Managed by Shepherd Kaplan Krochuk, Llc • Latest filing Q4 2025
Overlap peers will appear here as data populates
Related fund suggestions coming soon.
| 5 | V VAVX — | $9.6M | 323.5K | 0.00% | — |
| 6 | A AAPL — | $9.3M | 47.8K | 0.00% | — |
| 7 | A AAPL — | $9.2M | 47.8K | 0.00% | — |
| 8 | V VAVX — | $8.9M | 308.9K | 0.00% | — |
| 9 | V VAVX — | $8.8M | 298.3K | 0.00% | — |
| 10 | V VAVX — | $8.7M | 298.6K | 0.00% | — |
| 11 | I IAU — | $8.6M | 78.4K | 0.00% | — |
| 12 | V VAVX — | $8.6M | 293.5K | 0.00% | — |
| 13 | V VAVX — | $8.5M | 295.8K | 0.00% | — |
| 14 | A AAPL — | $8.3M | 30.4K | 0.00% | — |
| 15 | A AAPL — | $8.2M | 49.8K | 0.00% | — |
| 16 | A AAPL — | $8.2M | 47.8K | 0.00% | — |
| 17 | A AAPL — | $8.2M | 47.8K | 0.00% | — |
| 18 | I IAU — | $8.2M | 97.7K | 0.00% | — |
| 19 | V VAVX — | $8M | 284.9K | 0.00% | — |
| 20 | V VGES — | $7.8M | 23.8K | 0.00% | — |