Managed by Wealthone, Llc • Latest filing Q3 2023
Overlap peers will appear here as data populates
Related fund suggestions coming soon.
| $19.2M |
| 98.9K |
| 0.00% |
| — |
| 6 | A AAPL — | $17.4M | 101.5K | 0.00% | — |
| 7 | ? N/A — | $14M | 244.0K | 0.00% | — |
| 8 | ? N/A — | $13.6M | 250.0K | 0.00% | — |
| 9 | S STE — | $12.2M | 69.9K | 0.00% | — |
| 10 | S STE — | $10.4M | 63.7K | 0.00% | — |
| 11 | F FPF — | $9.4M | 198.0K | 0.00% | — |
| 12 | S | $9.3M | 54.7K | 0.00% | — |
| 13 | V VGES — | $9.3M | 42.1K | 0.00% | — |
| 14 | F FPF — | $9.1M | 191.9K | 0.00% | — |
| 15 | I IAU — | $8.8M | 170.7K | 0.00% | — |
| 16 | I IAU — | $8.7M | 87.8K | 0.00% | — |
| 17 | S | $8.4M | 51.9K | 0.00% | — |
| 18 | V VGES — | $8.2M | 39.6K | 0.00% | — |
| 19 | I IAU — | $8.1M | 80.5K | 0.00% | — |
| 20 | I IAU — | $7.8M | 156.6K | 0.00% | — |