Managed by Phillips Wealth Planners Llc • Latest filing Q4 2025
Overlap peers will appear here as data populates
Related fund suggestions coming soon.
| 5 | V VOO — | $4.7M | 8.7K | 0.00% | — |
| 6 | V VOO — | $4.4M | 8.6K | 0.00% | — |
| 7 | V VOO — | $4.2M | 8.6K | 0.00% | — |
| 8 | V VOO — | $4M | 8.7K | 0.00% | — |
| 9 | V VOO — | $4M | 9.1K | 0.00% | — |
| 10 | M MSFT — | $3.7M | 7.0K | 0.00% | — |
| 11 | S SPY — | $3.6M | 6.2K | 0.00% | — |
| 12 | S SPY — | $3.4M | 5.0K | 0.00% | — |
| 13 | M MSFT — | $3.3M | 7.5K | 0.00% | — |
| 14 | V VOO — | $3.3M | 8.4K | 0.00% | — |
| 15 | M MSFT — | $3.2M | 6.5K | 0.00% | — |
| 16 | V VOO — | $3.1M | 7.5K | 0.00% | — |
| 17 | V VOO — | $2.9M | 7.5K | 0.00% | — |
| 18 | M MSFT — | $2.9M | 6.2K | 0.00% | — |
| 19 | S SPY — | $2.7M | 5.7K | 0.00% | — |
| 20 | M MSFT — | $2.7M | 6.5K | 0.00% | — |