Managed by Rooted Wealth Advisors, Inc. • Latest filing Q1 2026
Overlap peers will appear here as data populates
Related fund suggestions coming soon.
| $41.4M |
| 76.4K |
| 0.00% |
| — |
| 6 | V VOO — | $39.2M | 75.2K | 0.00% | — |
| 7 | V VOO — | $37.9M | 74.6K | 0.00% | — |
| 8 | V VOO — | $36M | 77.4K | 0.00% | — |
| 9 | V VOO — | $32.7M | 68.6K | 0.00% | — |
| 10 | V VOO — | $30.6M | 67.3K | 0.00% | — |
| 11 | V VOO — | $24.4M | 58.8K | 0.00% | — |
| 12 | Q QQQ — | $22.6M | 379.2K | 0.00% | — |
| 13 | S SPYG — | $21.2M | 192.0K | 0.00% | — |
| 14 | V VOO — | $21.1M | 51.8K | 0.00% | — |
| 15 | Q QQQ — | $19.6M | 336.7K | 0.00% | — |
| 16 | I IAU — | $19.2M | 262.6K | 0.00% | — |
| 17 | S SPYG — | $19.1M | 184.0K | 0.00% | — |
| 18 | I IAU — | $18.5M | 269.9K | 0.00% | — |
| 19 | F FIS — | $17.6M | 386.6K | 0.00% | — |
| 20 | I IAU — | $17.4M | 237.9K | 0.00% | — |