Managed by Envision Financial Planning, Llc • Latest filing Q4 2025
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | ? N/A — | $23.4M | 500.0K | 0.00% | — |
| 2 | ? N/A — | $23.4M | 510.9K | 0.00% | — |
| 3 | F FIS — | $22.9M | 497.9K | 0.00% | — |
| 4 | ? N/A — | $21.2M | 522.4K | 0.00% | — |
| 5 | ? N/A — | $20.9M | 493.1K | 0.00% | — |
Overlap peers will appear here as data populates
Related fund suggestions coming soon.
| 6 | ? N/A — | $20.7M | 788.1K | 0.00% | — |
| 7 | ? N/A — | $20.6M | 788.8K | 0.00% | — |
| 8 | ? N/A — | $20.3M | 511.6K | 0.00% | — |
| 9 | I IAU — | $20M | 867.4K | 0.00% | — |
| 10 | I IAU — | $19.7M | 852.3K | 0.00% | — |
| 11 | ? N/A — | $19M | 494.7K | 0.00% | — |
| 12 | C | $18.4M | 604.1K | 0.00% | — |
| 13 | I IAU — | $18M | 845.9K | 0.00% | — |
| 14 | ? N/A — | $17.6M | 677.6K | 0.00% | — |
| 15 | ? N/A — | $16.7M | 439.4K | 0.00% | — |
| 16 | ? N/A — | $16.6M | 650.7K | 0.00% | — |
| 17 | ? N/A — | $16.5M | 439.6K | 0.00% | — |
| 18 | I IAU — | $16.5M | 716.9K | 0.00% | — |
| 19 | ? N/A — | $16.3M | 431.7K | 0.00% | — |
| 20 | ? N/A — | $16.3M | 616.2K | 0.00% | — |