Managed by Retirement Planning Group • Latest filing Q4 2025
Overlap peers will appear here as data populates
Related fund suggestions coming soon.
| — |
| 5 | B BTCW — | $234.8M | 4.09M | 0.00% | — |
| 6 | V VOO — | $226.5M | 440.7K | 0.00% | — |
| 7 | B BTCW — | $197M | 3.75M | 0.00% | — |
| 8 | B BEN — | $193.1M | 4.96M | 0.00% | — |
| 9 | B BEN — | $178.5M | 4.78M | 0.00% | — |
| 10 | ? N/A — | $177.4M | 4.02M | 0.00% | — |
| 11 | ? N/A — | $167.4M | 3.80M | 0.00% | — |
| 12 | B BEN — | $159.5M | 4.48M | 0.00% | — |
| 13 | P PDI — | $153.9M | 5.77M | 0.00% | — |
| 14 | Q QQQ — | $148.4M | 1.42M | 0.00% | — |
| 15 | A AMPY — | $148M | 3.66M | 0.00% | — |
| 16 | ? N/A — | $147.3M | 3.55M | 0.00% | — |
| 17 | B BTCW — | $146.7M | 3.34M | 0.00% | — |
| 18 | V VGES — | $146.4M | 747.7K | 0.00% | — |
| 19 | ? N/A — | $143.1M | 6.50M | 0.00% | — |
| 20 | P PDI — | $142.3M | 5.30M | 0.00% | — |