Managed by Wiser Advisor Group Llc • Latest filing Q1 2026
Overlap peers will appear here as data populates
Related fund suggestions coming soon.
| 5 | A AAPL — | $5.6M | 25.4K | 0.00% | — |
| 6 | A AAPL — | $5.5M | 21.9K | 0.00% | — |
| 7 | A AAPL — | $5.4M | 25.5K | 0.00% | — |
| 8 | V VOO — | $5.3M | 10.1K | 0.00% | — |
| 9 | V VOO — | $5.3M | 8.4K | 0.00% | — |
| 10 | V VOO — | $5.2M | 10.5K | 0.00% | — |
| 11 | V VOO — | $5.2M | 9.6K | 0.00% | — |
| 12 | V VOO — | $5.2M | 8.4K | 0.00% | — |
| 13 | V VOO — | $4.9M | 8.3K | 0.00% | — |
| 14 | V VOO — | $4.9M | 8.7K | 0.00% | — |
| 15 | V VOO — | $4.9M | 10.2K | 0.00% | — |
| 16 | A AAPL — | $4.8M | 25.1K | 0.00% | — |
| 17 | A AAPL — | $4.8M | 23.5K | 0.00% | — |
| 18 | V VOO — | $4.8M | 9.3K | 0.00% | — |
| 19 | G | $4.7M | 15.1K | 0.00% | — |
| 20 | L LLY — | $4.7M | 4.3K | 0.00% | — |