The Toolbox · Tear-Sheets

Analysis Reports

Full interactive tear-sheets on the biggest names at the table — moat, financials vs. industry, analyst consensus, and a five-year chart with RSI. Read the hand history before you put chips in.

Stocks 628 ETFs 48 Crypto 5 Bonds & cash 24

Technology 109

1810.HK

Xiaomi Corporation

CONSUMER ELECTRONICSGLOBAL HKEX
2317.TW

Hon Hai Precision Industry (Foxconn)

ELECTRONIC COMPONENTSGLOBAL TWSE
2454.TW

MediaTek

SEMICONDUCTORSGLOBAL TWSE
6857.T

Advantest

SEMICONDUCTOR EQUIPMENT & MATERIALSGLOBAL TSE
6861.T

Keyence

SCIENTIFIC & TECHNICAL INSTRUMENTSGLOBAL TSE
8035.T

Tokyo Electron Limited

SEMICONDUCTOR EQUIPMENT & MATERIALSGLOBAL TSE
AAPL

Apple Inc.

CONSUMER ELECTRONICSS&P 500NDXDOW
ACN

Accenture

INFORMATION TECHNOLOGY SERVICESS&P 500
ADBE

Adobe Inc.

SOFTWARE - INFRASTRUCTURES&P 500NDX
ADI

Analog Devices, Inc.

SEMICONDUCTORSS&P 500NDX
ADP

Automatic Data Processing

SOFTWARE - APPLICATIONS&P 500NDX
ADSK

Autodesk

SOFTWARE - APPLICATIONS&P 500NDX
ADYEN.AS

Adyen

SOFTWARE - INFRASTRUCTUREGLOBAL EURONEXT
AKAM

Akamai Technologies, Inc.

SOFTWARE - INFRASTRUCTURES&P 500
ALAB

Astera Labs

SEMICONDUCTORSNDX
AMAT

Applied Materials, Inc.

SEMICONDUCTOR EQUIPMENT & MATERIALSS&P 500NDX
AMD

Advanced Micro Devices

SEMICONDUCTORSS&P 500NDX
ANET

Arista Networks Inc.

COMPUTER HARDWARES&P 500
APH

Amphenol Corporation

ELECTRONIC COMPONENTSS&P 500
ARM

Arm Holdings plc

SEMICONDUCTORSNDX
ASML

ASML Holding

SEMICONDUCTOR EQUIPMENT & MATERIALSNDX
AVGO

Broadcom Inc.

SEMICONDUCTORSS&P 500NDX
BR

Broadridge Financial Solutions

INFORMATION TECHNOLOGY SERVICESS&P 500
CDNS

Cadence Design Systems

SOFTWARE - APPLICATIONS&P 500NDX
CDW

CDW Corporation

INFORMATION TECHNOLOGY SERVICESS&P 500
CIEN

Ciena Corporation

COMMUNICATION EQUIPMENTS&P 500
CLS

Celestica Inc.

ELECTRONIC COMPONENTSGLOBAL TSX
COHR

Coherent Corp.

SCIENTIFIC & TECHNICAL INSTRUMENTSS&P 500
CRM

Salesforce

SOFTWARE - APPLICATIONS&P 500DOW
CRWD

CrowdStrike Holdings

SOFTWARE - INFRASTRUCTURES&P 500NDX
CRWV

CoreWeave

SOFTWARE - INFRASTRUCTURENDX
CSCO

Cisco Systems, Inc.

COMMUNICATION EQUIPMENTS&P 500NDXDOW
CTSH

Cognizant Technology Solutions

INFORMATION TECHNOLOGY SERVICESS&P 500
DDOG

Datadog

SOFTWARE - APPLICATIONS&P 500NDX
DELL

Dell Technologies Inc.

COMPUTER HARDWARES&P 500
ERIC

Ericsson

COMMUNICATION EQUIPMENTGLOBAL STOCKHOLM
FFIV

F5, Inc.

SOFTWARE - INFRASTRUCTURES&P 500
FISV

Fiserv, Inc.

SOFTWARE - APPLICATIONS&P 500
FICO

Fair Isaac Corporation

SOFTWARE - APPLICATIONS&P 500
FIS

Fidelity National Information Services, Inc.

INFORMATION TECHNOLOGY SERVICESS&P 500
FLEX

Flex Ltd.

ELECTRONIC COMPONENTSS&P 500
FSLR

First Solar

SOLARS&P 500
FTNT

Fortinet

SOFTWARE - INFRASTRUCTURES&P 500NDX
FTV

Fortive Corporation

SCIENTIFIC & TECHNICAL INSTRUMENTSS&P 500
GDDY

GoDaddy Inc.

SOFTWARE - INFRASTRUCTURES&P 500
GEN

Gen Digital Inc.

SOFTWARE - INFRASTRUCTURES&P 500
GLW

Corning

ELECTRONIC COMPONENTSS&P 500
GRMN

Garmin Ltd.

SCIENTIFIC & TECHNICAL INSTRUMENTSS&P 500
HPE

Hewlett Packard Enterprise

COMMUNICATION EQUIPMENTS&P 500
HPQ

HP Inc.

COMPUTER HARDWARES&P 500
IBM

IBM Corporation

INFORMATION TECHNOLOGY SERVICESS&P 500DOW
IFX.DE

Infineon Technologies

SEMICONDUCTORSGLOBAL XETRA
INFY

Infosys

INFORMATION TECHNOLOGY SERVICESGLOBAL NSE
INTC

Intel Corporation

SEMICONDUCTORSS&P 500NDX
INTU

Intuit

SOFTWARE - APPLICATIONS&P 500NDX
IT

Gartner, Inc.

INFORMATION TECHNOLOGY SERVICESS&P 500
JBL

Jabil Inc.

ELECTRONIC COMPONENTSS&P 500
JKHY

Jack Henry & Associates, Inc.

INFORMATION TECHNOLOGY SERVICESS&P 500
KEYS

Keysight Technologies

SCIENTIFIC & TECHNICAL INSTRUMENTSS&P 500
KLAC

KLA Corporation

SEMICONDUCTOR EQUIPMENT & MATERIALSS&P 500NDX
LDOS

Leidos Holdings, Inc.

INFORMATION TECHNOLOGY SERVICESS&P 500
LITE

Lumentum Holdings

COMMUNICATION EQUIPMENTS&P 500NDX
LRCX

Lam Research Corporation

SEMICONDUCTOR EQUIPMENT & MATERIALSS&P 500NDX
MCHP

Microchip Technology

SEMICONDUCTORSS&P 500NDX
MPWR

Monolithic Power Systems

SEMICONDUCTORSS&P 500NDX
MRVL

Marvell Technology

SEMICONDUCTORSS&P 500NDX
MSFT

Microsoft Corporation

SOFTWARE - INFRASTRUCTURES&P 500NDXDOW
MSI

Motorola Solutions, Inc.

COMMUNICATION EQUIPMENTS&P 500
MSTR

Strategy Inc

SOFTWARE - APPLICATIONNDX
MU

Micron Technology, Inc.

SEMICONDUCTORSS&P 500NDX
NOW

ServiceNow, Inc.

SOFTWARE - APPLICATIONS&P 500
NTAP

NetApp, Inc.

SOFTWARE - INFRASTRUCTURES&P 500
NVDA

NVIDIA

SEMICONDUCTORSS&P 500NDXDOW
NXPI

NXP Semiconductors

SEMICONDUCTORSS&P 500NDX
ON

ON Semiconductor Corporation

SEMICONDUCTORSS&P 500
ORCL

Oracle Corporation

SOFTWARE - INFRASTRUCTURES&P 500
P

Everpure, Inc.

COMPUTER HARDWARES&P 500
PANW

Palo Alto Networks

SOFTWARE - INFRASTRUCTURES&P 500NDX
PAYX

Paychex

SOFTWARE - APPLICATIONS&P 500NDX
PLTR

Palantir Technologies

SOFTWARE - INFRASTRUCTURES&P 500NDX
PTC

PTC Inc.

SOFTWARE - APPLICATIONS&P 500
Q

Qnity Electronics

SEMICONDUCTOR EQUIPMENT & MATERIALSS&P 500
QCOM

QUALCOMM Incorporated

SEMICONDUCTORSS&P 500NDX
ROP

Roper Technologies

SOFTWARE - APPLICATIONS&P 500NDX
005930.KS

Samsung Electronics

SEMICONDUCTORSGLOBAL KRX
SAP

SAP SE

SOFTWARE - APPLICATIONGLOBAL XETRA
SHOP

Shopify

SOFTWARE - APPLICATIONNDX
000660.KS

SK hynix Inc.

SEMICONDUCTORSGLOBAL KRX
SMCI

Super Micro Computer, Inc.

COMPUTER HARDWARES&P 500
SNDK

SanDisk Corporation

SEMICONDUCTORSS&P 500NDX
SNPS

Synopsys

SOFTWARE - INFRASTRUCTURES&P 500NDX
SONY

Sony Group Corporation

CONSUMER ELECTRONICSGLOBAL TSE
STX

Seagate Technology

COMPUTER HARDWARES&P 500NDX
SWKS

Skyworks Solutions, Inc.

SEMICONDUCTORSS&P 500
TCS.NS

Tata Consultancy Services

INFORMATION TECHNOLOGY SERVICESGLOBAL NSE
TDY

Teledyne Technologies

SCIENTIFIC & TECHNICAL INSTRUMENTSS&P 500
TEL

TE Connectivity

ELECTRONIC COMPONENTSS&P 500
TER

Teradyne

SEMICONDUCTOR EQUIPMENT & MATERIALSS&P 500NDX
TRMB

Trimble Inc.

SCIENTIFIC & TECHNICAL INSTRUMENTSS&P 500
TSM

Taiwan Semiconductor Manufacturing

SEMICONDUCTORSGLOBAL TWSE
TWLO

Twilio Inc.

SOFTWARE - INFRASTRUCTURES&P 500
TXN

Texas Instruments

SEMICONDUCTORSS&P 500NDX
TYL

Tyler Technologies, Inc.

SOFTWARE - APPLICATIONS&P 500
UBER

Uber Technologies, Inc.

SOFTWARE - APPLICATIONS&P 500
VRSN

VeriSign, Inc.

SOFTWARE - INFRASTRUCTURES&P 500
WDAY

Workday

SOFTWARE - APPLICATIONS&P 500NDX
WDC

Western Digital

COMPUTER HARDWARES&P 500NDX
XYZ

Block, Inc.

SOFTWARE - INFRASTRUCTURES&P 500
ZBRA

Zebra Technologies Corporation

COMMUNICATION EQUIPMENTS&P 500

Communication Services 26

Consumer Discretionary 67

1211.HK

BYD Company

AUTO MANUFACTURERSGLOBAL HKEX
3690.HK

Meituan

INTERNET RETAILGLOBAL HKEX
ABNB

Airbnb

TRAVEL SERVICESS&P 500NDX
AMZN

Amazon.com, Inc.

INTERNET RETAILS&P 500NDXDOW
APTV

Aptiv PLC

AUTO PARTSS&P 500
AZO

AutoZone, Inc.

AUTO PARTSS&P 500
BABA

Alibaba Group

INTERNET RETAILGLOBAL HKEX
BBY

Best Buy Co., Inc.

SPECIALTY RETAILS&P 500
BKNG

Booking Holdings Inc.

TRAVEL SERVICESS&P 500NDX
BMW.DE

BMW

AUTO MANUFACTURERSGLOBAL XETRA
CCL

Carnival

TRAVEL SERVICESS&P 500
CFR.SW

Compagnie Financière Richemont

LUXURY GOODSGLOBAL SIX
CMG

Chipotle Mexican Grill

RESTAURANTSS&P 500
CVNA

Carvana Co.

AUTO & TRUCK DEALERSHIPSS&P 500
DASH

DoorDash

INTERNET RETAILS&P 500NDX
DECK

Deckers Outdoor Corporation

FOOTWEAR & ACCESSORIESS&P 500
DHI

D.R. Horton, Inc.

RESIDENTIAL CONSTRUCTIONS&P 500
DPZ

Domino's Pizza, Inc.

RESTAURANTSS&P 500
DRI

Darden Restaurants

RESTAURANTSS&P 500
EBAY

eBay Inc.

INTERNET RETAILS&P 500
EXPE

Expedia Group, Inc.

TRAVEL SERVICESS&P 500
F

Ford Motor Company

AUTO MANUFACTURERSS&P 500
9983.T

Fast Retailing (UNIQLO)

APPAREL RETAILGLOBAL TSE
FLUT

Flutter Entertainment

GAMBLINGGLOBAL NYSE
GM

General Motors

AUTO MANUFACTURERSS&P 500
GPC

Genuine Parts Company

AUTO PARTSS&P 500
HAS

Hasbro, Inc.

LEISURES&P 500
HD

The Home Depot, Inc.

HOME IMPROVEMENT RETAILS&P 500DOW
RMS.PA

Hermès International

LUXURY GOODSGLOBAL EURONEXT
HLT

Hilton Worldwide

LODGINGS&P 500
005380.KS

Hyundai Motor Company

AUTO MANUFACTURERSGLOBAL KRX
ITX.MC

Inditex

APPAREL RETAILGLOBAL BME
JD

JD.com

INTERNET RETAILGLOBAL HKEX
LEN

Lennar Corporation

RESIDENTIAL CONSTRUCTIONS&P 500
LOW

Lowe's Companies, Inc.

HOME IMPROVEMENT RETAILS&P 500
LULU

lululemon athletica inc.

APPAREL RETAILS&P 500
LVS

Las Vegas Sands

RESORTS & CASINOSS&P 500
MAR

Marriott International

LODGINGS&P 500NDX
MC.PA

LVMH Moët Hennessy Louis Vuitton

LUXURY GOODSGLOBAL EURONEXT
MCD

McDonald's Corporation

RESTAURANTSS&P 500DOW
MELI

MercadoLibre

INTERNET RETAILNDX
MBG.DE

Mercedes-Benz Group

AUTO MANUFACTURERSGLOBAL XETRA
MGM

MGM Resorts International

RESORTS & CASINOSS&P 500
NCLH

Norwegian Cruise Line Holdings Ltd.

TRAVEL SERVICESS&P 500
NKE

NIKE, Inc.

FOOTWEAR & ACCESSORIESS&P 500DOW
NVR

NVR, Inc.

RESIDENTIAL CONSTRUCTIONS&P 500
ORLY

O'Reilly Automotive, Inc.

AUTO PARTSS&P 500NDX
PDD

PDD Holdings

INTERNET RETAILNDX
PHM

PulteGroup, Inc.

RESIDENTIAL CONSTRUCTIONS&P 500
PRX.AS

Prosus

INTERNET RETAILGLOBAL EURONEXT
RACE

Ferrari N.V.

AUTO MANUFACTURERSGLOBAL EURONEXT
RCL

Royal Caribbean

TRAVEL SERVICESS&P 500
RL

Ralph Lauren Corporation

LUXURY GOODSS&P 500
ROST

Ross Stores

APPAREL RETAILS&P 500NDX
SBUX

Starbucks

RESTAURANTSS&P 500NDX
SE

Sea Limited

INTERNET RETAILGLOBAL NYSE
TCOM

Trip.com Group

TRAVEL SERVICESGLOBAL HKEX
TJX

The TJX Companies, Inc.

APPAREL RETAILS&P 500
TM

Toyota Motor Corporation

AUTO MANUFACTURERSGLOBAL TSE
TPR

Tapestry, Inc.

LUXURY GOODSS&P 500
TSCO

Tractor Supply Company

SPECIALTY RETAILS&P 500
TSLA

Tesla

AUTO MANUFACTURERSS&P 500NDX
ULTA

Ulta Beauty, Inc.

SPECIALTY RETAILS&P 500
VOW3.DE

Volkswagen AG

AUTO MANUFACTURERSGLOBAL XETRA
WSM

Williams-Sonoma, Inc.

SPECIALTY RETAILS&P 500
WYNN

Wynn Resorts, Limited

RESORTS & CASINOSS&P 500
YUM

Yum! Brands, Inc.

RESTAURANTSS&P 500

Consumer Staples 42

600519.SS

Kweichow Moutai

BEVERAGES - WINERIES & DISTILLERIESGLOBAL SSE
ADM

Archer-Daniels-Midland

FARM PRODUCTSS&P 500
BF.B

Brown-Forman Corporation (Class B)

BEVERAGES - WINERIES & DISTILLERIESS&P 500
BG

Bunge Global SA

FARM PRODUCTSS&P 500
BTI

British American Tobacco

TOBACCOGLOBAL LSE
BUD

Anheuser-Busch InBev

BEVERAGES - BREWERSGLOBAL EURONEXT
CASY

Casey's General Stores

SPECIALTY RETAILS&P 500
CCEP

Coca-Cola Europacific Partners

BEVERAGES - NON-ALCOHOLICNDX
CHD

Church & Dwight

HOUSEHOLD & PERSONAL PRODUCTSS&P 500
CL

Colgate-Palmolive Company

HOUSEHOLD & PERSONAL PRODUCTSS&P 500
CLX

The Clorox Company

HOUSEHOLD & PERSONAL PRODUCTSS&P 500
COST

Costco Wholesale

DISCOUNT STORESS&P 500NDX
DEO

Diageo

BEVERAGES - WINERIES & DISTILLERIESGLOBAL LSE
DG

Dollar General

DISCOUNT STORESS&P 500
DLTR

Dollar Tree, Inc.

DISCOUNT STORESS&P 500
EL

The Estee Lauder Companies

HOUSEHOLD & PERSONAL PRODUCTSS&P 500
GIS

General Mills, Inc.

PACKAGED FOODSS&P 500
HRL

Hormel Foods Corporation

PACKAGED FOODSS&P 500
HSY

The Hershey Company

CONFECTIONERSS&P 500
KDP

Keurig Dr Pepper

BEVERAGES - NON-ALCOHOLICS&P 500NDX
KHC

Kraft Heinz

PACKAGED FOODSS&P 500
KMB

Kimberly-Clark Corporation

HOUSEHOLD & PERSONAL PRODUCTSS&P 500
KO

The Coca-Cola Company

BEVERAGES - NON-ALCOHOLICS&P 500DOW
KR

The Kroger Co.

GROCERY STORESS&P 500
KVUE

Kenvue Inc.

HOUSEHOLD & PERSONAL PRODUCTSS&P 500
MDLZ

Mondelez International

CONFECTIONERSS&P 500NDX
MKC

McCormick & Company, Incorporated

PACKAGED FOODSS&P 500
MNST

Monster Beverage

BEVERAGES - NON-ALCOHOLICS&P 500NDX
MO

Altria Group, Inc.

TOBACCOS&P 500
NESN.SW

Nestlé

PACKAGED FOODSGLOBAL SIX
OR.PA

L'Oréal

HOUSEHOLD & PERSONAL PRODUCTSGLOBAL EURONEXT
PEP

PepsiCo, Inc.

BEVERAGES - NON-ALCOHOLICS&P 500NDX
PG

Procter & Gamble

HOUSEHOLD & PERSONAL PRODUCTSS&P 500DOW
PM

Philip Morris Int'l

TOBACCOS&P 500
SJM

The J. M. Smucker Company

PACKAGED FOODSS&P 500
STZ

Constellation Brands, Inc.

BEVERAGES - BREWERSS&P 500
SYY

Sysco Corporation

FOOD DISTRIBUTIONS&P 500
TGT

Target Corporation

DISCOUNT STORESS&P 500
TSN

Tyson Foods, Inc.

FARM PRODUCTSS&P 500
UL

Unilever PLC

HOUSEHOLD & PERSONAL PRODUCTSGLOBAL LSE
VYLR

Vylor Inc.

AGRICULTURAL INPUTSS&P 500
WMT

Walmart Inc.

DISCOUNT STORESS&P 500NDXDOW

Healthcare 70

A

Agilent Technologies

DIAGNOSTICS & RESEARCHS&P 500
ABBV

AbbVie Inc.

DRUG MANUFACTURERS - GENERALS&P 500
ABT

Abbott Laboratories

MEDICAL DEVICESS&P 500
ALGN

Align Technology, Inc.

MEDICAL INSTRUMENTS & SUPPLIESS&P 500
ALNY

Alnylam Pharmaceuticals

BIOTECHNOLOGYNDX
AMGN

Amgen Inc.

DRUG MANUFACTURERS - GENERALS&P 500NDXDOW
AZN

AstraZeneca PLC

DRUG MANUFACTURERS - GENERALGLOBAL LSE
BAX

Baxter International Inc.

MEDICAL INSTRUMENTS & SUPPLIESS&P 500
BDX

Becton, Dickinson and Company

MEDICAL INSTRUMENTS & SUPPLIESS&P 500
BIIB

Biogen Inc.

BIOTECHNOLOGYS&P 500
BMY

Bristol-Myers Squibb

DRUG MANUFACTURERS - GENERALS&P 500
BSX

Boston Scientific Corp.

MEDICAL DEVICESS&P 500
CAH

Cardinal Health

MEDICAL DISTRIBUTIONS&P 500
CI

The Cigna Group

HEALTHCARE PLANSS&P 500
CNC

Centene Corporation

HEALTHCARE PLANSS&P 500
COO

The Cooper Companies, Inc.

MEDICAL INSTRUMENTS & SUPPLIESS&P 500
COR

Cencora, Inc.

MEDICAL DISTRIBUTIONS&P 500
CRL

Charles River Laboratories International, Inc.

DIAGNOSTICS & RESEARCHS&P 500
CSL.AX

CSL Limited

BIOTECHNOLOGYGLOBAL ASX
CVS

CVS Health

HEALTHCARE PLANSS&P 500
DGX

Quest Diagnostics

DIAGNOSTICS & RESEARCHS&P 500
DHR

Danaher

DIAGNOSTICS & RESEARCHS&P 500
DVA

DaVita Inc.

MEDICAL CARE FACILITIESS&P 500
DXCM

DexCom

MEDICAL DEVICESS&P 500NDX
ELV

Elevance Health, Inc.

HEALTHCARE PLANSS&P 500
EL.PA

EssilorLuxottica

MEDICAL INSTRUMENTS & SUPPLIESGLOBAL EURONEXT
EW

Edwards Lifesciences

MEDICAL DEVICESS&P 500
GEHC

GE HealthCare

MEDICAL DEVICESS&P 500NDX
GILD

Gilead Sciences, Inc.

DRUG MANUFACTURERS - GENERALS&P 500NDX
GSK

GSK plc

DRUG MANUFACTURERS - GENERALGLOBAL LSE
HCA

HCA Healthcare

MEDICAL CARE FACILITIESS&P 500
HSIC

Henry Schein, Inc.

MEDICAL DISTRIBUTIONS&P 500
HUM

Humana Inc.

HEALTHCARE PLANSS&P 500
IDXX

IDEXX Laboratories

DIAGNOSTICS & RESEARCHS&P 500NDX
ILMN

Illumina, Inc.

DIAGNOSTICS & RESEARCHS&P 500
INCY

Incyte Corporation

BIOTECHNOLOGYS&P 500
IQV

IQVIA Holdings Inc.

DIAGNOSTICS & RESEARCHS&P 500
ISRG

Intuitive Surgical, Inc.

MEDICAL INSTRUMENTS & SUPPLIESS&P 500NDX
JNJ

Johnson & Johnson

DRUG MANUFACTURERS - GENERALS&P 500DOW
LH

Labcorp Holdings Inc.

DIAGNOSTICS & RESEARCHS&P 500
LLY

Eli Lilly and Company

DRUG MANUFACTURERS - GENERALS&P 500
MCK

McKesson Corporation

MEDICAL DISTRIBUTIONS&P 500
MDT

Medtronic plc

MEDICAL DEVICESS&P 500
MRK

Merck & Co., Inc.

DRUG MANUFACTURERS - GENERALS&P 500DOW
MRNA

Moderna, Inc.

BIOTECHNOLOGYS&P 500NDX
MTD

Mettler-Toledo International

DIAGNOSTICS & RESEARCHS&P 500
NVO

Novo Nordisk A/S

DRUG MANUFACTURERS - GENERALGLOBAL CPH
NVS

Novartis AG

DRUG MANUFACTURERS - GENERALGLOBAL SIX
PFE

Pfizer Inc.

DRUG MANUFACTURERS - GENERALS&P 500
PODD

Insulet Corporation

MEDICAL DEVICESS&P 500
REGN

Regeneron Pharmaceuticals

BIOTECHNOLOGYS&P 500NDX
RMD

ResMed Inc.

MEDICAL DEVICESS&P 500
ROP.SW

Roche Holding AG

DRUG MANUFACTURERS - GENERALGLOBAL SIX
RVTY

Revvity, Inc.

DIAGNOSTICS & RESEARCHS&P 500
SNY

Sanofi

DRUG MANUFACTURERS - GENERALGLOBAL EURONEXT
SOLV

Solventum Corporation

MEDICAL INSTRUMENTS & SUPPLIESS&P 500
STE

STERIS plc

MEDICAL DEVICESS&P 500
SYK

Stryker Corporation

MEDICAL DEVICESS&P 500
TAK

Takeda Pharmaceutical

DRUG MANUFACTURERS - GENERALGLOBAL TSE
TECH

Bio-Techne Corporation

DIAGNOSTICS & RESEARCHS&P 500
TMO

Thermo Fisher Scientific

DIAGNOSTICS & RESEARCHS&P 500
UHS

Universal Health Services, Inc.

MEDICAL CARE FACILITIESS&P 500
UNH

UnitedHealth Group

HEALTHCARE PLANSS&P 500DOW
VEEV

Veeva Systems Inc.

HEALTH INFORMATION SERVICESS&P 500
VRTX

Vertex Pharmaceuticals

BIOTECHNOLOGYS&P 500NDX
VTRS

Viatris Inc.

DRUG MANUFACTURERS - SPECIALTY & GENERICS&P 500
WAT

Waters Corporation

DIAGNOSTICS & RESEARCHS&P 500
WST

West Pharmaceutical Services

MEDICAL INSTRUMENTS & SUPPLIESS&P 500
ZBH

Zimmer Biomet Holdings, Inc.

MEDICAL DEVICESS&P 500
ZTS

Zoetis Inc.

DRUG MANUFACTURERS - SPECIALTY & GENERICS&P 500

Financials 95

1398.HK

Industrial and Commercial Bank of China

BANKS - DIVERSIFIEDGLOBAL HKEX
2318.HK

Ping An Insurance

INSURANCE - DIVERSIFIEDGLOBAL HKEX
ACGL

Arch Capital Group

INSURANCE - DIVERSIFIEDS&P 500
AFL

Aflac

INSURANCE - LIFES&P 500
AIG

American International Group

INSURANCE - DIVERSIFIEDS&P 500
AIZ

Assurant, Inc.

INSURANCE - PROPERTY & CASUALTYS&P 500
AJG

Arthur J. Gallagher

INSURANCE BROKERSS&P 500
ALL

Allstate

INSURANCE - PROPERTY & CASUALTYS&P 500
ALV.DE

Allianz SE

INSURANCE - DIVERSIFIEDGLOBAL XETRA
AMP

Ameriprise Financial, Inc.

ASSET MANAGEMENTS&P 500
AON

Aon plc

INSURANCE BROKERSS&P 500
APO

Apollo Global Management

ASSET MANAGEMENTS&P 500
ARES

Ares Management

ASSET MANAGEMENTS&P 500
AXP

American Express Company

CREDIT SERVICESS&P 500DOW
BAC

Bank of America Corp.

BANKS - DIVERSIFIEDS&P 500
BEN

Franklin Templeton, Inc.

ASSET MANAGEMENTS&P 500
BLK

BlackRock, Inc.

ASSET MANAGEMENTS&P 500
BN

Brookfield Corporation

ASSET MANAGEMENTGLOBAL TSX
BNP.PA

BNP Paribas

BANKS - DIVERSIFIEDGLOBAL EURONEXT
BNS

Bank of Nova Scotia

BANKS - DIVERSIFIEDGLOBAL TSX
BNY

BNY Mellon

BANKS - DIVERSIFIEDS&P 500
BRK.B

Berkshire Hathaway Inc.

INSURANCE - DIVERSIFIEDS&P 500
BRO

Brown & Brown

INSURANCE BROKERSS&P 500
BX

Blackstone

ASSET MANAGEMENTS&P 500
C

Citigroup Inc.

BANKS - DIVERSIFIEDS&P 500
CB

Chubb Limited

INSURANCE - PROPERTY & CASUALTYS&P 500
CBA.AX

Commonwealth Bank of Australia

BANKS - DIVERSIFIEDGLOBAL ASX
CBOE

Cboe Global Markets

FINANCIAL DATA & EXCHANGESS&P 500
CFG

Citizens Financial Group

BANKS - REGIONALS&P 500
CINF

Cincinnati Financial

INSURANCE - PROPERTY & CASUALTYS&P 500
CME

CME Group Inc.

FINANCIAL DATA & EXCHANGESS&P 500
COF

Capital One

CREDIT SERVICESS&P 500
COIN

Coinbase Global, Inc.

FINANCIAL DATA & EXCHANGESS&P 500
CPAY

Corpay, Inc.

CREDIT SERVICESS&P 500
D05.SI

DBS Group Holdings

BANKS - DIVERSIFIEDGLOBAL SGX
DBK.DE

Deutsche Bank

BANKS - DIVERSIFIEDGLOBAL XETRA
EG

Everest Group, Ltd.

INSURANCE - PROPERTY & CASUALTYS&P 500
ERIE

Erie Indemnity Company

INSURANCE BROKERSS&P 500
FDS

FactSet Research Systems Inc.

FINANCIAL DATA & EXCHANGESS&P 500
FITB

Fifth Third Bancorp

BANKS - REGIONALS&P 500
GL

Globe Life Inc.

INSURANCE - LIFES&P 500
GPN

Global Payments Inc.

CREDIT SERVICESS&P 500
GS

Goldman Sachs Group

CAPITAL MARKETSS&P 500DOW
HBAN

Huntington Bancshares

BANKS - REGIONALS&P 500
HDB

HDFC Bank Limited

BANKS - REGIONALGLOBAL NSE
HIG

The Hartford

INSURANCE - DIVERSIFIEDS&P 500
HOOD

Robinhood Markets

CAPITAL MARKETSS&P 500
HSBC

HSBC Holdings plc

BANKS - DIVERSIFIEDGLOBAL LSE
IBKR

Interactive Brokers

CAPITAL MARKETSS&P 500
IBN

ICICI Bank Limited

BANKS - REGIONALGLOBAL NSE
ICE

Intercontinental Exchange

FINANCIAL DATA & EXCHANGESS&P 500
IVZ

Invesco Ltd.

ASSET MANAGEMENTS&P 500
JPM

JPMorgan Chase & Co.

BANKS - DIVERSIFIEDS&P 500DOW
KEY

KeyCorp

BANKS - REGIONALS&P 500
KKR

KKR & Co. Inc.

ASSET MANAGEMENTS&P 500
L

Loews Corporation

INSURANCE - PROPERTY & CASUALTYS&P 500
LSEG.L

London Stock Exchange Group

FINANCIAL DATA & EXCHANGESGLOBAL LSE
MA

Mastercard Incorporated

CREDIT SERVICESS&P 500
MCO

Moody's Corporation

FINANCIAL DATA & EXCHANGESS&P 500
MET

MetLife

INSURANCE - LIFES&P 500
MRSH

Marsh & McLennan (ex-MMC)

INSURANCE BROKERSS&P 500
MS

Morgan Stanley

CAPITAL MARKETSS&P 500
MSCI

MSCI Inc.

FINANCIAL DATA & EXCHANGESS&P 500
MTB

M&T Bank

BANKS - REGIONALS&P 500
MUFG

Mitsubishi UFJ Financial Group

BANKS - DIVERSIFIEDGLOBAL TSE
MUV2.DE

Munich Re

INSURANCE - DIVERSIFIEDGLOBAL XETRA
NDAQ

Nasdaq, Inc.

FINANCIAL DATA & EXCHANGESS&P 500
NTRS

Northern Trust Corporation

ASSET MANAGEMENTS&P 500
NU

Nu Holdings Ltd.

BANKS - REGIONALGLOBAL NYSE
PFG

Principal Financial Group

INSURANCE - LIFES&P 500
PGR

The Progressive Corporation

INSURANCE - PROPERTY & CASUALTYS&P 500
PNC

PNC Financial Services

BANKS - REGIONALS&P 500
PRU

Prudential Financial

INSURANCE - LIFES&P 500
PYPL

PayPal Holdings

CREDIT SERVICESS&P 500NDX
RF

Regions Financial

BANKS - REGIONALS&P 500
RJF

Raymond James Financial

ASSET MANAGEMENTS&P 500
RY

Royal Bank of Canada

BANKS - DIVERSIFIEDGLOBAL TSX
SAN

Banco Santander, S.A.

BANKS - DIVERSIFIEDGLOBAL BME
SCHW

Charles Schwab Corp.

CAPITAL MARKETSS&P 500
SMFG

Sumitomo Mitsui Financial Group

BANKS - DIVERSIFIEDGLOBAL TSE
SPGI

S&P Global Inc.

FINANCIAL DATA & EXCHANGESS&P 500
STT

State Street Corporation

ASSET MANAGEMENTS&P 500
SYF

Synchrony Financial

CREDIT SERVICESS&P 500
TD

Toronto-Dominion Bank

BANKS - DIVERSIFIEDGLOBAL TSX
TFC

Truist Financial

BANKS - REGIONALS&P 500
TROW

T. Rowe Price Group, Inc.

ASSET MANAGEMENTS&P 500
TRV

Travelers

INSURANCE - PROPERTY & CASUALTYS&P 500DOW
UBS

UBS Group AG

BANKS - DIVERSIFIEDGLOBAL SIX
UCG.MI

UniCredit

BANKS - DIVERSIFIEDGLOBAL MILAN
USB

U.S. Bancorp

BANKS - REGIONALS&P 500
V

Visa Inc.

CREDIT SERVICESS&P 500DOW
WFC

Wells Fargo & Company

BANKS - DIVERSIFIEDS&P 500
WRB

W. R. Berkley

INSURANCE - PROPERTY & CASUALTYS&P 500
WTW

Willis Towers Watson

INSURANCE BROKERSS&P 500
ZURN.SW

Zurich Insurance Group

INSURANCE - DIVERSIFIEDGLOBAL SIX

Industrials 96

7011.T

Mitsubishi Heavy Industries

SPECIALTY INDUSTRIAL MACHINERYGLOBAL TSE
ABBN.SW

ABB

SPECIALTY INDUSTRIAL MACHINERYGLOBAL SIX
AIR.PA

Airbus

AEROSPACE & DEFENSEGLOBAL EURONEXT
ALLE

Allegion plc

BUILDING PRODUCTSS&P 500
AME

AMETEK, Inc.

SPECIALTY INDUSTRIAL MACHINERYS&P 500
AOS

A. O. Smith Corporation

SPECIALTY INDUSTRIAL MACHINERYS&P 500
ATCO-A.ST

Atlas Copco

SPECIALTY INDUSTRIAL MACHINERYGLOBAL STOCKHOLM
AXON

Axon Enterprise

AEROSPACE & DEFENSES&P 500NDX
BA

The Boeing Company

AEROSPACE & DEFENSES&P 500DOW
BE

Bloom Energy

ELECTRICAL EQUIPMENTS&P 500
CARR

Carrier Global Corporation

BUILDING PRODUCTSS&P 500
CAT

Caterpillar Inc.

FARM & HEAVY CONSTRUCTION MACHINERYS&P 500DOW
300750.SZ

CATL (Contemporary Amperex Technology)

ELECTRICAL EQUIPMENTGLOBAL SZSE
CHRW

C.H. Robinson Worldwide, Inc.

INTEGRATED FREIGHT & LOGISTICSS&P 500
CMI

Cummins Inc.

SPECIALTY INDUSTRIAL MACHINERYS&P 500
CNI

Canadian National Railway

RAILROADSGLOBAL TSX
CP

Canadian Pacific Kansas City

RAILROADSGLOBAL TSX
CPRT

Copart

SPECIALTY BUSINESS SERVICESS&P 500NDX
CSX

CSX Corporation

RAILROADSS&P 500NDX
CTAS

Cintas Corporation

SPECIALTY BUSINESS SERVICESS&P 500NDX
DAL

Delta Air Lines, Inc.

AIRLINESS&P 500
DD

DuPont de Nemours, Inc.

CONGLOMERATESS&P 500
DE

Deere & Company

FARM & HEAVY CONSTRUCTION MACHINERYS&P 500
DOV

Dover Corporation

SPECIALTY INDUSTRIAL MACHINERYS&P 500
EFX

Equifax Inc.

SPECIALTY BUSINESS SERVICESS&P 500
EME

EMCOR Group

ENGINEERING & CONSTRUCTIONS&P 500
EMR

Emerson Electric Co.

SPECIALTY INDUSTRIAL MACHINERYS&P 500
ETN

Eaton Corporation plc

SPECIALTY INDUSTRIAL MACHINERYS&P 500
EXPD

Expeditors International of Washington

INTEGRATED FREIGHT & LOGISTICSS&P 500
FAST

Fastenal Company

INDUSTRIAL DISTRIBUTIONS&P 500NDX
FDX

FedEx Corporation

INTEGRATED FREIGHT & LOGISTICSS&P 500
FDXF

FedEx Freight Holding Company, Inc.

INTEGRATED FREIGHT & LOGISTICSS&P 500
FER

Ferrovial SE

ENGINEERING & CONSTRUCTIONNDX
FERG

Ferguson Enterprises

INDUSTRIAL DISTRIBUTIONS&P 500
FIX

Comfort Systems USA

ENGINEERING & CONSTRUCTIONS&P 500
GD

General Dynamics

AEROSPACE & DEFENSES&P 500
GE

GE Aerospace

AEROSPACE & DEFENSES&P 500
GEV

GE Vernova Inc.

SPECIALTY INDUSTRIAL MACHINERYS&P 500
GNRC

Generac Holdings Inc.

SPECIALTY INDUSTRIAL MACHINERYS&P 500
GWW

W.W. Grainger

INDUSTRIAL DISTRIBUTIONS&P 500
HII

Huntington Ingalls Industries, Inc.

AEROSPACE & DEFENSES&P 500
6501.T

Hitachi

CONGLOMERATESGLOBAL TSE
HON

Honeywell International

SPECIALTY INDUSTRIAL MACHINERYS&P 500NDXDOW
HONA

Honeywell Aerospace

AEROSPACE & DEFENSES&P 500NDX
HUBB

Hubbell Incorporated

ELECTRICAL EQUIPMENTS&P 500
HWM

Howmet Aerospace

AEROSPACE & DEFENSES&P 500
IEX

IDEX Corporation

SPECIALTY INDUSTRIAL MACHINERYS&P 500
IR

Ingersoll Rand Inc.

SPECIALTY INDUSTRIAL MACHINERYS&P 500
ITW

Illinois Tool Works Inc.

SPECIALTY INDUSTRIAL MACHINERYS&P 500
J

Jacobs Solutions Inc.

ENGINEERING & CONSTRUCTIONS&P 500
JBHT

J.B. Hunt Transport Services

INTEGRATED FREIGHT & LOGISTICSS&P 500
JCI

Johnson Controls

BUILDING PRODUCTSS&P 500
LHX

L3Harris Technologies

AEROSPACE & DEFENSES&P 500
LII

Lennox International Inc.

BUILDING PRODUCTSS&P 500
LMT

Lockheed Martin Corp.

AEROSPACE & DEFENSES&P 500
LUV

Southwest Airlines Co.

AIRLINESS&P 500
MAS

Masco Corporation

BUILDING PRODUCTSS&P 500
8058.T

Mitsubishi Corporation

CONGLOMERATESGLOBAL TSE
MMM

3M

CONGLOMERATESS&P 500DOW
NDSN

Nordson Corporation

SPECIALTY INDUSTRIAL MACHINERYS&P 500
NOC

Northrop Grumman

AEROSPACE & DEFENSES&P 500
NSC

Norfolk Southern

RAILROADSS&P 500
ODFL

Old Dominion Freight Line

TRUCKINGS&P 500NDX
OTIS

Otis Worldwide Corporation

SPECIALTY INDUSTRIAL MACHINERYS&P 500
PCAR

PACCAR Inc

FARM & HEAVY CONSTRUCTION MACHINERYS&P 500NDX
PH

Parker-Hannifin Corp.

SPECIALTY INDUSTRIAL MACHINERYS&P 500
PNR

Pentair plc

SPECIALTY INDUSTRIAL MACHINERYS&P 500
PWR

Quanta Services

ENGINEERING & CONSTRUCTIONS&P 500
RHM.DE

Rheinmetall

AEROSPACE & DEFENSEGLOBAL XETRA
RKLB

Rocket Lab

AEROSPACE & DEFENSENDX
ROK

Rockwell Automation

SPECIALTY INDUSTRIAL MACHINERYS&P 500
ROL

Rollins, Inc.

SPECIALTY BUSINESS SERVICESS&P 500
RR.L

Rolls-Royce Holdings

AEROSPACE & DEFENSEGLOBAL LSE
RSG

Republic Services

WASTE MANAGEMENTS&P 500
RTX

RTX Corporation

AEROSPACE & DEFENSES&P 500
SAF.PA

Safran

AEROSPACE & DEFENSEGLOBAL EURONEXT
SIE.DE

Siemens AG

CONGLOMERATESGLOBAL XETRA
ENR.DE

Siemens Energy AG

SPECIALTY INDUSTRIAL MACHINERYGLOBAL XETRA
SNA

Snap-on Incorporated

TOOLS & ACCESSORIESS&P 500
SPCX

SpaceX

AEROSPACE & DEFENSENDX
SU.PA

Schneider Electric

ELECTRICAL EQUIPMENTGLOBAL EURONEXT
SWK

Stanley Black & Decker, Inc.

TOOLS & ACCESSORIESS&P 500
TDG

TransDigm Group

AEROSPACE & DEFENSES&P 500
TRI

Thomson Reuters

SPECIALTY BUSINESS SERVICESNDX
TT

Trane Technologies

BUILDING PRODUCTSS&P 500
TXT

Textron Inc.

AEROSPACE & DEFENSES&P 500
UAL

United Airlines Holdings

AIRLINESS&P 500
UNP

Union Pacific Corporation

RAILROADSS&P 500
UPS

United Parcel Service

INTEGRATED FREIGHT & LOGISTICSS&P 500
URI

United Rentals

RENTAL & LEASING SERVICESS&P 500
VLTO

Veralto Corporation

POLLUTION & TREATMENT CONTROLSS&P 500
VRSK

Verisk Analytics, Inc.

SPECIALTY BUSINESS SERVICESS&P 500
VRT

Vertiv Holdings

ELECTRICAL EQUIPMENTS&P 500
WAB

Westinghouse Air Brake Technologies

RAILROADSS&P 500
WM

Waste Management, Inc.

WASTE MANAGEMENTS&P 500
XYL

Xylem Inc.

SPECIALTY INDUSTRIAL MACHINERYS&P 500

Energy 30

Materials 31

4063.T

Shin-Etsu Chemical

SPECIALTY CHEMICALSGLOBAL TSE
AEM

Agnico Eagle Mines

GOLDGLOBAL TSX
ALB

Albemarle Corporation

SPECIALTY CHEMICALSS&P 500
AMCR

Amcor plc

PACKAGING & CONTAINERSS&P 500
APD

Air Products & Chemicals

SPECIALTY CHEMICALSS&P 500
AVY

Avery Dennison Corporation

PACKAGING & CONTAINERSS&P 500
BALL

Ball Corporation

PACKAGING & CONTAINERSS&P 500
BHP

BHP Group

OTHER INDUSTRIAL METALS & MININGGLOBAL ASX
CF

CF Industries Holdings, Inc.

AGRICULTURAL INPUTSS&P 500
CRH

CRH plc

BUILDING MATERIALSS&P 500
CTVA

Corteva, Inc.

AGRICULTURAL INPUTS
DOW

Dow Inc.

CHEMICALSS&P 500
ECL

Ecolab Inc.

SPECIALTY CHEMICALSS&P 500
FCX

Freeport-McMoRan Inc.

COPPERS&P 500
GLEN.L

Glencore

OTHER INDUSTRIAL METALS & MININGGLOBAL LSE
IFF

International Flavors & Fragrances

SPECIALTY CHEMICALSS&P 500
IP

International Paper Company

PACKAGING & CONTAINERSS&P 500
LIN

Linde plc

SPECIALTY CHEMICALSS&P 500NDX
LYB

LyondellBasell Industries N.V.

SPECIALTY CHEMICALSS&P 500
MLM

Martin Marietta Materials

BUILDING MATERIALSS&P 500
MOS

The Mosaic Company

AGRICULTURAL INPUTSS&P 500
NEM

Newmont Corporation

GOLDS&P 500
NUE

Nucor Corporation

STEELS&P 500
PKG

Packaging Corporation of America

PACKAGING & CONTAINERSS&P 500
PPG

PPG Industries

SPECIALTY CHEMICALSS&P 500
RIO

Rio Tinto

OTHER INDUSTRIAL METALS & MININGGLOBAL LSE
SHW

Sherwin-Williams Company

SPECIALTY CHEMICALSS&P 500DOW
STLD

Steel Dynamics, Inc.

STEELS&P 500
SW

Smurfit Westrock

PACKAGING & CONTAINERSS&P 500
VALE

Vale S.A.

OTHER INDUSTRIAL METALS & MININGGLOBAL B3
VMC

Vulcan Materials Company

BUILDING MATERIALSS&P 500

Utilities 32

AEE

Ameren Corporation

UTILITIES - REGULATED ELECTRICS&P 500
AEP

American Electric Power

UTILITIES - REGULATED ELECTRICS&P 500NDX
AES

The AES Corporation

INDEPENDENT POWER PRODUCERSS&P 500
ATO

Atmos Energy

UTILITIES - REGULATED GASS&P 500
AWK

American Water Works

UTILITIES - REGULATED WATERS&P 500
CEG

Constellation Energy

INDEPENDENT POWER PRODUCERSS&P 500NDX
CMS

CMS Energy

UTILITIES - DIVERSIFIEDS&P 500
CNP

CenterPoint Energy

UTILITIES - DIVERSIFIEDS&P 500
D

Dominion Energy

UTILITIES - REGULATED ELECTRICS&P 500
DTE

DTE Energy

UTILITIES - DIVERSIFIEDS&P 500
DUK

Duke Energy Corporation

UTILITIES - REGULATED ELECTRICS&P 500
ED

Consolidated Edison

UTILITIES - REGULATED ELECTRICS&P 500
EIX

Edison International

UTILITIES - REGULATED ELECTRICS&P 500
ES

Eversource Energy

UTILITIES - REGULATED ELECTRICS&P 500
ETR

Entergy Corporation

UTILITIES - REGULATED ELECTRICS&P 500
EVRG

Evergy, Inc.

UTILITIES - REGULATED ELECTRICS&P 500
EXC

Exelon Corporation

UTILITIES - REGULATED ELECTRICS&P 500NDX
FE

FirstEnergy Corp.

UTILITIES - REGULATED ELECTRICS&P 500
IBE.MC

Iberdrola

UTILITIES - DIVERSIFIEDGLOBAL BME
LNT

Alliant Energy Corporation

UTILITIES - REGULATED ELECTRICS&P 500
NEE

NextEra Energy, Inc.

UTILITIES - REGULATED ELECTRICS&P 500
NI

NiSource Inc.

UTILITIES - REGULATED GASS&P 500
NRG

NRG Energy

INDEPENDENT POWER PRODUCERSS&P 500
PCG

PG&E Corporation

UTILITIES - REGULATED ELECTRICS&P 500
PEG

Public Service Enterprise Group

UTILITIES - REGULATED ELECTRICS&P 500
PNW

Pinnacle West Capital Corporation

UTILITIES - REGULATED ELECTRICS&P 500
PPL

PPL Corporation

UTILITIES - REGULATED ELECTRICS&P 500
SO

The Southern Company

UTILITIES - REGULATED ELECTRICS&P 500
SRE

Sempra

UTILITIES - DIVERSIFIEDS&P 500
VST

Vistra Corp.

INDEPENDENT POWER PRODUCERSS&P 500
WEC

WEC Energy Group, Inc.

UTILITIES - REGULATED ELECTRICS&P 500
XEL

Xcel Energy

UTILITIES - REGULATED ELECTRICS&P 500NDX

Real Estate 30

ETFs 48

Exchange-traded funds: one share, a whole basket.

ARTI

Evolve Artificial Intelligence Fund

AI STOCKS, ACTIVE, CAD-HEDGED
What it is

ARTI is an actively managed basket of artificial-intelligence stocks, hedged to the Canadian dollar, that follows no index and starts from a list drawn up by a language model.

BND

Vanguard Total Bond Market ETF

US INVESTMENT-GRADE BONDS
What it is

BND holds the core U.S. bond market in one fund: Treasuries, government-backed mortgage securities and investment-grade company bonds, all in U.S. dollars.

CASH

Global X High Interest Savings ETF

CANADIAN HIGH-INTEREST SAVINGS
What it is

CASH is a savings account in the form of an exchange-traded fund.

GDX

VanEck Gold Miners ETF

GOLD MINERS
What it is

GDX puts 59 of the world's larger gold and silver mining companies into one share: the big producers led by Newmont and Agnico Eagle, the royalty and streaming companies that finance mines in return for a share of their output, and a long list of mid-sized miners from Canada, Australia, Africa and Latin America.

GLD

SPDR Gold Shares

GOLD BULLION
What it is

GLD is a share in a vault of gold bars.

HYG

iShares iBoxx $ High Yield Corporate Bond ETF

US HIGH-YIELD CORPORATES
What it is

HYG lends money to companies that rating agencies place below investment grade: bonds often called "high yield" or "junk".

IBIT

iShares Bitcoin Trust ETF

SPOT BITCOIN
What it is

IBIT is a share in a pool of bitcoin.

IEF

iShares 7-10 Year Treasury Bond ETF

US TREASURIES, 7-10 YEARS
What it is

IEF holds U.S. government debt from the middle of the maturity range.

IJH

iShares Core S&P Mid-Cap ETF

US MID CAPS
What it is

IJH is a way to own the 400 companies in the middle of the U.S. stock market by size through a single share.

IJR

iShares Core S&P Small-Cap ETF

US SMALL CAPS, S&P 600
What it is

IJR is a way to own about six hundred smaller U.S. companies through a single share.

IWM

iShares Russell 2000 ETF

US SMALL CAPS
What it is

IWM is a way to own about two thousand smaller U.S. companies through a single share.

JEPI

JPMorgan Equity Premium Income ETF

US STOCKS PLUS OPTION INCOME, ACTIVE
What it is

JEPI is built to pay out a large, monthly income from a portfolio of U.S. stocks.

LQD

iShares iBoxx $ Investment Grade Corporate Bond ETF

US INVESTMENT-GRADE CORPORATES
What it is

LQD is a basket of bonds issued by large companies with investment-grade credit ratings, all in U.S. dollars.

MUB

iShares National Muni Bond ETF

US MUNICIPAL BONDS
What it is

MUB lends to U.S. states, cities and public agencies by holding their bonds, known as municipal bonds or "munis".

QQQ

Invesco QQQ Trust

NASDAQ-100
What it is

QQQ is a single share that holds the roughly one hundred largest non-financial companies listed on Nasdaq.

RSP

Invesco S&P 500 Equal Weight ETF

S&P 500, EQUAL WEIGHT
What it is

RSP owns the same 500-odd companies as the S&P 500, but it gives each one the same slice of the money.

SCHD

Schwab U.S. Dividend Equity ETF

US DIVIDEND STOCKS
What it is

SCHD is a single share that holds about 100 U.S. dividend-paying companies picked by a rulebook.

SGOV

iShares 0-3 Month Treasury Bond ETF

US TREASURY BILLS, 0-3 MONTHS
What it is

SGOV holds short-term loans to the U.S. government: Treasury bills that are repaid within three months.

SHY

iShares 1-3 Year Treasury Bond ETF

US TREASURIES, 1-3 YEARS
What it is

SHY lends to the U.S. government for one to three years.

SLV

iShares Silver Trust

SILVER BULLION
What it is

SLV is a share in a vault of silver bars.

SMH

VanEck Semiconductor ETF

SEMICONDUCTORS
What it is

SMH puts 25 of the largest chip companies listed on U.S. exchanges into one share: chip designers led by NVIDIA, the Taiwanese contract manufacturer TSMC, the makers of the machines that build chips, and the memory producers.

TIP

iShares TIPS Bond ETF

US INFLATION-PROTECTED BONDS
What it is

Treasury Inflation-Protected Securities, known as TIPS: government bonds whose principal rises and falls with consumer prices.

TLT

iShares 20+ Year Treasury Bond ETF

US TREASURIES, 20+ YEARS
What it is

TLT holds one kind of asset: long-dated bonds of the U.S. government.

TQQQ

ProShares UltraPro QQQ

NASDAQ-100, 3X DAILY LEVERAGE
What it is

TQQQ is a fund built to move three times as much as the Nasdaq-100 on any single day.

USMV

iShares MSCI USA Min Vol Factor ETF

US MINIMUM VOLATILITY
What it is

USMV holds U.S. stocks chosen and weighted to make the whole basket swing less than the market.

VBAL

Vanguard Balanced ETF Portfolio

BALANCED, 60/40, ALL IN ONE
What it is

VBAL is a whole balanced portfolio in one ticker: roughly 60% stocks and 40% bonds, spread across Canada, the United States, other developed markets and emerging markets.

VEA

Vanguard FTSE Developed Markets ETF

DEVELOPED MARKETS EX-US
What it is

VEA is a way to own several thousand companies based outside the United States, in the developed economies of Europe, the Pacific region and Canada, through a single U.S.-listed share.

VFV

Vanguard S&P 500 Index ETF

S&P 500 IN CANADIAN DOLLARS
What it is

VFV is a Canadian-dollar wrapper around one U.S. fund, the Vanguard S&P 500 ETF (VOO), which was 99.98% of VFV's assets on August 31, 2026.

VGRO

Vanguard Growth ETF Portfolio

GROWTH, 80/20, ALL IN ONE
What it is

VGRO is a single ticket for a global portfolio that is mostly stocks with a bond cushion.

VIG

Vanguard Dividend Appreciation ETF

US DIVIDEND GROWERS
What it is

VIG is a single share that holds about 330 U.S. companies with a record of raising their dividends.

VNQ

Vanguard Real Estate ETF

US REAL ESTATE (REITS)
What it is

VNQ is a way to own most of the publicly traded U.S. real estate sector through one share: offices, warehouses, apartments, shopping centres, health care property, hotels, data centres and telecom towers.

VOO

Vanguard S&P 500 ETF

S&P 500
What it is

VOO is a way to own the 500-odd large U.S. companies in the S&P 500 through a single share.

VT

Vanguard Total World Stock ETF

GLOBAL STOCKS, ALL COUNTRIES
What it is

VT is a way to own almost the whole world's stock market through a single share: large, mid-sized and small companies in the United States, the other developed markets and the emerging markets.

VTI

Vanguard Morningstar Total Stock Market ETF

TOTAL US STOCK MARKET
What it is

VTI is a way to own almost the entire U.S. stock market through a single share: large companies, but also mid-sized, small and very small ones.

VTV

Vanguard Morningstar Value ETF

US LARGE-CAP VALUE
What it is

VTV holds the large U.S. companies that an index provider's formula ranks as "value": shares priced low relative to the company's earnings, book value, sales and dividends.

VUG

Vanguard Morningstar Growth ETF

US LARGE-CAP GROWTH
What it is

VUG holds the "growth" side of large U.S. companies: the ones whose earnings and sales have been rising fastest, or are expected to, measured against their share prices.

VWO

Vanguard FTSE Emerging Markets ETF

EMERGING MARKETS
What it is

VWO is a single share that holds thousands of companies in the stock markets that index providers class as emerging: Taiwan, mainland China and Hong Kong-listed Chinese companies, India, Brazil, South Africa, Saudi Arabia, Mexico and sixteen smaller markets (Vanguard's August 31, 2026 allocation).

VXUS

Vanguard Total International Stock ETF

STOCKS OUTSIDE THE US
What it is

VXUS holds close to 8,800 stocks from outside the United States in a single U.S.-listed share: companies of every size in the developed economies of Europe, the Pacific region, Canada and Israel, and in the emerging markets of Asia, Latin America, Eastern Europe, the Middle East and Africa.

VYM

Vanguard High Dividend Yield ETF

US HIGH DIVIDEND YIELD
What it is

VYM is a single share that holds about 600 U.S. companies whose dividends, measured against their share price, rank high.

XEQT

iShares Core Equity ETF Portfolio

GLOBAL STOCKS, ALL IN ONE
What it is

XEQT is a single ticket for a global stock portfolio.

XIU

iShares S&P/TSX 60 Index ETF

CANADA, S&P/TSX 60
What it is

XIU owns the 60 stocks of the S&P/TSX 60 Index directly, in about the same proportions as the index.

XLE

State Street Energy Select Sector SPDR ETF

US ENERGY SECTOR
What it is

XLE is a single share that holds the energy companies of the S&P 500: oil and gas producers, refiners, pipeline operators and oilfield-service firms.

XLF

State Street Financial Select Sector SPDR ETF

US FINANCIAL SECTOR
What it is

XLF holds the financial companies of the S&P 500 — banks, card networks, insurers, brokers, exchanges and asset managers — in one share.

XLI

State Street Industrial Select Sector SPDR ETF

US INDUSTRIAL SECTOR
What it is

XLI holds the industrial companies of the S&P 500 — makers of aircraft, engines and weapons, construction and farm machinery, electrical and power equipment, railroads and truckers, airlines, parcel carriers, building-products makers and business-services firms — in one share.

XLK

State Street Technology Select Sector SPDR ETF

US TECHNOLOGY SECTOR
What it is

XLK is a way to own the technology companies of the S&P 500, 74 of them on October 2, 2026, through a single share.

XLP

State Street Consumer Staples Select Sector SPDR ETF

US CONSUMER STAPLES SECTOR
What it is

XLP holds the consumer staples companies of the S&P 500 in one share: the makers and sellers of things people buy week in, week out whatever the economy is doing — groceries, drinks, cleaning and personal care products, tobacco — and the big retailers that stock them.

XLV

State Street Health Care Select Sector SPDR ETF

US HEALTH CARE SECTOR
What it is

XLV holds the health care companies of the S&P 500 in one share: drug makers, biotechnology firms, health insurers, hospital operators, drug distributors, medical-device makers and the suppliers of laboratory equipment.

ZAG

BMO Aggregate Bond Index ETF

CANADIAN BONDS, ALL SECTORS
What it is

ZAG holds the Canadian investment-grade bond market in one fund: bonds issued by the federal government, the provinces, cities and companies, all paying in Canadian dollars.

Crypto 5

Cryptoassets, priced at the UTC daily close.

Bonds & cash 24

Bonds, bills, savings bonds and deposits, priced by their yield. Shortest term first.

UST1M

U.S. Treasury 1-Month Bill (4-Week)

US TREASURY BILL, 1-MONTH
What it is

A Treasury bill is a short loan to the U.S. federal government with no interest payments.

UST3M

U.S. Treasury 3-Month Bill

US TREASURY BILL, 3-MONTH
What it is

A Treasury bill is a short loan to the U.S. federal government with no interest payments.

GOC3M

Government of Canada 3-Month Treasury Bill

GOVERNMENT OF CANADA BILL, 3-MONTH
What it is

A Government of Canada treasury bill is a short loan to the federal government in Canadian dollars, with no interest payments.

UST6M

U.S. Treasury 6-Month Bill

US TREASURY BILL, 6-MONTH
What it is

A Treasury bill is a short loan to the U.S. federal government with no interest payments.

UST1Y

U.S. Treasury 1-Year Bill (52-Week)

US TREASURY BILL, 1-YEAR
What it is

A Treasury bill is a short loan to the U.S. federal government with no interest payments.

UST2Y

U.S. Treasury 2-Year Note

US TREASURY NOTE, 2-YEAR
What it is

A Treasury note is a loan to the U.S. federal government.

FRN2Y

U.S. Treasury 2-Year Floating Rate Note

US TREASURY FLOATING RATE NOTE, 2-YEAR
What it is

A Treasury floating rate note (FRN) is a two-year loan to the U.S. government whose rate moves every week: an index tied to the most recent 13-week Treasury bill, auctioned weekly, plus a spread that stays the same for the life of the note.

GOC2Y

Government of Canada 2-Year Benchmark Bond

GOVERNMENT OF CANADA, 2-YEAR
What it is

A Government of Canada bond is a loan to the federal government in Canadian dollars.

UST3Y

U.S. Treasury 3-Year Note

US TREASURY NOTE, 3-YEAR
What it is

A Treasury note is a loan to the U.S. federal government.

UST5Y

U.S. Treasury 5-Year Note

US TREASURY NOTE, 5-YEAR
What it is

A Treasury note is a loan to the U.S. federal government.

TIPS5Y

U.S. 5-Year Treasury Inflation-Protected Security

US INFLATION-PROTECTED, 5-YEAR
What it is

A Treasury Inflation-Protected Security (TIPS) is a loan to the U.S. government whose principal moves with consumer prices, indexed to the CPI-U.

GOC5Y

Government of Canada 5-Year Benchmark Bond

GOVERNMENT OF CANADA, 5-YEAR
What it is

A Government of Canada bond is a loan to the federal government in Canadian dollars.

GIC5Y

Canadian 5-Year Guaranteed Investment Certificate (Posted Rate)

CANADIAN 5-YEAR GIC
What it is

A guaranteed investment certificate is, in the words of the Ontario Securities Commission (OSC), "a kind of deposit": you lend a bank or other deposit-taker money for a set term and get it back, with interest, at the end.

UST7Y

U.S. Treasury 7-Year Note

US TREASURY NOTE, 7-YEAR
What it is

A Treasury note is a loan to the U.S. federal government.

UST10Y

U.S. Treasury 10-Year Note

US TREASURY NOTE, 10-YEAR
What it is

A Treasury note is a loan to the U.S. federal government.

TIPS10Y

U.S. 10-Year Treasury Inflation-Protected Security

US INFLATION-PROTECTED, 10-YEAR
What it is

A Treasury Inflation-Protected Security (TIPS) is a loan to the U.S. government whose principal moves with consumer prices.

GOC10Y

Government of Canada 10-Year Benchmark Bond

GOVERNMENT OF CANADA, 10-YEAR
What it is

A Government of Canada bond is a loan to the federal government in Canadian dollars.

UST20Y

U.S. Treasury 20-Year Bond

US TREASURY BOND, 20-YEAR
What it is

A Treasury bond is a loan to the U.S. federal government, sold with a 20- or 30-year term.

EEBOND

U.S. Series EE Savings Bond

US SAVINGS BOND, FIXED RATE
What it is

A Series EE savings bond is a loan to the U.S. government, bought from and cashed with Treasury.

UST30Y

U.S. Treasury 30-Year Bond

US TREASURY BOND, 30-YEAR
What it is

TreasuryDirect: "We sell Treasury Bonds for a term of either 20 or 30 years. Bonds pay a fixed rate of interest every six months until they mature."

TIPS30Y

U.S. 30-Year Treasury Inflation-Protected Security

US INFLATION-PROTECTED, 30-YEAR
What it is

A 30-year Treasury Inflation-Protected Security (TIPS) is a 30-year loan to the U.S. government whose principal moves with consumer prices.

GOC30Y

Government of Canada 30-Year Benchmark Bond

GOVERNMENT OF CANADA, LONG-TERM
What it is

A Government of Canada bond is a loan to the federal government in Canadian dollars.

GOCRRB

Government of Canada Real Return Bond

CANADA REAL RETURN BOND
What it is

A Real Return Bond (RRB) is a federal loan whose payments move with the Consumer Price Index for Canada: coupons are paid every six months on inflation-adjusted principal, and at maturity the holder gets principal plus Inflation Compensation "(whether positive or negative)".

IBOND

U.S. Series I Savings Bond

US SAVINGS BOND, INFLATION-LINKED
What it is

A Series I savings bond is a loan to the U.S.