Managed by Lodestone Wealth Management Llc • Latest filing Q4 2025
Overlap peers will appear here as data populates
Related fund suggestions coming soon.
| — |
| 5 | A AAPL — | $7.4M | 33.3K | 0.00% | — |
| 6 | M MSFT — | $7.3M | 14.1K | 0.00% | — |
| 7 | A AAPL — | $7.2M | 34.1K | 0.00% | — |
| 8 | C | $7M | 308.4K | 0.00% | — |
| 9 | V VYLD — | $6.9M | 137.2K | 0.00% | — |
| 10 | M MSFT — | $6.9M | 13.9K | 0.00% | — |
| 11 | V VYLD — | $6.9M | 135.5K | 0.00% | — |
| 12 | A AAPL — | $6.8M | 33.0K | 0.00% | — |
| 13 | V VYLD — | $6.6M | 131.5K | 0.00% | — |
| 14 | V VYLD — | $6.6M | 130.2K | 0.00% | — |
| 15 | V VYLD — | $6.6M | 129.8K | 0.00% | — |
| 16 | A AAPL — | $6.5M | 33.7K | 0.00% | — |
| 17 | V VYLD — | $6.5M | 128.6K | 0.00% | — |
| 18 | A AAPL — | $6.5M | 33.8K | 0.00% | — |
| 19 | M MSFT — | $6.4M | 14.2K | 0.00% | — |
| 20 | V VYLD — | $6.2M | 122.3K | 0.00% | — |