Managed by Koenig Investment Advisory, Llc • Latest filing Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | ? N/A — | $18.7M | 229.8K | 0.00% | — |
| 2 | ? N/A — | $15.7M | 192.0K | 0.00% | — |
| 3 | ? N/A — | $15.7M | 204.8K | 0.00% | — |
| 4 | E ETHA — | $14.5M | 150.1K | 0.00% | — |
| 5 |
Overlap peers will appear here as data populates
Related fund suggestions coming soon.
I IAU — |
| $14.3M |
| 148.2K |
| 0.00% |
| — |
| 6 | I IAU — | $13.8M | 149.2K | 0.00% | — |
| 7 | V VGES — | $13.2M | 164.1K | 0.00% | — |
| 8 | V VGES — | $12.7M | 41.3K | 0.00% | — |
| 9 | V VGES — | $11.8M | 41.2K | 0.00% | — |
| 10 | E ETHA — | $10.7M | 107.6K | 0.00% | — |
| 11 | E ETHA — | $10.6M | 214.2K | 0.00% | — |
| 12 | I IAU — | $10.4M | 104.9K | 0.00% | — |
| 13 | I IAU — | $10.4M | 102.8K | 0.00% | — |
| 14 | I IAU — | $10M | 201.1K | 0.00% | — |
| 15 | ? N/A — | $9.6M | 95.3K | 0.00% | — |
| 16 | I IAU — | $9.5M | 205.6K | 0.00% | — |
| 17 | P PDI — | $9.3M | 92.1K | 0.00% | — |
| 18 | P PDI — | $9.2M | 91.1K | 0.00% | — |
| 19 | M MSFT — | $8.2M | 20.4K | 0.00% | — |
| 20 | ? N/A — | $8M | 52.4K | 0.00% | — |