$694M
$177,000
0.0% of portfolio
10,307
Q2 2025
Reduced 12.77%
$129M
$31,000
0.0% of portfolio
50,000
Q4 2024
New
$66.1B
$398,000
0.0% of portfolio
5,623
Q2 2025
New
$34.5B
$394,000
0.0% of portfolio
12,564
Q2 2025
Reduced 19.72%
Canadian Pacific Kansas City
-
$0
0.0% of portfolio
-
Q2 2025
Added 1.57%
$734M
$126,000
0.0% of portfolio
11,502
Q2 2025
Reduced 8.0%
$183M
$104,000
0.0% of portfolio
20,750
Q2 2025
Added 100.48%
-
$0
0.0% of portfolio
-
Q2 2025
New
Capital Group Conservative E
-
$0
0.0% of portfolio
-
Q2 2025
Reduced 10.55%
Capital Group Core Balanced
-
$0
0.0% of portfolio
-
Q2 2025
Added 20.12%
Capital Group Dividend Growe
-
$0
0.0% of portfolio
-
Q2 2025
Added 69.55%
Capital Group Equity ETF Tr
-
$0
0.0% of portfolio
-
Q2 2025
New
Capital Group Global Equity
-
$0
0.0% of portfolio
-
Q2 2025
Added 5.49%
Capital Group International
-
$0
0.0% of portfolio
-
Q2 2025
Added 67.85%
Capital Group International
-
$0
0.0% of portfolio
-
Q2 2025
New
Capital Group New Geography
-
$0
0.0% of portfolio
-
Q2 2025
Added 9.56%
Capital Grp Fixed Incm ETF T
-
$0
0.0% of portfolio
-
Q2 2025
Reduced 7.54%
-
$0
0.0% of portfolio
-
Q2 2025
Added 38.01%
-
$0
0.0% of portfolio
-
Q2 2025
Reduced 6.49%
Capital Grp Fixed Incm ETF T
-
$0
0.0% of portfolio
-
Q2 2025
Reduced 1.64%
-
$0
0.0% of portfolio
-
Q2 2025
Reduced 6.24%
$19.9B
$706,000
0.0% of portfolio
1,893
Q2 2025
New
$23.4B
$272,000
0.0% of portfolio
5,308
Q2 2025
Reduced 8.21%
$12.5B
$808,000
0.0% of portfolio
2,924
Q2 2025
Reduced 39.59%
$5.05B
$253,000
0.0% of portfolio
2,193
Q1 2025
Reduced 0.99%
-
$0
0.0% of portfolio
-
Q2 2025
Reduced 20.06%
$26.4B
$473,000
0.0% of portfolio
2,029
Q2 2025
Added 5.9%
$0
$79,000
0.0% of portfolio
14,953
Q3 2024
Reduced 41.48%
$50.1B
$741,000
0.0% of portfolio
5,291
Q2 2025
Added 2.98%
$22.2B
$672,000
0.0% of portfolio
3,768
Q2 2025
Added 7.2%
$0
$0
0.0% of portfolio
14,895
Q2 2025
Reduced 0.79%
-
$0
0.0% of portfolio
-
Q2 2025
Added 1.66%
$4.09B
$372,000
0.0% of portfolio
8,037
Q2 2025
Reduced 1.42%
$28.6B
$519,000
0.0% of portfolio
38,215
Q2 2025
Added 119.7%
$24.2B
$579,000
0.0% of portfolio
15,768
Q2 2025
Reduced 7.35%
$1.35B
$350,000
0.0% of portfolio
7,320
Q2 2024
New
$1.72B
$287,000
0.0% of portfolio
24,612
Q2 2025
Added 0.39%
$228M
$18,000
0.0% of portfolio
13,090
Q3 2024
Reduced 1.5%
$16.5B
$336,000
0.0% of portfolio
3,656
Q2 2025
Reduced 22.38%
$3.77B
$15,000
0.0% of portfolio
21,878
Q2 2025
Reduced 5.49%
$22.7B
$427,000
0.0% of portfolio
1,932
Q2 2025
Added 3.48%
$6.6B
$366,000
0.0% of portfolio
753
Q2 2025
Reduced 3.59%
$4.04B
$659,000
0.0% of portfolio
15,479
Q2 2025
Added 73.12%
$316M
$268,000
0.0% of portfolio
11,569
Q2 2025
Reduced 18.64%
-
$397,000
0.0% of portfolio
11,521
Q2 2025
Added 1.93%
$14.1B
$147,000
0.0% of portfolio
14,121
Q2 2025
Added 8.55%
$959M
$469,000
0.0% of portfolio
4,203
Q2 2025
Added 900.71%
$42.6B
$493,000
0.0% of portfolio
5,320
Q2 2025
Added 114.95%
$3.33B
$229,000
0.0% of portfolio
25,882
Q2 2025
Reduced 6.23%
$35.6B
$386,000
0.0% of portfolio
4,957
Q2 2025
New