$3.85B
$291,000
0.0% of portfolio
6,915
Q2 2025
New
$47B
$3.25 Million
0.0% of portfolio
335,061
Q2 2025
Reduced 11.0%
$0
$275,000
0.0% of portfolio
20,925
Q2 2025
Added 0.38%
$0
$2.56 Million
0.0% of portfolio
112,581
Q2 2025
Added 92.5%
$5.43B
$2.64 Million
0.0% of portfolio
295,488
Q2 2025
Added 9.56%
$7.94B
$1.4 Million
0.0% of portfolio
4,284
Q2 2025
Reduced 0.53%
$7.04B
$402,000
0.0% of portfolio
10,611
Q2 2025
Added 17.2%
-
$1.21 Million
0.0% of portfolio
-
Q2 2025
Added 2.47%
$0
$2.15 Million
0.0% of portfolio
29,161
Q2 2025
Reduced 2.87%
$0
$1.65 Million
0.0% of portfolio
10,758
Q2 2025
Reduced 62.4%
$0
$591,000
0.0% of portfolio
11,155
Q2 2025
New
$0
$650,000
0.0% of portfolio
6,587
Q2 2025
Reduced 11.21%
$0
$298,000
0.0% of portfolio
7,778
Q2 2025
Reduced 6.54%
$0
$559,000
0.0% of portfolio
23,055
Q2 2025
Reduced 10.92%
$0
$1.05 Million
0.0% of portfolio
41,140
Q2 2025
Reduced 46.41%
$0
$1.55 Million
0.0% of portfolio
34,164
Q2 2025
Added 73.55%
$0
$1.4 Million
0.0% of portfolio
55,207
Q2 2025
Reduced 14.2%
$0
$1.97 Million
0.0% of portfolio
116,627
Q2 2025
Reduced 40.02%
$0
$269,000
0.0% of portfolio
2,447
Q2 2025
Added 3.55%
-
$923,000
0.0% of portfolio
-
Q2 2025
Added 0.3%
$0
$3.23 Million
0.0% of portfolio
14,025
Q2 2025
Reduced 48.13%
$0
$1.17 Million
0.0% of portfolio
13,287
Q2 2025
Reduced 28.66%
$0
$643,000
0.0% of portfolio
15,850
Q2 2025
Reduced 9.2%
$0
$380,000
0.0% of portfolio
22,028
Q2 2025
Reduced 24.39%
$0
$688,000
0.0% of portfolio
6,283
Q2 2025
Added 0.19%
$0
$1.86 Million
0.0% of portfolio
16,418
Q2 2025
Reduced 19.02%
$0
$2.72 Million
0.0% of portfolio
23,738
Q2 2025
Added 122.6%
$0
$2.44 Million
0.0% of portfolio
28,474
Q2 2025
Reduced 50.05%
Vanguard Calif Tax Free Fds
-
$2.92 Million
0.0% of portfolio
-
Q2 2025
Added 68.0%
-
$1.16 Million
0.0% of portfolio
-
Q2 2025
Added 30.08%
-
$996,000
0.0% of portfolio
-
Q2 2025
New
$0
$1.78 Million
0.0% of portfolio
38,481
Q2 2025
Reduced 1.52%
-
$2.99 Million
0.0% of portfolio
-
Q2 2025
Added 193.18%
-
$460,000
0.0% of portfolio
-
Q2 2025
Added 55.26%
$0
$242,000
0.0% of portfolio
3,128
Q2 2025
Reduced 6.38%
$0
$677,000
0.0% of portfolio
9,768
Q2 2025
Added 0.73%
$0
$1.61 Million
0.0% of portfolio
7,701
Q2 2025
Reduced 25.79%
$0
$1.79 Million
0.0% of portfolio
12,849
Q2 2025
Reduced 0.09%
-
$3.53 Million
0.0% of portfolio
-
Q2 2025
Reduced 1.37%
$0
$899,000
0.0% of portfolio
7,008
Q2 2025
Reduced 74.15%
$0
$2.68 Million
0.0% of portfolio
15,560
Q2 2025
Reduced 5.93%
$0
$1.3 Million
0.0% of portfolio
9,674
Q2 2025
Reduced 13.26%
$0
$737,000
0.0% of portfolio
5,127
Q2 2025
Reduced 1.4%
$0
$1.1 Million
0.0% of portfolio
9,320
Q2 2025
Reduced 0.05%
$0
$948,000
0.0% of portfolio
14,504
Q2 2025
Added 81.37%
$0
$3.4 Million
0.0% of portfolio
51,914
Q2 2025
Reduced 30.7%
$0
$307,000
0.0% of portfolio
4,843
Q2 2025
Added 7.05%
$27.3B
$3.5 Million
0.0% of portfolio
55,435
Q2 2025
Reduced 3.1%
$135M
$58,000
0.0% of portfolio
27,155
Q2 2025
New
-
$2.12 Million
0.0% of portfolio
-
Q2 2025
Reduced 39.88%