Managed by Planning Project Llc • Latest filing Q4 2025
Overlap peers will appear here as data populates
Related fund suggestions coming soon.
| $28.3M |
| 257.1K |
| 0.00% |
| — |
| 6 | I IAU — | $20.8M | 173.3K | 0.00% | — |
| 7 | V VOO — | $7.7M | 12.3K | 0.00% | — |
| 8 | L LIN — | $5.8M | 13.7K | 0.00% | — |
| 9 | V VGES — | $2.8M | 44.0K | 0.00% | — |
| 10 | V VGES — | $2.5M | 33.7K | 0.00% | — |
| 11 | V VGES — | $1.9M | 5.7K | 0.00% | — |
| 12 | S SPY — | $1.8M | 2.6K | 0.00% | — |
| 13 | V VGES — | $1.3M | 4.5K | 0.00% | — |
| 14 | V VGES — | $1.3M | 15.2K | 0.00% | — |
| 15 | V VYLD — | $1.1M | 20.1K | 0.00% | — |
| 16 | I IAU — | $940K | 2.0K | 0.00% | — |
| 17 | V VGES — | $931K | 3.6K | 0.00% | — |
| 18 | I IAU — | $860K | 2.3K | 0.00% | — |
| 19 | I IAU — | $764K | 7.1K | 0.00% | — |
| 20 | F FIS — | $722K | 15.7K | 0.00% | — |