Managed by Birch Financial Group, Llc • Latest filing Q2 2026
Overlap peers will appear here as data populates
Related fund suggestions coming soon.
| 5 | B | $16M | 20 | 0.00% | — |
| 6 | B | $15.1M | 20 | 0.00% | — |
| 7 | B | $15.1M | 20 | 0.00% | — |
| 8 | B | $15M | 20 | 0.00% | — |
| 9 | V VGES — | $14.6M | 21.2K | 0.00% | — |
| 10 | B | $14.6M | 20 | 0.00% | — |
| 11 | B | $14.4M | 20 | 0.00% | — |
| 12 | B | $14.3M | 21 | 0.00% | — |
| 13 | V VOO — | $10.3M | 17.2K | 0.00% | — |
| 14 | A AXP — | $9.4M | 29.4K | 0.00% | — |
| 15 | V VOO — | $9.1M | 14.5K | 0.00% | — |
| 16 | V VOO — | $8.7M | 14.2K | 0.00% | — |
| 17 | A AXP — | $8.6M | 29.0K | 0.00% | — |
| 18 | A AXP — | $7.9M | 29.2K | 0.00% | — |
| 19 | V VOO — | $7.5M | 13.2K | 0.00% | — |
| 20 | A AAPL — | $7.4M | 25.6K | 0.00% | — |