Managed by Xena Financial Planning, Llc • Latest filing Q2 2026
Overlap peers will appear here as data populates
Related fund suggestions coming soon.
| — |
| 5 | A AAPL — | $10.6M | 36.6K | 0.00% | — |
| 6 | A AAPL — | $9.9M | 36.3K | 0.00% | — |
| 7 | A AAPL — | $9.5M | 37.5K | 0.00% | — |
| 8 | S | $9.5M | 207.6K | 0.00% | — |
| 9 | ? N/A — | $9.3M | 70.4K | 0.00% | — |
| 10 | S | $9.2M | 207.3K | 0.00% | — |
| 11 | E ETHA — | $7.7M | 75.1K | 0.00% | — |
| 12 | ? N/A — | $7M | 138.9K | 0.00% | — |
| 13 | E ETHA — | $6.8M | 147.9K | 0.00% | — |
| 14 | V VGES — | $6.8M | 135.5K | 0.00% | — |
| 15 | V VGES — | $6.8M | 136.4K | 0.00% | — |
| 16 | I IAU — | $6.8M | 59.9K | 0.00% | — |
| 17 | I IAU — | $6.4M | 139.5K | 0.00% | — |
| 18 | I IAU — | $6.3M | 65.9K | 0.00% | — |
| 19 | I IAU — | $5.8M | 61.3K | 0.00% | — |
| 20 | I IAU — | $5.8M | 124.8K | 0.00% | — |