Managed by Sound Portfolio Advisors, Llc • Latest filing Q4 2025
Overlap peers will appear here as data populates
Related fund suggestions coming soon.
| — |
| 5 | I IAU — | $6.2M | 24.9K | 0.00% | — |
| 6 | ? N/A — | $5.8M | 68.6K | 0.00% | — |
| 7 | A | $5.4M | 141.6K | 0.00% | — |
| 8 | B | $5.3M | 10.6K | 0.00% | — |
| 9 | F FIS — | $4.4M | 122.2K | 0.00% | — |
| 10 | F FPF — | $3.7M | 97.8K | 0.00% | — |
| 11 | ? N/A — | $3M | 49.7K | 0.00% | — |
| 12 | B BTCW — | $2.5M | 28.2K | 0.00% | — |
| 13 | B | $2.3M | 3 | 0.00% | — |
| 14 | M MSFT — | $1.2M | 2.4K | 0.00% | — |
| 15 | I IAUM — | $919K | 21.4K | 0.00% | — |
| 16 | V VYLD — | $784K | 15.4K | 0.00% | — |
| 17 | X XOM — | $753K | 6.3K | 0.00% | — |
| 18 | V VGES — | $735K | 5.1K | 0.00% | — |
| 19 | F FBTC — | $650K | 8.5K | 0.00% | — |
| 20 | ? N/A — | $637K | 12.6K | 0.00% | — |