$0
$139,000
0.0% of portfolio
10,653
Q4 2025
Reduced 18.76%
$0
$261,000
0.0% of portfolio
23,988
Q4 2025
Added 40.28%
$0
$232,000
0.0% of portfolio
21,650
Q4 2025
New
$0
$342,000
0.0% of portfolio
49,404
Q3 2025
Added 171.39%
$0
$326,000
0.0% of portfolio
32,571
Q4 2025
Added 25.14%
$0
$148,000
0.0% of portfolio
14,745
Q2 2025
Reduced 97.97%
$30.3B
$344,000
0.0% of portfolio
6,017
Q4 2025
Reduced 13.7%
Blue Owl Technology Fin Corp
-
$0
0.0% of portfolio
-
Q4 2025
Added 3.33%
Bluerock Pvt Real Estate Fd
-
$0
0.0% of portfolio
-
Q4 2025
New
-
$0
0.0% of portfolio
-
Q4 2025
New
-
$0
0.0% of portfolio
-
Q1 2025
New
Brookfield Asset Managmt LTD
-
$0
0.0% of portfolio
-
Q4 2025
Added 6.77%
-
$0
0.0% of portfolio
-
Q4 2025
Added 51.5%
$7.95B
$318,000
0.0% of portfolio
11,046
Q4 2025
Added 0.26%
-
$0
0.0% of portfolio
-
Q4 2025
Reduced 10.18%
$16.3B
$352,000
0.0% of portfolio
1,979
Q4 2025
Added 3.5%
$0
$335,000
0.0% of portfolio
31,523
Q4 2025
Added 4.24%
$38.8B
$375,000
0.0% of portfolio
11,191
Q4 2025
Added 6.83%
$64.7B
$289,000
0.0% of portfolio
3,036
Q4 2025
Reduced 4.47%
Canadian Pacific Kansas City
-
$0
0.0% of portfolio
-
Q4 2025
Reduced 7.69%
Capital Group Conservative E
-
$0
0.0% of portfolio
-
Q4 2025
Added 178.38%
Capital Group Core Balanced
-
$0
0.0% of portfolio
-
Q4 2025
Added 46.79%
Capital Group Dividend Growe
-
$0
0.0% of portfolio
-
Q4 2025
Added 40.94%
Capital Group Equity ETF Tr
-
$0
0.0% of portfolio
-
Q4 2025
Added 120.05%
Capital Group Global Equity
-
$0
0.0% of portfolio
-
Q4 2025
Added 45.32%
Capital Group International
-
$0
0.0% of portfolio
-
Q4 2025
New
Capital Group New Geography
-
$0
0.0% of portfolio
-
Q4 2025
Added 59.0%
Capital Grp Fixed Incm ETF T
-
$0
0.0% of portfolio
-
Q4 2025
Added 10.13%
-
$0
0.0% of portfolio
-
Q4 2025
Added 9.86%
Capital Grp Fixed Incm ETF T
-
$0
0.0% of portfolio
-
Q4 2025
Added 17.5%
-
$0
0.0% of portfolio
-
Q4 2025
Added 43.92%
-
$0
0.0% of portfolio
-
Q4 2025
Reduced 47.71%
$27.4B
$389,000
0.0% of portfolio
1,509
Q4 2025
Added 14.23%
-
$0
0.0% of portfolio
-
Q4 2025
Added 0.43%
$8.54B
$198,000
0.0% of portfolio
1,182
Q4 2025
New
$26.1B
$256,000
0.0% of portfolio
4,759
Q4 2025
Reduced 9.76%
$20.4B
$350,000
0.0% of portfolio
4,165
Q4 2025
Reduced 4.52%
$28.4B
$408,000
0.0% of portfolio
2,129
Q4 2025
Reduced 14.36%
$0
$269,000
0.0% of portfolio
22,785
Q4 2025
Added 2.29%
$0
$231,000
0.0% of portfolio
20,300
Q4 2025
New
-
$0
0.0% of portfolio
-
Q4 2025
Added 9.4%
$92.5M
$19,000
0.0% of portfolio
16,131
Q4 2025
Reduced 0.11%
$10.3B
$188,000
0.0% of portfolio
2,404
Q4 2025
New
-
$0
0.0% of portfolio
-
Q4 2025
Reduced 3.57%
-
$0
0.0% of portfolio
-
Q4 2025
Added 90.17%
$0
$164,000
0.0% of portfolio
21,000
Q4 2025
Reduced 25.63%
$23.9B
$0
0.0% of portfolio
-
Q4 2025
Added 21.09%
-
$0
0.0% of portfolio
-
Q4 2025
Reduced 3.68%
$49.5B
$273,000
0.0% of portfolio
1,921
Q4 2025
Reduced 11.52%
$21.3B
$259,000
0.0% of portfolio
1,493
Q4 2025
Added 14.58%