Profile
NVST LH CON BBNX KDLY NEUE
Company Name Envista Holdings Corp Labcorp Holdings Inc. Concentra Group Holdings Parent, Inc. Beta Bionics, Inc. Kindly MD, Inc. NeueHealth, Inc.
Sector Healthcare Healthcare Healthcare Healthcare Healthcare Healthcare
Industry Medical - Equipment & Services Medical - Equipment & Services Medical - Equipment & Services Medical - Equipment & Services Medical - Equipment & Services Medical - Equipment & Services
Market Cap $3.49B $23.11B $2.84B $1.10B $68.05M $60.10M
Employees 12.30K 60.90K 8.76K 0.35K 0.02K 0.99K
CEO Paul A. Keel Adam H. Schechter William Keith Newton Sean T. Saint PE Timothy Pickett George Lawrence Mikan III
Ratings
NVST LH CON BBNX KDLY NEUE
Quant Rating Score 3 3 3 2 1 2
Quant Rating Neutral Neutral Neutral Sell Strong Sell Sell
Trading
NVST LH CON BBNX KDLY NEUE
Last Close $21.01 $277.95 $22.15 $26.41 $11.3 $6.66
High 52 $22.33 $279.89 $23.8 $26.41 $24.94 $7.54
Low 52 $14.78 $212.04 $19.47 $9.71 $0.83 $3.82
Price vs. 52 Week High -5.91 % -0.69 % -6.93 % 0 % -54.69 % -11.67 %
Price vs. 52 Week Low 42.15 % 31.08 % 13.76 % 171.99 % 1261.45 % 74.35 %
Total Return
NVST LH CON BBNX KDLY NEUE
1 Month Return 0.91 % 2.44 % -5.3 % 58.43 % 0 % -0.92 %
3 Month Return 13.88 % 6.45 % 3.26 % 38.34 % -18.53 % -2.77 %
6 Month Return 26.19 % 16.04 % 6.54 % 80.03 % 653.33 % 31.1 %
9 Month Return 7.91 % 19.8 % 8.05 % 0 % 769.23 % 29.07 %
YTD Return 8.92 % 21.21 % 11.98 % 0 % 811.29 % -10.24 %
1 Year Return 8.24 % 25.7 % -4.2 % 0 % 789.83 % 26.5 %
3 Year Return 0 % 0 % 0 % 0 % 0 % 0 %
5 Year Return 0 % 0 % 0 % 0 % 0 % 0 %
Dividends
NVST LH CON BBNX KDLY NEUE
Dividend Yield Percentage (TTM) - 1.04 % 1.13 % - - -
Dividend Paid and Capex Coverage Ration (TTM) 8.54 % 2.51 % 0.16 % -12.51 % -14.31 % -17.02 %
Dividend Per Share (TTM) - 2.88 % 0.25 % - - -
Payout Ratio (TTM) - 31.71 % 1044.5 % - - -
Growth
NVST LH CON BBNX KDLY NEUE
Asset Growth -18.99 % 1.34 % -55.58 %
Gross Profit Growth -5.36 % 20.16 % 18.45 %
Revenue Growth -2.18 % 3.38 % -19.31 %
Revenue 3 Year -6.32 % 8.4 % -40.86 %
Revenue 5 Year -27.83 % 8.4 % 217.29 %
Revenue 10 Year -19.08 % 8.4 % 581.73 %
EBIT Growth -12315.29 % 5.01 % 86.33 %
Net Income Growth -1016.37 % -7.45 % 88.3 %
Net Income 3 Yeari Growth Per Share -497.4 % -21.22 % 89.14 %
Net Income 5 Yeari Growth Per Share -506.59 % -21.22 % -2.17 %
Net Income 10 Yeari Growth Per Share -469.22 % -21.22 % -104.42 %
Operating Income Growth -3395.87 % 6.05 % 81.38 %
Operating Cash Flow Growth (CFG) 22.05 % 17.23 % 95.48 %
Operating 3 Year CFG -19.52 % -6.62 % -243.45 %
Operating 5 Year CFG -33.04 % -6.62 % -1327.3 %
Operating 10 Year CFG -27.55 % -6.62 % -333.35 %
EPS Growth -983.33 % -8.45 % 84.99 %
EPS Diluted Growth -983.33 % -8.45 % 84.99 %
Book Value Per Share -31.85 % -77.84 % -46.63 %
Share Holder 3 Year Equity Growth Per Share -32.29 % - -136.26 %
Share Holder 5 Year Equity Growth Per Share -34.43 % - -167.91 %
Share Holder 10 Year Equity Growth Per Share - - -
Dividend Per Share Growth - 24780.58 % -
Dividend 3 Year Growth Per Share - 22616.4 % -
Dividend 5 Year Growth Per Share - 22616.4 % -
Dividend 10 Year Growth Per Share - 22616.4 % -
Debt Growth -6.4 % 115.62 % -44.75 %
Free Cash Flow Growth 39.17 % 27.5 % 95.4 %
Updated On 31 Dec 2024 31 Dec 2024 31 Dec 2024
Profitability
NVST LH CON BBNX KDLY NEUE
Gross Profit Margin TTM 54.68 % 28.14 % 29.92 % 53.93 % 98.72 % 24.21 %
Return on Assets TTM 0.95 % 4.23 % 5.25 % -22.23 % -55.28 % -12.82 %
Return on Equity TTM 1.77 % 9.25 % 49.64 % -40.52 % -132.16 % 21.74 %
Return on Capital Employed TTM 3.49 % 7.76 % 9 % -20.14 % -58.57 % 18.12 %
Net Income Per EBT TTM 46.46 % 78.35 % 71.08 % 100 % 100 % 156.67 %
EBT Per Ebit TTM 68.12 % 81.8 % 93.09 % 117.34 % 99.31 % 204 %
EBIT Per Revenue TTM 6.66 % 8.83 % 11.25 % -80.14 % -245.8 % -3.35 %
Cash Flow To Debt Ratio TTM 18.3 % 25.87 % 49.22 % -859.29 % -999.66 % -6994.4 %
Receivables Turnover TTM 6.04 5.92 7.38 6.85 299.78 2.38
Payables Turnover TTM 6.73 12.22 36.57 10.5 0.08 6.54
Inventory Turnover TTM 4.1 19.07 - 2.07 26.52 -
Fixed Asset Turnover TTM 595.22 % 430.27 % 289.24 % 624.03 % 355.84 % 7634.09 %
Asset Turnover TTM 45.07 % 74.66 % 70.6 % 23.65 % 22.65 % 119.73 %
Operating Cash Flow Per Share TTM 1.73 20.28 2.05 -1.32 -0.82 -7.99
Free Cash Flow Per Share TTM 1.53 15.11 1.48 -1.43 -0.88 -8.46
Cash Per Share TTM 657.16 % 775.21 % 58.33 % 575.52 % 88.37 % 1663.59 %
Operating Cash Flow Sales Ratio TTM 11.44 % 12.56 % 12.94 % -73.65 % -249.48 % -7.85 %
Free Cash Flow Operating Cash Flow Ratio TTM 88.29 % 74.5 % 71.97 % 107.99 % 106.99 % 105.87 %
Cash Flow Coverage Ratios TTM 18.3 % 25.87 % 49.22 % -859.29 % -999.66 % -6994.4 %
Price To Free Cash Flows Ratio TTM 13.54 18.32 15.19 -17.75 -5.02 -0.81
Price To Operating Cash Flows Ratio TTM 12.16 13.71 10.8 -19.14 -4.81 -0.83
Price Cash Flow Ratio TTM 12.16 13.71 10.8 -19.14 -4.81 -0.83
Income Statement (TTM)
NVST LH CON BBNX KDLY NEUE
Revenue $2.51B $13.01B $1.9B $0.07B $0B $0.94B
Gross Profit $1.37B $3.62B $0.53B $0.04B $0B $0.19B
Gross Profit Ratio 54.68% 27.86% 27.79% 55.11% 96.96% 20.77%
EBITDA $-0.88B $1.81B $0.37B $-0.04B $-0B $-0.07B
Net Income $-1.12B $0.75B $0.17B $-0.05B $-0B $-0.13B
EPS Diluted -6.5 8.84 1.3 -8.6 -0.67 -22.65
Balance Sheet (MRQ)
NVST LH CON BBNX KDLY NEUE
Long Term Debt $1.4B $6.08B $1.87B $0.01B $0B $0.2B
Total Liabilities $2.42B $10.31B $2.22B $0.07B $0B $0.93B
Total Equity $2.93B $8.07B $0.3B $0.08B $0B $-0.39B
Total Investments $0B $0.02B $0B $0.07B $0B $0.01B
Total Debt $1.55B $7.27B $1.95B $0.01B $0B $0.2B
Total Assets $5.35B $18.38B $2.52B $0.15B $0B $0.54B
Cash Flow Statement (TTM)
NVST LH CON BBNX KDLY NEUE
Net Income $-1.12B $0.75B $0.17B $-0.05B $-0B $-0.1B
Inventory $0B $-0.01B $0B $-0.01B $0B $0B
Dividends Paid $0B $-0.24B $-1.54B $0B $0B $0B
Operating Cash Flow $0.34B $1.59B $0.27B $-0.05B $-0B $-0.12B
Capital Expenditure $-0.03B $-0.49B $-0.06B $-0B $-0B $-0B
Related Stocks
Ticker Name Price
BBNX Beta Bionics, Inc. Common Stock 26.41
CON Concentra Group Holdings Parent, Inc. 22.15
KDLY Kindly MD, Inc. Common Stock 11.3
LH Laboratory Corporation of America Holdings 277.95
NAKA KindlyMD, Inc. 2.78
NEUE NeueHealth, Inc. 6.66
PFSA Profusa, Inc. Common Stock 0.3935
ETFs With Exposure to NVST
Ticker ETF Name Weight Percentage Price
VTI Vanguard Total Stock Market Index Fund 0.00538 324.31
IWD iShares Russell 1000 Value ETF 0.01242 202.63
SCHB Schwab U.S. Broad Market ETF 0.00585647 25.41
VT Vanguard Total World Stock Index Fund 0.00317 136.6
IJH iShares Core S&P Mid-Cap ETF 0.12 65.78
ITOT iShares Core S&P Total U.S. Stock Market ETF 0.00604 143.97
IWB iShares Russell 1000 ETF 0.00588 361.49
FLOW SPX FLOW, Inc. 0.22 35.01
VB Vanguard Small Cap Index Fund 0.04973 255.41
SCHA Schwab U.S. Small-Cap ETF 0.0912467 27.7
NUV Nuveen Municipal Value Fund, Inc. 0.29 8.92
IUSV iShares Core S&P U.S. Value ETF 0.01366 98.91
SCHM Schwab U.S. Mid-Cap ETF 0.0702375 29.83
MDY SPDR S&P MIDCAP 400 ETF Trust 0.115999 600.62
PRF Invesco FTSE RAFI US 1000 ETF 0.018 44.85
DEUS Xtrackers Russell US Multifactor ETF 0.012825 58.36
IWR iShares Russell Mid-Cap ETF 0.02847 96.71
IWS iShares Russell Mid-Cap Value ETF 0.03797 139.41
IWV iShares Russell 3000 ETF 0.00547 374.42
NVG Nuveen AMT-Free Municipal Credit Income Fund 0.29 12.37
SPMD SPDR Portfolio S&P 400 Mid Cap ETF 0.116383 57.65
EZM WisdomTree U.S. MidCap Earnings Fund 0.06653 66.29
FNDB Schwab Fundamental U.S. Broad Market Index ETF 0.0167813 25.5
VHT Vanguard Health Care Index Fund 0.05871 256.92
VXF Vanguard Extended Market Index Fund 0.04274 208.84
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF 0.005803 79.71
FNDA Schwab Fundamental U.S. Small Company Index ETF 0.237481 31.44
IHI iShares U.S. Medical Devices ETF 0.4229 61.27
IJJ iShares S&P Mid-Cap 400 Value ETF 0.24 131.1
MDYV SPDR S&P 400 Mid Cap Value ETF 0.246026 84.24
FPX First Trust US Equity Opportunities ETF 0.25 158.75
VTHR Vanguard Russell 3000 Index Fund 0.00493 290.902
VBR Vanguard Small Cap Value Index Fund 0.08764 210.09
SCHK Schwab 1000 Index ETF 0.00549268 31.75
VONV Vanguard Russell 1000 Value Index Fund 0.01134 88.94
AIEQ AI Powered Equity ETF 0.26 44.43
RFV Invesco S&P MidCap 400 Pure Value ETF 0.503 130.685
FHLC Fidelity MSCI Health Care Index ETF 0.0612291 66.2
FNX First Trust Mid Cap Core AlphaDEX Fund 0.08 125.146
FTLS First Trust Long/Short Equity ETF -0.11 68.78
MVV ProShares Ultra MidCap400 0.086214 70.18
PTMC Pacer Trendpilot US Mid Cap ETF 0.12 35.97
TILT FlexShares Morningstar US Market Factors Tilt Index Fund 0.0131 240.245
RWK Invesco S&P MidCap 400 Revenue ETF 0.106 127.48
EWMC Invesco S&P MidCap 400 Equal Weight ETF 0.252 89.7636
AFTY Pacer CSOP FTSE China A50 ETF 0.38 16.2826
CALF Pacer US Small Cap Cash Cows 100 ETF 0.38 43.55
COWZ Pacer US Cash Cows 100 ETF 0.22 57.22
DMRM DeltaShares S&P 400 Managed Risk ETF 0.28 55.2224
EQAL Invesco Russell 1000 Equal Weight ETF 0.094 51.98
FAB First Trust Multi Cap Value AlphaDEX Fund 0.05 87.6815
FNK First Trust Mid Cap Value AlphaDEX Fund 0.16 55.9002
FTHI First Trust BuyWrite Income ETF 0.32 23.66
FXH First Trust Health Care AlphaDEX Fund 0.45 109.17
ICVT iShares Convertible Bond ETF 0.16723 97.28
IPO Renaissance IPO ETF 1.28 52.06
IVOO Vanguard S&P Mid-Cap 400 Index Fund 0.10749 111.3
IVOV Vanguard S&P Mid-Cap 400 Value Index Fund 0.2301 101.36
IYH iShares U.S. Healthcare ETF 0.06865 58.25
IYY iShares Dow Jones U.S. ETF 0.00586 160.5
JHMH John Hancock Multifactor Health Care ETF 0.22 45.4169
JHSC John Hancock Multifactor Small Cap ETF 0.14 41.94
ISCB iShares Morningstar Small-Cap ETF 0.06697 63.62
ISCG iShares Morningstar Small-Cap Growth ETF 0.04751 53.91
ISCV iShares Morningstar Small-Cap Value ETF 0.13502 67.15
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 0.05 108.9
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 0.03 55.885
MIDU Direxion Daily Mid Cap Bull 3X Shares 0.0758606 51.83
MMTM SPDR S&P 1500 Momentum Tilt ETF 0.006799 283.71
NUSC Nuveen ESG Small-Cap ETF 0.05 43.75
NUW Nuveen AMT-Free Municipal Value Fund 0.29 14.09
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 0.059 59.79
ONEO SPDR Russell 1000 Momentum Focus ETF 0.012798 129.77
ONEV SPDR Russell 1000 Low Volatility Focus ETF 0.033687 134.4
PBSM Invesco PureBeta MSCI USA Small Cap ETF 0.141 31.9152
RXL ProShares Ultra Health Care 0.04 41.84
SMLF iShares MSCI USA Small-Cap Multifactor ETF 0.07 74.32
SMLV SPDR SSGA US Small Cap Low Volatility Index ETF 0.198445 132.225
SMMD iShares Russell 2500 ETF 0.05276 73.7
SQLV Royce Quant Small-Cap Quality Value ETF 0.56 43.166
TUSA First Trust Dividend Strength ETF 0.05 46.1232
UMDD ProShares UltraPro MidCap400 0.0736225 26.18
USEQ Invesco Russell 1000 Enhanced Equal Weight ETF 0.17 32.4249
USLB Invesco Russell 1000 Low Beta Equal Weight ETF 0.24 35.72
USMF WisdomTree U.S. Multifactor Fund 0.29 52.07
USVM VictoryShares USAA MSCI USA Small Cap Value Momentum ETF 0.317072 89.9111
VFVA Vanguard U.S. Value Factor ETF 0.116 128.4
VLU SPDR S&P 1500 Value Tilt ETF 0.015748 203.35
VONE Vanguard Russell 1000 Index Fund 0.00535 299.116
XHE SPDR S&P Health Care Equipment ETF 2.02365 80.62
IUSS Invesco RAFI Strategic US Small Company ETF 0.18 33.58
VETS Pacer Military Times Best Employers ETF 0.5 38.62
XAW.TO iShares Core MSCI All Country World ex Canada Index ETF 0 49.76
XUU.TO iShares Core S&P U.S. Total Market Index ETF 0.01 67.21
XUH.TO iShares Core S&P U.S. Total Market Index ETF (CAD-Hedged) 0.01 53.45
XTR.TO iShares Diversified Monthly Income ETF 0 11.645
XMC.TO iShares S&P U.S. Mid-Cap Index ETF 0.12 34.91
XMH.TO iShares S&P U.S. Mid-Cap Index ETF (CAD-Hedged) 0.12 29.07
PXS.TO Invesco FTSE RAFI U.S. Index ETF II CAD 0.0176 54.13
VVL.TO Vanguard Global Value Factor ETF 0.09661 59.73
VITNX Vanguard Institutional Total Stock Market Index Fund Institutional Shares 0.00555 110.3
VITPX Vanguard Institutional Total Stock Market Index Fund Institutional Plus Shares 0.01 110.28
VTCIX Vanguard Tax-Managed Funds - Vanguard Tax-Managed Capital Appreciation Fund 0.01948 168.6
VTCLX Vanguard Tax-Managed Capital Appreciation Fund 0.03 339.34
VBAIX Vanguard Balanced Index Fund Institutional Shares 0.00342 52.3
VBIAX Vanguard Balanced Index Fund Admiral Shares 0.00342 52.29
VBINX Vanguard Balanced Index Fund Investor Shares 0 52.29
VTMFX Vanguard Tax-Managed Balanced Fund Admiral Shares 0.00256 48.37
REVS Columbia Research Enhanced Value ETF 0.06 27.81
AFSM First Trust Active Factor Small Cap ETF 0.16 32.8096
AFMC First Trust Active Factor Mid Cap ETF 0.25 34.335
AUSF Global X Adaptive U.S. Factor ETF 0.41 46.36
FSMD Fidelity Small-Mid Factor ETF 0.15 44.15
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 0 93.07
XMHQ Invesco S&P MidCap Quality ETF 0.897 105.77
VALT ETFMG Sit Ultra Short ETF 0.29 48.52
DWEQ AdvisorShares Dorsey Wright Alpha Equal Weight ETF 2.1 17.385
ESGV Vanguard ESG U.S. Stock ETF 0.00633 117.18
ESML iShares ESG Aware MSCI USA Small-Cap ETF 0.06397 44.98
IEHS iShares Evolved U.S. Healthcare Staples ETF 0.11 41.3984
SLT Pacer Salt High truBeta US Market ETF 0.5 39.22
LSLT Pacer Salt Low truBeta US Market ETF 0.5 32
AVUS Avantis U.S. Equity ETF 0 107.61
RECS Columbia Research Enhanced Core ETF 0.03 39.46
RESP WisdomTree U.S. ESG Fund 0.08 50.792
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 0.22 36.75
BKMC BNY Mellon US Mid Cap Core Equity ETF 0.13 109.03
BKSE BNY Mellon US Small Cap Core Equity ETF 0.17 109.14
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 0.09 104.96
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 0.45 47.375
VIRS Pacer BioThreat Strategy ETF 0.5 40.025
XBAL.TO iShares Core Balanced ETF Portfolio 0 32.74
XCNS.TO iShares Core Conservative Balanced ETF Portfolio 0 25.09
XEQT.TO iShares Core Equity ETF Portfolio 0 38.34
XGRO.TO iShares Core Growth ETF Portfolio 0 33.9
XINC.TO iShares Core Income Balanced ETF Portfolio 0 21.27
DFAU Dimensional US Core Equity Market ETF 0.00741122 45.24
MIDE Xtrackers S&P MidCap 400 ESG ETF 0.171454 32.655
XJH iShares ESG Screened S&P Mid-Cap ETF 0.13086 44.3
DFUS Dimensional U.S. Equity ETF 0.00561113 71.56
DFAT Dimensional U.S. Targeted Value ETF 0.194687 58.86
DFAS Dimensional U.S. Small Cap ETF 0.0875883 68.55
DFAC Dimensional U.S. Core Equity 2 ETF 0.0227297 38.27
VTSAX Vanguard Total Stock Market Index Fund 0.01 157.86
CDX Simplify High Yield PLUS Credit Hedge ETF -0.201497 22.95
CLSE Convergence Long/Short Equity ETF 0.28 25.81
CUS1.L iShares VII PLC - iShares MSCI USA Small Cap UCITS ETF USD (Acc) 0.05657 42260
PRUS.L Invesco FTSE RAFI US 1000 UCITS ETF 0.0238 36.635
WDSC.L SPDR MSCI World Small Cap UCITS ETF 0.041477 123.83
WSML.L iShares MSCI World Small Cap UCITS ETF 0.03891 8.755
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 0 57.17
JMEE JPMorgan Market Expansion Enhanced Equity ETF 0 63.47
VSCIX Vanguard Small-Cap Index Fund Institutional Shares 0.04973 122.41
VIEIX Vanguard Extended Market Index Fund Institutional Shares 0.04274 158.47
VITSX Vanguard Total Stock Market Index Fund 0.01 157.89
SAEF Schwab Ariel ESG ETF 1.45572 28.65
DFSV Dimensional US Small Cap Value ETF 0.285405 32.28
DFUV Dimensional US Marketwide Value ETF 0.0260384 44.53
FIG Simplify Macro Strategy ETF -0.21824 53.07
EWSA.AS iShares MSCI World Small Cap ESG Enhanced UCITS ETF 0.02798 5.8901
HEAL.L iShares Healthcare Innovation UCITS ETF 0.11 8.11
USSC.L SPDR MSCI USA Small Cap Value Weighted UCITS ETF 0.06932 75.6
SPY4.L SPDR S&P 400 US Mid Cap UCITS ETF 0.116821 101.68
MIDD.L iShares FTSE 250 UCITS ETF 0.06 1995.8
6PSA.DE Invesco FTSE RAFI US 1000 UCITS ETF 0.0238 31.25
UMDV.AS iShares US Medical Devices UCITS ETF 0.2932 6.642
NAESX Vanguard Small Cap Index Fund 0.06 122.38
STXV Ea Series Trust - Strive 1000 Value ETF 0.02 32.225
STXK Ea Series Trust - Strive 2000 ETF 0.17 33.105
DFSU Dimensional US Sustainability Core 1 ETF 0.0181918 42.0542
DSMC Distillate Small/Mid Cash Flow ETF 0.58 36.26
IQSM Iq Candriam ESG U.S. Mid Cap Equity ETF 0.23 34.405
STXG Strive 1000 Growth ETF 0 49.245
IUSN.DE iShares MSCI World Small Cap UCITS ETF 0.03891 7.469
VEVFX Vanguard Explorer Value Fund 0.72 45.81
VSIAX Vanguard Small-Cap Value Index Fd Admiral 0.08764 90.28
SWTSX Schwab Total Stock Market Index Fd Select Shs a Series of Schwab Capit 0.00654407 15.95
VEXAX Vanguard Extended Market Index Fd Admiral Shs 0.04274 158.48
CUSS.L iShares VII PLC - iShares MSCI USA Small Cap ESG Enhanced UCITS ETF USD (Acc) 0.05657 572.9
SFLNX Schwab Fundamental US Lg Company Index Fund Insti Shs 0.0184908 30.95
WOSC.L SPDR MSCI World Small Cap UCITS ETF 0.041477 91.415
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 0.122 30.878
V3AB.L Vanguard Funds Public Limited Company - Vanguard ESG Global All Cap UCITS ETF 0.0052 5.518
SPY4.DE SPDR S&P 400 US Mid Cap UCITS ETF 0.116821 86.82
SNXFX Schwab 1000 Index Fund Investor Shares 0.0073067 14.21
SXRG.DE iShares VII PLC - iShares MSCI USA Small Cap ESG Enhanced UCITS ETF USD (Acc) 0.05657 488.65
V3AM.L Vanguard ESG Global All Cap UCITS ETF 0.0052 5.168
V3AA.L Vanguard Funds Public Limited Company - Vanguard ESG Global All Cap UCITS ETF 0.0052 7.474
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 0.21 73.155
PSRF.L Invesco FTSE RAFI US 1000 UCITS ETF 0.0238 2702.5
ZPRS.DE SPDR MSCI World Small Cap UCITS ETF 0.041477 105.7
ZPRV.DE SPDR MSCI USA Small Cap Value Weighted UCITS ETF 0.06932 64.36
WSCR.L UBS (IRL) ETF PLC 0.17 795.8
WLDS.L iShares MSCI World Small Cap UCITS ETF 0.03891 6.46
V3AL.L Vanguard Funds Public Limited Company - Vanguard ESG Global All Cap UCITS ETF 0.0052 7.005
VSMAX Vanguard Small Cap Index Fd Admiral Shs 0.04973 122.41
TWEIX American Century Equity Income Investor Class 0.8 9.02
USFM.L UBS (Irl) ETF plc - MSCI USA Select Factor Mix UCITS ETF (USD) A-dis 0.01035 2761.5
VHCIX Vanguard HealthCare Index Fund Admiral Shs 0.05871 128.54
USUE.DE UBS (Irl) ETF plc - MSCI USA Select Factor Mix UCITS ETF (USD) A-acc 0.01035 35.54
VTWAX Vanguard Total World Stock Index Fund Admiral Shares 0.00317 48.35
TRPL Pacer Metaurus US Large Cap Dividend Multiplier 300 ETF 0.5 41.14
JKK iShares Morningstar Small-Cap Growth ETF 0.23 307.42
JKJ iShares Morningstar Small-Cap ETF 0.06697 231.193
CLU.TO iShares US Fundamental ETF (CAD-H) Comm 0.02 31.06
JKL iShares Morningstar Small-Cap Value ETF 0.13502 172.726
AVLV Avantis U.S. Large Cap Value ETF 0 72
CBUG.DE iShares MSCI World Small Cap ESG Enhanced UCITS ETF 0.02798 5.035
FVI First Trust Total US Market AlphaDEX ETF 0.11 8
EQLS Simplify Market Neutral Equity Long/Short ETF -0.856488 22.325
CRDT Simplify Exchange Traded Funds - Simplify Opportunistic Income ETF -0.276944 23.93
QIS Simplify Multi-Qis Alternative ETF -0.385532 20.06
IJH.AX iShares S&P Mid-Cap ETF 0.12 49.85
VTS.AX Vanguard US Total Market Shares Index ETF 0.00538 488
VISM.AX Vanguard MSCI International Small Companies Index ETF 0.03705 72.36
VVLU.AX Vanguard Global Value Equity Active ETF 0.05521 77.2
DCOR Dimensional ETF Trust 0.0220237 71.34
AVLC American Century ETF Trust 0 75.64
VEMPX Vanguard Extended Market Index InstlPlus 0.04274 391.07
CSUSS.MI iShares VII PLC - iShares MSCI USA Small Cap ESG Enhanced UCITS ETF USD (Acc) 0.05657 488.72
R1VL.L iShares Russell 1000 Value UCITS ETF 0.00503 33.7475
USFMDN.MX UBS (Irl) ETF Public Limited Company - MSCI USA Select Factor Mix UCITS ETF 0.01035 382
LSEQ Harbor ETF Trust Harbor Long-Sh 0.591233 27.99
GVUS Goldman Sachs ETF Trust - Goldman Sachs MarketBeta Russell 1000 Value Equity ETF 0.01 52.0781
VSMPX Vanguard Total Stock Mkt Idx Instl Pls 0.00538 296.18
SFSNX Schwab Fundamental US Small Company Idx 0.137318 18.89
SWMCX Schwab Capital Trust - Schwab U.S. Mid-Cap Index Fund 0.0284668 14.64
VTWIX Vanguard Total World Stock Index I 0.00317 278.75
MCDS JPMorgan Fundamental Data Science Mid Core ETF 0.24 58.2551
DXUV Dimensional ETF Trust 0.043633 58.15
RFLR Innovator ETFs Trust 0.23 27.425
WUSA WisdomTree US Domestic Economy ETF -0.41003 24.78
WSML iShares MSCI World Small-Cap ETF 0.03903 30.1082
Unlock