Managed by Waypoint Wealth Counsel • Latest filing Q1 2026
Overlap peers will appear here as data populates
Related fund suggestions coming soon.
| 5 | V VOO — | $18.9M | 36.8K | 0.00% | — |
| 6 | V VOO — | $18.7M | 34.7K | 0.00% | — |
| 7 | V VOO — | $17.7M | 33.5K | 0.00% | — |
| 8 | V VOO — | $15.7M | 31.4K | 0.00% | — |
| 9 | V VOO — | $14.6M | 30.3K | 0.00% | — |
| 10 | V VOO — | $13M | 29.8K | 0.00% | — |
| 11 | V VOO — | $11.9M | 29.2K | 0.00% | — |
| 12 | V VOO — | $11.7M | 29.8K | 0.00% | — |
| 13 | V VGES — | $11.5M | 80.3K | 0.00% | — |
| 14 | V VOO — | $11.5M | 30.6K | 0.00% | — |
| 15 | S SPY — | $11.4M | 16.8K | 0.00% | — |
| 16 | S SPY — | $11.2M | 16.8K | 0.00% | — |
| 17 | G GLD — | $10.8M | 27.3K | 0.00% | — |
| 18 | V VGES — | $10.7M | 75.7K | 0.00% | — |
| 19 | S SPY — | $10.3M | 16.7K | 0.00% | — |
| 20 | A AAPL — | $10.3M | 62.6K | 0.00% | — |