Managed by Formulate Financial Llc • Latest filing Q4 2025
Overlap peers will appear here as data populates
Related fund suggestions coming soon.
| 5 | S SPY — | $9.6M | 14.1K | 0.00% | — |
| 6 | I IAU — | $9.5M | 25.4K | 0.00% | — |
| 7 | V VGES — | $9.3M | 42.3K | 0.00% | — |
| 8 | V VGES — | $9.2M | 42.5K | 0.00% | — |
| 9 | S SPY — | $9.2M | 13.7K | 0.00% | — |
| 10 | I IAU — | $9.1M | 24.8K | 0.00% | — |
| 11 | I IAU — | $6.3M | 51.1K | 0.00% | — |
| 12 | I IAU — | $5.7M | 47.4K | 0.00% | — |
| 13 | I IAU — | $3.6M | 23.9K | 0.00% | — |
| 14 | I IAU — | $3.5M | 24.0K | 0.00% | — |
| 15 | M MSFT — | $3.2M | 6.1K | 0.00% | — |
| 16 | I IAU — | $3.1M | 6.6K | 0.00% | — |
| 17 | M MSFT — | $3M | 6.2K | 0.00% | — |
| 18 | I IAU — | $2.9M | 6.1K | 0.00% | — |
| 19 | V VGES — | $2.2M | 7.3K | 0.00% | — |
| 20 | V VGES — | $2.2M | 7.3K | 0.00% | — |