$0
$5,000
0.0% of portfolio
150
Q3 2023
New
-
$0
0.0% of portfolio
-
Q2 2024
Added 2,200.0%
$0
$241,000
0.0% of portfolio
3,337
Q3 2024
Added 0.91%
$693M
$2,000
0.0% of portfolio
68
Q1 2024
Added 112.5%
$1.03B
$0
0.0% of portfolio
26
Q2 2024
New
$3.19B
$5,000
0.0% of portfolio
66
Q3 2024
Added 312.5%
$645M
$192,000
0.0% of portfolio
26,000
Q2 2024
Reduced 0.63%
$401M
$660,000
0.0% of portfolio
25,691
Q3 2024
Reduced 7.29%
Capital Group Core Balanced
-
$0
0.0% of portfolio
-
Q3 2024
Reduced 1.34%
$0
$257,000
0.0% of portfolio
7,524
Q3 2024
Added 57.64%
Capital Group Dividend Growe
-
$0
0.0% of portfolio
-
Q2 2024
New
$0
$820,000
0.0% of portfolio
22,509
Q3 2024
Added 32.66%
$0
$821,000
0.0% of portfolio
27,242
Q3 2024
Added 8.97%
$0
$876,000
0.0% of portfolio
25,204
Q3 2024
Added 24.77%
Capital Group International
-
$0
0.0% of portfolio
-
Q3 2024
New
$0
$500,000
0.0% of portfolio
18,545
Q3 2024
Added 43.57%
Capital Grp Fixed Incm ETF T
-
$0
0.0% of portfolio
-
Q3 2024
Added 267.21%
-
$0
0.0% of portfolio
-
Q3 2024
Added 16.14%
-
$0
0.0% of portfolio
-
Q2 2024
Added 97.48%
$643M
$140,000
0.0% of portfolio
5,556
Q3 2024
Reduced 21.91%
$941M
$261,000
0.0% of portfolio
44,697
Q3 2024
Reduced 3.08%
$15.6M
$0
0.0% of portfolio
40
Q4 2023
Reduced 47.37%
$131M
$7,000
0.0% of portfolio
2,412
Q3 2024
Reduced 10.43%
$1.33B
$34,000
0.0% of portfolio
1,094
Q3 2024
Added 17.89%
$3.87B
$949,000
0.0% of portfolio
31,616
Q3 2024
Added 9.39%
$134M
$0
0.0% of portfolio
127
Q2 2024
New
$0
$156,000
0.0% of portfolio
9,218
Q3 2024
Added 1.23%
$1.34B
$390,000
0.0% of portfolio
23,291
Q3 2024
Reduced 3.5%
$21.5B
$431,000
0.0% of portfolio
2,478
Q3 2024
Added 51.84%
$609M
$84,000
0.0% of portfolio
2,045
Q3 2024
Added 4.07%
$160M
$5,000
0.0% of portfolio
200
Q3 2023
New
$11B
$1.24 Million
0.0% of portfolio
20,391
Q3 2024
Reduced 2.69%
$2.3B
$839,000
0.0% of portfolio
42,210
Q3 2024
Added 2.09%
-
$0
0.0% of portfolio
-
Q3 2024
Reduced 4.83%
$4.24B
$550,000
0.0% of portfolio
8,177
Q3 2024
Added 21.94%
$0
$230,000
0.0% of portfolio
35,028
Q3 2024
Reduced 11.61%
$1.13B
$396,000
0.0% of portfolio
5,625
Q3 2024
Added 2.46%
$1.41B
$598,000
0.0% of portfolio
19,062
Q3 2024
Reduced 7.91%
$454M
$130,000
0.0% of portfolio
3,587
Q3 2024
Reduced 0.39%
$882M
$286,000
0.0% of portfolio
9,731
Q3 2024
Reduced 2.24%
$1.28B
$0
0.0% of portfolio
7
Q2 2024
Reduced 86.54%
$1.14B
$5,000
0.0% of portfolio
95
Q1 2024
Reduced 48.37%
-
$0
0.0% of portfolio
-
Q3 2024
Reduced 68.87%
$2.1B
$330,000
0.0% of portfolio
20,360
Q3 2024
Reduced 0.14%
$2.88B
$1.05 Million
0.0% of portfolio
10,153
Q3 2024
Reduced 6.54%
$1.8B
$506,000
0.0% of portfolio
43,266
Q3 2024
Reduced 10.63%
$677M
$216,000
0.0% of portfolio
8,970
Q3 2024
Added 0.99%
-
$0
0.0% of portfolio
-
Q1 2024
New
$5.9B
$74,000
0.0% of portfolio
786
Q3 2024
Reduced 13.44%
$398M
$4,000
0.0% of portfolio
3,437
Q3 2024
Added 384.77%