Managed by Transform Wealth, Llc • Latest filing Q3 2023
Overlap peers will appear here as data populates
Related fund suggestions coming soon.
| — |
| 5 | A AAPL — | $46M | 268.8K | 0.00% | — |
| 6 | M MSFT — | $42.4M | 134.3K | 0.00% | — |
| 7 | S SPY — | $34.6M | 72.4K | 0.00% | — |
| 8 | S SPY — | $30.1M | 70.1K | 0.00% | — |
| 9 | S SPY — | $30M | 67.4K | 0.00% | — |
| 10 | I IAU — | $28M | 161.3K | 0.00% | — |
| 11 | Q QQQ — | $25.9M | 1.23M | 0.00% | — |
| 12 | I IAU — | $25.4M | 157.3K | 0.00% | — |
| 13 | I IAU — | $25.1M | 162.4K | 0.00% | — |
| 14 | Q QQQ — | $22.9M | 1.09M | 0.00% | — |
| 15 | O OKE — | $22.8M | 461.1K | 0.00% | — |
| 16 | A AVGO — | $22.2M | 19.9K | 0.00% | — |
| 17 | I IAU — | $21.9M | 220.4K | 0.00% | — |
| 18 | G | $21.4M | 153.0K | 0.00% | — |
| 19 | ? N/A — | $20.7M | 664.4K | 0.00% | — |
| 20 | A AMZN — | $20.7M | 136.4K | 0.00% | — |