Managed by Up Strategic Wealth Investment Advisors Llc • Latest filing Q4 2025
Overlap peers will appear here as data populates
Related fund suggestions coming soon.
| — |
| 5 | S | $19.6M | 718.7K | 0.00% | — |
| 6 | S | $17.9M | 679.2K | 0.00% | — |
| 7 | V VGES — | $16.1M | 336.1K | 0.00% | — |
| 8 | S | $15.8M | 644.7K | 0.00% | — |
| 9 | V VGES — | $12.7M | 240.6K | 0.00% | — |
| 10 | S | $12.5M | 564.4K | 0.00% | — |
| 11 | S | $9.4M | 405.1K | 0.00% | — |
| 12 | S | $9.2M | 134.9K | 0.00% | — |
| 13 | S | $8.3M | 129.5K | 0.00% | — |
| 14 | I IAU — | $8.1M | 21.5K | 0.00% | — |
| 15 | I IAU — | $7.9M | 21.5K | 0.00% | — |
| 16 | V VGES — | $7.7M | 156.5K | 0.00% | — |
| 17 | N NVDA — | $7.7M | 42.7K | 0.00% | — |
| 18 | I IAU — | $7.3M | 21.5K | 0.00% | — |
| 19 | S | $7.2M | 115.3K | 0.00% | — |
| 20 | ? N/A — | $7.1M | 91.1K | 0.00% | — |