Profile
LAD CPRT PAG AN KMX GPI
Company Name Lithia Motors, Inc. Copart, Inc. Penske Automotive Group, Inc. AutoNation, Inc. CarMax, 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 $7.87B $43.12B $11.29B $8.33B $6.77B $5.63B
Employees 30.00K 13.09K 28.70K 25.10K 30.05K 20.41K
CEO Bryan B. DeBoer Jeffrey Liaw Roger S. Penske Michael M. Manley William D. Nash CPA Daryl Adam Kenningham
Ratings
LAD CPRT PAG AN KMX GPI
Quant Rating Score 4 3 4 4 3 4
Quant Rating Buy Neutral Buy Buy Neutral Buy
Trading
LAD CPRT PAG AN KMX GPI
Last Close $307.17 $44.56 $171.01 $216.63 $44.42 $435.1
High 52 $394.27 $63.84 $188.32 $227.19 $89.19 $488.25
Low 52 $271.94 $43.88 $140.37 $155.47 $43.17 $344.69
Price vs. 52 Week High -22.09 % -30.2 % -9.19 % -4.65 % -50.2 % -10.89 %
Price vs. 52 Week Low 12.96 % 1.55 % 21.83 % 39.34 % 2.9 % 26.23 %
Total Return
LAD CPRT PAG AN KMX GPI
1 Month Return -7.5 % -4.3 % -3.98 % -1.59 % -26.38 % -5.05 %
3 Month Return -7.26 % -3.01 % -2.48 % 6.04 % -28.76 % -2.12 %
6 Month Return 8.48 % -25.03 % 14.24 % 33.65 % -30.72 % 10.8 %
9 Month Return -14.22 % -20.99 % 7.08 % 18.51 % -44.23 % -2.18 %
YTD Return -14.06 % -22.36 % 12.18 % 27.55 % -45.67 % 3.23 %
1 Year Return -2.6 % -17.01 % 7.94 % 28.15 % -40.87 % 19.08 %
3 Year Return 0 % 0 % 0 % 0 % 0 % 0 %
5 Year Return 0 % 0 % 0 % 0 % 0 % 0 %
Dividends
LAD CPRT PAG AN KMX GPI
Dividend Yield Percentage (TTM) 0.7 % - 2.92 % - - 0.45 %
Dividend Paid and Capex Coverage Ration (TTM) 1.77 % 3.16 % 1.64 % -0.5 % 2.31 % 2.97 %
Dividend Per Share (TTM) 2.16 % - 4.99 % - - 1.97 %
Payout Ratio (TTM) 6.34 % - 33.11 % - - 5.37 %
Growth
LAD CPRT PAG AN KMX GPI
Asset Growth 17.8 % 6.7 %
Gross Profit Growth 6.35 % 1.61 %
Revenue Growth 16.58 % 3.14 %
Revenue 3 Year 69.07 % 41.98 %
Revenue 5 Year 145.37 % 62.02 %
Revenue 10 Year 549.5 % 126.97 %
EBIT Growth -1.21 % -7.76 %
Net Income Growth -19.86 % -12.75 %
Net Income 3 Yeari Growth Per Share -19.3 % -7.84 %
Net Income 5 Yeari Growth Per Share 153.82 % 160.01 %
Net Income 10 Yeari Growth Per Share 459.32 % 311.6 %
Operating Income Growth -6.9 % -2.57 %
Operating Cash Flow Growth (CFG) 189.99 % 7.88 %
Operating 3 Year CFG -74.77 % 8.68 %
Operating 5 Year CFG -26.87 % 180.53 %
Operating 10 Year CFG 1228.06 % 311.83 %
EPS Growth -18.36 % -11.23 %
EPS Diluted Growth -18.3 % -11.35 %
Book Value Per Share 8.28 % 11.67 %
Share Holder 3 Year Equity Growth Per Share 53.45 % 52.5 %
Share Holder 5 Year Equity Growth Per Share 289.64 % 129.98 %
Share Holder 10 Year Equity Growth Per Share 856.59 % 304.8 %
Dividend Per Share Growth 8.99 % 47.42 %
Dividend 3 Year Growth Per Share 55.33 % 129.4 %
Dividend 5 Year Growth Per Share 75.9 % 158.69 %
Dividend 10 Year Growth Per Share 243.15 % 399.84 %
Debt Growth 22.37 % 6.88 %
Free Cash Flow Growth 110.49 % 12.92 %
Updated On 31 Dec 2024 31 Dec 2024
Profitability
LAD CPRT PAG AN KMX GPI
Gross Profit Margin TTM 15.33 % 45.18 % 16.58 % 17.91 % 11.21 % 16.2 %
Return on Assets TTM 3.69 % 15.38 % 5.5 % 4.67 % 1.92 % 4.66 %
Return on Equity TTM 13.2 % 18.18 % 17.87 % 26.13 % 8.36 % 15.79 %
Return on Capital Employed TTM 9.47 % 18.04 % 12.64 % 15.79 % 0.78 % 13.12 %
Net Income Per EBT TTM 73.52 % 81.9 % 73.96 % 73.56 % 74.96 % 75.24 %
EBT Per Ebit TTM 72.47 % 111.72 % 98.38 % 69.27 % 361.2 % 69.47 %
EBIT Per Revenue TTM 4.5 % 36.51 % 4.3 % 4.53 % 0.73 % 4.15 %
Cash Flow To Debt Ratio TTM 4.28 % 1734.88 % 12.29 % -1.62 % 6.8 % 15.85 %
Receivables Turnover TTM 30.08 6.09 29.31 31.63 151.93 33.97
Payables Turnover TTM 84.7 4.3 28.9 66.31 25.63 25.12
Inventory Turnover TTM 5.19 64.23 5.26 6.54 7.43 6.93
Fixed Asset Turnover TTM 688.22 % 125.67 % 540.25 % 646.4 % 593.15 % 651.08 %
Asset Turnover TTM 153.78 % 46.05 % 175.8 % 202.37 % 97.37 % 214.83 %
Operating Cash Flow Per Share TTM 23.29 1.86 15.62 -3.87 8.02 67.72
Free Cash Flow Per Share TTM 12.24 1.27 10.87 -11.62 4.55 46.93
Cash Per Share TTM 1537.64 % 495.2 % 234.59 % 161.7 % 358.54 % 411.72 %
Operating Cash Flow Sales Ratio TTM 1.65 % 38.73 % 3.38 % -0.55 % 4.58 % 3.94 %
Free Cash Flow Operating Cash Flow Ratio TTM 52.57 % 68.39 % 69.6 % 300.33 % 56.71 % 69.3 %
Cash Flow Coverage Ratios TTM 4.28 % 1734.88 % 12.29 % -1.62 % 6.8 % 15.85 %
Price To Free Cash Flows Ratio TTM 24.46 35.04 15.69 -18.44 9.88 9.37
Price To Operating Cash Flows Ratio TTM 13.19 23.94 10.95 -57.12 5.54 6.43
Price Cash Flow Ratio TTM 13.19 23.94 10.95 -57.12 5.54 6.43
Income Statement (TTM)
LAD CPRT PAG AN KMX GPI
Revenue $36.19B $4.65B $30.46B $26.77B $26.35B $19.93B
Gross Profit $5.56B $2.1B $5.01B $4.79B $2.9B $3.24B
Gross Profit Ratio 15.37% 45.18% 16.46% 17.88% 11% 16.26%
EBITDA $2.26B $2.11B $1.68B $1.6B $1.07B $1.02B
Net Income $0.8B $1.55B $0.92B $0.69B $0.5B $0.5B
EPS Diluted 29.65 1.59 13.74 16.92 3.21 36.73
Balance Sheet (MRQ)
LAD CPRT PAG AN KMX GPI
Long Term Debt $8.77B $0.08B $3.52B $3.77B $18.81B $3.01B
Total Liabilities $16.45B $0.88B $11.49B $10.54B $21.16B $6.85B
Total Equity $6.68B $9.21B $5.23B $2.46B $6.24B $2.97B
Total Investments $4.23B $2.01B $1.83B $1.06B $17.47B $0B
Total Debt $13.86B $0.1B $8.27B $8.65B $19.43B $5.24B
Total Assets $23.13B $10.09B $16.72B $13B $27.4B $9.82B
Cash Flow Statement (TTM)
LAD CPRT PAG AN KMX GPI
Net Income $0.82B $1.55B $0.92B $0.69B $0.5B $0.5B
Inventory $-0.26B $0B $-0.2B $-0.4B $-0.26B $-0.25B
Dividends Paid $-0.06B $0B $-0.27B $0B $0B $-0.03B
Operating Cash Flow $0.43B $1.8B $1.18B $0.31B $0.62B $0.59B
Capital Expenditure $-0.35B $-0.57B $-0.37B $-0.33B $-0.47B $-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 80.53
VTI Vanguard Total Stock Market Index Fund 0.01406 325.65
IWD iShares Russell 1000 Value ETF 0.02369 201.76
XRT SPDR S&P Retail ETF 1.24316 83.92
IWF iShares Russell 1000 Growth ETF 0.00268 464.61
SCHB Schwab U.S. Broad Market ETF 0.0118522 25.495
VT Vanguard Total World Stock Index Fund 0.00934 137.6
SCHX Schwab U.S. Large-Cap ETF 0.0127333 26.1301
IJH iShares Core S&P Mid-Cap ETF 0.25 64.32
ITOT iShares Core S&P Total U.S. Stock Market ETF 0.01197 144.545
VIG Vanguard Dividend Appreciation Index Fund 0.04201 214.96
IWB iShares Russell 1000 ETF 0.01259 362.44
NEAR iShares Short Maturity Bond ETF 0.00212 51.315
SCHV Schwab U.S. Large-Cap Value ETF 0.0286391 28.825
HDGE AdvisorShares Ranger Equity Bear ETF -1.61 16.745
SCHG Schwab U.S. Large-Cap Growth ETF 0.0252744 31.73
DGRO iShares Core Dividend Growth ETF 0.01294 67.49
DGRW WisdomTree U.S. Quality Dividend Growth Fund 0.02903 87.97
VB Vanguard Small Cap Index Fund 0.13064 253.17
SCHA Schwab U.S. Small-Cap ETF 0.252363 27.865
NUV Nuveen Municipal Value Fund, Inc. 0.47 8.975
IUSV iShares Core S&P U.S. Value ETF 0.0287 99.02
SCHM Schwab U.S. Mid-Cap ETF 0.167036 29.445
SHYG iShares 0-5 Year High Yield Corporate Bond ETF 0.04599 42.9
MDY SPDR S&P MIDCAP 400 ETF Trust 0.243 587.38
DON WisdomTree U.S. MidCap Dividend Fund 0.11715 50.685
PRF Invesco FTSE RAFI US 1000 ETF 0.05 44.73
DEUS Xtrackers Russell US Multifactor ETF 0.0579919 57.125
IWR iShares Russell Mid-Cap ETF 0.06247 95.045
IWS iShares Russell Mid-Cap Value ETF 0.07423 137.255
IWV iShares Russell 3000 ETF 0.01245 375.745
IWP iShares Russell Mid-Cap Growth ETF 0.02831 141.18
NVG Nuveen AMT-Free Municipal Credit Income Fund 0.47 12.42
FNDX Schwab Fundamental U.S. Large Company Index ETF 0.0561143 26.035
SPMD SPDR Portfolio S&P 400 Mid Cap ETF 0.245062 56.36
EZM WisdomTree U.S. MidCap Earnings Fund 0.31956 64.415
FNDB Schwab Fundamental U.S. Broad Market Index ETF 0.0517639 25.45
PDP Invesco DWA Momentum ETF 0.51 119.39
VXF Vanguard Extended Market Index Fund 0.11329 209.1
JHMM John Hancock Multifactor Mid Cap ETF 0.15 63.785
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF 0.014206 79.92
VCR Vanguard Consumer Discretionary Fund 0.171 383.645
IJJ iShares S&P Mid-Cap 400 Value ETF 0.54 127.82
MDYV SPDR S&P 400 Mid Cap Value ETF 0.519848 82.13
QVAL Alpha Architect U.S. Quantitative Value ETF 1.84 45.79
VTHR Vanguard Russell 3000 Index Fund 0.01387 291.745
VBR Vanguard Small Cap Value Index Fund 0.23028 205.17
SCHK Schwab 1000 Index ETF 0.0123139 31.85
VONV Vanguard Russell 1000 Value Index Fund 0.02661 88.57
GURU Global X Guru Index ETF 1.21 59.71
RFV Invesco S&P MidCap 400 Pure Value ETF 1.949 125.15
FDIS Fidelity MSCI Consumer Discretionary Index ETF 0.163127 99.59
FNX First Trust Mid Cap Core AlphaDEX Fund 0.000001 124.505
FTLS First Trust Long/Short Equity ETF -0.08 68.725
ILCB iShares Morningstar U.S. Equity ETF 0.02 91.62
ILCG iShares Morningstar Growth ETF 0.02 103.31
MVV ProShares Ultra MidCap400 0.188168 66.545
PTMC Pacer Trendpilot US Mid Cap ETF 0.25 35.23
TILT FlexShares Morningstar US Market Factors Tilt Index Fund 0.0821 240.05
RWK Invesco S&P MidCap 400 Revenue ETF 1.513 123.03
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 56.39
DMRM DeltaShares S&P 400 Managed Risk ETF 0.41 55.2224
DTD WisdomTree U.S. Total Dividend Fund 0.00879 82.84
EQAL Invesco Russell 1000 Equal Weight ETF 0.053 51.725
ETHO Etho Climate Leadership U.S. ETF 0.29 63.4199
FAB First Trust Multi Cap Value AlphaDEX Fund 0.000001 85.005
FNK First Trust Mid Cap Value AlphaDEX Fund 0.000001 53.76
FTXD First Trust Nasdaq Retail ETF 0.28 33.155
FXD First Trust Consumer Discretionary AlphaDEX Fund 0.000001 66.12
GHYB Goldman Sachs Access High Yield Corporate Bond ETF 0 45.42
IMTB iShares Core 5-10 Year USD Bond ETF 0.00691 44.5208
ISMD Inspire Small/Mid Cap Impact ETF 0.18075 38.18
IUSB iShares Core Total USD Bond Market ETF 0.00122 47.045
IVOO Vanguard S&P Mid-Cap 400 Index Fund 0.2853 108.84
IVOV Vanguard S&P Mid-Cap 400 Value Index Fund 0.59278 99.255
IYC iShares US Consumer Discretionary ETF 0.12089 102.145
IYY iShares Dow Jones U.S. ETF 0.01254 161.07
JHMC John Hancock Multifactor Consumer Discretionary ETF 0.48 39.9926
JHML John Hancock Multifactor Large Cap ETF 0.03 77.515
ILCV iShares Morningstar Value ETF 0.02 89.27
IMCB iShares Morningstar Mid-Cap ETF 0.08 81.61
IMCG iShares Morningstar Mid-Cap Growth ETF 0.08 81.55
IMCV iShares Morningstar Mid-Cap Value ETF 0.08 78.738
ISCB iShares Morningstar Small-Cap ETF 0.14634 63.4
ISCG iShares Morningstar Small-Cap Growth ETF 0.10962 54.94
ISCV iShares Morningstar Small-Cap Value ETF 0.18766 65.7
JPHY JPMorgan High Yield Research Enhanced ETF 0.05 50.65
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 0.32 82.66
JVAL JPMorgan U.S. Value Factor ETF 0.19 47.185
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 0.02 55.37
MIDU Direxion Daily Mid Cap Bull 3X Shares 0.173692 47.865
MMTM SPDR S&P 1500 Momentum Tilt ETF 0.015935 285.04
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 0.681509 43.94
NUW Nuveen AMT-Free Municipal Value Fund 0.47 14.2291
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 0.282 59.18
ONEO SPDR Russell 1000 Momentum Focus ETF 0.09457 128.051
ONEV SPDR Russell 1000 Low Volatility Focus ETF 0.084902 131.11
PBSM Invesco PureBeta MSCI USA Small Cap ETF 0.172 31.9152
PFM Invesco Dividend Achievers ETF 0.032 50.5
PKW Invesco BuyBack Achievers ETF 0.343 129.38
QSY WisdomTree U.S. Quality Shareholder Yield Fund 0.65 63.37
RETL Direxion Daily Retail Bull 3X Shares 0.889746 9.145
RNMC First Trust Mid Cap US Equity Select ETF 0.27 31.68
SMLF iShares MSCI USA Small-Cap Multifactor ETF 0.01075 73.37
SMMD iShares Russell 2500 ETF 0.11645 73.605
TUSA First Trust Dividend Strength ETF 0.12 46.1232
UCC ProShares Ultra Consumer Services 0.03 50.35
UMDD ProShares UltraPro MidCap400 0.172117 24.14
USEQ Invesco Russell 1000 Enhanced Equal Weight ETF 0.14 32.4249
USHY iShares Broad USD High Yield Corporate Bond ETF 0.03177 37.445
USLB Invesco Russell 1000 Low Beta Equal Weight ETF 0.19 35.72
USMF WisdomTree U.S. Multifactor Fund 0.43 50.695
USVM VictoryShares USAA MSCI USA Small Cap Value Momentum ETF 0.236805 89.27
VFMF Vanguard U.S. Multifactor ETF 0.12 141.175
VFMO Vanguard U.S. Momentum Factor ETF 0.02 194.64
VFVA Vanguard U.S. Value Factor ETF 0.07987 123.97
VLU SPDR S&P 1500 Value Tilt ETF 0.066415 201.48
VONE Vanguard Russell 1000 Index Fund 0.01431 299.925
VONG Vanguard Russell 1000 Growth Index Fund 0.00311 119.55
VSDA VictoryShares Dividend Accelerator ETF 1.06 52.55
WFHY WisdomTree U.S. High Yield Corporate Bond Fund 0.07 44.99
DVLU First Trust Dorsey Wright Momentum & Value ETF 2.62 33.24
IUS Invesco RAFI Strategic US ETF 0.071 54.725
VETS Pacer Military Times Best Employers ETF 0.25 38.62
XSC.TO iShares Conservative Short Term Strategic Fixed Income ETF 0.02 18.06
XSE.TO iShares Conservative Strategic Fixed Income ETF 0 18.1
XAW.TO iShares Core MSCI All Country World ex Canada Index ETF 0.01 51
XUU.TO iShares Core S&P U.S. Total Market Index ETF 0.01 68.43
XUH.TO iShares Core S&P U.S. Total Market Index ETF (CAD-Hedged) 0.01 53.48
XTR.TO iShares Diversified Monthly Income ETF 0 11.75
XMC.TO iShares S&P U.S. Mid-Cap Index ETF 0.24 34.68
XMH.TO iShares S&P U.S. Mid-Cap Index ETF (CAD-Hedged) 0.25 28.46
XSI.TO iShares Short Term Strategic Fixed Income ETF 0.04 17.2
XHY.TO iShares U.S. High Yield Bond Index ETF (CAD-Hedged) 0.19 16.76
PXS.TO Invesco FTSE RAFI U.S. Index ETF II CAD 0.0475 55.1
VMO.TO Vanguard Global Momentum Factor ETF 0.04832 79.25
VVL.TO Vanguard Global Value Factor ETF 0.05282 59.27
VITNX Vanguard Institutional Total Stock Market Index Fund Institutional Shares 0.01428 111.65
VITPX Vanguard Institutional Total Stock Market Index Fund Institutional Plus Shares 0.01428 111.63
VTCIX Vanguard Tax-Managed Funds - Vanguard Tax-Managed Capital Appreciation Fund 0.00165 170.46
VTCLX Vanguard Tax-Managed Capital Appreciation Fund 0.00165 343.08
VBAIX Vanguard Balanced Index Fund Institutional Shares 0.00856 52.62
VBIAX Vanguard Balanced Index Fund Admiral Shares 0.00856 52.61
VBINX Vanguard Balanced Index Fund Investor Shares 0.00856 52.62
VTMFX Vanguard Tax-Managed Balanced Fund Admiral Shares 0.00308 48.66
AUSF Global X Adaptive U.S. Factor ETF 0.47 45.06
FSMD Fidelity Small-Mid Factor ETF 0.21 43.03
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 0.0483591 56.345
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 0 93.145
LSAF LeaderSharesTM AlphaFactor US Core Equity ETF 0.941263 43.78
XMVM Invesco S&P MidCap Value with Momentum ETF 2.002 58.445
ESGV Vanguard ESG U.S. Stock ETF 0.01677 117.328
IEDI iShares Evolved U.S. Discretionary Spending ETF 0.14983 55.265
JCPB JPMorgan Core Plus Bond ETF 0.0000305048 47.875
ESML iShares ESG Aware MSCI USA Small-Cap ETF 0.20022 44.93
SLT Pacer Salt High truBeta US Market ETF 0.25 39.22
LSLT Pacer Salt Low truBeta US Market ETF 0.25 32
AVUS Avantis U.S. Equity ETF 0.04 107.28
RESP WisdomTree U.S. ESG Fund 0.17 50.792
BKMC BNY Mellon US Mid Cap Core Equity ETF 0.27 107.415
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 0.19 103.51
STSB iShares Factors US Small Blend Style ETF 0.34 22.13
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 1.2 46.78
VIRS Pacer BioThreat Strategy ETF 0.25 40.025
RISN Inspire Tactical Large Cap ESG ETF 1.07066 29.43
XBAL.TO iShares Core Balanced ETF Portfolio 0 33.29
XCNS.TO iShares Core Conservative Balanced ETF Portfolio 0 25.38
XEQT.TO iShares Core Equity ETF Portfolio 0.01 39.36
XGRO.TO iShares Core Growth ETF Portfolio 0 34.61
XINC.TO iShares Core Income Balanced ETF Portfolio 0 21.39
DFAU Dimensional US Core Equity Market ETF 0.0170459 45.29
IVDG Invesco Focused Discovery Growth ETF 2.05 10.0501
JSCP JPMorgan Short Duration Core Plus ETF 0.0000448739 47.695
MIDE Xtrackers S&P MidCap 400 ESG ETF 0.372934 31.68
XJH iShares ESG Screened S&P Mid-Cap ETF 0.29 43.14
HYXF iShares ESG Advanced High Yield Corporate Bond ETF 0.13478 47.15
LCTU BlackRock U.S. Carbon Transition Readiness ETF 0.01337 71.88
DFUS Dimensional U.S. Equity ETF 0.0121242 71.83
DFAT Dimensional U.S. Targeted Value ETF 0.427493 56.57
DFAS Dimensional U.S. Small Cap ETF 0.161609 67.58
DFAC Dimensional U.S. Core Equity 2 ETF 0.0357803 38.07
GTR WisdomTree Target Range Fund 0.000118 25.845
IBC9.DE iShares Global High Yield Corp Bond UCITS ETF USD (Dist) 0.00366 77.708
PSWD.DE Invesco FTSE RAFI All World 3000 UCITS ETF 0.0288 28.78
WTV WisdomTree U.S. Value Fund 0.0000261 89.635
VTSAX Vanguard Total Stock Market Index Fund 0.01406 159.79
RTL The Necessity Retail REIT, Inc. 1.4 7.61
VFSUX Vanguard Short-Term Investment-Grade Fund Admiral Shares 0.00412 10.54
CDX Simplify High Yield PLUS Credit Hedge ETF -0.180538 22.7099
CLSE Convergence Long/Short Equity ETF 1.05 25.78
AVSU Avantis Responsible U.S. Equity ETF 0.07 72.69
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 0.15 23.9515
CISB.SW iShares Smart City Infrastructure UCITS ETF 0 9.228
IHYU.MI iShares $ High Yield Corp Bond UCITS ETF USD (Dist) 0.00434 83.66
CUS1.L iShares VII PLC - iShares MSCI USA Small Cap UCITS ETF USD (Acc) 0.20044 43172.5
DGRG.L WisdomTree US Quality Dividend Growth UCITS ETF 0.02572 3910.5
DGRP.L WisdomTree US Quality Dividend Growth UCITS ETF 0.02572 3396.5
DHYA.L iShares $ High Yield Corp Bond ESG UCITS ETF USD (Acc) 0.04224 6.444
GGRA.L WisdomTree Global Quality Dividend Growth UCITS ETF 0.00854 44.86
GGRW.L WisdomTree Global Quality Dividend Growth UCITS ETF 0.00854 37.95
HYUS.L iShares Broad $ High Yield Corp Bond UCITS ETF 0.02549 4.828
IHYE.L iShares $ High Yield Corp Bond UCITS ETF 0.00434 4.0715
PRUS.L Invesco FTSE RAFI US 1000 UCITS ETF 0.0471 36.89
SBUY.L Invesco Global Buyback Achievers UCITS ETF 0.1564 4826
SDHA.L iShares $ Short Duration High Yield Corp Bond UCITS ETF 0.00595 7.041
SDHG.L iShares $ Short Duration High Yield Corp Bond UCITS ETF 0.00595 66.72
SHYU.L iShares $ High Yield Corp Bond UCITS ETF USD (Dist) 0.00434 72.66
WDSC.L SPDR MSCI World Small Cap UCITS ETF 0.090211 125.515
WSML.L iShares MSCI World Small Cap UCITS ETF 0.08101 8.866
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 0.02 57.6601
JMEE JPMorgan Market Expansion Enhanced Equity ETF 0.19 62.65
XBB BondBloxx BB Rated USD High Yield Corporate Bond ETF 0.05 41.02
VSCIX Vanguard Small-Cap Index Fund Institutional Shares 0.13064 122.93
VIEIX Vanguard Extended Market Index Fund Institutional Shares 0.11329 161.24
VITSX Vanguard Total Stock Market Index Fund 0.01406 159.82
SCRD Janus Henderson Sustainable Corporate Bond ETF 0.49 40.8327
AGGH Simplify Aggregate Bond PLUS Credit Hedge ETF -0.0149402 20.955
XHYC BondBloxx US High Yield Consumer Cyclicals Sector ETF 0.21 37.3654
DFSV Dimensional US Small Cap Value ETF 0.602597 31.05
DFUV Dimensional US Marketwide Value ETF 0.0520798 44.075
FIG Simplify Macro Strategy ETF -0.205293 57.865
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 0.14451 5.955
MVWE.SW iShares Edge MSCI World Minimum Volatility ESG UCITS ETF 0 5.784
GGRG.L WisdomTree Global Quality Dividend Growth UCITS ETF 0.00854 3341
SGWS.SW iShares MSCI World SRI UCITS ETF GBP Hedged (Dist) 0 6.425
SUWU.SW iShares MSCI World SRI UCITS ETF 0 8.274
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 12.054
SPYI.DE SPDR MSCI ACWI IMI UCITS ETF 0.003631 242.6
USSC.L SPDR MSCI USA Small Cap Value Weighted UCITS ETF 0.377398 74.99
SPY4.L SPDR S&P 400 US Mid Cap UCITS ETF 0.249838 100.49
MIDD.L iShares FTSE 250 UCITS ETF 0.07 2036
6PSA.DE Invesco FTSE RAFI US 1000 UCITS ETF 0.0471 31.62
PSRW.L Invesco FTSE RAFI All World 3000 UCITS ETF 0.0292 2497.25
IS0R.DE iShares $ High Yield Corp Bond UCITS ETF USD (Dist) 0.00434 83.688
HYLD.L iShares Global High Yield Corp Bond UCITS ETF USD (Dist) 0.00366 90.64
SDHY.L iShares $ Short Duration High Yield Corp Bond UCITS ETF 0.00595 89.59
IHYA.L iShares $ High Yield Corp Bond UCITS ETF 0.00434 7.266
DTLC.SW iShares $ Treasury Bond 20+yr UCITS ETF 0 2.7846
DHYD.AS iShares $ High Yield Corp Bond ESG UCITS ETF 0.04224 4.7356
HYLA.L iShares Global High Yield Corp Bond UCITS ETF USD (Acc) 0.00366 6.699
EMCH.SW iShares J.P. Morgan $ EM Bond UCITS ETF 0 4.7871
IHHG.L iShares $ High Yield Corp Bond UCITS ETF GBP Hedged (Dist) 0.00434 4.42675
GHYG.L iShares Global High Yield Corp Bond UCITS ETF 0.00366 4.674
BUYB.L Invesco Global Buyback Achievers UCITS ETF 0.1534 65.03
NAESX Vanguard Small Cap Index Fund 0.13064 122.92
STXV Ea Series Trust - Strive 1000 Value ETF 0.05 31.95
DFSU Dimensional US Sustainability Core 1 ETF 0.044628 41.83
IQSM Iq Candriam ESG U.S. Mid Cap Equity ETF 0 33.59
SMOT VanEck Morningstar SMID Moat ETF 1.2 35.705
JKE iShares Morningstar Growth ETF 0.04 283.806
IUSN.DE iShares MSCI World Small Cap UCITS ETF 0.08101 7.6
VEVFX Vanguard Explorer Value Fund 1.24 44.99
VSIAX Vanguard Small-Cap Value Index Fd Admiral 0.23028 89.42
HYLE.DE iShares Global High Yield Corp Bond UCITS ETF 0.00366 4.374
IS3K.DE iShares $ Short Duration High Yield Corp Bond UCITS ETF 0.00595 76.78
VCDAX Vanguard Consumer Discretionary Index Fund Admiral Shs 0.171 200.62
SWTSX Schwab Total Stock Market Index Fd Select Shs a Series of Schwab Capit 0.0135492 16.19
VFSTX Vanguard Short-Term Investment Grade Fund Investor Shrs 0.00412 10.54
VCORX Vanguard Core Bond Fund Investor Shares 0.00111 9.18
VEXAX Vanguard Extended Market Index Fd Admiral Shs 0.11329 161.25
DHYG.L iShares $ High Yield Corp Bond ESG UCITS ETF GBP Hedged Dist 0.04224 4.39575
GGRP.L WisdomTree Global Quality Dividend Growth UCITS ETF 0.00854 2824.5
VGCIX Vanguard Global Credit Bond Fund Investor Shares 0.00116 9.8
VFIDX Vanguard Intermediate-Term Investment Grade Fund Admiral Shrs 0.00268 8.97
IGHY.L iShares Public Limited Company - iShares Global High Yield Corp Bond UCITS ETF 0.00366 67.51
CUSS.L iShares VII PLC - iShares MSCI USA Small Cap ESG Enhanced UCITS ETF USD (Acc) 0.20044 580.65
SFLNX Schwab Fundamental US Lg Company Index Fund Insti Shs 0.0462521 31.35
WOSC.L SPDR MSCI World Small Cap UCITS ETF 0.090211 93.435
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 0.291 29.81
V3AB.L Vanguard Funds Public Limited Company - Vanguard ESG Global All Cap UCITS ETF 0.01109 5.6595
SPY4.DE SPDR S&P 400 US Mid Cap UCITS ETF 0.249838 86.13
SNXFX Schwab 1000 Index Fund Investor Shares 0.0144533 14.41
SXRG.DE iShares VII PLC - iShares MSCI USA Small Cap ESG Enhanced UCITS ETF USD (Acc) 0.20044 497.5
JCTR JPMorgan Carbon Transition U.S. Equity ETF 0.03 89.8013
V3AM.L Vanguard ESG Global All Cap UCITS ETF 0.01109 5.2965
V3AA.L Vanguard Funds Public Limited Company - Vanguard ESG Global All Cap UCITS ETF 0.01109 7.5985
BBCK.DE Invesco Global Buyback Achievers UCITS ETF 0.1534 55.51
IBC2.DE iShares $ High Yield Corp Bond UCITS ETF 0.00434 4.0677
DH2O.L iShares Global Water UCITS ETF USD (Dist) 0.01 76.36
PSRF.L Invesco FTSE RAFI US 1000 UCITS ETF 0.0471 2747.5
ZPRS.DE SPDR MSCI World Small Cap UCITS ETF 0.090211 107.56
ZPRV.DE SPDR MSCI USA Small Cap Value Weighted UCITS ETF 0.377398 64.22
WSCR.L UBS (IRL) ETF PLC 0.35736 801.55
DGRA.L WisdomTree US Quality Dividend Growth UCITS ETF 0.02572 52.55
WLDS.L iShares MSCI World Small Cap UCITS ETF 0.08101 6.607
V3AL.L Vanguard Funds Public Limited Company - Vanguard ESG Global All Cap UCITS ETF 0.01109 7.1075
IMID.L SSgA SPDR ETFs Europe I Public Limited Company - SPDR MSCI ACWI IMI UCITS ETF 0.003631 283.14
VSMAX Vanguard Small Cap Index Fd Admiral Shs 0.13064 122.93
VWNFX Vanguard Windsor II Fund 0.107 49.75
HYXE iShares iBoxx $ High Yield ex Oil & Gas Corporate Bond ETF 0.11 51.2251
DGRW.L WisdomTree US Quality Dividend Growth UCITS ETF 0.02572 45.66
USFM.L UBS (Irl) ETF plc - MSCI USA Select Factor Mix UCITS ETF (USD) A-dis 0.02198 2836.5
WTEM.DE WisdomTree Global Quality Dividend Growth UCITS ETF 0.00854 38.495
IHYU.L iShares $ High Yield Corp Bond UCITS ETF USD (Dist) 0.00434 97.63
GHYS.L iShares Global High Yield Corp Bond GBP Hedged UCITS ETF (Dist) 0.00452 89.49
VDADX Vanguard Dividend Appreciation Index Fund Admiral Shs 0.04201 58.88
VFICX Vanguard Intermediate-Term Investment Grade Fund Investor Shrs 0.00268 8.97
VMGRX Vanguard Mid-Cap Growth Fund 0.41524 29.51
USUE.DE UBS (Irl) ETF plc - MSCI USA Select Factor Mix UCITS ETF (USD) A-acc 0.02198 36.035
VWEHX Vanguard High Yield Corporate Fund 0.27575 5.55
VTWAX Vanguard Total World Stock Index Fund Admiral Shares 0.00934 48.87
IBHG iShares iBonds 2027 Term High Yield and Income ETF 0.24564 22.41
JKD iShares Morningstar U.S. Equity ETF 0.02 221.911
WTDM.DE WisdomTree US Quality Dividend Growth UCITS ETF 0.02572 44.955
SURE AdvisorShares Insider Advantage ETF 1.01 120.675
QVM Arrow QVM Equity Factor ETF 1.8 20.3287
TRPL Pacer Metaurus US Large Cap Dividend Multiplier 300 ETF 0.25 41.14
JKK iShares Morningstar Small-Cap Growth ETF 0.10962 307.42
CHEP AGFiQ U.S. Market Neutral Value Fund 0 15.0202
JKJ iShares Morningstar Small-Cap ETF 0.14634 231.193
JKG iShares Morningstar Mid-Cap ETF 0.1 251.079
CLU.TO iShares US Fundamental ETF (CAD-H) Comm 0.05 31.06
JKL iShares Morningstar Small-Cap Value ETF 0.18766 172.726
JKH iShares Morningstar Mid-Cap Growth ETF 0.2 374.169
AVLV Avantis U.S. Large Cap Value ETF 0.09 71.155
BBHY JPMorgan BetaBuilders USD High Yield Corporate Bond ETF 0.01 46.59
JPIE JPMorgan Income ETF 0.01 46.3709
UEEF.DE iShares $ High Yield Corp Bond ESG UCITS ETF EUR Hedged (Acc) 0.04224 5.6774
CBUG.DE iShares MSCI World Small Cap ESG Enhanced UCITS ETF 0.14451 5.106
DHYE.AS iShares $ High Yield Corp Bond ESG UCITS ETF USD (Acc) 0.04224 5.5269
GHYC.SW iShares Global High Yield Corp Bond CHF Hedged UCITS ETF (Dist) 0.00244 70.582
HYSD.L iShares Broad $ High Yield Corp Bond UCITS ETF 0.02549 5.03
FVI First Trust Total US Market AlphaDEX ETF 0.14 8
VWNAX Vanguard Windsor II Fund Admiral Shares 0.107 88.27
VMNFX Vanguard Market Neutral Fund -0.46814 13.63
VWEAX Vanguard High-Yield Corporate Fund Admiral Shares 0.27575 5.55
QWST Harbor ETF Trust - Harbor Small Cap Explorer ETF 0.3 32.0152
BINC Blackrock Etf Trust II - Flexible Income ETF 0.01707 53.24
CRDT Simplify Exchange Traded Funds - Simplify Opportunistic Income ETF -0.189889 23.67
SCYB Schwab High Yield Bond ETF 0.151226 26.47
QIS Simplify Multi-Qis Alternative ETF -0.362711 19.27
IJH.AX iShares S&P Mid-Cap ETF 0.24 50.2
VTS.AX Vanguard US Total Market Shares Index ETF 0.01406 506.01
VISM.AX Vanguard MSCI International Small Companies Index ETF 0.09906 74.61
VVLU.AX Vanguard Global Value Equity Active ETF 0.13418 77.61
IHHY.AX iShares Global High Yield Bond (AUD Hedged) ETF 0.08 93.63
DCOR Dimensional ETF Trust 0.0358756 70.99
AVLC American Century ETF Trust 0.05 75.68
VEMPX Vanguard Extended Market Index InstlPlus 0.11329 397.91
VCOBX Vanguard Core Bond Admiral 0.00111 18.36
AVMC American Century ETF Trust - Avantis U.S. Mid Cap Equity ETF 0.15 68.2501
AVMV American Century ETF Trust - Avantis U.S. Mid Cap Value ETF 0.16 67.3
CSUSS.MI iShares VII PLC - iShares MSCI USA Small Cap ESG Enhanced UCITS ETF USD (Acc) 0.20044 497.56
R1VL.L iShares Russell 1000 Value UCITS ETF 0.02674 34.01
DGRB.L WISDOMTREE ISSUER ICAV WT US QU 0.02572 1955.8
HYLC.SW iShares Global High Yield Corp Bond UCITS ETF 0.00366 5.5518
HYUS.SW iShares Broad $ High Yield Corp Bond UCITS ETF 0.02549 4.8361
GGRB.L WisdomTree Global Quality Dividend Growth UCITS ETF 0.00844 2037.75
WCAR.MI WisdomTree Global Automotive Innovators UCITS ETF 0.4583 32.39
DGRW.SW WisdomTree US Quality Dividend Growth UCITS ETF 0.02572 45.745
GGRE.MI WisdomTree Global Quality Dividend Growth UCITS ETF 0.00844 20.355
DHYC.SW iShares $ High Yield Corp Bond ESG UCITS ETF 0.04224 4.984
USFMDN.MX UBS (Irl) ETF Public Limited Company - MSCI USA Select Factor Mix UCITS ETF 0.02198 382
DGRE.MI WisdomTree US Qual Div UCITS ET 0.02572 19.452
FELC Fidelity Covington Trust - Enhanced Large Cap Core ETF 0.03 36.725
FELV Fidelity Covington Trust - Enhanced Large Cap Value ETF 0.21 33.12
FMDE Fidelity Covington Trust - Enhanced Mid Cap ETF 0.03 35.325
VCRB Vanguard Core Bond ETF 0.00037 78.965
BRTR BlackRock Total Return ETF 0.03622 51.36
GRPM Invesco S&P MidCap 400 GARP ETF 0.002 115.465
LSEQ Harbor ETF Trust Harbor Long-Sh -0.0160166 28.42
GVUS Goldman Sachs ETF Trust - Goldman Sachs MarketBeta Russell 1000 Value Equity ETF 0.03 51.85
GGUS 0 62.73
VSMPX Vanguard Total Stock Mkt Idx Instl Pls 0.01406 299.8
QMID WisdomTree U.S. MidCap Quality Growth Fund 0.0089519 27.995
SWMCX Schwab Capital Trust - Schwab U.S. Mid-Cap Index Fund 0.0612526 14.61
STXM Strive Mid-Cap ETF 0.21 28.12
NEWZ Stocksnips AI-Powered Sentiment US ALL Cap ETF 2.9 28.305
AGGS Harbor ETF Trust 0.321105 41.8691
VTWIX Vanguard Total World Stock Index I 0.00934 281.7
BRHY BlackRock High Yield ETF 0.04268 51.8405
PTL Inspire 500 ETF 0.0551763 248.47
DXUV Dimensional ETF Trust 0.058785 57.445
WUSA WisdomTree US Domestic Economy ETF 0.796156 24.78
NXTV Simplify Next Intangible Value Index ETF 0.170808 25.5002
WSML iShares MSCI World Small-Cap ETF 0.08303 30.23
JFLX J P Morgan Exchange Traded Fund Trust - Flexible Debt ETF 0.0000212558 50.395
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