Managed by Consolidated Portfolio Review Corp • Latest filing Q4 2025
Overlap peers will appear here as data populates
Related fund suggestions coming soon.
| $63.6M |
| 834.4K |
| 0.00% |
| — |
| 6 | I IAU — | $59.3M | 899.1K | 0.00% | — |
| 7 | V VGES — | $52.4M | 839.4K | 0.00% | — |
| 8 | A AAPL — | $52.2M | 204.8K | 0.00% | — |
| 9 | A AAPL — | $47.1M | 188.2K | 0.00% | — |
| 10 | A AAPL — | $44.9M | 202.2K | 0.00% | — |
| 11 | A AAPL — | $41.9M | 204.1K | 0.00% | — |
| 12 | V VGES — | $32.6M | 112.4K | 0.00% | — |
| 13 | G GLD — | $28.2M | 71.2K | 0.00% | — |
| 14 | I IAU — | $25.4M | 211.7K | 0.00% | — |
| 15 | A AAPL — | $24.5M | 127.4K | 0.00% | — |
| 16 | A AAPL — | $23.6M | 121.6K | 0.00% | — |
| 17 | M MSFT — | $22.2M | 42.8K | 0.00% | — |
| 18 | A AAPL — | $20.9M | 122.1K | 0.00% | — |
| 19 | M MSFT — | $20.5M | 41.3K | 0.00% | — |
| 20 | A AAPL — | $20.1M | 121.7K | 0.00% | — |