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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 422,785 shares; 2025Q2: 507,648 shares; 2025Q3: 573,688 shares; 2025Q4: 698,832 shares 698,832 $22.8M 10.03% +125,144 Timeline BDYN BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 744,847 shares; 2025Q4: 744,398 shares 744,398 $19.1M 8.39% -449 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 152,446 shares; 2025Q2: 239,185 shares; 2025Q3: 267,713 shares; 2025Q4: 328,803 shares 328,803 $18M 7.92% +61,090 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 244,270 shares; 2025Q2: 249,553 shares; 2025Q3: 235,449 shares; 2025Q4: 251,477 shares 251,477 $15.7M 6.91% +16,028 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 276,604 shares; 2025Q2: 371,980 shares; 2025Q3: 162,857 shares; 2025Q4: 274,375 shares 274,375 $13.8M 6.07% +111,518 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 50,620 shares; 2025Q2: 96,227 shares; 2025Q3: 140,920 shares; 2025Q4: 136,817 shares 136,817 $11.4M 5.03% -4,103 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 27,200 shares; 2025Q2: 32,920 shares; 2025Q3: 31,970 shares; 2025Q4: 73,974 shares 73,974 $10.7M 4.68% +42,004 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 13,486 shares; 2025Q2: 13,010 shares; 2025Q3: 12,685 shares; 2025Q4: 12,598 shares 12,598 $8.63M 3.8% -87 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 34,782 shares; 2025Q2: 39,541 shares; 2025Q3: 43,325 shares; 2025Q4: 48,528 shares 48,528 $7.51M 3.3% +5,203 Timeline XLC 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 7,993 shares; 2025Q2: 43,975 shares; 2025Q3: 67,326 shares; 2025Q4: 62,308 shares 62,308 $7.33M 3.23% -5,018 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 28,684 shares; 2025Q2: 24,551 shares; 2025Q3: 34,907 shares; 2025Q4: 44,003 shares 44,003 $6.83M 3% +9,096 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 51,078 shares; 2025Q2: 65,469 shares; 2025Q3: 63,746 shares; 2025Q4: 55,789 shares 55,789 $6.15M 2.7% -7,957 Timeline URTH ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 42 shares; 2025Q2: 124 shares; 2025Q3: 21,532 shares; 2025Q4: 32,879 shares 32,879 $6.11M 2.69% +11,347 Timeline FDIS FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 53,802 shares; 2025Q2: 52,522 shares; 2025Q3: 46,351 shares; 2025Q4: 57,269 shares 57,269 $5.85M 2.57% +10,918 Timeline GARP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 85,805 shares 85,805 $5.84M 2.57% new Timeline RING ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 16,165 shares; 2025Q2: 46,892 shares; 2025Q3: 45,925 shares; 2025Q4: 73,867 shares 73,867 $5.44M 2.39% +27,942 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 140,659 shares; 2025Q2: 180,737 shares; 2025Q3: 162,706 shares; 2025Q4: 106,434 shares 106,434 $5.01M 2.2% -56,272 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 31,300 shares; 2025Q2: 30,431 shares; 2025Q3: 28,463 shares; 2025Q4: 28,003 shares 28,003 $3.62M 1.59% -460 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 6,467 shares; 2025Q2: 5,930 shares; 2025Q3: 5,753 shares; 2025Q4: 5,655 shares 5,655 $3.55M 1.56% -98 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 66,077 shares; 2025Q2: 65,947 shares; 2025Q3: 53,753 shares; 2025Q4: 135,989 shares 135,989 $3.41M 1.5% +82,236 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 7,304 shares; 2025Q2: 14,683 shares; 2025Q3: 12,668 shares; 2025Q4: 13,834 shares 13,834 $3.34M 1.47% +1,166 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,526 shares; 2025Q4: 12,481 shares 12,481 $3.12M 1.37% +955 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 50,167 shares; 2025Q2: 38,746 shares; 2025Q3: 36,979 shares; 2025Q4: 33,102 shares 33,102 $2.96M 1.3% -3,877 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 17,840 shares; 2025Q2: 6,536 shares; 2025Q3: 22,978 shares; 2025Q4: 55,405 shares 55,405 $2.48M 1.09% +32,427 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 14,132 shares; 2025Q2: 14,166 shares; 2025Q3: 14,167 shares; 2025Q4: 12,797 shares 12,797 $2.39M 1.05% -1,370 Timeline VTWG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 13,080 shares; 2025Q2: 12,235 shares; 2025Q3: 10,649 shares; 2025Q4: 10,033 shares 10,033 $2.37M 1.04% -616 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 52,135 shares; 2025Q2: 34,287 shares; 2025Q3: not reported; 2025Q4: 28,048 shares 28,048 $2.26M 1% new Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 3,595 shares; 2025Q2: 3,125 shares; 2025Q3: 3,125 shares; 2025Q4: 3,027 shares 3,027 $1.86M 0.82% -98 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 7,094 shares; 2025Q2: 7,060 shares; 2025Q3: 5,998 shares; 2025Q4: 5,431 shares 5,431 $1.58M 0.69% -567 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 11,635 shares; 2025Q2: 16,078 shares; 2025Q3: 7,718 shares; 2025Q4: 7,632 shares 7,632 $1.46M 0.64% -86 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 6 shares; 2025Q3: not reported; 2025Q4: 3,892 shares 3,892 $1.4M 0.62% new Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 66,245 shares; 2025Q2: 117,713 shares; 2025Q3: 68,442 shares; 2025Q4: 21,056 shares 21,056 $1.33M 0.59% -47,386 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 2,809 shares; 2025Q2: 6,928 shares; 2025Q3: 5,821 shares; 2025Q4: 5,697 shares 5,697 $1.25M 0.55% -124 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 4,608 shares; 2025Q2: 4,608 shares; 2025Q3: 4,608 shares; 2025Q4: 4,600 shares 4,600 $1.25M 0.55% -8 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 3,640 shares; 2025Q2: 3,640 shares; 2025Q3: 3,640 shares; 2025Q4: 3,640 shares 3,640 $1.14M 0.5% 0 Timeline SCHQ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 48,986 shares; 2025Q2: 70,351 shares; 2025Q3: 50,887 shares; 2025Q4: 33,475 shares 33,475 $1.06M 0.47% -17,412 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 2,292 shares; 2025Q2: 2,292 shares; 2025Q3: 2,292 shares; 2025Q4: 2,292 shares 2,292 $1.03M 0.45% 0 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 1,994 shares; 2025Q2: 1,994 shares; 2025Q3: 1,995 shares; 2025Q4: 1,995 shares 1,995 $965K 0.42% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 1,286 shares; 2025Q2: 1,284 shares; 2025Q3: 1,284 shares; 2025Q4: 1,284 shares 1,284 $875K 0.39% 0 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,865 shares 8,865 $854K 0.38% new Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 17,211 shares; 2025Q2: 17,106 shares; 2025Q3: 9,589 shares; 2025Q4: 13,210 shares 13,210 $759K 0.33% +3,621 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 10,147 shares; 2025Q2: 10,147 shares; 2025Q3: 10,147 shares; 2025Q4: 10,147 shares 10,147 $694K 0.31% 0 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 3,540 shares; 2025Q2: 3,540 shares; 2025Q3: 3,540 shares; 2025Q4: 3,540 shares 3,540 $570K 0.25% 0 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 3,835 shares; 2025Q2: 3,848 shares; 2025Q3: 3,813 shares; 2025Q4: 3,813 shares 3,813 $547K 0.24% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 12,103 shares; 2025Q2: 11,969 shares; 2025Q3: 6,572 shares; 2025Q4: 6,601 shares 6,601 $489K 0.22% +29 Timeline NYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 4,336 shares; 2025Q2: 5,225 shares; 2025Q3: 7,997 shares; 2025Q4: 8,177 shares 8,177 $438K 0.19% +180 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 998 shares; 2025Q2: 998 shares; 2025Q3: 998 shares; 2025Q4: 998 shares 998 $396K 0.17% 0 Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 16,289 shares; 2025Q2: 16,288 shares; 2025Q3: 16,288 shares; 2025Q4: 16,285 shares 16,285 $340K 0.15% -3 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 1,424 shares; 2025Q2: 1,424 shares; 2025Q3: 1,424 shares; 2025Q4: 1,424 shares 1,424 $329K 0.14% 0 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 3,732 shares; 2025Q2: 3,403 shares; 2025Q3: 3,375 shares; 2025Q4: 3,327 shares 3,327 $319K 0.14% -48 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 831 shares; 2025Q2: 831 shares; 2025Q3: 831 shares; 2025Q4: 831 shares 831 $288K 0.13% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 108 shares; 2025Q2: 394 shares; 2025Q3: 394 shares; 2025Q4: 394 shares 394 $260K 0.11% 0 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 1,067 shares; 2025Q2: 848 shares; 2025Q3: 339 shares; 2025Q4: 339 shares 339 $205K 0.09% 0 Timeline