Managed by Cetera Investment Advisers • Latest filing Q4 2023
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | I IAU — | $1.2B | 2.27M | 0.00% | — |
| 2 | A AAPL — | $1B | 6.09M | 0.00% | — |
| 3 | M MSFT — | $814.3M | 1.94M | 0.00% | — |
| 4 | Q QQQ — | $712.4M | 1.60M | 0.00% | — |
| 5 | S SPY — | $661.3M | 1.26M | 0.00% | — |
| 6 | V VGES — | $625.8M | 2.41M | 0.00% | — |
| 7 | N NVDA — | $615M | 680.6K | 0.00% | — |
| 8 | A AMZN — | $606.8M | 3.36M | 0.00% | — |
| 9 | V VOO — | $581.8M | 1.21M | 0.00% | — |
| 10 | I IAU — | $516.9M | 1.08M | 0.00% | — |
| 11 | I IAU — | $442.4M | 992.7K | 0.00% | — |
| 12 | I IAU — | $442.3M | 1.31M | 0.00% | — |
| 13 | I IAU — | $441.8M | 1.03M | 0.00% | — |
| 14 | I IAU — | $405.7M | 986.9K | 0.00% | — |
| 15 | I IAU — | $394.5M | 8.65M | 0.00% | — |
| 16 | I IAU — | $374.9M | 3.83M | 0.00% | — |
| 17 | V VGES — | $356.7M | 1.04M | 0.00% | — |
| 18 | A AAPL — | $356.2M | 1.84M | 0.00% | — |
| 19 | V VGES — | $355.9M | 2.19M | 0.00% | — |
| 20 | V VGES — | $349.2M | 4.81M | 0.00% | — |
Overlap peers will appear here as data populates
Related fund suggestions coming soon.