Comprehensive Money Management Services LLC
โขCIK: 2058921โขFiling: Q4 2025
**Comprehensive Money Management Services LLC** manages $145M across a diversified portfolio of 190 holdings. The strategy exhibits a notable tilt toward fixed income and international exposure, evidenced by top positions in VNQI ($3.8M) and VTIP ($3.3M). Significant allocations are also maintained in broad market indices and international equities, including VTI ($2.7M) and VEA ($2.5M). This structure suggests a mandate focused on balanced, multi-asset class risk management.
Total AUM
$145.0M
QoQ Performance
+2.7%
Positions
108
Top 10 Concentration
18.7%
Latest Filing
Q4 2025
Top Holdings Allocation
VNQI2.6%
VTIP2.3%
VPU2.1%
VWOB1.9%
VTI1.9%
WOOD1.8%
VEA1.7%
USRT1.5%
๐ Biggest Buys
๐ Biggest Sells
Sector Breakdown
Other95.4%
Technology2.6%
ETF0.6%
Consumer0.5%
Real Estate0.3%
Materials0.3%
Financial0.2%
Consumer Staples0.2%
๐ช Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW7 new positions
โ61 increased
โ53 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024