Managed by Financial Services Advisory Inc • Latest filing Q4 2025
Overlap peers will appear here as data populates
Related fund suggestions coming soon.
| 5 | V VOO — | $39.5M | 97.0K | 0.00% | — |
| 6 | S SPY — | $35.9M | 75.5K | 0.00% | — |
| 7 | C | $34M | 933.1K | 0.00% | — |
| 8 | D DIA — | $30.7M | 77.3K | 0.00% | — |
| 9 | D DIA — | $29.6M | 78.6K | 0.00% | — |
| 10 | S SPY — | $26.6M | 38.9K | 0.00% | — |
| 11 | I IAU — | $26.4M | 91.3K | 0.00% | — |
| 12 | I IAU — | $26.2M | 389.9K | 0.00% | — |
| 13 | V VOO — | $26M | 66.3K | 0.00% | — |
| 14 | C | $25.8M | 613.0K | 0.00% | — |
| 15 | V VOO — | $25.6M | 47.5K | 0.00% | — |
| 16 | C | $25.5M | 584.7K | 0.00% | — |
| 17 | I IAU — | $25.2M | 36.8K | 0.00% | — |
| 18 | I IAU — | $24.9M | 89.8K | 0.00% | — |
| 19 | I IAU — | $24.6M | 36.7K | 0.00% | — |
| 20 | I IAU — | $23.9M | 90.5K | 0.00% | — |