IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 121,400 shares; 2023Q3: 122,889 shares; 2023Q4: 124,213 shares; 2024Q1: 124,051 shares; 2024Q2: 123,267 shares; 2024Q3: 123,635 shares; 2024Q4: 124,327 shares; 2025Q1: 125,192 shares 125,192 $70.3M 35.8% +865 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; 2023Q2: 325,419 shares; 2023Q3: 374,046 shares; 2023Q4: 422,075 shares; 2024Q1: 446,292 shares; 2024Q2: 488,274 shares; 2024Q3: 513,335 shares; 2024Q4: 551,845 shares; 2025Q1: 630,822 shares 630,822 $20.8M 10.59% +78,977 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; 2023Q2: 22 shares; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 17 shares; 2024Q2: not reported; 2024Q3: 17 shares; 2024Q4: 15 shares; 2025Q1: 15 shares 15 $12M 6.1% 0 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 74,106 shares; 2023Q3: 77,025 shares; 2023Q4: 83,515 shares; 2024Q1: 85,002 shares; 2024Q2: 87,455 shares; 2024Q3: 91,843 shares; 2024Q4: 93,716 shares; 2025Q1: 95,897 shares 95,897 $10M 5.1% +2,181 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: 37,879 shares; 2023Q3: 37,313 shares; 2023Q4: 37,226 shares; 2024Q1: 36,776 shares; 2024Q2: 36,714 shares; 2024Q3: 36,422 shares; 2024Q4: 36,488 shares; 2025Q1: 36,384 shares 36,384 $10M 5.09% -104 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 185,625 shares; 2023Q3: 197,941 shares; 2023Q4: 219,109 shares; 2024Q1: 228,126 shares; 2024Q2: 245,768 shares; 2024Q3: 258,767 shares; 2024Q4: 269,456 shares; 2025Q1: 274,231 shares 274,231 $7.72M 3.93% +4,775 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: 55,490 shares; 2023Q3: 65,950 shares; 2023Q4: 119,687 shares; 2024Q1: 124,861 shares; 2024Q2: 149,227 shares; 2024Q3: 182,617 shares; 2024Q4: 195,419 shares; 2025Q1: 233,646 shares 233,646 $7.3M 3.71% +38,227 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 25,369 shares; 2023Q3: 25,269 shares; 2023Q4: 25,282 shares; 2024Q1: 126,408 shares; 2024Q2: 125,485 shares; 2024Q3: 125,000 shares; 2024Q4: 125,051 shares; 2025Q1: 124,166 shares 124,166 $7.25M 3.69% -885 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: 18,622 shares; 2023Q3: 18,623 shares; 2023Q4: 18,712 shares; 2024Q1: 18,823 shares; 2024Q2: 19,111 shares; 2024Q3: 19,099 shares; 2024Q4: 19,096 shares; 2025Q1: 18,790 shares 18,790 $4.17M 2.12% -306 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; 2023Q2: 6,213 shares; 2023Q3: 6,215 shares; 2023Q4: 6,146 shares; 2024Q1: 6,148 shares; 2024Q2: 6,149 shares; 2024Q3: 6,151 shares; 2024Q4: 6,152 shares; 2025Q1: 6,903 shares 6,903 $3.86M 1.97% +751 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: 11,726 shares; 2023Q3: 13,550 shares; 2023Q4: 21,825 shares; 2024Q1: 23,943 shares; 2024Q2: 30,110 shares; 2024Q3: 29,496 shares; 2024Q4: 30,576 shares; 2025Q1: 35,148 shares 35,148 $3.2M 1.63% +4,572 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; 2023Q2: 73,828 shares; 2023Q3: 72,809 shares; 2023Q4: 62,329 shares; 2024Q1: 58,412 shares; 2024Q2: 57,626 shares; 2024Q3: 53,123 shares; 2024Q4: 46,249 shares; 2025Q1: 41,813 shares 41,813 $3.07M 1.56% -4,436 Timeline CLPT CLEARPOINT NEURO INC More: the full row for CLEARPOINT NEURO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 185,475 shares; 2023Q3: 188,084 shares; 2023Q4: 232,263 shares; 2024Q1: 244,387 shares; 2024Q2: 244,387 shares; 2024Q3: 244,422 shares; 2024Q4: 244,422 shares; 2025Q1: 245,347 shares 245,347 $2.92M 1.48% +925 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 27,576 shares; 2023Q3: 27,060 shares; 2023Q4: 30,585 shares; 2024Q1: 29,076 shares; 2024Q2: 30,230 shares; 2024Q3: 26,974 shares; 2024Q4: 26,688 shares; 2025Q1: 26,877 shares 26,877 $2.66M 1.35% +189 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: 14,741 shares; 2023Q3: 14,287 shares; 2023Q4: 15,768 shares; 2024Q1: 15,901 shares; 2024Q2: 18,829 shares; 2024Q3: 18,606 shares; 2024Q4: 21,414 shares; 2025Q1: 43,817 shares 43,817 $2.62M 1.33% +22,403 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; 2023Q2: 83,317 shares; 2023Q3: 83,828 shares; 2023Q4: 83,752 shares; 2024Q1: 83,501 shares; 2024Q2: 83,614 shares; 2024Q3: 83,652 shares; 2024Q4: 83,814 shares; 2025Q1: 84,577 shares 84,577 $2.35M 1.2% +763 Timeline PRF 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: 10,528 shares; 2023Q3: 52,650 shares; 2023Q4: 50,960 shares; 2024Q1: 49,370 shares; 2024Q2: 49,425 shares; 2024Q3: 49,387 shares; 2024Q4: 49,395 shares; 2025Q1: 48,884 shares 48,884 $1.98M 1.01% -511 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: 667 shares; 2023Q3: 667 shares; 2023Q4: 667 shares; 2024Q1: 1,397 shares; 2024Q2: 1,287 shares; 2024Q3: 2,922 shares; 2024Q4: 3,672 shares; 2025Q1: 3,672 shares 3,672 $1.96M 1% 0 Timeline SPTM 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: 23,723 shares; 2023Q3: 23,549 shares; 2023Q4: 23,140 shares; 2024Q1: 25,352 shares; 2024Q2: 32,645 shares; 2024Q3: 26,689 shares; 2024Q4: 26,565 shares; 2025Q1: 26,335 shares 26,335 $1.79M 0.91% -230 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 29,063 shares; 2023Q3: 27,618 shares; 2023Q4: 26,494 shares; 2024Q1: 26,577 shares; 2024Q2: 26,361 shares; 2024Q3: 26,403 shares; 2024Q4: 26,089 shares; 2025Q1: 22,961 shares 22,961 $1.76M 0.89% -3,128 Timeline DFAE 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: 51,157 shares; 2023Q3: 53,464 shares; 2023Q4: 51,878 shares; 2024Q1: 51,704 shares; 2024Q2: 57,258 shares; 2024Q3: 57,338 shares; 2024Q4: 58,856 shares; 2025Q1: 62,651 shares 62,651 $1.62M 0.83% +3,795 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 42,121 shares; 2023Q3: 46,921 shares; 2023Q4: 50,245 shares; 2024Q1: 50,728 shares; 2024Q2: 53,712 shares; 2024Q3: 60,871 shares; 2024Q4: 61,218 shares; 2025Q1: 60,570 shares 60,570 $1.6M 0.82% -648 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; 2023Q2: 17,059 shares; 2023Q3: 16,999 shares; 2023Q4: 17,070 shares; 2024Q1: 17,123 shares; 2024Q2: 22,750 shares; 2024Q3: 18,363 shares; 2024Q4: 55,284 shares; 2025Q1: 55,453 shares 55,453 $1.19M 0.61% +169 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: 2,061 shares; 2023Q3: 2,061 shares; 2023Q4: 2,061 shares; 2024Q1: 2,061 shares; 2024Q2: 2,065 shares; 2024Q3: 2,061 shares; 2024Q4: 2,061 shares; 2025Q1: 2,061 shares 2,061 $1.13M 0.57% 0 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 4,580 shares; 2023Q3: 4,680 shares; 2023Q4: 4,430 shares; 2024Q1: 4,430 shares; 2024Q2: 4,430 shares; 2024Q3: 4,096 shares; 2024Q4: 4,096 shares; 2025Q1: 3,010 shares 3,010 $1.12M 0.57% -1,086 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: 4,470 shares; 2023Q3: 4,436 shares; 2023Q4: 4,081 shares; 2024Q1: 4,028 shares; 2024Q2: 4,028 shares; 2024Q3: 4,033 shares; 2024Q4: 4,026 shares; 2025Q1: 3,932 shares 3,932 $872K 0.44% -94 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: 14,957 shares; 2023Q3: 14,706 shares; 2023Q4: 14,841 shares; 2024Q1: 14,404 shares; 2024Q2: 14,253 shares; 2024Q3: 12,828 shares; 2024Q4: 13,020 shares; 2025Q1: 12,979 shares 12,979 $825K 0.42% -41 Timeline DFAU 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: 20,809 shares; 2023Q3: 20,893 shares; 2023Q4: 19,166 shares; 2024Q1: 19,006 shares; 2024Q2: 19,621 shares; 2024Q3: 19,612 shares; 2024Q4: 19,614 shares; 2025Q1: 19,581 shares 19,581 $753K 0.38% -33 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: 1,099 shares; 2023Q3: 1,103 shares; 2023Q4: 1,111 shares; 2024Q1: 1,165 shares; 2024Q2: 1,114 shares; 2024Q3: 1,296 shares; 2024Q4: 1,322 shares; 2025Q1: 1,326 shares 1,326 $681K 0.35% +4 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: 16,848 shares; 2023Q3: 16,546 shares; 2023Q4: 16,742 shares; 2024Q1: 16,349 shares; 2024Q2: 16,079 shares; 2024Q3: 12,967 shares; 2024Q4: 13,141 shares; 2025Q1: 13,175 shares 13,175 $670K 0.34% +34 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: 3,399 shares; 2023Q3: 3,399 shares; 2023Q4: 3,399 shares; 2024Q1: 3,399 shares; 2024Q2: 3,465 shares; 2024Q3: 3,399 shares; 2024Q4: 3,399 shares; 2025Q1: 3,399 shares 3,399 $647K 0.33% 0 Timeline VOT 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: 3,148 shares; 2023Q3: 3,152 shares; 2023Q4: 2,606 shares; 2024Q1: 2,609 shares; 2024Q2: 2,609 shares; 2024Q3: 2,614 shares; 2024Q4: 2,617 shares; 2025Q1: 2,620 shares 2,620 $641K 0.33% +3 Timeline AQST AQUESTIVE THERAPEUTICS INC More: the full row for AQUESTIVE THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 86,213 shares; 2024Q2: 118,561 shares; 2024Q3: 142,941 shares; 2024Q4: 143,051 shares; 2025Q1: 218,381 shares 218,381 $633K 0.32% +75,330 Timeline TMDX TRANSMEDICS GROUP INC More: the full row for TRANSMEDICS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,715 shares; 2024Q3: 3,486 shares; 2024Q4: 5,920 shares; 2025Q1: 8,987 shares 8,987 $605K 0.31% +3,067 Timeline DFIS 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: 18,684 shares; 2023Q3: 22,594 shares; 2023Q4: 22,627 shares; 2024Q1: 22,620 shares; 2024Q2: 22,680 shares; 2024Q3: 22,696 shares; 2024Q4: 22,732 shares; 2025Q1: 22,570 shares 22,570 $583K 0.3% -162 Timeline VKTX VIKING THERAPEUTICS INC More: the full row for VIKING THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 9,846 shares; 2024Q2: 12,584 shares; 2024Q3: 13,780 shares; 2024Q4: 15,295 shares; 2025Q1: 21,286 shares 21,286 $514K 0.26% +5,991 Timeline VERONA PHARMA PLC VERONA PHARMA PLC More: the full row for VERONA PHARMA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 12,045 shares; 2023Q3: 10,445 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 7,745 shares; 2024Q4: 7,745 shares; 2025Q1: 8,060 shares 8,060 $512K 0.26% +315 DUSB 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 reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,933 shares 9,933 $504K 0.26% new 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: 1,731 shares; 2023Q3: 1,731 shares; 2023Q4: 1,658 shares; 2024Q1: 1,659 shares; 2024Q2: 1,659 shares; 2024Q3: 1,659 shares; 2024Q4: 1,390 shares; 2025Q1: 1,390 shares 1,390 $502K 0.26% 0 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 10,134 shares; 2023Q3: 9,672 shares; 2023Q4: 8,489 shares; 2024Q1: 7,967 shares; 2024Q2: 8,027 shares; 2024Q3: 7,681 shares; 2024Q4: 7,740 shares; 2025Q1: 7,542 shares 7,542 $457K 0.23% -198 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; 2023Q2: 5,658 shares; 2023Q3: 5,658 shares; 2023Q4: 5,658 shares; 2024Q1: 5,658 shares; 2024Q2: 5,658 shares; 2024Q3: 5,658 shares; 2024Q4: 5,658 shares; 2025Q1: 5,658 shares 5,658 $447K 0.23% 0 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: 2,327 shares; 2023Q3: 2,284 shares; 2023Q4: 2,072 shares; 2024Q1: 2,072 shares; 2024Q2: 2,072 shares; 2024Q3: 2,072 shares; 2024Q4: 2,072 shares; 2025Q1: 2,072 shares 2,072 $386K 0.2% 0 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: 2,862 shares; 2023Q3: 2,862 shares; 2023Q4: 2,862 shares; 2024Q1: 2,800 shares; 2024Q2: 2,800 shares; 2024Q3: 2,800 shares; 2024Q4: 2,800 shares; 2025Q1: 2,800 shares 2,800 $329K 0.17% 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; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 265 shares; 2024Q3: 317 shares; 2024Q4: 317 shares; 2025Q1: 337 shares 337 $319K 0.16% +20 Timeline VCLT 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: 3,200 shares; 2023Q3: 3,200 shares; 2023Q4: 3,200 shares; 2024Q1: 3,200 shares; 2024Q2: 3,200 shares; 2024Q3: 3,200 shares; 2024Q4: 3,200 shares; 2025Q1: 3,200 shares 3,200 $243K 0.12% 0 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 1,448 shares; 2023Q3: 1,449 shares; 2023Q4: 1,449 shares; 2024Q1: 1,450 shares; 2024Q2: 1,451 shares; 2024Q3: 1,453 shares; 2024Q4: 1,454 shares; 2025Q1: 1,455 shares 1,455 $240K 0.12% +1 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 reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 3,129 shares; 2024Q4: 3,179 shares; 2025Q1: 2,705 shares 2,705 $237K 0.12% -474 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 reported; 2023Q3: 3,920 shares; 2023Q4: 3,972 shares; 2024Q1: 3,972 shares; 2024Q2: 4,042 shares; 2024Q3: 3,014 shares; 2024Q4: 3,061 shares; 2025Q1: 3,061 shares 3,061 $232K 0.12% 0 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 reported; 2023Q3: 1,550 shares; 2023Q4: 1,550 shares; 2024Q1: 1,550 shares; 2024Q2: 2,259 shares; 2024Q3: 1,551 shares; 2024Q4: 1,652 shares; 2025Q1: 1,452 shares 1,452 $225K 0.11% -200 Timeline