Managed by Concentric Wealth Management, Llc • Latest filing Q3 2024
Overlap peers will appear here as data populates
Related fund suggestions coming soon.
| 5 | M MDT — | $14.2M | 157.7K | 0.00% | — |
| 6 | A AAPL — | $13.9M | 59.6K | 0.00% | — |
| 7 | M MSFT — | $13.7M | 31.8K | 0.00% | — |
| 8 | M MSFT — | $13.5M | 32.2K | 0.00% | — |
| 9 | G | $13.3M | 73.2K | 0.00% | — |
| 10 | I IAU — | $13.2M | 169.2K | 0.00% | — |
| 11 | I IAU — | $12.8M | 93.1K | 0.00% | — |
| 12 | M MDT — | $12.2M | 157.1K | 0.00% | — |
| 13 | I IAU — | $12.1M | 210.5K | 0.00% | — |
| 14 | G | $12.1M | 72.7K | 0.00% | — |
| 15 | I IAU — | $12M | 164.8K | 0.00% | — |
| 16 | M MDT — | $11.9M | 152.8K | 0.00% | — |
| 17 | M MSFT — | $11.8M | 31.5K | 0.00% | — |
| 18 | I IAU — | $11.8M | 159.4K | 0.00% | — |
| 19 | A AAPL — | $11.5M | 54.6K | 0.00% | — |
| 20 | O | $11.1M | 65.4K | 0.00% | — |