$1.43T
$25.8 Billion
15.55% of portfolio
58,036
Q3 2025
Added 39.09%
$0
$25.3 Billion
15.24% of portfolio
117,216
Q3 2025
Added 4.33%
$0
$22.2 Billion
13.36% of portfolio
157,226
Q3 2025
Added 5.59%
$0
$10.6 Billion
6.41% of portfolio
196,446
Q3 2025
Added 5.02%
$63.7B
$9.28 Billion
5.59% of portfolio
127,457
Q3 2025
Added 0.85%
$0
$7.65 Billion
4.61% of portfolio
85,423
Q3 2025
Added 4.91%
$0
$7.6 Billion
4.58% of portfolio
89,798
Q3 2025
Added 3.47%
$0
$7.27 Billion
4.38% of portfolio
79,492
Q3 2025
Added 3.87%
$0
$5.93 Billion
3.57% of portfolio
9,685
Q3 2025
Added 0.82%
$0
$5.44 Billion
3.28% of portfolio
21,406
Q3 2025
Added 8.97%
$127B
$5 Billion
3.01% of portfolio
14,064
Q3 2025
Reduced 7.97%
$0
$3.78 Billion
2.28% of portfolio
11,797
Q3 2025
Reduced 0.11%
$0
$3.43 Billion
2.07% of portfolio
18,119
Q3 2025
Added 9.12%
$52.2B
$1.73 Billion
1.04% of portfolio
100,683
Q2 2025
Added 126.72%
$109B
$1.47 Billion
0.89% of portfolio
8,606
Q2 2025
New
$1.5T
$1.32 Billion
0.8% of portfolio
5,446
Q3 2025
Added 9.93%
$477B
$1.12 Billion
0.68% of portfolio
6,008
Q1 2025
Added 68.34%
$1.64T
$992 Million
0.6% of portfolio
4,075
Q4 2023
New
$487B
$946 Million
0.57% of portfolio
789
Q2 2025
Reduced 3.66%
$0
$825 Million
0.5% of portfolio
4,422
Q3 2025
Added 23.14%
$892B
$800 Million
0.48% of portfolio
2,536
Q3 2025
Reduced 8.71%
$483B
$727 Million
0.44% of portfolio
6,450
Q2 2025
Added 25.24%
Vanguard Calif Tax Free Fds
-
$672 Million
0.41% of portfolio
-
Q3 2025
Added 23.75%
$211B
$662 Million
0.4% of portfolio
3,979
Q3 2025
Added 11.77%
$29.3B
$627 Million
0.38% of portfolio
6,973
Q3 2025
Reduced 2.91%
$133B
$602 Million
0.36% of portfolio
2,788
Q3 2025
Added 11.16%
$0
$589 Million
0.35% of portfolio
1,794
Q3 2025
Added 18.03%
$0
$566 Million
0.34% of portfolio
11,297
Q3 2025
Added 4.53%
$162M
$462 Million
0.28% of portfolio
187,786
Q4 2023
New
$56.7B
$430 Million
0.26% of portfolio
1,576
Q3 2025
Reduced 0.32%
$6.02B
$395 Million
0.24% of portfolio
3,668
Q3 2025
Reduced 13.9%
$99.5B
$382 Million
0.23% of portfolio
504
Q3 2024
New
$172B
$378 Million
0.23% of portfolio
3,958
Q3 2024
Reduced 33.36%
$70.3B
$385 Million
0.23% of portfolio
6,078
Q2 2025
Reduced 23.85%
$425B
$370 Million
0.22% of portfolio
7,167
Q3 2024
Reduced 35.76%
$646B
$354 Million
0.21% of portfolio
705
Q2 2025
Added 17.11%
$221B
$348 Million
0.21% of portfolio
717
Q3 2025
Added 36.31%
$108B
$343 Million
0.21% of portfolio
4,546
Q2 2025
Added 13.14%
$147B
$357 Million
0.21% of portfolio
1,081
Q3 2025
Reduced 10.96%
$38.5B
$325 Million
0.2% of portfolio
516
Q3 2024
Added 27.41%
$342B
$329 Million
0.2% of portfolio
953
Q2 2025
Added 13.59%
$117B
$325 Million
0.2% of portfolio
421
Q3 2025
Reduced 26.4%
$63.4B
$338 Million
0.2% of portfolio
1,212
Q4 2024
Reduced 0.25%
$498B
$308 Million
0.19% of portfolio
1,660
Q4 2024
Added 0.61%
$35.7B
$318 Million
0.19% of portfolio
4,958
Q3 2025
Reduced 19.67%
$144B
$318 Million
0.19% of portfolio
695
Q2 2025
Added 33.65%
$53.3B
$294 Million
0.18% of portfolio
1,573
Q4 2024
Added 45.38%
$91.7B
$302 Million
0.18% of portfolio
496
Q2 2025
Reduced 25.75%
$113B
$299 Million
0.18% of portfolio
3,166
Q2 2025
Reduced 0.09%
$2.31T
$292 Million
0.18% of portfolio
1,328
Q3 2025
New