Profile
EVR MS-PA MS MS-PI MS-PF MS-PK
Company Name Evercore Inc. Morgan Stanley Morgan Stanley Morgan Stanley Morgan Stanley Morgan Stanley
Sector Financial Services Financial Services Financial Services Financial Services Financial Services Financial Services
Industry Financial - Capital Markets Financial - Capital Markets Financial - Capital Markets Financial - Capital Markets Financial - Capital Markets Financial - Capital Markets
Market Cap $8.50B $199.59B $180.16B $161.01B $161.01B $161.01B
Employees 2.38K 80.00K 80.00K 80.00K 80.00K 80.00K
CEO Mr. John S. Weinberg Mr. Edward N. Pick Mr. Edward N. Pick Mr. Edward N. Pick Mr. Edward N. Pick Mr. Edward N. Pick
Ratings
EVR MS-PA MS MS-PI MS-PF MS-PK
Quant Rating Score 3 4 3 4 4 4
Quant Rating Neutral Buy Neutral Buy Buy Buy
Trading
EVR MS-PA MS MS-PI MS-PF MS-PK
Last Close $189.54 $21.67 $111.7 $24.79 $25.07 $23.4
High 52 $316 $24.35 $141.08 $25.77 $25.74 $26
Low 52 $163.77 $21.44 $86.19 $24.5 $24.95 $23.05
Price vs. 52 Week High -40.02 % -11.01 % -20.83 % -3.8 % -2.6 % -10 %
Price vs. 52 Week Low 15.74 % 1.07 % 29.6 % 1.18 % 0.48 % 1.52 %
Total Return
EVR MS-PA MS MS-PI MS-PF MS-PK
1 Month Return -0.39 % -7.63 % 0.01 % -1.86 % -1.1 % -5.26 %
3 Month Return -27.92 % -8.29 % -9.52 % -0.88 % -0.73 % -2.74 %
6 Month Return -25.05 % -4.75 % 3.35 % -2.56 % -0.71 % -8.13 %
9 Month Return -14.25 % -5.58 % 7.96 % -1.08 % -0.59 % -5.49 %
YTD Return -31.62 % -8.95 % -11.15 % -1.24 % -0.48 % -3.86 %
1 Year Return -0.97 % -4.16 % 21.88 % -1.04 % -1.65 % -5.34 %
3 Year Return 0 % 0 % 0 % 0 % 0 % 0 %
5 Year Return 0 % 0 % 0 % 0 % 0 % 0 %
Dividends
EVR MS-PA MS MS-PI MS-PF MS-PK
Dividend Yield Percentage (TTM) 1.47 % 3.59 % 3.25 % 3.59 % 3.59 % 3.59 %
Dividend Paid and Capex Coverage Ration (TTM) 5.86 % 0.14 % 0.14 % 0.14 % 0.14 % 0.14 %
Dividend Per Share (TTM) 3.2 % 3.63 % 3.63 % 3.63 % 3.63 % 3.63 %
Payout Ratio (TTM) 35.91 % 45.84 % 45.84 % 45.84 % 45.84 % 45.84 %
Growth
EVR MS-PA MS MS-PI MS-PF MS-PK
Asset Growth 12.71 % 1.79 % 1.79 % 1.79 % 1.79 % 1.79 %
Gross Profit Growth -56.75 % 14.71 % 14.71 % 14.71 % 14.71 % 14.71 %
Revenue Growth 23.51 % 14.71 % 14.71 % 14.71 % 14.71 % 14.71 %
Revenue 3 Year -4.9 % 15.47 % 15.47 % 15.47 % 15.47 % 15.47 %
Revenue 5 Year 55.5 % 51.05 % 51.05 % 51.05 % 51.05 % 51.05 %
Revenue 10 Year 205.52 % 118.88 % 118.88 % 118.88 % 118.88 % 118.88 %
EBIT Growth 40.13 % 25.44 % 25.44 % 25.44 % 25.44 % 25.44 %
Net Income Growth 48.07 % 47.35 % 47.35 % 47.35 % 47.35 % 47.35 %
Net Income 3 Yeari Growth Per Share -46.64 % -0.08 % -0.08 % -0.08 % -0.08 % -0.08 %
Net Income 5 Yeari Growth Per Share 32.58 % 50.51 % 50.51 % 50.51 % 50.51 % 50.51 %
Net Income 10 Yeari Growth Per Share 306.63 % 367.05 % 367.05 % 367.05 % 367.05 % 367.05 %
Operating Income Growth 40.13 % 25.44 % 25.44 % 25.44 % 25.44 % 25.44 %
Operating Cash Flow Growth (CFG) 115.78 % 104.06 % 104.06 % 104.06 % 104.06 % 104.06 %
Operating 3 Year CFG -25.51 % -95.5 % -95.5 % -95.5 % -95.5 % -95.5 %
Operating 5 Year CFG 104.1 % -96.6 % -96.6 % -96.6 % -96.6 % -96.6 %
Operating 10 Year CFG 327.27 % 45.63 % 45.63 % 45.63 % 45.63 % 45.63 %
EPS Growth 46.94 % 53.63 % 53.63 % 53.63 % 53.63 % 53.63 %
EPS Diluted Growth 42.54 % 53.47 % 53.47 % 53.47 % 53.47 % 53.47 %
Book Value Per Share 8.19 % 7.9 % 7.9 % 7.9 % 7.9 % 7.9 %
Share Holder 3 Year Equity Growth Per Share 35.02 % 11.2 % 11.2 % 11.2 % 11.2 % 11.2 %
Share Holder 5 Year Equity Growth Per Share 104.68 % 30.25 % 30.25 % 30.25 % 30.25 % 30.25 %
Share Holder 10 Year Equity Growth Per Share 189.27 % 78.26 % 78.26 % 78.26 % 78.26 % 78.26 %
Dividend Per Share Growth 5.5 % 8.98 % 8.98 % 8.98 % 8.98 % 8.98 %
Dividend 3 Year Growth Per Share 19.41 % 65.1 % 65.1 % 65.1 % 65.1 % 65.1 %
Dividend 5 Year Growth Per Share 46.28 % 137.47 % 137.47 % 137.47 % 137.47 % 137.47 %
Dividend 10 Year Growth Per Share 227.31 % 721.09 % 721.09 % 721.09 % 721.09 % 721.09 %
Debt Growth 9.35 % 6.33 % 6.33 % 6.33 % 6.33 % 6.33 %
Free Cash Flow Growth 118.78 % 94.32 % 94.32 % 94.32 % 94.32 % 94.32 %
Updated On 31 Dec 2024 31 Dec 2024 31 Dec 2024 31 Dec 2024 31 Dec 2024 31 Dec 2024
Profitability
EVR MS-PA MS MS-PI MS-PF MS-PK
Gross Profit Margin TTM 81.85 % 36 % 36 % 36 % 36 % 36 %
Return on Assets TTM 9.06 % 1.1 % 1.1 % 1.1 % 1.1 % 1.1 %
Return on Equity TTM 24.31 % 13.13 % 13.13 % 13.13 % 13.13 % 13.13 %
Return on Capital Employed TTM 8.16 % 5.86 % 5.86 % 5.86 % 5.86 % 5.86 %
Net Income Per EBT TTM 70.95 % 76.1 % 76.1 % 76.1 % 76.1 % 76.1 %
EBT Per Ebit TTM 156.59 % 63.12 % 63.12 % 63.12 % 63.12 % 63.12 %
EBIT Per Revenue TTM 11.38 % 46.95 % 46.95 % 46.95 % 46.95 % 46.95 %
Cash Flow To Debt Ratio TTM 105.27 % 0.38 % 0.38 % 0.38 % 0.38 % 0.38 %
Receivables Turnover TTM 6.58 0.69 0.69 0.69 0.69 0.69
Payables Turnover TTM 18.7 0.04 0.04 0.04 0.04 0.04
Inventory Turnover TTM - - - - - -
Fixed Asset Turnover TTM 512.17 % 258173.91 % 258173.91 % 258173.91 % 258173.91 % 258173.91 %
Asset Turnover TTM 71.69 % 4.89 % 4.89 % 4.89 % 4.89 % 4.89 %
Operating Cash Flow Per Share TTM 25.33 0.81 0.86 0.81 0.81 0.81
Free Cash Flow Per Share TTM 24.55 -1.26 -1.33 -1.26 -1.26 -1.26
Cash Per Share TTM 2449.38 % 24004.51 % 25368.86 % 24004.51 % 24004.51 % 24004.51 %
Operating Cash Flow Sales Ratio TTM 32.48 % 2.29 % 2.29 % 2.29 % 2.29 % 2.29 %
Free Cash Flow Operating Cash Flow Ratio TTM 96.9 % -154.19 % -154.19 % -154.19 % -154.19 % -154.19 %
Cash Flow Coverage Ratios TTM 105.27 % 0.38 % 0.38 % 0.38 % 0.38 % 0.38 %
Price To Free Cash Flows Ratio TTM 9.02 -77.51 -85.79 -77.51 -77.51 -77.51
Price To Operating Cash Flows Ratio TTM 8.57 123.96 129.82 123.96 123.96 123.96
Price Cash Flow Ratio TTM 8.57 123.96 129.82 123.96 123.96 123.96
Income Statement (TTM)
EVR MS-PA MS MS-PI MS-PF MS-PK
Revenue $2.98B $61.5B $61.5B $61.5B $61.5B $61.5B
Gross Profit $1.01B $61.5B $61.5B $61.5B $61.5B $61.5B
Gross Profit Ratio 33.75% 100% 100% 100% 100% 100%
EBITDA $0.54B $17.6B $17.6B $17.6B $17.6B $17.6B
Net Income $0.38B $13.39B $13.39B $13.39B $13.39B $13.39B
EPS Diluted 9.08 7.95 7.95 7.95 7.95 7.95
Balance Sheet (MRQ)
EVR MS-PA MS MS-PI MS-PF MS-PK
Long Term Debt $0.83B $288.78B $288.78B $288.78B $288.78B $288.78B
Total Liabilities $2.23B $1109.64B $1109.64B $1109.64B $1109.64B $1109.64B
Total Equity $1.94B $105.43B $105.43B $105.43B $105.43B $105.43B
Total Investments $1.54B $700.7B $700.7B $700.7B $700.7B $700.7B
Total Debt $0.92B $360.49B $360.49B $360.49B $360.49B $360.49B
Total Assets $4.17B $1215.07B $1215.07B $1215.07B $1215.07B $1215.07B
Cash Flow Statement (TTM)
EVR MS-PA MS MS-PI MS-PF MS-PK
Net Income $0.42B $13.53B $13.53B $13.53B $13.53B $13.53B
Inventory $0B $0B $0B $0B $0B $0B
Dividends Paid $-0.14B $-6.14B $-6.14B $-6.14B $-6.14B $-6.14B
Operating Cash Flow $0.99B $1.36B $1.36B $1.36B $1.36B $1.36B
Capital Expenditure $-0.03B $-3.46B $-3.46B $-3.46B $-3.46B $-3.46B
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ETFs With Exposure to EVR
Ticker ETF Name Weight Percentage Price
VEA Vanguard Developed Markets Index Fund 0 48.1
VTI Vanguard Total Stock Market Index Fund 0.02 257.33
VGK Vanguard European Stock Index Fund 0 66.51
IWD iShares Russell 1000 Value ETF 0.0262 173.44
INFO IHS Markit Ltd. 0.2 18.07
VEU Vanguard FTSE All-World ex-US Index Fund 0 57.13
SCHB Schwab U.S. Broad Market ETF 0.016436 20.16
VT Vanguard Total World Stock Index Fund 0.01 108.84
IJH iShares Core S&P Mid-Cap ETF 0.24 53.655
ITOT iShares Core S&P Total U.S. Stock Market ETF 0.01196 114.24
VIG Vanguard Dividend Appreciation Index Fund 0.04 181.645
SCHD Schwab U.S. Dividend Equity ETF 0 24.965
HDV iShares Core High Dividend ETF 0.08 110.235
IWB iShares Russell 1000 ETF 0.0128 287.725
FAS Direxion Daily Financial Bull 3X Shares 0.02 117.31
VXUS Vanguard Total Intl Stock Idx Fund 0 58.435
VYM Vanguard High Dividend Yield Index Fund 0.05 119.14
DGRO iShares Core Dividend Growth ETF 0.02495 57.36
DGRW WisdomTree U.S. Quality Dividend Growth Fund 0.0004783 74.665
VB Vanguard Small Cap Index Fund 0.14 202.9
IUSG iShares Core S&P U.S. Growth ETF 0.02581 121.695
SCHA Schwab U.S. Small-Cap ETF 0.246397 21.34
IUSV iShares Core S&P U.S. Value ETF 0.01297 84.94
SCHM Schwab U.S. Mid-Cap ETF 0.210009 24.03
VFH Vanguard Financials Index Fund 0.11 109.415
MDY SPDR S&P MIDCAP 400 ETF Trust 0.235694 490.76
DON WisdomTree U.S. MidCap Dividend Fund 0.0021632 44.98
IYF iShares U.S. Financials ETF 0.11498 103.53
FNCL Fidelity MSCI Financials Index ETF 0.132157 62.855
NSL Nuveen Senior Income Fund 1.57 4.6
PRF Invesco FTSE RAFI US 1000 ETF 0.015 37.215
DEUS Xtrackers Russell US Multifactor ETF 0.0993779 50.4
IWR iShares Russell Mid-Cap ETF 0.05803 78.48
IWS iShares Russell Mid-Cap Value ETF 0.07665 115.42
IWV iShares Russell 3000 ETF 0.01204 297.4
FNDX Schwab Fundamental U.S. Large Company Index ETF 0.0388678 21.745
SPMD SPDR Portfolio S&P 400 Mid Cap ETF 0.237838 47.06
EZM WisdomTree U.S. MidCap Earnings Fund 0.0012051 53.78
FNDB Schwab Fundamental U.S. Broad Market Index ETF 0.036007 21.23
LRGF iShares U.S. Equity Factor ETF 0.02516 54.3
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF 1.45914 75.28
PDP Invesco DWA Momentum ETF 0.558 93.885
CVY Invesco Zacks Multi-Asset Income ETF 0.8 22.74
VXF Vanguard Extended Market Index Fund 0.12 158.31
JPIN JPMorgan Diversified Return International Equity ETF 0 54.73
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF 0.013129 63.72
MDYG SPDR S&P 400 Mid Cap Growth ETF 0.469688 74.3
IJJ iShares S&P Mid-Cap 400 Value ETF 0.21 108.15
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 0.26 45.64
MDYV SPDR S&P 400 Mid Cap Value ETF 0.218132 69.59
IJK iShares S&P Mid-Cap 400 Growth ETF 0.47 77.81
VTHR Vanguard Russell 3000 Index Fund 0.01 231.165
VBR Vanguard Small Cap Value Index Fund 0.25 169.21
SCHK Schwab 1000 Index ETF 0.017167 25.24
VONV Vanguard Russell 1000 Value Index Fund 0.03 76.15
KCE SPDR S&P Capital Markets ETF 1.57136 114.225
DWAS Invesco DWA SmallCap Momentum ETF 0.39 71.34
FNX First Trust Mid Cap Core AlphaDEX Fund 0.07 98.75
FTLS First Trust Long/Short Equity ETF 0.17 61.62
FXO First Trust Financials AlphaDEX Fund 0.3 47.62
IAI iShares U.S. Broker-Dealers & Securities Exchanges ETF 0.81251 128.78
MVV ProShares Ultra MidCap400 0.0981761 48.25
PTMC Pacer Trendpilot US Mid Cap ETF 0.12 34.66
RFG Invesco S&P MidCap 400 Pure Growth ETF 1.48 41.3
TILT FlexShares Morningstar US Market Factors Tilt Index Fund 0.0198 190.765
RWK Invesco S&P MidCap 400 Revenue ETF 0.116 99.31
FLEE Franklin FTSE Europe ETF 0.04 29.01
EWMC Invesco S&P MidCap 400 Equal Weight ETF 0.267 89.7636
DEW WisdomTree Global High Dividend Fund 0.0005363 51.32
AFTY Pacer CSOP FTSE China A50 ETF 1.07 16.2826
BIBL Inspire 100 ETF 0.228134 35.34
BLES Inspire Global Hope ETF 0.229756 35.24
CSA VictoryShares US Small Cap Volatility Wtd ETF 0.232095 63.55
CSF VictoryShares US Discovery Enhanced Volatility Wtd ETF 0.231468 50.64
CSML IQ Chaikin U.S. Small Cap ETF 0.3 34.9484
DIVB iShares U.S. Dividend and Buyback ETF 0.05074 44.09
DMRM DeltaShares S&P 400 Managed Risk ETF 0.23 55.2224
DTD WisdomTree U.S. Total Dividend Fund 0.0002264 70.805
EEMD AAM S&P Emerging Markets High Dividend Value ETF 2.11 20.085
EQAL Invesco Russell 1000 Equal Weight ETF 0.061 43.2
FAB First Trust Multi Cap Value AlphaDEX Fund 0.04 71.95
FLQG Franklin LibertyQ Global Equity ETF 0.04 35.91
FLQH Franklin LibertyQ International Equity Hedged ETF 0.15 26.79
FLQL Franklin LibertyQ U.S. Equity ETF 0.05 52.95
FLQM Franklin LibertyQ U.S. Mid Cap Equity ETF 0.24 49.0298
FNK First Trust Mid Cap Value AlphaDEX Fund 0.14 45.07
FTHI First Trust BuyWrite Income ETF 0.19 20.63
ISMD Inspire Small/Mid Cap Impact ETF 0.209341 30.75
IVOG Vanguard S&P Mid-Cap 400 Growth Index Fund 0.58 95.875
IVOO Vanguard S&P Mid-Cap 400 Index Fund 0.29 90.79
IVOV Vanguard S&P Mid-Cap 400 Value Index Fund 0.22 82.94
IYG iShares U.S. Financial Services ETF 0.1066 72.04
IYY iShares Dow Jones U.S. ETF 0.01257 127.83
JHSC John Hancock Multifactor Small Cap ETF 0.14 33.98
ISCB iShares Morningstar Small-Cap ETF 0.14905 49.4946
ISCG iShares Morningstar Small-Cap Growth ETF 0.30777 41.71
ISCV iShares Morningstar Small-Cap Value ETF 0.31299 53.365
JMOM JPMorgan U.S. Momentum Factor ETF 0.18 52.82
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 0.11 46.495
MIDU Direxion Daily Mid Cap Bull 3X Shares 0.140036 30.61
MMTM SPDR S&P 1500 Momentum Tilt ETF 0.023737 225.9
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 0.021 51.185
ONEO SPDR Russell 1000 Momentum Focus ETF 0.123432 107.265
ONEV SPDR Russell 1000 Low Volatility Focus ETF 0.087532 118.705
ONEY SPDR Russell 1000 Yield Focus ETF 0.13138 98.97
OUSM O’Shares U.S. Small-Cap Quality Dividend ETF 0.0072 39.205
PBSM Invesco PureBeta MSCI USA Small Cap ETF 0.109 31.9152
PFI Invesco DWA Financial Momentum ETF 2.155 49.585
PFM Invesco Dividend Achievers ETF 0.03 42.84
QMOM Alpha Architect U.S. Quantitative Momentum ETF 2.04 54.9
RNMC First Trust Mid Cap US Equity Select ETF 1.18 31.68
SDVY First Trust SMID Cap Rising Dividend Achievers ETF 1.15 30.785
SMLF iShares MSCI USA Small-Cap Multifactor ETF 0.43 56.885
SMMD iShares Russell 2500 ETF 0.11241 56.85
TUSA First Trust Dividend Strength ETF 0.13 46.1232
UMDD ProShares UltraPro MidCap400 0.0515827 16.29
USEQ Invesco Russell 1000 Enhanced Equal Weight ETF 0.16 32.4249
USVM VictoryShares USAA MSCI USA Small Cap Value Momentum ETF 0.261492 72.12
VFMF Vanguard U.S. Multifactor ETF 0.23 115.92
VFMO Vanguard U.S. Momentum Factor ETF 0.17 141.3
VFQY Vanguard U.S. Quality Factor ETF 0.3 124.29
VFVA Vanguard U.S. Value Factor ETF 0.06 100.83
VLU SPDR S&P 1500 Value Tilt ETF 0.013066 167.88
VONE Vanguard Russell 1000 Index Fund 0.02 238.2
VYMI Vanguard International High Dividend Yield Fund 0 69.08
WBIE WBI BullBear Rising Income 3000 ETF 4.85 30.959
WBIL WBI BullBear Quality 3000 ETF 4.54 28.9595
DDIV First Trust Dorsey Wright Momentum & Dividend ETF 1.17 34.195
IUS Invesco RAFI Strategic US ETF 0.001 45.865
VETS Pacer Military Times Best Employers ETF 0.12 38.62
XHU.TO iShares U.S. High Dividend Equity Index ETF 0.08 31.38
XHD.TO iShares U.S. High Dividend Equity Index ETF (CAD-Hedged) 0.08 32.25
PXS.TO Invesco FTSE RAFI U.S. Index ETF II CAD 0.0149 45.41
VITNX Vanguard Institutional Total Stock Market Index Fund Institutional Shares 0.01 90.73
VITPX Vanguard Institutional Total Stock Market Index Fund Institutional Plus Shares 0.02 90.72
VSEQX Vanguard Horizon Funds - Vanguard Strategic Equity Fund 0.03 32.26
VSTCX Vanguard Strategic Small-Cap Equity Fund Investor Shares 0.22 34.05
VPCCX Vanguard PRIMECAP Core Fund Investor Shares 0.6 31.24
VTCIX Vanguard Tax-Managed Funds - Vanguard Tax-Managed Capital Appreciation Fund 0 139.21
VTCLX Vanguard Tax-Managed Capital Appreciation Fund 0 280.2
VEIRX Vanguard Equity-Income Fund Admiral Shares 0.01 85.96
VEIPX Vanguard Equity Income Fund 0.01 41.02
VBAIX Vanguard Balanced Index Fund Institutional Shares 0.01 45.77
VBIAX Vanguard Balanced Index Fund Admiral Shares 0.01 45.76
VBINX Vanguard Balanced Index Fund Investor Shares 0.01 45.77
XMMO Invesco S&P MidCap Momentum ETF 0.961 107.12
REVS Columbia Research Enhanced Value ETF 0.11 22.995
AFMC First Trust Active Factor Mid Cap ETF 0.39 28.257
AUSF Global X Adaptive U.S. Factor ETF 0.05 40.215
BOUT Innovator IBD Breakout Opportunities ETF 1.63 32.82
FSMD Fidelity Small-Mid Factor ETF 0.25 36.205
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 0.0689486 48.6
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 0 74.055
XMHQ Invesco S&P MidCap Quality ETF 0 86.905
ESGV Vanguard ESG U.S. Stock ETF 0.02 92.18
IEFN iShares Evolved U.S. Financials ETF 0.07 31
ESML iShares ESG Aware MSCI USA Small-Cap ETF 0.08088 35.02
BBEU JPMorgan BetaBuilders Europe ETF 0 58.48
SLT Pacer Salt High truBeta US Market ETF 0.12 39.22
LSLT Pacer Salt Low truBeta US Market ETF 0.12 32
BBIN JPMorgan BetaBuilders International Equity ETF 0 57.915
STLV iShares Factors US Value Style ETF 2.0111 25.675
AVUV Avantis U.S. Small Cap Value ETF 0.43 77.94
AVUS Avantis U.S. Equity ETF 0.03 85.705
SMDY Syntax Stratified MidCap 0.13 44.155
RECS Columbia Research Enhanced Core ETF 0.04 31.06
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 0.34 33.43
BKMC BNY Mellon US Mid Cap Core Equity ETF 0.22 87.39
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 0.19 82.315
STMB iShares Trust - iShares Factors US Mid Blend Style ETF 1.12 44.87
BKIE BNY Mellon International Equity ETF 0 72.4
GSID Goldman Sachs MarketBeta International Equity ETF 0 54.91
GSUS Goldman Sachs MarketBeta US Equity ETF 0 72
HIPR Direxion High Growth ETF 0.95 71.252
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 1.09 39.08
VIRS Pacer BioThreat Strategy ETF 0.12 40.025
DFAU Dimensional US Core Equity Market ETF 0.0168717 35.92
GLRY Inspire Faithward Mid Cap Momentum ESG ETF 2.19 27.765
MIDE Xtrackers S&P MidCap 400 ESG ETF 0.359763 26.195
XJH iShares ESG Screened S&P Mid-Cap ETF 0.26977 35.4424
GINN Goldman Sachs Innovate Equity ETF 0 54.24
DFUS Dimensional U.S. Equity ETF 0.0130167 56.68
DFAS Dimensional U.S. Small Cap ETF 0.109221 54.57
DFAC Dimensional U.S. Core Equity 2 ETF 0.0366689 30.63
GTR WisdomTree Target Range Fund 0.0002799 22.18
WTV WisdomTree U.S. Value Fund 0.0104416 75.1
VTSAX Vanguard Total Stock Market Index Fund 0.02 129.87
VFAIX Vanguard Financials Index Fund 0.13 56.73
AVSU Avantis Responsible U.S. Equity ETF 0.06 58.055
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 0.24 16.94
EXCS.L iShares MSCI EM ex China UCITS ETF 1.97 3.7255
ISF.L iShares Core FTSE 100 UCITS ETF GBP (Dist) 0.00029 775.4
ISFD.L iShares Core FTSE 100 UCITS ETF 0.00029 7.354
WSML.L iShares MSCI World Small Cap UCITS ETF 0.08405 6.73
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 0 46.51
JMEE JPMorgan Market Expansion Enhanced Equity ETF 0.12 51.2
SMIG AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 4.12 26.605
NSCS Nuveen Small Cap Select ETF 2.05 22.99
VSCIX Vanguard Small-Cap Index Fund Institutional Shares 0.14 101.55
VIEIX Vanguard Extended Market Index Fund Institutional Shares 0.12 125.69
VITSX Vanguard Total Stock Market Index Fund 0.02 129.89
EWSA.AS iShares MSCI World Small Cap ESG Enhanced UCITS ETF 0.02618 4.5556
ISFA.AS iShares Core FTSE 100 UCITS ETF GBP (Dist) 0 8.976
IUKD.SW iShares UK Dividend UCITS ETF 0.00453 8
CSUKX.SW iShares VII PLC - iShares FTSE 100 UCITS ETF 0.0002 140.8
EXCH.AS iShares MSCI EM ex China UCITS ETF 2 4.8397
MIDD.L iShares FTSE 250 UCITS ETF 0.04 1727
HIGH.L iShares € High Yield Corp Bond UCITS ETF 0.08 5.85
NAESX Vanguard Small Cap Index Fund 0.17 101.55
STXV Ea Series Trust - Strive 1000 Value ETF 0.02 27.82
STXK Ea Series Trust - Strive 2000 ETF 0.34 26
DFSU Dimensional US Sustainability Core 1 ETF 0.0311186 33.34
STXD Strive 1000 Dividend Growth ETF 0.04 30.37
STXG Strive 1000 Growth ETF 0.01 37.97
HDUS Hartford Disciplined US Equity ETF 0 50.6096
SAMT Strategas Macro Thematic Opportunities ETF 3.49 28.18
IUSN.DE iShares MSCI World Small Cap UCITS ETF 0.12416 6.007
HFXE IQ 50 Percent Hedged FTSE Europe ETF 0.02 19.068
VEVFX Vanguard Explorer Value Fund 0.38 37.18
VSIAX Vanguard Small-Cap Value Index Fd Admiral 0.25 75.97
VHYAX Vanguard High Dividend Yield Index Fund Admiral Shares 0.05 36.98
VFWAX Vanguard FTSE All-World ex-US Index Fd Admiral 0 35.8
SWTSX Schwab Total Stock Market Index Fd Select Shs a Series of Schwab Capit 0.0137232 91.56
VEXAX Vanguard Extended Market Index Fd Admiral Shs 0.12 125.7
VTMNX Vanguard Developed Markets Index Fund Institutional Shares 0 15.64
ISFU.L iShares Core FTSE 100 UCITS ETF GBP (Dist) 0 10.069
CUSS.L iShares VII PLC - iShares MSCI USA Small Cap ESG Enhanced UCITS ETF USD (Acc) 0.03999 443.89
SFLNX Schwab Fundamental US Lg Company Index Fund Insti Shs 0.0373084 26.57
IQQD.DE iShares UK Dividend UCITS ETF 0.00472 8.463
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 0.299 24.78
IUSZ.DE iShares Core FTSE 100 UCITS ETF GBP (Dist) 0.00026 8.976
SNXFX Schwab 1000 Index Fund Investor Shares 0.0150128 116.78
SXRG.DE iShares VII PLC - iShares MSCI USA Small Cap ESG Enhanced UCITS ETF USD (Acc) 0.0517 395.75
VEXPX Vanguard Explorer Fd 0.14 100.56
CUKX.L iShares VII PLC - iShares Core FTSE 100 UCITS ETF 0.00022 15596
DH2O.L iShares Global Water UCITS ETF USD (Dist) 0.04 62.81
HLGE Hartford Longevity Economy ETF 0.0627986 28.7571
VEUSX Vanguard European Stock Index Fund Admiral Shares 0 83.54
WLDS.L iShares MSCI World Small Cap UCITS ETF 0.07 5.192
VSMAX Vanguard Small Cap Index Fd Admiral Shs 0.14 101.55
VTIAX Vanguard Total International Stock Index Fd Admiral 0 31.66
SXRW.DE iShares VII PLC - iShares Core FTSE 100 UCITS ETF 0.0002 180.24
USFM.L UBS (Irl) ETF plc - MSCI USA Select Factor Mix UCITS ETF (USD) A-dis 0.04 2466.75
IUKD.L iShares UK Dividend UCITS ETF 0.00504 730.1
GVLU Gotham 1000 Value ETF 0.3 20.91
VIHAX Vanguard International High Dividend Yield Index Fund Admiral Shares 0 33.63
BIGRX Disciplined Core Value Fund - Investor Class 0.07 34.22
VEXRX Vanguard Explorer Fund 0.14 93.5
VDADX Vanguard Dividend Appreciation Index Fund Admiral Shs 0.04 50.62
USUE.DE UBS (Irl) ETF plc - MSCI USA Select Factor Mix UCITS ETF (USD) A-acc 0.04 31.555
VTWAX Vanguard Total World Stock Index Fund Admiral Shares 0 39.53
VTMGX Vanguard Developed Markets Index Admiral 0 15.62
TRPL Pacer Metaurus US Large Cap Dividend Multiplier 300 ETF 0.12 41.14
JKK iShares Morningstar Small-Cap Growth ETF 0.1 307.42
JKJ iShares Morningstar Small-Cap ETF 0.15 231.193
HAPY Harbor Corporate Culture Leaders ETF 0.0116053 20.46
CLU.TO iShares US Fundamental ETF (CAD-H) Comm 0.01289 31.06
HEET Hartford Schroders ESG US Equity ETF 0 24.5902
JKL iShares Morningstar Small-Cap Value ETF 0.2 172.726
AVLV Avantis U.S. Large Cap Value ETF 0.03 59.455
CBUG.DE iShares MSCI World Small Cap ESG Enhanced UCITS ETF 0.03455 4.0625
FVI First Trust Total US Market AlphaDEX ETF 0.07 0
HAPS Harbor ETF Trust - Harbor Corporate Culture Small Cap ETF 2.3 25.4789
EQLS Simplify Market Neutral Equity Long/Short ETF 0.38003 22.095
IJH.AX iShares S&P Mid-Cap ETF 0.21801 44.9
SPDG SPDR Series Trust 0.045774 34.7
DCOR Dimensional ETF Trust 0.0280508 57.05
AVLC American Century ETF Trust 0.03 59.7896
VEMPX Vanguard Extended Market Index InstlPlus 0.12 310.19
AVMC American Century ETF Trust - Avantis U.S. Mid Cap Equity ETF 0.1 56.76
AVMV American Century ETF Trust - Avantis U.S. Mid Cap Value ETF 0.2 55.99
CSUSS.MI iShares VII PLC - iShares MSCI USA Small Cap ESG Enhanced UCITS ETF USD (Acc) 0.05005 396.67
R1VL.L iShares Russell 1000 Value UCITS ETF 0.02151 28.685
USFMDN.MX UBS (Irl) ETF Public Limited Company - MSCI USA Select Factor Mix UCITS ETF 0.04 382
SMCF Themes US Small Cap Cash Flow Champions ETF 2.14 25.38
GVUS Goldman Sachs ETF Trust - Goldman Sachs MarketBeta Russell 1000 Value Equity ETF 0 44.52
VMAX Hartford US Value ETF 0.610234 43.625
VSMPX Vanguard Total Stock Mkt Idx Instl Pls 0.02 243.66
QMID WisdomTree U.S. MidCap Quality Growth Fund 0.0081386 23.76
SWMCX Schwab Capital Trust - Schwab U.S. Mid-Cap Index Fund 0.0639933 61.38
STXM Strive Mid-Cap ETF 0.2 22.7
VTWIX Vanguard Total World Stock Index I 0.01 227.88
VTPSX Vanguard Total Intl Stock Idx InstlPls 0 126.62
PTL Inspire 500 ETF 0.107919 191.05
DXUV Dimensional ETF Trust 0.0857735 46.45
WUSA WisdomTree US Domestic Economy ETF 0.0757899 22.31
WSML iShares MSCI World Small-Cap ETF 0.08464 23.82
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