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: 26,691 shares; 2023Q3: 29,172 shares; 2023Q4: 29,069 shares; 2024Q1: 40,795 shares; 2024Q2: 45,912 shares; 2024Q3: 48,268 shares; 2024Q4: 53,013 shares; 2025Q1: 55,309 shares 55,309 $15.2M 8.19% +2,296 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 65,647 shares; 2023Q3: 62,718 shares; 2023Q4: 58,926 shares; 2024Q1: 58,895 shares; 2024Q2: 55,096 shares; 2024Q3: 113,015 shares; 2024Q4: 148,298 shares; 2025Q1: 158,500 shares 158,500 $12.7M 6.87% +10,202 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: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 521,086 shares 521,086 $11.5M 6.2% new 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: 36,813 shares; 2023Q3: 39,818 shares; 2023Q4: 38,038 shares; 2024Q1: 39,113 shares; 2024Q2: 40,822 shares; 2024Q3: 44,331 shares; 2024Q4: 41,980 shares; 2025Q1: 19,765 shares 19,765 $11.1M 5.96% -22,215 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 39,584 shares; 2023Q3: 40,400 shares; 2023Q4: 42,476 shares; 2024Q1: 46,722 shares; 2024Q2: 52,256 shares; 2024Q3: 64,064 shares; 2024Q4: 76,191 shares; 2025Q1: 60,440 shares 60,440 $6.04M 3.26% -15,751 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 64,374 shares; 2023Q3: 105,757 shares; 2023Q4: 117,499 shares; 2024Q1: 132,626 shares; 2024Q2: 186,455 shares; 2024Q3: 177,042 shares; 2024Q4: 160,858 shares; 2025Q1: 153,257 shares 153,257 $6.03M 3.25% -7,601 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: 29,166 shares; 2023Q3: 30,049 shares; 2023Q4: 35,573 shares; 2024Q1: 36,341 shares; 2024Q2: 36,501 shares; 2024Q3: 36,986 shares; 2024Q4: 35,854 shares; 2025Q1: 79,434 shares 79,434 $6.01M 3.24% +43,580 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 20,205 shares; 2023Q3: 23,951 shares; 2023Q4: 27,577 shares; 2024Q1: 30,448 shares; 2024Q2: 31,926 shares; 2024Q3: 35,080 shares; 2024Q4: 38,970 shares; 2025Q1: 46,450 shares 46,450 $5.99M 3.23% +7,480 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 55,324 shares; 2023Q3: 49,592 shares; 2023Q4: 46,395 shares; 2024Q1: 47,239 shares; 2024Q2: 37,053 shares; 2024Q3: 33,694 shares; 2024Q4: 31,544 shares; 2025Q1: 31,202 shares 31,202 $5.75M 3.1% -342 Timeline QEFA SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 96,673 shares; 2023Q3: 93,669 shares; 2023Q4: 90,559 shares; 2024Q1: 91,427 shares; 2024Q2: 77,781 shares; 2024Q3: 66,428 shares; 2024Q4: 66,928 shares; 2025Q1: 64,860 shares 64,860 $5.12M 2.76% -2,068 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: 7,868 shares; 2023Q3: 8,244 shares; 2023Q4: 8,200 shares; 2024Q1: 8,160 shares; 2024Q2: 14,699 shares; 2024Q3: 13,431 shares; 2024Q4: 12,474 shares; 2025Q1: 12,420 shares 12,420 $4.66M 2.51% -54 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 12,379 shares; 2023Q3: 11,675 shares; 2023Q4: 10,085 shares; 2024Q1: 9,387 shares; 2024Q2: 17,692 shares; 2024Q3: 50,348 shares; 2024Q4: 84,977 shares; 2025Q1: 84,630 shares 84,630 $4.29M 2.31% -347 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: 6,385 shares; 2023Q3: 9,173 shares; 2023Q4: 32,667 shares; 2024Q1: 41,722 shares; 2024Q2: 56,984 shares; 2024Q3: 71,131 shares; 2024Q4: 72,096 shares; 2025Q1: 73,481 shares 73,481 $4.02M 2.17% +1,385 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: 17,143 shares; 2023Q3: 17,818 shares; 2023Q4: 17,771 shares; 2024Q1: 19,017 shares; 2024Q2: 19,145 shares; 2024Q3: 18,047 shares; 2024Q4: 16,670 shares; 2025Q1: 16,836 shares 16,836 $3.74M 2.02% +166 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: 31,020 shares; 2023Q3: 31,515 shares; 2023Q4: 33,404 shares; 2024Q1: 35,166 shares; 2024Q2: 40,110 shares; 2024Q3: 40,288 shares; 2024Q4: 41,768 shares; 2025Q1: 41,476 shares 41,476 $3.39M 1.83% -292 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: 27,861 shares; 2023Q3: 24,882 shares; 2023Q4: 23,199 shares; 2024Q1: 22,660 shares; 2024Q2: 17,384 shares; 2024Q3: 14,634 shares; 2024Q4: 14,015 shares; 2025Q1: 13,683 shares 13,683 $3.03M 1.64% -332 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: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 13,645 shares; 2024Q3: 14,099 shares; 2024Q4: 13,712 shares; 2025Q1: 17,107 shares 17,107 $2.92M 1.57% +3,395 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: 22,811 shares; 2023Q3: 20,522 shares; 2023Q4: 19,459 shares; 2024Q1: 19,136 shares; 2024Q2: 14,958 shares; 2024Q3: 12,092 shares; 2024Q4: 11,286 shares; 2025Q1: 10,916 shares 10,916 $2.82M 1.52% -370 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: 12,424 shares; 2023Q3: 12,523 shares; 2023Q4: 12,450 shares; 2024Q1: 12,801 shares; 2024Q2: 13,176 shares; 2024Q3: 12,879 shares; 2024Q4: 14,116 shares; 2025Q1: 13,913 shares 13,913 $2.65M 1.43% -203 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: 3,169 shares; 2023Q3: 3,527 shares; 2023Q4: 4,027 shares; 2024Q1: 4,117 shares; 2024Q2: 4,602 shares; 2024Q3: 4,516 shares; 2024Q4: 4,217 shares; 2025Q1: 4,401 shares 4,401 $2.47M 1.33% +184 Timeline CALF 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: not reported; 2023Q4: not reported; 2024Q1: 19,815 shares; 2024Q2: 42,400 shares; 2024Q3: 51,368 shares; 2024Q4: 58,643 shares; 2025Q1: 63,531 shares 63,531 $2.38M 1.28% +4,888 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 24,687 shares; 2023Q3: 22,862 shares; 2023Q4: 22,030 shares; 2024Q1: 22,550 shares; 2024Q2: 19,254 shares; 2024Q3: 21,193 shares; 2024Q4: 19,065 shares; 2025Q1: 19,289 shares 19,289 $2.34M 1.26% +224 Timeline EMXC ISHARES INC More: the full row for ISHARES 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: 25,834 shares; 2024Q4: 40,525 shares; 2025Q1: 42,150 shares 42,150 $2.32M 1.25% +1,625 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: 9,603 shares; 2023Q3: 6,289 shares; 2023Q4: 6,760 shares; 2024Q1: 6,891 shares; 2024Q2: 7,205 shares; 2024Q3: 14,475 shares; 2024Q4: 16,001 shares; 2025Q1: 16,514 shares 16,514 $2.32M 1.25% +513 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 18,051 shares; 2023Q3: 19,371 shares; 2023Q4: 21,656 shares; 2024Q1: 22,084 shares; 2024Q2: 23,576 shares; 2024Q3: 23,706 shares; 2024Q4: 24,656 shares; 2025Q1: 24,255 shares 24,255 $2.25M 1.21% -401 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 2,592 shares; 2023Q3: 2,609 shares; 2023Q4: 2,623 shares; 2024Q1: 2,623 shares; 2024Q2: 2,595 shares; 2024Q3: 2,661 shares; 2024Q4: 2,596 shares; 2025Q1: 2,537 shares 2,537 $2.09M 1.13% -59 Timeline IWO 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: 2,295 shares; 2023Q4: 2,673 shares; 2024Q1: 4,009 shares; 2024Q2: 6,783 shares; 2024Q3: 7,309 shares; 2024Q4: 7,605 shares; 2025Q1: 8,049 shares 8,049 $2.06M 1.11% +444 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 8,190 shares; 2023Q3: 8,425 shares; 2023Q4: 7,953 shares; 2024Q1: 8,227 shares; 2024Q2: 8,496 shares; 2024Q3: 8,629 shares; 2024Q4: 9,610 shares; 2025Q1: 10,971 shares 10,971 $1.9M 1.02% +1,361 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: 4,130 shares; 2023Q3: 4,065 shares; 2023Q4: 4,278 shares; 2024Q1: 21,735 shares; 2024Q2: 23,607 shares; 2024Q3: 25,169 shares; 2024Q4: 27,688 shares; 2025Q1: 27,833 shares 27,833 $1.62M 0.88% +145 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: 15,925 shares; 2023Q3: 18,248 shares; 2023Q4: 19,410 shares; 2024Q1: 18,477 shares; 2024Q2: 16,146 shares; 2024Q3: 14,509 shares; 2024Q4: 14,608 shares; 2025Q1: 15,362 shares 15,362 $1.61M 0.87% +754 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: 3,710 shares; 2023Q3: 3,992 shares; 2023Q4: 3,887 shares; 2024Q1: 3,892 shares; 2024Q2: 3,867 shares; 2024Q3: 4,079 shares; 2024Q4: 3,837 shares; 2025Q1: 4,107 shares 4,107 $1.52M 0.82% +270 Timeline BUFR 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: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 38,935 shares; 2025Q1: 50,967 shares 50,967 $1.51M 0.82% +12,032 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 11,528 shares; 2023Q3: 13,114 shares; 2023Q4: 14,322 shares; 2024Q1: 14,875 shares; 2024Q2: 23,066 shares; 2024Q3: 23,966 shares; 2024Q4: 23,638 shares; 2025Q1: 21,396 shares 21,396 $1.49M 0.81% -2,242 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: 569 shares; 2023Q4: 550 shares; 2024Q1: 855 shares; 2024Q2: 13,274 shares; 2024Q3: 12,880 shares; 2024Q4: 13,155 shares; 2025Q1: 12,942 shares 12,942 $1.4M 0.76% -213 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: 13,615 shares; 2023Q3: 16,012 shares; 2023Q4: 16,855 shares; 2024Q1: 20,264 shares; 2024Q2: 24,278 shares; 2024Q3: 25,696 shares; 2024Q4: 32,293 shares; 2025Q1: 34,566 shares 34,566 $1.28M 0.69% +2,273 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 54,021 shares 54,021 $1.25M 0.67% new Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 21,664 shares; 2023Q3: 23,601 shares; 2023Q4: 27,635 shares; 2024Q1: 29,870 shares; 2024Q2: 29,653 shares; 2024Q3: 30,757 shares; 2024Q4: 33,402 shares; 2025Q1: 35,848 shares 35,848 $1.18M 0.64% +2,446 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 19,697 shares; 2023Q3: 18,177 shares; 2023Q4: 17,493 shares; 2024Q1: 17,003 shares; 2024Q2: 15,412 shares; 2024Q3: 14,849 shares; 2024Q4: 14,066 shares; 2025Q1: 14,121 shares 14,121 $1.17M 0.63% +55 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 19,408 shares; 2024Q2: 19,413 shares; 2024Q3: 19,413 shares; 2024Q4: 19,408 shares; 2025Q1: 19,072 shares 19,072 $1.16M 0.62% -336 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 16,679 shares; 2023Q3: 16,295 shares; 2023Q4: 15,517 shares; 2024Q1: 14,682 shares; 2024Q2: 14,518 shares; 2024Q3: 13,255 shares; 2024Q4: 13,778 shares; 2025Q1: 14,023 shares 14,023 $954K 0.51% +245 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: 1,360 shares; 2023Q3: 1,252 shares; 2023Q4: 1,452 shares; 2024Q1: 1,471 shares; 2024Q2: 1,509 shares; 2024Q3: 1,515 shares; 2024Q4: 1,499 shares; 2025Q1: 1,770 shares 1,770 $910K 0.49% +271 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: 2,071 shares; 2023Q3: 2,131 shares; 2023Q4: 2,135 shares; 2024Q1: 2,541 shares; 2024Q2: 2,542 shares; 2024Q3: 2,579 shares; 2024Q4: 2,579 shares; 2025Q1: 2,558 shares 2,558 $897K 0.48% -21 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 2,821 shares; 2023Q3: 2,768 shares; 2023Q4: 2,705 shares; 2024Q1: 2,707 shares; 2024Q2: 2,674 shares; 2024Q3: 2,249 shares; 2024Q4: 2,080 shares; 2025Q1: 2,079 shares 2,079 $873K 0.47% -1 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: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,874 shares; 2024Q3: 2,815 shares; 2024Q4: 2,842 shares; 2025Q1: 2,831 shares 2,831 $865K 0.47% -11 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 3,104 shares; 2023Q3: 2,587 shares; 2023Q4: 2,062 shares; 2024Q1: 2,338 shares; 2024Q2: 1,972 shares; 2024Q3: 2,016 shares; 2024Q4: 1,815 shares; 2025Q1: 1,832 shares 1,832 $859K 0.46% +17 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 48,397 shares; 2023Q3: 46,444 shares; 2023Q4: 49,266 shares; 2024Q1: 52,128 shares; 2024Q2: 57,636 shares; 2024Q3: 29,266 shares; 2024Q4: 15,404 shares; 2025Q1: 14,897 shares 14,897 $804K 0.43% -507 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 5,561 shares; 2023Q3: 2,160 shares; 2023Q4: 6,194 shares; 2024Q1: 7,721 shares; 2024Q2: 6,731 shares; 2024Q3: 5,005 shares; 2024Q4: 3,113 shares; 2025Q1: 7,168 shares 7,168 $744K 0.4% +4,055 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: 3,069 shares; 2023Q3: 3,391 shares; 2023Q4: 3,346 shares; 2024Q1: 3,339 shares; 2024Q2: 3,290 shares; 2024Q3: 3,828 shares; 2024Q4: 3,536 shares; 2025Q1: 3,628 shares 3,628 $690K 0.37% +92 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: 2,861 shares; 2023Q3: 2,851 shares; 2023Q4: 2,851 shares; 2024Q1: 4,140 shares; 2024Q2: 4,251 shares; 2024Q3: 4,627 shares; 2024Q4: 3,903 shares; 2025Q1: 3,985 shares 3,985 $661K 0.36% +82 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: 3,045 shares; 2023Q3: 3,119 shares; 2023Q4: 2,701 shares; 2024Q1: 2,776 shares; 2024Q2: 2,958 shares; 2024Q3: 2,975 shares; 2024Q4: 2,691 shares; 2025Q1: 2,640 shares 2,640 $648K 0.35% -51 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 1,886 shares; 2023Q3: 2,028 shares; 2023Q4: 2,396 shares; 2024Q1: 2,496 shares; 2024Q2: 2,593 shares; 2024Q3: 2,471 shares; 2024Q4: 2,461 shares; 2025Q1: 2,519 shares 2,519 $634K 0.34% +58 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: 7,649 shares; 2023Q4: 8,868 shares; 2024Q1: 10,117 shares; 2024Q2: 11,857 shares; 2024Q3: 9,666 shares; 2024Q4: 5,844 shares; 2025Q1: 5,706 shares 5,706 $620K 0.33% -138 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 15,143 shares; 2025Q1: 21,875 shares 21,875 $612K 0.33% +6,732 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 13,971 shares; 2024Q1: 14,122 shares; 2024Q2: 14,219 shares; 2024Q3: 14,189 shares; 2024Q4: 14,304 shares; 2025Q1: 14,360 shares 14,360 $585K 0.32% +56 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,221 shares; 2024Q4: 1,845 shares; 2025Q1: 1,845 shares 1,845 $570K 0.31% 0 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD 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: 6,687 shares; 2025Q1: 9,647 shares 9,647 $569K 0.31% +2,960 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 3,771 shares; 2023Q3: 3,341 shares; 2023Q4: 3,344 shares; 2024Q1: 3,358 shares; 2024Q2: 3,300 shares; 2024Q3: 3,295 shares; 2024Q4: 3,078 shares; 2025Q1: 3,051 shares 3,051 $568K 0.31% -27 Timeline VOT 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: 7,259 shares; 2023Q3: 5,927 shares; 2023Q4: 5,188 shares; 2024Q1: 4,669 shares; 2024Q2: 2,942 shares; 2024Q3: 2,315 shares; 2024Q4: 2,372 shares; 2025Q1: 2,273 shares 2,273 $556K 0.3% -99 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 6,338 shares; 2023Q3: 6,338 shares; 2023Q4: 6,338 shares; 2024Q1: 6,338 shares; 2024Q2: 6,338 shares; 2024Q3: 6,588 shares; 2024Q4: 6,588 shares; 2025Q1: 6,588 shares 6,588 $526K 0.28% 0 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 5,343 shares; 2023Q3: 5,333 shares; 2023Q4: 5,188 shares; 2024Q1: 6,085 shares; 2024Q2: 6,097 shares; 2024Q3: 5,831 shares; 2024Q4: 7,550 shares; 2025Q1: 8,512 shares 8,512 $526K 0.28% +962 Timeline BUFQ 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: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 13,680 shares; 2025Q1: 17,180 shares 17,180 $513K 0.28% +3,500 Timeline XT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 15,562 shares; 2023Q3: 14,956 shares; 2023Q4: 14,088 shares; 2024Q1: 14,917 shares; 2024Q2: 13,608 shares; 2024Q3: 10,659 shares; 2024Q4: 9,074 shares; 2025Q1: 8,883 shares 8,883 $511K 0.28% -191 Timeline PKW 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: 12,528 shares; 2023Q3: 10,825 shares; 2023Q4: 9,843 shares; 2024Q1: 9,661 shares; 2024Q2: 5,928 shares; 2024Q3: 5,360 shares; 2024Q4: 4,634 shares; 2025Q1: 4,500 shares 4,500 $507K 0.27% -134 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 3,979 shares; 2023Q3: 4,149 shares; 2023Q4: 3,720 shares; 2024Q1: 4,021 shares; 2024Q2: 3,232 shares; 2024Q3: 3,378 shares; 2024Q4: 2,899 shares; 2025Q1: 2,550 shares 2,550 $492K 0.27% -349 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: 10,330 shares; 2023Q4: 13,659 shares; 2024Q1: 16,018 shares; 2024Q2: 21,725 shares; 2024Q3: 6,020 shares; 2024Q4: 2,889 shares; 2025Q1: 2,835 shares 2,835 $491K 0.26% -54 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 1,407 shares; 2023Q3: 1,428 shares; 2023Q4: 1,383 shares; 2024Q1: 1,306 shares; 2024Q2: 1,429 shares; 2024Q3: 1,414 shares; 2024Q4: 1,499 shares; 2025Q1: 1,563 shares 1,563 $487K 0.26% +64 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: 1,582 shares; 2023Q3: 1,608 shares; 2023Q4: not reported; 2024Q1: 2,185 shares; 2024Q2: 2,495 shares; 2024Q3: 2,546 shares; 2024Q4: 2,831 shares; 2025Q1: 2,851 shares 2,851 $477K 0.26% +20 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 5,214 shares; 2023Q3: 5,274 shares; 2023Q4: 6,449 shares; 2024Q1: 6,474 shares; 2024Q2: 6,494 shares; 2024Q3: 6,456 shares; 2024Q4: 6,063 shares; 2025Q1: 6,192 shares 6,192 $474K 0.26% +129 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: 5,454 shares; 2023Q3: 5,567 shares; 2023Q4: 5,058 shares; 2024Q1: 4,987 shares; 2024Q2: 5,007 shares; 2024Q3: 5,221 shares; 2024Q4: 4,123 shares; 2025Q1: 3,961 shares 3,961 $471K 0.25% -162 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 5,168 shares; 2023Q3: 5,197 shares; 2023Q4: 4,494 shares; 2024Q1: 4,175 shares; 2024Q2: 4,237 shares; 2024Q3: 4,242 shares; 2024Q4: 3,785 shares; 2025Q1: 3,779 shares 3,779 $468K 0.25% -6 Timeline TSLA TESLA INC More: the full row for TESLA 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: 1,158 shares; 2024Q4: 1,496 shares; 2025Q1: 1,706 shares 1,706 $442K 0.24% +210 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 4,673 shares; 2023Q3: 4,852 shares; 2023Q4: 4,429 shares; 2024Q1: 3,066 shares; 2024Q2: 3,246 shares; 2024Q3: 4,935 shares; 2024Q4: 4,641 shares; 2025Q1: 4,811 shares 4,811 $432K 0.23% +170 Timeline DFGP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 4,119 shares; 2024Q4: 7,453 shares; 2025Q1: 7,728 shares 7,728 $413K 0.22% +275 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: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,364 shares; 2024Q4: 1,705 shares; 2025Q1: 1,756 shares 1,756 $410K 0.22% +51 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 4,548 shares; 2024Q2: 4,653 shares; 2024Q3: 5,217 shares; 2024Q4: 5,142 shares; 2025Q1: 5,013 shares 5,013 $408K 0.22% -129 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: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 6,521 shares; 2024Q2: 6,200 shares; 2024Q3: 8,432 shares; 2024Q4: 8,613 shares; 2025Q1: 8,948 shares 8,948 $406K 0.22% +335 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 3,472 shares; 2023Q3: 3,472 shares; 2023Q4: 4,078 shares; 2024Q1: 4,090 shares; 2024Q2: 4,108 shares; 2024Q3: 4,070 shares; 2024Q4: 4,087 shares; 2025Q1: 4,100 shares 4,100 $400K 0.22% +13 Timeline EEM 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: 5,377 shares; 2024Q1: 8,803 shares; 2024Q2: 8,070 shares; 2024Q3: 7,951 shares; 2024Q4: 8,325 shares; 2025Q1: 8,782 shares 8,782 $384K 0.21% +457 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; 2023Q2: 1,319 shares; 2023Q3: 2,048 shares; 2023Q4: 1,963 shares; 2024Q1: 1,965 shares; 2024Q2: 1,988 shares; 2024Q3: 1,972 shares; 2024Q4: 1,947 shares; 2025Q1: 1,950 shares 1,950 $378K 0.2% +3 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 1,132 shares; 2023Q3: 1,100 shares; 2023Q4: 960 shares; 2024Q1: 942 shares; 2024Q2: 1,107 shares; 2024Q3: 905 shares; 2024Q4: 1,125 shares; 2025Q1: 1,126 shares 1,126 $377K 0.2% +1 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 945 shares; 2023Q3: 969 shares; 2023Q4: 858 shares; 2024Q1: 776 shares; 2024Q2: 770 shares; 2024Q3: 695 shares; 2024Q4: 707 shares; 2025Q1: 670 shares 670 $366K 0.2% -37 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 4,129 shares; 2024Q4: 6,156 shares; 2025Q1: 6,369 shares 6,369 $364K 0.2% +213 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 7,925 shares; 2023Q3: 8,033 shares; 2023Q4: 7,422 shares; 2024Q1: 6,554 shares; 2024Q2: 6,214 shares; 2024Q3: 5,727 shares; 2024Q4: 5,963 shares; 2025Q1: 5,963 shares 5,963 $358K 0.19% 0 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 6,203 shares; 2023Q3: 6,239 shares; 2023Q4: 5,427 shares; 2024Q1: 5,002 shares; 2024Q2: 5,113 shares; 2024Q3: 5,199 shares; 2024Q4: 5,331 shares; 2025Q1: 5,257 shares 5,257 $356K 0.19% -74 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 3,656 shares; 2023Q3: 3,656 shares; 2023Q4: 3,656 shares; 2024Q1: 3,656 shares; 2024Q2: 3,656 shares; 2024Q3: 3,656 shares; 2024Q4: 3,656 shares; 2025Q1: 3,656 shares 3,656 $352K 0.19% 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; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 410 shares; 2024Q2: 415 shares; 2024Q3: 389 shares; 2024Q4: 612 shares; 2025Q1: 653 shares 653 $349K 0.19% +41 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: 3,474 shares; 2023Q3: 3,488 shares; 2023Q4: 2,429 shares; 2024Q1: 2,291 shares; 2024Q2: 2,475 shares; 2024Q3: 2,222 shares; 2024Q4: 2,099 shares; 2025Q1: 2,221 shares 2,221 $333K 0.18% +122 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 687 shares; 2023Q3: 728 shares; 2023Q4: 754 shares; 2024Q1: 755 shares; 2024Q2: 784 shares; 2024Q3: 830 shares; 2024Q4: 830 shares; 2025Q1: 898 shares 898 $329K 0.18% +68 Timeline COWG 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: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 7,013 shares; 2025Q1: 10,651 shares 10,651 $328K 0.18% +3,638 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: 928 shares; 2023Q3: 971 shares; 2023Q4: 944 shares; 2024Q1: 883 shares; 2024Q2: 1,023 shares; 2024Q3: 924 shares; 2024Q4: 934 shares; 2025Q1: 1,045 shares 1,045 $326K 0.18% +111 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 32,981 shares; 2023Q3: 31,045 shares; 2023Q4: 30,960 shares; 2024Q1: 31,239 shares; 2024Q2: 32,755 shares; 2024Q3: 18,719 shares; 2024Q4: 7,340 shares; 2025Q1: 6,511 shares 6,511 $323K 0.17% -829 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 1,224 shares; 2023Q3: 1,225 shares; 2023Q4: 1,056 shares; 2024Q1: 909 shares; 2024Q2: 908 shares; 2024Q3: 958 shares; 2024Q4: 945 shares; 2025Q1: 933 shares 933 $314K 0.17% -12 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY 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: 2,951 shares; 2024Q4: 2,889 shares; 2025Q1: 2,680 shares 2,680 $313K 0.17% -209 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 2,051 shares; 2023Q3: 2,036 shares; 2023Q4: 1,808 shares; 2024Q1: 1,727 shares; 2024Q2: 1,718 shares; 2024Q3: 1,631 shares; 2024Q4: 1,660 shares; 2025Q1: 1,698 shares 1,698 $305K 0.16% +38 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: 1,549 shares; 2023Q4: 1,560 shares; 2024Q1: 1,728 shares; 2024Q2: 1,729 shares; 2024Q3: 1,859 shares; 2024Q4: 1,904 shares; 2025Q1: 1,934 shares 1,934 $302K 0.16% +30 Timeline IFRA 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: 6,583 shares; 2023Q4: 7,643 shares; 2024Q1: 8,971 shares; 2024Q2: 12,786 shares; 2024Q3: 15,402 shares; 2024Q4: 20,669 shares; 2025Q1: 6,527 shares 6,527 $294K 0.16% -14,142 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 29,486 shares; 2023Q3: 26,792 shares; 2023Q4: 24,056 shares; 2024Q1: 22,256 shares; 2024Q2: 13,772 shares; 2024Q3: 9,001 shares; 2024Q4: 8,663 shares; 2025Q1: 7,286 shares 7,286 $287K 0.15% -1,377 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK 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: 412 shares; 2025Q1: 302 shares 302 $285K 0.15% -110 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,331 shares; 2024Q4: 1,519 shares; 2025Q1: 1,682 shares 1,682 $282K 0.15% +163 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 804 shares; 2025Q1: 970 shares 970 $279K 0.15% +166 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW 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: 12,580 shares; 2024Q4: 12,853 shares; 2025Q1: 12,771 shares 12,771 $278K 0.15% -82 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 4,271 shares; 2023Q3: 4,339 shares; 2023Q4: 2,476 shares; 2024Q1: 2,480 shares; 2024Q2: 2,483 shares; 2024Q3: 2,465 shares; 2024Q4: 2,037 shares; 2025Q1: 2,040 shares 2,040 $274K 0.15% +3 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 2,215 shares; 2023Q3: 2,231 shares; 2023Q4: 2,097 shares; 2024Q1: 2,106 shares; 2024Q2: 2,222 shares; 2024Q3: 2,251 shares; 2024Q4: 2,292 shares; 2025Q1: 2,449 shares 2,449 $269K 0.15% +157 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: 977 shares; 2023Q3: 977 shares; 2023Q4: 956 shares; 2024Q1: 951 shares; 2024Q2: 981 shares; 2024Q3: 973 shares; 2024Q4: 444 shares; 2025Q1: 496 shares 496 $264K 0.14% +52 Timeline BUFY 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: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 12,305 shares; 2025Q1: 13,055 shares 13,055 $258K 0.14% +750 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: 412 shares; 2024Q2: 447 shares; 2024Q3: 484 shares; 2024Q4: 454 shares; 2025Q1: 441 shares 441 $254K 0.14% -13 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 3,423 shares; 2024Q2: 7,034 shares; 2024Q3: 7,674 shares; 2024Q4: 7,927 shares; 2025Q1: 8,149 shares 8,149 $251K 0.14% +222 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 3,884 shares; 2024Q2: 3,892 shares; 2024Q3: 3,993 shares; 2024Q4: 4,112 shares; 2025Q1: 3,923 shares 3,923 $244K 0.13% -189 Timeline HSY HERSHEY CO More: the full row for HERSHEY 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: 1,385 shares; 2024Q4: not reported; 2025Q1: 1,411 shares 1,411 $241K 0.13% new Timeline BUFS 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: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 11,029 shares; 2025Q1: 11,752 shares 11,752 $238K 0.13% +723 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 11,058 shares; 2024Q1: 15,733 shares; 2024Q2: 20,259 shares; 2024Q3: 17,856 shares; 2024Q4: 16,310 shares; 2025Q1: 7,326 shares 7,326 $225K 0.12% -8,984 Timeline PPTA PERPETUA RESOURCES CORP More: the full row for PERPETUA RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 12,892 shares; 2023Q3: 12,892 shares; 2023Q4: 12,892 shares; 2024Q1: 12,892 shares; 2024Q2: 12,892 shares; 2024Q3: 12,892 shares; 2024Q4: 15,987 shares; 2025Q1: 16,487 shares 16,487 $176K 0.1% +500 Timeline FIGS FIGS INC More: the full row for FIGS 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: 15,100 shares; 2025Q1: 21,405 shares 21,405 $98.2K 0.05% +6,305 Timeline GRAB GRAB HOLDINGS LIMITED More: the full row for GRAB HOLDINGS LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 12,375 shares; 2024Q2: 12,770 shares; 2024Q3: 12,905 shares; 2024Q4: 12,735 shares; 2025Q1: 13,052 shares 13,052 $59.1K 0.03% +317 Timeline ARAY ACCURAY INC DEL More: the full row for ACCURAY INC DEL 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: 12,186 shares; 2024Q3: 12,461 shares; 2024Q4: 11,306 shares; 2025Q1: 11,005 shares 11,005 $19.7K 0.01% -301 Timeline