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: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 125,728 shares; 2025Q1: 141,365 shares; 2025Q2: 152,222 shares 152,222 $86.5M 33.21% +10,857 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 loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 470,088 shares; 2025Q1: 493,594 shares; 2025Q2: 499,746 shares 499,746 $28.5M 10.94% +6,152 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: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 521,175 shares; 2025Q1: 533,291 shares; 2025Q2: 533,216 shares 533,216 $26.1M 10.04% -75 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: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 282,828 shares; 2025Q1: 301,507 shares; 2025Q2: 281,943 shares 281,943 $20.8M 7.97% -19,564 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; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 80,998 shares; 2025Q1: 90,754 shares; 2025Q2: 103,018 shares 103,018 $19.9M 7.62% +12,264 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 14,891 shares; 2025Q1: 15,560 shares; 2025Q2: 17,241 shares 17,241 $11.4M 4.39% +1,681 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 loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 328,856 shares; 2025Q1: 199,622 shares; 2025Q2: 197,694 shares 197,694 $9.78M 3.76% -1,928 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 loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 178,263 shares; 2025Q1: 190,822 shares; 2025Q2: 183,379 shares 183,379 $9.08M 3.49% -7,443 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 83,294 shares; 2025Q1: 84,806 shares; 2025Q2: 83,457 shares 83,457 $8.87M 3.41% -1,349 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: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 57,807 shares; 2025Q1: 64,037 shares; 2025Q2: 64,245 shares 64,245 $5.33M 2.05% +208 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 loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 47,925 shares; 2025Q1: 48,395 shares; 2025Q2: 42,054 shares 42,054 $3.31M 1.27% -6,341 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 11,384 shares; 2025Q1: 11,038 shares; 2025Q2: 11,856 shares 11,856 $2.43M 0.93% +818 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 36,867 shares; 2025Q1: 40,833 shares; 2025Q2: 40,425 shares 40,425 $2.42M 0.93% -408 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; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 2,334 shares; 2025Q1: 2,619 shares; 2025Q2: 3,681 shares 3,681 $2.27M 0.87% +1,062 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 29,499 shares; 2025Q1: 25,928 shares; 2025Q2: 24,565 shares 24,565 $1.97M 0.76% -1,363 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 loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 12,026 shares; 2025Q1: 11,003 shares; 2025Q2: 12,002 shares 12,002 $1.9M 0.73% +999 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: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 3,878 shares; 2025Q1: 3,775 shares; 2025Q2: 3,806 shares 3,806 $1.89M 0.73% +31 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; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 87,741 shares; 2025Q1: 85,225 shares; 2025Q2: 84,753 shares 84,753 $1.87M 0.72% -472 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: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 5,430 shares; 2025Q1: 5,440 shares; 2025Q2: 4,745 shares 4,745 $1.44M 0.55% -695 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; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 6,083 shares; 2025Q1: 6,095 shares; 2025Q2: 6,240 shares 6,240 $1.37M 0.53% +145 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 84,141 shares; 2025Q1: 52,340 shares; 2025Q2: 20,818 shares 20,818 $1.05M 0.4% -31,522 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 9,104 shares; 2025Q1: 9,060 shares; 2025Q2: 9,648 shares 9,648 $1.02M 0.39% +588 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; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 1,288 shares; 2025Q1: 1,296 shares; 2025Q2: 1,275 shares 1,275 $941K 0.36% -21 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: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 837 shares; 2025Q1: 836 shares; 2025Q2: 1,844 shares 1,844 $896K 0.34% +1,008 Timeline SCHE 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: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 54,597 shares; 2025Q1: 21,806 shares; 2025Q2: 21,202 shares 21,202 $639K 0.25% -604 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 2,025 shares; 2025Q1: 2,101 shares; 2025Q2: 2,219 shares 2,219 $612K 0.23% +118 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 961 shares; 2025Q1: 961 shares; 2025Q2: 961 shares 961 $597K 0.23% 0 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 3,109 shares; 2025Q1: 3,155 shares; 2025Q2: 3,130 shares 3,130 $555K 0.21% -25 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 404 shares; 2025Q1: 403 shares; 2025Q2: 407 shares 407 $545K 0.21% +4 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 3,124 shares; 2025Q1: 3,162 shares; 2025Q2: 3,040 shares 3,040 $536K 0.21% -122 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 1,635 shares; 2025Q1: 1,599 shares; 2025Q2: 1,649 shares 1,649 $524K 0.2% +50 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; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 1,789 shares; 2025Q1: 1,783 shares; 2025Q2: 1,805 shares 1,805 $523K 0.2% +22 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: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 2,542 shares; 2025Q1: 2,799 shares; 2025Q2: 3,105 shares 3,105 $474K 0.18% +306 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; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 2,402 shares; 2025Q1: 2,092 shares; 2025Q2: 2,000 shares 2,000 $453K 0.17% -92 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 1,241 shares; 2025Q1: 1,244 shares; 2025Q2: 1,275 shares 1,275 $453K 0.17% +31 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 1,644 shares; 2025Q1: 1,645 shares; 2025Q2: 1,606 shares 1,606 $445K 0.17% -39 Timeline SW SMURFIT WESTROCK PLC More: the full row for SMURFIT WESTROCK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 9,060 shares; 2025Q1: 9,036 shares; 2025Q2: 8,807 shares 8,807 $380K 0.15% -229 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; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 388 shares; 2025Q1: 447 shares; 2025Q2: 430 shares 430 $335K 0.13% -17 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: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,288 shares 1,288 $305K 0.12% 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: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 12,359 shares; 2025Q1: 7,213 shares; 2025Q2: 4,214 shares 4,214 $291K 0.11% -2,999 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 475 shares; 2025Q1: 475 shares; 2025Q2: 480 shares 480 $270K 0.1% +5 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; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 250 shares; 2025Q1: 253 shares; 2025Q2: 255 shares 255 $252K 0.1% +2 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,027 shares 1,027 $225K 0.09% new Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,279 shares 2,279 $223K 0.09% new Timeline VAW 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 loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 1,178 shares; 2025Q1: 1,098 shares; 2025Q2: 1,098 shares 1,098 $214K 0.08% 0 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; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 580 shares 580 $213K 0.08% new Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 970 shares; 2025Q2: 972 shares 972 $212K 0.08% +2 Timeline WIT WIPRO LTD More: the full row for WIPRO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 47,941 shares; 2025Q1: 33,802 shares; 2025Q2: 22,690 shares 22,690 $68.5K 0.03% -11,112 Timeline MFG MIZUHO FINANCIAL GROUP INC More: the full row for MIZUHO FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 10,405 shares; 2025Q1: 10,335 shares; 2025Q2: 10,309 shares 10,309 $57.3K 0.02% -26 Timeline