Managed by Clear Perspectives Financial Planning, Llc • Latest filing Q1 2023
Overlap peers will appear here as data populates
Related fund suggestions coming soon.
| 5 | V VOO — | $11.2M | 29.7K | 0.00% | — |
| 6 | I IAU — | $10.5M | 104.7K | 0.00% | — |
| 7 | V VGES — | $10.5M | 68.1K | 0.00% | — |
| 8 | ? N/A — | $9.4M | 64.0K | 0.00% | — |
| 9 | V VGES — | $7.6M | 138.1K | 0.00% | — |
| 10 | V VGES — | $7.5M | 165.6K | 0.00% | — |
| 11 | D DIA — | $7.3M | 59.1K | 0.00% | — |
| 12 | I IAU — | $6.5M | 55.5K | 0.00% | — |
| 13 | V VGES — | $5.2M | 25.4K | 0.00% | — |
| 14 | V VGES — | $4.5M | 44.5K | 0.00% | — |
| 15 | I IAU — | $3.1M | 43.7K | 0.00% | — |
| 16 | I IAU — | $3M | 13.4K | 0.00% | — |
| 17 | S SPY — | $2.6M | 6.2K | 0.00% | — |
| 18 | D DIA — | $2.5M | 27.6K | 0.00% | — |
| 19 | I IAU — | $2.4M | 5.8K | 0.00% | — |
| 20 | V VGES — | $2M | 10.0K | 0.00% | — |