Managed by Cetera Advisors Llc • Latest filing Q4 2023
Overlap peers will appear here as data populates
Related fund suggestions coming soon.
| — |
| 5 | A AAPL — | $198M | 1.20M | 0.00% | — |
| 6 | I IAU — | $197.7M | 413.9K | 0.00% | — |
| 7 | S SPY — | $180.3M | 421.8K | 0.00% | — |
| 8 | I IAU — | $161.8M | 376.7K | 0.00% | — |
| 9 | I IAU — | $158.2M | 354.9K | 0.00% | — |
| 10 | S SPY — | $150.7M | 339.9K | 0.00% | — |
| 11 | I IAU — | $141.8M | 344.9K | 0.00% | — |
| 12 | M MSFT — | $127.5M | 339.2K | 0.00% | — |
| 13 | G GSCE — | $118.7M | 1.26M | 0.00% | — |
| 14 | S SPY — | $110M | 268.6K | 0.00% | — |
| 15 | G GSCE — | $104.4M | 1.24M | 0.00% | — |
| 16 | M MSFT — | $101.7M | 322.0K | 0.00% | — |
| 17 | I IAU — | $98.5M | 325.1K | 0.00% | — |
| 18 | V VOO — | $96.2M | 220.2K | 0.00% | — |
| 19 | M MSFT — | $94.2M | 276.5K | 0.00% | — |
| 20 | G GSCE — | $94.1M | 1.08M | 0.00% | — |