Managed by Shared Vision Wealth Group Llc • Latest filing Q4 2025
Overlap peers will appear here as data populates
Related fund suggestions coming soon.
| — |
| 5 | A AAPL — | $39.4M | 177.3K | 0.00% | — |
| 6 | A AAPL — | $37.7M | 179.0K | 0.00% | — |
| 7 | A AAPL — | $36.9M | 177.9K | 0.00% | — |
| 8 | A AAPL — | $33.3M | 173.0K | 0.00% | — |
| 9 | A AAPL — | $29.5M | 172.2K | 0.00% | — |
| 10 | I IAU — | $29.1M | 55.4K | 0.00% | — |
| 11 | I IAU — | $28.6M | 59.8K | 0.00% | — |
| 12 | I IAU — | $26.1M | 44.3K | 0.00% | — |
| 13 | I IAU — | $25.7M | 44.5K | 0.00% | — |
| 14 | I IAU — | $25.4M | 46.4K | 0.00% | — |
| 15 | I IAU — | $25.3M | 37.7K | 0.00% | — |
| 16 | I IAU — | $25.2M | 36.2K | 0.00% | — |
| 17 | I IAU — | $24.4M | 38.4K | 0.00% | — |
| 18 | I IAU — | $23M | 41.0K | 0.00% | — |
| 19 | I IAU — | $22.9M | 485.4K | 0.00% | — |
| 20 | I IAU — | $21.7M | 470.0K | 0.00% | — |