-
$0
0.0% of portfolio
-
Q3 2025
Added 0.1%
$16.2B
$937,000
0.0% of portfolio
28,507
Q3 2025
Reduced 1.57%
Brookfield Renewable Corp
-
$0
0.0% of portfolio
-
Q3 2025
Reduced 8.51%
$7.95B
$455,000
0.0% of portfolio
17,676
Q3 2025
Reduced 16.9%
$22.8B
$430,000
0.0% of portfolio
4,590
Q3 2025
Added 8.87%
-
$0
0.0% of portfolio
-
Q3 2025
Added 5.48%
-
$0
0.0% of portfolio
-
Q3 2025
New
$16.1B
$386,000
0.0% of portfolio
3,184
Q3 2025
Reduced 8.85%
-
$0
0.0% of portfolio
-
Q3 2025
New
-
$0
0.0% of portfolio
-
Q3 2025
Reduced 7.99%
$16.3B
$502,000
0.0% of portfolio
2,728
Q3 2025
New
$11.1B
$442,000
0.0% of portfolio
5,953
Q3 2025
Added 91.54%
$18.9B
$288,000
0.0% of portfolio
2,181
Q3 2025
Reduced 0.14%
$1.48B
$254,000
0.0% of portfolio
14,705
Q3 2025
Added 2.33%
$3.99B
$366,000
0.0% of portfolio
3,899
Q3 2025
Added 4.11%
$0
$306,000
0.0% of portfolio
28,409
Q3 2025
Added 15.05%
$0
$542,000
0.0% of portfolio
25,796
Q3 2025
Added 1.54%
-
$0
0.0% of portfolio
-
Q3 2025
New
$2.51B
$731,000
0.0% of portfolio
15,933
Q3 2025
Reduced 0.56%
$0
$577,000
0.0% of portfolio
15,534
Q3 2025
Reduced 90.2%
$153M
$44,000
0.0% of portfolio
50,000
Q4 2024
New
$78.9B
$477,000
0.0% of portfolio
5,979
Q3 2025
Added 6.33%
$38.8B
$410,000
0.0% of portfolio
12,846
Q3 2025
Added 2.24%
$64.7B
$934,000
0.0% of portfolio
9,906
Q3 2025
Reduced 0.41%
Canadian Pacific Kansas City
-
$0
0.0% of portfolio
-
Q3 2025
Reduced 1.09%
-
$0
0.0% of portfolio
-
Q3 2025
Added 14.44%
Capital Group Conservative E
-
$0
0.0% of portfolio
-
Q3 2025
Added 31.48%
Capital Group Core Balanced
-
$0
0.0% of portfolio
-
Q3 2025
Added 16.0%
Capital Group Dividend Growe
-
$0
0.0% of portfolio
-
Q3 2025
Added 8.59%
Capital Group Equity ETF Tr
-
$0
0.0% of portfolio
-
Q3 2025
Added 62.76%
Capital Group Global Equity
-
$0
0.0% of portfolio
-
Q3 2025
Added 29.53%
Capital Group International
-
$0
0.0% of portfolio
-
Q3 2025
Added 11.73%
Capital Group International
-
$0
0.0% of portfolio
-
Q3 2025
Added 216.97%
Capital Group New Geography
-
$0
0.0% of portfolio
-
Q3 2025
Added 22.71%
Capital Grp Fixed Incm ETF T
-
$0
0.0% of portfolio
-
Q3 2025
Reduced 7.08%
Capital Grp Fixed Incm ETF T
-
$0
0.0% of portfolio
-
Q3 2025
New
-
$0
0.0% of portfolio
-
Q3 2025
Added 11.44%
-
$0
0.0% of portfolio
-
Q3 2025
Added 27.66%
Capital Grp Fixed Incm ETF T
-
$0
0.0% of portfolio
-
Q3 2025
Added 2.91%
-
$0
0.0% of portfolio
-
Q3 2025
Added 29.16%
$45.7M
$271,000
0.0% of portfolio
111,763
Q3 2025
New
$15.9B
$612,000
0.0% of portfolio
1,863
Q3 2025
Reduced 1.58%
$19.3B
$548,000
0.0% of portfolio
8,752
Q3 2025
Added 64.88%
$5.44B
$446,000
0.0% of portfolio
9,960
Q3 2025
Reduced 43.7%
$16B
$701,000
0.0% of portfolio
2,859
Q3 2025
Reduced 2.22%
-
$0
0.0% of portfolio
-
Q3 2025
Reduced 24.01%
$27.4B
$495,000
0.0% of portfolio
2,021
Q3 2025
Reduced 0.39%
$0
$73,000
0.0% of portfolio
14,215
Q3 2025
Reduced 4.94%
$49.4B
$866,000
0.0% of portfolio
5,498
Q3 2025
Added 3.91%
$19.6B
$576,000
0.0% of portfolio
3,622
Q3 2025
Reduced 3.87%