$0
$1.05 Billion
0.25% of portfolio
19,362
Q1 2024
Added 3.34%
$0
$1.03 Billion
0.25% of portfolio
15,694
Q1 2024
Added 11.75%
$0
$1.01 Billion
0.24% of portfolio
9,265
Q1 2024
Reduced 5.15%
$0
$1 Billion
0.24% of portfolio
50,000
Q2 2023
New
$0
$1 Billion
0.24% of portfolio
9,921
Q1 2024
Added 10.44%
$476B
$981 Million
0.24% of portfolio
1,983
Q1 2024
Reduced 13.93%
$191B
$1 Billion
0.24% of portfolio
13,870
Q1 2024
Reduced 15.43%
$0
$1.02 Billion
0.24% of portfolio
19,451
Q1 2024
Added 4.46%
$262B
$918 Million
0.22% of portfolio
5,054
Q1 2024
Added 0.88%
$0
$933 Million
0.22% of portfolio
6,901
Q1 2024
Reduced 2.21%
$195B
$937 Million
0.22% of portfolio
18,777
Q1 2024
Reduced 0.35%
$0
$926 Million
0.22% of portfolio
9,805
Q1 2024
Added 40.76%
$37.3B
$894 Million
0.21% of portfolio
21,268
Q4 2023
Reduced 6.64%
$0
$863 Million
0.21% of portfolio
22,250
Q1 2024
Added 15.58%
$36.2B
$876 Million
0.21% of portfolio
28,992
Q1 2024
Added 1.61%
$181B
$828 Million
0.2% of portfolio
6,768
Q1 2024
Reduced 25.41%
-
$796 Million
0.19% of portfolio
-
Q1 2024
New
Schwab Value Advantage Money Ultra Shares
-
$782 Million
0.19% of portfolio
-
Q1 2024
New
$0
$796 Million
0.19% of portfolio
14,175
Q1 2024
Added 17.1%
$376B
$802 Million
0.19% of portfolio
1,102
Q1 2024
Added 48.52%
$22B
$760 Million
0.18% of portfolio
3,382
Q3 2023
Reduced 0.18%
$0
$767 Million
0.18% of portfolio
7,493
Q1 2024
Added 2.5%
$0
$750 Million
0.18% of portfolio
16,120
Q4 2023
Added 31.59%
$145B
$745 Million
0.18% of portfolio
767
Q4 2023
Added 0.92%
$0
$748 Million
0.18% of portfolio
14,800
Q4 2023
Added 34.55%
$391B
$698 Million
0.17% of portfolio
4,303
Q1 2024
Reduced 4.67%
$0
$697 Million
0.17% of portfolio
20,700
Q1 2024
Added 2.22%
Vanguard Ca Interm Term Tax Exempt Adm
-
$704 Million
0.17% of portfolio
-
Q4 2023
Added 0.34%
$123B
$668 Million
0.16% of portfolio
10,559
Q1 2024
Reduced 2.09%
$382B
$663 Million
0.16% of portfolio
4,194
Q1 2024
Reduced 10.48%
$122B
$679 Million
0.16% of portfolio
1,495
Q1 2024
Added 17.25%
$42.9B
$627 Million
0.15% of portfolio
605
Q1 2024
Added 12,000.0%
$625B
$608 Million
0.15% of portfolio
3,457
Q1 2024
Added 26.86%
$0
$628 Million
0.15% of portfolio
2,778
Q1 2024
Added 197.11%
$0
$566 Million
0.14% of portfolio
5,970
Q4 2023
Reduced 17.31%
$0
$591 Million
0.14% of portfolio
32,800
Q1 2024
Added 25.4%
$0
$586 Million
0.14% of portfolio
6,160
Q1 2024
Added 9.36%
$0
$565 Million
0.14% of portfolio
12,465
Q1 2024
Added 44.94%
$184B
$526 Million
0.13% of portfolio
8,742
Q1 2024
Added 200.1%
$4.21B
$504 Million
0.12% of portfolio
7,393
Q1 2024
Added 4.7%
$0
$495 Million
0.12% of portfolio
7,032
Q1 2024
Added 121.97%
$90M
$521 Million
0.12% of portfolio
84,570
Q1 2024
Reduced 7.24%
$3.46B
$508 Million
0.12% of portfolio
4,768
Q1 2024
Reduced 0.21%
$127B
$513 Million
0.12% of portfolio
11,614
Q1 2024
Reduced 1.69%
$306B
$493 Million
0.12% of portfolio
3,124
Q1 2024
Added 26.53%
$480B
$501 Million
0.12% of portfolio
4,307
Q1 2024
Added 2.38%
$0
$485 Million
0.12% of portfolio
21,700
Q4 2022
New
$0
$439 Million
0.11% of portfolio
912
Q1 2024
Added 12.45%
$0
$443 Million
0.11% of portfolio
845
Q1 2024
Reduced 44.59%
$33.4B
$464 Million
0.11% of portfolio
2,154
Q1 2024
Added 2.38%