Managed by Bolthouse Investments, Llc • Latest filing Q1 2025
Overlap peers will appear here as data populates
Related fund suggestions coming soon.
| — |
| 5 | S SPY — | $8.9M | 14.5K | 0.00% | — |
| 6 | S SPY — | $7.7M | 13.8K | 0.00% | — |
| 7 | S SPY — | $7.5M | 12.8K | 0.00% | — |
| 8 | I IAU — | $7.1M | 79.0K | 0.00% | — |
| 9 | P PRIM — | $6.6M | 85.0K | 0.00% | — |
| 10 | I IAU — | $6.6M | 80.7K | 0.00% | — |
| 11 | M MSFT — | $6.2M | 12.5K | 0.00% | — |
| 12 | I IAU — | $5.9M | 77.7K | 0.00% | — |
| 13 | A AAPL — | $5.6M | 22.2K | 0.00% | — |
| 14 | M MSFT — | $5.2M | 12.4K | 0.00% | — |
| 15 | A AAPL — | $4.9M | 22.2K | 0.00% | — |
| 16 | P PRIM — | $4.9M | 85.0K | 0.00% | — |
| 17 | M MSFT — | $4.7M | 12.5K | 0.00% | — |
| 18 | A AAPL — | $4.5M | 22.1K | 0.00% | — |
| 19 | A AVGO — | $3.6M | 15.4K | 0.00% | — |
| 20 | V VYLD — | $3.5M | 68.6K | 0.00% | — |