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; 2023Q3: 107,664 shares; 2023Q4: 101,971 shares; 2024Q1: 101,364 shares; 2024Q2: 100,575 shares; 2024Q3: 97,395 shares; 2024Q4: 95,393 shares; 2025Q1: 80,267 shares; 2025Q2: 76,195 shares 76,195 $33.4M 14.84% -4,072 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 283,975 shares; 2023Q4: 294,651 shares; 2024Q1: 317,568 shares; 2024Q2: 329,842 shares; 2024Q3: 345,524 shares; 2024Q4: 352,642 shares; 2025Q1: 347,535 shares; 2025Q2: 348,745 shares 348,745 $25.7M 11.41% +1,210 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; 2023Q3: 28,324 shares; 2023Q4: 34,607 shares; 2024Q1: 34,645 shares; 2024Q2: 36,421 shares; 2024Q3: 37,806 shares; 2024Q4: 37,851 shares; 2025Q1: 40,123 shares; 2025Q2: 45,171 shares 45,171 $25.7M 11.4% +5,048 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 261,172 shares; 2023Q4: 251,649 shares; 2024Q1: 251,171 shares; 2024Q2: 242,905 shares; 2024Q3: 136,886 shares; 2024Q4: 135,692 shares; 2025Q1: 132,099 shares; 2025Q2: 128,380 shares 128,380 $17.1M 7.61% -3,719 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; 2023Q3: 31,171 shares; 2023Q4: 31,759 shares; 2024Q1: 34,636 shares; 2024Q2: 40,558 shares; 2024Q3: 120,704 shares; 2024Q4: 119,642 shares; 2025Q1: 95,630 shares; 2025Q2: 92,968 shares 92,968 $16.4M 7.3% -2,662 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; 2023Q3: 103,824 shares; 2023Q4: 98,943 shares; 2024Q1: 109,009 shares; 2024Q2: 114,357 shares; 2024Q3: 124,230 shares; 2024Q4: 130,372 shares; 2025Q1: 135,632 shares; 2025Q2: 135,384 shares 135,384 $9.1M 4.04% -248 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; 2023Q3: 35,990 shares; 2023Q4: 36,020 shares; 2024Q1: 36,090 shares; 2024Q2: 35,906 shares; 2024Q3: 37,059 shares; 2024Q4: 36,732 shares; 2025Q1: 34,787 shares; 2025Q2: 33,732 shares 33,732 $7.99M 3.55% -1,055 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; 2023Q3: 34,175 shares; 2023Q4: 33,615 shares; 2024Q1: 33,844 shares; 2024Q2: 33,844 shares; 2024Q3: 33,163 shares; 2024Q4: 33,178 shares; 2025Q1: 31,971 shares; 2025Q2: 32,162 shares 32,162 $6.58M 2.93% +191 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9 shares; 2025Q2: 9 shares 9 $6.56M 2.91% 0 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 16,277 shares; 2023Q4: 18,051 shares; 2024Q1: 18,870 shares; 2024Q2: 19,596 shares; 2024Q3: 21,416 shares; 2024Q4: 21,465 shares; 2025Q1: 20,646 shares; 2025Q2: 21,052 shares 21,052 $5.89M 2.62% +406 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; 2023Q3: 85,958 shares; 2023Q4: 81,511 shares; 2024Q1: 80,212 shares; 2024Q2: 80,112 shares; 2024Q3: 79,296 shares; 2024Q4: 238,090 shares; 2025Q1: 227,062 shares; 2025Q2: 221,409 shares 221,409 $5.87M 2.61% -5,653 Timeline MLRG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 70,606 shares; 2023Q4: 70,429 shares; 2024Q1: 66,700 shares; 2024Q2: 66,740 shares; 2024Q3: 66,689 shares; 2024Q4: 66,701 shares; 2025Q1: 64,492 shares; 2025Q2: 64,536 shares 64,536 $5.54M 2.46% +44 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 46,539 shares; 2023Q4: 52,653 shares; 2024Q1: 57,691 shares; 2024Q2: 57,829 shares; 2024Q3: 61,142 shares; 2024Q4: 199,659 shares; 2025Q1: 197,174 shares; 2025Q2: 197,131 shares 197,131 $4.7M 2.09% -43 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 69,597 shares; 2023Q4: 65,884 shares; 2024Q1: 85,376 shares; 2024Q2: 84,159 shares; 2024Q3: 99,123 shares; 2024Q4: 98,152 shares; 2025Q1: 97,390 shares; 2025Q2: 91,353 shares 91,353 $4.48M 1.99% -6,037 Timeline IMCB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 65,494 shares; 2023Q4: 64,461 shares; 2024Q1: 64,401 shares; 2024Q2: 57,158 shares; 2024Q3: 55,598 shares; 2024Q4: 55,481 shares; 2025Q1: 55,379 shares; 2025Q2: 55,403 shares 55,403 $4.41M 1.96% +24 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 7,052 shares; 2023Q4: 3,526 shares; 2024Q1: 3,938 shares; 2024Q2: 7,073 shares; 2024Q3: 7,450 shares; 2024Q4: 9,137 shares; 2025Q1: 21,953 shares; 2025Q2: 37,929 shares 37,929 $3.76M 1.67% +15,976 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 33,874 shares; 2023Q4: 28,658 shares; 2024Q1: 20,793 shares; 2024Q2: 18,916 shares; 2024Q3: 19,994 shares; 2024Q4: 29,343 shares; 2025Q1: 40,594 shares; 2025Q2: 28,869 shares 28,869 $2.9M 1.29% -11,725 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 10,761 shares; 2024Q4: 10,766 shares; 2025Q1: 25,147 shares; 2025Q2: 45,464 shares 45,464 $2.59M 1.15% +20,317 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 33,703 shares; 2023Q4: 30,070 shares; 2024Q1: 30,182 shares; 2024Q2: 30,368 shares; 2024Q3: 30,560 shares; 2024Q4: 30,754 shares; 2025Q1: 30,544 shares; 2025Q2: 30,761 shares 30,761 $2.45M 1.09% +217 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 15,158 shares; 2024Q3: 15,599 shares; 2024Q4: 16,115 shares; 2025Q1: 29,579 shares; 2025Q2: 45,847 shares 45,847 $2.27M 1.01% +16,268 Timeline BSV 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,764 shares; 2025Q2: 25,455 shares 25,455 $2M 0.89% +4,691 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 3,100 shares; 2023Q4: 3,100 shares; 2024Q1: 3,100 shares; 2024Q2: 3,100 shares; 2024Q3: 3,100 shares; 2024Q4: 3,100 shares; 2025Q1: 3,100 shares; 2025Q2: 3,100 shares 3,100 $1.58M 0.7% 0 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 31,269 shares; 2025Q2: 41,244 shares 41,244 $1.48M 0.66% +9,975 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 16,438 shares; 2023Q4: 15,648 shares; 2024Q1: 15,648 shares; 2024Q2: 15,648 shares; 2024Q3: 15,649 shares; 2024Q4: 52,059 shares; 2025Q1: 52,059 shares; 2025Q2: 52,059 shares 52,059 $1.46M 0.65% 0 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 18,277 shares; 2023Q4: 21,803 shares; 2024Q1: 15,688 shares; 2024Q2: 16,087 shares; 2024Q3: 18,072 shares; 2024Q4: 17,946 shares; 2025Q1: 24,427 shares; 2025Q2: 24,840 shares 24,840 $1.46M 0.65% +413 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; 2023Q3: 3,632 shares; 2023Q4: 4,271 shares; 2024Q1: 4,646 shares; 2024Q2: 4,669 shares; 2024Q3: 4,406 shares; 2024Q4: 4,575 shares; 2025Q1: 4,586 shares; 2025Q2: 4,486 shares 4,486 $1.36M 0.61% -100 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; 2023Q3: 3,039 shares; 2023Q4: 3,039 shares; 2024Q1: 3,039 shares; 2024Q2: 2,864 shares; 2024Q3: 2,864 shares; 2024Q4: 2,735 shares; 2025Q1: 2,695 shares; 2025Q2: 2,556 shares 2,556 $1.24M 0.55% -139 Timeline VT 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; 2023Q3: 12,488 shares; 2023Q4: 9,647 shares; 2024Q1: 9,685 shares; 2024Q2: 9,787 shares; 2024Q3: 9,788 shares; 2024Q4: 9,727 shares; 2025Q1: 8,728 shares; 2025Q2: 8,215 shares 8,215 $1.06M 0.47% -513 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,596 shares; 2025Q2: 4,362 shares 4,362 $1.05M 0.47% +766 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,929 shares; 2025Q2: 27,372 shares 27,372 $973K 0.43% +6,443 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,947 shares; 2025Q2: 22,530 shares 22,530 $953K 0.42% +5,583 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,068 shares; 2025Q2: 29,558 shares 29,558 $919K 0.41% +9,490 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 5,886 shares; 2023Q4: 5,686 shares; 2024Q1: 5,686 shares; 2024Q2: 5,686 shares; 2024Q3: 5,686 shares; 2024Q4: 5,686 shares; 2025Q1: 5,686 shares; 2025Q2: 5,636 shares 5,636 $765K 0.34% -50 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 36,326 shares; 2023Q4: 26,798 shares; 2024Q1: 18,200 shares; 2024Q2: 18,183 shares; 2024Q3: 15,722 shares; 2024Q4: 31,120 shares; 2025Q1: 29,851 shares; 2025Q2: 28,539 shares 28,539 $761K 0.34% -1,312 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 7,537 shares; 2023Q4: 7,308 shares; 2024Q1: 7,308 shares; 2024Q2: 6,838 shares; 2024Q3: 6,907 shares; 2024Q4: 6,568 shares; 2025Q1: 6,568 shares; 2025Q2: 6,568 shares 6,568 $720K 0.32% 0 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 9,515 shares; 2023Q4: 8,866 shares; 2024Q1: 8,970 shares; 2024Q2: 8,441 shares; 2024Q3: 7,809 shares; 2024Q4: 7,055 shares; 2025Q1: 6,307 shares; 2025Q2: 6,375 shares 6,375 $696K 0.31% +68 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 1,782 shares; 2023Q4: 1,783 shares; 2024Q1: 1,784 shares; 2024Q2: 1,785 shares; 2024Q3: 1,785 shares; 2024Q4: 1,786 shares; 2025Q1: 1,787 shares; 2025Q2: 1,788 shares 1,788 $694K 0.31% +1 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 9,768 shares; 2023Q4: 9,548 shares; 2024Q1: 9,483 shares; 2024Q2: 9,346 shares; 2024Q3: 8,971 shares; 2024Q4: 9,157 shares; 2025Q1: 7,855 shares; 2025Q2: 7,805 shares 7,805 $665K 0.3% -50 Timeline IMTM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,803 shares; 2025Q2: 14,514 shares 14,514 $663K 0.29% +4,711 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; 2023Q3: 5,846 shares; 2023Q4: 5,798 shares; 2024Q1: 5,798 shares; 2024Q2: 5,798 shares; 2024Q3: 5,798 shares; 2024Q4: 5,798 shares; 2025Q1: 5,798 shares; 2025Q2: 5,798 shares 5,798 $625K 0.28% 0 Timeline DIHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,238 shares; 2025Q2: 20,652 shares 20,652 $609K 0.27% +6,414 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,482 shares; 2025Q2: 13,720 shares 13,720 $588K 0.26% +4,238 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 9,649 shares; 2023Q4: 10,115 shares; 2024Q1: 10,115 shares; 2024Q2: 11,078 shares; 2024Q3: 11,179 shares; 2024Q4: 11,627 shares; 2025Q1: 11,684 shares; 2025Q2: 11,684 shares 11,684 $555K 0.25% 0 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,961 shares; 2025Q2: 14,642 shares 14,642 $505K 0.22% +5,681 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 1,204 shares; 2023Q4: 1,124 shares; 2024Q1: 1,124 shares; 2024Q2: 1,124 shares; 2024Q3: 1,024 shares; 2024Q4: 999 shares; 2025Q1: 953 shares; 2025Q2: 953 shares 953 $474K 0.21% 0 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 300 shares; 2024Q2: 3,000 shares; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 2,550 shares 2,550 $403K 0.18% -450 Timeline AVSC 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,579 shares; 2025Q2: 7,690 shares 7,690 $397K 0.18% +2,111 Timeline JMSI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,599 shares 7,599 $376K 0.17% new Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 27,064 shares; 2023Q4: 19,509 shares; 2024Q1: 19,509 shares; 2024Q2: 17,982 shares; 2024Q3: 17,182 shares; 2024Q4: 16,838 shares; 2025Q1: 14,738 shares; 2025Q2: 14,488 shares 14,488 $351K 0.16% -250 Timeline SPIP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 11,823 shares; 2023Q4: 12,347 shares; 2024Q1: 12,347 shares; 2024Q2: 12,860 shares; 2024Q3: 13,056 shares; 2024Q4: 13,440 shares; 2025Q1: 13,440 shares; 2025Q2: 13,440 shares 13,440 $350K 0.16% 0 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,067 shares 7,067 $350K 0.16% new Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 1,665 shares; 2023Q4: 1,665 shares; 2024Q1: 1,665 shares; 2024Q2: 1,665 shares; 2024Q3: 1,665 shares; 2024Q4: 1,665 shares; 2025Q1: 1,665 shares; 2025Q2: 1,665 shares 1,665 $349K 0.16% 0 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,800 shares 6,800 $346K 0.15% new 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; 2023Q3: 4,949 shares; 2023Q4: 4,949 shares; 2024Q1: 4,949 shares; 2024Q2: 4,949 shares; 2024Q3: 4,949 shares; 2024Q4: 4,949 shares; 2025Q1: 4,949 shares; 2025Q2: 4,943 shares 4,943 $342K 0.15% -6 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 1,612 shares; 2023Q4: 1,617 shares; 2024Q1: 1,620 shares; 2024Q2: 1,620 shares; 2024Q3: 1,827 shares; 2024Q4: 1,832 shares; 2025Q1: 1,837 shares; 2025Q2: 1,712 shares 1,712 $334K 0.15% -125 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 1,559 shares; 2023Q4: 1,559 shares; 2024Q1: 2,716 shares; 2024Q2: 2,716 shares; 2024Q3: 2,177 shares; 2024Q4: 2,177 shares; 2025Q1: 2,177 shares; 2025Q2: 2,177 shares 2,177 $333K 0.15% 0 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 4,006 shares; 2023Q4: 4,006 shares; 2024Q1: 4,006 shares; 2024Q2: 4,006 shares; 2024Q3: 4,006 shares; 2024Q4: 4,006 shares; 2025Q1: 4,006 shares; 2025Q2: 4,006 shares 4,006 $332K 0.15% 0 Timeline EVIM MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,306 shares 6,306 $324K 0.14% new 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,826 shares; 2025Q2: 4,657 shares 4,657 $319K 0.14% +831 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 2,458 shares; 2023Q4: 2,458 shares; 2024Q1: 2,458 shares; 2024Q2: 2,458 shares; 2024Q3: 2,458 shares; 2024Q4: 2,458 shares; 2025Q1: 2,458 shares; 2025Q2: 2,458 shares 2,458 $317K 0.14% 0 Timeline IVOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 3,050 shares; 2023Q4: 2,925 shares; 2024Q1: 2,983 shares; 2024Q2: 2,898 shares; 2024Q3: 2,778 shares; 2024Q4: 2,818 shares; 2025Q1: 2,757 shares; 2025Q2: 2,841 shares 2,841 $298K 0.13% +84 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 1,830 shares; 2023Q4: 1,830 shares; 2024Q1: 1,830 shares; 2024Q2: 1,830 shares; 2024Q3: 1,830 shares; 2024Q4: 1,830 shares; 2025Q1: 1,797 shares; 2025Q2: 1,797 shares 1,797 $296K 0.13% 0 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 10,056 shares; 2023Q4: 9,556 shares; 2024Q1: 9,423 shares; 2024Q2: 9,423 shares; 2024Q3: 9,325 shares; 2024Q4: 9,278 shares; 2025Q1: 7,365 shares; 2025Q2: 5,208 shares 5,208 $287K 0.13% -2,157 Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: 3,762 shares; 2024Q1: 3,762 shares; 2024Q2: 3,871 shares; 2024Q3: 3,773 shares; 2024Q4: 4,090 shares; 2025Q1: 4,090 shares; 2025Q2: 4,090 shares 4,090 $268K 0.12% 0 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,750 shares; 2024Q4: 1,750 shares; 2025Q1: 1,750 shares; 2025Q2: 1,750 shares 1,750 $266K 0.12% 0 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; 2023Q3: 6,211 shares; 2023Q4: 6,211 shares; 2024Q1: 6,211 shares; 2024Q2: 6,211 shares; 2024Q3: 6,211 shares; 2024Q4: 6,211 shares; 2025Q1: 6,211 shares; 2025Q2: 6,211 shares 6,211 $262K 0.12% 0 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,381 shares 2,381 $249K 0.11% new Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 1,871 shares; 2023Q4: 1,871 shares; 2024Q1: 1,871 shares; 2024Q2: 1,871 shares; 2024Q3: 1,871 shares; 2024Q4: 1,871 shares; 2025Q1: 1,871 shares; 2025Q2: 1,871 shares 1,871 $247K 0.11% 0 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 2,398 shares; 2024Q2: 2,398 shares; 2024Q3: 2,398 shares; 2024Q4: 2,398 shares; 2025Q1: not reported; 2025Q2: 2,398 shares 2,398 $218K 0.1% new Timeline RVT ROYCE SMALL CAP TRUST INC More: the full row for ROYCE SMALL CAP TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 16,052 shares; 2023Q4: 15,277 shares; 2024Q1: 14,238 shares; 2024Q2: 13,658 shares; 2024Q3: 12,910 shares; 2024Q4: 12,910 shares; 2025Q1: 12,716 shares; 2025Q2: 12,620 shares 12,620 $190K 0.08% -96 Timeline