Managed by Heritage Wealth Advisors • Latest filing Q1 2023
Overlap peers will appear here as data populates
Related fund suggestions coming soon.
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| 5 | V VGES — | $207.5M | 4.34M | 0.00% | — |
| 6 | V VGES — | $203.6M | 4.29M | 0.00% | — |
| 7 | V VGES — | $200.3M | 4.29M | 0.00% | — |
| 8 | I IAU — | $110.8M | 1.64M | 0.00% | — |
| 9 | I IAU — | $110.8M | 1.66M | 0.00% | — |
| 10 | I IAU — | $100.9M | 1.64M | 0.00% | — |
| 11 | I IAU — | $83.8M | 1.59M | 0.00% | — |
| 12 | M MSFT — | $62.7M | 184.2K | 0.00% | — |
| 13 | I IAU — | $56M | 571.9K | 0.00% | — |
| 14 | A AAPL — | $55.7M | 287.1K | 0.00% | — |
| 15 | M MRK — | $55.4M | 480.5K | 0.00% | — |
| 16 | S SPY — | $53.5M | 120.6K | 0.00% | — |
| 17 | M MSFT — | $52.9M | 183.6K | 0.00% | — |
| 18 | I IAU — | $52.1M | 614.0K | 0.00% | — |
| 19 | I IAU — | $51.8M | 572.1K | 0.00% | — |
| 20 | I IAU — | $51.7M | 470.4K | 0.00% | — |