NXL Nexalin Technology, Inc. Common Stock
XNAS
Stock quote, options chain, IV rank, technicals, AI analysis, and institutional ownership. Iron condor setups Fibonacci levels Insider trading
Market data may be delayed, incomplete, or inaccurate. Not a recommendation to buy, sell, or hold any security. Verify quotes with your broker before trading. See Terms §17.
NXL
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Key stats
Related
About
- Industry (SIC)
- ELECTROMEDICAL & ELECTROTHERAPEUTIC APPARATUS (3845) · industry map
- Exchange
- XNAS
- Market Cap
- $0.0B
- Employees
- 8
- List Date
- 2022-09-16
- CIK
- 0001527352
- Next Earnings
- 2026-11-13
- EPS Forecast
- ($2.91) (1 est.)
- Headquarters
- Houston, TX
- Homepage
- https://www.nexalin.com
Nexalin Technology Inc designs and develops neurostimulation products and bioelectronic medical technology to treat anxiety and insomnia without drugs or psychotherapy. The Company has developed the Generation 1 (Gen 1) medical device, a cranial electrotherapy stimulation (CES) device classified by the U.S. Food and Drug Administration (FDA) as a Class II device. The Company operates as a single operating and reportable segment, focused on the design and development of innovative neurostimulation products. The Company focuses on treating mental health conditions without reliance on drugs or ps…
Summary
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composite
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No summary data available for this symbol yet.
Each spoke is this symbol's rank within its sector (0–100; the dotted ring marks the sector median at 50). Higher is more constructive for a long. One spoke — News sentiment — is an absolute reading, not a sector rank. Grayed spokes have no data. A fuller shape is a summary, not a recommendation.
Chart
Seasonality
| Month | '22 | '23 | '24 | '25 | '26 | Avg |
|---|---|---|---|---|---|---|
| Jan | -- | 35.05% | -12.15% | -9.03% | -2.16% | 2.93% |
| Feb | -- | -19.10% | -20.03% | -11.44% | -18.02% | -17.15% |
| Mar | -- | -5.79% | 324.24% | -19.42% | -22.63% | 69.10% |
| Apr | -- | -2.39% | -19.47% | -4.21% | 0.23% | -6.46% |
| May | -- | -1.10% | -58.58% | -33.52% | 60.40% | -8.20% |
| Jun | -- | -3.11% | 134.72% | -19.03% | -42.76% | 17.45% |
| Jul | -- | -13.83% | -30.72% | 1.01% | -11.11% | -13.66% |
| Aug | -- | -40.01% | -19.19% | -3.30% | -33.95% | -24.11% |
| Sep | -52.00% | 9.70% | -25.68% | -2.55% | -37.06% | -21.52% |
| Oct | 34.86% | -30.12% | 291.51% | 70.49% | -77.35%* | 57.88% |
| Nov | 57.57% | 21.91% | 32.28% | -26.53% | -- | 21.31% |
| Dec | -68.66% | -3.62% | -32.76% | -39.35% | -- | -36.10% |
| Total | -68.03% | -55.17% | 238.10% | -75.79% | -95.22% | -11.22% |
Technical Indicators
Quick-reference for reading the values below. Indicators combine to confirm a view — no single one is a trade signal on its own.
Trend Indicators
- SMA 20 / 50 / 200 — price above = uptrend, below = downtrend. SMA 50 crossing SMA 200 is the golden/death cross.
- EMA 12 / 26 — faster-reacting averages; 12 above 26 is short-term bullish.
- MACD — bullish when MACD > signal (green badge), bearish when below. Divergence from price often precedes reversals.
- ADX (14) — trend strength regardless of direction. <20 range, 20–25 weak trend, 25–50 trend, >50 strong trend.
- +DI / −DI — +DI > −DI favors bulls; the reverse favors bears. Read alongside ADX.
Momentum Oscillators
- RSI (14) — <30 oversold, >70 overbought. 40–60 is neutral; trending names can stay extreme.
- Stochastic %K / %D — <20 oversold, >80 overbought. %K crossing %D is an early momentum signal.
- Williams %R — inverted scale: <−80 oversold, >−20 overbought.
Oscillators work best in range-bound markets; in strong trends they give premature reversal signals.
Volume & Volatility
- Bollinger Bands — price at upper band = overbought, lower = oversold. Narrow bands (squeeze) often precede expansion.
- OBV — cumulative volume; rising OBV confirms uptrend, falling OBV confirms downtrend. Divergence from price is a warning.
- Vol SMA 20 / Vol ROC — today's volume vs. 20-day average. Positive ROC with price move = conviction.
- ATR / True Range — average daily $ move; sizing and stop-loss reference.
- HV 20 / 30 / 60 — realized (historical) volatility. Compare to IV on the options cards: IV > HV = rich premium.
Confluence matters: trend + momentum + volume agreeing carries far more weight than any single indicator. For how these feed the spread scanner score, see the algorithm docs →
Trend Indicators
SMA 20: $3.47
SMA 50: $5.28
SMA 200: $11.29
Current: $1.71
EMA 12: $2.53
EMA 26: $3.57
MACD: -1.0463 | Signal: -0.0466
BEARISH
ADX (14): 19.92
RANGE
+DI: 27.79
−DI: 36.76
Momentum Oscillators
RSI (14): 26.91
OVERSOLD
Stoch %K: 1.41
Stoch %D: 1.54
Williams %R: -98.07
Volume & Volatility
BB Upper: $6.50
BB Lower: $0.43
NEUTRAL
OBV: 67,807,064
Vol SMA 20: 3,278,566
Vol ROC: -31.46%
ATR: $0.64
True Range: $0.24
HV 20: 260.3%
HV 30: 219.8%
HV 60: 164.7%
Data Summary
Data Points: 500
Last Updated:
Date Range: 2024-10-28T00:00:00 – 2026-10-26T00:00:00
AI Analysis
LLM Stock Analysis Report
SYMBOL: NXL
Executive Summary
Overall Assessment: NEUTRAL (Confidence Level: 6/10)
Key Drivers: Positive news sentiment, high volatility, and weak trend signals.
Primary Risks: High beta, high volatility, and lack of earnings data.
Investment Thesis: NXL presents a mixed bag of technical and fundamental signals. The recent positive news headlines and high volatility create an interesting situation for potential investors. However, the stock's high beta and lack of earnings data pose significant risks that must be carefully considered.
Recent News Sentiment Impact: Positive news sentiment has dominated the past few months, with all six recent headlines having a positive tone. This sentiment aligns with the technical signals, which suggest a neutral market environment.
Technical Analysis
Trend Direction: Short-term: DOWN (SMA 20 below current price), Medium-term: NEUTRAL (SMA 50 and EMA 12 around current price), Long-term: UP (SMA 200 above SMA 50)
Support/Resistance Levels: Key resistance levels are the upper Bollinger Band ($0.63) and the previous highs near $0.50. Support levels are the lower Bollinger Band ($0.34) and the recent lows around $0.30.
Momentum Signals:
- RSI (14): 40.93 (neutral)
- MACD: Bullish crossover above signal line
- Bollinger Bands: Neutral, with price touching the middle band
Volume Analysis: Volume is trending down (-88.53% vs historical average), indicating a lack of buying pressure.
News & Sentiment Analysis
Recent Headlines Summary: All six recent headlines are positive, highlighting Nexalin's advancements in dynamic frequency stimulation for anxiety, depression, and insomnia, as well as the company's presence at industry events.
Sentiment Assessment: Positive sentiment dominates, with an overall sentiment score of 6/10 (very positive).
Catalyst Identification: Upcoming earnings release (if available) could be a catalyst, but without earnings data, it's difficult to assess potential impact.
Market Narrative: The recent news headlines and high volatility create a mixed market environment, where both bulls and bears have reasons to participate.
Risk & Volatility Assessment
Beta Interpretation: High beta of 2.31 indicates the stock is more volatile than the broader market (SPY).
Volatility Regime: High volatility regime (1.46) suggests significant price fluctuations are possible.
Options Market Signals: No options data available, but high IV premium vs HV30 suggests implied volatility may be richer than realized.
Downside Protection: Support levels at $0.34 and recent lows around $0.30 provide some downside protection, but the stock's high beta and lack of earnings data pose significant risks.
Market Context & Positioning
Sector Performance: NXL's sector performance is not available due to a lack of industry classification.
Institutional Activity: No institutional activity or volume patterns suggesting institutional interest are available due to limited data.
Correlation Analysis: Correlation with SPY is 0.20, indicating the stock has little correlation with the broader market.
Relative Valuation: NXL's relative valuation within its trading range is not clear without earnings data.
Key Levels & Action Items
Critical Price Levels: $0.63 (upper Bollinger Band), $0.50 (previous highs), and $0.30 (recent lows) are critical price levels to monitor.
Breakout/Breakdown Levels: A breakout above $0.63 or a breakdown below $0.30 could trigger significant moves.
Time-Sensitive Catalysts: Upcoming earnings release (if available) could be a catalyst, but without earnings data, it's difficult to assess potential impact.
Risk Management: Stop-loss levels should be set around the critical price levels mentioned above, and position sizing considerations should account for the stock's high beta.
Generated
News
All NXL news →
NXL Options Activity & IV Rank
Loading options activity...
Spread Scanner GPU
Each spread is ranked by a composite score built in three stages. Full documentation →
Stage 1 — Base Score (GPU scanner)
score = P(profit) × (credit / spread_width)
P(profit) from short leg delta (1 − |delta|), penalised above 85%. Credit uses mid-price to handle illiquid chains fairly.
Stage 2 — Skew Adjustment (±25% cap)
RR and BF (30-delta) from the persisted per-symbol skew snapshot — wing strikes picked by real greeks.delta, not a moneyness proxy. Put skew boosts bull puts, penalises bear calls. High butterfly boosts iron condors. Calendars are skew-neutral.
Stage 3 — Technical Overlay (±50% cap, 5 groups)
Group 1 · Directional Bias (±0.25)
- RSI <40 bullish / >60 bearish
- MACD crossover + histogram trend
- Price vs SMA 50 & SMA 200
Group 2 · Momentum (±0.10)
- Stochastic %K <20 / >80
- Williams %R <−80 / >−20
Group 3 · Volatility (up to −0.25 / +0.15)
- Blended ATR + straddle expected-move penalty
- Bollinger Band signal (+ counter-trend penalty)
- BB width — vol contraction boost for ICs
Group 4 · IV Regime (±0.15)
- IV rank ≥ 75 → strong boost for credit spreads
- IV rank < 25 → penalty (selling cheap vol)
Group 5 · Liquidity (penalty up to −0.10)
- Min open interest across all legs
- OI < 100 → −0.10 · OI < 500 → −0.05
score = base_score × skew_multiplier × tech_multiplier
Both multipliers are shown per spread. Beta is informational only — ATR already captures realized vol. Full algorithm documentation →
Enter a ticker to scan for optimal spread opportunities.
Evaluates all bull put, bear call, iron condor, and calendar spread combinations using GPU-accelerated analysis.
Skew (Wing IV − ATM IV)
DTE:
Wing Δ:
Wing vs ATM
IV(put wing) − IV(ATM), in vol pointsHow much the OTM put trades above (or below) the at-the-money strike. Measures the height of the put-side tail relative to ATM — i.e. how expensive crash insurance is on this name.
- Positive (typical) — wing IV > ATM IV. Standard equity put skew: portfolios bid up crash protection, so OTM puts trade richer than ATM.
- Near zero or negative (unusual) — wing IV ≤ ATM IV. Flat or inverted put side. Common when there's no fear demand, in tightly mean-reverting names, or right after an earnings catalyst clears.
- Percentile vs own 3-yr history: high = wings rich (good time to sell wing premium); low = wings cheap (good time to buy protection).
- Not directional — high or low wings don't predict up or down moves. It's a price tag on tail insurance, not a forecast.
Risk Reversal
IV(call wing) − IV(put wing), equal delta on each sideWhich side of the smile is the market paying up for? Measures the tilt of the surface — call skew vs put skew at matched deltas.
- Negative (typical) — puts richer than calls. Standard equity behavior: hedging demand makes puts carry a premium. Most large-caps sit in the −1 to −5 vol-point range.
- Strongly negative (< −5 pts) — heavy downside hedging, elevated fear, or an upcoming catalyst (earnings, FDA, macro event). Worth flagging.
- Positive — calls richer than puts. Unusual for equities; signals bullish momentum, short-squeeze positioning, or takeover/M&A speculation.
- Near zero — symmetric surface. Market sees roughly equal up/down risk. Rare for large-caps; more common in commodities and FX.
Reading them together
Wing-vs-ATM tells you how expensive the tails are. Risk Reversal tells you which side is favored. Combined:
- High wing percentile + deeply negative RR → strong put bid; stress or major event priced in. Owning protection costs a premium; selling put premium is dangerous.
- Low wing percentile + near-zero RR → complacency; insurance cheap and balanced. Good environment to add cheap downside hedges.
- Positive RR + elevated wings → call-side fear-of-missing-out; common in squeeze setups. Upside calls expensive, downside puts not bid.
14 DTE / 10d
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pts
EXTREME
ATM — / Wing —
30 DTE / 10d
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pts
EXTREME
ATM — / Wing —
Extreme reading.
Historically these have been contrarian — on the small set of observed earnings-day cases, large negative wing-vs-ATM gaps (calls pricing much richer than puts at the same delta) preceded sharp drops in the underlying within 1-12 days. Not financial advice and the dataset is small.
Percentile is the rank of today's reading within ~3 years of this symbol's own history. High percentile = wings are rich relative to history; not a directional signal. Skew is read off the chain in real time, not from CBOE SKEW.
Volatility Surface
Enter a ticker to render the implied volatility surface.
Volatility Smile
Enter a ticker to render the implied volatility smile.
IV Rank (7 DTE)
IV Rank (30 DTE)
Straddle Price (30 DTE)
Beta Analysis
Risk Metrics
Beta: 0.4620
Alpha: -251.08%
Correlation: 0.0448
R-Squared: 0.2%
Stock Volatility: 131.5%
Market Volatility: 12.7%
Analysis Details
Benchmark: SPY
Data Points: 251
Period: 252 trading days
Data Points: 251
Period: 252 trading days
Interpretation:
Low volatility - stock moves less than market
Low volatility - stock moves less than market
Beta & Alpha Over Time
Notable investors who own NXL
1 of 37 tracked investors
| Investor | Value | Share of their portfolio | Rank | Q/Q shares | Source |
|---|---|---|---|---|---|
| Citadel Hedge fund Ken Griffin | $25K | #6142 of 6285 | new | 13F |
Hedge funds, activists, holding companies and family offices we track, from their latest 13F (quarter-end value) and Form 4 filings in the last 3 years. Family offices · all institutions
NXL Institutional Ownership (13F)
Latest filings — 2026-09-30Institutional managers with $100M+ AUM file Form 13F-HR quarterly, due 45 days after quarter end. Holdings are reported gross at quarter-end market value — they are a snapshot, not a real-time position.
- Shares — long equity positions in this name, aggregated across share classes.
- Calls / Puts — notional value of long call / put exposure where this ticker is the underlying.
- % of Float — holder's reported shares divided by the latest diluted shares outstanding. Sums above 100% indicate large custodian / prime broker positions where the same shares are reported by multiple filers.
- Custodian badge — filers with more than 5,000 holdings are typically broker-dealers / custodians reporting customer-held shares, not active managers.
Each filer is counted once at its latest 13F-HR filing. New filings are ingested on a weekly cadence.
| # | Filer | Notional Value | % of Total | Period |
|---|
| # | Filer | Notional Value | % of Total | Period |
|---|
NXL Insider Trading (Form 4)
Latest: 2025-12-23Form 4 filings — insider beneficial-ownership changes by officers, directors, and 10%+ holders. Filed within 2 business days of transaction.
| Filed | Reporter | Role | Action | Shares | Avg Price | Net $ | Link |
|---|---|---|---|---|---|---|---|
| 2025-12-23 | Carolyn Hamby Shelton | Sr. VP - Quality - Regulatory | Grant (A) | +100,000 opt | — | EDGAR | |
| 2025-12-23 | Mark White | CEO | Grant (A) | +1,000,000 opt | — | EDGAR | |
| 2025-12-23 | Justin Van Fleet | CFO | Grant (A) | +100,000 opt | — | EDGAR | |
| 2025-12-23 | Alan Kazden | Director | Grant (A) | +100,000 opt | — | EDGAR | |
| 2025-12-23 | David Owens | Chief Medical Officer | Grant (A) | +1,000,000 opt | — | EDGAR | |
| 2025-12-23 | Ben Hu | Director | Grant (A) | +100,000 opt | — | EDGAR | |
| 2025-09-30 | Alan Kazden | Director | Award (A) | +36,459 | — | EDGAR | |
| 2025-09-30 | Leonard Osser | 10%+ Owner | Award (A) | +166,666 | — | EDGAR | |
| 2025-09-30 | Ben Hu | Director | Award (A) | +36,459 | — | EDGAR | |
| 2025-09-30 | David Owens | Chief Medical Officer | Award (A) | +36,459 | — | EDGAR | |
| 2025-09-12 | David Owens | Chief Medical Officer | Grant (A) | +303,125 opt | — | EDGAR | |
| 2025-09-12 | Marilyn Elson | 10%+ Owner | Sell (S) | −46,300 RSU | — | EDGAR | |
| 2025-09-12 | Carolyn Hamby Shelton | Sr. VP - Quality - Regulatory | Grant (A) | +20,000 opt | — | EDGAR | |
| 2025-07-21 | Leonard Osser | Grant (A) | +600,000 opt | — | EDGAR | ||
| 2025-03-13 | Carolyn Hamby Shelton | Sr. VP - Quality, Regulatory | Buy (P) | +6,000 | $2.20 | $13.2K | EDGAR |
Codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (described in filing footnote — typically 401(k), trust, inheritance) · W = will/inheritance. Only P / S codes carry directional signal.
NXL Insider Holdings
7 insiders · @ $1.71
Officers, directors, and 10%+ owners who have filed a Form 4 in the past two years, ranked by current disclosed exposure (shares × today's price). Shares are direct + indirect (via trusts / LLCs / spouse). Excludes unvested RSU and option grants — those aren't beneficially owned until vest.
| # | Insider | Role | Shares | Disclosed Exposure | Lifetime OM Net | Filings | Last Filed |
|---|---|---|---|---|---|---|---|
| 1 | Marilyn Elson | Ms. Elson serves as CFO | 79,016 | $135.1K | $320.1K | 4 | 2025-09-12 |
| 2 | Leonard Osser | 10%+ Owner | 53,953 | $92.3K | $0 | 5 | 2025-09-30 |
| 3 | Ben Hu | Director | 12,570 | $21.5K | $0 | 3 | 2025-12-23 |
| 4 | Mark White | CEO | 10,304 | $17.6K | $217.9K | 6 | 2025-12-23 |
| 5 | David Owens | Chief Medical Officer | 6,375 | $10.9K | $35.1K | 15 | 2025-12-23 |
| 6 | Alan Kazden | Director | 3,986 | $6.8K | $20.8K | 5 | 2025-12-23 |
| 7 | Carolyn Hamby Shelton | Sr. VP - Quality - Regulatory | 1,000 | $1.7K | $13.2K | 3 | 2025-12-23 |
Lifetime OM Net = signed sum of open-market buys (P) and sells (S) over their career; excludes grants, tax withholdings, and dispositions to issuer. A large negative number is normal for long-tenured executives — they've sold compensation grants over many years.
NXL Board & Officers
As of SEC filings through Dec 23, 2025Directors 5
- Alan Kazden · since Sep 15, 2022
- Ben Hu · since Sep 15, 2022
- Mark White · since Sep 15, 2022
- David Owens · listed since Oct 2023
- Leslie Bernhard · on file since Oct 2024
Officers 4
- Mark White · President/CEO · since Sep 15, 2022
- Justin Van Fleet · CFO · since Aug 1, 2025
- David Owens · Chief Medical Officer · listed since Oct 2023
- Carolyn Hamby Shelton · Sr. VP - Quality - Regulatory · listed since Mar 2025
10% owners 2
- Leonard Osser · listed since Sep 2025
- Marilyn Elson · since Sep 15, 2022
Changes in the last 10 years (19)
| Sep 12, 2025 | Leonard Osser first listed as a 10% owner in an SEC filing |
| Aug 1, 2025 | Justin Van Fleet became CFO |
| Mar 13, 2025 | Carolyn Hamby Shelton listed as Sr. VP - Quality - Regulatory (previously Senior VP) in SEC filings |
| Feb 10, 2025 | Carolyn Hamby Shelton first on file as Senior VP |
| Oct 2, 2024 | Leslie Bernhard first on file as a director |
| Oct 5, 2023 | David Owens first listed as a director in an SEC filing |
| Oct 5, 2023 | David Owens first listed as Chief Medical Officer in an SEC filing |
| Sep 21, 2023 | The company announced the departure of Marilyn Elson as Ms. Elson serves as CFO in an SEC filing |
| Sep 20, 2022 | David Owens reported in an SEC filing no longer being a director |
| Sep 20, 2022 | David Owens reported in an SEC filing no longer being Chief Medical Officer |
| Sep 15, 2022 | Rick Morad became a director |
| Sep 15, 2022 | Mark White became a director |
| Sep 15, 2022 | Mark White became President/CEO |
| Sep 15, 2022 | Marilyn Elson became a 10% owner |
| Sep 15, 2022 | Marilyn Elson became Ms. Elson serves as CFO |
| Sep 15, 2022 | David Owens became a director |
| Sep 15, 2022 | David Owens became Chief Medical Officer |
| Sep 15, 2022 | Ben Hu became a director |
| Sep 15, 2022 | Alan Kazden became a director |
Not reported recently (1)
- Rick Morad · Last reported as a director in an SEC filing dated Jun 30, 2023
Compiled from SEC filings by the company and its directors and officers. Dates are as stated in those filings. Where no filing says when someone left, we show the last filing that listed them.
NXL Proposed Insider Sales (Form 144)
Latest: 2025-09-10
? Form 144 Guide
Last 30d:
0 filings
· Last 90d:
0 filings
What is Form 144? A notice of intent to sell restricted or control stock under Rule 144. Affiliates (officers, directors, 10%+ owners) and holders of restricted shares must file Form 144 when planning to sell more than 5,000 shares or $50,000 in any 3-month rolling window.
How it relates to Form 4: Form 144 is filed before the trade (up to 90 days in advance); Form 4 is filed within 2 business days after the trade executes. Not every Form 144 results in a sale — the filer may cancel or delay. Look for the corresponding Form 4 on the Insider Activity card to confirm a sale actually happened.
10b5-1 plans: Trades made under a pre-scheduled Rule 10b5-1 plan are not discretionary — they execute automatically on dates set months earlier, regardless of news. High 10b5-1 percentages mean less per-filing signal value, though cumulative selling volume still matters.
"Notice value": Aggregate market value the filer wrote into the Form 144 — i.e. the size of the planned sale, not necessarily the executed dollars. An amended notice (Form 144/A) replaces the original it amends, and cancelled notices are dropped, so neither is double-counted above. A filed value that is clearly inconsistent with the share count at the stock's price (a filer typo) shows as a dash and is left out of the totals.
Source & freshness: Sourced from public Form 144 filings. Refreshed daily; new filings typically appear here the morning after they are filed.
| Filed | Filer | Role | Shares | Notice Value | Planned Sale | Broker | Plan | Link |
|---|---|---|---|---|---|---|---|---|
| 2025-09-10 | Elson Marilyn | Associate to Affiliate | 23,150 | — | 2025-09-10 | Ladenburg Thalmann & CO Inc | — | EDGAR |
Notice value is the aggregate market value the filer states they intend to sell — not a confirmed transaction. Compare to Insider Activity (Form 4) to see which planned sales actually executed. Market-wide feed: Planned sales (Form 144).
ETF Holders
9 ETFs hold NXL
9 shown · $8.35M total exposure · 0.02% AUM-weighted avg weight
| # | ETF | Provider | Weight | $ Exposure | ETF AUM | As Of |
|---|---|---|---|---|---|---|
| 1 | VXUS Vanguard Total International Stock ETF | Vanguard | 0.00% | $4.0M | — | 2026-09-30 |
| 2 | VEA Vanguard FTSE Developed Markets ETF | Vanguard | 0.00% | $2.5M | — | 2026-09-30 |
| 3 | VSS Vanguard FTSE All-World EX-US Small-Cap Index Fund | Vanguard | 0.01% | $1.0M | — | 2026-09-30 |
| 4 | GWX State Street® SPDR® S&P® International Small Cap ETF | SPDR (State Street) | 0.03% | $258,256 | $896.9M | 2026-10-23 |
| 5 | VPL Vanguard FTSE Pacific ETF | Vanguard | 0.00% | $251,593 | — | 2026-09-30 |
| 6 | VT Vanguard Total World Stock ETF | Vanguard | 0.00% | $168,202 | — | 2026-09-30 |
| 7 | ISCF iShares International Small-Cap Equity Factor ETF | iShares (BlackRock) | 0.02% | $115,421 | $699.5M | 2026-10-23 |
| 8 | VSGX Vanguard ESG International Stock ETF | Vanguard | 0.00% | $59,647 | — | 2026-10-23 |
| 9 | VXF Vanguard Extended Market ETF | Vanguard | 0.00% | $17,754 | — | 2026-09-30 |
Fundamentals
Quarterly filings sourced from SEC 10-Q / 10-K reports. TTM tiles aggregate the most recent four quarters; bars show the last ~12 quarters oldest → newest.
Metrics
- Revenue — top-line sales. Look for consistent YoY growth; seasonal businesses need same-quarter comparisons (Q4 '24 vs Q4 '23).
- Net Income — bottom-line profit after all expenses. Can be volatile from one-time items; red bars = net loss.
- Diluted EPS — net income per share assuming options/converts are exercised. Direct input to the P/E ratio.
- Operating Cash Flow — cash generated from core operations, before capex and financing. Harder to manipulate than net income; growing OCF is a quality signal.
How to read the bars
- Sequential growth — quarter-over-quarter trend. Accelerating bars are a momentum signal.
- YoY growth — compare to the same quarter a year earlier to remove seasonality.
- Quality — OCF should roughly track Net Income over time. Large divergence (net income ≫ OCF) flags accruals risk.
- Margins — scan the bar ratios: Net Income / Revenue tells you margin trend without needing a separate chart.
TTM (trailing-twelve-month) smooths seasonality and is used for the P/E calculation. Filings appear 30–90 days after the period closes.