$65B
$2.49 Million
0.47% of portfolio
4,481
Q1 2024
Added 7.74%
$130B
$2.53 Million
0.47% of portfolio
4,879
Q1 2024
Added 2.87%
$10.5B
$2.32 Million
0.43% of portfolio
17,012
Q1 2024
Added 24.51%
$70.7B
$2.27 Million
0.42% of portfolio
9,156
Q1 2024
Added 9.23%
$0
$2.2 Million
0.41% of portfolio
18,175
Q1 2024
New
$2.71B
$2.15 Million
0.4% of portfolio
32,925
Q1 2024
Added 4.15%
$12B
$2.03 Million
0.38% of portfolio
17,668
Q1 2024
Reduced 5.36%
$0
$1.96 Million
0.37% of portfolio
3,742
Q1 2024
Reduced 9.39%
$35.7B
$1.88 Million
0.35% of portfolio
32,880
Q1 2024
Added 24.16%
$101B
$1.8 Million
0.34% of portfolio
6,351
Q1 2024
Added 6.35%
$120B
$1.49 Million
0.28% of portfolio
3,555
Q1 2024
Added 1.31%
$0
$1.47 Million
0.27% of portfolio
8,943
Q1 2024
Reduced 7.0%
$352B
$1.46 Million
0.27% of portfolio
3,808
Q1 2024
Added 7.09%
$27.4B
$1.36 Million
0.25% of portfolio
19,234
Q1 2024
Added 29.32%
$0
$1.15 Million
0.22% of portfolio
21,825
Q1 2024
Added 12.77%
$42.7B
$1.01 Million
0.19% of portfolio
8,207
Q1 2024
Added 7.27%
$144B
$894,000
0.17% of portfolio
4,359
Q1 2024
Added 12.58%
$0
$840,000
0.16% of portfolio
2,801
Q3 2022
New
$0
$665,000
0.12% of portfolio
2,559
Q1 2023
New
$1.13T
$598,000
0.11% of portfolio
1,233
Q1 2024
New
$184B
$517,000
0.1% of portfolio
8,601
Q1 2024
Added 224.57%
$2.31B
$459,000
0.09% of portfolio
3,384
Q2 2023
Reduced 1.34%
$74.2B
$421,000
0.08% of portfolio
2,048
Q3 2023
Reduced 43.88%
$0
$382,000
0.07% of portfolio
3,007
Q1 2024
Reduced 2.31%
$11.4B
$295,000
0.06% of portfolio
5,233
Q1 2024
Reduced 7.1%
$165B
$241,000
0.05% of portfolio
2,568
Q1 2024
Reduced 91.56%
$77.2B
$294,000
0.05% of portfolio
3,043
Q2 2023
Reduced 13.4%
$42.9B
$252,000
0.05% of portfolio
250
Q1 2024
New
$0
$217,000
0.04% of portfolio
4,535
Q1 2024
New
$129B
$214,000
0.04% of portfolio
600
Q1 2024
New
$303B
$208,000
0.04% of portfolio
1,146
Q1 2024
New
$382B
$215,000
0.04% of portfolio
1,360
Q1 2023
Reduced 5.36%
$0
$93,000
0.02% of portfolio
13,237
Q1 2023
New
Schwab Muni Money Fund Value Advantage Shares
-
$0
0.0% of portfolio
-
Q1 2024
New
-
$0
0.0% of portfolio
-
Q4 2023
Reduced 0.57%
-
$0
0.0% of portfolio
-
Q1 2024
Reduced 0.4%
-
$0
0.0% of portfolio
-
Q3 2023
New
Af U.S. Government Money Market 529 A
-
$0
0.0% of portfolio
-
Q1 2024
Reduced 2.11%
Met Life Stock Index Portfolio
-
$0
0.0% of portfolio
-
Q1 2024
New
Calmare Therapeutics Inc Com
-
$0
0.0% of portfolio
-
Q1 2023
New
-
$0
0.0% of portfolio
-
Q1 2024
Reduced 1.39%
-
$0
0.0% of portfolio
-
Q4 2023
Reduced 0.54%
-
$0
0.0% of portfolio
-
Q1 2024
Reduced 3.36%
-
$0
0.0% of portfolio
-
Q1 2023
New
-
$0
0.0% of portfolio
-
Q1 2024
Reduced 2.59%
-
$0
0.0% of portfolio
-
Q1 2023
New
-
$0
0.0% of portfolio
-
Q1 2024
Reduced 0.12%
-
$0
0.0% of portfolio
-
Q1 2024
Reduced 1.24%
-
$0
0.0% of portfolio
-
Q1 2024
Reduced 0.45%
Vanguard Health Care Fund
-
$0
0.0% of portfolio
-
Q1 2024
Added 2.8%