ETFs

Ticker: BKLC

Annual Fee: 0%

Teaser Rate Y/N: N 😁

Category: US Stock / Large Cap Blend

Notes: Will always be 0%

Ticker: BKAG

Annual Fee: 0%

Teaser Rate Y/N: N 😁

Category: US Bond / Diversified Investment Grade

Notes: Will always be 0%. The only 0% bond ETF or mutual fund

Ticker: SFY

Annual Fee: 0%

Teaser Rate Y/N: Y 😭 Teaser until 06/30/2024 Full Fee 0.19%

Category: US Stock / Mid Cap Blend

Notes: Teasers may get extended. Best non teaser rate low fee alternates are Fidelity 500 Index Fund (FXAIX) at 0.015% 2nd best Schwab S&P 500 Index Fund (SWPPX) 0.02% best ETF alternate is Vanguard S&P 500 ETF (VOO) or SPDR Portfolio S&P 500 ETF (SPLG) both at 0.03%. Unless you are using an IRA watch out for getting stuck in 0.19% with taxable gains.

Ticker: SFYX

Annual Fee: 0%

Teaser Rate Y/N: Y 😭 Teaser until 06/30/2024 Full Fee 0.19%

Category: US Stock / US Stock / Small to Mid Cap Blend

Notes: Teasers may get extended. Best non teaser rate low fee alternates are Vanguard Mid-Cap ETF (VO) or Schwab US Mid-Cap ETF (SCHM) both 0.04% Unless you are using an IRA watch out for getting stuck in 0.19% with taxable gains.

Ticker: COWS

Annual Fee: 0%

Teaser Rate Y/N: Y 😭 Teaser until 9/11/24 Full Fee 0.39%

Category: US Stock / Dividend focus

Notes: Teasers may get extended. Best non teaser rate low fee alternates iShares Core Dividend ETF (DIVB). Unless you are using an IRA, watch out for getting stuck in 0.39% ETF when teaser expires with taxable gains.

Ticker: GCAD

Annual Fee: 0%

Teaser Rate Y/N: Y 😭 Teaser until 1/3/24 Full Fee 0.90% 😭😭

Category: US Stock / Aerospace Defense Sector

Notes: Actively managed (not an index fund). 0% only on 1st $25 M in assets (recent TNA $4M). Teasers may get extended. Best non teaser rate low fee alternates SPDR S&P Aerospace & Defense ETF (XAR). Unless you are using an IRA, watch out for getting stuck in 0.90% ETF when teaser expires with taxable gains. If you don't want to make $ from wars, this is not your fund. 

Ticker: GAST

Annual Fee: 0%

Teaser Rate Y/N: Y 😭 Teaser until 1/3/24 Full Fee 0.90% 😭😭

Category: US Stock / Aerospace Defense Sector

Notes: Actively managed (not an index fund). 0% only on 1st $25 M in TNA (recent assets $5M). Teasers may get extended. Best non teaser rate lowish fee alternates WisdomTree Artificial Intelligence and Innovation Fund (WTAI). Unless you are using an IRA, watch out for getting stuck in 0.90% ETF when teaser expires. If you don't want to make $ from wars, this is not your fund. 

Ticker: LOPP

Annual Fee: 0%

Teaser Rate Y/N: Y 😭 Teaser until 4/30/24 Full Fee 0.90% 😭😭

Category: US Stock / Environmental Theme

Notes: Actively managed (not an index fund). Teasers may get extended. 0% only on 1st $100 M in TNA (recent TNA $11M). Unless you are using an IRA, watch out for getting stuck in 0.90% ETF when teaser expires. Don't ask why the same fund family does a defense fund and a love our people and planet fund.

Ticker: GABF

Annual Fee: 0%

Teaser Rate Y/N: Y 😭 Teaser until 4/30/24 Full Fee 0.90% 😭😭

Category: US Stock / Environmental Theme

Notes: Actively managed (not an index fund). Teasers may get extended. 0% only on 1st $100 M in TNA (recent TNA $11M). Unless you are using an IRA, watch out for getting stuck in 0.90% ETF when teaser expires. Don't ask why the same fund family does a defense fund and a love our people and planet fund.