Profile
BHF MFC AFL MET-PE MET PUK
Company Name Brighthouse Financial, Inc. Manulife Financial Corporation Aflac Incorporated MetLife, Inc. MetLife, Inc. Prudential plc
Sector Financial Services Financial Services Financial Services Financial Services Financial Services Financial Services
Industry Insurance - Life Insurance - Life Insurance - Life Insurance - Life Insurance - Life Insurance - Life
Market Cap $3.64B $64.10B $61.40B $50.39B $50.33B $43.71B
Employees 1.40K 37.00K 12.69K 45.00K 45.00K 15.41K
CEO Eric Thomas Steigerwalt Philip James Witherington Daniel Paul Amos Michel Abbas Khalaf Michel Abbas Khalaf Anil Wadhwani
Ratings
BHF MFC AFL MET-PE MET PUK
Quant Rating Score 3 3 3 4 2 3
Quant Rating Neutral Neutral Neutral Buy Sell Neutral
Trading
BHF MFC AFL MET-PE MET PUK
Last Close $65.62 $33.79 $112.27 $23.89 $75.53 $28.01
High 52 $66.01 $34.43 $115.01 $25.15 $88.25 $28.99
Low 52 $43.36 $26.93 $98.09 $22.94 $68.42 $14.54
Price vs. 52 Week High -0.59 % -1.86 % -2.38 % -5.01 % -14.41 % -3.38 %
Price vs. 52 Week Low 51.34 % 25.47 % 14.46 % 4.14 % 10.39 % 92.64 %
Total Return
BHF MFC AFL MET-PE MET PUK
1 Month Return 41 % 6.8 % 4.23 % -2.85 % -3.73 % 4.51 %
3 Month Return 44.03 % 10.3 % 6.16 % -2.57 % -2.84 % 5.64 %
6 Month Return 7.59 % 5.59 % 5.1 % 1.57 % -6.56 % 21.05 %
9 Month Return 4.47 % 12.6 % 7.68 % -1.61 % -8.37 % 52.23 %
YTD Return 36.59 % 10.03 % 8.54 % 1.49 % -7.76 % 75.72 %
1 Year Return 30.95 % 3.75 % 1.03 % -1.36 % -8.59 % 76.83 %
3 Year Return 0 % 0 % 0 % 0 % 0 % 0 %
5 Year Return 0 % 0 % 0 % 0 % 0 % 0 %
Dividends
BHF MFC AFL MET-PE MET PUK
Dividend Yield Percentage (TTM) - 3.39 % 1.98 % 2.97 % 2.97 % 1.47 %
Dividend Paid and Capex Coverage Ration (TTM) 1.41 % 9.39 % 2.19 % 8.87 % 8.87 % 3.32 %
Dividend Per Share (TTM) - 1.76 % 2.32 % 2.27 % 2.27 % 0.25 %
Payout Ratio (TTM) 10.55 % 55.22 % 28.14 % 51.09 % 51.09 % 30.75 %
Growth
BHF MFC AFL MET-PE MET PUK
Asset Growth 0.93 % 11.79 % -1.47 %
Gross Profit Growth 499.11 % 27.6 % 9.89 %
Revenue Growth 10.61 % -3.57 % 3.29 %
Revenue 3 Year 33.18 % -113.29 % 32.21 %
Revenue 5 Year 9.03 % -110.31 % 33.42 %
Revenue 10 Year -20.36 % -114.51 % 56.67 %
EBIT Growth 143.45 % 9.56 % 107.64 %
Net Income Growth 134.89 % 3.08 % 180.48 %
Net Income 3 Yeari Growth Per Share -74.19 % -7.66 % -22.66 %
Net Income 5 Yeari Growth Per Share 182.79 % 17.62 % -0.35 %
Net Income 10 Yeari Growth Per Share -42.34 % 68.96 % 15.22 %
Operating Income Growth 128.63 % 9.89 % 160.04 %
Operating Cash Flow Growth (CFG) -111.68 % 29.73 % 6 %
Operating 3 Year CFG -142.48 % 24.9 % 41.16 %
Operating 5 Year CFG -125.05 % 41.95 % 44.17 %
Operating 10 Year CFG -109.32 % 159.1 % 45.05 %
EPS Growth 125.04 % 8.78 % 228.57 %
EPS Diluted Growth 125.23 % 8.81 % 228.18 %
Book Value Per Share -10.59 % 12.05 % 1.3 %
Share Holder 3 Year Equity Growth Per Share -66.43 % -1.6 % -51.29 %
Share Holder 5 Year Equity Growth Per Share -51.58 % 16.01 % -44.89 %
Share Holder 10 Year Equity Growth Per Share -51.26 % 62.77 % -37.44 %
Dividend Per Share Growth -10.88 % 9.58 % 8.3 %
Dividend 3 Year Growth Per Share 25.25 % 37.94 % 12.3 %
Dividend 5 Year Growth Per Share 666.92 % 148.7 % 25.95 %
Dividend 10 Year Growth Per Share - 266.85 % 74.97 %
Debt Growth -0.03 % 11.17 % -0.6 %
Free Cash Flow Growth -111.68 % 29.73 % 6 %
Updated On 31 Dec 2024 31 Dec 2024 31 Dec 2024
Profitability
BHF MFC AFL MET-PE MET PUK
Gross Profit Margin TTM 44.44 % 30.39 % 35.1 % 22.74 % 22.74 % 99.9 %
Return on Assets TTM 0.4 % 0.58 % 3.41 % 0.45 % 0.45 % 1099.88 %
Return on Equity TTM 17.4 % 11.54 % 15.39 % 15.89 % 15.89 % 25.01 %
Return on Capital Employed TTM 0.47 % 0.75 % 4.17 % 0.66 % 0.66 % -660.88 %
Net Income Per EBT TTM 83.51 % 80.87 % 81.81 % 71.73 % 71.73 % 85.79 %
EBT Per Ebit TTM 100 % 95.33 % 100 % 94.6 % 94.6 % -202.69 %
EBIT Per Revenue TTM 19.64 % 15.27 % 28.37 % 6.47 % 6.47 % -32.03 %
Cash Flow To Debt Ratio TTM 4.56 % 228.08 % 29.35 % - - 49887.44 %
Receivables Turnover TTM 0.28 - 21.08 - - 1721.57
Payables Turnover TTM - - - - - -
Inventory Turnover TTM - - - - - -
Fixed Asset Turnover TTM - 1889.49 % 1374.29 % - - 732228.49 %
Asset Turnover TTM 2.41 % 4.89 % 14.71 % 10.27 % 10.27 % 1974.73 %
Operating Cash Flow Per Share TTM 2.51 18.06 4.85 22.78 22.78 1.02
Free Cash Flow Per Share TTM 2.51 18.06 4.85 22.78 22.78 0.97
Cash Per Share TTM 153529.04 % 1523.11 % 14418.26 % - - 0.22 %
Operating Cash Flow Sales Ratio TTM 2.44 % 61.05 % 14.32 % 19.89 % 19.89 % 67.57 %
Free Cash Flow Operating Cash Flow Ratio TTM 100 % 100 % 100 % 100 % 100 % 95.23 %
Cash Flow Coverage Ratios TTM 4.56 % 228.08 % 29.35 % - - 49887.44 %
Price To Free Cash Flows Ratio TTM 25.31 2.86 23.86 3.32 3.32 16.78
Price To Operating Cash Flows Ratio TTM 25.41 2.88 24.13 3.35 3.35 16.5
Price Cash Flow Ratio TTM 25.41 2.88 24.13 3.35 3.35 16.5
Income Statement (TTM)
BHF MFC AFL MET-PE MET PUK
Revenue $4.37B $-7.29B $17.44B $76.13B $76.13B $8.14B
Gross Profit $2.01B $13.63B $6.79B $17.31B $17.31B $8.14B
Gross Profit Ratio 46.07% -187.02% 38.93% 22.74% 22.74% 100%
EBITDA $0.57B $7.26B $5.53B $5.72B $5.72B $2.93B
Net Income $0.39B $5.63B $3.65B $3.34B $3.34B $2.29B
EPS Diluted 4.64 2.84 6.83 4.7 4.7 1.68
Balance Sheet (MRQ)
BHF MFC AFL MET-PE MET PUK
Long Term Debt $3.16B $14.16B $8.41B $18.25B $18.25B $4.2B
Total Liabilities $233.51B $925.86B $86.98B $649.75B $649.75B $163.2B
Total Equity $5.02B $52.96B $29.49B $27.7B $27.7B $18.67B
Total Investments $117.39B $244.35B $97.52B $435.38B $435.38B $157.61B
Total Debt $3.16B $14.16B $8.41B $18.72B $18.72B $4.72B
Total Assets $238.54B $978.82B $116.47B $677.46B $677.46B $181.88B
Cash Flow Statement (TTM)
BHF MFC AFL MET-PE MET PUK
Net Income $0.39B $5.88B $5.44B $4.43B $4.43B $3.24B
Inventory $0B $0B $0B $0B $0B $0B
Dividends Paid $-0.1B $-3.16B $-1.09B $-1.73B $-1.73B $-0.55B
Operating Cash Flow $-0.29B $26.49B $2.71B $15.12B $15.12B $3.61B
Capital Expenditure $0B $0B $0B $0B $0B $-0.1B
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ETFs With Exposure to BHF
Ticker ETF Name Weight Percentage Price
VWO Vanguard Emerging Markets Stock Index Fund 0.02618 57.26
VTI Vanguard Total Stock Market Index Fund 0.00565 340.96
IWD iShares Russell 1000 Value ETF 0.01 224.57
IWF iShares Russell 1000 Growth ETF 0.00102 456.84
VEU Vanguard FTSE All-World ex-US Index Fund 0.00762 79.19
SCHB Schwab U.S. Broad Market ETF 0.00545137 26.67
VT Vanguard Total World Stock Index Fund 0.00346 146.46
IJH iShares Core S&P Mid-Cap ETF 0.11 71.73
ITOT iShares Core S&P Total U.S. Stock Market ETF 0.01 151.14
GSY Invesco Ultra Short Duration ETF 0.256587 50.3
IWB iShares Russell 1000 ETF 0.01 378.54
FAS Direxion Daily Financial Bull 3X Shares 0.02 160.34
VXUS Vanguard Total Intl Stock Idx Fund 0.00718 81.05
PFF iShares Preferred and Income Securities ETF 0.14114 31.47
VB Vanguard Small Cap Index Fund 0.05115 277.35
SCHA Schwab U.S. Small-Cap ETF 0.0872677 30.89
IUSV iShares Core S&P U.S. Value ETF 0.01 107.64
BND Vanguard Total Bond Market Index Fund 0.00135 74.23
BLV Vanguard Long-Term Bond Fund 0.01354 69.77
KIE SPDR S&P Insurance ETF 1.8032 59.6
BSV Vanguard Short-Term Bond Index Fund 0.0055 78.81
VFH Vanguard Financials Index Fund 0.04069 133.03
MDY SPDR S&P MIDCAP 400 ETF Trust 0.107288 655.32
VCLT Vanguard Long-Term Corporate Bond Index Fund 0.01582 76.27
IYF iShares U.S. Financials ETF 0.06 129.64
VCSH Vanguard Short-Term Corporate Bond Index Fund 0.00018 79.87
FNCL Fidelity MSCI Financials Index ETF 0.0347441 77.48
PRF Invesco FTSE RAFI US 1000 ETF 0.01142 50
DEUS Xtrackers Russell US Multifactor ETF 0.00844023 62.595
IWR iShares Russell Mid-Cap ETF 0.03 101.78
IWS iShares Russell Mid-Cap Value ETF 0.04 152.07
IWV iShares Russell 3000 ETF 0.01 393.18
IWP iShares Russell Mid-Cap Growth ETF 0.00866 135.57
SPMD SPDR Portfolio S&P 400 Mid Cap ETF 0.107902 62.93
EZM WisdomTree U.S. MidCap Earnings Fund 0.0027662 71.72
FNDB Schwab Fundamental U.S. Broad Market Index ETF 0.00650532 28.51
AOM iShares Core Moderate Allocation ETF 0 48.63
AOK iShares Core Conservative Allocation ETF 0 40.79
VXF Vanguard Extended Market Index Fund 0.04762 217.96
SCHZ Schwab U.S. Aggregate Bond ETF 0.00816849 23.41
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF 0.00559 84.04
FNDA Schwab Fundamental U.S. Small Company Index ETF 0.0883097 34.82
IJJ iShares S&P Mid-Cap 400 Value ETF 0.22 143.73
MNA IQ Merger Arbitrage ETF 0 36.21
SPFF Global X SuperIncome Preferred ETF 1.24 9.31
MDYV SPDR S&P 400 Mid Cap Value ETF 0.221307 92.53
PFFD Global X U.S. Preferred ETF 0.27 19.27
VTHR Vanguard Russell 3000 Index Fund 0.00574 305.54
VBR Vanguard Small Cap Value Index Fund 0.09004 232.1
VONV Vanguard Russell 1000 Value Index Fund 0.01237 98.55
UYG ProShares Ultra Financials 0.02 89.11
ONEQ Fidelity Nasdaq Composite Index ETF 0.01 90.54
AOR iShares Core Growth Allocation ETF 0 66.73
RFV Invesco S&P MidCap 400 Pure Value ETF 1.96365 142.77
AOA iShares Core Aggressive Allocation ETF 0 92.53
FNX First Trust Mid Cap Core AlphaDEX Fund 0.43 137.579
FTLS First Trust Long/Short Equity ETF -0.06 71.505
FXO First Trust Financials AlphaDEX Fund 0.000001 62.21
IAK iShares U.S. Insurance ETF 0.41 136.57
MVV ProShares Ultra MidCap400 0.0794329 81.72
PTMC Pacer Trendpilot US Mid Cap ETF 0.11 38.78
TILT FlexShares Morningstar US Market Factors Tilt Index Fund 0.0393 256.981
VAMO Cambria Value and Momentum ETF 0.68 36.14
AMCA iShares Russell 1000 Pure U.S. Revenue ETF 0.05 37.55
RWK Invesco S&P MidCap 400 Revenue ETF 0.247188 139.35
FYT First Trust Small Cap Value AlphaDEX Fund 0.000001 64.0736
EES WisdomTree U.S. SmallCap Earnings Fund 0.96319 61.3
EWMC Invesco S&P MidCap 400 Equal Weight ETF 0.261 89.7636
AFTY Pacer CSOP FTSE China A50 ETF 0.1 16.2826
AGGY WisdomTree Yield Enhanced U.S. Aggregate Bond Fund 0.03 44.11
BSCR Invesco BulletShares 2027 Corporate Bond ETF 0.163706 19.755
CSA VictoryShares US Small Cap Volatility Wtd ETF 0.180298 66.1625
CSF VictoryShares US Discovery Enhanced Volatility Wtd ETF 0.0431692 51.03
CSML IQ Chaikin U.S. Small Cap ETF 0.2 34.9484
DMRM DeltaShares S&P 400 Managed Risk ETF 0.15 55.2224
EQAL Invesco Russell 1000 Equal Weight ETF 0.060739 56.4
FAB First Trust Multi Cap Value AlphaDEX Fund 0.000001 98.0525
FAD First Trust Multi Cap Growth AlphaDEX Fund 0.05 168.49
FNK First Trust Mid Cap Value AlphaDEX Fund 0.15 60.9839
FYC First Trust Small Cap Growth AlphaDEX Fund 0.24 100.914
FYX First Trust Small Cap Core AlphaDEX Fund 0.000001 124.663
IBDS iShares iBonds Dec 2027 Term Corporate ETF 0.08818 24.31
IMTB iShares Core 5-10 Year USD Bond ETF 0.01294 44.23
IUSB iShares Core Total USD Bond Market ETF 0.00095 46.67
IVOO Vanguard S&P Mid-Cap 400 Index Fund 0.11528 121.51
IVOV Vanguard S&P Mid-Cap 400 Value Index Fund 0.23494 110.38
IYLD iShares Morningstar Multi-Asset Income ETF 0.09 22.29
IYY iShares Dow Jones U.S. ETF 0.0052 168.06
JHSC John Hancock Multifactor Small Cap ETF 0.11 46.22
ISCB iShares Morningstar Small-Cap ETF 0.06 69.715
ISCV iShares Morningstar Small-Cap Value ETF 0.13 74.37
JPST JPMorgan Ultra-Short Income ETF 0.18 50.65
LKOR FlexShares Credit-Scored US Long Corporate Bond Index Fund 0.08 42.5
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 0.04 60.95
MIDU Direxion Daily Mid Cap Bull 3X Shares 0.0777192 63.86
MMTM SPDR S&P 1500 Momentum Tilt ETF 0.004298 298.43
MRGR ProShares Merger ETF 2.22103 44.835
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 0.022972 63.14
ONEO SPDR Russell 1000 Momentum Focus ETF 0.026342 139.3
PBSM Invesco PureBeta MSCI USA Small Cap ETF 0.074 31.9152
PFIG Invesco Fundamental Investment Grade Corporate Bond ETF 0.209815 24.327
PKW Invesco BuyBack Achievers ETF 0.166154 139.6
PWC Invesco Dynamic Market ETF 0.29 37.8843
RAVI FlexShares Ready Access Variable Income Fund 0.0639 75.45
SMLF iShares MSCI USA Small-Cap Multifactor ETF 0.0983 79.5
SMMD iShares Russell 2500 ETF 0.1 80.99
SQLV Royce Quant Small-Cap Quality Value ETF 0.66 46.5909
UMDD ProShares UltraPro MidCap400 0.0652742 32.25
USEQ Invesco Russell 1000 Enhanced Equal Weight ETF 0.12 32.4249
USLB Invesco Russell 1000 Low Beta Equal Weight ETF 0.17 35.72
USVM VictoryShares USAA MSCI USA Small Cap Value Momentum ETF 0.175986 100.12
VFLQ Vanguard U.S. Liquidity Factor ETF 0.25 99.7611
VFMF Vanguard U.S. Multifactor ETF 0.11154 163.74
VFMO Vanguard U.S. Momentum Factor ETF 0.09 205.86
VFQY Vanguard U.S. Quality Factor ETF 0.11 160.79
VFVA Vanguard U.S. Value Factor ETF 0.19693 144.58
VLU SPDR S&P 1500 Value Tilt ETF 0.029405 225.58
VONE Vanguard Russell 1000 Index Fund 0.00566 313.555
VONG Vanguard Russell 1000 Growth Index Fund 0 117.49
VTC Vanguard Total Corporate Bond ETF 0.01173 77.85
WFIG WisdomTree U.S. Corporate Bond Fund 0.11 44.2952
VETS Pacer Military Times Best Employers ETF 0.66 38.62
BNDW Vanguard Total World Bond ETF 0 68.98
XSC.TO iShares Conservative Short Term Strategic Fixed Income ETF 0 17.83
XSE.TO iShares Conservative Strategic Fixed Income ETF 0 17.71
XAW.TO iShares Core MSCI All Country World ex Canada Index ETF 0 52.91
XUU.TO iShares Core S&P U.S. Total Market Index ETF 0.01 69.25
XUH.TO iShares Core S&P U.S. Total Market Index ETF (CAD-Hedged) 0.01 55.62
XTR.TO iShares Diversified Monthly Income ETF 0 11.95
XMC.TO iShares S&P U.S. Mid-Cap Index ETF 0.11 37.55
XMH.TO iShares S&P U.S. Mid-Cap Index ETF (CAD-Hedged) 0.11 31.47
XPF.TO iShares S&P/TSX North American Preferred Stock Index ETF (CAD-Hedged) 0.42 15.82
XSI.TO iShares Short Term Strategic Fixed Income ETF 0 16.96
XIG.TO iShares U.S. IG Corporate Bond Index ETF (CAD-Hedged) 0 19.86
PXS.TO Invesco FTSE RAFI U.S. Index ETF II CAD 0.0175 59.2
VXC.TO Vanguard FTSE Global All Cap ex Canada Index ETF 0.00333 76.24
VVL.TO Vanguard Global Value Factor ETF 0.12625 66.88
VUN.TO Vanguard U.S. Total Market Index ETF 0.00564 126.63
VUS.TO Vanguard U.S. Total Market Index ETF (CAD-hedged) 0.00555 118.21
VITNX Vanguard Institutional Total Stock Market Index Fund Institutional Shares 0.00561 114.86
VITPX Vanguard Institutional Total Stock Market Index Fund Institutional Plus Shares 0.00561 114.84
VSEQX Vanguard Horizon Funds - Vanguard Strategic Equity Fund 0.0472 39.74
VSTCX Vanguard Strategic Small-Cap Equity Fund Investor Shares 0.07093 45.33
VQNPX Vanguard Growth and Income Fund 0 67.64
VGIAX Vanguard Quantitative Funds - Vanguard Growth and Income Fund 0 110.36
VTCIX Vanguard Tax-Managed Funds - Vanguard Tax-Managed Capital Appreciation Fund 0.0102 177.36
VTCLX Vanguard Tax-Managed Capital Appreciation Fund 0.0102 356.97
VBAIX Vanguard Balanced Index Fund Institutional Shares 0.00349 52.46
VBIAX Vanguard Balanced Index Fund Admiral Shares 0.00349 52.45
VBINX Vanguard Balanced Index Fund Investor Shares 0.00349 52.45
VINEX Vanguard International Explorer Fund Investor Shares 0.18318 21.58
IGLB iShares 10+ Year Investment Grade Corporate Bond ETF 0.00975 50.72
SPGM SPDR Portfolio MSCI Global Stock Market ETF 0.011065 79.82
XMMO Invesco S&P MidCap Momentum ETF 0.63 146.65
VWINX Vanguard Wellesley Income Fund 0.19707 26.12
VWIAX Vanguard Wellesley Income Fund 0.19707 63.28
VWENX Vanguard Wellington Fund Admiral Shares 0.06376 77.67
VWELX Vanguard Wellington Fund 0.06376 44.98
VTMFX Vanguard Tax-Managed Balanced Fund Admiral Shares 0.00056 49.89
REVS Columbia Research Enhanced Value ETF 0.04 30.02
AFSM First Trust Active Factor Small Cap ETF 0.24 34.77
AFMC First Trust Active Factor Mid Cap ETF 0.000001 37.45
BOUT Innovator IBD Breakout Opportunities ETF 1.18 39.78
FSMD Fidelity Small-Mid Factor ETF 0.21 47.51
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 0.01 98.355
MARB First Trust Vivaldi Merger Arbitrage ETF 0.000001 20.72
SCHJ Schwab 1-5 Year Corporate Bond ETF 0.0464586 24.92
SCHI Schwab 5-10 Year Corporate Bond ETF 0.0273832 23
LSAF LeaderSharesTM AlphaFactor US Core Equity ETF 1.17512 47.98
XMVM Invesco S&P MidCap Value with Momentum ETF 2.24213 69.96
ESGV Vanguard ESG U.S. Stock ETF 0.00687 120.65
VSGX Vanguard ESG International Stock ETF 0.01013 76.94
IEFN iShares Evolved U.S. Financials ETF 0.13 31
ESML iShares ESG Aware MSCI USA Small-Cap ETF 0.05 50
SLT Pacer Salt High truBeta US Market ETF 0.66 39.22
LSLT Pacer Salt Low truBeta US Market ETF 0.66 32
STLV iShares Factors US Value Style ETF 0.05782 25.675
AVUV Avantis U.S. Small Cap Value ETF 0.58 115.19
AVUS Avantis U.S. Equity ETF 0.03 117.21
RECS Columbia Research Enhanced Core ETF 0.02 41.38
VGRO.TO Vanguard Growth ETF Portfolio 0.00206 44.01
BKSE BNY Mellon US Small Cap Core Equity ETF 0.16 121.6
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 0.09 115.185
STMB iShares Trust - iShares Factors US Mid Blend Style ETF 0.42 44.87
EAOK iShares ESG Aware Conservative Allocation ETF 0 27.84
EAOM iShares ESG Aware Moderate Allocation ETF 0 30.555
EAOA iShares ESG Aware Aggressive Allocation ETF 0 42.295
EAOR iShares ESG Aware Growth Allocation ETF 0 36.135
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 0.55 50.87
VIRS Pacer BioThreat Strategy ETF 0.66 40.025
GSIG Goldman Sachs Access Investment Grade Corporate 1-5 Year Bond ETF 0.36 47.72
XBAL.TO iShares Core Balanced ETF Portfolio 0 34.09
XCNS.TO iShares Core Conservative Balanced ETF Portfolio 0 25.7
XEQT.TO iShares Core Equity ETF Portfolio 0 41.16
XGRO.TO iShares Core Growth ETF Portfolio 0 35.795
XINC.TO iShares Core Income Balanced ETF Portfolio 0 21.365
VEQT.TO Vanguard All-Equity ETF Portfolio 0.00251 55.34
VBAL.TO Vanguard Balanced ETF Portfolio 0.00155 37.61
VCNS.TO Vanguard Conservative ETF Portfolio 0.00104 31.94
VCIP.TO Vanguard Conservative Income ETF Portfolio 0.00054 27.22
VRIF.TO Vanguard Retirement Income ETF Portfolio 0.00047 26.82
DFAU Dimensional US Core Equity Market ETF 0.00986967 47.92
MIDE Xtrackers S&P MidCap 400 ESG ETF 0.155989 36.045
VCEB Vanguard ESG U.S. Corporate Bond ETF 0.01736 63.72
XJH iShares ESG Screened S&P Mid-Cap ETF 0.12 48.715
GCOR Goldman Sachs Access U.S. Aggregate Bond ETF 0.01 41.635
BSCU Invesco BulletShares 2030 Corporate Bond ETF 0.166386 16.9358
WGRO WisdomTree U.S. Growth & Momentum Fund 1.03 19.7093
DFUS Dimensional U.S. Equity ETF 0.00570215 75.35
DFAT Dimensional U.S. Targeted Value ETF 0.192275 66.71
DFAS Dimensional U.S. Small Cap ETF 0.0946006 76.26
DFAC Dimensional U.S. Core Equity 2 ETF 0.0190296 41.29
EUNX.DE iShares US Aggregate Bond UCITS ETF USD (Dist) 0.00064 80.376
IBCQ.DE iShares Global Corp Bond EUR Hedged UCITS ETF (Dist) 0.00178 86.596
IS0X.DE iShares Global Corp Bond UCITS ETF USD (Dist) 0.00222 78.02
VUCE.DE Vanguard USD Corporate Bond UCITS ETF 0.01536 51.982
VTSAX Vanguard Total Stock Market Index Fund 0.00565 166.03
SDIA.L iShares $ Short Duration Corp Bond UCITS ETF 0.01684 6.341
VUSC.L Vanguard USD Corporate 1-3 year Bond UCITS ETF 0.07031 36.5105
VFAIX Vanguard Financials Index Fund 0.04069 66.69
CLSE Convergence Long/Short Equity ETF -0.13 28.64
AVSU Avantis Responsible U.S. Equity ETF 0.04 79.725
ICAP InfraCap Equity Income Fund ETF 0.22 28.83
CUS1.L iShares VII PLC - iShares MSCI USA Small Cap UCITS ETF USD (Acc) 0.02 46630
HLQD.L iShares $ Corp Bond Interest Rate Hedged UCITS ETF 0.01213 7.163
IUAE.L iShares US Aggregate Bond UCITS ETF 0.00064 4.8655
IUAG.L iShares US Aggregate Bond UCITS ETF USD (Dist) 0.00064 94.93
LQDH.L iShares $ Corp Bond Interest Rate Hedged UCITS ETF USD (Dist) 0.01213 105.16
PRUS.L Invesco FTSE RAFI US 1000 UCITS ETF 0.0214 40.54
SBUY.L Invesco Global Buyback Achievers UCITS ETF 0.072 5304.5
V3GP.L Vanguard Funds PLC - Vanguard ESG Global Corporate Bond UCITS ETF GBP Hedged Inc 0.00552 4.3685
V3GS.L Vanguard Funds PLC - Vanguard ESG Global Corporate Bond UCITS ETF GBP Hedged Acc 0.00552 5.15125
VDCA.L Vanguard USD Corporate 1-3 Year Bond UCITS ETF USD Accuimulation 0.07031 61.422
VDPA.L Vanguard USD Corporate Bond UCITS ETF 0.01536 61.383
VDUC.L Vanguard USD Corporate 1-3 year Bond UCITS ETF 0.07031 49.6975
VGPA.L Vanguard USD Corporate Bond UCITS ETF 0.01536 50.0235
WDSC.L SPDR MSCI World Small Cap UCITS ETF 0.042076 137.745
WSML.L iShares MSCI World Small Cap UCITS ETF 0.04 9.746
JCPI JPMorgan Inflation Managed Bond ETF 0.06 48.43
JMEE JPMorgan Market Expansion Enhanced Equity ETF 0.00000102487 70.32
SEIV SEI Large Cap Value Factor ETF 0.36 43.36
VTSNX Vanguard Total Intl Stock Idx Fund 0.00718 174.06
VBTIX Vanguard Total Bond Market Index Fund 0.00135 9.78
VSCIX Vanguard Small-Cap Index Fund Institutional Shares 0.05115 132.91
VIEIX Vanguard Extended Market Index Fund Institutional Shares 0.04762 165.43
VITSX Vanguard Total Stock Market Index Fund 0.00565 166.06
SWAGX Schwab U.S. Aggregate Bond Index Fund 0.00302547 9.04
DFSV Dimensional US Small Cap Value ETF 0.270666 37.17
DFUV Dimensional US Marketwide Value ETF 0.0205087 50.5
FEIG FlexShares ESG & Climate Investment Grade Corporate Core Index Fund 0.0364 41.35
EWSA.AS iShares MSCI World Small Cap ESG Enhanced UCITS ETF 0.02 6.5263
500U.L Amundi Index Solutions - Amundi S&P 500 UCITS ETF C USD 0.104708 136.946
500.PA Amundi Index Solutions - Amundi S&P 500 UCITS ETF 0.104708 115.971
USSC.L SPDR MSCI USA Small Cap Value Weighted UCITS ETF 0.111118 85.81
SPY4.L SPDR S&P 400 US Mid Cap UCITS ETF 0.107591 110.89
AGED.L iShares Ageing Population UCITS ETF 0.34 9.785
MIDD.L iShares FTSE 250 UCITS ETF 0.04 2147
6PSA.DE Invesco FTSE RAFI US 1000 UCITS ETF 0.0214 34.36
LQDH.SW iShares $ Corp Bond Interest Rate Hedged UCITS ETF USD (Dist) 0.01213 83.834
ICBU.L iShares $ Intermediate Credit Bond UCITS ETF 0.00818 4.91
AGBP.L iShares Core Global Aggregate Bond UCITS ETF 0.00039 4.628
CORC.SW iShares Global Corp Bond UCITS ETF 0.00222 4.7297
AGUG.AS iShares Core Global Aggregate Bond UCITS ETF 0.00039 4.5205
AGGU.L iShares Core Global Aggregate Bond UCITS ETF 0.00039 5.826
AGGG.L iShares Core Global Aggregate Bond UCITS ETF 0.00039 4.4205
SDIG.L iShares $ Short Duration Corp Bond UCITS ETF USD (Dist) 0.01684 101.37
ERND.L iShares $ Ultrashort Bond UCITS ETF 0.04597 100.25
FLOA.L iShares $ Floating Rate Bond UCITS ETF 0.10061 6.473
IUAA.L iShares US Aggregate Bond UCITS ETF 0.00064 5.748
FLOT.L iShares $ Floating Rate Bond UCITS ETF 0.101 5.068
CORP.L iShares Global Corp Bond UCITS ETF USD (Dist) 0.00222 92.14
CRPA.L iShares Global Corp Bond UCITS ETF 0.00222 6.021
ERNA.L iShares $ Ultrashort Bond UCITS ETF 0.04597 6.295
LQEE.L iShares $ Corp Bond UCITS ETF EUR Hedged (Dist) 0.00925 3.718
CRPU.L iShares Global Corp Bond UCITS ETF 0.00222 6.248
LQDA.L iShares $ Corp Bond UCITS ETF USD (Acc) 0.00925 6.32
IUGA.L iShares US Aggregate Bond UCITS ETF 0.00064 4.3705
VUCP.DE Vanguard USD Corporate Bond UCITS ETF 0.01536 40.679
LQGH.L iShares $ Corp Bond UCITS ETF GBP Hedged (Dist) 0.00925 4.282
CRHG.L iShares Global Corp Bond UCITS ETF GBP Hedged (Dist) 0.00222 4.66725
BUYB.L Invesco Global Buyback Achievers UCITS ETF 0.072 72.245
NAESX Vanguard Small Cap Index Fund 0.05115 132.89
VBTLX Vanguard Total Bond Market Index Fund Admiral Shares 0.00135 9.78
STXK Ea Series Trust - Strive 2000 ETF 0.16 35.925
AVIE Avantis Inflation Focused Equity ETF 0.08 72.6052
DFSU Dimensional US Sustainability Core 1 ETF 0.0324786 44.295
AGES.L iShares Ageing Population UCITS ETF 0.34 719
IUSN.DE iShares MSCI World Small Cap UCITS ETF 0.04 8.261
VSIAX Vanguard Small-Cap Value Index Fd Admiral 0.09004 99.71
IS3L.DE iShares $ Ultrashort Bond UCITS ETF 0.04597 84.862
VGWIX Vanguard Global Wellesley Income Fund Investor Shares 0.25072 24.2
VFWAX Vanguard FTSE All-World ex-US Index Fd Admiral 0.00762 49.11
SWTSX Schwab Total Stock Market Index Fd Select Shs a Series of Schwab Capit 0.00566519 16.66
VEXAX Vanguard Extended Market Index Fd Admiral Shs 0.04762 165.44
IS3J.DE iShares $ Short Duration Corp Bond UCITS ETF USD (Dist) 0.01684 85.748
VEMAX Vanguard Emerging Markets Stock Index Fund Admiral Shares 0.02618 47.46
IS3F.DE iShares $ Corp Bond Interest Rate Hedged UCITS ETF USD (Dist) 0.01213 89.014
VFIDX Vanguard Intermediate-Term Investment Grade Fund Admiral Shrs 0.0043 8.92
VBLAX Vanguard Long-Term Bond Index Fund Admiral Shares 0.01354 10.58
MIST.L PIMCO ETFs plc - PIMCO US Dollar Short Maturity UCITS ETF 0.02 115.72
VAGP.L Vanguard Funds Public Limited Company - Vanguard Global Aggregate Bond UCITS ETF 0.00079 22.675
CUSS.L iShares VII PLC - iShares MSCI USA Small Cap ESG Enhanced UCITS ETF USD (Acc) 0.02 635.3
WOSC.L SPDR MSCI World Small Cap UCITS ETF 0.042076 101.43
FLOS.L iShares $ Floating Rate Bond UCITS ETF 0.101 477
IBCD.DE iShares $ Corp Bond UCITS ETF USD (Dist) 0.00925 87.412
VUSC.DE Vanguard USD Corporate 1-3 year Bond UCITS ETF 0.07031 42.057
SXRF.DE iShares $ Intermediate Credit Bond UCITS ETF 0.00829 4.1546
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 0.121021 32.5492
V3AB.L Vanguard Funds Public Limited Company - Vanguard ESG Global All Cap UCITS ETF 0.0054 5.828
SPY4.DE SPDR S&P 400 US Mid Cap UCITS ETF 0.107591 93.76
VUCP.L Vanguard Funds Public Limited Company - Vanguard USD Corporate Bond UCITS ETF 0.01536 35.273
SXRG.DE iShares VII PLC - iShares MSCI USA Small Cap ESG Enhanced UCITS ETF USD (Acc) 0.02 537.4
JCTR JPMorgan Carbon Transition U.S. Equity ETF 0.02 89.8013
EUNA.DE iShares Core Global Aggregate Bond UCITS ETF 0.00039 4.9409
V3AM.L Vanguard ESG Global All Cap UCITS ETF 0.0054 5.44
V3AA.L Vanguard Funds Public Limited Company - Vanguard ESG Global All Cap UCITS ETF 0.0054 7.924
BBCK.DE Invesco Global Buyback Achievers UCITS ETF 0.072 61.26
QDVY.DE iShares $ Floating Rate Bond UCITS ETF 0.10061 4.286
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 0.21 79.93
LQDS.L iShares $ Corp Bond UCITS ETF USD (Dist) 0.00925 7592.5
LQDG.L iShares $ Corp Bond Interest Rate Hedged UCITS ETF USD (Dist) 0.0129 79.015
PSRF.L Invesco FTSE RAFI US 1000 UCITS ETF 0.0214 2983
VSCA.L Vanguard Funds Public Limited Company - Vanguard USD Corporate 1-3 Year Bond UCITS ETF 0.07031 45.1345
CRPS.L iShares Public Limited Company - iShares Global Corp Bond UCITS ETF 0.00222 67.745
36B7.DE iShares Global Corp Bond UCITS ETF 0.00222 4.2964
ZPRS.DE SPDR MSCI World Small Cap UCITS ETF 0.042076 116.9
ZPRV.DE SPDR MSCI USA Small Cap Value Weighted UCITS ETF 0.111118 72.68
2B77.DE iShares Ageing Population UCITS ETF 0.34 8.283
VDCP.L Vanguard Funds Public Limited Company - Vanguard USD Corporate Bond UCITS ETF 0.01536 48.063
VCPA.L Vanguard USD Corporate Bond UCITS ETF 0.01536 45.136
ERNU.L iShares $ Ultrashort Bond UCITS ETF 0.04597 73.69
WLDS.L iShares MSCI World Small Cap UCITS ETF 0.04 7.163
V3AL.L Vanguard Funds Public Limited Company - Vanguard ESG Global All Cap UCITS ETF 0.0054 7.3965
VSMAX Vanguard Small Cap Index Fd Admiral Shs 0.05115 132.91
VGWLX Vanguard Global Wellington Fund Investor Shares 0.07045 29.42
VSCSX Vanguard ST Corporate Bond Index Fund Admiral Shs 0.00018 21.74
VTIAX Vanguard Total International Stock Index Fd Admiral 0.00718 43.52
USFM.L UBS (Irl) ETF plc - MSCI USA Select Factor Mix UCITS ETF (USD) A-dis 0.00999 2956.5
EUNU.DE iShares Core Global Aggregate Bond UCITS ETF 0.00039 3.7412
IGSD.L iShares $ Short Duration Corp Bond UCITS ETF USD (Dist) 0.01684 74.445
LQDE.L iShares $ Corp Bond UCITS ETF USD (Dist) 0.00925 103.36
SUAG.L iShares US Aggregate Bond UCITS ETF USD (Dist) 0.00064 69.835
GVLU Gotham 1000 Value ETF 0.11 26.495
VAGS.L Vanguard Funds Public Limited Company - Vanguard Global Aggregate Bond UCITS ETF 0.00079 25.895
VLTCX Vanguard LT Corporate Bond Index Fund Admiral Shs 0.01582 20.46
VFICX Vanguard Intermediate-Term Investment Grade Fund Investor Shrs 0.0043 8.92
VBIRX Vanguard Short-Term Bond Index Fund Admiral Shares 0.0055 10.33
USUE.DE UBS (Irl) ETF plc - MSCI USA Select Factor Mix UCITS ETF (USD) A-acc 0.00999 38.26
VTWAX Vanguard Total World Stock Index Fund Admiral Shares 0.00346 51.83
MINT.L PIMCO ETFs plc PIMCO US Dollar Short Maturity UCITS ETF 0.02 100.4
FPFD Fidelity Preferred Securities & Income ETF 0.05 21.955
TRPL Pacer Metaurus US Large Cap Dividend Multiplier 300 ETF 0.66 41.14
CHEP AGFiQ U.S. Market Neutral Value Fund 0 15.0202
AUM5.DE Amundi Index Solutions - Amundi S&P 500 UCITS ETF 0.104708 116.04
JKJ iShares Morningstar Small-Cap ETF 0.06 231.193
AVSC Avantis U.S. Small Cap Equity ETF 0.24 65.27
H1D5.DE Amundi Index Solutions - Amundi S&P 500 UCITS ETF 0.104708 163.965
CLU.TO iShares US Fundamental ETF (CAD-H) Comm 0.02 31.06
JKL iShares Morningstar Small-Cap Value ETF 0.13 172.726
VBMFX Vanguard Total Bond Market Index Fund Investor Shares 0.00135 9.78
BBAG JPMorgan BetaBuilders U.S. Aggregate Bond ETF 0.01 46.52
CBUG.DE iShares MSCI World Small Cap ESG Enhanced UCITS ETF 0.02 5.532
BBCB JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF 0.03 45.9368
CRPH.SW iShares Global Corp Bond EUR Hedged UCITS ETF (Dist) 0.00178 86.38
VMNFX Vanguard Market Neutral Fund 0.26127 14.15
VGWAX Vanguard Global Wellington Fund Admiral Shares 0.07045 36.78
HAPS Harbor ETF Trust - Harbor Corporate Culture Small Cap ETF 0.889387 33.3077
EQLS Simplify Market Neutral Equity Long/Short ETF -0.0425126 22.325
QIS Simplify Multi-Qis Alternative ETF 0.0481407 13.4818
VCF.AX Vanguard International Credit Securities Index (Hedged) ETF 0.00359 39.43
IJH.AX iShares S&P Mid-Cap ETF 0.11 50.07
VTS.AX Vanguard US Total Market Shares Index ETF 0.00565 479.23
VISM.AX Vanguard MSCI International Small Companies Index ETF 0.03828 74.02
VVLU.AX Vanguard Global Value Equity Active ETF 0.0721 81.8
IHCB.AX iShares Core Global Corporate Bond (AUD Hedged) ETF 0 93.29
VBND.AX Vanguard Global Aggregate Bond Index (Hedged) ETF 0.00095 42.55
VEFI.AX Vanguard Ethically Conscious Global Aggregate Bond Index (Hedged) ETF 0.00143 43.01
DCOR Dimensional ETF Trust 0.0248452 76.48
VEMPX Vanguard Extended Market Index InstlPlus 0.04762 408.25
VBMPX Vanguard Total Bond Market Idx InstlPls 0.00135 9.78
IRTR iShares Trust 0 31.315
ITDG iShares Trust 0 38.925
ITDI iShares Trust 0 39.145
ITDH iShares Trust 0 39.1468
ITDF iShares Trust 0 38.625
ITDC iShares Trust 0 34.92
ITDB iShares Trust 0 33.65
ITDD Integrated Data Corp. 0 36.355
ITDE iShares Trust 0 37.51
CEBU.DE ISHS IV.D.C.BD HGDEOA 0.01684 5.5408
CSUSS.MI iShares VII PLC - iShares MSCI USA Small Cap ESG Enhanced UCITS ETF USD (Acc) 0.02 537.13
DI27.PA iShares V PLC - iShares iBonds Dec 2027 Term $ Corp UCITS ETF 0.12492 98.0604
R1VL.L iShares Russell 1000 Value UCITS ETF 0.01 37.4625
LQCE.SW iShares $ Corp Bond UCITS ETF 0.00925 4.519
USFMDN.MX UBS (Irl) ETF Public Limited Company - MSCI USA Select Factor Mix UCITS ETF 0.00999 382
VTBNX Vanguard Total Bond Market II Idx I 0.0006 9.64
GVUS Goldman Sachs ETF Trust - Goldman Sachs MarketBeta Russell 1000 Value Equity ETF 0.01 57.7575
GGUS 0 61.94
VEMRX Vanguard Emerging Mkts Stock Idx InsPlus 0.02618 120.06
VSMPX Vanguard Total Stock Mkt Idx Instl Pls 0.00565 311.51
SWMCX Schwab Capital Trust - Schwab U.S. Mid-Cap Index Fund 0.0252064 15.21
SWLGX Schwab Capital Trust - Schwab U.S. Large-Cap Growth Index Fund 0.00165193 16.92
OPTZ Optimize Strategy Index ETF 0.32 38.2533
VTWIX Vanguard Total World Stock Index I 0.00346 298.81
VTPSX Vanguard Total Intl Stock Idx InstlPls 0.00718 174.1
GPRF Goldman Sachs Access U.S. Preferred Stock and Hybrid Securities ETF 0.09 50.997
DXUV Dimensional ETF Trust 0.050018 63.29
RFLR Innovator ETFs Trust 0.15 29.89
WUSA WisdomTree US Domestic Economy ETF 0.0481097 24.78
ITDJ iShares Trust 0 30.4135
AVUQ Avantis U.S. Quality ETF 0.06 60.4069
WSML iShares MSCI World Small-Cap ETF 0.04 33.0334
PCR Simplify Exchange Traded Funds - Simplify VettaFi Private Credit Strategy ETF -0.509848 21.65
VEXC Vanguard World Funds 0.04348 86.46
XFLI.TO iShares Flexible Monthly Income ETF CAD 0 40.01
REMC Columbia Research Enhanced Mid Cap ETF 0.09 20.504
AVTM American Century ETF Trust - Avantis Total Equity Markets ETF 0.02 50.0538
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