Managed by Provise Management Group, Llc • Latest filing Q1 2023
Overlap peers will appear here as data populates
Related fund suggestions coming soon.
| — |
| 5 | M MSFT — | $26M | 90.3K | 0.00% | — |
| 6 | V VGES — | $23.2M | 162.2K | 0.00% | — |
| 7 | D DIA — | $23.1M | 186.7K | 0.00% | — |
| 8 | S | $22.5M | 331.2K | 0.00% | — |
| 9 | D DIA — | $22.4M | 182.8K | 0.00% | — |
| 10 | S | $22.2M | 295.9K | 0.00% | — |
| 11 | S | $22.1M | 311.2K | 0.00% | — |
| 12 | S | $20.6M | 316.7K | 0.00% | — |
| 13 | A AAPL — | $20M | 103.1K | 0.00% | — |
| 14 | B | $19.6M | 57.4K | 0.00% | — |
| 15 | S | $19.2M | 588.9K | 0.00% | — |
| 16 | S | $19M | 592.7K | 0.00% | — |
| 17 | V VGES — | $18.7M | 85.0K | 0.00% | — |
| 18 | I IAU — | $18.6M | 368.6K | 0.00% | — |
| 19 | I IAU — | $18.3M | 355.9K | 0.00% | — |
| 20 | A AMZN — | $18.1M | 139.1K | 0.00% | — |