Managed by Curtis Wealth Management Llc • Latest filing Q4 2025
Overlap peers will appear here as data populates
Related fund suggestions coming soon.
| 5 | D DIA — | $5.9M | 101.1K | 0.00% | — |
| 6 | A AXP — | $5.8M | 70.2K | 0.00% | — |
| 7 | I IAU — | $5.8M | 16.8K | 0.00% | — |
| 8 | I IAU — | $4.6M | 22.4K | 0.00% | — |
| 9 | I IAU — | $4.4M | 6.3K | 0.00% | — |
| 10 | D DIA — | $4.3M | 52.7K | 0.00% | — |
| 11 | I IAU — | $3.6M | 16.8K | 0.00% | — |
| 12 | I IAU — | $3.5M | 90.6K | 0.00% | — |
| 13 | I IAU — | $3.5M | 102.1K | 0.00% | — |
| 14 | I IAU — | $3.5M | 66.2K | 0.00% | — |
| 15 | Q QQQ — | $3.4M | 28.3K | 0.00% | — |
| 16 | I IAU — | $2.9M | 61.9K | 0.00% | — |
| 17 | S | $2.8M | 120.2K | 0.00% | — |
| 18 | Q QQQ — | $2.4M | 41.3K | 0.00% | — |
| 19 | I IAU — | $2.1M | 28.6K | 0.00% | — |
| 20 | I IAU — | $2M | 20.9K | 0.00% | — |