Profile
MDC DHI LEN LEN-B PHM NVR
Company Name M.D.C. Holdings, Inc. D.R. Horton, Inc. Lennar Corporation Lennar Corporation PulteGroup, Inc. NVR, Inc.
Sector Consumer Cyclical Consumer Cyclical Consumer Cyclical Consumer Cyclical Consumer Cyclical Consumer Cyclical
Industry Residential Construction Residential Construction Residential Construction Residential Construction Residential Construction Residential Construction
Market Cap $4.73B $46.73B $31.17B $30.01B $26.07B $21.77B
Employees 1.76K 14.77K 13.27K 13.27K 6.79K 7.00K
CEO David D. Mandarich Paul J. Romanowski Stuart A. Miller Stuart A. Miller Ryan R. Marshall Eugene James Bredow
Ratings
MDC DHI LEN LEN-B PHM NVR
Quant Rating Score 4 4 4 4 5 4
Quant Rating Buy Buy Buy Buy Strong Buy Buy
Trading
MDC DHI LEN LEN-B PHM NVR
Last Close $62.98 $156.74 $122.23 $114.78 $124.89 $7737.01
High 52 $62.98 $194.56 $188.93 $175.95 $149.04 $9924.4
Low 52 $62.98 $115.1 $102.76 $97.77 $92.02 $6700
Price vs. 52 Week High 0 % -19.44 % -35.3 % -34.77 % -16.2 % -22.04 %
Price vs. 52 Week Low 0 % 36.18 % 18.95 % 17.4 % 35.72 % 15.48 %
Total Return
MDC DHI LEN LEN-B PHM NVR
1 Month Return 0 % -8.92 % -8.63 % -10.28 % -7.38 % -6.63 %
3 Month Return 0 % 20.74 % 13.46 % 11.89 % 15.64 % 5.82 %
6 Month Return 0 % 30.82 % 16.32 % 14.48 % 31.75 % 7.38 %
9 Month Return 0 % 7.79 % -11.79 % -13.22 % 7.69 % -6.32 %
YTD Return 0 % 12.1 % -10.37 % -13.14 % 14.68 % -5.4 %
1 Year Return 0 % -17.24 % -33.94 % -32.91 % -13.64 % -20.79 %
3 Year Return 0 % 0 % 0 % 0 % 0 % 0 %
5 Year Return 0 % 0 % 0 % 0 % 0 % 0 %
Dividends
MDC DHI LEN LEN-B PHM NVR
Dividend Yield Percentage (TTM) - 1.02 % 1.64 % 1.64 % 0.67 % -
Dividend Paid and Capex Coverage Ration (TTM) -6.02 % 4.96 % -0.7 % -0.7 % 4.81 % 42.46 %
Dividend Per Share (TTM) - 1.6 % 2 % 2 % 0.88 % -
Payout Ratio (TTM) 35.68 % 11.96 % 24.78 % 24.78 % 6.3 % -
Growth
MDC DHI LEN LEN-B PHM NVR
Asset Growth -16.89 % 10.81 % 5.3 % 7.94 %
Gross Profit Growth 1.04 % 1.98 % -7.44 % 10.63 %
Revenue Growth -96.8 % 3.78 % 3.53 % 11.74 %
Revenue 3 Year -97.34 % 45.21 % 47.25 % 62.78 %
Revenue 5 Year -95.98 % 136.55 % 86.38 % 131.79 %
Revenue 10 Year -92.44 % 373.9 % 245.42 % 448.59 %
EBIT Growth -100 % -0.48 % -10.84 % 16.14 %
Net Income Growth -19.4 % 0.23 % -0.15 % 18.48 %
Net Income 3 Yeari Growth Per Share -47.11 % 24.83 % 0.06 % 97.37 %
Net Income 5 Yeari Growth Per Share 20.74 % 232.32 % 148.96 % 300 %
Net Income 10 Yeari Growth Per Share 341.03 % 821.31 % 366.69 % 1056.86 %
Operating Income Growth -37.38 % -2.04 % -10.84 % 14.53 %
Operating Cash Flow Growth (CFG) -111.87 % -49.12 % -53.6 % -23.49 %
Operating 3 Year CFG 69.92 % 349.07 % 6.96 % 108.58 %
Operating 5 Year CFG -202.6 % 177.57 % 89.79 % 105.74 %
Operating 10 Year CFG 64.91 % 442.14 % 331.12 % 867.31 %
EPS Growth -20.3 % 3.66 % 4.22 % 25.7 %
EPS Diluted Growth -20.04 % 3.76 % 4.22 % 25.34 %
Book Value Per Share -19.71 % 15.4 % 9.3 % 23.39 %
Share Holder 3 Year Equity Growth Per Share 6.61 % 86.35 % 50.91 % 101.66 %
Share Holder 5 Year Equity Growth Per Share 47.31 % 185.64 % 104.55 % 192.94 %
Share Holder 10 Year Equity Growth Per Share 106.89 % 411.31 % 337.79 % 348.99 %
Dividend Per Share Growth -21.54 % 19.76 % 32.76 % 24.43 %
Dividend 3 Year Growth Per Share -1.9 % 49.71 % 99.7 % 41.34 %
Dividend 5 Year Growth Per Share 50.81 % 100.04 % 1148.57 % 80.8 %
Dividend 10 Year Growth Per Share 118.61 % 740.32 % 1169.67 % 294.57 %
Debt Growth -100 % 16.11 % -15.95 % -14.6 %
Free Cash Flow Growth -116.08 % -51.28 % -56.06 % -25.77 %
Updated On 31 Dec 2024 30 Sep 2024 30 Nov 2024 31 Dec 2024
Profitability
MDC DHI LEN LEN-B PHM NVR
Gross Profit Margin TTM 527.11 % 24.8 % 14.99 % 14.99 % 27.81 % 24 %
Return on Assets TTM 4.86 % 10.89 % 7.7 % 7.7 % 15.59 % 25.59 %
Return on Equity TTM 7.85 % 16.07 % 11.21 % 11.21 % 22.59 % 37.35 %
Return on Capital Employed TTM 4.68 % 14.89 % 12.18 % 12.18 % 23.86 % 37.92 %
Net Income Per EBT TTM 72.76 % 75.57 % 74.79 % 74.79 % 76.66 % 77.54 %
EBT Per Ebit TTM 147.05 % 102.85 % 88.36 % 88.36 % 101.47 % 106.06 %
EBIT Per Revenue TTM 157.54 % 14.75 % 11.68 % 11.68 % 19.92 % 17.53 %
Cash Flow To Debt Ratio TTM - 39.86 % -16.12 % -16.12 % 64.15 % 120.34 %
Receivables Turnover TTM - 82.64 36.66 36.66 - 254.06
Payables Turnover TTM -4.3 18.72 19.43 19.43 17.92 18.35
Inventory Turnover TTM -0.14 0.97 2.66 2.66 0.97 3.69
Fixed Asset Turnover TTM 205.42 % 68601.79 % - - 15319.95 % 4812.8 %
Asset Turnover TTM 2.88 % 95 % 99.68 % 99.68 % 100.61 % 177.51 %
Operating Cash Flow Per Share TTM -8.16 9.57 -2.22 -2.22 7.25 419.87
Free Cash Flow Per Share TTM -8.41 9.2 -2.79 -2.79 6.61 409.98
Cash Per Share TTM 363.9 % 859.59 % 2902.46 % 2902.46 % 636.07 % 62052.39 %
Operating Cash Flow Sales Ratio TTM -444.1 % 8.42 % -1.63 % -1.63 % 8.17 % 11.74 %
Free Cash Flow Operating Cash Flow Ratio TTM 103.06 % 96.14 % 125.48 % 125.48 % 91.19 % 97.64 %
Cash Flow Coverage Ratios TTM - 39.86 % -16.12 % -16.12 % 64.15 % 120.34 %
Price To Free Cash Flows Ratio TTM -7.52 16.7 -43.72 -43.72 19.78 18
Price To Operating Cash Flows Ratio TTM -7.72 16.38 -54.99 -54.99 18.22 18.06
Price Cash Flow Ratio TTM -7.72 16.38 -54.99 -54.99 18.22 18.06
Income Statement (TTM)
MDC DHI LEN LEN-B PHM NVR
Revenue $0.15B $36.8B $35.44B $35.44B $17.95B $10.54B
Gross Profit $0.92B $9.54B $5.5B $5.5B $5.22B $2.69B
Gross Profit Ratio 619.61% 25.91% 15.52% 15.52% 29.09% 25.54%
EBITDA $0.3B $6.37B $4.97B $4.97B $4.1B $2.16B
Net Income $0.32B $4.76B $3.93B $3.93B $3.08B $1.68B
EPS Diluted 4.23 14.34 14.31 14.31 14.69 506.69
Balance Sheet (MRQ)
MDC DHI LEN LEN-B PHM NVR
Long Term Debt $0B $5.97B $4.19B $4.19B $1.7B $1.02B
Total Liabilities $1.92B $10.28B $13.29B $13.29B $5.24B $2.17B
Total Equity $2.95B $25.82B $28.02B $28.02B $12.12B $4.21B
Total Investments $0B $0B $2.75B $2.75B $0.22B $0.42B
Total Debt $0B $5.97B $4.19B $4.19B $1.86B $1.02B
Total Assets $4.68B $36.1B $41.31B $41.31B $17.36B $6.38B
Cash Flow Statement (TTM)
MDC DHI LEN LEN-B PHM NVR
Net Income $0.32B $4.76B $3.97B $3.97B $3.08B $1.68B
Inventory $0B $0.08B $-0.29B $-0.29B $-0.79B $-0.11B
Dividends Paid $-0.12B $-0.4B $-0.55B $-0.55B $-0.17B $0B
Operating Cash Flow $-0.07B $2.19B $2.4B $2.4B $1.68B $1.37B
Capital Expenditure $-0.02B $-0.17B $-0.17B $-0.17B $-0.12B $-0.03B
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GRBK Green Brick Partners, Inc. 67.27
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IBP Installed Building Products, Inc. 256.52
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LGIH LGI Homes, Inc. 46.17
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MTH Meritage Homes Corporation 69.61
NVR NVR, Inc. 7638.98
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PHM PulteGroup, Inc. 124.745
ETFs With Exposure to MDC
Ticker ETF Name Weight Percentage Price
IWM iShares Russell 2000 ETF 0.15749 250.37
IEFA iShares Core MSCI EAFE ETF 0.01289 87.625
VTI Vanguard Total Stock Market Index Fund 0.01 328.35
IEUR iShares Core MSCI Europe ETF 0.02399 68.445
IXUS iShares Core MSCI Total International Stock ETF 0.01026 83.16
IJR iShares Core S&P Small-Cap ETF 0.34 119.33
ITB iShares U.S. Home Construction ETF 1.24798 103.33
XHB SPDR S&P Homebuilders ETF 0 107.785
VCIT Vanguard Intermediate-Term Corporate Bond Index Fund 0.01264 84.3799
SCHB Schwab U.S. Broad Market ETF 0.00767078 25.705
SCZ iShares MSCI EAFE Small-Cap ETF 0.09879 76.455
VT Vanguard Total World Stock Index Fund 0 138.03
ITOT iShares Core S&P Total U.S. Stock Market ETF 0.00781 145.7
SCHD Schwab U.S. Dividend Equity ETF 0.155204 26.795
VYM Vanguard High Dividend Yield Index Fund 0.02 140.89
BIV Vanguard Intermediate-Term Bond Index Fund 0.0096 78.4799
VB Vanguard Small Cap Index Fund 0.06 256.61
SCHA Schwab U.S. Small-Cap ETF 0.105524 28.38
BND Vanguard Total Bond Market Index Fund 0.00348 74.7
BLV Vanguard Long-Term Bond Fund 0.02205 71.6299
VSS Vanguard FTSE All-World ex-US Small Capital Index Fund 0.08 142.53
VCLT Vanguard Long-Term Corporate Bond Index Fund 0.01647 78.31
VCSH Vanguard Short-Term Corporate Bond Index Fund 0.01569 79.965
IWN iShares Russell 2000 Value ETF 0.30974 180.74
PRF Invesco FTSE RAFI US 1000 ETF 0.019 45.2
IWV iShares Russell 3000 ETF 0.00724 378.97
FNDX Schwab Fundamental U.S. Large Company Index ETF 0.0228545 26.29
SPSM SPDR Portfolio S&P 600 Small Cap ETF 0 46.51
IWO iShares Russell 2000 Growth ETF 0.05406 334.69
EZM WisdomTree U.S. MidCap Earnings Fund 0.0022852 65.38
FNDB Schwab Fundamental U.S. Broad Market Index ETF 0.0214953 25.7
IEUS iShares MSCI Europe Small-Cap ETF 0.19107 67.045
CVY Invesco Zacks Multi-Asset Income ETF 0.396 26.25
VXF Vanguard Extended Market Index Fund 0.05 212.615
SCHZ Schwab U.S. Aggregate Bond ETF 0.00578047 23.575
IJS iShares S&P Small-Cap 600 Value ETF 0.69367 110.97
HDG ProShares Hedge Replication ETF 0.0235545 51.49
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF 0 80.51
VCR Vanguard Consumer Discretionary Fund 0.1 387.65
DES WisdomTree U.S. SmallCap Dividend Fund 0 33.465
UWM ProShares Ultra Russell2000 0.0487599 49.41
MNA IQ Merger Arbitrage ETF 4.39 35.7726
PKB Invesco Dynamic Building & Construction ETF 0.001 96.54
SLY SPDR S&P 600 Small Cap ETF 0.268567 85.46
SLYV SPDR S&P 600 Small Cap Value ETF 0.654685 88.97
PSCD Invesco S&P SmallCap Consumer Discretionary ETF 2.31 108.605
VTHR Vanguard Russell 3000 Index Fund 0.01 294.28
VBR Vanguard Small Cap Value Index Fund 0.11 208.15
DHS WisdomTree U.S. High Dividend Fund 0.0019366 100.45
FDIS Fidelity MSCI Consumer Discretionary Index ETF 0.0471947 100.58
FDL First Trust Morningstar Dividend Leaders Index Fund 0.1 42.765
FNX First Trust Mid Cap Core AlphaDEX Fund 0.4 126.34
FTLS First Trust Long/Short Equity ETF 0.36 69.02
TILT FlexShares Morningstar US Market Factors Tilt Index Fund 0.0464 242.32
URTY ProShares UltraPro Russell2000 0.0222463 58.04
VAMO Cambria Value and Momentum ETF 0.83 33.59
FYT First Trust Small Cap Value AlphaDEX Fund 0.54 54.78
VTWV Vanguard Russell 2000 Value Index Fund 0.28 159.03
EES WisdomTree U.S. SmallCap Earnings Fund 0.0108072 55.395
DEW WisdomTree Global High Dividend Fund 0.0006641 59.66
ASET FlexShares Real Assets Allocation Index Fund 0.06 33.305
CALF Pacer US Small Cap Cash Cows 100 ETF 1.94 42.88
CSA VictoryShares US Small Cap Volatility Wtd ETF 0.297527 66.1625
CSB VictoryShares US Small Cap High Div Volatility Wtd ETF 1.39971 57.83
CSF VictoryShares US Discovery Enhanced Volatility Wtd ETF 0.298149 51.03
CSML IQ Chaikin U.S. Small Cap ETF 0.29 34.9484
DGRS WisdomTree U.S. SmallCap Quality Dividend Growth Fund 0.0267492 50.08
DIVB iShares U.S. Dividend and Buyback ETF 0.01568 51.88
DMRS DeltaShares S&P 600 Managed Risk ETF 0.18 53.4943
DTD WisdomTree U.S. Total Dividend Fund 0.0002727 83.79
EWSC Invesco S&P SmallCap 600 Equal Weight ETF 0.2 67.42
EWUS iShares MSCI United Kingdom Small-Cap ETF 0.63621 41.07
EYLD Cambria Emerging Shareholder Yield ETF 0.7 37.58
FAB First Trust Multi Cap Value AlphaDEX Fund 0.2 86.125
FLQS Franklin LibertyQ U.S. Small Cap Equity ETF 0.47 43.46
FNK First Trust Mid Cap Value AlphaDEX Fund 0.65 54.45
FYX First Trust Small Cap Core AlphaDEX Fund 0.28 110.225
GSSC Goldman Sachs ActiveBeta U.S. Small Cap Equity ETF 0 76.02
IDEV iShares Core MSCI International Developed Markets ETF 0.01607 80.58
IMTB iShares Core 5-10 Year USD Bond ETF 0.00689 44.35
ISCF iShares MSCI Intl Small-Cap Multifactor ETF 0.52 40.84
IUSB iShares Core Total USD Bond Market ETF 0.00178 46.89
JHSC John Hancock Multifactor Small Cap ETF 0.08 42.15
ISCB iShares Morningstar Small-Cap ETF 0.09501 64.406
ISCG iShares Morningstar Small-Cap Growth ETF 0.04977 55.68
ISCV iShares Morningstar Small-Cap Value ETF 0.19348 66.885
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 0.27 50.44
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 0.12 83.75
JSML Janus Henderson Small Cap Growth Alpha ETF 0.46 75.93
LKOR FlexShares Credit-Scored US Long Corporate Bond Index Fund 0.0551 43.78
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 0.02 36.88
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 0.06 55.91
MMTM SPDR S&P 1500 Momentum Tilt ETF 0.011493 282.941
MRGR ProShares Merger ETF 4.3946 44.405
NAIL Direxion Daily Homebuilders & Supplies Bull 3X Shares 0.863877 64.66
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 0.1176 63.51
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 0.001 44.38
OUSM O’Shares U.S. Small-Cap Quality Dividend ETF 0.0071 44.14
PBSM Invesco PureBeta MSCI USA Small Cap ETF 0.059 31.9152
PEZ Invesco DWA Consumer Cyclicals Momentum ETF 1.794 99.83
PSC Principal U.S. Small-Cap Multi-Factor ETF 0.175614 57.23
PWC Invesco Dynamic Market ETF 0.357 37.8843
RNMC First Trust Mid Cap US Equity Select ETF 0.29 31.68
RNSC First Trust Small Cap US Equity Select ETF 0.32 32.3108
RODM Hartford Multifactor Developed Markets (ex-US) ETF 0.173265 35.39
RWJ Invesco S&P SmallCap 600 Revenue ETF 0.386 48.31
RYJ Invesco Raymond James SB-1 Equity ETF 0.53 65.3643
RZV Invesco S&P SmallCap 600 Pure Value ETF 0.571 118.11
SAA ProShares Ultra SmallCap600 0.111309 25.535
SDVY First Trust SMID Cap Rising Dividend Achievers ETF 1.15 37.51
SMLV SPDR SSGA US Small Cap Low Volatility Index ETF 0.056209 128.245
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund 0.0081 88.96
TUSA First Trust Dividend Strength ETF 0.06 46.1232
USVM VictoryShares USAA MSCI USA Small Cap Value Momentum ETF 0.46935 90.62
VFVA Vanguard U.S. Value Factor ETF 0.19 126.09
VIOO Vanguard S&P Small-Cap 600 Index Fund 0.31 111.03
VIOV Vanguard S&P Small-Cap 600 Value Index Fund 0.63 95.49
VLU SPDR S&P 1500 Value Tilt ETF 0 203.805
VTWG Vanguard Russell 2000 Growth Index Fund 0.05 244.39
VTWO Vanguard Russell 2000 Index Fund 0.14 101.2
XSHD Invesco S&P SmallCap High Dividend Low Volatility ETF 2.165 13.225
IUSS Invesco RAFI Strategic US Small Company ETF 0.13 33.58
VETS Pacer Military Times Best Employers ETF 1.94 38.62
BNDW Vanguard Total World Bond ETF 0 70.045
XSC.TO iShares Conservative Short Term Strategic Fixed Income ETF 0 18.05
XSE.TO iShares Conservative Strategic Fixed Income ETF 0 18.08
XTR.TO iShares Diversified Monthly Income ETF 0 11.75
XEU.TO iShares MSCI Europe IMI Index ETF 0.01886 36.89
XSI.TO iShares Short Term Strategic Fixed Income ETF 0 17.21
VTSIX Vanguard Tax-Managed Funds - Vanguard Tax-Managed Small-Cap Fund 0.32 96.86
VTMSX Vanguard Tax Managed Small Cap Fund 0.32 96.64
VITNX Vanguard Institutional Total Stock Market Index Fund Institutional Shares 0.01 111.18
VITPX Vanguard Institutional Total Stock Market Index Fund Institutional Plus Shares 0.01 111.16
VBAIX Vanguard Balanced Index Fund Institutional Shares 0.00262 52.49
VBIAX Vanguard Balanced Index Fund Admiral Shares 0.00262 52.48
VBINX Vanguard Balanced Index Fund Investor Shares 0.00262 52.49
XSVM Invesco S&P SmallCap Value with Momentum ETF 1.045 56.205
IGLB iShares 10+ Year Investment Grade Corporate Bond ETF 0.00619 51.95
AFSM First Trust Active Factor Small Cap ETF 0.34 32.24
FSMD Fidelity Small-Mid Factor ETF 0.16 43.59
ROSC Hartford Multifactor Small Cap ETF 0.86267 45.0747
SCHJ Schwab 1-5 Year Corporate Bond ETF 0.0111099 24.955
SCHI Schwab 5-10 Year Corporate Bond ETF 0.0152289 23.15
XSMO Invesco S&P SmallCap Momentum ETF 1.513 73.62
XEF.TO iShares Core MSCI EAFE IMI Index ETF 0.01363 45.92
ESGV Vanguard ESG U.S. Stock ETF 0.01 118.13
IEFN iShares Evolved U.S. Financials ETF 0.03 31
JCPB JPMorgan Core Plus Bond ETF 0 47.71
ESML iShares ESG Aware MSCI USA Small-Cap ETF 0.06248 45.655
BBEU JPMorgan BetaBuilders Europe ETF 0.02 70.14
SLT Pacer Salt High truBeta US Market ETF 1.94 39.22
LSLT Pacer Salt Low truBeta US Market ETF 1.61 32
BBIN JPMorgan BetaBuilders International Equity ETF 0.02 70.57
RYLD Global X Russell 2000 Covered Call ETF 0.12 15.375
AVUV Avantis U.S. Small Cap Value ETF 0.14 99.13
AVUS Avantis U.S. Equity ETF 0.01 108.36
HOMZ The Hoya Capital Housing ETF 1.72 45.7
PQSV PGIM ETF Trust - PGIM QMA Strategic Alpha Small-Cap Value ETF 0.11 66.2468
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 0.11 104.73
STSB iShares Factors US Small Blend Style ETF 0.03 22.13
XBAL.TO iShares Core Balanced ETF Portfolio 0 33.33
XCNS.TO iShares Core Conservative Balanced ETF Portfolio 0 25.38
XGRO.TO iShares Core Growth ETF Portfolio 0 34.66
XINC.TO iShares Core Income Balanced ETF Portfolio 0 21.36
DFAU Dimensional US Core Equity Market ETF 0.0131699 45.665
GLRY Inspire Faithward Mid Cap Momentum ESG ETF 2.09 37.095
SMLE Xtrackers S&P SmallCap 600 ESG ETF 0.469094 27.12
SVAL iShares US Small Cap Value Factor ETF 0.54921 33.41
XJR iShares ESG Screened S&P Small-Cap ETF 0.36215 42.4622
GCOR Goldman Sachs Access U.S. Aggregate Bond ETF 0.02 41.8926
DFUS Dimensional U.S. Equity ETF 0.00878413 72.41
DFAT Dimensional U.S. Targeted Value ETF 0.114274 57.68
DFAS Dimensional U.S. Small Cap ETF 0.00452667 68.667
DFAC Dimensional U.S. Core Equity 2 ETF 0.00008673 38.45
EUNX.DE iShares US Aggregate Bond UCITS ETF USD (Dist) 0.0003 82.858
IBCQ.DE iShares Global Corp Bond EUR Hedged UCITS ETF (Dist) 0.00129 88.23
IS0X.DE iShares Global Corp Bond UCITS ETF USD (Dist) 0.00153 78.446
VUCE.DE Vanguard USD Corporate Bond UCITS ETF 0.01482 52.59
VTSAX Vanguard Total Stock Market Index Fund 0.01 159.12
IWIN Amplify Inflation Fighter ETF 1.68 27.805
AVSU Avantis Responsible U.S. Equity ETF 0.01 73.5
NTKI Nationwide Russell 2000 Risk-Managed Income ETF 0.06 19.0104
IUAE.L iShares US Aggregate Bond UCITS ETF 0.0003 4.876
IUAG.L iShares US Aggregate Bond UCITS ETF USD (Dist) 0.0003 96.43
SUOP.L iShares $ Corp Bond ESG UCITS ETF 0.00406 4.292
VDPA.L Vanguard USD Corporate Bond UCITS ETF 0.01482 61.21
VGPA.L Vanguard USD Corporate Bond UCITS ETF 0.01482 49.86
WSML.L iShares MSCI World Small Cap UCITS ETF 0.04405 8.877
SMIG AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 2.31 29.28
VBTIX Vanguard Total Bond Market Index Fund 0.00348 9.84
VSCIX Vanguard Small-Cap Index Fund Institutional Shares 0.06 122.42
VIEIX Vanguard Extended Market Index Fund Institutional Shares 0.05 160.36
VITSX Vanguard Total Stock Market Index Fund 0.01 159.14
SWAGX Schwab U.S. Aggregate Bond Index Fund 0.00282768 9.1
DFSV Dimensional US Small Cap Value ETF 0.00620169 31.7
DFUV Dimensional US Marketwide Value ETF 0.0010079 44.58
EWSA.AS iShares MSCI World Small Cap ESG Enhanced UCITS ETF 0.01717 5.9609
ISP6.L iShares S&P Small Cap 600 UCITS ETF USD (Dist) 0.34204 7230
AGED.L iShares Ageing Population UCITS ETF 0.26 9.115
ICBU.L iShares $ Intermediate Credit Bond UCITS ETF 0.00215 4.9685
AGBP.L iShares Core Global Aggregate Bond UCITS ETF 0.00019 4.6815
CORC.SW iShares Global Corp Bond UCITS ETF 0.00152 4.7699
AGUG.AS iShares Core Global Aggregate Bond UCITS ETF 0.00019 4.576
AGGU.L iShares Core Global Aggregate Bond UCITS ETF 0.00019 5.803
AGGG.L iShares Core Global Aggregate Bond UCITS ETF 0.00019 4.4655
IUAA.L iShares US Aggregate Bond UCITS ETF 0.0003 5.726
CORP.L iShares Global Corp Bond UCITS ETF USD (Dist) 0.00153 91.33
CRPA.L iShares Global Corp Bond UCITS ETF 0.00153 5.951
SUOA.AS iShares $ Corp Bond ESG UCITS ETF USD Acc 0.00406 5.2757
CRPU.L iShares Global Corp Bond UCITS ETF 0.00153 6.209
IUGA.L iShares US Aggregate Bond UCITS ETF 0.0003 4.44075
VUCP.DE Vanguard USD Corporate Bond UCITS ETF 0.01482 41.795
CRHG.L iShares Global Corp Bond UCITS ETF GBP Hedged (Dist) 0.00153 4.64275
NAESX Vanguard Small Cap Index Fund 0.06 122.41
VBTLX Vanguard Total Bond Market Index Fund Admiral Shares 0.00348 9.84
STXK Ea Series Trust - Strive 2000 ETF 0.21 33.575
DFSU Dimensional US Sustainability Core 1 ETF 0.0247381 42.25
IUSN.DE iShares MSCI World Small Cap UCITS ETF 0.04405 7.628
ESIX SPDR S&P SmallCap 600 ESG ETF 0.560086 31.185
VSIAX Vanguard Small-Cap Value Index Fd Admiral 0.11 89.21
VFSAX Vanguard FTSE All-World ex-US Small-Cap Index Fund Admiral Shares 0.08 34.91
VHYAX Vanguard High Dividend Yield Index Fund Admiral Shares 0.02 42.36
VCDAX Vanguard Consumer Discretionary Index Fund Admiral Shs 0.1 200.38
SWTSX Schwab Total Stock Market Index Fd Select Shs a Series of Schwab Capit 0.00730681 16.12
VEXAX Vanguard Extended Market Index Fd Admiral Shs 0.05 160.38
VICSX Vanguard IT Corporate Bond Index Fund Admiral Shs 0.01264 22.76
5UOA.DE iShares $ Corp Bond ESG UCITS ETF USD Acc 0.00406 4.5348
VBLAX Vanguard Long-Term Bond Index Fund Admiral Shares 0.02205 10.87
VAGP.L Vanguard Funds Public Limited Company - Vanguard Global Aggregate Bond UCITS ETF 0.00167 22.8625
CUSS.L iShares VII PLC - iShares MSCI USA Small Cap ESG Enhanced UCITS ETF USD (Acc) 0.02794 582.1
SFLNX Schwab Fundamental US Lg Company Index Fund Insti Shs 0.0223191 31.22
SXRF.DE iShares $ Intermediate Credit Bond UCITS ETF 0.00215 4.2736
VUCP.L Vanguard Funds Public Limited Company - Vanguard USD Corporate Bond UCITS ETF 0.01482 36.32
SXRG.DE iShares VII PLC - iShares MSCI USA Small Cap ESG Enhanced UCITS ETF USD (Acc) 0.02794 499.8
EUNA.DE iShares Core Global Aggregate Bond UCITS ETF 0.00019 4.957
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 0.19 76.51
IUS3.DE iShares S&P Small Cap 600 UCITS ETF USD (Dist) 0.34204 83.18
36BE.DE iShares $ Corp Bond ESG UCITS ETF 0.00406 3.8119
IDP6.L iShares S&P Small Cap 600 UCITS ETF USD (Dist) 0.2 96.73
CRPS.L iShares Public Limited Company - iShares Global Corp Bond UCITS ETF 0.00153 68.06
36B7.DE iShares Global Corp Bond UCITS ETF 0.00153 4.3035
AEGG.L iShares Global Aggregate Bond ESG UCITS ETF 0.00126 4.93225
SXRD.DE iShares VII PLC - iShares MSCI UK Small Cap UCITS ETF GBP (Acc) 0.6493 295.15
HLGE Hartford Longevity Economy ETF 0.112044 31.935
2B77.DE iShares Ageing Population UCITS ETF 0.25853 7.816
VDCP.L Vanguard Funds Public Limited Company - Vanguard USD Corporate Bond UCITS ETF 0.01482 48.63
VCPA.L Vanguard USD Corporate Bond UCITS ETF 0.01482 45.6975
WLDS.L iShares MSCI World Small Cap UCITS ETF 0.03 6.642
VSMAX Vanguard Small Cap Index Fd Admiral Shs 0.06 122.42
VSCSX Vanguard ST Corporate Bond Index Fund Admiral Shs 0.01569 21.77
USFM.L UBS (Irl) ETF plc - MSCI USA Select Factor Mix UCITS ETF (USD) A-dis 0.01 2823
EUNU.DE iShares Core Global Aggregate Bond UCITS ETF 0.00019 3.8378
SWSSX Schwab Small-Cap Index Fund-Select Shares 0.140329 40.41
SUAG.L iShares US Aggregate Bond UCITS ETF USD (Dist) 0.0003 72
VAGS.L Vanguard Funds Public Limited Company - Vanguard Global Aggregate Bond UCITS ETF 0.00167 25.79
VBILX Vanguard Intermediate-Term Bond Index Fund Admiral Shares 0.0096 10.63
VLTCX Vanguard LT Corporate Bond Index Fund Admiral Shs 0.01647 21.01
USUE.DE UBS (Irl) ETF plc - MSCI USA Select Factor Mix UCITS ETF (USD) A-acc 0.01 36.385
VTWAX Vanguard Total World Stock Index Fund Admiral Shares 0 48.59
AGGE.AS Ishares III Public Limited Company - Ishares Global Aggregate Bond ESG UCITS ETF 0.00126 4.147
CUKS.L iShares VII PLC - iShares MSCI UK Small Cap UCITS ETF GBP (Acc) 0.68 25682.5
TRPL Pacer Metaurus US Large Cap Dividend Multiplier 300 ETF 1.94 41.14
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 0.375 28
JKJ iShares Morningstar Small-Cap ETF 0.07 231.193
AVSC Avantis U.S. Small Cap Equity ETF 0.24 57.93
PLTL Principal US Small-Cap Adaptive Multi-Factor ETF 0.32652 22.145
ISVL iShares International Developed Small Cap Value Factor ETF 0.48602 45.055
CLU.TO iShares US Fundamental ETF (CAD-H) Comm 0.01922 31.06
JKL iShares Morningstar Small-Cap Value ETF 0.14 172.726
VBMFX Vanguard Total Bond Market Index Fund Investor Shares 0.00348 9.84
BBAG JPMorgan BetaBuilders U.S. Aggregate Bond ETF 0.01 46.82
36BA.DE iShares $ Corp Bond ESG UCITS ETF 0.00406 4.1091
CBUG.DE iShares MSCI World Small Cap ESG Enhanced UCITS ETF 0.01717 5.121
BBCB JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF 0.06 46.41
CRPH.SW iShares Global Corp Bond EUR Hedged UCITS ETF (Dist) 0.00129 86.38
AGGD.AS iShares Global Aggregate Bond ESG UCITS ETF 0.00126 5.5107
SUOU.AS iShares $ Corp Bond ESG UCITS ETF 0.00406 4.4352
FVI First Trust Total US Market AlphaDEX ETF 0.05 8
JPSV Jpmorgan Active Small Cap Value ETF 0.55 57.62
HAPS Harbor ETF Trust - Harbor Corporate Culture Small Cap ETF 0.0110524 31.2562
CAFG Pacer US Small Cap Cash Cows Growth Leaders ETF 1.61 25.58
VCF.AX Vanguard International Credit Securities Index (Hedged) ETF 0.00452 39.6
IHCB.AX iShares Core Global Corporate Bond (AUD Hedged) ETF 0.01 92.76
VBND.AX Vanguard Global Aggregate Bond Index (Hedged) ETF 0.00183 42.7
VEFI.AX Vanguard Ethically Conscious Global Aggregate Bond Index (Hedged) ETF 0.01071 43.16
IJR.AX iShares S&P Small-Cap ETF 0.2646 183.19
SPDG SPDR Series Trust 0.040547 39.73
DCOR Dimensional ETF Trust 0.00958522 71.69
VEMPX Vanguard Extended Market Index InstlPlus 0.05 395.75
VBMPX Vanguard Total Bond Market Idx InstlPls 0.00348 9.84
FESM 0.05 37.27
CSUSS.MI iShares VII PLC - iShares MSCI USA Small Cap ESG Enhanced UCITS ETF USD (Acc) 0.02794 501.31
SHIR.SW iShares Global Aggregate Bond ESG UCITS ETF 0.00126 4.3427
AEGE.MI iShares Global Aggregate Bond ESG UCITS ETF 0.00126 4.633
USFMDN.MX UBS (Irl) ETF Public Limited Company - MSCI USA Select Factor Mix UCITS ETF 0.01 382
VTBNX Vanguard Total Bond Market II Idx I 0.00549 9.71
SFLO VictoryShares Small Cap Free Cash Flow ETF 1.1835 28.56
VSMPX Vanguard Total Stock Mkt Idx Instl Pls 0.01 298.53
QSML WisdomTree U.S. SmallCap Quality Growth Fund 0.0082081 28.175
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