Managed by Institutional & Family Asset Management, Llc • Latest filing Q2 2024
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | ? N/A — | $78.6M | 2.64M | 0.00% | — |
| 2 | ? N/A — | $72.7M | 2.64M | 0.00% | — |
| 3 | ? N/A — | $67.7M | 2.42M | 0.00% | — |
| 4 | ? N/A — | $51.5M | 1.87M | 0.00% | — |
| 5 |
Overlap peers will appear here as data populates
Related fund suggestions coming soon.
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| $46.3M |
| 624.4K |
| 0.00% |
| — |
| 6 | I IAU — | $45.3M | 624.0K | 0.00% | — |
| 7 | I IAU — | $44.6M | 634.3K | 0.00% | — |
| 8 | ? N/A — | $42.9M | 1.62M | 0.00% | — |
| 9 | V VOO — | $42.7M | 85.3K | 0.00% | — |
| 10 | I IAU — | $42.7M | 632.2K | 0.00% | — |
| 11 | I IAU — | $42.6M | 637.7K | 0.00% | — |
| 12 | I IAU — | $40.7M | 633.0K | 0.00% | — |
| 13 | V VOO — | $38.6M | 80.3K | 0.00% | — |
| 14 | ? N/A — | $38.5M | 1.54M | 0.00% | — |
| 15 | V VOO — | $35.7M | 81.7K | 0.00% | — |
| 16 | S SPY — | $35M | 64.2K | 0.00% | — |
| 17 | S SPY — | $32.8M | 62.7K | 0.00% | — |
| 18 | S SPY — | $32.4M | 68.2K | 0.00% | — |
| 19 | S SPY — | $27.8M | 65.0K | 0.00% | — |
| 20 | V VOO — | $27.7M | 68.0K | 0.00% | — |