Profile
AFRM MSFT ORCL PLTR ADBE PANW
Company Name Affirm Holdings, Inc. Microsoft Corporation Oracle Corporation Palantir Technologies Inc. Adobe Inc. Palo Alto Networks, Inc.
Sector Technology Technology Technology Technology Technology Technology
Industry Software - Infrastructure Software - Infrastructure Software - Infrastructure Software - Infrastructure Software - Infrastructure Software - Infrastructure
Market Cap $21.35B $3,697.02B $614.09B $308.48B $164.44B $133.74B
Employees 2.01K 228.00K 159.00K 4.00K 30.71K 15.76K
CEO Max Roth Levchin Satya Nadella Safra Ada Catz Alexander C. Karp Shantanu Narayen Nikesh Arora
Ratings
AFRM MSFT ORCL PLTR ADBE PANW
Quant Rating Score 1 3 3 3 4 3
Quant Rating Strong Sell Neutral Neutral Neutral Buy Neutral
Trading
AFRM MSFT ORCL PLTR ADBE PANW
Last Close $69.14 $497.41 $218.63 $136.32 $386.88 $204.64
High 52 $80.98 $497.45 $218.63 $144.25 $586.55 $405.9
Low 52 $24.12 $354.56 $122.82 $24.09 $340 $152.44
Price vs. 52 Week High -14.62 % -0.01 % 0 % -5.5 % -34.04 % -49.58 %
Price vs. 52 Week Low 186.65 % 40.29 % 78.01 % 465.88 % 13.79 % 34.24 %
Total Return
AFRM MSFT ORCL PLTR ADBE PANW
1 Month Return 33.22 % 8.05 % 32.08 % 3.45 % -6.8 % 6.35 %
3 Month Return 51.92 % 30.15 % 54.03 % 60.98 % 0.96 % 19.46 %
6 Month Return 13.53 % 18.01 % 31.2 % 80.25 % -13 % 12.46 %
9 Month Return 79.68 % 18.24 % 30.79 % 273.89 % -23.05 % -37.85 %
YTD Return 13.53 % 18.01 % 31.2 % 80.25 % -13 % 12.46 %
1 Year Return 131.78 % 8.91 % 52.79 % 426.74 % -30.92 % -39.97 %
3 Year Return 0 % 0 % 0 % 0 % 0 % 0 %
5 Year Return 0 % 0 % 0 % 0 % 0 % 0 %
Dividends
AFRM MSFT ORCL PLTR ADBE PANW
Dividend Yield Percentage (TTM) - 0.65 % 0.78 % - - -
Dividend Paid and Capex Coverage Ration (TTM) 4.39 % 1.54 % 0.8 % 82.61 % 54.02 % 18.56 %
Dividend Per Share (TTM) - 3.24 % 1.7 % - - -
Payout Ratio (TTM) - 24.3 % 38.12 % - - -
Growth
AFRM MSFT ORCL PLTR ADBE PANW
Asset Growth 16.72 % 24.32 % 19.43 % 1.51 %
Gross Profit Growth 106.75 % 17.09 % 45.68 % 12.27 %
Revenue Growth 46.29 % 15.67 % 8.38 % 10.8 %
Revenue 3 Year 36.4 % 48.11 % 30.93 % 45.35 %
Revenue 5 Year 629.96 % 101.13 % 69.15 % 109.38 %
Revenue 10 Year 629.96 % 215.27 % 137.11 % 477.44 %
EBIT Growth 78.76 % 21.3 % 16.28 % 6.77 %
Net Income Growth 47.45 % 21.8 % 18.88 % 2.43 %
Net Income 3 Yeari Growth Per Share 38.59 % 46.09 % 79.33 % 23.02 %
Net Income 5 Yeari Growth Per Share -257.08 % 131.92 % 41.35 % 104.89 %
Net Income 10 Yeari Growth Per Share -257.08 % 345.91 % 97.71 % 2206.8 %
Operating Income Growth 48.72 % 23.62 % 15.14 % 1.37 %
Operating Cash Flow Growth (CFG) 3595.41 % 35.36 % 11.5 % 10.33 %
Operating 3 Year CFG 219.12 % 56.89 % 111.31 % 18.99 %
Operating 5 Year CFG 526.64 % 134.57 % 82.44 % 98.18 %
Operating 10 Year CFG 526.64 % 307.35 % 129.34 % 596.67 %
EPS Growth 50 % 22.02 % 17.06 % 4.71 %
EPS Diluted Growth 50 % 21.9 % 16.98 % 4.48 %
Book Value Per Share 2.76 % 30.45 % 123.3 % -12.72 %
Share Holder 3 Year Equity Growth Per Share -45.9 % 92.04 % 426.36 % 1.7 %
Share Holder 5 Year Equity Growth Per Share 961.59 % 170.91 % 99.95 % 45.69 %
Share Holder 10 Year Equity Growth Per Share 961.59 % 233.95 % -32.56 % 131.8 %
Dividend Per Share Growth - 10.18 % 6.27 % -
Dividend 3 Year Growth Per Share - 33.83 % 32.82 % -
Dividend 5 Year Growth Per Share - 62.77 % 77.87 % -
Dividend 10 Year Growth Per Share - 173.84 % 232.13 % -
Debt Growth 21.34 % 11.94 % 10.2 % 48.43 %
Free Cash Flow Growth 367.83 % 24.54 % -103.34 % 12.71 %
Updated On 30 Jun 2024 30 Jun 2024 31 May 2025 29 Nov 2024
Profitability
AFRM MSFT ORCL PLTR ADBE PANW
Gross Profit Margin TTM 71.61 % 69.07 % 70.51 % 80.01 % 89.25 % 73.56 %
Return on Assets TTM -0.6 % 17.18 % 7.39 % 8.47 % 24.44 % 5.63 %
Return on Equity TTM -2.22 % 32.74 % 80.61 % 12.03 % 51.65 % 20.06 %
Return on Capital Employed TTM -0.74 % 27.24 % 13.03 % 7.03 % 43.11 % 6.88 %
Net Income Per EBT TTM 114.63 % 81.71 % 87.89 % 94.84 % 82.6 % 93.57 %
EBT Per Ebit TTM 71.44 % 96.83 % 80.09 % 148.37 % 101.16 % 134.43 %
EBIT Per Revenue TTM -2.53 % 45.23 % 30.8 % 13.02 % 36.37 % 11.09 %
Cash Flow To Debt Ratio TTM 10.71 % 215.81 % 20 % 545.61 % 2421.91 % 320 %
Receivables Turnover TTM 13.65 5.22 6.71 4.3 13.03 3.3
Payables Turnover TTM 20.8 3.18 3.31 267.25 - 9.99
Inventory Turnover TTM - 98.47 - - - -
Fixed Asset Turnover TTM 532.47 % 129.55 % 131.89 % 1250.93 % 1051.7 % 1225.28 %
Asset Turnover TTM 28.81 % 47.99 % 34.09 % 46.24 % 80.41 % 40.33 %
Operating Cash Flow Per Share TTM 2.43 17.58 7.42 0.57 22.26 3.88
Free Cash Flow Per Share TTM 1.88 9.33 -0.14 0.56 21.84 3.67
Cash Per Share TTM 657.7 % 1070.92 % 399.39 % 231.22 % 1322.45 % 496.2 %
Operating Cash Flow Sales Ratio TTM 26.21 % 48.41 % 36.27 % 42.84 % 42.54 % 29.06 %
Free Cash Flow Operating Cash Flow Ratio TTM 77.24 % 53.07 % -1.89 % 98.79 % 98.15 % 94.61 %
Cash Flow Coverage Ratios TTM 10.71 % 215.81 % 20 % 545.61 % 2421.91 % 320 %
Price To Free Cash Flows Ratio TTM 35.08 53.3 -1558.62 233.98 17.43 54.81
Price To Operating Cash Flows Ratio TTM 27.24 28.29 29.45 239.91 17.34 51.72
Price Cash Flow Ratio TTM 27.24 28.29 29.45 239.91 17.34 51.72
Income Statement (TTM)
AFRM MSFT ORCL PLTR ADBE PANW
Revenue $2.32B $245.12B $57.4B $2.87B $21.51B $8.03B
Gross Profit $1.48B $171.01B $55.09B $2.3B $19.15B $5.97B
Gross Profit Ratio 63.62% 69.76% 95.98% 80.25% 89.04% 74.35%
EBITDA $0B $133.01B $23.91B $0.34B $8.03B $1.28B
Net Income $-0.52B $88.14B $12.44B $0.46B $5.56B $2.58B
EPS Diluted -1.67 11.8 4.34 0.19 12.36 3.64
Balance Sheet (MRQ)
AFRM MSFT ORCL PLTR ADBE PANW
Long Term Debt $6.6B $58.19B $96.83B $0.2B $4.48B $0.38B
Total Liabilities $6.79B $243.69B $147.39B $1.25B $16.13B $14.82B
Total Equity $2.73B $268.48B $20.97B $5.09B $14.11B $5.17B
Total Investments $6.63B $71.82B $0.42B $3.13B $0.27B $5.22B
Total Debt $6.61B $67.13B $104.1B $0.24B $6.06B $1.41B
Total Assets $9.52B $512.16B $168.36B $6.34B $30.23B $19.99B
Cash Flow Statement (TTM)
AFRM MSFT ORCL PLTR ADBE PANW
Net Income $-0.52B $88.14B $12.44B $0.47B $5.56B $2.58B
Inventory $0B $1.28B $0B $0B $0B $0B
Dividends Paid $0B $-21.77B $-4.74B $0B $0B $0B
Operating Cash Flow $0.45B $118.55B $20.82B $1.15B $8.06B $3.26B
Capital Expenditure $-0.16B $-44.48B $-21.22B $-0.01B $-0.23B $-0.16B
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ETFs With Exposure to AFRM
Ticker ETF Name Weight Percentage Price
VTI Vanguard Total Stock Market Index Fund 0.02 303.695
IWD iShares Russell 1000 Value ETF 0.06754 196.085
SCHB Schwab U.S. Broad Market ETF 0.0273143 23.8
VT Vanguard Total World Stock Index Fund 0.01 128.41
SCHX Schwab U.S. Large-Cap ETF 0.00764365 24.415
ITOT iShares Core S&P Total U.S. Stock Market ETF 0.02909 134.91
ACWI iShares MSCI ACWI ETF 0 128.335
IWB iShares Russell 1000 ETF 0.03063 339.085
VUG Vanguard Growth Index Fund 0.03 433.04
HDGE AdvisorShares Ranger Equity Bear ETF -1.18 16.47
SCHG Schwab U.S. Large-Cap Growth ETF 0.0152083 28.865
VB Vanguard Small Cap Index Fund 0.22 240.075
SCHA Schwab U.S. Small-Cap ETF 0.441635 25.605
VGT Vanguard Information Technology Index Fund 0.02 654.585
SCHM Schwab U.S. Mid-Cap ETF 0.365732 28.355
FTEC Fidelity MSCI Information Technology Index ETF 0.0263638 194.74
VV Vanguard Large Cap Index Fund 0.01 284.56
VFH Vanguard Financials Index Fund 0.16 127.565
FNCL Fidelity MSCI Financials Index ETF 0.201867 74.125
IWR iShares Russell Mid-Cap ETF 0.14364 92.765
IWS iShares Russell Mid-Cap Value ETF 0.19752 134.105
VO Vanguard Mid Cap Index Fund 0.08 281.48
IWV iShares Russell 3000 ETF 0.02934 350.8
VBK Vanguard Small Cap Growth Index Fund 0.51 277.06
FGB First Trust Specialty Finance and Financial Opportunities Fund 0.15593 4.15
PDP Invesco DWA Momentum ETF 0.001 106.82
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 0.147 41.26
VOT Vanguard Mid-Cap Growth Index Fund 0.19 282.605
IPAY ETFMG Prime Mobile Payments ETF 5.4 59.665
VXF Vanguard Extended Market Index Fund 0.19 193.75
JHMM John Hancock Multifactor Mid Cap ETF 0.09 61.79
CRBN iShares MSCI ACWI Low Carbon Target ETF 0 210.855
FPX First Trust US Equity Opportunities ETF 0.21 140.645
IYJ iShares U.S. Industrials ETF 0.24472 143.32
VTHR Vanguard Russell 3000 Index Fund 0.02 272.33
SCHK Schwab 1000 Index ETF 0.0282143 29.775
VONV Vanguard Russell 1000 Value Index Fund 0.05 86.05
ONEQ Fidelity Nasdaq Composite Index ETF 0.06 79.33
AIEQ AI Powered Equity ETF 0.53 42.44
IBUY Amplify Online Retail ETF 2.95 69.5793
FFTY Innovator IBD 50 ETF 2.02 31.32
DWAS Invesco DWA SmallCap Momentum ETF 0 83.855
FINX Global X FinTech ETF 3.73 33.7
FNX First Trust Mid Cap Core AlphaDEX Fund 0.26 116.53
FNY First Trust Mid Cap Growth AlphaDEX Fund 0.52 82.045
FTC First Trust Large Cap Growth AlphaDEX Fund 0.65 149.14
FTLS First Trust Long/Short Equity ETF 0.03 66.205
ILCB iShares Morningstar U.S. Equity ETF 0.03284 85.53
ILCG iShares Morningstar Growth ETF 0.06154 95.61
TILT FlexShares Morningstar US Market Factors Tilt Index Fund 0.0261 224.84
XSW SPDR S&P Software & Services ETF 0.43 188.455
BOSS Global X Founder-Run Companies ETF 0.39 25.75
EQAL Invesco Russell 1000 Equal Weight ETF 0.06 49.845
EUSA iShares MSCI USA Equal Weighted ETF 0.07 100.025
FAD First Trust Multi Cap Growth AlphaDEX Fund 0.33 145.58
FDMO Fidelity Momentum Factor ETF 0.36 74.925
FEX First Trust Large Cap Core AlphaDEX Fund 0.23 110.58
IGM iShares Expanded Tech Sector ETF 0.03072 110.7
IPO Renaissance IPO ETF 0.3 44.24
IYY iShares Dow Jones U.S. ETF 0.02956 150.565
JHMF John Hancock Multifactor Financials ETF 0.02 43.7253
JHML John Hancock Multifactor Large Cap ETF 0.02 73.515
IMCB iShares Morningstar Mid-Cap ETF 0.15593 80.235
IMCG iShares Morningstar Mid-Cap Growth ETF 0.30733 80.155
ISCB iShares Morningstar Small-Cap ETF 0.3054 58.6
ISCG iShares Morningstar Small-Cap Growth ETF 0.60944 49.7817
ISCV iShares Morningstar Small-Cap Value ETF 0.17444 62.05
LOWC SPDR MSCI ACWI Climate Paris Aligned ETF 0.01 30.1878
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 0.041 57.56
PBSM Invesco PureBeta MSCI USA Small Cap ETF 0.071 31.9152
PBUS Invesco PureBeta MSCI USA ETF 0.01 62.005
PFI Invesco DWA Financial Momentum ETF 1.756 56.085
PTF Invesco DWA Technology Momentum ETF 0.001 65.3
QUS SPDR MSCI USA StrategicFactors ETF 0 163.575
SHE SPDR SSGA Gender Diversity Index ETF 0.06 124.815
SIZE iShares MSCI USA Size Factor ETF 0.08 155.905
SMLF iShares MSCI USA Small-Cap Multifactor ETF 0.28 68.6001
SMMD iShares Russell 2500 ETF 0.25519 68.565
TOK iShares MSCI Kokusai ETF 0 125.968
URTH iShares MSCI World ETF 0 168.945
UXI ProShares Ultra Industrials 0.02 43.11
VFMO Vanguard U.S. Momentum Factor ETF 0.14 170.15
VONE Vanguard Russell 1000 Index Fund 0.02 280.51
XAW.TO iShares Core MSCI All Country World ex Canada Index ETF 0 46.19
XUU.TO iShares Core S&P U.S. Total Market Index ETF 0.01 62.15
XUH.TO iShares Core S&P U.S. Total Market Index ETF (CAD-Hedged) 0.01 50.37
XTR.TO iShares Diversified Monthly Income ETF 0 11.35
PZW.TO Invesco FTSE RAFI Global Small-Mid ETF 0.0775 37.16
VMGMX Vanguard Mid-Cap Growth Index Fund 0.19 122.4
VMGIX Vanguard Mid-Cap Growth Index Fund Investor Shares 0.19 111.83
VWUAX Vanguard World Fund - Vanguard U.S. Growth Fund 0.36 200.69
VITNX Vanguard Institutional Total Stock Market Index Fund Institutional Shares 0.02 103.4
VITPX Vanguard Institutional Total Stock Market Index Fund Institutional Plus Shares 0.02 103.38
VSEQX Vanguard Horizon Funds - Vanguard Strategic Equity Fund 0.03 36.99
VSTCX Vanguard Strategic Small-Cap Equity Fund Investor Shares 0.13 39.31
VQNPX Vanguard Growth and Income Fund 0.02 66.33
VGIAX Vanguard Quantitative Funds - Vanguard Growth and Income Fund 0.02 108.23
VTCIX Vanguard Tax-Managed Funds - Vanguard Tax-Managed Capital Appreciation Fund 0.02 158.35
VTCLX Vanguard Tax-Managed Capital Appreciation Fund 0.02 318.72
VBAIX Vanguard Balanced Index Fund Institutional Shares 0.01 49.84
VBIAX Vanguard Balanced Index Fund Admiral Shares 0.01 49.83
VBINX Vanguard Balanced Index Fund Investor Shares 0.01 49.84
SPGM SPDR Portfolio MSCI Global Stock Market ETF 0.019878 68.955
VTMFX Vanguard Tax-Managed Balanced Fund Admiral Shares 0.02 46.25
LEND Amplify CrowdBureau(R) Online Lending & Digital Banking ETF 7.32 16.279
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 0.04 87.72
NTSX WisdomTree U.S. Efficient Core Fund 0.0000639 49.78
TECB iShares U.S. Tech Breakthrough Multisector ETF 0.09091 56.75
VALT ETFMG Sit Ultra Short ETF 1.93 48.52
ESGV Vanguard ESG U.S. Stock ETF 0.03 109.405
IEDI iShares Evolved U.S. Discretionary Spending ETF 0.07588 55.38
ESML iShares ESG Aware MSCI USA Small-Cap ETF 0.29221 41.88
TPAY Ecofin Digital Payments Infrastructure Fund 0.92 25.32
AVUS Avantis U.S. Equity ETF 0.02 101.145
BUYZ Franklin Disruptive Commerce ETF 1.75 40.828
BKMC BNY Mellon US Mid Cap Core Equity ETF 0.43 102.18
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 0.42 98.23
GSID Goldman Sachs MarketBeta International Equity ETF 0.01 64.02
GSUS Goldman Sachs MarketBeta US Equity ETF 0.01 85.3
TCHP T. Rowe Price Blue Chip Growth ETF 0.059873 44.79
XBAL.TO iShares Core Balanced ETF Portfolio 0.01 31.06
XCNS.TO iShares Core Conservative Balanced ETF Portfolio 0.01 24.11
XEQT.TO iShares Core Equity ETF Portfolio 0.01 35.47
XGRO.TO iShares Core Growth ETF Portfolio 0.01 31.75
XINC.TO iShares Core Income Balanced ETF Portfolio 0 20.72
BUZZ VanEck Social Sentiment ETF 0.29 29.75
DFAU Dimensional US Core Equity Market ETF 0.0309884 42.395
QQQJ Invesco NASDAQ Next Gen 100 ETF 1.079 32.05
GINN Goldman Sachs Innovate Equity ETF 0.2 66.83
CBLS Changebridge Capital Long/Short Equity ETF -0.79 28.135
EJH E-Home Household Service Holdings Limited 0.03284 2.555
SILX ETFMG Prime 2x Daily Junior Silver Miners ETF 1.72 1.75
LCTU BlackRock U.S. Carbon Transition Readiness ETF 0.01358 67.155
DFUS Dimensional U.S. Equity ETF 0.0288825 66.97
DFAS Dimensional U.S. Small Cap ETF 0.10273 64.855
DFAC Dimensional U.S. Core Equity 2 ETF 0.0580084 36.05
EUNL.DE iShares Core MSCI World UCITS ETF USD (Acc) 0.01 99.966
IBCH.DE iShares V PLC - iShares MSCI World EUR Hedged UCITS ETF (Acc) 0.01 97.25
IUSQ.DE iShares V PLC - iShares MSCI ACWI UCITS ETF USD (Acc) 0 82.91
VTSAX Vanguard Total Stock Market Index Fund 0.02 148.01
FOMO FOMO ETF 0.56 16.825
VFAIX Vanguard Financials Index Fund 0.18 63.8
JAVA JPMorgan Active Value ETF 0.11 66.2
SSAC.L iShares V PLC - iShares MSCI ACWI UCITS ETF USD (Acc) 0 7124
WITS.AS iShares MSCI World Information Technology Sector ESG UCITS ETF 0.01 14.9036
CSUS.L iShares VII PLC - iShares MSCI USA UCITS ETF USD (Acc) 0.01 637.5
CUS1.L iShares VII PLC - iShares MSCI USA Small Cap UCITS ETF USD (Acc) 0.32012 38692.5
EEDG.L iShares MSCI USA ESG Enhanced UCITS ETF 0 7.9065
ISAC.L iShares V PLC - iShares MSCI ACWI UCITS ETF USD (Acc) 0 97.71
IWSZ.L iShares Edge MSCI World Size Factor UCITS ETF 0.1 51.45
SASU.L iShares MSCI USA ESG Screened UCITS ETF 0.01 12.758
WSML.L iShares MSCI World Small Cap UCITS ETF 0.19412 8.156
FTQI First Trust Nasdaq BuyWrite Income ETF 0.01 19.47
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 0.03 53.6715
ETPA Ecofin Digital Payments Infrastructure Fund 2.23 25.145
VSCIX Vanguard Small-Cap Index Fund Institutional Shares 0.22 113.6
VIEIX Vanguard Extended Market Index Fund Institutional Shares 0.19 146.26
VITSX Vanguard Total Stock Market Index Fund 0.02 148.03
CGGR Capital Group Growth ETF 0.49 40.135
DFUV Dimensional US Marketwide Value ETF 0.018044 42.845
EQUL IQ Engender Equality ETF 1.9 27.12
FLDZ RiverNorth Patriot ETF 0.17 28.9085
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 1.053 24.45
EWSA.AS iShares MSCI World Small Cap ESG Enhanced UCITS ETF 0.16286 5.4957
IWRD.L iShares MSCI World UCITS ETF 0.01 6245.5
IWDA.L iShares Core MSCI World UCITS ETF USD (Acc) 0.01 117.7
IWDE.SW iShares V PLC - iShares MSCI World EUR Hedged UCITS ETF (Acc) 0.01 76.59
SDWD.L iShares MSCI World ESG Screened UCITS ETF 0.01 10.009
IGWD.L iShares V PLC - iShares MSCI World GBP Hedged UCITS ETF (Acc) 0.01 10710
CSUS.SW iShares VII PLC - iShares MSCI USA UCITS ETF USD (Acc) 0.01 637.4
EEDS.L iShares MSCI USA ESG Enhanced UCITS ETF 0 10.836
INAA.SW iShares MSCI North America UCITS ETF 0.01 114.92
IUSZ.L iShares Edge MSCI USA Size Factor UCITS ETF 0.26 11.7675
SGAS.DE iShares MSCI USA ESG Screened UCITS ETF 0.01 10.83
MIDD.L iShares FTSE 250 UCITS ETF 0.04 2018
IWFS.L iShares Edge MSCI World Size Factor UCITS ETF 0.1 3756
NAESX Vanguard Small Cap Index Fund 0.22 113.6
MODL Victory Portfolios II - VictoryShares WestEnd U.S. Sector ETF 0.033028 43.05
MRND IQ U.S. Mid Cap R&D Leaders ETF 1.26 22.9925
STXK Ea Series Trust - Strive 2000 ETF 0.49 30.725
DFSU Dimensional US Sustainability Core 1 ETF 0.0689316 39.45
STXG Strive 1000 Growth ETF 0.03 45.635
JKE iShares Morningstar Growth ETF 0.06154 283.806
IUSN.DE iShares MSCI World Small Cap UCITS ETF 0.19412 6.928
AZTD Aztlan Global Stock Selection Dm SMID ETF 1.65 27.1925
IS3T.DE iShares Edge MSCI World Size Factor UCITS ETF 0.1 43.73
SWTSX Schwab Total Stock Market Index Fd Select Shs a Series of Schwab Capit 0.013489 104.71
VEXAX Vanguard Extended Market Index Fd Admiral Shs 0.19 146.27
VIGAX Vanguard Growth Index Fd Admiral Shs 0.03 225.7
VLCAX Vanguard Large Cap Index Fund Admiral Shs 0.01 144.12
IDWR.L iShares MSCI World UCITS ETF 0.01 85.59
VSGAX Vanguard Small-Cap Growth Index Fd Admiral 0.51 97.35
VWUSX Vanguard U.S. Growth Fund 0.44 77.43
IQQN.DE iShares MSCI North America UCITS ETF 0.01 97.6
IQQW.DE iShares MSCI World UCITS ETF 0.01 72.696
CUSS.L iShares VII PLC - iShares MSCI USA Small Cap ESG Enhanced UCITS ETF USD (Acc) 0.32012 531
V3AB.L Vanguard Funds Public Limited Company - Vanguard ESG Global All Cap UCITS ETF 0.01732 5.12
CU1.L iShares VII PLC - iShares MSCI USA UCITS ETF USD (Acc) 0.01 46512.5
IUSZ.DE iShares Core FTSE 100 UCITS ETF GBP (Dist) 0.26 9.977
FNTC Direxion Daily Fintech Bull 2X Shares 0.702062 12.7468
SNXFX Schwab 1000 Index Fund Investor Shares 0.0141863 133.53
SXRG.DE iShares VII PLC - iShares MSCI USA Small Cap ESG Enhanced UCITS ETF USD (Acc) 0.32012 451
JCTR JPMorgan Carbon Transition U.S. Equity ETF 0.12 83.26
INAA.L iShares MSCI North America UCITS ETF 0.01 8383
V3AM.L Vanguard ESG Global All Cap UCITS ETF 0.01732 4.7875
V3AA.L Vanguard Funds Public Limited Company - Vanguard ESG Global All Cap UCITS ETF 0.01732 7.007
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 0.5 65.96
IWDE.L iShares V Public Limited Company - iShares MSCI World EUR Hedged UCITS ETF 0.01 97.26
WLDS.L iShares MSCI World Small Cap UCITS ETF 0.19412 5.948
V3AL.L Vanguard Funds Public Limited Company - Vanguard ESG Global All Cap UCITS ETF 0.01732 6.5805
VSMAX Vanguard Small Cap Index Fd Admiral Shs 0.22 113.6
GPSA.L iShares MSCI USA ESG Screened UCITS ETF 0.01 9.3025
USFM.L UBS (Irl) ETF plc - MSCI USA Select Factor Mix UCITS ETF (USD) A-dis 0.05 2628
SWDA.L iShares Core MSCI World UCITS ETF USD (Acc) 0.01 8587
BIGRX Disciplined Core Value Fund - Investor Class 0.06 37.29
QDVC.DE iShares Edge MSCI USA Size Factor UCITS ETF 0.26 10.002
VIMAX Vanguard Mid-Cap Index Fund Admiral Shares 0.08 346.8
VITAX Vanguard Information Technology Index Fund Admiral Shs 0.02 339.45
USUE.DE UBS (Irl) ETF plc - MSCI USA Select Factor Mix UCITS ETF (USD) A-acc 0.05 34.15
VTWAX Vanguard Total World Stock Index Fund Admiral Shares 0.01 45.52
S6DW.DE iShares MSCI World ESG Screened UCITS ETF 0.01 8.503
IWDA.AS iShares Core MSCI World UCITS ETF USD (Acc) 0.01 99.995
IUSF.L iShares IV Public Limited Company - iShares Edge MSCI USA Size Factor UCITS ETF 0.26 859
AOTG AOT Growth and Innovation ETF 0.54 48.825
TRFM AAM Transformers ETF 0.27 42.325
JKD iShares Morningstar U.S. Equity ETF 0.03284 221.911
BPAY BlackRock Future Financial and Technology ETF 1.75054 32.378
JKK iShares Morningstar Small-Cap Growth ETF 0.60944 307.42
JKJ iShares Morningstar Small-Cap ETF 0.3054 231.193
JKG iShares Morningstar Mid-Cap ETF 0.15593 251.079
JKH iShares Morningstar Mid-Cap Growth ETF 0.30733 374.169
AVLV Avantis U.S. Large Cap Value ETF 0.04 68.995
FCUS Pinnacle Focused Opportunities ETF 3.6 25.23
CBUG.DE iShares MSCI World Small Cap ESG Enhanced UCITS ETF 0.16286 4.686
VMNFX Vanguard Market Neutral Fund -31.25 13.71
FWD Ab Disruptors ETF 0.358588 88.52
HAPS Harbor ETF Trust - Harbor Corporate Culture Small Cap ETF 2.9 28.287
FDFF Fidelity Covington Trust - Disruptive Fin ETF 1.48 37.84
EQLS Simplify Market Neutral Equity Long/Short ETF 0.384481 22.325
TGRT T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Growth ETF 0.182125 39.89
QIS Simplify Multi-Qis Alternative ETF -0.0468207 22.1057
DCOR Dimensional ETF Trust 0.0511772 67.165
AVLC American Century ETF Trust 0.02 71.0999
VEMPX Vanguard Extended Market Index InstlPlus 0.19 360.93
AVMC American Century ETF Trust - Avantis U.S. Mid Cap Equity ETF 0.16 67.09
CSUSS.MI iShares VII PLC - iShares MSCI USA Small Cap ESG Enhanced UCITS ETF USD (Acc) 0.32012 450.86
R1VL.L iShares Russell 1000 Value UCITS ETF 0.06793 32.5575
NTSX.MI WisdomTree US Efficient Core UCITS ETF 0.03114 30.48
USFMDN.MX UBS (Irl) ETF Public Limited Company - MSCI USA Select Factor Mix UCITS ETF 0.05 382
FMDE Fidelity Covington Trust - Enhanced Mid Cap ETF 0.05 34.585
GVUS Goldman Sachs ETF Trust - Goldman Sachs MarketBeta Russell 1000 Value Equity ETF 0.06 49.903
VSMPX Vanguard Total Stock Mkt Idx Instl Pls 0.02 277.69
SWMCX Schwab Capital Trust - Schwab U.S. Mid-Cap Index Fund 0.0589978 69.62
STXM Strive Mid-Cap ETF 0.47 26.64
VSGIX Vanguard Small Cap Growth Index I 0.51 77.96
VTWIX Vanguard Total World Stock Index I 0.01 262.39
NTSX.L WisdomTree US Efficient Core UCITS ETF USD Acc 0.03114 35.945
PTL Inspire 500 ETF 0.154665 229.115
DXUV Dimensional ETF Trust 0.00231636 54.81
WUSA WisdomTree US Domestic Economy ETF -0.0197469 24.78
XUDV 0.47 25.71
CGMM Capital Group U.S. Small and Mid Cap ETF 0.96 27.125
AVUQ Avantis U.S. Quality ETF 0.05 53.796
WSML iShares MSCI World Small-Cap ETF 0.18979 27.9
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