Managed by Ropes Wealth Advisors Llc • Latest filing Q3 2023
Overlap peers will appear here as data populates
Related fund suggestions coming soon.
| — |
| 5 | M MSFT — | $32.7M | 103.7K | 0.00% | — |
| 6 | A AAPL — | $32M | 194.1K | 0.00% | — |
| 7 | I IAU — | $23.8M | 53.4K | 0.00% | — |
| 8 | I IAU — | $22M | 51.3K | 0.00% | — |
| 9 | V VGES — | $22M | 103.5K | 0.00% | — |
| 10 | I IAU — | $21.7M | 52.7K | 0.00% | — |
| 11 | V VGES — | $21.6M | 98.2K | 0.00% | — |
| 12 | V VGES — | $19.7M | 96.7K | 0.00% | — |
| 13 | X XOM — | $13.6M | 126.5K | 0.00% | — |
| 14 | X XOM — | $13.2M | 119.9K | 0.00% | — |
| 15 | X XOM — | $12.8M | 108.8K | 0.00% | — |
| 16 | V VGES — | $12.6M | 44.7K | 0.00% | — |
| 17 | V VGES — | $12.6M | 50.6K | 0.00% | — |
| 18 | A AMZN — | $12.2M | 93.8K | 0.00% | — |
| 19 | J JNJ — | $11.6M | 70.4K | 0.00% | — |
| 20 | A AMZN — | $11.1M | 87.2K | 0.00% | — |