0001535202-24-000002.txt : 20240110 0001535202-24-000002.hdr.sgml : 20240110 20240110125817 ACCESSION NUMBER: 0001535202-24-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20201231 FILED AS OF DATE: 20240110 DATE AS OF CHANGE: 20240110 EFFECTIVENESS DATE: 20240110 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Comprehensive Wealth Management, LLC CENTRAL INDEX KEY: 0001535202 ORGANIZATION NAME: IRS NUMBER: 912135495 STATE OF INCORPORATION: WA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-23493 FILM NUMBER: 24525818 BUSINESS ADDRESS: STREET 1: 3500 188TH ST SW, SUITE 102 CITY: LYNNWOOD STATE: WA ZIP: 98037 BUSINESS PHONE: 425-778-6160 MAIL ADDRESS: STREET 1: 3500 188TH ST SW, SUITE 102 CITY: LYNNWOOD STATE: WA ZIP: 98037 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001535202 XXXXXXXX 12-31-2020 12-31-2020 Comprehensive Wealth Management, LLC

3500 188TH ST SW, SUITE 102 LYNNWOOD WA 98037

13F HOLDINGS REPORT 028-23493 000116958 801-69045 N Christina Ybarra 425-778-6160 Christina Ybarra Lynnwood WA 01-10-2024 0 7 112070623 false INFORMATION TABLE 2 CWM13f12312020.xml FIRST TR EXCH TRADED FD III LNG/SHT EQUITY 33739P103 36692083 841465 SH SOLE 0 0 0 841465 INVESCO EXCH TRADED FD TR II GBL SRT TRM HY 46138E669 1929364 86893 SH SOLE 0 0 0 86893 MICROSOFT CORP COM 594918104 755180 3395 SH SOLE 0 0 0 3395 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 282143 2170 SH SOLE 0 0 0 2170 SPDR SER TR PORTFOLIO LN TSR 78464A664 40840709 904957 SH SOLE 0 0 0 904957 VANGUARD BD INDEX FDS INTERMED TERM 921937819 9294285 100100 SH SOLE 0 0 0 100100 WISDOMTREE TR FUTRE STRAT FD 97717W125 20018310 539708 SH SOLE 0 0 0 539708