Comprehensive Money Management Services LLC
RIA/Wealth
Comprehensive Money Management Services LLC is a RIA/Wealth led by Donald Ray Rice, reporting $389.2M in AUM as of Q3 2025 with 70% ETF concentration and minimal technology exposure.
ChairmanDonald Ray Rice
- Portfolio Value
- $141.3M
- Positions
- 185
- Top Holding
- VTIP at 2.88%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Comprehensive Money Management Services LLC's portfolio (20.1% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $4.1M | 2.88% | +$38.4K Bought | — 80.4K shares | |
ETF ETF | $3.6M | 2.57% | +$109.8K Bought | — 76.0K shares | |
ETF ETF | $3.1M | 2.22% | -$151.3K Sold | — 16.6K shares | |
ETF ETF | $3.1M | 2.19% | +$454.2K Bought | — 61.0K shares | |
ETF ETF | $2.7M | 1.88% | +$128.8K Bought | — 39.7K shares | |
ETF ETF | $2.6M | 1.86% | +$3.3K Bought | — 8.0K shares | |
ETF ETF | $2.4M | 1.70% | +$25.6K Bought | — 40.0K shares | |
ETF ETF | $2.4M | 1.68% | +$181.3K Bought | — 47.2K shares | |
ETF ETF | $2.2M | 1.58% | +$64.2K Bought | — 37.9K shares | |
ETF ETF | $2.2M | 1.55% | +$302.7K Bought | — 44.2K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Comprehensive Money Management Services LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
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Sold Out Of
Reduced Holdings
Increased Positions
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for Comprehensive Money Management Services LLC
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