VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,778 shares; 2024Q4: 83,320 shares; 2025Q1: 86,432 shares; 2025Q2: 88,540 shares; 2025Q3: 61,445 shares; 2025Q4: 56,971 shares 56,971 $35.7M 19.63% -4,474 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 201,917 shares; 2024Q4: 221,568 shares; 2025Q1: 220,652 shares; 2025Q2: 231,023 shares; 2025Q3: 242,628 shares; 2025Q4: 334,158 shares 334,158 $24.8M 13.6% +91,530 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,187 shares; 2024Q4: 4,731 shares; 2025Q1: 77,781 shares; 2025Q2: 81,709 shares; 2025Q3: 89,532 shares; 2025Q4: 105,393 shares 105,393 $10.1M 5.57% +15,861 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,607 shares; 2024Q4: 30,891 shares; 2025Q1: 32,167 shares; 2025Q2: 10,546 shares; 2025Q3: 10,497 shares; 2025Q4: 63,080 shares 63,080 $9.08M 4.99% +52,583 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 245,135 shares; 2024Q4: 156,573 shares; 2025Q1: 154,014 shares; 2025Q2: 163,036 shares; 2025Q3: 144,025 shares; 2025Q4: 160,531 shares 160,531 $8.79M 4.83% +16,506 Timeline VPL VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 236,015 shares; 2024Q4: 166,095 shares; 2025Q1: 139,980 shares; 2025Q2: 137,150 shares; 2025Q3: 102,025 shares; 2025Q4: 96,610 shares 96,610 $8.73M 4.8% -5,415 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 25,371 shares; 2025Q2: 26,748 shares; 2025Q3: 25,308 shares; 2025Q4: 77,874 shares 77,874 $8.56M 4.7% +52,566 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,337 shares; 2024Q4: 33,249 shares; 2025Q1: 33,728 shares; 2025Q2: 35,049 shares; 2025Q3: 30,874 shares; 2025Q4: 70,486 shares 70,486 $8.42M 4.62% +39,612 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 317,284 shares; 2024Q4: 202,354 shares; 2025Q1: 154,799 shares; 2025Q2: 146,879 shares; 2025Q3: 135,692 shares; 2025Q4: 141,743 shares 141,743 $7.62M 4.19% +6,051 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 144,154 shares; 2024Q4: 129,913 shares; 2025Q1: 98,339 shares; 2025Q2: 86,581 shares; 2025Q3: 72,728 shares; 2025Q4: 76,831 shares 76,831 $6.42M 3.53% +4,103 Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,726 shares; 2024Q4: 68,464 shares; 2025Q1: 72,155 shares; 2025Q2: 76,990 shares; 2025Q3: 84,302 shares; 2025Q4: 93,901 shares 93,901 $6.33M 3.48% +9,599 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 43,255 shares; 2025Q4: 52,270 shares 52,270 $6.15M 3.38% +9,015 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,743 shares; 2024Q4: 25,430 shares; 2025Q1: 21,775 shares; 2025Q2: 21,818 shares; 2025Q3: 17,999 shares; 2025Q4: 18,412 shares 18,412 $5.34M 2.94% +413 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,712 shares; 2024Q4: 65,712 shares; 2025Q1: 70,077 shares; 2025Q2: 70,077 shares; 2025Q3: 70,077 shares; 2025Q4: 70,077 shares 70,077 $3.36M 1.85% 0 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,602 shares; 2024Q4: 5,670 shares; 2025Q1: 5,213 shares; 2025Q2: 4,833 shares; 2025Q3: 4,688 shares; 2025Q4: 4,688 shares 4,688 $3.2M 1.76% 0 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,007 shares; 2025Q1: 15,871 shares; 2025Q2: 10,131 shares; 2025Q3: 10,218 shares; 2025Q4: 14,332 shares 14,332 $2.75M 1.51% +4,114 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,421 shares; 2024Q4: 35,881 shares; 2025Q1: 31,877 shares; 2025Q2: 31,991 shares; 2025Q3: 27,188 shares; 2025Q4: 58,420 shares 58,420 $2.61M 1.44% +31,232 Timeline EWC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,775 shares; 2024Q4: 71,412 shares; 2025Q1: 58,427 shares; 2025Q2: 56,837 shares; 2025Q3: 42,213 shares; 2025Q4: 39,632 shares 39,632 $2.14M 1.17% -2,581 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112,916 shares; 2024Q4: 8,958 shares; 2025Q1: 92,919 shares; 2025Q2: 96,903 shares; 2025Q3: 25,557 shares; 2025Q4: 25,536 shares 25,536 $1.98M 1.09% -21 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,440 shares; 2024Q4: 66,440 shares; 2025Q1: 66,440 shares; 2025Q2: 66,060 shares; 2025Q3: 28,850 shares; 2025Q4: 26,178 shares 26,178 $1.86M 1.02% -2,672 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,151 shares; 2024Q4: 51,297 shares; 2025Q1: 42,186 shares; 2025Q2: 45,898 shares; 2025Q3: 40,004 shares; 2025Q4: 38,446 shares 38,446 $1.64M 0.9% -1,558 Timeline MLPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,390 shares; 2024Q4: 35,555 shares; 2025Q1: 28,784 shares; 2025Q2: 28,927 shares; 2025Q3: 25,424 shares; 2025Q4: 26,926 shares 26,926 $1.63M 0.9% +1,502 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,541 shares 14,541 $1.4M 0.77% new Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,888 shares; 2024Q4: 8,888 shares; 2025Q1: 8,888 shares; 2025Q2: 10,755 shares; 2025Q3: 10,755 shares; 2025Q4: 10,755 shares 10,755 $1.02M 0.56% 0 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,862 shares; 2024Q4: 67,862 shares; 2025Q1: 67,862 shares; 2025Q2: 67,212 shares; 2025Q3: 26,434 shares; 2025Q4: 14,592 shares 14,592 $981K 0.54% -11,842 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,747 shares; 2024Q4: 4,084 shares; 2025Q1: 4,229 shares; 2025Q2: 4,341 shares; 2025Q3: 3,769 shares; 2025Q4: 2,441 shares 2,441 $967K 0.53% -1,328 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,850 shares; 2024Q4: 7,879 shares; 2025Q1: 8,443 shares; 2025Q2: 10,887 shares; 2025Q3: 9,536 shares; 2025Q4: 10,927 shares 10,927 $967K 0.53% +1,391 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,022 shares; 2024Q4: 6,022 shares; 2025Q1: 6,022 shares; 2025Q2: 6,022 shares; 2025Q3: 6,022 shares; 2025Q4: 6,022 shares 6,022 $897K 0.49% 0 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,309 shares; 2024Q4: 13,309 shares; 2025Q1: 13,309 shares; 2025Q2: 19,302 shares; 2025Q3: 19,302 shares; 2025Q4: 19,302 shares 19,302 $853K 0.47% 0 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,980 shares; 2024Q4: 8,980 shares; 2025Q1: 8,980 shares; 2025Q2: 8,980 shares; 2025Q3: 3,980 shares; 2025Q4: 4,197 shares 4,197 $783K 0.43% +217 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,053 shares; 2024Q4: 10,053 shares; 2025Q1: 15,893 shares; 2025Q2: 15,893 shares; 2025Q3: 15,893 shares; 2025Q4: 15,893 shares 15,893 $760K 0.42% 0 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,793 shares; 2024Q4: 5,793 shares; 2025Q1: 5,793 shares; 2025Q2: 5,793 shares; 2025Q3: 5,793 shares; 2025Q4: 5,793 shares 5,793 $701K 0.38% 0 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 121,076 shares; 2024Q4: 15,964 shares; 2025Q1: 14,259 shares; 2025Q2: 14,224 shares; 2025Q3: 14,224 shares; 2025Q4: 14,143 shares 14,143 $676K 0.37% -81 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,532 shares; 2025Q2: 11,664 shares; 2025Q3: 11,694 shares; 2025Q4: 11,694 shares 11,694 $581K 0.32% 0 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 158,821 shares; 2024Q4: 163,283 shares; 2025Q1: 15,267 shares; 2025Q2: 14,103 shares; 2025Q3: 9,103 shares; 2025Q4: 9,103 shares 9,103 $546K 0.3% 0 Timeline IXC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,014 shares; 2024Q4: 15,695 shares; 2025Q1: 14,958 shares; 2025Q2: 12,995 shares; 2025Q3: 12,995 shares; 2025Q4: 12,995 shares 12,995 $545K 0.3% 0 Timeline ITM VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,890 shares; 2024Q4: 6,890 shares; 2025Q1: 11,400 shares; 2025Q2: 11,400 shares; 2025Q3: 11,400 shares; 2025Q4: 11,400 shares 11,400 $538K 0.3% 0 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,618 shares; 2024Q4: 2,618 shares; 2025Q1: 2,618 shares; 2025Q2: 2,949 shares; 2025Q3: 949 shares; 2025Q4: 1,018 shares 1,018 $492K 0.27% +69 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,479 shares; 2024Q4: 4,390 shares; 2025Q1: 4,218 shares; 2025Q2: 3,747 shares; 2025Q3: 3,747 shares; 2025Q4: 3,747 shares 3,747 $457K 0.25% 0 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,712 shares; 2024Q4: 2,565 shares; 2025Q1: 2,516 shares; 2025Q2: 2,516 shares; 2025Q3: 2,516 shares; 2025Q4: 2,505 shares 2,505 $388K 0.21% -11 Timeline EWU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,161 shares; 2024Q4: 8,240 shares; 2025Q1: 8,091 shares; 2025Q2: 8,091 shares; 2025Q3: 8,091 shares; 2025Q4: 8,091 shares 8,091 $356K 0.2% 0 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 309 shares; 2024Q4: 309 shares; 2025Q1: 309 shares; 2025Q2: 309 shares; 2025Q3: 309 shares; 2025Q4: 309 shares 309 $266K 0.15% 0 Timeline IBHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,609 shares 9,609 $227K 0.12% new Timeline SDG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,500 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,500 shares; 2025Q4: 2,500 shares 2,500 $211K 0.12% 0 Timeline PBR PETROLEO BRASILEIRO S A More: the full row for PETROLEO BRASILEIRO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,850 shares; 2024Q4: 13,850 shares; 2025Q1: 13,850 shares; 2025Q2: 13,850 shares; 2025Q3: 13,850 shares; 2025Q4: 13,850 shares 13,850 $164K 0.09% 0 Timeline