Managed by Midwestern Financial, Llc /Ia • Latest filing Q4 2025
Overlap peers will appear here as data populates
Related fund suggestions coming soon.
| 5 |
? N/A — |
| $8.1M |
| 110.5K |
| 0.00% |
| — |
| 6 | I IAU — | $8M | 80.2K | 0.00% | — |
| 7 | S SPY — | $7.9M | 12.8K | 0.00% | — |
| 8 | I IAU — | $7.5M | 75.7K | 0.00% | — |
| 9 | ? N/A — | $7.1M | 101.6K | 0.00% | — |
| 10 | I IAU — | $6.8M | 101.7K | 0.00% | — |
| 11 | ? N/A — | $6.1M | 73.7K | 0.00% | — |
| 12 | I IAU — | $6M | 93.0K | 0.00% | — |
| 13 | A AXP — | $6M | 78.2K | 0.00% | — |
| 14 | V VGES — | $6M | 34.0K | 0.00% | — |
| 15 | V VGES — | $6M | 31.5K | 0.00% | — |
| 16 | S | $6M | 250.0K | 0.00% | — |
| 17 | V VGES — | $6M | 31.9K | 0.00% | — |
| 18 | ? N/A — | $5.7M | 72.3K | 0.00% | — |
| 19 | A AXP — | $5.6M | 75.0K | 0.00% | — |
| 20 | S | $5.4M | 208.5K | 0.00% | — |