Managed by Presper Financial Architects, Llc • Latest filing Q4 2025
Overlap peers will appear here as data populates
Related fund suggestions coming soon.
| — |
| 5 | S STE — | $23.5M | 83.5K | 0.00% | — |
| 6 | I IAU — | $21.3M | 342.7K | 0.00% | — |
| 7 | S SPY — | $21.2M | 141.7K | 0.00% | — |
| 8 | S SPY — | $21.1M | 137.8K | 0.00% | — |
| 9 | I IAU — | $20.4M | 308.4K | 0.00% | — |
| 10 | I IAU — | $19.8M | 303.0K | 0.00% | — |
| 11 | S STE — | $16.9M | 66.6K | 0.00% | — |
| 12 | I IAU — | $16.1M | 167.4K | 0.00% | — |
| 13 | I IAU — | $15.4M | 164.7K | 0.00% | — |
| 14 | S | $13.9M | 79.5K | 0.00% | — |
| 15 | S | $13.3M | 77.6K | 0.00% | — |
| 16 | I IAU — | $12.7M | 106.0K | 0.00% | — |
| 17 | I IAU — | $12.4M | 104.0K | 0.00% | — |
| 18 | I IAU — | $11.7M | 107.4K | 0.00% | — |
| 19 | I IAU — | $11.5M | 128.1K | 0.00% | — |
| 20 | I IAU — | $10.5M | 22.3K | 0.00% | — |