What Comprehensive Financial Management LLC reported holding on Form 13F for the quarter ended Jun 30, 2026.
CIK 1799802 · Filed Aug 14, 2026
Values are as the managers reported them, in dollars.Open the Form 13F on SEC EDGAR
| 24M |
| −7.9% |
| $1B |
| 33.9% |
GLDSPDR Gold Trust | 1.1M | ±0% | $422.7M | 13.9% |
ZMZoom Communications, Inc. | 1.2M | ±0% | $101.1M | 3.3% |
NUNu Holdings Ltd. | 3.9M | ±0% | $51.5M | 1.7% |
ISHARES TRRUS 2000 VAL ETF | 230.5K | ±0% | $51M | 1.7% |
ISHARES TRRUS 1000 VAL ETF | 210.2K | ±0% | $51M | 1.7% |
VANGUARD INDEX FDSSM CP VAL ETF | 184.4K | ±0% | $44.8M | 1.5% |
VANGUARD INDEX FDSREAL ESTATE ETF | 328.3K | ±0% | $31.7M | 1% |
VANGUARD INDEX FDSTOTAL STK MKT | 55K | +0.6% | $20.4M | 0.7% |
SPYSPDR S&P 500 ETF Trust | 21.1K | ±0% | $15.8M | 0.5% |
SNOWSnowflake Inc. | 54.6K | ±0% | $13.9M | 0.5% |
CRCLCircle Internet Group, Inc. | 214.9K | +0.2% | $13.5M | 0.4% |
WDAYWorkday, Inc. | 97.7K | +1.6% | $12M | 0.4% |
CHYMChime Financial, Inc. | 566K | +2.4% | $11.6M | 0.4% |
BIOABioAge Labs, Inc. | 271.8K | ±0% | $6.7M | 0.2% |
PANWPalo Alto Networks Inc | 18.8K | ±0% | $6.4M | 0.2% |
STUBStubHub Holdings, Inc. | 390.5K | +13.6% | $5M | 0.2% |
VANGUARD INDEX FDSEXTEND MKT ETF | 18.4K | +0.2% | $4.5M | 0.1% |
NAUTNautilus Biotechnology, Inc. | 2.2M | ±0% | $4.1M | 0.1% |
AURAurora Innovation, Inc. | 569K | ±0% | $3.9M | 0.1% |
RXRXRecursion Pharmaceuticals, Inc. | 941.9K | ±0% | $3.5M | 0.1% |
VANGUARD STAR FDSVG TL INTL STK F | 38.6K | ±0% | $3.3M | 0.1% |
TWSTTwist Bioscience Corp | 26.3K | ±0% | $2.7M | 0.1% |
JOBYJoby Aviation, Inc. | 228.1K | ±0% | $2M | 0.1% |
EIKNEikon Therapeutics, Inc. | 116.3K | ±0% | $1.5M | 0.1% |
METAMeta Platforms, Inc. | 2.7K | ±0% | $1.5M | 0.1% |
BABAAlibaba Group Holding Ltd | 12.6K | ±0% | $1.2M | 0.1% |
TTANServiceTitan, Inc. | 15.2K | ±0% | $1.1M | 0.1% |
AONAon plc | 3.2K | ±0% | $1.1M | 0.1% |
NVDANVIDIA Corp | 2K | New | $400.2K | 0.1% |
CPNGCoupang, Inc. | 20.6K | ±0% | $357.3K | 0.1% |
JPMJPMorgan Chase & Co | 1.1K | ±0% | $344.7K | 0.1% |
DOCUDocuSign, Inc. | 6.6K | ±0% | $292.9K | 0.1% |
VCTRVictory Capital Holdings, Inc. | 3.1K | New | $262.3K | 0.1% |
HNGEHinge Health, Inc. | 2.6K | New | $212.5K | 0.1% |
DNAGinkgo Bioworks Holdings, Inc. | 17.7K | ±0% | $175K | 0.1% |
CMRCCommerce.com, Inc. | 17.5K | ±0% | $51.8K | 0.1% |
SNAPSnap Inc | 10.3K | ±0% | $45.7K | 0.1% |
