Managed by Claris Financial Llc • Latest filing Q3 2025
Overlap peers will appear here as data populates
Related fund suggestions coming soon.
| — |
| 5 | A AAPL — | $9.4M | 34.6K | 0.00% | — |
| 6 | I IAU — | $9.3M | 36.1K | 0.00% | — |
| 7 | A AAPL — | $8.9M | 35.1K | 0.00% | — |
| 8 | I IAU — | $8.9M | 35.4K | 0.00% | — |
| 9 | N NVDA — | $8M | 42.7K | 0.00% | — |
| 10 | F FPF — | $7.9M | 175.7K | 0.00% | — |
| 11 | M MSFT — | $7.3M | 14.1K | 0.00% | — |
| 12 | F FPF — | $7.3M | 167.2K | 0.00% | — |
| 13 | F FPF — | $7.3M | 167.2K | 0.00% | — |
| 14 | N NVDA — | $7.3M | 38.9K | 0.00% | — |
| 15 | I IAU — | $7.1M | 29.6K | 0.00% | — |
| 16 | M MSFT — | $6.8M | 14.1K | 0.00% | — |
| 17 | I IAU — | $6.2M | 30.0K | 0.00% | — |
| 18 | I IAU — | $6.2M | 30.0K | 0.00% | — |
| 19 | V VGES — | $6.2M | 14.1K | 0.00% | — |
| 20 | V VGES — | $5.5M | 29.1K | 0.00% | — |