Managed by Steph & Co • Latest filing Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | ? N/A — | $72.5M | 912.6K | 0.00% | — |
| 2 | ? N/A — | $65.6M | 914.4K | 0.00% | — |
| 3 | V VGES — | $62M | 90.2K | 0.00% | — |
| 4 | ? N/A — | $59M | 822.3K | 0.00% | — |
| 5 | ? N/A — | $51.8M | 751.9K | 0.00% | — |
Overlap peers will appear here as data populates
Related fund suggestions coming soon.
| 6 | ? N/A — | $51.5M | 522.6K | 0.00% | — |
| 7 | V VOO — | $51.3M | 85.8K | 0.00% | — |
| 8 | ? N/A — | $48M | 732.7K | 0.00% | — |
| 9 | V VOO — | $47.5M | 75.8K | 0.00% | — |
| 10 | V VOO — | $46.8M | 76.3K | 0.00% | — |
| 11 | V VOO — | $46.5M | 88.2K | 0.00% | — |
| 12 | ? N/A — | $46.3M | 731.5K | 0.00% | — |
| 13 | V VYLD — | $46.2M | 498.2K | 0.00% | — |
| 14 | ? N/A — | $45.9M | 723.2K | 0.00% | — |
| 15 | V VYLD — | $44.9M | 478.5K | 0.00% | — |
| 16 | V VOO — | $44.8M | 89.5K | 0.00% | — |
| 17 | V VOO — | $44.6M | 82.8K | 0.00% | — |
| 18 | V VYLD — | $43.8M | 517.9K | 0.00% | — |
| 19 | V VOO — | $43.6M | 90.7K | 0.00% | — |
| 20 | ? N/A — | $43.5M | 679.2K | 0.00% | — |