Comprehensive Financial Management
$3.0B Assets Reported
42 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| PYPL | PAYPAL HLDGS INC | 25,996,118 | $1.2B | 39.0% |
| EBAY | EBAY INC. | 10,034,000 | $913M | 30.3% |
| GLD | SPDR GOLD TR | 1,147,529 | $494M | 16.4% |
| ZM | ZOOM COMMUNICATIONS INC | 1,171,195 | $94M | 3.1% |
| NU | NU HLDGS LTD | 3,854,648 | $55M | 1.8% |
| IWD | ISHARES TR | 210,233 | $45M | 1.5% |
| IWN | ISHARES TR | 230,481 | $44M | 1.4% |
| VBR | VANGUARD INDEX FDS | 184,376 | $40M | 1.3% |
| VNQ | VANGUARD INDEX FDS | 328,338 | $29M | 1.0% |
| CRCL | CIRCLE INTERNET GROUP INC | 214,537 | $20M | 0.7% |
Track Comprehensive Financial Management's 13F portfolio: $3.0B in reported holdings, 42 positions. Top holdings, AUM, and quarterly changes on SentiSense.