What’s new
| Title | Updated | ||
|---|---|---|---|
| Investment Policy Statement Printable | November 10, 2026 | 2 | View |
| Investment Policy Statement Fillable | November 10, 2026 | 2 | View |
| Value Direct Index Model Portfolio | November 10, 2026 | 2 | ViewValue Direct Index Model PortfolioCategoriesDirect Indexing Fact Sheet Asset ClassesEquities View Full Screen Updated: November 10, 2026 |
| Nasdaq Direct Index Model Portfolio | November 10, 2026 | 2 | ViewNasdaq Direct Index Model PortfolioCategoriesDirect Indexing Fact Sheet Asset ClassesEquities View Full Screen Updated: November 10, 2026 |
| S&P 500 Direct Index Model Portfolio | November 10, 2026 | 2 | ViewS&P 500 Direct Index Model PortfolioCategoriesDirect Indexing Fact Sheet Asset ClassesEquities View Full Screen Updated: November 10, 2026 |
| ESG Direct Index Model Portfolio | November 10, 2026 | 2 | ViewESG Direct Index Model PortfolioCategoriesDirect Indexing Fact Sheet Asset ClassesEquities View Full Screen Updated: November 10, 2026 |
| Growth Direct Index Model Portfolio | November 10, 2026 | 2 | ViewGrowth Direct Index Model PortfolioCategoriesDirect Indexing Fact Sheet Asset ClassesEquities View Full Screen Updated: November 10, 2026 |
Resource Library
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| Image | Title | Summary | Categories | Topics | hf:tax:type | hf:tax:topic | ||
|---|---|---|---|---|---|---|---|---|
| Investment Policy Statement Printable | Printable document used to evaluate clients' financial needs, risk tolerance, investment time horizon and outside investments. | APS | 2 | ViewInvestment Policy Statement PrintablePrintable document used to evaluate clients' financial needs, risk tolerance, investment time horizon and outside investments. TopicsAPS View Full Screen Updated: November 10, 2026 | aps | |||
| Investment Policy Statement Fillable | Fillable document used to evaluate clients' financial needs, risk tolerance, investment time horizon and outside investments. | APS | 2 | ViewInvestment Policy Statement FillableFillable document used to evaluate clients' financial needs, risk tolerance, investment time horizon and outside investments. TopicsAPS View Full Screen Updated: November 10, 2026 | aps | |||
| Approved List – Benchmarks | Document listing asset classes and their respective benchmarks. Includes historical benchmark performance data. | Benchmark List | Benchmarks, Equities, Fixed Income | 2 | ViewApproved List – BenchmarksDocument listing asset classes and their respective benchmarks. Includes historical benchmark performance data. CategoriesBenchmark List TopicsBenchmarks, Equities, Fixed Income View Full Screen Updated: November 10, 2026 | benchmark-list | benchmarks equities fixed-income | |
| Approved List – Equity | List of all equities approved by MainStreet's Investment Committee. Includes metrics such as Ticker, CUSIP, market capitalization and other related information. | Approved List | Approved List, CUSIP, Equities, Ticker | 2 | ViewApproved List – EquityList of all equities approved by MainStreet's Investment Committee. Includes metrics such as Ticker, CUSIP, market capitalization and other related information. CategoriesApproved List TopicsApproved List, CUSIP, Equities, Ticker View Full Screen Updated: November 10, 2026 | approved-list | approved-list cusip equities ticker | |
| Tactical Asset Allocation | Document showing model portfolios with near-term to intermediate-term asset allocation targets based on current market conditions. | Equity SAM Strategy | Asset Allocation, Equity SAM Strategies, Investment Objectives | 2 | ViewTactical Asset AllocationDocument showing model portfolios with near-term to intermediate-term asset allocation targets based on current market conditions. CategoriesEquity SAM Strategy TopicsAsset Allocation, Equity SAM Strategies, Investment Objectives View Full Screen Updated: November 10, 2026 | equity-sam-strategy | asset-allocation equity-sam-strategies investment-objectives | |
| Large Cap Blend + Funds | Strategy that is comprised of our Fund Allocation Portfolio (FAP) Mutual Funds substituting the Large Blend stock model for the allocation to large cap funds. | Equity SAM Strategy | Equities, Exchange Traded Funds, Fixed Income, Mutual Funds | 2 | ViewLarge Cap Blend + FundsStrategy that is comprised of our Fund Allocation Portfolio (FAP) Mutual Funds substituting the Large Blend stock model for the allocation to large cap funds. CategoriesEquity SAM Strategy TopicsEquities, Exchange Traded Funds, Fixed Income, Mutual Funds View Full Screen Updated: November 10, 2026 | equity-sam-strategy | equities exchange-traded-funds fixed-income mutual-funds | |
| Fund Allocation Portfolio (FAP) – Sustainable Leaders | Document showing fund asset allocation model portfolios. These portfolios are designed to meet a broad range of investment objectives. | Equity SAM Strategy | Equity SAM Strategies, Exchange Traded Funds, Mutual Funds, Performance | 2 | ViewFund Allocation Portfolio (FAP) – Sustainable LeadersDocument showing fund asset allocation model portfolios. These portfolios are designed to meet a broad range of investment objectives. CategoriesEquity SAM Strategy TopicsEquity SAM Strategies, Exchange Traded Funds, Mutual Funds, Performance View Full Screen Updated: November 10, 2026 | equity-sam-strategy | equity-sam-strategies exchange-traded-funds mutual-funds performance | |
| Fund Allocation Portfolio (FAP) – Exchange Traded Funds | Document showing exchange-traded fund asset allocation model portfolios. These portfolios are designed to meet a broad range of investment objectives. | Equity SAM Strategy | Equity SAM Strategies, Exchange Traded Funds, Mutual Funds, Performance | 2 | ViewFund Allocation Portfolio (FAP) – Exchange Traded FundsDocument showing exchange-traded fund asset allocation model portfolios. These portfolios are designed to meet a broad range of investment objectives. CategoriesEquity SAM Strategy TopicsEquity SAM Strategies, Exchange Traded Funds, Mutual Funds, Performance View Full Screen Updated: November 10, 2026 | equity-sam-strategy | equity-sam-strategies exchange-traded-funds mutual-funds performance | |
| Fund Allocation Portfolio (FAP) – Mutual Funds | Document showing mutual fund asset allocation model portfolios. These portfolios are designed to meet a broad range of investment objectives. | Equity SAM Strategy | Equity SAM Strategies, Exchange Traded Funds, Mutual Funds, Performance | 2 | ViewFund Allocation Portfolio (FAP) – Mutual FundsDocument showing mutual fund asset allocation model portfolios. These portfolios are designed to meet a broad range of investment objectives. CategoriesEquity SAM Strategy TopicsEquity SAM Strategies, Exchange Traded Funds, Mutual Funds, Performance View Full Screen Updated: November 10, 2026 | equity-sam-strategy | equity-sam-strategies exchange-traded-funds mutual-funds performance | |
| Research Wire 11.5.26 | Update to the MainStreet Advisors Approved List of Stocks | Research Wire | FAP-Mutual Fund, Manager Select, All-Cap, Alternatives, Dividend Income, Exchange Traded Funds, Funds, Mutual Funds, Sustainable Leaders | 2 | ViewResearch Wire 11.5.26Update to the MainStreet Advisors Approved List of Stocks CategoriesResearch Wire TopicsFAP-Mutual Fund, Manager Select, All-Cap, Alternatives, Dividend Income, Exchange Traded Funds, Funds, Mutual Funds, Sustainable Leaders PortfoliosDividend Income, Large Blend, Sustainable Leaders, All-Cap View Full Screen Updated: November 5, 2026 | research-wire | fap-mutual-fund manager-select all-cap alternatives dividend-income exchange-traded-funds funds mutual-funds sustainable-leaders | |
| Portfolio Manager Commentary – Large Growth Portfolio 3Q26 | Quarterly publication that provides insight into performance of our SAM Large Growth Model strategy highlighting portfolio construction as well as contributors and detractors to overall performance. | SAM Commentary | Equities, Performance | 2 | ViewPortfolio Manager Commentary – Large Growth Portfolio 3Q26Quarterly publication that provides insight into performance of our SAM Large Growth Model strategy highlighting portfolio construction as well as contributors and detractors to overall performance. CategoriesSAM Commentary TopicsEquities, Performance View Full Screen Updated: October 14, 2026 | sam-commentary | equities performance | |
| SAM Large Growth Model Portfolio | Approved List, CUSIP, Ticker | 2 | ViewSAM Large Growth Model PortfolioTopicsApproved List, CUSIP, Ticker View Full Screen Updated: October 7, 2026 | approved-list cusip ticker | ||||
| SAM Sustainable Leaders Model Portfolio | Approved List, CUSIP, Ticker | 2 | ViewSAM Sustainable Leaders Model PortfolioTopicsApproved List, CUSIP, Ticker View Full Screen Updated: October 7, 2026 | approved-list cusip ticker | ||||
| SAM Mid Cap Model Portfolio | Approved List, CUSIP, Ticker | 2 | ViewSAM Mid Cap Model PortfolioTopicsApproved List, CUSIP, Ticker View Full Screen Updated: October 7, 2026 | approved-list cusip ticker | ||||
| SAM Large Cap Blend Portfolio | Approved List, CUSIP, Ticker | 2 | ViewSAM Large Cap Blend PortfolioTopicsApproved List, CUSIP, Ticker View Full Screen Updated: October 7, 2026 | approved-list cusip ticker | ||||
| SAM Dividend Income Portfolio | Approved List, CUSIP, Ticker | 2 | ViewSAM Dividend Income PortfolioTopicsApproved List, CUSIP, Ticker View Full Screen Updated: October 7, 2026 | approved-list cusip ticker | ||||
| SAM All Cap Model Portfolio | Approved List, CUSIP, Ticker | 2 | ViewSAM All Cap Model PortfolioTopicsApproved List, CUSIP, Ticker View Full Screen Updated: October 7, 2026 | approved-list cusip ticker | ||||
| Operation Sheets | Summary of metrics for each fund on our Approved List. Includes Ticker, CUSIP, expense ratio and other related information. | Operations Sheet | Approved List, CUSIP, Ticker | 2 | ViewOperation SheetsSummary of metrics for each fund on our Approved List. Includes Ticker, CUSIP, expense ratio and other related information. CategoriesOperations Sheet TopicsApproved List, CUSIP, Ticker View Full Screen Updated: October 7, 2026 | operations-sheet | approved-list cusip ticker | |
| Economic and Market Update Slides 0526 | Quarterly economic and market update slide deck; corresponds with our quarterly call which provides an overview of recent portfolio changes, market activity and outlook. | Webinars | Economy, Equities, Fixed Income, Outlook, Performance | 2 | ViewEconomic and Market Update Slides 0526Quarterly economic and market update slide deck; corresponds with our quarterly call which provides an overview of recent portfolio changes, market activity and outlook. CategoriesWebinars TopicsEconomy, Equities, Fixed Income, Outlook, Performance View Full Screen Updated: May 12, 2026 | webinars | economy equities fixed-income outlook performance | |
| Economic and Market Update Call_0526 | Quarterly economic and market update call; corresponds with our quarterly slide deck which provides an overview of recent portfolio changes, market activity and outlook. | 2 | ViewEconomic and Market Update Call_0526Quarterly economic and market update call; corresponds with our quarterly slide deck which provides an overview of recent portfolio changes, market activity and outlook. View Full Screen Updated: May 20, 2026 | |||||
| Client Connect Demo Video (Discretionary) | 2 | View | ||||||
| Client Connect Demo Video (Non-Discretionary) | 2 | View | ||||||
| Gov-Credit Strategies | Active strategy that seeks to outperform its benchmark by dynamically allocating across government and credit sectors, emphasizing risk management and relative value opportunities. | Fixed Income | Fixed Income | 2 | ViewGov-Credit StrategiesActive strategy that seeks to outperform its benchmark by dynamically allocating across government and credit sectors, emphasizing risk management and relative value opportunities. CategoriesFixed Income TopicsFixed Income View Full Screen Updated: May 13, 2026 | fixed-income | fixed-income | |
| Muni Strategies | Active strategy that seeks to outperform its benchmark through disciplined municipal bond selection and sector positioning, with a focus on tax-efficient income and risk control. | Fixed Income | Fixed Income | 2 | ViewMuni StrategiesActive strategy that seeks to outperform its benchmark through disciplined municipal bond selection and sector positioning, with a focus on tax-efficient income and risk control. CategoriesFixed Income TopicsFixed Income View Full Screen Updated: May 13, 2026 | fixed-income | fixed-income | |
| Automated Portfolio Solutions (APS) Portfolios | Document showing mutual fund asset allocation model portfolios; these portfolios are designed to meet a broad range of investment objectives. | Equity SAM Strategy | Equity SAM Strategies, Exchange Traded Funds, Mutual Funds, Performance | 2 | ViewAutomated Portfolio Solutions (APS) PortfoliosDocument showing mutual fund asset allocation model portfolios; these portfolios are designed to meet a broad range of investment objectives. CategoriesEquity SAM Strategy TopicsEquity SAM Strategies, Exchange Traded Funds, Mutual Funds, Performance View Full Screen Updated: November 10, 2026 | equity-sam-strategy | equity-sam-strategies exchange-traded-funds mutual-funds performance | |
| Speaker Opportunity Topics | Brochures, Publications | Brochure | 2 | ViewSpeaker Opportunity TopicsCategoriesBrochures, Publications TopicsBrochure View Full Screen Updated: January 22, 2026 | brochures publications | brochure | ||
| Investment Process Brochure | Brochures | Investment Process | 2 | ViewInvestment Process BrochureCategoriesBrochures TopicsInvestment Process View Full Screen Updated: January 21, 2026 | brochures | investment-process | ||
| Alternative Investments Brochure | Brochures | Alternatives | 2 | ViewAlternative Investments BrochureCategoriesBrochures TopicsAlternatives View Full Screen Updated: December 22, 2025 | brochures | alternatives | ||
| Company Overview | Reference Sheets, Publications | 2 | ViewCompany OverviewCategoriesReference Sheets, Publications View Full Screen Updated: December 21, 2025 | reference-sheets publications | ||||
| Approved List – Alternatives | List of our approved alternatives. Includes key information such as CUSIP, Ticker and historical performance data. | Approved List | Alternatives | 2 | ViewApproved List – AlternativesList of our approved alternatives. Includes key information such as CUSIP, Ticker and historical performance data. CategoriesApproved List TopicsAlternatives View Full Screen Updated: November 10, 2026 | approved-list | alternatives | |
| Value Direct Index Model Portfolio | Direct Indexing Fact Sheet | 2 | ViewValue Direct Index Model PortfolioCategoriesDirect Indexing Fact Sheet Asset ClassesEquities View Full Screen Updated: November 10, 2026 | direct-indexing-fact-sheet | ||||
| S&P 500 Direct Index Model Portfolio | Direct Indexing Fact Sheet | 2 | ViewS&P 500 Direct Index Model PortfolioCategoriesDirect Indexing Fact Sheet Asset ClassesEquities View Full Screen Updated: November 10, 2026 | direct-indexing-fact-sheet | ||||
| Nasdaq Direct Index Model Portfolio | Direct Indexing Fact Sheet | 2 | ViewNasdaq Direct Index Model PortfolioCategoriesDirect Indexing Fact Sheet Asset ClassesEquities View Full Screen Updated: November 10, 2026 | direct-indexing-fact-sheet | ||||
| Growth Direct Index Model Portfolio | Direct Indexing Fact Sheet | 2 | ViewGrowth Direct Index Model PortfolioCategoriesDirect Indexing Fact Sheet Asset ClassesEquities View Full Screen Updated: November 10, 2026 | direct-indexing-fact-sheet | ||||
| ESG Direct Index Model Portfolio | Direct Indexing Fact Sheet | 2 | ViewESG Direct Index Model PortfolioCategoriesDirect Indexing Fact Sheet Asset ClassesEquities View Full Screen Updated: November 10, 2026 | direct-indexing-fact-sheet | ||||
| Dividend Income Direct Index Model Portfolio | Direct Indexing Fact Sheet | 2 | ViewDividend Income Direct Index Model PortfolioCategoriesDirect Indexing Fact Sheet Asset ClassesEquities View Full Screen Updated: November 10, 2026 | direct-indexing-fact-sheet | ||||
| Biotechnology Direct Index Model Portfolio | Direct Indexing Fact Sheet | 2 | ViewBiotechnology Direct Index Model PortfolioCategoriesDirect Indexing Fact Sheet Asset ClassesEquities View Full Screen Updated: November 10, 2026 | direct-indexing-fact-sheet | ||||
| AI & Robotics Direct Index Model Portfolio | Direct Indexing Fact Sheet | 2 | ViewAI & Robotics Direct Index Model PortfolioCategoriesDirect Indexing Fact Sheet Asset ClassesEquities View Full Screen Updated: November 10, 2026 | direct-indexing-fact-sheet | ||||
| Tax and Planning Guide – Tax-Year 2026 | Our Tax Year 2026 Planning Guide provides a summary to help with tax planning. | Publications | Tax/Planning | 2 | ViewTax and Planning Guide – Tax-Year 2026Our Tax Year 2026 Planning Guide provides a summary to help with tax planning. CategoriesPublications TopicsTax/Planning View Full Screen Updated: December 4, 2025 | publications | tax-planning | |
| Capital Gain Estimates 2025 | Document which provides a preliminary list of capital gains information for all of the funds on our Approved List of Funds. | Capital Gains | Capital Gains, Exchange Traded Funds, Mutual Fund | 2 | ViewCapital Gain Estimates 2025Document which provides a preliminary list of capital gains information for all of the funds on our Approved List of Funds. CategoriesCapital Gains TopicsCapital Gains, Exchange Traded Funds, Mutual Fund View Full Screen Updated: December 3, 2025 | capital-gains | capital-gains exchange-traded-funds mutual-fund | |
| Manager Select Brochure | Brochures | Manager Select | 2 | ViewManager Select BrochureCategoriesBrochures TopicsManager Select View Full Screen Updated: September 29, 2025 | brochures | manager-select | ||
| Alternative Investment Solutions Reference Sheet | Reference Sheets | Alternatives | 2 | ViewAlternative Investment Solutions Reference SheetCategoriesReference Sheets TopicsAlternatives View Full Screen Updated: September 16, 2025 | reference-sheets | alternatives | ||
| Market Review September 2026 | Monthly publication which includes highlights in the economy, equity and fixed income asset classes. | Publications | Economy, Equities, Fixed Income | 2 | ViewMarket Review September 2026Monthly publication which includes highlights in the economy, equity and fixed income asset classes. CategoriesPublications TopicsEconomy, Equities, Fixed Income View Full Screen Updated: October 12, 2026 | publications | economy equities fixed-income | |
| Portfolio Manager Commentary – Dividend Income Portfolio 3Q26 | Quarterly publication that provides insight into performance of our SAM Dividend Income Model strategy highlighting portfolio construction as well as contributors and detractors to overall performance. | SAM Commentary | Dividend Income, Equities, Performance | 2 | ViewPortfolio Manager Commentary – Dividend Income Portfolio 3Q26Quarterly publication that provides insight into performance of our SAM Dividend Income Model strategy highlighting portfolio construction as well as contributors and detractors to overall performance. CategoriesSAM Commentary TopicsDividend Income, Equities, Performance View Full Screen Updated: October 14, 2026 | sam-commentary | dividend-income equities performance | |
| Portfolio Manager Commentary – Large Cap Blend Portfolio 3Q26 | Quarterly publication that provides insight into performance of our SAM Large Blend Model strategy highlighting portfolio construction as well as contributors and detractors to overall performance. | SAM Commentary | Equities, Large Blend, Performance | 2 | ViewPortfolio Manager Commentary – Large Cap Blend Portfolio 3Q26Quarterly publication that provides insight into performance of our SAM Large Blend Model strategy highlighting portfolio construction as well as contributors and detractors to overall performance. CategoriesSAM Commentary TopicsEquities, Large Blend, Performance View Full Screen Updated: October 14, 2026 | sam-commentary | equities large-blend performance | |
| Portfolio Manager Commentary – Sustainable Leaders Portfolio 3Q26 | Quarterly publication that provides insight into performance of our SAM Sustainable Leader Model strategy highlighting portfolio construction as well as contributors and detractors to overall performance. | SAM Commentary | Equities, Performance, Sustainable Leaders | 2 | ViewPortfolio Manager Commentary – Sustainable Leaders Portfolio 3Q26Quarterly publication that provides insight into performance of our SAM Sustainable Leader Model strategy highlighting portfolio construction as well as contributors and detractors to overall performance. CategoriesSAM Commentary TopicsEquities, Performance, Sustainable Leaders View Full Screen Updated: October 14, 2026 | sam-commentary | equities performance sustainable-leaders | |
| Portfolio Manager Commentary – All Cap Portfolio 3Q26 | Quarterly publication that provides insight into performance of our SAM All Cap Model strategy highlighting portfolio construction as well as contributors and detractors to overall performance. | SAM Commentary | All-Cap, Equities, Performance | 2 | ViewPortfolio Manager Commentary – All Cap Portfolio 3Q26Quarterly publication that provides insight into performance of our SAM All Cap Model strategy highlighting portfolio construction as well as contributors and detractors to overall performance. CategoriesSAM Commentary TopicsAll-Cap, Equities, Performance View Full Screen Updated: October 14, 2026 | sam-commentary | all-cap equities performance | |
| Direct Indexing Reference Sheet | Reference Sheets | Direct Indexing | 2 | ViewDirect Indexing Reference SheetCategoriesReference Sheets TopicsDirect Indexing View Full Screen Updated: June 1, 2025 | reference-sheets | direct-indexing | ||
| FAP Reference Sheet | Reference Sheets | FAP-Mutual Fund | 2 | ViewFAP Reference SheetCategoriesReference Sheets TopicsFAP-Mutual Fund View Full Screen Updated: June 1, 2025 | reference-sheets | fap-mutual-fund | ||
| Manager Select Reference Sheet | Reference Sheets | Manager Select | 2 | ViewManager Select Reference SheetCategoriesReference Sheets TopicsManager Select View Full Screen Updated: June 1, 2025 | reference-sheets | manager-select | ||
| SAM Reference Sheet | Reference Sheets | 2 | View | reference-sheets | ||||
| Market Commentary 4.4.25 | Market Commentary | Outlook | 2 | ViewMarket Commentary 4.4.25CategoriesMarket Commentary TopicsOutlook View Full Screen Updated: April 4, 2025 | market-commentary | outlook | ||
| Direct Indexing Brochure | Brochures | Direct Indexing | 2 | ViewDirect Indexing BrochureCategoriesBrochures TopicsDirect Indexing View Full Screen Updated: February 20, 2025 | brochures | direct-indexing | ||
| Weightings Matrix | Summary of APS fund model weightings for each of MainStreet's five investment objectives. | Weightings Matrix | Investment Objectives, Weightings | 2 | ViewWeightings MatrixSummary of APS fund model weightings for each of MainStreet's five investment objectives. CategoriesWeightings Matrix TopicsInvestment Objectives, Weightings View Full Screen Updated: November 10, 2026 | weightings-matrix | investment-objectives weightings | |
| Fiduciary Services | Brochure outlining our team, process, marketing services and investment solutions. | Brochures | Brochure, Investment Solutions | 2 | ViewFiduciary ServicesBrochure outlining our team, process, marketing services and investment solutions. CategoriesBrochures TopicsBrochure, Investment Solutions View Full Screen Updated: January 9, 2024 | brochures | brochure investment-solutions | |
| Investment Objective & Risk Tolerance Questionnaire Printable | Printable document used to determine clients' investment objectives and risk tolerance. | Publications | 2 | ViewInvestment Objective & Risk Tolerance Questionnaire PrintablePrintable document used to determine clients' investment objectives and risk tolerance. CategoriesPublications View Full Screen Updated: November 21, 2023 | publications | |||
| Investment Objective & Risk Tolerance Questionnaire Fillable | Fillable document used to determine clients' investment objectives and risk tolerance. | Publications | 2 | ViewInvestment Objective & Risk Tolerance Questionnaire FillableFillable document used to determine clients' investment objectives and risk tolerance. CategoriesPublications View Full Screen Updated: November 21, 2023 | publications | |||
| Approved List – Sustainable Leaders | List of approved mutual funds and exchange-traded funds for our Sustainable Leaders strategy. Includes key information such as CUSIP, Ticker and historical performance data. | Approved List | Approved List, CUSIP, Sustainable Leaders, Ticker | 2 | ViewApproved List – Sustainable LeadersList of approved mutual funds and exchange-traded funds for our Sustainable Leaders strategy. Includes key information such as CUSIP, Ticker and historical performance data. CategoriesApproved List TopicsApproved List, CUSIP, Sustainable Leaders, Ticker View Full Screen Updated: November 10, 2026 | approved-list | approved-list cusip sustainable-leaders ticker | |
| Approved List – Funds | List of our approved mutual funds and exchange-traded funds. Includes key information such as CUSIP, Ticker and historical performance data. | Approved List | Approved List, Exchange Traded Funds, Mutual Funds, Performance | 2 | ViewApproved List – FundsList of our approved mutual funds and exchange-traded funds. Includes key information such as CUSIP, Ticker and historical performance data. CategoriesApproved List TopicsApproved List, Exchange Traded Funds, Mutual Funds, Performance View Full Screen Updated: November 10, 2026 | approved-list | approved-list exchange-traded-funds mutual-funds performance | |
| Customer Identification Program Policy | Document required by federal law describing how financial institutions must obtain, verify and record information that identifies each person who opens an account. | Compliance | Compliance | 2 | ViewCustomer Identification Program PolicyDocument required by federal law describing how financial institutions must obtain, verify and record information that identifies each person who opens an account. CategoriesCompliance TopicsCompliance View Full Screen Updated: December 9, 2021 | compliance | compliance | |
| Business Continuity | Document describing our plan to protect our clients and employees in the event of an emergency or significant business disruption. | Compliance | Compliance | 2 | ViewBusiness ContinuityDocument describing our plan to protect our clients and employees in the event of an emergency or significant business disruption. CategoriesCompliance TopicsCompliance View Full Screen Updated: December 9, 2021 | compliance | compliance |
| Image | Security Name | Ticker | Asset Class | Fund Type | hf:tax:asset_class | hf:tax:fund_type | ||
|---|---|---|---|---|---|---|---|---|
| Fidelity Advisor International Growth I | Equities | Mutual Fund | 2 | ViewFidelity Advisor International Growth ICategoriesFund Sheet Asset ClassesEquities Fund TypesMutual Fund View Full Screen Updated: November 10, 2026 | equities | mutual-fund | ||
| Putnam Focused Large Cap Value ETF | Equities | Exchange Traded Funds | 2 | ViewPutnam Focused Large Cap Value ETFCategoriesFund Sheet Asset ClassesEquities Fund TypesExchange Traded Funds View Full Screen Updated: November 10, 2026 | equities | exchange-traded-funds | ||
| Fidelity Advisor International Growth Z | Equities | Mutual Fund | 2 | ViewFidelity Advisor International Growth ZCategoriesFund Sheet Asset ClassesEquities Fund TypesMutual Fund View Full Screen Updated: November 10, 2026 | equities | mutual-fund | ||
| Putnam Focused Large Cap Growth ETF | Equities | Exchange Traded Funds | 2 | ViewPutnam Focused Large Cap Growth ETFCategoriesFund Sheet Asset ClassesEquities Fund TypesExchange Traded Funds View Full Screen Updated: November 10, 2026 | equities | exchange-traded-funds | ||
| DISRX | DISRX | Equities | Mutual Fund | 2 | ViewDISRXCategoriesFund Sheet Asset ClassesEquities Fund TypesMutual Fund View Full Screen Updated: October 7, 2026 | equities | mutual-fund | |
| DVLIX | DVLIX | Equities | Mutual Fund | 2 | ViewDVLIXCategoriesFund Sheet Asset ClassesEquities Fund TypesMutual Fund View Full Screen Updated: October 7, 2026 | equities | mutual-fund | |
| AMG Pantheon Fund Class 1 | XPEBX | Alternatives | Mutual Fund | 2 | ViewAMG Pantheon Fund Class 1CategoriesFund Sheet Asset ClassesAlternatives Fund TypesMutual Fund View Full Screen Updated: November 10, 2026 | alternatives | mutual-fund | |
| First Trust Private Assets | FTPAX | Alternatives | Mutual Fund | 2 | ViewFirst Trust Private AssetsCategoriesFund Sheet Asset ClassesAlternatives Fund TypesMutual Fund View Full Screen Updated: November 10, 2026 | alternatives | mutual-fund | |
| BlackRock Systematic Multi-Strategy | BIMBX | Alternatives | Mutual Fund | 2 | ViewBlackRock Systematic Multi-StrategyCategoriesFund Sheet Asset ClassesAlternatives Fund TypesMutual Fund View Full Screen Updated: November 10, 2026 | alternatives | mutual-fund | |
| BlackRock Global Equity Market Neutral | Alternatives | Mutual Fund | 2 | ViewBlackRock Global Equity Market NeutralCategoriesFund Sheet Asset ClassesAlternatives Fund TypesMutual Fund View Full Screen Updated: November 10, 2026 | alternatives | mutual-fund | ||
| Abbey Capital Futures Strategy | ABYIX | Alternatives | Mutual Fund | 2 | ViewAbbey Capital Futures StrategyCategoriesFund Sheet Asset ClassesAlternatives Fund TypesMutual Fund View Full Screen Updated: November 10, 2026 | alternatives | mutual-fund | |
| Diamond Hill Long-Short | DHLSX | Alternatives | Mutual Fund | 2 | ViewDiamond Hill Long-ShortCategoriesFund Sheet Asset ClassesAlternatives Fund TypesMutual Fund View Full Screen Updated: November 10, 2026 | alternatives | mutual-fund | |
| Arbitrage | ARBNX | Alternatives | Mutual Fund | 2 | ViewArbitrageCategoriesFund Sheet Asset ClassesAlternatives Fund TypesMutual Fund View Full Screen Updated: November 10, 2026 | alternatives | mutual-fund | |
| State Street SPDR S&P 500 Value ETF | SPYV | Equities | Exchange Traded Funds | 2 | ViewState Street SPDR S&P 500 Value ETFCategoriesFund Sheet Asset ClassesEquities Fund TypesExchange Traded Funds View Full Screen Updated: November 10, 2026 | equities | exchange-traded-funds | |
| State Street SPDR S&P 500 Growth ETF | SPYG | Equities | Exchange Traded Funds | 2 | ViewState Street SPDR S&P 500 Growth ETFCategoriesFund Sheet Asset ClassesEquities Fund TypesExchange Traded Funds View Full Screen Updated: November 10, 2026 | equities | exchange-traded-funds | |
| iShares Select Dividend ETF | DVY | Equities | Exchange Traded Funds | 2 | ViewiShares Select Dividend ETFCategoriesFund Sheet Asset ClassesEquities Fund TypesExchange Traded Funds View Full Screen Updated: November 10, 2026 | equities | exchange-traded-funds | |
| WisdomTree International equities ETF | DWM | Equities | Exchange Traded Funds | 2 | ViewWisdomTree International equities ETFCategoriesFund Sheet Asset ClassesEquities Fund TypesExchange Traded Funds View Full Screen Updated: November 10, 2026 | equities | exchange-traded-funds | |
| Baird Ultra Short Bond Institutional | BUBIX | Fixed Income | Mutual Fund | 2 | ViewBaird Ultra Short Bond InstitutionalCategoriesFund Sheet Asset ClassesFixed Income Fund TypesMutual Fund View Full Screen Updated: November 10, 2026 | fixed-income | mutual-fund | |
| iShares ESG Select Scrn S&P Small-CapETF | XJR | Equities | Exchange Traded Funds | 2 | ViewiShares ESG Select Scrn S&P Small-CapETFCategoriesFund Sheet Asset ClassesEquities Fund TypesExchange Traded Funds View Full Screen Updated: November 10, 2026 | equities | exchange-traded-funds | |
| iShares MSCI ACWI ETF | ACWI | Equities | Exchange Traded Funds | 2 | ViewiShares MSCI ACWI ETFCategoriesFund Sheet Asset ClassesEquities Fund TypesExchange Traded Funds View Full Screen Updated: November 10, 2026 | equities | exchange-traded-funds | |
| FT Vest U.S. equities Buffer ETF – July | FJUL | Alternatives | Mutual Fund | 2 | ViewFT Vest U.S. equities Buffer ETF – JulyCategoriesFund Sheet Asset ClassesAlternatives Fund TypesMutual Fund View Full Screen Updated: November 10, 2026 | alternatives | mutual-fund | |
| FT Vest U.S. equities Buffer ETF – August | FAUG | Alternatives | Mutual Fund | 2 | ViewFT Vest U.S. equities Buffer ETF – AugustCategoriesFund Sheet Asset ClassesAlternatives Fund TypesMutual Fund View Full Screen Updated: November 10, 2026 | alternatives | mutual-fund | |
| FT Vest U.S. equities Buffer ETF – September | FSEP | Alternatives | Mutual Fund | 2 | ViewFT Vest U.S. equities Buffer ETF – SeptemberCategoriesFund Sheet Asset ClassesAlternatives Fund TypesMutual Fund View Full Screen Updated: November 10, 2026 | alternatives | mutual-fund | |
| iShares ESG Aware MSCI EAFE ETF | ESGD | Equities | Mutual Fund | 2 | ViewiShares ESG Aware MSCI EAFE ETFCategoriesFund Sheet Asset ClassesEquities Fund TypesMutual Fund View Full Screen Updated: November 10, 2026 | equities | mutual-fund | |
| FT Vest U.S. equities Buffer ETF – October | FOCT | Alternatives | Mutual Fund | 2 | ViewFT Vest U.S. equities Buffer ETF – OctoberCategoriesFund Sheet Asset ClassesAlternatives Fund TypesMutual Fund View Full Screen Updated: November 10, 2026 | alternatives | mutual-fund | |
| FT Vest U.S. equities Buffer ETF – November | FNOV | Alternatives | Mutual Fund | 2 | ViewFT Vest U.S. equities Buffer ETF – NovemberCategoriesFund Sheet Asset ClassesAlternatives Fund TypesMutual Fund View Full Screen Updated: November 10, 2026 | alternatives | mutual-fund | |
| FT Vest U.S. equities Buffer ETF – December | FDEC | Alternatives | Mutual Fund | 2 | ViewFT Vest U.S. equities Buffer ETF – DecemberCategoriesFund Sheet Asset ClassesAlternatives Fund TypesMutual Fund View Full Screen Updated: November 10, 2026 | alternatives | mutual-fund | |
| FT Vest U.S. equities Buffer ETF – January | FJAN | Alternatives | Mutual Fund | 2 | ViewFT Vest U.S. equities Buffer ETF – JanuaryCategoriesFund Sheet Asset ClassesAlternatives Fund TypesMutual Fund View Full Screen Updated: November 10, 2026 | alternatives | mutual-fund | |
| FT Vest U.S. equities Buffer ETF – February | FFEB | Alternatives | Mutual Fund | 2 | ViewFT Vest U.S. equities Buffer ETF – FebruaryCategoriesFund Sheet Asset ClassesAlternatives Fund TypesMutual Fund View Full Screen Updated: November 10, 2026 | alternatives | mutual-fund | |
| FT Vest U.S. equities Buffer ETF – March | FMAR | Alternatives | Mutual Fund | 2 | ViewFT Vest U.S. equities Buffer ETF – MarchCategoriesFund Sheet Asset ClassesAlternatives Fund TypesMutual Fund View Full Screen Updated: November 10, 2026 | alternatives | mutual-fund | |
| FT Vest U.S. equities Buffer ETF – April | FAPR | Alternatives | Mutual Fund | 2 | ViewFT Vest U.S. equities Buffer ETF – AprilCategoriesFund Sheet Asset ClassesAlternatives Fund TypesMutual Fund View Full Screen Updated: November 10, 2026 | alternatives | mutual-fund | |
| FT Vest U.S. equities Buffer ETF – May | FMAY | Alternatives | Mutual Fund | 2 | ViewFT Vest U.S. equities Buffer ETF – MayCategoriesFund Sheet Asset ClassesAlternatives Fund TypesMutual Fund View Full Screen Updated: November 10, 2026 | alternatives | mutual-fund | |
| FT Vest U.S. equities Buffer ETF – June | FJUN | Alternatives | Mutual Fund | 2 | ViewFT Vest U.S. equities Buffer ETF – JuneCategoriesFund Sheet Asset ClassesAlternatives Fund TypesMutual Fund View Full Screen Updated: November 10, 2026 | alternatives | mutual-fund | |
| SPDR S&P 500 ESG ETF | EFIV | Equities | Mutual Fund | 2 | ViewSPDR S&P 500 ESG ETFCategoriesFund Sheet Asset ClassesEquities Fund TypesMutual Fund View Full Screen Updated: November 10, 2026 | equities | mutual-fund | |
| First Trust Private Credit I | FTPCX | Alternatives | Mutual Fund | 2 | ViewFirst Trust Private Credit ICategoriesFund Sheet Asset ClassesAlternatives Fund TypesMutual Fund View Full Screen Updated: November 10, 2026 | alternatives | mutual-fund | |
| First Trust alternatives Opportunities I | VFLEX | Alternatives | Mutual Fund | 2 | ViewFirst Trust alternatives Opportunities ICategoriesFund Sheet Asset ClassesAlternatives Fund TypesMutual Fund View Full Screen Updated: November 10, 2026 | alternatives | mutual-fund | |
| SPDR Portfolio High Yield Bond ETF | SPHY | Fixed Income | Exchange Traded Funds | 2 | ViewSPDR Portfolio High Yield Bond ETFCategoriesFund Sheet Asset ClassesFixed Income Fund TypesExchange Traded Funds View Full Screen Updated: November 10, 2026 | fixed-income | exchange-traded-funds | |
| Pax High Yield Bond Institutional | PXHIX | Fixed Income | Mutual Fund | 2 | ViewPax High Yield Bond InstitutionalCategoriesFund Sheet Asset ClassesFixed Income Fund TypesMutual Fund View Full Screen Updated: November 10, 2026 | fixed-income | mutual-fund | |
| Federated Hermes Instl High Yield Bd IS | FIHBX | Fixed Income | Mutual Fund | 2 | ViewFederated Hermes Instl High Yield Bd ISCategoriesFund Sheet Asset ClassesFixed Income Fund TypesMutual Fund View Full Screen Updated: November 10, 2026 | fixed-income | mutual-fund | |
| T. Rowe Price US equities Research ETF | TSPA | Equities | Exchange Traded Funds | 2 | ViewT. Rowe Price US equities Research ETFCategoriesFund Sheet Asset ClassesEquities Fund TypesExchange Traded Funds View Full Screen Updated: November 10, 2026 | equities | exchange-traded-funds | |
| Putnam Large Cap Growth Y | PGOYX | Equities | Mutual Fund | 2 | ViewPutnam Large Cap Growth YCategoriesFund Sheet Asset ClassesEquities Fund TypesMutual Fund View Full Screen Updated: November 10, 2026 | equities | mutual-fund | |
| T. Rowe Price U.S. equities Research I | PCCOX | Equities | Mutual Fund | 2 | ViewT. Rowe Price U.S. equities Research ICategoriesFund Sheet Asset ClassesEquities Fund TypesMutual Fund View Full Screen Updated: November 10, 2026 | equities | mutual-fund | |
| Invesco BulletShares 2035 Corp Bd ETF | BSCZ | Fixed Income | Exchange Traded Funds | 2 | ViewInvesco BulletShares 2035 Corp Bd ETFCategoriesFund Sheet Asset ClassesFixed Income Fund TypesExchange Traded Funds View Full Screen Updated: November 10, 2026 | fixed-income | exchange-traded-funds | |
| Invesco BulletShares 2034 Corp Bd ETF | BSCY | Fixed Income | Exchange Traded Funds | 2 | ViewInvesco BulletShares 2034 Corp Bd ETFCategoriesFund Sheet Asset ClassesFixed Income Fund TypesExchange Traded Funds View Full Screen Updated: November 10, 2026 | fixed-income | exchange-traded-funds | |
| Invesco BulletShares 2033 Corp Bd ETF | BSCX. | Fixed Income | Exchange Traded Funds | 2 | ViewInvesco BulletShares 2033 Corp Bd ETFCategoriesFund Sheet Asset ClassesFixed Income Fund TypesExchange Traded Funds View Full Screen Updated: November 10, 2026 | fixed-income | exchange-traded-funds | |
| Invesco BulletShares 2032 Corp Bd ETF | BSCW | Fixed Income | Exchange Traded Funds | 2 | ViewInvesco BulletShares 2032 Corp Bd ETFCategoriesFund Sheet Asset ClassesFixed Income Fund TypesExchange Traded Funds View Full Screen Updated: November 10, 2026 | fixed-income | exchange-traded-funds | |
| Invesco BulletShares 2031 Corp Bd ETF | BSCV | Fixed Income | Exchange Traded Funds | 2 | ViewInvesco BulletShares 2031 Corp Bd ETFCategoriesFund Sheet Asset ClassesFixed Income Fund TypesExchange Traded Funds View Full Screen Updated: November 10, 2026 | fixed-income | exchange-traded-funds | |
| Invesco BulletShares 2030 Corp Bd ETF | BSCU | Fixed Income | Exchange Traded Funds | 2 | ViewInvesco BulletShares 2030 Corp Bd ETFCategoriesFund Sheet Asset ClassesFixed Income Fund TypesExchange Traded Funds View Full Screen Updated: November 10, 2026 | fixed-income | exchange-traded-funds | |
| Invesco BulletShares 2029 Corp Bd ETF | BSCT. | Fixed Income | Exchange Traded Funds | 2 | ViewInvesco BulletShares 2029 Corp Bd ETFCategoriesFund Sheet Asset ClassesFixed Income Fund TypesExchange Traded Funds View Full Screen Updated: November 10, 2026 | fixed-income | exchange-traded-funds | |
| Invesco BulletShares 2028 Corp Bd ETF | BSCS | Fixed Income | Exchange Traded Funds | 2 | ViewInvesco BulletShares 2028 Corp Bd ETFCategoriesFund Sheet Asset ClassesFixed Income Fund TypesExchange Traded Funds View Full Screen Updated: November 10, 2026 | fixed-income | exchange-traded-funds | |
| Invesco BulletShares 2027 Corp Bd ETF | BSCR | Fixed Income | Exchange Traded Funds | 2 | ViewInvesco BulletShares 2027 Corp Bd ETFCategoriesFund Sheet Asset ClassesFixed Income Fund TypesExchange Traded Funds View Full Screen Updated: November 10, 2026 | fixed-income | exchange-traded-funds | |
| Invesco BulletShares 2026 Corp Bd ETF | BSCQ | Fixed Income | Exchange Traded Funds | 2 | ViewInvesco BulletShares 2026 Corp Bd ETFCategoriesFund Sheet Asset ClassesFixed Income Fund TypesExchange Traded Funds View Full Screen Updated: November 10, 2026 | fixed-income | exchange-traded-funds | |
| FT Vest Laddered Buffer ETF | BUFR | Alternatives | Exchange Traded Funds | 2 | ViewFT Vest Laddered Buffer ETFCategoriesFund Sheet Asset ClassesAlternatives Fund TypesExchange Traded Funds View Full Screen Updated: November 10, 2026 | alternatives | exchange-traded-funds | |
| iShares Russell 2500 ETF | SMMD | Equities | Exchange Traded Funds | 2 | ViewiShares Russell 2500 ETFCategoriesFund Sheet Asset ClassesEquities Fund TypesExchange Traded Funds View Full Screen Updated: November 10, 2026 | equities | exchange-traded-funds | |
| Harbor Commodity All-Weather Strategy ETF | HGER | Alternatives | Exchange Traded Funds | 2 | ViewHarbor Commodity All-Weather Strategy ETFCategoriesFund Sheet Asset ClassesAlternatives Fund TypesExchange Traded Funds View Full Screen Updated: November 10, 2026 | alternatives | exchange-traded-funds | |
| Nuveen Quant Small/Mid Cap equities | TSMNX | Equities | Mutual Fund | 2 | ViewNuveen Quant Small/Mid Cap equitiesCategoriesFund Sheet Asset ClassesEquities Fund TypesMutual Fund View Full Screen Updated: November 10, 2026 | equities | mutual-fund | |
| iShares® ESG Screened S&P Mid-Cap ETF | XJH | Equities | Exchange Traded Funds | 2 | ViewiShares® ESG Screened S&P Mid-Cap ETFCategoriesFund Sheet Asset ClassesEquities Fund TypesExchange Traded Funds View Full Screen Updated: November 10, 2026 | equities | exchange-traded-funds | |
| iShares ESG Aware MSCI EM ETF | ESGE | Equities | Exchange Traded Funds | 2 | ViewiShares ESG Aware MSCI EM ETFCategoriesFund Sheet Asset ClassesEquities Fund TypesExchange Traded Funds View Full Screen Updated: November 10, 2026 | equities | exchange-traded-funds | |
| Franklin High Yield Tax-Free Income Fund | FHYVX | Fixed Income | Mutual Fund | 2 | ViewFranklin High Yield Tax-Free Income FundCategoriesFund Sheet Asset ClassesFixed Income Fund TypesMutual Fund View Full Screen Updated: November 10, 2026 | fixed-income | mutual-fund | |
| Seafarer Overseas Gr and Income Instl | SIGIX | Equities | Mutual Fund | 2 | ViewSeafarer Overseas Gr and Income InstlCategoriesFund Sheet Asset ClassesEquities Fund TypesMutual Fund View Full Screen Updated: November 10, 2026 | equities | mutual-fund | |
| Vanguard S&P 500 ETF | VOO | Equities | Exchange Traded Funds | 2 | ViewVanguard S&P 500 ETFCategoriesFund Sheet Asset ClassesEquities Fund TypesExchange Traded Funds View Full Screen Updated: November 10, 2026 | equities | exchange-traded-funds | |
| SPDR® S&P 500® ETF Trust | SPY | Equities | Exchange Traded Funds | 2 | ViewSPDR® S&P 500® ETF TrustCategoriesFund Sheet Asset ClassesEquities Fund TypesExchange Traded Funds View Full Screen Updated: November 10, 2026 | equities | exchange-traded-funds | |
| SPDR® Portfolio S&P 600 Sm Cap ETF | SPSM | Equities | Exchange Traded Funds | 2 | ViewSPDR® Portfolio S&P 600 Sm Cap ETFCategoriesFund Sheet Asset ClassesEquities Fund TypesExchange Traded Funds View Full Screen Updated: November 10, 2026 | equities | exchange-traded-funds | |
| SPDR® Portfolio S&P 400 Mid Cap ETF | SPMD | Equities | Exchange Traded Funds | 2 | ViewSPDR® Portfolio S&P 400 Mid Cap ETFCategoriesFund Sheet Asset ClassesEquities Fund TypesExchange Traded Funds View Full Screen Updated: November 10, 2026 | equities | exchange-traded-funds | |
| iShares Russell 1000 Growth ETF | IWF | Equities | Exchange Traded Funds | 2 | ViewiShares Russell 1000 Growth ETFCategoriesFund Sheet Asset ClassesEquities Fund TypesExchange Traded Funds View Full Screen Updated: November 10, 2026 | equities | exchange-traded-funds | |
| SPDR® Portfolio Developed Wld ex-US ETF | SPDW | Equities | Exchange Traded Funds | 2 | ViewSPDR® Portfolio Developed Wld ex-US ETFCategoriesFund Sheet Asset ClassesEquities Fund TypesExchange Traded Funds View Full Screen Updated: November 10, 2026 | equities | exchange-traded-funds | |
| iShares Russell 1000 Value ETF | IWD | Equities | Exchange Traded Funds | 2 | ViewiShares Russell 1000 Value ETFCategoriesFund Sheet Asset ClassesEquities Fund TypesExchange Traded Funds View Full Screen Updated: November 10, 2026 | equities | exchange-traded-funds | |
| Vanguard Mid-Cap Index | VIMAX | Equities | Exchange Traded Funds | 2 | ViewVanguard Mid-Cap IndexCategoriesFund Sheet Asset ClassesEquities Fund TypesExchange Traded Funds View Full Screen Updated: November 10, 2026 | equities | exchange-traded-funds | |
| Vanguard Total Bond Market Index ADM | VBTLX | Fixed Income | Mutual Fund | 2 | ViewVanguard Total Bond Market Index ADMCategoriesFund Sheet Asset ClassesFixed Income Fund TypesMutual Fund View Full Screen Updated: November 10, 2026 | fixed-income | mutual-fund | |
| Schwab US Dividend equities ETF | SCHD | Equities | Exchange Traded Funds | 2 | ViewSchwab US Dividend equities ETFCategoriesFund Sheet Asset ClassesEquities Fund TypesExchange Traded Funds View Full Screen Updated: November 10, 2026 | equities | exchange-traded-funds | |
| iShares Core MSCI Emerging Markets ETF | IEMG | Equities | Exchange Traded Funds | 2 | ViewiShares Core MSCI Emerging Markets ETFCategoriesFund Sheet Asset ClassesEquities Fund TypesExchange Traded Funds View Full Screen Updated: November 10, 2026 | equities | exchange-traded-funds | |
| iShares Core MSCI EAFE ETF | IEFA | Equities | Exchange Traded Funds | 2 | ViewiShares Core MSCI EAFE ETFCategoriesFund Sheet Asset ClassesEquities Fund TypesExchange Traded Funds View Full Screen Updated: November 10, 2026 | equities | exchange-traded-funds | |
| iShares Bitcoin Trust ETF | IBIT | Alternatives | Exchange Traded Funds | 2 | ViewiShares Bitcoin Trust ETFCategoriesFund Sheet Asset ClassesAlternatives Fund TypesExchange Traded Funds View Full Screen Updated: November 10, 2026 | alternatives | exchange-traded-funds | |
| iShares MSCI Emerging Mkts ex China ETF | EMXC | Equities | Exchange Traded Funds | 2 | ViewiShares MSCI Emerging Mkts ex China ETFCategoriesFund Sheet Asset ClassesEquities Fund TypesExchange Traded Funds View Full Screen Updated: November 10, 2026 | equities | exchange-traded-funds | |
| Global X S&P 500 Catholic Values ETF | CATH | Equities | Exchange Traded Funds | 2 | ViewGlobal X S&P 500 Catholic Values ETFCategoriesFund Sheet Asset ClassesEquities Fund TypesExchange Traded Funds View Full Screen Updated: November 10, 2026 | equities | exchange-traded-funds | |
| Vanguard Intmdt-Term Trs Idx Admiral | VSIGX | Fixed Income | Exchange Traded Funds | 2 | ViewVanguard Intmdt-Term Trs Idx AdmiralCategoriesFund Sheet Asset ClassesFixed Income Fund TypesExchange Traded Funds View Full Screen Updated: November 10, 2026 | fixed-income | exchange-traded-funds | |
| Vanguard Intmdt-Term Trs ETF | VGIT | Fixed Income | Exchange Traded Funds | 2 | ViewVanguard Intmdt-Term Trs ETFCategoriesFund Sheet Asset ClassesFixed Income Fund TypesExchange Traded Funds View Full Screen Updated: November 10, 2026 | fixed-income | exchange-traded-funds | |
| Invesco S&P 500® Equal Weight ETF | RSP | Equities | Exchange Traded Funds | 2 | ViewInvesco S&P 500® Equal Weight ETFCategoriesFund Sheet Asset ClassesEquities Fund TypesExchange Traded Funds View Full Screen Updated: November 10, 2026 | equities | exchange-traded-funds | |
| Invesco QQQ Trust | QQQ | Equities | Exchange Traded Funds | 2 | ViewInvesco QQQ TrustCategoriesFund Sheet Asset ClassesEquities Fund TypesExchange Traded Funds View Full Screen Updated: November 10, 2026 | equities | exchange-traded-funds | |
| Hartford International Value Y | HILYX | Equities | Mutual Fund | 2 | ViewHartford International Value YCategoriesFund Sheet Asset ClassesEquities Fund TypesMutual Fund View Full Screen Updated: November 10, 2026 | equities | mutual-fund | |
| Hartford International Value Fund Class I | HILIX | Equities | Mutual Fund | 2 | ViewHartford International Value Fund Class ICategoriesFund Sheet Asset ClassesEquities Fund TypesMutual Fund View Full Screen Updated: November 10, 2026 | equities | mutual-fund | |
| Vanguard Short-Term Treasury ETF | VGSH | Fixed Income | Exchange Traded Funds | 2 | ViewVanguard Short-Term Treasury ETFCategoriesFund Sheet Asset ClassesFixed Income Fund TypesExchange Traded Funds View Full Screen Updated: November 10, 2026 | fixed-income | exchange-traded-funds | |
| Vanguard Short-Term Treasury IDX Admiral | VSBSX | Fixed Income | Mutual Fund | 2 | ViewVanguard Short-Term Treasury IDX AdmiralCategoriesFund Sheet Asset ClassesFixed Income Fund TypesMutual Fund View Full Screen Updated: November 10, 2026 | fixed-income | mutual-fund | |
| Putnam Large Cap Value Y | PEIYX | Equities | Mutual Fund | 2 | ViewPutnam Large Cap Value YCategoriesFund Sheet Asset ClassesEquities Fund TypesMutual Fund View Full Screen Updated: November 10, 2026 | equities | mutual-fund | |
| iShares Core US Aggregate Bond ETF | AGG | Fixed Income | Exchange Traded Funds | 2 | ViewiShares Core US Aggregate Bond ETFCategoriesFund Sheet Asset ClassesFixed Income Fund TypesExchange Traded Funds View Full Screen Updated: November 10, 2026 | fixed-income | exchange-traded-funds | |
| American High-Income Municipal Bond F-2 | AHMFX | Fixed Income | Mutual Fund | 2 | ViewAmerican High-Income Municipal Bond F-2CategoriesFund Sheet Asset ClassesFixed Income Fund TypesMutual Fund View Full Screen Updated: November 10, 2026 | fixed-income | mutual-fund | |
| AB Municipal Income California Advisor | ALCVX | Fixed Income | Mutual Fund | 2 | ViewAB Municipal Income California AdvisorCategoriesFund Sheet Asset ClassesFixed Income Fund TypesMutual Fund View Full Screen Updated: November 10, 2026 | fixed-income | mutual-fund | |
| Baird Core Plus Bond Inst | BCOIX | Fixed Income | Mutual Fund | 2 | ViewBaird Core Plus Bond InstCategoriesFund Sheet Asset ClassesFixed Income Fund TypesMutual Fund View Full Screen Updated: November 10, 2026 | fixed-income | mutual-fund | |
| Baron Emerging Markets Retail | BEXFX | Equities | Mutual Fund | 2 | ViewBaron Emerging Markets RetailCategoriesFund Sheet Asset ClassesEquities Fund TypesMutual Fund View Full Screen Updated: November 10, 2026 | equities | mutual-fund | |
| Baron Emerging Markets Institutional | BEXIX | Equities | Mutual Fund | 2 | ViewBaron Emerging Markets InstitutionalCategoriesFund Sheet Asset ClassesEquities Fund TypesMutual Fund View Full Screen Updated: November 10, 2026 | equities | mutual-fund | |
| Sterling Capital Total Return Bond I | BIBTX | Fixed Income | Mutual Fund | 2 | ViewSterling Capital Total Return Bond ICategoriesFund Sheet Asset ClassesFixed Income Fund TypesMutual Fund View Full Screen Updated: November 10, 2026 | fixed-income | mutual-fund | |
| Sterling Capital Total Return Bond A | BICAX | Fixed Income | Mutual Fund | 2 | ViewSterling Capital Total Return Bond ACategoriesFund Sheet Asset ClassesFixed Income Fund TypesMutual Fund View Full Screen Updated: November 10, 2026 | fixed-income | mutual-fund | |
| Invesco Senior Loan ETF | BKLN | Fixed Income | Exchange Traded Funds | 2 | ViewInvesco Senior Loan ETFCategoriesFund Sheet Asset ClassesFixed Income Fund TypesExchange Traded Funds View Full Screen Updated: November 10, 2026 | fixed-income | exchange-traded-funds | |
| Vanguard Total Bond Market ETF | BND | Fixed Income | Exchange Traded Funds | 2 | ViewVanguard Total Bond Market ETFCategoriesFund Sheet Asset ClassesFixed Income Fund TypesExchange Traded Funds View Full Screen Updated: November 10, 2026 | fixed-income | exchange-traded-funds | |
| Vanguard Total International Bond ETF | BNDX | Fixed Income | Exchange Traded Funds | 2 | ViewVanguard Total International Bond ETFCategoriesFund Sheet Asset ClassesFixed Income Fund TypesExchange Traded Funds View Full Screen Updated: November 10, 2026 | fixed-income | exchange-traded-funds | |
| Baird Short-Term Bond Inst | BSBIX | Fixed Income | Mutual Fund | 2 | ViewBaird Short-Term Bond InstCategoriesFund Sheet Asset ClassesFixed Income Fund TypesMutual Fund View Full Screen Updated: November 10, 2026 | fixed-income | mutual-fund | |
| Baird Short-Term Bond Investor | BSBSX | Fixed Income | Mutual Fund | 2 | ViewBaird Short-Term Bond InvestorCategoriesFund Sheet Asset ClassesFixed Income Fund TypesMutual Fund View Full Screen Updated: November 10, 2026 | fixed-income | mutual-fund | |
| SPDR® Blmbg Barclays Intl Trs Bd ETF | BWX | Fixed Income | Exchange Traded Funds | 2 | ViewSPDR® Blmbg Barclays Intl Trs Bd ETFCategoriesFund Sheet Asset ClassesFixed Income Fund TypesExchange Traded Funds View Full Screen Updated: November 10, 2026 | fixed-income | exchange-traded-funds | |
| Calvert Bond I | CBDIX | Fixed Income | Mutual Fund | 2 | ViewCalvert Bond ICategoriesFund Sheet Asset ClassesFixed Income Fund TypesMutual Fund View Full Screen Updated: November 10, 2026 | fixed-income | mutual-fund | |
| Columbia Dividend Income Inst2 | CDDRX | Equities | Mutual Fund | 2 | ViewColumbia Dividend Income Inst2CategoriesFund Sheet Asset ClassesEquities Fund TypesMutual Fund View Full Screen Updated: November 10, 2026 | equities | mutual-fund | |
| Calvert equities I | CEYIX | Equities | Mutual Fund | 2 | ViewCalvert equities ICategoriesFund Sheet Asset ClassesEquities Fund TypesMutual Fund View Full Screen Updated: November 10, 2026 | equities | mutual-fund | |
| Champlain Mid Cap Institutional | CIPIX | Equities | Mutual Fund | 2 | ViewChamplain Mid Cap InstitutionalCategoriesFund Sheet Asset ClassesEquities Fund TypesMutual Fund View Full Screen Updated: November 10, 2026 | equities | mutual-fund | |
| Aquila Tax-Free Fund of Colorado Y | COTYX | Fixed Income | Mutual Fund | 2 | ViewAquila Tax-Free Fund of Colorado YCategoriesFund Sheet Asset ClassesFixed Income Fund TypesMutual Fund View Full Screen Updated: November 10, 2026 | fixed-income | mutual-fund | |
| Cohen & Steers Preferred Sec & Inc I | CPXIX | Fixed Income | Mutual Fund | 2 | ViewCohen & Steers Preferred Sec & Inc ICategoriesFund Sheet Asset ClassesFixed Income Fund TypesMutual Fund View Full Screen Updated: November 10, 2026 | fixed-income | mutual-fund | |
| Calvert Bond A | CSIBX | Fixed Income | Mutual Fund | 2 | ViewCalvert Bond ACategoriesFund Sheet Asset ClassesFixed Income Fund TypesMutual Fund View Full Screen Updated: November 10, 2026 | fixed-income | mutual-fund | |
| Calvert equities A | CSIEX | Equities | Mutual Fund | 2 | ViewCalvert equities ACategoriesFund Sheet Asset ClassesEquities Fund TypesMutual Fund View Full Screen Updated: November 10, 2026 | equities | mutual-fund | |
| Calvert Small-Cap I | CSVIX | Equities | Mutual Fund | 2 | ViewCalvert Small-Cap ICategoriesFund Sheet Asset ClassesEquities Fund TypesMutual Fund View Full Screen Updated: November 10, 2026 | equities | mutual-fund | |
| Calvert Emerging Markets equities I | CVMIX | Equities | Mutual Fund | 2 | ViewCalvert Emerging Markets equities ICategoriesFund Sheet Asset ClassesEquities Fund TypesMutual Fund View Full Screen Updated: November 10, 2026 | equities | mutual-fund | |
| Calvert International equities A | CWVGX | Equities | Mutual Fund | 2 | ViewCalvert International equities ACategoriesFund Sheet Asset ClassesEquities Fund TypesMutual Fund View Full Screen Updated: November 10, 2026 | equities | mutual-fund | |
| Calvert International equities I | CWVIX | Equities | Mutual Fund | 2 | ViewCalvert International equities ICategoriesFund Sheet Asset ClassesEquities Fund TypesMutual Fund View Full Screen Updated: November 10, 2026 | equities | mutual-fund | |
| Xtrackers MSCI EAFE Hedged equities ETF | DBEF | Equities | Exchange Traded Funds | 2 | ViewXtrackers MSCI EAFE Hedged equities ETFCategoriesFund Sheet Asset ClassesEquities Fund TypesExchange Traded Funds View Full Screen Updated: November 10, 2026 | equities | exchange-traded-funds | |
| Delaware Small Cap Core A | DCCAX | Equities | Mutual Fund | 2 | ViewDelaware Small Cap Core ACategoriesFund Sheet Asset ClassesEquities Fund TypesMutual Fund View Full Screen Updated: November 10, 2026 | equities | mutual-fund | |
| Delaware Small Cap Core I | DCCIX | Equities | Mutual Fund | 2 | ViewDelaware Small Cap Core ICategoriesFund Sheet Asset ClassesEquities Fund TypesMutual Fund View Full Screen Updated: November 10, 2026 | equities | mutual-fund | |
| WisdomTree Emerging Markets High Div ETF | DEM | Equities | Exchange Traded Funds | 2 | ViewWisdomTree Emerging Markets High Div ETFCategoriesFund Sheet Asset ClassesEquities Fund TypesExchange Traded Funds View Full Screen Updated: November 10, 2026 | equities | exchange-traded-funds | |
| Delaware Tax-Free MN Institutional | DMNIX | Fixed Income | Mutual Fund | 2 | ViewDelaware Tax-Free MN InstitutionalCategoriesFund Sheet Asset ClassesFixed Income Fund TypesMutual Fund View Full Screen Updated: November 10, 2026 | fixed-income | mutual-fund | |
| iShares MSCI KLD 400 Social ETF | DSI | Equities | Exchange Traded Funds | 2 | ViewiShares MSCI KLD 400 Social ETFCategoriesFund Sheet Asset ClassesEquities Fund TypesExchange Traded Funds View Full Screen Updated: November 10, 2026 | equities | exchange-traded-funds | |
| iShares MSCI Emerging Markets ETF | EEM | Equities | Exchange Traded Funds | 2 | ViewiShares MSCI Emerging Markets ETFCategoriesFund Sheet Asset ClassesEquities Fund TypesExchange Traded Funds View Full Screen Updated: November 10, 2026 | equities | exchange-traded-funds | |
| iShares MSCI EAFE ETF | EFA | Equities | Exchange Traded Funds | 2 | ViewiShares MSCI EAFE ETFCategoriesFund Sheet Asset ClassesEquities Fund TypesExchange Traded Funds View Full Screen Updated: November 10, 2026 | equities | exchange-traded-funds | |
| iShares MSCI EAFE Growth ETF | EFG | Equities | Exchange Traded Funds | 2 | ViewiShares MSCI EAFE Growth ETFCategoriesFund Sheet Asset ClassesEquities Fund TypesExchange Traded Funds View Full Screen Updated: November 10, 2026 | equities | exchange-traded-funds | |
| iShares MSCI EAFE Value ETF | EFV | Equities | Exchange Traded Funds | 2 | ViewiShares MSCI EAFE Value ETFCategoriesFund Sheet Asset ClassesEquities Fund TypesExchange Traded Funds View Full Screen Updated: November 10, 2026 | equities | exchange-traded-funds | |
| Parametric TABS Short-Term Muni Bd I | EIBSX | Fixed Income | Mutual Fund | 2 | ViewParametric TABS Short-Term Muni Bd ICategoriesFund Sheet Asset ClassesFixed Income Fund TypesMutual Fund View Full Screen Updated: November 10, 2026 | fixed-income | mutual-fund | |
| Eaton Vance GA Municipal Income I | EIGAX | Fixed Income | Mutual Fund | 2 | ViewEaton Vance GA Municipal Income ICategoriesFund Sheet Asset ClassesFixed Income Fund TypesMutual Fund View Full Screen Updated: November 10, 2026 | fixed-income | mutual-fund | |
| VanEck JPMorgan EMLcl Ccy Bd ETF | EMLC | Fixed Income | Exchange Traded Funds | 2 | ViewVanEck JPMorgan EMLcl Ccy Bd ETFCategoriesFund Sheet Asset ClassesFixed Income Fund TypesExchange Traded Funds View Full Screen Updated: November 10, 2026 | fixed-income | exchange-traded-funds | |
| Parametric TABS Interm-Term Muni Bd I | ETIIX | Fixed Income | Mutual Fund | 2 | ViewParametric TABS Interm-Term Muni Bd ICategoriesFund Sheet Asset ClassesFixed Income Fund TypesMutual Fund View Full Screen Updated: November 10, 2026 | fixed-income | mutual-fund | |
| SPDR® S&P Emerging Markets Small Cap ETF | EWX | Equities | Exchange Traded Funds | 2 | ViewSPDR® S&P Emerging Markets Small Cap ETFCategoriesFund Sheet Asset ClassesEquities Fund TypesExchange Traded Funds View Full Screen Updated: November 10, 2026 | equities | exchange-traded-funds | |
| iShares Floating Rate Bond ETF | FLOT | Fixed Income | Exchange Traded Funds | 2 | ViewiShares Floating Rate Bond ETFCategoriesFund Sheet Asset ClassesFixed Income Fund TypesExchange Traded Funds View Full Screen Updated: November 10, 2026 | fixed-income | exchange-traded-funds | |
| Fidelity® Interm Muni Inc | FLTMX | Fixed Income | Mutual Fund | 2 | ViewFidelity® Interm Muni IncCategoriesFund Sheet Asset ClassesFixed Income Fund TypesMutual Fund View Full Screen Updated: November 10, 2026 | fixed-income | mutual-fund | |
| Fidelity® Ohio Municipal Income | FOHFX | Fixed Income | Mutual Fund | 2 | ViewFidelity® Ohio Municipal IncomeCategoriesFund Sheet Asset ClassesFixed Income Fund TypesMutual Fund View Full Screen Updated: November 10, 2026 | fixed-income | mutual-fund | |
| Franklin High Yield Tax Free Inc A1 | FRHIX | Fixed Income | Mutual Fund | 2 | ViewFranklin High Yield Tax Free Inc A1CategoriesFund Sheet Asset ClassesFixed Income Fund TypesMutual Fund View Full Screen Updated: November 10, 2026 | fixed-income | mutual-fund | |
| Fidelity® Arizona Municipal Income | FSAZX | Fixed Income | Mutual Fund | 2 | ViewFidelity® Arizona Municipal IncomeCategoriesFund Sheet Asset ClassesFixed Income Fund TypesMutual Fund View Full Screen Updated: November 10, 2026 | fixed-income | mutual-fund | |
| Fidelity® Limited Term Municipal Income | FSTFX | Fixed Income | Mutual Fund | 2 | ViewFidelity® Limited Term Municipal IncomeCategoriesFund Sheet Asset ClassesFixed Income Fund TypesMutual Fund View Full Screen Updated: November 10, 2026 | fixed-income | mutual-fund | |
| Gateway A | GATEX | Alternatives | Mutual Fund | 2 | ViewGateway ACategoriesFund Sheet Asset ClassesAlternatives Fund TypesMutual Fund View Full Screen Updated: November 10, 2026 | alternatives | mutual-fund | |
| Lazard Global Listed Infrastructure Inst | GLIFX | Equities | Mutual Fund | 2 | ViewLazard Global Listed Infrastructure InstCategoriesFund Sheet Asset ClassesEquities Fund TypesMutual Fund View Full Screen Updated: November 10, 2026 | equities | mutual-fund | |
| iShares GNMA Bond ETF | GNMA | Fixed Income | Exchange Traded Funds | 2 | ViewiShares GNMA Bond ETFCategoriesFund Sheet Asset ClassesFixed Income Fund TypesExchange Traded Funds View Full Screen Updated: November 10, 2026 | fixed-income | exchange-traded-funds | |
| Gateway Y | GTEYX | Alternatives | Mutual Fund | 2 | ViewGateway YCategoriesFund Sheet Asset ClassesAlternatives Fund TypesMutual Fund View Full Screen Updated: November 10, 2026 | alternatives | mutual-fund | |
| Columbia Dividend Income Inst | GSFTX | Equities | Mutual Fund | 2 | ViewColumbia Dividend Income InstCategoriesFund Sheet Asset ClassesEquities Fund TypesMutual Fund View Full Screen Updated: November 10, 2026 | equities | mutual-fund | |
| iShares Intermediate Govt/Crdt Bd ETF | GVI | Fixed Income | Exchange Traded Funds | 2 | ViewiShares Intermediate Govt/Crdt Bd ETFCategoriesFund Sheet Asset ClassesFixed Income Fund TypesExchange Traded Funds View Full Screen Updated: November 10, 2026 | fixed-income | exchange-traded-funds | |
| Hartford International Opportunities Y | HAOYX | Equities | Mutual Fund | 2 | ViewHartford International Opportunities YCategoriesFund Sheet Asset ClassesEquities Fund TypesMutual Fund View Full Screen Updated: November 10, 2026 | equities | mutual-fund | |
| VanEck High Yield Muni ETF | HYD | Fixed Income | Exchange Traded Funds | 2 | ViewVanEck High Yield Muni ETFCategoriesFund Sheet Asset ClassesFixed Income Fund TypesExchange Traded Funds View Full Screen Updated: November 10, 2026 | fixed-income | exchange-traded-funds | |
| iShares iBoxx $ High Yield Corp Bd ETF | HYG | Fixed Income | Exchange Traded Funds | 2 | ViewiShares iBoxx $ High Yield Corp Bd ETFCategoriesFund Sheet Asset ClassesFixed Income Fund TypesExchange Traded Funds View Full Screen Updated: November 10, 2026 | fixed-income | exchange-traded-funds | |
| PIMCO 0-5 Year High Yield Corp Bd ETF | HYS | Fixed Income | Exchange Traded Funds | 2 | ViewPIMCO 0-5 Year High Yield Corp Bd ETFCategoriesFund Sheet Asset ClassesFixed Income Fund TypesExchange Traded Funds View Full Screen Updated: November 10, 2026 | fixed-income | exchange-traded-funds | |
| iShares Gold Trust | IAU | Alternatives | Exchange Traded Funds | 2 | ViewiShares Gold TrustCategoriesFund Sheet Asset ClassesAlternatives Fund TypesExchange Traded Funds View Full Screen Updated: November 10, 2026 | alternatives | exchange-traded-funds | |
| iShares 7-10 Year Treasury Bond ETF | IEF | Fixed Income | Exchange Traded Funds | 2 | ViewiShares 7-10 Year Treasury Bond ETFCategoriesFund Sheet Asset ClassesFixed Income Fund TypesExchange Traded Funds View Full Screen Updated: November 10, 2026 | fixed-income | exchange-traded-funds | |
| iShares 3-7 Year Treasury Bond ETF | IEI | Fixed Income | Exchange Traded Funds | 2 | ViewiShares 3-7 Year Treasury Bond ETFCategoriesFund Sheet Asset ClassesFixed Income Fund TypesExchange Traded Funds View Full Screen Updated: November 10, 2026 | fixed-income | exchange-traded-funds | |
| iShares Global Infrastructure ETF | IGF | Equities | Exchange Traded Funds | 2 | ViewiShares Global Infrastructure ETFCategoriesFund Sheet Asset ClassesEquities Fund TypesExchange Traded Funds View Full Screen Updated: November 10, 2026 | equities | exchange-traded-funds | |
| iShares 5-10 Year invmt Grd Corp Bd ETF | IGIB | Fixed Income | Exchange Traded Funds | 2 | ViewiShares 5-10 Year invmt Grd Corp Bd ETFCategoriesFund Sheet Asset ClassesFixed Income Fund TypesExchange Traded Funds View Full Screen Updated: November 10, 2026 | fixed-income | exchange-traded-funds | |
| Hartford International Opportunities I | IHOIX | Equities | Mutual Fund | 2 | ViewHartford International Opportunities ICategoriesFund Sheet Asset ClassesEquities Fund TypesMutual Fund View Full Screen Updated: November 10, 2026 | equities | mutual-fund | |
| iShares Core S&P Mid-Cap ETF | IJH | Equities | Exchange Traded Funds | 2 | ViewiShares Core S&P Mid-Cap ETFCategoriesFund Sheet Asset ClassesEquities Fund TypesExchange Traded Funds View Full Screen Updated: November 10, 2026 | equities | exchange-traded-funds | |
| iShares S&P Mid-Cap 400 Value ETF | IJJ | Equities | Exchange Traded Funds | 2 | ViewiShares S&P Mid-Cap 400 Value ETFCategoriesFund Sheet Asset ClassesEquities Fund TypesExchange Traded Funds View Full Screen Updated: November 10, 2026 | equities | exchange-traded-funds | |
| iShares Core S&P Small-Cap ETF | IJR | Equities | Exchange Traded Funds | 2 | ViewiShares Core S&P Small-Cap ETFCategoriesFund Sheet Asset ClassesEquities Fund TypesExchange Traded Funds View Full Screen Updated: November 10, 2026 | equities | exchange-traded-funds | |
| iShares S&P Mid-Cap 400 Growth ETF | IJK | Equities | Exchange Traded Funds | 2 | ViewiShares S&P Mid-Cap 400 Growth ETFCategoriesFund Sheet Asset ClassesEquities Fund TypesExchange Traded Funds View Full Screen Updated: November 10, 2026 | equities | exchange-traded-funds | |
| iShares S&P 500 Growth ETF | IVW | Equities | Exchange Traded Funds | 2 | ViewiShares S&P 500 Growth ETFCategoriesFund Sheet Asset ClassesEquities Fund TypesExchange Traded Funds View Full Screen Updated: November 10, 2026 | equities | exchange-traded-funds | |
| iShares Core S&P 500 ETF | IVV | Equities | Exchange Traded Funds | 2 | ViewiShares Core S&P 500 ETFCategoriesFund Sheet Asset ClassesEquities Fund TypesExchange Traded Funds View Full Screen Updated: November 10, 2026 | equities | exchange-traded-funds | |
| iShares Russell 2000 ETF | IWM | Equities | Exchange Traded Funds | 2 | ViewiShares Russell 2000 ETFCategoriesFund Sheet Asset ClassesEquities Fund TypesExchange Traded Funds View Full Screen Updated: November 10, 2026 | equities | exchange-traded-funds | |
| iShares Russell 2000 Value ETF | IWN | Equities | Exchange Traded Funds | 2 | ViewiShares Russell 2000 Value ETFCategoriesFund Sheet Asset ClassesEquities Fund TypesExchange Traded Funds View Full Screen Updated: November 10, 2026 | equities | exchange-traded-funds | |
| iShares Russell 2000 Growth ETF | IWO | Equities | Exchange Traded Funds | 2 | ViewiShares Russell 2000 Growth ETFCategoriesFund Sheet Asset ClassesEquities Fund TypesExchange Traded Funds View Full Screen Updated: November 10, 2026 | equities | exchange-traded-funds | |
| iShares Russell 3000 ETF | IWV | Equities | Exchange Traded Funds | 2 | ViewiShares Russell 3000 ETFCategoriesFund Sheet Asset ClassesEquities Fund TypesExchange Traded Funds View Full Screen Updated: November 10, 2026 | equities | exchange-traded-funds | |
| iShares US Telecommunications ETF | IYZ | Equities | Exchange Traded Funds | 2 | ViewiShares US Telecommunications ETFCategoriesFund Sheet Asset ClassesEquities Fund TypesExchange Traded Funds View Full Screen Updated: November 10, 2026 | equities | exchange-traded-funds | |
| Columbia Dividend Income A | LBSAX | Equities | Mutual Fund | 2 | ViewColumbia Dividend Income ACategoriesFund Sheet Asset ClassesEquities Fund TypesMutual Fund View Full Screen Updated: November 10, 2026 | equities | mutual-fund | |
| Lord Abbett Floating Rate I | LFRIX | Fixed Income | Mutual Fund | 2 | ViewLord Abbett Floating Rate ICategoriesFund Sheet Asset ClassesFixed Income Fund TypesMutual Fund View Full Screen Updated: November 10, 2026 | fixed-income | mutual-fund | |
| BlackRock NY Municipal Opps Instl | MANKX | Fixed Income | Mutual Fund | 2 | ViewBlackRock NY Municipal Opps InstlCategoriesFund Sheet Asset ClassesFixed Income Fund TypesMutual Fund View Full Screen Updated: November 10, 2026 | fixed-income | mutual-fund | |
| iShares iBoxx $ Invmt Grade Corp Bd ETF | LQD | Fixed Income | Exchange Traded Funds | 2 | ViewiShares iBoxx $ Invmt Grade Corp Bd ETFCategoriesFund Sheet Asset ClassesFixed Income Fund TypesExchange Traded Funds View Full Screen Updated: November 10, 2026 | fixed-income | exchange-traded-funds | |
| MFS Mid Cap Value I | MCVIX | Equities | Mutual Fund | 2 | ViewMFS Mid Cap Value ICategoriesFund Sheet Asset ClassesEquities Fund TypesMutual Fund View Full Screen Updated: November 10, 2026 | equities | mutual-fund | |
| Morgan Stanley Inst Intl Advtg I | MFAIX | Equities | Mutual Fund | 2 | ViewMorgan Stanley Inst Intl Advtg ICategoriesFund Sheet Asset ClassesEquities Fund TypesMutual Fund View Full Screen Updated: November 10, 2026 | equities | mutual-fund | |
| Principal MidCap S&P 400 Index Inst | MPSIX | Equities | Mutual Fund | 2 | ViewPrincipal MidCap S&P 400 Index InstCategoriesFund Sheet Asset ClassesEquities Fund TypesMutual Fund View Full Screen Updated: November 10, 2026 | equities | mutual-fund | |
| MFS Mid Cap Value R6 | MVCKX | Equities | Mutual Fund | 2 | ViewMFS Mid Cap Value R6CategoriesFund Sheet Asset ClassesEquities Fund TypesMutual Fund View Full Screen Updated: November 10, 2026 | equities | mutual-fund | |
| iShares National Muni Bond ETF | MUB | Fixed Income | Exchange Traded Funds | 2 | ViewiShares National Muni Bond ETFCategoriesFund Sheet Asset ClassesFixed Income Fund TypesExchange Traded Funds View Full Screen Updated: November 10, 2026 | fixed-income | exchange-traded-funds | |
| Nuveen MA Municipal Bond I | NBMAX | Fixed Income | Mutual Fund | 2 | ViewNuveen MA Municipal Bond ICategoriesFund Sheet Asset ClassesFixed Income Fund TypesMutual Fund View Full Screen Updated: November 10, 2026 | fixed-income | mutual-fund | |
| Neuberger Berman Core Bond A | NCRAX | Fixed Income | Mutual Fund | 2 | ViewNeuberger Berman Core Bond ACategoriesFund Sheet Asset ClassesFixed Income Fund TypesMutual Fund View Full Screen Updated: November 10, 2026 | fixed-income | mutual-fund | |
| Nuveen PA Municipal Bond I | NBPAX | Fixed Income | Mutual Fund | 2 | ViewNuveen PA Municipal Bond ICategoriesFund Sheet Asset ClassesFixed Income Fund TypesMutual Fund View Full Screen Updated: November 10, 2026 | fixed-income | mutual-fund | |
| Neuberger Berman Core Bond Inst | NCRLX | Fixed Income | Mutual Fund | 2 | ViewNeuberger Berman Core Bond InstCategoriesFund Sheet Asset ClassesFixed Income Fund TypesMutual Fund View Full Screen Updated: November 10, 2026 | fixed-income | mutual-fund | |
| iShares S&P 100 ETF | OEF | Equities | Exchange Traded Funds | 2 | ViewiShares S&P 100 ETFCategoriesFund Sheet Asset ClassesEquities Fund TypesExchange Traded Funds View Full Screen Updated: November 10, 2026 | equities | exchange-traded-funds | |
| Parnassus Mid-Cap | PARMX | Equities | Mutual Fund | 2 | ViewParnassus Mid-CapCategoriesFund Sheet Asset ClassesEquities Fund TypesMutual Fund View Full Screen Updated: November 10, 2026 | equities | mutual-fund | |
| Pax High Yield Bond Investor | PAXHX | Fixed Income | Mutual Fund | 2 | ViewPax High Yield Bond InvestorCategoriesFund Sheet Asset ClassesFixed Income Fund TypesMutual Fund View Full Screen Updated: November 10, 2026 | fixed-income | mutual-fund | |
| Invesco Preferred ETF | PGX | Fixed Income | Exchange Traded Funds | 2 | ViewInvesco Preferred ETFCategoriesFund Sheet Asset ClassesFixed Income Fund TypesExchange Traded Funds View Full Screen Updated: November 10, 2026 | fixed-income | exchange-traded-funds | |
| Parnassus Mid Cap Institutional | PFPMX | Equities | Mutual Fund | 2 | ViewParnassus Mid Cap InstitutionalCategoriesFund Sheet Asset ClassesEquities Fund TypesMutual Fund View Full Screen Updated: November 10, 2026 | equities | mutual-fund | |
| Trillium ESG Global equities Fund Instl | PORIX | Equities | Mutual Fund | 2 | ViewTrillium ESG Global equities Fund InstlCategoriesFund Sheet Asset ClassesEquities Fund TypesMutual Fund View Full Screen Updated: November 10, 2026 | equities | mutual-fund | |
| Pacific Funds Floating Rate Income I | PLFRX | Fixed Income | Mutual Fund | 2 | ViewPacific Funds Floating Rate Income ICategoriesFund Sheet Asset ClassesFixed Income Fund TypesMutual Fund View Full Screen Updated: November 10, 2026 | fixed-income | mutual-fund | |
| Trillium ESG Global equities Fund Retail | PORTX | Equities | Mutual Fund | 2 | ViewTrillium ESG Global equities Fund RetailCategoriesFund Sheet Asset ClassesEquities Fund TypesMutual Fund View Full Screen Updated: November 10, 2026 | equities | mutual-fund | |
| Parnassus Core equities Investor | PRBLX | Equities | Mutual Fund | 2 | ViewParnassus Core equities InvestorCategoriesFund Sheet Asset ClassesEquities Fund TypesMutual Fund View Full Screen Updated: November 10, 2026 | equities | mutual-fund | |
| Principal Spectrum Pref Secs Actv ETF | PREF | Fixed Income | Exchange Traded Funds | 2 | ViewPrincipal Spectrum Pref Secs Actv ETFCategoriesFund Sheet Asset ClassesFixed Income Fund TypesExchange Traded Funds View Full Screen Updated: November 10, 2026 | fixed-income | exchange-traded-funds | |
| Parnassus Core equities Institutional | PRILX | Equities | Mutual Fund | 2 | ViewParnassus Core equities InstitutionalCategoriesFund Sheet Asset ClassesEquities Fund TypesMutual Fund View Full Screen Updated: November 10, 2026 | equities | mutual-fund | |
| T. Rowe Price High Yield | PRHYX | Fixed Income | Mutual Fund | 2 | ViewT. Rowe Price High YieldCategoriesFund Sheet Asset ClassesFixed Income Fund TypesMutual Fund View Full Screen Updated: March 13, 2023 | fixed-income | mutual-fund | |
| T. Rowe Price Virginia Tax Free Bond | PRVAX | Fixed Income | Mutual Fund | 2 | ViewT. Rowe Price Virginia Tax Free BondCategoriesFund Sheet Asset ClassesFixed Income Fund TypesMutual Fund View Full Screen Updated: November 10, 2026 | fixed-income | mutual-fund | |
| Pax Small Cap Institutional | PXSIX | Equities | Mutual Fund | 2 | ViewPax Small Cap InstitutionalCategoriesFund Sheet Asset ClassesEquities Fund TypesMutual Fund View Full Screen Updated: November 10, 2026 | equities | mutual-fund | |
| Payden Emerging Markets Bond | PYEMX | Fixed Income | Mutual Fund | 2 | ViewPayden Emerging Markets BondCategoriesFund Sheet Asset ClassesFixed Income Fund TypesMutual Fund View Full Screen Updated: November 10, 2026 | fixed-income | mutual-fund | |
| Pear Tree Polaris Foreign Value Instl | QFVIX | Equities | Mutual Fund | 2 | ViewPear Tree Polaris Foreign Value InstlCategoriesFund Sheet Asset ClassesEquities Fund TypesMutual Fund View Full Screen Updated: November 10, 2026 | equities | mutual-fund | |
| Pear Tree Polaris Foreign Value R6 | QFVRX | Equities | Mutual Fund | 2 | ViewPear Tree Polaris Foreign Value R6CategoriesFund Sheet Asset ClassesEquities Fund TypesMutual Fund View Full Screen Updated: November 10, 2026 | equities | mutual-fund | |
| iShares Global REIT ETF | REET | Equities | Exchange Traded Funds | 2 | ViewiShares Global REIT ETFCategoriesFund Sheet Asset ClassesEquities Fund TypesExchange Traded Funds View Full Screen Updated: November 10, 2026 | equities | exchange-traded-funds | |
| RiverNorth Doubleline Strategic Inc I | RNSIX | Fixed Income | Mutual Fund | 2 | ViewRiverNorth Doubleline Strategic Inc ICategoriesFund Sheet Asset ClassesFixed Income Fund TypesMutual Fund View Full Screen Updated: November 10, 2026 | fixed-income | mutual-fund | |
| SPDR® Dow Jones International RelEst ETF | RWX | Equities | Exchange Traded Funds | 2 | ViewSPDR® Dow Jones International RelEst ETFCategoriesFund Sheet Asset ClassesEquities Fund TypesExchange Traded Funds View Full Screen Updated: November 10, 2026 | equities | exchange-traded-funds | |
| ClearBridge Large Cap Growth A | SBLGX | Equities | Mutual Fund | 2 | ViewClearBridge Large Cap Growth ACategoriesFund Sheet Asset ClassesEquities Fund TypesMutual Fund View Full Screen Updated: November 10, 2026 | equities | mutual-fund | |
| ClearBridge Large Cap Growth I | SBLYX | Equities | Mutual Fund | 2 | ViewClearBridge Large Cap Growth ICategoriesFund Sheet Asset ClassesEquities Fund TypesMutual Fund View Full Screen Updated: November 10, 2026 | equities | mutual-fund | |
| iShares 1-3 Year Treasury Bond ETF | SHY | Fixed Income | Exchange Traded Funds | 2 | ViewiShares 1-3 Year Treasury Bond ETFCategoriesFund Sheet Asset ClassesFixed Income Fund TypesExchange Traded Funds View Full Screen Updated: November 10, 2026 | fixed-income | exchange-traded-funds | |
| iShares Short-Term National Muni Bd ETF | SUB | Fixed Income | Exchange Traded Funds | 2 | ViewiShares Short-Term National Muni Bd ETFCategoriesFund Sheet Asset ClassesFixed Income Fund TypesExchange Traded Funds View Full Screen Updated: November 10, 2026 | fixed-income | exchange-traded-funds | |
| SPDR® Portfolio Short Term Corp Bd ETF | SPSB | Fixed Income | Exchange Traded Funds | 2 | ViewSPDR® Portfolio Short Term Corp Bd ETFCategoriesFund Sheet Asset ClassesFixed Income Fund TypesExchange Traded Funds View Full Screen Updated: November 10, 2026 | fixed-income | exchange-traded-funds | |
| iShares TIPS Bond ETF | TIP | Fixed Income | Exchange Traded Funds | 2 | ViewiShares TIPS Bond ETFCategoriesFund Sheet Asset ClassesFixed Income Fund TypesExchange Traded Funds View Full Screen Updated: November 10, 2026 | fixed-income | exchange-traded-funds | |
| iShares 10-20 Year Treasury Bond ETF | TLH | Fixed Income | Exchange Traded Funds | 2 | ViewiShares 10-20 Year Treasury Bond ETFCategoriesFund Sheet Asset ClassesFixed Income Fund TypesExchange Traded Funds View Full Screen Updated: November 10, 2026 | fixed-income | exchange-traded-funds | |
| iShares 20+ Year Treasury Bond ETF | TLT | Fixed Income | Exchange Traded Funds | 2 | ViewiShares 20+ Year Treasury Bond ETFCategoriesFund Sheet Asset ClassesFixed Income Fund TypesExchange Traded Funds View Full Screen Updated: November 10, 2026 | fixed-income | exchange-traded-funds | |
| USAA Tax Exempt Short-Term | USSTX | Fixed Income | Mutual Fund | 2 | ViewUSAA Tax Exempt Short-TermCategoriesFund Sheet Asset ClassesFixed Income Fund TypesMutual Fund View Full Screen Updated: November 10, 2026 | fixed-income | mutual-fund | |
| Vanguard FTSE All-Wld ex-US ETF | VEU | Equities | Exchange Traded Funds | 2 | ViewVanguard FTSE All-Wld ex-US ETFCategoriesFund Sheet Asset ClassesEquities Fund TypesExchange Traded Funds View Full Screen Updated: November 10, 2026 | equities | exchange-traded-funds | |
| Vanguard Inflation-Protected Secs Adm | VAIPX | Fixed Income | Mutual Fund | 2 | ViewVanguard Inflation-Protected Secs AdmCategoriesFund Sheet Asset ClassesFixed Income Fund TypesMutual Fund View Full Screen Updated: November 10, 2026 | fixed-income | mutual-fund | |
| Vanguard 500 Index Admiral | VFIAX | Equities | Mutual Fund | 2 | ViewVanguard 500 Index AdmiralCategoriesFund Sheet Asset ClassesEquities Fund TypesMutual Fund View Full Screen Updated: November 10, 2026 | equities | mutual-fund | |
| Vanguard GNMA Adm | VFIJX | Fixed Income | Mutual Fund | 2 | ViewVanguard GNMA AdmCategoriesFund Sheet Asset ClassesFixed Income Fund TypesMutual Fund View Full Screen Updated: November 10, 2026 | fixed-income | mutual-fund | |
| Vanguard 500 Index Investor | VFINX | Equities | Mutual Fund | 2 | ViewVanguard 500 Index InvestorCategoriesFund Sheet Asset ClassesEquities Fund TypesMutual Fund View Full Screen Updated: November 10, 2026 | equities | mutual-fund | |
| Vanguard Mortgage-Backed Secs ETF | VMBS | Fixed Income | Exchange Traded Funds | 2 | ViewVanguard Mortgage-Backed Secs ETFCategoriesFund Sheet Asset ClassesFixed Income Fund TypesExchange Traded Funds View Full Screen Updated: November 10, 2026 | fixed-income | exchange-traded-funds | |
| Vanguard Real Estate Index Admiral | VGSLX | Equities | Mutual Fund | 2 | ViewVanguard Real Estate Index AdmiralCategoriesFund Sheet Asset ClassesEquities Fund TypesMutual Fund View Full Screen Updated: November 10, 2026 | equities | mutual-fund | |
| Vanguard Real Estate ETF | VNQ | Equities | Exchange Traded Funds | 2 | ViewVanguard Real Estate ETFCategoriesFund Sheet Asset ClassesEquities Fund TypesExchange Traded Funds View Full Screen Updated: November 10, 2026 | equities | exchange-traded-funds | |
| Vanguard Small Cap Index Adm | VSMAX | Equities | Mutual Fund | 2 | ViewVanguard Small Cap Index AdmCategoriesFund Sheet Asset ClassesEquities Fund TypesMutual Fund View Full Screen Updated: November 10, 2026 | equities | mutual-fund | |
| Vanguard Total World Stock ETF | VT | Equities | Exchange Traded Funds | 2 | ViewVanguard Total World Stock ETFCategoriesFund Sheet Asset ClassesEquities Fund TypesExchange Traded Funds View Full Screen Updated: November 10, 2026 | equities | exchange-traded-funds | |
| Vanguard Short-Term Infl-Prot Secs ETF | VTIP | Fixed Income | Exchange Traded Funds | 2 | ViewVanguard Short-Term Infl-Prot Secs ETFCategoriesFund Sheet Asset ClassesFixed Income Fund TypesExchange Traded Funds View Full Screen Updated: November 10, 2026 | fixed-income | exchange-traded-funds | |
| Vanguard Shrt-Term Infl-Prot Sec Idx Adm | VTAPX | Fixed Income | Mutual Fund | 2 | ViewVanguard Shrt-Term Infl-Prot Sec Idx AdmCategoriesFund Sheet Asset ClassesFixed Income Fund TypesMutual Fund View Full Screen Updated: November 10, 2026 | fixed-income | mutual-fund | |
| Vanguard Total World Stock Index Admiral | VTWAX | Equities | Mutual Fund | 2 | ViewVanguard Total World Stock Index AdmiralCategoriesFund Sheet Asset ClassesEquities Fund TypesMutual Fund View Full Screen Updated: November 10, 2026 | equities | mutual-fund | |
| Vanguard FTSE Emerging Markets ETF | VWO | Equities | Exchange Traded Funds | 2 | ViewVanguard FTSE Emerging Markets ETFCategoriesFund Sheet Asset ClassesEquities Fund TypesExchange Traded Funds View Full Screen Updated: November 10, 2026 | equities | exchange-traded-funds | |
| Materials Select Sector SPDR® ETF | XLB | Equities | Exchange Traded Funds | 2 | ViewMaterials Select Sector SPDR® ETFCategoriesFund Sheet Asset ClassesEquities Fund TypesExchange Traded Funds View Full Screen Updated: November 10, 2026 | equities | exchange-traded-funds | |
| Communication Services Sel Sect SPDR® ETF | XLC | Equities | Exchange Traded Funds | 2 | ViewCommunication Services Sel Sect SPDR® ETFCategoriesFund Sheet Asset ClassesEquities Fund TypesExchange Traded Funds View Full Screen Updated: November 10, 2026 | equities | exchange-traded-funds | |
| Energy Select Sector SPDR® ETF | XLE | Equities | Exchange Traded Funds | 2 | ViewEnergy Select Sector SPDR® ETFCategoriesFund Sheet Asset ClassesEquities Fund TypesExchange Traded Funds View Full Screen Updated: November 10, 2026 | equities | exchange-traded-funds | |
| Financial Select Sector SPDR® ETF | XLF | Equities | Exchange Traded Funds | 2 | ViewFinancial Select Sector SPDR® ETFCategoriesFund Sheet Asset ClassesEquities Fund TypesExchange Traded Funds View Full Screen Updated: November 10, 2026 | equities | exchange-traded-funds | |
| Industrial Select Sector SPDR® ETF | XLI | Equities | Exchange Traded Funds | 2 | ViewIndustrial Select Sector SPDR® ETFCategoriesFund Sheet Asset ClassesEquities Fund TypesExchange Traded Funds View Full Screen Updated: November 10, 2026 | equities | exchange-traded-funds | |
| Technology Select Sector SPDR® ETF | XLK | Equities | Exchange Traded Funds | 2 | ViewTechnology Select Sector SPDR® ETFCategoriesFund Sheet Asset ClassesEquities Fund TypesExchange Traded Funds View Full Screen Updated: November 10, 2026 | equities | exchange-traded-funds | |
| Consumer Staples Select Sector SPDR® ETF | XLP | Equities | Exchange Traded Funds | 2 | ViewConsumer Staples Select Sector SPDR® ETFCategoriesFund Sheet Asset ClassesEquities Fund TypesExchange Traded Funds View Full Screen Updated: November 10, 2026 | equities | exchange-traded-funds | |
| Real Estate Select Sector SPDR® | XLRE | Equities | Exchange Traded Funds | 2 | ViewReal Estate Select Sector SPDR®CategoriesFund Sheet Asset ClassesEquities Fund TypesExchange Traded Funds View Full Screen Updated: November 10, 2026 | equities | exchange-traded-funds | |
| Utilities Select Sector SPDR® ETF | XLU | Equities | Exchange Traded Funds | 2 | ViewUtilities Select Sector SPDR® ETFCategoriesFund Sheet Asset ClassesEquities Fund TypesExchange Traded Funds View Full Screen Updated: November 10, 2026 | equities | exchange-traded-funds | |
| Health Care Select Sector SPDR® ETF | XLV | Equities | Exchange Traded Funds | 2 | ViewHealth Care Select Sector SPDR® ETFCategoriesFund Sheet Asset ClassesEquities Fund TypesExchange Traded Funds View Full Screen Updated: November 10, 2026 | equities | exchange-traded-funds | |
| Consumer Discret Sel Sect SPDR® ETF | XLY | Equities | Exchange Traded Funds | 2 | ViewConsumer Discret Sel Sect SPDR® ETFCategoriesFund Sheet Asset ClassesEquities Fund TypesExchange Traded Funds View Full Screen Updated: November 10, 2026 | equities | exchange-traded-funds | |
| iShares S&P 500 Value ETF | IVE | Equities | Exchange Traded Funds | 2 | ViewiShares S&P 500 Value ETFCategoriesFund Sheet Asset ClassesEquities Fund TypesExchange Traded Funds View Full Screen Updated: November 10, 2026 | equities | exchange-traded-funds |
| Image | Title | Summary | Topics | hf:tax:topic | ||
|---|---|---|---|---|---|---|
| Chart Solutions | 2 | View | ||||
| S&P 500 Annual Return and Max Drawdowns | Chart showing S&P 500 annual return and max drawdown during each year. | 2 | ViewS&P 500 Annual Return and Max DrawdownsChart showing S&P 500 annual return and max drawdown during each year. CategoriesCharts View Full Screen Updated: February 4, 2026 | |||
| U.S. Large Cap vs. Small Cap Return | Chart showing S&P 500 rolling 1 year return vs Russell 2000. | 2 | ViewU.S. Large Cap vs. Small Cap ReturnChart showing S&P 500 rolling 1 year return vs Russell 2000. CategoriesCharts View Full Screen Updated: February 4, 2026 | |||
| Building the Future Economy | Chart showing data center construction spending to support AI. | 2 | ViewBuilding the Future EconomyChart showing data center construction spending to support AI. CategoriesCharts View Full Screen Updated: February 4, 2026 | |||
| Historical U.S. Inflation Cycles | Chart showing a comparison of historical inflation cycles. | 2 | ViewHistorical U.S. Inflation CyclesChart showing a comparison of historical inflation cycles. CategoriesCharts View Full Screen Updated: February 4, 2026 | |||
| Periodic Table of U.S. Stock Styles | Chart showing periodic table of stock style indexes total returns. | 2 | ViewPeriodic Table of U.S. Stock StylesChart showing periodic table of stock style indexes total returns. CategoriesCharts View Full Screen Updated: February 4, 2026 | |||
| U.S. Unemployment Rate | Chart showing unemployment rate. | 2 | ViewU.S. Unemployment RateChart showing unemployment rate. CategoriesCharts View Full Screen Updated: February 4, 2026 | |||
| U.S. High Yield Index Spread | Chart showing U.S. high yield index spread over 10 year U.S. Treasuries. | 2 | ViewU.S. High Yield Index SpreadChart showing U.S. high yield index spread over 10 year U.S. Treasuries. CategoriesCharts View Full Screen Updated: February 4, 2026 | |||
| The Cost of Market Timing | Chart showing the cost of market timing. Total annualized return of the S&P 500. | 2 | ViewThe Cost of Market TimingChart showing the cost of market timing. Total annualized return of the S&P 500. CategoriesCharts View Full Screen Updated: February 4, 2026 | |||
| S&P 500 Sector Earnings Growth Forecast | Earnings Growth Forecast. | 2 | ViewS&P 500 Sector Earnings Growth ForecastEarnings Growth Forecast. CategoriesCharts View Full Screen Updated: February 4, 2026 | |||
| Periodic Table of Investments | Chart showing periodic table of investments showing asset class total returns. | 2 | ViewPeriodic Table of InvestmentsChart showing periodic table of investments showing asset class total returns. CategoriesCharts View Full Screen Updated: February 4, 2026 | |||
| Historical Return Ranges | Historical return ranges for stocks and bonds. | 2 | ViewHistorical Return RangesHistorical return ranges for stocks and bonds. CategoriesCharts View Full Screen Updated: February 4, 2026 | |||
| Global Economic Growth Forecast | Gross Domestic Product, Growth Forecast. | 2 | ViewGlobal Economic Growth ForecastGross Domestic Product, Growth Forecast. CategoriesCharts View Full Screen Updated: February 4, 2026 | |||
| Global Earnings Growth Forecast | Earnings Growth Forecast. | 2 | ViewGlobal Earnings Growth ForecastEarnings Growth Forecast. CategoriesCharts View Full Screen Updated: February 4, 2026 | |||
| Asset Class Return vs. Risk Scatter | Chart showing asset class risk vs. return scatter. | 2 | ViewAsset Class Return vs. Risk ScatterChart showing asset class risk vs. return scatter. CategoriesCharts View Full Screen Updated: February 4, 2026 | |||
| Asset Class Performance | Showing performance by asset class. | 2 | ViewAsset Class PerformanceShowing performance by asset class. CategoriesCharts View Full Screen Updated: February 4, 2026 | |||
| Asset Allocation 20 Year Statistics | Chart showing Asset Allocation: 20 Year Statistics. | 2 | ViewAsset Allocation 20 Year StatisticsChart showing Asset Allocation: 20 Year Statistics. CategoriesCharts View Full Screen Updated: February 4, 2026 |
| Image | Title | Summary | Categories | Topics | hf:tax:vendor | hf:tax:topic | ||
|---|---|---|---|---|---|---|---|---|
| Client Privacy Notice | A privacy notice is a regulatory requirement that serves to transparently inform clients about how their nonpublic personal information (NPI) is collected, shared, and protected, while also outlining their rights to impose limitations on certain sharing practices. | Policies | Compliance | 2 | ViewClient Privacy NoticeA privacy notice is a regulatory requirement that serves to transparently inform clients about how their nonpublic personal information (NPI) is collected, shared, and protected, while also outlining their rights to impose limitations on certain sharing practices. CategoriesVendor Management, Compliance TopicsCompliance View Full Screen Updated: April 8, 2026 | policies | compliance | |
| Form CRS | Form CRS is a client relationship summary which contains important information about the adviser. | CRS | Compliance | 2 | ViewForm CRSForm CRS is a client relationship summary which contains important information about the adviser. CategoriesVendor Management, Compliance TopicsCompliance View Full Screen Updated: April 8, 2026 | crs | compliance | |
| Part 2A of Form ADV | The Form ADV is the uniform form used by investment advisors to register with both the Securities and Exchange Commission (SEC) and state securities authorities. | ADV | Compliance | 2 | ViewPart 2A of Form ADVThe Form ADV is the uniform form used by investment advisors to register with both the Securities and Exchange Commission (SEC) and state securities authorities. CategoriesVendor Management, Compliance TopicsCompliance View Full Screen Updated: April 8, 2026 | adv | compliance | |
| Part 2B of Form ADV | The Form ADV is the uniform form used by investment advisors to register with both the Securities and Exchange Commission (SEC) and state securities authorities. | ADV | Compliance | 2 | ViewPart 2B of Form ADVThe Form ADV is the uniform form used by investment advisors to register with both the Securities and Exchange Commission (SEC) and state securities authorities. CategoriesVendor Management, Compliance TopicsCompliance View Full Screen Updated: April 8, 2026 | adv | compliance | |
| Liability, Errors & Omissions & Cyber Certificate of Insurance | Certificates of Liability Insurance confirming active coverage, including General Liability, Umbrella Liability, Cyber and Errors & Omissions (E&O). | Insurance Certificates | Compliance | 2 | ViewLiability, Errors & Omissions & Cyber Certificate of InsuranceCertificates of Liability Insurance confirming active coverage, including General Liability, Umbrella Liability, Cyber and Errors & Omissions (E&O). CategoriesVendor Management TopicsCompliance View Full Screen Updated: February 23, 2026 | insurance-certificates | compliance | |
| Workers Compensation Certificate of Insurance | Certificate of Workers’ Compensation Insurance confirming active coverage. | Insurance Certificates | Compliance | 2 | ViewWorkers Compensation Certificate of InsuranceCertificate of Workers’ Compensation Insurance confirming active coverage. CategoriesVendor Management, Compliance TopicsCompliance View Full Screen Updated: February 18, 2026 | insurance-certificates | compliance |
