Managed by Larry Mathis Financial Planning, Llc • Latest filing Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | ? N/A — | $13.2M | 280.64M | 0.00% | — |
| 2 | ? N/A — | $8.3M | 184.4K | 0.00% | — |
| 3 | V VGES — | $6.4M | 321.8K | 0.00% | — |
| 4 | ? N/A — | $6M | 16.36M | 0.00% | — |
| 5 |
Overlap peers will appear here as data populates
Related fund suggestions coming soon.
D DIA — |
| $5.7M |
| 62.5K |
| 0.00% |
| — |
| 6 | I IAU — | $5.7M | 51.5K | 0.00% | — |
| 7 | U UCO — | $5.5M | 86.1K | 0.00% | — |
| 8 | U UCO — | $5.5M | 86.4K | 0.00% | — |
| 9 | ? N/A — | $5.4M | 14.80M | 0.00% | — |
| 10 | V VOO — | $5.2M | 8.3K | 0.00% | — |
| 11 | U UCO — | $5.1M | 64.6K | 0.00% | — |
| 12 | U UCO — | $5M | 64.8K | 0.00% | — |
| 13 | C CRH — | $4.8M | 38.6K | 0.00% | — |
| 14 | ? N/A — | $4.4M | 93.3K | 0.00% | — |
| 15 | Q QQQ — | $4.2M | 6.8K | 0.00% | — |
| 16 | ? N/A — | $4.1M | 38.6K | 0.00% | — |
| 17 | V VOO — | $4M | 6.7K | 0.00% | — |
| 18 | ? N/A — | $3.6M | 89.91M | 0.00% | — |
| 19 | E ETHA — | $3.5M | 35.5K | 0.00% | — |
| 20 | I IAU — | $3M | 30.5K | 0.00% | — |