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Selected Funds & Models

Quarterly fund lists for research and model-portfolio building.

LatestThis is the most current quarter.
Q1 2026 Sheet Selected Funds & Models

Updated: 01/28/26 · Format: Google Sheet + XLS

Previous Quarters

Q4 2025 Sheet Selected Funds & Models

Updated: 12/23/25 · Format: Google Sheet + XLS

Q3 2025 Sheet Selected Funds & Models

Updated: 09/21/25 · Format: Google Sheet + XLS