Comprehensive Financial Management LLC
38 holdingsFiling period: 2026-03-31Current AUM: $3.54Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | PYPL | PAYPAL HLDGS INC | 26.00M | $1.18B | $1.49B | 42.00% | -223,000 | 2026-03-31 |
| 2 | EBAY | EBAY INC. | 10.03M | $913.3M | $1.14B | 32.31% | -- | 2026-03-31 |
| 3 | GLD | SPDR GOLD TR | 1.15M | $493.8M | $426.4M | 12.04% | -- | 2026-03-31 |
| 4 | ZM | ZOOM COMMUNICATIONS INC | 1.17M | $94.2M | $112.5M | 3.18% | -- | 2026-03-31 |
| 5 | — | NU HLDGS LTD | 3.85M | $55.4M | $55.4M | 1.56% | -- | 2026-03-31 |
| 6 | IWD | ISHARES TR | 210.2K | $44.9M | $52.9M | 1.50% | -- | 2026-03-31 |
| 7 | IWN | ISHARES TR | 230.5K | $43.7M | $51.0M | 1.44% | -- | 2026-03-31 |
| 8 | VBR | VANGUARD INDEX FDS | 184.4K | $40.1M | $45.1M | 1.27% | -- | 2026-03-31 |
| 9 | VNQ | VANGUARD INDEX FDS | 328.3K | $29.1M | $32.5M | 0.92% | -- | 2026-03-31 |
| 10 | CRCL | CIRCLE INTERNET GROUP INC | 214.5K | $20.5M | $13.4M | 0.38% | +2.5K | 2026-03-31 |
| 11 | VTI | VANGUARD INDEX FDS | 54.7K | $17.5M | $20.1M | 0.57% | -- | 2026-03-31 |
| 12 | SPY | STATE STR SPDR S&P 500 ETF T | 21.1K | $13.7M | $15.8M | 0.45% | -- | 2026-03-31 |
| 13 | WDAY | WORKDAY INC | 96.2K | $12.5M | $15.4M | 0.44% | -- | 2026-03-31 |
| 14 | CHYM | CHIME FINL INC | 552.8K | $10.4M | $12.7M | 0.36% | -- | 2026-03-31 |
| 15 | NAUT | NAUTILUS BIOTECHNOLOGY INC | 2.21M | $8.6M | $2.2M | 0.06% | -- | 2026-03-31 |
| 16 | SNOW | SNOWFLAKE INC | 54.6K | $8.2M | $16.0M | 0.45% | -- | 2026-03-31 |
| 17 | BIOA | BIOAGE LABS INC | 271.8K | $4.8M | $2.5M | 0.07% | -- | 2026-03-31 |
| 18 | VXF | VANGUARD INDEX FDS | 18.3K | $3.8M | $4.3M | 0.12% | -- | 2026-03-31 |
| 19 | PANW | PALO ALTO NETWORKS INC | 18.8K | $3.0M | $6.2M | 0.18% | -- | 2026-03-31 |
| 20 | VXUS | VANGUARD STAR FDS | 38.6K | $3.0M | $3.3M | 0.09% | -- | 2026-03-31 |
| 21 | RXRX | RECURSION PHARMACEUTICALS IN | 941.9K | $2.9M | $2.8M | 0.08% | -- | 2026-03-31 |
| 22 | AUR | AURORA INNOVATION INC | 569.0K | $2.3M | $3.7M | 0.10% | -- | 2026-03-31 |
| 23 | STUB | STUBHUB HLDGS INC | 343.7K | $2.1M | $2.9M | 0.08% | -- | 2026-03-31 |
| 24 | — | JOBY AVIATION INC | 228.1K | $1.9M | $1.9M | 0.05% | -- | 2026-03-31 |
| 25 | BABA | ALIBABA GROUP HLDG LTD | 12.6K | $1.6M | $1.5M | 0.04% | -- | 2026-03-31 |
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