Managed by Soa Wealth Advisors, Llc. • Latest filing Q3 2023
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | I IAU — | $55.9M | 318.9K | 0.00% | — |
| 2 | A AAPL — | $50.3M | 259.3K | 0.00% | — |
| 3 | A AAPL — | $49.4M | 256.5K | 0.00% | — |
| 4 | I IAU — | $47.8M | 310.7K | 0.00% | — |
| 5 | I IAU — | $47.4M | 298.7K | 0.00% | — |
| 6 | A AAPL — | $44.2M | 258.2K | 0.00% | — |
| 7 | A AAPL — | $43.5M | 263.5K | 0.00% | — |
| 8 | I IAU — | $36.5M | 262.6K | 0.00% | — |
| 9 | I IAU — | $22.8M | 456.9K | 0.00% | — |
| 10 | V VOO — | $22.6M | 51.7K | 0.00% | — |
| 11 | V VOO — | $20.7M | 50.8K | 0.00% | — |
| 12 | V VOO — | $20.1M | 51.1K | 0.00% | — |
| 13 | V VOO — | $19.1M | 50.9K | 0.00% | — |
| 14 | I IAU — | $16.2M | 314.9K | 0.00% | — |
| 15 | M MSFT — | $15.7M | 41.8K | 0.00% | — |
| 16 | I IAU — | $15.1M | 281.1K | 0.00% | — |
| 17 | I IAU — | $14.5M | 292.8K | 0.00% | — |
| 18 | M MSFT — | $14.5M | 42.5K | 0.00% | — |
| 19 | M MSFT — | $13.3M | 42.2K | 0.00% | — |
| 20 | I IAU — | $12.9M | 109.7K | 0.00% | — |
Overlap peers will appear here as data populates
Related fund suggestions coming soon.