Vanguard Small Cap Index Adm F
-
$1.56 Million
0.12% of portfolio
-
Q1 2024
Reduced 2.35%
Fidelity Total Mkt Index Ins P
-
$1.57 Million
0.12% of portfolio
-
Q4 2023
Added 21.78%
$6.52B
$1.58 Million
0.12% of portfolio
14,049
Q2 2022
Reduced 0.18%
$40.6B
$1.51 Million
0.12% of portfolio
7,634
Q1 2024
Reduced 0.78%
-
$1.62 Million
0.12% of portfolio
-
Q1 2024
Added 0.74%
$48.4B
$1.6 Million
0.12% of portfolio
27,735
Q4 2023
Reduced 0.17%
Schwab S&P 500 Index Select Fd
-
$1.6 Million
0.12% of portfolio
-
Q4 2023
Added 0.1%
$225B
$1.48 Million
0.11% of portfolio
25,553
Q1 2024
Reduced 3.77%
$31B
$1.44 Million
0.11% of portfolio
28,718
Q1 2024
Reduced 34.4%
$51.5B
$1.42 Million
0.11% of portfolio
36,373
Q4 2023
Reduced 3.32%
$86.5B
$1.39 Million
0.11% of portfolio
6,880
Q3 2022
Added 0.7%
-
$1.41 Million
0.11% of portfolio
-
Q1 2024
Reduced 0.48%
$99.8B
$1.48 Million
0.11% of portfolio
9,985
Q1 2024
Reduced 3.48%
$62.8B
$1.28 Million
0.1% of portfolio
7,927
Q3 2023
Reduced 9.85%
$101B
$1.25 Million
0.1% of portfolio
3,435
Q4 2023
Reduced 16.97%
$52.8B
$1.25 Million
0.1% of portfolio
21,558
Q1 2024
Reduced 3.34%
$45.6B
$1.35 Million
0.1% of portfolio
1,329
Q1 2024
Reduced 3.97%
$1.19B
$1.28 Million
0.1% of portfolio
27,517
Q4 2023
Reduced 2.93%
$0
$1.26 Million
0.1% of portfolio
22,330
Q1 2024
New
$184B
$1.21 Million
0.09% of portfolio
20,148
Q1 2024
Added 198.27%
$31.8B
$1.18 Million
0.09% of portfolio
4,060
Q3 2023
Reduced 0.98%
$40.1B
$1.15 Million
0.09% of portfolio
11,608
Q1 2023
Reduced 4.3%
$105B
$1.2 Million
0.09% of portfolio
13,728
Q4 2023
Reduced 0.44%
$86B
$1.17 Million
0.09% of portfolio
15,996
Q4 2023
Reduced 0.78%
$26.2B
$1.14 Million
0.09% of portfolio
13,208
Q4 2023
Reduced 0.49%
$40.3B
$1.13 Million
0.09% of portfolio
14,700
Q4 2023
Reduced 5.7%
$80.1B
$1.04 Million
0.08% of portfolio
7,895
Q1 2024
Reduced 2.85%
-
$1.11 Million
0.08% of portfolio
-
Q1 2024
Reduced 40.64%
$157B
$983,000
0.08% of portfolio
10,730
Q2 2020
Reduced 3.16%
$80.9B
$1.09 Million
0.08% of portfolio
12,130
Q1 2024
Reduced 1.62%
$973M
$1.07 Million
0.08% of portfolio
89,359
Q1 2024
Reduced 7.26%
$129B
$1.03 Million
0.08% of portfolio
2,866
Q1 2023
Reduced 8.52%
$21B
$991,000
0.08% of portfolio
27,600
Q4 2023
Reduced 9.8%
$59B
$889,000
0.07% of portfolio
19,891
Q3 2023
Reduced 1.97%
$43.2B
$962,000
0.07% of portfolio
5,950
Q1 2024
Reduced 70.17%
$77.2B
$926,000
0.07% of portfolio
9,572
Q1 2024
Reduced 3.53%
$16.9B
$934,000
0.07% of portfolio
21,855
Q1 2024
Reduced 13.55%
$8.02B
$916,000
0.07% of portfolio
16,650
Q4 2021
Reduced 2.63%
$25.3B
$874,000
0.07% of portfolio
4,932
Q3 2023
Reduced 7.5%
$69.3B
$856,000
0.07% of portfolio
695
Q4 2019
Reduced 6.71%
$76.2B
$952,000
0.07% of portfolio
3,170
Q3 2022
Reduced 11.82%
$2.68B
$895,000
0.07% of portfolio
53,842
Q1 2024
Added 1.17%
$53.1B
$760,000
0.06% of portfolio
5,105
Q1 2024
Reduced 1.92%
$0
$731,000
0.06% of portfolio
5,800
Q1 2024
Added 18.37%
-
$846,000
0.06% of portfolio
-
Q1 2024
Reduced 2.54%
$17.8B
$734,000
0.06% of portfolio
9,550
Q4 2023
Reduced 4.5%
$185B
$785,000
0.06% of portfolio
1,207
Q2 2019
Added 11.45%
$137B
$768,000
0.06% of portfolio
3,016
Q2 2023
Added 31.93%
$26B
$741,000
0.06% of portfolio
6,075
Q3 2017
New
$136B
$617,000
0.05% of portfolio
35,073
Q1 2024
Reduced 19.92%