Managed by Ae Wealth Management Llc • Latest filing Q4 2025
Overlap peers will appear here as data populates
Related fund suggestions coming soon.
| — |
| 5 | D DIA — | $446.9M | 7.80M | 0.00% | — |
| 6 | V VOO — | $394.1M | 879.2K | 0.00% | — |
| 7 | D DIA — | $366.2M | 7.29M | 0.00% | — |
| 8 | D DIA — | $353.6M | 6.79M | 0.00% | — |
| 9 | I IAU — | $353.1M | 720.9K | 0.00% | — |
| 10 | V VOO — | $328.4M | 806.4K | 0.00% | — |
| 11 | I IAU — | $323M | 724.6K | 0.00% | — |
| 12 | Q QQQ — | $322.3M | 760.4K | 0.00% | — |
| 13 | M MSFT — | $318.7M | 935.8K | 0.00% | — |
| 14 | M MSFT — | $317.1M | 1.00M | 0.00% | — |
| 15 | S SPY — | $312.4M | 704.7K | 0.00% | — |
| 16 | I IAU — | $307.6M | 716.4K | 0.00% | — |
| 17 | V VOO — | $300M | 763.8K | 0.00% | — |
| 18 | D DIA — | $299.9M | 3.27M | 0.00% | — |
| 19 | S SPY — | $286.8M | 670.9K | 0.00% | — |
| 20 | S SPY — | $284.5M | 583.8K | 0.00% | — |