Managed by Plan Group Financial, Llc • Latest filing Q1 2026
Overlap peers will appear here as data populates
Related fund suggestions coming soon.
| 5 | V VOO — | $17.1M | 28.0K | 0.00% | — |
| 6 | V VOO — | $16.3M | 30.9K | 0.00% | — |
| 7 | V VOO — | $16.2M | 30.2K | 0.00% | — |
| 8 | A ATI — | $16M | 584.9K | 0.00% | — |
| 9 | V VOO — | $15.2M | 30.3K | 0.00% | — |
| 10 | B | $15.1M | 20 | 0.00% | — |
| 11 | B | $15.1M | 21 | 0.00% | — |
| 12 | Q QCOM — | $14.4M | 229.5K | 0.00% | — |
| 13 | I IAU — | $13.9M | 100.4K | 0.00% | — |
| 14 | I IAU — | $13.7M | 97.0K | 0.00% | — |
| 15 | I IAU — | $13.5M | 97.4K | 0.00% | — |
| 16 | Q QCOM — | $13.5M | 223.9K | 0.00% | — |
| 17 | I IAU — | $13.3M | 144.0K | 0.00% | — |
| 18 | V VOO — | $13.3M | 27.7K | 0.00% | — |
| 19 | I IAU — | $13.2M | 102.9K | 0.00% | — |
| 20 | I IAU — | $12.9M | 110.8K | 0.00% | — |