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DecisionMap Wealth Management, LLC

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13F filer, CIK 2001526, GREAT FALLS, VA

DecisionMap Wealth Management, LLC reported $162,214,702 across 134 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-01-07. Its ten largest share positions make up 37.63% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0002001526-26-000001

Period
2025-12-31
Reported value
$162M
Holdings
134
Top 10 weight
37.63%
New
11
Sold out
6

Largest buys vs the previous quarter

SecurityShares changeApprox. value
IVVadded+3,885$2.66M
FESMnew+37,002$1.4M
PWRDnew+14,134$1.36M
FBTCadded+15,936$1.21M
TLHnew+9,548$971K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
ABFLreduced-21,291-$1.52M
IYWreduced-7,040-$1.41M
IJRreduced-11,209-$1.35M
SPYVreduced-18,455-$1.05M
TLTreduced-9,344-$815K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q4 2025

Share positions as resolved from 13F-HR 0002001526-26-000001, largest first. % of portfolio is the value over $162,214,702, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 16,008 shares; 2025Q1: 16,156 shares; 2025Q2: 16,715 shares; 2025Q3: 16,836 shares; 2025Q4: 20,721 shares 20,721$14.2M8.75%+3,885Timeline
SPYGSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 72,332 shares; 2025Q1: 80,095 shares; 2025Q2: 82,477 shares; 2025Q3: 82,149 shares; 2025Q4: 89,099 shares 89,099$9.51M5.86%+6,950Timeline
IEFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 63,731 shares; 2025Q1: 64,761 shares; 2025Q2: 64,095 shares; 2025Q3: 63,786 shares; 2025Q4: 70,878 shares 70,878$6.34M3.91%+7,092Timeline
SPYVSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 68,731 shares; 2025Q1: 96,468 shares; 2025Q2: 99,426 shares; 2025Q3: 103,061 shares; 2025Q4: 84,606 shares 84,606$4.81M2.96%-18,455Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 22,144 shares; 2025Q1: 21,721 shares; 2025Q2: 22,090 shares; 2025Q3: 22,539 shares; 2025Q4: 25,515 shares 25,515$4.76M2.93%+2,976Timeline
HEFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 114,726 shares; 2025Q1: 114,578 shares; 2025Q2: 116,282 shares; 2025Q3: 117,954 shares; 2025Q4: 113,274 shares 113,274$4.69M2.89%-4,680Timeline
IEMGISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 50,768 shares; 2025Q1: 60,318 shares; 2025Q2: 62,887 shares; 2025Q3: 64,185 shares; 2025Q4: 67,437 shares 67,437$4.53M2.79%+3,252Timeline
FBTCFIDELITY WISE ORIGIN BITCOINQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 19,355 shares; 2025Q1: 30,213 shares; 2025Q2: 36,298 shares; 2025Q3: 40,264 shares; 2025Q4: 56,200 shares 56,200$4.28M2.64%+15,936Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 14,922 shares; 2025Q1: 15,299 shares; 2025Q2: 14,652 shares; 2025Q3: 14,714 shares; 2025Q4: 14,718 shares 14,718$4M2.47%+4Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,551 shares; 2025Q1: 6,508 shares; 2025Q2: 6,274 shares; 2025Q3: 6,272 shares; 2025Q4: 6,273 shares 6,273$3.93M2.43%+1Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,650 shares; 2025Q1: 7,755 shares; 2025Q2: 7,891 shares; 2025Q3: 7,856 shares; 2025Q4: 7,834 shares 7,834$3.79M2.34%-22Timeline
DFCFDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 89,068 shares; 2025Q1: 91,234 shares; 2025Q2: 87,301 shares; 2025Q3: 84,972 shares; 2025Q4: 85,154 shares 85,154$3.62M2.23%+182Timeline
AGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 37,938 shares; 2025Q1: 30,329 shares; 2025Q2: 29,897 shares; 2025Q3: 30,598 shares; 2025Q4: 32,901 shares 32,901$3.29M2.03%+2,303Timeline
ABFLABACUS FCF ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 57,994 shares; 2025Q1: 62,360 shares; 2025Q2: 65,020 shares; 2025Q3: 66,254 shares; 2025Q4: 44,963 shares 44,963$3.21M1.98%-21,291Timeline
FBNDFIDELITY MERRIMACK STR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 15,053 shares; 2025Q1: 46,801 shares; 2025Q2: 46,213 shares; 2025Q3: 48,507 shares; 2025Q4: 67,320 shares 67,320$3.1M1.91%+18,813Timeline
BINCBLACKROCK ETF TRUST IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 52,272 shares; 2025Q1: 48,184 shares; 2025Q2: 48,363 shares; 2025Q3: 49,467 shares; 2025Q4: 52,396 shares 52,396$2.76M1.7%+2,929Timeline
KOCOCA COLA COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 41,496 shares; 2025Q1: 38,336 shares; 2025Q2: 38,466 shares; 2025Q3: 37,227 shares; 2025Q4: 37,286 shares 37,286$2.61M1.61%+59Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,538 shares; 2025Q1: 7,311 shares; 2025Q2: 7,827 shares; 2025Q3: 7,056 shares; 2025Q4: 6,999 shares 6,999$2.19M1.35%-57Timeline
MBBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 30,480 shares; 2025Q1: 24,393 shares; 2025Q2: 24,150 shares; 2025Q3: 24,777 shares; 2025Q4: 22,622 shares 22,622$2.15M1.33%-2,155Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,375 shares; 2025Q1: 6,684 shares; 2025Q2: 6,316 shares; 2025Q3: 6,325 shares; 2025Q4: 6,342 shares 6,342$2.13M1.31%+17Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,876 shares; 2025Q1: 3,904 shares; 2025Q2: 3,852 shares; 2025Q3: 3,842 shares; 2025Q4: 3,883 shares 3,883$1.95M1.2%+41Timeline
USMVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 21,930 shares; 2025Q1: 23,718 shares; 2025Q2: 24,520 shares; 2025Q3: 25,103 shares; 2025Q4: 18,280 shares 18,280$1.72M1.06%-6,823Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,326 shares; 2025Q1: 7,749 shares; 2025Q2: 7,349 shares; 2025Q3: 7,419 shares; 2025Q4: 7,429 shares 7,429$1.71M1.06%+10Timeline
IJRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 17,215 shares; 2025Q1: 21,855 shares; 2025Q2: 23,260 shares; 2025Q3: 23,846 shares; 2025Q4: 12,637 shares 12,637$1.52M0.94%-11,209Timeline
STIPISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,264 shares; 2025Q1: 12,955 shares; 2025Q2: 13,148 shares; 2025Q3: 13,735 shares; 2025Q4: 14,782 shares 14,782$1.51M0.93%+1,047Timeline
XLFSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 24,034 shares; 2025Q2: 24,444 shares; 2025Q3: 25,162 shares; 2025Q4: 27,112 shares 27,112$1.48M0.92%+1,950Timeline
FESMFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 37,002 shares 37,002$1.4M0.86%newTimeline
PWRDTCW ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,134 shares 14,134$1.36M0.84%newTimeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,116 shares; 2025Q1: 2,205 shares; 2025Q2: 2,015 shares; 2025Q3: 2,039 shares; 2025Q4: 2,053 shares 2,053$1.36M0.84%+14Timeline
DFSDDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 34,520 shares; 2025Q1: 31,428 shares; 2025Q2: 28,936 shares; 2025Q3: 27,619 shares; 2025Q4: 27,496 shares 27,496$1.32M0.81%-123Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,816 shares; 2025Q1: 3,376 shares; 2025Q2: 3,490 shares; 2025Q3: 3,819 shares; 2025Q4: 3,784 shares 3,784$1.31M0.81%-35Timeline
PGPROCTER & GAMBLE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,441 shares; 2025Q1: 6,136 shares; 2025Q2: 9,155 shares; 2025Q3: 8,933 shares; 2025Q4: 8,835 shares 8,835$1.27M0.78%-98Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,881 shares; 2025Q1: 1,873 shares; 2025Q2: 1,858 shares; 2025Q3: 1,823 shares; 2025Q4: 1,823 shares 1,823$1.24M0.77%0Timeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 562 shares; 2025Q1: 598 shares; 2025Q2: 1,264 shares; 2025Q3: 1,273 shares; 2025Q4: 1,151 shares 1,151$1.24M0.76%-122Timeline
SCHGSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 29,992 shares; 2025Q1: 36,595 shares; 2025Q2: 36,130 shares; 2025Q3: 36,130 shares; 2025Q4: 36,522 shares 36,522$1.19M0.73%+392Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,631 shares; 2025Q1: 2,947 shares; 2025Q2: 2,508 shares; 2025Q3: 2,533 shares; 2025Q4: 2,599 shares 2,599$1.17M0.72%+66Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,655 shares; 2025Q1: 3,574 shares; 2025Q2: 3,510 shares; 2025Q3: 3,474 shares; 2025Q4: 3,325 shares 3,325$1.17M0.72%-149Timeline
ROLROLLINS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 18,817 shares; 2025Q1: 18,817 shares; 2025Q2: 18,817 shares; 2025Q3: 18,817 shares; 2025Q4: 18,817 shares 18,817$1.13M0.7%0Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,884 shares; 2025Q1: 3,589 shares; 2025Q2: 3,544 shares; 2025Q3: 3,592 shares; 2025Q4: 3,546 shares 3,546$1.11M0.69%-46Timeline
PCARPACCAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,970 shares; 2025Q1: 10,030 shares; 2025Q2: 10,007 shares; 2025Q3: 9,986 shares; 2025Q4: 10,025 shares 10,025$1.1M0.68%+39Timeline
JNKSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 13,992 shares; 2025Q1: 13,192 shares; 2025Q2: 13,006 shares; 2025Q3: 12,241 shares; 2025Q4: 11,205 shares 11,205$1.09M0.67%-1,036Timeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,330 shares; 2025Q1: 5,818 shares; 2025Q2: 5,620 shares; 2025Q3: 5,095 shares; 2025Q4: 5,128 shares 5,128$1.06M0.65%+33Timeline
IGSBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 22,079 shares; 2025Q1: 22,115 shares; 2025Q2: 22,501 shares; 2025Q3: 23,584 shares; 2025Q4: 19,251 shares 19,251$1.02M0.63%-4,333Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,971 shares; 2025Q1: 2,957 shares; 2025Q2: 3,007 shares; 2025Q3: 3,027 shares; 2025Q4: 3,054 shares 3,054$984K0.61%+27Timeline
IBITISHARES BITCOIN TRUST ETFQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,006 shares; 2025Q1: 11,741 shares; 2025Q2: 12,538 shares; 2025Q3: 14,552 shares; 2025Q4: 19,552 shares 19,552$971K0.6%+5,000Timeline
TLHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,548 shares 9,548$971K0.6%newTimeline
MUBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,263 shares; 2025Q1: 8,406 shares; 2025Q2: 8,390 shares; 2025Q3: 8,926 shares; 2025Q4: 8,699 shares 8,699$932K0.57%-227Timeline
HYMBSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 34,349 shares; 2025Q1: 34,048 shares; 2025Q2: 33,312 shares; 2025Q3: 38,687 shares; 2025Q4: 37,321 shares 37,321$931K0.57%-1,366Timeline
BNLBROADSTONE NET LEASE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 81,703 shares; 2025Q1: 55,754 shares; 2025Q2: 50,842 shares; 2025Q3: 50,842 shares; 2025Q4: 53,022 shares 53,022$921K0.57%+2,180Timeline
SCHBSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 34,212 shares; 2025Q1: 34,127 shares; 2025Q2: 34,040 shares; 2025Q3: 34,040 shares; 2025Q4: 34,833 shares 34,833$914K0.56%+793Timeline
WMTWALMART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,517 shares; 2025Q1: 8,697 shares; 2025Q2: 3,523 shares; 2025Q3: 3,403 shares; 2025Q4: 8,159 shares 8,159$909K0.56%+4,756Timeline
IXUSISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,641 shares; 2025Q1: 10,074 shares; 2025Q2: 10,538 shares; 2025Q3: 10,736 shares; 2025Q4: 10,635 shares 10,635$900K0.55%-101Timeline
HDHOME DEPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,514 shares; 2025Q1: 2,509 shares; 2025Q2: 2,619 shares; 2025Q3: 2,370 shares; 2025Q4: 2,447 shares 2,447$842K0.52%+77Timeline
VTVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,645 shares; 2025Q1: 4,434 shares; 2025Q2: 4,238 shares; 2025Q3: 4,236 shares; 2025Q4: 4,128 shares 4,128$788K0.49%-108Timeline
BAIBLACKROCK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,404 shares 22,404$746K0.46%newTimeline
RTXRTX CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,071 shares; 2025Q1: 5,242 shares; 2025Q2: 4,571 shares; 2025Q3: 4,392 shares; 2025Q4: 3,998 shares 3,998$733K0.45%-394Timeline
IBDTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,939 shares; 2025Q1: 16,724 shares; 2025Q2: 22,555 shares; 2025Q3: 24,319 shares; 2025Q4: 28,024 shares 28,024$713K0.44%+3,705Timeline
DISDISNEY WALT COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,899 shares; 2025Q1: 6,225 shares; 2025Q2: 5,855 shares; 2025Q3: 5,927 shares; 2025Q4: 6,224 shares 6,224$708K0.44%+297Timeline
IBDSISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,393 shares; 2025Q1: 17,307 shares; 2025Q2: 23,389 shares; 2025Q3: 25,234 shares; 2025Q4: 29,116 shares 29,116$707K0.44%+3,882Timeline
ORCLORACLE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,540 shares; 2025Q1: 5,005 shares; 2025Q2: 4,192 shares; 2025Q3: 3,224 shares; 2025Q4: 3,600 shares 3,600$702K0.43%+376Timeline
IBDUISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,878 shares; 2025Q1: 17,235 shares; 2025Q2: 23,611 shares; 2025Q3: 25,534 shares; 2025Q4: 29,563 shares 29,563$692K0.43%+4,029Timeline
IBDVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,595 shares; 2025Q1: 18,336 shares; 2025Q2: 24,974 shares; 2025Q3: 27,019 shares; 2025Q4: 31,290 shares 31,290$691K0.43%+4,271Timeline
IBDRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 13,646 shares; 2025Q1: 18,542 shares; 2025Q2: 24,605 shares; 2025Q3: 26,445 shares; 2025Q4: 28,229 shares 28,229$684K0.42%+1,784Timeline
TIPISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,256 shares; 2025Q1: 5,280 shares; 2025Q2: 5,527 shares; 2025Q3: 5,699 shares; 2025Q4: 6,189 shares 6,189$680K0.42%+490Timeline
VOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,320 shares; 2025Q1: 2,315 shares; 2025Q2: 2,315 shares; 2025Q3: 2,315 shares; 2025Q4: 2,315 shares 2,315$672K0.41%0Timeline
SCHFSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 28,493 shares; 2025Q1: 28,296 shares; 2025Q2: 27,412 shares; 2025Q3: 27,246 shares; 2025Q4: 27,866 shares 27,866$670K0.41%+620Timeline
ACNACCENTURE PLC IRELANDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,240 shares; 2025Q1: 2,174 shares; 2025Q2: 2,324 shares; 2025Q3: 2,716 shares; 2025Q4: 2,477 shares 2,477$665K0.41%-239Timeline
GDGENERAL DYNAMICS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,994 shares; 2025Q1: 2,182 shares; 2025Q2: 2,266 shares; 2025Q3: 1,942 shares; 2025Q4: 1,909 shares 1,909$643K0.4%-33Timeline
IBDWISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,668 shares; 2025Q1: 16,634 shares; 2025Q2: 23,770 shares; 2025Q3: 25,910 shares; 2025Q4: 30,372 shares 30,372$642K0.4%+4,462Timeline
SBUXSTARBUCKS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,767 shares; 2025Q1: 6,884 shares; 2025Q2: 7,174 shares; 2025Q3: 7,567 shares; 2025Q4: 7,288 shares 7,288$614K0.38%-279Timeline
HONHONEYWELL INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,929 shares; 2025Q4: 3,038 shares 3,038$593K0.37%+109Timeline
ASMLASML HLDG NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 729 shares; 2025Q1: 746 shares; 2025Q2: 743 shares; 2025Q3: 703 shares; 2025Q4: 552 shares 552$590K0.36%-151Timeline
NVONOVO-NORDISK A SQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,705 shares; 2025Q1: 7,366 shares; 2025Q2: 8,418 shares; 2025Q3: 10,682 shares; 2025Q4: 11,352 shares 11,352$578K0.36%+670Timeline
MDTMEDTRONIC PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,933 shares; 2025Q1: 6,107 shares; 2025Q2: 6,287 shares; 2025Q3: 5,938 shares; 2025Q4: 5,857 shares 5,857$563K0.35%-81Timeline
CHRWC H ROBINSON WORLDWIDE INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,767 shares; 2025Q1: 4,843 shares; 2025Q2: 5,448 shares; 2025Q3: 4,054 shares; 2025Q4: 3,380 shares 3,380$543K0.34%-674Timeline
ULUNILEVER PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,220 shares 8,220$538K0.33%newTimeline
GOVTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 20,188 shares; 2025Q1: 22,217 shares; 2025Q2: 22,407 shares; 2025Q3: 21,130 shares; 2025Q4: 21,349 shares 21,349$492K0.3%+219Timeline
DEODIAGEO PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,738 shares; 2025Q1: 4,279 shares; 2025Q2: 5,067 shares; 2025Q3: 4,730 shares; 2025Q4: 5,482 shares 5,482$473K0.29%+752Timeline
PLTRPALANTIR TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,179 shares; 2025Q1: 3,303 shares; 2025Q2: 2,648 shares; 2025Q3: 2,563 shares; 2025Q4: 2,612 shares 2,612$464K0.29%+49Timeline
CATCATERPILLAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 809 shares; 2025Q1: 786 shares; 2025Q2: 795 shares; 2025Q3: 810 shares; 2025Q4: 803 shares 803$460K0.28%-7Timeline
MSTRSTRATEGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,813 shares; 2025Q1: 2,817 shares; 2025Q2: 2,839 shares; 2025Q3: 2,826 shares; 2025Q4: 2,785 shares 2,785$423K0.26%-41Timeline
MAMASTERCARD INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 742 shares; 2025Q1: 766 shares; 2025Q2: 754 shares; 2025Q3: 756 shares; 2025Q4: 700 shares 700$400K0.25%-56Timeline
VTEBVANGUARD MUN BD FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,176 shares; 2025Q1: 5,835 shares; 2025Q2: 7,110 shares; 2025Q3: 7,229 shares; 2025Q4: 7,555 shares 7,555$380K0.23%+326Timeline
SMMUPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 7,588 shares; 2025Q2: 8,481 shares; 2025Q3: 7,562 shares; 2025Q4: 7,484 shares 7,484$377K0.23%-78Timeline
ITOTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,737 shares; 2025Q1: 2,697 shares; 2025Q2: 2,698 shares; 2025Q3: 2,520 shares; 2025Q4: 2,443 shares 2,443$363K0.22%-77Timeline
WFCWELLS FARGO & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,742 shares; 2025Q3: 2,969 shares; 2025Q4: 3,888 shares 3,888$362K0.22%+919Timeline
SGOVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,574 shares 3,574$359K0.22%newTimeline
COSTCOSTCO WHOLESALE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 416 shares; 2025Q1: 421 shares; 2025Q2: 410 shares; 2025Q3: 378 shares; 2025Q4: 408 shares 408$352K0.22%+30Timeline
IBTKISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 14,194 shares; 2025Q1: 14,194 shares; 2025Q2: 17,228 shares; 2025Q3: 17,228 shares; 2025Q4: 17,502 shares 17,502$347K0.21%+274Timeline
IBTJISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,918 shares; 2025Q1: 12,918 shares; 2025Q2: 15,639 shares; 2025Q3: 15,639 shares; 2025Q4: 15,827 shares 15,827$347K0.21%+188Timeline
IBTLISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,822 shares; 2025Q3: 9,822 shares; 2025Q4: 16,721 shares 16,721$343K0.21%+6,899Timeline
SCHVSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 13,656 shares; 2025Q1: 13,244 shares; 2025Q2: 13,244 shares; 2025Q3: 11,160 shares; 2025Q4: 11,571 shares 11,571$343K0.21%+411Timeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,707 shares; 2025Q1: 2,776 shares; 2025Q2: 2,667 shares; 2025Q3: 2,776 shares; 2025Q4: 2,841 shares 2,841$342K0.21%+65Timeline
NFLXNETFLIX INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 385 shares; 2025Q1: 387 shares; 2025Q2: 401 shares; 2025Q3: 384 shares; 2025Q4: 3,610 shares 3,610$338K0.21%+3,226Timeline
LMTLOCKHEED MARTIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,021 shares; 2025Q1: 963 shares; 2025Q2: 947 shares; 2025Q3: 905 shares; 2025Q4: 693 shares 693$335K0.21%-212Timeline
IBDXISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,097 shares; 2025Q4: 13,091 shares 13,091$334K0.21%+4,994Timeline
CVXCHEVRON CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,699 shares; 2025Q1: 1,924 shares; 2025Q2: 1,948 shares; 2025Q3: 2,155 shares; 2025Q4: 2,138 shares 2,138$326K0.2%-17Timeline
VBVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,503 shares; 2025Q1: 1,418 shares; 2025Q2: 1,345 shares; 2025Q3: 1,268 shares; 2025Q4: 1,245 shares 1,245$321K0.2%-23Timeline
GSGOLDMAN SACHS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 354 shares; 2025Q3: 360 shares; 2025Q4: 362 shares 362$318K0.2%+2Timeline
TJXTJX COS INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,875 shares; 2025Q1: 1,955 shares; 2025Q2: 1,995 shares; 2025Q3: 1,998 shares; 2025Q4: 2,025 shares 2,025$311K0.19%+27Timeline
ABBVABBVIE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,200 shares; 2025Q2: 1,139 shares; 2025Q3: 1,286 shares; 2025Q4: 1,326 shares 1,326$303K0.19%+40Timeline
OEFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 727 shares; 2025Q3: 716 shares; 2025Q4: 876 shares 876$300K0.19%+160Timeline
IYWISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,455 shares; 2025Q1: 8,173 shares; 2025Q2: 8,517 shares; 2025Q3: 8,521 shares; 2025Q4: 1,481 shares 1,481$296K0.18%-7,040Timeline
UNPUNION PAC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,338 shares; 2025Q1: 1,379 shares; 2025Q2: 1,300 shares; 2025Q3: 1,258 shares; 2025Q4: 1,261 shares 1,261$292K0.18%+3Timeline
VBRVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,566 shares; 2025Q1: 1,514 shares; 2025Q2: 1,422 shares; 2025Q3: 1,420 shares; 2025Q4: 1,371 shares 1,371$290K0.18%-49Timeline
AXPAMERICAN EXPRESS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 715 shares; 2025Q1: not reported; 2025Q2: 757 shares; 2025Q3: 765 shares; 2025Q4: 777 shares 777$287K0.18%+12Timeline
IGEBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,405 shares; 2025Q1: 6,522 shares; 2025Q2: 6,165 shares; 2025Q3: 6,195 shares; 2025Q4: 6,283 shares 6,283$287K0.18%+88Timeline
IBMINTERNATIONAL BUSINESS MACHSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,181 shares; 2025Q1: 1,378 shares; 2025Q2: 1,150 shares; 2025Q3: 951 shares; 2025Q4: 944 shares 944$280K0.17%-7Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 448 shares 448$275K0.17%newTimeline
IBTIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 9,002 shares; 2025Q2: 11,672 shares; 2025Q3: 11,672 shares; 2025Q4: 11,981 shares 11,981$268K0.17%+309Timeline
IBTHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,563 shares; 2025Q3: 11,563 shares; 2025Q4: 11,799 shares 11,799$265K0.16%+236Timeline
IXNISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,522 shares 2,522$265K0.16%newTimeline
IJHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,444 shares; 2025Q1: 4,359 shares; 2025Q2: 4,169 shares; 2025Q3: 4,169 shares; 2025Q4: 3,999 shares 3,999$264K0.16%-170Timeline
BSVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,311 shares 3,311$261K0.16%newTimeline
VUGVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 547 shares; 2025Q1: 633 shares; 2025Q2: 533 shares; 2025Q3: 533 shares; 2025Q4: 533 shares 533$260K0.16%0Timeline
EMGFISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,157 shares; 2025Q3: 4,151 shares; 2025Q4: 4,371 shares 4,371$253K0.16%+220Timeline
SYKSTRYKER CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 779 shares; 2025Q1: 744 shares; 2025Q2: 726 shares; 2025Q3: 705 shares; 2025Q4: 713 shares 713$251K0.15%+8Timeline
LINLINDE PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 495 shares; 2025Q1: 509 shares; 2025Q2: 598 shares; 2025Q3: 591 shares; 2025Q4: 575 shares 575$245K0.15%-16Timeline
IUSBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 5,194 shares; 2025Q2: 5,160 shares; 2025Q3: 4,734 shares; 2025Q4: 5,121 shares 5,121$238K0.15%+387Timeline
MCDMCDONALDS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 761 shares; 2025Q1: 789 shares; 2025Q2: 826 shares; 2025Q3: 768 shares; 2025Q4: 777 shares 777$237K0.15%+9Timeline
UNHUNITEDHEALTH GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 781 shares; 2025Q1: 766 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 719 shares 719$237K0.15%newTimeline
EFGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,003 shares; 2025Q2: 2,090 shares; 2025Q3: 2,067 shares; 2025Q4: 2,056 shares 2,056$234K0.14%-11Timeline
INTUINTUITQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 335 shares; 2025Q1: not reported; 2025Q2: 338 shares; 2025Q3: 369 shares; 2025Q4: 353 shares 353$234K0.14%-16Timeline
MUNIPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,697 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,923 shares; 2025Q4: 4,450 shares 4,450$233K0.14%+527Timeline
TLTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,117 shares; 2025Q1: 10,074 shares; 2025Q2: 10,960 shares; 2025Q3: 11,990 shares; 2025Q4: 2,646 shares 2,646$231K0.14%-9,344Timeline
GEGE AEROSPACEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 722 shares; 2025Q4: 744 shares 744$229K0.14%+22Timeline
VNQVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,611 shares; 2025Q2: not reported; 2025Q3: 2,208 shares; 2025Q4: 2,576 shares 2,576$228K0.14%+368Timeline
FQALFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,811 shares; 2025Q4: 2,962 shares 2,962$224K0.14%+151Timeline
BACBANK OF AMER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,879 shares; 2025Q4: 4,061 shares 4,061$223K0.14%+182Timeline
MEARISHARES U S ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,909 shares; 2025Q1: 5,238 shares; 2025Q2: 4,701 shares; 2025Q3: 4,835 shares; 2025Q4: 4,343 shares 4,343$219K0.13%-492Timeline
IWVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 651 shares; 2025Q2: not reported; 2025Q3: 559 shares; 2025Q4: 559 shares 559$216K0.13%0Timeline
VONVVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,518 shares; 2025Q3: 2,301 shares; 2025Q4: 2,303 shares 2,303$213K0.13%+2Timeline
IBTGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,890 shares; 2025Q3: 8,890 shares; 2025Q4: 9,270 shares 9,270$212K0.13%+380Timeline
JMSTJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,033 shares 4,033$205K0.13%newTimeline

Sold out in Q4 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
ZTSZOETIS INC4,047$592Kshares
UNILEVER PLCUNILEVER PLC8,989$533Kshares
CLCOLGATE PALMOLIVE CO6,657$532Kshares
ISHARES TRISHARES TR19,124$482Kshares
ITWILLINOIS TOOL WKS INC791$206Kshares
ABTABBOTT LABORATORIES1,526$204Kshares

How Q4 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0002001526-26-000001 base2026-01-07acceptance time not in the bulk data set