$0
$23 Billion
16.35% of portfolio
112,352
Q4 2023
New
$0
$19.9 Billion
14.11% of portfolio
148,902
Q2 2025
Added 0.16%
$1.01T
$13.3 Billion
9.42% of portfolio
41,725
Q2 2025
Added 3,238.0%
$0
$9.25 Billion
6.58% of portfolio
187,052
Q4 2023
New
$52.3B
$7.88 Billion
5.6% of portfolio
126,379
Q2 2025
Reduced 21.27%
$0
$7.34 Billion
5.22% of portfolio
81,423
Q4 2023
New
$0
$6.95 Billion
4.94% of portfolio
86,787
Q2 2025
Added 0.44%
$0
$6.82 Billion
4.85% of portfolio
76,531
Q2 2025
Added 0.03%
$0
$5.46 Billion
3.88% of portfolio
9,606
Q2 2025
Added 0.16%
$0
$4.66 Billion
3.31% of portfolio
19,644
Q2 2025
Added 46.9%
$104B
$4.66 Billion
3.31% of portfolio
15,282
Q2 2025
Reduced 16.29%
$0
$3.38 Billion
2.4% of portfolio
11,810
Q4 2023
New
$0
$2.93 Billion
2.08% of portfolio
16,605
Q2 2025
Reduced 0.05%
$55.7B
$1.83 Billion
1.3% of portfolio
100,683
Q2 2025
Added 126.72%
$124B
$1.29 Billion
0.92% of portfolio
8,606
Q2 2025
New
$527B
$1.06 Billion
0.75% of portfolio
789
Q2 2025
Reduced 3.66%
$447B
$949 Million
0.67% of portfolio
6,008
Q1 2025
Added 68.34%
$1.18T
$873 Million
0.62% of portfolio
4,954
Q1 2025
Reduced 5.64%
$879B
$805 Million
0.57% of portfolio
2,778
Q1 2025
Reduced 5.38%
$0
$717 Million
0.51% of portfolio
12,868
Q1 2024
Reduced 26.84%
$1.2T
$723 Million
0.51% of portfolio
4,075
Q4 2023
New
$466B
$695 Million
0.49% of portfolio
6,450
Q2 2025
Added 25.24%
$0
$635 Million
0.45% of portfolio
3,591
Q2 2025
Added 5.06%
$179B
$567 Million
0.4% of portfolio
3,560
Q2 2025
Reduced 0.28%
$220M
$552 Million
0.39% of portfolio
187,786
Q4 2023
New
$25.5B
$544 Million
0.39% of portfolio
7,182
Q1 2025
Reduced 0.5%
Vanguard Calif Tax Free Fds
-
$531 Million
0.38% of portfolio
-
Q2 2025
Added 0.42%
$0
$530 Million
0.38% of portfolio
10,807
Q2 2025
Added 0.52%
$135B
$526 Million
0.37% of portfolio
2,508
Q2 2025
Added 36.68%
$0
$462 Million
0.33% of portfolio
1,520
Q2 2025
Added 7.65%
$64.4B
$446 Million
0.32% of portfolio
1,581
Q4 2024
Reduced 0.32%
$38.8B
$434 Million
0.31% of portfolio
6,172
Q2 2025
Added 4.22%
$103B
$419 Million
0.3% of portfolio
572
Q1 2025
Reduced 9.49%
$6.24B
$384 Million
0.27% of portfolio
4,260
Q2 2025
Added 1,400.0%
$72.2B
$382 Million
0.27% of portfolio
6,078
Q2 2025
Reduced 23.85%
$179B
$361 Million
0.26% of portfolio
3,958
Q3 2024
Reduced 33.36%
$574B
$370 Million
0.26% of portfolio
1,042
Q2 2024
Reduced 0.1%
$94B
$352 Million
0.25% of portfolio
504
Q3 2024
New
$153B
$353 Million
0.25% of portfolio
695
Q2 2025
Added 33.65%
$619B
$342 Million
0.24% of portfolio
705
Q2 2025
Added 17.11%
$385B
$339 Million
0.24% of portfolio
7,167
Q3 2024
Reduced 35.76%
$123B
$335 Million
0.24% of portfolio
1,214
Q4 2024
Reduced 16.51%
$60.7B
$324 Million
0.23% of portfolio
1,212
Q4 2024
Reduced 0.25%
$83.5B
$316 Million
0.22% of portfolio
14,124
Q4 2024
Added 0.37%
$81.8B
$314 Million
0.22% of portfolio
4,546
Q2 2025
Added 13.14%
$249B
$297 Million
0.21% of portfolio
953
Q2 2025
Added 13.59%
$15.5B
$278 Million
0.2% of portfolio
2,199
Q3 2024
New
$123B
$284 Million
0.2% of portfolio
3,166
Q2 2025
Reduced 0.09%
$35.9B
$283 Million
0.2% of portfolio
516
Q3 2024
Added 27.41%
$86B
$275 Million
0.2% of portfolio
800
Q2 2025
Added 9.14%