Managed by Allium Financial Advisors, Llc • Latest filing Q1 2025
Overlap peers will appear here as data populates
Related fund suggestions coming soon.
| — |
| 5 | I IAU — | $9.2M | 14.8K | 0.00% | — |
| 6 | I IAU — | $8.3M | 14.8K | 0.00% | — |
| 7 | N NVDA — | $6.3M | 39.9K | 0.00% | — |
| 8 | A AAPL — | $5.7M | 25.9K | 0.00% | — |
| 9 | C COST — | $5.2M | 5.3K | 0.00% | — |
| 10 | A AAPL — | $5.1M | 25.1K | 0.00% | — |
| 11 | C COST — | $5M | 5.3K | 0.00% | — |
| 12 | M MSFT — | $4.6M | 9.3K | 0.00% | — |
| 13 | N NVDA — | $4.6M | 42.0K | 0.00% | — |
| 14 | I IAU — | $3.7M | 77.2K | 0.00% | — |
| 15 | M MSFT — | $3.6M | 9.6K | 0.00% | — |
| 16 | ? N/A — | $3.3M | 92.1K | 0.00% | — |
| 17 | ? N/A — | $3M | 92.1K | 0.00% | — |
| 18 | S SPY — | $2.9M | 5.2K | 0.00% | — |
| 19 | A AMZN — | $2.6M | 11.9K | 0.00% | — |
| 20 | I IAU — | $2.5M | 27.2K | 0.00% | — |