Managed by Core Wealth Advisors, Inc. • Latest filing Q4 2025
Overlap peers will appear here as data populates
Related fund suggestions coming soon.
| — |
| 5 | I IAU — | $106M | 183.8K | 0.00% | — |
| 6 | I IAU — | $103.1M | 183.5K | 0.00% | — |
| 7 | I IAU — | $100.3M | 183.3K | 0.00% | — |
| 8 | I IAU — | $96.2M | 183.0K | 0.00% | — |
| 9 | I IAU — | $90.6M | 189.6K | 0.00% | — |
| 10 | I IAU — | $81.2M | 189.0K | 0.00% | — |
| 11 | I IAU — | $81.1M | 181.9K | 0.00% | — |
| 12 | I IAU — | $74.9M | 182.2K | 0.00% | — |
| 13 | V VOO — | $31.7M | 84.2K | 0.00% | — |
| 14 | V VOO — | $25.1M | 40.1K | 0.00% | — |
| 15 | V VOO — | $24.4M | 39.8K | 0.00% | — |
| 16 | C | $23.2M | 531.6K | 0.00% | — |
| 17 | V VOO — | $22.6M | 39.9K | 0.00% | — |
| 18 | V VOO — | $22.3M | 41.5K | 0.00% | — |
| 19 | D DIA — | $22.2M | 276.5K | 0.00% | — |
| 20 | V VOO — | $21.9M | 41.5K | 0.00% | — |