Managed by Kellett Schaffner Wealth Advisors Llc • Latest filing Q4 2025
Overlap peers will appear here as data populates
Related fund suggestions coming soon.
| — |
| 5 | S | $32.3M | 445.3K | 0.00% | — |
| 6 | S SPY — | $32.1M | 54.8K | 0.00% | — |
| 7 | S SPY — | $31M | 55.4K | 0.00% | — |
| 8 | ? N/A — | $30.7M | 883.4K | 0.00% | — |
| 9 | ? N/A — | $30.4M | 863.2K | 0.00% | — |
| 10 | S SPY — | $30M | 52.2K | 0.00% | — |
| 11 | S | $29.4M | 415.8K | 0.00% | — |
| 12 | ? N/A — | $28.5M | 828.8K | 0.00% | — |
| 13 | ? N/A — | $27.1M | 932.0K | 0.00% | — |
| 14 | S SPY — | $27M | 49.5K | 0.00% | — |
| 15 | ? N/A — | $23.3M | 601.3K | 0.00% | — |
| 16 | ? N/A — | $23.2M | 589.2K | 0.00% | — |
| 17 | ? N/A — | $22.4M | 607.0K | 0.00% | — |
| 18 | I IAU — | $18M | 162.6K | 0.00% | — |
| 19 | I IAU — | $17.6M | 162.9K | 0.00% | — |
| 20 | V VGES — | $17.1M | 68.6K | 0.00% | — |