$3.95T
$26 Million
11.61% of portfolio
48,462
Q2 2025
Reduced 2.18%
$456B
$13.1 Million
5.88% of portfolio
72,989
Q2 2025
Reduced 2.5%
$0
$11.1 Million
4.97% of portfolio
17,528
Q2 2025
Reduced 1.76%
$0
$9.68 Million
4.33% of portfolio
88,139
Q2 2025
Added 24.44%
$0
$9.06 Million
4.05% of portfolio
269,326
Q2 2025
Reduced 4.07%
$0
$8.19 Million
3.66% of portfolio
82,555
Q2 2025
Added 29.25%
$3.69T
$7.39 Million
3.3% of portfolio
36,341
Q2 2025
Reduced 3.6%
$0
$6.54 Million
2.92% of portfolio
121,808
Q2 2025
Reduced 1.31%
$0
$5.49 Million
2.45% of portfolio
79,457
Q2 2025
Reduced 3.69%
$0
$5.22 Million
2.33% of portfolio
160,188
Q2 2025
Added 15.94%
$0
$5.21 Million
2.33% of portfolio
45,609
Q2 2025
Reduced 2.57%
-
$5.16 Million
2.31% of portfolio
-
Q2 2025
Added 4.88%
Jpmorgan International Value ETF
-
$4.63 Million
2.07% of portfolio
-
Q2 2025
New
Parametric Hedged Equity ETF
-
$4.16 Million
1.86% of portfolio
-
Q2 2025
Reduced 0.62%
$439B
$4.03 Million
1.8% of portfolio
4,222
Q2 2025
Reduced 6.92%
$0
$3.6 Million
1.61% of portfolio
86,076
Q2 2025
Reduced 3.46%
Vanguard Core Tax Exempt Bond ETF
-
$3.51 Million
1.57% of portfolio
-
Q2 2025
Reduced 0.13%
$0
$3.03 Million
1.36% of portfolio
29,116
Q2 2025
Added 16.39%
-
$3.04 Million
1.36% of portfolio
-
Q2 2025
New
$0
$3.01 Million
1.35% of portfolio
157,472
Q2 2025
Reduced 23.31%
-
$2.91 Million
1.3% of portfolio
-
Q2 2025
Reduced 1.52%
$0
$2.88 Million
1.29% of portfolio
54,504
Q2 2025
Reduced 37.8%
$0
$2.85 Million
1.27% of portfolio
32,654
Q2 2025
Reduced 3.1%
Parametric Equity Premium Income ETF
-
$2.45 Million
1.09% of portfolio
-
Q2 2025
Reduced 0.86%
$96.4M
$2.22 Million
0.99% of portfolio
110,431
Q2 2025
Reduced 2.94%
$1.78T
$2.07 Million
0.93% of portfolio
2,669
Q2 2025
Reduced 2.09%
$2.26T
$2.06 Million
0.92% of portfolio
9,725
Q2 2025
Added 15.18%
$108B
$2.05 Million
0.92% of portfolio
22,885
Q2 2025
Added 4.38%
$0
$1.94 Million
0.87% of portfolio
80,348
Q2 2025
Added 71.74%
Vanguard Short Duration Tax Exempt Bond ETF
-
$1.54 Million
0.69% of portfolio
-
Q2 2025
Reduced 15.42%
$139B
$1.45 Million
0.65% of portfolio
6,524
Q2 2025
Added 2.02%
Jpmorgan Global Select Equity ETF Global Select Equity ETF
-
$1.46 Million
0.65% of portfolio
-
Q2 2025
Added 2.71%
$34.4B
$1.34 Million
0.6% of portfolio
13,893
Q2 2025
Reduced 0.46%
-
$1.34 Million
0.6% of portfolio
-
Q2 2025
Added 21.59%
$859B
$1.32 Million
0.59% of portfolio
4,498
Q2 2025
Reduced 6.72%
$0
$1.32 Million
0.59% of portfolio
27,964
Q2 2025
Added 6.97%
$79.5B
$1.17 Million
0.52% of portfolio
8,578
Q2 2025
Reduced 2.92%
$351B
$1.17 Million
0.52% of portfolio
5,946
Q2 2025
Reduced 5.41%
$621B
$1.14 Million
0.51% of portfolio
2,484
Q2 2025
Reduced 2.05%
$452B
$1.11 Million
0.49% of portfolio
6,468
Q2 2025
Reduced 11.02%
$368B
$1.09 Million
0.49% of portfolio
7,259
Q2 2025
Reduced 12.4%
$0
$1.09 Million
0.49% of portfolio
16,356
Q2 2025
Added 1.42%
$381B
$1.07 Million
0.48% of portfolio
23,283
Q2 2025
Added 0.05%
$0
$1.07 Million
0.48% of portfolio
16,312
Q2 2025
Reduced 3.04%
$127B
$1.02 Million
0.46% of portfolio
3,420
Q2 2025
Reduced 5.13%
$218B
$994,000
0.44% of portfolio
2,292
Q2 2025
Reduced 0.48%
$78.6B
$920,000
0.41% of portfolio
6,451
Q2 2025
Reduced 1.72%
$281B
$878,000
0.39% of portfolio
8,824
Q2 2025
Reduced 7.58%
$1.21T
$870,000
0.39% of portfolio
4,465
Q2 2025
Added 1.71%
$545B
$868,000
0.39% of portfolio
742
Q2 2025
Reduced 4.38%