Managed by Clearstead Advisors, Llc • Latest filing Q2 2023
Overlap peers will appear here as data populates
Related fund suggestions coming soon.
| — |
| 5 | A AAPL — | $82.4M | 481.3K | 0.00% | — |
| 6 | V VYLD — | $59.4M | 1.11M | 0.00% | — |
| 7 | A AAPL — | $58.1M | 352.2K | 0.00% | — |
| 8 | V VGES — | $55M | 249.9K | 0.00% | — |
| 9 | V VYLD — | $52.4M | 946.2K | 0.00% | — |
| 10 | V VGES — | $52.3M | 251.1K | 0.00% | — |
| 11 | M MSFT — | $51.3M | 150.7K | 0.00% | — |
| 12 | M MSFT — | $48.4M | 153.3K | 0.00% | — |
| 13 | V VGES — | $48.2M | 228.4K | 0.00% | — |
| 14 | M MSFT — | $43.4M | 150.4K | 0.00% | — |
| 15 | V VYLD — | $43.1M | 788.6K | 0.00% | — |
| 16 | D DIA — | $35.2M | 284.6K | 0.00% | — |
| 17 | D DIA — | $34.9M | 284.8K | 0.00% | — |
| 18 | D DIA — | $32.9M | 285.8K | 0.00% | — |
| 19 | I IAU — | $32.2M | 129.1K | 0.00% | — |
| 20 | S SPY — | $31.5M | 71.0K | 0.00% | — |