Managed by Next Level Wealth Planning, Llc • Latest filing Q1 2026
Overlap peers will appear here as data populates
Related fund suggestions coming soon.
| 5 | V VOO — | $41.8M | 81.3K | 0.00% | — |
| 6 | V VOO — | $41.3M | 76.6K | 0.00% | — |
| 7 | A ATI — | $20.8M | 533.2K | 0.00% | — |
| 8 | A ATI — | $19.7M | 516.6K | 0.00% | — |
| 9 | A ATI — | $18.3M | 502.1K | 0.00% | — |
| 10 | V VGES — | $18.2M | 63.4K | 0.00% | — |
| 11 | V VGES — | $17.9M | 61.7K | 0.00% | — |
| 12 | V VGES — | $17.6M | 60.0K | 0.00% | — |
| 13 | A ATI — | $16.2M | 469.3K | 0.00% | — |
| 14 | V VGES — | $15.8M | 56.6K | 0.00% | — |
| 15 | V VGES — | $15.5M | 46.3K | 0.00% | — |
| 16 | V VGES — | $15.2M | 46.3K | 0.00% | — |
| 17 | S | $14.7M | 451.5K | 0.00% | — |
| 18 | V VGES — | $14.6M | 45.4K | 0.00% | — |
| 19 | S | $14.2M | 443.8K | 0.00% | — |
| 20 | V VGES — | $13.9M | 45.6K | 0.00% | — |