Managed by Charter Capital Management, Llc\De • Latest filing Q4 2025
Overlap peers will appear here as data populates
Related fund suggestions coming soon.
| — |
| 5 | Q QQQ — | $27.5M | 586.2K | 0.00% | — |
| 6 | V VGES — | $27.2M | 192.9K | 0.00% | — |
| 7 | Q QQQ — | $26M | 574.4K | 0.00% | — |
| 8 | V VGES — | $24.6M | 184.8K | 0.00% | — |
| 9 | Q QQQ — | $23.7M | 560.3K | 0.00% | — |
| 10 | A ATI — | $14.9M | 390.3K | 0.00% | — |
| 11 | A ATI — | $13.9M | 381.6K | 0.00% | — |
| 12 | A ATI — | $12.7M | 366.8K | 0.00% | — |
| 13 | F FIS — | $8.3M | 136.1K | 0.00% | — |
| 14 | F FIS — | $7.9M | 134.7K | 0.00% | — |
| 15 | C | $7.6M | 170.5K | 0.00% | — |
| 16 | F FIS — | $7.2M | 132.7K | 0.00% | — |
| 17 | C | $7.1M | 161.1K | 0.00% | — |
| 18 | C | $6.2M | 152.7K | 0.00% | — |
| 19 | V VOO — | $5M | 7.9K | 0.00% | — |
| 20 | V VOO — | $4.7M | 7.6K | 0.00% | — |