Managed by Waverly Advisors, Llc • Latest filing Q4 2025
Overlap peers will appear here as data populates
Related fund suggestions coming soon.
| — |
| 5 | I IAU — | $540.5M | 918.2K | 0.00% | — |
| 6 | I IAU — | $500.1M | 867.0K | 0.00% | — |
| 7 | I IAU — | $452.1M | 826.1K | 0.00% | — |
| 8 | I IAU — | $369.3M | 702.5K | 0.00% | — |
| 9 | V VGES — | $359.4M | 736.7K | 0.00% | — |
| 10 | V VGES — | $351.7M | 733.2K | 0.00% | — |
| 11 | A AAPL — | $321.1M | 1.18M | 0.00% | — |
| 12 | V VGES — | $314.1M | 716.6K | 0.00% | — |
| 13 | I IAU — | $291.4M | 610.2K | 0.00% | — |
| 14 | V VGES — | $267.4M | 1.22M | 0.00% | — |
| 15 | V VGES — | $261.4M | 636.9K | 0.00% | — |
| 16 | V VGES — | $251M | 676.8K | 0.00% | — |
| 17 | A AAPL — | $245.4M | 963.7K | 0.00% | — |
| 18 | V VGES — | $235.8M | 614.2K | 0.00% | — |
| 19 | V VGES — | $231.3M | 618.4K | 0.00% | — |
| 20 | M MSFT — | $229.7M | 474.9K | 0.00% | — |