-
$240,000
0.01% of portfolio
-
Q4 2022
Added 11.17%
$0
$219,000
0.01% of portfolio
857
Q1 2022
New
-
$417,000
0.01% of portfolio
-
Q4 2022
Reduced 24.11%
-
$253,000
0.01% of portfolio
-
Q4 2022
Added 5.55%
$0
$401,000
0.01% of portfolio
2,350
Q4 2022
Reduced 2.08%
-
$231,000
0.01% of portfolio
-
Q4 2017
Reduced 15.56%
$0
$320,000
0.01% of portfolio
3,829
Q4 2022
Reduced 1.87%
$0
$415,000
0.01% of portfolio
3,160
Q4 2022
New
Vanguard Wellesley Income Fund
-
$367,000
0.01% of portfolio
-
Q4 2022
Reduced 11.31%
Jp Morgan Tax Free Bd Sel
-
$266,000
0.01% of portfolio
-
Q2 2017
New
Jp Morgan Equity Index Sel
-
$267,000
0.01% of portfolio
-
Q2 2020
New
-
$241,000
0.01% of portfolio
-
Q4 2022
Added 7.01%
$0
$284,000
0.01% of portfolio
12,500
Q3 2022
Reduced 7.41%
$0
$226,000
0.01% of portfolio
8,831
Q4 2021
Added 1.95%
$0
$399,000
0.01% of portfolio
4,856
Q3 2019
Reduced 32.14%
Vanguard Small Cap Index Fd Ad
-
$432,000
0.01% of portfolio
-
Q4 2022
Added 15.94%
Vanguard Shrt Trm Treas Adm
-
$447,000
0.01% of portfolio
-
Q3 2022
Reduced 0.04%
$0
$222,000
0.01% of portfolio
3,998
Q4 2022
New
Vanguard S/T Invest Gr Adm Fd
-
$214,000
0.01% of portfolio
-
Q4 2022
Reduced 11.83%
$0
$246,000
0.01% of portfolio
4,930
Q4 2022
New
$0
$568,000
0.01% of portfolio
4,538
Q4 2022
Reduced 2.87%
Vanguard Mid Cap Index Adm
-
$485,000
0.01% of portfolio
-
Q4 2022
Added 14.22%
Vanguard M/C Gr Index Adm
-
$312,000
0.01% of portfolio
-
Q4 2022
Added 0.1%
$0
$274,000
0.01% of portfolio
1,106
Q4 2022
Added 2.88%
-
$379,000
0.01% of portfolio
-
Q4 2022
Reduced 11.41%
$0
$306,000
0.01% of portfolio
2,977
Q4 2022
Reduced 17.85%
$0
$298,000
0.01% of portfolio
9,112
Q4 2022
Reduced 6.66%
Wcm Focused International Grow
-
$199,000
0.01% of portfolio
-
Q4 2022
Added 0.1%
-
$218,000
0.01% of portfolio
-
Q4 2020
New
$0
$225,000
0.01% of portfolio
3,198
Q3 2022
Added 1.04%
$0
$211,000
0.01% of portfolio
2,827
Q4 2022
New
$0
$350,000
0.01% of portfolio
10,248
Q4 2022
Reduced 22.38%
$0
$239,000
0.01% of portfolio
1,852
Q4 2022
Added 10.11%
$0
$302,000
0.01% of portfolio
21,643
Q3 2020
Reduced 1.14%
$0
$490,000
0.01% of portfolio
15,194
Q4 2022
New
-
$488,000
0.01% of portfolio
-
Q4 2022
Added 0.03%
$0
$418,000
0.01% of portfolio
4,188
Q4 2022
Added 35.75%
$0
$221,000
0.01% of portfolio
2,005
Q4 2022
New
$0
$394,000
0.01% of portfolio
1,188
Q4 2022
Reduced 1.49%
$0
$253,000
0.01% of portfolio
6,249
Q4 2022
Added 0.71%
$0
$321,000
0.01% of portfolio
1,005
Q4 2022
Reduced 23.92%
$0
$274,000
0.01% of portfolio
13,791
Q3 2022
Added 0.66%
Vanguard Bal Index Adm Fed
-
$221,000
0.01% of portfolio
-
Q4 2022
Reduced 2.42%
$0
$257,000
0.01% of portfolio
4,437
Q4 2022
Added 22.0%
$0
$534,000
0.01% of portfolio
21,350
Q4 2022
New
Templeton Glbl Smaller Co.'S
-
$301,000
0.01% of portfolio
-
Q4 2022
Added 2.4%
-
$507,000
0.01% of portfolio
-
Q4 2022
Reduced 13.15%
T Rowe Price Health Sciences F
-
$539,000
0.01% of portfolio
-
Q4 2022
Added 0.52%
$0
$206,000
0.01% of portfolio
8,000
Q2 2022
New
Putnam Grth Opportunities A
-
$211,000
0.01% of portfolio
-
Q4 2022
New