RITHOLTZ WEALTH MANAGEMENT

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
New York, NY
CIK
0001698218
Alternate names
Comprehensive Portfolio Management, LLC
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 753 2,577,869 VTI, IVV, QQQ, STIP 13F-HR 1/18/2024 000108514624000293
Q3 2023 702 2,227,118 VTI, IVV, QQQ, STIP 13F-HR 10/13/2023 000108514623003721
Q2 2023 665 2,222,885 VTI, QQQ, IVV, STIP 13F-HR 7/17/2023 000108514623002725
Q1 2023 639 2,006,318 VTI, QQQ, IVV, STIP 13F-HR 4/19/2023 000108514623001753
Q4 2022 574 1,791,284 BIL, VTI, SHY, STIP 13F-HR 1/18/2023 000108514623000195
Q3 2022 711 1,883,218 SHY, VTI, BSV, AAPL 13F-HR 10/18/2022 000108514622003491
Q2 2022 540 1,587,360 SHY, VTI, BSV, STIP 13F-HR 7/15/2022 000108514622002412
Q1 2022 545 1,479,656 VTI, IVV, BSV, SPY 13F-HR 4/14/2022 000108514622001415
Q4 2021 556 1,608,558 QQQ, IVV, VTI, SPY 13F-HR 1/18/2022 000108514622000147
Q3 2021 512 1,442,277 VTI, QQQ, IVV, BSV 13F-HR 10/14/2021 000108514621002797
Q2 2021 545 1,388,343 VTI, IVV, QQQ, IEFA 13F-HR 7/19/2021 000108514621002028
Q1 2021 480 1,201,066 VTI, IVV, QQQ, IEFA 13F-HR 5/12/2021 000108514621001568
Q4 2020 410 1,044,796 VTI, IVV, QQQ, IEFA 13F-HR 1/19/2021 000108514621000171
Q3 2020 330 890,377 VTI, IVV, QQQ, BSV 13F-HR 10/23/2020 000108514620002621
Q2 2020 296 776,604 VTI, IVV, QQQ, BSV 13F-HR 7/15/2020 000108514620001791
Q1 2020 177 623,913 IEI, VTI, BSV, TIP 13F-HR 4/9/2020 000108514620001061
Q4 2019 158 685,472 IVV, VTI, BSV, QQQ 13F-HR 1/17/2020 000108514620000173
Q3 2019 144 615,803 IVV, VTI, BSV, TIP 13F-HR 10/17/2019 000108514619002562
Q2 2019 141 585,529 IVV, VTI, BSV, TIP 13F-HR 7/15/2019 000108514619001886
Q1 2019 130 545,925 IVV, VTI, BSV, QQQ 13F-HR 4/12/2019 000108514619001167
Q4 2018 119 441,273 IEI, TIP, VEA, VGK 13F-HR 1/18/2019 000108514619000191
Q3 2018 115 394,883 SPY, QQQ, TIP, VGK 13F-HR 10/12/2018 000108514618002321
Q2 2018 115 368,018 SPY, TIP, QQQ, VGK 13F-HR 7/12/2018 000108514618001682
Q1 2018 114 349,957 SPY, TIP, VGK, QQQ 13F-HR 4/17/2018 000108514618001096
Q4 2017 112 337,463 SPY, VGK, QQQ, VEA 13F-HR 1/23/2018 000108514618000190
Q3 2017 78 267,319 SPY, VGK, QQQ, VEA 13F-HR 10/17/2017 000108514617002073
Q2 2017 69 238,244 SPY, VGK, QQQ, VEA 13F-HR 8/4/2017 000108514617001644
Q4 2016 70 195,381 SPY, VGK, QQQ, VEA 13F-HR 2/17/2017 000108514617000823