Profile
UHAL URI FTAI AER CTOS-WT UHAL-B
Company Name U-Haul Holding Company United Rentals, Inc. FTAI Aviation Ltd. AerCap Holdings N.V. Custom Truck One Source, Inc. U-Haul Holding Company
Sector Industrials Industrials Industrials Industrials Industrials Industrials
Industry Rental & Leasing Services Rental & Leasing Services Rental & Leasing Services Rental & Leasing Services Rental & Leasing Services Rental & Leasing Services
Market Cap $9.27B $55.33B $27.47B $26.56B $18.01B $9.03B
Employees 17.84K 27.90K 0.58K 0.70K 0.00K 17.84K
CEO Edward Joseph Shoen Matthew J. Flannery Joseph Adams Jr. Aengus Kelly - Edward Joseph Shoen
Ratings
UHAL URI FTAI AER CTOS-WT UHAL-B
Quant Rating Score 2 2 3 3 2 2
Quant Rating Sell Sell Neutral Neutral Sell Sell
Trading
UHAL URI FTAI AER CTOS-WT UHAL-B
Last Close $49.18 $806.61 $152.8 $132.97 $0.10518 $45.02
High 52 $74.85 $1020 $186.76 $137.67 $0.12 $67.55
Low 52 $49.18 $552.82 $83.79 $88.97 $0.01 $45.03
Price vs. 52 Week High -34.3 % -20.92 % -18.18 % -3.41 % -12.35 % -33.35 %
Price vs. 52 Week Low 0 % 45.91 % 82.36 % 49.45 % 951.8 % -0.02 %
Total Return
UHAL URI FTAI AER CTOS-WT UHAL-B
1 Month Return -11.36 % -17.72 % -8.32 % 10.41 % 0 % -10.23 %
3 Month Return -15.1 % -11.75 % 7.26 % 16.1 % 0 % -15.34 %
6 Month Return -25.19 % 11.15 % 29.51 % 17.6 % 0 % -22.84 %
9 Month Return -34.17 % 11.97 % 28.21 % 29 % 0 % -33.03 %
YTD Return -28.82 % 14.5 % 6.08 % 38.94 % 1493.64 % -29.71 %
1 Year Return -27.91 % -1.77 % -10.65 % 38.9 % 1493.64 % -25.28 %
3 Year Return 0 % 0 % 0 % 0 % 0 % 0 %
5 Year Return 0 % 0 % 0 % 0 % 0 % 0 %
Dividends
UHAL URI FTAI AER CTOS-WT UHAL-B
Dividend Yield Percentage (TTM) - 0.84 % 0.47 % 0.72 % - -
Dividend Paid and Capex Coverage Ration (TTM) 2.55 % 4.54 % -0.15 % 0.86 % 0.87 % 2.55 %
Dividend Per Share (TTM) - 7.34 % 1.25 % 1.08 % - -
Payout Ratio (TTM) 37.82 % 18.6 % 29.59 % 5.19 % - 37.82 %
Growth
UHAL URI FTAI AER CTOS-WT UHAL-B
Asset Growth 7.45 % 10.06 % 3.98 % 7.45 %
Gross Profit Growth 3.55 % 6.15 % -16.26 % 3.55 %
Revenue Growth 3.61 % 7.07 % -3.37 % 3.61 %
Revenue 3 Year 1.55 % 72.43 % 58.98 % 1.55 %
Revenue 5 Year 46.46 % 91.3 % 381.38 % 46.46 %
Revenue 10 Year -81.06 % 296.63 % 719.92 % -81.06 %
EBIT Growth -29.54 % 6.06 % -27.18 % -29.54 %
Net Income Growth -44.42 % 6.23 % -156.51 % -44.42 %
Net Income 3 Yeari Growth Per Share -70.46 % 102.83 % 83.75 % -70.46 %
Net Income 5 Yeari Growth Per Share -24.96 % 155.69 % 25.3 % -24.96 %
Net Income 10 Yeari Growth Per Share -90.71 % 600.7 % 49.22 % -90.71 %
Operating Income Growth -26.76 % 5.53 % -34.75 % -26.76 %
Operating Cash Flow Growth (CFG) 0.12 % -3.36 % 130.31 % 0.12 %
Operating 3 Year CFG -25.27 % 34.54 % -70.73 % -25.27 %
Operating 5 Year CFG 35.2 % 75.25 % 853.76 % 35.2 %
Operating 10 Year CFG -82.02 % 270.91 % 109.92 % -82.02 %
EPS Growth -44.49 % 9.66 % -157.14 % -44.49 %
EPS Diluted Growth -44.49 % 9.67 % -157.14 % -44.49 %
Book Value Per Share 4.54 % 9.45 % -1.83 % 4.54 %
Share Holder 3 Year Equity Growth Per Share 25.97 % 57.12 % 3.29 % 25.97 %
Share Holder 5 Year Equity Growth Per Share 77.61 % 162.43 % 5107.54 % 77.61 %
Share Holder 10 Year Equity Growth Per Share -60.25 % 604.64 % - -60.25 %
Dividend Per Share Growth 11.11 % 10.32 % - 11.11 %
Dividend 3 Year Growth Per Share 20 % - - 20 %
Dividend 5 Year Growth Per Share 20.01 % - - 20.01 %
Dividend 10 Year Growth Per Share -82.01 % - - -82.01 %
Debt Growth 14.45 % 16.8 % 10.39 % 14.45 %
Free Cash Flow Growth -29.73 % -33.91 % 30.88 % -29.73 %
Updated On 31 Mar 2025 31 Dec 2024 31 Dec 2024 31 Mar 2025
Profitability
UHAL URI FTAI AER CTOS-WT UHAL-B
Gross Profit Margin TTM 27.83 % 35.44 % 31.42 % 52.47 % 18.95 % 27.83 %
Return on Assets TTM 0.43 % 8.35 % 11.51 % 5.23 % -0.69 % 0.43 %
Return on Equity TTM 1.22 % 27.87 % 370.28 % 20.95 % -3 % 1.22 %
Return on Capital Employed TTM 2.59 % 15.26 % 18.7 % 6.41 % 5.18 % 2.68 %
Net Income Per EBT TTM 41.96 % 74.72 % 84.04 % 87.11 % 146.58 % 59.73 %
EBT Per Ebit TTM 39.85 % 84 % 79.8 % 101.38 % -12.57 % 27.99 %
EBIT Per Revenue TTM 9.3 % 24.68 % 30.94 % 52.94 % 6.83 % 9.3 %
Cash Flow To Debt Ratio TTM 19.72 % 31.5 % -5.03 % 12.53 % 16.31 % 19.72 %
Receivables Turnover TTM 34.75 6.41 10.94 4.32 10.24 34.75
Payables Turnover TTM 23.81 13.39 10.95 2.01 14.66 23.81
Inventory Turnover TTM 24.74 43.3 1.8 - 1.52 24.74
Fixed Asset Turnover TTM 36.81 % 636.58 % 131.86 % 12.93 % 145.28 % 36.81 %
Asset Turnover TTM 27.75 % 53.9 % 55.47 % 11.19 % 54.69 % 27.75 %
Operating Cash Flow Per Share TTM 8.1 81.86 -1.69 33.3 1.79 8.1
Free Cash Flow Per Share TTM 5.1 71.15 -11.9 -4.21 -0.27 5.1
Cash Per Share TTM 1802.19 % 723.97 % 497.17 % 902.63 % 5.76 % 526.45 %
Operating Cash Flow Sales Ratio TTM 26.49 % 32.24 % -7.38 % 68.04 % 20.99 % 26.49 %
Free Cash Flow Operating Cash Flow Ratio TTM 62.94 % 86.92 % 703.53 % -12.65 % -15.33 % 62.94 %
Cash Flow Coverage Ratios TTM 19.72 % 31.5 % -5.03 % 12.53 % 16.31 % 19.72 %
Price To Free Cash Flows Ratio TTM 9.26 12.27 -22.51 -38.45 -26.4 9.44
Price To Operating Cash Flows Ratio TTM 6.02 10.62 -158.35 4.52 4.05 6.13
Price Cash Flow Ratio TTM 6.02 10.62 -158.35 4.52 4.05 6.13
Income Statement (TTM)
UHAL URI FTAI AER CTOS-WT UHAL-B
Revenue $5.83B $16.1B $1.75B $8.19B $1.8B $5.83B
Gross Profit $5B $5.71B $0.58B $4.89B $0.34B $5B
Gross Profit Ratio 85.86% 35.44% 33.01% 59.77% 19.06% 85.86%
EBITDA $1.75B $7.16B $0.47B $8.72B $0.38B $1.75B
Net Income $0.33B $2.49B $0.01B $3.75B $-0.03B $0.33B
EPS Diluted 1.69 38.61 -0.32 21.3 -0.12 1.69
Balance Sheet (MRQ)
UHAL URI FTAI AER CTOS-WT UHAL-B
Long Term Debt $7.24B $14.9B $3.44B $43.57B $1.61B $7.24B
Total Liabilities $12.98B $20.9B $3.96B $53.35B $2.64B $12.98B
Total Equity $7.5B $8.97B $0.08B $18.32B $0.86B $7.5B
Total Investments $3.22B $0B $0.05B $1.32B $0B $3.22B
Total Debt $7.24B $16.48B $3.44B $43.57B $2.43B $7.24B
Total Assets $20.48B $29.87B $4.04B $71.67B $3.5B $20.48B
Cash Flow Statement (TTM)
UHAL URI FTAI AER CTOS-WT UHAL-B
Net Income $0.33B $2.49B $0.01B $3.75B $-0.03B $0.33B
Inventory $-0.01B $-0.04B $-0.21B $0B $-0.06B $-0.01B
Dividends Paid $-0.04B $-0.46B $-0.15B $-0.19B $0B $-0.04B
Operating Cash Flow $1.45B $5.19B $-0.19B $5.39B $0.04B $1.45B
Capital Expenditure $-3.45B $-4.53B $-1.16B $-6.07B $-0.4B $-3.45B
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ETFs With Exposure to UHAL
Ticker ETF Name Weight Percentage Price
VTI Vanguard Total Stock Market Index Fund 0.0009 336.65
IWD iShares Russell 1000 Value ETF 0 223.71
USMV iShares MSCI USA Min Vol Factor ETF 0.27 96.19
IWF iShares Russell 1000 Growth ETF 0 447.17
SCHB Schwab U.S. Broad Market ETF 0.00110496 26.33
VT Vanguard Total World Stock Index Fund 0.00163 146.34
SCHX Schwab U.S. Large-Cap ETF 0.00119237 26.88
ITOT iShares Core S&P Total U.S. Stock Market ETF 0 149.23
ACWI iShares MSCI ACWI ETF 0.01 145.94
IWB iShares Russell 1000 ETF 0 373.74
ACWF iShares MSCI Global Multifactor ETF 0.09 32.7935
VLUE iShares MSCI USA Value Factor ETF 0.12 151.56
SCHV Schwab U.S. Large-Cap Value ETF 0.00280846 32.1
FHB First Hawaiian, Inc. 0.0045 26.3
SCHG Schwab U.S. Large-Cap Growth ETF 0.00271373 30.43
VB Vanguard Small Cap Index Fund 0.00638 276.3
SCHM Schwab U.S. Mid-Cap ETF 0.0146832 32.55
PRF Invesco FTSE RAFI US 1000 ETF 0.002 49.55
DEUS Xtrackers Russell US Multifactor ETF 0.00322569 62.8
IWR iShares Russell Mid-Cap ETF 0 101.72
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 0.16423 77.5127
IWS iShares Russell Mid-Cap Value ETF 0 152.27
IWV iShares Russell 3000 ETF 0 388.3
IWP iShares Russell Mid-Cap Growth ETF 0.01 134.37
FNDX Schwab Fundamental U.S. Large Company Index ETF 0.000445442 28.92
FNDB Schwab Fundamental U.S. Broad Market Index ETF 0.000797758 28.3
FGB First Trust Specialty Finance and Financial Opportunities Fund 0.00435 4.15
IYT iShares Transportation Average ETF 0.09041 79.91
VXF Vanguard Extended Market Index Fund 0.00018 216.28
JHMM John Hancock Multifactor Mid Cap ETF 0.01 70.53
CRBN iShares MSCI ACWI Low Carbon Target ETF 0.03 236.32
FIDU Fidelity MSCI Industrials Index ETF 0.14 93.38
VTHR Vanguard Russell 3000 Index Fund 0.00079 301.597
VBR Vanguard Small Cap Value Index Fund 0.01154 231.31
SCHK Schwab 1000 Index ETF 0.00121406 32.86
VONV Vanguard Russell 1000 Value Index Fund 0.00065 98.19
ONEQ Fidelity Nasdaq Composite Index ETF 0 88.7542
VIS Vanguard Industrials Index Fund 0.16 337.03
DSI iShares MSCI KLD 400 Social ETF 0.03 128.83
FNX First Trust Mid Cap Core AlphaDEX Fund 0.28 136.393
FNY First Trust Mid Cap Growth AlphaDEX Fund 0.49 96.21
FTLS First Trust Long/Short Equity ETF -0.08 70.81
ILCB iShares Morningstar U.S. Equity ETF 0.0011 94.11
ILCG iShares Morningstar Growth ETF 0.00107 100.42
TILT FlexShares Morningstar US Market Factors Tilt Index Fund 0.005 253.36
TPOR Direxion Daily Transportation Bull 3X Shares 0.0623281 36
AMCA iShares Russell 1000 Pure U.S. Revenue ETF 0.07 37.55
XTN SPDR S&P Transportation ETF 0.657245 101.52
CFA VictoryShares US 500 Volatility Wtd ETF 0.164307 95.6087
EPS WisdomTree U.S. Earnings 500 Fund 0.01 70.87
EQAL Invesco Russell 1000 Equal Weight ETF 0.047 56.79
ETHO Etho Climate Leadership U.S. ETF 0.04 70.01
EUSA iShares MSCI USA Equal Weighted ETF 0.16 107.36
FAB First Trust Multi Cap Value AlphaDEX Fund 0.45 98.2399
FAD First Trust Multi Cap Growth AlphaDEX Fund 0.15 167.72
FEX First Trust Large Cap Core AlphaDEX Fund 0.45 126.97
FLQL Franklin LibertyQ U.S. Equity ETF 0.03 70.78
FNK First Trust Mid Cap Value AlphaDEX Fund 0.58 60.482
FTA First Trust Large Cap Value AlphaDEX Fund 0.91 94.8018
FXD First Trust Consumer Discretionary AlphaDEX Fund 1.22 70.22
IYC iShares US Consumer Discretionary ETF 0.01 101.47
IYY iShares Dow Jones U.S. ETF 0 165.99
JHMI John Hancock Multifactor Industrials ETF 0.28 45.2897
JHML John Hancock Multifactor Large Cap ETF 0 81.75
ILCV iShares Morningstar Value ETF 0.00107 97.115
IMCB iShares Morningstar Mid-Cap ETF 0.00435 87.53
IMCG iShares Morningstar Mid-Cap Growth ETF 0.0034 82.62
IMCV iShares Morningstar Mid-Cap Value ETF 0.0045 88.95
ISCB iShares Morningstar Small-Cap ETF 0.01 69.13
ISCG iShares Morningstar Small-Cap Growth ETF 0.01 58.41
ISCV iShares Morningstar Small-Cap Value ETF 0.01 73.66
JMOM JPMorgan U.S. Momentum Factor ETF 0.01 70.48
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 0.64 85.8537
JVAL JPMorgan U.S. Value Factor ETF 0.04 51.68
LOWC SPDR MSCI ACWI Climate Paris Aligned ETF 0.03 30.1878
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 0.01 60.75
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 0.021 62.57
ONEO SPDR Russell 1000 Momentum Focus ETF 0.003618 139.525
ONEV SPDR Russell 1000 Low Volatility Focus ETF 0.00846 141.98
PBUS Invesco PureBeta MSCI USA ETF 0.02 68.28
QUS SPDR MSCI USA StrategicFactors ETF 0.1 178.672
QWLD SPDR MSCI World StrategicFactors ETF 0.01 149.44
ROUS Hartford Multifactor US Equity ETF 0.0684144 61.21
SIZE iShares MSCI USA Size Factor ETF 0.18 167.89
SMMD iShares Russell 2500 ETF 0.02 80.48
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 0.07 45.3
TOK iShares MSCI Kokusai ETF 0.01 139.675
TUSA First Trust Dividend Strength ETF 0.05 46.1232
UCC ProShares Ultra Consumer Services 0 48.84
ULVM VictoryShares USAA MSCI USA Value Momentum ETF 0.617081 99.3811
URTH iShares MSCI World ETF 0.01 189.4
USEQ Invesco Russell 1000 Enhanced Equal Weight ETF 0.14 32.4249
USVM VictoryShares USAA MSCI USA Small Cap Value Momentum ETF 0.46 99.78
VFLQ Vanguard U.S. Liquidity Factor ETF 0.29 99.7611
VFMF Vanguard U.S. Multifactor ETF 0.06 162.79
VFMO Vanguard U.S. Momentum Factor ETF 0.03 205.14
VFVA Vanguard U.S. Value Factor ETF 0.56 142.66
VONE Vanguard Russell 1000 Index Fund 0.00114 309.17
VONG Vanguard Russell 1000 Growth Index Fund 0.00052 115.09
DWSH AdvisorShares Dorsey Wright Short ETF -0.82 6.195
IUSS Invesco RAFI Strategic US Small Company ETF 0.03 33.58
SUSL iShares ESG MSCI USA Leaders ETF 0.03 120.937
XAW.TO iShares Core MSCI All Country World ex Canada Index ETF 0 52.66
XUU.TO iShares Core S&P U.S. Total Market Index ETF 0 68.15
XUH.TO iShares Core S&P U.S. Total Market Index ETF (CAD-Hedged) 0 54.7
XTR.TO iShares Diversified Monthly Income ETF 0 12.06
XMU.TO iShares MSCI Min Vol USA Index ETF 0.27 87.71
XFS.TO iShares MSCI Multifactor USA Index ETF 0.07 37.12
PXS.TO Invesco FTSE RAFI U.S. Index ETF II CAD 0.0015 58.68
VXC.TO Vanguard FTSE Global All Cap ex Canada Index ETF 0.00042 75.84
VUN.TO Vanguard U.S. Total Market Index ETF 0.0009 124.53
VUS.TO Vanguard U.S. Total Market Index ETF (CAD-hedged) 0.00089 116.8
VITNX Vanguard Institutional Total Stock Market Index Fund Institutional Shares 0.01 113.38
VITPX Vanguard Institutional Total Stock Market Index Fund Institutional Plus Shares 0.01 113.36
VSEQX Vanguard Horizon Funds - Vanguard Strategic Equity Fund 0.02 39.46
VTCIX Vanguard Tax-Managed Funds - Vanguard Tax-Managed Capital Appreciation Fund 0.00727 174.94
VTCLX Vanguard Tax-Managed Capital Appreciation Fund 0.00727 352.09
VBAIX Vanguard Balanced Index Fund Institutional Shares 0.0004 52.22
VBIAX Vanguard Balanced Index Fund Admiral Shares 0.0004 52.21
VBINX Vanguard Balanced Index Fund Investor Shares 0.00037 52.21
VTMFX Vanguard Tax-Managed Balanced Fund Admiral Shares 0.00133 49.68
FLSP Franklin Liberty Systematic Style Premia ETF 0 27.06
FSMD Fidelity Small-Mid Factor ETF 0.17 47.13
MIDF iShares MSCI USA Mid-Cap Multifactor ETF 0.81 36.68
ESGV Vanguard ESG U.S. Stock ETF 0.00096 118.54
AVUS Avantis U.S. Equity ETF 0 115.98
DYNF BlackRock U.S. Equity Factor Rotation ETF 0 60.52
VGRO.TO Vanguard Growth ETF Portfolio 0.00033 44.16
BKMC BNY Mellon US Mid Cap Core Equity ETF 0.01 117.435
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 0.01 114.66
USXF iShares ESG Advanced MSCI USA ETF 0.03 58.3473
XBAL.TO iShares Core Balanced ETF Portfolio 0 34.24
XCNS.TO iShares Core Conservative Balanced ETF Portfolio 0 25.82
XEQT.TO iShares Core Equity ETF Portfolio 0 41.27
XGRO.TO iShares Core Growth ETF Portfolio 0 35.9
XINC.TO iShares Core Income Balanced ETF Portfolio 0 21.495
VEQT.TO Vanguard All-Equity ETF Portfolio 0.0004 55.46
VBAL.TO Vanguard Balanced ETF Portfolio 0.00024 37.77
VCNS.TO Vanguard Conservative ETF Portfolio 0.00016 32.11
VCIP.TO Vanguard Conservative Income ETF Portfolio 0.00008 27.4
VRIF.TO Vanguard Retirement Income ETF Portfolio 0.00007 27.01
DFAU Dimensional US Core Equity Market ETF 0.00161041 47.29
EJH E-Home Household Service Holdings Limited 0.0011 0.5798
WGRO WisdomTree U.S. Growth & Momentum Fund 1.07 19.7093
DFUS Dimensional U.S. Equity ETF 0.000457 74.35
DFAT Dimensional U.S. Targeted Value ETF 0.0154365 66.28
DFAS Dimensional U.S. Small Cap ETF 0.0025337 75.67
DFAC Dimensional U.S. Core Equity 2 ETF 0.00275175 40.79
EUNL.DE iShares Core MSCI World UCITS ETF USD (Acc) 0.01 112
IBCH.DE iShares V PLC - iShares MSCI World EUR Hedged UCITS ETF (Acc) 0.01 108.385
IUSQ.DE iShares V PLC - iShares MSCI ACWI UCITS ETF USD (Acc) 0.01 94.27
VTSAX Vanguard Total Stock Market Index Fund 0.0009 163.89
IFSW.L iShares Edge MSCI World Multifactor UCITS ETF USD (Acc) 0.07 14.37
PABU iShares Paris-Aligned Climate MSCI USA ETF 0.18 68.9295
AVSU Avantis Responsible U.S. Equity ETF 0 78.445
OALC OneAscent Large Cap Core ETF 0.05 35.83
SSAC.L iShares V PLC - iShares MSCI ACWI UCITS ETF USD (Acc) 0.01 8200
CSUS.L iShares VII PLC - iShares MSCI USA UCITS ETF USD (Acc) 0.01 704.1
EEDG.L iShares MSCI USA ESG Enhanced UCITS ETF 0.01 8.6135
EEWD.L iShares MSCI World ESG Enhanced UCITS ETF 0 10.544
IFSU.L iShares Edge MSCI USA Multifactor UCITS ETF USD (Acc) 0.08 15.17
ISAC.L iShares V PLC - iShares MSCI ACWI UCITS ETF USD (Acc) 0.01 111.79
IUVL.L iShares Edge MSCI USA Value Factor UCITS ETF USD (Acc) 0.13 14.33
IWSZ.L iShares Edge MSCI World Size Factor UCITS ETF 0.15 58.245
PRUS.L Invesco FTSE RAFI US 1000 UCITS ETF 0.0009 40.625
SASU.L iShares MSCI USA ESG Screened UCITS ETF 0.02 14.044
WSML.L iShares MSCI World Small Cap UCITS ETF 0.01 9.827
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 0.05 42.8269
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 0 59.135
NZUS SPDR MSCI USA Climate Paris Aligned ETF 0.16 34.1819
VSCIX Vanguard Small-Cap Index Fund Institutional Shares 0.00638 132.33
VIEIX Vanguard Extended Market Index Fund Institutional Shares 0.00018 164.01
VITSX Vanguard Total Stock Market Index Fund 0.0009 163.92
DFSV Dimensional US Small Cap Value ETF 0.0310248 36.93
DFUV Dimensional US Marketwide Value ETF 0.00017043 50.31
ESMV iShares ESG MSCI USA Min Vol Factor ETF 0.15 29.54
EEWG.L iShares MSCI World ESG Enhanced UCITS ETF 0 7.7365
IWRD.L iShares MSCI World UCITS ETF 0.01 7043
IWDA.L iShares Core MSCI World UCITS ETF USD (Acc) 0.01 132.78
IWDE.SW iShares V PLC - iShares MSCI World EUR Hedged UCITS ETF (Acc) 0.01 76.59
SDWD.L iShares MSCI World ESG Screened UCITS ETF 0.01 11.175
IGWD.L iShares V PLC - iShares MSCI World GBP Hedged UCITS ETF (Acc) 0.01 12090
CSUS.SW iShares VII PLC - iShares MSCI USA UCITS ETF USD (Acc) 0.01 707.6
EEDS.L iShares MSCI USA ESG Enhanced UCITS ETF 0.01 11.732
INAA.SW iShares MSCI North America UCITS ETF 0.01 126.84
IUSZ.L iShares Edge MSCI USA Size Factor UCITS ETF 0.37 12.69
MVEW.DE iShares Edge MSCI World Minimum Volatility ESG UCITS ETF USD (Acc) 0.22 7.005
SGAS.DE iShares MSCI USA ESG Screened UCITS ETF 0.02 11.842
MVEA.DE iShares Edge MSCI USA Minimum Volatility ESG UCITS ETF 0.24 7.288
USSC.L SPDR MSCI USA Small Cap Value Weighted UCITS ETF 0.009437 85.69
IWFV.L iShares Edge MSCI World Value Factor UCITS ETF USD (Acc) 0.03 4844
MIDD.L iShares FTSE 250 UCITS ETF 0.08 2164
6PSA.DE Invesco FTSE RAFI US 1000 UCITS ETF 0.0009 34.2
IWFS.L iShares Edge MSCI World Size Factor UCITS ETF 0.15 4267
NAESX Vanguard Small Cap Index Fund 0.00638 132.31
STXV Ea Series Trust - Strive 1000 Value ETF 0 36.605
DFSU Dimensional US Sustainability Core 1 ETF 0.00197281 43.45
STXG Strive 1000 Growth ETF 0 49.23
HDUS Hartford Disciplined US Equity ETF 0.284902 65.68
FSUS.L iShares Edge MSCI USA Multifactor UCITS ETF USD (Acc) 0.08 1155.5
FSWD.L iShares Edge MSCI World Multifactor UCITS ETF USD (Acc) 0.07 1054.5
JKE iShares Morningstar Growth ETF 0.00107 283.806
IUSN.DE iShares MSCI World Small Cap UCITS ETF 0.01 8.29
VSIAX Vanguard Small-Cap Value Index Fd Admiral 0.01154 99.37
IS3T.DE iShares Edge MSCI World Size Factor UCITS ETF 0.15 49.17
SWTSX Schwab Total Stock Market Index Fd Select Shs a Series of Schwab Capit 0.00109229 16.45
VEXAX Vanguard Extended Market Index Fd Admiral Shs 0.00018 164.02
IBCZ.DE iShares Edge MSCI World Multifactor UCITS ETF USD (Acc) 0.07 12.124
IDWR.L iShares MSCI World UCITS ETF 0.01 95.96
IQQN.DE iShares MSCI North America UCITS ETF 0.01 107.06
IQQW.DE iShares MSCI World UCITS ETF 0.01 80.958
IS3S.DE iShares Edge MSCI World Value Factor UCITS ETF USD (Acc) 0.03 55.83
SFLNX Schwab Fundamental US Lg Company Index Fund Insti Shs 0.000456483 34.09
V3AB.L Vanguard Funds Public Limited Company - Vanguard ESG Global All Cap UCITS ETF 0.00388 5.8
CU1.L iShares VII PLC - iShares MSCI USA UCITS ETF USD (Acc) 0.01 51690
IUSZ.DE iShares Core FTSE 100 UCITS ETF GBP (Dist) 0.37 11.732
SNXFX Schwab 1000 Index Fund Investor Shares 0.00139743 14.58
INAA.L iShares MSCI North America UCITS ETF 0.01 9307
V3AM.L Vanguard ESG Global All Cap UCITS ETF 0.00388 5.4095
IUVF.L iShares Edge MSCI USA Value Factor UCITS ETF USD (Acc) 0.13 1053
V3AA.L Vanguard Funds Public Limited Company - Vanguard ESG Global All Cap UCITS ETF 0.00388 7.915
PSRF.L Invesco FTSE RAFI US 1000 UCITS ETF 0.0009 2976
ZPRV.DE SPDR MSCI USA Small Cap Value Weighted UCITS ETF 0.009437 72.31
IWDE.L iShares V Public Limited Company - iShares MSCI World EUR Hedged UCITS ETF 0.01 108.39
WLDS.L iShares MSCI World Small Cap UCITS ETF 0.01 7.201
V3AL.L Vanguard Funds Public Limited Company - Vanguard ESG Global All Cap UCITS ETF 0.00388 7.3765
VSMAX Vanguard Small Cap Index Fd Admiral Shs 0.00638 132.33
VINAX Vanguard Industrials Index Fund Admiral Shares 0.16 173.18
EMND.DE iShares MSCI World ESG Enhanced UCITS ETF 0 8.889
IWVL.L iShares Edge MSCI World Value Factor UCITS ETF USD (Acc) 0.03 66.15
GPSA.L iShares MSCI USA ESG Screened UCITS ETF 0.02 10.302
USFM.L UBS (Irl) ETF plc - MSCI USA Select Factor Mix UCITS ETF (USD) A-dis 0.00084 2941
QDVI.DE iShares Edge MSCI USA Value Factor UCITS ETF USD (Acc) 0.13 12.106
SWDA.L iShares Core MSCI World UCITS ETF USD (Acc) 0.01 9741
MVOL.L iShares Edge MSCI World Minimum Volatility UCITS ETF USD (Acc) 0.22 76.035
QDVC.DE iShares Edge MSCI USA Size Factor UCITS ETF 0.37 10.708
USUE.DE UBS (Irl) ETF plc - MSCI USA Select Factor Mix UCITS ETF (USD) A-acc 0.00084 38
VTWAX Vanguard Total World Stock Index Fund Admiral Shares 0.00163 51.77
S6DW.DE iShares MSCI World ESG Screened UCITS ETF 0.01 9.422
IWDA.AS iShares Core MSCI World UCITS ETF USD (Acc) 0.01 111.985
IUSF.L iShares IV Public Limited Company - iShares Edge MSCI USA Size Factor UCITS ETF 0.37 930.5
JKD iShares Morningstar U.S. Equity ETF 0.0011 221.911
JKF iShares Morningstar Value ETF 0.00107 122.189
JKK iShares Morningstar Small-Cap Growth ETF 0.01 307.42
CHEP AGFiQ U.S. Market Neutral Value Fund 0 15.0202
JKJ iShares Morningstar Small-Cap ETF 0.01 231.193
IBCY.DE iShares Edge MSCI USA Multifactor UCITS ETF USD (Acc) 0.08 12.72
JKG iShares Morningstar Mid-Cap ETF 0.00435 251.079
CLU.TO iShares US Fundamental ETF (CAD-H) Comm 0 31.06
JKL iShares Morningstar Small-Cap Value ETF 0.01 172.726
JKI iShares Morningstar Mid-Cap Value ETF 0.0045 185.777
JKH iShares Morningstar Mid-Cap Growth ETF 0.0034 374.169
DFLV 0.00158196 36.91
AVLV Avantis U.S. Large Cap Value ETF 0 83.32
FVI First Trust Total US Market AlphaDEX ETF 0.08 8
VMNFX Vanguard Market Neutral Fund -0.59937 14.19
EQLS Simplify Market Neutral Equity Long/Short ETF -0.0721341 22.325
QIS Simplify Multi-Qis Alternative ETF -0.0182334 14.04
VTS.AX Vanguard US Total Market Shares Index ETF 0.0009 475.91
DCOR Dimensional ETF Trust 0.0019882 75.52
AVLC American Century ETF Trust 0 80.86
VEMPX Vanguard Extended Market Index InstlPlus 0.00018 404.75
IRTR iShares Trust 0 31.475
ITDG iShares Trust 0 39.15
ITDI iShares Trust 0 39.035
ITDH iShares Trust 0 39.125
ITDF iShares Trust 0 38.62
ITDC iShares Trust 0 35.07
ITDB iShares Trust 0 33.81
ITDD Integrated Data Corp. 0 36.49
ITDE iShares Trust 0 37.59
DFVX Dimensional US Large Cap Vector ETF 0.00270048 77.705
AVMC American Century ETF Trust - Avantis U.S. Mid Cap Equity ETF 0.01 75.78
AVMV American Century ETF Trust - Avantis U.S. Mid Cap Value ETF 0.01 77.43
R1VL.L iShares Russell 1000 Value UCITS ETF 0 37.5475
USFMDN.MX UBS (Irl) ETF Public Limited Company - MSCI USA Select Factor Mix UCITS ETF 0.00084 382
LSEQ Harbor ETF Trust Harbor Long-Sh 0.766901 31.9302
GGUS 0 60.73
VSMPX Vanguard Total Stock Mkt Idx Instl Pls 0.0009 307.49
SWMCX Schwab Capital Trust - Schwab U.S. Mid-Cap Index Fund 0.00434948 15.21
SWLGX Schwab Capital Trust - Schwab U.S. Large-Cap Growth Index Fund 0.00169806 16.57
STXM Strive Mid-Cap ETF 0.01 30.84
VTWIX Vanguard Total World Stock Index I 0.00163 298.44
PTL Inspire 500 ETF 0.0574187 261.16
DXUV Dimensional ETF Trust 0.00422786 62.51
WUSA WisdomTree US Domestic Economy ETF -0.0413254 24.78
ITDJ iShares Trust 0 30.385
AVUQ Avantis U.S. Quality ETF 0 59.1181
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