Managed by Mount Yale Investment Advisors, Llc • Latest filing Q4 2023
Overlap peers will appear here as data populates
Related fund suggestions coming soon.
| — |
| 5 | A AAPL — | $155.9M | 945.3K | 0.00% | — |
| 6 | D DIA — | $68.5M | 1.37M | 0.00% | — |
| 7 | I IAU — | $50.5M | 105.8K | 0.00% | — |
| 8 | S SPYG — | $41M | 561.2K | 0.00% | — |
| 9 | I IAU — | $38.2M | 72.7K | 0.00% | — |
| 10 | I IAU — | $33.3M | 77.6K | 0.00% | — |
| 11 | I IAU — | $30.2M | 67.8K | 0.00% | — |
| 12 | ? N/A — | $29.8M | 204.5K | 0.00% | — |
| 13 | ? N/A — | $29M | 498.5K | 0.00% | — |
| 14 | I IAU — | $26.7M | 65.0K | 0.00% | — |
| 15 | M MSFT — | $19.7M | 46.7K | 0.00% | — |
| 16 | G | $19.6M | 129.6K | 0.00% | — |
| 17 | G GOOG — | $16M | 105.1K | 0.00% | — |
| 18 | G GOOG — | $14.7M | 104.5K | 0.00% | — |
| 19 | G GOOG — | $14.5M | 110.0K | 0.00% | — |
| 20 | A AMZN — | $14.4M | 80.1K | 0.00% | — |