Profile
LAD CPRT PAG KMX AN GPI
Company Name Lithia Motors, Inc. Copart, Inc. Penske Automotive Group, Inc. CarMax, Inc. AutoNation, Inc. Group 1 Automotive, Inc.
Sector Consumer Cyclical Consumer Cyclical Consumer Cyclical Consumer Cyclical Consumer Cyclical Consumer Cyclical
Industry Auto - Dealerships Auto - Dealerships Auto - Dealerships Auto - Dealerships Auto - Dealerships Auto - Dealerships
Market Cap $7.69B $59.14B $10.50B $10.19B $6.66B $5.34B
Employees 30.00K 13.09K 28.90K 30.05K 25.10K 20.41K
CEO Mr. Bryan B. DeBoer Mr. Jeffrey Liaw Mr. Roger S. Penske Sr. Mr. Enrique N. Mayor-Mora Mr. Michael M. Manley Mr. Daryl Adam Kenningham
Ratings
LAD CPRT PAG KMX AN GPI
Quant Rating Score 3 3 3 2 4 4
Quant Rating Neutral Neutral Neutral Sell Buy Buy
Trading
LAD CPRT PAG KMX AN GPI
Last Close $303.75 $61.78 $158.67 $66.55 $179.63 $429.83
High 52 $394.27 $63.8 $175.89 $89.19 $195.15 $484.08
Low 52 $243.05 $49.19 $140.37 $62.33 $155.25 $280.92
Price vs. 52 Week High -22.96 % -3.17 % -9.79 % -25.38 % -7.95 % -11.21 %
Price vs. 52 Week Low 24.97 % 25.59 % 13.04 % 6.77 % 15.7 % 53.01 %
Total Return
LAD CPRT PAG KMX AN GPI
1 Month Return 0 % 5.57 % 3.75 % -16.95 % 3.72 % 3.09 %
3 Month Return -18.92 % 6.13 % -4.15 % -21.94 % -6.02 % -8.66 %
6 Month Return -18.21 % 10.09 % -0.19 % -11.9 % 9.27 % 6.9 %
9 Month Return 7.77 % 21.16 % -1.92 % -12.08 % 5.15 % 25.44 %
YTD Return -15.02 % 7.65 % 4.09 % -18.6 % 5.76 % 1.98 %
1 Year Return 15.03 % 11.8 % 1.66 % -6.32 % 8.32 % 42.46 %
3 Year Return 0 % 0 % 0 % 0 % 0 % 0 %
5 Year Return 0 % 0 % 0 % 0 % 0 % 0 %
Dividends
LAD CPRT PAG KMX AN GPI
Dividend Yield Percentage (TTM) 0.72 % - 2.82 % - - 0.46 %
Dividend Paid and Capex Coverage Ration (TTM) 1.15 % 2.76 % 1.78 % 1.33 % 0.05 % 1.46 %
Dividend Per Share (TTM) 2.12 % - 4.44 % - - 1.91 %
Payout Ratio (TTM) 6.67 % - 29.86 % - - 5.34 %
Growth
LAD CPRT PAG KMX AN GPI
Asset Growth 17.8 % 6.7 % 0.76 % 26.37 %
Gross Profit Growth 7.29 % 1.61 % 6.81 % 7.31 %
Revenue Growth 16.58 % 3.14 % -0.69 % 11.53 %
Revenue 3 Year 69.07 % 42.26 % -13.62 % 97.09 %
Revenue 5 Year 145.37 % 62.33 % 37.63 % 132.19 %
Revenue 10 Year 549.5 % 127.41 % 156.38 % 267.66 %
EBIT Growth 9.09 % -7.76 % 1.43 % -5.79 %
Net Income Growth -19.86 % -12.75 % 4.46 % -17.2 %
Net Income 3 Yeari Growth Per Share -19.3 % -7.66 % -54.54 % 20.26 %
Net Income 5 Yeari Growth Per Share 153.82 % 160.52 % -40.21 % 301.59 %
Net Income 10 Yeari Growth Per Share 459.32 % 312.41 % 16.32 % 881.66 %
Operating Income Growth -6.9 % -2.57 % -50.91 % -6.14 %
Operating Cash Flow Growth (CFG) 189.99 % 7.88 % 36.16 % 208.25 %
Operating 3 Year CFG -74.77 % 8.89 % 125.61 % -37.96 %
Operating 5 Year CFG -26.87 % 181.08 % 380.07 % 121.76 %
Operating 10 Year CFG 1228.06 % 312.63 % 189.53 % 441.96 %
EPS Growth -18.36 % -11.23 % 6.27 % -14.38 %
EPS Diluted Growth -18.3 % -11.35 % 6.29 % -14.04 %
Book Value Per Share 8.28 % 11.89 % 4.7 % 14.59 %
Share Holder 3 Year Equity Growth Per Share 53.45 % 52.79 % 24.68 % 117.21 %
Share Holder 5 Year Equity Growth Per Share 289.64 % 130.43 % 75.78 % 232.29 %
Share Holder 10 Year Equity Growth Per Share 856.59 % 305.59 % 174.52 % 457.42 %
Dividend Per Share Growth 8.99 % 47.7 % - 3.03 %
Dividend 3 Year Growth Per Share 55.33 % 129.85 % - 40.55 %
Dividend 5 Year Growth Per Share 75.9 % 159.2 % - 74.15 %
Dividend 10 Year Growth Per Share 243.15 % 400.82 % - 170.16 %
Debt Growth -31.65 % 6.88 % -1.58 % 34.48 %
Free Cash Flow Growth 110.49 % 12.92 % 2439.31 % 7008.33 %
Updated On 31 Dec 2024 31 Dec 2024 28 Feb 2025 31 Dec 2024
Profitability
LAD CPRT PAG KMX AN GPI
Gross Profit Margin TTM 15.31 % 44.51 % 16.46 % 10.75 % 17.82 % 15.89 %
Return on Assets TTM 3.62 % 15.83 % 5.5 % 1.83 % 5.08 % 4.81 %
Return on Equity TTM 12.86 % 18.83 % 18.21 % 8.07 % 28.79 % 16.12 %
Return on Capital Employed TTM 7.4 % 19.04 % 12.87 % 0.01 % 17.48 % 14.1 %
Net Income Per EBT TTM 74.32 % 81.03 % 74.11 % 74.78 % 75.51 % 75.22 %
EBT Per Ebit TTM 91.55 % 110.16 % 94.16 % 32795.69 % 68.97 % 70.29 %
EBIT Per Revenue TTM 3.39 % 36.16 % 4.32 % 0.01 % 4.82 % 4.29 %
Cash Flow To Debt Ratio TTM 5.76 % 1336.66 % 13.84 % 3.25 % 0.17 % 7.18 %
Receivables Turnover TTM 26.3 5.1 30.39 139.63 26.36 27.94
Payables Turnover TTM - 4.45 29.87 24.05 66.86 24.23
Inventory Turnover TTM 5.42 42.33 5.48 5.98 6.86 6.89
Fixed Asset Turnover TTM 691.93 % 125.96 % 556.42 % 607.9 % 633.35 % 652.92 %
Asset Turnover TTM 156.75 % 49.05 % 182.14 % 96.17 % 202.39 % 212.09 %
Operating Cash Flow Per Share TTM 17.4 1.65 17.14 4.06 0.39 28.95
Free Cash Flow Per Share TTM 2.19 1.05 9.16 1.02 -8.78 11.88
Cash Per Share TTM 1636.12 % 393.62 % 108.43 % 160.71 % 180.77 % 539.84 %
Operating Cash Flow Sales Ratio TTM 1.24 % 35.41 % 3.76 % 2.37 % 0.06 % 1.8 %
Free Cash Flow Operating Cash Flow Ratio TTM 12.59 % 63.71 % 53.43 % 25.06 % -2266.89 % 41.05 %
Cash Flow Coverage Ratios TTM 5.76 % 1336.66 % 13.84 % 3.25 % 0.17 % 7.18 %
Price To Free Cash Flows Ratio TTM 133.58 58.17 17.17 65.08 -19.47 34.43
Price To Operating Cash Flows Ratio TTM 16.84 37.01 9.18 16.42 456.53 14.27
Price Cash Flow Ratio TTM 16.84 37.01 9.18 16.42 456.53 14.27
Income Statement (TTM)
LAD CPRT PAG KMX AN GPI
Revenue $36.19B $4.24B $30.46B $26.35B $26.77B $19.93B
Gross Profit $5.56B $1.94B $5.01B $2.9B $4.79B $3.24B
Gross Profit Ratio 15.37% 45.77% 16.46% 11% 17.88% 16.26%
EBITDA $1.96B $1.76B $1.68B $1.03B $1.6B $1.02B
Net Income $0.8B $1.36B $0.92B $0.5B $0.69B $0.5B
EPS Diluted 29.65 1.4 13.74 3.21 17.35 36.73
Balance Sheet (MRQ)
LAD CPRT PAG KMX AN GPI
Long Term Debt $8.08B $0.1B $1.13B $18.62B $3.77B $2.74B
Total Liabilities $16.45B $0.88B $11.49B $21.16B $10.54B $6.85B
Total Equity $6.68B $7.55B $5.23B $6.24B $2.46B $2.97B
Total Investments $0B $1.91B $1.83B $0B $0B $0B
Total Debt $13.86B $0.12B $8.27B $19.22B $8.65B $5.24B
Total Assets $23.13B $8.43B $16.72B $27.4B $13.39B $9.82B
Cash Flow Statement (TTM)
LAD CPRT PAG KMX AN GPI
Net Income $0.82B $1.36B $0.92B $0.5B $0.69B $0.5B
Inventory $-0.26B $-0B $-0.2B $-0.26B $0B $-0.25B
Dividends Paid $-0.06B $0B $-0.27B $0B $0B $-0.03B
Operating Cash Flow $0.43B $1.47B $1.18B $0.62B $0.31B $0.59B
Capital Expenditure $-0.35B $-0.51B $-0.37B $-0.47B $-0.33B $-0.25B
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ETFs With Exposure to LAD
Ticker ETF Name Weight Percentage Price
HYG iShares iBoxx $ High Yield Corporate Bond ETF 0.03564 78.55
VTI Vanguard Total Stock Market Index Fund 0.01 277.97
IWD iShares Russell 1000 Value ETF 0.03167 184.96
XRT SPDR S&P Retail ETF 1.34032 70.41
SCHB Schwab U.S. Broad Market ETF 0.0147514 21.78
VT Vanguard Total World Stock Index Fund 0.01 118.79
SCHX Schwab U.S. Large-Cap ETF 0.0159456 22.33
IJH iShares Core S&P Mid-Cap ETF 0.29 58.9
ITOT iShares Core S&P Total U.S. Stock Market ETF 0.01444 123.4
VIG Vanguard Dividend Appreciation Index Fund 0.04 192.23
IWB iShares Russell 1000 ETF 0.01525 310.24
SCHV Schwab U.S. Large-Cap Value ETF 0.0338419 26.19
HDGE AdvisorShares Ranger Equity Bear ETF -1.7 18.28
SCHG Schwab U.S. Large-Cap Growth ETF 0.0252744 25.96
DGRO iShares Core Dividend Growth ETF 0.01378 60.52
DGRW WisdomTree U.S. Quality Dividend Growth Fund 0.0003465 78.37
VB Vanguard Small Cap Index Fund 0.13 223.4
SCHA Schwab U.S. Small-Cap ETF 0.252363 23.65
NUV Nuveen Municipal Value Fund, Inc. 0.47 8.71
IUSV iShares Core S&P U.S. Value ETF 0.03216 89.86
SCHM Schwab U.S. Mid-Cap ETF 0.197937 26.43
SHYG iShares 0-5 Year High Yield Corporate Bond ETF 0.05884 42.17
MDY SPDR S&P MIDCAP 400 ETF Trust 0.285782 538.59
DON WisdomTree U.S. MidCap Dividend Fund 0.0011648 48.46
PRF Invesco FTSE RAFI US 1000 ETF 0.049 39.72
DEUS Xtrackers Russell US Multifactor ETF 0.00562836 53.93
IWR iShares Russell Mid-Cap ETF 0.06861 86.67
IWS iShares Russell Mid-Cap Value ETF 0.09281 126.06
IWV iShares Russell 3000 ETF 0.01439 321.47
NVG Nuveen AMT-Free Municipal Credit Income Fund 0.47 12.05
FNDX Schwab Fundamental U.S. Large Company Index ETF 0.0638638 23.13
SPMD SPDR Portfolio S&P 400 Mid Cap ETF 0.287814 51.68
EZM WisdomTree U.S. MidCap Earnings Fund 0.0032575 59.14
FNDB Schwab Fundamental U.S. Broad Market Index ETF 0.0594678 22.61
PDP Invesco DWA Momentum ETF 0.51 101.99
VXF Vanguard Extended Market Index Fund 0.12 177.13
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF 0.016636 68.61
VCR Vanguard Consumer Discretionary Fund 0.18 336.53
IJJ iShares S&P Mid-Cap 400 Value ETF 0.6 118
MDYV SPDR S&P 400 Mid Cap Value ETF 0.600723 75.93
VTHR Vanguard Russell 3000 Index Fund 0.01 249.52
VBR Vanguard Small Cap Value Index Fund 0.23 185.74
SCHK Schwab 1000 Index ETF 0.0151549 27.23
VONV Vanguard Russell 1000 Value Index Fund 0.03 81.25
GURU Global X Guru Index ETF 1.07 49.445
RFV Invesco S&P MidCap 400 Pure Value ETF 1.968 113.51
FDIS Fidelity MSCI Consumer Discretionary Index ETF 0.182837 87.36
FNX First Trust Mid Cap Core AlphaDEX Fund 0.38 108.59
FTLS First Trust Long/Short Equity ETF -0.08 63.75
ILCB iShares Morningstar U.S. Equity ETF 0.02 78.23
ILCG iShares Morningstar Growth ETF 0.02 85.46
MVV ProShares Ultra MidCap400 0.108956 57.84
PTMC Pacer Trendpilot US Mid Cap ETF 0.14 34.77
TILT FlexShares Morningstar US Market Factors Tilt Index Fund 0.1022 206.64
RWK Invesco S&P MidCap 400 Revenue ETF 1.513 110.14
EWMC Invesco S&P MidCap 400 Equal Weight ETF 0.297 89.7636
AFTY Pacer CSOP FTSE China A50 ETF 0.33 16.2826
ALFA AlphaClone Alternative Alpha ETF 2.33 62.1
COWZ Pacer US Cash Cows 100 ETF 0.48 52.5
DMRM DeltaShares S&P 400 Managed Risk ETF 0.41 55.2224
DTD WisdomTree U.S. Total Dividend Fund 0.0000967 75.1
EQAL Invesco Russell 1000 Equal Weight ETF 0.056 46.845
ETHO Etho Climate Leadership U.S. ETF 0.34 55.29
FAB First Trust Multi Cap Value AlphaDEX Fund 0.23 77.3
FNK First Trust Mid Cap Value AlphaDEX Fund 0.77 49.28
FTXD First Trust Nasdaq Retail ETF 0.28 33.155
FXD First Trust Consumer Discretionary AlphaDEX Fund 1.12 59.31
GHYB Goldman Sachs Access High Yield Corporate Bond ETF 0 44.26
IMTB iShares Core 5-10 Year USD Bond ETF 0.00691 42.9056
ISMD Inspire Small/Mid Cap Impact ETF 0.209661 33.7
IUSB iShares Core Total USD Bond Market ETF 0.00122 45.52
IVOO Vanguard S&P Mid-Cap 400 Index Fund 0.28 99.74
IVOV Vanguard S&P Mid-Cap 400 Value Index Fund 0.57 90.7
IYC iShares US Consumer Discretionary ETF 0.13595 92.6
IYY iShares Dow Jones U.S. ETF 0.0155 137.68
JHMC John Hancock Multifactor Consumer Discretionary ETF 0.48 39.9926
JHML John Hancock Multifactor Large Cap ETF 0.03 67.895
ILCV iShares Morningstar Value ETF 0.02 79.08
IMCB iShares Morningstar Mid-Cap ETF 0.08 75.05
IMCG iShares Morningstar Mid-Cap Growth ETF 0.08 74.34
IMCV iShares Morningstar Mid-Cap Value ETF 0.08 73.02
ISCB iShares Morningstar Small-Cap ETF 0.18469 54.68
ISCV iShares Morningstar Small-Cap Value ETF 0.37173 58.66
JPHY JPMorgan High Yield Research Enhanced ETF 0.1 45.45
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 0.32 72.57
JVAL JPMorgan U.S. Value Factor ETF 0.23 41.01
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 0.02 49.8
MIDU Direxion Daily Mid Cap Bull 3X Shares 0.206113 39.49
MMTM SPDR S&P 1500 Momentum Tilt ETF 0.011754 243.69
MOM AGFiQ U.S. Market Neutral Momentum Fund 0.63 21.5366
MXDU Nationwide Maximum Diversification U.S. Core Equity ETF 0.02 34.5686
NUSC Nuveen ESG Small-Cap ETF 0.63 38.82
NUW Nuveen AMT-Free Municipal Value Fund 0.47 13.69
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 0.282 54.16
ONEO SPDR Russell 1000 Momentum Focus ETF 0.013608 116.919
ONEV SPDR Russell 1000 Low Volatility Focus ETF 0.084902 125.535
PBSM Invesco PureBeta MSCI USA Small Cap ETF 0.172 31.9152
PFM Invesco Dividend Achievers ETF 0.033 45.28
QSY WisdomTree U.S. Quality Shareholder Yield Fund 0.65 63.37
RETL Direxion Daily Retail Bull 3X Shares 0.954031 5.99
RNMC First Trust Mid Cap US Equity Select ETF 0.27 31.68
SMLF iShares MSCI USA Small-Cap Multifactor ETF 0.01075 63.43
SMMD iShares Russell 2500 ETF 0.13456 63.45
TUSA First Trust Dividend Strength ETF 0.12 46.1232
UCC ProShares Ultra Consumer Services 0.03 39.7127
UMDD ProShares UltraPro MidCap400 0.0573278 19.93
USEQ Invesco Russell 1000 Enhanced Equal Weight ETF 0.14 32.4249
USHY iShares Broad USD High Yield Corporate Bond ETF 0.03177 36.52
USLB Invesco Russell 1000 Low Beta Equal Weight ETF 0.19 35.72
USMF WisdomTree U.S. Multifactor Fund 0.43 49.68
USVM VictoryShares USAA MSCI USA Small Cap Value Momentum ETF 0.236805 79
VFMF Vanguard U.S. Multifactor ETF 0.12 126.917
VFMO Vanguard U.S. Momentum Factor ETF 0.02 157.23
VFVA Vanguard U.S. Value Factor ETF 0.1 111.48
VLU SPDR S&P 1500 Value Tilt ETF 0.074638 181.35
VONE Vanguard Russell 1000 Index Fund 0.02 256.76
VONG Vanguard Russell 1000 Growth Index Fund 0 96.46
VSDA VictoryShares Dividend Accelerator ETF 1.06 50.06
WFHY WisdomTree U.S. High Yield Corporate Bond Fund 0.07 44.99
DVLU First Trust Dorsey Wright Momentum & Value ETF 2.62 28.1459
IUS Invesco RAFI Strategic US ETF 0.071 48.5
VETS Pacer Military Times Best Employers ETF 1.2 38.62
XHY.TO iShares U.S. High Yield Bond Index ETF (CAD-Hedged) 0.04348 16.44
PXS.TO Invesco FTSE RAFI U.S. Index ETF II CAD 0.0491 48.09
VITNX Vanguard Institutional Total Stock Market Index Fund Institutional Shares 0.01 94.54
VITPX Vanguard Institutional Total Stock Market Index Fund Institutional Plus Shares 0.02 94.52
VTCIX Vanguard Tax-Managed Funds - Vanguard Tax-Managed Capital Appreciation Fund 0 144.9
VTCLX Vanguard Tax-Managed Capital Appreciation Fund 0 291.65
VBAIX Vanguard Balanced Index Fund Institutional Shares 0.01 47
VBIAX Vanguard Balanced Index Fund Admiral Shares 0.01 46.99
VBINX Vanguard Balanced Index Fund Investor Shares 0.01 47
VTMFX Vanguard Tax-Managed Balanced Fund Admiral Shares 0 44.25
AUSF Global X Adaptive U.S. Factor ETF 0.52 42.85
FSMD Fidelity Small-Mid Factor ETF 0.21 39.51
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 0.0483591 50.77
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 0 79.9548
LSAF LeaderSharesTM AlphaFactor US Core Equity ETF 0.831491 40.12
XMVM Invesco S&P MidCap Value with Momentum ETF 1.793 53.23
ESGV Vanguard ESG U.S. Stock ETF 0.02 99.53
IEDI iShares Evolved U.S. Discretionary Spending ETF 0.15515 52.25
JCPB JPMorgan Core Plus Bond ETF 0.01 46.32
ESML iShares ESG Aware MSCI USA Small-Cap ETF 0.24898 38.76
SLT Pacer Salt High truBeta US Market ETF 1.2 39.22
LSLT Pacer Salt Low truBeta US Market ETF 1.2 32
AVUS Avantis U.S. Equity ETF 0.02 92.76
RESP WisdomTree U.S. ESG Fund 0.17 50.792
BKMC BNY Mellon US Mid Cap Core Equity ETF 0.24 96.36
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 0.23 91.27
STSB iShares Factors US Small Blend Style ETF 0.34 22.13
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 1.2 42.09
VIRS Pacer BioThreat Strategy ETF 1.2 40.025
RISN Inspire Tactical Large Cap ESG ETF 1.07066 26.19
DFAU Dimensional US Core Equity Market ETF 0.0198574 38.75
IVDG Invesco Focused Discovery Growth ETF 2.05 10.0501
JSCP JPMorgan Short Duration Core Plus ETF 0 46.94
MIDE Xtrackers S&P MidCap 400 ESG ETF 0.456509 28.98
XJH iShares ESG Screened S&P Mid-Cap ETF 0.32597 39.42
HYXF iShares ESG Advanced High Yield Corporate Bond ETF 0.13478 46.25
LCTU BlackRock U.S. Carbon Transition Readiness ETF 0.01108 61.2
DFUS Dimensional U.S. Equity ETF 0.0146965 61.17
DFAT Dimensional U.S. Targeted Value ETF 0.48128 51.23
DFAS Dimensional U.S. Small Cap ETF 0.177566 60.17
DFAC Dimensional U.S. Core Equity 2 ETF 0.0358237 33.06
GTR WisdomTree Target Range Fund 0.000118 23.41
IBC9.DE iShares Global High Yield Corp Bond UCITS ETF USD (Dist) 0.00896 78.202
WTV WisdomTree U.S. Value Fund 0.0000261 81.17
VTSAX Vanguard Total Stock Market Index Fund 0.02 135.32
RTL The Necessity Retail REIT, Inc. 1.4 7.61
CDX Simplify High Yield PLUS Credit Hedge ETF -0.177516 22.96
CLSE Convergence Long/Short Equity ETF 0.85 22.06
AVSU Avantis Responsible U.S. Equity ETF 0.08 62.98
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 0.15 18.74
CISB.SW iShares Smart City Infrastructure UCITS ETF 0 8.079
IHYU.MI iShares $ High Yield Corp Bond UCITS ETF USD (Dist) 0.01 84.9
DHYA.L iShares $ High Yield Corp Bond ESG UCITS ETF USD (Acc) 0.05005 6.133
HYUS.L iShares Broad $ High Yield Corp Bond UCITS ETF 0.02323 4.74625
IHYE.L iShares $ High Yield Corp Bond UCITS ETF 0.00759 4.0275
SDHA.L iShares $ Short Duration High Yield Corp Bond UCITS ETF 0.01336 6.698
SHYU.L iShares $ High Yield Corp Bond UCITS ETF USD (Dist) 0.00936 71.96
WSML.L iShares MSCI World Small Cap UCITS ETF 0.09663 7.5205
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 0 48.9521
JMEE JPMorgan Market Expansion Enhanced Equity ETF 0.22 56.18
XBB BondBloxx BB Rated USD High Yield Corporate Bond ETF 0.06 40.11
VSCIX Vanguard Small-Cap Index Fund Institutional Shares 0.13 107.01
VIEIX Vanguard Extended Market Index Fund Institutional Shares 0.12 134.46
VITSX Vanguard Total Stock Market Index Fund 0.02 135.34
SCRD Janus Henderson Sustainable Corporate Bond ETF 0.49 40.8327
AGGH Simplify Aggregate Bond PLUS Credit Hedge ETF -0.0149402 20.22
DFSV Dimensional US Small Cap Value ETF 0.668433 27.81
DFUV Dimensional US Marketwide Value ETF 0.0595053 40.13
FIG Simplify Macro Strategy ETF -0.182987 21.8168
FEHY FlexShares ESG & Climate High Yield Corporate Core Index Fund 0.0871 40.05
EWSA.AS iShares MSCI World Small Cap ESG Enhanced UCITS ETF 0.17948 5.0968
MVWE.SW iShares Edge MSCI World Minimum Volatility ESG UCITS ETF 0 5.784
SGWS.SW iShares MSCI World SRI UCITS ETF GBP Hedged (Dist) 0 6.425
SUWU.SW iShares MSCI World SRI UCITS ETF 0 7.504
SPME.SW iShares Edge S&P 500 Minimum Volatility UCITS ETF 0 8.042
SESW.SW iShares MSCI World SRI UCITS ETF 0 6.263
EDMU.SW iShares MSCI USA ESG Enhanced UCITS ETF 0 10.236
MIDD.L iShares FTSE 250 UCITS ETF 0.07 1919.2
IS0R.DE iShares $ High Yield Corp Bond UCITS ETF USD (Dist) 0.00998 84.992
HYLD.L iShares Global High Yield Corp Bond UCITS ETF USD (Dist) 0.0085 88.11
SDHY.L iShares $ Short Duration High Yield Corp Bond UCITS ETF 0.00717 88.35
IHYA.L iShares $ High Yield Corp Bond UCITS ETF 0.00936 6.911
DTLC.SW iShares $ Treasury Bond 20+yr UCITS ETF 0 2.738
DHYD.AS iShares $ High Yield Corp Bond ESG UCITS ETF 0.06636 4.6539
HYLA.L iShares Global High Yield Corp Bond UCITS ETF USD (Acc) 0.0063 6.342
EMCH.SW iShares J.P. Morgan $ EM Bond UCITS ETF 0 4.4956
IHHG.L iShares $ High Yield Corp Bond UCITS ETF GBP Hedged (Dist) 0.00759 4.338
GHYG.L iShares Global High Yield Corp Bond UCITS ETF 0.0063 4.61475
NAESX Vanguard Small Cap Index Fund 0.16 107
STXV Ea Series Trust - Strive 1000 Value ETF 0.06 29.45
DFSU Dimensional US Sustainability Core 1 ETF 0.0691562 36.07
IQSM Iq Candriam ESG U.S. Mid Cap Equity ETF 0.41 30.87
SMOT VanEck Morningstar SMID Moat ETF 1.26 32.75
JKE iShares Morningstar Growth ETF 0.04 283.806
IUSN.DE iShares MSCI World Small Cap UCITS ETF 0.10549 6.681
VEVFX Vanguard Explorer Value Fund 1.24 39.22
VSIAX Vanguard Small-Cap Value Index Fd Admiral 0.23 79.82
HYLE.DE iShares Global High Yield Corp Bond UCITS ETF 0.0085 4.3554
IS3K.DE iShares $ Short Duration High Yield Corp Bond UCITS ETF 0.01191 78.386
VCDAX Vanguard Consumer Discretionary Index Fund Admiral Shs 0.18 174.17
SWTSX Schwab Total Stock Market Index Fd Select Shs a Series of Schwab Capit 0.0135492 95.39
VEXAX Vanguard Extended Market Index Fd Admiral Shs 0.12 134.47
DHYG.L iShares $ High Yield Corp Bond ESG UCITS ETF GBP Hedged Dist 0.05005 4.32025
IGHY.L iShares Public Limited Company - iShares Global High Yield Corp Bond UCITS ETF 0.01 66.255
CUSS.L iShares VII PLC - iShares MSCI USA Small Cap ESG Enhanced UCITS ETF USD (Acc) 0.28269 493.9
SFLNX Schwab Fundamental US Lg Company Index Fund Insti Shs 0.0462521 27.35
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 0.344 27.32
SNXFX Schwab 1000 Index Fund Investor Shares 0.0144533 121.57
SXRG.DE iShares VII PLC - iShares MSCI USA Small Cap ESG Enhanced UCITS ETF USD (Acc) 0.14948 438.45
JCTR JPMorgan Carbon Transition U.S. Equity ETF 0.03 76.6329
DH2O.L iShares Global Water UCITS ETF USD (Dist) 0.01 70.49
WLDS.L iShares MSCI World Small Cap UCITS ETF 0.09 5.6555
VSMAX Vanguard Small Cap Index Fd Admiral Shs 0.13 107.02
VWNFX Vanguard Windsor II Fund 0.11 43.76
HYXE iShares iBoxx $ High Yield ex Oil & Gas Corporate Bond ETF 0.11 51.2251
USFM.L UBS (Irl) ETF plc - MSCI USA Select Factor Mix UCITS ETF (USD) A-dis 0.03 2564
IHYU.L iShares $ High Yield Corp Bond UCITS ETF USD (Dist) 0.01 95.78
GHYS.L iShares Global High Yield Corp Bond GBP Hedged UCITS ETF (Dist) 0.01546 88.215
VDADX Vanguard Dividend Appreciation Index Fund Admiral Shs 0.04 52.17
VMGRX Vanguard Mid-Cap Growth Fund 0.6 25.66
USUE.DE UBS (Irl) ETF plc - MSCI USA Select Factor Mix UCITS ETF (USD) A-acc 0.03 33.505
VWEHX Vanguard High Yield Corporate Fund 0.25 5.42
VTWAX Vanguard Total World Stock Index Fund Admiral Shares 0.01 42.07
IBHG iShares iBonds 2027 Term High Yield and Income ETF 0.24564 22.22
JKD iShares Morningstar U.S. Equity ETF 0.02 221.911
SURE AdvisorShares Insider Advantage ETF 1.01 111.848
QVM Arrow QVM Equity Factor ETF 1.8 20.3287
TRPL Pacer Metaurus US Large Cap Dividend Multiplier 300 ETF 1.2 41.14
CHEP AGFiQ U.S. Market Neutral Value Fund 0 15.0202
JKG iShares Morningstar Mid-Cap ETF 0.1 251.079
CLU.TO iShares US Fundamental ETF (CAD-H) Comm 0.05276 31.06
JKH iShares Morningstar Mid-Cap Growth ETF 0.2 374.169
AVLV Avantis U.S. Large Cap Value ETF 0.03 63.87
BBHY JPMorgan BetaBuilders USD High Yield Corporate Bond ETF 0.12 45.44
JPIE JPMorgan Income ETF 0.04 45.7
UEEF.DE iShares $ High Yield Corp Bond ESG UCITS ETF EUR Hedged (Acc) 0.09104 5.4618
CBUG.DE iShares MSCI World Small Cap ESG Enhanced UCITS ETF 0.042 4.5305
DHYE.AS iShares $ High Yield Corp Bond ESG UCITS ETF USD (Acc) 0.09999 5.43
GHYC.SW iShares Global High Yield Corp Bond CHF Hedged UCITS ETF (Dist) 0.00264 70.674
HYSD.L iShares Broad $ High Yield Corp Bond UCITS ETF 0.02323 4.9495
FVI First Trust Total US Market AlphaDEX ETF 0.14 0
VWNAX Vanguard Windsor II Fund Admiral Shares 0.1 77.64
VMNFX Vanguard Market Neutral Fund -137.29 13.43
QWST Harbor ETF Trust - Harbor Small Cap Explorer ETF 0.3 32.0152
BINC Blackrock Etf Trust II - Flexible Income ETF 0.02002 51.98
CRDT Simplify Exchange Traded Funds - Simplify Opportunistic Income ETF -0.0717436 24.899
SCYB Schwab High Yield Bond ETF 0.0381922 25.86
QIS Simplify Multi-Qis Alternative ETF -0.336975 22.1499
IJH.AX iShares S&P Mid-Cap ETF 0.31923 45.97
DCOR Dimensional ETF Trust 0.0293933 61.66
AVLC American Century ETF Trust 0.02 64.93
VEMPX Vanguard Extended Market Index InstlPlus 0.12 331.83
AVMC American Century ETF Trust - Avantis U.S. Mid Cap Equity ETF 0.17 62.53
CSUSS.MI iShares VII PLC - iShares MSCI USA Small Cap ESG Enhanced UCITS ETF USD (Acc) 0.13996 438.48
R1VL.L iShares Russell 1000 Value UCITS ETF 0.02892 30.655
HYUS.SW iShares Broad $ High Yield Corp Bond UCITS ETF 0.03529 4.7473
USFMDN.MX UBS (Irl) ETF Public Limited Company - MSCI USA Select Factor Mix UCITS ETF 0.03 382
FELV Fidelity Covington Trust - Enhanced Large Cap Value ETF 0.14 30.15
GRPM Invesco S&P MidCap 400 GARP ETF 0.002 104.135
LSEQ Harbor ETF Trust Harbor Long-Sh -0.0156155 28.7599
GVUS Goldman Sachs ETF Trust - Goldman Sachs MarketBeta Russell 1000 Value Equity ETF 0 47.505
VSMPX Vanguard Total Stock Mkt Idx Instl Pls 0.01 253.89
QMID WisdomTree U.S. MidCap Quality Growth Fund 0.0082999 25.4431
SWMCX Schwab Capital Trust - Schwab U.S. Mid-Cap Index Fund 0.0612526 65.39
STXM Strive Mid-Cap ETF 0.24 24.87
AGGS Harbor ETF Trust 0.00418558 40.5497
VTWIX Vanguard Total World Stock Index I 0.01 242.52
PTL Inspire 500 ETF 0.056007 212.016
DXUV Dimensional ETF Trust 0.064687 50.31
WUSA WisdomTree US Domestic Economy ETF -0.37161 23.71
NXTV Simplify Next Intangible Value Index ETF 0.165636 25.09
WSML iShares MSCI World Small-Cap ETF 0.09837 25.9373
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