Profile
RBA TRI CTAS GPN BIPI ULS
Company Name RB Global, Inc. Thomson Reuters Corporation Cintas Corporation Global Payments Inc. BIP Bermuda Holdings I Limited UL Solutions Inc.
Sector Industrials Industrials Industrials Industrials Industrials Industrials
Industry Specialty Business Services Specialty Business Services Specialty Business Services Specialty Business Services Specialty Business Services Specialty Business Services
Market Cap $20.29B $90.01B $86.99B $19.65B $13.71B $13.39B
Employees 7.90K 26.40K 46.50K 27.00K 0.00K 14.81K
CEO James F. Kessler Stephen John Hasker Todd M. Schneider Robert M. Cortopassi - Jennifer F. Scanlon
Ratings
RBA TRI CTAS GPN BIPI ULS
Quant Rating Score 3 3 3 2 3
Quant Rating Neutral Neutral Neutral Sell Neutral
Trading
RBA TRI CTAS GPN BIPI ULS
Last Close $114.11 $179.96 $226.27 $81 $17.21 $66.64
High 52 $114.11 $214.52 $819.83 $119.38 $20.6 $73.17
Low 52 $78.02 $154.46 $182.7 $67.47 $15.62 $47.6
Price vs. 52 Week High 0 % -16.11 % -72.4 % -32.15 % -16.46 % -8.92 %
Price vs. 52 Week Low 46.26 % 16.51 % 23.85 % 20.05 % 10.18 % 40 %
Total Return
RBA TRI CTAS GPN BIPI ULS
1 Month Return 7.81 % -10.05 % 4.52 % 0.4 % 3.13 % -6.01 %
3 Month Return 7.71 % -3.96 % 5.37 % 0.62 % 3.74 % -5.03 %
6 Month Return 23.07 % 1.84 % 11.98 % -26.09 % -1.15 % 23.68 %
9 Month Return 24.22 % 6.97 % 0.24 % -26.95 % -12.51 % 29.75 %
YTD Return 26.49 % 12.21 % 23.85 % -27.72 % 2.2 % 33.6 %
1 Year Return 44.55 % 11.46 % -70.06 % -20.63 % -4.39 % 32.72 %
3 Year Return 0 % 0 % 0 % 0 % 0 % 0 %
5 Year Return 0 % 0 % 0 % 0 % 0 % 0 %
Dividends
RBA TRI CTAS GPN BIPI ULS
Dividend Yield Percentage (TTM) 1.32 % 1.14 % 1 % 1.23 % 5.57 % 0.77 %
Dividend Paid and Capex Coverage Ration (TTM) 3.05 % 1.56 % 2.25 % 4.28 % - 1.62 %
Dividend Per Share (TTM) 1.45 % 2.27 % 2.15 % 1 % 0.96 % 0.51 %
Payout Ratio (TTM) 58.34 % 44.89 % 33.25 % 17.3 % - 30.89 %
Growth
RBA TRI CTAS GPN BIPI ULS
Asset Growth -1.91 % -1.32 % - -7.28 % -98.84 %
Gross Profit Growth 12.72 % 113.26 % 10.41 % 7.07 % -2.88 %
Revenue Growth 16.43 % 6.83 % 7.75 % 4.68 % 25.05 %
Revenue 3 Year 81.31 % 25.2 % 34.63 % 36.11 % -
Revenue 5 Year 91.66 % 36.59 % 50.19 % 60.04 % -
Revenue 10 Year 419.27 % -9.66 % 165.35 % 91.62 % -
EBIT Growth 55.12 % -13.84 % 13.64 % 36.76 % -95.71 %
Net Income Growth 100.05 % -18 % 15.31 % 59.23 % -49.43 %
Net Income 3 Yeari Growth Per Share 63.09 % 537.63 % 49.98 % 86.72 % -
Net Income 5 Yeari Growth Per Share 63.51 % 13.25 % 112.89 % 183.67 % -
Net Income 10 Yeari Growth Per Share 164.76 % 81.65 % 383.5 % 197.04 % -
Operating Income Growth 61.51 % -9.56 % 14.07 % 35.96 % -3.82 %
Operating Cash Flow Growth (CFG) 71.32 % 4.96 % 4.14 % 57.1 % -
Operating 3 Year CFG 77.55 % 51.75 % 44.06 % 45.84 % -
Operating 5 Year CFG 65.21 % 289.01 % 72.58 % 97.51 % -
Operating 10 Year CFG 264.69 % 62.95 % 328.82 % 332.19 % -
EPS Growth 93.33 % -15.83 % 16.36 % 63.49 % -
EPS Diluted Growth 93.27 % -16.38 % 16.09 % 63.4 % -
Book Value Per Share -5.83 % 11.54 % - -0.89 % -
Share Holder 3 Year Equity Growth Per Share 219.59 % -4.96 % - -0.2 % -
Share Holder 5 Year Equity Growth Per Share 273.25 % 39.58 % - -37.78 % -
Share Holder 10 Year Equity Growth Per Share 369.89 % 32.87 % - 1445.94 % -
Dividend Per Share Growth -33.61 % 9.36 % 16.08 % -0.57 % -
Dividend 3 Year Growth Per Share 38.77 % 35.28 % 66.75 % 11.74 % -
Dividend 5 Year Growth Per Share 71.68 % 47.05 % 134.89 % 126.72 % -
Dividend 10 Year Growth Per Share 141.79 % 43.73 % 248.05 % 2389.85 % -
Debt Growth -7.6 % -13.16 % - -3.23 % -
Free Cash Flow Growth 286.55 % 2.95 % 5.19 % 79.67 % -
Updated On 31 Dec 2024 31 Dec 2024 31 May 2025 31 Dec 2024 31 Dec 2022
Profitability
RBA TRI CTAS GPN BIPI ULS
Gross Profit Margin TTM 46.24 % 61.17 % 49.51 % 49.64 % 30.57 % 48.53 %
Return on Assets TTM 3.53 % 11.71 % 18.5 % 2.95 % 160.63 % 12.26 %
Return on Equity TTM 7.51 % 18.1 % 41.3 % 6.36 % 10.42 % 33.89 %
Return on Capital Employed TTM 7.14 % 13.96 % 30.12 % 5.58 % 464.72 % 25.92 %
Net Income Per EBT TTM 75.77 % 107.57 % 80.25 % 81.34 % 71.06 % 76.58 %
EBT Per Ebit TTM 73.57 % 94.06 % 95.93 % 78.03 % 48.64 % 86.61 %
EBIT Per Revenue TTM 17.37 % 29.4 % 22.77 % 23.75 % 27.57 % 16.71 %
Cash Flow To Debt Ratio TTM 27.24 % 87.85 % 82.59 % 23.42 % - 66.71 %
Receivables Turnover TTM 5.48 6.89 7.25 10.97 - 6.96
Payables Turnover TTM 16.33 3.22 12.54 - - 10.93
Inventory Turnover TTM 17.53 - 12.17 - - -
Fixed Asset Turnover TTM 153.04 % 1939.37 % 557.39 % 670.73 % 360675 % 352.57 %
Asset Turnover TTM 36.41 % 39.36 % 105.54 % 19.55 % 1685.4 % 110.65 %
Operating Cash Flow Per Share TTM 6.26 5.49 5.51 14.96 - 2.67
Free Cash Flow Per Share TTM 5.55 4.13 4.52 12.45 - 1.52
Cash Per Share TTM 312.78 % 312.24 % 60.29 % 1041.51 % - -
Operating Cash Flow Sales Ratio TTM 26.74 % 33.98 % 21.92 % 39.56 % - 18.2 %
Free Cash Flow Operating Cash Flow Ratio TTM 88.59 % 75.17 % 82.18 % 83.21 % - 56.98 %
Cash Flow Coverage Ratios TTM 27.24 % 87.85 % 82.59 % 23.42 % - 66.71 %
Price To Free Cash Flows Ratio TTM 19.79 48.46 47.19 6.29 - 43.75
Price To Operating Cash Flows Ratio TTM 17.5 36.41 39.13 5.41 - 24.94
Price Cash Flow Ratio TTM 17.5 36.41 39.13 5.41 - 24.94
Income Statement (TTM)
RBA TRI CTAS GPN BIPI ULS
Revenue $4.28B $6.91B $10.34B $10.11B $14.43B $2.87B
Gross Profit $2B $1.85B $5.17B $6.35B $4.41B $1.39B
Gross Profit Ratio 46.79% 26.84% 50.04% 62.79% 30.57% 48.54%
EBITDA $1.38B $2.88B $2.86B $4.4B $3.98B $0.46B
Net Income $0.41B $2.1B $1.81B $1.57B $1.38B $0.33B
EPS Diluted 2.01 4.65 4.4 6.16 - 1.62
Balance Sheet (MRQ)
RBA TRI CTAS GPN BIPI ULS
Long Term Debt $4.12B $2.05B $2.6B $15.16B $0B $0.85B
Total Liabilities $6.09B $6.43B $5.14B $23.87B $0B $1.87B
Total Equity $5.72B $12.01B $4.68B $23.02B $0B $0.93B
Total Investments $0.01B $0.75B $0B $0B $0B $0.06B
Total Debt $4.29B $3.08B $2.65B $16.82B $0B $0.94B
Total Assets $11.81B $18.44B $9.83B $46.89B $0.86B $2.8B
Cash Flow Statement (TTM)
RBA TRI CTAS GPN BIPI ULS
Net Income $0.41B $2.09B $1.81B $1.64B $0B $0.35B
Inventory $0.03B $0B $-0.03B $0B $0B $0B
Dividends Paid $-0.24B $-0.9B $-0.61B $-0.25B $0B $-0.1B
Operating Cash Flow $0.93B $2.34B $2.17B $3.53B $0B $0.52B
Capital Expenditure $-0.17B $-0.58B $-0.41B $-0.67B $0B $-0.24B
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ETFs With Exposure to RBA
Ticker ETF Name Weight Percentage Price
VWO Vanguard Emerging Markets Stock Index Fund 0.00387 50.69
VEA Vanguard Developed Markets Index Fund 0.07 58.02
VTI Vanguard Total Stock Market Index Fund 0.03289 313.03
IXUS iShares Core MSCI Total International Stock ETF 0.04375 78.82
IWD iShares Russell 1000 Value ETF 0.06693 195.66
EWC iShares MSCI Canada ETF 0.63148 47.34
IWF iShares Russell 1000 Growth ETF 0.004 445.93
SCHB Schwab U.S. Broad Market ETF 0.033041 24.53
VT Vanguard Total World Stock Index Fund 0.00047 131.81
SCHX Schwab U.S. Large-Cap ETF 0.0347595 25.21
IJH iShares Core S&P Mid-Cap ETF 0.67 62.53
ITOT iShares Core S&P Total U.S. Stock Market ETF 0.03289 139.02
VIG Vanguard Dividend Appreciation Index Fund 0.09677 207.17
ACWI iShares MSCI ACWI ETF 0.0175 131.86
SDY SPDR S&P Dividend ETF 0.49944 138.8
IWB iShares Russell 1000 ETF 0.0341 349.7
VXUS Vanguard Total Intl Stock Idx Fund 0.00113 70.44
SCHV Schwab U.S. Large-Cap Value ETF 0.0800362 27.99
VB Vanguard Small Cap Index Fund 0.3089 240.12
IUSG iShares Core S&P U.S. Growth ETF 0.06556 156.52
SMIN iShares MSCI India Small-Cap ETF 0.17 71.72
VSS Vanguard FTSE All-World ex-US Small Capital Index Fund 0.01232 137.53
SCHM Schwab U.S. Mid-Cap ETF 0.448642 28.35
PID Invesco International Dividend Achievers ETF 0.741 20.8555
ACWX iShares MSCI ACWI ex U.S. ETF 0.04847 61.96
MDY SPDR S&P MIDCAP 400 ETF Trust 0.665368 571.12
DEUS Xtrackers Russell US Multifactor ETF 0.126177 56.64
IWR iShares Russell Mid-Cap ETF 0.16302 92.84
IWS iShares Russell Mid-Cap Value ETF 0.20532 133.91
IWV iShares Russell 3000 ETF 0.03206 361.59
IWP iShares Russell Mid-Cap Growth ETF 0.04093 138.63
SPMD SPDR Portfolio S&P 400 Mid Cap ETF 0.672533 54.82
VBK Vanguard Small Cap Growth Index Fund 0.71165 278.94
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF 1.93949 82.89
SCHC Schwab International Small-Cap Equity ETF 0.620212 43.74
VXF Vanguard Extended Market Index Fund 0.26308 196.6
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF 0.03449 77.1
MDYG SPDR S&P 400 Mid Cap Growth ETF 1.26371 87.98
IJJ iShares S&P Mid-Cap 400 Value ETF 0 123.81
CRBN iShares MSCI ACWI Low Carbon Target ETF 0.03955 216.67
IJK iShares S&P Mid-Cap 400 Growth ETF 1.26 92.22
GSIE Goldman Sachs ActiveBeta International Equity ETF 0 40.25
VTHR Vanguard Russell 3000 Index Fund 0.0327 280.682
SCHK Schwab 1000 Index ETF 0.0339681 30.73
VONV Vanguard Russell 1000 Value Index Fund 0.0632 85.83
FFTY Innovator IBD 50 ETF 1 34.09
CSD Invesco S&P Spin-Off ETF 0 86.08
MVV ProShares Ultra MidCap400 0.544799 64.01
PDN Invesco FTSE RAFI Developed Markets ex-U.S. Small-Mid ETF 0.101 40.045
PTMC Pacer Trendpilot US Mid Cap ETF 0.68 34.17
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 0.012 59.26
RFG Invesco S&P MidCap 400 Pure Growth ETF 1.231 49.56
VIGI Vanguard International Dividend Appreciation Index Fund 0.15 88.27
RWK Invesco S&P MidCap 400 Revenue ETF 0.175 118.135
EWMC Invesco S&P MidCap 400 Equal Weight ETF 0 89.7636
AFTY Pacer CSOP FTSE China A50 ETF 0.55 16.2826
DBAW Xtrackers MSCI All World ex U.S. Hedged Equity ETF 0.069938 37.879
DNL WisdomTree Global ex-U.S. Quality Dividend Growth Fund 0.0009859 39.24
EQAL Invesco Russell 1000 Equal Weight ETF 0.056 49.775
FDMO Fidelity Momentum Factor ETF 0.39 79.045
FNDC Schwab Fundamental International Small Company Index ETF 0.147766 43.48
FPXI First Trust International Equity Opportunities ETF 2.21 56.44
FXD First Trust Consumer Discretionary AlphaDEX Fund 0.54 64.19
IDEV iShares Core MSCI International Developed Markets ETF 0.05743 77.28
IDMO Invesco S&P International Developed Momentum ETF 0.11 52.14
IGRO iShares International Dividend Growth ETF 0.14387 77.59
IQLT iShares MSCI Intl Quality Factor ETF 0.13965 42.49
ISZE iShares MSCI Intl Size Factor ETF 0.11865 25.4804
IVOG Vanguard S&P Mid-Cap 400 Growth Index Fund 1.28245 114.62
IVOO Vanguard S&P Mid-Cap 400 Index Fund 0.67198 105.84
IYC iShares US Consumer Discretionary ETF 0.31755 100.44
IYY iShares Dow Jones U.S. ETF 0.03335 155.25
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 0.13 36.05
MIDU Direxion Daily Mid Cap Bull 3X Shares 0.48347 45.32
MMTM SPDR S&P 1500 Momentum Tilt ETF 0.050108 274.175
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 0.042 58.915
ONEO SPDR Russell 1000 Momentum Focus ETF 0.116233 124.28
ONEV SPDR Russell 1000 Low Volatility Focus ETF 0.216642 129.975
ONEY SPDR Russell 1000 Yield Focus ETF 0.272327 110.635
RODM Hartford Multifactor Developed Markets (ex-US) ETF 0.240912 34.66
SMMD iShares Russell 2500 ETF 0.07431 68.85
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund 0.0448 85.6615
TOK iShares MSCI Kokusai ETF 0.02071 129.03
UMDD ProShares UltraPro MidCap400 0.437674 22.86
URTH iShares MSCI World ETF 0.01953 173.63
VFMO Vanguard U.S. Momentum Factor ETF 0.12709 175.74
VFQY Vanguard U.S. Quality Factor ETF 0.04 146.12
VLU SPDR S&P 1500 Value Tilt ETF 0.02058 193.82
VONE Vanguard Russell 1000 Index Fund 0.03429 289.29
VONG Vanguard Russell 1000 Growth Index Fund 0.00407 114.78
EBIZ Global X E-commerce ETF 3.89 32.41
ISDX Invesco RAFI Strategic Developed ex-US ETF 0.03 26.54
VETS Pacer Military Times Best Employers ETF 1.68 38.62
XAW.TO iShares Core MSCI All Country World ex Canada Index ETF 0.02 47.73
XUU.TO iShares Core S&P U.S. Total Market Index ETF 0.04 64.46
XUH.TO iShares Core S&P U.S. Total Market Index ETF (CAD-Hedged) 0.04 51.62
XTR.TO iShares Diversified Monthly Income ETF 0 11.43
XMV.TO iShares MSCI Min Vol Canada Index ETF 0.53905 50.76
XMC.TO iShares S&P U.S. Mid-Cap Index ETF 0.67 33.01
XMH.TO iShares S&P U.S. Mid-Cap Index ETF (CAD-Hedged) 0.68 27.69
CUD.TO iShares US Dividend Growers Index ETF (CAD-Hedged) 0.51 54.66
VCN.TO Vanguard FTSE Canada All Cap Index ETF 0.72586 56.77
VITNX Vanguard Institutional Total Stock Market Index Fund Institutional Shares 0.03301 106.44
VITPX Vanguard Institutional Total Stock Market Index Fund Institutional Plus Shares 0.03 106.42
VASVX Vanguard Selected Value Fund Investor Shares 1.30071 27.87
VTCIX Vanguard Tax-Managed Funds - Vanguard Tax-Managed Capital Appreciation Fund 0.01707 163.08
VTCLX Vanguard Tax-Managed Capital Appreciation Fund 0.02 328.23
VBAIX Vanguard Balanced Index Fund Institutional Shares 0.02035 50.81
VBIAX Vanguard Balanced Index Fund Admiral Shares 0.02035 50.8
VBINX Vanguard Balanced Index Fund Investor Shares 0.02 50.81
VHGEX Vanguard Global Equity Fund Investor Shares 0.09 40.31
XMMO Invesco S&P MidCap Momentum ETF 1.903 130.13
VTMFX Vanguard Tax-Managed Balanced Fund Admiral Shares 0.00136 47.06
ACSG Xtrackers MSCI ACWI ex USA ESG Leaders Equity ETF 0.05 33.28
BOUT Innovator IBD Breakout Opportunities ETF 0.83 36.79
FSMD Fidelity Small-Mid Factor ETF 0.34 41.91
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 0 54.85
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 0.05 90.24
MARB First Trust Vivaldi Merger Arbitrage ETF 0 20.72
PLAT WisdomTree Growth Leaders Fund 0.0132842 30.4929
ZCAN SPDR Solactive Canada ETF 0.35 70.4805
VSGX Vanguard ESG International Stock ETF 0.00136 66.67
BBCA JPMorgan BetaBuilders Canada ETF 0.56 82.45
IEDI iShares Evolved U.S. Discretionary Spending ETF 0.09876 55.9
SLT Pacer Salt High truBeta US Market ETF 1.68 39.22
LSLT Pacer Salt Low truBeta US Market ETF 1.68 32
AVEM Avantis Emerging Markets Equity ETF 0 70.55
AVDE Avantis International Equity ETF 0.07 75.82
BUYZ Franklin Disruptive Commerce ETF 0.52 41.73
KOKU Xtrackers MSCI Kokusai Equity ETF 0.0260035 112.36
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 0 99.01
BKIE BNY Mellon International Equity ETF 0.09 86.32
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 1 43.49
VIRS Pacer BioThreat Strategy ETF 1.68 40.025
RISN Inspire Tactical Large Cap ESG ETF 1.14964 28.495
XBAL.TO iShares Core Balanced ETF Portfolio 0.01 31.68
XCNS.TO iShares Core Conservative Balanced ETF Portfolio 0.01 24.43
XEQT.TO iShares Core Equity ETF Portfolio 0.01 36.67
XGRO.TO iShares Core Growth ETF Portfolio 0.01 32.6
XINC.TO iShares Core Income Balanced ETF Portfolio 0 20.83
XCSR.TO iShares ESG Advanced MSCI Canada Index ETF 0.97757 88.34
XESG.TO iShares ESG Aware MSCI Canada Index ETF 1.17181 33.95
DFAI Dimensional International Core Equity Market ETF 0.0753465 35.18
DFAU Dimensional US Core Equity Market ETF 0 43.65
MIDE Xtrackers S&P MidCap 400 ESG ETF 0.925204 30.79
XJH iShares ESG Screened S&P Mid-Cap ETF 0.74349 41.88
GINN Goldman Sachs Innovate Equity ETF 0 68.325
WGRO WisdomTree U.S. Growth & Momentum Fund 1.59 19.7093
DFUS Dimensional U.S. Equity ETF 0 69.1
DFAS Dimensional U.S. Small Cap ETF 0 64.48
DFAC Dimensional U.S. Core Equity 2 ETF 0 36.81
EUNL.DE iShares Core MSCI World UCITS ETF USD (Acc) 0.02107 103.55
IBCH.DE iShares V PLC - iShares MSCI World EUR Hedged UCITS ETF (Acc) 0.02137 99.968
IUSQ.DE iShares V PLC - iShares MSCI ACWI UCITS ETF USD (Acc) 0.01946 85.89
VTSAX Vanguard Total Stock Market Index Fund 0.03 152.35
AIVL WisdomTree U.S. Al Enhanced Value Fund 0.0061942 112.21
CLSE Convergence Long/Short Equity ETF -0.14 24.6
IFSW.L iShares Edge MSCI World Multifactor UCITS ETF USD (Acc) 0.10515 13.045
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 0.4 21.01
SSAC.L iShares V PLC - iShares MSCI ACWI UCITS ETF USD (Acc) 0.0235 7452
SUSW.L iShares MSCI World SRI UCITS ETF EUR (Acc) 0.11154 11.44
EMIM.L iShares Core MSCI EM IMI UCITS ETF 0 2998
EEWD.L iShares MSCI World ESG Enhanced UCITS ETF 0.00729 9.724
IWSZ.L iShares Edge MSCI World Size Factor UCITS ETF 0.12664 52.39
SGWS.L iShares MSCI World SRI UCITS ETF GBP Hedged (Dist) 0.11154 7.649
WQDV.L iShares MSCI World Quality Dividend UCITS ETF 0.20448 7.67
SNAW.DE iShares MSCI World ESG Screened UCITS ETF USD (Acc) 0.02235 9.74
JMEE JPMorgan Market Expansion Enhanced Equity ETF 0.31 59.93
VTSNX Vanguard Total Intl Stock Idx Fund 0.04 151.26
VSCIX Vanguard Small-Cap Index Fund Institutional Shares 0.3089 115.07
VIEIX Vanguard Extended Market Index Fund Institutional Shares 0.26308 149.14
VITSX Vanguard Total Stock Market Index Fund 0.03 152.38
AVSD Avantis Responsible International Equity ETF 0.04 68.8841
AVSE Avantis Responsible Emerging Markets Equity ETF 0 59.8798
DFIC Dimensional International Core Equity 2 ETF 0.0665582 31.78
DIHP Dimensional International High Profitability ETF 0.174326 29.42
IWRD.L iShares MSCI World UCITS ETF 0.0254 6528
IWDA.L iShares Core MSCI World UCITS ETF USD (Acc) 0.02569 120.82
EDMW.DE iShares MSCI World ESG Enhanced UCITS ETF 0.05456 8.815
IWDE.SW iShares V PLC - iShares MSCI World EUR Hedged UCITS ETF (Acc) 0.02034 76.59
IS07.DE iShares Edge MSCI World Multifactor UCITS ETF 0.1063 9.817
SDWD.L iShares MSCI World ESG Screened UCITS ETF 0.02735 10.291
SEDM.L iShares MSCI EM IMI ESG Screened UCITS ETF 0.00366 6.7105
AYEM.DE iShares MSCI EM IMI ESG Screened UCITS ETF USD (Acc) 0.00557 6.62
IGWD.L iShares V PLC - iShares MSCI World GBP Hedged UCITS ETF (Acc) 0.02754 11039.5
WQDA.AS iShares MSCI World Quality Dividend ESG UCITS ETF 0.20448 9.5874
UIMM.DE UBS (Lux) Fund Solutions – MSCI World Socially Responsible UCITS ETF 0.08 150.7
INAA.SW iShares MSCI North America UCITS ETF 0.02663 118.5
CSCA.SW iShares VII PLC - iShares MSCI Canada UCITS ETF 0.63108 240.05
IEMS.L iShares MSCI EM Small Cap UCITS ETF USD (Dist) 0.03166 96.77
IWLE.DE iShares Core MSCI World UCITS ETF 0.02569 9.1588
SUWS.L iShares MSCI World SRI UCITS ETF 0.11154 9.9625
IMIB.MI iShares FTSE MIB UCITS ETF EUR (Dist) 0 25.415
NAESX Vanguard Small Cap Index Fund 0.23 115.05
AVES Avantis Emerging Markets Value ETF 0.01 55.04
STXV Ea Series Trust - Strive 1000 Value ETF 0 30.97
DFSI Dimensional International Sustainability Core 1 ETF 0.097045 39.91
DFSU Dimensional US Sustainability Core 1 ETF 0 40.44
STXG Strive 1000 Growth ETF 0.01 47.75
SAEM.L iShares IV Public Limited Company - iShares MSCI EM IMI ESG Screened UCITS ETF 0.00366 7.723
EIMU.L iShares Public Limited Company - iShares Core MSCI EM IMI UCITS ETF 0.0025 5.54
EIMI.L iShares Public Limited Company - iShares Core MSCI EM IMI UCITS ETF 0.0025 40.32
VEVFX Vanguard Explorer Value Fund 0.41 42.65
IS3R.DE iShares Edge MSCI World Momentum Factor UCITS ETF 0.04911 79.01
IS3N.DE iShares Core MSCI EM IMI UCITS ETF 0.00205 34.553
IS3T.DE iShares Edge MSCI World Size Factor UCITS ETF 0.12875 44.93
VFSAX Vanguard FTSE All-World ex-US Small-Cap Index Fund Admiral Shares 0.01232 33.98
SWTSX Schwab Total Stock Market Index Fd Select Shs a Series of Schwab Capit 0.025717 107.79
VEXAX Vanguard Extended Market Index Fd Admiral Shs 0.26308 149.15
IBCZ.DE iShares Edge MSCI World Multifactor UCITS ETF USD (Acc) 0.10445 11.184
SAWD.L iShares IV Public Limited Company - iShares MSCI World ESG Screened UCITS ETF 0.02735 11.364
VEMAX Vanguard Emerging Markets Stock Index Fund Admiral Shares 0.00387 42.08
VSGAX Vanguard Small-Cap Growth Index Fd Admiral 0.71165 98.06
GEDM.L iShares MSCI EM IMI ESG Screened UCITS ETF 0.01 4.98975
VTMNX Vanguard Developed Markets Index Fund Institutional Shares 0.07 18.66
QDVW.DE iShares MSCI World Quality Dividend ESG UCITS ETF 0.19072 6.571
IQQN.DE iShares MSCI North America UCITS ETF 0.02819 101.46
IQQW.DE iShares MSCI World UCITS ETF 0.02082 75.25
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 0.723 28.994
V3AB.L Vanguard Funds Public Limited Company - Vanguard ESG Global All Cap UCITS ETF 0.02587 5.35
SXR2.DE iShares VII PLC - iShares MSCI Canada UCITS ETF 0.71599 208.5
SNXFX Schwab 1000 Index Fund Investor Shares 0.0274416 137.5
JCTR JPMorgan Carbon Transition U.S. Equity ETF 0.02 85.088
EUNI.DE iShares MSCI EM Small Cap UCITS ETF USD (Dist) 0.0363 83.13
VEXPX Vanguard Explorer Fd 0.28381 113.57
INAA.L iShares MSCI North America UCITS ETF 0.03452 8802.5
V3AM.L Vanguard ESG Global All Cap UCITS ETF 0.02587 5.0195
V3AA.L Vanguard Funds Public Limited Company - Vanguard ESG Global All Cap UCITS ETF 0.02587 7.1965
CSCA.L iShares VII PLC - iShares MSCI Canada UCITS ETF 0.63108 18098.5
CCAU.L iShares VII PLC - iShares MSCI Canada UCITS ETF 0.8262 243.53
OM3Y.DE iShares MSCI EM IMI ESG Screened UCITS ETF 0.00557 5.745
IWMO.L iShares Edge MSCI World Momentum Factor UCITS ETF 0.0889 92.19
IWDE.L iShares V Public Limited Company - iShares MSCI World EUR Hedged UCITS ETF 0.025 99.97
V3AL.L Vanguard Funds Public Limited Company - Vanguard ESG Global All Cap UCITS ETF 0.02587 6.752
IMIB.L iShares II Public Limited Company - iShares FTSE MIB UCITS ETF EUR (Dist) 0 2207.25
VSMAX Vanguard Small Cap Index Fd Admiral Shs 0.3089 115.07
VIAAX Vanguard International Dividend Appreciation Index Fund Admiral Shares 0.15 42.94
VTIAX Vanguard Total International Stock Index Fd Admiral 0.00113 37.82
HYXE iShares iBoxx $ High Yield ex Oil & Gas Corporate Bond ETF 0.05 51.2251
CIRC JPMorgan Sustainable Consumption ETF 0.59 52.11
GVLU Gotham 1000 Value ETF 0.06 24.115
IWDG.L iShares Core MSCI World UCITS ETF 0.02569 1042
SWDA.L iShares Core MSCI World UCITS ETF USD (Acc) 0.02569 8980
VEXRX Vanguard Explorer Fund 0.46 105.64
VDADX Vanguard Dividend Appreciation Index Fund Admiral Shs 0.09677 56.21
VMGRX Vanguard Mid-Cap Growth Fund 0.27 28.53
VTWAX Vanguard Total World Stock Index Fund Admiral Shares 0.00047 46.66
VTMGX Vanguard Developed Markets Index Admiral 0.07 18.63
S6DW.DE iShares MSCI World ESG Screened UCITS ETF 0.02276 8.815
DFAX Dimensional World ex U.S. Core Equity 2 ETF 0.0373267 30.18
TRPL Pacer Metaurus US Large Cap Dividend Multiplier 300 ETF 1.68 41.14
PXUS Principal International Adaptive Multi-Factor ETF 0.0664526 21.22
CBUY.DE ISHS-MS.ACW.SRI DLA 0.09784 6.116
CBUH.DE iShares MSCI World Momentum Factor ESG UCITS ETF 0.19303 5.495
WINS.AS iShares MSCI World Industrials Sector ESG UCITS ETF 0.54784 7.1813
SAWI.AS iShares MSCI ACWI SRI UCITS ETF 0.09784 6.9303
VMNFX Vanguard Market Neutral Fund -29.49 13.82
VDIPX Vanguard Developed Markets Index Fund 0.05 29.16
GXUS Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta Total International Equity ETF 0.06 51.342
RUNN Running Oak Efficient Growth ETF 1.77 33.9622
QIS Simplify Multi-Qis Alternative ETF -0.040416 20.78
IHWL.AX iShares Core MSCI World ex Australia ESG Leaders (AUD Hedged) ETF 0.03746 56.58
IJH.AX iShares S&P Mid-Cap ETF 0.67 48.1
IWLD.AX iShares Core MSCI World Ex Australia ESG Leaders ETF 0.04666 64.18
WDMF.AX iShares Edge MSCI World Multifactor ETF 0.09863 50.07
IWDC.SW iShares MSCI World CHF Hedged UCITS ETF (Acc) 0.01813 81.07
SPDG SPDR Series Trust 0.085752 38.53
IWRD.AS iShares MSCI World UCITS ETF 0.01944 75.31
VEMPX Vanguard Extended Market Index InstlPlus 0.26308 368.04
AVEE American Century Etf Trust - Avantis Emerging Markets Small Cap Equiy Etf 0.06 61.3499
R1VL.L iShares Russell 1000 Value UCITS ETF 0.07292 32.5025
R1GR.L iShares Russell 1000 Growth UCITS ETF 0.00482 41.5025
IWDD.AS iShares Core MSCI World UCITS ETF 0.02525 6.78
SWDA.MI iShares Core MSCI World UCITS ETF 0.01965 103.57
GVUS Goldman Sachs ETF Trust - Goldman Sachs MarketBeta Russell 1000 Value Equity ETF 0.07 50.2
GGUS 0 60.3399
VEMRX Vanguard Emerging Mkts Stock Idx InsPlus 0.00387 106.44
VSMPX Vanguard Total Stock Mkt Idx Instl Pls 0.03289 285.84
AVXC Avantis Emerging Markets ex-China Equity ETF 0.01 57.025
SWMCX Schwab Capital Trust - Schwab U.S. Mid-Cap Index Fund 0.11797 70.29
SWLGX Schwab Capital Trust - Schwab U.S. Large-Cap Growth Index Fund 0.0372791 132.44
VSGIX Vanguard Small Cap Growth Index I 0.71165 78.53
VTWIX Vanguard Total World Stock Index I 0.00047 268.98
VTPSX Vanguard Total Intl Stock Idx InstlPls 0.00113 151.3
DXIV Dimensional ETF Trust 0.0558092 59.5493
WUSA WisdomTree US Domestic Economy ETF -0.499427 24.78
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