Mutual Funds - Stock Holdings
| Stock | Dec 2024 | Jan 2025 | Feb 2025 | Mar 2025 | Apr 2025 | May 2025 | Jun 2025 | Jul 2025 | Aug 2025 | Sep 2025 | Oct 2025 |
|---|---|---|---|---|---|---|---|---|---|---|---|
Increased Allocation | 51,750 | 53,273 | 54,254 | 57,893 | 60,448 | 71,915 | 74,678 | 64,397 | 69,000 | 73,703 | 81,705 |
Increased Allocation | 22,484 | 23,145 | 23,572 | 25,214 | 26,327 | 31,322 | 32,592 | 28,105 | 30,114 | 32,166 | 35,784 |
Increased Allocation | 15,039 | 15,482 | 15,767 | 16,825 | 17,568 | 20,901 | 21,708 | 18,719 | 20,058 | 21,425 | 23,763 |
Increased Allocation | 13,604 | 14,005 | 14,263 | 15,222 | 15,894 | 18,909 | 19,636 | 16,932 | 18,142 | 19,379 | 21,486 |
Increased Allocation | 12,168 | 12,526 | 12,756 | 13,610 | 14,210 | 16,906 | 17,496 | 15,087 | 16,166 | 17,268 | 19,135 |
Increased Allocation | 11,142 | 11,469 | 11,681 | 12,473 | 13,024 | 15,494 | 16,157 | 13,933 | 14,928 | 15,946 | 17,687 |
Increased Allocation | 0 | 0 | 0 | 12,277 | 12,818 | 15,250 | 15,832 | 13,652 | 14,628 | 15,625 | 17,343 |
Increased Allocation | 9,492 | 9,771 | 9,951 | 10,621 | 11,089 | 13,193 | 13,700 | 11,814 | 12,658 | 13,521 | 14,992 |
Increased Allocation | 3,276 | 3,372 | 3,772 | 4,016 | 4,193 | 4,989 | 5,183 | 4,469 | 4,788 | 5,115 | 5,671 |
Increased Allocation | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 4,158 | 4,990 |
0 | 0 | 0 | 0 | 0 | 3,201 | 3,201 | 0 | 0 | 0 | 0 | |
2,696 | 2,775 | 2,826 | 3,017 | 3,150 | 3,748 | 3,892 | 3,356 | 3,596 | 0 | 0 | |
6,080 | 6,259 | 6,374 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
