Managed by Umpqua Bank • Latest filing Q4 2025
Overlap peers will appear here as data populates
Related fund suggestions coming soon.
| $16M |
| 133.9K |
| 0.00% |
| — |
| 6 | I IAU — | $15.9M | 236.2K | 0.00% | — |
| 7 | I IAU — | $15.8M | 226.9K | 0.00% | — |
| 8 | A AAPL — | $15.6M | 57.5K | 0.00% | — |
| 9 | M MSFT — | $15.6M | 37.5K | 0.00% | — |
| 10 | A AAPL — | $15.3M | 61.4K | 0.00% | — |
| 11 | I IAU — | $15.3M | 127.5K | 0.00% | — |
| 12 | I IAU — | $15.3M | 229.3K | 0.00% | — |
| 13 | M MSFT — | $15M | 33.6K | 0.00% | — |
| 14 | M MSFT — | $14.8M | 34.3K | 0.00% | — |
| 15 | A AAPL — | $14.4M | 61.9K | 0.00% | — |
| 16 | M MSFT — | $14.4M | 38.4K | 0.00% | — |
| 17 | I IAU — | $14.1M | 119.3K | 0.00% | — |
| 18 | I IAU — | $14M | 118.8K | 0.00% | — |
| 19 | I IAU — | $13.9M | 155.2K | 0.00% | — |
| 20 | G | $13.9M | 44.3K | 0.00% | — |