Managed by Trevian Wealth Management Llc • Latest filing Q1 2026
Overlap peers will appear here as data populates
Related fund suggestions coming soon.
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| 5 | V VOO — | $80.2M | 141.2K | 0.00% | — |
| 6 | V VOO — | $78.1M | 144.9K | 0.00% | — |
| 7 | V VOO — | $74.5M | 155.0K | 0.00% | — |
| 8 | V VOO — | $68M | 128.9K | 0.00% | — |
| 9 | V VOO — | $63.2M | 144.6K | 0.00% | — |
| 10 | V VOO — | $52.5M | 133.8K | 0.00% | — |
| 11 | I IAU — | $31.4M | 220.2K | 0.00% | — |
| 12 | I IAU — | $31M | 208.5K | 0.00% | — |
| 13 | I IAU — | $29.2M | 55.5K | 0.00% | — |
| 14 | I IAU — | $27.7M | 190.5K | 0.00% | — |
| 15 | I IAU — | $26.5M | 55.5K | 0.00% | — |
| 16 | I IAU — | $22.6M | 52.6K | 0.00% | — |
| 17 | I IAU — | $22M | 163.0K | 0.00% | — |
| 18 | ? N/A — | $15.8M | 140.6K | 0.00% | — |
| 19 | ? N/A — | $15M | 150.1K | 0.00% | — |
| 20 | ? N/A — | $14.6M | 140.6K | 0.00% | — |