Managed by Centric Wealth Management • Latest filing Q4 2025
Overlap peers will appear here as data populates
Related fund suggestions coming soon.
| 5 | U UPS — | $46.8M | 349.4K | 0.00% | — |
| 6 | U UPS — | $45.9M | 356.0K | 0.00% | — |
| 7 | U UPS — | $45.7M | 328.5K | 0.00% | — |
| 8 | U UPS — | $44M | 349.1K | 0.00% | — |
| 9 | U UPS — | $37.7M | 342.5K | 0.00% | — |
| 10 | U UPS — | $28.9M | 262.3K | 0.00% | — |
| 11 | U UPS — | $28.9M | 299.8K | 0.00% | — |
| 12 | U UPS — | $26.2M | 301.8K | 0.00% | — |
| 13 | I IAU — | $21M | 209.1K | 0.00% | — |
| 14 | V VOO — | $20.9M | 33.3K | 0.00% | — |
| 15 | D DIA — | $20.6M | 298.3K | 0.00% | — |
| 16 | V VOO — | $19.9M | 31.1K | 0.00% | — |
| 17 | V VOO — | $19.8M | 33.8K | 0.00% | — |
| 18 | A AAPL — | $18.9M | 69.9K | 0.00% | — |
| 19 | A AAPL — | $18.2M | 67.5K | 0.00% | — |
| 20 | P | $16.3M | 1.20M | 0.00% | — |