CGL
Chester Gary Lloyd Portfolio
Invests via Coston, McIsaac & Partners | Managed by Chester Gary Lloyd
Invests via Coston, McIsaac & Partners
Managed by Chester Gary Lloyd
Automatically Tracked
Chester Gary Lloyd Profile
With a diverse career spanning entrepreneurship and investment leadership, Chester Gary Lloyd stands out as a notable figure in the private equity landscape. His experience includes founding several successful startups, where he honed his expertise in identifying high-potential market opportunities. Known for fostering strategic partnerships, he plays an instrumental role in guiding companies through growth phases and operational scaling. Additionally, Lloyd's background includes significant contributions to financial advisory services aimed at optimizing business performance across various sectors. His dual insight as both an operator and investor enhances his relevance within capital markets.
With a diverse career spanning entrepreneurship and investment leadership, Chester Gary Lloyd stands out as a notable figure in the private equity landscape. His experience includes founding several successful startups, where he honed his expertise in identifying high-potential market opportunities. Known for fostering strategic partnerships, he plays an instrumental role in guiding companies through growth phases and operational scaling. Additionally, Lloyd's background includes significant contributions to financial advisory services aimed at optimizing business performance across various sectors. His dual insight as both an operator and investor enhances his relevance within capital markets.
Investment Philosophy & Strategy
In the realm of private equity, opportunities abound for those with a keen eye for transformative potential. Chester Gary Lloyd leverages his entrepreneurial acumen and investment experience to target underappreciated sectors primed for revitalization. His strategy focuses on cultivating strategic alliances that enhance operational efficiency and drive scalable growth. By emphasizing hands-on involvement in portfolio companies, he aims to unlock latent value while fostering innovation within teams. This proactive approach not only positions investments for success but also emphasizes sustainable practices that contribute positively to market dynamics.
In the realm of private equity, opportunities abound for those with a keen eye for transformative potential. Chester Gary Lloyd leverages his entrepreneurial acumen and investment experience to target underappreciated sectors primed for revitalization. His strategy focuses on cultivating strategic alliances that enhance operational efficiency and drive scalable growth. By emphasizing hands-on involvement in portfolio companies, he aims to unlock latent value while fostering innovation within teams. This proactive approach not only positions investments for success but also emphasizes sustainable practices that contribute positively to market dynamics.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
49.97%
Gain +0.9%
Monthly
1.15%
Yearly
14.76%
Drawdown
18.18%
$444.64M
Equity
Holdings
$444.64M
Investment
$339.84M
$119.62M
Profit +$2.01M
Realized
$14.82M
Unrealized
$104.8M
Dividends
$33.54M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.9%
Profit
$2.01M
Win %
77%
This Week
Compared To Last Week
Gain
-0.2%
Profit
-$905,324.61
Win %
77%
This Month
Compared to last month
Gain
0.58%
Profit
$2.55M
Win %
77%
This Year
Compared to last year
Gain
6.58%
Profit
$27.45M
Win %
76%
HHDS Highlands REIT, Inc.
+282.48%
+$370.18 
HAS Hasbro Inc.
+11.96%
+$1,825.12 
COIN Coinbase Global, Inc.
+8.62%
+$829.8 
MMM 3M Company
+8.32%
+$4,221.97 
MU Micron Technology, Inc.
+7.72%
+$1,670.25 
CRCL Circle Internet Group, Inc.
+7.26%
+$351.5 
SOUHY South32 Ltd. - American Depositary Receipt
+7.08%
+$89 
AMAT Applied Materials, Inc.
+6.71%
+$2,044.5 
HOOD Robinhood Markets, Inc.
+6.64%
+$876.86 
DELL Dell Technologies Inc.
+6.02%
+$5,723.27 
INTC Intel Corporation
+5.72%
+$15,426.51 
MRVL Marvell Technology, Inc.
+5.43%
+$127.08 
AMD Advanced Micro Devices, Inc.
+4.71%
+$2,109.3 
ASTS AST SpaceMobile, Inc.
+4.54%
+$323.64 
MKSI MKS Instruments Inc.
+4.23%
+$3,279.08 
PRYMY Prysmian S.p.A.
+4.17%
+$518 
SOXX iShares Semiconductor ETF
+4.08%
+$769.68 
EWY iShares MSCI South Korea ETF
+4.01%
+$169.65 
HPE Hewlett Packard Enterprise Company
+3.96%
+$2,688.09 
LRCX Lam Research Corporation
+3.96%
+$20,419.48 
IGPT Invesco AI and Next Gen Software ETF
+3.74%
+$459.54 
ORCL Oracle Corporation
+3.68%
+$1,403.58 
GLW Corning Incorporated
+3.66%
+$61.71 
Q Qnity Electronics Inc.
+3.66%
+$15,227.4 
ARTY iShares Future AI & Tech ETF
+3.43%
+$1,338.75 
FIX Comfort Systems USA, Inc.
+3.09%
+$12,658.64 
WPM Wheaton Precious Metals Corp.
+3.07%
+$397.5 
NVS Novartis AG Sponsored ADR
+3.05%
+$848.16 
FCX Freeport-McMoRan Inc.
+3.03%
+$375.58 
WAT Waters Corporation
+2.88%
+$236.67 
EME EMCOR Group, Inc.
+2.8%
+$250.02 
WMMVY Walmart de Mexico S.A.B. de C.V. Sponsored ADR
+2.79%
+$1,276.64 
VRT Vertiv Holdings Co
+2.75%
+$40.07 
CLS Celestica Inc.
+2.73%
+$2,063.94 
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF
+2.55%
+$531.18 
TXN Texas Instruments Inc
+2.53%
+$224,473.55 
GM General Motors Company
+2.4%
+$400.4 
GEV GE Vernova Inc.
+2.31%
+$2,318.02 
IMOS ChipMOS Technologies Inc.
+2.25%
+$308.14 
SJM The J.M. Smucker Company
+2.22%
+$39.92 
TTE TotalEnergies SE
+2.14%
+$162.62 
MAT Mattel Inc.
+2.12%
+$44.4 
ADI Analog Devices, Inc.
+2.11%
+$1,518.91 
QTUM Defiance Quantum ETF
+2.1%
+$236.8 
AGI Alamos Gold Inc.
+2.09%
+$326.86 
EEM iShares MSCI Emerging Markets ETF
+2.03%
+$2,248.47 
CAT Caterpillar Inc.
+1.98%
+$9,209.56 
MLI Mueller Industries Inc.
+1.97%
+$201.84 
TT Trane Technologies plc
+1.95%
+$300.63 
IEMG iShares Core MSCI Emerging Markets ETF
+1.93%
+$1,242.66 
IBIT iShares Bitcoin Trust
+1.91%
+$2,879.22 
SDZNY Sandoz Group AG ADR
+1.9%
+$56.24 
DFEV Dimensional Emerging Markets Value ETF
+1.86%
+$82.14 
FBTC Fidelity Wise Origin Bitcoin Index Fund
+1.85%
+$706.65 
NEM Newmont Corporation
+1.84%
+$574 
URA Global X Uranium ETF
+1.84%
+$33.37 
TSLA Tesla, Inc.
+1.83%
+$533.25 
BHP BHP Group Ltd.
+1.81%
+$341.64 
NVDA NVIDIA Corporation
+1.73%
+$4,283.84 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
+1.71%
+$143.19 
SIEGY Siemens Aktiengesellschaft Sponsored ADR
+1.7%
+$238.76 
VGT Vanguard Information Technology ETF
+1.69%
+$383 
CNQ Canadian Natural Resources Limited
+1.66%
+$94.9 
PSX Phillips 66
+1.63%
+$680 
GTBP GT Biopharma, Inc.
+1.61%
+$94.01 
PH Parker-Hannifin Corporation
+1.58%
+$60.14 
MPC Marathon Petroleum Corporation
+1.57%
+$613.8 
KTB Kontoor Brands Inc.
+1.56%
+$696.8 
SETM Sprott Critical Materials ETF
+1.52%
+$89.01 
EWJ iShares MSCI Japan ETF
+1.5%
+$91.12 
C Citigroup Inc.
+1.41%
+$805.86 
TTC The Toro Company
+1.36%
+$431.8 
ADM Archer-Daniels-Midland Co
+1.32%
+$2,308.59 
ISRG Intuitive Surgical, Inc.
+1.31%
+$106.78 
HDB HDFC Bank Limited ADR
+1.31%
+$27.28 
CEG Constellation Energy Corporation
+1.31%
+$102.61 
CWI SPDR MSCI ACWI ex-US ETF
+1.29%
+$875.67 
QQQM Invesco NASDAQ 100 ETF
+1.25%
+$168.26 
RYCEY Rolls-Royce Holdings plc
+1.23%
+$111.25 
VWO Vanguard FTSE Emerging Markets ETF
+1.22%
+$1,725.84 
QQQ Invesco QQQ Trust, Series 1
+1.21%
+$3,013.08 
NUE Nucor Corporation
+1.21%
+$877.27 
CSCO Cisco Systems, Inc.
+1.2%
+$2,213.12 
BOTZ Global X Robotics & Artificial Intelligence ETF
+1.2%
+$284.95 
FDX FedEx Corporation
+1.2%
+$516.76 
COP ConocoPhillips
+1.18%
+$657.6 
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
+1.18%
+$1,014.54 
UBS UBS Group AG
+1.18%
+$31.46 
TEL TE Connectivity plc
+1.16%
+$449.35 
FENI Fidelity Enhanced International ETF
+1.15%
+$416.78 
IPAC iShares Core MSCI Pacific ETF
+1.15%
+$471.51 
MRNA Moderna, Inc.
+1.14%
+$244.12 
AVGO Broadcom Inc.
+1.14%
+$5,317.21 
HPQ HP Inc.
+1.14%
+$418.82 
BP BP p.l.c. Sponsored ADR
+1.12%
+$181.42 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+1.12%
+$30.13 
UNH UnitedHealth Group Incorporated
+1.11%
+$697.32 
VSGX Vanguard ESG International Stock ETF
+1.11%
+$2,902.37 
AVDV Avantis International Small Cap Value ETF
+1.1%
+$147.84 
QQQI Neos NASDAQ-100 High Income ETF
+1.1%
+$27.37 
MS Morgan Stanley
+1.09%
+$48.3 
KOMP SPDR S&P Kensho New Economies Composite ETF
+1.08%
+$181.05 
IWF iShares Russell 1000 Growth ETF
+1.08%
+$1,057.8 
U Unity Software Inc.
+1.06%
+$160.65 
MRCY Mercury Systems Inc.
+1.04%
+$392.04 
XOM Exxon Mobil Corporation
+1.04%
+$29,939.8 
TDIV FT NASDAQ Technology Dividend Index Fund
+1.04%
+$1,050.56 
SCHM Schwab U.S. Mid-Cap ETF
+1.02%
+$494.27 
GLD SPDR Gold Shares
+1.01%
+$419.23 
ELV Elevance Health, Inc.
+0.96%
+$553.5 
REMX VanEck Rare Earth and Strategic Metals ETF
+0.96%
+$54.94 
BROS Dutch Bros Inc.
+0.95%
+$109.62 
IWP iShares Russell Mid-Cap Growth ETF
+0.94%
+$526.5 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
+0.93%
+$61.16 
PXF Invesco RAFI Developed Markets ex-U.S. ETF
+0.92%
+$103.5 
RKLB Rocket Lab Corporation
+0.92%
+$94.38 
IXUS iShares Core International Stock ETF
+0.92%
+$85 
VEU Vanguard FTSE All-World ex-US ETF
+0.91%
+$173,555.55 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
+0.86%
+$1,323.39 
SCHF Schwab International Equity ETF
+0.86%
+$121.39 
DFSI Dimensional International Sustainability Core 1 ETF
+0.84%
+$1,293.9 
SPYG SPDR Portfolio S&P 500 Growth ETF
+0.84%
+$867.3 
VOT Vanguard Mid-Cap Growth ETF
+0.84%
+$46.55 
ETN Eaton Corporation plc
+0.83%
+$133.6 
EFG iShares MSCI EAFE Growth ETF
+0.81%
+$463.2 
IRM Iron Mountain Inc.
+0.81%
+$192.96 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.8%
+$784.86 
SOFI SoFi Technologies, Inc.
+0.79%
+$12.02 
IVES Amplify Bloomberg AI Value Chain ETF
+0.79%
+$269.99 
HP Helmerich & Payne Inc.
+0.76%
+$41.56 
FFLC Fidelity Large Cap Core Fund
+0.75%
+$293.92 
WSM Williams-Sonoma, Inc.
+0.75%
+$83,397.39 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.75%
+$1,347.84 
KLAR Klarna Group Plc
+0.75%
+$78.54 
F Ford Motor Company
+0.71%
+$102.6 
GRMN Garmin Ltd.
+0.71%
+$51.9 
SPDW SPDR Portfolio Developed World ex-US ETF
+0.69%
+$956.42 
FSELX Fidelity Select Semiconductors Portfolio
+0.68%
+$144.32 
PWR Quanta Services Inc.
+0.67%
+$437.75 
VUG Vanguard Growth ETF
+0.67%
+$2,961.72 
EXPE Expedia Group, Inc.
+0.65%
+$39.56 
RC Ready Capital Corporation
+0.64%
+$8.19 
RCL Royal Caribbean Group
+0.64%
+$22.08 
SUSA iShares MSCI USA ESG Select ETF
+0.62%
+$319.2 
ROBT First Trust Nasdaq Artificial Intelligence and Robotics ETF
+0.59%
+$51.76 
BNTX BioNTech SE
+0.59%
+$10.8 
SABR Sabre Corporation
+0.58%
+$63.36 
UPS United Parcel Service, Inc.
+0.57%
+$178.75 
CAC Camden National Corporation
+0.57%
+$4,041.78 
XLE Energy Select Sector SPDR Fund
+0.57%
+$746.46 
VBK Vanguard Small-Cap Growth ETF
+0.57%
+$7.78 
EFV iShares MSCI EAFE Value ETF
+0.56%
+$45.76 
VT Vanguard Total World Stock ETF
+0.55%
+$18,292.22 
EFA iShares MSCI EAFE ETF
+0.55%
+$619.36 
ESGD iShares ESG Aware MSCI EAFE ETF
+0.55%
+$165.39 
IWV ISHARES RUSSELL 3000 ETF
+0.54%
+$134.52 
DFSHX DFA Selectively Hedged Global Fixed Income Ptf
+0.53%
+$696.55 
CVX Chevron Corporation
+0.53%
+$1,670.98 
AZN AstraZeneca PLC American Depositary Shares
+0.52%
+$12.9 
RIO Rio Tinto Plc Sponsored ADR
+0.52%
+$47.38 
MFC Manulife Financial Corporation
+0.51%
+$16.98 
FFIV F5 Inc.
+0.51%
+$145.6 
IWO iShares Russell 2000 Growth ETF
+0.51%
+$489.51 
DOW Dow Inc.
+0.49%
+$5.25 
VLVLY Volvo AB Unsponsored ADR
+0.49%
+$44.71 
ACAZX Alger Capital Appreciation Fund Class Z
+0.48%
+$1,358.84 
UTES Virtus Reaves Utilities ETF
+0.48%
+$159.98 
DFAI Dimensional International Core Equity Market ETF
+0.47%
+$182.91 
ESGV Vanguard ESG U.S. Stock ETF
+0.46%
+$3,392.84 
FESM Fidelity Enhanced Small Cap ETF
+0.46%
+$118.03 
SCHW Charles Schwab Corporation
+0.46%
+$85.54 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.45%
+$9,085.35 
MRK Merck & Co., Inc.
+0.45%
+$4,861.26 
VGK Vanguard FTSE Europe ETF
+0.45%
+$1,781.91 
RBLX Roblox Corporation
+0.43%
+$5.75 
DFIV Dimensional International Value ETF
+0.42%
+$4,250.44 
ILCB iShares Morningstar U.S. Equity ETF
+0.42%
+$259.69 
DFIC Dimensional International Core Equity Market ETF
+0.4%
+$88.35 
GMOI GMO International Value ETF
+0.39%
+$147.9 
RDVY First Trust Rising Dividend Achievers ETF
+0.39%
+$708.66 
GSK GSK plc Sponsored ADR
+0.38%
+$258.59 
IEUR iShares Core MSCI Europe ETF
+0.38%
+$150.08 
DFUS Dimensional U.S. Equity Market ETF
+0.37%
+$39,819.3 
MGC Vanguard Mega Cap ETF
+0.36%
+$67.97 
CAH Cardinal Health Inc.
+0.35%
+$212.94 
IVV iShares Core S&P 500 ETF
+0.35%
+$1,161 
ESGU iShares ESG Aware MSCI USA ETF
+0.34%
+$12.32 
META Meta Platforms Inc Class A
+0.34%
+$3,620.85 
DD DuPont de Nemours, Inc.
+0.34%
+$1,002.56 
CVS CVS Health Corporation
+0.34%
+$337.68 
WFC Wells Fargo & Company
+0.32%
+$73.64 
DFAW Dimensional World Equity ETF
+0.32%
+$760.82 
SPY SPDR S&P 500 ETF Trust
+0.32%
+$866.31 
INDA ISHARES MSCI INDIA ETF
+0.32%
+$8.06 
VOO Vanguard S&P 500 ETF
+0.32%
+$4,871.61 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.31%
+$54,122.45 
OEF iShares S&P 100 ETF
+0.3%
+$172.7 
DIHP Dimensional International High Profitability Portfolio
+0.3%
+$20.9 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.29%
+$25 
CDW CDW Corporation
+0.29%
+$35.72 
SCZ iShares MSCI EAFE Small-Cap ETF
+0.28%
+$69.23 
UTHR United Therapeutics Corporation
+0.27%
+$42.6 
IWM iShares Russell 2000 ETF
+0.26%
+$6.93 
PRF Invesco FTSE RAFI US 1000 ETF
+0.26%
+$209.16 
BAER Bridger Aerospace Group Holdings, Inc.
+0.26%
+$47.5 
OGN Organon & Co.
+0.26%
+$13.02 
ERTH Invesco MSCI Sustainable Future ETF
+0.25%
+$14.98 
NTRS Northern Trust Corporation
+0.25%
+$11.25 
QCOM QUALCOMM Incorporated
+0.24%
+$119.11 
NEWFX American Funds New World Fund Class A
+0.24%
+$369.75 
STWD Starwood Property Trust Inc.
+0.24%
+$24.92 
SCHX Schwab U.S. Large-Cap ETF
+0.24%
+$416.01 
SONY Sony Group Corporation - Sponsored American Depositary Receipt
+0.24%
+$9.5 
FMX Fomento Economico Mexicano S.A.B. de C.V. ADR
+0.23%
+$6.2 
VDE Vanguard Energy ETF
+0.22%
+$297 
MFEGX MFS Growth Fund Class A
+0.21%
+$72.58 
MFEIX MFS Growth Fund Class I
+0.21%
+$198.66 
DUHP Dimensional US High Profitability ETF
+0.21%
+$5,731.21 
SRMSX DWS Short Term Municipal Bond Fund - Class S
+0.2%
+$24.72 
JACTX Janus Henderson Forty Fund Class T
+0.2%
+$210.21 
VO Vanguard Mid-Cap ETF
+0.2%
+$77.44 
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF
+0.2%
+$25.2 
ACP abrdn Income Credit Strategies Fund
+0.19%
+$13.19 
VB Vanguard Small-Cap ETF
+0.18%
+$319.14 
DISV Dimensional International Small Cap Equity Fund
+0.18%
+$13.43 
POGRX Primecap Odyssey Growth Fund
+0.18%
+$21.68 
FNDB Schwab Fundamental U.S. Broad Market ETF
+0.18%
+$30.29 
TAK Takeda Pharmaceutical Company Limited American Depositary Receipt
+0.15%
+$6.86 
EQH Equitable Holdings, Inc.
+0.14%
+$4.55 
PRMTX T. Rowe Price Communications & Technology Fund Investor Class
+0.13%
+$295.27 
TROW T. Rowe Price Group, Inc.
+0.13%
+$9.77 
CI The Cigna Group
+0.13%
+$234.21 
HON Honeywell International Inc.
+0.13%
+$20.01 
IWS iShares Russell Mid-Cap Value ETF
+0.13%
+$340.83 
ALGN Align Technology, Inc.
+0.13%
+$2.64 
ACCO Acco Brands Corporation
+0.12%
+$2.13 
MDY SPDR S&P MidCap 400 ETF Trust
+0.12%
+$4.74 
SATA Strive Inc. Variable Rate Series A Perpetual Preferred Stock (SATA), 12% Initial Annual Dividend
+0.11%
+$115.06 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
+0.11%
+$18.34 
PRGFX T. Rowe Price Growth Stock Fund
+0.1%
+$210.21 
KRG Kite Realty Group Trust
+0.1%
+$46.11 
BMY Bristol-Myers Squibb Company
+0.1%
+$120.6 
DFAS Dimensional U.S. Small Cap ETF
+0.1%
+$478 
JORNX Janus Henderson Global Select Fund Class T
+0.1%
+$20.8 
MET MetLife Inc.
+0.1%
+$19.8 
FNDX Schwab Fundamental U.S. Large Company Index ETF
+0.1%
+$16.11 
IJH iShares Core S&P Mid-Cap ETF
+0.09%
+$72.38 
IJR iShares Core S&P Small-Cap ETF
+0.09%
+$50.05 
FAHCX Fidelity Advisor Capital & Income Fund Class I
+0.08%
+$117.56 
DLN WisdomTree U.S. LargeCap Dividend Fund
+0.08%
+$1.27 
CASY Casey's General Stores Inc.
+0.08%
+$9.17 
IWN iShares Russell 2000 Value ETF
+0.07%
+$98.5 
FDN First Trust Dow Jones Internet Index Fund
+0.07%
+$4.49 
GE General Electric Company
+0.07%
+$86.71 
MP MP Materials Corp.
+0.07%
+$3.75 
SOLS Sollensys Corp
+0.06%
+$0.73 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.06%
+$17.67 
WELL Welltower Inc.
+0.06%
+$16.1 
PCAR PACCAR Inc.
+0.06%
+$0.63 
DFUV Dimensional US Marketwide Value ETF
+0.06%
+$43.62 
FDVV Fidelity High Dividend ETF
+0.05%
+$2.43 
PEMMX Putnam Emerging Markets Equity Fund Class A
+0.05%
+$3.7 
TWO Two Harbors Investment Corp.
+0.04%
+$2.5 
PFE Pfizer Inc.
+0.04%
+$142.07 
VWUSX Vanguard U.S. Growth Fund Investor Shares
+0.04%
+$10.5 
IWR iShares Russell Mid-Cap ETF
+0.04%
+$20 
RWR SPDR Dow Jones REIT ETF
+0.03%
+$32.52 
ANCFX American Funds Fundamental Investors® Class A
+0.03%
+$437.52 
JAAA Janus Henderson AAA CLO ETF
+0.03%
+$1.4 
FLOT iShares Floating Rate Bond ETF
+0.03%
+$5.62 
LLY Eli Lilly and Company
+0.03%
+$174.56 
VOE Vanguard Mid-Cap Value ETF
+0.03%
+$1.65 
AOK iShares Core Conservative Allocation ETF
+0.02%
+$4.61 
BNS Bank of Nova Scotia
+0.02%
+$10.02 
PPG PPG Industries Inc.
+0.02%
+$0.3 
PULS PGIM Ultra Short Bond ETF
+0.02%
+$1.12 
FCPT Four Corners Property Trust Inc.
+0.02%
+$9.21 
EES WisdomTree U.S. SmallCap Fund
+0.02%
+$1.2 
VUSB Vanguard Ultra-Short Bond ETF
+0.02%
+$49.46 
DFSU Dimensional US Sustainability Core 1 ETF
+0.01%
+$39.79 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$4.53 
00143W701
0%
$0 
00900W647
0%
$0 
09260B374
0%
$0 
09260B382
0%
$0 
09262J102
0%
$0 
19767X589
0%
$0 
808515472
0%
$0 
808515548
0%
$0 
808515613
0%
$0 
808516603
0%
$0 
808516843
0%
$0 
ACGR American Century Large Cap Growth ETF
0%
$0 
APGYX AB Large Cap Growth Fund Advisor Class
0%
$0 
AQEAX Columbia Disciplined Core Fund Class A
0%
$0 
BETE ProShares Bitcoin & Ether Equal Weight ETF
0%
$0 
BLZRU Trailblazer Acquisition Corp. Unit
0%
$0 
DEHP Dimensional Emerging Markets High Profitability ETF
0%
$0 
DFGFX DFA Two-Year Global Fixed Income Portfolio
0%
$0 
DFSMX DFA Short Term Municipal Bond Portfolio Institutional Class
0%
$0 
EMRAF Emera Incorporated
0%
$0 
FAEGX Fidelity Advisor Equity Growth Fund Class M
0%
$0 
FAX
0%
$0 
FBGRX Fidelity Blue Chip Growth Fund
0%
$0 
FFRHX Fidelity Floating Rate High Income
0%
$0 
FRIAX Franklin Income Fund Equity & Fixed Income Mutual Fund
0%
$0 
J55678106
0%
$0 
PHYZX PGIM High Yield Fund Class Z
0%
$0 
PMVAX Putnam Sustainable Future Fund Class A
0%
$0 
QCERX AQR Large Cap Multi-Style Fund Class R6
0%
$0 
RWGFX Wedgewood Fund Retail Class
0%
$0 
SWBGX Schwab MarketTrack Balanced Portfolio
0%
$0 
SWCGX Schwab MarketTrack Conservative Portfolio
0%
$0 
SWERX Schwab Target 2040 Fund
0%
$0 
SWHGX Schwab MarketTrack Growth Portfolio
0%
$0 
SWVXX Schwab Value Advantage Money Fund
0%
$0 
TDV ProShares S&P Technology Dividend Aristocrats ETF
0%
$0 
TILIX Nuveen Large Cap Growth Index Fund R6
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
VERS ProShares Metaverse ETF
0%
$0 
VMLUX Vanguard Limited-Term Tax-Exempt Fund Admiral Shares
0%
$0 
Y8615C114
0%
$0 
MSCI MSCI Inc.
-10.1%
-$442.01 
BHC Bausch Health Companies Inc.
-6.94%
-$65.33 
GPC Genuine Parts Company
-6.87%
-$815.77 
HAL Halliburton Company
-5.87%
-$1,841.64 
NOC Northrop Grumman Corporation
-4.57%
-$551.08 
MCO Moody's Corporation
-3.68%
-$3,293.97 
FNLC The First Bancorp, Inc.
-3.46%
-$60,331.81 
RELX Relx PLC Sponsored ADR
-3.45%
-$232.65 
TMO Thermo Fisher Scientific Inc.
-3.09%
-$1,381.25 
IT Gartner Inc.
-3.08%
-$365.4 
MICC The Magnum Ice Cream Company N.V.
-3.03%
-$8,552.41 
SPGI S&P Global Inc.
-2.99%
-$53.56 
GILD Gilead Sciences Inc.
-2.94%
-$466.48 
LMT Lockheed Martin Corporation
-2.89%
-$4,059.96 
TU TELUS Corporation
-2.72%
-$161.28 
TYL Tyler Technologies Inc.
-2.51%
-$3,642.29 
BR Broadridge Financial Solutions, Inc.
-2.51%
-$240.64 
ASAZY Assa Abloy AB - Unsponsored ADR
-2.5%
-$510.3 
NTIOF National Bank of Canada
-2.44%
-$1,113.75 
SHOP Shopify Inc.
-2.43%
-$1,874.88 
FBIOX Fidelity Select Biotechnology Portfolio
-2.3%
-$48.18 
CHH Choice Hotels International Inc.
-2.24%
-$292.74 
ADBE Adobe Inc.
-2.11%
-$2,842.08 
SYK Stryker Corporation
-2.11%
-$315.84 
RSG Republic Services, Inc.
-2.02%
-$258.68 
WCN Waste Connections Inc.
-2.01%
-$82.32 
MDT Medtronic plc
-1.93%
-$92,249.78 
ZTS Zoetis Inc.
-1.86%
-$319.5 
HD The Home Depot, Inc.
-1.74%
-$1,265.82 
CME CME Group Inc.
-1.72%
-$756.27 
PNFP Pinnacle Financial Partners Inc.
-1.7%
-$20.28 
PGR Progressive Corporation
-1.69%
-$39.38 
MDLZ Mondelez International, Inc.
-1.66%
-$451 
TTAN ServiceTitan, Inc.
-1.65%
-$210.91 
ROP Roper Technologies Inc.
-1.6%
-$93.12 
SSNC SS&C Technologies Holdings Inc.
-1.6%
-$60.21 
SFM Sprouts Farmers Market, Inc.
-1.58%
-$145.39 
IR Ingersoll Rand Inc.
-1.55%
-$65.72 
SAP SAP SE Sponsored ADR
-1.54%
-$48.8 
UL Unilever PLC Sponsored American Depositary Receipt
-1.53%
-$87,565.3 
STN Stantec Inc.
-1.49%
-$114.33 
FAST Fastenal Co.
-1.49%
-$363.09 
ECL Ecolab Inc.
-1.49%
-$27.93 
IDXX IDEXX Laboratories, Inc.
-1.49%
-$284.58 
FIS Fidelity National Information Services, Inc.
-1.48%
-$101.25 
V Visa Inc. Class A
-1.48%
-$2,298.24 
HRL Hormel Foods Corporation
-1.46%
-$5,547.04 
OMC Omnicom Group Inc.
-1.46%
-$6,598.8 
SHSAX BlackRock Health Sciences Opportunities Fund, Investor A
-1.45%
-$631.12 
TTD The Trade Desk, Inc. Class A
-1.45%
-$14.3 
DFGX Dimensional Global ex US Core Fixed Income Fund
-1.44%
-$579.87 
SHW The Sherwin-Williams Company
-1.44%
-$70.05 
DFSB Dimensional Global Sustainability Fixed Income ETF
-1.43%
-$2,605.54 
PHSTX Putnam Global Health Care Fund Class A
-1.42%
-$82.77 
YUM Yum! Brands, Inc.
-1.42%
-$721.05 
ETSY Etsy Inc.
-1.39%
-$29.12 
MA Mastercard Incorporated
-1.38%
-$618.28 
CSX CSX Corporation
-1.37%
-$572.66 
SOLV Solventum Corporation
-1.34%
-$102.82 
UWMC UWM Holdings Corporation
-1.33%
-$37.55 
UNP Union Pacific Corporation
-1.32%
-$3,061.52 
SLB Schlumberger Limited
-1.31%
-$506.3 
GIL Gildan Activewear Inc.
-1.3%
-$44.73 
LOW Lowe's Companies Inc.
-1.3%
-$752.78 
MO Altria Group, Inc.
-1.3%
-$84,102.88 
CRM Salesforce Inc
-1.29%
-$222.75 
KNYJY Kone Oyj Unsponsored ADR
-1.29%
-$25.92 
ADSK Autodesk, Inc.
-1.29%
-$87.11 
HBAN Huntington Bancshares Incorporated
-1.27%
-$39.1 
PYPL PayPal Holdings Inc
-1.27%
-$34.56 
TRMB Trimble Inc.
-1.26%
-$83.75 
ZBH Zimmer Biomet Holdings, Inc.
-1.26%
-$140.12 
VGHAX Vanguard Health Care Fund Admiral Shares
-1.23%
-$145.22 
MELI MercadoLibre, Inc.
-1.22%
-$22.43 
ABT Abbott Laboratories
-1.22%
-$3,064.04 
MTN Vail Resorts, Inc.
-1.22%
-$74.55 
PG Procter & Gamble Co
-1.2%
-$80,058.79 
KMB Kimberly-Clark Corporation
-1.2%
-$59,897.5 
DFIP Dimensional Inflation-Protected Securities ETF
-1.19%
-$8,117.83 
WY Weyerhaeuser Company
-1.19%
-$71.25 
MAS Masco Corporation
-1.19%
-$68.08 
BDX Becton, Dickinson and Company
-1.18%
-$328.5 
LH Labcorp Holdings Inc.
-1.16%
-$91.42 
MKC McCormick & Company, Incorporated
-1.16%
-$12.1 
COF Capital One Financial Corporation
-1.16%
-$341.77 
CL Colgate-Palmolive Company
-1.15%
-$4,846.32 
VSMIX Invesco Small Cap Value Fund Class Y
-1.15%
-$334 
AVY Avery Dennison Corporation
-1.14%
-$178.7 
TGT Target Corporation
-1.14%
-$5,561.82 
KR Kroger Co.
-1.13%
-$2,974.62 
ARGFX Ariel Fund Investor Class
-1.13%
-$75.33 
NKE Nike, Inc. - Class B
-1.13%
-$27,960.87 
ROST Ross Stores, Inc.
-1.12%
-$105.8 
SHLD Global X Defense Tech ETF
-1.12%
-$174.87 
DFGP Dimensional Global Core Fixed Income Fund
-1.11%
-$1,071.45 
DG Dollar General Corporation
-1.11%
-$269.1 
T AT&T Inc.
-1.09%
-$1,193.04 
PMAQX Principal MidCap Fund Class R6
-1.09%
-$624.15 
DEO Diageo plc Sponsored ADR
-1.08%
-$77.28 
MCD McDonald's Corporation
-1.08%
-$66,127.82 
JSMGX Janus Henderson Triton Fund Class I
-1.07%
-$845.13 
COST Costco Wholesale Corporation
-1.07%
-$3,033.92 
CLX The Clorox Company
-1.06%
-$36,313.02 
FHLC Fidelity MSCI Health Care Index ETF
-1.05%
-$225.73 
ADP Automatic Data Processing Inc.
-1.04%
-$633.35 
STZ Constellation Brands, Inc.
-1.03%
-$48.65 
TJX The TJX Companies, Inc.
-1.03%
-$1,004.8 
FSCTX Fidelity Advisor Small Cap Fund Class M
-1.03%
-$620.16 
VZ Verizon Communications Inc.
-1.02%
-$56,116.28 
WTRG Essential Utilities Inc.
-1.01%
-$48,831.6 
RTX RTX Corporation
-0.99%
-$347.4 
ACN Accenture plc Class A
-0.98%
-$2,957.86 
VEVIX Victory Sycamore Established Value Fund Class I
-0.98%
-$240 
BA Boeing Company
-0.97%
-$69.36 
VEUSX Vanguard European Stock Index Fund Admiral Shares
-0.96%
-$269.24 
XLP Consumer Staples Select Sector SPDR Fund
-0.95%
-$301.32 
SWK Stanley Black & Decker Inc.
-0.95%
-$179.28 
HLN Haleon Plc - ADR
-0.95%
-$130.34 
TOST Toast Inc.
-0.94%
-$87 
DFEVX DFA Emerging Markets Value Portfolio Institutional Class
-0.94%
-$297.2 
IFF International Flavors & Fragrances Inc.
-0.93%
-$36.1 
WMT Walmart Inc.
-0.92%
-$94,195.35 
AEP American Electric Power Company, Inc.
-0.92%
-$120 
DFFVX DFA U.S. Targeted Value Portfolio Institutional Class
-0.91%
-$456.4 
FMCAX Fidelity Advisor Stock Selector Mid Cap Fund - Class M
-0.91%
-$117.97 
DFSVX DFA U.S. Small Cap Value Portfolio Institutional Class
-0.89%
-$4,606.8 
JMGRX Janus Henderson Enterprise Fund Class I
-0.89%
-$242.49 
NVO Novo Nordisk A/S Sponsored ADR
-0.89%
-$17.6 
PAYX Paychex Inc.
-0.89%
-$48,236.82 
CP Canadian Pacific Kansas City Limited
-0.88%
-$67.62 
NSC Norfolk Southern Corporation
-0.88%
-$102.9 
EW Edwards Lifesciences Corporation
-0.88%
-$26.82 
CWEN Clearway Energy Inc.
-0.87%
-$81.49 
SO The Southern Company
-0.87%
-$61,275.32 
VSDA VictoryShares Dividend Accelerator ETF
-0.87%
-$45.98 
BTI British American Tobacco p.l.c. ADR
-0.86%
-$251.1 
TXT Textron Inc.
-0.85%
-$251.87 
WMB The Williams Companies, Inc.
-0.85%
-$276.57 
MTB M&T Bank Corporation
-0.85%
-$92.84 
KO The Coca-Cola Company
-0.84%
-$67,759.38 
VDC VANGUARD CONSUMER STAPLES ETF
-0.84%
-$1,392 
DFSPX DFA International Sustainability Core 1 Portfolio
-0.82%
-$872.2 
PFPMX Parnassus Mid Cap Fund Institutional Shares
-0.82%
-$672.18 
NOSGX Northern Small Cap Value Fund
-0.81%
-$36.8 
AMZN Amazon.com Inc
-0.81%
-$5,629.22 
UNM Unum Group
-0.81%
-$161.28 
ACIW ACI Worldwide, Inc.
-0.81%
-$138 
DFSD Dimensional Short-Duration Fixed Income ETF
-0.81%
-$46,322.04 
VSIAX Vanguard Small-Cap Value Index Fund Admiral Shares
-0.8%
-$1,706.88 
AXP American Express Company
-0.8%
-$3,813.16 
AWR American States Water Co.
-0.79%
-$1,680.7 
DFIVX Dimensional International Value Portfolio Institutional Class
-0.78%
-$586.25 
EMN Eastman Chemical Company
-0.78%
-$163.77 
DFSCX DFA U.S. Micro Cap Portfolio Institutional Class
-0.78%
-$444.9 
PEP PepsiCo, Inc.
-0.77%
-$44,598.75 
DFVIX DFA International Value Portfolio III
-0.77%
-$175.56 
VTRS Viatris Inc.
-0.77%
-$114.79 
CFJIX Calvert US Large Cap Value Responsible Index Fund Class I
-0.76%
-$16.64 
NSRGY Nestle S.A. Sponsored ADR
-0.76%
-$63.2 
QSERX AQR Small Cap Multi-Style Fund Class R6
-0.76%
-$199.58 
RF Regions Financial Corporation
-0.76%
-$41.83 
SDY SPDR S&P Dividend ETF
-0.75%
-$14,415.32 
VEXAX Vanguard Extended Market Index Fund Admiral Shares
-0.75%
-$2,365.04 
SNY Sanofi American Depositary Receipt
-0.75%
-$34.65 
SBUX Starbucks Corporation
-0.74%
-$24,960 
DFALX DFA Large Cap International Portfolio Institutional Class
-0.74%
-$337.12 
DFSTX DFA U.S. Small Cap Portfolio Institutional Class
-0.73%
-$3,923.1 
DIHRX Dimensional International High Relative Profitability Portfolio
-0.73%
-$14.88 
SWISX Schwab International Index Fund
-0.73%
-$571.32 
TBGVX Tweedy, Browne International Value Fund
-0.73%
-$216.66 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
-0.72%
-$71,861.52 
DILRX DFA International Large Cap Growth Portfolio
-0.72%
-$14.4 
BKNG Booking Holdings Inc.
-0.71%
-$32 
JVMIX John Hancock Funds III Disciplined Value Mid Cap Fund Class I
-0.71%
-$238.26 
CB Chubb Limited
-0.71%
-$74.85 
TMDX TransMedics Group Inc.
-0.71%
-$39.52 
DFNL Davis Select Financial ETF
-0.71%
-$161.28 
USIFX Victory International Fund
-0.71%
-$419.28 
HSY The Hershey Company
-0.7%
-$19,391.46 
PMDIX Principal Small-MidCap Dividend Income Fund Institutional Class
-0.7%
-$24.32 
ATO Atmos Energy Corporation
-0.7%
-$90.52 
LVMUY LVMH Moët Hennessy Louis Vuitton SE
-0.7%
-$56.98 
GIS General Mills, Inc.
-0.69%
-$23,170.42 
POVSX Putnam International Equity Fund Class A
-0.69%
-$63.25 
DE Deere & Company
-0.68%
-$1,092 
DFIEX DFA International Core Equity 2 Portfolio Institutional Class
-0.68%
-$9,310.95 
PEIYX Putnam Large Cap Value Fund Class Y
-0.68%
-$1,734.91 
ETILX Eventide Gilead Fund Class I
-0.67%
-$106.92 
SWSSX Schwab Small Cap Index Fund
-0.67%
-$500.16 
DFVQX DFA International Vector Equity I Fund Institutional Class
-0.67%
-$2,924.74 
VSMAX Vanguard Small-Cap Index Fund Admiral Shares
-0.66%
-$365.66 
GD General Dynamics Corporation
-0.66%
-$354.52 
DKNG DraftKings Inc.
-0.66%
-$18.4 
SIRI Sirius XM Holdings Inc.
-0.65%
-$247.8 
WPC W. P. Carey Inc.
-0.65%
-$6.86 
ALLE Allegion plc
-0.64%
-$17.8 
DURPX Dimensional U.S. High Relative Profitability Portfolio Institutional Class
-0.64%
-$10.45 
PKG Packaging Corporation of America
-0.64%
-$118.67 
IHAK iShares Cybersecurity and Tech ETF
-0.64%
-$215.6 
KVUE Kenvue Inc.
-0.63%
-$48.72 
DFISX DFA International Small Company Portfolio Institutional Class
-0.63%
-$1,175.21 
OKE ONEOK, Inc.
-0.62%
-$893.14 
DSCGX DFA U.S. Small Cap Growth Portfolio Institutional Class
-0.62%
-$16.59 
DVY iShares Select Dividend ETF
-0.62%
-$549 
BRK-B Berkshire Hathaway Inc.
-0.62%
-$93,558.75 
GOOGL Alphabet Inc
-0.62%
-$943.94 
VMVAX Vanguard Mid-Cap Value Index Fund Admiral Shares
-0.62%
-$161.2 
SCUIX Hartford Schroders US Small Cap Opportunities Fund Class I
-0.62%
-$138.6 
WSMAX Allspring Fd Short-Term Municipal Bond Class A
-0.61%
-$286.26 
BSFIX Baron Small Cap Fund Institutional Class
-0.61%
-$404.7 
PM Philip Morris International Inc.
-0.61%
-$50,473.8 
DISVX DFA International Small Cap Value Portfolio Institutional Class
-0.6%
-$1,657.6 
CGNX Cognex Corporation
-0.6%
-$1,610.82 
QICRX AQR International Multi-Style Fund Class R6
-0.6%
-$1,122.99 
DODFX Dodge & Cox International Stock Fund Class I
-0.59%
-$227.59 
VTRIX Vanguard International Value Fund Investor Shares
-0.59%
-$752.92 
MGIAX MFS International Intrinsic Value Fund Class A
-0.59%
-$364.23 
PEG Public Service Enterprise Group Incorporated
-0.59%
-$35.88 
PEYAX Putnam Large Cap Value Fund Class A
-0.59%
-$198.38 
MSFT Microsoft Corp.
-0.59%
-$20,540.11 
GOOG Alphabet Inc
-0.58%
-$2,766.24 
BHB Bar Harbor Bankshares
-0.58%
-$16,563.58 
DUK Duke Energy Corporation
-0.58%
-$604.44 
DFCEX DFA Emerging Markets Core Equity 2 Portfolio Institutional Class
-0.58%
-$5,304.23 
MINIX MFS International Intrinsic Value Fund Class I
-0.58%
-$54.52 
PIIVX The Private Shares Fund Class I
-0.58%
-$6.67 
VGSLX Vanguard Real Estate Index Fund Admiral Shares
-0.56%
-$54.4 
RMD ResMed Inc.
-0.56%
-$218.54 
FVD First Trust Value Line Dividend Index Fund
-0.55%
-$575.91 
DNP DNP Select Income Fund Inc.
-0.54%
-$131.1 
AAPL Apple Inc.
-0.54%
-$87,374.28 
WEC WEC Energy Group Inc.
-0.54%
-$16.47 
FVDFX Fidelity Value Discovery Fund
-0.54%
-$8.88 
DDOG Datadog, Inc. Class A Common Stock
-0.53%
-$115.78 
HLIEX JPMorgan Equity Income Fund Class I
-0.53%
-$432 
SPTL SPDR Portfolio Long Term Treasury ETF
-0.53%
-$79.52 
GSFTX Columbia Dividend Income Fund Institutional Class
-0.52%
-$591.99 
CCL Carnival Corporation Ltd.
-0.52%
-$94.91 
SMCWX American Funds SMALLCAP World Fund Class A
-0.52%
-$1,584.24 
PRFDX T. Rowe Price Equity Income Fund
-0.52%
-$419.52 
SCWFX American Funds Smallcap World Fund Inc. Class F-1
-0.51%
-$44.69 
DFSIX DFA U.S. Sustainability Core 1 Portfolio
-0.51%
-$534.47 
GEHC GE HealthCare Technologies Inc.
-0.51%
-$16.32 
MTCH Match Group, Inc.
-0.51%
-$48.96 
AFL Aflac Inc.
-0.5%
-$28.75 
VHT Vanguard Health Care ETF
-0.5%
-$90.6 
YUMC Yum China Holdings Inc.
-0.5%
-$75.9 
ARTIX Artisan International Fund Investor Class
-0.5%
-$58.65 
NEE NextEra Energy, Inc.
-0.5%
-$34,480.6 
VGIIX JPMorgan U.S. Value Fund I
-0.5%
-$121.89 
CPB The Campbell's Company
-0.5%
-$20.35 
MCK McKesson Corporation
-0.5%
-$53.56 
VVIAX Vanguard Value Index Fund Admiral Shares
-0.49%
-$143.22 
AON Aon plc
-0.49%
-$248.5 
TVAFX Thornburg Small/Mid Cap Core Fund Class A
-0.48%
-$98.04 
VPADX Vanguard Pacific Stock Index Fund Admiral Shares
-0.48%
-$208.65 
ITW Illinois Tool Works Inc.
-0.48%
-$143.55 
MAR Marriott International Inc. - Class A
-0.48%
-$17.6 
EXC Exelon Corporation
-0.48%
-$20.46 
COKE Coca-Cola Consolidated Inc.
-0.48%
-$58.29 
CFG Citizens Financial Group, Inc.
-0.48%
-$10.54 
PLTR Palantir Technologies Inc.
-0.47%
-$181.12 
FIFAX American Funds Income Fund of America Class F-3
-0.47%
-$63.83 
CINF Cincinnati Financial Corporation
-0.47%
-$7.56 
DFVEX DFA U.S. Vector Equity Portfolio Institutional Class
-0.46%
-$4,419.52 
VSGAX Vanguard Small-Cap Growth Index Fund Admiral Shares
-0.45%
-$1,056.55 
DFCF Dimensional Core Fixed Income ETF
-0.45%
-$42,819.92 
FDL First Trust Morningstar Dividend Leaders Index Fund
-0.45%
-$8.28 
TILVX Nuveen Large Cap Value Index Fund R6
-0.45%
-$706.21 
DOC Healthpeak Properties, Inc.
-0.45%
-$34.5 
DFREX DFA Real Estate Securities Fund - Institutional Class
-0.45%
-$641.97 
AMGN Amgen Inc.
-0.45%
-$119.88 
VDIGX Vanguard Dividend Growth Fund Investor Shares
-0.44%
-$2,332.54 
AMECX American Funds The Income Fund of America® Class A
-0.43%
-$985.32 
DGEIX DFA Global Equity Portfolio Institutional Class
-0.43%
-$81,450.34 
IGAAX American Funds International Growth and Income Fund Class A
-0.43%
-$271.95 
IGFFX American Funds International Growth and Income Fund Class F-2
-0.43%
-$17.43 
MDIJX MFS International Diversification Fund Class I
-0.43%
-$92.17 
VFH Vanguard Financials ETF (primary ticker: VFH)
-0.43%
-$21.83 
ADRNY Koninklijke Ahold Delhaize N.V.
-0.42%
-$36.23 
VPU Vanguard Utilities ETF
-0.42%
-$762.84 
DFGEX DFA Global Real Estate Securities Portfolio
-0.42%
-$1,580.55 
DIS The Walt Disney Company
-0.41%
-$146.4 
VEIPX Vanguard Equity-Income Fund Investor Shares
-0.41%
-$1,058 
BAX Baxter International Inc.
-0.41%
-$16.29 
ALLY Ally Financial Inc.
-0.41%
-$17.95 
VVOAX Invesco Value Opportunities Fund Class A
-0.4%
-$104.28 
NOW ServiceNow, Inc.
-0.4%
-$35.7 
PRWAX T. Rowe Price All-Cap Opportunities Fund
-0.4%
-$1,109.18 
DFGBX DFA Five-Year Global Fixed Income Portfolio
-0.39%
-$5,828.64 
ES Eversource Energy
-0.39%
-$151.05 
ALTFX AllianceBernstein Sustainable Global Thematic Fund Class A
-0.38%
-$108.16 
AMCR Amcor plc
-0.38%
-$123.92 
DFLVX DFA US Large Cap Value Portfolio Institutional Class
-0.38%
-$1,052.5 
DFUVX DFA US Large Cap Value III Portfolio Institutional Class
-0.38%
-$319.36 
SWEGX Schwab MarketTrack All Equity Portfolio
-0.38%
-$4,200.13 
CAIBX American Funds Capital Income Builder Class A
-0.37%
-$503.13 
AUIYX AB Equity Income Fund Advisor Class
-0.37%
-$34.05 
JNJ Johnson & Johnson
-0.37%
-$34,542.65 
CRWD CrowdStrike Holdings, Inc.
-0.37%
-$70.08 
FULT Fulton Financial Corporation
-0.37%
-$889.83 
DFQTX DFA U.S. Core Equity II Portfolio Institutional Class
-0.36%
-$5,895.54 
SYY Sysco Corporation
-0.36%
-$1,288.27 
ARIDX AMG River Road Dividend All Cap Value Fund Class I
-0.36%
-$9.42 
FPURX Fidelity Puritan Fund
-0.36%
-$146.8 
XLF Financial Select Sector SPDR Fund
-0.36%
-$290.4 
DRILX Dimensional 2060 Target Date Retirement Income Fund – Institutional Class
-0.35%
-$469.08 
FSTA Fidelity MSCI Consumer Staples Index ETF
-0.35%
-$122.93 
BYDDY BYD Company Limited
-0.35%
-$3.12 
DRIUX Dimensional 2025 Target Date Retirement Income Fund Institutional Class
-0.35%
-$8.76 
MEIIX MFS Value Fund Class I
-0.35%
-$431.49 
DFEOX DFA U.S. Core Equity 1 Portfolio Institutional Class
-0.34%
-$743.47 
PMYAX Putnam Core Equity Fund Class A
-0.34%
-$249.48 
SWAGX Schwab U.S. Aggregate Bond Index Fund
-0.34%
-$58.05 
CMCSA Comcast Corp
-0.34%
-$150.24 
PDBZX PGIM Total Return Bond Fund Class Z
-0.34%
-$96.16 
PRJZX PGIM Jennison Global Opportunities Fund Class Z
-0.34%
-$47.84 
RHHBY Roche Holding AG
-0.33%
-$34 
VWIAX Vanguard Wellesley Income Fund Admiral Shares
-0.33%
-$41.16 
MEIAX MFS Value Fund Class A
-0.33%
-$203.4 
NLY Annaly Capital Management, Inc.
-0.33%
-$28.12 
NGG National Grid plc Sponsored ADR
-0.33%
-$155.79 
MFBFX MFS Corporate Bond Fund Class A
-0.33%
-$7.36 
DFUEX DFA U.S. Social Core Equity 2 Portfolio Institutional Class
-0.33%
-$459.6 
DUSB Dimensional Ultrashort Fixed Income ETF
-0.32%
-$13,578.67 
AVB AvalonBay Communities, Inc.
-0.32%
-$8.68 
ANWPX American Funds New Perspective Fund Class A
-0.31%
-$567.87 
AWSHX American Funds Washington Mutual Investors Fund Class A
-0.31%
-$2,648.31 
FWMIX American Funds Washington Mutual Investors Fund Class F-3
-0.31%
-$61.53 
DFTEX DFA Intermediate-Term Extended Quality Portfolio Institutional Class Shares
-0.31%
-$680.79 
ED Consolidated Edison, Inc.
-0.31%
-$21,667.38 
VWINX Vanguard Wellesley Income Fund Investor Shares
-0.31%
-$286.8 
KMI Kinder Morgan, Inc.
-0.31%
-$13.4 
SOPYX ClearBridge Dividend Strategy Fund Class I
-0.3%
-$11.6 
SGIIX First Eagle Global Fund Class I
-0.3%
-$173.68 
OAKBX Oakmark Equity and Income Fund Investor Class
-0.3%
-$60.48 
EMR Emerson Electric Co.
-0.3%
-$965.96 
FASMX Fidelity Asset Manager 50% Fund
-0.3%
-$74.69 
DGSIX DFA Global Allocation 60/40 Portfolio
-0.3%
-$5,101.25 
NI NiSource Inc.
-0.3%
-$38.07 
IEF iShares 7-10 Year Treasury Bond ETF
-0.29%
-$57.75 
RPMGX T. Rowe Price Mid-Cap Growth Fund
-0.29%
-$106.72 
VNQ Vanguard Real Estate ETF
-0.29%
-$11.02 
EIBAX Eaton Vance Total Return Bond Fund Class I
-0.29%
-$456.66 
PRU Prudential Financial, Inc.
-0.29%
-$90.1 
DODBX Dodge & Cox Balanced Fund Class I
-0.29%
-$36.4 
MVTIX Transamerica Mid Cap Value Opportunities I
-0.28%
-$392.76 
XLB Materials Select Sector SPDR Fund
-0.28%
-$14.28 
XLY Consumer Discretionary Select Sector SPDR Fund
-0.28%
-$136.96 
AEGFX American Funds EuroPacific Growth Fund Class F-1
-0.28%
-$15.47 
CFR Cullen/Frost Bankers Inc.
-0.28%
-$51.75 
CTVA Corteva Inc.
-0.28%
-$52.8 
AEPGX American Funds EUPAC Fund Class A
-0.28%
-$172.89 
FRFHF Fairfax Financial Holdings Limited
-0.27%
-$177.28 
DHLRX Diamond Hill Large Cap Fund Class I
-0.27%
-$181.89 
FCNTX Fidelity Contrafund
-0.27%
-$309.89 
IWD iShares Russell 1000 Value ETF
-0.27%
-$310.2 
BEP Brookfield Renewable Partners L.P.
-0.27%
-$16.15 
VIG Vanguard Dividend Appreciation ETF
-0.27%
-$65,156.25 
SWHRX Schwab Target 2025 Fund
-0.26%
-$30.6 
VTSAX Vanguard Total Stock Market Index Fund Admiral Shares
-0.26%
-$549.71 
BND Vanguard Total Bond Market Index Fund
-0.26%
-$7,486.95 
RSP Invesco S&P 500 Equal Weight ETF
-0.25%
-$71.28 
CWBFX American Funds Capital World Bond Fund Class A
-0.25%
-$23.32 
AMAGX Amana Growth Fund Investor
-0.25%
-$9.88 
TFXIX Transamerica Bond Class I
-0.25%
-$306.52 
FDGFX Fidelity Dividend Growth Fund
-0.25%
-$166.68 
SWYOX Schwab Target 2065 Index Fund
-0.25%
-$6 
SWYFX Schwab Target 2035 Index Fund Institutional Shares
-0.24%
-$91.95 
DODIX Dodge & Cox Income Fund Class I
-0.24%
-$35.52 
TEQAX Touchstone Non-US Equity Fund Class A
-0.24%
-$201.2 
LAPIX Lord Abbett Core Plus Bond Fund Class I
-0.24%
-$404.73 
PZA Invesco National AMT-Free Municipal Bond ETF
-0.24%
-$96.86 
VTCLX Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
-0.24%
-$541.45 
LW Lamb Weston Holdings, Inc.
-0.24%
-$11 
AGG iShares Core U.S. Aggregate Bond ETF
-0.23%
-$10.35 
BGRN iShares USD Green Bond ETF
-0.23%
-$4.62 
VCEB Vanguard ESG U.S. Corporate Bond Fund
-0.23%
-$9.13 
BAC Bank of America Corporation
-0.23%
-$48.72 
PRBLX Parnassus Core Equity Fund Investor Shares
-0.23%
-$591.64 
PRILX Parnassus Core Equity Fund – Institutional Shares
-0.23%
-$173.18 
FBALX Fidelity Balanced Fund
-0.23%
-$401.6 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.23%
-$8,670.02 
TSBRX Nuveen Core Impact Bond Fund Class A
-0.22%
-$47.38 
HIG The Hartford Insurance Group, Inc.
-0.22%
-$25.32 
DCPIX BNY Mellon Core Plus Fund Class I
-0.22%
-$220.3 
USIG iShares Broad USD Investment Grade Corporate Bond ETF
-0.22%
-$2.2 
PCCOX T. Rowe Price U.S. Equity Research Fund, Class I
-0.22%
-$61.44 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
-0.22%
-$719.12 
SWOBX Schwab Balanced Fund
-0.21%
-$57.44 
RACE Ferrari N.V.
-0.21%
-$19.75 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.21%
-$211.64 
VPMAX Vanguard Primecap Fund Admiral Shares
-0.21%
-$180.48 
VBTLX Vanguard Total Bond Market Index Fund Admiral Shares
-0.21%
-$2,027.54 
COFYX Columbia Contrarian Core Fund Class I3
-0.21%
-$104.22 
DHI D.R. Horton, Inc.
-0.2%
-$71.1 
FTNT Fortinet Inc.
-0.2%
-$38.02 
DFAPX DFA Investment Grade Portfolio Institutional Class
-0.2%
-$180.32 
USSPX Victory 500 Index Fund Member Shares
-0.2%
-$331.38 
HYD VanEck High Yield Muni ETF
-0.2%
-$141.5 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.2%
-$356.04 
WOBDX JPMorgan Core Bond Fund Class I
-0.2%
-$161.24 
BLK BlackRock, Inc.
-0.19%
-$93.38 
EWA iShares MSCI Australia ETF
-0.19%
-$4.62 
ACITX American Century Inflation Adjusted Bond Fund Investor Class
-0.19%
-$11.16 
GFBLX American Funds Global Balanced Fund Class F-3
-0.19%
-$33.92 
VFIAX Vanguard 500 Index Fund Admiral Shares
-0.19%
-$7,199.76 
FXAIX Fidelity 500 Index Fund
-0.19%
-$1,860.04 
SCHD Schwab U.S. Dividend Equity ETF
-0.18%
-$165.96 
DFUSX Dimensional U.S. Large Company Portfolio Institutional Class
-0.18%
-$249.75 
DIPSX DFA Inflation-Protected Securities Portfolio Institutional Class
-0.18%
-$1,615.68 
PEOPX BNY Mellon S&P 500 Index Fund
-0.18%
-$143.88 
VWNFX Vanguard Windsor II Fund Investor Shares
-0.18%
-$278.73 
PNRAX Putnam Research Fund Class A
-0.18%
-$28.38 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
-0.18%
-$41.92 
NBSRX Neuberger Berman Sustainable Equity Fund Investor Class
-0.17%
-$8.91 
VIPSX Vanguard Inflation-Protected Securities Fund Investor Shares
-0.17%
-$72.78 
IEI iShares 3-7 Year Treasury Bond ETF
-0.17%
-$61.8 
SEQUX Sequoia Fund
-0.16%
-$21.78 
AFTFX American Funds Tax-Exempt Bond Fund® Class F-1
-0.16%
-$35.34 
SEEGX JPMorgan Large Cap Growth Fund Class I
-0.16%
-$231.14 
AMCPX American Funds AMCAP Fund Class A
-0.16%
-$500.08 
SWPPX Schwab S&P 500 Index Fund
-0.16%
-$3,575.61 
PANW Palo Alto Networks, Inc.
-0.15%
-$15.9 
VWELX Vanguard Wellington Fund Investor Shares
-0.15%
-$181.79 
GTEYX Gateway Fund Class Y Shares
-0.15%
-$106.72 
AMP Ameriprise Financial, Inc.
-0.15%
-$322.92 
DSEFX Domini Impact Equity Fund Investor Shares
-0.15%
-$72.3 
CWGIX American Funds Capital World Growth and Income Fund Class A
-0.14%
-$1,276.33 
DGTSX DFA Global Allocation 25/75 Portfolio Institutional Class
-0.14%
-$350.26 
VCRRX Versus Capital Real Assets Fund LLC
-0.14%
-$102.8 
DFAT Dimensional US Targeted Value ETF
-0.14%
-$133.09 
NFLX Netflix, Inc.
-0.13%
-$13.5 
KDP Keurig Dr Pepper Inc.
-0.13%
-$32.64 
MWOFX MFS Global Growth Fund Class A
-0.13%
-$48.32 
ROK Rockwell Automation, Inc.
-0.13%
-$3.6 
CBRE CBRE Group Inc.
-0.13%
-$12.96 
FWGIX American Funds Capital World Growth and Income Fund, Class F-3
-0.13%
-$19 
SCMBX DWS Managed Municipal Bond Fund - Class S
-0.12%
-$10.59 
ABALX American Funds American Balanced Fund Class A
-0.12%
-$333.7 
AFMBX American Balanced Fund F-3
-0.12%
-$41.75 
VQNPX Vanguard Growth and Income Fund Investor Shares
-0.12%
-$10.62 
TADAX Transamerica US Growth Fund Class A
-0.12%
-$30.68 
SRE Sempra
-0.12%
-$67.87 
SUSB iShares ESG Aware 1-5 Year USD Bond ETF
-0.12%
-$5.34 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.12%
-$4.35 
DWFIX DFA World ex U.S. Government Fixed Income Portfolio Institutional Class
-0.12%
-$7.07 
D Dominion Energy, Inc.
-0.11%
-$1.68 
JMBS Janus Henderson Mortgage-Backed Securities ETF
-0.11%
-$25.35 
SCHI Schwab 5-10 Year Corporate Bond ETF
-0.11%
-$13.62 
SWSBX Schwab Short-Term Bond Index Fund
-0.1%
-$82.02 
TD The Toronto-Dominion Bank
-0.1%
-$22.25 
VTABX Vanguard Total International Bond Index Fund Admiral Shares
-0.1%
-$221.12 
DXYZ Destiny Tech100 Inc.
-0.1%
-$81.55 
FNIAX Fidelity Advisor New Insights Fund Class A
-0.1%
-$298.3 
POAGX PRIMECAP Odyssey Aggressive Growth Fund
-0.1%
-$12.48 
VMATX Vanguard Massachusetts Tax-Exempt Fund Investor Shares
-0.1%
-$57.18 
PSA Public Storage Common Stock
-0.1%
-$2.48 
VBIRX Vanguard Short-Term Bond Index Fund Admiral Shares
-0.1%
-$228.38 
VFSUX Vanguard Short-Term Investment-Grade Fund Admiral Shares
-0.1%
-$70.71 
VSNT Versant Media Group, Inc.
-0.1%
-$2.52 
DFEQX DFA Short-Term Extended Quality Portfolio Institutional Class
-0.1%
-$643.27 
FINSX Fidelity Advisor New Insights Fund - Class I
-0.1%
-$245.2 
GFAFX American Funds The Growth Fund of America Class F-1
-0.1%
-$159.76 
AGTHX American Funds The Growth Fund of America Class A
-0.09%
-$960.24 
USMV iShares MSCI USA Min Vol Factor ETF
-0.09%
-$116.37 
VSCSX Vanguard Short-Term Corporate Bond Index Fund Admiral Shares
-0.09%
-$51.78 
WFTAX Allspring Intermediate Tax/AMT-Free Fund A
-0.09%
-$11.39 
CHYZX Columbia High Yield Bond Fund Institutional Class
-0.09%
-$5.18 
EPD Enterprise Products Partners L.P.
-0.09%
-$172.87 
FNITX Fidelity Advisor New Insights Fund Class M
-0.09%
-$15.72 
TFC Truist Financial Corporation
-0.09%
-$9.09 
VCAIX Vanguard California Intermediate-Term Tax-Exempt Fund Investor Shares
-0.09%
-$4.93 
VCITX Vanguard California Long-Term Tax-Exempt Fund Investor Shares
-0.09%
-$4.96 
IBB iShares Biotechnology ETF
-0.08%
-$11.1 
IBM International Business Machines Corporation
-0.08%
-$304.3 
VTEB Vanguard Tax-Exempt Bond ETF
-0.08%
-$45 
PRWCX T. Rowe Price Capital Appreciation Fund
-0.08%
-$211.77 
DFSV Dimensional US Small Cap Value ETF
-0.08%
-$60.87 
TEEFX T. Rowe Price Tax-Efficient Equity Fund I Class
-0.08%
-$27.37 
AIVSX American Funds Investment Company of America Class A
-0.07%
-$285.66 
BNDX Vanguard Total International Bond ETF
-0.07%
-$1,263.08 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.07%
-$2,153.25 
QTERX AQR Emerging Multi-Style II Fund Class R6
-0.07%
-$73.7 
JEMSX JPMorgan Emerging Markets Equity Fund Class I
-0.06%
-$80.58 
INGR Ingredion Inc.
-0.06%
-$3,153.78 
JNK SPDR Bloomberg High Yield Bond ETF
-0.06%
-$1.21 
PDI Pimco Dynamic Income Fund
-0.06%
-$10.75 
TFI SPDR Nuveen Bloomberg Municipal Bond ETF
-0.06%
-$15.22 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
-0.04%
-$114.45 
EWC iShares MSCI Canada ETF
-0.04%
-$7.25 
VGSH Vanguard Short-Term Treasury Fund
-0.04%
-$170.53 
PTY PIMCO Corporate & Income Opportunity Fund
-0.03%
-$2.5 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
-0.03%
-$465.63 
MITTX MFS Massachusetts Investors Trust Class A
-0.03%
-$5.04 
VYM Vanguard High Dividend Yield ETF
-0.03%
-$7.88 
JPST JPMorgan Ultra-Short Income ETF
-0.02%
-$3.36 
MCHI iShares MSCI China ETF
-0.02%
-$0.96 
JPM JPMorgan Chase & Co.
-0.01%
-$50 
ABBV AbbVie Inc.
-0.01%
-$15.66 
RGA Reinsurance Group of America, Inc.
-0.01%
-$0.42 
VGUS Vanguard Ultra Short-Term Treasury Fund
-0.01%
-$1,203.23 
VTV Vanguard Value ETF
-0.01%
-$7.93 Events
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Dividends
Dividend Analysis
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No Data
| Trades 6248 | Longs Won 4421/6248 70% | Profit Factor 7.05 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $213,711.97 |
| Average Win $31,529.53 | Best Trade (Jul 23) $8.2M | Sharpe Ratio -10.49 |
| Average Loss -$10,821.66 | Worst Trade (Jul 24) -$2.36M | Z-Score 29.93 (100%) |
| Commissions $0 | Avg. Trade Length 1y 10m 4w 1d | Expectancy $19,145.47 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 41,667 | 37,500 | 33,333 | 29,167 | 25,000 | 20,833 | 16,667 | 12,500 | 8,333 | 4,167 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Chester Gary Lloyd?
The largest contributions to the portfolio's profits come from the following stocks: DFA Global Equity Portfolio Institutional Class - $3.14M, Williams-Sonoma, Inc - $2.93M, Walmart Inc - $2.35M, DuPont de Nemours, Inc - $2M, and Altria Group, Inc - $1.71M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: V.F. Corporation - $1.86M, Flowers Foods, Inc - $1.73M, 3M Company - $872,187.87, Pfizer Inc - $101,083.13, and Nike, Inc. - Class B - $63,080.93. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Chester Gary Lloyd's portfolio generate?
The portfolio generates substantial dividend income, with a total of $33.54M earned over time. The largest contributors to dividend income include DFA Global Equity Portfolio Institutional Class - $1.81M, Altria Group, Inc - $1.47M, Vanguard Dividend Appreciation ETF - $1.15M, Vanguard FTSE All-World ex-US ETF - $1.12M, and Philip Morris International Inc - $1.01M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Chester Gary Lloyd's monthly returns?
Chester Gary Lloyd's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Chester Gary Lloyd's strategy be considered aggressive or moderate?
Chester Gary Lloyd's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Chester Gary Lloyd's strategy?
Chester Gary Lloyd's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
