AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 212,046 shares; 2023Q4: 218,407 shares; 2024Q1: 216,944 shares; 2024Q2: 191,571 shares; 2024Q3: 192,821 shares; 2024Q4: 193,972 shares; 2025Q1: 193,535 shares; 2025Q2: 193,343 shares 193,343 $39.7M 13.91% -192 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: 100,290 shares; 2023Q4: 99,990 shares; 2024Q1: 99,840 shares; 2024Q2: 99,963 shares; 2024Q3: 109,261 shares; 2024Q4: 110,312 shares; 2025Q1: 110,567 shares; 2025Q2: 110,401 shares 110,401 $24.2M 8.5% -166 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 reported; 2023Q4: 30,854 shares; 2024Q1: 86,942 shares; 2024Q2: 176,772 shares; 2024Q3: 221,968 shares; 2024Q4: 248,761 shares; 2025Q1: 274,782 shares; 2025Q2: 373,482 shares 373,482 $18.8M 6.59% +98,700 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: 27,954 shares; 2023Q4: 27,485 shares; 2024Q1: 32,083 shares; 2024Q2: 32,740 shares; 2024Q3: 32,260 shares; 2024Q4: 32,027 shares; 2025Q1: 32,978 shares; 2025Q2: 29,890 shares 29,890 $18.5M 6.48% -3,088 Timeline PYLD 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: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 232,137 shares; 2024Q3: 321,779 shares; 2024Q4: 355,088 shares; 2025Q1: 590,091 shares; 2025Q2: 631,855 shares 631,855 $16.8M 5.88% +41,764 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 86,551 shares; 2023Q4: 179,207 shares; 2024Q1: 191,205 shares; 2024Q2: 181,281 shares; 2024Q3: 181,356 shares; 2024Q4: 184,112 shares; 2025Q1: 251,432 shares; 2025Q2: 198,466 shares 198,466 $15.1M 5.29% -52,966 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: 799 shares; 2023Q4: 799 shares; 2024Q1: 2,799 shares; 2024Q2: 72,960 shares; 2024Q3: 87,060 shares; 2024Q4: 88,681 shares; 2025Q1: 88,121 shares; 2025Q2: 88,121 shares 88,121 $13.9M 4.88% 0 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: 145,549 shares; 2023Q4: 151,255 shares; 2024Q1: 171,596 shares; 2024Q2: 177,693 shares; 2024Q3: 187,485 shares; 2024Q4: 570,897 shares; 2025Q1: 587,011 shares; 2025Q2: 583,483 shares 583,483 $13.9M 4.88% -3,528 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 reported; 2023Q4: not reported; 2024Q1: 7,545 shares; 2024Q2: 7,545 shares; 2024Q3: 8,358 shares; 2024Q4: 15,598 shares; 2025Q1: 17,320 shares; 2025Q2: 18,168 shares 18,168 $13.4M 4.7% +848 Timeline JQUA 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: 18,126 shares; 2024Q1: 71,493 shares; 2024Q2: 145,671 shares; 2024Q3: 166,810 shares; 2024Q4: 172,361 shares; 2025Q1: 179,046 shares; 2025Q2: 189,710 shares 189,710 $11.4M 4% +10,664 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 46,144 shares; 2023Q4: 48,846 shares; 2024Q1: 53,189 shares; 2024Q2: 39,472 shares; 2024Q3: 49,428 shares; 2024Q4: 51,003 shares; 2025Q1: 59,025 shares; 2025Q2: 59,691 shares 59,691 $10.8M 3.81% +666 Timeline JPIE 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: 132,094 shares; 2025Q1: 167,428 shares; 2025Q2: 222,272 shares 222,272 $10.3M 3.61% +54,844 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: 26,577 shares; 2024Q1: 114,682 shares; 2024Q2: 142,164 shares; 2024Q3: 171,553 shares; 2024Q4: 186,175 shares; 2025Q1: 193,156 shares; 2025Q2: 202,784 shares 202,784 $10.3M 3.61% +9,628 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; 2023Q3: 200,479 shares; 2023Q4: 200,479 shares; 2024Q1: 200,479 shares; 2024Q2: 200,479 shares; 2024Q3: 200,479 shares; 2024Q4: 200,479 shares; 2025Q1: 200,479 shares; 2025Q2: 200,479 shares 200,479 $9.49M 3.33% 0 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: 201,351 shares; 2023Q4: 84,913 shares; 2024Q1: 86,228 shares; 2024Q2: 83,120 shares; 2024Q3: 95,607 shares; 2024Q4: 102,162 shares; 2025Q1: 102,430 shares; 2025Q2: 157,884 shares 157,884 $9M 3.16% +55,454 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: 13,634 shares; 2023Q4: 13,361 shares; 2024Q1: 13,361 shares; 2024Q2: 13,361 shares; 2024Q3: 13,361 shares; 2024Q4: 13,828 shares; 2025Q1: 13,799 shares; 2025Q2: 13,800 shares 13,800 $6.86M 2.41% +1 Timeline AVDV 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: not reported; 2025Q2: 69,973 shares 69,973 $5.55M 1.95% new 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; 2023Q3: 74,852 shares; 2023Q4: 77,434 shares; 2024Q1: 78,022 shares; 2024Q2: 78,473 shares; 2024Q3: 78,949 shares; 2024Q4: 81,703 shares; 2025Q1: 83,692 shares; 2025Q2: 86,111 shares 86,111 $5.37M 1.88% +2,419 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 38,147 shares; 2023Q4: 53,022 shares; 2024Q1: 58,733 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 43,115 shares; 2025Q2: 44,507 shares 44,507 $3.93M 1.38% +1,392 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; 2023Q3: 1,907 shares; 2023Q4: 1,906 shares; 2024Q1: 1,906 shares; 2024Q2: 1,906 shares; 2024Q3: 2,006 shares; 2024Q4: 2,006 shares; 2025Q1: 2,006 shares; 2025Q2: 6,464 shares 6,464 $3.57M 1.25% +4,458 Timeline JSI JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR 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: 59,089 shares; 2025Q1: 62,330 shares; 2025Q2: 63,924 shares 63,924 $3.36M 1.18% +1,594 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: 23,442 shares; 2023Q4: 24,825 shares; 2024Q1: 21,258 shares; 2024Q2: 21,213 shares; 2024Q3: 22,827 shares; 2024Q4: 23,151 shares; 2025Q1: 23,020 shares; 2025Q2: 11,781 shares 11,781 $3.26M 1.14% -11,239 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 reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,128 shares 7,128 $2.17M 0.76% new Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 32,382 shares; 2024Q2: 32,382 shares; 2024Q3: 32,007 shares; 2024Q4: 29,336 shares; 2025Q1: 23,583 shares; 2025Q2: 23,583 shares 23,583 $2M 0.7% 0 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 32,869 shares; 2024Q2: 38,546 shares; 2024Q3: 44,910 shares; 2024Q4: 38,142 shares; 2025Q1: 31,019 shares; 2025Q2: 31,485 shares 31,485 $1.93M 0.68% +466 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 reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 65,523 shares 65,523 $1.45M 0.51% new 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: 3,100 shares; 2023Q4: 3,100 shares; 2024Q1: 3,100 shares; 2024Q2: 3,100 shares; 2024Q3: 7,750 shares; 2024Q4: 8,109 shares; 2025Q1: 8,160 shares; 2025Q2: 7,693 shares 7,693 $1.36M 0.48% -467 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: 24,272 shares; 2023Q4: 35,697 shares; 2024Q1: 38,798 shares; 2024Q2: 41,462 shares; 2024Q3: 39,153 shares; 2024Q4: 39,933 shares; 2025Q1: 38,388 shares; 2025Q2: 5,317 shares 5,317 $937K 0.33% -33,071 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: 311 shares; 2023Q4: 311 shares; 2024Q1: 311 shares; 2024Q2: 311 shares; 2024Q3: 3,110 shares; 2024Q4: 3,110 shares; 2025Q1: 3,110 shares; 2025Q2: 3,110 shares 3,110 $857K 0.3% 0 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: 1,935 shares; 2023Q4: 1,935 shares; 2024Q1: 1,935 shares; 2024Q2: 1,935 shares; 2024Q3: 1,935 shares; 2024Q4: 1,935 shares; 2025Q1: 1,935 shares; 2025Q2: 1,935 shares 1,935 $687K 0.24% 0 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 reported; 2023Q4: 1,358 shares; 2024Q1: 1,443 shares; 2024Q2: 1,443 shares; 2024Q3: 2,062 shares; 2024Q4: 2,062 shares; 2025Q1: 2,062 shares; 2025Q2: 2,062 shares 2,062 $598K 0.21% 0 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: 561 shares; 2023Q4: 561 shares; 2024Q1: 561 shares; 2024Q2: 561 shares; 2024Q3: 561 shares; 2024Q4: 587 shares; 2025Q1: 588 shares; 2025Q2: 588 shares 588 $582K 0.2% 0 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 reported; 2023Q4: not reported; 2024Q1: 1,952 shares; 2024Q2: 1,952 shares; 2024Q3: 1,952 shares; 2024Q4: 1,952 shares; 2025Q1: 1,952 shares; 2025Q2: 1,952 shares 1,952 $427K 0.15% 0 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 1,664 shares; 2023Q4: 1,561 shares; 2024Q1: 1,561 shares; 2024Q2: 1,561 shares; 2024Q3: 1,561 shares; 2024Q4: 2,061 shares; 2025Q1: 2,061 shares; 2025Q2: 2,061 shares 2,061 $383K 0.13% 0 Timeline IEFA 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: 3,903 shares 3,903 $326K 0.11% new Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET 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: 6,321 shares; 2025Q1: 6,247 shares; 2025Q2: 6,247 shares 6,247 $298K 0.1% 0 Timeline USIG 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: 5,421 shares 5,421 $279K 0.1% new Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: 700 shares; 2024Q1: 700 shares; 2024Q2: 700 shares; 2024Q3: 700 shares; 2024Q4: 700 shares; 2025Q1: 700 shares; 2025Q2: 700 shares 700 $277K 0.1% 0 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 1,967 shares; 2023Q4: 1,967 shares; 2024Q1: 1,967 shares; 2024Q2: 1,967 shares; 2024Q3: 1,967 shares; 2024Q4: 1,747 shares; 2025Q1: 1,747 shares; 2025Q2: 1,747 shares 1,747 $261K 0.09% 0 Timeline JMUB 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: 3,956 shares; 2024Q4: 4,468 shares; 2025Q1: 4,499 shares; 2025Q2: 4,950 shares 4,950 $246K 0.09% +451 Timeline IVW 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: 2,229 shares; 2024Q3: 2,229 shares; 2024Q4: 2,229 shares; 2025Q1: 2,229 shares; 2025Q2: 2,229 shares 2,229 $245K 0.09% 0 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: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 390 shares 390 $222K 0.08% new Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES 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: 1,599 shares; 2025Q2: 1,599 shares 1,599 $217K 0.08% 0 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: 1,767 shares; 2023Q4: 1,767 shares; 2024Q1: 1,767 shares; 2024Q2: 1,767 shares; 2024Q3: 1,767 shares; 2024Q4: 1,714 shares; 2025Q1: 1,647 shares; 2025Q2: 1,647 shares 1,647 $217K 0.08% 0 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 reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 446 shares; 2025Q1: 446 shares; 2025Q2: 446 shares 446 $217K 0.08% 0 Timeline IWD 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: 1,092 shares; 2024Q4: 1,092 shares; 2025Q1: 1,092 shares; 2025Q2: 1,092 shares 1,092 $212K 0.07% 0 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC 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: 202 shares; 2025Q1: not reported; 2025Q2: 202 shares 202 $212K 0.07% new Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 443 shares; 2024Q4: 443 shares; 2025Q1: 396 shares; 2025Q2: 396 shares 396 $209K 0.07% 0 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,660 shares; 2025Q1: 1,660 shares; 2025Q2: 1,660 shares 1,660 $205K 0.07% 0 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC 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: 35 shares 35 $203K 0.07% new Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC 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: 850 shares; 2025Q2: 850 shares 850 $203K 0.07% 0 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: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 989 shares 989 $202K 0.07% new Timeline