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; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 19,648 shares; 2024Q1: 20,040 shares; 2024Q2: 18,818 shares; 2024Q3: 18,631 shares; 2024Q4: 18,385 shares; 2025Q1: 39,251 shares 39,251 $22M 8.39% +20,866 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 18,841 shares; 2024Q1: 20,059 shares; 2024Q2: 21,669 shares; 2024Q3: 22,995 shares; 2024Q4: 26,254 shares; 2025Q1: 51,821 shares 51,821 $18.7M 7.13% +25,567 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; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 17,470 shares; 2024Q1: 18,766 shares; 2024Q2: 18,924 shares; 2024Q3: 19,959 shares; 2024Q4: 19,658 shares; 2025Q1: 30,886 shares 30,886 $15.9M 6.05% +11,228 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 61,669 shares; 2024Q1: 64,098 shares; 2024Q2: 59,911 shares; 2024Q3: 59,697 shares; 2024Q4: 59,965 shares; 2025Q1: 104,716 shares 104,716 $12.2M 4.64% +44,751 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 2,672 shares; 2024Q1: 2,211 shares; 2024Q2: 22,047 shares; 2024Q3: 25,809 shares; 2024Q4: 26,141 shares; 2025Q1: 97,500 shares 97,500 $10.6M 4.03% +71,359 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; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 89,707 shares; 2024Q1: 93,359 shares; 2024Q2: 94,923 shares; 2024Q3: 93,626 shares; 2024Q4: 172,050 shares; 2025Q1: 152,328 shares 152,328 $7.74M 2.95% -19,722 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 101,548 shares; 2024Q1: 110,740 shares; 2024Q2: 120,123 shares; 2024Q3: 126,572 shares; 2024Q4: 138,759 shares; 2025Q1: 142,826 shares 142,826 $7.08M 2.7% +4,067 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; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 18,385 shares; 2024Q1: 21,728 shares; 2024Q2: 21,608 shares; 2024Q3: 21,285 shares; 2024Q4: 25,035 shares; 2025Q1: 30,958 shares 30,958 $6.86M 2.62% +5,923 Timeline URTH ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 35,949 shares; 2024Q1: 36,567 shares; 2024Q2: 36,570 shares; 2024Q3: 35,792 shares; 2024Q4: 33,103 shares; 2025Q1: 41,546 shares 41,546 $6.36M 2.42% +8,443 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 49,930 shares; 2024Q1: 50,124 shares; 2024Q2: 51,544 shares; 2024Q3: 51,190 shares; 2024Q4: 59,158 shares; 2025Q1: 71,778 shares 71,778 $5.87M 2.23% +12,620 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 17,364 shares; 2024Q1: 17,676 shares; 2024Q2: 13,379 shares; 2024Q3: 13,733 shares; 2024Q4: 17,919 shares; 2025Q1: 25,582 shares 25,582 $5.68M 2.16% +7,663 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; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 13,066 shares; 2024Q1: 15,938 shares; 2024Q2: 15,408 shares; 2024Q3: 15,215 shares; 2024Q4: 18,224 shares; 2025Q1: 28,339 shares 28,339 $5.39M 2.05% +10,115 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; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: 3,707 shares; 2024Q2: 6,098 shares; 2024Q3: 11,151 shares; 2024Q4: 12,907 shares; 2025Q1: 29,178 shares 29,178 $5.05M 1.93% +16,271 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; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 16,115 shares; 2024Q1: 16,115 shares; 2024Q2: 16,115 shares; 2024Q3: 16,115 shares; 2024Q4: 16,115 shares; 2025Q1: 17,396 shares 17,396 $4.78M 1.82% +1,281 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; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 10,099 shares; 2024Q1: 11,056 shares; 2024Q2: 11,568 shares; 2024Q3: 10,771 shares; 2024Q4: 11,264 shares; 2025Q1: 22,404 shares 22,404 $4.63M 1.76% +11,140 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 38,269 shares 38,269 $4.5M 1.71% new Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 8,725 shares; 2024Q1: 8,725 shares; 2024Q2: 9,808 shares; 2024Q3: 10,430 shares; 2024Q4: 15,172 shares; 2025Q1: 23,649 shares 23,649 $4.45M 1.7% +8,477 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 56,075 shares; 2024Q1: 56,075 shares; 2024Q2: 47,420 shares; 2024Q3: 45,668 shares; 2024Q4: 32,124 shares; 2025Q1: 76,920 shares 76,920 $4.15M 1.58% +44,796 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; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 31,756 shares; 2024Q1: 33,392 shares; 2024Q2: 32,998 shares; 2024Q3: 32,998 shares; 2024Q4: 42,980 shares; 2025Q1: 44,889 shares 44,889 $3.71M 1.41% +1,909 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 53,389 shares; 2024Q1: 57,969 shares; 2024Q2: 62,676 shares; 2024Q3: 70,288 shares; 2024Q4: 73,696 shares; 2025Q1: 102,677 shares 102,677 $3.4M 1.3% +28,981 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 132,766 shares; 2024Q1: 136,540 shares; 2024Q2: 138,524 shares; 2024Q3: 118,486 shares; 2024Q4: 112,422 shares; 2025Q1: 139,387 shares 139,387 $3.09M 1.18% +26,965 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 7,951 shares; 2024Q1: 8,225 shares; 2024Q2: 8,366 shares; 2024Q3: 7,512 shares; 2024Q4: 7,150 shares; 2025Q1: 9,342 shares 9,342 $2.89M 1.1% +2,192 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; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 2,548 shares; 2024Q1: 2,582 shares; 2024Q2: 2,623 shares; 2024Q3: 2,670 shares; 2024Q4: 3,326 shares; 2025Q1: 4,923 shares 4,923 $2.84M 1.08% +1,597 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; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: 547 shares; 2024Q2: 604 shares; 2024Q3: 657 shares; 2024Q4: 1,146 shares; 2025Q1: 5,236 shares 5,236 $2.79M 1.06% +4,090 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 6,955 shares; 2024Q1: 6,987 shares; 2024Q2: 6,955 shares; 2024Q3: 6,955 shares; 2024Q4: 6,676 shares; 2025Q1: 36,656 shares 36,656 $2.77M 1.06% +29,980 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 87,381 shares; 2024Q1: 85,682 shares; 2024Q2: 84,985 shares; 2024Q3: 80,965 shares; 2024Q4: 68,547 shares; 2025Q1: 126,731 shares 126,731 $2.74M 1.05% +58,184 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; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 41,180 shares; 2024Q1: 39,993 shares; 2024Q2: 20,277 shares; 2024Q3: 21,284 shares; 2024Q4: 94,078 shares; 2025Q1: 60,000 shares 60,000 $2.72M 1.03% -34,078 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; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 161,454 shares; 2024Q1: 166,598 shares; 2024Q2: 182,254 shares; 2024Q3: 129,573 shares; 2024Q4: 144,940 shares; 2025Q1: 174,469 shares 174,469 $2.62M 1% +29,529 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 5,322 shares; 2024Q1: 5,412 shares; 2024Q2: 5,686 shares; 2024Q3: 5,605 shares; 2024Q4: 7,827 shares; 2025Q1: 6,872 shares 6,872 $2.58M 0.98% -955 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; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 18,809 shares; 2024Q1: 18,809 shares; 2024Q2: 18,493 shares; 2024Q3: 18,493 shares; 2024Q4: 18,493 shares; 2025Q1: 26,939 shares 26,939 $2.5M 0.95% +8,446 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 7,296 shares; 2024Q1: 7,296 shares; 2024Q2: 7,296 shares; 2024Q3: 7,296 shares; 2024Q4: 7,296 shares; 2025Q1: 26,462 shares 26,462 $2.46M 0.94% +19,166 Timeline DFLV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 8,890 shares; 2024Q1: 18,616 shares; 2024Q2: 26,148 shares; 2024Q3: 37,136 shares; 2024Q4: 33,343 shares; 2025Q1: 77,809 shares 77,809 $2.38M 0.91% +44,466 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 3,006 shares; 2024Q1: 3,006 shares; 2024Q2: 3,006 shares; 2024Q3: 3,006 shares; 2024Q4: 3,006 shares; 2025Q1: 5,222 shares 5,222 $2.2M 0.84% +2,216 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; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 13,328 shares; 2024Q1: 13,328 shares; 2024Q2: 12,235 shares; 2024Q3: 12,235 shares; 2024Q4: 11,547 shares; 2025Q1: 18,247 shares 18,247 $2.12M 0.81% +6,700 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 4,760 shares; 2024Q1: 4,760 shares; 2024Q2: 4,760 shares; 2024Q3: 4,760 shares; 2024Q4: 4,340 shares; 2025Q1: 15,568 shares 15,568 $2.09M 0.8% +11,228 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 197 shares; 2024Q1: 184 shares; 2024Q2: 571 shares; 2024Q3: 5,716 shares; 2024Q4: 5,905 shares; 2025Q1: 12,353 shares 12,353 $2.07M 0.79% +6,448 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; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 26,093 shares; 2024Q1: 26,093 shares; 2024Q2: 26,199 shares; 2024Q3: 27,753 shares; 2024Q4: 25,176 shares; 2025Q1: 24,257 shares 24,257 $2.05M 0.78% -919 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; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: 3,229 shares; 2024Q2: 3,236 shares; 2024Q3: 3,486 shares; 2024Q4: 6,842 shares; 2025Q1: 11,890 shares 11,890 $2.03M 0.77% +5,048 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 33,206 shares; 2024Q1: 34,132 shares; 2024Q2: 33,136 shares; 2024Q3: 19,287 shares; 2024Q4: 17,864 shares; 2025Q1: 43,625 shares 43,625 $1.91M 0.73% +25,761 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; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 8,024 shares; 2024Q1: 8,024 shares; 2024Q2: 8,024 shares; 2024Q3: 8,078 shares; 2024Q4: 8,078 shares; 2025Q1: 9,713 shares 9,713 $1.88M 0.72% +1,635 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 10,509 shares; 2024Q1: 10,773 shares; 2024Q2: 10,926 shares; 2024Q3: 11,075 shares; 2024Q4: 10,974 shares; 2025Q1: 9,333 shares 9,333 $1.86M 0.71% -1,641 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 5,495 shares; 2024Q1: 5,375 shares; 2024Q2: 5,337 shares; 2024Q3: 4,733 shares; 2024Q4: 5,312 shares; 2025Q1: 11,592 shares 11,592 $1.81M 0.69% +6,280 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 2,474 shares; 2024Q1: 2,465 shares; 2024Q2: 2,002 shares; 2024Q3: 2,014 shares; 2024Q4: 2,097 shares; 2025Q1: 2,183 shares 2,183 $1.74M 0.66% +86 Timeline GBDC GOLUB CAP BDC INC More: the full row for GOLUB CAP BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 131,245 shares; 2024Q1: 131,370 shares; 2024Q2: 144,889 shares; 2024Q3: 98,785 shares; 2024Q4: 103,140 shares; 2025Q1: 113,017 shares 113,017 $1.71M 0.65% +9,877 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; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 14,310 shares; 2024Q1: 14,310 shares; 2024Q2: 14,310 shares; 2024Q3: 14,310 shares; 2024Q4: 14,310 shares; 2025Q1: 25,981 shares 25,981 $1.58M 0.6% +11,671 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 4,553 shares; 2024Q1: 4,171 shares; 2024Q2: 4,034 shares; 2024Q3: 3,685 shares; 2024Q4: 4,799 shares; 2025Q1: 5,949 shares 5,949 $1.54M 0.59% +1,150 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 8,586 shares; 2024Q1: 9,360 shares; 2024Q2: 8,864 shares; 2024Q3: 9,016 shares; 2024Q4: 8,652 shares; 2025Q1: 10,036 shares 10,036 $1.52M 0.58% +1,384 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; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 1,373 shares; 2024Q1: 1,373 shares; 2024Q2: 1,373 shares; 2024Q3: 1,373 shares; 2024Q4: 1,360 shares; 2025Q1: 7,676 shares 7,676 $1.43M 0.54% +6,316 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 20,789 shares; 2024Q1: 20,789 shares; 2024Q2: 19,329 shares; 2024Q3: 19,329 shares; 2024Q4: 19,329 shares; 2025Q1: 19,329 shares 19,329 $1.42M 0.54% 0 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 1,407 shares; 2024Q1: 1,374 shares; 2024Q2: 1,102 shares; 2024Q3: 1,089 shares; 2024Q4: 1,181 shares; 2025Q1: 1,509 shares 1,509 $1.41M 0.54% +328 Timeline KNX KNIGHT-SWIFT TRANSN HLDGS IN More: the full row for KNIGHT-SWIFT TRANSN HLDGS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 32,134 shares 32,134 $1.4M 0.53% new Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 3,508 shares; 2024Q1: 3,794 shares; 2024Q2: 4,284 shares; 2024Q3: 3,756 shares; 2024Q4: 5,783 shares; 2025Q1: 8,841 shares 8,841 $1.37M 0.52% +3,058 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 22,555 shares 22,555 $1.3M 0.49% new Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 5,681 shares; 2024Q4: 5,681 shares; 2025Q1: 24,973 shares 24,973 $1.29M 0.49% +19,292 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 11,418 shares; 2024Q1: 11,418 shares; 2024Q2: 10,270 shares; 2024Q3: 9,763 shares; 2024Q4: 10,285 shares; 2025Q1: 13,091 shares 13,091 $1.25M 0.48% +2,806 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 13,235 shares; 2024Q3: 11,592 shares; 2024Q4: 6,220 shares; 2025Q1: 11,792 shares 11,792 $1.07M 0.41% +5,572 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; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 2,010 shares; 2024Q1: 2,010 shares; 2024Q2: 1,689 shares; 2024Q3: 2,264 shares; 2024Q4: 2,301 shares; 2025Q1: 3,038 shares 3,038 $1.07M 0.41% +737 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; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 12,828 shares; 2024Q1: 12,828 shares; 2024Q2: 12,828 shares; 2024Q3: 12,828 shares; 2024Q4: 12,828 shares; 2025Q1: 12,828 shares 12,828 $1.03M 0.39% 0 Timeline CGBD CARLYLE SECURED LENDING INC More: the full row for CARLYLE SECURED LENDING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 47,367 shares; 2024Q1: 45,473 shares; 2024Q2: 55,582 shares; 2024Q3: 58,273 shares; 2024Q4: 58,664 shares; 2025Q1: 61,517 shares 61,517 $1.02M 0.39% +2,853 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; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,864 shares 3,864 $999K 0.38% new Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,753 shares 3,753 $965K 0.37% new 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; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,047 shares; 2025Q1: 3,858 shares 3,858 $946K 0.36% +1,811 Timeline XLF 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; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 9,324 shares; 2024Q1: 9,324 shares; 2024Q2: 8,591 shares; 2024Q3: 8,588 shares; 2024Q4: 7,545 shares; 2025Q1: 18,961 shares 18,961 $944K 0.36% +11,416 Timeline PAR PAR TECHNOLOGY CORP More: the full row for PAR TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 46,193 shares; 2024Q1: 40,005 shares; 2024Q2: 40,010 shares; 2024Q3: 35,010 shares; 2024Q4: 22,510 shares; 2025Q1: 15,010 shares 15,010 $921K 0.35% -7,500 Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,879 shares 8,879 $846K 0.32% new Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 11,075 shares; 2024Q1: 11,075 shares; 2024Q2: 11,075 shares; 2024Q3: 11,075 shares; 2024Q4: 11,075 shares; 2025Q1: 11,637 shares 11,637 $739K 0.28% +562 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; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 335 shares; 2024Q1: 322 shares; 2024Q2: 342 shares; 2024Q3: 331 shares; 2024Q4: 521 shares; 2025Q1: 765 shares 765 $724K 0.28% +244 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 2,929 shares; 2024Q1: 3,038 shares; 2024Q2: 3,042 shares; 2024Q3: 3,179 shares; 2024Q4: 3,272 shares; 2025Q1: 4,898 shares 4,898 $702K 0.27% +1,626 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 965 shares; 2025Q1: 1,875 shares 1,875 $657K 0.25% +910 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,260 shares 2,260 $577K 0.22% new 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; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,210 shares 3,210 $554K 0.21% new 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; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 385 shares; 2025Q1: 660 shares 660 $545K 0.21% +275 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 3,621 shares; 2024Q1: 3,622 shares; 2024Q2: 2,996 shares; 2024Q3: 3,004 shares; 2024Q4: 2,576 shares; 2025Q1: 3,129 shares 3,129 $539K 0.21% +553 Timeline SPLV 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; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 7,082 shares; 2024Q1: 7,082 shares; 2024Q2: 7,082 shares; 2024Q3: 7,082 shares; 2024Q4: 7,082 shares; 2025Q1: 7,082 shares 7,082 $529K 0.2% 0 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; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 965 shares 965 $527K 0.2% 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; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 5,192 shares; 2024Q1: 5,187 shares; 2024Q2: 3,365 shares; 2024Q3: 3,448 shares; 2024Q4: 4,562 shares; 2025Q1: 6,916 shares 6,916 $504K 0.19% +2,354 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 23,071 shares; 2024Q1: 23,937 shares; 2024Q2: 17,332 shares; 2024Q3: 12,226 shares; 2024Q4: 11,616 shares; 2025Q1: 11,616 shares 11,616 $489K 0.19% 0 Timeline VTWV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 3,627 shares; 2024Q1: 3,627 shares; 2024Q2: 3,627 shares; 2024Q3: 3,627 shares; 2024Q4: 3,627 shares; 2025Q1: 3,627 shares 3,627 $483K 0.18% 0 Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 8,693 shares; 2025Q1: 8,038 shares 8,038 $463K 0.18% -655 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; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 8,561 shares; 2024Q1: 8,561 shares; 2024Q2: 7,365 shares; 2024Q3: 7,365 shares; 2024Q4: 7,365 shares; 2025Q1: 7,365 shares 7,365 $457K 0.17% 0 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; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 3,111 shares; 2024Q1: 3,111 shares; 2024Q2: 3,111 shares; 2024Q3: 3,111 shares; 2024Q4: 3,111 shares; 2025Q1: 4,360 shares 4,360 $432K 0.16% +1,249 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,601 shares 2,601 $431K 0.16% new 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; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 2,207 shares; 2024Q1: 2,309 shares; 2024Q2: 2,365 shares; 2024Q3: 1,863 shares; 2024Q4: not reported; 2025Q1: 4,075 shares 4,075 $419K 0.16% new Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 2,078 shares; 2024Q1: 1,992 shares; 2024Q2: 874 shares; 2024Q3: 895 shares; 2024Q4: 1,066 shares; 2025Q1: 1,531 shares 1,531 $411K 0.16% +465 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; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 1,037 shares; 2024Q1: 1,062 shares; 2024Q2: 1,062 shares; 2024Q3: 1,062 shares; 2024Q4: 1,063 shares; 2025Q1: 1,107 shares 1,107 $410K 0.16% +44 Timeline AIA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 5,784 shares; 2024Q1: 5,855 shares; 2024Q2: 5,735 shares; 2024Q3: 5,672 shares; 2024Q4: 5,105 shares; 2025Q1: 5,596 shares 5,596 $405K 0.15% +491 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 480 shares; 2025Q1: 727 shares 727 $399K 0.15% +247 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 14,382 shares; 2024Q1: 13,868 shares; 2024Q2: 12,525 shares; 2024Q3: 9,479 shares; 2024Q4: 6,194 shares; 2025Q1: 8,221 shares 8,221 $391K 0.15% +2,027 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 3,106 shares; 2025Q1: 4,439 shares 4,439 $391K 0.15% +1,333 Timeline GSBD GOLDMAN SACHS BDC INC More: the full row for GOLDMAN SACHS BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 78,985 shares; 2024Q1: 83,649 shares; 2024Q2: 80,966 shares; 2024Q3: 47,076 shares; 2024Q4: 28,306 shares; 2025Q1: 32,210 shares 32,210 $390K 0.15% +3,904 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; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,277 shares 3,277 $390K 0.15% new Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,213 shares; 2025Q1: 2,620 shares 2,620 $366K 0.14% +1,407 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 2,837 shares; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,981 shares; 2024Q4: not reported; 2025Q1: 2,678 shares 2,678 $354K 0.13% new Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,126 shares 1,126 $352K 0.13% new 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; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,036 shares 2,036 $347K 0.13% new Timeline XLE 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; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,530 shares 3,530 $330K 0.13% new Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 108,141 shares; 2024Q1: 68,140 shares; 2024Q2: 68,150 shares; 2024Q3: 63,345 shares; 2024Q4: 65,312 shares; 2025Q1: 8,063 shares 8,063 $326K 0.12% -57,249 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; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 583 shares 583 $316K 0.12% new 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; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 673 shares 673 $316K 0.12% new 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; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 587 shares 587 $307K 0.12% new Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,424 shares 1,424 $298K 0.11% new Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,548 shares 1,548 $291K 0.11% new Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 853 shares 853 $281K 0.11% new Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 825 shares; 2025Q1: 1,025 shares 1,025 $276K 0.11% +200 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,485 shares 1,485 $271K 0.1% new Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 1,392 shares; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 870 shares 870 $267K 0.1% 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; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,769 shares 1,769 $265K 0.1% new 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; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,334 shares 6,334 $264K 0.1% new Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,442 shares 8,442 $264K 0.1% 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; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,463 shares 3,463 $250K 0.1% new 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; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 674 shares 674 $247K 0.09% new Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 636 shares 636 $244K 0.09% new 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; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,148 shares 6,148 $242K 0.09% new 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; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 837 shares 837 $241K 0.09% new Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 3,915 shares; 2024Q1: 3,965 shares; 2024Q2: 3,965 shares; 2024Q3: 4,123 shares; 2024Q4: 3,944 shares; 2025Q1: 4,026 shares 4,026 $241K 0.09% +82 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,520 shares 1,520 $233K 0.09% new Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,374 shares 1,374 $230K 0.09% new 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; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,999 shares 7,999 $226K 0.09% 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; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,658 shares 1,658 $220K 0.08% new Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,259 shares 1,259 $217K 0.08% new Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 455 shares 455 $212K 0.08% new Timeline SSO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 3,180 shares; 2024Q1: 3,180 shares; 2024Q2: 2,505 shares; 2024Q3: 2,505 shares; 2024Q4: 2,505 shares; 2025Q1: 2,505 shares 2,505 $208K 0.08% 0 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; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,144 shares 1,144 $206K 0.08% new Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,424 shares; 2024Q4: not reported; 2025Q1: 2,424 shares 2,424 $201K 0.08% new Timeline FRSH FRESHWORKS INC More: the full row for FRESHWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 11,102 shares; 2025Q1: 12,495 shares 12,495 $176K 0.07% +1,393 Timeline POET POET TECHNOLOGIES INC More: the full row for POET TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 41,000 shares; 2025Q1: 41,000 shares 41,000 $155K 0.06% 0 Timeline PTON PELOTON INTERACTIVE INC More: the full row for PELOTON INTERACTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 10,000 shares; 2024Q1: 10,000 shares; 2024Q2: 10,000 shares; 2024Q3: 10,125 shares; 2024Q4: 10,113 shares; 2025Q1: 10,257 shares 10,257 $64.8K 0.02% +144 Timeline Reviva Pharmaceuticals Hold… Reviva Pharmaceuticals Holdings I… More: the full row for Reviva Pharmaceuticals Holdings Inc Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 10,378 shares; 2024Q1: 10,378 shares; 2024Q2: 10,378 shares; 2024Q3: 10,378 shares; 2024Q4: 10,378 shares; 2025Q1: 47,185 shares 47,185 $45K 0.02% +36,807