Comprehensive Money Management Services LLC 13F Holdings
CIK 0002058921 · CORAL GABLES, FL
As of Sep 30, 2025, Comprehensive Money Management Services LLC reported 186 positions worth
CIK 0002058921 · CORAL GABLES, FL
As of Sep 30, 2025, Comprehensive Money Management Services LLC reported 186 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUND | VTIP | — | 80,436 | $4.1M | 2.88% |
| VANGUARD GLOBAL EX-US REAL ESTATE INDEX FUND | VNQI | — | 76,009 | $3.6M | 2.57% |
| VANGUARD UTILITIES INDEX FUND | VPU | — | 16,589 | $3.1M | 2.22% |
| ISHARES ULTRA SHORT DURATION BOND ACTIVE ETF | ICSH | — | 60,954 | $3.1M | 2.19% |
| VANGUARD WHITEHALL FUNDS | VWOB | — | 39,742 | $2.7M | 1.88% |
| VANGUARD TOTAL STOCK MKT ETF | VTI | — | 8,009 | $2.6M | 1.86% |
| VANGUARD TAX-MANAGED FUNDS | VEA | — | 40,002 | $2.4M | 1.70% |
| WISDOMTREE FLOATING RATE TREASURY FUND | USFR | — | 47,230 | $2.4M | 1.68% |
| ISHARES CORE US REIT ETF | USRT | — | 37,933 | $2.2M | 1.58% |
| VANGUARD CHARLOTTE FUNDS | BNDX | — | 44,175 | $2.2M | 1.55% |
| SPDR(R) PORTFOLIO DEVELOPED WORLD EX-US ETF | SPDW | — | 46,302 | $2.0M | 1.40% |
| SCHWAB US TIPS ETF | SCHP | — | 70,267 | .9M | 1.34% |
| WEYERHAEUSER CO | WY | Real Estate | 76,086 | .9M | 1.34% |
| KINDER MORGAN INC | KMI | Energy | 63,119 | .8M | 1.26% |
| VANGUARD EMERGING MARKETS STOCK INDEX FUND | VWO | — | 32,436 | .8M | 1.24% |
| ISHARES GOLD TRUST | IAU | — | 23,773 | .7M | 1.22% |
| WHEATON PRECIOUS METALS CORP | WPM | Basic Materials | 14,889 | .7M | 1.18% |
| BLACKSTONE INC | BX | Financial Services | 9,490 | .6M | 1.15% |
| ISHARES TR | WOOD | — | 21,975 | .6M | 1.14% |
| NEWMONT CORP | NEM | Basic Materials | 18,349 | .5M | 1.10% |
| VANECK INTERNATIONAL HIGH YIELD BOND ETF | IHY | — | 69,527 | .5M | 1.09% |
| GLOBAL X US INFRASTRUCTURE DEVELOPMENT ETF | PAVE | — | 30,627 | .5M | 1.03% |
| GLOBAL X FDS | PFFV | — | 60,863 | .4M | 1.00% |
| BARRICK MINING CORP | B | Basic Materials | 42,895 | .4M | 1.00% |
| IRON MOUNTAIN INC | IRM | Real Estate | 13,560 | .4M | 0.98% |