Managed by Shum Financial Group, Inc. • Latest filing Q1 2026
Overlap peers will appear here as data populates
Related fund suggestions coming soon.
| — |
| 5 | A AAPL — | $9.3M | 34.2K | 0.00% | — |
| 6 | A AAPL — | $9M | 35.3K | 0.00% | — |
| 7 | A AAPL — | $8.7M | 34.8K | 0.00% | — |
| 8 | A AAPL — | $8M | 35.8K | 0.00% | — |
| 9 | A AAPL — | $7.8M | 34.9K | 0.00% | — |
| 10 | I IAU — | $6M | 30.1K | 0.00% | — |
| 11 | I IAU — | $5.9M | 30.6K | 0.00% | — |
| 12 | I IAU — | $5.7M | 29.5K | 0.00% | — |
| 13 | M MSFT — | $5.7M | 11.0K | 0.00% | — |
| 14 | M MSFT — | $5.4M | 11.2K | 0.00% | — |
| 15 | I IAU — | $5.3M | 29.0K | 0.00% | — |
| 16 | I IAU — | $5.2M | 29.2K | 0.00% | — |
| 17 | I IAU — | $5M | 97.3K | 0.00% | — |
| 18 | I IAU — | $5M | 29.3K | 0.00% | — |
| 19 | I IAU — | $5M | 98.4K | 0.00% | — |
| 20 | I IAU — | $5M | 98.2K | 0.00% | — |