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 $9.48B $57.24B $27.96B $24.73B $18.01B $8.95B
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 4 2 2
Quant Rating Sell Sell Neutral Buy 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) - 0.8 % 0.46 % 0.77 % - -
Dividend Paid and Capex Coverage Ration (TTM) 2.55 % 4.54 % -0.15 % 0.94 % 0.87 % 2.55 %
Dividend Per Share (TTM) - 7.16 % 1.25 % 1.08 % - -
Payout Ratio (TTM) 37.82 % 18.6 % 29.59 % 5.14 % - 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 % 53.94 % 18.95 % 27.83 %
Return on Assets TTM 0.43 % 8.35 % 11.51 % 5.27 % -0.69 % 0.43 %
Return on Equity TTM 1.22 % 27.87 % 370.28 % 21.51 % -3 % 1.22 %
Return on Capital Employed TTM 2.59 % 15.26 % 18.7 % 5.54 % 5.18 % 2.59 %
Net Income Per EBT TTM 41.96 % 74.72 % 84.04 % 86.92 % 146.58 % 41.96 %
EBT Per Ebit TTM 39.85 % 84 % 79.8 % 116.5 % -12.57 % 39.85 %
EBIT Per Revenue TTM 9.3 % 24.68 % 30.94 % 47.19 % 6.83 % 9.3 %
Cash Flow To Debt Ratio TTM 19.72 % 31.5 % -5.03 % 12.6 % 16.31 % 19.72 %
Receivables Turnover TTM 34.75 6.41 10.94 11.29 10.24 34.75
Payables Turnover TTM 23.81 13.39 10.95 6.93 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 % 12.74 % 145.28 % 36.81 %
Asset Turnover TTM 27.75 % 53.9 % 55.47 % 11.02 % 54.69 % 27.75 %
Operating Cash Flow Per Share TTM 8.1 81.86 -1.69 32.34 1.79 8.1
Free Cash Flow Per Share TTM 5.1 71.15 -11.9 -0.83 -0.27 5.1
Cash Per Share TTM 1802.19 % 723.97 % 497.17 % 1057.99 % 5.76 % 1802.19 %
Operating Cash Flow Sales Ratio TTM 26.49 % 32.24 % -7.38 % 69.94 % 20.99 % 26.49 %
Free Cash Flow Operating Cash Flow Ratio TTM 62.94 % 86.92 % 703.53 % -2.58 % -15.33 % 62.94 %
Cash Flow Coverage Ratios TTM 19.72 % 31.5 % -5.03 % 12.6 % 16.31 % 19.72 %
Price To Free Cash Flows Ratio TTM 9.48 12.69 -22.91 -172.74 -24.99 9.48
Price To Operating Cash Flows Ratio TTM 6.16 10.99 -161.19 4.33 3.83 6.16
Price Cash Flow Ratio TTM 6.16 10.99 -161.19 4.33 3.83 6.16
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 0.0008 341.86
IWD iShares Russell 1000 Value ETF 0 224.35
USMV iShares MSCI USA Min Vol Factor ETF 0.27 95.915
IWF iShares Russell 1000 Growth ETF 0 459.54
SCHB Schwab U.S. Broad Market ETF 0.00110496 26.735
VT Vanguard Total World Stock Index Fund 0.00154 147.615
SCHX Schwab U.S. Large-Cap ETF 0.00119237 27.305
ITOT iShares Core S&P Total U.S. Stock Market ETF 0 151.53
ACWI iShares MSCI ACWI ETF 0.01 147.35
IWB iShares Russell 1000 ETF 0 379.56
ACWF iShares MSCI Global Multifactor ETF 0.09 32.7935
VLUE iShares MSCI USA Value Factor ETF 0.12 150.795
SCHV Schwab U.S. Large-Cap Value ETF 0.00280846 32.075
FHB First Hawaiian, Inc. 0.0045 27.045
SCHG Schwab U.S. Large-Cap Growth ETF 0.00271373 31.285
VB Vanguard Small Cap Index Fund 0.00601 278.92
SCHM Schwab U.S. Mid-Cap ETF 0.0146832 32.775
PRF Invesco FTSE RAFI US 1000 ETF 0.002 49.85
DEUS Xtrackers Russell US Multifactor ETF 0.00322569 62.65
IWR iShares Russell Mid-Cap ETF 0 102.27
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 0.16423 77.715
IWS iShares Russell Mid-Cap Value ETF 0 152.61
IWV iShares Russell 3000 ETF 0 394.25
IWP iShares Russell Mid-Cap Growth ETF 0.01 136.495
FNDX Schwab Fundamental U.S. Large Company Index ETF 0.000445442 29.065
FNDB Schwab Fundamental U.S. Broad Market Index ETF 0.000797758 28.435
FGB First Trust Specialty Finance and Financial Opportunities Fund 0.00435 4.15
IYT iShares Transportation Average ETF 0.09041 82.14
VXF Vanguard Extended Market Index Fund 0.00005 219.39
JHMM John Hancock Multifactor Mid Cap ETF 0.01 70.89
CRBN iShares MSCI ACWI Low Carbon Target ETF 0.03 238.905
FIDU Fidelity MSCI Industrials Index ETF 0.14 93.24
VTHR Vanguard Russell 3000 Index Fund 0.00048 306.37
VBR Vanguard Small Cap Value Index Fund 0.01097 232.61
SCHK Schwab 1000 Index ETF 0.00121406 33.365
VONV Vanguard Russell 1000 Value Index Fund 0.00058 98.48
ONEQ Fidelity Nasdaq Composite Index ETF 0 90.93
VIS Vanguard Industrials Index Fund 0.16 337.145
DSI iShares MSCI KLD 400 Social ETF 0.03 130.555
FNX First Trust Mid Cap Core AlphaDEX Fund 0.28 137.88
FNY First Trust Mid Cap Growth AlphaDEX Fund 0.49 97.77
FTLS First Trust Long/Short Equity ETF -0.08 71.28
ILCB iShares Morningstar U.S. Equity ETF 0.0011 95.595
ILCG iShares Morningstar Growth ETF 0.00107 102.765
TILT FlexShares Morningstar US Market Factors Tilt Index Fund 0.005 257.355
TPOR Direxion Daily Transportation Bull 3X Shares 0.0623281 39.465
AMCA iShares Russell 1000 Pure U.S. Revenue ETF 0.07 37.55
XTN SPDR S&P Transportation ETF 0.657245 105
CFA VictoryShares US 500 Volatility Wtd ETF 0.164307 95.875
EPS WisdomTree U.S. Earnings 500 Fund 0.01 72.025
EQAL Invesco Russell 1000 Equal Weight ETF 0.047 56.82
ETHO Etho Climate Leadership U.S. ETF 0.04 70.53
EUSA iShares MSCI USA Equal Weighted ETF 0.16 107.925
FAB First Trust Multi Cap Value AlphaDEX Fund 0.45 98.045
FAD First Trust Multi Cap Growth AlphaDEX Fund 0.15 169.5
FEX First Trust Large Cap Core AlphaDEX Fund 0.45 126.88
FLQL Franklin LibertyQ U.S. Equity ETF 0.03 71.815
FNK First Trust Mid Cap Value AlphaDEX Fund 0.58 60.9
FTA First Trust Large Cap Value AlphaDEX Fund 0.91 93.985
FXD First Trust Consumer Discretionary AlphaDEX Fund 1.22 71.61
IYC iShares US Consumer Discretionary ETF 0.01 103.19
IYY iShares Dow Jones U.S. ETF 0 168.46
JHMI John Hancock Multifactor Industrials ETF 0.28 45.2897
JHML John Hancock Multifactor Large Cap ETF 0 82.58
ILCV iShares Morningstar Value ETF 0.00107 97.98
IMCB iShares Morningstar Mid-Cap ETF 0.00435 87.575
IMCG iShares Morningstar Mid-Cap Growth ETF 0.0034 83.115
IMCV iShares Morningstar Mid-Cap Value ETF 0.0045 88.47
ISCB iShares Morningstar Small-Cap ETF 0.01 69.98
ISCG iShares Morningstar Small-Cap Growth ETF 0.01 59.145
ISCV iShares Morningstar Small-Cap Value ETF 0.01 74.37
JMOM JPMorgan U.S. Momentum Factor ETF 0.01 70.89
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 0.64 86.57
JVAL JPMorgan U.S. Value Factor ETF 0.04 52.08
LOWC SPDR MSCI ACWI Climate Paris Aligned ETF 0.03 30.1878
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 0.01 60.73
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 0.021 63.3
ONEO SPDR Russell 1000 Momentum Focus ETF 0.003618 139.44
ONEV SPDR Russell 1000 Low Volatility Focus ETF 0.008769 142.1
PBUS Invesco PureBeta MSCI USA ETF 0.02 69.375
QUS SPDR MSCI USA StrategicFactors ETF 0.1 180.03
QWLD SPDR MSCI World StrategicFactors ETF 0.01 150.1
ROUS Hartford Multifactor US Equity ETF 0.0684144 61.13
SIZE iShares MSCI USA Size Factor ETF 0.18 168.845
SMMD iShares Russell 2500 ETF 0.02 81.36
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 0.07 45.315
TOK iShares MSCI Kokusai ETF 0.01 141.815
TUSA First Trust Dividend Strength ETF 0.05 46.1232
UCC ProShares Ultra Consumer Services 0 50.72
ULVM VictoryShares USAA MSCI USA Value Momentum ETF 0.617081 98.885
URTH iShares MSCI World ETF 0.01 191.57
USEQ Invesco Russell 1000 Enhanced Equal Weight ETF 0.14 32.4249
USVM VictoryShares USAA MSCI USA Small Cap Value Momentum ETF 0.46 100.135
VFLQ Vanguard U.S. Liquidity Factor ETF 0.29 99.7611
VFMF Vanguard U.S. Multifactor ETF 0.06 163.02
VFMO Vanguard U.S. Momentum Factor ETF 0.03 206.83
VFVA Vanguard U.S. Value Factor ETF 0.56 143.95
VONE Vanguard Russell 1000 Index Fund 0.00105 314.06
VONG Vanguard Russell 1000 Growth Index Fund 0.00048 118.26
DWSH AdvisorShares Dorsey Wright Short ETF -0.84 6.0474
IUSS Invesco RAFI Strategic US Small Company ETF 0.03 33.58
SUSL iShares ESG MSCI USA Leaders ETF 0.03 122.45
XAW.TO iShares Core MSCI All Country World ex Canada Index ETF 0 52.86
XUU.TO iShares Core S&P U.S. Total Market Index ETF 0 68.87
XUH.TO iShares Core S&P U.S. Total Market Index ETF (CAD-Hedged) 0 55.74
XTR.TO iShares Diversified Monthly Income ETF 0 12
XMU.TO iShares MSCI Min Vol USA Index ETF 0.27 87.27
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 58.71
VXC.TO Vanguard FTSE Global All Cap ex Canada Index ETF 0.00039 76.18
VUN.TO Vanguard U.S. Total Market Index ETF 0.0008 125.89
VUS.TO Vanguard U.S. Total Market Index ETF (CAD-hedged) 0.00079 118.65
VITNX Vanguard Institutional Total Stock Market Index Fund Institutional Shares 0.01 115.43
VITPX Vanguard Institutional Total Stock Market Index Fund Institutional Plus Shares 0.01 115.41
VSEQX Vanguard Horizon Funds - Vanguard Strategic Equity Fund 0.02 39.8
VTCIX Vanguard Tax-Managed Funds - Vanguard Tax-Managed Capital Appreciation Fund 0.00657 178.16
VTCLX Vanguard Tax-Managed Capital Appreciation Fund 0.00657 358.59
VBAIX Vanguard Balanced Index Fund Institutional Shares 0.00037 52.63
VBIAX Vanguard Balanced Index Fund Admiral Shares 0.00037 52.62
VBINX Vanguard Balanced Index Fund Investor Shares 0.00037 52.62
VTMFX Vanguard Tax-Managed Balanced Fund Admiral Shares 0.0012 50.01
FLSP Franklin Liberty Systematic Style Premia ETF 0 27.36
FSMD Fidelity Small-Mid Factor ETF 0.17 47.32
MIDF iShares MSCI USA Mid-Cap Multifactor ETF 0.81 36.68
ESGV Vanguard ESG U.S. Stock ETF 0.00086 120.96
AVUS Avantis U.S. Equity ETF 0 117.135
DYNF BlackRock U.S. Equity Factor Rotation ETF 0 61.8
VGRO.TO Vanguard Growth ETF Portfolio 0.00029 44.3
BKMC BNY Mellon US Mid Cap Core Equity ETF 0.01 118.62
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 0.01 115.7
USXF iShares ESG Advanced MSCI USA ETF 0.03 58.95
XBAL.TO iShares Core Balanced ETF Portfolio 0 34.27
XCNS.TO iShares Core Conservative Balanced ETF Portfolio 0 25.8
XEQT.TO iShares Core Equity ETF Portfolio 0 41.455
XGRO.TO iShares Core Growth ETF Portfolio 0 35.995
XINC.TO iShares Core Income Balanced ETF Portfolio 0 21.43
VEQT.TO Vanguard All-Equity ETF Portfolio 0.00036 55.73
VBAL.TO Vanguard Balanced ETF Portfolio 0.00022 37.805
VCNS.TO Vanguard Conservative ETF Portfolio 0.00015 32.08
VCIP.TO Vanguard Conservative Income ETF Portfolio 0.00008 27.325
VRIF.TO Vanguard Retirement Income ETF Portfolio 0.00007 26.945
DFAU Dimensional US Core Equity Market ETF 0.00168364 48.015
EJH E-Home Household Service Holdings Limited 0.0011 0.533
WGRO WisdomTree U.S. Growth & Momentum Fund 1.07 19.7093
DFUS Dimensional U.S. Equity ETF 0.0004737 75.5199
DFAT Dimensional U.S. Targeted Value ETF 0.0160826 66.65
DFAS Dimensional U.S. Small Cap ETF 0.00265809 76.31
DFAC Dimensional U.S. Core Equity 2 ETF 0.00288244 41.32
EUNL.DE iShares Core MSCI World UCITS ETF USD (Acc) 0.01 113.465
IBCH.DE iShares V PLC - iShares MSCI World EUR Hedged UCITS ETF (Acc) 0.01 110.16
IUSQ.DE iShares V PLC - iShares MSCI ACWI UCITS ETF USD (Acc) 0.01 95.24
VTSAX Vanguard Total Stock Market Index Fund 0.0008 166.85
IFSW.L iShares Edge MSCI World Multifactor UCITS ETF USD (Acc) 0.07 14.61
PABU iShares Paris-Aligned Climate MSCI USA ETF 0.18 70.305
AVSU Avantis Responsible U.S. Equity ETF 0 79.4
OALC OneAscent Large Cap Core ETF 0.05 36.21
SSAC.L iShares V PLC - iShares MSCI ACWI UCITS ETF USD (Acc) 0.01 8290
CSUS.L iShares VII PLC - iShares MSCI USA UCITS ETF USD (Acc) 0.01 718.5
EEDG.L iShares MSCI USA ESG Enhanced UCITS ETF 0.01 8.777
EEWD.L iShares MSCI World ESG Enhanced UCITS ETF 0 10.721
IFSU.L iShares Edge MSCI USA Multifactor UCITS ETF USD (Acc) 0.08 15.5075
ISAC.L iShares V PLC - iShares MSCI ACWI UCITS ETF USD (Acc) 0.01 113.32
IUVL.L iShares Edge MSCI USA Value Factor UCITS ETF USD (Acc) 0.13 14.34
IWSZ.L iShares Edge MSCI World Size Factor UCITS ETF 0.15 58.85
PRUS.L Invesco FTSE RAFI US 1000 UCITS ETF 0.0009 40.795
SASU.L iShares MSCI USA ESG Screened UCITS ETF 0.02 14.368
WSML.L iShares MSCI World Small Cap UCITS ETF 0.01 9.935
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 0.05 43.62
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 0 60.145
NZUS SPDR MSCI USA Climate Paris Aligned ETF 0.16 34.845
VSCIX Vanguard Small-Cap Index Fund Institutional Shares 0.00601 133.52
VIEIX Vanguard Extended Market Index Fund Institutional Shares 0.00005 166.55
VITSX Vanguard Total Stock Market Index Fund 0.0008 166.88
DFSV Dimensional US Small Cap Value ETF 0.0313538 37.095
DFUV Dimensional US Marketwide Value ETF 0.00017786 50.51
ESMV iShares ESG MSCI USA Min Vol Factor ETF 0.15 29.405
EEWG.L iShares MSCI World ESG Enhanced UCITS ETF 0 7.84
IWRD.L iShares MSCI World UCITS ETF 0.01 7139
IWDA.L iShares Core MSCI World UCITS ETF USD (Acc) 0.01 135.04
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 11.399
IGWD.L iShares V PLC - iShares MSCI World GBP Hedged UCITS ETF (Acc) 0.01 12282
CSUS.SW iShares VII PLC - iShares MSCI USA UCITS ETF USD (Acc) 0.01 719.9
EEDS.L iShares MSCI USA ESG Enhanced UCITS ETF 0.01 11.998
INAA.SW iShares MSCI North America UCITS ETF 0.01 129.38
IUSZ.L iShares Edge MSCI USA Size Factor UCITS ETF 0.37 12.8475
MVEW.DE iShares Edge MSCI World Minimum Volatility ESG UCITS ETF USD (Acc) 0.22 6.979
SGAS.DE iShares MSCI USA ESG Screened UCITS ETF 0.02 12.072
MVEA.DE iShares Edge MSCI USA Minimum Volatility ESG UCITS ETF 0.24 7.248
USSC.L SPDR MSCI USA Small Cap Value Weighted UCITS ETF 0.009414 86.34
IWFV.L iShares Edge MSCI World Value Factor UCITS ETF USD (Acc) 0.03 4877
MIDD.L iShares FTSE 250 UCITS ETF 0.08 2169
6PSA.DE Invesco FTSE RAFI US 1000 UCITS ETF 0.0009 34.26
IWFS.L iShares Edge MSCI World Size Factor UCITS ETF 0.15 4306
NAESX Vanguard Small Cap Index Fund 0.00601 133.5
STXV Ea Series Trust - Strive 1000 Value ETF 0 36.48
DFSU Dimensional US Sustainability Core 1 ETF 0.00203809 44.28
STXG Strive 1000 Growth ETF 0 50.355
HDUS Hartford Disciplined US Equity ETF 0.284902 66.63
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 1068
JKE iShares Morningstar Growth ETF 0.00107 283.806
IUSN.DE iShares MSCI World Small Cap UCITS ETF 0.01 8.35
VSIAX Vanguard Small-Cap Value Index Fd Admiral 0.01097 99.63
IS3T.DE iShares Edge MSCI World Size Factor UCITS ETF 0.15 49.51
SWTSX Schwab Total Stock Market Index Fd Select Shs a Series of Schwab Capit 0.00109229 16.75
VEXAX Vanguard Extended Market Index Fd Admiral Shs 0.00005 166.56
IBCZ.DE iShares Edge MSCI World Multifactor UCITS ETF USD (Acc) 0.07 12.28
IDWR.L iShares MSCI World UCITS ETF 0.01 97.56
IQQN.DE iShares MSCI North America UCITS ETF 0.01 108.74
IQQW.DE iShares MSCI World UCITS ETF 0.01 81.994
IS3S.DE iShares Edge MSCI World Value Factor UCITS ETF USD (Acc) 0.03 56
SFLNX Schwab Fundamental US Lg Company Index Fund Insti Shs 0.000456483 34.31
V3AB.L Vanguard Funds Public Limited Company - Vanguard ESG Global All Cap UCITS ETF 0.0036 5.894
CU1.L iShares VII PLC - iShares MSCI USA UCITS ETF USD (Acc) 0.01 52560
IUSZ.DE iShares Core FTSE 100 UCITS ETF GBP (Dist) 0.37 11.594
SNXFX Schwab 1000 Index Fund Investor Shares 0.00139743 14.85
INAA.L iShares MSCI North America UCITS ETF 0.01 9470
V3AM.L Vanguard ESG Global All Cap UCITS ETF 0.0036 5.501
IUVF.L iShares Edge MSCI USA Value Factor UCITS ETF USD (Acc) 0.13 1048.5
V3AA.L Vanguard Funds Public Limited Company - Vanguard ESG Global All Cap UCITS ETF 0.0036 8.058
PSRF.L Invesco FTSE RAFI US 1000 UCITS ETF 0.0009 2992
ZPRV.DE SPDR MSCI USA Small Cap Value Weighted UCITS ETF 0.009414 72.58
IWDE.L iShares V Public Limited Company - iShares MSCI World EUR Hedged UCITS ETF 0.01 110.12
WLDS.L iShares MSCI World Small Cap UCITS ETF 0.01 7.27
V3AL.L Vanguard Funds Public Limited Company - Vanguard ESG Global All Cap UCITS ETF 0.0036 7.5185
VSMAX Vanguard Small Cap Index Fd Admiral Shs 0.00601 133.52
VINAX Vanguard Industrials Index Fund Admiral Shares 0.16 173.23
EMND.DE iShares MSCI World ESG Enhanced UCITS ETF 0 9.006
IWVL.L iShares Edge MSCI World Value Factor UCITS ETF USD (Acc) 0.03 67.01
GPSA.L iShares MSCI USA ESG Screened UCITS ETF 0.02 10.516
USFM.L UBS (Irl) ETF plc - MSCI USA Select Factor Mix UCITS ETF (USD) A-dis 0.00087 2956
QDVI.DE iShares Edge MSCI USA Value Factor UCITS ETF USD (Acc) 0.13 12.046
SWDA.L iShares Core MSCI World UCITS ETF USD (Acc) 0.01 9880
MVOL.L iShares Edge MSCI World Minimum Volatility UCITS ETF USD (Acc) 0.22 75.61
QDVC.DE iShares Edge MSCI USA Size Factor UCITS ETF 0.37 10.794
USUE.DE UBS (Irl) ETF plc - MSCI USA Select Factor Mix UCITS ETF (USD) A-acc 0.00087 38.025
VTWAX Vanguard Total World Stock Index Fund Admiral Shares 0.00154 52.28
S6DW.DE iShares MSCI World ESG Screened UCITS ETF 0.01 9.574
IWDA.AS iShares Core MSCI World UCITS ETF USD (Acc) 0.01 113.425
IUSF.L iShares IV Public Limited Company - iShares Edge MSCI USA Size Factor UCITS ETF 0.37 939.25
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 13.294
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 0.00165785 36.975
AVLV Avantis U.S. Large Cap Value ETF 0 83.025
FVI First Trust Total US Market AlphaDEX ETF 0.08 8
VMNFX Vanguard Market Neutral Fund -0.59937 14.1
EQLS Simplify Market Neutral Equity Long/Short ETF -0.0721341 22.325
QIS Simplify Multi-Qis Alternative ETF -0.0182334 14.0736
VTS.AX Vanguard US Total Market Shares Index ETF 0.0008 484.72
DCOR Dimensional ETF Trust 0.00208693 76.53
AVLC American Century ETF Trust 0 81.735
VEMPX Vanguard Extended Market Index InstlPlus 0.00005 411.02
IRTR iShares Trust 0 31.47
ITDG iShares Trust 0 39.44
ITDI iShares Trust 0 39.41
ITDH iShares Trust 0 39.44
ITDF iShares Trust 0 38.92
ITDC iShares Trust 0 35.16
ITDB iShares Trust 0 33.855
ITDD Integrated Data Corp. 0 36.63
ITDE iShares Trust 0 37.76
DFVX Dimensional US Large Cap Vector ETF 0.00270048 78.3
AVMC American Century ETF Trust - Avantis U.S. Mid Cap Equity ETF 0.01 76.1
AVMV American Century ETF Trust - Avantis U.S. Mid Cap Value ETF 0.01 77.67
R1VL.L iShares Russell 1000 Value UCITS ETF 0 37.675
USFMDN.MX UBS (Irl) ETF Public Limited Company - MSCI USA Select Factor Mix UCITS ETF 0.00087 382
LSEQ Harbor ETF Trust Harbor Long-Sh 0.766901 31.65
GGUS 0 62.22
VSMPX Vanguard Total Stock Mkt Idx Instl Pls 0.0008 313.05
SWMCX Schwab Capital Trust - Schwab U.S. Mid-Cap Index Fund 0.00434948 15.27
SWLGX Schwab Capital Trust - Schwab U.S. Large-Cap Growth Index Fund 0.00169806 17.08
STXM Strive Mid-Cap ETF 0.01 31.04
VTWIX Vanguard Total World Stock Index I 0.00154 301.4
PTL Inspire 500 ETF 0.0579724 263.12
DXUV Dimensional ETF Trust 0.00442509 63.175
WUSA WisdomTree US Domestic Economy ETF -0.0413254 24.78
ITDJ iShares Trust 0 30.65
AVUQ Avantis U.S. Quality ETF 0 60.5
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