Managed by Cornerstone Wealth Group, Llc • Latest filing Q3 2023
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | I IAU — | $76.9M | 774.6K | 0.00% | — |
| 2 | S SPY — | $66M | 138.9K | 0.00% | — |
| 3 | I IAU — | $37.5M | 87.3K | 0.00% | — |
| 4 | I IAU — | $35.9M | 75.2K | 0.00% | — |
| 5 | I IAU — | $34.5M | 352.3K | 0.00% | — |
| 6 | I IAU — | $34.3M | 364.3K | 0.00% | — |
| 7 | I IAU — | $33.7M | 337.7K | 0.00% | — |
| 8 | S SPY — | $32.3M | 75.6K | 0.00% | — |
| 9 | A AAPL — | $29.8M | 153.6K | 0.00% | — |
| 10 | A AAPL — | $29M | 150.4K | 0.00% | — |
| 11 | A AAPL — | $25.5M | 154.6K | 0.00% | — |
| 12 | S SPY — | $25.3M | 57.1K | 0.00% | — |
| 13 | A AAPL — | $25.2M | 147.4K | 0.00% | — |
| 14 | S SPY — | $23.1M | 56.5K | 0.00% | — |
| 15 | I IAU — | $20.2M | 395.0K | 0.00% | — |
| 16 | I IAU — | $19.8M | 142.6K | 0.00% | — |
| 17 | I IAU — | $18.7M | 321.0K | 0.00% | — |
| 18 | M MSFT — | $18.5M | 49.3K | 0.00% | — |
| 19 | J JHG — | $17.5M | 347.3K | 0.00% | — |
| 20 | J JHG — | $17.1M | 339.2K | 0.00% | — |
Overlap peers will appear here as data populates
Related fund suggestions coming soon.