Managed by Excelsior Advisor Network Llc • Latest filing Q4 2025
Overlap peers will appear here as data populates
Related fund suggestions coming soon.
| — |
| 5 | S SPY — | $6.2M | 9.1K | 0.00% | — |
| 6 | V VGES — | $5.9M | 20.4K | 0.00% | — |
| 7 | I IAU — | $5.8M | 27.2K | 0.00% | — |
| 8 | S | $5.8M | 211.6K | 0.00% | — |
| 9 | ? N/A — | $5.8M | 146.2K | 0.00% | — |
| 10 | V VGES — | $5.7M | 30.1K | 0.00% | — |
| 11 | V VGES — | $5.7M | 18.1K | 0.00% | — |
| 12 | V VGES — | $5.1M | 19.6K | 0.00% | — |
| 13 | M MSFT — | $4.9M | 10.1K | 0.00% | — |
| 14 | V VGES — | $4.1M | 70.4K | 0.00% | — |
| 15 | V VGES — | $4.1M | 18.6K | 0.00% | — |
| 16 | I IAU — | $3.8M | 11.0K | 0.00% | — |
| 17 | X XOM — | $3.3M | 27.2K | 0.00% | — |
| 18 | I IAU — | $3.1M | 6.6K | 0.00% | — |
| 19 | A AMZN — | $3.1M | 13.5K | 0.00% | — |
| 20 | V VGES — | $3M | 56.6K | 0.00% | — |