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William Neubauer

Comprehensive Money Management Services Llc

Assets Managed
$152.443M
Holdings
193
Last Quarter
2026 - Q1
Filed Date
1mo 7d ago
Growth Rate
5.12%(2Q avg: 3.89%)
Sustained Growth
5 quarters

Portfolio positions

This chart displays the top 10 holdings in Comprehensive Money Management Services Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 193 positions.

Assets under management

The assets under management (AUM) of Comprehensive Money Management Services Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 152.443M in assets, with a quarterly growth rate of 5.12% and a 2-quarter average growth rate of 3.89%. The portfolio is managed by William Neubauer, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VTIP
Vanguard Short-term Tips
Recent Activity
Increased 27.97%
2.82%
$4.297M
86,036 shares@ $49.95 avg price
VNQI
Vanguard Glbl Ex-us Real Est
Recent Activity
Increased 2.35%
2.48%
$3.769M
84,789 shares@ $44.45 avg price
VPU
Vanguard Utilities Etf
Recent Activity
Decreased -1.98%
2.1%
$3.196M
16,128 shares@ $198.15 avg price
VWOB
Vanguard Emerg Mkts Gov Bnd
Recent Activity
Increased 5.15%
1.83%
$2.78M
42,319 shares@ $65.7 avg price
WOOD
Ishares Global Timber & Fore
Recent Activity
Increased 0.14%
1.74%
$2.64M
37,205 shares@ $70.95 avg price
VEA
Vanguard Ftse Developed Etf
Recent Activity
Increased 2.97%
1.72%
$2.615M
40,804 shares@ $64.08 avg price
USFR
Wisdomtree Floating Rate Tre
Recent Activity
Increased 24.4%
1.72%
$2.612M
51,890 shares@ $50.35 avg price
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Increased 0.81%
1.71%
$2.596M
8,091 shares@ $320.82 avg price
USRT
Ishares Core Us Reit Etf
Recent Activity
Increased 0.6%
1.49%
$2.259M
38,166 shares@ $59.2 avg price
BNDX
Vanguard Total Intl Bond Etf
Recent Activity
Increased 3.4%
1.45%
$2.21M
45,988 shares@ $48.05 avg price

1-10 of 193