Managed by Confluence Wealth Services, Inc. • Latest filing Q4 2025
Overlap peers will appear here as data populates
Related fund suggestions coming soon.
| — |
| 5 | C | $172.3M | 5.09M | 0.00% | — |
| 6 | V VGES — | $169.6M | 771.5K | 0.00% | — |
| 7 | C | $157.4M | 4.32M | 0.00% | — |
| 8 | V VGES — | $156M | 722.9K | 0.00% | — |
| 9 | I IAU — | $142.6M | 301.2K | 0.00% | — |
| 10 | V VGES — | $141.6M | 691.7K | 0.00% | — |
| 11 | I IAU — | $136.5M | 291.5K | 0.00% | — |
| 12 | C | $134M | 4.06M | 0.00% | — |
| 13 | C | $125.9M | 3.87M | 0.00% | — |
| 14 | V VGES — | $122.7M | 660.4K | 0.00% | — |
| 15 | V VGES — | $121.3M | 599.3K | 0.00% | — |
| 16 | V VYLD — | $121M | 2.11M | 0.00% | — |
| 17 | V VGES — | $120.3M | 1.34M | 0.00% | — |
| 18 | I IAU — | $119.4M | 281.1K | 0.00% | — |
| 19 | V VYLD — | $112M | 1.96M | 0.00% | — |
| 20 | V VGES — | $108.6M | 548.1K | 0.00% | — |