Managed by Clientfirst Wealth Management, Llc • Latest filing Q4 2025
Overlap peers will appear here as data populates
Related fund suggestions coming soon.
| — |
| 5 | O | $48.2M | 148.4K | 0.00% | — |
| 6 | O | $45.2M | 108.3K | 0.00% | — |
| 7 | O | $40.5M | 113.2K | 0.00% | — |
| 8 | I IAU — | $13.4M | 28.3K | 0.00% | — |
| 9 | I IAU — | $13.2M | 28.3K | 0.00% | — |
| 10 | I IAU — | $12M | 28.3K | 0.00% | — |
| 11 | I IAU — | $11.4M | 28.3K | 0.00% | — |
| 12 | I IAU — | $10.2M | 28.3K | 0.00% | — |
| 13 | I IAU — | $8M | 28.3K | 0.00% | — |
| 14 | I IAU — | $7.8M | 28.3K | 0.00% | — |
| 15 | S SPY — | $5.4M | 8.0K | 0.00% | — |
| 16 | S SPY — | $5.3M | 8.0K | 0.00% | — |
| 17 | S SPY — | $4.9M | 8.0K | 0.00% | — |
| 18 | S SPY — | $4.6M | 7.9K | 0.00% | — |
| 19 | S SPY — | $4.4M | 8.0K | 0.00% | — |
| 20 | V VOO — | $4.3M | 6.9K | 0.00% | — |