Managed by Heron Financial Group, Llc • Latest filing Q2 2023
Overlap peers will appear here as data populates
Related fund suggestions coming soon.
| 5 | I IAU — | $8.2M | 84.9K | 0.00% | — |
| 6 | I IAU — | $8M | 74.3K | 0.00% | — |
| 7 | V VGES — | $7.1M | 66.7K | 0.00% | — |
| 8 | I IAU — | $7M | 28.7K | 0.00% | — |
| 9 | V VGES — | $6.7M | 33.7K | 0.00% | — |
| 10 | I IAU — | $6.3M | 44.5K | 0.00% | — |
| 11 | A AAPL — | $5M | 26.0K | 0.00% | — |
| 12 | I IAU — | $4.2M | 16.5K | 0.00% | — |
| 13 | M MSFT — | $2.9M | 8.5K | 0.00% | — |
| 14 | ? N/A — | $2.6M | 51.8K | 0.00% | — |
| 15 | T TMO — | $2.6M | 5.0K | 0.00% | — |
| 16 | Q QQQ — | $2.2M | 195.4K | 0.00% | — |
| 17 | M | $2.2M | 25.4K | 0.00% | — |
| 18 | ? N/A — | $2M | 42.6K | 0.00% | — |
| 19 | B | $2M | 5.9K | 0.00% | — |
| 20 | L LYB — | $2M | 21.6K | 0.00% | — |