$8.31B
$33,000
0.01% of portfolio
400
Q1 2023
Reduced 50.0%
$93.5B
$34,000
0.01% of portfolio
-
Q1 2024
New
$58.1B
$34,000
0.01% of portfolio
530
Q1 2023
New
$16.5B
$34,000
0.01% of portfolio
225
Q1 2022
New
$168B
$37,000
0.01% of portfolio
872
Q1 2023
Reduced 27.63%
$13B
$39,000
0.01% of portfolio
328
Q1 2024
New
$50.7B
$32,000
0.01% of portfolio
1,430
Q1 2024
New
$3.53B
$30,000
0.01% of portfolio
567
Q4 2022
New
$31.3B
$30,000
0.01% of portfolio
600
Q3 2022
New
$21B
$27,000
0.01% of portfolio
70
Q1 2024
New
$4.99B
$26,000
0.01% of portfolio
500
Q1 2023
Reduced 48.29%
$0
$24,000
0.01% of portfolio
200
Q1 2024
New
$37.5B
$24,000
0.01% of portfolio
350
Q1 2022
New
$307B
$23,000
0.01% of portfolio
150
Q1 2024
Reduced 13.79%
-
$48,000
0.01% of portfolio
-
Q1 2024
New
$23.8B
$40,000
0.01% of portfolio
310
Q1 2022
New
$110M
$41,000
0.01% of portfolio
20,086
Q2 2022
Added 49.47%
$158B
$45,000
0.01% of portfolio
500
Q1 2023
Reduced 62.49%
$9.49B
$66,000
0.01% of portfolio
-
Q1 2024
New
$33.1B
$65,000
0.01% of portfolio
1,826
Q1 2024
Reduced 25.07%
$45B
$65,000
0.01% of portfolio
756
Q4 2022
New
$159B
$62,000
0.01% of portfolio
150
Q3 2023
Reduced 25.0%
$86B
$59,000
0.01% of portfolio
1,100
Q1 2023
Reduced 16.09%
$374M
$58,000
0.01% of portfolio
2,000
Q1 2022
New
$173B
$56,000
0.01% of portfolio
1,357
Q1 2024
Reduced 22.19%
$36.7B
$54,000
0.01% of portfolio
-
Q1 2024
New
Schwab Cap Trs&P 500 Select
-
$66,000
0.01% of portfolio
-
Q1 2022
New
$0
$47,000
0.01% of portfolio
362
Q1 2022
New
$32.5B
$49,000
0.01% of portfolio
1,500
Q1 2022
New
$175B
$49,000
0.01% of portfolio
200
Q1 2024
New
Veolia Environnement Sa (Euros
-
$52,000
0.01% of portfolio
-
Q1 2024
New
$231B
$52,000
0.01% of portfolio
900
Q2 2022
Reduced 18.18%
$31.8B
$15,000
0.0% of portfolio
150
Q1 2024
New
$907M
$15,000
0.0% of portfolio
200
Q1 2024
New
$143B
$14,000
0.0% of portfolio
73
Q4 2022
Added 7.35%
-
$14,000
0.0% of portfolio
-
Q1 2024
New
$84.4B
$14,000
0.0% of portfolio
200
Q1 2023
Reduced 82.86%
$98.2B
$13,000
0.0% of portfolio
55
Q1 2024
New
$0
$11,000
0.0% of portfolio
245
Q1 2024
New
$76.9B
$11,000
0.0% of portfolio
121
Q1 2023
Reduced 88.0%
$36.1B
$15,000
0.0% of portfolio
275
Q1 2022
New
American Water Works CO Inc
-
$11,000
0.0% of portfolio
-
Q1 2024
New
$134B
$22,000
0.0% of portfolio
1,306
Q1 2023
Reduced 37.66%
$2.64B
$21,000
0.0% of portfolio
231
Q1 2022
New
$0
$20,000
0.0% of portfolio
60
Q2 2023
Reduced 44.44%
$11.8B
$18,000
0.0% of portfolio
150
Q1 2022
New
$81.8B
$18,000
0.0% of portfolio
108
Q1 2022
New
$50.8B
$16,000
0.0% of portfolio
1,240
Q1 2024
Reduced 98.18%
$0
$16,000
0.0% of portfolio
72
Q2 2023
Reduced 37.39%
$105B
$15,000
0.0% of portfolio
120
Q2 2023
Reduced 7.69%