Managed by Pathstone Family Office, Llc • Latest filing Q1 2023
Overlap peers will appear here as data populates
Related fund suggestions coming soon.
| — |
| 5 | I IAU — | $411.2M | 1.08M | 0.00% | — |
| 6 | I IAU — | $409.9M | 1.14M | 0.00% | — |
| 7 | M MSFT — | $346.8M | 1.17M | 0.00% | — |
| 8 | S SPY — | $303M | 683.1K | 0.00% | — |
| 9 | S SPY — | $273.4M | 667.1K | 0.00% | — |
| 10 | M MSFT — | $267.1M | 890.5K | 0.00% | — |
| 11 | A AAPL — | $238.8M | 1.16M | 0.00% | — |
| 12 | M MSFT — | $196.4M | 995.1K | 0.00% | — |
| 13 | A AAPL — | $195M | 1.13M | 0.00% | — |
| 14 | V VGES — | $191.4M | 942.7K | 0.00% | — |
| 15 | V VGES — | $189.2M | 4.10M | 0.00% | — |
| 16 | V VGES — | $185M | 4.11M | 0.00% | — |
| 17 | V VGES — | $184.2M | 988.5K | 0.00% | — |
| 18 | V VGES — | $178.3M | 1.03M | 0.00% | — |
| 19 | K KO — | $178.2M | 2.93M | 0.00% | — |
| 20 | V VGES — | $175.3M | 1.01M | 0.00% | — |