Comprehensive Money Management Services LLC Diversified Active

CIK: 0002058921 · Show all filings

Period: Q4 2024 (Next →)

Filing Date: Mar 4, 2025

Total Value ($000): $121,278 (100.0% shares, 0.0% debt)

Holdings (178)

VTIP VANGUARD MALVERN FDS 2.7%
Value ($000) $3,273 Shares 67,601 Est. Cost $48.42 Unrealized
VNQI VANGUARD INTL EQUITY INDEX F 2.3%
Value ($000) $2,831 Shares 71,568 Est. Cost $39.56 Unrealized
VPU VANGUARD WORLD FD 2.2%
Value ($000) $2,714 Shares 16,605 Est. Cost $163.42 Unrealized
VWOB VANGUARD WHITEHALL FDS 2.0%
Value ($000) $2,385 Shares 37,771 Est. Cost $63.15 Unrealized
VTI VANGUARD INDEX FDS 1.9%
Value ($000) $2,325 Shares 8,021 Est. Cost $289.81 Unrealized
WY WEYERHAEUSER CO MTN BE 1.8%
Value ($000) $2,230 Shares 79,224 Est. Cost $30.08 Unrealized 0.0%
USRT ISHARES TR 1.7%
Value ($000) $2,039 Shares 35,577 Est. Cost $57.31 Unrealized
VEA VANGUARD TAX-MANAGED FDS 1.6%
Value ($000) $1,995 Shares 41,724 Est. Cost $47.82 Unrealized
ICSH ISHARES TR 1.6%
Value ($000) $1,905 Shares 37,769 Est. Cost $50.43 Unrealized
KMI KINDER MORGAN INC DEL 1.5%
Value ($000) $1,860 Shares 67,868 Est. Cost $24.88 Unrealized 0.0%
BNDX VANGUARD CHARLOTTE FDS 1.5%
Value ($000) $1,843 Shares 37,581 Est. Cost $49.05 Unrealized
BX BLACKSTONE INC 1.4%
Value ($000) $1,747 Shares 10,130 Est. Cost $168.78 Unrealized 0.0%
WOOD ISHARES TR 1.4%
Value ($000) $1,659 Shares 21,734 Est. Cost $76.34 Unrealized
USFR WISDOMTREE TR 1.4%
Value ($000) $1,640 Shares 32,599 Est. Cost $50.32 Unrealized
SPDW SPDR INDEX SHS FDS 1.3%
Value ($000) $1,579 Shares 46,252 Est. Cost $34.13 Unrealized
IRM IRON MTN INC DEL 1.2%
Value ($000) $1,499 Shares 14,263 Est. Cost $112.79 Unrealized 0.0%
VWO VANGUARD INTL EQUITY INDEX F 1.2%
Value ($000) $1,491 Shares 33,853 Est. Cost $44.04 Unrealized
SCHP SCHWAB STRATEGIC TR 1.2%
Value ($000) $1,440 Shares 55,752 Est. Cost $25.83 Unrealized
IAU ISHARES GOLD TR 1.2%
Value ($000) $1,430 Shares 28,873 Est. Cost $49.51 Unrealized
PFFV GLOBAL X FDS 1.2%
Value ($000) $1,425 Shares 60,463 Est. Cost $23.57 Unrealized
IHY VANECK ETF TRUST 1.1%
Value ($000) $1,384 Shares 67,561 Est. Cost $20.48 Unrealized
PAVE GLOBAL X FDS 1.1%
Value ($000) $1,346 Shares 33,313 Est. Cost $40.41 Unrealized
SPAB SPDR SER TR 1.1%
Value ($000) $1,320 Shares 52,839 Est. Cost $24.99 Unrealized
STIP ISHARES TR 1.1%
Value ($000) $1,301 Shares 12,936 Est. Cost $100.60 Unrealized
SPTM SPDR SER TR 1.0%
Value ($000) $1,239 Shares 17,342 Est. Cost $71.43 Unrealized
BOUT INNOVATOR ETFS TRUST 1.0%
Value ($000) $1,228 Shares 31,423 Est. Cost $39.07 Unrealized
MOO VANECK ETF TRUST 1.0%
Value ($000) $1,181 Shares 18,301 Est. Cost $64.52 Unrealized
BCI ABRDN ETFS 1.0%
Value ($000) $1,155 Shares 58,494 Est. Cost $19.75 Unrealized
SPEM SPDR INDEX SHS FDS 0.9%
Value ($000) $1,139 Shares 29,695 Est. Cost $38.37 Unrealized
AAPL APPLE INC 0.9%
Value ($000) $1,125 Shares 4,494 Est. Cost $234.51 Unrealized 0.0%
BIPC BROOKFIELD INFRASTRUCTURE CO 0.9%
Value ($000) $1,089 Shares 27,226 Est. Cost $40.13 Unrealized 0.0%
WPM WHEATON PRECIOUS METALS CORP 0.9%
Value ($000) $1,063 Shares 18,902 Est. Cost $61.60 Unrealized 0.0%
IAGG ISHARES TR 0.9%
Value ($000) $1,045 Shares 20,930 Est. Cost $49.92 Unrealized
WIP SPDR SER TR 0.9%
Value ($000) $1,031 Shares 28,503 Est. Cost $36.18 Unrealized
KOMP SPDR SER TR 0.8%
Value ($000) $1,026 Shares 20,177 Est. Cost $50.83 Unrealized
SABA CAPITAL INCOME & OPPORT 0.8%
Value ($000) $1,001 Shares 110,468 Est. Cost $9.06 Unrealized
GII SPDR INDEX SHS FDS 0.8%
Value ($000) $976 Shares 16,492 Est. Cost $59.17 Unrealized
SPMD SPDR SER TR 0.8%
Value ($000) $968 Shares 17,704 Est. Cost $54.69 Unrealized
CRESY CRESUD S A C I F Y A 0.8%
Value ($000) $966 Shares 76,456 Est. Cost $12.63 Unrealized
CGW INVESCO EXCH TRADED FD TR II 0.8%
Value ($000) $954 Shares 17,603 Est. Cost $54.20 Unrealized
WMB WILLIAMS COS INC 0.8%
Value ($000) $952 Shares 17,592 Est. Cost $51.72 Unrealized 0.0%
VDE VANGUARD WORLD FD 0.8%
Value ($000) $941 Shares 7,754 Est. Cost $121.31 Unrealized
VAW VANGUARD WORLD FD 0.8%
Value ($000) $925 Shares 4,927 Est. Cost $187.83 Unrealized
VEGI ISHARES INC 0.8%
Value ($000) $921 Shares 25,992 Est. Cost $35.43 Unrealized
RYLD GLOBAL X FDS 0.7%
Value ($000) $868 Shares 53,104 Est. Cost $16.34 Unrealized
VIS VANGUARD WORLD FD 0.7%
Value ($000) $841 Shares 3,307 Est. Cost $254.36 Unrealized
EVX VANECK ETF TRUST 0.7%
Value ($000) $828 Shares 4,833 Est. Cost $171.42 Unrealized
SPTS SPDR SER TR 0.7%
Value ($000) $818 Shares 28,187 Est. Cost $29.01 Unrealized
IFRA ISHARES TR 0.7%
Value ($000) $800 Shares 17,285 Est. Cost $46.29 Unrealized
REET ISHARES TR 0.7%
Value ($000) $799 Shares 33,354 Est. Cost $23.97 Unrealized
PICK ISHARES INC 0.6%
Value ($000) $772 Shares 22,065 Est. Cost $34.99 Unrealized
QYLD GLOBAL X FDS 0.6%
Value ($000) $770 Shares 42,239 Est. Cost $18.22 Unrealized
TIPX SPDR SER TR 0.6%
Value ($000) $762 Shares 41,237 Est. Cost $18.49 Unrealized
SCHH SCHWAB STRATEGIC TR 0.6%
Value ($000) $744 Shares 35,317 Est. Cost $21.06 Unrealized
VNQ VANGUARD INDEX FDS 0.6%
Value ($000) $744 Shares 8,348 Est. Cost $89.08 Unrealized
ROYCE SMALL CAP TRUST INC 0.6%
Value ($000) $740 Shares 46,830 Est. Cost $15.80 Unrealized
SPSM SPDR SER TR 0.6%
Value ($000) $724 Shares 16,114 Est. Cost $44.92 Unrealized
SPY SPDR S&P 500 ETF TR 0.6%
Value ($000) $710 Shares 1,212 Est. Cost $586.08 Unrealized
NEM NEWMONT CORP 0.6%
Value ($000) $710 Shares 19,072 Est. Cost $44.64 Unrealized 0.0%
BARRICK GOLD CORP 0.6%
Value ($000) $673 Shares 43,405 Est. Cost $15.50 Unrealized
MSFT MICROSOFT CORP 0.6%
Value ($000) $672 Shares 1,595 Est. Cost $422.35 Unrealized 0.0%
RYN RAYONIER INC 0.6%
Value ($000) $670 Shares 25,689 Est. Cost $26.10 Unrealized
AMZN AMAZON COM INC 0.5%
Value ($000) $667 Shares 3,038 Est. Cost $204.58 Unrealized 0.0%
FIW FIRST TR EXCHANGE-TRADED FD 0.5%
Value ($000) $664 Shares 6,506 Est. Cost $102.05 Unrealized
XYLD GLOBAL X FDS 0.5%
Value ($000) $662 Shares 15,796 Est. Cost $41.90 Unrealized
RING ISHARES INC 0.5%
Value ($000) $650 Shares 23,114 Est. Cost $28.11 Unrealized
EMLC VANECK ETF TRUST 0.5%
Value ($000) $644 Shares 27,852 Est. Cost $23.11 Unrealized
IEMG ISHARES INC 0.5%
Value ($000) $639 Shares 12,230 Est. Cost $52.22 Unrealized
CWB SPDR SER TR 0.5%
Value ($000) $631 Shares 8,101 Est. Cost $77.89 Unrealized
TILT FLEXSHARES TR 0.5%
Value ($000) $617 Shares 2,857 Est. Cost $215.96 Unrealized
WESTERN ASSET EMERGING MKTS 0.5%
Value ($000) $604 Shares 62,738 Est. Cost $9.62 Unrealized
FHLC FIDELITY COVINGTON TRUST 0.5%
Value ($000) $603 Shares 9,232 Est. Cost $65.35 Unrealized
ICLN ISHARES TR 0.5%
Value ($000) $591 Shares 51,977 Est. Cost $11.38 Unrealized
VO VANGUARD INDEX FDS 0.5%
Value ($000) $588 Shares 2,225 Est. Cost $264.13 Unrealized
ICVT ISHARES TR 0.5%
Value ($000) $581 Shares 6,837 Est. Cost $84.97 Unrealized
GNR SPDR INDEX SHS FDS 0.5%
Value ($000) $568 Shares 11,417 Est. Cost $49.76 Unrealized
VBR VANGUARD INDEX FDS 0.5%
Value ($000) $568 Shares 2,866 Est. Cost $198.18 Unrealized
BXSL BLACKSTONE SECD LENDING FD 0.5%
Value ($000) $560 Shares 17,331 Est. Cost $27.47 Unrealized 0.0%
QYLG GLOBAL X FDS 0.5%
Value ($000) $555 Shares 19,750 Est. Cost $28.08 Unrealized
MWA MUELLER WTR PRODS INC 0.5%
Value ($000) $552 Shares 24,552 Est. Cost $23.15 Unrealized 0.0%
IGF ISHARES TR 0.5%
Value ($000) $549 Shares 10,494 Est. Cost $52.27 Unrealized
COMB GRANITESHARES ETF TR 0.4%
Value ($000) $541 Shares 27,133 Est. Cost $19.95 Unrealized
DDWM WISDOMTREE TR 0.4%
Value ($000) $540 Shares 15,694 Est. Cost $34.38 Unrealized
WELL WELLTOWER INC 0.4%
Value ($000) $539 Shares 4,276 Est. Cost $128.69 Unrealized 0.0%
SCHD SCHWAB STRATEGIC TR 0.4%
Value ($000) $526 Shares 19,270 Est. Cost $27.32 Unrealized
SIVR ABRDN SILVER ETF TRUST 0.4%
Value ($000) $523 Shares 18,981 Est. Cost $27.57 Unrealized
XT ISHARES TR 0.4%
Value ($000) $516 Shares 8,643 Est. Cost $59.66 Unrealized
VB VANGUARD INDEX FDS 0.4%
Value ($000) $504 Shares 2,099 Est. Cost $240.28 Unrealized
JPST J P MORGAN EXCHANGE TRADED F 0.4%
Value ($000) $504 Shares 10,000 Est. Cost $50.37 Unrealized
BLACKROCK ENHANCED INTL DIV 0.4%
Value ($000) $497 Shares 93,535 Est. Cost $5.31 Unrealized
FPI FARMLAND PARTNERS INC 0.4%
Value ($000) $496 Shares 42,214 Est. Cost $11.76 Unrealized
MAA MID-AMER APT CMNTYS INC 0.4%
Value ($000) $480 Shares 3,108 Est. Cost $149.63 Unrealized 0.0%
BLACKSTONE SENI FLTN RAT 202 0.4%
Value ($000) $472 Shares 32,930 Est. Cost $14.34 Unrealized
FLRN SPDR SER TR 0.4%
Value ($000) $472 Shares 15,350 Est. Cost $30.73 Unrealized
EMXC ISHARES INC 0.4%
Value ($000) $472 Shares 8,505 Est. Cost $55.45 Unrealized
AGRO ADECOAGRO S A 0.4%
Value ($000) $464 Shares 49,180 Est. Cost $10.62 Unrealized 0.0%
LEMB ISHARES INC 0.4%
Value ($000) $430 Shares 11,910 Est. Cost $36.09 Unrealized
ENB ENBRIDGE INC 0.4%
Value ($000) $425 Shares 10,017 Est. Cost $39.21 Unrealized 0.0%
MORGAN STANLEY EMKT DBT FD I 0.3%
Value ($000) $417 Shares 54,195 Est. Cost $7.70 Unrealized
VSS VANGUARD INTL EQUITY INDEX F 0.3%
Value ($000) $417 Shares 3,645 Est. Cost $114.48 Unrealized
VRP INVESCO EXCH TRADED FD TR II 0.3%
Value ($000) $415 Shares 17,137 Est. Cost $24.19 Unrealized
AVES AMERICAN CENTY ETF TR 0.3%
Value ($000) $413 Shares 8,940 Est. Cost $46.20 Unrealized
XBI SPDR SER TR 0.3%
Value ($000) $409 Shares 4,537 Est. Cost $90.06 Unrealized
VTV VANGUARD INDEX FDS 0.3%
Value ($000) $399 Shares 2,355 Est. Cost $169.30 Unrealized
IHI ISHARES TR 0.3%
Value ($000) $388 Shares 6,648 Est. Cost $58.35 Unrealized
SIMS SPDR SER TR 0.3%
Value ($000) $383 Shares 11,211 Est. Cost $34.17 Unrealized
SHYG ISHARES TR 0.3%
Value ($000) $379 Shares 8,890 Est. Cost $42.61 Unrealized
BEPC BROOKFIELD RENEWABLE CORP 0.3%
Value ($000) $378 Shares 13,650 Est. Cost $29.14 Unrealized 0.0%
VIRTUS DIVIDEND INTEREST & P 0.3%
Value ($000) $371 Shares 29,370 Est. Cost $12.63 Unrealized
PCH POTLATCHDELTIC CORPORATION 0.3%
Value ($000) $366 Shares 9,320 Est. Cost $39.25 Unrealized
MLPX GLOBAL X FDS 0.3%
Value ($000) $363 Shares 5,990 Est. Cost $60.56 Unrealized
CEMB ISHARES INC 0.3%
Value ($000) $353 Shares 7,950 Est. Cost $44.38 Unrealized
FLIN FRANKLIN TEMPLETON ETF TR 0.3%
Value ($000) $350 Shares 9,245 Est. Cost $37.90 Unrealized
REG REGENCY CTRS CORP 0.3%
Value ($000) $345 Shares 4,662 Est. Cost $69.72 Unrealized 0.0%
VOE VANGUARD INDEX FDS 0.3%
Value ($000) $342 Shares 2,115 Est. Cost $161.77 Unrealized
GLD SPDR GOLD TR 0.3%
Value ($000) $341 Shares 1,409 Est. Cost $242.13 Unrealized
SCHE SCHWAB STRATEGIC TR 0.3%
Value ($000) $339 Shares 12,733 Est. Cost $26.63 Unrealized
WFG WEST FRASER TIMBER CO LTD 0.3%
Value ($000) $339 Shares 3,915 Est. Cost $93.71 Unrealized 0.0%
BLACKROCK TAX MUNICPAL BD TR 0.3%
Value ($000) $337 Shares 20,910 Est. Cost $16.12 Unrealized
SBRA SABRA HEALTH CARE REIT INC 0.3%
Value ($000) $333 Shares 19,220 Est. Cost $17.32 Unrealized
LAND GLADSTONE LD CORP 0.3%
Value ($000) $329 Shares 30,286 Est. Cost $10.85 Unrealized
MBB ISHARES TR 0.3%
Value ($000) $322 Shares 3,515 Est. Cost $91.68 Unrealized
O REALTY INCOME CORP 0.3%
Value ($000) $320 Shares 5,994 Est. Cost $54.51 Unrealized 0.0%
KR KROGER CO 0.3%
Value ($000) $320 Shares 5,226 Est. Cost $57.34 Unrealized 0.0%
GOOG ALPHABET INC 0.3%
Value ($000) $314 Shares 1,650 Est. Cost $175.67 Unrealized 0.0%
DOC HEALTHPEAK PROPERTIES INC 0.3%
Value ($000) $313 Shares 15,462 Est. Cost $20.16 Unrealized 0.0%
KGC KINROSS GOLD CORP 0.3%
Value ($000) $312 Shares 33,632 Est. Cost $9.86 Unrealized 0.0%
FCX FREEPORT-MCMORAN INC 0.3%
Value ($000) $308 Shares 8,091 Est. Cost $44.04 Unrealized 0.0%
BHP BHP GROUP LTD 0.2%
Value ($000) $302 Shares 6,176 Est. Cost $48.83 Unrealized
EFA ISHARES TR 0.2%
Value ($000) $298 Shares 3,937 Est. Cost $75.61 Unrealized
VALE VALE S A 0.2%
Value ($000) $295 Shares 33,247 Est. Cost $8.87 Unrealized
PSP INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $291 Shares 4,355 Est. Cost $66.77 Unrealized
HR HEALTHCARE RLTY TR 0.2%
Value ($000) $290 Shares 17,118 Est. Cost $16.95 Unrealized
MXI ISHARES TR 0.2%
Value ($000) $288 Shares 3,707 Est. Cost $77.70 Unrealized
NUVEEN TAXABLE MUNICPAL INM 0.2%
Value ($000) $280 Shares 18,715 Est. Cost $14.98 Unrealized
SCHF SCHWAB STRATEGIC TR 0.2%
Value ($000) $275 Shares 14,874 Est. Cost $18.50 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.2%
Value ($000) $272 Shares 1,390 Est. Cost $195.83 Unrealized
XYLG GLOBAL X FDS 0.2%
Value ($000) $272 Shares 9,740 Est. Cost $27.89 Unrealized
RIO RIO TINTO PLC 0.2%
Value ($000) $270 Shares 4,593 Est. Cost $58.81 Unrealized
ISHARES INC 0.2%
Value ($000) $269 Shares 9,915 Est. Cost $27.14 Unrealized
GAMCO GLOBAL GOLD NAT RES & 0.2%
Value ($000) $265 Shares 70,196 Est. Cost $3.77 Unrealized
FLS FLOWSERVE CORP 0.2%
Value ($000) $263 Shares 4,567 Est. Cost $56.34 Unrealized 0.0%
SHEL SHELL PLC 0.2%
Value ($000) $262 Shares 4,175 Est. Cost $62.65 Unrealized
EMB ISHARES TR 0.2%
Value ($000) $261 Shares 2,931 Est. Cost $89.04 Unrealized
CWCO CONSOLIDATED WATER CO INC 0.2%
Value ($000) $261 Shares 10,065 Est. Cost $24.93 Unrealized 0.0%
MNA NEW YORK LIFE INVESTMENTS ET 0.2%
Value ($000) $258 Shares 7,826 Est. Cost $32.96 Unrealized
BP BP PLC 0.2%
Value ($000) $257 Shares 8,690 Est. Cost $29.56 Unrealized
PBR PETROLEO BRASILEIRO SA PETRO 0.2%
Value ($000) $256 Shares 19,905 Est. Cost $12.86 Unrealized
VTR VENTAS INC 0.2%
Value ($000) $253 Shares 4,290 Est. Cost $60.66 Unrealized 0.0%
GUNR FLEXSHARES TR 0.2%
Value ($000) $243 Shares 6,682 Est. Cost $36.36 Unrealized
BSV VANGUARD BD INDEX FDS 0.2%
Value ($000) $243 Shares 3,140 Est. Cost $77.27 Unrealized
IWC ISHARES TR 0.2%
Value ($000) $239 Shares 1,831 Est. Cost $130.38 Unrealized
GLDM WORLD GOLD TR 0.2%
Value ($000) $238 Shares 4,579 Est. Cost $51.99 Unrealized
EQIX EQUINIX INC 0.2%
Value ($000) $233 Shares 247 Est. Cost $897.54 Unrealized 0.0%
COHEN & STEERS INFRASTRUCTUR 0.2%
Value ($000) $233 Shares 9,676 Est. Cost $24.04 Unrealized
AM ANTERO MIDSTREAM CORP 0.2%
Value ($000) $229 Shares 15,195 Est. Cost $14.21 Unrealized 0.0%
SPIP SPDR SER TR 0.2%
Value ($000) $229 Shares 9,044 Est. Cost $25.31 Unrealized
HL HECLA MNG CO 0.2%
Value ($000) $227 Shares 46,245 Est. Cost $5.95 Unrealized 0.0%
JPM JPMORGAN CHASE & CO. 0.2%
Value ($000) $227 Shares 947 Est. Cost $228.03 Unrealized 0.0%
NTR NUTRIEN LTD 0.2%
Value ($000) $224 Shares 4,995 Est. Cost $45.96 Unrealized 0.0%
QQQ INVESCO QQQ TR 0.2%
Value ($000) $222 Shares 435 Est. Cost $511.23 Unrealized
XLB SELECT SECTOR SPDR TR 0.2%
Value ($000) $222 Shares 2,640 Est. Cost $84.14 Unrealized
SCHC SCHWAB STRATEGIC TR 0.2%
Value ($000) $219 Shares 6,390 Est. Cost $34.33 Unrealized
IWM ISHARES TR 0.2%
Value ($000) $218 Shares 985 Est. Cost $220.96 Unrealized
GPIQ GOLDMAN SACHS ETF TR 0.2%
Value ($000) $214 Shares 4,372 Est. Cost $49.03 Unrealized
CBON VANECK ETF TRUST 0.2%
Value ($000) $211 Shares 9,570 Est. Cost $22.03 Unrealized
EFV ISHARES TR 0.2%
Value ($000) $210 Shares 4,005 Est. Cost $52.47 Unrealized
LQD ISHARES TR 0.2%
Value ($000) $208 Shares 1,950 Est. Cost $106.84 Unrealized
FLBR FRANKLIN TEMPLETON ETF TR 0.2%
Value ($000) $197 Shares 13,903 Est. Cost $14.15 Unrealized
TAIL CAMBRIA ETF TR 0.2%
Value ($000) $193 Shares 17,274 Est. Cost $11.20 Unrealized
BLACKROCK ENHANCED EQUITY DI 0.1%
Value ($000) $179 Shares 21,675 Est. Cost $8.28 Unrealized
GLOBAL X FDS 0.1%
Value ($000) $178 Shares 18,355 Est. Cost $9.71 Unrealized
ROYCE MICRO-CAP TR INC 0.1%
Value ($000) $149 Shares 15,280 Est. Cost $9.75 Unrealized
SBSW SIBANYE STILLWATER LTD 0.1%
Value ($000) $126 Shares 38,051 Est. Cost $3.30 Unrealized
VOYA EMERGING MKTS HIGH DIVI 0.1%
Value ($000) $122 Shares 24,450 Est. Cost $5.01 Unrealized
NUVEEN QUALITY MUNCP INCOME 0.1%
Value ($000) $117 Shares 10,075 Est. Cost $11.66 Unrealized
ARCADIUM LITHIUM PLC 0.1%
Value ($000) $82 Shares 16,050 Est. Cost $5.13 Unrealized
PSEC PROSPECT CAP CORP 0.1%
Value ($000) $72 Shares 16,800 Est. Cost $3.91 Unrealized 0.0%