Managed by Birchwood Financial Partners, Inc. • Latest filing Q4 2025
Overlap peers will appear here as data populates
Related fund suggestions coming soon.
| — |
| 5 | V VOO — | $3.8M | 6.1K | 0.00% | — |
| 6 | ? N/A — | $3.6M | 115.1K | 0.00% | — |
| 7 | M MSFT — | $3.6M | 7.4K | 0.00% | — |
| 8 | D DCI — | $3.5M | 39.7K | 0.00% | — |
| 9 | S | $2.7M | 75.7K | 0.00% | — |
| 10 | V VGES — | $2.6M | 42.1K | 0.00% | — |
| 11 | I IAU — | $2.5M | 55.4K | 0.00% | — |
| 12 | U UNH — | $2M | 6.1K | 0.00% | — |
| 13 | V VGES — | $1.9M | 9.2K | 0.00% | — |
| 14 | V VYLD — | $1.7M | 28.7K | 0.00% | — |
| 15 | S | $1.7M | 51.8K | 0.00% | — |
| 16 | I IAU — | $1.7M | 38.2K | 0.00% | — |
| 17 | I IAU — | $1.6M | 2.4K | 0.00% | — |
| 18 | I IAU — | $1.6M | 16.5K | 0.00% | — |
| 19 | S | $1.5M | 47.1K | 0.00% | — |
| 20 | M MMM — | $1.3M | 8.2K | 0.00% | — |