Managed by Captrust Financial Advisors • Latest filing Q4 2025
Overlap peers will appear here as data populates
Related fund suggestions coming soon.
| 5 | I IAU — | $2B | 3.43M | 0.00% | — |
| 6 | V VGES — | $1.9B | 30.17M | 0.00% | — |
| 7 | I IAU — | $1.8B | 3.14M | 0.00% | — |
| 8 | A AAPL — | $1.8B | 6.55M | 0.00% | — |
| 9 | V VGES — | $1.7B | 28.54M | 0.00% | — |
| 10 | I IAU — | $1.6B | 2.90M | 0.00% | — |
| 11 | A AAPL — | $1.6B | 6.16M | 0.00% | — |
| 12 | I IAU — | $1.5B | 17.96M | 0.00% | — |
| 13 | V VGES — | $1.4B | 25.00M | 0.00% | — |
| 14 | I IAU — | $1.4B | 17.02M | 0.00% | — |
| 15 | A AAPL — | $1.4B | 6.12M | 0.00% | — |
| 16 | M MSFT — | $1.3B | 2.60M | 0.00% | — |
| 17 | M MSFT — | $1.3B | 2.77M | 0.00% | — |
| 18 | A AAPL — | $1.3B | 5.17M | 0.00% | — |
| 19 | M MSFT — | $1.3B | 2.56M | 0.00% | — |
| 20 | A AAPL — | $1.3B | 6.13M | 0.00% | — |