Managed by Vertrix Wealth Management, Llc • Latest filing Q2 2026
Overlap peers will appear here as data populates
Related fund suggestions coming soon.
| 249.4K |
| 0.00% |
| — |
| 6 | ? N/A — | $12.1M | 199.8K | 0.00% | — |
| 7 | D DIA — | $12.1M | 214.5K | 0.00% | — |
| 8 | ? N/A — | $11.9M | 232.9K | 0.00% | — |
| 9 | V VGES — | $11.3M | 145.8K | 0.00% | — |
| 10 | V VGES — | $11.2M | 162.2K | 0.00% | — |
| 11 | A AAPL — | $9M | 31.1K | 0.00% | — |
| 12 | ? N/A — | $8.8M | 74.1K | 0.00% | — |
| 13 | V VGES — | $8.2M | 125.6K | 0.00% | — |
| 14 | A AAPL — | $8.2M | 32.2K | 0.00% | — |
| 15 | S SPYG — | $7.8M | 79.8K | 0.00% | — |
| 16 | J | $6.9M | 21.1K | 0.00% | — |
| 17 | W WMT — | $6.5M | 52.3K | 0.00% | — |
| 18 | V VYLD — | $6.2M | 21.0K | 0.00% | — |
| 19 | A AXP — | $6.1M | 18.1K | 0.00% | — |
| 20 | W WMT — | $6M | 53.2K | 0.00% | — |