Managed by Helium Advisors Llc • Latest filing Q4 2025
Overlap peers will appear here as data populates
Related fund suggestions coming soon.
| 5 | V VYLD — | $14.4M | 285.3K | 0.00% | — |
| 6 | V VOO — | $12M | 19.6K | 0.00% | — |
| 7 | G GSCE — | $12M | 119.5K | 0.00% | — |
| 8 | V VYLD — | $11.8M | 234.0K | 0.00% | — |
| 9 | V VYLD — | $10.8M | 212.3K | 0.00% | — |
| 10 | G GSCE — | $10.2M | 102.4K | 0.00% | — |
| 11 | M MSFT — | $9.4M | 18.9K | 0.00% | — |
| 12 | I IAU — | $9.4M | 112.4K | 0.00% | — |
| 13 | M MSFT — | $9.3M | 17.9K | 0.00% | — |
| 14 | G GSCE — | $8.8M | 88.3K | 0.00% | — |
| 15 | V VYLD — | $8.6M | 170.3K | 0.00% | — |
| 16 | M MSFT — | $8.3M | 17.1K | 0.00% | — |
| 17 | A AAPL — | $8.2M | 32.7K | 0.00% | — |
| 18 | I IAU — | $8.1M | 107.2K | 0.00% | — |
| 19 | J JHG — | $7.7M | 151.4K | 0.00% | — |
| 20 | J JHG — | $7.4M | 146.0K | 0.00% | — |