Managed by Wells Financial Advisors Inc • Latest filing Q4 2025
Overlap peers will appear here as data populates
Related fund suggestions coming soon.
| — |
| 5 | I IAU — | $14.2M | 181.7K | 0.00% | — |
| 6 | I IAU — | $13.8M | 190.2K | 0.00% | — |
| 7 | D DIA — | $13.8M | 337.7K | 0.00% | — |
| 8 | S SPYG — | $13.1M | 201.6K | 0.00% | — |
| 9 | S SPYG — | $12.2M | 200.0K | 0.00% | — |
| 10 | D DIA — | $12.1M | 241.9K | 0.00% | — |
| 11 | S SPYG — | $12M | 202.6K | 0.00% | — |
| 12 | I IAU — | $11.7M | 68.6K | 0.00% | — |
| 13 | I IAU — | $11.6M | 70.9K | 0.00% | — |
| 14 | V VGES — | $11.4M | 198.1K | 0.00% | — |
| 15 | D DIA — | $11.4M | 243.7K | 0.00% | — |
| 16 | V VGES — | $11.3M | 195.6K | 0.00% | — |
| 17 | V VGES — | $11.1M | 189.6K | 0.00% | — |
| 18 | V VGES — | $10.7M | 184.8K | 0.00% | — |
| 19 | D DIA — | $10.7M | 219.7K | 0.00% | — |
| 20 | D DIA — | $10.6M | 245.6K | 0.00% | — |