Managed by Ballast Financial Advisors Llc • Latest filing Q4 2025
Overlap peers will appear here as data populates
Related fund suggestions coming soon.
| — |
| 5 | M MDT — | $4.1M | 39.9K | 0.00% | — |
| 6 | ? N/A — | $3.9M | 51.8K | 0.00% | — |
| 7 | V VYLD — | $3.6M | 56.3K | 0.00% | — |
| 8 | S | $3.3M | 138.8K | 0.00% | — |
| 9 | S | $2.4M | 74.0K | 0.00% | — |
| 10 | V VGES — | $2.3M | 7.8K | 0.00% | — |
| 11 | V VGES — | $2.2M | 4.6K | 0.00% | — |
| 12 | V VGES — | $2.2M | 9.9K | 0.00% | — |
| 13 | ? N/A — | $1.7M | 52.1K | 0.00% | — |
| 14 | S SBUX — | $1.7M | 51.6K | 0.00% | — |
| 15 | V VGES — | $1.6M | 21.9K | 0.00% | — |
| 16 | S | $1.5M | 52.2K | 0.00% | — |
| 17 | F FIS — | $1.4M | 31.3K | 0.00% | — |
| 18 | G GBTC — | $1.3M | 19.2K | 0.00% | — |
| 19 | S | $1.3M | 46.8K | 0.00% | — |
| 20 | V VGES — | $1.1M | 5.1K | 0.00% | — |