$2B
$370,000
0.01% of portfolio
5,000
Q3 2024
Reduced 13.79%
$69.1B
$400,000
0.01% of portfolio
4,749
Q2 2025
Reduced 0.13%
$45.2B
$240,000
0.01% of portfolio
424
Q2 2025
Added 6.53%
$10.4B
$238,000
0.01% of portfolio
3,556
Q3 2025
New
$9.3B
$377,000
0.01% of portfolio
8,332
Q3 2025
Added 0.04%
$16.4B
$224,000
0.01% of portfolio
3,356
Q3 2025
Added 0.21%
$182B
$374,000
0.01% of portfolio
548
Q3 2025
Reduced 0.54%
$73.7B
$310,000
0.01% of portfolio
3,699
Q3 2025
Reduced 9.36%
$20.9B
$257,000
0.01% of portfolio
1,449
Q3 2025
Reduced 16.1%
$109B
$262,000
0.01% of portfolio
4,732
Q3 2025
Reduced 94.13%
$38B
$251,000
0.01% of portfolio
1,857
Q3 2025
Added 3.34%
$0
$340,000
0.01% of portfolio
29,876
Q3 2024
Reduced 13.09%
$268B
$269,000
0.01% of portfolio
1,608
Q3 2025
New
$4.78B
$305,000
0.01% of portfolio
10,112
Q3 2025
Added 0.31%
$1.92B
$222,000
0.01% of portfolio
20,849
Q3 2025
Added 8.4%
$31.5B
$322,000
0.01% of portfolio
4,416
Q3 2025
Reduced 2.34%
$2.32B
$395,000
0.01% of portfolio
20,510
Q3 2025
Reduced 1.91%
$51.8B
$278,000
0.01% of portfolio
1,224
Q3 2025
Reduced 7.06%
$0
$157,000
0.01% of portfolio
19,873
Q4 2024
Reduced 0.01%
$4.79B
$197,000
0.01% of portfolio
16,011
Q3 2025
Reduced 5.82%
$28.7B
$252,000
0.01% of portfolio
4,291
Q3 2025
Reduced 1.54%
$55.4B
$244,000
0.01% of portfolio
800
Q3 2025
New
$0
$313,000
0.01% of portfolio
6,179
Q3 2025
New
$0
$270,000
0.01% of portfolio
1,911
Q2 2025
Reduced 11.4%
$64.5B
$396,000
0.01% of portfolio
1,224
Q2 2025
Added 0.58%
$12.2B
$227,000
0.01% of portfolio
1,133
Q3 2025
New
$55.7B
$388,000
0.01% of portfolio
2,547
Q4 2024
Added 4.08%
$0
$270,000
0.01% of portfolio
2,448
Q3 2025
Reduced 11.37%
$52.4B
$349,000
0.01% of portfolio
10,157
Q3 2025
Added 3.78%
$0
$268,000
0.01% of portfolio
8,401
Q3 2025
Added 12.34%
$0
$409,000
0.01% of portfolio
1,121
Q1 2025
Reduced 50.0%
$46.1B
$380,000
0.01% of portfolio
10,882
Q3 2025
New
$30.4B
$211,000
0.01% of portfolio
8,122
Q3 2025
Reduced 15.08%
$81.8B
$264,000
0.01% of portfolio
2,408
Q3 2025
Reduced 0.82%
$0
$262,000
0.01% of portfolio
4,055
Q1 2025
Reduced 75.0%
Capital Group International
-
$0
0.0% of portfolio
-
Q3 2025
New
-
$0
0.0% of portfolio
-
Q3 2025
Added 2.3%
Capital Group Dividend Growe
-
$0
0.0% of portfolio
-
Q3 2025
Added 64.27%
Capital Group Core Balanced
-
$0
0.0% of portfolio
-
Q3 2025
Added 39.18%
-
$0
0.0% of portfolio
-
Q3 2025
New
-
$0
0.0% of portfolio
-
Q3 2025
Added 43.12%
-
$0
0.0% of portfolio
-
Q3 2025
Added 0.66%
-
$0
0.0% of portfolio
-
Q3 2025
Reduced 15.01%
-
$0
0.0% of portfolio
-
Q3 2025
Added 4.01%
-
$0
0.0% of portfolio
-
Q3 2025
Reduced 0.58%
-
$0
0.0% of portfolio
-
Q3 2025
New
-
$0
0.0% of portfolio
-
Q3 2023
New
Capital Group Global Equity
-
$0
0.0% of portfolio
-
Q3 2025
Added 95.79%
Ark 21 Shares Bitcoin ETF
-
$0
0.0% of portfolio
-
Q3 2025
Added 0.58%
Capital Group New Geography
-
$0
0.0% of portfolio
-
Q3 2025
New