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COMPREHENSIVE MONEY MANAGEMENT SERVICES LLC
COMPREHENSIVE MONEY MANAGEMENT SERVICES LLC
Latest filing: 2026-06-30
COMPREHENSIVE MONEY MANAGEMENT SERVICES LLC runs COMPREHENSIVE MONEY MANAGEMENT SERVICES LLC and currently holds 200 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $158.85M. Their top holdings are VTIP, VNQI, VPU, VWOB, VTI. The top five represent 11.3% of reported portfolio weight. COMPREHENSIVE MONEY MANAGEMENT SERVICES LLC ranks #948 out of 1000 investors tracked by Alpha Score. They added to 47 existing positions. They trimmed 41 positions. Their current best-performing preview position is DOC with returns of +30.25%.
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200 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 VTIP VANGUARD MALVERN FDS | 2.85% | $49.04 | $49.79 | +1.53% | Added +4.58% |
 VNQI VANGUARD INTL EQUITY INDEX F | 2.59% | $40.77 | $45.71 | +12.12% | Added +8.31% |
 VPU VANGUARD WORLD FD | 2.04% | $164.70 | $185.08 | +12.37% | Added +2.73% |
 VWOB VANGUARD WHITEHALL FDS | 1.95% | $63.81 | $65.91 | +3.29% | Added +9.08% |
 VTI VANGUARD INDEX FDS | 1.84% | $290.20 | $378.25 | +30.34% | Trimmed -2.22% |
 VEA VANGUARD TAX-MANAGED FDS | 1.71% | $48.41 | $73.43 | +51.68% | Trimmed -6.60% |
 USRT ISHARES TR | 1.61% | $57.41 | $67.11 | +16.90% | Added +0.66% |
 WOOD ISHARES TR | 1.53% | $74.48 | $72.64 | -2.47% | Trimmed -1.24% |
 SCHP SCHWAB STRATEGIC TR | 1.51% | $26.13 | $25.96 | -0.65% | Added +24.65% |
 BNDX VANGUARD CHARLOTTE FDS | 1.42% | $49.05 | $47.65 | -2.85% | Added +1.59% |
Showing 1-10 of 200