| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Colton Groome Financial Advisors LLC Colton Groome Financial Advisors LLC | 13,815 | $628,446.7 | $796,434.75 | $167,988.05 | 26.73% |
Loraine Ell Better Money Decisions LLC | 88,618 | $2.88M | $5.11M | $2.23M | 77.43% |
Jeff Ameen Spire Wealth Management | 365 | $12,099.78 | $20,958.3 | $8,858.52 | 73.21% |
| JT Jarrett Topel Topel & Distasi Wealth Management LLC | 5,236 | $141,248.78 | $301,227.08 | $159,978.3 | 113.26% |
Jodi Greenlund Financial Council LLC | 28,388 | $1.05M | $1.63M | $579,035.4 | 54.93% |
| BATS Exchange | US Country |
The fund operates within the framework of ethical investing by aligning its investment strategies with sustainability criteria, specifically targeting the U.S. large-cap equity market. Its investment strategy is focused on tracking the S&P 500 Sustainability Screened Index, which is designed to exclude companies engaged in activities deemed controversial or involved in significant controversies, as outlined by S&P Dow Jones Indices LLC. By employing a representative sampling indexing strategy, BFA manages the fund with the aim to mirror the investment results of the index, while taking a non-diversified approach to its investment portfolio.
Given the outlined company description, the fund offers the following primary product: