XMMO 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 94,811 shares; 2023Q1: 96,364 shares; 2023Q2: 96,070 shares; 2023Q3: 97,804 shares; 2023Q4: 100,642 shares; 2024Q1: 100,919 shares 100,919 $11.6M 7% +277 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 16,440 shares; 2023Q1: 36,385 shares; 2023Q2: 86,110 shares; 2023Q3: 90,584 shares; 2023Q4: 97,428 shares; 2024Q1: 102,600 shares 102,600 $9.22M 5.57% +5,172 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 35,857 shares; 2023Q1: 41,117 shares; 2023Q2: 41,545 shares; 2023Q3: 42,526 shares; 2023Q4: 44,710 shares; 2024Q1: 46,865 shares 46,865 $9.14M 5.52% +2,155 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 164,258 shares; 2023Q1: 171,587 shares; 2023Q2: 182,776 shares; 2023Q3: 212,850 shares; 2023Q4: 217,113 shares; 2024Q1: 226,013 shares 226,013 $8.05M 4.86% +8,900 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 4,947 shares; 2023Q1: 6,145 shares; 2023Q2: 29,243 shares; 2023Q3: 41,602 shares; 2023Q4: 74,425 shares; 2024Q1: 131,336 shares 131,336 $7.63M 4.61% +56,911 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 104,068 shares; 2023Q1: 100,710 shares; 2023Q2: 100,649 shares; 2023Q3: 100,273 shares; 2023Q4: 100,331 shares; 2024Q1: 99,467 shares 99,467 $7.51M 4.53% -864 Timeline XSVM 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 86,266 shares; 2023Q1: 84,623 shares; 2023Q2: 112,610 shares; 2023Q3: 116,040 shares; 2023Q4: 118,137 shares; 2024Q1: 121,666 shares 121,666 $6.93M 4.18% +3,529 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 117,423 shares; 2023Q1: 118,243 shares; 2023Q2: 117,899 shares; 2023Q3: 112,841 shares; 2023Q4: 92,350 shares; 2024Q1: 81,184 shares 81,184 $6.55M 3.95% -11,166 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 19,478 shares; 2023Q1: 23,131 shares; 2023Q2: 26,815 shares; 2023Q3: 39,848 shares; 2023Q4: 65,561 shares; 2024Q1: 92,440 shares 92,440 $6.23M 3.76% +26,879 Timeline IHDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 142,532 shares; 2023Q1: 136,772 shares; 2023Q2: 133,510 shares; 2023Q3: 133,613 shares; 2023Q4: 130,845 shares; 2024Q1: 133,525 shares 133,525 $6.13M 3.7% +2,680 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 96,421 shares; 2023Q1: 96,037 shares; 2023Q2: 96,487 shares; 2023Q3: 96,966 shares; 2023Q4: 97,375 shares; 2024Q1: 94,880 shares 94,880 $5.51M 3.32% -2,495 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 25,975 shares; 2023Q1: 26,006 shares; 2023Q2: 26,360 shares; 2023Q3: 26,561 shares; 2023Q4: 26,751 shares; 2024Q1: 27,106 shares 27,106 $5.2M 3.14% +355 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 63,021 shares; 2023Q1: 66,676 shares; 2023Q2: 68,447 shares; 2023Q3: 87,317 shares; 2023Q4: 87,695 shares; 2024Q1: 72,207 shares 72,207 $4.44M 2.68% -15,488 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 21,936 shares; 2023Q1: 21,453 shares; 2023Q2: 20,644 shares; 2023Q3: 20,282 shares; 2023Q4: 19,899 shares; 2024Q1: 19,472 shares 19,472 $3.34M 2.02% -427 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 36,861 shares; 2023Q1: 35,462 shares; 2023Q2: 35,557 shares; 2023Q3: 37,021 shares; 2023Q4: 37,178 shares; 2024Q1: 37,121 shares 37,121 $2.96M 1.79% -57 Timeline ONEY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 50,615 shares; 2023Q1: 50,719 shares; 2023Q2: 51,429 shares; 2023Q3: 51,958 shares; 2023Q4: 47,831 shares; 2024Q1: 24,461 shares 24,461 $2.66M 1.6% -23,370 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,042 shares; 2023Q1: 1,042 shares; 2023Q2: 1,034 shares; 2023Q3: 4,141 shares; 2023Q4: 4,218 shares; 2024Q1: 4,942 shares 4,942 $2.38M 1.43% +724 Timeline HFXI NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 2,847 shares; 2023Q4: 11,612 shares; 2024Q1: 81,717 shares 81,717 $2.19M 1.32% +70,105 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 10,966 shares; 2023Q1: 10,974 shares; 2023Q2: 11,165 shares; 2023Q3: 11,199 shares; 2023Q4: 11,100 shares; 2024Q1: 11,087 shares 11,087 $2.07M 1.25% -13 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 30,716 shares; 2023Q1: 29,721 shares; 2023Q2: 29,156 shares; 2023Q3: 28,687 shares; 2023Q4: 25,760 shares; 2024Q1: 18,493 shares 18,493 $2.01M 1.22% -7,267 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 9,015 shares; 2023Q1: 8,860 shares; 2023Q2: 8,846 shares; 2023Q3: 8,684 shares; 2023Q4: 8,021 shares; 2024Q1: 7,960 shares 7,960 $1.88M 1.13% -61 Timeline XLG 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 4,013 shares; 2023Q1: 4,013 shares; 2023Q2: 4,051 shares; 2023Q3: 43,040 shares; 2023Q4: 42,218 shares; 2024Q1: 42,693 shares 42,693 $1.8M 1.09% +475 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 34,088 shares; 2023Q1: 31,052 shares; 2023Q2: 31,300 shares; 2023Q3: 34,329 shares; 2023Q4: 35,254 shares; 2024Q1: 49,848 shares 49,848 $1.74M 1.05% +14,594 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 2,379 shares; 2023Q1: 13,327 shares; 2023Q2: 13,697 shares; 2023Q3: 9,469 shares; 2023Q4: 9,486 shares; 2024Q1: 9,671 shares 9,671 $1.59M 0.96% +185 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 5,486 shares; 2023Q1: 5,559 shares; 2023Q2: 5,623 shares; 2023Q3: 5,625 shares; 2023Q4: 5,640 shares; 2024Q1: 5,231 shares 5,231 $1.36M 0.82% -409 Timeline UITB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 3,007 shares; 2023Q1: 14,751 shares; 2023Q2: 18,332 shares; 2023Q3: 22,486 shares; 2023Q4: 25,325 shares; 2024Q1: 28,272 shares 28,272 $1.31M 0.79% +2,947 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 9,989 shares; 2023Q1: 10,516 shares; 2023Q2: 10,517 shares; 2023Q3: 10,517 shares; 2023Q4: 10,517 shares; 2024Q1: 11,156 shares 11,156 $1.3M 0.78% +639 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 3,130 shares; 2023Q1: 3,178 shares; 2023Q2: 3,179 shares; 2023Q3: 3,056 shares; 2023Q4: 3,095 shares; 2024Q1: 3,079 shares 3,079 $1.3M 0.78% -16 Timeline FNDE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 13,904 shares; 2023Q1: 24,846 shares; 2023Q2: 30,941 shares; 2023Q3: 43,093 shares; 2023Q4: 43,307 shares; 2024Q1: 44,736 shares 44,736 $1.24M 0.75% +1,429 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,972 shares; 2023Q1: 2,346 shares; 2023Q2: 2,616 shares; 2023Q3: 3,689 shares; 2023Q4: 3,628 shares; 2024Q1: 3,508 shares 3,508 $1.21M 0.73% -120 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 26,302 shares 26,302 $1.17M 0.7% new Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 14,732 shares; 2023Q4: 14,894 shares; 2024Q1: 23,307 shares 23,307 $1.15M 0.69% +8,413 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 4,320 shares; 2023Q1: 4,420 shares; 2023Q2: 4,421 shares; 2023Q3: 4,400 shares; 2023Q4: 4,352 shares; 2024Q1: 4,319 shares 4,319 $1.08M 0.65% -33 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 16,200 shares; 2023Q4: 16,200 shares; 2024Q1: 20,035 shares 20,035 $1.01M 0.61% +3,835 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 5,620 shares; 2023Q1: 5,642 shares; 2023Q2: 5,587 shares; 2023Q3: 5,507 shares; 2023Q4: 5,602 shares; 2024Q1: 5,571 shares 5,571 $1M 0.61% -31 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 4,471 shares; 2023Q4: 4,472 shares; 2024Q1: 11,283 shares 11,283 $953K 0.58% +6,811 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 4,228 shares; 2023Q1: 4,203 shares; 2023Q2: 4,337 shares; 2023Q3: 4,343 shares; 2023Q4: 4,145 shares; 2024Q1: 4,042 shares 4,042 $924K 0.56% -103 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 4,393 shares; 2023Q1: 31,616 shares; 2023Q2: 35,794 shares; 2023Q3: 27,805 shares; 2023Q4: 27,758 shares; 2024Q1: 28,714 shares 28,714 $917K 0.55% +956 Timeline QQQM 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 711 shares; 2023Q1: 1,141 shares; 2023Q2: 1,281 shares; 2023Q3: 2,585 shares; 2023Q4: 3,363 shares; 2024Q1: 5,013 shares 5,013 $916K 0.55% +1,650 Timeline DFIS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 31,342 shares 31,342 $785K 0.47% new Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 9,365 shares; 2023Q1: 9,330 shares; 2023Q2: 9,330 shares; 2023Q3: 9,330 shares; 2023Q4: 9,000 shares; 2024Q1: 9,012 shares 9,012 $785K 0.47% +12 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 5,390 shares; 2023Q1: 9,702 shares; 2023Q2: 10,045 shares; 2023Q3: 10,256 shares; 2023Q4: 10,281 shares; 2024Q1: 16,782 shares 16,782 $765K 0.46% +6,501 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 3,238 shares; 2023Q1: 3,231 shares; 2023Q2: 3,028 shares; 2023Q3: 3,029 shares; 2023Q4: 3,115 shares; 2024Q1: 3,132 shares 3,132 $751K 0.45% +17 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 23,559 shares; 2023Q1: 16,761 shares; 2023Q2: 17,553 shares; 2023Q3: 24,988 shares; 2023Q4: 25,132 shares; 2024Q1: 13,795 shares 13,795 $750K 0.45% -11,337 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 9,324 shares; 2023Q1: 13,147 shares; 2023Q2: 13,612 shares; 2023Q3: 11,586 shares; 2023Q4: 11,650 shares; 2024Q1: 7,147 shares 7,147 $742K 0.45% -4,503 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,739 shares; 2023Q1: 1,739 shares; 2023Q2: 1,739 shares; 2023Q3: 1,739 shares; 2023Q4: 1,739 shares; 2024Q1: 1,739 shares 1,739 $740K 0.45% 0 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 11,161 shares; 2023Q1: 9,490 shares; 2023Q2: 9,438 shares; 2023Q3: 9,054 shares; 2023Q4: 5,466 shares; 2024Q1: 4,701 shares 4,701 $733K 0.44% -765 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 15,119 shares; 2023Q1: 16,886 shares; 2023Q2: 16,911 shares; 2023Q3: 16,914 shares; 2023Q4: 16,703 shares; 2024Q1: 17,810 shares 17,810 $706K 0.43% +1,107 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 3,780 shares 3,780 $706K 0.43% new Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 3,603 shares; 2023Q1: 3,726 shares; 2023Q2: 3,730 shares; 2023Q3: 3,740 shares; 2023Q4: 3,771 shares; 2024Q1: 3,936 shares 3,936 $692K 0.42% +165 Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 5,574 shares; 2023Q1: 8,244 shares; 2023Q2: 10,009 shares; 2023Q3: 11,158 shares; 2023Q4: 11,132 shares; 2024Q1: 11,856 shares 11,856 $676K 0.41% +724 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 4,010 shares; 2023Q1: 4,013 shares; 2023Q2: 4,020 shares; 2023Q3: 4,026 shares; 2023Q4: 4,032 shares; 2024Q1: 4,034 shares 4,034 $654K 0.39% +2 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 4,949 shares; 2023Q1: 5,655 shares; 2023Q2: 5,672 shares; 2023Q3: 5,682 shares; 2023Q4: 5,957 shares; 2024Q1: 10,577 shares 10,577 $638K 0.39% +4,620 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,790 shares; 2023Q1: 6,574 shares; 2023Q2: 6,671 shares; 2023Q3: 3,487 shares; 2023Q4: 3,485 shares; 2024Q1: 4,652 shares 4,652 $628K 0.38% +1,167 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 19,763 shares; 2023Q1: 15,032 shares; 2023Q2: 15,139 shares; 2023Q3: 10,683 shares; 2023Q4: 10,740 shares; 2024Q1: 10,778 shares 10,778 $531K 0.32% +38 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,326 shares; 2023Q1: 1,326 shares; 2023Q2: 1,281 shares; 2023Q3: 1,281 shares; 2023Q4: 1,259 shares; 2024Q1: 1,259 shares 1,259 $529K 0.32% 0 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 14,094 shares; 2023Q1: 11,171 shares; 2023Q2: 11,171 shares; 2023Q3: 5,635 shares; 2023Q4: 5,488 shares; 2024Q1: 5,488 shares 5,488 $509K 0.31% 0 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 2,476 shares; 2023Q1: 4,454 shares; 2023Q2: 5,452 shares; 2023Q3: 7,888 shares; 2023Q4: 7,705 shares; 2024Q1: 5,857 shares 5,857 $478K 0.29% -1,848 Timeline JHML JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 7,834 shares; 2023Q1: 7,883 shares; 2023Q2: 7,883 shares; 2023Q3: 7,318 shares; 2023Q4: 7,318 shares; 2024Q1: 7,114 shares 7,114 $461K 0.28% -204 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 3,797 shares; 2023Q1: 3,797 shares; 2023Q2: 3,797 shares; 2023Q3: 3,797 shares; 2023Q4: 3,797 shares; 2024Q1: 3,733 shares 3,733 $452K 0.27% -64 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 24,131 shares; 2023Q1: 24,131 shares; 2023Q2: 24,057 shares; 2023Q3: 7,113 shares; 2023Q4: 7,113 shares; 2024Q1: 7,113 shares 7,113 $441K 0.27% 0 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 16,293 shares; 2024Q1: 16,293 shares 16,293 $440K 0.27% 0 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 1,031 shares; 2023Q2: 1,031 shares; 2023Q3: 953 shares; 2023Q4: 953 shares; 2024Q1: 904 shares 904 $439K 0.27% -49 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 19,450 shares; 2023Q1: 26,348 shares; 2023Q2: 26,348 shares; 2023Q3: 26,348 shares; 2023Q4: 26,348 shares; 2024Q1: 26,348 shares 26,348 $431K 0.26% 0 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 2,543 shares; 2023Q1: 2,593 shares; 2023Q2: 2,593 shares; 2023Q3: 2,442 shares; 2023Q4: 2,392 shares; 2024Q1: 2,392 shares 2,392 $420K 0.25% 0 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 8,068 shares; 2023Q4: 8,068 shares; 2024Q1: 9,880 shares 9,880 $413K 0.25% +1,812 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 7,001 shares 7,001 $403K 0.24% new Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 648 shares; 2023Q2: 644 shares; 2023Q3: 644 shares; 2023Q4: 644 shares; 2024Q1: 644 shares 644 $391K 0.24% 0 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,384 shares; 2023Q1: 1,384 shares; 2023Q2: 1,374 shares; 2023Q3: 1,374 shares; 2023Q4: 1,374 shares; 2024Q1: 1,374 shares 1,374 $391K 0.24% 0 Timeline PFM 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 8,456 shares; 2023Q1: 8,472 shares; 2023Q2: 8,487 shares; 2023Q3: 8,504 shares; 2023Q4: 8,522 shares; 2024Q1: 8,535 shares 8,535 $363K 0.22% +13 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 2,532 shares; 2023Q1: 2,583 shares; 2023Q2: 2,343 shares; 2023Q3: 2,223 shares; 2023Q4: 2,383 shares; 2024Q1: 2,385 shares 2,385 $363K 0.22% +2 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 497 shares; 2023Q3: 497 shares; 2023Q4: 3,383 shares; 2024Q1: 7,385 shares 7,385 $363K 0.22% +4,002 Timeline XMHQ 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 374 shares; 2023Q1: 1,209 shares; 2023Q2: 2,390 shares; 2023Q3: 2,880 shares; 2023Q4: 3,166 shares; 2024Q1: 3,224 shares 3,224 $355K 0.21% +58 Timeline SPGP 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 2,327 shares; 2023Q1: 3,041 shares; 2023Q2: 2,849 shares; 2023Q3: 2,849 shares; 2023Q4: 2,849 shares; 2024Q1: 3,211 shares 3,211 $342K 0.21% +362 Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 5,812 shares; 2023Q1: 5,847 shares; 2023Q2: 5,813 shares; 2023Q3: 5,677 shares; 2023Q4: 5,676 shares; 2024Q1: 5,598 shares 5,598 $321K 0.19% -78 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,089 shares; 2023Q1: 1,089 shares; 2023Q2: 1,089 shares; 2023Q3: 1,089 shares; 2023Q4: 1,089 shares; 2024Q1: 1,089 shares 1,089 $314K 0.19% 0 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 1,410 shares; 2023Q4: 1,410 shares; 2024Q1: 1,739 shares 1,739 $305K 0.18% +329 Timeline ISCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 9,396 shares; 2023Q1: 6,359 shares; 2023Q2: 6,428 shares; 2023Q3: 6,428 shares; 2023Q4: 6,457 shares; 2024Q1: 6,388 shares 6,388 $298K 0.18% -69 Timeline DDWM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 8,640 shares; 2023Q1: 8,640 shares; 2023Q2: 8,640 shares; 2023Q3: 8,674 shares; 2023Q4: 8,674 shares; 2024Q1: 8,674 shares 8,674 $297K 0.18% 0 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,952 shares; 2023Q1: 1,952 shares; 2023Q2: 2,002 shares; 2023Q3: 2,002 shares; 2023Q4: 2,002 shares; 2024Q1: 1,952 shares 1,952 $295K 0.18% -50 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 291 shares 291 $263K 0.16% new Timeline ANGL VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 8,350 shares; 2023Q1: 8,454 shares; 2023Q2: 8,568 shares; 2023Q3: 8,689 shares; 2023Q4: 8,778 shares; 2024Q1: 8,908 shares 8,908 $259K 0.16% +130 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 27 shares; 2023Q1: 355 shares; 2023Q2: 355 shares; 2023Q3: 355 shares; 2023Q4: 355 shares; 2024Q1: 484 shares 484 $254K 0.15% +129 Timeline PENN PENN ENTERTAINMENT INC More: the full row for PENN ENTERTAINMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 11,687 shares; 2023Q1: 12,137 shares; 2023Q2: 13,687 shares; 2023Q3: 13,687 shares; 2023Q4: 13,687 shares; 2024Q1: 13,687 shares 13,687 $249K 0.15% 0 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 14,992 shares; 2023Q1: 14,792 shares; 2023Q2: 9,619 shares; 2023Q3: 8,468 shares; 2023Q4: 8,333 shares; 2024Q1: 2,823 shares 2,823 $236K 0.14% -5,510 Timeline XMLV 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 24,211 shares; 2023Q1: 21,694 shares; 2023Q2: 4,730 shares; 2023Q3: 4,753 shares; 2023Q4: 4,527 shares; 2024Q1: 4,096 shares 4,096 $231K 0.14% -431 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 3,912 shares; 2023Q1: 3,939 shares; 2023Q2: 3,971 shares; 2023Q3: 4,005 shares; 2023Q4: 4,048 shares; 2024Q1: 4,078 shares 4,078 $230K 0.14% +30 Timeline XSLV 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 22,857 shares; 2023Q1: 21,375 shares; 2023Q2: 6,254 shares; 2023Q3: 6,279 shares; 2023Q4: 5,794 shares; 2024Q1: 5,154 shares 5,154 $228K 0.14% -640 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,461 shares; 2023Q1: 7,072 shares; 2023Q2: 8,262 shares; 2023Q3: 8,380 shares; 2023Q4: 8,364 shares; 2024Q1: 8,479 shares 8,479 $227K 0.14% +115 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 76 shares 76 $221K 0.13% new Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,241 shares; 2023Q1: 5,127 shares; 2023Q2: 6,623 shares; 2023Q3: 6,750 shares; 2023Q4: 6,740 shares; 2024Q1: 7,320 shares 7,320 $220K 0.13% +580 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,260 shares; 2023Q1: 6,042 shares; 2023Q2: 6,710 shares; 2023Q3: 6,761 shares; 2023Q4: 6,746 shares; 2024Q1: 6,865 shares 6,865 $217K 0.13% +119 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 5,253 shares 5,253 $215K 0.13% new Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 960 shares 960 $214K 0.13% new Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 14,447 shares; 2023Q2: 14,807 shares; 2023Q3: 9,427 shares; 2023Q4: 9,446 shares; 2024Q1: 4,119 shares 4,119 $213K 0.13% -5,327 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 2,182 shares; 2023Q1: 2,182 shares; 2023Q2: 2,182 shares; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 2,149 shares 2,149 $210K 0.13% new Timeline USTB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,238 shares; 2023Q1: 2,107 shares; 2023Q2: 2,503 shares; 2023Q3: 2,786 shares; 2023Q4: 3,481 shares; 2024Q1: 4,139 shares 4,139 $206K 0.12% +658 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 441 shares; 2023Q1: 441 shares; 2023Q2: 441 shares; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 451 shares 451 $205K 0.12% new Timeline VANECK ETF TRUST VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 7,457 shares 7,457 $202K 0.12% new VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,111 shares; 2023Q1: 1,111 shares; 2023Q2: 1,111 shares; 2023Q3: 1,111 shares; 2023Q4: 1,111 shares; 2024Q1: 1,111 shares 1,111 $181K 0.11% 0 Timeline FLMI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 7,215 shares; 2024Q1: 7,215 shares 7,215 $177K 0.11% 0 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 647 shares; 2023Q1: 11 shares; 2023Q2: 11 shares; 2023Q3: 1,929 shares; 2023Q4: 1,933 shares; 2024Q1: 1,762 shares 1,762 $167K 0.1% -171 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 58 shares; 2023Q1: 2,312 shares; 2023Q2: 2,388 shares; 2023Q3: 1,678 shares; 2023Q4: 1,687 shares; 2024Q1: 1,716 shares 1,716 $159K 0.1% +29 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 450 shares; 2023Q1: 450 shares; 2023Q2: 450 shares; 2023Q3: 450 shares; 2023Q4: 450 shares; 2024Q1: 450 shares 450 $152K 0.09% 0 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 7,470 shares; 2023Q3: 6,517 shares; 2023Q4: 5,624 shares; 2024Q1: 3,510 shares 3,510 $151K 0.09% -2,114 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 2,989 shares; 2023Q1: 3,339 shares; 2023Q2: 3,296 shares; 2023Q3: 3,296 shares; 2023Q4: 2,096 shares; 2024Q1: 2,100 shares 2,100 $148K 0.09% +4 Timeline JPSE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 2,196 shares; 2023Q3: 3,050 shares; 2023Q4: 3,196 shares; 2024Q1: 3,136 shares 3,136 $142K 0.09% -60 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,033 shares; 2023Q1: 1,033 shares; 2023Q2: 1,033 shares; 2023Q3: 1,154 shares; 2023Q4: 1,180 shares; 2024Q1: 1,180 shares 1,180 $141K 0.09% 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 3,211 shares 3,211 $138K 0.08% new 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 569 shares; 2023Q1: 520 shares; 2023Q2: 522 shares; 2023Q3: 524 shares; 2023Q4: 526 shares; 2024Q1: 528 shares 528 $137K 0.08% +2 Timeline FNDC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 11,954 shares; 2023Q1: 14,076 shares; 2023Q2: 17,879 shares; 2023Q3: 24,176 shares; 2023Q4: 23,836 shares; 2024Q1: 3,856 shares 3,856 $137K 0.08% -19,980 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 631 shares; 2023Q1: 631 shares; 2023Q2: 631 shares; 2023Q3: 631 shares; 2023Q4: 631 shares; 2024Q1: 620 shares 620 $130K 0.08% -11 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 415 shares; 2023Q1: 421 shares; 2023Q2: 421 shares; 2023Q3: 1,156 shares; 2023Q4: 1,151 shares; 2024Q1: 2,110 shares 2,110 $128K 0.08% +959 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 9,042 shares; 2023Q1: 12,908 shares; 2023Q2: 13,129 shares; 2023Q3: 5,656 shares; 2023Q4: 5,635 shares; 2024Q1: 2,692 shares 2,692 $124K 0.07% -2,943 Timeline JMEE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 789 shares; 2023Q3: 1,224 shares; 2023Q4: 1,224 shares; 2024Q1: 1,999 shares 1,999 $117K 0.07% +775 Timeline SMLF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 3,376 shares; 2023Q1: 1,753 shares; 2023Q2: 1,680 shares; 2023Q3: 1,781 shares; 2023Q4: 1,790 shares; 2024Q1: 1,794 shares 1,794 $114K 0.07% +4 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 708 shares; 2023Q1: 1,303 shares; 2023Q2: 2,190 shares; 2023Q3: 2,425 shares; 2023Q4: 2,418 shares; 2024Q1: 2,717 shares 2,717 $114K 0.07% +299 Timeline LRGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 2,046 shares; 2023Q1: 2,027 shares; 2023Q2: 2,029 shares; 2023Q3: 2,029 shares; 2023Q4: 2,033 shares; 2024Q1: 2,035 shares 2,035 $109K 0.07% +2 Timeline SPHQ 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 591 shares; 2023Q1: 591 shares; 2023Q2: 591 shares; 2023Q3: 591 shares; 2023Q4: 1,802 shares; 2024Q1: 1,802 shares 1,802 $109K 0.07% 0 Timeline XMVM 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,863 shares; 2023Q1: 1,870 shares; 2023Q2: 1,877 shares; 2023Q3: 1,878 shares; 2023Q4: 1,883 shares; 2024Q1: 1,887 shares 1,887 $102K 0.06% +4 Timeline QUS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 688 shares; 2023Q1: 688 shares; 2023Q2: 693 shares; 2023Q3: 693 shares; 2023Q4: 699 shares; 2024Q1: 699 shares 699 $102K 0.06% 0 Timeline JPME J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 1,112 shares; 2023Q3: 1,131 shares; 2023Q4: 1,070 shares; 2024Q1: 995 shares 995 $98.6K 0.06% -75 Timeline QAI NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 12,325 shares; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 5,055 shares; 2023Q4: 5,055 shares; 2024Q1: 2,764 shares 2,764 $85.4K 0.05% -2,291 Timeline DISV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 453 shares; 2023Q1: 2,223 shares; 2023Q2: 2,505 shares; 2023Q3: 2,565 shares; 2023Q4: 2,565 shares; 2024Q1: 2,786 shares 2,786 $75.8K 0.05% +221 Timeline PRF 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 388 shares; 2023Q1: 388 shares; 2023Q2: 388 shares; 2023Q3: 1,940 shares; 2023Q4: 1,940 shares; 2024Q1: 1,940 shares 1,940 $74.6K 0.05% 0 Timeline DIHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 443 shares; 2023Q1: 2,237 shares; 2023Q2: 2,622 shares; 2023Q3: 2,683 shares; 2023Q4: 2,683 shares; 2024Q1: 2,726 shares 2,726 $73.4K 0.04% +43 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 29,486 shares; 2023Q1: 10,299 shares; 2023Q2: 10,561 shares; 2023Q3: 8,180 shares; 2023Q4: 8,132 shares; 2024Q1: 622 shares 622 $71.5K 0.04% -7,510 Timeline PTLC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,351 shares; 2023Q1: 1,351 shares; 2023Q2: 1,351 shares; 2023Q3: 1,351 shares; 2023Q4: 1,351 shares; 2024Q1: 1,351 shares 1,351 $64.5K 0.04% 0 Timeline GRPM 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 42 shares; 2023Q3: 42 shares; 2023Q4: 536 shares; 2024Q1: 533 shares 533 $64.1K 0.04% -3 Timeline FLHY FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 2,602 shares; 2024Q1: 2,630 shares 2,630 $62.4K 0.04% +28 Timeline ISCF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 3,507 shares; 2023Q1: 3,507 shares; 2023Q2: 3,528 shares; 2023Q3: 1,880 shares; 2023Q4: 1,901 shares; 2024Q1: 1,890 shares 1,890 $62.3K 0.04% -11 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 367 shares; 2023Q1: 2,261 shares; 2023Q2: 2,315 shares; 2023Q3: 2,363 shares; 2023Q4: 2,363 shares; 2024Q1: 2,411 shares 2,411 $61.5K 0.04% +48 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 200 shares; 2023Q1: 200 shares; 2023Q2: 201 shares; 2023Q3: 201 shares; 2023Q4: 201 shares; 2024Q1: 201 shares 201 $57.7K 0.03% 0 Timeline IWL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 46,254 shares; 2023Q1: 32,105 shares; 2023Q2: 404 shares; 2023Q3: 404 shares; 2023Q4: 407 shares; 2024Q1: 407 shares 407 $51.8K 0.03% 0 Timeline INTF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,883 shares; 2023Q1: 1,517 shares; 2023Q2: 1,539 shares; 2023Q3: 1,539 shares; 2023Q4: 1,564 shares; 2024Q1: 1,550 shares 1,550 $46.3K 0.03% -14 Timeline GENZ VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 975 shares; 2023Q1: 975 shares; 2023Q2: 975 shares; 2023Q3: 975 shares; 2023Q4: 992 shares; 2024Q1: 992 shares 992 $42.5K 0.03% 0 Timeline FLQM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 596 shares; 2024Q1: 764 shares 764 $40.8K 0.02% +168 Timeline EQWL 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 391 shares; 2023Q1: 393 shares; 2023Q2: 395 shares; 2023Q3: 397 shares; 2023Q4: 400 shares; 2024Q1: 402 shares 402 $38.1K 0.02% +2 Timeline DFEV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 198 shares; 2023Q1: 1,152 shares; 2023Q2: 1,401 shares; 2023Q3: 1,401 shares; 2023Q4: 1,401 shares; 2024Q1: 1,448 shares 1,448 $37.6K 0.02% +47 Timeline DEHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 237 shares; 2023Q1: 1,179 shares; 2023Q2: 1,394 shares; 2023Q3: 1,394 shares; 2023Q4: 1,394 shares; 2024Q1: 1,488 shares 1,488 $36.9K 0.02% +94 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1 shares; 2023Q1: 490 shares; 2023Q2: 490 shares; 2023Q3: 490 shares; 2023Q4: 490 shares; 2024Q1: 490 shares 490 $36.4K 0.02% 0 Timeline PSFF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,334 shares; 2023Q1: 1,334 shares; 2023Q2: 1,334 shares; 2023Q3: 1,334 shares; 2023Q4: 1,334 shares; 2024Q1: 1,334 shares 1,334 $36K 0.02% 0 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 2,096 shares; 2023Q1: 2,096 shares; 2023Q2: 2,259 shares; 2023Q3: 2,259 shares; 2023Q4: 1,292 shares; 2024Q1: 432 shares 432 $35.8K 0.02% -860 Timeline PTMC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 959 shares; 2023Q1: 959 shares; 2023Q2: 959 shares; 2023Q3: 959 shares; 2023Q4: 959 shares; 2024Q1: 959 shares 959 $34.6K 0.02% 0 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 3,220 shares; 2023Q1: 467 shares; 2023Q2: 374 shares; 2023Q3: 350 shares; 2023Q4: 354 shares; 2024Q1: 315 shares 315 $34.1K 0.02% -39 Timeline DFGR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 827 shares; 2023Q2: 1,105 shares; 2023Q3: 1,153 shares; 2023Q4: 1,153 shares; 2024Q1: 1,250 shares 1,250 $31.9K 0.02% +97 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 867 shares; 2023Q1: 867 shares; 2023Q2: 328 shares; 2023Q3: 234 shares; 2023Q4: 234 shares; 2024Q1: 234 shares 234 $30.7K 0.02% 0 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 894 shares; 2023Q1: 164 shares; 2023Q2: 123 shares; 2023Q3: 161 shares; 2023Q4: 161 shares; 2024Q1: 161 shares 161 $30.2K 0.02% 0 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,137 shares 1,137 $27.1K 0.02% new Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 260 shares; 2023Q1: 260 shares; 2023Q2: 260 shares; 2023Q3: 260 shares; 2023Q4: 260 shares; 2024Q1: 260 shares 260 $24.9K 0.02% 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 735 shares; 2023Q1: 347 shares; 2023Q2: 348 shares; 2023Q3: 350 shares; 2023Q4: 355 shares; 2024Q1: 748 shares 748 $24.4K 0.01% +393 Timeline EMGF ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 594 shares; 2023Q2: 547 shares; 2023Q3: 617 shares; 2023Q4: 514 shares; 2024Q1: 514 shares 514 $22.9K 0.01% 0 Timeline VICTORY PORTFOLIOS II VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 266 shares; 2023Q1: 266 shares; 2023Q2: 266 shares; 2023Q3: 266 shares; 2023Q4: 266 shares; 2024Q1: 266 shares 266 $18.4K 0.01% 0 ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 229 shares; 2023Q1: 229 shares; 2023Q2: 229 shares; 2023Q3: 229 shares; 2023Q4: 229 shares; 2024Q1: 229 shares 229 $18.3K 0.01% 0 Timeline IYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 125 shares; 2023Q1: 90 shares; 2023Q2: 89 shares; 2023Q3: 89 shares; 2023Q4: 90 shares; 2024Q1: 254 shares 254 $16.8K 0.01% +164 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 81 shares; 2023Q2: 81 shares; 2023Q3: 81 shares; 2023Q4: 81 shares; 2024Q1: 198 shares 198 $16.6K 0.01% +117 Timeline SIZE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 214 shares; 2023Q1: 111 shares; 2023Q2: 110 shares; 2023Q3: 109 shares; 2023Q4: 110 shares; 2024Q1: 98 shares 98 $14K 0.01% -12 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 482 shares; 2023Q1: 245 shares; 2023Q2: 246 shares; 2023Q3: 248 shares; 2023Q4: 251 shares; 2024Q1: 241 shares 241 $12.4K 0.01% -10 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,271 shares; 2023Q1: 186 shares; 2023Q2: 186 shares; 2023Q3: 183 shares; 2023Q4: 183 shares; 2024Q1: 107 shares 107 $11.8K 0.01% -76 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 530 shares; 2023Q1: 238 shares; 2023Q2: 238 shares; 2023Q3: 238 shares; 2023Q4: 239 shares; 2024Q1: 194 shares 194 $11.4K 0.01% -45 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 98 shares; 2023Q1: 97 shares; 2023Q2: 98 shares; 2023Q3: 99 shares; 2023Q4: 98 shares; 2024Q1: 98 shares 98 $10.6K 0.01% 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 55 shares; 2023Q1: 55 shares; 2023Q2: 55 shares; 2023Q3: 55 shares; 2023Q4: 55 shares; 2024Q1: 55 shares 55 $9.31K 0.01% 0 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 37 shares 37 $9.15K 0.01% new 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 100 shares; 2023Q1: 101 shares; 2023Q2: 101 shares; 2023Q3: 102 shares; 2023Q4: 104 shares; 2024Q1: 105 shares 105 $9.09K 0.01% +1 Timeline PDP 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 85 shares; 2023Q1: 85 shares; 2023Q2: 85 shares; 2023Q3: 85 shares; 2023Q4: 85 shares; 2024Q1: 85 shares 85 $8.4K 0.01% 0 Timeline XSOE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 9,620 shares; 2023Q1: 818 shares; 2023Q2: 859 shares; 2023Q3: 353 shares; 2023Q4: 356 shares; 2024Q1: 267 shares 267 $7.88K <0.01% -89 Timeline IHF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 22 shares; 2023Q1: 22 shares; 2023Q2: 22 shares; 2023Q3: 22 shares; 2023Q4: 22 shares; 2024Q1: 110 shares 110 $6.02K <0.01% +88 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 48 shares; 2023Q1: 48 shares; 2023Q2: 48 shares; 2023Q3: 48 shares; 2023Q4: 48 shares; 2024Q1: 48 shares 48 $5.91K <0.01% 0 Timeline PBE 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 89 shares; 2023Q1: 89 shares; 2023Q2: 89 shares; 2023Q3: 89 shares; 2023Q4: 89 shares; 2024Q1: 89 shares 89 $5.76K <0.01% 0 Timeline ITB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 38 shares; 2023Q1: 38 shares; 2023Q2: 38 shares; 2023Q3: 38 shares; 2023Q4: 38 shares; 2024Q1: 38 shares 38 $4.4K <0.01% 0 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 4,347 shares; 2023Q4: 4,356 shares; 2024Q1: 76 shares 76 $3.85K <0.01% -4,280 Timeline SCHI SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 172 shares; 2023Q1: 3 shares; 2023Q2: 3 shares; 2023Q3: 1,608 shares; 2023Q4: 1,614 shares; 2024Q1: 58 shares 58 $2.56K <0.01% -1,556 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 16,334 shares; 2023Q1: 10,756 shares; 2023Q2: 11,185 shares; 2023Q3: 756 shares; 2023Q4: 756 shares; 2024Q1: 92 shares 92 $2.09K <0.01% -664 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 30 shares 30 $1.74K <0.01% new Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 16 shares; 2023Q1: 16 shares; 2023Q2: 17 shares; 2023Q3: 17 shares; 2023Q4: 17 shares; 2024Q1: 17 shares 17 $1.34K <0.01% 0 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 11 shares; 2023Q4: 11 shares; 2024Q1: 11 shares 11 $1.18K <0.01% 0 Timeline SPLB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 255 shares; 2023Q1: 76 shares; 2023Q2: 74 shares; 2023Q3: 75 shares; 2023Q4: 76 shares; 2024Q1: 49 shares 49 $1.13K <0.01% -27 Timeline CFO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 193 shares; 2023Q1: 191 shares; 2023Q2: 192 shares; 2023Q3: 193 shares; 2023Q4: 194 shares; 2024Q1: 15 shares 15 $1.01K <0.01% -179 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 4 shares; 2023Q1: 4 shares; 2023Q2: 4 shares; 2023Q3: 4 shares; 2023Q4: 4 shares; 2024Q1: 4 shares 4 $555 <0.01% 0 Timeline IWC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 4 shares; 2023Q1: 4 shares; 2023Q2: 4 shares; 2023Q3: 4 shares; 2023Q4: 4 shares; 2024Q1: 4 shares 4 $508 <0.01% 0 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 11 shares; 2023Q1: 11 shares; 2023Q2: 11 shares; 2023Q3: 11 shares; 2023Q4: 11 shares; 2024Q1: 11 shares 11 $448 <0.01% 0 Timeline MOO VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 4 shares; 2023Q1: 4 shares; 2023Q2: 4 shares; 2023Q3: 4 shares; 2023Q4: 4 shares; 2024Q1: 4 shares 4 $323 <0.01% 0 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 46 shares; 2023Q1: 15 shares; 2023Q2: 15 shares; 2023Q3: 9 shares; 2023Q4: 9 shares; 2024Q1: 7 shares 7 $187 <0.01% -2 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 112 shares; 2023Q1: 4 shares; 2023Q2: 4 shares; 2023Q3: 4 shares; 2023Q4: 4 shares; 2024Q1: 4 shares 4 $172 <0.01% 0 Timeline IGLB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 104 shares; 2023Q1: 4 shares; 2023Q2: 4 shares; 2023Q3: 4 shares; 2023Q4: 4 shares; 2024Q1: 3 shares 3 $141 <0.01% -1 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1 shares; 2023Q1: 1 shares; 2023Q2: 1 shares; 2023Q3: 1 shares; 2023Q4: 1 shares; 2024Q1: 1 shares 1 $46 <0.01% 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 0 shares; 2023Q2: 0 shares; 2023Q3: 0 shares; 2023Q4: 0 shares; 2024Q1: 0 shares 0 $8 <0.01% 0 Amount filed as zero, left out of ratios. Timeline