IVV 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 loaded; 2024Q1: 31,172 shares; 2024Q2: 31,208 shares; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 29,336 shares 29,336 $16.5M 12.63% 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: not loaded; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: 10,626 shares; 2024Q2: 10,341 shares; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 9,115 shares 9,115 $5.1M 3.91% 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: not loaded; 2024Q1: 14,261 shares; 2024Q2: 13,167 shares; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 12,826 shares 12,826 $3.53M 2.7% Timeline GOVT 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 loaded; 2024Q1: 24,951 shares; 2024Q2: 65,213 shares; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 133,455 shares 133,455 $3.07M 2.35% 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 loaded; 2024Q1: 9,675 shares; 2024Q2: 9,683 shares; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 9,809 shares 9,809 $2.83M 2.17% Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: 32,710 shares; 2024Q2: 33,010 shares; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 100,908 shares 100,908 $2.82M 2.16% 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: not loaded; 2024Q1: 11,519 shares; 2024Q2: 11,644 shares; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 12,069 shares 12,069 $2.68M 2.05% Timeline JCPB 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; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 48,925 shares 48,925 $2.3M 1.76% 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: not loaded; 2024Q1: 28,248 shares; 2024Q2: 27,383 shares; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 27,775 shares 27,775 $2.27M 1.74% Timeline HELO 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; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 36,181 shares 36,181 $2.16M 1.65% 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: not loaded; 2024Q1: 9,864 shares; 2024Q2: 9,572 shares; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 9,184 shares 9,184 $2.04M 1.56% Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: 15,433 shares; 2024Q2: 15,080 shares; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 15,443 shares 15,443 $1.99M 1.53% Timeline LQD 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 loaded; 2024Q1: 9,809 shares; 2024Q2: 10,764 shares; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 17,981 shares 17,981 $1.95M 1.5% 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 loaded; 2024Q1: 3,660 shares; 2024Q2: 3,660 shares; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 3,530 shares 3,530 $1.88M 1.44% Timeline MBB 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 loaded; 2024Q1: 19,154 shares; 2024Q2: 18,890 shares; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 18,760 shares 18,760 $1.76M 1.35% 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: not loaded; 2024Q1: 26,089 shares; 2024Q2: 26,342 shares; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 26,905 shares 26,905 $1.67M 1.28% 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 loaded; 2024Q1: 6,212 shares; 2024Q2: 6,013 shares; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 3,558 shares 3,558 $1.67M 1.28% Timeline JEPI 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; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: 20,231 shares; 2024Q2: 24,010 shares; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 28,486 shares 28,486 $1.63M 1.25% 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 loaded; 2024Q1: 4,619 shares; 2024Q2: 4,523 shares; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 4,444 shares 4,444 $1.56M 1.19% 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: not loaded; 2024Q1: 4,372 shares; 2024Q2: 4,266 shares; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 4,099 shares 4,099 $1.54M 1.18% 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: not loaded; 2024Q1: 8,405 shares; 2024Q2: 8,205 shares; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 7,958 shares 7,958 $1.51M 1.16% Timeline IGSB 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 loaded; 2024Q1: 25,923 shares; 2024Q2: 28,177 shares; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 26,654 shares 26,654 $1.4M 1.07% 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 loaded; 2024Q1: 15,540 shares; 2024Q2: 15,808 shares; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 15,848 shares 15,848 $1.39M 1.07% 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: not loaded; 2024Q1: 21,373 shares; 2024Q2: 19,347 shares; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 18,173 shares 18,173 $1.37M 1.05% 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: not loaded; 2024Q1: 1,202 shares; 2024Q2: 13,771 shares; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 12,522 shares 12,522 $1.36M 1.04% Timeline SCHZ 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: not loaded; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: 22,750 shares; 2024Q2: 23,301 shares; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 56,991 shares 56,991 $1.32M 1.01% Timeline ITOT 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 loaded; 2024Q1: 11,776 shares; 2024Q2: 11,332 shares; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 10,725 shares 10,725 $1.31M 1% 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 loaded; 2024Q1: 5,213 shares; 2024Q2: 5,213 shares; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 5,042 shares 5,042 $1.3M 1% 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; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: 17,019 shares; 2024Q2: 16,973 shares; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 15,799 shares 15,799 $1.29M 0.99% 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: not loaded; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: 26,338 shares; 2024Q2: 22,950 shares; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 22,115 shares 22,115 $1.29M 0.99% Timeline BANK OF AMER CORP 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 loaded; 2024Q1: 796 shares; 2024Q2: 857 shares; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 1,036 shares 1,036 $1.28M 0.98% VNQ 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 loaded; 2024Q1: 12,467 shares; 2024Q2: 12,247 shares; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 13,482 shares 13,482 $1.22M 0.94% 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: not loaded; 2024Q1: 6,850 shares; 2024Q2: 6,688 shares; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 6,069 shares 6,069 $1.21M 0.93% 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: not loaded; 2024Q1: 1,369 shares; 2024Q2: 1,370 shares; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 1,266 shares 1,266 $1.2M 0.92% 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 loaded; 2024Q1: 4,585 shares; 2024Q2: 4,785 shares; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 6,141 shares 6,141 $1.06M 0.82% Timeline IUSG 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 loaded; 2024Q1: 9,884 shares; 2024Q2: 9,136 shares; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 8,301 shares 8,301 $1.05M 0.81% Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: 22,612 shares; 2024Q2: 24,772 shares; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 22,558 shares 22,558 $1.04M 0.79% Timeline SPIB 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: not loaded; 2024Q1: 9,879 shares; 2024Q2: 16,844 shares; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 30,396 shares 30,396 $1.01M 0.77% 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: not loaded; 2024Q1: 5,106 shares; 2024Q2: 5,104 shares; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 5,366 shares 5,366 $1000K 0.77% 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: not loaded; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: 8,067 shares; 2024Q2: 7,951 shares; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 9,487 shares 9,487 $992K 0.76% 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: not loaded; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: 34,660 shares; 2024Q2: 25,342 shares; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 13,318 shares 13,318 $978K 0.75% 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 loaded; 2024Q1: 2,653 shares; 2024Q2: 2,664 shares; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 2,633 shares 2,633 $965K 0.74% Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: 24,698 shares; 2024Q2: 29,036 shares; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 47,700 shares 47,700 $934K 0.72% Timeline QUAL 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 loaded; 2024Q1: 5,590 shares; 2024Q2: 5,275 shares; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 5,394 shares 5,394 $922K 0.71% Timeline XLV 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 loaded; 2024Q1: 6,412 shares; 2024Q2: 6,065 shares; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 5,863 shares 5,863 $856K 0.66% Timeline JEPQ 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; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: 4,666 shares; 2024Q2: 6,287 shares; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 16,289 shares 16,289 $843K 0.65% Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: 33,053 shares; 2024Q2: 36,016 shares; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 42,729 shares 42,729 $832K 0.64% 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: not loaded; 2024Q1: 1,140 shares; 2024Q2: 1,488 shares; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 1,426 shares 1,426 $822K 0.63% Timeline BSCU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: 12,039 shares; 2024Q2: 25,338 shares; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 47,213 shares 47,213 $783K 0.6% Timeline WELLS FARGO & CO WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: 498 shares; 2024Q2: 510 shares; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 642 shares 642 $771K 0.59% 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; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: 16,865 shares; 2024Q2: 16,058 shares; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 38,360 shares 38,360 $759K 0.58% Timeline INVESCO INVESCO More: the full row for INVESCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: 36,249 shares; 2024Q2: 37,580 shares; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 36,416 shares 36,416 $753K 0.58% 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: not loaded; 2024Q1: 11,321 shares; 2024Q2: 11,810 shares; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 13,348 shares 13,348 $720K 0.55% Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: 19,927 shares; 2024Q2: 24,071 shares; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 34,115 shares 34,115 $694K 0.53% 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; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: 3,725 shares; 2024Q2: 3,733 shares; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 2,590 shares 2,590 $691K 0.53% 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: not loaded; 2024Q1: 447 shares; 2024Q2: 446 shares; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 4,109 shares 4,109 $688K 0.53% Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: 4,840 shares; 2024Q2: 4,754 shares; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 4,887 shares 4,887 $683K 0.52% Timeline IUSV 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 loaded; 2024Q1: 7,632 shares; 2024Q2: 7,336 shares; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 7,358 shares 7,358 $679K 0.52% Timeline SPYV 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: not loaded; 2024Q1: 10,001 shares; 2024Q2: 9,732 shares; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 13,286 shares 13,286 $679K 0.52% Timeline JPST 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; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 13,300 shares 13,300 $673K 0.52% 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; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: 3,459 shares; 2024Q2: 3,467 shares; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 8,517 shares 8,517 $667K 0.51% 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: not loaded; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: 1,660 shares; 2024Q2: 1,712 shares; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 1,770 shares 1,770 $659K 0.5% Timeline SPYM 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: not loaded; 2024Q1: 9,817 shares; 2024Q2: 9,842 shares; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 9,915 shares 9,915 $652K 0.5% 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 loaded; 2024Q1: 3,336 shares; 2024Q2: 2,970 shares; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 2,451 shares 2,451 $601K 0.46% Timeline BIL 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: not loaded; 2024Q1: 7,537 shares; 2024Q2: 7,111 shares; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 6,533 shares 6,533 $599K 0.46% Timeline IUSB 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 loaded; 2024Q1: 13,610 shares; 2024Q2: 13,456 shares; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 12,882 shares 12,882 $594K 0.45% 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; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: 2,189 shares; 2024Q2: 2,142 shares; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 2,265 shares 2,265 $570K 0.44% Timeline SCHJ 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: not loaded; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: 4,958 shares; 2024Q2: 5,820 shares; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 23,038 shares 23,038 $568K 0.43% Timeline FTEC 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: not loaded; 2024Q1: 3,416 shares; 2024Q2: 3,109 shares; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 3,517 shares 3,517 $567K 0.43% 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: not loaded; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: 6,924 shares; 2024Q2: 8,176 shares; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 7,091 shares 7,091 $560K 0.43% Timeline SMOT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: 14,971 shares; 2024Q2: 15,814 shares; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 16,999 shares 16,999 $557K 0.43% Timeline BSCW INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: 10,029 shares; 2024Q2: 13,660 shares; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 27,116 shares 27,116 $552K 0.42% Timeline BSCV INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: 18,291 shares; 2024Q2: 24,945 shares; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 33,676 shares 33,676 $549K 0.42% Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: 7,724 shares; 2024Q2: 8,374 shares; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 9,977 shares 9,977 $546K 0.42% 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 loaded; 2024Q1: 3,513 shares; 2024Q2: 4,281 shares; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 4,462 shares 4,462 $531K 0.41% Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: 14,097 shares; 2024Q2: 14,261 shares; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 14,392 shares 14,392 $524K 0.4% Timeline PFF 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 loaded; 2024Q1: 13,638 shares; 2024Q2: 13,294 shares; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 16,563 shares 16,563 $509K 0.39% 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 loaded; 2024Q1: 2,764 shares; 2024Q2: 2,662 shares; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 2,866 shares 2,866 $495K 0.38% 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: not loaded; 2024Q1: 3,260 shares; 2024Q2: 3,261 shares; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 3,181 shares 3,181 $492K 0.38% Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: 5,748 shares; 2024Q2: 5,567 shares; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 3,705 shares 3,705 $491K 0.38% Timeline SCHO 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: not loaded; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: 5,300 shares; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 19,300 shares 19,300 $470K 0.36% Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 25,171 shares 25,171 $466K 0.36% Timeline SPTI 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: not loaded; 2024Q1: 16,843 shares; 2024Q2: 16,988 shares; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 16,205 shares 16,205 $463K 0.35% 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 loaded; 2024Q1: 5,698 shares; 2024Q2: 4,921 shares; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 4,889 shares 4,889 $457K 0.35% Timeline IVE 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 loaded; 2024Q1: 1,749 shares; 2024Q2: 1,755 shares; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 2,360 shares 2,360 $450K 0.34% Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: 3,666 shares; 2024Q2: 3,711 shares; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 3,789 shares 3,789 $424K 0.32% Timeline JBND 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; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 7,851 shares 7,851 $420K 0.32% Timeline LQDW 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 loaded; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 15,830 shares 15,830 $416K 0.32% Timeline DSI 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 loaded; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 3,956 shares 3,956 $405K 0.31% Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: 1,173 shares; 2024Q2: 1,061 shares; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 1,880 shares 1,880 $398K 0.31% 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 loaded; 2024Q1: 2,701 shares; 2024Q2: 2,708 shares; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 2,380 shares 2,380 $398K 0.31% Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: 1,787 shares; 2024Q2: 1,849 shares; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 3,607 shares 3,607 $397K 0.3% Timeline IQLT 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 loaded; 2024Q1: 7,971 shares; 2024Q2: 8,904 shares; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 9,969 shares 9,969 $396K 0.3% 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: not loaded; 2024Q1: 1,305 shares; 2024Q2: 1,305 shares; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 1,090 shares 1,090 $394K 0.3% 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; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: 6,650 shares; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 8,290 shares 8,290 $388K 0.3% 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: not loaded; 2024Q1: 8,376 shares; 2024Q2: 8,380 shares; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 7,770 shares 7,770 $387K 0.3% 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 loaded; 2024Q1: not reported; 2024Q2: 489 shares; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 701 shares 701 $383K 0.29% 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; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: 8,517 shares; 2024Q2: 8,020 shares; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 6,600 shares 6,600 $373K 0.29% 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: not loaded; 2024Q1: 7,560 shares; 2024Q2: 7,606 shares; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 8,182 shares 8,182 $370K 0.28% 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 loaded; 2024Q1: 3,536 shares; 2024Q2: 4,020 shares; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 3,943 shares 3,943 $359K 0.28% 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: not loaded; 2024Q1: 1,400 shares; 2024Q2: 1,758 shares; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 1,665 shares 1,665 $344K 0.26% 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: not loaded; 2024Q1: 1,537 shares; 2024Q2: 1,397 shares; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 919 shares 919 $341K 0.26% 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: not loaded; 2024Q1: 5,814 shares; 2024Q2: 5,924 shares; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 6,694 shares 6,694 $340K 0.26% Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: 3,625 shares; 2024Q2: 3,531 shares; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 2,315 shares 2,315 $317K 0.24% Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 2,837 shares 2,837 $317K 0.24% Timeline ITA 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 loaded; 2024Q1: 2,429 shares; 2024Q2: 2,431 shares; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 2,060 shares 2,060 $315K 0.24% Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: 4,528 shares; 2024Q2: 4,553 shares; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 4,628 shares 4,628 $313K 0.24% Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: 1,437 shares; 2024Q2: 1,439 shares; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 1,335 shares 1,335 $309K 0.24% Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: 23,900 shares; 2024Q2: 23,900 shares; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 25,700 shares 25,700 $299K 0.23% 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; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: 2,363 shares; 2024Q2: 2,371 shares; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 2,443 shares 2,443 $298K 0.23% Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: 9,500 shares; 2024Q2: 9,500 shares; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 9,500 shares 9,500 $294K 0.23% Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: 590 shares; 2024Q2: 590 shares; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 545 shares 545 $291K 0.22% Timeline SPSM 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: not loaded; 2024Q1: 7,010 shares; 2024Q2: 7,040 shares; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 7,127 shares 7,127 $290K 0.22% Timeline SCHG 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: not loaded; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: 3,338 shares; 2024Q2: 3,104 shares; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 11,421 shares 11,421 $286K 0.22% Timeline SUB 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 loaded; 2024Q1: 2,089 shares; 2024Q2: 2,601 shares; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 2,644 shares 2,644 $279K 0.21% Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: 5,103 shares; 2024Q2: 5,008 shares; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 3,497 shares 3,497 $274K 0.21% Timeline SPYG 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: not loaded; 2024Q1: 3,457 shares; 2024Q2: 5,004 shares; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 3,354 shares 3,354 $270K 0.21% 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: not loaded; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 1,001 shares 1,001 $269K 0.21% Timeline FHLC 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: not loaded; 2024Q1: 3,431 shares; 2024Q2: 3,284 shares; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 3,908 shares 3,908 $267K 0.2% Timeline VFH 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 loaded; 2024Q1: 2,467 shares; 2024Q2: 2,178 shares; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 2,232 shares 2,232 $267K 0.2% Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: 2,151 shares; 2024Q2: 2,052 shares; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 1,906 shares 1,906 $266K 0.2% Timeline BSCX INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 12,595 shares 12,595 $263K 0.2% Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: 13,544 shares; 2024Q2: 13,547 shares; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 10,879 shares 10,879 $261K 0.2% 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 loaded; 2024Q1: 366 shares; 2024Q2: 298 shares; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 300 shares 300 $248K 0.19% Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 6,439 shares 6,439 $241K 0.18% Timeline TLTW 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 loaded; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 9,550 shares 9,550 $230K 0.18% 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: not loaded; 2024Q1: 3,820 shares; 2024Q2: 3,821 shares; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 3,723 shares 3,723 $226K 0.17% 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: not loaded; 2024Q1: 1,544 shares; 2024Q2: 1,244 shares; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 1,430 shares 1,430 $223K 0.17% Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 8,750 shares 8,750 $222K 0.17% Timeline SPYD 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: not loaded; 2024Q1: 4,958 shares; 2024Q2: not reported; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 4,968 shares 4,968 $220K 0.17% Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 7,517 shares 7,517 $217K 0.17% 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: not loaded; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 2,603 shares 2,603 $215K 0.16% 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 loaded; 2024Q1: 657 shares; 2024Q2: 657 shares; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 646 shares 646 $213K 0.16% Timeline SCHA 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: not loaded; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: 4,101 shares; 2024Q2: not reported; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 8,703 shares 8,703 $204K 0.16% 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: not loaded; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 1,076 shares 1,076 $202K 0.16% Timeline VCR 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 loaded; 2024Q1: 641 shares; 2024Q2: not reported; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 618 shares 618 $201K 0.15% Timeline PGX 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: not loaded; 2024Q1: 13,165 shares; 2024Q2: 13,177 shares; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 11,334 shares 11,334 $127K 0.1% Timeline