Forefront Analytics, LLC
data from 31/03/2026
Capitalization
Portfolio size
Portfolio performance
Portfolio performance %
Performance compared to S&P 500 (%)
Stock in Forefront Analytics, LLC
| Date | Ticket | Name | Weight | Capitalization | Share number | First added | Performance ($) | Performance (%) |
|---|---|---|---|---|---|---|---|---|
| 2026/03/31 | ESGD | ISHARES TR | 22.13% | 24.328 M $ | 254427 | 2025/06/30 | 111.930 K $ | 0.56 % |
| 2026/03/31 | ESGE | ISHARES INC | 15.28% | 16.799 M $ | 369453 | 2025/06/30 | 472.846 K $ | 2.94 % |
| 2026/03/31 | VWO | VANGUARD INTL EQUITY INDEX F | 8.86% | 9.738 M $ | 180162 | 2017/12/31 | 52.520 K $ | 0.54 % |
| 2026/03/31 | HDV | ISHARES TR | 8.40% | 9.241 M $ | 68087 | 2018/12/31 | 977.935 K $ | 11.60 % |
| 2026/03/31 | NULV | NUSHARES ETF TR | 8.10% | 8.902 M $ | 195657 | 2024/03/31 | 63.620 K $ | 1.00 % |
| 2026/03/31 | ESGG | FLEXSHARES TR | 8.04% | 8.843 M $ | 44239 | 2025/09/30 | -123.964 K $ | -2.63 % |
| 2026/03/31 | DBEF | DBX ETF TR | 5.70% | 6.268 M $ | 126892 | 2017/12/31 | 164.927 K $ | 2.68 % |
| 2026/03/31 | MTUM | ISHARES TR | 5.29% | 5.816 M $ | 24234 | 2018/12/31 | -522.666 K $ | -4.12 % |
| 2026/03/31 | VEA | VANGUARD TAX-MANAGED FDS | 2.76% | 3.031 M $ | 47307 | 2017/12/31 | 198.364 K $ | 2.58 % |
| 2026/03/31 | IVV | ISHARES TR | 2.66% | 2.922 M $ | 4474 | 2017/12/31 | -149.353 K $ | -4.63 % |
| 2026/03/31 | NVDA | NVIDIA CORPORATION | 2.26% | 2.484 M $ | 14241 | 2020/03/31 | -169.109 K $ | -6.49 % |
| 2026/03/31 | HEEM | ISHARES INC | 1.97% | 2.161 M $ | 58540 | 2017/12/31 | 129.965 K $ | 6.21 % |
| 2026/03/31 | JPM | JPMORGAN CHASE & CO | 1.33% | 1.466 M $ | 4984 | 2017/12/31 | -94.085 K $ | -8.71 % |
| 2026/03/31 | DE | DEERE & CO | 0.58% | 640.159 K $ | 1136 | 2020/03/31 | 110.728 K $ | 20.97 % |
| 2026/03/31 | UNH | UNITEDHEALTH GROUP INC | 0.49% | 536.559 K $ | 1983 | 2022/09/30 | -86.423 K $ | -18.03 % |
| 2026/03/31 | EW | EDWARDS LIFESCIENCES CORP | 0.48% | 526.446 K $ | 6574 | 2024/09/30 | -31.604 K $ | -6.06 % |
| 2026/03/31 | ABT | ABBOTT LABORATORIES | 0.47% | 517.726 K $ | 5043 | 2024/09/30 | -84.960 K $ | -18.05 % |
| 2026/03/31 | EES | WISDOMTREE TR | 0.43% | 477.881 K $ | 8232 | 2017/12/31 | 19.891 K $ | 1.97 % |
| 2026/03/31 | SCHD | SCHWAB STRATEGIC TR | 0.42% | 463.851 K $ | 15119 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | MDT | MEDTRONIC PLC | 0.42% | 460.894 K $ | 5319 | 2022/12/31 | -40.274 K $ | -9.80 % |
| 2026/03/31 | SSO | PROSHARES TR | 0.39% | 423.564 K $ | 8164 | 2024/12/31 | -49.201 K $ | -10.43 % |
| 2026/03/31 | INCY | INCYTE CORP | 0.36% | 398.410 K $ | 4233 | 2022/12/31 | -24.170 K $ | -4.71 % |
| 2026/03/31 | UWM | PROSHARES TR | 0.34% | 372.900 K $ | 7990 | 2017/12/31 | -2.791 K $ | -0.74 % |
| 2026/03/31 | PFE | PFIZER INC | 0.33% | 367.578 K $ | 13090 | 2021/12/31 | 60.750 K $ | 12.77 % |
| 2026/03/31 | OTF | BLUE OWL TECHNOLOGY FIN CORP | 0.33% | 367.413 K $ | 29654 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | REGN | REGENERON PHARMACEUTICALS | 0.32% | 355.029 K $ | 460 | 2021/03/31 | 328.000 $ | 0.10 % |
| 2026/03/31 | TMO | THERMO FISHER SCIENTIFIC INC | 0.26% | 284.553 K $ | 579 | 2023/03/31 | -51.521 K $ | -15.18 % |
| 2026/03/31 | LEGN | LEGEND BIOTECH CORP | 0.26% | 283.271 K $ | 15659 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | VTV | VANGUARD INDEX FDS | 0.24% | 258.473 K $ | 1317 | 2018/12/31 | 18.052 K $ | 2.73 % |
| 2026/03/31 | DHR | DANAHER CORP DEL | 0.22% | 244.168 K $ | 1288 | 2025/09/30 | -35.977 K $ | -17.18 % |
| 2026/03/31 | PM | PHILIP MORRIS INTL INC | 0.22% | 239.664 K $ | 1450 | 2025/03/31 | 7.098 K $ | 3.09 % |
| 2026/03/31 | DFSV | DIMENSIONAL ETF TRUST | 0.20% | 222.189 K $ | 6341 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | NKTX | NKARTA INC | 0.08% | 92.492 K $ | 43835 | 2023/03/31 | 10.582 K $ | 14.05 % |
| 2026/03/31 | ZURA | ZURA BIO LTD | 0.08% | 88.661 K $ | 14901 | 2023/09/30 | 13.899 K $ | 13.55 % |
| 2026/03/31 | GERN | GERON CORP | 0.07% | 82.136 K $ | 55125 | 2020/09/30 | 8.724 K $ | 12.88 % |
| 2026/03/31 | ANNX | ANNEXON INC | 0.07% | 78.890 K $ | 14240 | 2022/03/31 | 6.877 K $ | 10.36 % |
| 2026/03/31 | BCYC | BICYCLE THERAPEUTICS PLC | 0.06% | 66.788 K $ | 14394 | 2025/12/31 | -32.625 K $ | -34.46 % |
| 2026/03/31 | CTMX | CYTOMX THERAPEUTICS INC. | 0.05% | 58.637 K $ | 12476 | 2021/09/30 | 8.227 K $ | 10.33 % |
| 2026/03/31 | MREO | MEREO BIOPHARMA GROUP PLC | 0.04% | 42.167 K $ | 127778 | 2022/06/30 | -2.754 K $ | -20.81 % |
| 2026/03/31 | MIRM | MIRUM PHARMACEUTICALS INC | 0.00% | 0.000 $ | 0 | 2025/12/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | EMLP | FIRST TR EXCHANGE-TRADED FD | 0.00% | 0.000 $ | 0 | 2017/12/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | TIP | ISHARES TR | 0.00% | 0.000 $ | 0 | 2017/12/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | LQD | ISHARES TR | 0.00% | 0.000 $ | 0 | 2017/12/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | IGF | ISHARES TR | 0.00% | 0.000 $ | 0 | 2017/12/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | HYG | ISHARES TR | 0.00% | 0.000 $ | 0 | 2024/06/30 | 0.000 $ | 0.00 % |
| 2026/03/31 | IEI | ISHARES TR | 0.00% | 0.000 $ | 0 | 2018/06/30 | 0.000 $ | 0.00 % |
| 2026/03/31 | AOK | ISHARES TR | 0.00% | 0.000 $ | 0 | 2025/12/31 | 0.000 $ | 0.00 % |