Managed by Evergreen Wealth Partners Llc • Latest filing Q4 2025
Overlap peers will appear here as data populates
Related fund suggestions coming soon.
| — |
| 5 | I IAU — | $4.4M | 9.3K | 0.00% | — |
| 6 | O OKE — | $3.4M | 68.8K | 0.00% | — |
| 7 | ? N/A — | $3.4M | 65.6K | 0.00% | — |
| 8 | V VYLD — | $2.9M | 56.6K | 0.00% | — |
| 9 | B BSTZ — | $2.7M | 122.8K | 0.00% | — |
| 10 | I IAU — | $2.7M | 43.3K | 0.00% | — |
| 11 | V V — | $2.6M | 7.5K | 0.00% | — |
| 12 | V VYLD — | $2.5M | 48.9K | 0.00% | — |
| 13 | P PDI — | $2.4M | 52.8K | 0.00% | — |
| 14 | M MSFT — | $2.1M | 4.4K | 0.00% | — |
| 15 | A AAPL — | $1.9M | 7.1K | 0.00% | — |
| 16 | I IAU — | $1.8M | 2.7K | 0.00% | — |
| 17 | C COST — | $1.8M | 2.1K | 0.00% | — |
| 18 | M | $1.4M | 26.5K | 0.00% | — |
| 19 | M MUSA — | $1.3M | 3.3K | 0.00% | — |
| 20 | ? N/A — | $1.3M | 25.2K | 0.00% | — |