Managed by Family Office Research Llc • Latest filing Q4 2025
Overlap peers will appear here as data populates
Related fund suggestions coming soon.
| — |
| 5 | M MAR — | $46.9M | 179.9K | 0.00% | — |
| 6 | V VOO — | $25.2M | 39.8K | 0.00% | — |
| 7 | V VOO — | $25M | 40.9K | 0.00% | — |
| 8 | V VOO — | $22.9M | 40.3K | 0.00% | — |
| 9 | A AMGN — | $21.5M | 431.1K | 0.00% | — |
| 10 | V VOO — | $20.4M | 39.7K | 0.00% | — |
| 11 | V VOO — | $19.8M | 36.8K | 0.00% | — |
| 12 | A AMGN — | $19M | 380.3K | 0.00% | — |
| 13 | A AMGN — | $17.2M | 344.8K | 0.00% | — |
| 14 | I IAU — | $15.4M | 203.1K | 0.00% | — |
| 15 | I IAU — | $14.9M | 200.7K | 0.00% | — |
| 16 | V VAVX — | $14.4M | 138.0K | 0.00% | — |
| 17 | V VAVX — | $14.1M | 141.9K | 0.00% | — |
| 18 | I IAU — | $13.7M | 203.0K | 0.00% | — |
| 19 | I IAU — | $13.7M | 201.5K | 0.00% | — |
| 20 | V VAVX — | $13.6M | 145.0K | 0.00% | — |