Managed by Private Ocean, Llc • Latest filing Q2 2024
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | ? N/A — | $243M | 7.54M | 0.00% | — |
| 2 | ? N/A — | $223.1M | 6.98M | 0.00% | — |
| 3 | ? N/A — | $214.3M | 7.33M | 0.00% | — |
| 4 | ? N/A — | $163.3M | 6.23M | 0.00% | — |
| 5 |
Overlap peers will appear here as data populates
Related fund suggestions coming soon.
—
| $153.1M |
| 5.64M |
| 0.00% |
| — |
| 6 | I IAU — | $132.8M | 2.94M | 0.00% | — |
| 7 | I IAU — | $125.7M | 2.76M | 0.00% | — |
| 8 | I IAU — | $113.3M | 2.46M | 0.00% | — |
| 9 | I IAU — | $71.4M | 1.63M | 0.00% | — |
| 10 | V VGES — | $60.7M | 784.2K | 0.00% | — |
| 11 | S | $57.5M | 625.3K | 0.00% | — |
| 12 | V VGES — | $56.9M | 736.0K | 0.00% | — |
| 13 | V VGES — | $56.3M | 743.9K | 0.00% | — |
| 14 | ? N/A — | $56.2M | 2.17M | 0.00% | — |
| 15 | ? N/A — | $54.5M | 2.18M | 0.00% | — |
| 16 | S | $52M | 575.5K | 0.00% | — |
| 17 | ? N/A — | $51.9M | 2.03M | 0.00% | — |
| 18 | ? N/A — | $51M | 2.06M | 0.00% | — |
| 19 | S | $50.4M | 531.7K | 0.00% | — |
| 20 | S | $48.3M | 507.8K | 0.00% | — |