IVV 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 loaded; 2024Q4: 25,290 shares; 2025Q1: 28,158 shares; 2025Q2: 30,438 shares; 2025Q3: 31,394 shares; 2025Q4: 31,297 shares 31,297 $21.4M 17.4% -97 Timeline SPYG 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: not loaded; 2024Q4: 129,232 shares; 2025Q1: 114,443 shares; 2025Q2: 118,372 shares; 2025Q3: 109,044 shares; 2025Q4: 103,378 shares 103,378 $11M 8.95% -5,666 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 194,976 shares; 2025Q1: 203,906 shares; 2025Q2: 211,616 shares; 2025Q3: 228,452 shares; 2025Q4: 224,892 shares 224,892 $9.57M 7.77% -3,560 Timeline VYM 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: not loaded; 2024Q4: 64,583 shares; 2025Q1: 67,684 shares; 2025Q2: 66,340 shares; 2025Q3: 57,710 shares; 2025Q4: 61,060 shares 61,060 $8.76M 7.11% +3,350 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 249,450 shares; 2025Q1: 234,035 shares; 2025Q2: 216,769 shares; 2025Q3: 195,955 shares; 2025Q4: 189,942 shares 189,942 $7.24M 5.88% -6,013 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 76,914 shares; 2025Q1: 88,846 shares; 2025Q2: 111,474 shares; 2025Q3: 116,247 shares; 2025Q4: 115,171 shares 115,171 $7M 5.68% -1,076 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 155,797 shares; 2025Q1: 165,618 shares; 2025Q2: 179,222 shares; 2025Q3: 180,690 shares; 2025Q4: 181,016 shares 181,016 $6.88M 5.59% +326 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 72,572 shares; 2025Q1: 74,944 shares; 2025Q2: 78,339 shares; 2025Q3: 109,796 shares; 2025Q4: 132,474 shares 132,474 $4.31M 3.5% +22,678 Timeline SPTI 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: not loaded; 2024Q4: 132,862 shares; 2025Q1: 136,913 shares; 2025Q2: 132,772 shares; 2025Q3: 133,562 shares; 2025Q4: 140,428 shares 140,428 $4.05M 3.29% +6,866 Timeline SPMD 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: not loaded; 2024Q4: 69,941 shares; 2025Q1: 72,282 shares; 2025Q2: 68,872 shares; 2025Q3: 69,007 shares; 2025Q4: 69,576 shares 69,576 $4.03M 3.27% +569 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 47,047 shares; 2025Q3: 68,298 shares; 2025Q4: 67,669 shares 67,669 $3.57M 2.9% -629 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 13,751 shares; 2025Q1: 19,995 shares; 2025Q2: 26,507 shares; 2025Q3: 28,120 shares; 2025Q4: 28,233 shares 28,233 $3.37M 2.73% +113 Timeline MBB 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 loaded; 2024Q4: 25,571 shares; 2025Q1: 26,572 shares; 2025Q2: 26,331 shares; 2025Q3: 26,382 shares; 2025Q4: 27,902 shares 27,902 $2.66M 2.16% +1,520 Timeline SPYV 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: not loaded; 2024Q4: 44,207 shares; 2025Q1: 42,957 shares; 2025Q2: 46,188 shares; 2025Q3: 43,509 shares; 2025Q4: 46,343 shares 46,343 $2.63M 2.14% +2,834 Timeline XSMO 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 33,134 shares; 2025Q3: 34,365 shares; 2025Q4: 34,146 shares 34,146 $2.46M 2% -219 Timeline AIQ 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27,580 shares; 2025Q3: 38,430 shares; 2025Q4: 38,830 shares 38,830 $1.97M 1.6% +400 Timeline SHLD 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,387 shares; 2025Q4: 27,706 shares 27,706 $1.8M 1.46% +10,319 Timeline SHYG 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 loaded; 2024Q4: 31,474 shares; 2025Q1: 32,399 shares; 2025Q2: 33,052 shares; 2025Q3: 35,051 shares; 2025Q4: 34,797 shares 34,797 $1.49M 1.21% -254 Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 71,238 shares; 2025Q1: 73,062 shares; 2025Q2: 74,459 shares; 2025Q3: 79,264 shares; 2025Q4: 76,741 shares 76,741 $1.45M 1.17% -2,523 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 61,707 shares; 2025Q1: 63,876 shares; 2025Q2: 65,415 shares; 2025Q3: 69,602 shares; 2025Q4: 68,568 shares 68,568 $1.41M 1.15% -1,034 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 59,085 shares; 2025Q1: 61,476 shares; 2025Q2: 62,785 shares; 2025Q3: 67,236 shares; 2025Q4: 66,775 shares 66,775 $1.32M 1.07% -461 Timeline BSCU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 61,312 shares; 2025Q1: 65,783 shares; 2025Q2: 69,684 shares; 2025Q3: 75,609 shares; 2025Q4: 74,357 shares 74,357 $1.26M 1.02% -1,252 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 55,727 shares; 2025Q1: 58,474 shares; 2025Q2: 59,223 shares; 2025Q3: 63,424 shares; 2025Q4: 62,948 shares 62,948 $1.23M 1% -476 Timeline VEU 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: not loaded; 2024Q4: 19,806 shares; 2025Q1: 17,850 shares; 2025Q2: 16,495 shares; 2025Q3: 15,399 shares; 2025Q4: 15,081 shares 15,081 $1.11M 0.9% -318 Timeline VTI 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: not loaded; 2024Q4: 4,615 shares; 2025Q1: 4,609 shares; 2025Q2: 4,656 shares; 2025Q3: 4,608 shares; 2025Q4: 2,949 shares 2,949 $989K 0.8% -1,659 Timeline 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: not loaded; 2024Q4: 1,355 shares; 2025Q1: 1,355 shares; 2025Q2: 1,355 shares; 2025Q3: 1,366 shares; 2025Q4: 1,451 shares 1,451 $910K 0.74% +85 Timeline DFNM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,847 shares; 2025Q1: 9,028 shares; 2025Q2: 14,553 shares; 2025Q3: 16,512 shares; 2025Q4: 17,843 shares 17,843 $859K 0.7% +1,331 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares 1 $755K 0.61% 0 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,299 shares; 2025Q4: 7,946 shares 7,946 $678K 0.55% -353 Timeline MUB 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 loaded; 2024Q4: 2,682 shares; 2025Q1: 3,737 shares; 2025Q2: 4,539 shares; 2025Q3: 5,536 shares; 2025Q4: 6,228 shares 6,228 $667K 0.54% +692 Timeline SUB 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 loaded; 2024Q4: 2,331 shares; 2025Q1: 3,309 shares; 2025Q2: 4,669 shares; 2025Q3: 5,647 shares; 2025Q4: 6,161 shares 6,161 $657K 0.53% +514 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 988 shares; 2025Q1: 988 shares; 2025Q2: 1,001 shares; 2025Q3: 967 shares; 2025Q4: 874 shares 874 $439K 0.36% -93 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,208 shares; 2025Q1: 1,933 shares; 2025Q2: 1,848 shares; 2025Q3: 1,748 shares; 2025Q4: 1,384 shares 1,384 $433K 0.35% -364 Timeline QVML INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 10,822 shares; 2025Q2: 10,836 shares; 2025Q3: 10,836 shares; 2025Q4: 10,687 shares 10,687 $429K 0.35% -149 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,963 shares; 2025Q1: 1,747 shares; 2025Q2: 1,722 shares; 2025Q3: 1,682 shares; 2025Q4: 1,563 shares 1,563 $425K 0.34% -119 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: not loaded; 2024Q4: 1,072 shares; 2025Q1: 1,007 shares; 2025Q2: 969 shares; 2025Q3: 969 shares; 2025Q4: 857 shares 857 $414K 0.34% -112 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 516 shares; 2025Q1: 516 shares; 2025Q2: 504 shares; 2025Q3: 570 shares; 2025Q4: 566 shares 566 $348K 0.28% -4 Timeline HIMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,619 shares; 2025Q3: 6,445 shares; 2025Q4: 6,981 shares 6,981 $340K 0.28% +536 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 807 shares; 2025Q1: 732 shares; 2025Q2: 665 shares; 2025Q3: 605 shares; 2025Q4: 558 shares 558 $337K 0.27% -47 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,811 shares; 2025Q1: 9,059 shares; 2025Q2: 9,267 shares; 2025Q3: 8,742 shares; 2025Q4: 1,424 shares 1,424 $320K 0.26% -7,318 Timeline VV 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: not loaded; 2024Q4: 952 shares; 2025Q1: 952 shares; 2025Q2: 952 shares; 2025Q3: 952 shares; 2025Q4: 952 shares 952 $300K 0.24% 0 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: not loaded; 2024Q4: 1,743 shares; 2025Q1: 1,844 shares; 2025Q2: 1,866 shares; 2025Q3: 1,880 shares; 2025Q4: 1,997 shares 1,997 $298K 0.24% +117 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,185 shares; 2025Q1: 1,173 shares; 2025Q2: 1,148 shares; 2025Q3: 1,148 shares; 2025Q4: 1,148 shares 1,148 $265K 0.22% 0 Timeline SPIB 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,978 shares; 2025Q3: 7,915 shares; 2025Q4: 7,012 shares 7,012 $237K 0.19% -903 Timeline QUAL 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 loaded; 2024Q4: 1,241 shares; 2025Q1: 1,221 shares; 2025Q2: 1,221 shares; 2025Q3: 1,214 shares; 2025Q4: 1,186 shares 1,186 $236K 0.19% -28 Timeline VGT 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: not loaded; 2024Q4: 326 shares; 2025Q1: not reported; 2025Q2: 340 shares; 2025Q3: 333 shares; 2025Q4: 274 shares 274 $207K 0.17% -59 Timeline IBMQ 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 loaded; 2024Q4: not reported; 2025Q1: 8,536 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,963 shares 7,963 $204K 0.17% new Timeline IBMO 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 loaded; 2024Q4: not reported; 2025Q1: 8,470 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,929 shares 7,929 $203K 0.16% new Timeline IBMP 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 loaded; 2024Q4: not reported; 2025Q1: 8,554 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,994 shares 7,994 $203K 0.16% new Timeline