Managed by Cfg Wealth Management Services, Inc. • Latest filing Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | ? N/A — | $13.7M | 572.5K | 0.00% | — |
| 2 | ? N/A — | $13.7M | 572.5K | 0.00% | — |
| 3 | ? N/A — | $13.1M | 558.7K | 0.00% | — |
| 4 | S | $9.1M | 369.1K | 0.00% | — |
| 5 |
Overlap peers will appear here as data populates
Related fund suggestions coming soon.
S |
| $9.1M |
| 369.1K |
| 0.00% |
| — |
| 6 | S | $8.9M | 369.7K | 0.00% | — |
| 7 | S | $8.2M | 311.3K | 0.00% | — |
| 8 | S | $7.9M | 313.5K | 0.00% | — |
| 9 | S | $7.9M | 313.5K | 0.00% | — |
| 10 | I IVZ — | $7.1M | 94.7K | 0.00% | — |
| 11 | I IVZ — | $7.1M | 94.7K | 0.00% | — |
| 12 | I IVZ — | $6.7M | 93.3K | 0.00% | — |
| 13 | V VGES — | $6.6M | 84.7K | 0.00% | — |
| 14 | V VGES — | $6.6M | 84.7K | 0.00% | — |
| 15 | V VGES — | $6.3M | 84.7K | 0.00% | — |
| 16 | ? N/A — | $6M | 228.1K | 0.00% | — |
| 17 | ? N/A — | $6M | 228.1K | 0.00% | — |
| 18 | ? N/A — | $5.9M | 221.5K | 0.00% | — |
| 19 | S | $5.3M | 159.8K | 0.00% | — |
| 20 | S | $5.3M | 159.8K | 0.00% | — |