TORONTO, A6
Allocation by class
Portfolio Concentration
Top 3 weight
15.3%
Top 10 weight
38.4%
Voting Authority Distribution
Total shares with voting rights: 2.53M
Full voting authority
2.53M
shares
Joint voting authority
0.00
shares
No voting authority
0.00
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES INCSOLE | MSCI GBL MIN VOL | 89.23K | SH | $10.66M 6.31% | 89.23K | 0.00 | 0.00 |
ISHARES TRSOLE | MSCI USA MMENTM | 32.22K | SH | $7.73M 4.58% | 32.22K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | SM CP VAL ETF | 34.44K | SH | $7.48M 4.43% | 34.44K | 0.00 | 0.00 |
BROOKFIELD CORPSOLE | CL A LTD VT SH | 180.09K | SH | $7.27M 4.31% | 180.09K | 0.00 | 0.00 |
ROYAL BK CDASOLE | COM | 35.02K | SH | $5.64M 3.34% | 35.02K | 0.00 | 0.00 |
VANECK ETF TRUSTSOLE | MRNGSTR WDE MOAT | 57.52K | SH | $5.56M 3.29% | 57.52K | 0.00 | 0.00 |
ISHARES INCSOLE | CORE MSCI EMKT | 77.95K | SH | $5.44M 3.22% | 77.95K | 0.00 | 0.00 |
ISHARES TRSOLE | MSCI INTL MOMENT | 109.56K | SH | $5.26M 3.11% | 109.56K | 0.00 | 0.00 |
BROOKFIELD INFRASTRUCTURE PASOLE | LP INT UNIT | 140.93K | SH | $5.07M 3.00% | 140.93K | 0.00 | 0.00 |
ISHARES TRSOLE | MSCI USA QLT FCT | 24.93K | SH | $4.78M 2.83% | 24.93K | 0.00 | 0.00 |
ISHARES TRSOLE | MSCI INTL QUALTY | 101.15K | SH | $4.68M 2.77% | 101.15K | 0.00 | 0.00 |
TORONTO DOMINION BK ONTSOLE | COM NEW | 46.60K | SH | $4.34M 2.57% | 46.60K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | MCAP VL IDXVIP | 22.79K | SH | $4.20M 2.49% | 22.79K | 0.00 | 0.00 |
TC ENERGY CORPSOLE | COM | 65.23K | SH | $4.07M 2.41% | 65.23K | 0.00 | 0.00 |
ENBRIDGE INCSOLE | COM | 71.64K | SH | $3.87M 2.29% | 71.64K | 0.00 | 0.00 |
BROOKFIELD RENEWABLE ENERGYSOLE | PARTNERSHIP UNIT | 113.88K | SH | $3.70M 2.19% | 113.88K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | VALUE ETF | 18.66K | SH | $3.66M 2.17% | 18.66K | 0.00 | 0.00 |
ISHARES TRSOLE | MSCI INTL VLU FT | 84.86K | SH | $3.37M 1.99% | 84.86K | 0.00 | 0.00 |
FORTIS INCSOLE | COM | 55.54K | SH | $3.09M 1.83% | 55.54K | 0.00 | 0.00 |
EMERA INCSOLE | COM | 57.09K | SH | $2.95M 1.75% | 57.09K | 0.00 | 0.00 |
TRANSALTA CORPSOLE | COM | 222.60K | SH | $2.92M 1.73% | 222.60K | 0.00 | 0.00 |
ISHARES TRSOLE | MSCI USA MIN VOL | 30.52K | SH | $2.83M 1.68% | 30.52K | 0.00 | 0.00 |
BANK NOVA SCOTIA B CSOLE | COM | 39.20K | SH | $2.71M 1.60% | 39.20K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 7.96K | SH | $2.55M 1.51% | 7.96K | 0.00 | 0.00 |
PEMBINA PIPELINE CORPSOLE | COM | 51.77K | SH | $2.31M 1.37% | 51.77K | 0.00 | 0.00 |