Managed by Ofc Financial Planning, Llc • Latest filing Q4 2025
Overlap peers will appear here as data populates
Related fund suggestions coming soon.
| — |
| 5 | A AAPL — | $17M | 82.7K | 0.00% | — |
| 6 | V VOO — | $15.9M | 25.3K | 0.00% | — |
| 7 | V VOO — | $15M | 24.5K | 0.00% | — |
| 8 | V VOO — | $13.9M | 24.4K | 0.00% | — |
| 9 | V VOO — | $12.9M | 24.0K | 0.00% | — |
| 10 | V VOO — | $12.1M | 23.6K | 0.00% | — |
| 11 | I IAU — | $6.5M | 9.7K | 0.00% | — |
| 12 | I IAU — | $6.3M | 9.2K | 0.00% | — |
| 13 | I IAU — | $6M | 9.7K | 0.00% | — |
| 14 | I IAU — | $5.7M | 9.7K | 0.00% | — |
| 15 | I IAU — | $5.5M | 9.7K | 0.00% | — |
| 16 | I IAU — | $5M | 98.7K | 0.00% | — |
| 17 | I IAU — | $4.4M | 87.1K | 0.00% | — |
| 18 | P PCAR — | $4.3M | 78.1K | 0.00% | — |
| 19 | P PCAR — | $4.2M | 77.3K | 0.00% | — |
| 20 | P PCAR — | $4.1M | 77.5K | 0.00% | — |