$0
$48.7 Billion
13.36% of portfolio
287,787
Q4 2024
Added 1.96%
$0
$44.7 Billion
12.25% of portfolio
111,813
Q4 2024
Added 1.8%
$0
$29.5 Billion
8.09% of portfolio
304,648
Q4 2024
Added 9.81%
$0
$25.9 Billion
7.09% of portfolio
540,906
Q4 2024
Added 3.4%
$0
$20.8 Billion
5.69% of portfolio
104,799
Q4 2024
Added 2.18%
$0
$16.8 Billion
4.6% of portfolio
63,454
Q4 2024
Added 2.28%
$0
$14 Billion
3.83% of portfolio
178,936
Q4 2024
Reduced 1.54%
$0
$12.8 Billion
3.51% of portfolio
141,781
Q4 2024
Added 3.17%
$3.93T
$6.99 Billion
1.92% of portfolio
27,916
Q4 2024
Reduced 0.59%
$0
$6.8 Billion
1.86% of portfolio
76,314
Q4 2024
Added 2.98%
$0
$6.48 Billion
1.78% of portfolio
168,865
Q4 2024
Added 3.65%
$0
$5.6 Billion
1.54% of portfolio
152,350
Q4 2024
Added 5.93%
Jp Morgan Smart Retirement Blend 2045 R6
-
$4.61 Billion
1.26% of portfolio
-
Q4 2024
Reduced 2.8%
$0
$4.05 Billion
1.11% of portfolio
156,921
Q4 2024
Added 111.28%
$0
$3.81 Billion
1.05% of portfolio
77,750
Q4 2024
Added 5.39%
$0
$3.84 Billion
1.05% of portfolio
50,741
Q4 2024
Added 9.39%
Vanguard Growth Index Admiral
-
$3.64 Billion
1.0% of portfolio
-
Q4 2024
Added 15.48%
$0
$3.49 Billion
0.96% of portfolio
153,925
Q4 2024
Added 129.6%
Jp Morgan Smart Retirement Blend 2040 R6
-
$3.41 Billion
0.93% of portfolio
-
Q4 2024
Reduced 11.06%
$0
$3.31 Billion
0.91% of portfolio
53,042
Q4 2024
Added 0.28%
$0
$3.18 Billion
0.87% of portfolio
46,418
Q4 2024
Added 25.46%
$0
$3.14 Billion
0.86% of portfolio
120,483
Q4 2024
Added 199.73%
$0
$3.05 Billion
0.84% of portfolio
10,592
Q4 2024
Reduced 1.4%
$0
$2.79 Billion
0.77% of portfolio
26,196
Q4 2024
Added 9.71%
Vanguard Target Retirement 2040 Fund
-
$2.75 Billion
0.75% of portfolio
-
Q4 2024
Added 1.13%
$0
$2.65 Billion
0.73% of portfolio
60,155
Q4 2024
Added 2.0%
$1.1T
$2.07 Billion
0.57% of portfolio
10,938
Q4 2024
Reduced 2.16%
$0
$2.06 Billion
0.57% of portfolio
26,683
Q4 2024
Added 7.57%
Vanguard Value Index Admiral
-
$2.09 Billion
0.57% of portfolio
-
Q4 2024
Added 21.11%
$628B
$2.04 Billion
0.56% of portfolio
4,502
Q4 2024
Added 1.42%
$0
$2.06 Billion
0.56% of portfolio
59,477
Q4 2024
Added 0.04%
Jp Morgan Smart Retirement Blend 2050 R6
-
$1.96 Billion
0.54% of portfolio
-
Q4 2024
Added 6.05%
Vanguard Target Retirement 2035 Fund
-
$1.92 Billion
0.53% of portfolio
-
Q4 2024
Added 470.21%
$0
$1.8 Billion
0.49% of portfolio
24,982
Q4 2024
Reduced 0.02%
$0
$1.71 Billion
0.47% of portfolio
35,988
Q4 2024
Reduced 1.65%
$0
$1.58 Billion
0.43% of portfolio
15,326
Q4 2024
Reduced 5.25%
Vanguard Developed Markets Index Admiral
-
$1.52 Billion
0.42% of portfolio
-
Q4 2024
Added 21.09%
$405B
$1.53 Billion
0.42% of portfolio
10,563
Q4 2024
Reduced 1.54%
$0
$1.5 Billion
0.41% of portfolio
19,093
Q4 2024
Reduced 0.26%
Vanguard Target Retirement Income Fund
-
$1.36 Billion
0.37% of portfolio
-
Q4 2024
Reduced 16.95%
$2.31T
$1.34 Billion
0.37% of portfolio
6,117
Q4 2024
Added 1.75%
Jp Morgan Smart Retirement Blend 2055 R6
-
$1.35 Billion
0.37% of portfolio
-
Q4 2024
Added 6.45%
Vanguard Total Bond Market Index Adm
-
$1.34 Billion
0.37% of portfolio
-
Q4 2024
Added 18.88%
Jp Morgan Smart Retirement Blend 2030 R6
-
$1.32 Billion
0.36% of portfolio
-
Q4 2024
Added 2.65%
$0
$1.29 Billion
0.35% of portfolio
14,766
Q4 2024
Reduced 1.97%
$0
$1.22 Billion
0.33% of portfolio
11,458
Q4 2024
Reduced 0.12%
$0
$1.2 Billion
0.33% of portfolio
5,708
Q4 2024
Added 0.09%
Vanguard Target Retirement 2050 Fund
-
$1.17 Billion
0.32% of portfolio
-
Q4 2024
Added 51.68%
Vanguard Target Retirement 2045 Fund
-
$1.18 Billion
0.32% of portfolio
-
Q4 2024
Added 146.67%
$0
$1.13 Billion
0.31% of portfolio
15,176
Q4 2024
New