Managed by Capital Planning Llc • Latest filing Q4 2025
Overlap peers will appear here as data populates
Related fund suggestions coming soon.
| 5 | I IAU — | $41.3M | 71.5K | 0.00% | — |
| 6 | I IAU — | $39.3M | 71.8K | 0.00% | — |
| 7 | I IAU — | $39.2M | 69.8K | 0.00% | — |
| 8 | I IAU — | $36.7M | 69.8K | 0.00% | — |
| 9 | S | $31.7M | 1.14M | 0.00% | — |
| 10 | I IAU — | $30.5M | 63.9K | 0.00% | — |
| 11 | S | $30.2M | 290.3K | 0.00% | — |
| 12 | S | $29.2M | 289.5K | 0.00% | — |
| 13 | M MSFT — | $28.5M | 55.1K | 0.00% | — |
| 14 | M MSFT — | $27.6M | 55.5K | 0.00% | — |
| 15 | M MSFT — | $27.5M | 65.3K | 0.00% | — |
| 16 | S | $27.5M | 1.10M | 0.00% | — |
| 17 | M MSFT — | $26.8M | 62.3K | 0.00% | — |
| 18 | S | $26.8M | 289.0K | 0.00% | — |
| 19 | M MSFT — | $26.2M | 55.4K | 0.00% | — |
| 20 | P PWR — | $26M | 59.2K | 0.00% | — |