Managed by Center For Wealth Management Advisory • Latest filing Q1 2026
Overlap peers will appear here as data populates
Related fund suggestions coming soon.
I IAU — |
| $8.7M |
| 92.5K |
| 0.00% |
| — |
| 6 | I IAU — | $8.4M | 93.4K | 0.00% | — |
| 7 | F FPF — | $8.2M | 173.9K | 0.00% | — |
| 8 | F FPF — | $7.8M | 170.1K | 0.00% | — |
| 9 | V VAVX — | $6.6M | 17.1K | 0.00% | — |
| 10 | V VAVX — | $6.2M | 17.1K | 0.00% | — |
| 11 | A AAPL — | $4.2M | 15.5K | 0.00% | — |
| 12 | A AAPL — | $4M | 15.6K | 0.00% | — |
| 13 | I IAU — | $3.8M | 10.1K | 0.00% | — |
| 14 | A AVGO — | $2.7M | 7.9K | 0.00% | — |
| 15 | I IAU — | $2.7M | 7.7K | 0.00% | — |
| 16 | A AVGO — | $2.6M | 8.4K | 0.00% | — |
| 17 | J JNJ — | $2.5M | 10.3K | 0.00% | — |
| 18 | F FDX — | $2.4M | 6.8K | 0.00% | — |
| 19 | C COP — | $2.3M | 17.5K | 0.00% | — |
| 20 | M | $2.3M | 13.0K | 0.00% | — |