Managed by Pensionmark Financial Group, Llc • Latest filing Q2 2024
Overlap peers will appear here as data populates
Related fund suggestions coming soon.
| — |
| 5 | B BTCW — | $60.4M | 726.1K | 0.00% | — |
| 6 | C CHD — | $58.3M | 556.8K | 0.00% | — |
| 7 | I IAU — | $46.9M | 403.9K | 0.00% | — |
| 8 | E EZBC — | $45.4M | 781.0K | 0.00% | — |
| 9 | M MSFT — | $42M | 97.5K | 0.00% | — |
| 10 | S | $41.2M | 408.3K | 0.00% | — |
| 11 | I IAU — | $40.6M | 804.5K | 0.00% | — |
| 12 | V VYLD — | $40.2M | 190.8K | 0.00% | — |
| 13 | A AMZN — | $39.9M | 214.3K | 0.00% | — |
| 14 | I IAU — | $39.1M | 361.7K | 0.00% | — |
| 15 | I IAU — | $38.9M | 788.7K | 0.00% | — |
| 16 | I IAU — | $38.4M | 511.4K | 0.00% | — |
| 17 | M META — | $37.2M | 65.0K | 0.00% | — |
| 18 | I IAU — | $36.2M | 428.6K | 0.00% | — |
| 19 | I IAU — | $36.1M | 752.9K | 0.00% | — |
| 20 | I IAU — | $35.1M | 729.1K | 0.00% | — |