Managed by Financial Plan, Inc. • Latest filing Q1 2026
Overlap peers will appear here as data populates
Related fund suggestions coming soon.
? N/A — |
| $100.7M |
| 1.19M |
| 0.00% |
| — |
| 6 | ? N/A — | $93.5M | 1.14M | 0.00% | — |
| 7 | H | $53.9M | 1.52M | 0.00% | — |
| 8 | H | $48.6M | 1.41M | 0.00% | — |
| 9 | ? N/A — | $45.4M | 895.5K | 0.00% | — |
| 10 | ? N/A — | $43.9M | 917.1K | 0.00% | — |
| 11 | ? N/A — | $41.5M | 817.9K | 0.00% | — |
| 12 | A AXP — | $40.8M | 506.1K | 0.00% | — |
| 13 | ? N/A — | $39.8M | 851.3K | 0.00% | — |
| 14 | ? N/A — | $37.4M | 780.2K | 0.00% | — |
| 15 | A AXP — | $36.4M | 473.1K | 0.00% | — |
| 16 | ? N/A — | $34.9M | 740.5K | 0.00% | — |
| 17 | V VGES — | $34M | 680.5K | 0.00% | — |
| 18 | ? N/A — | $31.4M | 712.3K | 0.00% | — |
| 19 | V VGES — | $29.3M | 592.4K | 0.00% | — |
| 20 | S | $28.5M | 1.27M | 0.00% | — |