IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Comprehensive Financial Management LLC

Q1 2020 Holdings

Filed 2020-05-14 | 27 holdings | $7.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↓Shares% Portfolio
Paypal Hldgs Inc(PYPL)COM70450Y103$3.2M32,957,85840.8%
Alibaba Group Hldg LTD(BABA)SPONSORED ADS01609W102$2.5M12,63431.8%
Ebay Inc(EBAY)COM278642103$990.0K32,933,85812.8%
Cisco SYS Inc(CSCO)COM17275R102$448.0K11,4095.8%
Zoom Video Communications in(ZM)CL A98980L101$364.8K2,496,4804.7%
Spdr Gold Trust(GLD)GOLD SHS78463V107$131.4K887,2541.7%
Vanguard Index FDS(VNQ)REAL ESTATE ETF922908553$58.3K834,5180.8%
Vanguard Intl Equity Index F(VPL)FTSE PACIFIC ETF922042866$44.6K809,2960.6%
Ishares TR(IWD)RUS 1000 VAL ETF464287598$21.8K219,4240.3%
Ishares TR(IWN)RUS 2000 VAL ETF464287630$18.9K230,4810.2%
Spdr S&P 500 ETF TR(SPY)TR UNIT78462F103$9.7K37,4420.1%
Vanguard Scottsdale FDS(VTWO)VNG RUS2000IDX92206C664$8.3K89,9310.1%
Uber Technologies Inc(UBER)COM90353T100$5.4K193,1320.1%
Maui LD & Pineapple Inc(MLP)COM577345101$3.8K344,8280.0%
Vanguard Index FDS(VTI)TOTAL STK MKT922908769$3.5K27,0820.0%
Slack Technologies Inc(WORK)COM CL A83088V102$3.2K119,5020.0%
Dell Technologies Inc(DELL)CL C24703L202$1.9K48,1970.0%
Vanguard Star FDS(VXUS)VG TL INTL STK F921909768$1.6K38,5680.0%
Twist Bioscience Corp(TWST)COM90184D100$1.3K42,3630.0%
Docusign Inc(DOCU)COM256163106$1.2K13,0930.0%
Elastic N V(ESTC)ORD SHSN14506104$1.1K20,1620.0%
Fastly Inc(FSLY)CL A31188V100$1.0K52,7130.0%
Peloton Interactive Inc(PTON)CL A COM70614W100$67725,5150.0%
Pinduoduo Inc(PDD)SPONSORED ADS722304102$50213,9240.0%
Workday Inc(WDAY)CL A98138H101$3262,5000.0%
Dropbox Inc(DBX)CL A26210C104$19010,5060.0%
Domo Inc(DOMO)COM CL B257554105$12612,6390.0%