| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2013 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| PAYPAL HLDGS INC COM | 19 | Q2 2024 | 76.5% |
| EBAY INC. | 19 | Q2 2024 | 22.6% |
| SPDR GOLD TRUST | 19 | Q2 2024 | 9.6% |
| ZOOM VIDEO COMMUNICATIONS IN | 19 | Q2 2024 | 9.9% |
| VANGUARD REIT INDEX ETF | 19 | Q2 2024 | 1.5% |
| ISHARES TR | 19 | Q2 2024 | 1.3% |
| ISHARES TR | 19 | Q2 2024 | 1.3% |
| SPDR S&P 500 ETF TRUST | 19 | Q2 2024 | 0.4% |
| VANGUARD INDEX FUNDS VANGUARD TOTAL STK MKT ETF | 19 | Q2 2024 | 1.1% |
| MAUI LD & PINEAPPLE INC | 19 | Q2 2024 | 0.3% |
View Comprehensive Financial Management LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-30 |
| 13F-HR | 2024-08-14 |
| 13F-HR | 2024-05-15 |
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-15 |
View Comprehensive Financial Management LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.