Managed by Montis Financial, Llc • Latest filing Q4 2025
Overlap peers will appear here as data populates
Related fund suggestions coming soon.
| 5 |
I IAU — |
| $30.9M |
| 1.01M |
| 0.00% |
| — |
| 6 | A AAPL — | $30.9M | 160.5K | 0.00% | — |
| 7 | V VGES — | $30.5M | 382.7K | 0.00% | — |
| 8 | I IAU — | $30.4M | 339.3K | 0.00% | — |
| 9 | F FPF — | $30.3M | 1.57M | 0.00% | — |
| 10 | I IAU — | $30.2M | 346.3K | 0.00% | — |
| 11 | A AAPL — | $30M | 154.9K | 0.00% | — |
| 12 | I IAU — | $29.5M | 352.9K | 0.00% | — |
| 13 | I IAU — | $28.8M | 369.0K | 0.00% | — |
| 14 | V VGES — | $28.7M | 359.6K | 0.00% | — |
| 15 | V VGES — | $28.3M | 495.9K | 0.00% | — |
| 16 | A AAPL — | $27M | 157.9K | 0.00% | — |
| 17 | I IAU — | $26.9M | 355.6K | 0.00% | — |
| 18 | I IAU — | $26.8M | 872.8K | 0.00% | — |
| 19 | A AAPL — | $26.4M | 160.3K | 0.00% | — |
| 20 | Q QQQ — | $26.4M | 137.6K | 0.00% | — |