$0
$324,000
0.02% of portfolio
2,517
Q1 2025
Added 32.82%
$0
$251,000
0.02% of portfolio
19,826
Q1 2025
Reduced 17.9%
$0
$292,000
0.02% of portfolio
10,546
Q3 2024
Added 6.94%
$0
$294,000
0.02% of portfolio
2,321
Q4 2024
Reduced 39.4%
$35.6B
$279,000
0.02% of portfolio
2,531
Q1 2025
Reduced 7.32%
$0
$378,000
0.02% of portfolio
7,593
Q2 2023
Reduced 31.24%
$89B
$248,000
0.02% of portfolio
713
Q3 2024
Reduced 6.43%
$27B
$365,000
0.02% of portfolio
4,425
Q2 2024
Reduced 1.78%
$18.6B
$261,000
0.02% of portfolio
7,479
Q1 2025
Reduced 91.71%
$103B
$241,000
0.02% of portfolio
1,112
Q1 2025
Reduced 19.83%
$6.81B
$184,000
0.01% of portfolio
8,125
Q3 2024
New
$47.9B
$229,000
0.01% of portfolio
5,494
Q1 2025
Reduced 2.45%
$97.1B
$205,000
0.01% of portfolio
1,840
Q1 2025
Reduced 8.87%
$61.2B
$228,000
0.01% of portfolio
3,602
Q1 2025
Reduced 0.41%
$0
$207,000
0.01% of portfolio
1,700
Q1 2025
Reduced 5.56%
$132B
$204,000
0.01% of portfolio
105
Q1 2025
New
$132M
$136,000
0.01% of portfolio
13,640
Q2 2024
New
$0
$200,000
0.01% of portfolio
1,674
Q3 2024
New
$0
$215,000
0.01% of portfolio
4,766
Q1 2025
New
$0
$205,000
0.01% of portfolio
18,980
Q1 2025
Reduced 13.84%
$8.96B
$225,000
0.01% of portfolio
2,557
Q1 2025
Added 15.54%
$79.5B
$169,000
0.01% of portfolio
1,350
Q1 2024
New
$0
$223,000
0.01% of portfolio
9,985
Q1 2025
New
$0
$220,000
0.01% of portfolio
9,561
Q1 2025
New
$0
$218,000
0.01% of portfolio
9,432
Q1 2025
New
$33.5B
$219,000
0.01% of portfolio
1,230
Q3 2024
New
$0
$229,000
0.01% of portfolio
892
Q1 2024
Reduced 5.31%
$0
$206,000
0.01% of portfolio
1,414
Q1 2025
New
$0
$213,000
0.01% of portfolio
12,785
Q4 2024
Reduced 41.61%
$38.4B
$216,000
0.01% of portfolio
2,879
Q1 2025
Reduced 0.21%
Invesco Bulletshares 2033 Municipal Bond ETF
-
$0
0.0% of portfolio
-
Q1 2025
Added 10.83%
Markel Group Inc Formerly Markel CO
-
$0
0.0% of portfolio
-
Q1 2025
Reduced 14.37%
Rtx Corporation (Formerly Raytheon Tech)
-
$0
0.0% of portfolio
-
Q1 2025
Reduced 2.35%
-
$0
0.0% of portfolio
-
Q1 2025
Reduced 0.93%
-
$0
0.0% of portfolio
-
Q2 2024
New
-
$0
0.0% of portfolio
-
Q1 2025
Added 3.52%
-
$0
0.0% of portfolio
-
Q1 2025
Added 5.88%
-
$0
0.0% of portfolio
-
Q1 2025
Reduced 0.73%
-
$0
0.0% of portfolio
-
Q4 2024
New
-
$0
0.0% of portfolio
-
Q1 2025
Reduced 0.73%
Canadian Pacific Kansas City Com
-
$0
0.0% of portfolio
-
Q1 2025
Reduced 9.8%
-
$0
0.0% of portfolio
-
Q1 2025
Added 16.57%
Te Connectivity PLC Ord Shs
-
$0
0.0% of portfolio
-
Q1 2025
Reduced 19.19%
Invesco Bulletshares 2032 Municipal Bond ETF
-
$0
0.0% of portfolio
-
Q1 2025
Added 12.28%
Ishares Ibonds Dec 2034 Term Treasury ETF
-
$0
0.0% of portfolio
-
Q1 2025
Added 32.24%
-
$0
0.0% of portfolio
-
Q1 2025
Reduced 6.59%
Brookfield Asset Mgmt LTD Class A Voting Sha
-
$0
0.0% of portfolio
-
Q1 2025
Reduced 9.78%
-
$0
0.0% of portfolio
-
Q1 2025
Reduced 5.36%
$0
$50,000
0.0% of portfolio
10,700
Q3 2022
Reduced 4.25%
-
$0
0.0% of portfolio
-
Q1 2025
Reduced 0.08%