Mutual Funds Holdings
Stock | Jun 2024 | Jul 2024 | Aug 2024 | Sep 2024 | Oct 2024 | Nov 2024 | Dec 2024 | Jan 2025 | Feb 2025 | Mar 2025 | Apr 2025 | May 2025 |
---|---|---|---|---|---|---|---|---|---|---|---|---|
41,879 | 41,879 | 41,879 | 41,879 | 41,879 | 41,879 | 41,879 | 82,642 | 92,367 | 88,440 | 88,440 | 88,440 | |
27,406 | 27,406 | 27,406 | 27,406 | 27,406 | 27,406 | 54,812 | 54,812 | 60,653 | 60,653 | 60,653 | 60,653 | |
Increased Allocation | 40,517 | 40,517 | 40,517 | 40,517 | 40,517 | 40,517 | 40,517 | 40,517 | 50,628 | 50,628 | 55,253 | 60,089 |
35,996 | 35,996 | 35,996 | 38,920 | 38,920 | 38,920 | 44,997 | 52,280 | 59,384 | 59,384 | 59,384 | 59,384 | |
58,167 | 58,167 | 58,167 | 58,167 | 58,167 | 58,167 | 58,167 | 58,167 | 58,167 | 58,167 | 58,167 | 58,167 | |
Increased Allocation | 22,319 | 24,291 | 24,291 | 24,291 | 24,291 | 24,291 | 35,534 | 35,534 | 38,118 | 42,191 | 42,191 | 51,538 |
Increased Allocation | 0 | 0 | 0 | 0 | 0 | 0 | 1,548 | 21,693 | 26,942 | 31,443 | 31,443 | 43,992 |
Increased Allocation | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 22,180 | 31,798 | 31,798 | 35,994 | 43,748 |
Increased Allocation | 31,813 | 31,813 | 31,813 | 31,813 | 31,813 | 31,813 | 31,813 | 34,485 | 37,252 | 37,252 | 37,252 | 40,577 |
Increased Allocation | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 19,426 | 30,845 | 36,772 |
Increased Allocation | 30,852 | 30,852 | 30,852 | 29,631 | 29,631 | 29,631 | 29,631 | 29,631 | 29,631 | 29,631 | 31,185 | 34,382 |
Increased Allocation | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 10,898 | 21,768 | 21,768 | 24,351 | 33,436 |
Increased Allocation | 21,264 | 23,651 | 23,651 | 23,651 | 23,651 | 23,651 | 23,651 | 23,651 | 25,589 | 25,589 | 27,163 | 28,516 |
0 | 0 | 0 | 26,748 | 26,748 | 26,748 | 26,748 | 26,748 | 26,748 | 26,748 | 26,748 | 26,748 | |
Increased Allocation | 14,332 | 14,332 | 14,332 | 14,332 | 14,332 | 14,332 | 16,419 | 20,077 | 23,272 | 23,272 | 23,272 | 26,164 |
17,740 | 17,740 | 17,740 | 18,710 | 18,710 | 18,710 | 18,710 | 21,653 | 21,653 | 21,653 | 21,653 | 21,653 | |
Increased Allocation | 19,579 | 19,579 | 19,579 | 19,579 | 19,579 | 19,579 | 18,055 | 18,055 | 18,055 | 18,055 | 18,055 | 19,059 |
18,302 | 18,302 | 18,302 | 18,302 | 18,302 | 18,302 | 18,302 | 18,302 | 18,302 | 18,302 | 18,302 | 18,302 | |
Increased Allocation | 10,266 | 9,851 | 9,851 | 9,851 | 9,851 | 9,851 | 10,850 | 11,822 | 12,851 | 12,851 | 12,851 | 14,983 |
2,896 | 2,896 | 2,896 | 17,941 | 17,941 | 17,941 | 16,252 | 14,352 | 14,352 | 14,352 | 14,352 | 14,352 | |
Increased Allocation | 9,292 | 9,292 | 9,292 | 9,292 | 9,292 | 9,292 | 9,292 | 9,292 | 9,292 | 9,292 | 10,909 | 14,301 |
Increased Allocation | 11,222 | 11,222 | 11,222 | 11,222 | 11,222 | 11,222 | 11,222 | 11,222 | 12,113 | 12,113 | 12,113 | 13,729 |
11,145 | 11,145 | 11,145 | 12,046 | 12,046 | 12,046 | 12,046 | 12,046 | 12,046 | 13,107 | 13,107 | 13,107 | |
13,264 | 13,264 | 13,264 | 13,264 | 13,264 | 13,264 | 12,735 | 12,735 | 12,735 | 12,735 | 11,968 | 11,968 | |
4,932 | 4,932 | 9,864 | 9,864 | 9,864 | 9,864 | 9,864 | 9,864 | 11,610 | 11,610 | 11,610 | 11,610 | |
Decreased Allocation | 24,147 | 23,917 | 24,836 | 23,676 | 23,676 | 23,676 | 23,676 | 23,676 | 20,163 | 20,163 | 18,456 | 11,268 |
11,263 | 11,263 | 11,263 | 11,263 | 11,263 | 11,263 | 11,263 | 11,263 | 11,263 | 11,263 | 11,263 | 11,263 | |
9,891 | 9,671 | 9,671 | 9,671 | 9,671 | 9,671 | 9,671 | 9,671 | 11,031 | 11,031 | 11,031 | 11,031 | |
Increased Allocation | 7,525 | 7,525 | 7,525 | 7,525 | 7,525 | 7,525 | 8,667 | 8,667 | 9,295 | 9,295 | 9,837 | 10,792 |
Increased Allocation | 8,006 | 7,637 | 7,637 | 6,960 | 6,298 | 6,298 | 6,298 | 6,298 | 9,678 | 9,678 | 9,678 | 10,128 |
0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 8,130 | 9,834 | 9,834 | |
8,607 | 8,607 | 8,607 | 7,533 | 7,533 | 7,533 | 7,533 | 8,526 | 8,526 | 8,526 | 9,284 | 9,284 | |
Increased Allocation | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 3,424 | 5,900 | 5,900 | 5,900 | 8,459 |
9,610 | 9,610 | 9,610 | 9,610 | 9,610 | 9,610 | 9,610 | 9,610 | 9,610 | 8,410 | 8,410 | 8,410 | |
4,944 | 4,944 | 4,944 | 4,944 | 4,944 | 4,944 | 5,045 | 5,045 | 7,489 | 7,489 | 7,489 | 7,489 | |
5,444 | 5,444 | 5,444 | 6,085 | 6,085 | 6,085 | 6,085 | 7,076 | 7,076 | 7,076 | 7,076 | 7,076 | |
8,975 | 8,975 | 8,975 | 8,975 | 8,975 | 8,975 | 8,975 | 8,975 | 8,975 | 6,636 | 6,636 | 6,636 | |
12,950 | 12,950 | 12,950 | 12,950 | 12,950 | 12,950 | 11,627 | 11,627 | 11,627 | 9,875 | 6,299 | 6,299 | |
Increased Allocation | 3,887 | 3,887 | 3,887 | 4,098 | 4,098 | 4,098 | 4,144 | 4,144 | 4,841 | 4,841 | 4,841 | 5,758 |
11,715 | 11,715 | 11,715 | 11,715 | 11,715 | 11,715 | 8,174 | 6,622 | 6,622 | 5,524 | 5,524 | 5,524 | |
4,494 | 4,494 | 4,494 | 4,494 | 4,494 | 4,494 | 4,494 | 4,494 | 4,494 | 4,494 | 5,267 | 5,267 | |
Increased Allocation | 2,265 | 2,265 | 2,265 | 2,265 | 2,265 | 2,265 | 2,265 | 3,212 | 4,316 | 4,316 | 4,316 | 5,170 |
4,662 | 4,841 | 4,841 | 4,665 | 4,665 | 4,665 | 4,665 | 4,665 | 4,968 | 4,968 | 4,968 | 4,968 | |
5,346 | 5,346 | 5,346 | 5,346 | 5,346 | 5,346 | 5,346 | 5,346 | 5,346 | 4,506 | 4,506 | 4,506 | |
3,344 | 3,344 | 3,344 | 3,344 | 3,646 | 3,646 | 3,646 | 3,646 | 4,049 | 4,049 | 4,438 | 4,438 | |
3,387 | 3,791 | 3,791 | 3,791 | 4,064 | 4,064 | 4,064 | 4,064 | 4,064 | 4,349 | 4,349 | 4,349 | |
3,042 | 3,193 | 3,193 | 3,193 | 3,193 | 3,193 | 3,193 | 3,193 | 3,544 | 3,544 | 3,544 | 3,544 | |
Decreased Allocation | 16,984 | 16,984 | 16,984 | 16,984 | 16,984 | 16,984 | 16,984 | 16,984 | 16,984 | 16,984 | 12,949 | 3,350 |
Increased Allocation | 1,810 | 1,810 | 1,810 | 1,810 | 1,988 | 1,988 | 1,988 | 1,988 | 1,988 | 2,599 | 2,846 | 3,185 |
Increased Allocation | 1,883 | 1,947 | 1,947 | 1,947 | 1,947 | 1,947 | 2,211 | 2,395 | 2,395 | 2,395 | 2,598 | 2,811 |
Increased Allocation | 2,171 | 1,988 | 1,988 | 1,988 | 1,988 | 1,988 | 1,988 | 1,988 | 2,261 | 2,261 | 2,261 | 2,656 |
Increased Allocation | 1,581 | 1,581 | 1,581 | 1,581 | 1,581 | 1,581 | 1,581 | 1,581 | 1,963 | 1,963 | 1,963 | 2,318 |
0 | 0 | 0 | 0 | 0 | 0 | 0 | 710 | 1,936 | 1,936 | 1,936 | 1,936 | |
Increased Allocation | 1,090 | 1,181 | 1,181 | 1,181 | 1,181 | 1,181 | 1,181 | 1,283 | 1,419 | 1,535 | 1,535 | 1,642 |
1,691 | 1,691 | 1,691 | 1,691 | 1,691 | 1,691 | 1,225 | 1,225 | 1,344 | 1,344 | 1,344 | 1,344 | |
1,338 | 1,338 | 1,338 | 1,338 | 1,338 | 1,338 | 1,338 | 1,338 | 1,338 | 1,338 | 1,338 | 1,338 | |
0 | 0 | 0 | 0 | 0 | 0 | 614 | 614 | 699 | 699 | 699 | 699 | |
591 | 591 | 591 | 591 | 591 | 591 | 538 | 538 | 538 | 538 | 538 | 538 | |
2,508 | 2,508 | 2,508 | 2,508 | 2,508 | 2,508 | 2,508 | 3,580 | 5,029 | 70 | 0 | 0 | |
3,444 | 3,444 | 3,444 | 3,444 | 3,444 | 3,444 | 3,444 | 0 | 0 | 0 | 0 | 0 | |
9,338 | 9,338 | 9,338 | 9,338 | 9,338 | 9,338 | 9,338 | 0 | 0 | 0 | 0 | 0 | |
Full Exit | 18,651 | 17,901 | 17,901 | 17,901 | 17,901 | 17,901 | 17,901 | 5,360 | 1,800 | 1,800 | 1,800 | 0 |