TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 541,057 shares; 2023Q3: 579,764 shares; 2023Q4: 472,953 shares; 2024Q1: 419,407 shares; 2024Q2: 422,371 shares; 2024Q3: 432,548 shares; 2024Q4: 331,643 shares; 2025Q1: 352,296 shares 352,296 $17.8M 9.92% +20,653 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: 49,313 shares; 2023Q3: 49,691 shares; 2023Q4: 49,758 shares; 2024Q1: 49,731 shares; 2024Q2: 46,922 shares; 2024Q3: 47,304 shares; 2024Q4: 48,367 shares; 2025Q1: 48,978 shares 48,978 $15.1M 8.41% +611 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 17,953 shares; 2024Q1: 185,863 shares; 2024Q2: 226,831 shares; 2024Q3: 253,924 shares; 2024Q4: 273,181 shares; 2025Q1: 248,089 shares 248,089 $7.88M 4.38% -25,092 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: 105,131 shares; 2023Q3: 104,772 shares; 2023Q4: 106,587 shares; 2024Q1: 116,249 shares; 2024Q2: 117,271 shares; 2024Q3: 118,616 shares; 2024Q4: 115,951 shares; 2025Q1: 107,327 shares 107,327 $5.91M 3.29% -8,624 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: 69,158 shares; 2023Q3: 68,920 shares; 2023Q4: 70,184 shares; 2024Q1: 37,827 shares; 2024Q2: 37,543 shares; 2024Q3: 37,384 shares; 2024Q4: 35,279 shares; 2025Q1: 35,056 shares 35,056 $4.91M 2.73% -223 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 8,961 shares; 2023Q3: 9,802 shares; 2023Q4: 4,646 shares; 2024Q1: 5,351 shares; 2024Q2: 6,058 shares; 2024Q3: 7,704 shares; 2024Q4: 8,541 shares; 2025Q1: 8,629 shares 8,629 $4.37M 2.43% +88 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: 110,694 shares; 2023Q3: 108,599 shares; 2023Q4: 86,695 shares; 2024Q1: 86,554 shares; 2024Q2: 94,675 shares; 2024Q3: 94,796 shares; 2024Q4: 81,275 shares; 2025Q1: 77,683 shares 77,683 $4.02M 2.23% -3,592 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 96,586 shares; 2023Q3: 82,737 shares; 2023Q4: 75,252 shares; 2024Q1: 60,206 shares; 2024Q2: 55,950 shares; 2024Q3: 48,311 shares; 2024Q4: 45,300 shares; 2025Q1: 37,699 shares 37,699 $3.73M 2.07% -7,601 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: 34,653 shares; 2023Q3: 34,534 shares; 2023Q4: 37,226 shares; 2024Q1: 39,492 shares; 2024Q2: 39,765 shares; 2024Q3: 39,964 shares; 2024Q4: 160,838 shares; 2025Q1: 142,669 shares 142,669 $3.6M 2% -18,169 Timeline SCHV 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: 46,754 shares; 2023Q3: 46,812 shares; 2023Q4: 45,834 shares; 2024Q1: 45,173 shares; 2024Q2: 44,346 shares; 2024Q3: 43,891 shares; 2024Q4: 123,931 shares; 2025Q1: 122,650 shares 122,650 $3.15M 1.75% -1,281 Timeline FUTY 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 reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 71,013 shares; 2024Q4: not reported; 2025Q1: 61,444 shares 61,444 $3.12M 1.74% new 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: 34,789 shares; 2023Q3: 34,569 shares; 2023Q4: 38,914 shares; 2024Q1: 36,280 shares; 2024Q2: 20,134 shares; 2024Q3: 20,135 shares; 2024Q4: 14,712 shares; 2025Q1: 14,738 shares 14,738 $3.1M 1.72% +26 Timeline FSTA 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 reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 58,233 shares 58,233 $2.96M 1.65% new 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 reported; 2023Q3: not reported; 2023Q4: 3,100 shares; 2024Q1: 3,100 shares; 2024Q2: 53,472 shares; 2024Q3: 53,352 shares; 2024Q4: 3,691 shares; 2025Q1: 45,502 shares 45,502 $2.96M 1.65% +41,811 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: 16,355 shares; 2023Q3: 16,302 shares; 2023Q4: 18,974 shares; 2024Q1: 14,541 shares; 2024Q2: 13,634 shares; 2024Q3: 13,631 shares; 2024Q4: 7,593 shares; 2025Q1: 7,543 shares 7,543 $2.95M 1.64% -50 Timeline SCHX 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: 18,322 shares; 2023Q3: 19,328 shares; 2023Q4: 25,606 shares; 2024Q1: 32,308 shares; 2024Q2: 33,274 shares; 2024Q3: 35,695 shares; 2024Q4: 114,495 shares; 2025Q1: 130,519 shares 130,519 $2.84M 1.58% +16,024 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 reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 4,399 shares; 2025Q1: 18,122 shares 18,122 $2.82M 1.57% +13,723 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 23,239 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 24,895 shares 24,895 $2.75M 1.53% new Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 29,676 shares; 2023Q3: 29,901 shares; 2023Q4: 30,646 shares; 2024Q1: 30,646 shares; 2024Q2: 47,846 shares; 2024Q3: 49,661 shares; 2024Q4: 35,100 shares; 2025Q1: 54,637 shares 54,637 $2.72M 1.51% +19,537 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 74,573 shares; 2023Q3: 70,740 shares; 2023Q4: 67,043 shares; 2024Q1: 64,326 shares; 2024Q2: 64,334 shares; 2024Q3: 62,486 shares; 2024Q4: 59,915 shares; 2025Q1: 51,595 shares 51,595 $2.56M 1.42% -8,320 Timeline BBSI BARRETT BUSINESS SVCS INC More: the full row for BARRETT BUSINESS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 18,612 shares; 2023Q3: 15,010 shares; 2023Q4: 15,010 shares; 2024Q1: 15,010 shares; 2024Q2: 60,040 shares; 2024Q3: 60,040 shares; 2024Q4: 60,040 shares; 2025Q1: 60,040 shares 60,040 $2.45M 1.36% 0 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 reported; 2023Q3: not reported; 2023Q4: 10,955 shares; 2024Q1: 31,552 shares; 2024Q2: 43,713 shares; 2024Q3: 52,724 shares; 2024Q4: 53,803 shares; 2025Q1: 47,552 shares 47,552 $2.43M 1.35% -6,251 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: 1,972 shares; 2023Q3: 1,741 shares; 2023Q4: 1,746 shares; 2024Q1: 1,763 shares; 2024Q2: 17,780 shares; 2024Q3: 17,848 shares; 2024Q4: 23,603 shares; 2025Q1: 21,998 shares 21,998 $2.39M 1.33% -1,605 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 28,669 shares; 2023Q3: 55,967 shares; 2023Q4: 79,442 shares; 2024Q1: 59,310 shares; 2024Q2: 52,329 shares; 2024Q3: 50,891 shares; 2024Q4: 46,212 shares; 2025Q1: 47,110 shares 47,110 $2.37M 1.32% +898 Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 166,186 shares; 2023Q3: 53,946 shares; 2023Q4: 158,265 shares; 2024Q1: 54,551 shares; 2024Q2: 50,782 shares; 2024Q3: 51,755 shares; 2024Q4: 43,671 shares; 2025Q1: 41,284 shares 41,284 $2.34M 1.3% -2,387 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: 11,102 shares; 2023Q3: 11,102 shares; 2023Q4: 10,848 shares; 2024Q1: 9,082 shares; 2024Q2: 9,119 shares; 2024Q3: 9,283 shares; 2024Q4: 9,558 shares; 2025Q1: 9,558 shares 9,558 $2.33M 1.29% 0 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: 10,257 shares; 2023Q3: 10,257 shares; 2023Q4: 14,448 shares; 2024Q1: 12,168 shares; 2024Q2: 9,529 shares; 2024Q3: 9,547 shares; 2024Q4: 4,233 shares; 2025Q1: 4,333 shares 4,333 $2.3M 1.28% +100 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 6,367 shares; 2024Q2: 9,137 shares; 2024Q3: 9,879 shares; 2024Q4: 13,835 shares; 2025Q1: 60,755 shares 60,755 $1.98M 1.1% +46,920 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: 9,580 shares; 2023Q3: 9,939 shares; 2023Q4: 11,029 shares; 2024Q1: 11,245 shares; 2024Q2: 11,665 shares; 2024Q3: 11,396 shares; 2024Q4: 11,221 shares; 2025Q1: 11,389 shares 11,389 $1.91M 1.06% +168 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 14,244 shares; 2023Q3: 14,257 shares; 2023Q4: 14,270 shares; 2024Q1: 11,783 shares; 2024Q2: 11,797 shares; 2024Q3: 12,025 shares; 2024Q4: 10,570 shares; 2025Q1: 10,289 shares 10,289 $1.67M 0.93% -281 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: 19,186 shares; 2023Q3: 19,234 shares; 2023Q4: 19,284 shares; 2024Q1: 17,377 shares; 2024Q2: 17,426 shares; 2024Q3: 17,515 shares; 2024Q4: 14,418 shares; 2025Q1: 14,378 shares 14,378 $1.56M 0.87% -40 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: 2,487 shares; 2023Q3: 2,488 shares; 2023Q4: 2,491 shares; 2024Q1: 2,545 shares; 2024Q2: 2,546 shares; 2024Q3: 2,614 shares; 2024Q4: 2,984 shares; 2025Q1: 2,763 shares 2,763 $1.52M 0.85% -221 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 15,443 shares; 2023Q3: 13,707 shares; 2023Q4: 11,388 shares; 2024Q1: 9,355 shares; 2024Q2: 9,347 shares; 2024Q3: 9,367 shares; 2024Q4: 7,623 shares; 2025Q1: 7,753 shares 7,753 $1.49M 0.83% +130 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 10,738 shares; 2025Q1: 30,403 shares 30,403 $1.49M 0.83% +19,665 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: 3,233 shares; 2023Q3: 3,233 shares; 2023Q4: 3,563 shares; 2024Q1: 7,428 shares; 2024Q2: 11,463 shares; 2024Q3: 14,538 shares; 2024Q4: 14,538 shares; 2025Q1: 14,538 shares 14,538 $1.47M 0.82% 0 Timeline MAGS LISTED FDS TR More: the full row for LISTED FDS TR 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: 5,009 shares; 2024Q3: 6,024 shares; 2024Q4: 38,079 shares; 2025Q1: 31,541 shares 31,541 $1.46M 0.81% -6,538 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: 11,091 shares; 2023Q3: 11,198 shares; 2023Q4: 12,123 shares; 2024Q1: 17,822 shares; 2024Q2: 18,541 shares; 2024Q3: 20,803 shares; 2024Q4: 17,242 shares; 2025Q1: 18,507 shares 18,507 $1.46M 0.81% +1,265 Timeline GCOW 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 reported; 2023Q3: 25,376 shares; 2023Q4: 25,346 shares; 2024Q1: 25,807 shares; 2024Q2: 25,837 shares; 2024Q3: 25,772 shares; 2024Q4: 25,645 shares; 2025Q1: 39,527 shares 39,527 $1.45M 0.81% +13,882 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: 77,186 shares; 2023Q3: 45,385 shares; 2023Q4: 84,822 shares; 2024Q1: 25,802 shares; 2024Q2: 23,259 shares; 2024Q3: 24,563 shares; 2024Q4: 18,591 shares; 2025Q1: 16,181 shares 16,181 $1.45M 0.8% -2,410 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: 10,082 shares; 2023Q3: 10,110 shares; 2023Q4: 5,651 shares; 2024Q1: 26,250 shares; 2024Q2: 26,801 shares; 2024Q3: 26,998 shares; 2024Q4: 27,350 shares; 2025Q1: 24,875 shares 24,875 $1.41M 0.79% -2,475 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 6,159 shares; 2023Q3: 6,040 shares; 2023Q4: 5,957 shares; 2024Q1: 5,457 shares; 2024Q2: 5,382 shares; 2024Q3: 5,193 shares; 2024Q4: 4,626 shares; 2025Q1: 4,370 shares 4,370 $1.38M 0.77% -256 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 12,055 shares; 2023Q3: 12,058 shares; 2023Q4: 12,446 shares; 2024Q1: 9,649 shares; 2024Q2: 9,631 shares; 2024Q3: 9,501 shares; 2024Q4: 9,098 shares; 2025Q1: 9,098 shares 9,098 $1.18M 0.66% 0 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 4,643 shares; 2023Q3: 4,665 shares; 2023Q4: 4,685 shares; 2024Q1: 4,852 shares; 2024Q2: 4,872 shares; 2024Q3: 4,887 shares; 2024Q4: 4,894 shares; 2025Q1: 4,839 shares 4,839 $1.14M 0.63% -55 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 reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,562 shares; 2024Q3: 2,850 shares; 2024Q4: 3,123 shares; 2025Q1: 3,938 shares 3,938 $1.07M 0.59% +815 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: 2,353 shares; 2023Q3: 2,343 shares; 2023Q4: 2,345 shares; 2024Q1: 2,348 shares; 2024Q2: 2,348 shares; 2024Q3: 2,510 shares; 2024Q4: 2,744 shares; 2025Q1: 2,781 shares 2,781 $1.05M 0.58% +37 Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 26,710 shares; 2023Q3: 26,710 shares; 2023Q4: 26,710 shares; 2024Q1: 26,710 shares; 2024Q2: 26,710 shares; 2024Q3: 23,485 shares; 2024Q4: 23,485 shares; 2025Q1: 23,485 shares 23,485 $1.03M 0.57% 0 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 16,118 shares; 2023Q3: 16,100 shares; 2023Q4: 16,756 shares; 2024Q1: 17,697 shares; 2024Q2: 16,791 shares; 2024Q3: 16,752 shares; 2024Q4: 48,172 shares; 2025Q1: 47,790 shares 47,790 $1.01M 0.56% -382 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 reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 6,237 shares; 2025Q1: 6,243 shares 6,243 $1.01M 0.56% +6 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: 3,139 shares; 2023Q3: 3,139 shares; 2023Q4: 3,341 shares; 2024Q1: 1,762 shares; 2024Q2: 1,642 shares; 2024Q3: 1,680 shares; 2024Q4: 967 shares; 2025Q1: 965 shares 965 $944K 0.53% -2 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 reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 974 shares; 2024Q2: 1,915 shares; 2024Q3: 3,020 shares; 2024Q4: 3,847 shares; 2025Q1: 4,299 shares 4,299 $928K 0.52% +452 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: 13,338 shares; 2023Q3: 13,591 shares; 2023Q4: 12,164 shares; 2024Q1: 11,712 shares; 2024Q2: 10,671 shares; 2024Q3: 10,541 shares; 2024Q4: 10,187 shares; 2025Q1: 8,619 shares 8,619 $864K 0.48% -1,568 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: 3,526 shares; 2023Q3: 3,526 shares; 2023Q4: 3,325 shares; 2024Q1: 3,321 shares; 2024Q2: 2,390 shares; 2024Q3: 2,402 shares; 2024Q4: 2,363 shares; 2025Q1: 2,384 shares 2,384 $805K 0.45% +21 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: 59,497 shares; 2023Q3: 54,496 shares; 2023Q4: 33,897 shares; 2024Q1: 6,434 shares; 2024Q2: 6,421 shares; 2024Q3: 6,561 shares; 2024Q4: 5,744 shares; 2025Q1: 5,755 shares 5,755 $797K 0.44% +11 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 11,487 shares; 2023Q3: 10,077 shares; 2023Q4: 9,733 shares; 2024Q1: 6,863 shares; 2024Q2: 6,868 shares; 2024Q3: 6,871 shares; 2024Q4: 4,898 shares; 2025Q1: 4,848 shares 4,848 $753K 0.42% -50 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 51,653 shares; 2023Q3: 51,653 shares; 2023Q4: 51,664 shares; 2024Q1: 31,160 shares; 2024Q2: 29,164 shares; 2024Q3: 29,169 shares; 2024Q4: 18,693 shares; 2025Q1: 18,697 shares 18,697 $744K 0.41% +4 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 31,616 shares; 2023Q3: 29,987 shares; 2023Q4: 26,066 shares; 2024Q1: 20,839 shares; 2024Q2: 20,839 shares; 2024Q3: 15,781 shares; 2024Q4: 7,287 shares; 2025Q1: 12,071 shares 12,071 $725K 0.4% +4,784 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 reported; 2023Q3: 1,020 shares; 2023Q4: 1,255 shares; 2024Q1: 1,687 shares; 2024Q2: 2,308 shares; 2024Q3: 2,818 shares; 2024Q4: 3,019 shares; 2025Q1: 2,744 shares 2,744 $699K 0.39% -275 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: 2,567 shares; 2023Q3: 2,567 shares; 2023Q4: 3,090 shares; 2024Q1: 3,118 shares; 2024Q2: 3,363 shares; 2024Q3: 3,616 shares; 2024Q4: 3,977 shares; 2025Q1: 3,508 shares 3,508 $658K 0.37% -469 Timeline TARS TARSUS PHARMACEUTICALS INC More: the full row for TARSUS PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 53,625 shares; 2023Q3: 53,610 shares; 2023Q4: 53,610 shares; 2024Q1: 53,610 shares; 2024Q2: 53,600 shares; 2024Q3: 53,630 shares; 2024Q4: 39,299 shares; 2025Q1: 13,156 shares 13,156 $654K 0.36% -26,143 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 1,382 shares; 2023Q3: 1,382 shares; 2023Q4: 1,151 shares; 2024Q1: 1,162 shares; 2024Q2: 1,168 shares; 2024Q3: 1,169 shares; 2024Q4: 1,171 shares; 2025Q1: 1,172 shares 1,172 $640K 0.36% +1 Timeline PREF PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD 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: 34,241 shares 34,241 $633K 0.35% new Timeline IGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 11,130 shares; 2025Q1: 11,130 shares 11,130 $631K 0.35% 0 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 2,150 shares; 2023Q3: 2,158 shares; 2023Q4: 2,167 shares; 2024Q1: 2,175 shares; 2024Q2: 2,175 shares; 2024Q3: 2,182 shares; 2024Q4: 2,426 shares; 2025Q1: 2,433 shares 2,433 $618K 0.34% +7 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: 4,157 shares; 2023Q3: 4,164 shares; 2023Q4: 4,192 shares; 2024Q1: 11,492 shares; 2024Q2: 11,502 shares; 2024Q3: 11,523 shares; 2024Q4: 6,243 shares; 2025Q1: 6,296 shares 6,296 $600K 0.33% +53 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 11,179 shares; 2023Q3: 10,884 shares; 2023Q4: 10,599 shares; 2024Q1: 10,665 shares; 2024Q2: 10,650 shares; 2024Q3: 10,889 shares; 2024Q4: 8,155 shares; 2025Q1: 8,199 shares 8,199 $589K 0.33% +44 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 8,471 shares; 2023Q3: 8,441 shares; 2023Q4: 8,091 shares; 2024Q1: 8,058 shares; 2024Q2: 7,958 shares; 2024Q3: 7,858 shares; 2024Q4: 7,658 shares; 2025Q1: 7,623 shares 7,623 $576K 0.32% -35 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: 11,504 shares; 2023Q3: 11,255 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 8,042 shares; 2025Q1: 10,447 shares 10,447 $552K 0.31% +2,405 Timeline XLP 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: 92,854 shares; 2023Q3: 87,587 shares; 2023Q4: 7,052 shares; 2024Q1: 6,671 shares; 2024Q2: 6,656 shares; 2024Q3: 6,685 shares; 2024Q4: 8,250 shares; 2025Q1: 6,768 shares 6,768 $547K 0.3% -1,482 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: 2,793 shares; 2023Q3: 2,793 shares; 2023Q4: 2,793 shares; 2024Q1: 2,793 shares; 2024Q2: 2,978 shares; 2024Q3: 2,969 shares; 2024Q4: 2,969 shares; 2025Q1: 2,969 shares 2,969 $542K 0.3% 0 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 4,857 shares; 2023Q3: 4,852 shares; 2023Q4: 4,783 shares; 2024Q1: 3,757 shares; 2024Q2: 3,855 shares; 2024Q3: 3,874 shares; 2024Q4: 3,166 shares; 2025Q1: 3,286 shares 3,286 $528K 0.29% +120 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 8,567 shares; 2023Q3: 8,596 shares; 2023Q4: 8,626 shares; 2024Q1: 5,652 shares; 2024Q2: 5,677 shares; 2024Q3: 5,900 shares; 2024Q4: 5,926 shares; 2025Q1: 5,678 shares 5,678 $516K 0.29% -248 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 20,145 shares; 2023Q3: 16,543 shares; 2023Q4: 15,128 shares; 2024Q1: 14,861 shares; 2024Q2: 13,361 shares; 2024Q3: 13,397 shares; 2024Q4: 11,808 shares; 2025Q1: 11,808 shares 11,808 $512K 0.28% 0 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 3,644 shares; 2023Q3: 3,644 shares; 2023Q4: 3,644 shares; 2024Q1: 3,648 shares; 2024Q2: 3,648 shares; 2024Q3: 3,648 shares; 2024Q4: 3,644 shares; 2025Q1: 3,588 shares 3,588 $510K 0.28% -56 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS 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: 5,642 shares; 2024Q4: 7,556 shares; 2025Q1: 10,616 shares 10,616 $499K 0.28% +3,060 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: 729 shares; 2023Q3: 729 shares; 2023Q4: 729 shares; 2024Q1: 875 shares; 2024Q2: 923 shares; 2024Q3: 892 shares; 2024Q4: 881 shares; 2025Q1: 886 shares 886 $490K 0.27% +5 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: 35,630 shares; 2023Q3: 28,655 shares; 2023Q4: 24,802 shares; 2024Q1: 20,263 shares; 2024Q2: 20,323 shares; 2024Q3: 20,923 shares; 2024Q4: 21,110 shares; 2025Q1: 20,816 shares 20,816 $480K 0.27% -294 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: 1,924 shares; 2023Q4: 1,926 shares; 2024Q1: 1,926 shares; 2024Q2: 1,926 shares; 2024Q3: 1,926 shares; 2024Q4: 1,968 shares; 2025Q1: 2,056 shares 2,056 $462K 0.26% +88 Timeline ADVERUM BIOTECHNOLOGIES INC ADVERUM BIOTECHNOLOGIES INC More: the full row for ADVERUM BIOTECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 38,620 shares; 2024Q4: 84,173 shares; 2025Q1: 160,157 shares 160,157 $461K 0.26% +75,984 ISPY PROSHARES TR More: the full row for PROSHARES TR 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: 15,782 shares; 2024Q4: 14,953 shares; 2025Q1: 11,541 shares 11,541 $456K 0.25% -3,412 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 4,655 shares; 2024Q3: 5,201 shares; 2024Q4: 5,220 shares; 2025Q1: 5,220 shares 5,220 $442K 0.25% 0 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 2,882 shares; 2023Q3: 2,917 shares; 2023Q4: 2,953 shares; 2024Q1: 2,992 shares; 2024Q2: 3,010 shares; 2024Q3: 3,023 shares; 2024Q4: 3,037 shares; 2025Q1: 3,050 shares 3,050 $421K 0.23% +13 Timeline FPWR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 13,560 shares; 2023Q3: 13,560 shares; 2023Q4: 13,560 shares; 2024Q1: 13,560 shares; 2024Q2: 13,560 shares; 2024Q3: 13,560 shares; 2024Q4: 13,560 shares; 2025Q1: 13,560 shares 13,560 $417K 0.23% 0 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 2,735 shares; 2023Q3: 2,705 shares; 2023Q4: 2,690 shares; 2024Q1: 2,690 shares; 2024Q2: 2,690 shares; 2024Q3: 2,690 shares; 2024Q4: 2,819 shares; 2025Q1: 2,543 shares 2,543 $394K 0.22% -276 Timeline OCUL OCULAR THERAPEUTIX INC More: the full row for OCULAR THERAPEUTIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 36,039 shares; 2024Q3: 47,691 shares; 2024Q4: 47,691 shares; 2025Q1: 47,691 shares 47,691 $388K 0.22% 0 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 3,136 shares; 2023Q3: 3,161 shares; 2023Q4: 3,490 shares; 2024Q1: 3,519 shares; 2024Q2: 3,547 shares; 2024Q3: 3,572 shares; 2024Q4: 3,069 shares; 2025Q1: 3,089 shares 3,089 $373K 0.21% +20 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 9,137 shares; 2023Q3: 9,142 shares; 2023Q4: 11,112 shares; 2024Q1: 7,744 shares; 2024Q2: 7,744 shares; 2024Q3: 7,737 shares; 2024Q4: 5,727 shares; 2025Q1: 5,727 shares 5,727 $372K 0.21% 0 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: 5,400 shares; 2023Q3: 5,400 shares; 2023Q4: 5,400 shares; 2024Q1: 2,906 shares; 2024Q2: 2,900 shares; 2024Q3: 2,900 shares; 2024Q4: 2,900 shares; 2025Q1: 2,900 shares 2,900 $369K 0.2% 0 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 4,644 shares; 2023Q3: 4,644 shares; 2023Q4: 4,644 shares; 2024Q1: 2,144 shares; 2024Q2: 2,144 shares; 2024Q3: 2,152 shares; 2024Q4: 1,255 shares; 2025Q1: 1,255 shares 1,255 $368K 0.2% 0 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 1,100 shares; 2023Q3: 1,100 shares; 2023Q4: 1,100 shares; 2024Q1: 1,100 shares; 2024Q2: 1,100 shares; 2024Q3: 1,100 shares; 2024Q4: 1,135 shares; 2025Q1: 1,175 shares 1,175 $368K 0.2% +40 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 3,119 shares; 2023Q3: 3,119 shares; 2023Q4: 2,734 shares; 2024Q1: 2,707 shares; 2024Q2: 2,629 shares; 2024Q3: 3,529 shares; 2024Q4: 3,529 shares; 2025Q1: 3,446 shares 3,446 $359K 0.2% -83 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 12,949 shares; 2023Q3: 12,967 shares; 2023Q4: 13,003 shares; 2024Q1: 10,003 shares; 2024Q2: 10,251 shares; 2024Q3: 10,135 shares; 2024Q4: 6,239 shares; 2025Q1: 6,249 shares 6,249 $355K 0.2% +10 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 5,548 shares; 2023Q3: 5,548 shares; 2023Q4: 6,955 shares; 2024Q1: 7,680 shares; 2024Q2: 7,680 shares; 2024Q3: 7,680 shares; 2024Q4: 7,680 shares; 2025Q1: 7,470 shares 7,470 $347K 0.19% -210 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX FD 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: 4,509 shares 4,509 $340K 0.19% new 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: 11,599 shares; 2023Q3: 11,595 shares; 2023Q4: 12,100 shares; 2024Q1: 12,170 shares; 2024Q2: 12,680 shares; 2024Q3: 12,935 shares; 2024Q4: 12,935 shares; 2025Q1: 11,160 shares 11,160 $337K 0.19% -1,775 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 3,569 shares; 2023Q3: 3,570 shares; 2023Q4: 3,572 shares; 2024Q1: 1,656 shares; 2024Q2: 1,658 shares; 2024Q3: 1,661 shares; 2024Q4: 1,663 shares; 2025Q1: 1,665 shares 1,665 $333K 0.19% +2 Timeline VHT 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: 1,325 shares; 2023Q3: 1,325 shares; 2023Q4: 1,300 shares; 2024Q1: 1,300 shares; 2024Q2: 1,300 shares; 2024Q3: 1,300 shares; 2024Q4: 1,300 shares; 2025Q1: 1,300 shares 1,300 $328K 0.18% 0 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 reported; 2023Q3: 1,257 shares; 2023Q4: not reported; 2024Q1: 1,520 shares; 2024Q2: 1,521 shares; 2024Q3: 1,565 shares; 2024Q4: 2,293 shares; 2025Q1: 2,294 shares 2,294 $321K 0.18% +1 Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 49,698 shares; 2024Q2: 36,353 shares; 2024Q3: 17,191 shares; 2024Q4: 6,962 shares; 2025Q1: 4,936 shares 4,936 $312K 0.17% -2,026 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 4,120 shares; 2023Q3: 4,120 shares; 2023Q4: 4,120 shares; 2024Q1: 820 shares; 2024Q2: 490 shares; 2024Q3: 490 shares; 2024Q4: 490 shares; 2025Q1: 490 shares 490 $308K 0.17% 0 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 4,379 shares; 2023Q3: 4,380 shares; 2023Q4: 4,351 shares; 2024Q1: 4,352 shares; 2024Q2: 4,353 shares; 2024Q3: 4,354 shares; 2024Q4: 4,301 shares; 2025Q1: 4,303 shares 4,303 $303K 0.17% +2 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,496 shares 9,496 $303K 0.17% new Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 1,835 shares; 2023Q3: 1,835 shares; 2023Q4: 2,365 shares; 2024Q1: 1,634 shares; 2024Q2: 1,734 shares; 2024Q3: 1,647 shares; 2024Q4: 1,336 shares; 2025Q1: 1,411 shares 1,411 $289K 0.16% +75 Timeline NBH NEUBERGER MUN FD INC More: the full row for NEUBERGER MUN FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 25,198 shares; 2024Q4: 25,198 shares; 2025Q1: 28,198 shares 28,198 $286K 0.16% +3,000 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 5,903 shares; 2023Q3: 5,878 shares; 2023Q4: 5,879 shares; 2024Q1: 4,849 shares; 2024Q2: 4,079 shares; 2024Q3: 3,481 shares; 2024Q4: 3,165 shares; 2025Q1: 3,168 shares 3,168 $286K 0.16% +3 Timeline UCON FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 11,386 shares; 2023Q3: 11,386 shares; 2023Q4: 13,311 shares; 2024Q1: 13,311 shares; 2024Q2: 13,311 shares; 2024Q3: 13,311 shares; 2024Q4: 11,386 shares; 2025Q1: 11,386 shares 11,386 $281K 0.16% 0 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: 3,764 shares; 2023Q3: 3,764 shares; 2023Q4: 3,764 shares; 2024Q1: 3,764 shares; 2024Q2: 3,764 shares; 2024Q3: 3,994 shares; 2024Q4: not reported; 2025Q1: 1,340 shares 1,340 $279K 0.16% new Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 6,287 shares; 2024Q3: 7,314 shares; 2024Q4: 7,440 shares; 2025Q1: 7,440 shares 7,440 $278K 0.15% 0 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 9,244 shares; 2023Q3: 9,256 shares; 2023Q4: 9,267 shares; 2024Q1: 7,922 shares; 2024Q2: 7,933 shares; 2024Q3: 8,306 shares; 2024Q4: 6,677 shares; 2025Q1: 6,416 shares 6,416 $272K 0.15% -261 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 622 shares; 2023Q3: 622 shares; 2023Q4: 622 shares; 2024Q1: 622 shares; 2024Q2: 622 shares; 2024Q3: 622 shares; 2024Q4: 632 shares; 2025Q1: 631 shares 631 $266K 0.15% -1 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: 9,003 shares; 2023Q3: 9,003 shares; 2023Q4: 9,003 shares; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,076 shares; 2024Q4: 2,076 shares; 2025Q1: 2,106 shares 2,106 $263K 0.15% +30 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 520 shares; 2023Q3: 524 shares; 2023Q4: 528 shares; 2024Q1: 531 shares; 2024Q2: 535 shares; 2024Q3: 542 shares; 2024Q4: 545 shares; 2025Q1: 549 shares 549 $262K 0.15% +4 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 4,905 shares; 2025Q1: 4,905 shares 4,905 $261K 0.15% 0 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 10,388 shares; 2023Q3: 10,156 shares; 2023Q4: 10,156 shares; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 9,483 shares; 2024Q4: 9,541 shares; 2025Q1: 9,541 shares 9,541 $260K 0.14% 0 Timeline EYPT EYEPOINT INC More: the full row for EYEPOINT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 36,640 shares; 2024Q4: 36,640 shares; 2025Q1: 36,620 shares 36,620 $248K 0.14% -20 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 2,617 shares; 2023Q3: not reported; 2023Q4: 2,671 shares; 2024Q1: 2,698 shares; 2024Q2: 2,723 shares; 2024Q3: 2,744 shares; 2024Q4: 2,271 shares; 2025Q1: 2,289 shares 2,289 $245K 0.14% +18 Timeline RXST RXSIGHT INC More: the full row for RXSIGHT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 7,258 shares; 2024Q3: 7,258 shares; 2024Q4: 7,258 shares; 2025Q1: 16,618 shares 16,618 $242K 0.13% +9,360 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 2,190 shares; 2023Q3: 2,190 shares; 2023Q4: 2,190 shares; 2024Q1: 490 shares; 2024Q2: 490 shares; 2024Q3: 490 shares; 2024Q4: 490 shares; 2025Q1: 490 shares 490 $235K 0.13% 0 Timeline XLY 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: 2,666 shares; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,069 shares; 2024Q4: not reported; 2025Q1: 1,183 shares 1,183 $234K 0.13% new Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 8,559 shares; 2023Q3: 9,671 shares; 2023Q4: 13,028 shares; 2024Q1: 8,202 shares; 2024Q2: 8,237 shares; 2024Q3: 8,380 shares; 2024Q4: 3,483 shares; 2025Q1: 3,484 shares 3,484 $231K 0.13% +1 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: 18,411 shares; 2023Q3: 18,767 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 9,743 shares; 2025Q1: 10,052 shares 10,052 $230K 0.13% +309 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 1,091 shares; 2023Q3: 1,091 shares; 2023Q4: 1,087 shares; 2024Q1: 1,086 shares; 2024Q2: 1,083 shares; 2024Q3: 1,083 shares; 2024Q4: 1,081 shares; 2025Q1: 1,080 shares 1,080 $228K 0.13% -1 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 4,208 shares; 2023Q3: 4,200 shares; 2023Q4: 4,031 shares; 2024Q1: 4,031 shares; 2024Q2: 3,998 shares; 2024Q3: 4,022 shares; 2024Q4: 3,992 shares; 2025Q1: 2,740 shares 2,740 $228K 0.13% -1,252 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 2,624 shares; 2023Q3: 2,624 shares; 2023Q4: 2,631 shares; 2024Q1: 1,594 shares; 2024Q2: 1,597 shares; 2024Q3: 1,685 shares; 2024Q4: 1,778 shares; 2025Q1: 1,699 shares 1,699 $227K 0.13% -79 Timeline XLI 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: 2,671 shares; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,746 shares; 2024Q4: not reported; 2025Q1: 1,751 shares 1,751 $227K 0.13% new Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 11,780 shares; 2023Q3: 11,765 shares; 2023Q4: 11,765 shares; 2024Q1: 1,229 shares; 2024Q2: 1,229 shares; 2024Q3: 1,229 shares; 2024Q4: 1,009 shares; 2025Q1: 1,009 shares 1,009 $223K 0.12% 0 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 837 shares; 2024Q4: 839 shares; 2025Q1: 841 shares 841 $223K 0.12% +2 Timeline FNB F N B CORP More: the full row for F N B CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 28,630 shares; 2023Q3: 27,630 shares; 2023Q4: 24,630 shares; 2024Q1: 22,630 shares; 2024Q2: 21,130 shares; 2024Q3: 21,130 shares; 2024Q4: 21,130 shares; 2025Q1: 16,630 shares 16,630 $222K 0.12% -4,500 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 reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 2,687 shares; 2024Q2: 2,860 shares; 2024Q3: 2,860 shares; 2024Q4: 2,870 shares; 2025Q1: 2,528 shares 2,528 $214K 0.12% -342 Timeline SEIC SEI INVTS CO More: the full row for SEI INVTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 5,700 shares; 2023Q3: 5,700 shares; 2023Q4: 5,700 shares; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,600 shares; 2025Q1: 2,600 shares 2,600 $202K 0.11% 0 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 reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 367 shares 367 $202K 0.11% new Timeline FVCB FVCBANKCORP INC More: the full row for FVCBANKCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 12,186 shares; 2023Q3: 12,186 shares; 2023Q4: 12,186 shares; 2024Q1: 12,186 shares; 2024Q2: 12,186 shares; 2024Q3: 12,186 shares; 2024Q4: 12,186 shares; 2025Q1: 12,186 shares 12,186 $137K 0.08% 0 Timeline UAA UNDER ARMOUR INC More: the full row for UNDER ARMOUR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 27,189 shares; 2023Q3: 27,189 shares; 2023Q4: 27,185 shares; 2024Q1: 27,185 shares; 2024Q2: 20,185 shares; 2024Q3: 20,185 shares; 2024Q4: 15,185 shares; 2025Q1: 20,185 shares 20,185 $117K 0.06% +5,000 Timeline UIS UNISYS CORP More: the full row for UNISYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 12,000 shares; 2023Q3: 34,000 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 13,000 shares; 2024Q4: not reported; 2025Q1: 13,000 shares 13,000 $51.7K 0.03% new Timeline IBRX IMMUNITYBIO INC More: the full row for IMMUNITYBIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,105 shares 15,105 $39.7K 0.02% new Timeline