Managed by Ballast Rock Private Wealth Llc • Latest filing Q1 2026
Overlap peers will appear here as data populates
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| 5 |
I IAU — |
| $4.8M |
| 84.6K |
| 0.00% |
| — |
| 6 | ? N/A — | $4.6M | 88.9K | 0.00% | — |
| 7 | L | $4.4M | 131.5K | 0.00% | — |
| 8 | J JHG — | $4.2M | 82.6K | 0.00% | — |
| 9 | V VOO — | $3.9M | 6.1K | 0.00% | — |
| 10 | S SPY — | $3.8M | 5.6K | 0.00% | — |
| 11 | M MSFT — | $3.8M | 7.8K | 0.00% | — |
| 12 | V VOO — | $3.8M | 6.3K | 0.00% | — |
| 13 | V VYLD — | $3.7M | 11.6K | 0.00% | — |
| 14 | S | $3.7M | 136.5K | 0.00% | — |
| 15 | S | $3.5M | 136.5K | 0.00% | — |
| 16 | S SPY — | $3.5M | 5.3K | 0.00% | — |
| 17 | V VYLD — | $3.4M | 11.6K | 0.00% | — |
| 18 | V VYLD — | $3.3M | 54.6K | 0.00% | — |
| 19 | I IAU — | $3.3M | 4.8K | 0.00% | — |
| 20 | I IAU — | $3.1M | 4.8K | 0.00% | — |