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 | 8.22 M | 336.7 | BM BMO | 0.39 | — | | 5/23/2018 | 47.00 | 0.00 | 0.00 |
BM | Stocks | 8.22 M | — | BM BMO | 0.39 | Total Market | | 5/23/2018 | 47.00 | 5.05 | 29.09 |
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 | 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 |
BM | Stocks | 7.27 M | — | BM BMO | 0.23 | Total Market | MSCI USA ESG Leaders | 1/20/2021 | 47.82 | 0.00 | 0.00 |
BM | Stocks | 7.22 M | — | BM BMO | 0.00 | Total Market | MSCI USA Equal Weighted Index | 2/3/2026 | 28.44 | 0.00 | 0.00 |
BM | Bonds | 7.14 M | — | BM BMO | 0.61 | High-yielding | Bloomberg Barclays U.S. High Yield Very Liquid Index | 2/12/2021 | 17.37 | 0.00 | 0.00 |
BM | Stocks | 7.14 M | 3,809 | BM BMO | 0.55 | Energy | Dow Jones North America Select Junior Oil Index - CAD | 5/19/2010 | 21.95 | 0.91 | 0.00 |
BM | Asset allocation | 7.07 M | — | BM BMO | 0.21 | Goal Outcome | | 1/17/2022 | 10.05 | 0.00 | 0.00 |
BM | Stocks | 6.86 M | — | BM BMO | 0.00 | Information technology | S&P Technology Select Sector | 2/3/2025 | 33.63 | 0.00 | 0.00 |
BM | Stocks | 6.74 M | — | BM BMO | 0.00 | Large Cap | S&P 500 | 5/14/2025 | 33.35 | 0.00 | 0.00 |
BM | Bonds | 6.56 M | — | BM BMO | 0.09 | Investment Grade | Bloomberg US Aggregate Bond Index - CAD - Benchmark TR Net | 1/23/2023 | 32.07 | 0.00 | 0.00 |
BM | Stocks | 6.14 M | — | BM BMO | 0.00 | Cyclical consumer goods | S&P Consumer Discretionary Select Sector | 1/21/2025 | 26.52 | 0.00 | 0.00 |
BM | Stocks | 6.08 M | — | BM BMO | 0.21 | Communication Services | S&P Communication Services Select Sector Index | 1/21/2025 | 29.95 | 0.00 | 0.00 |
BM | Stocks | 5.74 M | — | BM BMO | 0.00 | Total Market | | 2/9/2026 | 18.95 | 0.00 | 0.00 |
BM | Stocks | 5.51 M | — | BM BMO | 0.00 | Financial titles | S&P Financial Select Sector | 1/21/2025 | 26.90 | 0.00 | 0.00 |
BM | Bonds | 5.16 M | — | BM BMO | 0.17 | Investment Grade | Bloomberg US Govt Inflation-Linked (0-5 Y) | 1/20/2021 | 29.87 | 0.00 | 0.00 |
BM | Stocks | 4.96 M | — | BM BMO | 0.00 | Financial titles | S&P Financial Select Sector | 1/21/2025 | 27.61 | 0.00 | 0.00 |
BM | Bonds | 4.4 M | — | BM BMO | 0.49 | High-yielding | Bloomberg Barclays MSCI US High Yield Liquid Corporate Sustainability SRI Index - Benchmark TR Net | 2/12/2021 | 25.24 | 0.00 | 0.00 |
BM | Stocks | 4.4 M | — | BM BMO | 0.96 | Topic | | 11/14/2022 | 10.66 | 2.94 | 0.00 |
BM | Stocks | 4.36 M | — | BM BMO | 0.00 | Healthcare | S&P Health Care Select Sector | 1/21/2025 | 28.54 | 0.00 | 0.00 |
BM | Stocks | 4.35 M | — | BM BMO | 0.00 | Cyclical consumer goods | S&P Consumer Discretionary Select Sector | 1/21/2025 | 28.34 | 0.00 | 0.00 |
BM | Stocks | 4.28 M | — | BM BMO | 0.41 | Topic | | 1/23/2023 | 27.99 | 1.95 | 17.32 |
BM | Stocks | 3.92 M | — | BM BMO | 0.21 | Communication Services | S&P Communication Services Select Sector Index | 1/21/2025 | 30.80 | 0.00 | 0.00 |
BM | Stocks | 3.43 M | — | BM BMO | 0.00 | Large Cap | | 5/14/2025 | 33.75 | 0.00 | 0.00 |
BM | Stocks | 3.03 M | — | BM BMO | 0.00 | Non-cyclical consumer goods | S&P Consumer Staples Select Sector | 1/21/2025 | 30.51 | 0.00 | 0.00 |
BM | Bonds | 2.95 M | — | BM BMO | 0.00 | Investment Grade | | 9/9/2025 | 29.52 | 0.00 | 0.00 |
BM | Stocks | 2.92 M | — | BM BMO | 0.47 | Topic | MSCI ACWI IMI Genomic Innovation Index | 1/14/2021 | 18.03 | 3.52 | 21.69 |
BM | Bonds | 2.89 M | — | BM BMO | 0.17 | Investment Grade | Bloomberg Barclays US Treasury Inflation-Linked Bond Index (Series-L) - Benchmark TR Net | 1/23/2023 | 28.97 | 0.00 | 0.00 |
BM | Stocks | 2.88 M | — | BM BMO | 0.48 | Topic | MSCI ACWI IMI Fintech Innovation Index - CAD - Benchmark TR Net | 1/14/2021 | 24.74 | 3.78 | 22.08 |
BM | Stocks | 2.8 M | — | BM BMO | 0.00 | High dividend yield | | 2/9/2026 | 37.19 | 0.00 | 0.00 |
BM | Stocks | 2.67 M | — | BM BMO | 0.00 | Utility company | | 2/9/2026 | 53.35 | 0.00 | 0.00 |
BM | Stocks | 2.54 M | — | BM BMO | 0.95 | Real estate | FTSE EPRA Nareit Developed Index | 3/1/2022 | 28.02 | 2.19 | 31.87 |
BM | Stocks | 2.54 M | — | BM BMO | 0.95 | Real estate | FTSE EPRA Nareit Developed Index | 3/1/2022 | 28.02 | 2.19 | 31.87 |
BM | Stocks | 2.32 M | — | BM BMO | 0.00 | Total Market | MSCI World Index | 4/21/2023 | 23.15 | 0.00 | 0.00 |
BM | Stocks | 2.19 M | — | BM BMO | 0.00 | Topic | | 6/26/2023 | 22.06 | 0.00 | 0.00 |
BM | Stocks | 2.17 M | — | BM BMO | 0.00 | Financial titles | | 2/9/2026 | 42.98 | 0.00 | 0.00 |
BM | Stocks | 2.01 M | — | BM BMO | 0.00 | High dividend yield | | 2/9/2026 | 40.29 | 2.08 | 14.53 |
BM | Stocks | 1.92 M | — | BM BMO | 0.45 | Topic | MSCI ACWI IMI Next Generation Internet Innovation Index - | 1/14/2021 | 32.43 | 5.64 | 28.69 |
BM | Stocks | 1.66 M | — | BM BMO | 0.00 | Large Cap | S&P 500 | 5/14/2025 | 32.72 | 0.00 | 0.00 |
BM | Stocks | 1.62 M | — | BM BMO | 0.00 | Total Market | S&P 500 | 5/14/2025 | 31.99 | 0.00 | 0.00 |
BM | Stocks | 1.42 M | — | BM BMO | 0.00 | Total Market | | 1/23/2026 | 27.84 | 0.00 | 0.00 |
BM | Stocks | 1.42 M | — | BM BMO | 0.00 | Real estate | S&P Real Estate Select Sector | 1/21/2025 | 28.12 | 0.00 | 0.00 |
BM | Stocks | 1.42 M | — | BM BMO | 0.00 | Total Market | | 1/23/2026 | 27.80 | 0.00 | 0.00 |
BM | Stocks | 1.41 M | — | BM BMO | 0.00 | Total Market | | 1/23/2026 | 27.92 | 0.00 | 0.00 |
BM | Stocks | 1.41 M | — | BM BMO | 0.00 | Large Cap | | 1/23/2026 | 27.97 | 0.00 | 0.00 |
BM | Stocks | 1.41 M | — | BM BMO | 0.00 | Total Market | | 1/23/2026 | 27.85 | 0.00 | 0.00 |
BM | Bonds | 1.41 M | — | BM BMO | 0.51 | High-yielding | Bloomberg Barclays MSCI US High Yield Liquid Corporate Sustainability SRI Index - CAD - Benchmark TR Net | 2/12/2021 | 28.26 | 0.00 | 0.00 |
BM | Stocks | 1.41 M | — | BM BMO | 0.00 | Large Cap | S&P 500 | 6/19/2023 | 18.78 | 12.91 | 37.96 |
BM | Stocks | 1.4 M | — | BM BMO | 0.00 | Total Market | | 1/23/2026 | 28.13 | 0.00 | 0.00 |
BM | Stocks | 1.39 M | — | BM BMO | 0.00 | Real estate | S&P Real Estate Select Sector | 1/21/2025 | 27.68 | 0.00 | 0.00 |
BM | Stocks | 1.35 M | — | BM BMO | 0.50 | Large Cap | | 6/23/2023 | 18.08 | 7.83 | 24.77 |
BM | Stocks | 1.32 M | — | BM BMO | 0.00 | Topic | | 2/9/2026 | 53.43 | 0.00 | 0.00 |
BM | Stocks | 1.1 M | — | BM BMO | 0.00 | High dividend yield | | 2/10/2026 | 43.66 | 3.94 | 20.30 |
BM | Stocks | 1.09 M | — | BM BMO | 0.00 | Healthcare | | 2/9/2026 | 42.86 | 0.00 | 0.00 |
BM | Stocks | 1.08 M | — | BM BMO | 0.00 | High dividend yield | | 2/12/2026 | 42.59 | 0.00 | 0.00 |
BM | Stocks | 1.07 M | — | BM BMO | 0.00 | Information technology | | 2/9/2026 | 41.82 | 0.00 | 0.00 |
BM | Stocks | 1.04 M | — | BM BMO | 0.00 | Large Cap | | 2/9/2026 | 40.90 | 0.00 | 0.00 |
BM | Stocks | 1.01 M | — | BM BMO | 0.00 | Financial titles | | 2/9/2026 | 39.45 | 0.00 | 0.00 |
BM | Stocks | 962,149.56 | — | BM BMO | 0.00 | High dividend yield | | 2/9/2026 | 38.22 | 0.00 | 0.00 |
BM | Stocks | 947,329.2 | — | BM BMO | 0.00 | High dividend yield | | 2/9/2026 | 37.73 | 0.00 | 0.00 |
BM | Commodities | 906,364.44 | — | BM BMO | 0.00 | Gold | LBMA Gold Price PM CAD | 2/9/2026 | 36.66 | 0.00 | 0.00 |
BM | Stocks | 873,399.25 | — | BM BMO | 0.73 | Large Cap | S&P 500 Index - CAD - Benchmark TR Gross Hedged | 10/2/2023 | 34.99 | 0.00 | 0.00 |
BM | Stocks | 811,279.75 | — | BM BMO | 0.00 | Real estate | | 6/29/2023 | 16.39 | 0.00 | 0.00 |
BM | Stocks | 810,584.9 | — | BM BMO | 0.73 | Financial titles | Solactive Equal Weight Canada Banks Index - CAD | 10/2/2023 | 32.59 | 0.00 | 0.00 |
BM | Stocks | — | — | BM BMO | 0.56 | Total Market | MSCI EAFE Enhanced Value Region Neutral Capped Index - CAD | 10/4/2017 | 0.00 | 0.57 | 7.80 |
BM | Stocks | — | 1,280 | BM BMO | 0.00 | Energy | Dow Jones North America Select Junior Gas Index - CAD | 5/19/2010 | 0.00 | 0.00 | 0.00 |
BM | Stocks | — | 100 | BM BMO | 0.00 | — | | 10/15/2010 | - | - | - |