Managed by Shepherd Financial Partners Llc • Latest filing Q4 2025
Overlap peers will appear here as data populates
Related fund suggestions coming soon.
| — |
| 5 | S SPY — | $104.2M | 199.3K | 0.00% | — |
| 6 | S | $104M | 1.48M | 0.00% | — |
| 7 | S | $96.7M | 1.46M | 0.00% | — |
| 8 | S | $93.9M | 1.46M | 0.00% | — |
| 9 | S SPY — | $93.8M | 197.4K | 0.00% | — |
| 10 | S SPY — | $89.3M | 201.4K | 0.00% | — |
| 11 | S SPY — | $86M | 201.3K | 0.00% | — |
| 12 | S | $85M | 1.45M | 0.00% | — |
| 13 | S SPY — | $82.3M | 201.0K | 0.00% | — |
| 14 | S | $81M | 1.49M | 0.00% | — |
| 15 | S | $77.5M | 1.48M | 0.00% | — |
| 16 | S | $74.1M | 1.47M | 0.00% | — |
| 17 | S SPY — | $69.4M | 101.8K | 0.00% | — |
| 18 | S SPY — | $68.1M | 102.2K | 0.00% | — |
| 19 | S SPY — | $63.3M | 102.4K | 0.00% | — |
| 20 | S | $59.4M | 720.5K | 0.00% | — |