Managed by Zinnia Wealth Advisory, Llc • Latest filing Q4 2025
Overlap peers will appear here as data populates
Related fund suggestions coming soon.
| — |
| 5 | V VGES — | $3.8M | 45.2K | 0.00% | — |
| 6 | A AAPL — | $3.6M | 13.3K | 0.00% | — |
| 7 | S | $3.2M | 109.5K | 0.00% | — |
| 8 | ? N/A — | $3.1M | 125.2K | 0.00% | — |
| 9 | S | $2.6M | 91.8K | 0.00% | — |
| 10 | V VGES — | $2.4M | 12.4K | 0.00% | — |
| 11 | M MSFT — | $2.3M | 4.8K | 0.00% | — |
| 12 | ? N/A — | $2M | 43.2K | 0.00% | — |
| 13 | G GLD — | $1.8M | 4.5K | 0.00% | — |
| 14 | A AMZN — | $1.7M | 7.3K | 0.00% | — |
| 15 | V VGES — | $1.7M | 3.4K | 0.00% | — |
| 16 | S | $1.6M | 52.8K | 0.00% | — |
| 17 | W WMT — | $1.4M | 12.8K | 0.00% | — |
| 18 | T TSLA — | $1.4M | 3.2K | 0.00% | — |
| 19 | S | $1.2M | 26.3K | 0.00% | — |
| 20 | C CAT — | $1.1M | 2.0K | 0.00% | — |