Managed by Wj Financial Advisors Llc • Latest filing Q4 2025
Overlap peers will appear here as data populates
Related fund suggestions coming soon.
| 5 | B | $4.6M | 9.1K | 0.00% | — |
| 6 | B | $4.5M | 8.9K | 0.00% | — |
| 7 | S | $4.1M | 152.2K | 0.00% | — |
| 8 | S SPY — | $4M | 5.9K | 0.00% | — |
| 9 | S | $4M | 150.9K | 0.00% | — |
| 10 | A AMZN — | $4M | 17.1K | 0.00% | — |
| 11 | A AMZN — | $3.8M | 17.1K | 0.00% | — |
| 12 | S SPY — | $3.6M | 5.4K | 0.00% | — |
| 13 | I IAU — | $3.3M | 36.5K | 0.00% | — |
| 14 | I IAU — | $3.2M | 36.3K | 0.00% | — |
| 15 | I IAU — | $3M | 95.6K | 0.00% | — |
| 16 | I IAU — | $2.9M | 92.9K | 0.00% | — |
| 17 | M MDB — | $2.6M | 8.4K | 0.00% | — |
| 18 | G GOOG — | $2.4M | 7.8K | 0.00% | — |
| 19 | Q QQQ — | $2.4M | 49.5K | 0.00% | — |
| 20 | C CLM — | $2.2M | 263.0K | 0.00% | — |