⌘K

LPL Financial Holdings Inc. (LPLA)

$221.24 -7.51% $-17.96 Financial Services

LPL Financial Holdings Inc., together with its subsidiaries, provides an integrated platform of brokerage and investment advisory services to independent financial advisors and financial advisors at financial institutions in the United States. Its brokerage offerings include variable and fixed annuities, mutual funds, equities, retirement and education savings plans, fixed income, and insurance, as well as alternative investments, such as non-traded real estate investment trusts and auction rate notes. The company also provides advisory platforms that provide access to mutual funds, exchange-traded funds, stocks, bonds, certain option strategies, unit investment trusts, and institutional money managers and no-load multi-manager variable annuities. In addition, it offers money market programs; and retirement solutions for commission-and fee-based services that allow advisors to provide brokerage services, consultation, and advice to retirement plan sponsors. Further, the company provides other services comprising tools and services that enable advisors to maintain and grow their practices; trust, investment management oversight, and custodial services to trusts for estates and families, as well as insurance brokerage general agency services; and technology products, such as proposal generation, investment analytics, and portfolio modeling. The company was formerly known as LPL Investment Holdings Inc. and changed its name to LPL Financial Holdings Inc. in June 2012. LPL Financial Holdings Inc. was founded in 1989 and is based in San Diego, California.

Market cap

$16.53B

CEO

Mr. Dan Hogan Arnold Jr., B.S., CPA, M.B.A.

Full time employees

6,141.00

Headquarters

San Diego, CA

IPO Date

Nov 18, 2010

Price-to-earnings (PE) Ratio

17.24

Earnings-per-share (EPS)

$12.83

Cash ratio (TTM)

0.30

Current ratio (TTM)

1.85

Dividend yield (TTM)

0.53%

Earnings yield (TTM)

6.74%

Net profit margin (TTM)

21.68%

PE ratio (TTM)

14.83

PEG ratio (TTM)

-0.58

Price-to-book ratio (TTM)

8.28

Price-to-sales ratio (TTM)

3.20

Quick ratio (TTM)

1.32

Return on assets (TTM)

12.31%

Return on equity (TTM)

54.49%

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ETF Exposure (120)

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4.16%

$20.60 0.49% $0.10

Neutral

The Future Fund Active ETF

FFND

2.94%

$22.76 -0.86% $-0.20

Neutral

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IAI

2.47591%

$124.46 0.92% $1.14

Uptrend

First Trust Capital Strength ETF

FTCS

2.07%

$86.47 1.11% $0.95

Uptrend

ProShares Equities for Rising Rates ETF

EQRR

1.5879826488660047%

$58.51 0.94% $0.55

Neutral

First Trust Financials AlphaDEX Fund

FXO

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$50.20 1.46% $0.72

Uptrend

Invesco Zacks Mid-Cap ETF

CZA

1.228%

$101.92 1.21% $1.22

Uptrend

SPDR S&P Capital Markets ETF

KCE

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Uptrend

Janus Henderson Short Duration Income ETF

VNLA

1.01%

$48.72 0.13% $0.06

Uptrend

First Trust Mid Cap US Equity Select ETF

RNMC

$31.68 -0.83% $-0.26

Neutral

First Trust Large Cap Growth AlphaDEX Fund

FTC

0.7%

$122.13 1.68% $2.02

Neutral

iShares Russell Mid-Cap Growth ETF

IWP

0.61039%

$110.27 0.46% $0.51

Neutral

Vanguard Mid-Cap Growth Index Fund Investor Shares

VMGIX

0.6%

$90.55 0.86% $0.77

Neutral

Vanguard Mid-Cap Growth Index Fund

VMGMX

0.6%

$99.12 0.86% $0.85

Neutral

Vanguard Mid-Cap Growth Index Fund

VOT

0.6%

$230.21 0.70% $1.61

Neutral

First Trust Multi Cap Growth AlphaDEX Fund

FAD

0.34%

$125.93 1.45% $1.80

Uptrend

First Trust Large Cap Core AlphaDEX Fund

FEX

0.34%

$99.19 1.25% $1.22

Uptrend

iShares U.S. Financials ETF

IYF

0.31919%

$101.19 1.42% $1.42

Uptrend

iShares Morningstar Mid-Cap Growth ETF

IMCG

0.31757%

$68.58 1.15% $0.78

Uptrend

iShares U.S. Financial Services ETF

IYG

0.31153%

$69.16 1.27% $0.87

Uptrend

Vanguard Financials Index Fund

VFAIX

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$53.24 1.51% $0.79

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VXF

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$178.79 1.58% $2.78

Uptrend

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TTAC

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ETHO

0.28%

$59.19 1.22% $0.71

Uptrend

Vanguard Mid-Cap Index Fund Institutional Shares

VMCIX

0.28%

$68.12 1.17% $0.79

Uptrend

Vanguard Mid Cap Index Fund

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$249.09 1.20% $2.96

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First Trust BuyWrite Income ETF

FTHI

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$22.46 1.08% $0.24

Neutral

SPDR Russell 1000 Momentum Focus ETF

ONEO

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$113.63 1.43% $1.60

Uptrend

Fidelity MSCI Financials Index ETF

FNCL

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$61.61 1.36% $0.82

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BlackRock U.S. Carbon Transition Readiness ETF

LCTU

0.24036%

$59.38 0.97% $0.57

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Vanguard Capital Opportunity Fund

VHCAX

0.19%

$197.64 0.63% $1.23

Neutral

Vanguard Capital Opportunity Fund Investor Shares

VHCOX

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$85.62 0.63% $0.54

Neutral

Dimensional US High Profitability ETF

DUHP

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Uptrend

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IMCB

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$72.18 1.20% $0.86

Uptrend

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Uptrend

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IWR

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SIZE

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iShares MSCI USA Equal Weighted ETF

EUSA

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Uptrend

iShares MSCI USA Quality Factor ETF

QUAL

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Neutral

SPDR Russell 1000 Low Volatility Focus ETF

ONEV

0.126618%

$124.37 1.69% $2.07

Uptrend

First Trust Nasdaq BuyWrite Income ETF

FTQI

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$19.97 1.17% $0.23

Downtrend

Dimensional US Sustainability Core 1 ETF

DFSU

0.09432852%

$35.52 1.25% $0.44

Uptrend

Innovator Equity Managed Floor ETF

SFLR

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Uptrend

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VUG

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Neutral

iShares ESG Advanced MSCI USA ETF

USXF

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PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF

MFUS

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Uptrend

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VFMF

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Uptrend

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VONG

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Neutral

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OMFL

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EQAL

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Uptrend

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ESGV

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Uptrend

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Uptrend

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DFAU

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Uptrend

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IUS

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Uptrend

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IETC

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Uptrend

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SCHX

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$64.42 1.13% $0.72

Uptrend

Schwab 1000 Index ETF

SCHK

0.040817864%

$52.53 1.21% $0.63

Uptrend

Global X Adaptive U.S. Risk Management ETF

ONOF

0.04%

$33.90 0.92% $0.31

Uptrend

Strive 1000 Growth ETF

STXG

0.04%

$39.12 0.82% $0.32

Neutral

Vanguard Institutional Total Stock Market Index Fund Institutional Shares

VITNX

0.04%

$93.50 1.17% $1.08

Uptrend

Vanguard Institutional Total Stock Market Index Fund

VITPX

0.04%

$93.48 1.17% $1.08

Uptrend

Vanguard Total Stock Market Index Fund

VITSX

0.04%

$131.29 1.17% $1.52

Uptrend

Vanguard Russell 1000 Index Fund

VONE

0.04%

$247.01 1.24% $3.02

Uptrend

Vanguard Tax-Managed Capital Appreciation Fund Institutional Shares

VTCIX

0.04%

$139.50 1.13% $1.56

Uptrend

Vanguard Tax-Managed Capital Appreciation Fund

VTCLX

0.04%

$280.78 1.13% $3.15

Uptrend

Vanguard Russell 3000 Index Fund

VTHR

0.04%

$241.43 1.15% $2.75

Uptrend

Vanguard Total Stock Market Index Fund

VTI

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Uptrend

Vanguard Total Stock Market Index Fund

VTSAX

0.04%

$131.27 1.17% $1.52

Uptrend

Schwab U.S. Broad Market ETF

SCHB

0.039106947%

$63.36 1.20% $0.75

Uptrend

Schwab Fundamental U.S. Large Company Index ETF

FNDX

0.0363424986%

$68.85 1.41% $0.96

Uptrend

Invesco PureBeta MSCI USA ETF

PBUS

0.036%

$54.46 1.19% $0.64

Uptrend

iShares Morningstar U.S. Equity ETF

ILCB

0.034%

$75.25 1.21% $0.90

Uptrend

Schwab Fundamental U.S. Broad Market Index ETF

FNDB

0.0334148169%

$67.76 1.38% $0.92

Uptrend

SPDR MSCI World StrategicFactors ETF

QWLD

0.032718%

$122.54 1.05% $1.27

Uptrend

iShares Russell 1000 ETF

IWB

0.03212%

$298.55 1.14% $3.37

Uptrend

iShares Dow Jones U.S. ETF

IYY

0.03184%

$132.45 0.87% $1.15

Uptrend

Dimensional U.S. Equity ETF

DFUS

0.03130292%

$59.20 1.09% $0.64

Uptrend

iShares Russell 3000 ETF

IWV

0.03098%

$311.38 1.18% $3.63

Uptrend

iShares Core S&P Total U.S. Stock Market ETF

ITOT

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$119.77 1.20% $1.42

Uptrend

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BBUS

0.03%

$98.19 1.11% $1.08

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STRV

0.03%

$34.96 1.10% $0.38

Uptrend

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TILT

0.0275%

$204.92 1.15% $2.33

Uptrend

Schwab 5-10 Year Corporate Bond ETF

SCHI

0.0265717858%

$44.73 0.45% $0.20

Uptrend

iShares MSCI Kokusai ETF

TOK

0.02428%

$110.98 1.67% $1.82

Uptrend

iShares MSCI World ETF

URTH

0.02419%

$148.13 1.11% $1.63

Uptrend

Invesco FTSE RAFI US 1000 ETF

PRF

0.024%

$39.30 1.39% $0.54

Uptrend

iShares MSCI ACWI ETF

ACWI

0.02115%

$112.77 1.18% $1.32

Neutral

Vanguard Balanced Index Fund Institutional Shares

VBAIX

0.02%

$47.88 0.84% $0.40

Uptrend

Vanguard Balanced Index Fund Admiral Shares

VBIAX

0.02%

$47.88 0.86% $0.41

Uptrend

Vanguard Balanced Index Fund

VBINX

0.02%

$47.88 0.86% $0.41

Uptrend

Vanguard Total World Stock Index Fund

0.02%

$113.54 1.15% $1.29

Uptrend

Schwab 1-5 Year Corporate Bond ETF

SCHJ

0.0186928351%

$48.71 0.17% $0.08

Uptrend

T. Rowe Price US Equity Research ETF

TSPA

0.017669%

$34.14 0.98% $0.33

Neutral

Vanguard Tax-Managed Balanced Fund Admiral Shares

VTMFX

0.01%

$43.75 0.53% $0.23

Uptrend

WisdomTree U.S. Value Fund

WTV

0.0055024%

$75.37 1.07% $0.80

Uptrend

WisdomTree U.S. Multifactor Fund

USMF

0.0023769%

$46.89 1.21% $0.56

Uptrend

Schwab U.S. Aggregate Bond ETF

SCHZ

0.0019528931%

$46.15 0.44% $0.20

Uptrend

Wisdomtree U.S. Quality Growth Fund

QGRW

6.722e-4%

$42.99 0.70% $0.30

Neutral

WisdomTree U.S. Earnings 500 Fund

EPS

4.133e-4%

$57.26 1.17% $0.66

Uptrend

WisdomTree U.S. Quality Dividend Growth Fund

DGRW

2.582e-4%

$78.97 1.19% $0.93

Uptrend

WisdomTree U.S. Total Dividend Fund

DTD

1.899e-4%

$73.26 1.12% $0.81

Uptrend

WisdomTree U.S. LargeCap Dividend Fund

DLN

1.775e-4%

$74.74 1.12% $0.83

Uptrend

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GSEW

$73.35 1.37% $0.99

Uptrend

Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF

GSLC

$107.29 1.28% $1.36

Uptrend

Goldman Sachs MarketBeta U.S. 1000 Equity ETF

GUSA

$46.61 -0.26% $-0.12

Neutral

Goldman Sachs JUST U.S. Large Cap Equity ETF

JUST

$78.04 1.02% $0.79

Uptrend

VanEck Morningstar SMID Moat ETF

SMOT

$33.37 1.83% $0.60

Uptrend

Schwab U.S. Aggregate Bond Index Fund

SWAGX

$8.88 0.34% $0.03

Uptrend

Downtrend

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Uptrend

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EVR

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Uptrend

Stifel Financial Corp.

$88.22 1.78% $1.54

Uptrend

MarketAxess Holdings Inc.

MKTX

$225.63 2.16% $4.77

Downtrend

Piper Sandler Companies

PIPR

$275.15 2.68% $7.17

Uptrend

Moelis & Company

$68.08 1.89% $1.26

Uptrend

PJT Partners Inc.

PJT

$126.38 1.51% $1.88

Uptrend

Perella Weinberg Partners

PWP

$19.06 4.84% $0.88

Uptrend

ETF Exposure (120)

AdvisorShares Gerber Kawasaki ETF

4.16%

$20.60 0.49% $0.10

Neutral

The Future Fund Active ETF

FFND

2.94%

$22.76 -0.86% $-0.20

Neutral

iShares U.S. Broker-Dealers & Securities Exchanges ETF

IAI

2.47591%

$124.46 0.92% $1.14

Uptrend

First Trust Capital Strength ETF

FTCS

2.07%

$86.47 1.11% $0.95

Uptrend

ProShares Equities for Rising Rates ETF

EQRR

1.5879826488660047%

$58.51 0.94% $0.55

Neutral

First Trust Financials AlphaDEX Fund

FXO

1.23%

$50.20 1.46% $0.72

Uptrend

Invesco Zacks Mid-Cap ETF

CZA

1.228%

$101.92 1.21% $1.22

Uptrend

SPDR S&P Capital Markets ETF

KCE

1.225706%

$120.79 1.01% $1.21

Uptrend

Janus Henderson Short Duration Income ETF

VNLA

1.01%

$48.72 0.13% $0.06

Uptrend

First Trust Mid Cap US Equity Select ETF

RNMC

$31.68 -0.83% $-0.26

Neutral

First Trust Large Cap Growth AlphaDEX Fund

FTC

0.7%

$122.13 1.68% $2.02

Neutral

iShares Russell Mid-Cap Growth ETF

IWP

0.61039%

$110.27 0.46% $0.51

Neutral

Vanguard Mid-Cap Growth Index Fund Investor Shares

VMGIX

0.6%

$90.55 0.86% $0.77

Neutral

Vanguard Mid-Cap Growth Index Fund

VMGMX

0.6%

$99.12 0.86% $0.85

Neutral

Vanguard Mid-Cap Growth Index Fund

VOT

0.6%

$230.21 0.70% $1.61

Neutral

First Trust Multi Cap Growth AlphaDEX Fund

FAD

0.34%

$125.93 1.45% $1.80

Uptrend

First Trust Large Cap Core AlphaDEX Fund

FEX

0.34%

$99.19 1.25% $1.22

Uptrend

iShares U.S. Financials ETF

IYF

0.31919%

$101.19 1.42% $1.42

Uptrend

iShares Morningstar Mid-Cap Growth ETF

IMCG

0.31757%

$68.58 1.15% $0.78

Uptrend

iShares U.S. Financial Services ETF

IYG

0.31153%

$69.16 1.27% $0.87

Uptrend

Vanguard Financials Index Fund

VFAIX

0.31%

$53.24 1.51% $0.79

Uptrend

Vanguard Financials Index Fund

VFH

0.31%

$106.29 1.49% $1.56

Uptrend

Vanguard Extended Market Index Fund Institutional Shares

VIEIX

0.31%

$135.60 1.57% $2.10

Uptrend

Vanguard Extended Market Index Fund

VXF

0.31%

$178.79 1.58% $2.78

Uptrend

FCF US Quality ETF

TTAC

0.3%

$61.80 1.80% $1.09

Uptrend

Etho Climate Leadership U.S. ETF

ETHO

0.28%

$59.19 1.22% $0.71

Uptrend

Vanguard Mid-Cap Index Fund Institutional Shares

VMCIX

0.28%

$68.12 1.17% $0.79

Uptrend

Vanguard Mid Cap Index Fund

0.28%

$249.09 1.20% $2.96

Uptrend

First Trust BuyWrite Income ETF

FTHI

0.26%

$22.46 1.08% $0.24

Neutral

SPDR Russell 1000 Momentum Focus ETF

ONEO

0.25706%

$113.63 1.43% $1.60

Uptrend

Fidelity MSCI Financials Index ETF

FNCL

0.25554986%

$61.61 1.36% $0.82

Uptrend

BlackRock U.S. Carbon Transition Readiness ETF

LCTU

0.24036%

$59.38 0.97% $0.57

Uptrend

Vanguard Capital Opportunity Fund

VHCAX

0.19%

$197.64 0.63% $1.23

Neutral

Vanguard Capital Opportunity Fund Investor Shares

VHCOX

0.19%

$85.62 0.63% $0.54

Neutral

Dimensional US High Profitability ETF

DUHP

0.16579086%

$32.22 1.16% $0.37

Uptrend

iShares Morningstar Mid-Cap ETF

IMCB

0.15876%

$72.18 1.20% $0.86

Uptrend

VictoryShares US 500 Volatility Wtd ETF

CFA

0.1470374%

$81.58 1.15% $0.93

Uptrend

VictoryShares US 500 Enhanced Volatility Wtd ETF

CFO

0.14703374%

$66.14 1.33% $0.87

Uptrend

iShares Russell Mid-Cap ETF

IWR

0.14675%

$84.16 1.32% $1.10

Uptrend

iShares MSCI USA Size Factor ETF

SIZE

0.13931%

$141.53 1.41% $1.97

Uptrend

iShares MSCI USA Equal Weighted ETF

EUSA

0.13557%

$90.94 1.39% $1.25

Uptrend

iShares MSCI USA Quality Factor ETF

QUAL

0.12776%

$169.36 1.29% $2.16

Neutral

SPDR Russell 1000 Low Volatility Focus ETF

ONEV

0.126618%

$124.37 1.69% $2.07

Uptrend

First Trust Nasdaq BuyWrite Income ETF

FTQI

0.11%

$19.97 1.17% $0.23

Downtrend

Dimensional US Sustainability Core 1 ETF

DFSU

0.09432852%

$35.52 1.25% $0.44

Uptrend

Innovator Equity Managed Floor ETF

SFLR

0.09%

$31.10 1.27% $0.39

Uptrend

Vanguard Growth Index Fund

VUG

0.09%

$361.72 0.85% $3.04

Neutral

iShares ESG Advanced MSCI USA ETF

USXF

0.08456%

$46.34 1.42% $0.65

Neutral

PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF

MFUS

0.08%

$48.26 1.15% $0.55

Uptrend

Vanguard U.S. Multifactor ETF

VFMF

0.08%

$130.15 1.68% $2.15

Uptrend

Vanguard Russell 1000 Growth Index Fund

VONG

0.08%

$90.86 0.84% $0.76

Neutral

Victoryshares Westend U.S. Sector ETF

MODL

0.07671059%

$37.22 0.84% $0.31

Uptrend

Schwab U.S. Large-Cap Growth ETF

SCHG

0.0763258331%

$98.27 0.93% $0.91

Neutral

Dimensional U.S. Core Equity 2 ETF

DFAC

0.07205869000000001%

$33.02 1.26% $0.41

Uptrend

Fidelity Nasdaq Composite Index ETF

ONEQ

0.06999999999999999%

$68.45 1.08% $0.73

Neutral

iShares Morningstar Growth ETF

ILCG

0.06871%

$78.96 1.01% $0.79

Neutral

iShares ESG MSCI USA Leaders ETF

SUSL

0.06306%

$96.65 1.14% $1.09

Neutral

FlexShares Credit-Scored US Corporate Bond Index Fund

SKOR

0.0623%

$47.97 0.30% $0.14

Uptrend

iShares Russell 1000 Growth ETF

IWF

0.06056%

$353.21 0.84% $2.93

Neutral

SPDR MSCI USA StrategicFactors ETF

QUS

0.0553%

$149.61 1.20% $1.78

Uptrend

Invesco Russell 1000 Dynamic Multifactor ETF

OMFL

0.052%

$49.84 1.26% $0.62

Downtrend

Invesco Russell 1000 Equal Weight ETF

EQAL

0.051%

$46.40 1.47% $0.67

Uptrend

Vanguard ESG U.S. Stock ETF

ESGV

0.05%

$96.62 1.24% $1.18

Uptrend

Vanguard Large Cap Index Fund

0.05%

$249.62 1.11% $2.73

Uptrend

Dimensional US Core Equity Market ETF

DFAU

0.0490967%

$37.89 1.23% $0.46

Uptrend

Invesco RAFI Strategic US ETF

IUS

0.048%

$48.27 1.47% $0.70

Uptrend

iShares Evolved U.S. Technology ETF

IETC

0.0454%

$73.76 1.25% $0.91

Uptrend

Schwab U.S. Large-Cap ETF

SCHX

0.0419809463%

$64.42 1.13% $0.72

Uptrend

Schwab 1000 Index ETF

SCHK

0.040817864%

$52.53 1.21% $0.63

Uptrend

Global X Adaptive U.S. Risk Management ETF

ONOF

0.04%

$33.90 0.92% $0.31

Uptrend

Strive 1000 Growth ETF

STXG

0.04%

$39.12 0.82% $0.32

Neutral

Vanguard Institutional Total Stock Market Index Fund Institutional Shares

VITNX

0.04%

$93.50 1.17% $1.08

Uptrend

Vanguard Institutional Total Stock Market Index Fund

VITPX

0.04%

$93.48 1.17% $1.08

Uptrend

Vanguard Total Stock Market Index Fund

VITSX

0.04%

$131.29 1.17% $1.52

Uptrend

Vanguard Russell 1000 Index Fund

VONE

0.04%

$247.01 1.24% $3.02

Uptrend

Vanguard Tax-Managed Capital Appreciation Fund Institutional Shares

VTCIX

0.04%

$139.50 1.13% $1.56

Uptrend

Vanguard Tax-Managed Capital Appreciation Fund

VTCLX

0.04%

$280.78 1.13% $3.15

Uptrend

Vanguard Russell 3000 Index Fund

VTHR

0.04%

$241.43 1.15% $2.75

Uptrend

Vanguard Total Stock Market Index Fund

VTI

0.04%

$269.69 1.20% $3.19

Uptrend

Vanguard Total Stock Market Index Fund

VTSAX

0.04%

$131.27 1.17% $1.52

Uptrend

Schwab U.S. Broad Market ETF

SCHB

0.039106947%

$63.36 1.20% $0.75

Uptrend

Schwab Fundamental U.S. Large Company Index ETF

FNDX

0.0363424986%

$68.85 1.41% $0.96

Uptrend

Invesco PureBeta MSCI USA ETF

PBUS

0.036%

$54.46 1.19% $0.64

Uptrend

iShares Morningstar U.S. Equity ETF

ILCB

0.034%

$75.25 1.21% $0.90

Uptrend

Schwab Fundamental U.S. Broad Market Index ETF

FNDB

0.0334148169%

$67.76 1.38% $0.92

Uptrend

SPDR MSCI World StrategicFactors ETF

QWLD

0.032718%

$122.54 1.05% $1.27

Uptrend

iShares Russell 1000 ETF

IWB

0.03212%

$298.55 1.14% $3.37

Uptrend

iShares Dow Jones U.S. ETF

IYY

0.03184%

$132.45 0.87% $1.15

Uptrend

Dimensional U.S. Equity ETF

DFUS

0.03130292%

$59.20 1.09% $0.64

Uptrend

iShares Russell 3000 ETF

IWV

0.03098%

$311.38 1.18% $3.63

Uptrend

iShares Core S&P Total U.S. Stock Market ETF

ITOT

0.03057%

$119.77 1.20% $1.42

Uptrend

JPMorgan BetaBuilders U.S. Equity ETF

BBUS

0.03%

$98.19 1.11% $1.08

Uptrend

Strive 500 ETF

STRV

0.03%

$34.96 1.10% $0.38

Uptrend

FlexShares Morningstar US Market Factors Tilt Index Fund

TILT

0.0275%

$204.92 1.15% $2.33

Uptrend

Schwab 5-10 Year Corporate Bond ETF

SCHI

0.0265717858%

$44.73 0.45% $0.20

Uptrend

iShares MSCI Kokusai ETF

TOK

0.02428%

$110.98 1.67% $1.82

Uptrend

iShares MSCI World ETF

URTH

0.02419%

$148.13 1.11% $1.63

Uptrend

Invesco FTSE RAFI US 1000 ETF

PRF

0.024%

$39.30 1.39% $0.54

Uptrend

iShares MSCI ACWI ETF

ACWI

0.02115%

$112.77 1.18% $1.32

Neutral

Vanguard Balanced Index Fund Institutional Shares

VBAIX

0.02%

$47.88 0.84% $0.40

Uptrend

Vanguard Balanced Index Fund Admiral Shares

VBIAX

0.02%

$47.88 0.86% $0.41

Uptrend

Vanguard Balanced Index Fund

VBINX

0.02%

$47.88 0.86% $0.41

Uptrend

Vanguard Total World Stock Index Fund

0.02%

$113.54 1.15% $1.29

Uptrend

Schwab 1-5 Year Corporate Bond ETF

SCHJ

0.0186928351%

$48.71 0.17% $0.08

Uptrend

T. Rowe Price US Equity Research ETF

TSPA

0.017669%

$34.14 0.98% $0.33

Neutral

Vanguard Tax-Managed Balanced Fund Admiral Shares

VTMFX

0.01%

$43.75 0.53% $0.23

Uptrend

WisdomTree U.S. Value Fund

WTV

0.0055024%

$75.37 1.07% $0.80

Uptrend

WisdomTree U.S. Multifactor Fund

USMF

0.0023769%

$46.89 1.21% $0.56

Uptrend

Schwab U.S. Aggregate Bond ETF

SCHZ

0.0019528931%

$46.15 0.44% $0.20

Uptrend

Wisdomtree U.S. Quality Growth Fund

QGRW

6.722e-4%

$42.99 0.70% $0.30

Neutral

WisdomTree U.S. Earnings 500 Fund

EPS

4.133e-4%

$57.26 1.17% $0.66

Uptrend

WisdomTree U.S. Quality Dividend Growth Fund

DGRW

2.582e-4%

$78.97 1.19% $0.93

Uptrend

WisdomTree U.S. Total Dividend Fund

DTD

1.899e-4%

$73.26 1.12% $0.81

Uptrend

WisdomTree U.S. LargeCap Dividend Fund

DLN

1.775e-4%

$74.74 1.12% $0.83

Uptrend

Goldman Sachs Equal Weight U.S. Large Cap Equity ETF

GSEW

$73.35 1.37% $0.99

Uptrend

Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF

GSLC

$107.29 1.28% $1.36

Uptrend

Goldman Sachs MarketBeta U.S. 1000 Equity ETF

GUSA

$46.61 -0.26% $-0.12

Neutral

Goldman Sachs JUST U.S. Large Cap Equity ETF

JUST

$78.04 1.02% $0.79

Uptrend

VanEck Morningstar SMID Moat ETF

SMOT

$33.37 1.83% $0.60

Uptrend

Schwab U.S. Aggregate Bond Index Fund

SWAGX

$8.88 0.34% $0.03

Uptrend