Managed by Targeted Financial Services Llc • Latest filing Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | ? N/A — | $28M | 615.5K | 0.00% | — |
| 2 | ? N/A — | $25.5M | 179.8K | 0.00% | — |
| 3 | ? N/A — | $24.5M | 185.0K | 0.00% | — |
| 4 | F FIS — | $24.3M | 533.5K | 0.00% | — |
| 5 |
Overlap peers will appear here as data populates
Related fund suggestions coming soon.
G GSCE — |
| $22.8M |
| 182.2K |
| 0.00% |
| — |
| 6 | ? N/A — | $22.5M | 487.7K | 0.00% | — |
| 7 | G GLD — | $15.9M | 40.1K | 0.00% | — |
| 8 | G GLD — | $15.6M | 36.2K | 0.00% | — |
| 9 | G GLD — | $13.2M | 35.9K | 0.00% | — |
| 10 | E ETHA — | $11.6M | 152.8K | 0.00% | — |
| 11 | E ETHA — | $11.2M | 160.7K | 0.00% | — |
| 12 | I IAU — | $10.9M | 155.1K | 0.00% | — |
| 13 | ? N/A — | $5.9M | 223.4K | 0.00% | — |
| 14 | S | $5.2M | 198.7K | 0.00% | — |
| 15 | ? N/A — | $4.6M | 175.1K | 0.00% | — |
| 16 | ? N/A — | $3.4M | 58.5K | 0.00% | — |
| 17 | F FIS — | $3.4M | 57.1K | 0.00% | — |
| 18 | S | $2.9M | 54.5K | 0.00% | — |
| 19 | ? N/A — | $2.7M | 48.0K | 0.00% | — |
| 20 | E | $2.6M | 42.3K | 0.00% | — |