Managed by Defined Wealth Management, Llc • Latest filing Q1 2026
Overlap peers will appear here as data populates
Related fund suggestions coming soon.
| 5 | V VOO — | $9.5M | 15.2K | 0.00% | — |
| 6 | V VOO — | $9.5M | 17.7K | 0.00% | — |
| 7 | V VOO — | $9.4M | 15.4K | 0.00% | — |
| 8 | V VOO — | $9.4M | 17.8K | 0.00% | — |
| 9 | V VOO — | $9.2M | 15.4K | 0.00% | — |
| 10 | V VOO — | $8.8M | 15.4K | 0.00% | — |
| 11 | I IAU — | $8.7M | 115.2K | 0.00% | — |
| 12 | V VOO — | $8.7M | 17.4K | 0.00% | — |
| 13 | V VOO — | $8.3M | 17.3K | 0.00% | — |
| 14 | V VGES — | $8.1M | 19.7K | 0.00% | — |
| 15 | V VGES — | $7.8M | 16.3K | 0.00% | — |
| 16 | V VOO — | $7.8M | 15.2K | 0.00% | — |
| 17 | V VGES — | $7.8M | 16.0K | 0.00% | — |
| 18 | I IAU — | $7.6M | 103.0K | 0.00% | — |
| 19 | V VGES — | $7.6M | 19.9K | 0.00% | — |
| 20 | V VOO — | $7.6M | 17.4K | 0.00% | — |