Managed by Delap Wealth Advisory, Llc • Latest filing Q2 2023
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | V VGES — | $13.8M | 298.4K | 0.00% | — |
| 2 | ? N/A — | $13.5M | 498.7K | 0.00% | — |
| 3 | ? N/A — | $13.3M | 522.3K | 0.00% | — |
| 4 | ? N/A — | $12.3M | 467.7K | 0.00% | — |
| 5 |
Overlap peers will appear here as data populates
Related fund suggestions coming soon.
I IAU — |
| $11.6M |
| 118.6K |
| 0.00% |
| — |
| 6 | I IAU — | $11M | 117.2K | 0.00% | — |
| 7 | V VGES — | $10.6M | 233.7K | 0.00% | — |
| 8 | I IAU — | $9.4M | 162.1K | 0.00% | — |
| 9 | V VGES — | $9.3M | 212.6K | 0.00% | — |
| 10 | I IAU — | $7.4M | 81.9K | 0.00% | — |
| 11 | ? N/A — | $6.4M | 194.4K | 0.00% | — |
| 12 | ? N/A — | $6.3M | 192.4K | 0.00% | — |
| 13 | I IAU — | $5.9M | 98.3K | 0.00% | — |
| 14 | X XOM — | $5.7M | 245.6K | 0.00% | — |
| 15 | X XOM — | $5.7M | 245.5K | 0.00% | — |
| 16 | I IAU — | $5.5M | 90.8K | 0.00% | — |
| 17 | V VGES — | $5.5M | 71.7K | 0.00% | — |
| 18 | X XOM — | $5.5M | 242.6K | 0.00% | — |
| 19 | V VGES — | $5.1M | 66.9K | 0.00% | — |
| 20 | A AAPL — | $4.8M | 29.3K | 0.00% | — |