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:
79.15%
Gain -1.28%
Monthly
1.17%
Yearly
14.98%
Drawdown
18.18%
$482.65M
Equity
Holdings
$482.65M
Investment
$368.33M
$129.96M
Profit -$3.33M
Realized
$15.65M
Unrealized
$114.31M
Dividends
$35.84M
Goals
Avg. 77.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.28%
Profit
-$3.33M
Win %
73%
This Week
Compared To Last Week
Gain
0.67%
Profit
$3.2M
Win %
73%
This Month
Compared to last month
Gain
3.68%
Profit
$17.12M
Win %
73%
This Year
Compared to last year
Gain
2.73%
Profit
$12.83M
Win %
73%
UWMC UWM Holdings Corporation Class A Common Stock
+26.09%
+$450.6 
HHDS Highlands REIT, Inc.
+24.44%
+$128.23 
PANW Palo Alto Networks, Inc.
+7.22%
+$768.9 
SLB SLB N.V.
+7.05%
+$2,897.36 
HAL Halliburton Company
+5.24%
+$1,553.82 
RC Ready Capital Corporation
+4.95%
+$41.35 
HP Helmerich & Payne, Inc.
+4.81%
+$290.95 
BAER Bridger Aerospace Group Holdings, Inc.
+4.38%
+$345.05 
IHAK iShares Cybersecurity and Tech ETF
+4.12%
+$1,579.5 
COP ConocoPhillips
+3.56%
+$2,491.2 
CVX Chevron Corporation
+2.88%
+$11,571.16 
XOM ExxonMobil Holdings Corporation
+2.79%
+$96,686.7 
VDE Vanguard Energy ETF
+2.64%
+$4,087.87 
XLE State Street Energy Select Sector SPDR ETF
+2.59%
+$3,958.5 
BP BP Plc Sponsored ADR
+2.51%
+$484.43 
LMT Lockheed Martin Corporation
+2.46%
+$4,027.58 
BHB Bar Harbor Bankshares, Inc.
+2.36%
+$70,320.09 
MRVL Marvell Technology Inc.
+2.25%
+$65.52 
HPE Hewlett Packard Enterprise Company
+2.22%
+$1,873.29 
CNQ Canadian Natural Resources Ltd.
+2.15%
+$150.8 
KMI Kinder Morgan Inc.
+2.12%
+$95.81 
OKE ONEOK, Inc.
+2.07%
+$2,977.9 
TTE TotalEnergies SE
+2.03%
+$173.9 
ISRG Intuitive Surgical Inc.
+1.9%
+$194.12 
SPCX Space Exploration Technologies Corp. Class A
+1.87%
+$4,124.62 
TXN Texas Instruments Inc.
+1.86%
+$164,829.21 
QCOM QUALCOMM Incorporated
+1.78%
+$883.96 
AMD Advanced Micro Devices Inc.
+1.75%
+$790.32 
CGNX Cognex Corporation
+1.74%
+$4,027.05 
INTC Intel Corporation
+1.73%
+$3,796.2 
CBRS Cerebras Systems Inc. Class A Common Stock
+1.73%
+$18.8 
VGHAX Vanguard Health Care Fund Admiral Shares
+1.7%
+$2,724.9 
RHHBY Roche Holding AG
+1.64%
+$196 
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
+1.6%
+$1,583.68 
CSCO Cisco Systems, Inc.
+1.53%
+$2,685.48 
EPD Enterprise Products Partners L.P.
+1.53%
+$2,803.36 
EWY iShares MSCI South Korea ETF
+1.5%
+$58.24 
WMB The Williams Companies, Inc.
+1.49%
+$463.14 
ALLE Allegion plc
+1.47%
+$51.8 
DFREX DFA Real Estate Securities Fund - Institutional Class
+1.41%
+$1,839 
SDZNY Sandoz Group AG ADR
+1.39%
+$49.58 
OAKBX Oakmark Equity and Income Fund Investor Class
+1.39%
+$288.99 
ADI Analog Devices, Inc.
+1.39%
+$1,032.55 
FULT Fulton Financial Corporation
+1.37%
+$3,163.84 
DEHP Dimensional Emerging Markets High Profitability ETF
+1.33%
+$69.09 
EBC Eastern Bankshares, Inc.
+1.31%
+$58 
VGSLX Vanguard Real Estate Index Fund Admiral Shares
+1.27%
+$1,242.45 
NOW ServiceNow Inc.
+1.27%
+$169.15 
ROBT First Trust Nasdaq Artificial Intelligence and Robotics ETF
+1.25%
+$114.91 
NTRS Northern Trust Corporation
+1.23%
+$51 
VEVIX Victory Sycamore Established Value Fund Class I
+1.21%
+$298.84 
DFFVX DFA U.S. Targeted Value Portfolio Institutional Class
+1.2%
+$584.46 
FFIV F5, Inc.
+1.19%
+$373.8 
DFSVX DFA U.S. Small Cap Value Portfolio Institutional Class
+1.16%
+$5,877.9 
IMOS ChipMOS Technologies Inc. ADR
+1.15%
+$138.88 
ABT Abbott Laboratories
+1.14%
+$2,984.67 
DD DuPont de Nemours, Inc.
+1.07%
+$2,940.6 
WMMVY Walmart de Mexico S.A.B. de C.V. Sponsored ADR
+1.06%
+$462.98 
BOTZ Global X Robotics & Artificial Intelligence ETF
+1.04%
+$236.3 
NOSGX Northern Small Cap Value Fund
+1.01%
+$44.16 
VSIAX Vanguard Small-Cap Value Index Fund Admiral Shares
+0.99%
+$2,080.8 
ARGFX Ariel Fund Investor Class
+0.99%
+$65.61 
Q Qnity Electronics Inc.
+0.96%
+$3,184.65 
VMATX Vanguard Massachusetts Tax-Exempt Fund Investor Shares
+0.94%
+$519.39 
FCX Freeport-McMoRan Inc.
+0.93%
+$126.6 
FVDFX Fidelity Value Discovery Fund
+0.92%
+$13.69 
WCN Waste Connections, Inc.
+0.92%
+$40.68 
DFGEX DFA Global Real Estate Securities Portfolio
+0.91%
+$2,857.1 
DODIX Dodge & Cox Income Fund Class I
+0.91%
+$131.67 
BSFIX Baron Small Cap Fund Institutional Class
+0.9%
+$575.1 
SWDSX Schwab Dividend Equity Fund
+0.9%
+$592.38 
PDBZX PGIM Total Return Bond Fund Class Z
+0.87%
+$243.2 
VMVAX Vanguard Mid-Cap Value Index Fund Admiral Shares
+0.86%
+$230.64 
VBTLX Vanguard Total Bond Market Index Fund Admiral Shares
+0.86%
+$22,062 
VCITX Vanguard California Long-Term Tax-Exempt Fund Investor Shares
+0.83%
+$45.09 
DFAPX DFA Investment Grade Portfolio Institutional Class
+0.82%
+$723.04 
EMR Emerson Electric Co.
+0.82%
+$3,306.47 
SWAGX Schwab U.S. Aggregate Bond Index Fund
+0.82%
+$136.92 
WOBDX JPMorgan Core Bond Fund Class I
+0.81%
+$475.36 
DELL Dell Technologies Inc. Class C Common Stock
+0.8%
+$590.06 
SCMBX DWS Managed Municipal Bond Fund - Class S
+0.79%
+$64.2 
PONAX PIMCO Income Fund Class A
+0.77%
+$16.4 
VWNFX Vanguard Windsor II Fund Investor Shares
+0.77%
+$1,279.2 
VWIAX Vanguard Wellesley Income Fund Admiral Shares
+0.76%
+$93.06 
AFTFX American Funds Tax-Exempt Bond Fund® Class F-1
+0.76%
+$160.2 
DIPSX DFA Inflation-Protected Securities Portfolio Institutional Class
+0.75%
+$6,503.28 
VWINX Vanguard Wellesley Income Fund Investor Shares
+0.75%
+$684.76 
VVIAX Vanguard Value Index Fund Admiral Shares
+0.74%
+$221.65 
TROW T. Rowe Price Group Inc.
+0.72%
+$47.25 
VCAIX Vanguard California Intermediate-Term Tax-Exempt Fund Investor Shares
+0.72%
+$39.76 
DODBX Dodge & Cox Balanced Fund Class I
+0.72%
+$91.6 
ILCB iShares MSCI USA ETF
+0.72%
+$454.48 
VEIPX Vanguard Equity-Income Fund Investor Shares
+0.69%
+$1,798.6 
BETE ProShares Bitcoin & Ether Equal Weight ETF
+0.68%
+$13.21 
ACITX American Century Inflation Adjusted Bond Fund Investor Class
+0.68%
+$39.76 
MEIAX MFS Value Fund Class A
+0.68%
+$418.84 
MEIIX MFS Value Fund Class I
+0.67%
+$842.49 
MSFT Microsoft Corporation Common Stock
+0.63%
+$31,305.63 
DRIUX Dimensional 2025 Target Date Retirement Income Fund Institutional Class
+0.63%
+$15.61 
VIPSX Vanguard Inflation-Protected Securities Fund Investor Shares
+0.62%
+$254.87 
SOXX iShares Semiconductor ETF
+0.61%
+$104.04 
QCERX AQR Large Cap Multi-Style Fund Class R6
+0.6%
+$4,576.8 
ASAZY Assa Abloy AB - Unsponsored ADR
+0.6%
+$124.74 
AQEAX Columbia Disciplined Core Fund Class A
+0.59%
+$570.9 
ALTFX AllianceBernstein Sustainable Global Thematic Fund Class A
+0.58%
+$166.4 
FIFAX American Funds Income Fund of America Class F-3
+0.58%
+$79.04 
AMECX American Funds The Income Fund of America® Class A
+0.58%
+$1,297.6 
WFTAX Allspring Intermediate Tax/AMT-Free Fund A
+0.57%
+$68.88 
IGPT Invesco AI and Next Gen Software ETF
+0.56%
+$67.62 
IBM International Business Machines Corporation
+0.56%
+$2,526.72 
PRFDX T. Rowe Price Equity Income Fund
+0.55%
+$469.75 
ROK Rockwell Automation Inc.
+0.55%
+$13.86 
MITTX MFS Massachusetts Investors Trust Class A
+0.53%
+$105.84 
FNLC The First Bancorp, Inc.
+0.53%
+$10,064.3 
QTERX AQR Emerging Multi-Style II Fund Class R6
+0.52%
+$589.6 
CWBFX American Funds Capital World Bond Fund Class A
+0.52%
+$46.64 
EWA iShares MSCI Australia ETF
+0.52%
+$12.6 
KOMP State Street SPDR S&P Kensho New Economies Composite ETF
+0.51%
+$81.6 
QTUM Defiance Quantum ETF
+0.49%
+$52.8 
EEM iShares MSCI Emerging Markets ETF
+0.48%
+$514.18 
VGT Vanguard Information Technology ETF
+0.48%
+$116.95 
AWR American States Water Company
+0.47%
+$963.2 
DFSCX DFA U.S. Micro Cap Portfolio Institutional Class
+0.46%
+$252.79 
SWPRX Schwab Target 2060 Fund
+0.45%
+$7.92 
HBAN HubSpot Inc.
+0.45%
+$11.9 
KNYJY Kone Oyj Unsponsored ADR
+0.45%
+$10.08 
AMAT Applied Materials Inc.
+0.44%
+$96.28 
ROP Roper Technologies Inc.
+0.44%
+$30.56 
FSLR First Solar Inc.
+0.43%
+$3.7 
ORCL Oracle Corporation
+0.43%
+$213.3 
VSCSX Vanguard Short-Term Corporate Bond Index Fund Admiral Shares
+0.43%
+$233.01 
SWSBX Schwab Short-Term Bond Index Fund
+0.43%
+$393.48 
CAIBX American Funds Capital Income Builder Class A
+0.42%
+$568.75 
FCPT Four Corners Property Trust Inc.
+0.41%
+$165.69 
VVOAX Invesco Value Opportunities Fund Class A
+0.4%
+$104.28 
FRIAX Franklin Income Fund Equity & Fixed Income Mutual Fund
+0.4%
+$253.9 
VBIRX Vanguard Short-Term Bond Index Fund Admiral Shares
+0.4%
+$913.72 
BA The Boeing Company
+0.4%
+$25.16 
DE Deere & Company
+0.4%
+$693.42 
SWK Stanley Black & Decker Inc.
+0.39%
+$80.73 
VFSUX Vanguard Short-Term Investment-Grade Fund Admiral Shares
+0.39%
+$282.84 
IEMG iShares Core MSCI Emerging Markets ETF
+0.39%
+$246.03 
ADM Archer-Daniels-Midland Company
+0.39%
+$633.64 
CELH Celsius Holdings Inc.
+0.39%
+$6.71 
VMLUX Vanguard Limited-Term Tax-Exempt Fund Admiral Shares
+0.37%
+$39.6 
BHP BHP Group Ltd. Sponsored ADR
+0.36%
+$65.52 
ARIDX AMG River Road Dividend All Cap Value Fund Class I
+0.35%
+$9.52 
IONQ IonQ, Inc.
+0.35%
+$11.88 
VCRRX Harrison Street Real Assets Fund
+0.34%
+$128.6 
IFF International Flavors & Fragrances, Inc.
+0.34%
+$16 
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF
+0.33%
+$67.19 
SIRI Sirius XM Holdings Inc.
+0.33%
+$108.54 
DFAE Dimensional Emerging Core Equity Market ETF
+0.3%
+$81.4 
CDW CDW Corporation
+0.3%
+$46.06 
PLTR Palantir Technologies Inc. Class A Common Stock
+0.28%
+$160.92 
ADRNY Koninklijke Ahold Delhaize N.V.
+0.27%
+$20.7 
VTABX Vanguard Total International Bond Index Fund Admiral Shares
+0.27%
+$556.15 
TILVX Nuveen Large Cap Value Index Fund R6
+0.26%
+$423.72 
QBTS D-Wave Quantum Inc.
+0.26%
+$3.72 
RF Regions Financial Corp.
+0.25%
+$12.46 
DWFIX DFA World ex U.S. Government Fixed Income Portfolio Institutional Class
+0.24%
+$14.26 
NEE NextEra Energy Inc.
+0.24%
+$16,168.8 
SCUIX Hartford Schroders US Small Cap Opportunities Fund Class I
+0.23%
+$52.8 
ARTY iShares Future AI & Tech ETF
+0.23%
+$96.96 
MKSI MKS Inc.
+0.22%
+$105.16 
PEYAX Putnam Large Cap Value Fund Class A
+0.22%
+$76.5 
PEIYX Putnam Large Cap Value Fund Class Y
+0.22%
+$53.7 
DFSTX DFA U.S. Small Cap Portfolio Institutional Class
+0.22%
+$1,134.77 
TFI State Street SPDR Nuveen ICE Municipal Bond ETF
+0.22%
+$57.85 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
+0.21%
+$17.84 
PSA Public Storage
+0.21%
+$5.28 
PZA Invesco National AMT-Free Municipal Bond ETF
+0.21%
+$79.25 
VTEB Vanguard Tax-Exempt Bond ETF
+0.21%
+$113.5 
DFGBX DFA Five-Year Global Fixed Income Portfolio
+0.2%
+$2,940.42 
DFEQX DFA Short-Term Extended Quality Portfolio Institutional Class
+0.2%
+$1,310.18 
DCMSX DFA Commodity Strategy Portfolio Institutional Class Shares
+0.19%
+$11.21 
HAS Hasbro Inc.
+0.18%
+$39.27 
HONA Honeywell Aerospace Inc.
+0.18%
+$19.72 
SIEGY Siemens Aktiengesellschaft Sponsored ADR
+0.16%
+$21.62 
ABBV AbbVie Inc.
+0.16%
+$237.51 
TVAFX Thornburg Small/Mid Cap Core Fund Class A
+0.15%
+$31.92 
VDIGX Vanguard Dividend Growth Fund Investor Shares
+0.15%
+$786.9 
OMC Omnicom Group Inc.
+0.14%
+$622.8 
DFUVX DFA US Large Cap Value III Portfolio Institutional Class
+0.14%
+$120.18 
DFLVX DFA US Large Cap Value Portfolio Institutional Class
+0.13%
+$395.6 
SWCGX Schwab MarketTrack Conservative Portfolio
+0.12%
+$12.4 
SWSSX Schwab Small Cap Index Fund
+0.11%
+$78.15 
DFSHX DFA Selectively Hedged Global Fixed Income Ptf
+0.11%
+$136.46 
VGIIX JPMorgan U.S. Value Fund I
+0.1%
+$26.4 
FWMIX American Funds Washington Mutual Investors Fund Class F-3
+0.1%
+$21.42 
AWSHX American Funds Washington Mutual Investors Fund Class A
+0.1%
+$909.79 
DFGFX DFA Two-Year Global Fixed Income Portfolio
+0.1%
+$850.68 
DFSMX DFA Short Term Municipal Bond Portfolio Institutional Class
+0.1%
+$73.4 
GEHC GE HealthCare Technologies Inc.
+0.1%
+$3.57 
QSERX AQR Small Cap Multi-Style Fund Class R6
+0.09%
+$23.48 
STWD Starwood Property Trust, Inc.
+0.08%
+$6.39 
SGIIX First Eagle Global Fund Class I
+0.08%
+$46.76 
OGN Organon & Co.
+0.07%
+$3.72 
TFC Truist Financial Corporation
+0.07%
+$7.07 
HYD VanEck High Yield Muni ETF
+0.05%
+$35.37 
RWO SPDR Dow Jones Global Real Estate ETF
+0.04%
+$7.94 
SYK Stryker Corp.
+0.04%
+$5.87 
TBIL F/m US Treasury 3 Month Bill Fund
+0.04%
+$2 
DFEV Dimensional Emerging Markets Value ETF
+0.04%
+$1.68 
PDI Pimco Dynamic Income Fund
+0.04%
+$5.86 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.03%
+$19.89 
URA Global X Uranium ETF
+0.03%
+$0.47 
NLY Annaly Capital Management, Inc.
+0.03%
+$1.87 
VGUS Vanguard Ultra-Short Treasury ETF
+0.03%
+$5,794.98 
SHYL Xtrackers Short Duration High Yield Bond ETF
+0.02%
+$13.97 
BNDX Vanguard Total International Bond ETF
+0.02%
+$380.56 
JAAA Janus Henderson AAA CLO ETF
+0.02%
+$0.93 
VTIP Vanguard Short-Term Inflation-Protected Securities ETF
+0.02%
+$336.2 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+0.02%
+$0.46 
NUE Nucor Corporation
+0.02%
+$12.6 
ILMN Illumina Inc.
+0.01%
+$0.14 
JNK State Street SPDR Bloomberg High Yield Bond ETF
+0.01%
+$0.11 
EMRAF Emera Inc.
0%
$0 
IR Ingersoll Rand Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
TTC The Toro Company
0%
$0 
TWO Two Harbors Investment Corp.
0%
$0 
DUSB Dimensional Ultrashort Fixed Income ETF
0%
$0 
IVES Dan Ives Wedbush AI Revolution ETF
0%
$0 
PULS PGIM Ultra Short Bond ETF
0%
$0 
SWERX Schwab Target 2040 Fund
0%
$0 
PMAQX Principal MidCap Fund Class R6
0%
$0 
SWYJX Schwab Target 2055 Index Fund
0%
$0 
SWORX Schwab Target 2055 Fund
0%
$0 
QICRX AQR International Multi-Style Fund Class R6
0%
$0 
CFJIX Calvert US Large Cap Value Responsible Index Fund Class I
0%
$0 
SWBGX Schwab MarketTrack Balanced Portfolio
0%
$0 
DFTEX DFA Intermediate-Term Extended Quality Portfolio Institutional Class Shares
0%
$0 
SWMRX Schwab Target 2045 Fund
0%
$0 
ACAZX Alger Capital Appreciation Fund Class Z
0%
$0 
SWHGX Schwab MarketTrack Growth Portfolio
0%
$0 
PMYAX Putnam Core Equity Fund Class A
0%
$0 
SWIRX Schwab Target 2035 Fund
0%
$0 
SWNRX Schwab Target 2050 Fund
0%
$0 
DSCGX DFA U.S. Small Cap Growth Portfolio Institutional Class
0%
$0 
TSBRX Nuveen Core Impact Bond Fund Class A
0%
$0 
SHSAX BlackRock Health Sciences Opportunities Fund, Investor A
0%
$0 
SWVXX Schwab Prime Advantage Money Fund - Investor
0%
$0 
QQQI NEOS Nasdaq-100 High Income ETF
0%
$0 
PMDIX Principal Small-MidCap Dividend Income Fund Institutional Class
0%
$0 
TEEFX T. Rowe Price Tax-Efficient Equity Fund I Class
0%
$0 
SOPYX ClearBridge Dividend Strategy Fund Class I
0%
$0 
DGTSX DFA Global Allocation 25/75 Portfolio Institutional Class
0%
$0 
PMVAX Putnam Sustainable Future Fund Class A
0%
$0 
MFBFX MFS Corporate Bond Fund Class A
0%
$0 
WSMAX Allspring Fd Short-Term Municipal Bond Class A
0%
$0 
SRMSX DWS Short Term Municipal Bond Fund - Class S
0%
$0 
ACGR American Century Large Cap Growth Fund G Class
0%
$0 
BCHI GMO Beyond China ETF
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
MICC The Magnum Ice Cream Company N.V.
0%
$0 FAX
FAX
0%
$0 0926
09262J102
0%
$0 
BLZRU Trailblazer Acquisition Corp. Unit
0%
$0 8085
808515548
0%
$0 8085
808516603
0%
$0 8085
808515613
0%
$0 G200
G2004J103
0%
$0 1976
19767X589
0%
$0 0926
09260B382
0%
$0 8085
808516843
0%
$0 0014
00143W701
0%
$0 2523
25239Y493
0%
$0 2523
25239Y444
0%
$0 2523
25239Y485
0%
$0 0090
00900W647
0%
$0 0926
09260B374
0%
$0 8085
808515472
0%
$0 Y861
Y8615C114
0%
$0 J556
J55678106
0%
$0 
AVB AvalonBay Communities, Inc.
-62.98%
-$1,622.88 
FIX Comfort Systems USA Inc.
-9.33%
-$27,696.16 
XRX Xerox Holdings Corporation
-8.24%
-$107.87 
T AT&T Inc.
-7.94%
-$9,613.43 
RYCEY Rolls-Royce Holdings plc
-7.72%
-$650 
SSNC SS&C Technologies Holdings, Inc.
-7.35%
-$355.32 
FSELX Fidelity Select Semiconductors Portfolio
-6.65%
-$1,512.96 
NWL Newell Brands Inc.
-6.46%
-$103.23 
CBRE CBRE Group Inc. Class A Common Stock
-6.04%
-$570.24 
COKE Coca-Cola Consolidated Inc.
-5.42%
-$779.88 
DG Dollar General Corp.
-4.64%
-$1,257.75 
NEM Newmont Corporation
-4.61%
-$1,841 
MET MetLife, Inc.
-4.59%
-$1,363.25 
ETSY Etsy Inc.
-4.29%
-$97.5 
EQH Equitable Holdings Inc.
-4.16%
-$160.3 
FCEL FuelCell Energy Inc.
-4.06%
-$15.51 
FLO Flowers Foods, Inc.
-4.05%
-$82.68 
JACTX Janus Henderson Forty Fund Class T
-4.02%
-$4,357.08 
GPC Genuine Parts Company
-3.84%
-$476.27 
SFM Sprouts Farmers Market Inc.
-3.78%
-$319.8 
UNM Unum Group
-3.7%
-$777.28 
AXP American Express Company
-3.7%
-$16,324.72 
PEGZX PGIM Jennison Mid-Cap Growth Fund - Class Z
-3.66%
-$77.76 
ACN Accenture plc
-3.61%
-$20,632.06 
FAEGX Fidelity Advisor Equity Growth Fund Class M
-3.57%
-$2,871.54 
PEMMX Putnam Emerging Markets Equity Fund Class A
-3.47%
-$277.5 
CL Colgate-Palmolive Co.
-3.45%
-$15,587.04 
HSY The Hershey Company Common Stock
-3.42%
-$97,061.5 
TGT Target Corp.
-3.4%
-$18,633.87 
CLS Celestica Inc.
-3.39%
-$2,244.75 
RCL Royal Caribbean Cruises Ltd.
-3.37%
-$115.56 
JEMSX JPMorgan Emerging Markets Equity Fund Class I
-3.34%
-$4,458.76 
NVS Novartis AG Sponsored ADR
-3.32%
-$964.41 
BKNG Booking Holdings Inc.
-3.29%
-$132.5 
FBGRX Fidelity Blue Chip Growth Fund
-3.26%
-$18,192.5 
FDGRX Fidelity Growth Company Fund
-3.23%
-$345.47 
CTVA Corteva Inc.
-3.19%
-$90.2 
EXPE Expedia Group Inc.
-3.18%
-$218.04 
WSM Williams-Sonoma, Inc.
-3.17%
-$412,240.58 
PRJZX PGIM Jennison Global Opportunities Fund Class Z
-3.15%
-$423.2 
MAT Mattel Inc.
-3.13%
-$78.44 
DFCEX DFA Emerging Markets Core Equity 2 Portfolio Institutional Class
-3.12%
-$28,661.81 
CHH Choice Hotels International, Inc.
-3.11%
-$414.95 
ROST Ross Stores Inc.
-3.11%
-$294.8 
SYY Sysco Corp.
-3.08%
-$11,294.99 
YUM Yum! Brands, Inc.
-3.08%
-$1,642.2 
TADAX Transamerica US Growth Fund Class A
-3.04%
-$797.68 
RGA Reinsurance Group of America, Inc.
-3.01%
-$171.78 
MFC Manulife Financial Corporation
-2.99%
-$107.83 
F Ford Motor Co.
-2.97%
-$364.94 
PRGFX T. Rowe Price Growth Stock Fund
-2.89%
-$6,153.42 
PRMTX T. Rowe Price Communications & Technology Fund Investor Class
-2.87%
-$5,936.84 
DFEVX DFA Emerging Markets Value Portfolio Institutional Class
-2.84%
-$207.5 
MFEIX MFS Growth Fund Class I
-2.84%
-$2,762.32 
MFEGX MFS Growth Fund Class A
-2.84%
-$987.47 
CI The Cigna Group
-2.83%
-$5,652.06 
TILIX Nuveen Large Cap Growth Index Fund R6
-2.82%
-$4,581 
LOW Lowe's Companies, Inc.
-2.78%
-$1,614.54 
NSRGY Nestle S.A. Sponsored ADR
-2.78%
-$228.31 
KO The Coca-Cola Company
-2.76%
-$267,713.36 
GE General Electric Company
-2.69%
-$2,978.3 
PRU Prudential Financial, Inc.
-2.67%
-$837.4 
VSNT Versant Media Group Inc. Class A Common Stock
-2.6%
-$54.6 
NKE Nike, Inc. Class B Common Stock
-2.6%
-$53,781.74 
VTRS Viatris Inc.
-2.6%
-$424.8 
MAS Masco Corporation
-2.59%
-$149.48 
NEWFX American Funds New World Fund Class A
-2.59%
-$3,919.36 
FNIAX Fidelity Advisor New Insights Fund Class A
-2.57%
-$7,875.12 
FNITX Fidelity Advisor New Insights Fund Class M
-2.56%
-$1,423.2 
CLX The Clorox Company
-2.55%
-$82,462.88 
SJM The J. M. Smucker Company
-2.54%
-$47.46 
ANEFX American Funds The New Economy Fund® Class A
-2.53%
-$1,698.5 
LLY Eli Lilly and Company
-2.52%
-$17,489.97 
SOUHY South32 Ltd. - American Depositary Receipt
-2.52%
-$33.37 
VWUSX Vanguard U.S. Growth Fund Investor Shares
-2.51%
-$682.5 
CPB The Campbell's Company Common Stock
-2.49%
-$100.17 
ADBE Adobe Inc.
-2.49%
-$3,856.29 
SHW The Sherwin-Williams Company
-2.48%
-$128.55 
NSC Norfolk Southern Corp.
-2.48%
-$293.3 
HD The Home Depot, Inc.
-2.47%
-$2,151.94 
FCNTX Fidelity Contrafund
-2.45%
-$3,010.36 
CAT Caterpillar Inc.
-2.45%
-$10,269.07 
LW Lamb Weston Holdings, Inc.
-2.44%
-$134.5 
MS Morgan Stanley Common Stock
-2.44%
-$94.08 
CB Chubb Limited
-2.43%
-$265.2 
BMY Bristol-Myers Squibb Company
-2.4%
-$3,045.15 
PCAR PACCAR Inc.
-2.4%
-$23.67 
CAH Cardinal Health, Inc.
-2.35%
-$1,638 
SOLV Solventum Corporation
-2.34%
-$198.85 
GIS General Mills Inc.
-2.33%
-$75,514.62 
MO Altria Group, Inc.
-2.29%
-$155,902.26 
SEEGX JPMorgan Large Cap Growth Fund Class I
-2.28%
-$434.56 
AFL Aflac Incorporated
-2.24%
-$127.19 
KTB Kontoor Brands Inc.
-2.22%
-$852.89 
PEP PepsiCo, Inc.
-2.2%
-$135,652.86 
PPG PPG Industries, Inc.
-2.2%
-$29.88 
PIIVX The Private Shares Fund Class I
-2.18%
-$82.36 
APGYX AB Large Cap Growth Fund Advisor Class
-2.16%
-$753.36 
GFAFX American Funds The Growth Fund of America Class F-1
-2.15%
-$3,754.36 
AGTHX American Funds The Growth Fund of America Class A
-2.15%
-$21,912.7 
WPM Wheaton Precious Metals Corp.
-2.15%
-$331.25 
SLF Sun Life Financial Inc.
-2.14%
-$316.59 
MDLZ Mondelēz International, Inc. Class A Common Stock
-2.13%
-$628.28 
TOST Toast, Inc. Class A Common Stock
-2.11%
-$211.5 
AMCPX American Funds AMCAP Fund Class A
-2.1%
-$6,949.25 
NBSRX Neuberger Berman Sustainable Equity Fund Investor Class
-2.1%
-$111.78 
VPADX Vanguard Pacific Stock Index Fund Admiral Shares
-2.07%
-$911.64 
JORNX Janus Henderson Global Select Fund Class T
-2.07%
-$447.2 
PG The Procter & Gamble Company
-2.06%
-$157,050.19 
ACCO Acco Brands Corporation
-2.03%
-$41.33 
SMCWX American Funds SMALLCAP World Fund Class A
-2.02%
-$6,072.92 
SCWFX American Funds Smallcap World Fund Inc. Class F-1
-2.01%
-$172.22 
TEQAX Touchstone Non-US Equity Fund Class A
-2%
-$1,710.2 
RBLX Roblox Corp. Class A Common Stock
-2%
-$27 
FIS Fidelity National Information Services, Inc.
-2%
-$123.93 
PRWAX T. Rowe Price All-Cap Opportunities Fund
-1.99%
-$5,724.8 
ANWPX American Funds New Perspective Fund Class A
-1.94%
-$3,580.05 
AMAGX Amana Growth Fund Investor
-1.94%
-$79.42 
ANWFX American Funds New Perspective Fund® Class F-2
-1.93%
-$227.52 
HIG The Hartford Insurance Group, Inc.
-1.93%
-$220.58 
KMB Kimberly-Clark Corporation
-1.93%
-$104,779.51 
AEGFX American Funds EuroPacific Growth Fund Class F-1
-1.92%
-$112.32 
XLP State Street Consumer Staples Select Sector SPDR ETF
-1.91%
-$641.56 
AEPGX American Funds EUPAC Fund Class A
-1.91%
-$1,704.69 
VSGAX Vanguard Small-Cap Growth Index Fund Admiral Shares
-1.88%
-$4,264.62 
RTX RTX Corporation
-1.88%
-$658.8 
INDA iShares MSCI India ETF
-1.88%
-$46.28 
TMDX TransMedics Group, Inc.
-1.83%
-$100.32 
AMGN Amgen Inc. Common Stock
-1.79%
-$593.48 
FSTA Fidelity MSCI Consumer Staples Index ETF
-1.77%
-$652.37 
UNP Union Pacific Corp.
-1.77%
-$4,131.68 
VDC Vanguard Consumer Staples ETF
-1.76%
-$3,126.1 
NFLX Netflix Inc.
-1.76%
-$177 
POAGX PRIMECAP Odyssey Aggressive Growth Fund
-1.75%
-$220.48 
VTIAX Vanguard Total International Stock Index Fund Admiral Shares
-1.73%
-$6,425.64 
IT Gartner Inc.
-1.73%
-$339.78 
BLK BlackRock, Inc.
-1.7%
-$891.02 
CSX CSX Corporation
-1.7%
-$735.68 
WY Weyerhaeuser Co.
-1.69%
-$83.75 
FDX FedEx Corp.
-1.68%
-$720.51 
GM General Motors Co.
-1.66%
-$282.7 
MCD McDonald's Corporation
-1.66%
-$98,405.56 
XLY State Street Consumer Discretionary Select Sector SPDR ETF
-1.64%
-$808.92 
FWGIX American Funds Capital World Growth and Income Fund, Class F-3
-1.64%
-$250.21 
UNH UnitedHealth Group Inc.
-1.62%
-$1,028.1 
CWGIX American Funds Capital World Growth and Income Fund Class A
-1.62%
-$15,084.02 
BTI British American Tobacco plc ADR
-1.6%
-$451.05 
HDB HDFC Bank Ltd. ADR
-1.6%
-$31.68 
TJX The TJX Companies, Inc.
-1.6%
-$1,331.04 
KR The Kroger Co.
-1.6%
-$4,987.74 
VERS ProShares Metaverse ETF
-1.6%
-$34.77 
TXT Textron Inc.
-1.56%
-$396.5 
KVUE Kenvue Inc.
-1.56%
-$127.41 
ENGIY Engie S.A. Sponsored ADR
-1.56%
-$107.97 
IGAAX American Funds International Growth and Income Fund Class A
-1.56%
-$984.2 
FRFHF Fairfax Financial Holdings Limited
-1.56%
-$1,118.8 
GEV GE Vernova Inc.
-1.55%
-$1,195.05 
MCO Moody's Corporation
-1.55%
-$1,345.2 
MA Mastercard Inc. Class A Common Stock
-1.54%
-$798.68 
FAST Fastenal Co.
-1.54%
-$442.26 
IGFFX American Funds International Growth and Income Fund Class F-2
-1.54%
-$62.25 
MAR Marriott International, Inc. Class A Common Stock
-1.53%
-$60.9 
INGR Ingredion Incorporated
-1.53%
-$81,307.81 
V Visa Inc. Class A
-1.53%
-$2,738.88 
POGRX Primecap Odyssey Growth Fund
-1.53%
-$186.99 
AVY Avery Dennison Corporation
-1.52%
-$278.19 
BR Broadridge Financial Solutions, Inc.
-1.52%
-$181.12 
COFYX Columbia Contrarian Core Fund Class I3
-1.52%
-$799.02 
DISVX DFA International Small Cap Value Portfolio Institutional Class
-1.51%
-$4,327.44 
PCCOX T. Rowe Price U.S. Equity Research Fund, Class I
-1.51%
-$445.44 
MATV Mativ Holdings Inc
-1.51%
-$38.85 
C Citigroup Inc.
-1.5%
-$816.96 
ANCFX American Funds Fundamental Investors® Class A
-1.5%
-$22,711.92 
JPM JPMorgan Chase & Co.
-1.49%
-$5,025.03 
USIFX Victory International Fund
-1.49%
-$890.97 
VQNPX Vanguard Growth and Income Fund Investor Shares
-1.49%
-$132.16 
COST Costco Wholesale Corp
-1.48%
-$4,582.63 
PH Parker-Hannifin Corporation
-1.48%
-$52.72 
HRL Hormel Foods Corporation
-1.45%
-$4,581.8 
KDP Keurig Dr Pepper Inc.
-1.45%
-$59.16 
LVMUY LVMH Moët Hennessy Louis Vuitton SE
-1.45%
-$93.13 
FPURX Fidelity Puritan Fund
-1.44%
-$545.01 
AIVSX American Funds Investment Company of America Class A
-1.42%
-$5,563.92 
BEP Brookfield Renewable Partners L.P.
-1.42%
-$77.9 
VSDA VictoryShares Dividend Accelerator ETF
-1.41%
-$60.63 
JNJ Johnson & Johnson
-1.4%
-$143,137.12 
PNRAX Putnam Research Fund Class A
-1.4%
-$234.78 
VTWAX Vanguard Total World Stock Index Fund Admiral Shares
-1.37%
-$15.4 
BAX Baxter International Inc.
-1.34%
-$62.45 
GIL Gildan Activewear Inc.
-1.34%
-$34.65 
MRK Merck & Co., Inc.
-1.34%
-$16,959.82 
PFE Pfizer Inc.
-1.31%
-$5,715.6 
ACP abrdn Income Credit Strategies Fund
-1.31%
-$72.55 
XLF State Street Financial Select Sector SPDR ETF
-1.31%
-$1,074.48 
VZ Verizon Communications Inc.
-1.3%
-$77,728.37 
PRBLX Parnassus Core Equity Fund Investor Shares
-1.3%
-$3,423.06 
SABR Sabre Corporation
-1.3%
-$136.72 
PRILX Parnassus Core Equity Fund – Institutional Shares
-1.3%
-$1,002.78 
VPMAX Vanguard Primecap Fund Admiral Shares
-1.3%
-$1,136.64 
FMCAX Fidelity Advisor Stock Selector Mid Cap Fund - Class M
-1.3%
-$165.66 
USSPX Victory 500 Index Fund Member Shares
-1.29%
-$894.19 
VFH Vanguard Financials Index Fund ETF Shares
-1.29%
-$65.49 
ECL Ecolab Inc.
-1.28%
-$26.25 
DFVQX DFA International Vector Equity I Fund Institutional Class
-1.26%
-$5,657.75 
MRNA Moderna Inc.
-1.25%
-$275.77 
ELV Elevance Health, Inc.
-1.24%
-$829.5 
ITW Illinois Tool Works Inc.
-1.24%
-$380.05 
RDVY First Trust Rising Dividend Achievers ETF
-1.24%
-$2,252.7 
ZTS Zoetis Inc. Class A Common Stock
-1.23%
-$227.23 
GOOGL Alphabet Inc
-1.23%
-$1,727.67 
DIA State Street SPDR Dow Jones Industrial Average ETF Trust
-1.23%
-$369.36 
DFUSX Dimensional U.S. Large Company Portfolio Institutional Class
-1.22%
-$1,748.88 
MDT Medtronic plc
-1.22%
-$70,738.64 
NTIOF National Bank of Canada
-1.22%
-$495 
VTCLX Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
-1.21%
-$2,873.85 
MKC McCormick & Company, Incorporated Non-Voting Common Stock
-1.21%
-$11.8 
FXAIX Fidelity 500 Index Fund
-1.21%
-$12,374.96 
VFIAX Vanguard 500 Index Fund Admiral Shares
-1.21%
-$47,151.42 
ADP Automatic Data Processing Inc.
-1.21%
-$891.6 
PEOPX BNY Mellon S&P 500 Index Fund
-1.2%
-$1,007.16 
DFISX DFA International Small Company Portfolio Institutional Class
-1.2%
-$2,283.6 
SWPPX Schwab S&P 500 Index Fund
-1.2%
-$36,068.64 
MMM 3M Company
-1.19%
-$683.43 
CP Canadian Pacific Kansas City Ltd.
-1.19%
-$90.3 
SWTSX Schwab Total Stock Market Index Fund
-1.18%
-$47.96 
UL Unilever PLC Sponsored ADR
-1.16%
-$74,553.96 
AGI Alamos Gold Inc. Class A Common Shares
-1.16%
-$193.9 
DILRX DFA International Large Cap Growth Portfolio
-1.15%
-$23.28 
EW Edwards Lifesciences Corporation
-1.14%
-$37.08 
VTSAX Vanguard Total Stock Market Index Fund Admiral Shares
-1.13%
-$38,309.52 
IDXX IDEXX Laboratories, Inc.
-1.13%
-$216.92 
MCK McKesson Corporation
-1.13%
-$148.2 
VHT Vanguard Health Care ETF
-1.11%
-$224.4 
CINF Cincinnati Financial Corporation
-1.11%
-$17.82 
DSEFX Domini Impact Equity Fund Investor Shares
-1.1%
-$554.3 
PM Philip Morris International Inc.
-1.09%
-$97,838.91 
RPMGX T. Rowe Price Mid-Cap Growth Fund
-1.09%
-$412.16 
DFNL Davis Select Financial ETF
-1.09%
-$244.52 
SBUX Starbucks Corp.
-1.09%
-$35,663.19 
DFUEX DFA U.S. Social Core Equity 2 Portfolio Institutional Class
-1.09%
-$1,573.58 
SWYOX Schwab Target 2065 Index Fund
-1.09%
-$691.74 
GTBP GT Biopharma Inc.
-1.09%
-$41.02 
GOOG Alphabet Inc
-1.08%
-$4,826.75 
ADSK Autodesk Inc.
-1.08%
-$85.25 
DRILX Dimensional 2060 Target Date Retirement Income Fund – Institutional Class
-1.08%
-$1,466.08 
UBS UBS Group AG
-1.07%
-$26 
PWR Quanta Services, Inc.
-1.06%
-$604.61 
AON Aon plc Class A
-1.06%
-$454.02 
SOFI SoFi Technologies, Inc.
-1.05%
-$13.79 
CVS CVS Health Corporation Common Stock
-1.05%
-$878.13 
COF Capital One Financial Corp.
-1.04%
-$301.73 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
-1.03%
-$107,622.91 
DFIEX DFA International Core Equity 2 Portfolio Institutional Class
-1.03%
-$14,351.54 
WMT Walmart Inc.
-1.03%
-$114,711.25 
SWYNX Schwab Target 2060 Index Fund Institutional Shares
-1.03%
-$212.16 
BAC Bank of America Corporation
-1.02%
-$180.96 
META Meta Platforms Inc Class A
-1.02%
-$10,960.86 
MDIJX MFS International Diversification Fund Class I
-1%
-$219.79 
NVO Novo Nordisk A/S Sponsored ADR
-1%
-$15.8 
WPC W. P. Carey Inc.
-1%
-$9.03 
SO The Southern Company
-0.99%
-$71,365.41 
VASGX Vanguard LifeStrategy Growth Fund Investor Shares
-0.99%
-$190.85 
FVD First Trust Value Line Dividend Index Fund
-0.99%
-$1,209 
DFIVX Dimensional International Value Portfolio Institutional Class
-0.99%
-$759.04 
CWEN Clearway Energy Inc. Class C Common Stock
-0.99%
-$87.11 
ATO Atmos Energy Corporation
-0.97%
-$123.37 
DFVIX DFA International Value Portfolio III
-0.97%
-$228.42 
DRIJX Dimensional 2050 Target Date Retirement Income Fund Institutional Class
-0.97%
-$77.52 
VEUSX Vanguard European Stock Index Fund Admiral Shares
-0.97%
-$269.24 
PEG Public Service Enterprise Group Inc.
-0.96%
-$54.6 
NI NiSource Inc.
-0.96%
-$118.44 
SAP SAP SE Sponsored ADR
-0.96%
-$46.2 
DGEIX DFA Global Equity Portfolio Institutional Class
-0.96%
-$189,173.77 
AMP Ameriprise Financial Inc.
-0.96%
-$1,966.5 
NGG National Grid plc Sponsored ADR
-0.96%
-$455.83 
SWISX Schwab International Index Fund
-0.95%
-$745.2 
WEC WEC Energy Group Inc.
-0.94%
-$28.62 
SWEGX Schwab MarketTrack All Equity Portfolio
-0.94%
-$16,741.48 
AMZN Amazon.com Inc
-0.94%
-$14,093.92 
SDY State Street SPDR S&P Dividend ETF
-0.94%
-$18,655.98 
EXC Exelon Corp.
-0.94%
-$39.06 
RJF Raymond James Financial, Inc.
-0.92%
-$87.9 
SCHW The Charles Schwab Corporation
-0.92%
-$153.72 
HLN Haleon Plc ADR
-0.92%
-$130.34 
MINIX MFS International Intrinsic Value Fund Class I
-0.92%
-$92.12 
MRCY Mercury Systems Inc.
-0.91%
-$273.24 
DVY iShares Select Dividend ETF
-0.91%
-$812.52 
GSK GSK plc ADR
-0.91%
-$642.16 
ARTIX Artisan International Fund Investor Class
-0.91%
-$100.05 
MGIAX MFS International Intrinsic Value Fund Class A
-0.9%
-$593.56 
SWYMX Schwab Target 2050 Index Fund
-0.9%
-$202.84 
PYPL PayPal Holdings, Inc.
-0.9%
-$24.72 
POVSX Putnam International Equity Fund Class A
-0.89%
-$82.5 
FDXF FedEx Freight Holding Company, Inc.
-0.88%
-$67.62 
DODFX Dodge & Cox International Stock Fund Class I
-0.88%
-$342.72 
DFSPX DFA International Sustainability Core 1 Portfolio
-0.88%
-$945 
BRK-B Berkshire Hathaway Inc.
-0.88%
-$151,312.98 
RWGFX Wedgewood Fund Retail Class
-0.87%
-$217.68 
TT Trane Technologies plc
-0.87%
-$128.7 
DFALX DFA Large Cap International Portfolio Institutional Class
-0.87%
-$397.32 
IBB iShares Biotechnology ETF
-0.86%
-$133.2 
SNY Sanofi ADR
-0.86%
-$37.8 
VEXAX Vanguard Extended Market Index Fund Admiral Shares
-0.86%
-$2,625.89 
RIO Rio Tinto plc ADR
-0.86%
-$68.4 
VIG Vanguard Dividend Appreciation ETF
-0.82%
-$224,550.17 
DUHP Dimensional US High Profitability ETF
-0.82%
-$24,549 
CRCL Circle Internet Group, Inc. Class A
-0.82%
-$52.54 
TRMB Trimble Inc.
-0.81%
-$65 
MELI MercadoLibre Inc.
-0.81%
-$14.8 
SWYHX Schwab Target 2045 Index Fund
-0.81%
-$92.53 
DFSU Dimensional US Sustainability Core 1 ETF
-0.8%
-$3,066.53 
GTEYX Gateway Fund Class Y Shares
-0.8%
-$586.96 
VWELX Vanguard Wellington Fund Investor Shares
-0.8%
-$1,071.6 
SRE Sempra
-0.8%
-$421.6 
ACWV iShares MSCI Global Min Vol Factor ETF
-0.8%
-$69.68 
ETN Eaton Corporation plc
-0.8%
-$118 
DFSI Dimensional International Sustainability Core 1 ETF
-0.8%
-$1,232.64 
FDL First Trust Morningstar Dividend Leaders Index Fund
-0.79%
-$15.12 
DIHRX Dimensional International High Relative Profitability Portfolio
-0.78%
-$16.25 
BDX Becton, Dickinson and Company
-0.78%
-$279.9 
RSP Invesco S&P 500 Equal Weight ETF
-0.77%
-$224.77 
VTRIX Vanguard International Value Fund Investor Shares
-0.77%
-$968.04 
FBALX Fidelity Balanced Fund
-0.77%
-$1,259.5 
SETM Sprott Critical Materials ETF
-0.77%
-$25.84 
FXU First Trust Utilities AlphaDEX Fund
-0.76%
-$256.96 
XLB State Street Materials Select Sector SPDR ETF
-0.75%
-$39.78 
FDVV Fidelity High Dividend ETF
-0.75%
-$38.07 
MLI Mueller Industries, Inc.
-0.75%
-$60.68 
JEPI JPMorgan Equity Premium Income ETF
-0.75%
-$43.43 
MSCI MSCI Inc.
-0.75%
-$32.55 
WFC Wells Fargo & Company
-0.75%
-$163.06 
VOT Vanguard Mid-Cap Growth ETF
-0.75%
-$41.04 
SWOBX Schwab Balanced Fund
-0.74%
-$491.54 
AEP American Electric Power Company, Inc.
-0.74%
-$97 
AVDV Avantis International Small Cap Value ETF
-0.74%
-$102.96 
DFQTX DFA U.S. Core Equity II Portfolio Institutional Class
-0.73%
-$12,480.47 
GILD Gilead Sciences Inc.
-0.73%
-$136.85 
DFEOX DFA U.S. Core Equity 1 Portfolio Institutional Class
-0.72%
-$569.08 
DFSIX DFA U.S. Sustainability Core 1 Portfolio
-0.72%
-$775.74 
TDV ProShares S&P Technology Dividend Aristocrats ETF
-0.71%
-$31,771.38 
FNDB Schwab Fundamental U.S. Broad Market ETF
-0.71%
-$126.22 
CRM Salesforce, Inc.
-0.7%
-$156.64 
DLN WisdomTree U.S. LargeCap Dividend Fund
-0.7%
-$11.9 
PTH Invesco Dorsey Wright Healthcare Momentum ETF
-0.7%
-$164.41 
PGR The Progressive Corporation
-0.69%
-$17.49 
CEG Constellation Energy Corporation
-0.69%
-$54.56 
SWYGX Schwab Target 2040 Index Fund
-0.68%
-$57.15 
FFLC Fidelity Fundamental Large Cap Core ETF
-0.67%
-$134.16 
VRT Vertiv Holdings Co Class A Common Stock
-0.67%
-$5.2 
VYM Vanguard High Dividend Yield ETF
-0.66%
-$211.7 
CMCSA Comcast Corp. Class A Common Stock
-0.66%
-$282 
DRIIX Dimensional 2045 Target Date Retirement Income Fund Institutional Class
-0.66%
-$31.35 
PKG Packaging Corporation of America
-0.66%
-$132.03 
VTV Vanguard Morningstar Value ETF
-0.65%
-$1,175.12 
SCHV Schwab U.S. Large-Cap Value ETF
-0.65%
-$13.5 
TSLA Tesla, Inc.
-0.65%
-$313.47 
MP MP Materials Corp.
-0.65%
-$20.75 
PAYX Paychex Inc.
-0.65%
-$38,054.94 
GLD SPDR Gold Shares
-0.65%
-$270.07 
IRM Iron Mountain Inc.
-0.65%
-$137.28 
TBGVX Tweedy, Browne International Value Fund
-0.65%
-$197.82 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.64%
-$13,095.53 
ALGN Align Technology Inc.
-0.64%
-$12 
SPGI S&P Global Inc.
-0.64%
-$11.58 
RSG Republic Services Inc.
-0.64%
-$89.32 
SOLS Sollensys Corp
-0.64%
-$7.98 
OEF iShares S&P 100 ETF
-0.64%
-$378.37 
APLE Apple Hospitality REIT, Inc.
-0.63%
-$9.2 
FBIOX Fidelity Select Biotechnology Portfolio
-0.63%
-$13.68 
EFG iShares MSCI EAFE Growth ETF
-0.63%
-$357.6 
VGK Vanguard FTSE Europe ETF
-0.63%
-$2,490.11 
VPU Vanguard Utilities ETF
-0.63%
-$1,088.08 
AZN AstraZeneca PLC American Depositary Shares
-0.63%
-$16.2 
FNDX Schwab Fundamental U.S. Large Company ETF
-0.62%
-$110.14 
PRF Invesco RAFI US 1000 ETF
-0.62%
-$516.25 
VO Vanguard Mid-Cap Index Fund ETF Shares
-0.61%
-$242 
IWD iShares Russell 1000 Value ETF
-0.61%
-$747.3 
EMN Eastman Chemical Co.
-0.61%
-$125.2 
ALLY Ally Financial Inc.
-0.61%
-$23.28 
FASMX Fidelity Asset Manager 50% Fund
-0.6%
-$149.38 
IJH iShares Core S&P Mid-Cap ETF
-0.59%
-$444.62 
ESGV Vanguard ESG U.S. Stock ETF
-0.59%
-$4,967.16 
DURPX Dimensional U.S. High Relative Profitability Portfolio Institutional Class
-0.59%
-$10.08 
TYL Tyler Technologies Inc.
-0.58%
-$1,044.25 
BNS Bank of Nova Scotia
-0.58%
-$270.54 
SCHM Schwab U.S. Mid-Cap ETF
-0.58%
-$279.8 
MDY State Street SPDR S&P MidCap 400 ETF Trust
-0.57%
-$22.8 
NVDA NVIDIA Corporation
-0.56%
-$2,521.2 
SPMD State Street SPDR Portfolio S&P 400 Mid Cap ETF
-0.56%
-$94.32 
IEUR iShares Core MSCI Europe ETF
-0.56%
-$222.44 
GRMN Garmin Ltd.
-0.56%
-$49.8 
VOE Vanguard Morningstar Mid-Cap Value ETF
-0.56%
-$38.77 
DIS The Walt Disney Company
-0.56%
-$230.58 
ES Eversource Energy
-0.55%
-$198.75 
ACIW ACI Worldwide, Inc.
-0.55%
-$93 
SPYV State Street SPDR Portfolio S&P 500 Value ETF
-0.55%
-$576.8 
DOC Healthpeak Properties, Inc.
-0.54%
-$36.23 
PSX Phillips 66
-0.54%
-$309 
DISV Dimensional International Small Cap Value ETF
-0.54%
-$41.63 
TAK Takeda Pharmaceutical Co Ltd ADR
-0.54%
-$28.49 
MTB M&T Bank Corporation
-0.54%
-$52.8 
IVV iShares Core S&P 500 ETF
-0.54%
-$1,746.87 
IWV iShares Russell 3000 ETF
-0.54%
-$136.88 
EWJ iShares MSCI Japan ETF
-0.53%
-$34.34 
VOO Vanguard S&P 500 ETF
-0.53%
-$9,873.6 
DFAS Dimensional U.S. Small Cap ETF
-0.53%
-$2,752.68 
SCZ iShares MSCI EAFE Small-Cap ETF
-0.53%
-$132.44 
DFUV Dimensional US Marketwide Value ETF
-0.53%
-$437.7 
SPY State Street SPDR S&P 500 ETF Trust
-0.53%
-$1,692.76 
USMV iShares MSCI USA Min Vol Factor ETF
-0.53%
-$704.68 
VBR Vanguard Small-Cap Value ETF
-0.52%
-$18.97 
VV Vanguard Morningstar Large-Cap ETF
-0.52%
-$46 
IWO iShares Russell 2000 Growth ETF
-0.52%
-$468.79 
GFBLX American Funds Global Balanced Fund Class F-3
-0.52%
-$93.72 
SPTM State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
-0.52%
-$125.76 
VB Vanguard Small-Cap ETF
-0.52%
-$886.49 
VTI Vanguard Total Stock Market ETF
-0.51%
-$92,960.64 
DGSIX DFA Global Allocation 60/40 Portfolio
-0.51%
-$9,139.68 
EFA iShares MSCI EAFE ETF
-0.5%
-$570.7 
DIHP Dimensional International High Profitability ETF
-0.5%
-$35.87 
DFUS Dimensional U.S. Equity Market ETF
-0.49%
-$64,634.86 
DFAW Dimensional World Equity ETF
-0.49%
-$1,518.23 
SPYG State Street SPDR Portfolio S&P 500 Growth ETF
-0.49%
-$513.3 
ESGU iShares ESG Aware MSCI USA ETF
-0.48%
-$17.82 
SWYFX Schwab Target 2035 Index Fund Institutional Shares
-0.48%
-$350.6 
DFAI Dimensional International Core Equity Market ETF
-0.48%
-$288.4 
DFIC Dimensional International Core Equity 2 ETF
-0.48%
-$107.28 
MGC Vanguard Morningstar Mega Cap ETF
-0.48%
-$92.46 
EWC iShares MSCI Canada ETF
-0.48%
-$84.1 
UPS United Parcel Service, Inc. Class B Common Stock
-0.47%
-$133.44 
FITB Fifth Third Bancorp
-0.47%
-$16 
AVGO Broadcom Inc.
-0.47%
-$1,158.84 
SCHX Schwab U.S. Large-Cap ETF
-0.47%
-$832.02 
VUG Vanguard Morningstar Growth ETF
-0.46%
-$2,122.8 
YUMC Yum China Holdings, Inc.
-0.46%
-$70.72 
ED Consolidated Edison Inc.
-0.46%
-$34,399.12 
MPC Marathon Petroleum Corp.
-0.46%
-$259.16 
IWR iShares Russell Mid-Cap ETF
-0.46%
-$250 
IWS iShares Russell Mid-Cap Value ETF
-0.46%
-$1,249.73 
FESM Fidelity Enhanced Small Cap ETF
-0.45%
-$85.89 
TU TELUS Corporation
-0.45%
-$23.04 
WAT Waters Corporation
-0.44%
-$36.18 
WTRG Essential Utilities Inc.
-0.44%
-$24,378.52 
SPTL SPDR Portfolio Long Term Treasury ETF
-0.42%
-$61.84 
FSCTX Fidelity Advisor Small Cap Fund Class M
-0.42%
-$232.56 
GD General Dynamics Corp.
-0.42%
-$211.7 
MTCH Match Group Inc.
-0.41%
-$47.12 
TD Toronto-Dominion Bank
-0.41%
-$91.67 
PRWCX T. Rowe Price Capital Appreciation Fund
-0.41%
-$1,129.44 
SONY Sony Group Corp. Sponsored ADR
-0.4%
-$19.95 
VT Vanguard Total World Stock ETF
-0.4%
-$13,101.22 
VBK Vanguard Small-Cap Growth ETF
-0.39%
-$5.18 
CFR Cullen/Frost Bankers, Inc.
-0.39%
-$70.72 
SCHD Schwab U.S. Dividend Equity ETF
-0.39%
-$1,174.46 
SWDRX Schwab Target 2030 Fund
-0.39%
-$477.47 
SUSA iShares ESG Optimized MSCI USA ETF
-0.38%
-$202.2 
DFAT Dimensional U.S. Targeted Value ETF
-0.38%
-$371.26 
VCEB Vanguard ESG U.S. Corporate Bond ETF
-0.38%
-$14.72 
VSS Vanguard FTSE All-World ex-US Small-Cap Index Fund
-0.38%
-$25.08 
TMO Thermo Fisher Scientific Inc.
-0.38%
-$216.75 
IWF iShares Russell 1000 Growth ETF
-0.37%
-$369 
FMX Fomento Economico Mexicano S.A.B. de C.V. ADR
-0.37%
-$48.96 
IPAC iShares Core MSCI Pacific ETF
-0.37%
-$157.17 
MVTIX Transamerica Mid Cap Value Opportunities I
-0.37%
-$523.68 
KRG Kite Realty Group Trust
-0.36%
-$138.33 
HPQ HP Inc.
-0.35%
-$182.76 
SCHF Schwab International Equity ETF
-0.35%
-$50.16 
GMOI GMO International Value ETF
-0.35%
-$225.6 
DUK Duke Energy Corporation
-0.34%
-$382.7 
IWM iShares Russell 2000 ETF
-0.34%
-$8.55 
SPDW State Street SPDR Portfolio Developed World ex-US ETF
-0.34%
-$464.14 
DFGP Dimensional Global Core Plus Fixed Income ETF
-0.33%
-$313.73 
MWOFX MFS Global Growth Fund Class A
-0.33%
-$126.84 
PTY PIMCO Corporate & Income Opportunity Fund
-0.33%
-$24.32 
AMCR Amcor plc
-0.32%
-$81.75 
IJR iShares Core S&P Small-Cap ETF
-0.31%
-$165.55 
DFMC DFA U.S. Micro Cap Portfolio ETF Class Shares
-0.31%
-$3.4 
USIG iShares Broad USD Investment Grade Corporate Bond ETF
-0.3%
-$3 
VEA Vanguard FTSE Developed Markets ETF
-0.3%
-$552.93 
SCHI Schwab 5-10 Year Corporate Bond ETF
-0.3%
-$35.42 
GLW Corning Incorporated
-0.29%
-$3.96 
D Dominion Energy, Inc.
-0.28%
-$4.07 
ZBH Zimmer Biomet Holdings Inc.
-0.28%
-$26.32 
ESGD iShares ESG Aware MSCI EAFE ETF
-0.28%
-$87.58 
PRFZ Invesco RAFI US 1500 Small-Mid ETF
-0.28%
-$36 
VCIT Vanguard Intermediate-Term Corporate Bond ETF
-0.28%
-$10,935.54 
DFSB Dimensional Global Sustainability Fixed Income ETF
-0.27%
-$483.04 
LH Labcorp Holdings Inc.
-0.27%
-$24.92 
IWP iShares Russell Mid-Cap Growth ETF
-0.27%
-$145.8 
EFV iShares MSCI EAFE Value ETF
-0.27%
-$21.84 
SWYEX Schwab Target 2030 Index Fund Institutional Shares
-0.27%
-$343.6 
AOK iShares Core 30/70 Conservative Allocation ETF
-0.26%
-$48.72 
AUEIX AQR Large Cap Defensive Style Fund Class I
-0.25%
-$72.3 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-0.25%
-$375.48 
RELX RELX PLC American Depositary Receipt
-0.25%
-$19.86 
DFCF Dimensional Core Fixed Income ETF
-0.24%
-$26,965.7 
PXF Invesco RAFI Developed Markets ex-U.S. ETF
-0.24%
-$27.75 
VXUS Vanguard Total International Stock ETF
-0.24%
-$235.2 
VSMAX Vanguard Small-Cap Index Fund Admiral Shares
-0.24%
-$128.37 
VEU Vanguard FTSE All-World ex-US Index Fund ETF Shares
-0.23%
-$48,537.59 
STZ Constellation Brands Inc. Class A
-0.23%
-$11.03 
DFVEX DFA U.S. Vector Equity Portfolio Institutional Class
-0.23%
-$2,163.04 
BND Vanguard Total Bond Market ETF
-0.22%
-$6,399.2 
IBIT iShares Bitcoin Trust ETF
-0.22%
-$92.5 
VSGX Vanguard ESG International Stock ETF
-0.2%
-$597.92 
ABALX American Funds American Balanced Fund Class A
-0.2%
-$534 
AFMBX American Balanced Fund F-3
-0.2%
-$67.04 
FBTC Fidelity Wise Origin Bitcoin Fund
-0.2%
-$96.6 
TEL TE Connectivity plc
-0.2%
-$77.9 
EES WisdomTree U.S. SmallCap Fund
-0.19%
-$12.79 
XPRTX Invesco Senior Loan Fund Class IB
-0.19%
-$36.61 
IXUS iShares Core MSCI Total International Stock ETF
-0.18%
-$17 
DFSV Dimensional US Small Cap Value ETF
-0.18%
-$189.49 
AGG iShares Core U.S. Aggregate Bond ETF
-0.18%
-$7.65 
DFGX Dimensional Global ex U.S. Core Fixed Income ETF
-0.17%
-$68.22 
DFSD Dimensional Short-Duration Fixed Income ETF
-0.17%
-$12,435.92 
IEF iShares 7-10 Year Treasury Bond ETF
-0.16%
-$31.5 
IWN iShares Russell 2000 Value ETF
-0.16%
-$208.95 
CFG Citizens Financial Group Inc.
-0.15%
-$3.1 
PFPMX Parnassus Mid Cap Fund Institutional Shares
-0.15%
-$118.62 
NOC Northrop Grumman Corporation
-0.14%
-$18.29 
DFIV Dimensional International Value ETF
-0.14%
-$1,795.12 
AAPL Apple Inc.
-0.14%
-$24,952.95 
SUSB iShares ESG Aware 1-5 Year USD Corporate Bond ETF
-0.14%
-$6.3 
RWR State Street SPDR Dow Jones REIT ETF
-0.14%
-$121.95 
DHI D.R. Horton, Inc.
-0.13%
-$45.41 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
-0.12%
-$384.3 
AUIYX AB Equity Income Fund Advisor Class
-0.12%
-$11.4 
RMD ResMed Inc.
-0.12%
-$56.84 
FFRHX Fidelity Floating Rate High Income
-0.11%
-$187.72 
DRIHX Dimensional 2040 Target Date Retirement Income Fund Institutional Class
-0.11%
-$5.92 
TDIV First Trust NASDAQ Technology Dividend Index Fund
-0.11%
-$86.64 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.1%
-$3,286.56 
CWI State Street SPDR MSCI ACWI ex-US ETF
-0.1%
-$68.68 
IEI iShares 3-7 Year Treasury Bond ETF
-0.1%
-$17.59 
CME CME Group Inc. Class A Common Stock
-0.09%
-$48.33 
VGIT Vanguard Intermediate-Term Treasury ETF
-0.09%
-$155.1 
JMBS Janus Henderson Mortgage-Backed Securities ETF
-0.08%
-$17.75 
REMX VanEck Rare Earth and Strategic Metals ETF
-0.08%
-$3.28 
SHOP Shopify Inc.
-0.08%
-$80.6 
SEQUX Sequoia Fund
-0.08%
-$2.64 
BGRN iShares USD Green Bond ETF
-0.07%
-$1.36 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
-0.07%
-$138.34 
SHLD Global X Defense Tech ETF
-0.07%
-$12.48 
SWHRX Schwab Target 2025 Fund
-0.07%
-$55.06 
CAC Camden National Corporation
-0.05%
-$391.2 
BSV Vanguard Short-Term Bond ETF
-0.05%
-$3.88 
DNP DNP Select Income Fund Inc.
-0.05%
-$10.93 
ERTH Invesco MSCI Sustainable Future ETF
-0.04%
-$2.21 
MCHI iShares MSCI China ETF
-0.04%
-$1.92 
JPST JPMorgan Ultra-Short Income ETF
-0.04%
-$6.72 
VGSH Vanguard Short-Term Treasury ETF
-0.04%
-$145.62 
QQQM Invesco NASDAQ 100 ETF
-0.03%
-$12 
SCHY Schwab International Dividend Equity ETF
-0.03%
-$4.46 
VWO Vanguard FTSE Emerging Markets ETF
-0.03%
-$36.72 
WELL Welltower Inc.
-0.03%
-$6.9 
DFIP Dimensional Inflation-Protected Securities ETF
-0.03%
-$190.23 
LRCX Lam Research Corp.
-0.02%
-$84.15 
VUSB Vanguard Ultra-Short Bond ETF
-0.02%
-$53.39 
QQQ Invesco QQQ Trust, Series 1
-0.02%
-$43.2 Events
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Dividends
Dividend Analysis
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No Data
| Trades 6642 | Longs Won 4678/6642 70% | Profit Factor 7.32 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $224,635.15 |
| Average Win $32,174.59 | Best Trade (Oct 23) $8.4M | Sharpe Ratio -10.46 |
| Average Loss -$10,465.26 | Worst Trade (Oct 16) -$2.4M | Z-Score 27.96 (100%) |
| Commissions $0 | Avg. Trade Length 1y 11m 2w 6d | Expectancy $19,566.24 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 45,455 | 40,909 | 36,364 | 31,818 | 27,273 | 22,727 | 18,182 | 13,636 | 9,091 | 4,545 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| 0014 00143W701 | 153 | $4.51 | $5 | - | $0.49 | 10.86% | 0.0 |
| 0090 00900W647 | 1,469 | $40.93 | $37 | - | -$3.93 | -9.6% | 0.0 |
| 0926 09260B374 | 5,084 | $49.21 | $49 | - | -$0.21 | -0.43% | 0.0 |
| 0926 09260B382 | 7,973 | $77 | $77 | - | - | - | 0.0 |
| 0926 09262J102 | 165 | $2 | $2 | - | - | - | 0.0 |
| 1976 19767X589 | 117 | $3.23 | $4 | - | $0.77 | 23.84% | 0.0 |
| 2523 25239Y444 | 158 | $4 | $4 | - | - | - | 0.0 |
| 2523 25239Y485 | 287 | $4 | $4 | - | - | - | 0.0 |
| 2523 25239Y493 | 1,226 | $15 | $15 | - | - | - | 0.0 |
| 8085 808515472 | 2.88M | $2,880.6 | $2,879.99 | - | -$0.61 | -0.02% | 0.0 |
| 8085 808515548 | 23.51M | $23,512.5 | $23,512.5 | - | - | - | 0.0 |
| 8085 808515613 | 411,137 | $410.89 | $411.01 | - | $0.12 | 0.03% | 0.0 |
| 8085 808516603 | 72,307 | $86.33 | $89 | - | $2.67 | 3.09% | 0.0 |
| 8085 808516843 | 2,758 | $58 | $58 | - | - | - | 0.0 |
| AAPL Apple Inc. | 50,410 | $7.41M | $17.53M | - | $10.12M | 136.68% | -0.142% |
| ABALX American Funds American Balanced Fund Class A | 6,675 | $235,924.72 | $268,869 | - | $32,944.28 | 13.96% | -0.198% |
| ABBV AbbVie Inc. | 522 | $81,093.62 | $149,106.69 | - | $68,013.07 | 83.87% | +0.16% |
| ABT Abbott Laboratories | 2,551 | $280,019.3 | $264,487.68 | - | -$15,531.62 | -5.55% | +1.141% |
| ACAZX Alger Capital Appreciation Fund Class Z | 691 | $27,494.89 | $34,550 | - | $7,055.11 | 25.66% | 0.0 |
| ACCO Acco Brands Corporation | 435 | $2,632.05 | $1,994.47 | - | -$637.58 | -24.22% | -2.03% |
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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 - $2.97M, Walmart Inc - $2.38M, DuPont de Nemours, Inc - $2.09M, and Altria Group, Inc - $1.73M. 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: VF Corporation - $1.86M, Flowers Foods, Inc - $1.74M, 3M Company - $871,932.81, Nike, Inc. Class B Common Stock - $204,475.87, and Pfizer Inc - $94,938.86. 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 $35.84M earned over time. The largest contributors to dividend income include DFA Global Equity Portfolio Institutional Class - $1.81M, Altria Group, Inc - $1.49M, Vanguard Dividend Appreciation ETF - $1.23M, Vanguard FTSE All-World ex-US Index Fund ETF Shares - $1.17M, and Philip Morris International Inc - $962,249.07. 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.
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