Managed by Merit Financial Group, Llc • Latest filing Q2 2025
Overlap peers will appear here as data populates
Related fund suggestions coming soon.
| — |
| 5 | V VOO — | $260.9M | 597.3K | 0.00% | — |
| 6 | V VOO — | $259.1M | 491.0K | 0.00% | — |
| 7 | U UFPT — | $253.7M | 7.01M | 0.00% | — |
| 8 | V VOO — | $252.2M | 619.3K | 0.00% | — |
| 9 | V VOO — | $244.6M | 623.0K | 0.00% | — |
| 10 | V VGES — | $234.8M | 627.8K | 0.00% | — |
| 11 | S | $234.7M | 3.08M | 0.00% | — |
| 12 | U UFPT — | $233.8M | 6.82M | 0.00% | — |
| 13 | I IAU — | $233.7M | 2.34M | 0.00% | — |
| 14 | I IAU — | $231.6M | 1.54M | 0.00% | — |
| 15 | I IAU — | $231.5M | 1.41M | 0.00% | — |
| 16 | I IAU — | $229.4M | 2.60M | 0.00% | — |
| 17 | I IAU — | $226M | 2.37M | 0.00% | — |
| 18 | I IAU — | $222.4M | 2.41M | 0.00% | — |
| 19 | S | $221.8M | 3.13M | 0.00% | — |
| 20 | S | $219.5M | 3.02M | 0.00% | — |