Managed by Ascent Wealth Partners, Llc • Latest filing Q4 2025
Overlap peers will appear here as data populates
Related fund suggestions coming soon.
| 5 | I IAU — | $62.7M | 167.1K | 0.00% | — |
| 6 | I IAU — | $61.2M | 168.0K | 0.00% | — |
| 7 | I IAU — | $60.4M | 167.2K | 0.00% | — |
| 8 | I IAU — | $58.5M | 173.6K | 0.00% | — |
| 9 | Q QQQ — | $57.8M | 94.0K | 0.00% | — |
| 10 | Q QQQ — | $57M | 94.9K | 0.00% | — |
| 11 | I IAU — | $52.8M | 174.1K | 0.00% | — |
| 12 | Q QQQ — | $52.2M | 94.6K | 0.00% | — |
| 13 | Q QQQ — | $48.6M | 95.0K | 0.00% | — |
| 14 | I IAU — | $47.8M | 173.6K | 0.00% | — |
| 15 | Q QQQ — | $47.6M | 102.0K | 0.00% | — |
| 16 | Q QQQ — | $46M | 94.2K | 0.00% | — |
| 17 | I IAU — | $45.6M | 171.3K | 0.00% | — |
| 18 | Q QQQ — | $45M | 93.9K | 0.00% | — |
| 19 | Q QQQ — | $42.1M | 94.8K | 0.00% | — |
| 20 | A AAPL — | $40.9M | 150.3K | 0.00% | — |