Managed by Baker Tilly Wealth Management, Llc • Latest filing Q2 2026
Overlap peers will appear here as data populates
Related fund suggestions coming soon.
| $32.9M |
| 55.0K |
| 0.00% |
| — |
| 6 | V VOO — | $32.6M | 51.9K | 0.00% | — |
| 7 | T TDY — | $31.7M | 77.1K | 0.00% | — |
| 8 | T TDY — | $31.5M | 77.1K | 0.00% | — |
| 9 | V VOO — | $31.2M | 51.0K | 0.00% | — |
| 10 | ? N/A — | $30.2M | 592.7K | 0.00% | — |
| 11 | S SNOW — | $28.9M | 178.6K | 0.00% | — |
| 12 | S SNOW — | $28.8M | 188.8K | 0.00% | — |
| 13 | V VOO — | $28.6M | 50.4K | 0.00% | — |
| 14 | V VOO — | $25.3M | 49.2K | 0.00% | — |
| 15 | V VOO — | $24.8M | 46.0K | 0.00% | — |
| 16 | A AAPL — | $24.6M | 126.7K | 0.00% | — |
| 17 | P PPT — | $23.9M | 515.8K | 0.00% | — |
| 18 | A AMZN — | $23.8M | 182.7K | 0.00% | — |
| 19 | V VOO — | $22.6M | 42.9K | 0.00% | — |
| 20 | P PPT — | $21M | 460.1K | 0.00% | — |