Comprehensive Financial Management LLC holdings history

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97 is the total number of securities Comprehensive Financial Management LLC has owned. The longest Comprehensive Financial Management LLC has owned a single stock is 16 quarters.

Comprehensive Financial Management LLC historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
PYPL PAYPAL HLDGS INC COM161662.36%69.62%76.51%Q4 2019Q3 202316
EBAY EBAY INC.161611.23%15.87%22.62%Q4 2019Q3 202316
ZM ZOOM VIDEO COMMUNICATI...16162.24%4.15%9.90%Q4 2019Q3 202316
GLD SPDR GOLD TRUST16161.79%4.09%8.02%Q4 2019Q3 202316
VNQ VANGUARD REIT INDEX ETF16160.19%0.79%1.45%Q4 2019Q3 202316
IWN ISHARES TR16160.25%0.61%1.14%Q4 2019Q3 202316
IWD ISHARES TR16160.04%0.55%1.16%Q4 2019Q3 202316
SPY SPDR S&P 500 ETF TRUST16160.12%0.22%0.37%Q4 2019Q3 202316
VTI VANGUARD INDEX FUNDS ...16160.05%0.17%1.13%Q4 2019Q3 202316
MLP MAUI LD & PINEAPPLE INC16160.03%0.08%0.17%Q4 2019Q3 202316
DELL DELL TECHNOLOGIES INC16160.03%0.05%0.12%Q4 2019Q3 202316
VXUS Vanguard Total Int'l S...16160.02%0.04%0.08%Q4 2019Q3 202316
BABA ALIBABA GROUP HLDG LTD16160.01%0.03%0.05%Q4 2019Q3 202316
TWST TWIST BIOSCIENCE CORP16160.01%0.03%0.06%Q4 2019Q3 202316
DOCU DOCUSIGN INC16160.01%0.02%0.03%Q4 2019Q3 202316
VBR VANGUARD SMALL CAP VAL...1410.00%0.99%2.18%Q4 2019Q3 202315
WDAY WORKDAY INC CL A960.01%0.04%0.28%Q4 2019Q3 202315
SNOW SNOWFLAKE INC12120.30%0.40%0.58%Q4 2020Q3 202312
BLI PHENOMEX INC12120.01%0.12%0.53%Q4 2020Q3 202312
BIGC BIGCOMMERCE HLDGS INC660.01%0.01%0.02%Q3 2020Q3 202312
CSCO CISCO SYSTEMS, INC. CMN12120.00%0.01%0.01%Q4 2019Q3 202212
PANW PALO ALTO NETWORKS INC11110.01%0.04%0.08%Q1 2021Q3 202311
CPNG COUPANG INC11110.01%0.01%0.01%Q1 2021Q3 202311
WISH CONTEXTLOGIC INC10100.11%0.59%1.71%Q4 2020Q1 202310
RXRX RECURSION PHARMACEUTIC...10100.14%0.26%0.34%Q2 2021Q3 202310
NAUT NAUTILUS BIOTECHNOLOGY...10100.12%0.18%0.28%Q2 2021Q3 202310
APP APPLOVIN CORP10100.01%0.03%0.06%Q2 2021Q3 202310
VICARIOUS SURGICAL INC990.04%0.18%0.32%Q3 2021Q3 20239
JOBY AVIATION INC990.05%0.07%0.13%Q3 2021Q3 20239
MATTERPORT INC990.02%0.04%0.11%Q3 2021Q3 20239
LAZR LUMINAR TECHNOLOGIES INC990.02%0.03%0.04%Q3 2021Q3 20239
VACASA INC880.09%0.41%0.87%Q4 2021Q3 20238
ASTR ASTRA SPACE INC880.02%0.08%0.17%Q3 2021Q2 20238
VMW VMWARE INC880.02%0.06%0.10%Q4 2021Q3 20238
PLANET LABS PBC880.04%0.06%0.07%Q4 2021Q3 20238
AURORA INNOVATION INC880.02%0.05%0.10%Q4 2021Q3 20238
BNTX BIONTECH SE880.00%0.01%0.01%Q2 2021Q1 20238
SNAP SNAP INC880.00%0.00%0.01%Q4 2021Q3 20238
VPL VANGUARD INTL EQUITY I...770.56%0.73%1.06%Q4 2019Q2 20217
VTWO VANGUARD SCOTTSDALE FDS770.12%0.24%0.79%Q4 2019Q2 20217
MELI KASZEK PIONEER CORP770.04%0.09%0.13%Q3 2021Q1 20237
RIGETTI COMPUTING INC770.02%0.04%0.10%Q1 2022Q3 20237
EOSE EOS ENERGY ENTERPRISES...770.00%0.01%0.02%Q4 2020Q2 20227
BARK THE ORIGINAL BARK COMPANY770.00%0.00%0.00%Q3 2021Q1 20237
NU HLDGS LTD660.02%0.49%1.30%Q2 2022Q3 20236
S SENTINELONE INC660.25%0.30%0.35%Q2 2022Q3 20236
ZY ZYMERGEN INC660.03%0.09%0.26%Q2 2021Q3 20226
WORK SLACK TECHNOLOGIES INC660.04%0.05%0.07%Q4 2019Q1 20216
BOXED INC660.00%0.01%0.02%Q4 2021Q1 20236
HNST HONEST CO INC660.00%0.00%0.00%Q4 2021Q1 20236
FISCALNOTE HOLDINGS INC550.07%0.13%0.21%Q3 2022Q3 20235
AKILI INC550.02%0.04%0.06%Q3 2022Q3 20235
CLOV CLOVER HEALTH INVESTME...550.02%0.03%0.05%Q1 2021Q1 20225
DIDI DIDI GLOBAL INC440.05%0.08%0.12%Q2 2021Q1 20224
GINKGO BIOWORKS HOLDIN...440.03%0.04%0.05%Q4 2022Q3 20234
ALLK ALLAKOS INC310.00%0.01%0.02%Q1 2021Q3 20234
EMBARK TECHNOLOGY INC440.01%0.01%0.01%Q3 2022Q2 20234
DLO DLOCAL LTD440.01%0.01%0.01%Q3 2021Q2 20224
PINS PINTEREST INC440.00%0.00%0.00%Q4 2020Q3 20214
TEMPO AUTOMATION HOLDI...440.00%0.00%0.00%Q4 2022Q3 20234
EMBARK TECHNOLOGY INC330.02%0.13%0.19%Q4 2021Q2 20223
DDOG DATADOG INC330.07%0.09%0.10%Q3 2022Q1 20233
UBER UBER TECHNOLOGIES INC330.02%0.05%0.11%Q1 2020Q3 20203
COIN COINBASE GLOBAL INC210.00%0.03%0.07%Q2 2021Q2 20223
MUB ISHARES TR220.04%0.50%0.96%Q4 2022Q1 20232
CONTEXTLOGIC INC220.04%0.05%0.06%Q2 2023Q3 20232
RBLX ROBLOX CORP220.01%0.02%0.04%Q2 2021Q3 20212
ABNB AIRBNB INC220.01%0.02%0.02%Q4 2021Q1 20222
PDD PINDUODUO INC110.01%0.01%0.02%Q1 2020Q2 20212
DOCS DOXIMITY INC220.00%0.00%0.00%Q4 2021Q1 20222
ROBINHOOD MKTS INC220.00%0.00%0.00%Q2 2023Q3 20232
OUTBRAIN INC220.00%0.00%0.00%Q3 2022Q4 20222
BZ KANZHUN LIMITED110.27%0.27%0.27%Q2 2022Q2 20221
HASHICORP INC110.04%0.04%0.04%Q2 2022Q2 20221
BILL BILL COM HLDGS INC110.04%0.04%0.04%Q2 2020Q2 20201
YMM FULL TRUCK ALLIANCE CO...110.02%0.02%0.02%Q4 2021Q4 20211
ESTC ELASTIC N V110.02%0.02%0.02%Q1 2020Q1 20201
FSLY FASTLY INC110.02%0.02%0.02%Q1 2020Q1 20201
FRESHWORKS INC110.02%0.02%0.02%Q2 2022Q2 20221
PTON PELOTON INTERACTIVE INC110.01%0.01%0.01%Q1 2020Q1 20201
NVDA NVIDIA CORPORATION110.01%0.01%0.01%Q3 2023Q3 20231
SQ QUANTUMSCAPE CORP110.01%0.01%0.01%Q3 2021Q3 20211
UPWK UPWORK INC110.01%0.01%0.01%Q2 2020Q2 20201
BVS BIOVENTUS INC110.01%0.01%0.01%Q3 2023Q3 20231
ASTRA SPACE INC110.01%0.01%0.01%Q3 2023Q3 20231
TOAST INC110.01%0.01%0.01%Q2 2022Q2 20221
QS QUANTUMSCAPE CORP110.01%0.01%0.01%Q2 2021Q2 20211
ZUO ZUORA INC110.01%0.01%0.01%Q2 2020Q2 20201
ME 23ANDME HOLDING CO110.01%0.01%0.01%Q4 2021Q4 20211
U UNITY SOFTWARE INC110.00%0.00%0.00%Q4 2021Q4 20211
NTNX NUTANIX INC110.00%0.00%0.00%Q3 2020Q3 20201
NEXTDOOR HOLDINGS INC110.00%0.00%0.00%Q3 2022Q3 20221
LZ LEGALZOOM COM INC110.00%0.00%0.00%Q2 2022Q2 20221
DBX DROPBOX INC110.00%0.00%0.00%Q1 2020Q1 20201
DOMO DOMO INC110.00%0.00%0.00%Q1 2020Q1 20201
FINV FINVOLUTION GROUP110.00%0.00%0.00%Q2 2021Q2 20211
BARKWS THE ORIGINAL BARK COMPANY110.00%0.00%0.00%Q2 2021Q2 20211
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The securities at the top of the list , including PAYPAL HLDGS INC COM, EBAY INC., and ZOOM VIDEO COMMUNICATIONS IN, are the highest-conviction holdings of Comprehensive Financial Management LLC.

The conviction is calculated by counting the number of quarters a security has been reported by Comprehensive Financial Management LLC. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that Comprehensive Financial Management LLC owns currently or has owned in the past.