Managed by Valley Financial Management, Inc. • Latest filing Q2 2023
Overlap peers will appear here as data populates
Related fund suggestions coming soon.
| — |
| 5 | P PPA — | $12.1M | 150.8K | 0.00% | — |
| 6 | V VGES — | $11.1M | 177.2K | 0.00% | — |
| 7 | B BTCW — | $10.9M | 133.4K | 0.00% | — |
| 8 | V VGES — | $10.3M | 72.3K | 0.00% | — |
| 9 | I IAU — | $10M | 19.8K | 0.00% | — |
| 10 | Q QQQ — | $8.9M | 61.7K | 0.00% | — |
| 11 | B BTCW — | $8.8M | 107.6K | 0.00% | — |
| 12 | ? N/A — | $7.9M | 264.2K | 0.00% | — |
| 13 | A AMPY — | $7.7M | 216.5K | 0.00% | — |
| 14 | I IAU — | $7.7M | 78.1K | 0.00% | — |
| 15 | P PPA — | $7.5M | 88.8K | 0.00% | — |
| 16 | ? N/A — | $7.1M | 53.5K | 0.00% | — |
| 17 | V VOO — | $7M | 17.2K | 0.00% | — |
| 18 | V VOO — | $6.7M | 17.8K | 0.00% | — |
| 19 | K KRE — | $6.7M | 163.6K | 0.00% | — |
| 20 | V VYLD — | $6.7M | 132.9K | 0.00% | — |