Managed by Total Wealth Planning & Management, Inc. • Latest filing Q4 2025
Overlap peers will appear here as data populates
Related fund suggestions coming soon.
| 5 | A AMZN — | $3.3M | 14.4K | 0.00% | — |
| 6 | M MSFT — | $3.3M | 6.6K | 0.00% | — |
| 7 | S SPY — | $3.2M | 4.7K | 0.00% | — |
| 8 | M MSFT — | $3.1M | 6.4K | 0.00% | — |
| 9 | A ABBV — | $3.1M | 14.6K | 0.00% | — |
| 10 | A AAPL — | $3M | 13.7K | 0.00% | — |
| 11 | A AAPL — | $3M | 14.7K | 0.00% | — |
| 12 | A AMZN — | $3M | 13.5K | 0.00% | — |
| 13 | A ABBV — | $2.9M | 12.8K | 0.00% | — |
| 14 | M MSFT — | $2.8M | 6.6K | 0.00% | — |
| 15 | M MU — | $2.8M | 9.8K | 0.00% | — |
| 16 | A ABBV — | $2.7M | 14.5K | 0.00% | — |
| 17 | G | $2.7M | 8.6K | 0.00% | — |
| 18 | A ABBV — | $2.6M | 14.7K | 0.00% | — |
| 19 | U UNMA — | $2.5M | 31.4K | 0.00% | — |
| 20 | M MSFT — | $2.5M | 6.6K | 0.00% | — |