Managed by Estate Planners Group, Llc • Latest filing Q4 2025
Overlap peers will appear here as data populates
Related fund suggestions coming soon.
| 5 | A ARCC — | $13.7M | 678.8K | 0.00% | — |
| 6 | Q QQQ — | $11.9M | 201.1K | 0.00% | — |
| 7 | S SPY — | $10.4M | 15.2K | 0.00% | — |
| 8 | ? N/A — | $7.3M | 136.4K | 0.00% | — |
| 9 | I IBIT — | $6.8M | 137.0K | 0.00% | — |
| 10 | D DQ — | $6.2M | 56.6K | 0.00% | — |
| 11 | A AMZN — | $5.8M | 24.9K | 0.00% | — |
| 12 | ? N/A — | $5.6M | 126.6K | 0.00% | — |
| 13 | N NVDA — | $5.3M | 28.7K | 0.00% | — |
| 14 | ? N/A — | $5.3M | 80.0K | 0.00% | — |
| 15 | M META — | $5.2M | 7.9K | 0.00% | — |
| 16 | Q QQQ — | $4.6M | 38.5K | 0.00% | — |
| 17 | M MSFT — | $4.6M | 9.5K | 0.00% | — |
| 18 | A AAPL — | $4.5M | 16.4K | 0.00% | — |
| 19 | G GPN — | $3.9M | 76.7K | 0.00% | — |
| 20 | V VAVX — | $3.4M | 9.5K | 0.00% | — |