Managed by Welch Financial Planning, Llc • Latest filing Q2 2026
Overlap peers will appear here as data populates
Related fund suggestions coming soon.
| 5 |
I IAU — |
| $12.5M |
| 231.6K |
| 0.00% |
| — |
| 6 | V VYLD — | $12.5M | 134.4K | 0.00% | — |
| 7 | S STE — | $12.3M | 85.6K | 0.00% | — |
| 8 | S STE — | $12.3M | 92.4K | 0.00% | — |
| 9 | I IAU — | $12.1M | 228.5K | 0.00% | — |
| 10 | B | $11.8M | 59.5K | 0.00% | — |
| 11 | V VYLD — | $11.7M | 138.2K | 0.00% | — |
| 12 | ? N/A — | $10.3M | 170.3K | 0.00% | — |
| 13 | ? N/A — | $10.2M | 218.9K | 0.00% | — |
| 14 | ? N/A — | $9M | 53.4K | 0.00% | — |
| 15 | ? N/A — | $8.8M | 79.0K | 0.00% | — |
| 16 | ? N/A — | $8.3M | 205.2K | 0.00% | — |
| 17 | ? N/A — | $8.2M | 83.2K | 0.00% | — |
| 18 | ? N/A — | $7.9M | 197.4K | 0.00% | — |
| 19 | D DC — | $7.7M | 85.3K | 0.00% | — |
| 20 | ? N/A — | $7.3M | 161.4K | 0.00% | — |