Managed by Smith, Moore & Co. • Latest filing Q2 2023
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | I IAU — | $40.7M | 91.2K | 0.00% | — |
| 2 | I IAU — | $40.1M | 93.4K | 0.00% | — |
| 3 | V VGES — | $39.6M | 179.7K | 0.00% | — |
| 4 | V VGES — | $38.3M | 180.1K | 0.00% | — |
| 5 | I IAU — | $37.6M | 91.4K | 0.00% | — |
| 6 | V VGES — | $36.4M | 178.4K | 0.00% | — |
| 7 | I IAU — | $31.5M | 204.8K | 0.00% | — |
| 8 | A AAPL — | $30.6M | 158.1K | 0.00% | — |
| 9 | A AAPL — | $28.1M | 164.3K | 0.00% | — |
| 10 | M MDY — | $27.3M | 58.2K | 0.00% | — |
| 11 | M MDY — | $27M | 58.9K | 0.00% | — |
| 12 | I IAU — | $26.3M | 163.2K | 0.00% | — |
| 13 | M MDY — | $26.2M | 58.6K | 0.00% | — |
| 14 | A AAPL — | $24.7M | 149.7K | 0.00% | — |
| 15 | I IAU — | $21.9M | 83.6K | 0.00% | — |
| 16 | I IAU — | $21.5M | 86.3K | 0.00% | — |
| 17 | I IAU — | $21M | 289.2K | 0.00% | — |
| 18 | I IAU — | $21M | 212.0K | 0.00% | — |
| 19 | I IAU — | $20.9M | 83.4K | 0.00% | — |
| 20 | I IAU — | $20.2M | 209.4K | 0.00% | — |
Overlap peers will appear here as data populates
Related fund suggestions coming soon.