Managed by Smith Partners Wealth Management, Llc • Latest filing Q4 2025
Overlap peers will appear here as data populates
Related fund suggestions coming soon.
| 5 | I IAU — | $6M | 59.8K | 0.00% | — |
| 6 | V VGES — | $5.6M | 21.5K | 0.00% | — |
| 7 | V VGES — | $4.6M | 21.1K | 0.00% | — |
| 8 | V VGES — | $4.4M | 47.6K | 0.00% | — |
| 9 | A AAPL — | $3.7M | 13.4K | 0.00% | — |
| 10 | V VGES — | $3.5M | 64.2K | 0.00% | — |
| 11 | V VGES — | $3.2M | 16.9K | 0.00% | — |
| 12 | V VGES — | $2.7M | 34.5K | 0.00% | — |
| 13 | S | $2.4M | 91.5K | 0.00% | — |
| 14 | I IAU — | $2.3M | 23.9K | 0.00% | — |
| 15 | S | $2.2M | 80.5K | 0.00% | — |
| 16 | P PDI — | $2.2M | 41.9K | 0.00% | — |
| 17 | D DIA — | $2.1M | 36.3K | 0.00% | — |
| 18 | M MSFT — | $1.8M | 3.8K | 0.00% | — |
| 19 | V VGES — | $1.7M | 22.8K | 0.00% | — |
| 20 | S | $1.4M | 31.0K | 0.00% | — |