Managed by Pacific Wealth Management • Latest filing Q4 2025
Overlap peers will appear here as data populates
Related fund suggestions coming soon.
| 5 | S SPY — | $107.2M | 186.9K | 0.00% | — |
| 6 | S SPY — | $107.2M | 182.9K | 0.00% | — |
| 7 | S SPY — | $103.4M | 184.9K | 0.00% | — |
| 8 | S SPY — | $73.4M | 154.4K | 0.00% | — |
| 9 | S SPY — | $73.4M | 154.4K | 0.00% | — |
| 10 | S SPY — | $49.2M | 115.2K | 0.00% | — |
| 11 | S SPY — | $34.5M | 77.9K | 0.00% | — |
| 12 | I IAU — | $25.5M | 1.09M | 0.00% | — |
| 13 | I IAU — | $25.2M | 513.2K | 0.00% | — |
| 14 | I IAU — | $23.1M | 492.6K | 0.00% | — |
| 15 | I IAU — | $22.7M | 440.5K | 0.00% | — |
| 16 | I IAU — | $22.2M | 449.0K | 0.00% | — |
| 17 | I IAU — | $21.8M | 454.0K | 0.00% | — |
| 18 | I IAU — | $21.8M | 454.0K | 0.00% | — |
| 19 | I IAU — | $21.5M | 455.4K | 0.00% | — |
| 20 | I IAU — | $20.9M | 464.1K | 0.00% | — |