Managed by Roehl & Yi Investment Advisors, Llc • Latest filing Q4 2025
Overlap peers will appear here as data populates
Related fund suggestions coming soon.
| 91.2K |
| 0.00% |
| — |
| 6 | I IAU — | $10.5M | 133.4K | 0.00% | — |
| 7 | V VGES — | $6.8M | 86.9K | 0.00% | — |
| 8 | M MSFT — | $6.4M | 63.9K | 0.00% | — |
| 9 | ? N/A — | $6.4M | 138.5K | 0.00% | — |
| 10 | I IAU — | $4.9M | 41.1K | 0.00% | — |
| 11 | I IAU — | $4.6M | 48.4K | 0.00% | — |
| 12 | V VGES — | $4.5M | 40.6K | 0.00% | — |
| 13 | ? N/A — | $4.1M | 74.5K | 0.00% | — |
| 14 | S SPY — | $3.7M | 5.4K | 0.00% | — |
| 15 | C | $3.6M | 87.4K | 0.00% | — |
| 16 | N NVDA — | $3.3M | 17.9K | 0.00% | — |
| 17 | V VGES — | $3.2M | 108.5K | 0.00% | — |
| 18 | G GOOG — | $3.1M | 9.8K | 0.00% | — |
| 19 | C | $3M | 86.9K | 0.00% | — |
| 20 | J JNJ — | $3M | 26.1K | 0.00% | — |