Snapshot holdings4 / 4 loaded
| # | ||
|---|---|---|
| 1 | CHAPIN DAVIS, INC. | $327.1K |
| 2 | Center for Financial Planning, Inc. | $11.4K |
| 3 | WEST PACES ADVISORS INC. | $4.2K |
| 4 | SBI Securities Co., Ltd. | $174 |
Manager changes2026-06-30 vs 2026-03-314 / 4 loaded
| # | ||
|---|---|---|
| 1 | +$4.2K | |
| 2 | -$125 | |
| 3 | -$8.2K | |
| 4 | -$126.6K |