More Than 50 Holdings in Model Portfolios

Kyle Geers shared this idea 6 years ago
Under Consideration

Requested by Bob Simpson

Requested by Scott Upham at Cribstone Capital $12,000 enterprise

Replies (5)

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Requested by Hunter Daniel at Dowling Yahnke $21,000

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Requested by Lacy Cobb at Personal Capital $14,000 - wants up to 150 securities

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Requested by Nate Blair at Palo Alto Wealth $3,600

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Requested by Ian Porter at Harbourfront Wealth - $2,400

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Requested by MainStreet Advisors - $40,000

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