Managed by Lionsbridge Wealth Management Llc • Latest filing Q4 2025
Overlap peers will appear here as data populates
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| 5 | S SPY — | $9M | 16.6K | 0.00% | — |
| 6 | S SPY — | $8.8M | 21.5K | 0.00% | — |
| 7 | V VYLD — | $8.5M | 186.8K | 0.00% | — |
| 8 | D DIA — | $8.5M | 92.4K | 0.00% | — |
| 9 | V VYLD — | $8.4M | 185.2K | 0.00% | — |
| 10 | V VYLD — | $8.3M | 165.3K | 0.00% | — |
| 11 | D DIA — | $7.9M | 86.1K | 0.00% | — |
| 12 | P PDI — | $7.9M | 78.8K | 0.00% | — |
| 13 | I IAU — | $7.8M | 77.1K | 0.00% | — |
| 14 | I IAU — | $7.7M | 79.0K | 0.00% | — |
| 15 | I IAU — | $7.7M | 77.1K | 0.00% | — |
| 16 | I IAU — | $7.6M | 78.4K | 0.00% | — |
| 17 | V VYLD — | $7.4M | 160.2K | 0.00% | — |
| 18 | I IAU — | $7.2M | 74.5K | 0.00% | — |
| 19 | V VAVX — | $7.1M | 79.3K | 0.00% | — |
| 20 | V VYLD — | $6.9M | 152.2K | 0.00% | — |