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: 210,533 shares; 2023Q3: 205,201 shares; 2023Q4: 207,496 shares; 2024Q1: 199,355 shares; 2024Q2: 199,355 shares; 2024Q3: 199,418 shares; 2024Q4: 195,240 shares; 2025Q1: 201,089 shares 201,089 $74.6M 15.36% +5,849 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: 360,691 shares; 2023Q3: 394,202 shares; 2023Q4: 425,314 shares; 2024Q1: 537,647 shares; 2024Q2: 537,647 shares; 2024Q3: 599,471 shares; 2024Q4: 638,092 shares; 2025Q1: 758,678 shares 758,678 $47.1M 9.71% +120,586 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: 475,453 shares; 2023Q3: 469,664 shares; 2023Q4: 473,745 shares; 2024Q1: 488,972 shares; 2024Q2: 488,972 shares; 2024Q3: 508,187 shares; 2024Q4: 516,277 shares; 2025Q1: 532,617 shares 532,617 $41.7M 8.59% +16,340 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 reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 603,948 shares; 2024Q2: 603,948 shares; 2024Q3: 702,956 shares; 2024Q4: 726,761 shares; 2025Q1: 790,495 shares 790,495 $37.2M 7.66% +63,734 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: 443,717 shares; 2023Q3: 437,514 shares; 2023Q4: 439,918 shares; 2024Q1: 446,508 shares; 2024Q2: 446,508 shares; 2024Q3: 450,927 shares; 2024Q4: 455,049 shares; 2025Q1: 544,076 shares 544,076 $31.1M 6.41% +89,027 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: 283,231 shares; 2023Q3: 290,855 shares; 2023Q4: 315,751 shares; 2024Q1: 338,366 shares; 2024Q2: 338,366 shares; 2024Q3: 355,660 shares; 2024Q4: 364,696 shares; 2025Q1: 404,948 shares 404,948 $29.7M 6.13% +40,252 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: 148,001 shares; 2023Q3: 197,286 shares; 2023Q4: 256,624 shares; 2024Q1: 421,865 shares; 2024Q2: 421,865 shares; 2024Q3: 527,081 shares; 2024Q4: 621,907 shares; 2025Q1: 948,486 shares 948,486 $29M 5.97% +326,579 Timeline RLY SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 240,763 shares; 2023Q3: 235,912 shares; 2023Q4: 240,383 shares; 2024Q1: 840,086 shares; 2024Q2: 840,086 shares; 2024Q3: 874,650 shares; 2024Q4: 889,587 shares; 2025Q1: 904,459 shares 904,459 $25.8M 5.32% +14,872 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 308,128 shares; 2023Q3: 301,410 shares; 2023Q4: 305,604 shares; 2024Q1: 308,771 shares; 2024Q2: 308,771 shares; 2024Q3: 301,073 shares; 2024Q4: 302,345 shares; 2025Q1: 299,352 shares 299,352 $20.9M 4.31% -2,993 Timeline DIHP 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: 585,894 shares 585,894 $15.8M 3.25% new 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: 181,392 shares; 2023Q3: 214,392 shares; 2023Q4: 268,779 shares; 2024Q1: 370,194 shares; 2024Q2: 370,194 shares; 2024Q3: 442,374 shares; 2024Q4: 481,862 shares; 2025Q1: 590,889 shares 590,889 $15.3M 3.15% +109,027 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: 47,097 shares; 2023Q3: 47,200 shares; 2023Q4: 48,285 shares; 2024Q1: 49,213 shares; 2024Q2: 49,213 shares; 2024Q3: 50,092 shares; 2024Q4: 49,787 shares; 2025Q1: 51,725 shares 51,725 $13M 2.68% +1,938 Timeline GWX 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: 308,027 shares; 2023Q3: 304,394 shares; 2023Q4: 306,186 shares; 2024Q1: 301,594 shares; 2024Q2: 301,594 shares; 2024Q3: 297,141 shares; 2024Q4: 298,632 shares; 2025Q1: 296,834 shares 296,834 $9.49M 1.95% -1,798 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 171,167 shares; 2023Q3: 162,540 shares; 2023Q4: 171,523 shares; 2024Q1: 173,683 shares; 2024Q2: 173,683 shares; 2024Q3: 178,163 shares; 2024Q4: 178,718 shares; 2025Q1: 182,398 shares 182,398 $9.05M 1.86% +3,680 Timeline DFGR 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: 60,747 shares; 2023Q3: 77,248 shares; 2023Q4: 110,795 shares; 2024Q1: 205,013 shares; 2024Q2: 205,013 shares; 2024Q3: 251,086 shares; 2024Q4: 273,375 shares; 2025Q1: 340,682 shares 340,682 $8.95M 1.84% +67,307 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: 75,123 shares; 2023Q3: 81,281 shares; 2023Q4: 99,345 shares; 2024Q1: 112,747 shares; 2024Q2: 112,747 shares; 2024Q3: 113,879 shares; 2024Q4: 120,391 shares; 2025Q1: 152,874 shares 152,874 $7.77M 1.6% +32,483 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: 43,633 shares; 2023Q3: 43,320 shares; 2023Q4: 43,518 shares; 2024Q1: 43,611 shares; 2024Q2: 43,611 shares; 2024Q3: 43,562 shares; 2024Q4: 43,495 shares; 2025Q1: 42,636 shares 42,636 $7.36M 1.52% -859 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: 35,334 shares; 2023Q3: 35,263 shares; 2023Q4: 35,288 shares; 2024Q1: 34,366 shares; 2024Q2: 34,366 shares; 2024Q3: 33,828 shares; 2024Q4: 33,403 shares; 2025Q1: 33,133 shares 33,133 $7.36M 1.52% -270 Timeline EEMS ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 136,290 shares; 2023Q3: 132,658 shares; 2023Q4: 133,547 shares; 2024Q1: 128,470 shares; 2024Q2: 128,470 shares; 2024Q3: 125,487 shares; 2024Q4: 126,965 shares; 2025Q1: 126,730 shares 126,730 $7.05M 1.45% -235 Timeline REET ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 191,341 shares; 2023Q3: 190,567 shares; 2023Q4: 195,035 shares; 2024Q1: 190,696 shares; 2024Q2: 190,696 shares; 2024Q3: 191,363 shares; 2024Q4: 191,672 shares; 2025Q1: 189,624 shares 189,624 $4.6M 0.95% -2,048 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: 42,945 shares; 2023Q3: 48,173 shares; 2023Q4: 57,806 shares; 2024Q1: 101,307 shares; 2024Q2: 101,307 shares; 2024Q3: 119,008 shares; 2024Q4: 129,432 shares; 2025Q1: 162,139 shares 162,139 $4.56M 0.94% +32,707 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: 13,212 shares; 2023Q3: 13,182 shares; 2023Q4: 13,159 shares; 2024Q1: 13,106 shares; 2024Q2: 13,106 shares; 2024Q3: 12,790 shares; 2024Q4: 12,624 shares; 2025Q1: 12,502 shares 12,502 $3.83M 0.79% -122 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: 9,787 shares; 2023Q3: 9,587 shares; 2023Q4: 9,587 shares; 2024Q1: 9,507 shares; 2024Q2: 9,507 shares; 2024Q3: 9,437 shares; 2024Q4: 9,360 shares; 2025Q1: 9,428 shares 9,428 $3.4M 0.7% +68 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 58,773 shares; 2023Q3: 57,328 shares; 2023Q4: 57,139 shares; 2024Q1: 56,919 shares; 2024Q2: 56,919 shares; 2024Q3: 56,152 shares; 2024Q4: 55,913 shares; 2025Q1: 55,179 shares 55,179 $3.06M 0.63% -734 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 5,590 shares; 2023Q3: 5,765 shares; 2023Q4: 5,800 shares; 2024Q1: 5,732 shares; 2024Q2: 5,732 shares; 2024Q3: 5,161 shares; 2024Q4: 4,983 shares; 2025Q1: 5,104 shares 5,104 $2.87M 0.59% +121 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: 31,622 shares; 2023Q3: 31,641 shares; 2023Q4: 31,519 shares; 2024Q1: 30,801 shares; 2024Q2: 30,801 shares; 2024Q3: 30,441 shares; 2024Q4: 30,368 shares; 2025Q1: 30,057 shares 30,057 $2.79M 0.57% -311 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: 13,813 shares; 2023Q3: 13,725 shares; 2023Q4: 13,734 shares; 2024Q1: 13,375 shares; 2024Q2: 13,375 shares; 2024Q3: 13,079 shares; 2024Q4: 13,116 shares; 2025Q1: 13,019 shares 13,019 $2.43M 0.5% -97 Timeline CATH GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 40,278 shares; 2023Q3: 40,326 shares; 2023Q4: 40,326 shares; 2024Q1: 37,544 shares; 2024Q2: 37,544 shares; 2024Q3: 37,279 shares; 2024Q4: 37,279 shares; 2025Q1: 34,887 shares 34,887 $2.36M 0.49% -2,392 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: 39,077 shares; 2023Q3: 38,897 shares; 2023Q4: 39,125 shares; 2024Q1: 37,944 shares; 2024Q2: 37,944 shares; 2024Q3: 37,614 shares; 2024Q4: 38,149 shares; 2025Q1: 36,622 shares 36,622 $2.33M 0.48% -1,527 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: 21,300 shares; 2023Q3: 21,137 shares; 2023Q4: 21,136 shares; 2024Q1: 18,312 shares; 2024Q2: 18,312 shares; 2024Q3: 18,314 shares; 2024Q4: 18,063 shares; 2025Q1: 17,796 shares 17,796 $1.86M 0.38% -267 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: 4,211 shares; 2023Q3: not reported; 2023Q4: 4,072 shares; 2024Q1: 3,980 shares; 2024Q2: 3,980 shares; 2024Q3: 4,483 shares; 2024Q4: 4,385 shares; 2025Q1: 4,391 shares 4,391 $1.65M 0.34% +6 Timeline SLYG 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: 19,651 shares; 2023Q3: 19,487 shares; 2023Q4: 19,468 shares; 2024Q1: 19,201 shares; 2024Q2: 19,201 shares; 2024Q3: 18,843 shares; 2024Q4: 18,665 shares; 2025Q1: 18,007 shares 18,007 $1.49M 0.31% -658 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: 11,085 shares; 2023Q3: 11,049 shares; 2023Q4: 10,953 shares; 2024Q1: 9,198 shares; 2024Q2: 9,198 shares; 2024Q3: 11,481 shares; 2024Q4: 11,168 shares; 2025Q1: 11,095 shares 11,095 $1.32M 0.27% -73 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 17,448 shares; 2023Q3: 16,973 shares; 2023Q4: 17,485 shares; 2024Q1: 15,891 shares; 2024Q2: 15,891 shares; 2024Q3: 16,306 shares; 2024Q4: 15,605 shares; 2025Q1: 16,475 shares 16,475 $1.26M 0.26% +870 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: 5,680 shares; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 5,876 shares; 2024Q2: 5,876 shares; 2024Q3: 5,823 shares; 2024Q4: 5,856 shares; 2025Q1: 5,856 shares 5,856 $1.11M 0.23% 0 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: 1,109 shares; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,870 shares 3,870 $1.06M 0.22% new Timeline VSGX 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: 14,353 shares; 2023Q3: 14,453 shares; 2023Q4: 14,590 shares; 2024Q1: 15,110 shares; 2024Q2: 15,110 shares; 2024Q3: 15,308 shares; 2024Q4: 16,576 shares; 2025Q1: 16,239 shares 16,239 $958K 0.2% -337 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: 71,972 shares; 2023Q3: 70,604 shares; 2023Q4: 62,420 shares; 2024Q1: 39,113 shares; 2024Q2: 39,113 shares; 2024Q3: 33,460 shares; 2024Q4: 66,868 shares; 2025Q1: 39,202 shares 39,202 $908K 0.19% -27,666 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: 20,252 shares; 2023Q3: 20,334 shares; 2023Q4: 20,477 shares; 2024Q1: 20,351 shares; 2024Q2: 20,351 shares; 2024Q3: 20,541 shares; 2024Q4: 20,666 shares; 2025Q1: 20,747 shares 20,747 $846K 0.17% +81 Timeline GNR 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: 314,416 shares; 2023Q3: 310,489 shares; 2023Q4: 313,085 shares; 2024Q1: 27,931 shares; 2024Q2: 27,931 shares; 2024Q3: 15,686 shares; 2024Q4: 15,259 shares; 2025Q1: 13,641 shares 13,641 $726K 0.15% -1,618 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: 7,956 shares; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 10,201 shares; 2024Q2: 10,201 shares; 2024Q3: 11,170 shares; 2024Q4: 11,387 shares; 2025Q1: 11,328 shares 11,328 $652K 0.13% -59 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: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 10,094 shares; 2024Q4: 10,143 shares; 2025Q1: 18,765 shares 18,765 $486K 0.1% +8,622 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 11,680 shares; 2023Q3: 11,705 shares; 2023Q4: 11,794 shares; 2024Q1: 12,727 shares; 2024Q2: 12,727 shares; 2024Q3: 12,794 shares; 2024Q4: 13,312 shares; 2025Q1: 13,375 shares 13,375 $467K 0.1% +63 Timeline AMCOR PLC AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 12,811 shares; 2023Q3: 12,811 shares; 2023Q4: 12,811 shares; 2024Q1: 12,811 shares; 2024Q2: 12,811 shares; 2024Q3: 12,811 shares; 2024Q4: 12,811 shares; 2025Q1: 12,811 shares 12,811 $124K 0.03% 0