Managed by Colter Lewis Investment Partners Llc • Latest filing Q4 2025
Overlap peers will appear here as data populates
Related fund suggestions coming soon.
| 5 | V VOO — | $3.4M | 5.5K | 0.00% | — |
| 6 | V VGES — | $2.4M | 17.3K | 0.00% | — |
| 7 | A AAPL — | $2.3M | 8.3K | 0.00% | — |
| 8 | I IAU — | $2.2M | 24.7K | 0.00% | — |
| 9 | V VGES — | $2.2M | 10.0K | 0.00% | — |
| 10 | V VGES — | $2M | 5.9K | 0.00% | — |
| 11 | H HR — | $1.9M | 12.5K | 0.00% | — |
| 12 | I IAU — | $1.9M | 12.8K | 0.00% | — |
| 13 | J JHG — | $1.8M | 35.2K | 0.00% | — |
| 14 | A AXP — | $1.6M | 33.8K | 0.00% | — |
| 15 | T TSLA — | $1.4M | 3.1K | 0.00% | — |
| 16 | N NZF — | $1.4M | 110.1K | 0.00% | — |
| 17 | V VYLD — | $1.4M | 4.2K | 0.00% | — |
| 18 | Q QQQ — | $1.3M | 6.8K | 0.00% | — |
| 19 | N NAD — | $1.3M | 104.3K | 0.00% | — |
| 20 | V VGES — | $1.2M | 1.6K | 0.00% | — |