Managed by Veritable, L.P. • Latest filing Q3 2023
Overlap peers will appear here as data populates
Related fund suggestions coming soon.
| 5 | V VOO — | $511M | 1.25M | 0.00% | — |
| 6 | V VOO — | $472.2M | 1.26M | 0.00% | — |
| 7 | M MDY — | $462.8M | 966.3K | 0.00% | — |
| 8 | M MDY — | $445.2M | 971.2K | 0.00% | — |
| 9 | I IAU — | $315.1M | 1.20M | 0.00% | — |
| 10 | I IAU — | $297.4M | 1.19M | 0.00% | — |
| 11 | S SPY — | $294.1M | 663.5K | 0.00% | — |
| 12 | I IAU — | $283.6M | 1.16M | 0.00% | — |
| 13 | S SPY — | $271.6M | 663.5K | 0.00% | — |
| 14 | I IAU — | $265M | 1.18M | 0.00% | — |
| 15 | V VGES — | $149.9M | 1.41M | 0.00% | — |
| 16 | I IAU — | $148.9M | 2.04M | 0.00% | — |
| 17 | I IAU — | $146M | 2.09M | 0.00% | — |
| 18 | V VGES — | $144.6M | 1.37M | 0.00% | — |
| 19 | I IAU — | $135.9M | 725.7K | 0.00% | — |
| 20 | A AAPL — | $129.3M | 666.6K | 0.00% | — |