Managed by Oaktrust Wealth Advisors, Llc • Latest filing Q1 2026
Overlap peers will appear here as data populates
Related fund suggestions coming soon.
| — |
| 5 | I IAU — | $7.2M | 140.6K | 0.00% | — |
| 6 | S SPY — | $6.5M | 9.9K | 0.00% | — |
| 7 | V VYLD — | $6.4M | 122.1K | 0.00% | — |
| 8 | F FIS — | $5.9M | 129.8K | 0.00% | — |
| 9 | S SPY — | $5.9M | 8.7K | 0.00% | — |
| 10 | F FIS — | $5.6M | 122.3K | 0.00% | — |
| 11 | Q QQQ — | $5.5M | 73.4K | 0.00% | — |
| 12 | V VYLD — | $5.5M | 108.7K | 0.00% | — |
| 13 | G GLDW — | $5.4M | 63.1K | 0.00% | — |
| 14 | G GLDW — | $5.2M | 55.9K | 0.00% | — |
| 15 | Q QQQ — | $4.9M | 64.8K | 0.00% | — |
| 16 | C | $4.8M | 176.3K | 0.00% | — |
| 17 | C | $4.6M | 167.2K | 0.00% | — |
| 18 | Q QCOM — | $4.3M | 68.4K | 0.00% | — |
| 19 | A AMPY — | $4.3M | 95.2K | 0.00% | — |
| 20 | Q QCOM — | $4M | 66.1K | 0.00% | — |