Holdings of Comprehensive Financial Management LLC
35 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 97.2 % of the equity sleeve
Sector breakdown
- Financials 39.8 %
- Consumer discretionary 31.0 %
- Funds 1.5 %
- Technology 0.8 %
- Communication 0.1 %
- Unattributed 26.9 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
The quoted currency of each line, as declared.
Country breakdown
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|
| 1 | US | 34 | 3B $ | 99.99 % |
| 2 | KY | 1 | 238.8K $ | 0.01 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|
| 1 | PayPal Holdings Inc | 25,996,118 | 1.2B $ | |
| 2 | eBay Inc | 10,034,000 | 913.3M $ | |
| 3 | SPDR Gold Shares | 1,147,529 | 493.8M $ | |
| 4 | Zoom Communications Inc | 1,171,195 | 94.2M $ | |
| 5 | iShares Trust | 210,233 | 44.9M $ | |
| 6 | iShares Russell 2000 Value ETF | 230,481 | 43.7M $ | |
| 7 | Vanguard Index Funds | 184,376 | 40.1M $ | |
| 8 | Vanguard Real Estate ETF | 328,338 | 29.1M $ | |
| 9 | Circle Internet Group Inc | 214,537 | 20.5M $ | |
| 10 | Vanguard Total Stock Market ETF | 54,691 | 17.5M $ | |
| 11 | State Street SPDR S&P 500 ETF Trust | 21,142 | 13.7M $ | |
| 12 | Workday Inc | 96,194 | 12.5M $ | |
| 13 | Chime Financial Inc | 552,751 | 10.4M $ | |
| 14 | Nautilus Biotechnology Inc | 2,207,619 | 8.6M $ | |
| 15 | Snowflake Inc | 54,631 | 8.2M $ | |
| 16 | BioAge Labs Inc | 271,842 | 4.8M $ | |
| 17 | Vanguard Extended Market ETF | 18,311 | 3.8M $ | |
| 18 | Palo Alto Networks Inc | 18,804 | 3M $ | |
| 19 | Vanguard Total International S | 38,568 | 3M $ | |
| 20 | Recursion Pharmaceuticals Inc | 941,895 | 2.9M $ | |
| 21 | Aurora Innovation Inc | 569,036 | 2.3M $ | |
| 22 | STUBHUB HOLDINGS INC | 343,735 | 2.1M $ | |
| 23 | Alibaba Group Holding Ltd | 12,634 | 1.6M $ | |
| 24 | Meta Platforms Inc | 2,665 | 1.5M $ | |
| 25 | Twist Bioscience Corp | 26,273 | 1.2M $ | |
| 26 | Eikon Therapeutics Inc | 116,276 | 1.2M $ | |
| 27 | ServiceTitan Inc | 15,236 | 966.9K $ | |
| 28 | Coupang Inc | 20,571 | 388.4K $ | |
| 29 | Docusign Inc | 6,593 | 312.6K $ | |
| 30 | JPMorgan Chase & Co | 1,053 | 309.8K $ | |
| 31 | Figure Technology Solutions Inc | 7,501 | 254.7K $ | |
| 32 | PDD Holdings Inc | 2,337 | 238.8K $ | |
| 33 | Ginkgo Bioworks Holdings Inc | 17,656 | 108.2K $ | |
| 34 | Snap Inc | 10,301 | 47.4K $ | |
| 35 | Commerce.com Inc | 17,500 | 46.7K $ | |