Managed by Kathleen S. Wright Associates Inc. • Latest filing Q3 2025
Overlap peers will appear here as data populates
Related fund suggestions coming soon.
| $21.5M |
| 42.7K |
| 0.00% |
| — |
| 6 | B | $21.4M | 46.6K | 0.00% | — |
| 7 | B | $21.1M | 43.4K | 0.00% | — |
| 8 | V VOO — | $20.9M | 38.8K | 0.00% | — |
| 9 | B | $20.5M | 45.2K | 0.00% | — |
| 10 | B | $20.3M | 48.2K | 0.00% | — |
| 11 | V VOO — | $19.1M | 36.3K | 0.00% | — |
| 12 | B | $19.1M | 47.0K | 0.00% | — |
| 13 | B | $17M | 49.9K | 0.00% | — |
| 14 | V VAVX — | $16.7M | 168.2K | 0.00% | — |
| 15 | V VOO — | $15.9M | 31.9K | 0.00% | — |
| 16 | V VAVX — | $15.3M | 163.5K | 0.00% | — |
| 17 | I IAU — | $15.2M | 151.8K | 0.00% | — |
| 18 | B | $14.9M | 42.7K | 0.00% | — |
| 19 | I IAU — | $14.9M | 147.8K | 0.00% | — |
| 20 | V VOO — | $14.6M | 30.4K | 0.00% | — |