CM

Comprehensive Money Management Services LLC

13F
Comprehensive Money Management Services LLC
Last update 2025-04-22 179 Stocks (5 new)
Value $124.00 Mil Turnover 3 %
Countries:
Top Holdings: VTIP(2.73%)VNQI(2.43%)VPU(2.43%)ICSH(2.00%)VWOB(1.96%)
Summary Stock Picks Current Portfolio
Comprehensive Money Management... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VTIP
Vanguard Short-Term Inflation-Protected Securities
Vanguard Short-Term Inflation-Protected Securities
67,851
3,385.8
+0.37%
2.730
+0.01%
0.030
+1.20%
+4.39%
14,968.4
 
VNQI
Vanguard Global ex-U.S. Real Estate ETF
Vanguard Global ex-U.S. Real Estate ETF
74,483
3,013.6
+4.07%
2.430
+0.10%
0.100
+10.25%
+18.02%
3,284.6
 
VPU
Vanguard Utilities ETF
17,636
3,012.3
+6.21%
2.430
+0.14%
0.040
+8.23%
+13.29%
6,991.9
 
ICSH
iShares Ultra Short-Term Bond Active ETF
iShares Ultra Short-Term Bond Active ETF
48,794
2,473.9
+29.19%
2.000
+0.45%
0.040
+1.28%
+2.77%
5,963.7
 
VWOB
Vanguard Emerging Markets Government Bond ETF
Vanguard Emerging Markets Government Bond ETF
37,830
2,428.7
+0.16%
1.960
0%
0.050
+4.94%
+6.61%
5,026.8
 
WY
Weyerhaeuser Co
78,237
2,290.8
-1.25%
1.850
-0.02%
0.010
+3.40%
-6.38%
18,828.1
REITs
VTI
Vanguard Total Stock Market ETF
8,024
2,205.3
+0.04%
1.780
0%
0.000
+18.95%
+8.50%
478,431.4
 
VEA
Vanguard FTSE Developed Markets ETF
41,019
2,085.0
-1.69%
1.680
-0.03%
0.000
+14.16%
+23.88%
163,588.6
 
USRT
iShares Core U.S. REIT ETF
35,974
2,072.1
+1.12%
1.670
+0.02%
0.070
+6.02%
+2.35%
3,031.6
 
KMI
Kinder Morgan Inc
66,831
1,906.7
-1.53%
1.540
-0.02%
0.000
+1.88%
-0.04%
59,573.9
Oil & Gas

Comprehensive Money Management Services LLC's Historical Top Holdings Breakdowns

Comprehensive Money Management Services LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
EVX
VanEck Environmental Services ETF
2025-03-31
Add
Add
+0.52%
●
33.9 ($35.34) 36.12
$38.85
9.92%
Add 379.1%
23,155
18,322
ICSH
iShares Ultra Short-Term Bond Active ETF
iShares Ultra Short-Term Bond Active ETF
2025-03-31
Add
Add
+0.45%
●
50.44 ($50.57) 50.7
$50.65
0.16%
Add 29.19%
48,794
11,025
USFR
WisdomTree Floating Rate Treasury Fund
WisdomTree Floating Rate Treasury Fund
2025-03-31
Reduce
Reduce
-0.26%
●
50.29 ($50.4) 50.5
$50.46
0.12%
Reduce -19.25%
26,324
-6,275
FM
iShares Frontier and Select EM ETF
2025-03-31
Sold Out
Sold Out
-0.22%
●
27.08 ($27.15) 27.19
$27.19
0.15%
Sold Out
0
-9,915
SQM
Sociedad Quimica Y Minera De Chile SA
Sociedad Quimica Y Minera De Chile SA
2025-03-31
New Buy
New Buy
+0.18%
●
36.05 ($40.1) 45.61
$39.55
-1.37%
New holding
5,690
5,690
UL
Unilever PLC
2025-03-31
New Buy
New Buy
+0.18%
●
54.72 ($57.34) 60.29
$60.88
6.17%
New holding
3,655
3,655
IWM
iShares Russell 2000 ETF
2025-03-31
Sold Out
Sold Out
-0.18%
●
198.1 ($216.92) 229.79
$226.68
4.50%
Sold Out
0
-985
RYN
Rayonier Inc
2025-03-31
Add
Add
+0.16%
●
24.95 ($26.57) 28.24
$24.14
-9.15%
Add 27.66%
32,795
7,106
PFIX
Simplify Interest Rate Hedge ETF
2025-03-31
New Buy
New Buy
+0.16%
●
44.43 ($50.9) 57.11
$60.21
18.29%
New holding
4,140
4,140
VPU
Vanguard Utilities ETF
2025-03-31
Add
Add
+0.14%
●
161.24 ($168.92) 173.33
$182.52
8.05%
Add 6.21%
17,636
1,031

Comprehensive Money Management Services LLC Total Holding History ($B)

To

Comprehensive Money Management Services LLC's Asset Allocation

To

Comprehensive Money Management Services LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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Comprehensive Money Management Services LLC's Hypothetical Growth since 2025-03-31

Comprehensive Money Management Services LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Comprehensive Money Management Services LLC's Holdings Heat Map

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Comprehensive Money Management Services LLC's Holdings Bubble Chart

Comprehensive Money Management Services LLC News

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