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; 2024Q1: 2,005,125 shares; 2024Q2: 1,862,560 shares; 2024Q3: 1,839,703 shares; 2024Q4: 1,843,551 shares; 2025Q1: 1,812,682 shares; 2025Q2: 1,132,714 shares; 2025Q3: 1,112,666 shares; 2025Q4: 1,133,896 shares 1,133,896 $91M 6.82% +21,230 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: 781,878 shares; 2024Q2: 867,166 shares; 2024Q3: 955,655 shares; 2024Q4: 970,339 shares; 2025Q1: 1,055,861 shares; 2025Q2: 1,096,575 shares; 2025Q3: 1,216,010 shares; 2025Q4: 1,243,266 shares 1,243,266 $75.6M 5.67% +27,256 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 110,028 shares; 2024Q2: 123,992 shares; 2024Q3: 137,327 shares; 2024Q4: 147,780 shares; 2025Q1: 230,981 shares; 2025Q2: 243,662 shares; 2025Q3: 237,955 shares; 2025Q4: 329,691 shares 329,691 $69.9M 5.24% +91,736 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 321,677 shares; 2024Q2: 561,233 shares; 2024Q3: 570,025 shares; 2024Q4: 582,437 shares; 2025Q1: 626,025 shares; 2025Q2: 532,183 shares; 2025Q3: 478,631 shares; 2025Q4: 482,689 shares 482,689 $59.5M 4.46% +4,058 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; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 331,086 shares; 2025Q2: 527,918 shares; 2025Q3: 965,569 shares; 2025Q4: 985,939 shares 985,939 $58.4M 4.38% +20,370 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 388,444 shares; 2024Q2: 267,652 shares; 2024Q3: 733,115 shares; 2024Q4: 820,453 shares; 2025Q1: 673,935 shares; 2025Q2: 1,065,946 shares; 2025Q3: 720,155 shares; 2025Q4: 660,825 shares 660,825 $47.2M 3.54% -59,330 Timeline VONE 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: 330,064 shares; 2024Q2: 296,912 shares; 2024Q3: 285,157 shares; 2024Q4: 256,812 shares; 2025Q1: 185,805 shares; 2025Q2: 138,928 shares; 2025Q3: 135,271 shares; 2025Q4: 130,664 shares 130,664 $40.4M 3.03% -4,607 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: 106,858 shares; 2024Q2: 268,907 shares; 2024Q3: 171,083 shares; 2024Q4: 184,866 shares; 2025Q1: 346,835 shares; 2025Q2: 715,149 shares; 2025Q3: 562,474 shares; 2025Q4: 572,437 shares 572,437 $38.5M 2.88% +9,963 Timeline TFI 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: 25,664 shares; 2024Q2: 29,659 shares; 2024Q3: 42,951 shares; 2024Q4: 43,265 shares; 2025Q1: 361,314 shares; 2025Q2: 652,787 shares; 2025Q3: 725,231 shares; 2025Q4: 835,814 shares 835,814 $38.2M 2.86% +110,583 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 74,442 shares; 2024Q2: 105,634 shares; 2024Q3: 74,865 shares; 2024Q4: 93,667 shares; 2025Q1: 502,815 shares; 2025Q2: 489,841 shares; 2025Q3: 645,704 shares; 2025Q4: 798,373 shares 798,373 $35.5M 2.66% +152,669 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: 231,483 shares; 2024Q2: 391,590 shares; 2024Q3: 415,220 shares; 2024Q4: 424,339 shares; 2025Q1: 440,233 shares; 2025Q2: 410,188 shares; 2025Q3: 320,864 shares; 2025Q4: 176,184 shares 176,184 $35M 2.62% -144,680 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: 8,701 shares; 2024Q2: 7,205 shares; 2024Q3: 8,579 shares; 2024Q4: 9,515 shares; 2025Q1: 15,852 shares; 2025Q2: 31,532 shares; 2025Q3: 48,467 shares; 2025Q4: 49,553 shares 49,553 $33.8M 2.53% +1,086 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: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 153,321 shares; 2025Q1: 167,939 shares; 2025Q2: 169,633 shares; 2025Q3: 150,764 shares; 2025Q4: 239,034 shares 239,034 $28.5M 2.14% +88,270 Timeline THRO 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: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 753,803 shares; 2025Q3: 716,084 shares; 2025Q4: 738,477 shares 738,477 $28.5M 2.13% +22,393 Timeline BAI 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: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 391,384 shares; 2025Q3: 808,394 shares; 2025Q4: 845,384 shares 845,384 $28.2M 2.11% +36,990 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; 2024Q1: 481,564 shares; 2024Q2: 506,459 shares; 2024Q3: 534,280 shares; 2024Q4: 1,193,675 shares; 2025Q1: 1,360,509 shares; 2025Q2: 1,258,004 shares; 2025Q3: 1,180,966 shares; 2025Q4: 1,116,835 shares 1,116,835 $26.1M 1.96% -64,131 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,955 shares; 2025Q3: 151,876 shares; 2025Q4: 300,787 shares 300,787 $23.2M 1.74% +148,911 Timeline XTEN BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 275,416 shares; 2025Q2: 577,059 shares; 2025Q3: 538,460 shares; 2025Q4: 499,775 shares 499,775 $23.1M 1.73% -38,685 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 700,250 shares; 2024Q2: 694,299 shares; 2024Q3: 966,484 shares; 2024Q4: 779,593 shares; 2025Q1: 843,785 shares; 2025Q2: 686,531 shares; 2025Q3: 465,701 shares; 2025Q4: 483,015 shares 483,015 $22.5M 1.68% +17,314 Timeline XLSR SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 52,173 shares; 2024Q2: 51,933 shares; 2024Q3: 54,922 shares; 2024Q4: 64,739 shares; 2025Q1: 178,265 shares; 2025Q2: 304,084 shares; 2025Q3: 332,642 shares; 2025Q4: 342,395 shares 342,395 $21.3M 1.6% +9,753 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 63,705 shares; 2024Q2: 69,499 shares; 2024Q3: 82,635 shares; 2024Q4: 89,888 shares; 2025Q1: 296,400 shares; 2025Q2: 338,822 shares; 2025Q3: 405,265 shares; 2025Q4: 419,004 shares 419,004 $19.6M 1.47% +13,739 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 62,356 shares; 2024Q2: 60,820 shares; 2024Q3: 60,220 shares; 2024Q4: 59,973 shares; 2025Q1: 58,852 shares; 2025Q2: 54,876 shares; 2025Q3: 54,251 shares; 2025Q4: 51,368 shares 51,368 $19.2M 1.44% -2,883 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: 75,863 shares; 2024Q2: 76,152 shares; 2024Q3: 76,527 shares; 2024Q4: 76,968 shares; 2025Q1: 78,481 shares; 2025Q2: 75,735 shares; 2025Q3: 68,001 shares; 2025Q4: 65,290 shares 65,290 $17.7M 1.33% -2,711 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; 2024Q1: 558,859 shares; 2024Q2: 527,648 shares; 2024Q3: 508,999 shares; 2024Q4: 482,016 shares; 2025Q1: 379,111 shares; 2025Q2: 285,667 shares; 2025Q3: 276,391 shares; 2025Q4: 258,218 shares 258,218 $16.1M 1.21% -18,173 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: 142,127 shares; 2024Q2: 149,411 shares; 2024Q3: 158,211 shares; 2024Q4: 175,278 shares; 2025Q1: 159,314 shares; 2025Q2: 162,873 shares; 2025Q3: 154,866 shares; 2025Q4: 157,865 shares 157,865 $15M 1.13% +2,999 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; 2024Q1: 832,246 shares; 2024Q2: 320,013 shares; 2024Q3: 296,928 shares; 2024Q4: 277,476 shares; 2025Q1: 217,086 shares; 2025Q2: 239,919 shares; 2025Q3: 344,348 shares; 2025Q4: 303,728 shares 303,728 $14.2M 1.07% -40,620 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: 7,578 shares; 2024Q2: 80,330 shares; 2024Q3: 86,282 shares; 2024Q4: 78,890 shares; 2025Q1: 79,442 shares; 2025Q2: 79,366 shares; 2025Q3: 74,961 shares; 2025Q4: 75,784 shares 75,784 $14.1M 1.06% +823 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: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 201,261 shares; 2025Q4: 213,820 shares 213,820 $13.9M 1.04% +12,559 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; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 118,361 shares; 2025Q1: 228,307 shares; 2025Q2: 303,661 shares; 2025Q3: 319,479 shares; 2025Q4: 332,981 shares 332,981 $13.2M 0.99% +13,502 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: 313,485 shares; 2024Q2: 307,966 shares; 2024Q3: 302,881 shares; 2024Q4: 304,960 shares; 2025Q1: 286,549 shares; 2025Q2: 261,779 shares; 2025Q3: 252,498 shares; 2025Q4: 240,248 shares 240,248 $12.9M 0.97% -12,250 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; 2024Q1: 25,316 shares; 2024Q2: 42,252 shares; 2024Q3: 30,297 shares; 2024Q4: 27,293 shares; 2025Q1: 151,939 shares; 2025Q2: 284,005 shares; 2025Q3: 242,973 shares; 2025Q4: 480,303 shares 480,303 $12.7M 0.95% +237,330 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: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 72,737 shares; 2025Q1: 152,878 shares; 2025Q2: 109,651 shares; 2025Q3: 155,603 shares; 2025Q4: 142,920 shares 142,920 $12.2M 0.91% -12,683 Timeline FISR SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 14,470 shares; 2024Q2: 13,058 shares; 2024Q3: 46,673 shares; 2024Q4: 20,568 shares; 2025Q1: 260,927 shares; 2025Q2: 652,063 shares; 2025Q3: 237,697 shares; 2025Q4: 448,798 shares 448,798 $11.6M 0.87% +211,101 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: 21,085 shares; 2024Q2: 21,818 shares; 2024Q3: 21,947 shares; 2024Q4: 23,957 shares; 2025Q1: 24,546 shares; 2025Q2: 24,978 shares; 2025Q3: 24,416 shares; 2025Q4: 24,034 shares 24,034 $11.6M 0.87% -382 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 228,360 shares; 2025Q3: 224,087 shares; 2025Q4: 226,200 shares 226,200 $11.3M 0.85% +2,113 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: 98,363 shares; 2024Q2: 101,942 shares; 2024Q3: 164,362 shares; 2024Q4: 178,661 shares; 2025Q1: 209,159 shares; 2025Q2: 216,001 shares; 2025Q3: 209,281 shares; 2025Q4: 213,536 shares 213,536 $11.3M 0.84% +4,255 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: 13,479 shares; 2024Q2: 13,695 shares; 2024Q3: 14,753 shares; 2024Q4: 17,913 shares; 2025Q1: 87,182 shares; 2025Q2: 150,610 shares; 2025Q3: 162,336 shares; 2025Q4: 172,846 shares 172,846 $10M 0.75% +10,510 Timeline EMHC 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: 20,527 shares; 2024Q2: 24,003 shares; 2024Q3: 24,397 shares; 2024Q4: 27,277 shares; 2025Q1: 172,888 shares; 2025Q2: 284,263 shares; 2025Q3: 303,725 shares; 2025Q4: 332,887 shares 332,887 $8.48M 0.64% +29,162 Timeline CERY 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: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 17,940 shares; 2025Q1: 195,608 shares; 2025Q2: 240,644 shares; 2025Q3: 373,789 shares; 2025Q4: 294,856 shares 294,856 $8.42M 0.63% -78,933 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 1,115 shares; 2024Q2: 1,263 shares; 2024Q3: 14,368 shares; 2024Q4: 12,800 shares; 2025Q1: 17,384 shares; 2025Q2: 21,195 shares; 2025Q3: 21,500 shares; 2025Q4: 22,418 shares 22,418 $7.76M 0.58% +918 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 12,145 shares; 2024Q2: 13,993 shares; 2024Q3: 14,381 shares; 2024Q4: 16,098 shares; 2025Q1: 89,015 shares; 2025Q2: 149,298 shares; 2025Q3: 163,024 shares; 2025Q4: 181,612 shares 181,612 $7.5M 0.56% +18,588 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 20,459 shares; 2024Q2: 20,421 shares; 2024Q3: 20,439 shares; 2024Q4: 21,724 shares; 2025Q1: 22,548 shares; 2025Q2: 23,790 shares; 2025Q3: 23,524 shares; 2025Q4: 22,837 shares 22,837 $7.17M 0.54% -687 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: 26,172 shares; 2024Q2: 28,653 shares; 2024Q3: 30,259 shares; 2024Q4: 29,707 shares; 2025Q1: 32,017 shares; 2025Q2: 32,578 shares; 2025Q3: 31,431 shares; 2025Q4: 29,806 shares 29,806 $6.88M 0.52% -1,625 Timeline GWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 20,328 shares; 2024Q2: 20,948 shares; 2024Q3: 22,264 shares; 2024Q4: 27,394 shares; 2025Q1: 123,460 shares; 2025Q2: 152,937 shares; 2025Q3: 154,967 shares; 2025Q4: 159,524 shares 159,524 $6.52M 0.49% +4,557 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: 14,522 shares; 2024Q2: 14,828 shares; 2024Q3: 15,552 shares; 2024Q4: 16,489 shares; 2025Q1: 17,423 shares; 2025Q2: 21,365 shares; 2025Q3: 20,737 shares; 2025Q4: 19,599 shares 19,599 $6.13M 0.46% -1,138 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 322,329 shares; 2024Q2: 479,593 shares; 2024Q3: 476,986 shares; 2024Q4: 567,656 shares; 2025Q1: 324,241 shares; 2025Q2: 286,910 shares; 2025Q3: 85,201 shares; 2025Q4: 50,154 shares 50,154 $5.71M 0.43% -35,047 Timeline VTWO 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: 100,260 shares; 2024Q2: 66,309 shares; 2024Q3: 64,911 shares; 2024Q4: 64,006 shares; 2025Q1: 60,011 shares; 2025Q2: 57,728 shares; 2025Q3: 57,133 shares; 2025Q4: 55,410 shares 55,410 $5.51M 0.41% -1,723 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: 2,683 shares; 2024Q2: 1,886 shares; 2024Q3: 2,774 shares; 2024Q4: 2,962 shares; 2025Q1: 8,953 shares; 2025Q2: 16,576 shares; 2025Q3: 13,494 shares; 2025Q4: 12,854 shares 12,854 $5.09M 0.38% -640 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 4,567 shares; 2024Q2: 4,548 shares; 2024Q3: 5,505 shares; 2024Q4: 4,925 shares; 2025Q1: 4,834 shares; 2025Q2: 4,833 shares; 2025Q3: 5,093 shares; 2025Q4: 7,050 shares 7,050 $4.83M 0.36% +1,957 Timeline TIPX 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: 14,900 shares; 2024Q2: 17,518 shares; 2024Q3: 21,262 shares; 2024Q4: 21,403 shares; 2025Q1: 111,104 shares; 2025Q2: 188,963 shares; 2025Q3: 205,151 shares; 2025Q4: 234,456 shares 234,456 $4.47M 0.34% +29,305 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; 2024Q1: 40,064 shares; 2024Q2: 40,593 shares; 2024Q3: 40,149 shares; 2024Q4: 43,744 shares; 2025Q1: 42,219 shares; 2025Q2: 41,146 shares; 2025Q3: 37,333 shares; 2025Q4: 36,599 shares 36,599 $4.4M 0.33% -734 Timeline EBND 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: 27,790 shares; 2024Q2: 32,089 shares; 2024Q3: 34,900 shares; 2024Q4: 39,479 shares; 2025Q1: 109,271 shares; 2025Q2: 174,244 shares; 2025Q3: 185,865 shares; 2025Q4: 205,949 shares 205,949 $4.4M 0.33% +20,084 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 191,694 shares; 2024Q2: 180,546 shares; 2024Q3: 173,436 shares; 2024Q4: 163,479 shares; 2025Q1: 94,963 shares; 2025Q2: 65,165 shares; 2025Q3: 58,219 shares; 2025Q4: 52,598 shares 52,598 $4.08M 0.31% -5,621 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; 2024Q1: 4,518 shares; 2024Q2: 4,460 shares; 2024Q3: 4,212 shares; 2024Q4: 4,923 shares; 2025Q1: 4,939 shares; 2025Q2: 5,309 shares; 2025Q3: 5,706 shares; 2025Q4: 5,799 shares 5,799 $3.83M 0.29% +93 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: 323,276 shares; 2024Q2: 325,779 shares; 2024Q3: 312,121 shares; 2024Q4: 312,430 shares; 2025Q1: 205,801 shares; 2025Q2: 68,369 shares; 2025Q3: 50,789 shares; 2025Q4: 35,051 shares 35,051 $3.75M 0.28% -15,738 Timeline RWO SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 35,788 shares; 2025Q2: 63,082 shares; 2025Q3: 69,427 shares; 2025Q4: 75,900 shares 75,900 $3.42M 0.26% +6,473 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: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 29,944 shares; 2025Q1: 59,643 shares; 2025Q2: 79,025 shares; 2025Q3: 83,673 shares; 2025Q4: 87,009 shares 87,009 $3.31M 0.25% +3,336 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; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 32,191 shares; 2025Q1: 67,418 shares; 2025Q2: 90,901 shares; 2025Q3: 97,333 shares; 2025Q4: 100,353 shares 100,353 $3.3M 0.25% +3,020 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: 27,011 shares; 2024Q2: 20,284 shares; 2024Q3: 20,898 shares; 2024Q4: 21,622 shares; 2025Q1: 34,976 shares; 2025Q2: 35,172 shares; 2025Q3: 32,913 shares; 2025Q4: 33,578 shares 33,578 $3.23M 0.24% +665 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; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 33,521 shares; 2025Q1: 66,355 shares; 2025Q2: 87,679 shares; 2025Q3: 88,394 shares; 2025Q4: 91,096 shares 91,096 $3.14M 0.24% +2,702 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 7,341 shares; 2024Q2: 8,446 shares; 2024Q3: 8,852 shares; 2024Q4: 9,018 shares; 2025Q1: 9,740 shares; 2025Q2: 10,194 shares; 2025Q3: 10,180 shares; 2025Q4: 9,659 shares 9,659 $3.11M 0.23% -521 Timeline DFSD 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: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,244 shares; 2025Q2: 39,952 shares; 2025Q3: 49,338 shares; 2025Q4: 55,493 shares 55,493 $2.66M 0.2% +6,155 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 18,023 shares; 2024Q2: 16,451 shares; 2024Q3: 17,294 shares; 2024Q4: 19,094 shares; 2025Q1: 19,561 shares; 2025Q2: 25,848 shares; 2025Q3: 23,196 shares; 2025Q4: 23,553 shares 23,553 $2.62M 0.2% +357 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: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,031 shares; 2025Q2: 44,000 shares; 2025Q3: 53,352 shares; 2025Q4: 60,127 shares 60,127 $2.56M 0.19% +6,775 Timeline DFGX 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: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,624 shares; 2025Q2: 34,875 shares; 2025Q3: 42,085 shares; 2025Q4: 47,702 shares 47,702 $2.51M 0.19% +5,617 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; 2024Q1: 36,650 shares; 2024Q2: 36,567 shares; 2024Q3: 34,419 shares; 2024Q4: 102,817 shares; 2025Q1: 91,496 shares; 2025Q2: 91,894 shares; 2025Q3: 91,665 shares; 2025Q4: 91,067 shares 91,067 $2.48M 0.19% -598 Timeline LCTU 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: 35,405 shares; 2024Q2: 32,405 shares; 2024Q3: 30,868 shares; 2024Q4: 30,910 shares; 2025Q1: 30,251 shares; 2025Q2: 31,251 shares; 2025Q3: 34,543 shares; 2025Q4: 33,319 shares 33,319 $2.47M 0.19% -1,224 Timeline DGCB 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: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 26,233 shares; 2025Q2: 32,238 shares; 2025Q3: 35,686 shares; 2025Q4: 41,617 shares 41,617 $2.26M 0.17% +5,931 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: 6,548 shares; 2024Q2: 6,494 shares; 2024Q3: 5,969 shares; 2024Q4: 6,153 shares; 2025Q1: 7,665 shares; 2025Q2: 7,372 shares; 2025Q3: 7,280 shares; 2025Q4: 6,655 shares 6,655 $2.23M 0.17% -625 Timeline DFGP 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: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 17,944 shares; 2025Q1: 31,633 shares; 2025Q2: 31,688 shares; 2025Q3: 37,707 shares; 2025Q4: 40,950 shares 40,950 $2.21M 0.17% +3,243 Timeline SPHY 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: 15,212 shares; 2024Q2: 19,287 shares; 2024Q3: 17,800 shares; 2024Q4: 18,144 shares; 2025Q1: 50,422 shares; 2025Q2: 74,934 shares; 2025Q3: 80,763 shares; 2025Q4: 90,016 shares 90,016 $2.13M 0.16% +9,253 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: 1,904 shares; 2024Q2: 2,409 shares; 2024Q3: 1,952 shares; 2024Q4: 2,203 shares; 2025Q1: 2,531 shares; 2025Q2: 3,612 shares; 2025Q3: 3,559 shares; 2025Q4: 3,881 shares 3,881 $1.95M 0.15% +322 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 9,266 shares; 2024Q2: 8,633 shares; 2024Q3: 8,351 shares; 2024Q4: 9,910 shares; 2025Q1: 10,115 shares; 2025Q2: 9,624 shares; 2025Q3: 9,615 shares; 2025Q4: 9,414 shares 9,414 $1.95M 0.15% -201 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 71,143 shares; 2024Q2: 67,554 shares; 2024Q3: 68,273 shares; 2024Q4: 69,061 shares; 2025Q1: 81,187 shares; 2025Q2: 81,481 shares; 2025Q3: 78,676 shares; 2025Q4: 81,784 shares 81,784 $1.88M 0.14% +3,108 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: 12,201 shares; 2024Q2: 11,264 shares; 2024Q3: 11,154 shares; 2024Q4: 11,098 shares; 2025Q1: 10,011 shares; 2025Q2: 9,714 shares; 2025Q3: 14,177 shares; 2025Q4: 12,122 shares 12,122 $1.81M 0.14% -2,055 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 45,518 shares; 2024Q2: 59,010 shares; 2024Q3: not reported; 2024Q4: 66,646 shares; 2025Q1: 68,309 shares; 2025Q2: 77,532 shares; 2025Q3: 74,126 shares; 2025Q4: 74,440 shares 74,440 $1.8M 0.14% +314 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 10,435 shares; 2024Q2: 10,648 shares; 2024Q3: 10,521 shares; 2024Q4: 9,915 shares; 2025Q1: 8,793 shares; 2025Q2: 9,628 shares; 2025Q3: 9,228 shares; 2025Q4: 9,253 shares 9,253 $1.8M 0.14% +25 Timeline JNK 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: 6,612 shares; 2024Q2: 7,004 shares; 2024Q3: 4,088 shares; 2024Q4: 14,183 shares; 2025Q1: 9,321 shares; 2025Q2: 36,658 shares; 2025Q3: 63,035 shares; 2025Q4: 17,380 shares 17,380 $1.69M 0.13% -45,655 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 2,873 shares; 2024Q2: 3,097 shares; 2024Q3: 5,225 shares; 2024Q4: 5,719 shares; 2025Q1: 5,625 shares; 2025Q2: 5,479 shares; 2025Q3: 5,725 shares; 2025Q4: 5,667 shares 5,667 $1.68M 0.13% -58 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 121,459 shares; 2024Q2: 133,580 shares; 2024Q3: 124,298 shares; 2024Q4: 124,724 shares; 2025Q1: 136,271 shares; 2025Q2: 115,559 shares; 2025Q3: 9,563 shares; 2025Q4: 8,331 shares 8,331 $1.66M 0.12% -1,232 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 13,835 shares; 2024Q2: 13,224 shares; 2024Q3: 12,427 shares; 2024Q4: 11,894 shares; 2025Q1: 11,767 shares; 2025Q2: 12,116 shares; 2025Q3: 13,132 shares; 2025Q4: 12,697 shares 12,697 $1.64M 0.12% -435 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 4,867 shares; 2024Q2: 4,887 shares; 2024Q3: 5,019 shares; 2024Q4: 5,533 shares; 2025Q1: 5,903 shares; 2025Q2: 5,334 shares; 2025Q3: 5,049 shares; 2025Q4: 4,627 shares 4,627 $1.62M 0.12% -422 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: 3,104 shares; 2024Q2: 2,854 shares; 2024Q3: 2,905 shares; 2024Q4: 3,150 shares; 2025Q1: 2,880 shares; 2025Q2: 2,765 shares; 2025Q3: 2,784 shares; 2025Q4: 2,634 shares 2,634 $1.62M 0.12% -150 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 7,998 shares; 2024Q2: 7,556 shares; 2024Q3: 6,563 shares; 2024Q4: 6,244 shares; 2025Q1: 10,661 shares; 2025Q2: 10,963 shares; 2025Q3: 10,879 shares; 2025Q4: 10,384 shares 10,384 $1.58M 0.12% -495 Timeline SYSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,361 shares 16,361 $1.47M 0.11% new Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 24,533 shares; 2024Q2: 38,402 shares; 2024Q3: not reported; 2024Q4: 45,013 shares; 2025Q1: 47,877 shares; 2025Q2: 56,142 shares; 2025Q3: 59,735 shares; 2025Q4: 60,053 shares 60,053 $1.46M 0.11% +318 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; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 112,712 shares; 2025Q2: 205,918 shares; 2025Q3: not reported; 2025Q4: 64,187 shares 64,187 $1.45M 0.11% new Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 37,891 shares; 2024Q2: 54,718 shares; 2024Q3: 56,572 shares; 2024Q4: 57,076 shares; 2025Q1: 57,716 shares; 2025Q2: 65,507 shares; 2025Q3: 61,999 shares; 2025Q4: 62,239 shares 62,239 $1.42M 0.11% +240 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 7,496 shares; 2024Q2: 7,379 shares; 2024Q3: 7,377 shares; 2024Q4: 7,319 shares; 2025Q1: 6,943 shares; 2025Q2: 6,449 shares; 2025Q3: 6,433 shares; 2025Q4: 6,410 shares 6,410 $1.41M 0.11% -23 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 15,606 shares; 2024Q2: 9,895 shares; 2024Q3: 3,735 shares; 2024Q4: 3,085 shares; 2025Q1: 5,125 shares; 2025Q2: 5,366 shares; 2025Q3: 3,136 shares; 2025Q4: 3,097 shares 3,097 $1.39M 0.1% -39 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; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 12,555 shares; 2025Q1: 26,043 shares; 2025Q2: 38,222 shares; 2025Q3: 38,868 shares; 2025Q4: 40,673 shares 40,673 $1.35M 0.1% +1,805 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: 1,160 shares; 2024Q2: 1,189 shares; 2024Q3: 1,789 shares; 2024Q4: 1,994 shares; 2025Q1: 1,899 shares; 2025Q2: 1,879 shares; 2025Q3: 1,927 shares; 2025Q4: 2,090 shares 2,090 $1.31M 0.1% +163 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 899 shares; 2024Q2: 945 shares; 2024Q3: 958 shares; 2024Q4: 2,289 shares; 2025Q1: 2,243 shares; 2025Q2: 2,048 shares; 2025Q3: 1,969 shares; 2025Q4: 1,940 shares 1,940 $1.29M 0.1% -29 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; 2024Q1: 5,934 shares; 2024Q2: 6,374 shares; 2024Q3: 6,567 shares; 2024Q4: 7,368 shares; 2025Q1: 7,968 shares; 2025Q2: 8,029 shares; 2025Q3: 8,662 shares; 2025Q4: 8,713 shares 8,713 $1.25M 0.09% +51 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: 3,401 shares; 2024Q2: 3,401 shares; 2024Q3: 5,235 shares; 2024Q4: 5,235 shares; 2025Q1: 5,211 shares; 2025Q2: 4,958 shares; 2025Q3: 4,951 shares; 2025Q4: 8,618 shares 8,618 $1.24M 0.09% +3,667 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 791 shares; 2024Q2: 696 shares; 2024Q3: 717 shares; 2024Q4: 875 shares; 2025Q1: 1,058 shares; 2025Q2: 1,239 shares; 2025Q3: 1,100 shares; 2025Q4: 1,152 shares 1,152 $1.24M 0.09% +52 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 5,602 shares; 2024Q2: 5,276 shares; 2024Q3: 6,352 shares; 2024Q4: 6,162 shares; 2025Q1: 4,951 shares; 2025Q2: 5,054 shares; 2025Q3: 5,165 shares; 2025Q4: 5,745 shares 5,745 $1.23M 0.09% +580 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 1,515 shares; 2024Q2: 1,281 shares; 2024Q3: 1,305 shares; 2024Q4: 1,939 shares; 2025Q1: 2,124 shares; 2025Q2: 2,205 shares; 2025Q3: 2,185 shares; 2025Q4: 2,081 shares 2,081 $1.19M 0.09% -104 Timeline USXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 26,878 shares; 2024Q2: 26,052 shares; 2024Q3: 27,617 shares; 2024Q4: 31,342 shares; 2025Q1: 31,167 shares; 2025Q2: 24,905 shares; 2025Q3: 21,058 shares; 2025Q4: 20,470 shares 20,470 $1.18M 0.09% -588 Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 26,087 shares; 2024Q2: 43,250 shares; 2024Q3: 44,288 shares; 2024Q4: 44,851 shares; 2025Q1: 46,754 shares; 2025Q2: 54,445 shares; 2025Q3: 50,890 shares; 2025Q4: 51,173 shares 51,173 $1.15M 0.09% +283 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 10,553 shares; 2024Q2: 11,224 shares; 2024Q3: 11,647 shares; 2024Q4: 13,049 shares; 2025Q1: 14,207 shares; 2025Q2: 31,314 shares; 2025Q3: 31,992 shares; 2025Q4: 31,695 shares 31,695 $1.15M 0.09% -297 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 22,618 shares; 2024Q2: 32,724 shares; 2024Q3: 35,006 shares; 2024Q4: 35,936 shares; 2025Q1: 37,269 shares; 2025Q2: 40,988 shares; 2025Q3: 42,173 shares; 2025Q4: 44,256 shares 44,256 $1.13M 0.08% +2,083 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; 2024Q1: 34,854 shares; 2024Q2: 34,713 shares; 2024Q3: 34,189 shares; 2024Q4: 33,860 shares; 2025Q1: 33,439 shares; 2025Q2: 32,405 shares; 2025Q3: 30,683 shares; 2025Q4: 30,683 shares 30,683 $1.11M 0.08% 0 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 8,401 shares; 2024Q2: 8,430 shares; 2024Q3: 8,459 shares; 2024Q4: 8,276 shares; 2025Q1: 8,322 shares; 2025Q2: 6,829 shares; 2025Q3: 5,641 shares; 2025Q4: 5,098 shares 5,098 $1.09M 0.08% -543 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 5,814 shares; 2024Q2: 6,130 shares; 2024Q3: 6,816 shares; 2024Q4: 9,009 shares; 2025Q1: 9,124 shares; 2025Q2: 9,702 shares; 2025Q3: 10,567 shares; 2025Q4: 10,286 shares 10,286 $1.08M 0.08% -281 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; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 10,487 shares; 2025Q1: 21,196 shares; 2025Q2: 27,643 shares; 2025Q3: 26,800 shares; 2025Q4: 27,672 shares 27,672 $1.05M 0.08% +872 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; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 11,694 shares; 2025Q1: 22,573 shares; 2025Q2: 29,664 shares; 2025Q3: 31,445 shares; 2025Q4: 32,394 shares 32,394 $1.03M 0.08% +949 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 4,005 shares; 2024Q2: 4,038 shares; 2024Q3: 3,917 shares; 2024Q4: 4,763 shares; 2025Q1: 4,196 shares; 2025Q2: 4,781 shares; 2025Q3: 4,725 shares; 2025Q4: 4,356 shares 4,356 $995K 0.07% -369 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 1,763 shares; 2024Q2: 2,023 shares; 2024Q3: 1,958 shares; 2024Q4: 2,329 shares; 2025Q1: 2,556 shares; 2025Q2: 2,800 shares; 2025Q3: 2,724 shares; 2025Q4: 2,827 shares 2,827 $973K 0.07% +103 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 6,946 shares; 2024Q2: 7,472 shares; 2024Q3: 7,959 shares; 2024Q4: 8,090 shares; 2025Q1: 9,072 shares; 2025Q2: 9,760 shares; 2025Q3: 10,377 shares; 2025Q4: 10,316 shares 10,316 $966K 0.07% -61 Timeline SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 50,597 shares; 2024Q2: 45,155 shares; 2024Q3: 46,094 shares; 2024Q4: 41,258 shares; 2025Q1: 36,836 shares; 2025Q2: 43,334 shares; 2025Q3: 41,641 shares; 2025Q4: 41,207 shares 41,207 $964K 0.07% -434 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 1,023 shares; 2024Q2: 1,028 shares; 2024Q3: 2,381 shares; 2024Q4: 2,854 shares; 2025Q1: 2,933 shares; 2025Q2: 2,954 shares; 2025Q3: 2,891 shares; 2025Q4: 2,896 shares 2,896 $948K 0.07% +5 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 1,246 shares; 2024Q2: 1,231 shares; 2024Q3: 2,415 shares; 2024Q4: 2,811 shares; 2025Q1: 2,755 shares; 2025Q2: 2,501 shares; 2025Q3: 2,759 shares; 2025Q4: 2,809 shares 2,809 $927K 0.07% +50 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: 11,677 shares; 2024Q2: 15,479 shares; 2024Q3: 15,844 shares; 2024Q4: 16,286 shares; 2025Q1: 15,991 shares; 2025Q2: 16,721 shares; 2025Q3: 18,170 shares; 2025Q4: 20,967 shares 20,967 $926K 0.07% +2,797 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 10,846 shares; 2024Q2: 10,704 shares; 2024Q3: 11,056 shares; 2024Q4: 15,989 shares; 2025Q1: 16,913 shares; 2025Q2: 17,675 shares; 2025Q3: 16,299 shares; 2025Q4: 16,009 shares 16,009 $881K 0.07% -290 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: 829 shares; 2024Q3: 763 shares; 2024Q4: 806 shares; 2025Q1: 917 shares; 2025Q2: 984 shares; 2025Q3: 1,008 shares; 2025Q4: 986 shares 986 $867K 0.06% -22 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 2,356 shares; 2024Q2: 2,365 shares; 2024Q3: 2,327 shares; 2024Q4: 2,571 shares; 2025Q1: 2,752 shares; 2025Q2: 2,769 shares; 2025Q3: 2,730 shares; 2025Q4: 2,727 shares 2,727 $834K 0.06% -3 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: 2,040 shares; 2024Q3: 2,700 shares; 2024Q4: 3,842 shares; 2025Q1: 4,184 shares; 2025Q2: 5,160 shares; 2025Q3: 4,891 shares; 2025Q4: 4,849 shares 4,849 $829K 0.06% -42 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 1,886 shares; 2024Q2: 1,785 shares; 2024Q3: 5,684 shares; 2024Q4: 7,473 shares; 2025Q1: 5,645 shares; 2025Q2: 4,863 shares; 2025Q3: 5,332 shares; 2025Q4: 6,268 shares 6,268 $789K 0.06% +936 Timeline IBTI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 25,672 shares; 2024Q2: 36,856 shares; 2024Q3: 34,823 shares; 2024Q4: 35,958 shares; 2025Q1: 35,967 shares; 2025Q2: 40,506 shares; 2025Q3: 34,861 shares; 2025Q4: 35,008 shares 35,008 $783K 0.06% +147 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 121,699 shares; 2025Q1: 2,859 shares; 2025Q2: 4,410 shares; 2025Q3: 4,421 shares; 2025Q4: 4,381 shares 4,381 $779K 0.06% -40 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 3,953 shares; 2024Q2: 3,906 shares; 2024Q3: 4,003 shares; 2024Q4: 4,768 shares; 2025Q1: 5,137 shares; 2025Q2: 5,042 shares; 2025Q3: 5,105 shares; 2025Q4: 5,414 shares 5,414 $777K 0.06% +309 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 6,272 shares; 2025Q1: 6,835 shares; 2025Q2: 8,327 shares; 2025Q3: 8,605 shares; 2025Q4: 8,253 shares 8,253 $769K 0.06% -352 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 7,657 shares; 2024Q2: 7,294 shares; 2024Q3: 7,326 shares; 2024Q4: 8,547 shares; 2025Q1: 8,915 shares; 2025Q2: 10,017 shares; 2025Q3: 10,799 shares; 2025Q4: 9,859 shares 9,859 $759K 0.06% -940 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 1,081 shares; 2024Q2: 1,471 shares; 2024Q3: 1,536 shares; 2024Q4: 1,641 shares; 2025Q1: 1,688 shares; 2025Q2: 1,902 shares; 2025Q3: 1,911 shares; 2025Q4: 2,812 shares 2,812 $754K 0.06% +901 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 8,965 shares; 2024Q2: 8,940 shares; 2024Q3: 8,949 shares; 2024Q4: 10,599 shares; 2025Q1: 10,450 shares; 2025Q2: 10,084 shares; 2025Q3: 10,090 shares; 2025Q4: 9,946 shares 9,946 $750K 0.06% -144 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 2,506 shares; 2024Q2: 2,589 shares; 2024Q3: 2,567 shares; 2024Q4: 5,315 shares; 2025Q1: 5,368 shares; 2025Q2: 4,617 shares; 2025Q3: 4,506 shares; 2025Q4: 3,999 shares 3,999 $737K 0.06% -507 Timeline SPIN SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,973 shares; 2025Q2: 21,968 shares; 2025Q3: 21,417 shares; 2025Q4: 22,668 shares 22,668 $735K 0.06% +1,251 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 839 shares; 2024Q2: 809 shares; 2024Q3: 818 shares; 2024Q4: 915 shares; 2025Q1: 1,056 shares; 2025Q2: 1,409 shares; 2025Q3: 1,372 shares; 2025Q4: 1,284 shares 1,284 $733K 0.05% -88 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 718 shares; 2024Q2: 689 shares; 2024Q3: 714 shares; 2024Q4: 834 shares; 2025Q1: 790 shares; 2025Q2: 913 shares; 2025Q3: 935 shares; 2025Q4: 7,766 shares 7,766 $728K 0.05% +6,831 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; 2024Q1: 7,176 shares; 2024Q2: 6,280 shares; 2024Q3: 7,635 shares; 2024Q4: 22,450 shares; 2025Q1: 25,885 shares; 2025Q2: 24,026 shares; 2025Q3: 25,671 shares; 2025Q4: 26,397 shares 26,397 $724K 0.05% +726 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 5,541 shares; 2024Q2: 5,693 shares; 2024Q3: 5,757 shares; 2024Q4: 8,934 shares; 2025Q1: 11,119 shares; 2025Q2: 5,837 shares; 2025Q3: 6,385 shares; 2025Q4: 7,317 shares 7,317 $721K 0.05% +932 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 1,448 shares; 2024Q2: 1,441 shares; 2024Q3: 1,329 shares; 2024Q4: 3,198 shares; 2025Q1: 3,285 shares; 2025Q2: 3,310 shares; 2025Q3: 3,242 shares; 2025Q4: 3,239 shares 3,239 $703K 0.05% -3 Timeline IBHG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 13,264 shares; 2024Q2: 17,159 shares; 2024Q3: 18,254 shares; 2024Q4: 19,302 shares; 2025Q1: 18,026 shares; 2025Q2: 23,347 shares; 2025Q3: 30,275 shares; 2025Q4: 30,403 shares 30,403 $679K 0.05% +128 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; 2024Q1: 21,510 shares; 2024Q2: 15,693 shares; 2024Q3: 14,566 shares; 2024Q4: 29,090 shares; 2025Q1: 25,252 shares; 2025Q2: 23,333 shares; 2025Q3: 22,540 shares; 2025Q4: 21,355 shares 21,355 $673K 0.05% -1,185 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 1,094 shares; 2024Q2: 1,092 shares; 2024Q3: 1,004 shares; 2024Q4: 920 shares; 2025Q1: 915 shares; 2025Q2: 907 shares; 2025Q3: 893 shares; 2025Q4: 811 shares 811 $665K 0.05% -82 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 513 shares; 2025Q1: 568 shares; 2025Q2: 606 shares; 2025Q3: 648 shares; 2025Q4: 620 shares 620 $664K 0.05% -28 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 3,940 shares; 2024Q2: 4,058 shares; 2024Q3: 3,979 shares; 2024Q4: 4,531 shares; 2025Q1: 4,809 shares; 2025Q2: 4,213 shares; 2025Q3: 3,811 shares; 2025Q4: 3,615 shares 3,615 $663K 0.05% -196 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 169 shares; 2024Q4: 303 shares; 2025Q1: 360 shares; 2025Q2: 621 shares; 2025Q3: 572 shares; 2025Q4: 747 shares 747 $656K 0.05% +175 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 30,132 shares; 2024Q2: 28,079 shares; 2024Q3: 28,590 shares; 2024Q4: 25,152 shares; 2025Q1: 16,333 shares; 2025Q2: 9,959 shares; 2025Q3: 8,761 shares; 2025Q4: 8,065 shares 8,065 $655K 0.05% -696 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 197,869 shares; 2024Q2: 221,674 shares; 2024Q3: 347,044 shares; 2024Q4: 394,838 shares; 2025Q1: 341,242 shares; 2025Q2: 12,430 shares; 2025Q3: 9,333 shares; 2025Q4: 9,004 shares 9,004 $654K 0.05% -329 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: 501 shares; 2024Q2: 382 shares; 2024Q3: 385 shares; 2024Q4: 450 shares; 2025Q1: 468 shares; 2025Q2: 773 shares; 2025Q3: 775 shares; 2025Q4: 755 shares 755 $651K 0.05% -20 Timeline SPAB 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: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 24,601 shares; 2025Q2: 226,536 shares; 2025Q3: 8,182 shares; 2025Q4: 25,005 shares 25,005 $644K 0.05% +16,823 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 2,689 shares; 2024Q2: 3,050 shares; 2024Q3: 3,187 shares; 2024Q4: 3,707 shares; 2025Q1: 4,556 shares; 2025Q2: 4,925 shares; 2025Q3: 5,486 shares; 2025Q4: 5,677 shares 5,677 $641K 0.05% +191 Timeline SPTS 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: 8,416 shares; 2024Q2: 10,396 shares; 2024Q3: 10,024 shares; 2024Q4: 10,194 shares; 2025Q1: 10,658 shares; 2025Q2: 15,694 shares; 2025Q3: 18,136 shares; 2025Q4: 21,658 shares 21,658 $634K 0.05% +3,522 Timeline EVUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,164 shares; 2025Q4: 19,394 shares 19,394 $621K 0.05% +7,230 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 1,350 shares; 2024Q2: 1,456 shares; 2024Q3: 1,486 shares; 2024Q4: 1,733 shares; 2025Q1: 1,812 shares; 2025Q2: 1,883 shares; 2025Q3: 1,868 shares; 2025Q4: 1,845 shares 1,845 $621K 0.05% -23 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 9,603 shares; 2024Q2: 9,035 shares; 2024Q3: 8,644 shares; 2024Q4: 8,683 shares; 2025Q1: 7,301 shares; 2025Q2: 5,560 shares; 2025Q3: 5,829 shares; 2025Q4: 6,528 shares 6,528 $615K 0.05% +699 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 3,288 shares; 2024Q2: 3,242 shares; 2024Q3: 2,968 shares; 2024Q4: 3,531 shares; 2025Q1: 3,454 shares; 2025Q2: 3,645 shares; 2025Q3: 3,764 shares; 2025Q4: 3,812 shares 3,812 $611K 0.05% +48 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 1,966 shares; 2024Q2: 1,967 shares; 2024Q3: 1,967 shares; 2024Q4: 1,996 shares; 2025Q1: 1,996 shares; 2025Q2: 1,816 shares; 2025Q3: 1,729 shares; 2025Q4: 1,718 shares 1,718 $602K 0.05% -11 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 611 shares; 2024Q2: 376 shares; 2024Q3: 377 shares; 2024Q4: 602 shares; 2025Q1: 602 shares; 2025Q2: 625 shares; 2025Q3: 591 shares; 2025Q4: 3,927 shares 3,927 $602K 0.05% +3,336 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 782 shares; 2025Q1: 1,163 shares; 2025Q2: 1,240 shares; 2025Q3: 1,268 shares; 2025Q4: 1,272 shares 1,272 $592K 0.04% +4 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 5,058 shares; 2024Q2: 5,125 shares; 2024Q3: 5,074 shares; 2024Q4: 5,684 shares; 2025Q1: 6,116 shares; 2025Q2: 6,516 shares; 2025Q3: 7,114 shares; 2025Q4: 7,360 shares 7,360 $581K 0.04% +246 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: 14,669 shares; 2024Q2: 12,428 shares; 2024Q3: 10,898 shares; 2024Q4: 10,761 shares; 2025Q1: 14,292 shares; 2025Q2: 16,300 shares; 2025Q3: 12,676 shares; 2025Q4: 12,136 shares 12,136 $581K 0.04% -540 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 1,175 shares; 2024Q2: 1,134 shares; 2024Q3: 1,131 shares; 2024Q4: 1,129 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,684 shares 1,684 $578K 0.04% new Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 4,716 shares; 2024Q2: 4,668 shares; 2024Q3: 4,618 shares; 2024Q4: 6,707 shares; 2025Q1: 7,032 shares; 2025Q2: 7,996 shares; 2025Q3: 8,175 shares; 2025Q4: 8,089 shares 8,089 $565K 0.04% -86 Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 13,319 shares; 2025Q1: 28,866 shares; 2025Q2: 28,240 shares; 2025Q3: 24,749 shares; 2025Q4: 23,762 shares 23,762 $556K 0.04% -987 Timeline IBHH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 12,698 shares; 2024Q2: 14,327 shares; 2024Q3: 14,365 shares; 2024Q4: 15,295 shares; 2025Q1: 13,551 shares; 2025Q2: 16,788 shares; 2025Q3: 22,985 shares; 2025Q4: 23,045 shares 23,045 $546K 0.04% +60 Timeline BIV 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: 371,932 shares; 2024Q2: 364,980 shares; 2024Q3: 358,103 shares; 2024Q4: 319,712 shares; 2025Q1: 136,688 shares; 2025Q2: 37,421 shares; 2025Q3: 25,366 shares; 2025Q4: 6,868 shares 6,868 $535K 0.04% -18,498 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: 52,733 shares; 2024Q2: 52,993 shares; 2024Q3: 50,603 shares; 2024Q4: 50,589 shares; 2025Q1: 31,557 shares; 2025Q2: 11,616 shares; 2025Q3: 7,930 shares; 2025Q4: 5,003 shares 5,003 $534K 0.04% -2,927 Timeline SPSB 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: 19,745 shares; 2024Q2: 21,152 shares; 2024Q3: 21,282 shares; 2024Q4: 21,415 shares; 2025Q1: 22,679 shares; 2025Q2: 26,535 shares; 2025Q3: 14,746 shares; 2025Q4: 17,489 shares 17,489 $528K 0.04% +2,743 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 7,172 shares; 2024Q2: 8,207 shares; 2024Q3: 8,450 shares; 2024Q4: 9,946 shares; 2025Q1: 10,823 shares; 2025Q2: 11,653 shares; 2025Q3: 12,377 shares; 2025Q4: 12,915 shares 12,915 $526K 0.04% +538 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; 2024Q1: 880 shares; 2024Q2: 897 shares; 2024Q3: 1,026 shares; 2024Q4: 1,142 shares; 2025Q1: 1,018 shares; 2025Q2: 1,039 shares; 2025Q3: 1,080 shares; 2025Q4: 1,087 shares 1,087 $526K 0.04% +7 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 18,345 shares; 2024Q2: 17,530 shares; 2024Q3: 17,784 shares; 2024Q4: 21,055 shares; 2025Q1: 21,106 shares; 2025Q2: 23,891 shares; 2025Q3: 24,346 shares; 2025Q4: 20,826 shares 20,826 $517K 0.04% -3,520 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 4,253 shares; 2024Q2: 3,866 shares; 2024Q3: 3,871 shares; 2024Q4: 4,142 shares; 2025Q1: 4,013 shares; 2025Q2: 3,382 shares; 2025Q3: 3,333 shares; 2025Q4: 2,922 shares 2,922 $507K 0.04% -411 Timeline IBHF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 12,650 shares; 2024Q2: 15,874 shares; 2024Q3: 16,932 shares; 2024Q4: 17,930 shares; 2025Q1: 16,480 shares; 2025Q2: 20,379 shares; 2025Q3: 19,879 shares; 2025Q4: 21,911 shares 21,911 $506K 0.04% +2,032 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; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,157 shares; 2025Q2: 16,033 shares; 2025Q3: 18,193 shares; 2025Q4: 19,009 shares 19,009 $502K 0.04% +816 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 2,288 shares; 2024Q2: 2,316 shares; 2024Q3: 2,202 shares; 2024Q4: 2,813 shares; 2025Q1: 3,189 shares; 2025Q2: 3,280 shares; 2025Q3: 3,530 shares; 2025Q4: 3,917 shares 3,917 $500K 0.04% +387 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 11,521 shares; 2024Q2: 10,268 shares; 2024Q3: 10,795 shares; 2024Q4: 10,795 shares; 2025Q1: 9,152 shares; 2025Q2: 7,537 shares; 2025Q3: 7,537 shares; 2025Q4: 7,537 shares 7,537 $497K 0.04% 0 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: 7,002 shares; 2024Q2: 7,002 shares; 2024Q3: 7,600 shares; 2024Q4: 7,465 shares; 2025Q1: 7,465 shares; 2025Q2: 7,465 shares; 2025Q3: 7,465 shares; 2025Q4: 6,705 shares 6,705 $493K 0.04% -760 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,419 shares; 2024Q4: 2,560 shares; 2025Q1: 2,639 shares; 2025Q2: 2,999 shares; 2025Q3: 2,867 shares; 2025Q4: 2,770 shares 2,770 $492K 0.04% -97 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 897 shares; 2025Q2: 1,007 shares; 2025Q3: 953 shares; 2025Q4: 913 shares 913 $466K 0.03% -40 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 2,791 shares; 2024Q2: 2,687 shares; 2024Q3: 2,676 shares; 2024Q4: 2,947 shares; 2025Q1: 3,031 shares; 2025Q2: 2,562 shares; 2025Q3: 3,070 shares; 2025Q4: 1,759 shares 1,759 $466K 0.03% -1,311 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 3,096 shares; 2025Q1: 2,566 shares; 2025Q2: 2,704 shares; 2025Q3: 2,770 shares; 2025Q4: 2,715 shares 2,715 $465K 0.03% -55 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 1,566 shares; 2024Q2: 1,633 shares; 2024Q3: 1,648 shares; 2024Q4: 1,846 shares; 2025Q1: 1,854 shares; 2025Q2: 1,930 shares; 2025Q3: 2,024 shares; 2025Q4: 2,012 shares 2,012 $461K 0.03% -12 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 3,991 shares; 2024Q2: 4,432 shares; 2024Q3: 4,367 shares; 2024Q4: 5,339 shares; 2025Q1: 5,856 shares; 2025Q2: 6,241 shares; 2025Q3: 5,121 shares; 2025Q4: 5,256 shares 5,256 $458K 0.03% +135 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; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,341 shares; 2025Q2: 14,178 shares; 2025Q3: 14,047 shares; 2025Q4: 14,117 shares 14,117 $455K 0.03% +70 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; 2024Q1: 930 shares; 2024Q2: 930 shares; 2024Q3: 930 shares; 2024Q4: 1,111 shares; 2025Q1: 1,081 shares; 2025Q2: 931 shares; 2025Q3: 956 shares; 2025Q4: 930 shares 930 $454K 0.03% -26 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; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,545 shares; 2025Q2: 13,242 shares; 2025Q3: 13,326 shares; 2025Q4: 13,410 shares 13,410 $452K 0.03% +84 Timeline IBTJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 12,865 shares; 2025Q1: 24,633 shares; 2025Q2: 24,015 shares; 2025Q3: 21,393 shares; 2025Q4: 20,526 shares 20,526 $450K 0.03% -867 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: 3,553 shares; 2024Q3: 3,417 shares; 2024Q4: 3,656 shares; 2025Q1: 3,740 shares; 2025Q2: 3,940 shares; 2025Q3: 3,937 shares; 2025Q4: 3,875 shares 3,875 $450K 0.03% -62 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 1,368 shares; 2024Q2: 1,826 shares; 2024Q3: 1,854 shares; 2024Q4: 2,162 shares; 2025Q1: 1,315 shares; 2025Q2: 1,414 shares; 2025Q3: 1,544 shares; 2025Q4: 1,734 shares 1,734 $449K 0.03% +190 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,625 shares; 2025Q2: 6,625 shares; 2025Q3: 6,625 shares; 2025Q4: 5,878 shares 5,878 $445K 0.03% -747 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 2,788 shares; 2024Q2: 3,103 shares; 2024Q3: 3,117 shares; 2024Q4: 3,876 shares; 2025Q1: 4,382 shares; 2025Q2: 4,588 shares; 2025Q3: 4,553 shares; 2025Q4: 4,461 shares 4,461 $429K 0.03% -92 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,240 shares; 2025Q1: 2,240 shares; 2025Q2: 2,574 shares; 2025Q3: 2,550 shares; 2025Q4: 2,650 shares 2,650 $427K 0.03% +100 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 2,891 shares; 2024Q2: 2,890 shares; 2024Q3: 2,892 shares; 2024Q4: 2,949 shares; 2025Q1: 2,961 shares; 2025Q2: 2,937 shares; 2025Q3: 2,932 shares; 2025Q4: 3,305 shares 3,305 $426K 0.03% +373 Timeline RWR 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: 2,594 shares; 2024Q2: 3,122 shares; 2024Q3: 2,453 shares; 2024Q4: 2,482 shares; 2025Q1: 3,699 shares; 2025Q2: 49,077 shares; 2025Q3: 4,417 shares; 2025Q4: 4,339 shares 4,339 $426K 0.03% -78 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,069 shares; 2025Q3: 1,037 shares; 2025Q4: 993 shares 993 $423K 0.03% -44 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 10,526 shares; 2024Q2: 11,154 shares; 2024Q3: 10,800 shares; 2024Q4: 11,648 shares; 2025Q1: 12,990 shares; 2025Q2: 13,779 shares; 2025Q3: 14,862 shares; 2025Q4: 15,166 shares 15,166 $417K 0.03% +304 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; 2024Q1: 2,263 shares; 2024Q2: 1,913 shares; 2024Q3: 1,917 shares; 2024Q4: 2,010 shares; 2025Q1: 2,076 shares; 2025Q2: 2,725 shares; 2025Q3: 2,633 shares; 2025Q4: 1,962 shares 1,962 $410K 0.03% -671 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 5,594 shares; 2024Q2: 5,183 shares; 2024Q3: 4,978 shares; 2024Q4: 5,423 shares; 2025Q1: 6,424 shares; 2025Q2: 7,307 shares; 2025Q3: 7,707 shares; 2025Q4: 7,657 shares 7,657 $409K 0.03% -50 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: 5,961 shares; 2024Q3: 5,456 shares; 2024Q4: 6,181 shares; 2025Q1: 7,087 shares; 2025Q2: 7,886 shares; 2025Q3: 8,458 shares; 2025Q4: 8,686 shares 8,686 $407K 0.03% +228 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; 2024Q1: 8,821 shares; 2024Q2: 8,166 shares; 2024Q3: 7,042 shares; 2024Q4: 7,608 shares; 2025Q1: 7,621 shares; 2025Q2: 7,493 shares; 2025Q3: 7,654 shares; 2025Q4: 6,287 shares 6,287 $405K 0.03% -1,367 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 5,969 shares; 2024Q4: 7,463 shares; 2025Q1: 5,991 shares; 2025Q2: 3,904 shares; 2025Q3: 823 shares; 2025Q4: 1,326 shares 1,326 $403K 0.03% +503 Timeline GII SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: 4,313 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,276 shares; 2025Q2: 5,560 shares; 2025Q3: 5,037 shares; 2025Q4: 5,597 shares 5,597 $391K 0.03% +560 Timeline 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; 2024Q1: 1,265 shares; 2024Q2: 1,262 shares; 2024Q3: 1,751 shares; 2024Q4: 2,350 shares; 2025Q1: 2,099 shares; 2025Q2: 2,112 shares; 2025Q3: 2,075 shares; 2025Q4: 2,041 shares 2,041 $390K 0.03% -34 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 20,389 shares; 2024Q2: 15,445 shares; 2024Q3: 14,859 shares; 2024Q4: 19,144 shares; 2025Q1: 19,432 shares; 2025Q2: 15,867 shares; 2025Q3: 15,451 shares; 2025Q4: 15,636 shares 15,636 $389K 0.03% +185 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 961 shares; 2024Q4: 1,215 shares; 2025Q1: 1,343 shares; 2025Q2: 1,528 shares; 2025Q3: 1,959 shares; 2025Q4: 1,992 shares 1,992 $387K 0.03% +33 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 5,479 shares; 2024Q2: 5,481 shares; 2024Q3: 5,483 shares; 2024Q4: 5,536 shares; 2025Q1: 5,541 shares; 2025Q2: 5,526 shares; 2025Q3: 5,519 shares; 2025Q4: 3,502 shares 3,502 $386K 0.03% -2,017 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 12,000 shares; 2024Q2: 12,000 shares; 2024Q3: 12,000 shares; 2024Q4: 12,000 shares; 2025Q1: 12,000 shares; 2025Q2: 12,000 shares; 2025Q3: 12,000 shares; 2025Q4: 12,000 shares 12,000 $385K 0.03% 0 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,066 shares; 2025Q3: 1,261 shares; 2025Q4: 1,382 shares 1,382 $380K 0.03% +121 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 2,174 shares; 2024Q2: 2,175 shares; 2024Q3: 2,174 shares; 2024Q4: 2,249 shares; 2025Q1: 2,406 shares; 2025Q2: 2,540 shares; 2025Q3: 2,476 shares; 2025Q4: 2,439 shares 2,439 $375K 0.03% -37 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,289 shares; 2025Q3: 2,641 shares; 2025Q4: 2,765 shares 2,765 $374K 0.03% +124 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,982 shares; 2025Q2: 3,136 shares; 2025Q3: 2,997 shares; 2025Q4: 3,720 shares 3,720 $372K 0.03% +723 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: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,555 shares; 2025Q3: 4,587 shares; 2025Q4: 3,876 shares 3,876 $369K 0.03% -711 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,988 shares; 2025Q4: 1,633 shares 1,633 $364K 0.03% -355 Timeline CYBERARK SOFTWARE LTD/ISRAEL CYBERARK SOFTWARE LTD/ISRAEL More: the full row for CYBERARK SOFTWARE LTD/ISRAEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 819 shares; 2024Q2: 763 shares; 2024Q3: 815 shares; 2024Q4: 997 shares; 2025Q1: 981 shares; 2025Q2: 838 shares; 2025Q3: 824 shares; 2025Q4: 812 shares 812 $362K 0.03% -12 ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 856 shares; 2024Q2: 897 shares; 2024Q3: 1,264 shares; 2024Q4: 779 shares; 2025Q1: 795 shares; 2025Q2: 719 shares; 2025Q3: 638 shares; 2025Q4: 614 shares 614 $348K 0.03% -24 Timeline LCTD 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: 7,345 shares; 2024Q2: 6,944 shares; 2024Q3: 7,187 shares; 2024Q4: 7,734 shares; 2025Q1: 7,562 shares; 2025Q2: 7,453 shares; 2025Q3: 8,110 shares; 2025Q4: 6,232 shares 6,232 $341K 0.03% -1,878 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,653 shares; 2024Q4: 3,145 shares; 2025Q1: 3,102 shares; 2025Q2: 3,401 shares; 2025Q3: 3,089 shares; 2025Q4: 2,898 shares 2,898 $338K 0.03% -191 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 939 shares; 2025Q1: 1,039 shares; 2025Q2: 1,095 shares; 2025Q3: 1,171 shares; 2025Q4: 1,171 shares 1,171 $338K 0.03% 0 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 4,686 shares; 2025Q1: 5,320 shares; 2025Q2: 5,646 shares; 2025Q3: 5,594 shares; 2025Q4: 5,769 shares 5,769 $333K 0.02% +175 Timeline AOM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: 7,517 shares; 2024Q3: 7,521 shares; 2024Q4: 7,508 shares; 2025Q1: 6,955 shares; 2025Q2: 6,955 shares; 2025Q3: 6,955 shares; 2025Q4: 6,955 shares 6,955 $332K 0.02% 0 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,560 shares; 2024Q4: 1,813 shares; 2025Q1: 2,083 shares; 2025Q2: 2,247 shares; 2025Q3: 2,435 shares; 2025Q4: 2,508 shares 2,508 $317K 0.02% +73 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,076 shares; 2024Q4: 2,420 shares; 2025Q1: 2,498 shares; 2025Q2: 2,634 shares; 2025Q3: 2,746 shares; 2025Q4: 2,744 shares 2,744 $316K 0.02% -2 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,276 shares; 2024Q4: 2,693 shares; 2025Q1: 3,096 shares; 2025Q2: 3,343 shares; 2025Q3: 3,668 shares; 2025Q4: 3,847 shares 3,847 $309K 0.02% +179 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 8,824 shares; 2024Q2: 9,065 shares; 2024Q3: 9,096 shares; 2024Q4: 9,693 shares; 2025Q1: 8,555 shares; 2025Q2: 7,103 shares; 2025Q3: 6,443 shares; 2025Q4: 5,290 shares 5,290 $309K 0.02% -1,153 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: 884 shares; 2024Q3: 923 shares; 2024Q4: 1,042 shares; 2025Q1: 1,066 shares; 2025Q2: 1,126 shares; 2025Q3: 1,151 shares; 2025Q4: 1,182 shares 1,182 $304K 0.02% +31 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: 11,910 shares; 2024Q2: 9,497 shares; 2024Q3: 7,731 shares; 2024Q4: 7,844 shares; 2025Q1: 8,627 shares; 2025Q2: 21,108 shares; 2025Q3: 9,751 shares; 2025Q4: 10,493 shares 10,493 $303K 0.02% +742 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 1,163 shares; 2024Q2: 1,163 shares; 2024Q3: 1,163 shares; 2024Q4: 1,211 shares; 2025Q1: 1,204 shares; 2025Q2: 1,314 shares; 2025Q3: 1,247 shares; 2025Q4: 1,220 shares 1,220 $300K 0.02% -27 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 399 shares; 2024Q2: 406 shares; 2024Q3: 423 shares; 2024Q4: 474 shares; 2025Q1: 491 shares; 2025Q2: 366 shares; 2025Q3: 287 shares; 2025Q4: 276 shares 276 $295K 0.02% -11 Timeline CWB 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: not reported; 2024Q2: 2,995 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,103 shares; 2025Q2: 3,254 shares; 2025Q3: 3,108 shares; 2025Q4: 3,300 shares 3,300 $294K 0.02% +192 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 976 shares; 2025Q2: 1,043 shares; 2025Q3: 1,013 shares; 2025Q4: 996 shares 996 $292K 0.02% -17 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 2,156 shares; 2024Q2: 2,390 shares; 2024Q3: 2,614 shares; 2024Q4: 2,434 shares; 2025Q1: 2,231 shares; 2025Q2: 2,488 shares; 2025Q3: 2,356 shares; 2025Q4: 2,332 shares 2,332 $292K 0.02% -24 Timeline IBIC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 11,143 shares; 2024Q2: 11,143 shares; 2024Q3: 11,143 shares; 2024Q4: 11,143 shares; 2025Q1: 11,143 shares; 2025Q2: 11,143 shares; 2025Q3: 11,403 shares; 2025Q4: 11,403 shares 11,403 $291K 0.02% 0 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,377 shares; 2025Q2: 1,408 shares; 2025Q3: 1,403 shares; 2025Q4: 1,375 shares 1,375 $287K 0.02% -28 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 1,992 shares; 2024Q2: 2,492 shares; 2024Q3: 2,347 shares; 2024Q4: 2,515 shares; 2025Q1: 1,786 shares; 2025Q2: 1,922 shares; 2025Q3: 1,682 shares; 2025Q4: 1,110 shares 1,110 $285K 0.02% -572 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 7,784 shares; 2024Q2: 7,184 shares; 2024Q3: 5,404 shares; 2024Q4: 6,622 shares; 2025Q1: 7,710 shares; 2025Q2: 8,208 shares; 2025Q3: 8,713 shares; 2025Q4: 9,447 shares 9,447 $282K 0.02% +734 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 3,789 shares; 2024Q2: 3,791 shares; 2024Q3: 3,796 shares; 2024Q4: 3,854 shares; 2025Q1: 3,880 shares; 2025Q2: 3,780 shares; 2025Q3: 3,765 shares; 2025Q4: 3,745 shares 3,745 $277K 0.02% -20 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,531 shares; 2025Q1: 756 shares; 2025Q2: 1,535 shares; 2025Q3: 1,485 shares; 2025Q4: 951 shares 951 $272K 0.02% -534 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,260 shares 1,260 $271K 0.02% new Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 2,980 shares; 2024Q2: 3,164 shares; 2024Q3: 3,554 shares; 2024Q4: 4,217 shares; 2025Q1: 4,117 shares; 2025Q2: 3,207 shares; 2025Q3: 3,178 shares; 2025Q4: 3,272 shares 3,272 $267K 0.02% +94 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 394 shares; 2025Q3: 422 shares; 2025Q4: 437 shares 437 $267K 0.02% +15 Timeline DWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,800 shares; 2025Q2: 5,977 shares; 2025Q3: 5,430 shares; 2025Q4: 5,987 shares 5,987 $263K 0.02% +557 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 4,092 shares; 2025Q1: 4,190 shares; 2025Q2: 4,327 shares; 2025Q3: 4,352 shares; 2025Q4: 4,348 shares 4,348 $261K 0.02% -4 Timeline PSK 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: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,368 shares; 2025Q2: 7,240 shares; 2025Q3: 7,066 shares; 2025Q4: 8,201 shares 8,201 $260K 0.02% +1,135 Timeline IBDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,241 shares; 2025Q3: 10,546 shares; 2025Q4: 11,679 shares 11,679 $258K 0.02% +1,133 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,403 shares; 2025Q3: not reported; 2025Q4: 6,130 shares 6,130 $253K 0.02% new 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; 2024Q1: 1,602 shares; 2024Q2: 1,290 shares; 2024Q3: 1,272 shares; 2024Q4: 1,399 shares; 2025Q1: 1,368 shares; 2025Q2: 1,368 shares; 2025Q3: 944 shares; 2025Q4: 974 shares 974 $251K 0.02% +30 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 3,249 shares; 2024Q2: not reported; 2024Q3: 3,252 shares; 2024Q4: 2,976 shares; 2025Q1: 3,379 shares; 2025Q2: 4,100 shares; 2025Q3: 3,190 shares; 2025Q4: 3,161 shares 3,161 $251K 0.02% -29 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 1,204 shares; 2024Q2: 1,226 shares; 2024Q3: 1,293 shares; 2024Q4: 1,834 shares; 2025Q1: 1,851 shares; 2025Q2: 1,431 shares; 2025Q3: 1,117 shares; 2025Q4: 1,061 shares 1,061 $245K 0.02% -56 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: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 8,995 shares; 2025Q1: 11,662 shares; 2025Q2: 11,587 shares; 2025Q3: 10,508 shares; 2025Q4: 10,326 shares 10,326 $244K 0.02% -182 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,159 shares; 2025Q3: 1,135 shares; 2025Q4: 1,090 shares 1,090 $237K 0.02% -45 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,593 shares; 2025Q3: 2,176 shares; 2025Q4: 2,462 shares 2,462 $236K 0.02% +286 Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 16,215 shares; 2024Q2: 16,408 shares; 2024Q3: 16,603 shares; 2024Q4: 16,809 shares; 2025Q1: 17,022 shares; 2025Q2: 17,262 shares; 2025Q3: 17,489 shares; 2025Q4: 19,004 shares 19,004 $236K 0.02% +1,515 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 787 shares; 2025Q4: 736 shares 736 $227K 0.02% -51 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 419 shares; 2025Q4: 411 shares 411 $227K 0.02% -8 Timeline INTA INTAPP INC More: the full row for INTAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,861 shares 4,861 $223K 0.02% new Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 1,019 shares; 2024Q2: 1,010 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 683 shares; 2025Q4: 683 shares 683 $221K 0.02% 0 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 2,191 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 568 shares; 2025Q1: not reported; 2025Q2: 1,041 shares; 2025Q3: 1,031 shares; 2025Q4: 889 shares 889 $219K 0.02% -142 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 1,357 shares; 2024Q2: 1,317 shares; 2024Q3: 1,275 shares; 2024Q4: 1,228 shares; 2025Q1: 1,088 shares; 2025Q2: 867 shares; 2025Q3: 704 shares; 2025Q4: 623 shares 623 $218K 0.02% -81 Timeline IBND 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: 9,231 shares; 2024Q2: 11,029 shares; 2024Q3: 9,017 shares; 2024Q4: 9,163 shares; 2025Q1: not reported; 2025Q2: 6,534 shares; 2025Q3: 6,322 shares; 2025Q4: 6,792 shares 6,792 $218K 0.02% +470 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,135 shares 2,135 $217K 0.02% new Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 6,157 shares; 2024Q2: 5,663 shares; 2024Q3: 6,319 shares; 2024Q4: 14,777 shares; 2025Q1: not reported; 2025Q2: 9,182 shares; 2025Q3: 8,968 shares; 2025Q4: 8,968 shares 8,968 $216K 0.02% 0 Timeline JBTM JBT MAREL CORPORATION More: the full row for JBT MAREL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,450 shares; 2025Q4: 1,429 shares 1,429 $215K 0.02% -21 Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 98 shares 98 $210K 0.02% new Timeline SPYD 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: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,850 shares 4,850 $210K 0.02% new Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 866 shares; 2024Q2: not reported; 2024Q3: 989 shares; 2024Q4: 1,053 shares; 2025Q1: 1,056 shares; 2025Q2: 1,128 shares; 2025Q3: 1,013 shares; 2025Q4: 868 shares 868 $209K 0.02% -145 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; 2024Q1: 8,422 shares; 2024Q2: 10,109 shares; 2024Q3: 11,028 shares; 2024Q4: 31,685 shares; 2025Q1: not reported; 2025Q2: 8,200 shares; 2025Q3: 7,953 shares; 2025Q4: 7,584 shares 7,584 $204K 0.02% -369 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 81,652 shares; 2024Q2: 89,041 shares; 2024Q3: 131,121 shares; 2024Q4: 138,934 shares; 2025Q1: 26,563 shares; 2025Q2: 7,924 shares; 2025Q3: 5,688 shares; 2025Q4: 2,336 shares 2,336 $204K 0.02% -3,352 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 293,023 shares; 2024Q2: 204,898 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 247,855 shares; 2025Q2: 5,940 shares; 2025Q3: not reported; 2025Q4: 4,896 shares 4,896 $202K 0.02% new Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 578 shares; 2025Q3: 402 shares; 2025Q4: 408 shares 408 $191K 0.01% +6 Timeline WT WISDOMTREE INC More: the full row for WISDOMTREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,876 shares; 2025Q2: 11,244 shares; 2025Q3: 11,798 shares; 2025Q4: 12,051 shares 12,051 $147K 0.01% +253 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 2,650 shares; 2024Q2: 2,740 shares; 2024Q3: 2,755 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 670 shares; 2025Q3: not reported; 2025Q4: 596 shares 596 $134K 0.01% new 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: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 8,593 shares; 2025Q1: 8,798 shares; 2025Q2: 8,628 shares; 2025Q3: 1,837 shares; 2025Q4: 1,946 shares 1,946 $96.6K 0.01% +109 Timeline