$0
$196 Million
12.93% of portfolio
477,676
Q4 2024
Reduced 1.4%
$0
$182 Million
12.01% of portfolio
1,075,228
Q4 2024
Added 0.62%
$0
$116 Million
7.68% of portfolio
431,571
Q4 2024
Reduced 0.02%
$0
$73 Million
4.82% of portfolio
251,936
Q4 2024
Added 0.07%
$0
$66.6 Million
4.39% of portfolio
1,049,446
Q4 2024
Reduced 3.81%
$2.99T
$47.6 Million
3.14% of portfolio
112,874
Q4 2024
Reduced 2.14%
$0
$46.2 Million
3.05% of portfolio
650,353
Q4 2024
Reduced 4.69%
$0
$42 Million
2.77% of portfolio
77,899
Q4 2024
Reduced 0.01%
$0
$41.3 Million
2.72% of portfolio
171,820
Q4 2024
Reduced 2.12%
$0
$31.3 Million
2.06% of portfolio
351,251
Q4 2024
Reduced 0.3%
Vanguard Total Stock Mkt Idx Adm
-
$28.8 Million
1.9% of portfolio
-
Q4 2024
Added 0.35%
$3.79T
$28 Million
1.85% of portfolio
111,818
Q4 2024
Added 0.82%
$0
$26.6 Million
1.75% of portfolio
954,090
Q4 2024
Added 296.52%
$2.12T
$24.5 Million
1.62% of portfolio
111,826
Q4 2024
Added 0.12%
$0
$23.8 Million
1.57% of portfolio
539,756
Q4 2024
Reduced 7.71%
$0
$23.8 Million
1.57% of portfolio
497,324
Q4 2024
Reduced 5.56%
$0
$22.7 Million
1.49% of portfolio
215,950
Q4 2024
Added 1.59%
Vanguard Growth Index Admiral
-
$22.5 Million
1.48% of portfolio
-
Q4 2024
Reduced 11.12%
$13.5B
$21.3 Million
1.4% of portfolio
287,251
Q3 2024
Reduced 7.41%
$0
$21 Million
1.39% of portfolio
227,269
Q4 2024
Added 1.27%
$0
$20 Million
1.32% of portfolio
39,127
Q4 2024
Reduced 2.22%
$0
$16.4 Million
1.08% of portfolio
628,571
Q4 2024
Added 204.68%
$0
$15.1 Million
1.0% of portfolio
280,573
Q4 2024
Added 1.46%
$0
$14.3 Million
0.95% of portfolio
774,962
Q4 2024
Added 95.28%
Vanguard 500 Index Admiral
-
$14.3 Million
0.94% of portfolio
-
Q4 2024
Added 29.9%
-
$13.3 Million
0.88% of portfolio
-
Q4 2024
Added 5.03%
$0
$13.1 Million
0.87% of portfolio
67,134
Q4 2024
Reduced 10.04%
$0
$12.1 Million
0.8% of portfolio
61,072
Q4 2024
Reduced 2.28%
$0
$12 Million
0.79% of portfolio
42,701
Q4 2024
Reduced 5.13%
Vanguard Developed Markets Index Admiral
-
$11.4 Million
0.75% of portfolio
-
Q4 2024
Added 3.21%
$1.02T
$9.94 Million
0.66% of portfolio
52,501
Q4 2024
Reduced 1.76%
$1.06T
$9.28 Million
0.61% of portfolio
48,752
Q4 2024
Added 2.01%
$0
$9.07 Million
0.6% of portfolio
148,480
Q4 2024
Reduced 0.13%
$0
$8.45 Million
0.56% of portfolio
317,270
Q4 2024
Reduced 6.91%
$0
$8.11 Million
0.54% of portfolio
25,187
Q4 2024
Reduced 4.31%
$4.29B
$7.6 Million
0.5% of portfolio
107,234
Q4 2024
Reduced 23.03%
$0
$7.59 Million
0.5% of portfolio
18,894
Q4 2024
Reduced 0.18%
$0
$6.84 Million
0.45% of portfolio
120,664
Q4 2024
Reduced 9.5%
$292B
$6.4 Million
0.42% of portfolio
47,627
Q4 2024
Reduced 5.68%
$0
$5.92 Million
0.39% of portfolio
228,981
Q4 2024
Added 93.57%
$0
$5.8 Million
0.38% of portfolio
9,898
Q4 2024
Reduced 0.02%
Vanguard Small Cap Index Adm
-
$5.67 Million
0.37% of portfolio
-
Q4 2024
Reduced 3.27%
$292B
$5.68 Million
0.37% of portfolio
16,975
Q4 2024
Reduced 4.06%
$0
$5.53 Million
0.36% of portfolio
48,034
Q4 2024
Reduced 0.48%
$0
$5.43 Million
0.36% of portfolio
90,047
Q4 2024
Reduced 2.85%
$0
$5.17 Million
0.34% of portfolio
28,013
Q1 2024
Reduced 4.25%
$0
$4.56 Million
0.3% of portfolio
37,497
Q4 2024
Reduced 29.81%
$881B
$4.41 Million
0.29% of portfolio
10,926
Q4 2024
Added 28.62%
$327B
$4.28 Million
0.28% of portfolio
19,389
Q4 2024
Added 1.38%
$645B
$4.14 Million
0.27% of portfolio
9,124
Q4 2024
Reduced 1.8%