Managed by Asset Planning Corporation • Latest filing Q3 2025
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | ? N/A — | $28.9M | 675.3K | 0.00% | — |
| 2 | ? N/A — | $27.3M | 647.1K | 0.00% | — |
| 3 | ? N/A — | $23.7M | 563.2K | 0.00% | — |
| 4 | ? N/A — | $22.8M | 552.2K | 0.00% | — |
| 5 |
Overlap peers will appear here as data populates
Related fund suggestions coming soon.
| $21M |
| 41.8K |
| 0.00% |
| — |
| 6 | B | $20.6M | 38.7K | 0.00% | — |
| 7 | B | $20M | 41.1K | 0.00% | — |
| 8 | ? N/A — | $19M | 439.3K | 0.00% | — |
| 9 | A ATI — | $18.4M | 507.5K | 0.00% | — |
| 10 | ? N/A — | $18M | 476.8K | 0.00% | — |
| 11 | B | $17.5M | 38.6K | 0.00% | — |
| 12 | B | $17.4M | 37.7K | 0.00% | — |
| 13 | ? N/A — | $16.5M | 464.6K | 0.00% | — |
| 14 | A ATI — | $16.5M | 477.6K | 0.00% | — |
| 15 | V VGES — | $15.8M | 314.7K | 0.00% | — |
| 16 | V VGES — | $15.8M | 319.1K | 0.00% | — |
| 17 | B | $15.1M | 37.1K | 0.00% | — |
| 18 | V VGES — | $14.9M | 311.8K | 0.00% | — |
| 19 | V VGES — | $13.4M | 289.3K | 0.00% | — |
| 20 | V VGES — | $13.2M | 157.1K | 0.00% | — |