Managed by Liftpoint Family Wealth Advisors Llc • Latest filing Q4 2025
Overlap peers will appear here as data populates
Related fund suggestions coming soon.
| 5 | I IAU — | $8.2M | 114.4K | 0.00% | — |
| 6 | I IAU — | $8.1M | 120.3K | 0.00% | — |
| 7 | I IAU — | $6.6M | 19.2K | 0.00% | — |
| 8 | I IAU — | $4.8M | 125.4K | 0.00% | — |
| 9 | I IAU — | $4.7M | 23.8K | 0.00% | — |
| 10 | I IAU — | $3.4M | 31.3K | 0.00% | — |
| 11 | A AAPL — | $2.9M | 10.8K | 0.00% | — |
| 12 | I IAU — | $2.7M | 81.7K | 0.00% | — |
| 13 | I IAU — | $2.7M | 23.4K | 0.00% | — |
| 14 | I IAU — | $2.3M | 9.0K | 0.00% | — |
| 15 | I IAU — | $2.2M | 10.0K | 0.00% | — |
| 16 | I IAU — | $2.1M | 20.8K | 0.00% | — |
| 17 | I IAU — | $2.1M | 10.3K | 0.00% | — |
| 18 | P PDI — | $1.7M | 32.9K | 0.00% | — |
| 19 | X XOM — | $1.7M | 13.9K | 0.00% | — |
| 20 | I IAU — | $1.3M | 15.6K | 0.00% | — |