BM | Stocks | 103.35 M | — | BM BMO | 0.33 | Large Cap | | 3/19/2013 | 44.68 | 0.00 | 0.00 |
BM | Bonds | 101.75 M | — | BM BMO | 0.14 | Investment Grade | | 10/2/2023 | 30.07 | 0.00 | 0.00 |
BM | Stocks | 99.36 M | — | BM BMO | 0.33 | Large Cap | | 2/10/2016 | 37.97 | 0.00 | 0.00 |
BM | Bonds | 98.53 M | — | BM BMO | 0.17 | Wide credit | | 2/15/2019 | 60.73 | 0.00 | 0.00 |
BM | Asset allocation | 96.47 M | — | BM BMO | 0.21 | Goal Outcome | | 1/16/2020 | 13.83 | 0.00 | 0.00 |
BM | Bonds | 93.24 M | — | BM BMO | 0.28 | Investment Grade | FTSE Canada Real Return Non-Agency Bond Index - CAD | 5/19/2010 | 13.92 | 0.00 | 0.00 |
BM | Asset allocation | 90.99 M | — | BM BMO | 0.21 | Target risk | | 2/15/2019 | 12.46 | 0.00 | 0.00 |
BM | Stocks | 89.9 M | — | BM BMO | 0.75 | Large Cap | | 9/2/2015 | 14.99 | 8.18 | 27.70 |
BM | Asset allocation | 89.18 M | — | BM BMO | 0.21 | Goal Outcome | | 1/24/2022 | 10.62 | 0.00 | 0.00 |
BM | Alternatives | 88.83 M | — | BM BMO | 0.75 | Long/Short | | 9/27/2023 | 45.41 | 0.00 | 0.00 |
BM | Stocks | 84.9 M | — | BM BMO | 0.96 | Total Market | | 12/11/2018 | 56.28 | 5.20 | 24.89 |
BM | Stocks | 81.42 M | — | BM BMO | 0.79 | High dividend yield | | 2/5/2015 | 24.41 | 0.00 | 0.00 |
BM | Bonds | 80.5 M | — | BM BMO | 0.17 | Investment Grade | Bloomberg Barclays MSCI Canada Corporate Sustainability SRI Index - CAD | 1/15/2020 | 27.52 | 0.00 | 0.00 |
BM | Bonds | 80.43 M | — | BM BMO | 0.16 | Wide credit | | 2/15/2019 | 46.83 | 0.00 | 0.00 |
BM | Stocks | 78.96 M | — | BM BMO | 0.00 | Total Market | MSCI EAFE Quality Index - CAD - Benchmark TR Net | 10/23/2024 | 31.67 | 4.45 | 19.93 |
BM | Stocks | 78.92 M | — | BM BMO | 0.00 | Total Market | | 5/14/2025 | 34.77 | 0.00 | 0.00 |
BM | Stocks | 76.89 M | — | BM BMO | 0.57 | Large Cap | MSCI Emerging Markets Index - CAD | 5/17/2016 | 22.58 | 1.85 | 15.23 |
BM | Bonds | 75.15 M | — | BM BMO | 0.11 | Investment Grade | FTSE Canada 1-10 year A+ Corporate Bond Index - CAD | 2/5/2020 | 29.24 | 0.00 | 0.00 |
BM | Bonds | 72.73 M | — | BM BMO | 0.22 | Investment Grade | Bloomberg Barclays U.S. Treasury 20+ Year Index - CAD | 2/28/2017 | 36.96 | 0.00 | 0.00 |
BM | Stocks | 69.83 M | — | BM BMO | 0.50 | Topic | S&P Global Clean Energy Transition | 1/20/2021 | 19.43 | 2.40 | 18.82 |
BM | Bonds | 67.07 M | — | BM BMO | 0.00 | Investment Grade | | 9/9/2025 | 29.23 | 0.00 | 0.00 |
BM | Bonds | 63.26 M | — | BM BMO | 0.17 | Investment Grade | | 1/24/2022 | 31.35 | 0.00 | 0.00 |
BM | Asset allocation | 62.38 M | — | BM BMO | 0.21 | Goal Outcome | | 1/23/2023 | 12.64 | 0.00 | 0.00 |
BM | Stocks | 58.43 M | — | BM BMO | 0.63 | Materials | Solactive Equal Weight Global Base Metals Index Canadian Dollar Hedged - CAD | 10/20/2009 | 110.36 | 3.31 | 19.53 |
BM | Stocks | 58.31 M | — | BM BMO | 0.39 | Total Market | Solactive GBS Japan Large & Mid Cap Index | 1/24/2022 | 64.23 | 0.00 | 0.00 |
BM | Alternatives | 56.34 M | — | BM BMO | 0.73 | etf_invseg_Downside Hedge | S&P 500 | 7/2/2024 | 33.49 | 0.00 | 0.00 |
BM | Stocks | 54.78 M | — | BM BMO | 0.82 | Total Market | | 6/7/2021 | 51.90 | 4.31 | 26.25 |
BM | Stocks | 50.35 M | — | BM BMO | 0.30 | Total Market | MSCI World Selection Index - CAD - Benchmark TR Net | 1/16/2020 | 55.68 | 0.00 | 0.00 |
BM | Stocks | 49.58 M | — | BM BMO | 0.62 | Industrial Titles | Solactive Equal Weight Canada Industrials Index - CAD | 11/14/2012 | 52.79 | 3.06 | 21.97 |
BM | Bonds | 47.21 M | — | BM BMO | 0.11 | Investment Grade | FTSE Canada Short Term Corporate Bond Index - CAD | 2/3/2017 | 25.74 | 0.00 | 0.00 |
BM | Bonds | 46.84 M | — | BM BMO | 0.14 | Investment Grade | | 10/2/2023 | 30.98 | 0.00 | 0.00 |
BM | Stocks | 46.22 M | — | BM BMO | 0.40 | Total Market | MSCI Canada Enhanced Value Capped Index - CAD | 10/4/2017 | 39.55 | 1.92 | 14.51 |
BM | Bonds | 45.35 M | — | BM BMO | 0.58 | Wide credit | Solactive US Preferred Share Select (NTR) | 2/9/2017 | 19.43 | 0.00 | 0.00 |
BM | Stocks | 44.08 M | — | BM BMO | 0.77 | Large Cap | | 1/21/2020 | 27.22 | 0.00 | 0.00 |
BM | Stocks | 43.65 M | — | BM BMO | 0.39 | Large Cap | NASDAQ 100 Index | 2/12/2021 | 50.37 | 0.00 | 0.00 |
BM | Alternatives | 41.96 M | — | BM BMO | 0.73 | etf_invseg_Downside Hedge | S&P 500 Index - CAD - Benchmark TR Gross Hedged | 10/2/2023 | 35.16 | 0.00 | 0.00 |
BM | Commodities | 41.51 M | — | BM BMO | 0.23 | Gold | LBMA Gold Price PM ($/ozt) | 3/8/2024 | 70.82 | 0.00 | 0.00 |
BM | Stocks | 41.48 M | — | BM BMO | 0.33 | High dividend yield | | 3/19/2013 | 38.19 | 0.00 | 0.00 |
BM | Bonds | 38.85 M | — | BM BMO | 0.17 | Investment Grade | FTSE Canada 1-10 Year Corporate BBB Bond Index - CAD | 2/5/2020 | 28.95 | 0.00 | 0.00 |
BM | Bonds | 36.42 M | — | BM BMO | 0.28 | Investment Grade | Bloomberg U.S. Investment Grade 5-10 Year Corporate Bond Capped Index | 3/19/2013 | 13.33 | 0.00 | 0.00 |
BM | Stocks | 35.76 M | — | BM BMO | 0.74 | Large Cap | | 2/9/2017 | 13.33 | 0.00 | 0.00 |
BM | Commodities | 35.68 M | — | BM BMO | 1.26 | Gold | LBMA Gold Price PM CAD | 5/22/2025 | 37.98 | 0.00 | 0.00 |
BM | Stocks | 34.15 M | — | BM BMO | 0.39 | Communication Services | Solactive Media and Communications Index - CAD | 5/2/2018 | 45.51 | 3.19 | 16.50 |
BM | Stocks | 33.28 M | — | BM BMO | 0.40 | Non-cyclical consumer goods | Russell Developed Large Cap Consumer Staples Capped 100% Hedged to CAD Index - CAD | 4/7/2017 | 24.28 | 3.82 | 18.65 |
BM | Stocks | 31.65 M | — | BM BMO | 0.46 | Large Cap | | 2/10/2016 | 30.56 | 1.59 | 12.65 |
BM | Stocks | 30.59 M | — | BM BMO | 0.76 | Large Cap | | 1/15/2020 | 29.56 | 0.00 | 0.00 |
BM | Stocks | 29.14 M | — | BM BMO | 0.30 | Cyclical consumer goods | Russell Developed Large Cap Consumer Discretionary Capped 100% Hedged to CAD Index - CAD | 4/7/2017 | 42.75 | 3.93 | 25.13 |
BM | Stocks | 28.85 M | — | BM BMO | 0.00 | Industrial Titles | S&P Industrial Select Sector | 2/3/2025 | 33.75 | 0.00 | 0.00 |
BM | Stocks | 28.45 M | — | BM BMO | 0.45 | Topic | MSCI ACWI IMI Autonomous Technology & Industrial Innovation Index | 1/14/2021 | 33.27 | 3.91 | 22.84 |
BM | Stocks | 28.21 M | — | BM BMO | 0.78 | Healthcare | | 1/23/2023 | 26.39 | 4.17 | 22.59 |
BM | Stocks | 28.01 M | 1,031.73 | BM BMO | 0.85 | Energy | DWA MLP Select Index | 12/19/2016 | 41.50 | 0.00 | 0.00 |
BM | Bonds | 26.19 M | — | BM BMO | 0.23 | Investment Grade | Bloomberg Barclays MSCI US Corporate Sustainability SRI Index - CAD | 1/15/2020 | 23.63 | 0.00 | 0.00 |
BM | Stocks | 25.53 M | — | BM BMO | 0.98 | Topic | | 11/14/2022 | 28.45 | 2.96 | 0.00 |
BM | Bonds | 24.39 M | — | BM BMO | 0.22 | Investment Grade | Bloomberg US Aggregate Government - Treasury (1-5 Y) | 2/28/2017 | 48.77 | 0.00 | 0.00 |
BM | Bonds | 23.87 M | — | BM BMO | 0.56 | Wide credit | Solactive US Preferred Share Select Hedged to CAD Index - CAD | 2/9/2017 | 16.31 | 0.00 | 0.00 |
BM | Stocks | 22.98 M | — | BM BMO | 0.73 | Total Market | | 6/19/2023 | 18.42 | 0.00 | 0.00 |
BM | Asset allocation | 22.62 M | — | BM BMO | 0.92 | Goal Outcome | | 1/11/2019 | 30.84 | 0.00 | 0.00 |
BM | Bonds | 22.57 M | — | BM BMO | 0.09 | Investment Grade | Duplicate Bloomberg US Aggregate Bond Index - Benchmark TR Net | 1/23/2023 | 31.01 | 0.00 | 0.00 |
BM | Stocks | 21.95 M | — | BM BMO | 0.00 | Energy | S&P Energy Select Sector | 1/21/2025 | 40.66 | 0.00 | 0.00 |
BM | Stocks | 21.85 M | — | BM BMO | 0.24 | Small Cap | S&P SmallCap 600 Index Hedged to CAD - CAD | 2/5/2020 | 39.08 | 1.85 | 15.81 |
BM | Stocks | 20.95 M | — | BM BMO | 0.33 | Total Market | MSCI USA Quality Index | 7/16/2020 | 58.93 | 0.00 | 0.00 |
BM | Bonds | 20.48 M | — | BM BMO | 0.57 | Investment Grade | Solactive Laddered Canadian Preferred Share Index - Benchmark TR Gross | 1/24/2022 | 19.95 | 0.00 | 0.00 |
BM | Stocks | 18.41 M | — | BM BMO | 0.83 | Financial titles | | 1/24/2022 | 30.38 | 0.00 | 0.00 |
BM | Stocks | 17.33 M | — | BM BMO | 0.00 | Total Market | MSCI USA Equal Weighted Index | 2/3/2026 | 28.44 | 0.00 | 0.00 |
BM | Stocks | 16.92 M | — | BM BMO | 0.17 | Mid Cap | S&P Mid Cap 400 | 2/5/2020 | 47.91 | 0.00 | 0.00 |
BM | Bonds | 16.75 M | — | BM BMO | 0.66 | Wide credit | | 5/23/2018 | 29.11 | 0.00 | 0.00 |
BM | Stocks | 15.75 M | — | BM BMO | 0.00 | Healthcare | S&P Health Care Select Sector | 1/21/2025 | 28.20 | 0.00 | 0.00 |
BM | Bonds | 15.38 M | — | BM BMO | 0.17 | Investment Grade | Bloomberg US Govt Inflation-Linked (0-5 Y) | 1/20/2021 | 32.64 | 0.00 | 0.00 |
BM | Stocks | 15.02 M | — | BM BMO | 0.00 | Information technology | S&P Technology Select Sector | 2/3/2025 | 32.78 | 0.00 | 0.00 |
BM | Stocks | 14.6 M | — | BM BMO | 0.00 | High dividend yield | MSCI Canada IMI High Dividend Yield - CAD - Benchmark TR Gross | 2/3/2026 | 32.30 | 0.00 | 0.00 |
BM | Stocks | 14.14 M | — | BM BMO | 0.00 | Non-cyclical consumer goods | S&P Consumer Staples Select Sector | 1/21/2025 | 30.06 | 0.00 | 0.00 |
BM | Bonds | 14.06 M | — | BM BMO | 0.17 | Investment Grade | Bloomberg Barclays US Treasury Inflation-Linked Bond Index (Series-L) - Benchmark TR Net | 1/23/2023 | 28.17 | 0.00 | 0.00 |
BM | Stocks | 13.93 M | — | BM BMO | 0.00 | Large Cap | | 5/14/2025 | 34.34 | 0.00 | 0.00 |
BM | Stocks | 13.75 M | — | BM BMO | 0.00 | Energy | S&P Energy Select Sector | 1/21/2025 | 39.23 | 0.00 | 0.00 |
BM | Bonds | 13.33 M | — | BM BMO | 0.82 | Wide credit | | 5/23/2018 | 27.21 | 0.00 | 0.00 |
BM | Bonds | 13.33 M | — | BM BMO | 0.82 | Wide credit | | 5/23/2018 | 27.21 | 0.00 | 0.00 |
BM | Stocks | 11.77 M | — | BM BMO | 0.00 | Total Market | MSCI World Index - CAD | 6/29/2023 | 27.72 | 0.00 | 0.00 |
BM | Bonds | 11.22 M | — | BM BMO | 0.23 | Investment Grade | Bloomberg U.S. 5 -10 Year Treasury Bond Index - Benchmark TR Gross | 2/28/2017 | 46.53 | 0.00 | 0.00 |
BM | Stocks | 10.92 M | — | BM BMO | 0.17 | Mid Cap | S&P MidCap 400 Hedged to CAD Index - CAD | 2/5/2020 | 42.95 | 0.00 | 0.00 |
BM | Bonds | 10.53 M | — | BM BMO | 0.00 | Investment Grade | | 4/29/2025 | 30.09 | 0.00 | 0.00 |
BM | Bonds | 10.25 M | — | BM BMO | 0.22 | Investment Grade | FTSE Canada Short Term Federal Bond Index - CAD | 2/3/2017 | 22.79 | 0.00 | 0.00 |
BM | Stocks | 9.67 M | — | BM BMO | 0.46 | Topic | MSCI ACWI IMI Innovation Index | 1/14/2021 | 26.09 | 4.60 | 25.42 |
BM | Bonds | 9.57 M | — | BM BMO | 0.17 | Investment Grade | | 3/17/2025 | 10.08 | 0.00 | 0.00 |
BM | Bonds | 9.55 M | — | BM BMO | 0.17 | Investment Grade | | 3/17/2025 | 10.05 | 0.00 | 0.00 |
BM | Stocks | 9.44 M | — | BM BMO | 0.40 | Healthcare | Solactive Equal Weight U.S Health Care Index - CAD | 2/15/2019 | 41.68 | 3.68 | 20.81 |
BM | Stocks | 9.33 M | — | BM BMO | 0.90 | Topic | | 11/14/2022 | 47.35 | 6.32 | 49.54 |
BM | Stocks | 8.97 M | — | BM BMO | 0.00 | Large Cap | | 5/21/2025 | 35.37 | 0.00 | 0.00 |
BM | Stocks | 8.84 M | — | BM BMO | 0.00 | Total Market | MSCI USA Equal Weighted Index | 2/3/2026 | 29.06 | 0.00 | 0.00 |
BM | Bonds | 8.75 M | — | BM BMO | 0.57 | Wide credit | Solactive U.S. Preferred Share Select Index - USD | 2/9/2017 | 17.96 | 0.00 | 0.00 |
BM | Stocks | 8.74 M | — | BM BMO | 0.23 | Small Cap | S&P Small Cap 600 | 2/5/2020 | 43.01 | 0.00 | 0.00 |
BM | Stocks | 8.37 M | — | BM BMO | 1.03 | Topic | FTSE Global Core Infrastructure 50/50 Net Index | 3/1/2022 | 37.37 | 2.68 | 21.49 |
BM | Asset allocation | 8.25 M | — | BM BMO | 0.00 | Goal Outcome | | 5/14/2025 | 32.85 | 0.00 | 0.00 |
BM | Stocks | 8.13 M | — | BM BMO | 0.00 | Healthcare | | 6/26/2023 | 18.04 | 0.00 | 0.00 |
BM | Stocks | 8.11 M | — | BM BMO | 0.75 | Large Cap | | 9/2/2015 | 14.31 | 0.00 | 0.00 |
BM | Stocks | 8.05 M | — | BM BMO | 0.00 | Industrial Titles | S&P Industrial Select Sector | 2/3/2025 | 35.47 | 0.00 | 0.00 |
BM | Bonds | 8.03 M | — | BM BMO | 0.17 | Investment Grade | | 3/17/2025 | 10.04 | 0.00 | 0.00 |
BM | Stocks | 7.6 M | — | BM BMO | 0.38 | Total Market | | 5/23/2018 | 39.77 | 5.05 | 29.09 |
BM | Bonds | 7.51 M | — | BM BMO | 0.27 | Investment Grade | FTSE Canada Short Term Provincial Bond Index - CAD | 2/3/2017 | 23.47 | 0.00 | 0.00 |
BM | Bonds | 7.49 M | — | BM BMO | 0.17 | Investment Grade | Bloomberg Barclays US Treasury Inflation-Linked Bond Index (Series-L) - Benchmark TR Net | 1/23/2023 | 29.99 | 0.00 | 0.00 |
BM | Stocks | 7.28 M | — | BM BMO | 0.29 | Total Market | MSCI ACWI Climate Paris Aligned PAB Index | 1/24/2022 | 43.50 | 3.94 | 23.71 |