Managed by Source Financial Advisors Llc • Latest filing Q3 2024
Overlap peers will appear here as data populates
Related fund suggestions coming soon.
| $40.4M |
| 655.4K |
| 0.00% |
| — |
| 6 | S SPY — | $40.3M | 77.1K | 0.00% | — |
| 7 | S SPY — | $39.5M | 72.6K | 0.00% | — |
| 8 | U UBER — | $34.9M | 758.9K | 0.00% | — |
| 9 | M MKTX — | $33.7M | 115.0K | 0.00% | — |
| 10 | U UBER — | $33.2M | 770.1K | 0.00% | — |
| 11 | S SPY — | $30.8M | 64.8K | 0.00% | — |
| 12 | M MKTX — | $30.1M | 115.0K | 0.00% | — |
| 13 | M MKTX — | $29.6M | 115.5K | 0.00% | — |
| 14 | S SPY — | $27.1M | 63.4K | 0.00% | — |
| 15 | S SPY — | $25.5M | 57.5K | 0.00% | — |
| 16 | M MKTX — | $25.3M | 115.2K | 0.00% | — |
| 17 | M MKTX — | $24.6M | 115.0K | 0.00% | — |
| 18 | M MKTX — | $23.1M | 115.4K | 0.00% | — |
| 19 | I IAU — | $22M | 41.8K | 0.00% | — |
| 20 | I IAU — | $21.8M | 37.9K | 0.00% | — |