Mutual Funds Holdings
| Stock | Jul 2024 | Aug 2024 | Sep 2024 | Oct 2024 | Nov 2024 | Dec 2024 | Jan 2025 | Feb 2025 | Mar 2025 | Apr 2025 | May 2025 | Jun 2025 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
Increased Allocation | 42,594 | 43,169 | 47,159 | 48,283 | 49,636 | 45,127 | 46,169 | 45,962 | 49,058 | 51,152 | 48,461 | 48,552 |
Increased Allocation | 3,206 | 3,247 | 3,549 | 3,633 | 3,732 | 3,805 | 3,892 | 3,874 | 3,864 | 4,029 | 3,817 | 33,753 |
Increased Allocation | 23,588 | 23,906 | 26,116 | 26,737 | 27,487 | 24,992 | 25,568 | 25,454 | 27,169 | 28,329 | 26,838 | 26,887 |
Increased Allocation | 18,721 | 18,972 | 20,727 | 21,220 | 21,814 | 19,835 | 20,293 | 20,200 | 21,561 | 22,480 | 21,298 | 21,338 |
Increased Allocation | 3,585 | 3,631 | 3,970 | 4,064 | 4,177 | 3,801 | 19,440 | 19,355 | 20,661 | 21,543 | 20,410 | 20,449 |
Increased Allocation | 15,956 | 16,170 | 17,666 | 18,086 | 18,593 | 16,906 | 17,294 | 17,219 | 18,378 | 19,162 | 18,153 | 18,188 |
Increased Allocation | 12,479 | 12,646 | 13,819 | 14,148 | 14,543 | 14,695 | 15,034 | 14,965 | 15,983 | 16,665 | 15,788 | 15,824 |
Increased Allocation | 10,272 | 10,410 | 11,385 | 11,657 | 11,982 | 10,903 | 11,155 | 11,103 | 11,854 | 12,359 | 11,709 | 11,745 |
Increased Allocation | 9,053 | 9,173 | 10,036 | 10,273 | 10,560 | 9,609 | 9,830 | 9,787 | 10,450 | 10,896 | 10,322 | 10,347 |
Increased Allocation | 0 | 0 | 0 | 0 | 0 | 9,682 | 9,762 | 9,366 | 9,978 | 10,402 | 9,856 | 9,874 |
Increased Allocation | 7,646 | 7,747 | 8,464 | 8,665 | 8,907 | 8,101 | 8,287 | 8,250 | 8,806 | 9,180 | 8,713 | 9,805 |
Increased Allocation | 6,171 | 6,252 | 7,748 | 7,933 | 8,153 | 7,415 | 7,585 | 7,551 | 8,060 | 8,403 | 7,961 | 7,983 |
Increased Allocation | 5,810 | 5,887 | 6,433 | 6,586 | 6,768 | 6,158 | 6,300 | 6,271 | 6,695 | 6,980 | 6,614 | 6,627 |
Increased Allocation | 5,415 | 5,486 | 5,996 | 6,140 | 6,310 | 5,741 | 5,873 | 5,846 | 6,242 | 6,508 | 6,165 | 6,178 |
Increased Allocation | 5,017 | 5,083 | 5,564 | 5,696 | 5,854 | 5,328 | 5,450 | 5,426 | 5,794 | 6,039 | 5,722 | 5,736 |
Increased Allocation | 4,188 | 4,242 | 4,637 | 4,747 | 4,879 | 4,486 | 4,588 | 4,568 | 4,909 | 5,118 | 4,849 | 4,859 |
Increased Allocation | 4,017 | 4,068 | 4,541 | 4,648 | 4,776 | 4,351 | 4,450 | 4,432 | 4,734 | 4,935 | 4,675 | 4,686 |
Increased Allocation | 3,167 | 3,208 | 3,505 | 4,177 | 4,371 | 4,313 | 4,411 | 4,393 | 4,689 | 4,887 | 4,630 | 4,640 |
Increased Allocation | 3,900 | 3,951 | 4,317 | 4,419 | 4,542 | 4,132 | 4,226 | 4,207 | 4,492 | 4,682 | 4,435 | 4,445 |
Increased Allocation | 3,801 | 3,849 | 4,207 | 4,307 | 4,426 | 4,028 | 4,120 | 4,102 | 4,377 | 4,564 | 4,323 | 4,335 |
Increased Allocation | 3,695 | 3,742 | 4,104 | 4,201 | 4,317 | 3,931 | 4,019 | 4,002 | 4,273 | 4,454 | 4,220 | 4,231 |
Increased Allocation | 3,159 | 3,200 | 3,496 | 3,580 | 3,678 | 3,535 | 3,614 | 3,599 | 3,842 | 4,006 | 3,795 | 3,854 |
Increased Allocation | 3,114 | 3,153 | 3,384 | 3,464 | 3,560 | 3,246 | 3,319 | 3,305 | 3,530 | 3,679 | 3,487 | 3,498 |
Fresh Buy | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 2,891 |
Increased Allocation | 3,262 | 3,304 | 2,707 | 2,771 | 2,847 | 2,592 | 2,650 | 2,638 | 2,816 | 2,937 | 2,783 | 2,788 |
Increased Allocation | 2,195 | 2,222 | 2,438 | 2,495 | 2,563 | 2,335 | 2,388 | 2,376 | 2,540 | 2,648 | 2,509 | 2,611 |
Increased Allocation | 1,397 | 1,413 | 1,545 | 1,583 | 1,625 | 1,480 | 1,512 | 1,507 | 1,608 | 1,676 | 1,588 | 1,592 |
Increased Allocation | 1,294 | 1,309 | 1,432 | 1,465 | 1,504 | 1,371 | 1,401 | 1,395 | 1,490 | 1,553 | 1,471 | 1,477 |
Increased Allocation | 474 | 478 | 618 | 633 | 649 | 593 | 605 | 602 | 643 | 669 | 634 | 637 |
Increased Allocation | 311 | 312 | 343 | 351 | 359 | 329 | 335 | 335 | 357 | 371 | 351 | 354 |
Full Exit | 2,415 | 2,445 | 3,259 | 3,338 | 3,430 | 3,130 | 3,201 | 3,187 | 3,402 | 3,548 | 3,361 | 0 |
