Comprehensive Money Management Services LLC - Portfolio overview

Comprehensive Money Management Services LLC has 197 reported holdings in this dataset, with the latest filing dated 2026-04-23.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Basic Materials.

Largest reported holdings by portfolio allocation

1. VTIP - VANGUARD MALVERN FDS, 2.79%
2. VNQI - VANGUARD INTL EQUITY INDEX F, 2.45%
3. VPU - VANGUARD WORLD FD, 2.08%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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