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Future of Education

Education technology delivers teaching, assessment, and credentials online, both to students and to employers retraining their staff. Public funding cycles and employer budgets drive it more than consumer demand does.

77 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
1526
RDFA
Ritter Daniher Financial Advisory
Ohio
$224 $0 1 0% Maintained
1527
IRC
Investors Research Corp
Georgia
$188 $0 1 0% Maintained
1528
HIA
Highland Investment Advisors
Florida
$159 +$148 1 0% New
1529
RWM
RMG Wealth Management
Wisconsin
$139 $0 1 0% Maintained
1530
MCA
Maryland Capital Advisors
Maryland
$133 +$122 3 0% New
1531
MDA
Minot DeBlois Advisors
Massachusetts
$121 +$132 1 0% New
1532
DFA
DHJJ Financial Advisors
Illinois
$109 $0 1 0% Maintained
1533
MS
Monetary Solutions
Ohio
$95 +$89 1 0% New
1534
SFG
Strive Financial Group
Indiana
$92 +$91 1 0% New
1535
SC
Swan Capital
Florida
$53 $0 1 0% Maintained
1536
FGC
Financial Gravity Companies
Texas
$50 +$52 1 0% New
1537
BWS
Buck Wealth Strategies
Colorado
$48 +$54 1 0% New
1538
HCM
Hollencrest Capital Management
California
$30 -$591 1 0% Reduced
1539
Truepoint Inc
Truepoint Inc
Ohio
$5 $0 1 0% Maintained
1540
LHEI
Leo H. Evart Inc
California
$4 $0 1 0% Maintained
1541
3FI
3 Factor Indexing
California
$0 -$8.83K 0 – Closed
1542
AGDI
Absolute Gestao de Investimentos
Brazil
$0 -$1.65M 0 – Closed
1543
AI
Acuitas Investments
Washington
$0 -$36.6K 0 – Closed
1544
Advisory Services Network
Advisory Services Network
Georgia
$0 -$878K 0 – Closed
1545
ACA
Affinity Capital Advisors
California
$0 -$40.6K 0 – Closed
1546
AA
AlphaCentric Advisors
Puerto Rico
$0 -$8.87K 0 – Closed
1547
AAM
Alpine Associates Management
Florida
$0 -$5.49M 0 – Closed
1548
AR
Altar Rock
New York
$0 -$242K 0 – Closed
1549
AlTi Global
AlTi Global
New York
$0 -$9.79K 0 – Closed
1550
AT
American Trust
Kentucky
$0 -$203K 0 – Closed