Managed by Polaris Wealth Advisory Group, Llc • Latest filing Q3 2023
Overlap peers will appear here as data populates
Related fund suggestions coming soon.
| — |
| 5 | I IAU — | $43.3M | 268.5K | 0.00% | — |
| 6 | I IAU — | $43.2M | 393.9K | 0.00% | — |
| 7 | Q QQQ — | $43M | 2.07M | 0.00% | — |
| 8 | I IAU — | $42M | 863.7K | 0.00% | — |
| 9 | I IAU — | $40M | 150.3K | 0.00% | — |
| 10 | I IAU — | $38.8M | 252.3K | 0.00% | — |
| 11 | M MSFT — | $37.1M | 117.6K | 0.00% | — |
| 12 | W WMT — | $37M | 235.6K | 0.00% | — |
| 13 | W WMT — | $35.5M | 241.0K | 0.00% | — |
| 14 | A AAPL — | $35.3M | 182.1K | 0.00% | — |
| 15 | I IAU — | $34.6M | 293.7K | 0.00% | — |
| 16 | M MSFT — | $33.5M | 116.2K | 0.00% | — |
| 17 | I IAU — | $33.5M | 661.6K | 0.00% | — |
| 18 | I IAU — | $32.9M | 285.6K | 0.00% | — |
| 19 | C CCZ — | $32.9M | 867.4K | 0.00% | — |
| 20 | I IAU — | $32.8M | 303.5K | 0.00% | — |