Curated Funds & Models

Quarterly fund lists for research and model-portfolio building.

LatestThis is the most current quarter.

Q1 2026 Sheet Curated Funds

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

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Previous Quarters

Q4 2025 Sheet Curated Funds

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

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Q3 2025 Sheet Curated Funds

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

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