Managed by Safe Harbor Fiduciary, Llc • Latest filing Q4 2025
Overlap peers will appear here as data populates
Related fund suggestions coming soon.
| 5 | S SPY — | $13.1M | 21.2K | 0.00% | — |
| 6 | V VGES — | $10M | 35.4K | 0.00% | — |
| 7 | V VGES — | $8M | 27.8K | 0.00% | — |
| 8 | Q QQQ — | $7.9M | 12.9K | 0.00% | — |
| 9 | Q QQQ — | $6.4M | 11.6K | 0.00% | — |
| 10 | A AAPL — | $6.2M | 22.8K | 0.00% | — |
| 11 | V VYLD — | $5.7M | 100.2K | 0.00% | — |
| 12 | V VYLD — | $5.7M | 99.4K | 0.00% | — |
| 13 | A AAPL — | $5.4M | 21.4K | 0.00% | — |
| 14 | D DUKB — | $5.3M | 185.7K | 0.00% | — |
| 15 | A AAPL — | $5M | 21.3K | 0.00% | — |
| 16 | Q QQQ — | $5M | 10.6K | 0.00% | — |
| 17 | A AAPL — | $4.9M | 23.7K | 0.00% | — |
| 18 | A AAPL — | $4.8M | 21.4K | 0.00% | — |
| 19 | I IAU — | $4.4M | 43.9K | 0.00% | — |
| 20 | ? N/A — | $4.2M | 98.4K | 0.00% | — |