Managed by Legacy Financial Advisors, Inc. • Latest filing Q3 2023
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | I IAU — | $79.5M | 878.5K | 0.00% | — |
| 2 | I IAU — | $66.3M | 677.8K | 0.00% | — |
| 3 | I IAU — | $60.5M | 642.5K | 0.00% | — |
| 4 | B BTCW — | $50.6M | 719.6K | 0.00% | — |
| 5 | I IAU — | $46.5M | 625.9K | 0.00% | — |
| 6 | B BTCW — | $46.3M | 695.0K | 0.00% | — |
| 7 | I IAU — | $46.1M | 633.6K | 0.00% | — |
| 8 | B BTCW — | $45.7M | 720.2K | 0.00% | — |
| 9 | I IAU — | $45.6M | 583.8K | 0.00% | — |
| 10 | I IAU — | $44.2M | 611.2K | 0.00% | — |
| 11 | I IAU — | $36.6M | 731.2K | 0.00% | — |
| 12 | I IAU — | $28.7M | 292.7K | 0.00% | — |
| 13 | I IAU — | $28.3M | 284.5K | 0.00% | — |
| 14 | I IAU — | $24.7M | 234.4K | 0.00% | — |
| 15 | I IAU — | $19.4M | 287.2K | 0.00% | — |
| 16 | B BTCW — | $19.2M | 366.6K | 0.00% | — |
| 17 | B BTCW — | $19.1M | 578.1K | 0.00% | — |
| 18 | I IAU — | $18.7M | 291.3K | 0.00% | — |
| 19 | I IAU — | $18.7M | 280.0K | 0.00% | — |
| 20 | B BTCW — | $18.6M | 509.0K | 0.00% | — |
Overlap peers will appear here as data populates
Related fund suggestions coming soon.