Managed by Heritage Oak Wealth Advisors Llc • Latest filing Q1 2026
Overlap peers will appear here as data populates
Related fund suggestions coming soon.
| $82.8M |
| 942.8K |
| 0.00% |
| — |
| 6 | W WMT — | $63.9M | 707.1K | 0.00% | — |
| 7 | W WMT — | $54.3M | 801.6K | 0.00% | — |
| 8 | D DIA — | $28.6M | 311.9K | 0.00% | — |
| 9 | V VYLD — | $27.6M | 546.7K | 0.00% | — |
| 10 | W WMT — | $25.7M | 318.8K | 0.00% | — |
| 11 | I IAU — | $25.5M | 309.2K | 0.00% | — |
| 12 | D DIA — | $22.6M | 247.4K | 0.00% | — |
| 13 | V VYLD — | $22.6M | 445.6K | 0.00% | — |
| 14 | V VYLD — | $22.1M | 435.2K | 0.00% | — |
| 15 | Q QQQ — | $20.6M | 33.5K | 0.00% | — |
| 16 | V VYLD — | $20.2M | 398.6K | 0.00% | — |
| 17 | V VYLD — | $19.9M | 394.2K | 0.00% | — |
| 18 | D DIA — | $18.6M | 202.4K | 0.00% | — |
| 19 | V VYLD — | $18.1M | 356.4K | 0.00% | — |
| 20 | Q QQQ — | $17.4M | 29.0K | 0.00% | — |