$1.97B
$4 Million
0.26% of portfolio
459,427
Q4 2024
Added 95.98%
$419B
$3.74 Million
0.25% of portfolio
4,082
Q4 2024
Added 3.24%
$0
$3.81 Million
0.25% of portfolio
49,976
Q4 2024
Reduced 12.12%
-
$3.58 Million
0.24% of portfolio
-
Q4 2024
Reduced 0.47%
$1.3T
$3.7 Million
0.24% of portfolio
6,320
Q4 2024
Added 13.44%
$0
$3.45 Million
0.23% of portfolio
18,097
Q1 2024
Reduced 3.18%
Dfa Us Sustainability Core 2
-
$3.43 Million
0.23% of portfolio
-
Q4 2024
Added 1.2%
$0
$3.4 Million
0.22% of portfolio
24,405
Q2 2024
Reduced 0.74%
$166B
$3.09 Million
0.2% of portfolio
40,809
Q4 2024
Reduced 0.62%
$67.8B
$2.87 Million
0.19% of portfolio
12,377
Q4 2024
Added 11.3%
$1.39B
$2.63 Million
0.17% of portfolio
43,550
Q2 2024
Added 4,900.0%
-
$2.63 Million
0.17% of portfolio
-
Q4 2024
Added 0.93%
$0
$2.47 Million
0.16% of portfolio
3,973
Q4 2024
Added 11.63%
Vanguard Emerging Mkts Stock Idx Adm
-
$2.34 Million
0.15% of portfolio
-
Q4 2024
Added 1.8%
Vanguard Ftse Social Index Admiral
-
$2.21 Million
0.15% of portfolio
-
Q4 2024
Added 0.12%
Dfa Intl Sustainability Core 2
-
$2.13 Million
0.14% of portfolio
-
Q4 2024
Added 0.65%
$0
$2.03 Million
0.13% of portfolio
5,538
Q1 2024
Reduced 13.89%
$174B
$1.94 Million
0.13% of portfolio
5,356
Q4 2024
Added 6.67%
Dfa Us Large Cap Equity Institutional
-
$2.01 Million
0.13% of portfolio
-
Q2 2024
Added 0.0%
$0
$2.03 Million
0.13% of portfolio
15,736
Q4 2024
Reduced 1.26%
$50B
$1.81 Million
0.12% of portfolio
36,540
Q4 2024
Added 40.38%
$0
$1.82 Million
0.12% of portfolio
78,599
Q4 2024
Added 200.88%
Dfa International Core Equity I
-
$1.87 Million
0.12% of portfolio
-
Q4 2024
Added 4.75%
$861B
$1.86 Million
0.12% of portfolio
9,411
Q4 2024
Added 50.67%
$0
$1.72 Million
0.11% of portfolio
16,663
Q3 2024
Reduced 0.15%
$0
$1.62 Million
0.11% of portfolio
7,331
Q4 2024
Reduced 0.58%
Schwab Total Stock Market Index
-
$1.46 Million
0.1% of portfolio
-
Q4 2024
Reduced 0.05%
Vanguard Real Estate Index Admiral
-
$1.52 Million
0.1% of portfolio
-
Q4 2024
Reduced 1.99%
$201B
$1.48 Million
0.1% of portfolio
4,986
Q4 2024
Added 3.06%
Vanguard Total World Stock Index Admiral
-
$1.45 Million
0.1% of portfolio
-
Q4 2024
Added 1.35%
$112B
$1.34 Million
0.09% of portfolio
14,659
Q4 2024
Reduced 23.59%
$173B
$1.36 Million
0.09% of portfolio
8,826
Q3 2024
Added 0.15%
$0
$1.39 Million
0.09% of portfolio
14,933
Q4 2024
Reduced 1.02%
$0
$1.31 Million
0.09% of portfolio
25,125
Q4 2024
Reduced 0.19%
$0
$1.31 Million
0.09% of portfolio
7,095
Q1 2024
Added 0.72%
$144B
$1.43 Million
0.09% of portfolio
23,667
Q4 2024
Reduced 20.72%
I Shares Bitcoin Trust ETF
-
$1.4 Million
0.09% of portfolio
-
Q4 2024
Added 145.37%
$720B
$1.21 Million
0.08% of portfolio
5,028
Q4 2024
Added 38.67%
$0
$1.17 Million
0.08% of portfolio
27,769
Q4 2024
Reduced 25.21%
$377B
$1.22 Million
0.08% of portfolio
7,345
Q4 2024
Added 0.41%
$25.6B
$1.14 Million
0.08% of portfolio
6,112
Q3 2024
Reduced 7.0%
-
$1.26 Million
0.08% of portfolio
-
Q4 2024
Added 762.57%
$0
$1.26 Million
0.08% of portfolio
5,410
Q4 2024
Added 1.96%
$0
$1.15 Million
0.08% of portfolio
24,453
Q4 2024
Added 2.57%
$742M
$1 Million
0.07% of portfolio
103,960
Q4 2024
Added 3.96%
$0
$1.11 Million
0.07% of portfolio
1,876
Q3 2024
Reduced 3.35%
$102B
$1.13 Million
0.07% of portfolio
6,395
Q4 2024
Added 3.56%
$0
$1.09 Million
0.07% of portfolio
26,598
Q2 2022
Reduced -0.0%
$46.8B
$971,000
0.06% of portfolio
6,288
Q4 2024
Added 3.93%
$0
$887,000
0.06% of portfolio
15,458
Q4 2024
Reduced 1.86%