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; 2023Q1: 3,394,369 shares; 2023Q2: 3,435,638 shares; 2023Q3: 3,613,772 shares; 2023Q4: 3,470,744 shares; 2024Q1: 3,568,828 shares; 2024Q2: 3,655,898 shares; 2024Q3: 3,596,816 shares; 2024Q4: 3,520,278 shares 3,520,278 $340M 14.15% -76,538 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 7,643,477 shares; 2023Q2: 7,779,253 shares; 2023Q3: 7,784,610 shares; 2023Q4: 7,810,962 shares; 2024Q1: 8,103,057 shares; 2024Q2: 8,211,229 shares; 2024Q3: 8,341,654 shares; 2024Q4: 8,149,756 shares 8,149,756 $275M 11.46% -191,898 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 310,723 shares; 2023Q2: 299,003 shares; 2023Q3: 1,265,753 shares; 2023Q4: 1,355,444 shares; 2024Q1: 1,378,277 shares; 2024Q2: 1,384,843 shares; 2024Q3: 1,388,947 shares; 2024Q4: 1,363,748 shares 1,363,748 $243M 10.11% -25,199 Timeline DISV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 7,451,794 shares; 2023Q2: 7,556,277 shares; 2023Q3: 7,755,423 shares; 2023Q4: 7,770,241 shares; 2024Q1: 8,133,187 shares; 2024Q2: 8,386,412 shares; 2024Q3: 8,591,238 shares; 2024Q4: 8,865,282 shares 8,865,282 $236M 9.81% +274,044 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 699,984 shares; 2023Q4: 721,337 shares; 2024Q1: 743,821 shares; 2024Q2: 751,929 shares; 2024Q3: 761,601 shares; 2024Q4: 749,310 shares 749,310 $216M 9.01% -12,291 Timeline AVLV 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; 2023Q1: 1,816,074 shares; 2023Q2: 1,939,259 shares; 2023Q3: 1,964,505 shares; 2023Q4: 1,872,818 shares; 2024Q1: 1,947,678 shares; 2024Q2: 1,970,038 shares; 2024Q3: 2,011,192 shares; 2024Q4: 1,969,084 shares 1,969,084 $131M 5.47% -42,108 Timeline DIHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 2,407,895 shares; 2023Q2: 6,079,156 shares; 2023Q3: 2,811,245 shares; 2023Q4: 2,809,653 shares; 2024Q1: 2,933,176 shares; 2024Q2: 3,017,460 shares; 2024Q3: 3,116,048 shares; 2024Q4: 3,165,787 shares 3,165,787 $79.9M 3.33% +49,739 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; 2023Q1: 2,367,990 shares; 2023Q2: 2,293,341 shares; 2023Q3: 2,256,054 shares; 2023Q4: 2,234,500 shares; 2024Q1: 2,181,431 shares; 2024Q2: 2,156,854 shares; 2024Q3: 2,118,571 shares; 2024Q4: 2,044,028 shares 2,044,028 $70.7M 2.94% -74,543 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 884,017 shares; 2023Q2: 397,443 shares; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 3,601 shares; 2024Q3: 3,929 shares; 2024Q4: 846,016 shares 846,016 $49.2M 2.05% +842,087 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 4,060,351 shares; 2023Q2: 919,889 shares; 2023Q3: 908,831 shares; 2023Q4: 863,131 shares; 2024Q1: 876,756 shares; 2024Q2: 911,351 shares; 2024Q3: 919,865 shares; 2024Q4: 880,267 shares 880,267 $49M 2.04% -39,598 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; 2023Q1: 239,183 shares; 2023Q2: 220,756 shares; 2023Q3: 270,684 shares; 2023Q4: 230,287 shares; 2024Q1: 219,021 shares; 2024Q2: 218,559 shares; 2024Q3: 212,807 shares; 2024Q4: 205,133 shares 205,133 $40.7M 1.69% -7,674 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 88,229 shares; 2023Q2: 77,797 shares; 2023Q3: 79,623 shares; 2023Q4: 82,189 shares; 2024Q1: 82,643 shares; 2024Q2: 81,292 shares; 2024Q3: 91,249 shares; 2024Q4: 92,179 shares 92,179 $38.9M 1.62% +930 Timeline DFSU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 927,059 shares; 2023Q2: 915,420 shares; 2023Q3: 942,264 shares; 2023Q4: 979,804 shares; 2024Q1: 1,009,233 shares; 2024Q2: 1,006,579 shares; 2024Q3: 1,017,945 shares; 2024Q4: 988,593 shares 988,593 $37.5M 1.56% -29,352 Timeline AVES 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; 2023Q1: 549,457 shares; 2023Q2: 590,579 shares; 2023Q3: 624,883 shares; 2023Q4: 657,624 shares; 2024Q1: 735,776 shares; 2024Q2: 759,893 shares; 2024Q3: 773,915 shares; 2024Q4: 797,725 shares 797,725 $36.9M 1.53% +23,810 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 21,654 shares; 2023Q2: 35,023 shares; 2023Q3: 341,779 shares; 2023Q4: 27,162 shares; 2024Q1: 50,314 shares; 2024Q2: 45,232 shares; 2024Q3: 29,736 shares; 2024Q4: 353,423 shares 353,423 $35.5M 1.48% +323,687 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; 2023Q1: 1,921,279 shares; 2023Q2: 1,838,024 shares; 2023Q3: 1,814,534 shares; 2023Q4: 802,224 shares; 2024Q1: 745,798 shares; 2024Q2: 743,564 shares; 2024Q3: 707,814 shares; 2024Q4: 704,250 shares 704,250 $35.3M 1.47% -3,564 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 741,397 shares; 2023Q2: 722,345 shares; 2023Q3: 716,028 shares; 2023Q4: 707,241 shares; 2024Q1: 685,841 shares; 2024Q2: 679,518 shares; 2024Q3: 668,011 shares; 2024Q4: 646,928 shares 646,928 $26.5M 1.1% -21,083 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; 2023Q1: 652,737 shares; 2023Q2: 2,093,568 shares; 2023Q3: 736,465 shares; 2023Q4: 632,578 shares; 2024Q1: 650,252 shares; 2024Q2: 651,487 shares; 2024Q3: 671,826 shares; 2024Q4: 669,875 shares 669,875 $23.8M 0.99% -1,951 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 99,242 shares; 2023Q2: 99,203 shares; 2023Q3: 92,161 shares; 2023Q4: 89,521 shares; 2024Q1: 90,210 shares; 2024Q2: 85,380 shares; 2024Q3: 83,640 shares; 2024Q4: 88,881 shares 88,881 $22.3M 0.93% +5,241 Timeline AVSU 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; 2023Q1: 46,214 shares; 2023Q2: 56,614 shares; 2023Q3: 272,063 shares; 2023Q4: 282,835 shares; 2024Q1: 289,565 shares; 2024Q2: 299,481 shares; 2024Q3: 310,471 shares; 2024Q4: 319,392 shares 319,392 $21.1M 0.88% +8,921 Timeline VGSR MANAGER DIRECTED PORTFOLIOS More: the full row for MANAGER DIRECTED PORTFOLIOS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,765,208 shares; 2024Q1: 1,824,016 shares; 2024Q2: 2,001,184 shares; 2024Q3: 2,030,984 shares; 2024Q4: 2,050,284 shares 2,050,284 $20.7M 0.86% +19,300 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 430,360 shares; 2023Q2: 414,216 shares; 2023Q3: 303,472 shares; 2023Q4: 169,181 shares; 2024Q1: 158,574 shares; 2024Q2: 160,340 shares; 2024Q3: 189,049 shares; 2024Q4: 187,215 shares 187,215 $19.7M 0.82% -1,834 Timeline DFSI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 475,563 shares; 2023Q2: 494,532 shares; 2023Q3: 530,990 shares; 2023Q4: 538,857 shares; 2024Q1: 545,296 shares; 2024Q2: 555,689 shares; 2024Q3: 568,341 shares; 2024Q4: 588,389 shares 588,389 $19.3M 0.8% +20,048 Timeline ACLC 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; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 205,972 shares; 2023Q4: 219,824 shares; 2024Q1: 227,899 shares; 2024Q2: 239,976 shares; 2024Q3: 251,355 shares; 2024Q4: 261,334 shares 261,334 $18.4M 0.77% +9,979 Timeline DFIS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 584,616 shares; 2023Q2: 575,126 shares; 2023Q3: 567,023 shares; 2023Q4: 572,860 shares; 2024Q1: 564,163 shares; 2024Q2: 548,809 shares; 2024Q3: 558,721 shares; 2024Q4: 534,781 shares 534,781 $13.1M 0.55% -23,940 Timeline AVRE 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; 2023Q1: 237,470 shares; 2023Q2: 257,230 shares; 2023Q3: 270,743 shares; 2023Q4: 258,098 shares; 2024Q1: 272,195 shares; 2024Q2: 265,480 shares; 2024Q3: 282,232 shares; 2024Q4: 301,308 shares 301,308 $12.6M 0.53% +19,076 Timeline FNDC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 404,137 shares; 2023Q2: 581,318 shares; 2023Q3: 384,873 shares; 2023Q4: 379,756 shares; 2024Q1: 373,206 shares; 2024Q2: 366,748 shares; 2024Q3: 364,668 shares; 2024Q4: 359,575 shares 359,575 $12.3M 0.51% -5,093 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 10,255 shares; 2023Q2: 12,836 shares; 2023Q3: 12,652 shares; 2023Q4: 11,204 shares; 2024Q1: 9,114 shares; 2024Q2: 82,692 shares; 2024Q3: 86,759 shares; 2024Q4: 86,689 shares 86,689 $11.6M 0.48% -70 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 18,524 shares; 2023Q2: 16,972 shares; 2023Q3: 18,315 shares; 2023Q4: 16,929 shares; 2024Q1: 16,675 shares; 2024Q2: 18,623 shares; 2024Q3: 20,122 shares; 2024Q4: 19,166 shares 19,166 $11.3M 0.47% -956 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; 2023Q1: 50,051 shares; 2023Q2: 51,763 shares; 2023Q3: 48,612 shares; 2023Q4: 45,515 shares; 2024Q1: 46,571 shares; 2024Q2: 51,004 shares; 2024Q3: 51,589 shares; 2024Q4: 48,696 shares 48,696 $10.7M 0.44% -2,893 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 124,723 shares; 2023Q2: 119,047 shares; 2023Q3: 114,695 shares; 2023Q4: 111,097 shares; 2024Q1: 108,268 shares; 2024Q2: 106,726 shares; 2024Q3: 104,638 shares; 2024Q4: 99,937 shares 99,937 $10.6M 0.44% -4,701 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 116,841 shares; 2024Q4: 115,543 shares 115,543 $10.1M 0.42% -1,298 Timeline DFSE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 197,913 shares; 2023Q2: 203,215 shares; 2023Q3: 214,391 shares; 2023Q4: 235,286 shares; 2024Q1: 251,764 shares; 2024Q2: 267,111 shares; 2024Q3: 273,367 shares; 2024Q4: 285,830 shares 285,830 $9.47M 0.39% +12,463 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 98,617 shares; 2023Q2: 94,015 shares; 2023Q3: 92,578 shares; 2023Q4: 90,276 shares; 2024Q1: 85,650 shares; 2024Q2: 86,013 shares; 2024Q3: 83,547 shares; 2024Q4: 82,175 shares 82,175 $9.46M 0.39% -1,372 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; 2023Q1: 7,806 shares; 2023Q2: 7,821 shares; 2023Q3: 8,067 shares; 2023Q4: 7,868 shares; 2024Q1: 8,097 shares; 2024Q2: 8,342 shares; 2024Q3: 8,777 shares; 2024Q4: 8,510 shares 8,510 $7.8M 0.32% -267 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; 2023Q1: 6,028 shares; 2023Q2: 5,982 shares; 2023Q3: 5,983 shares; 2023Q4: 29,732 shares; 2024Q1: 29,269 shares; 2024Q2: 31,208 shares; 2024Q3: 29,906 shares; 2024Q4: 28,520 shares 28,520 $7.69M 0.32% -1,386 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 65,498 shares; 2023Q2: 63,548 shares; 2023Q3: 62,261 shares; 2023Q4: 61,693 shares; 2024Q1: 58,581 shares; 2024Q2: 57,374 shares; 2024Q3: 56,460 shares; 2024Q4: 53,843 shares 53,843 $6.73M 0.28% -2,617 Timeline AVEM 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; 2023Q1: 184,173 shares; 2023Q2: 183,160 shares; 2023Q3: 119,934 shares; 2023Q4: 119,475 shares; 2024Q1: 110,926 shares; 2024Q2: 110,132 shares; 2024Q3: 138,959 shares; 2024Q4: 105,910 shares 105,910 $6.23M 0.26% -33,049 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 98,080 shares; 2023Q2: 95,182 shares; 2023Q3: not reported; 2023Q4: 82,043 shares; 2024Q1: 81,594 shares; 2024Q2: 80,660 shares; 2024Q3: 75,288 shares; 2024Q4: 74,882 shares 74,882 $5.89M 0.25% -406 Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 295,730 shares; 2023Q2: 261,832 shares; 2023Q3: 354,307 shares; 2023Q4: 221,706 shares; 2024Q1: 209,259 shares; 2024Q2: 205,377 shares; 2024Q3: 205,119 shares; 2024Q4: 195,406 shares 195,406 $5.3M 0.22% -9,713 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 12,351 shares; 2023Q2: 12,201 shares; 2023Q3: 11,703 shares; 2023Q4: 11,319 shares; 2024Q1: 12,621 shares; 2024Q2: 13,349 shares; 2024Q3: 12,596 shares; 2024Q4: 13,106 shares 13,106 $5.29M 0.22% +510 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; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 20,189 shares; 2024Q4: 19,529 shares 19,529 $5.16M 0.21% -660 Timeline ISCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 61,774 shares; 2023Q2: 97,661 shares; 2023Q3: 98,273 shares; 2023Q4: 82,182 shares; 2024Q1: 82,686 shares; 2024Q2: 79,150 shares; 2024Q3: 79,923 shares; 2024Q4: 80,256 shares 80,256 $5.09M 0.21% +333 Timeline SPDW 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; 2023Q1: 217,600 shares; 2023Q2: 185,409 shares; 2023Q3: 158,463 shares; 2023Q4: 152,193 shares; 2024Q1: 145,122 shares; 2024Q2: 143,213 shares; 2024Q3: 145,540 shares; 2024Q4: 135,739 shares 135,739 $4.63M 0.19% -9,801 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; 2023Q1: 22,491 shares; 2023Q2: 22,331 shares; 2023Q3: 22,019 shares; 2023Q4: 8,166 shares; 2024Q1: 8,160 shares; 2024Q2: 8,694 shares; 2024Q3: 8,542 shares; 2024Q4: 8,516 shares 8,516 $4.59M 0.19% -26 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; 2023Q1: 65,194 shares; 2023Q2: 62,224 shares; 2023Q3: 62,224 shares; 2023Q4: 60,262 shares; 2024Q1: 61,463 shares; 2024Q2: 60,614 shares; 2024Q3: 60,871 shares; 2024Q4: 182,759 shares 182,759 $4.24M 0.18% +121,888 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 78,073 shares; 2023Q2: 71,164 shares; 2023Q3: 71,029 shares; 2023Q4: 70,726 shares; 2024Q1: 70,569 shares; 2024Q2: 68,353 shares; 2024Q3: 189,699 shares; 2024Q4: 65,739 shares 65,739 $3.99M 0.17% -123,960 Timeline AVSD 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; 2023Q1: 55,801 shares; 2023Q2: 62,344 shares; 2023Q3: 60,531 shares; 2023Q4: 71,707 shares; 2024Q1: 71,721 shares; 2024Q2: 68,914 shares; 2024Q3: 67,653 shares; 2024Q4: 68,364 shares 68,364 $3.81M 0.16% +711 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; 2023Q1: 17,222 shares; 2023Q2: 17,849 shares; 2023Q3: 17,808 shares; 2023Q4: 12,397 shares; 2024Q1: 11,748 shares; 2024Q2: 12,093 shares; 2024Q3: 12,534 shares; 2024Q4: 12,885 shares 12,885 $3.73M 0.16% +351 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 5,931 shares; 2023Q2: 16,040 shares; 2023Q3: 16,097 shares; 2023Q4: 14,931 shares; 2024Q1: 12,802 shares; 2024Q2: 15,524 shares; 2024Q3: 14,234 shares; 2024Q4: 18,958 shares 18,958 $3.61M 0.15% +4,724 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; 2023Q1: 3,510 shares; 2023Q2: 4,287 shares; 2023Q3: 3,490 shares; 2023Q4: 3,493 shares; 2024Q1: 4,437 shares; 2024Q2: 5,212 shares; 2024Q3: 5,245 shares; 2024Q4: 5,424 shares 5,424 $3.19M 0.13% +179 Timeline REET ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 33,609 shares; 2023Q2: 53,081 shares; 2023Q3: 30,023 shares; 2023Q4: 114,601 shares; 2024Q1: 114,601 shares; 2024Q2: 135,348 shares; 2024Q3: 128,851 shares; 2024Q4: 128,851 shares 128,851 $3.09M 0.13% 0 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; 2023Q1: 90,855 shares; 2023Q2: 150,193 shares; 2023Q3: 85,488 shares; 2023Q4: 141,901 shares; 2024Q1: 142,645 shares; 2024Q2: 140,433 shares; 2024Q3: 136,693 shares; 2024Q4: 80,057 shares 80,057 $3.07M 0.13% -56,636 Timeline BANR BANNER CORP More: the full row for BANNER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 30,418 shares; 2023Q2: 28,213 shares; 2023Q3: 28,213 shares; 2023Q4: 42,279 shares; 2024Q1: 22,388 shares; 2024Q2: 22,078 shares; 2024Q3: 49,933 shares; 2024Q4: 45,153 shares 45,153 $3.01M 0.13% -4,780 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 15,649 shares; 2023Q2: 15,395 shares; 2023Q3: 15,375 shares; 2023Q4: 14,457 shares; 2024Q1: 14,348 shares; 2024Q2: 13,567 shares; 2024Q3: 13,332 shares; 2024Q4: 13,279 shares 13,279 $2.93M 0.12% -53 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; 2023Q1: 3,821 shares; 2023Q2: 4,608 shares; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 5,432 shares 5,432 $2.78M 0.12% new Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 12,855 shares; 2023Q2: 21,242 shares; 2023Q3: 13,842 shares; 2023Q4: 14,956 shares; 2024Q1: 16,931 shares; 2024Q2: 28,411 shares; 2024Q3: 37,028 shares; 2024Q4: 46,354 shares 46,354 $2.69M 0.11% +9,326 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 4,744 shares; 2023Q2: 8,185 shares; 2023Q3: 8,051 shares; 2023Q4: 7,855 shares; 2024Q1: 7,353 shares; 2024Q2: 7,441 shares; 2024Q3: 6,853 shares; 2024Q4: 6,536 shares 6,536 $2.62M 0.11% -317 Timeline BBIN 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; 2023Q1: 38,888 shares; 2023Q2: 37,988 shares; 2023Q3: 40,449 shares; 2023Q4: 42,528 shares; 2024Q1: 40,916 shares; 2024Q2: 40,666 shares; 2024Q3: 38,936 shares; 2024Q4: 44,476 shares 44,476 $2.54M 0.11% +5,540 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 85,627 shares; 2023Q2: 88,537 shares; 2023Q3: 89,549 shares; 2023Q4: 94,483 shares; 2024Q1: 96,924 shares; 2024Q2: 97,814 shares; 2024Q3: 90,303 shares; 2024Q4: 94,008 shares 94,008 $2.34M 0.1% +3,705 Timeline AAAU GOLDMAN SACHS PHYSICAL GOLD More: the full row for GOLDMAN SACHS PHYSICAL GOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 97,887 shares; 2024Q1: 94,994 shares; 2024Q2: 93,230 shares; 2024Q3: 88,832 shares; 2024Q4: 84,210 shares 84,210 $2.18M 0.09% -4,622 Timeline XJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 43,223 shares; 2023Q2: 22,026 shares; 2023Q3: 23,823 shares; 2023Q4: 40,618 shares; 2024Q1: 37,237 shares; 2024Q2: 36,516 shares; 2024Q3: 51,580 shares; 2024Q4: 49,932 shares 49,932 $2.05M 0.09% -1,648 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; 2023Q1: 27,899 shares; 2023Q2: 29,390 shares; 2023Q3: 29,002 shares; 2023Q4: 27,061 shares; 2024Q1: 24,561 shares; 2024Q2: 24,431 shares; 2024Q3: 24,127 shares; 2024Q4: 76,437 shares 76,437 $1.99M 0.08% +52,310 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 16,063 shares 16,063 $1.95M 0.08% new Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 4,668 shares; 2023Q2: 6,138 shares; 2023Q3: 6,049 shares; 2023Q4: 5,552 shares; 2024Q1: 5,978 shares; 2024Q2: 7,055 shares; 2024Q3: 7,820 shares; 2024Q4: 9,958 shares 9,958 $1.89M 0.08% +2,138 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; 2023Q1: 1,148 shares; 2023Q2: 1,989 shares; 2023Q3: 2,499 shares; 2023Q4: 3,384 shares; 2024Q1: 2,592 shares; 2024Q2: 2,844 shares; 2024Q3: 2,990 shares; 2024Q4: 2,999 shares 2,999 $1.76M 0.07% +9 Timeline VWO 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; 2023Q1: 36,365 shares; 2023Q2: 51,217 shares; 2023Q3: 39,642 shares; 2023Q4: 33,263 shares; 2024Q1: 31,939 shares; 2024Q2: 34,678 shares; 2024Q3: 36,481 shares; 2024Q4: 35,596 shares 35,596 $1.57M 0.07% -885 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 15,393 shares; 2023Q2: 14,894 shares; 2023Q3: 15,075 shares; 2023Q4: 13,426 shares; 2024Q1: 15,553 shares; 2024Q2: 19,733 shares; 2024Q3: 25,463 shares; 2024Q4: 32,210 shares 32,210 $1.56M 0.06% +6,747 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; 2023Q1: 9,837 shares; 2023Q2: 31,259 shares; 2023Q3: 10,326 shares; 2023Q4: 7,467 shares; 2024Q1: 8,254 shares; 2024Q2: 9,355 shares; 2024Q3: 8,567 shares; 2024Q4: 9,207 shares 9,207 $1.56M 0.06% +640 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 9,248 shares; 2023Q2: 11,053 shares; 2023Q3: 12,891 shares; 2023Q4: 13,272 shares; 2024Q1: 14,982 shares; 2024Q2: 17,212 shares; 2024Q3: 18,944 shares; 2024Q4: 19,657 shares 19,657 $1.52M 0.06% +713 Timeline AVDE 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; 2023Q1: 23,608 shares; 2023Q2: 23,635 shares; 2023Q3: 22,969 shares; 2023Q4: 20,558 shares; 2024Q1: 22,061 shares; 2024Q2: 22,061 shares; 2024Q3: 52,729 shares; 2024Q4: 22,297 shares 22,297 $1.37M 0.06% -30,432 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 17,448 shares; 2023Q2: 16,946 shares; 2023Q3: 16,938 shares; 2023Q4: 13,804 shares; 2024Q1: 14,221 shares; 2024Q2: 13,994 shares; 2024Q3: 14,279 shares; 2024Q4: 14,913 shares 14,913 $1.36M 0.06% +634 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 27,013 shares; 2023Q2: 26,226 shares; 2023Q3: 26,226 shares; 2023Q4: 26,195 shares; 2024Q1: 24,734 shares; 2024Q2: 23,135 shares; 2024Q3: 22,645 shares; 2024Q4: 20,903 shares 20,903 $1.33M 0.06% -1,742 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 16,645 shares; 2024Q4: 12,260 shares 12,260 $1.3M 0.05% -4,385 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 5,931 shares; 2023Q2: 5,921 shares; 2023Q3: 5,906 shares; 2023Q4: 5,674 shares; 2024Q1: 17,734 shares; 2024Q2: 17,382 shares; 2024Q3: 17,476 shares; 2024Q4: 14,248 shares 14,248 $1.29M 0.05% -3,228 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; 2023Q1: 159,786 shares; 2023Q2: 161,640 shares; 2023Q3: 23,419 shares; 2023Q4: 23,323 shares; 2024Q1: 23,348 shares; 2024Q2: 23,111 shares; 2024Q3: 23,115 shares; 2024Q4: 26,723 shares 26,723 $1.28M 0.05% +3,608 Timeline VSS 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; 2023Q1: 6,710 shares; 2023Q2: 10,242 shares; 2023Q3: 9,783 shares; 2023Q4: 43,221 shares; 2024Q1: 42,896 shares; 2024Q2: 44,604 shares; 2024Q3: 10,772 shares; 2024Q4: 10,921 shares 10,921 $1.25M 0.05% +149 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 1,111 shares; 2023Q2: 1,111 shares; 2023Q3: 1,116 shares; 2023Q4: 1,116 shares; 2024Q1: 1,123 shares; 2024Q2: 1,123 shares; 2024Q3: 1,135 shares; 2024Q4: 1,135 shares 1,135 $1.2M 0.05% 0 Timeline BIV 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; 2023Q1: 11,615 shares; 2023Q2: 14,657 shares; 2023Q3: 18,794 shares; 2023Q4: 93,862 shares; 2024Q1: 93,195 shares; 2024Q2: 15,752 shares; 2024Q3: 15,752 shares; 2024Q4: 15,752 shares 15,752 $1.18M 0.05% 0 Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 20,107 shares; 2023Q2: 20,107 shares; 2023Q3: 20,107 shares; 2023Q4: 21,801 shares; 2024Q1: 21,801 shares; 2024Q2: 20,208 shares; 2024Q3: 20,280 shares; 2024Q4: 20,378 shares 20,378 $1.17M 0.05% +98 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; 2023Q1: 6,807 shares; 2023Q2: 6,557 shares; 2023Q3: 6,768 shares; 2023Q4: 6,740 shares; 2024Q1: 7,373 shares; 2024Q2: 7,304 shares; 2024Q3: 7,090 shares; 2024Q4: 6,701 shares 6,701 $1.12M 0.05% -389 Timeline AVDV 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; 2023Q1: 84,273 shares; 2023Q2: 46,941 shares; 2023Q3: 41,667 shares; 2023Q4: 113,625 shares; 2024Q1: 113,030 shares; 2024Q2: 110,553 shares; 2024Q3: 28,021 shares; 2024Q4: 17,157 shares 17,157 $1.12M 0.05% -10,864 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: 233 shares; 2023Q3: 250 shares; 2023Q4: 250 shares; 2024Q1: 348 shares; 2024Q2: 442 shares; 2024Q3: 4,487 shares; 2024Q4: 4,648 shares 4,648 $1.08M 0.04% +161 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; 2023Q1: 13,555 shares; 2023Q2: 14,498 shares; 2023Q3: 10,180 shares; 2023Q4: 10,517 shares; 2024Q1: 10,060 shares; 2024Q2: 9,792 shares; 2024Q3: 9,703 shares; 2024Q4: 9,916 shares 9,916 $1.07M 0.04% +213 Timeline UFCS UNITED FIRE GROUP INC More: the full row for UNITED FIRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: 43,335 shares; 2023Q3: 43,335 shares; 2023Q4: 43,335 shares; 2024Q1: 34,439 shares; 2024Q2: 34,439 shares; 2024Q3: 34,439 shares; 2024Q4: 34,439 shares 34,439 $980K 0.04% 0 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 6,713 shares; 2023Q2: 6,756 shares; 2023Q3: 5,873 shares; 2023Q4: 6,294 shares; 2024Q1: 6,175 shares; 2024Q2: 6,217 shares; 2024Q3: 6,248 shares; 2024Q4: 6,500 shares 6,500 $940K 0.04% +252 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; 2023Q1: 150,480 shares; 2023Q2: 146,916 shares; 2023Q3: 8,573 shares; 2023Q4: 9,240 shares; 2024Q1: 9,715 shares; 2024Q2: 17,053 shares; 2024Q3: 21,104 shares; 2024Q4: 20,576 shares 20,576 $933K 0.04% -528 Timeline VNQI 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; 2023Q1: not reported; 2023Q2: 5,867 shares; 2023Q3: 6,556 shares; 2023Q4: 100,704 shares; 2024Q1: 99,120 shares; 2024Q2: 101,357 shares; 2024Q3: 113,401 shares; 2024Q4: 23,523 shares 23,523 $931K 0.04% -89,878 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 3,459 shares; 2023Q2: 3,478 shares; 2023Q3: 3,468 shares; 2023Q4: 3,641 shares; 2024Q1: 3,641 shares; 2024Q2: 3,670 shares; 2024Q3: 3,651 shares; 2024Q4: 3,906 shares 3,906 $898K 0.04% +255 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; 2023Q1: 1,223 shares; 2023Q2: 1,239 shares; 2023Q3: 1,189 shares; 2023Q4: 1,173 shares; 2024Q1: 2,007 shares; 2024Q2: 2,084 shares; 2024Q3: 2,265 shares; 2024Q4: 2,272 shares 2,272 $884K 0.04% +7 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 4,297 shares; 2023Q2: 4,297 shares; 2023Q3: 4,574 shares; 2023Q4: 4,574 shares; 2024Q1: 4,574 shares; 2024Q2: 4,574 shares; 2024Q3: 4,574 shares; 2024Q4: 4,071 shares 4,071 $866K 0.04% -503 Timeline AVIV 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; 2023Q1: 15,694 shares; 2023Q2: 76,981 shares; 2023Q3: 16,871 shares; 2023Q4: 15,686 shares; 2024Q1: 16,895 shares; 2024Q2: 15,394 shares; 2024Q3: 15,354 shares; 2024Q4: 16,672 shares 16,672 $865K 0.04% +1,318 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; 2023Q1: 18,781 shares; 2023Q2: 20,347 shares; 2023Q3: 22,423 shares; 2023Q4: 14,832 shares; 2024Q1: 14,837 shares; 2024Q2: 14,986 shares; 2024Q3: 14,969 shares; 2024Q4: 14,969 shares 14,969 $859K 0.04% 0 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 2,157 shares; 2023Q2: 2,241 shares; 2023Q3: 2,194 shares; 2023Q4: 2,136 shares; 2024Q1: 11,955 shares; 2024Q2: 12,837 shares; 2024Q3: 13,135 shares; 2024Q4: 13,063 shares 13,063 $814K 0.03% -72 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; 2023Q1: 3,737 shares; 2023Q2: 3,347 shares; 2023Q3: 3,220 shares; 2023Q4: 2,702 shares; 2024Q1: 2,669 shares; 2024Q2: 2,683 shares; 2024Q3: 2,901 shares; 2024Q4: 3,382 shares 3,382 $811K 0.03% +481 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 10,368 shares; 2023Q2: 4,771 shares; 2023Q3: 4,772 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,419 shares; 2024Q4: 7,556 shares 7,556 $805K 0.03% +5,137 Timeline XSMO 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; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 15,318 shares; 2024Q1: 14,706 shares; 2024Q2: 14,417 shares; 2024Q3: 12,916 shares; 2024Q4: 12,089 shares 12,089 $799K 0.03% -827 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 26,917 shares; 2024Q2: 26,381 shares; 2024Q3: 23,704 shares; 2024Q4: 22,349 shares 22,349 $788K 0.03% -1,355 Timeline AUSF GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 23,416 shares; 2024Q1: 22,381 shares; 2024Q2: 21,952 shares; 2024Q3: 19,716 shares; 2024Q4: 18,690 shares 18,690 $785K 0.03% -1,026 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 1,248 shares; 2023Q2: 1,258 shares; 2023Q3: 1,254 shares; 2023Q4: 1,388 shares; 2024Q1: 1,471 shares; 2024Q2: 1,524 shares; 2024Q3: 2,050 shares; 2024Q4: 2,444 shares 2,444 $773K 0.03% +394 Timeline IPO RENAISSANCE CAP GREENWICH FD More: the full row for RENAISSANCE CAP GREENWICH FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 18,054 shares; 2024Q4: 17,373 shares 17,373 $757K 0.03% -681 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 11,393 shares; 2023Q2: 11,393 shares; 2023Q3: 10,636 shares; 2023Q4: 10,930 shares; 2024Q1: 10,740 shares; 2024Q2: 10,187 shares; 2024Q3: 12,037 shares; 2024Q4: 10,187 shares 10,187 $716K 0.03% -1,850 Timeline AVSE 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; 2023Q1: 12,411 shares; 2023Q2: 12,749 shares; 2023Q3: 14,048 shares; 2023Q4: 14,119 shares; 2024Q1: 14,397 shares; 2024Q2: 13,320 shares; 2024Q3: 13,320 shares; 2024Q4: 14,011 shares 14,011 $707K 0.03% +691 Timeline REZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 8,984 shares; 2024Q4: 8,643 shares 8,643 $700K 0.03% -341 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; 2023Q1: 2,282 shares; 2023Q2: 2,309 shares; 2023Q3: 2,301 shares; 2023Q4: 2,301 shares; 2024Q1: 3,166 shares; 2024Q2: 3,166 shares; 2024Q3: 3,168 shares; 2024Q4: 2,342 shares 2,342 $689K 0.03% -826 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 642 shares; 2023Q2: 633 shares; 2023Q3: 631 shares; 2023Q4: 633 shares; 2024Q1: 754 shares; 2024Q2: 734 shares; 2024Q3: 745 shares; 2024Q4: 764 shares 764 $681K 0.03% +19 Timeline BRK-A 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; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2 shares; 2024Q3: 2 shares; 2024Q4: 1 shares 1 $681K 0.03% -1 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 5,037 shares; 2023Q2: 6,594 shares; 2023Q3: 5,508 shares; 2023Q4: 5,528 shares; 2024Q1: 4,929 shares; 2024Q2: 4,652 shares; 2024Q3: 4,872 shares; 2024Q4: 4,696 shares 4,696 $680K 0.03% -176 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 115,816 shares; 2023Q2: 107,459 shares; 2023Q3: 103,859 shares; 2023Q4: 91,201 shares; 2024Q1: 90,766 shares; 2024Q2: 89,863 shares; 2024Q3: 87,065 shares; 2024Q4: 12,870 shares 12,870 $675K 0.03% -74,195 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,217 shares; 2024Q4: 1,919 shares 1,919 $675K 0.03% -298 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 10,186 shares; 2023Q2: 88,600 shares; 2023Q3: 9,976 shares; 2023Q4: 9,977 shares; 2024Q1: 9,960 shares; 2024Q2: 10,988 shares; 2024Q3: 10,472 shares; 2024Q4: 10,309 shares 10,309 $671K 0.03% -163 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 3,437 shares; 2023Q2: 3,396 shares; 2023Q3: 3,273 shares; 2023Q4: 3,676 shares; 2024Q1: 3,404 shares; 2024Q2: 3,254 shares; 2024Q3: 3,379 shares; 2024Q4: 3,965 shares 3,965 $661K 0.03% +586 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; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 809 shares; 2024Q2: 1,011 shares; 2024Q3: 859 shares; 2024Q4: 1,599 shares 1,599 $656K 0.03% +740 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 12,863 shares; 2023Q2: 9,693 shares; 2023Q3: 9,693 shares; 2023Q4: 9,287 shares; 2024Q1: 8,754 shares; 2024Q2: 8,391 shares; 2024Q3: 8,252 shares; 2024Q4: 5,090 shares 5,090 $655K 0.03% -3,162 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; 2023Q1: 2,180 shares; 2023Q2: 1,831 shares; 2023Q3: 1,796 shares; 2023Q4: 1,276 shares; 2024Q1: 1,235 shares; 2024Q2: 1,192 shares; 2024Q3: 2,194 shares; 2024Q4: 2,194 shares 2,194 $651K 0.03% 0 Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 15,312 shares; 2023Q2: 201,997 shares; 2023Q3: 14,499 shares; 2023Q4: 14,499 shares; 2024Q1: 13,725 shares; 2024Q2: 11,949 shares; 2024Q3: 11,377 shares; 2024Q4: 11,322 shares 11,322 $642K 0.03% -55 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; 2023Q1: 6,710 shares; 2023Q2: 6,553 shares; 2023Q3: 6,553 shares; 2023Q4: 6,746 shares; 2024Q1: 6,920 shares; 2024Q2: 6,904 shares; 2024Q3: 6,904 shares; 2024Q4: 6,978 shares 6,978 $634K 0.03% +74 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 7,835 shares; 2023Q2: 8,102 shares; 2023Q3: 7,993 shares; 2023Q4: 8,066 shares; 2024Q1: 7,847 shares; 2024Q2: 7,948 shares; 2024Q3: 7,861 shares; 2024Q4: 8,317 shares 8,317 $632K 0.03% +456 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; 2023Q1: 13,860 shares; 2023Q2: 13,154 shares; 2023Q3: 13,837 shares; 2023Q4: 12,764 shares; 2024Q1: 12,764 shares; 2024Q2: 13,296 shares; 2024Q3: 9,536 shares; 2024Q4: 27,738 shares 27,738 $630K 0.03% +18,202 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 3,255 shares; 2023Q2: 3,207 shares; 2023Q3: 3,207 shares; 2023Q4: 3,307 shares; 2024Q1: 3,311 shares; 2024Q2: 3,287 shares; 2024Q3: 3,291 shares; 2024Q4: 3,499 shares 3,499 $622K 0.03% +208 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 16,512 shares; 2023Q2: 15,374 shares; 2023Q3: 15,191 shares; 2023Q4: 13,533 shares; 2024Q1: 14,565 shares; 2024Q2: 18,289 shares; 2024Q3: 16,976 shares; 2024Q4: 33,560 shares 33,560 $621K 0.03% +16,584 Timeline LRGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 11,787 shares; 2023Q2: 11,043 shares; 2023Q3: 10,820 shares; 2023Q4: 10,820 shares; 2024Q1: 10,802 shares; 2024Q2: 10,740 shares; 2024Q3: 10,740 shares; 2024Q4: 10,046 shares 10,046 $606K 0.03% -694 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 6,839 shares; 2023Q2: 6,857 shares; 2023Q3: 6,887 shares; 2023Q4: 5,416 shares; 2024Q1: 5,488 shares; 2024Q2: 5,517 shares; 2024Q3: 6,237 shares; 2024Q4: 5,564 shares 5,564 $593K 0.02% -673 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; 2023Q1: 2,287 shares; 2023Q2: 20,833 shares; 2023Q3: 17,861 shares; 2023Q4: 2,209 shares; 2024Q1: 2,326 shares; 2024Q2: 2,195 shares; 2024Q3: 2,463 shares; 2024Q4: 2,461 shares 2,461 $591K 0.02% -2 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; 2023Q1: 3,152 shares; 2023Q2: 3,108 shares; 2023Q3: 3,067 shares; 2023Q4: 3,065 shares; 2024Q1: 3,065 shares; 2024Q2: 3,065 shares; 2024Q3: 2,991 shares; 2024Q4: 2,982 shares 2,982 $584K 0.02% -9 Timeline EEMS ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 9,678 shares; 2023Q2: 9,677 shares; 2023Q3: 9,620 shares; 2023Q4: 9,620 shares; 2024Q1: 9,620 shares; 2024Q2: 9,620 shares; 2024Q3: 9,620 shares; 2024Q4: 9,620 shares 9,620 $559K 0.02% 0 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 5,647 shares; 2023Q2: 6,172 shares; 2023Q3: 7,066 shares; 2023Q4: 5,895 shares; 2024Q1: 4,794 shares; 2024Q2: 6,105 shares; 2024Q3: 5,914 shares; 2024Q4: 6,237 shares 6,237 $556K 0.02% +323 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 4,115 shares; 2023Q2: 5,330 shares; 2023Q3: 5,200 shares; 2023Q4: 5,200 shares; 2024Q1: 5,200 shares; 2024Q2: 4,944 shares; 2024Q3: 4,944 shares; 2024Q4: 4,944 shares 4,944 $555K 0.02% 0 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; 2023Q1: 4,118 shares; 2023Q2: 4,180 shares; 2023Q3: 4,105 shares; 2023Q4: 4,232 shares; 2024Q1: 4,606 shares; 2024Q2: 4,683 shares; 2024Q3: 4,878 shares; 2024Q4: 5,262 shares 5,262 $527K 0.02% +384 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,116 shares; 2024Q2: 988 shares; 2024Q3: 996 shares; 2024Q4: 999 shares 999 $521K 0.02% +3 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 1,604 shares; 2023Q2: 1,622 shares; 2023Q3: 1,636 shares; 2023Q4: 2,003 shares; 2024Q1: 2,713 shares; 2024Q2: 3,445 shares; 2024Q3: 5,024 shares; 2024Q4: 2,877 shares 2,877 $509K 0.02% -2,147 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 1,263 shares; 2023Q2: 1,237 shares; 2023Q3: 1,237 shares; 2023Q4: 1,301 shares; 2024Q1: 1,744 shares; 2024Q2: 1,750 shares; 2024Q3: 1,749 shares; 2024Q4: 1,706 shares 1,706 $495K 0.02% -43 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 2,636 shares; 2023Q2: 2,955 shares; 2023Q3: 3,010 shares; 2023Q4: 52,683 shares; 2024Q1: 51,999 shares; 2024Q2: 3,582 shares; 2024Q3: 3,810 shares; 2024Q4: 4,275 shares 4,275 $493K 0.02% +465 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 3,671 shares 3,671 $473K 0.02% new 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; 2023Q1: 3,106 shares; 2023Q2: 2,763 shares; 2023Q3: 2,763 shares; 2023Q4: 2,679 shares; 2024Q1: 2,679 shares; 2024Q2: 2,679 shares; 2024Q3: 2,679 shares; 2024Q4: 2,679 shares 2,679 $469K 0.02% 0 Timeline SMIG ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 15,900 shares 15,900 $463K 0.02% new Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 1,657 shares; 2023Q2: 1,645 shares; 2023Q3: 1,597 shares; 2023Q4: 1,597 shares; 2024Q1: 1,773 shares; 2024Q2: 1,873 shares; 2024Q3: 1,763 shares; 2024Q4: 1,767 shares 1,767 $460K 0.02% +4 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 623 shares; 2023Q2: 642 shares; 2023Q3: 663 shares; 2023Q4: 1,164 shares; 2024Q1: 746 shares; 2024Q2: 705 shares; 2024Q3: 710 shares; 2024Q4: 888 shares 888 $449K 0.02% +178 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: 4,748 shares; 2023Q3: 4,748 shares; 2023Q4: 4,748 shares; 2024Q1: 4,748 shares; 2024Q2: 4,748 shares; 2024Q3: 4,748 shares; 2024Q4: 4,748 shares 4,748 $440K 0.02% 0 Timeline ISHG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 6,517 shares 6,517 $439K 0.02% new Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,600 shares; 2024Q1: 2,052 shares; 2024Q2: 2,253 shares; 2024Q3: 3,409 shares; 2024Q4: 2,592 shares 2,592 $433K 0.02% -817 Timeline AOM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 12,859 shares; 2023Q2: 12,859 shares; 2023Q3: 12,965 shares; 2023Q4: 11,393 shares; 2024Q1: 11,393 shares; 2024Q2: 11,164 shares; 2024Q3: 11,188 shares; 2024Q4: 9,883 shares 9,883 $429K 0.02% -1,305 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,697 shares; 2024Q2: 1,571 shares; 2024Q3: 2,081 shares; 2024Q4: 2,165 shares 2,165 $429K 0.02% +84 Timeline VT 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; 2023Q1: 3,613 shares; 2023Q2: 3,626 shares; 2023Q3: 3,749 shares; 2023Q4: 3,753 shares; 2024Q1: 3,746 shares; 2024Q2: 3,812 shares; 2024Q3: 3,682 shares; 2024Q4: 3,639 shares 3,639 $428K 0.02% -43 Timeline RELY REMITLY GLOBAL INC More: the full row for REMITLY GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 18,696 shares 18,696 $422K 0.02% new Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 14,595 shares; 2023Q2: 14,666 shares; 2023Q3: 14,446 shares; 2023Q4: 14,583 shares; 2024Q1: 16,089 shares; 2024Q2: 15,856 shares; 2024Q3: 15,950 shares; 2024Q4: 15,779 shares 15,779 $419K 0.02% -171 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 1,862 shares; 2023Q2: 38,992 shares; 2023Q3: 1,862 shares; 2023Q4: 35,801 shares; 2024Q1: 34,911 shares; 2024Q2: 34,220 shares; 2024Q3: 2,173 shares; 2024Q4: 2,173 shares 2,173 $413K 0.02% 0 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 3,409 shares 3,409 $412K 0.02% new Timeline SDG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 5,982 shares; 2023Q2: 4,961 shares; 2023Q3: 4,961 shares; 2023Q4: 5,003 shares; 2024Q1: 5,425 shares; 2024Q2: 5,390 shares; 2024Q3: 5,604 shares; 2024Q4: 5,713 shares 5,713 $409K 0.02% +109 Timeline XVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 9,524 shares; 2023Q2: 9,524 shares; 2023Q3: 9,524 shares; 2023Q4: 9,524 shares; 2024Q1: 10,194 shares; 2024Q2: 8,991 shares; 2024Q3: 8,991 shares; 2024Q4: 8,768 shares 8,768 $397K 0.02% -223 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; 2023Q1: 2,300 shares; 2023Q2: 2,295 shares; 2023Q3: 1,695 shares; 2023Q4: 1,695 shares; 2024Q1: 1,760 shares; 2024Q2: 1,991 shares; 2024Q3: 1,695 shares; 2024Q4: 1,766 shares 1,766 $388K 0.02% +71 Timeline XSD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 1,544 shares; 2023Q2: 1,545 shares; 2023Q3: 1,546 shares; 2023Q4: 1,547 shares; 2024Q1: 1,547 shares; 2024Q2: 1,547 shares; 2024Q3: 1,547 shares; 2024Q4: 1,547 shares 1,547 $384K 0.02% 0 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 1,399 shares; 2023Q2: 1,281 shares; 2023Q3: not reported; 2023Q4: 1,287 shares; 2024Q1: 1,390 shares; 2024Q2: 1,404 shares; 2024Q3: 1,357 shares; 2024Q4: 1,803 shares 1,803 $364K 0.02% +446 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 2,809 shares; 2023Q2: 2,809 shares; 2023Q3: 2,802 shares; 2023Q4: 2,726 shares; 2024Q1: 2,726 shares; 2024Q2: 2,732 shares; 2024Q3: 2,762 shares; 2024Q4: 2,767 shares 2,767 $357K 0.01% +5 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; 2023Q1: 4,339 shares; 2023Q2: 4,639 shares; 2023Q3: 4,327 shares; 2023Q4: 4,871 shares; 2024Q1: 4,957 shares; 2024Q2: 5,016 shares; 2024Q3: 5,077 shares; 2024Q4: 5,699 shares 5,699 $355K 0.01% +622 Timeline NYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 26,658 shares; 2023Q2: 24,826 shares; 2023Q3: 24,904 shares; 2023Q4: 6,033 shares; 2024Q1: 6,474 shares; 2024Q2: 6,552 shares; 2024Q3: 6,449 shares; 2024Q4: 6,531 shares 6,531 $348K 0.01% +82 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: 3,859 shares; 2023Q3: 3,859 shares; 2023Q4: 3,859 shares; 2024Q1: 3,925 shares; 2024Q2: 3,925 shares; 2024Q3: 3,859 shares; 2024Q4: 3,859 shares 3,859 $343K 0.01% 0 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 4,756 shares; 2024Q2: 5,671 shares; 2024Q3: 4,761 shares; 2024Q4: 6,528 shares 6,528 $341K 0.01% +1,767 Timeline WTAI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 11,490 shares; 2024Q2: 14,619 shares; 2024Q3: 13,630 shares; 2024Q4: 15,242 shares 15,242 $335K 0.01% +1,612 Timeline AVUS 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; 2023Q1: 4,927 shares; 2023Q2: 4,861 shares; 2023Q3: 4,861 shares; 2023Q4: 3,789 shares; 2024Q1: 3,790 shares; 2024Q2: 3,432 shares; 2024Q3: 3,432 shares; 2024Q4: 3,455 shares 3,455 $335K 0.01% +23 Timeline XLU 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; 2023Q1: 3,777 shares; 2023Q2: 3,777 shares; 2023Q3: 3,882 shares; 2023Q4: 4,193 shares; 2024Q1: 4,293 shares; 2024Q2: 4,293 shares; 2024Q3: 4,293 shares; 2024Q4: 4,374 shares 4,374 $331K 0.01% +81 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,334 shares; 2024Q1: 1,383 shares; 2024Q2: 1,438 shares; 2024Q3: 1,386 shares; 2024Q4: 2,019 shares 2,019 $328K 0.01% +633 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: 146,741 shares; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 4,296 shares 4,296 $327K 0.01% new 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; 2023Q1: 4,287 shares; 2023Q2: 4,600 shares; 2023Q3: 4,453 shares; 2023Q4: 4,338 shares; 2024Q1: 5,384 shares; 2024Q2: 5,396 shares; 2024Q3: 5,012 shares; 2024Q4: 11,667 shares 11,667 $319K 0.01% +6,655 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; 2023Q1: 2,566 shares; 2023Q2: 2,434 shares; 2023Q3: 2,489 shares; 2023Q4: 2,559 shares; 2024Q1: 2,476 shares; 2024Q2: 2,476 shares; 2024Q3: 2,913 shares; 2024Q4: 2,488 shares 2,488 $317K 0.01% -425 Timeline AVGV 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; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 5,153 shares 5,153 $314K 0.01% new Timeline SPLV 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; 2023Q1: 4,095 shares; 2023Q2: 4,112 shares; 2023Q3: 4,131 shares; 2023Q4: 3,999 shares; 2024Q1: 4,189 shares; 2024Q2: 4,205 shares; 2024Q3: 4,899 shares; 2024Q4: 4,469 shares 4,469 $313K 0.01% -430 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; 2023Q1: 2,567 shares; 2023Q2: 3,164 shares; 2023Q3: 4,389 shares; 2023Q4: 4,294 shares; 2024Q1: 3,052 shares; 2024Q2: 3,181 shares; 2024Q3: 2,659 shares; 2024Q4: 2,738 shares 2,738 $306K 0.01% +79 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 2,328 shares; 2024Q2: 62,906 shares; 2024Q3: 58,982 shares; 2024Q4: 3,109 shares 3,109 $301K 0.01% -55,873 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; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 2,636 shares; 2024Q2: 2,636 shares; 2024Q3: 2,638 shares; 2024Q4: 10,552 shares 10,552 $294K 0.01% +7,914 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 3,985 shares; 2023Q2: 3,435 shares; 2023Q3: 3,435 shares; 2023Q4: 3,389 shares; 2024Q1: 3,389 shares; 2024Q2: 3,389 shares; 2024Q3: 3,397 shares; 2024Q4: 3,468 shares 3,468 $285K 0.01% +71 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 1,556 shares; 2023Q2: 1,544 shares; 2023Q3: 1,610 shares; 2023Q4: 1,628 shares; 2024Q1: 1,611 shares; 2024Q2: 2,134 shares; 2024Q3: 1,472 shares; 2024Q4: 1,539 shares 1,539 $285K 0.01% +67 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; 2023Q1: 8,423 shares; 2023Q2: 7,480 shares; 2023Q3: 7,495 shares; 2023Q4: 7,753 shares; 2024Q1: 7,802 shares; 2024Q2: 7,691 shares; 2024Q3: 6,849 shares; 2024Q4: 7,111 shares 7,111 $284K 0.01% +262 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; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 925 shares; 2024Q2: 950 shares; 2024Q3: 970 shares; 2024Q4: 366 shares 366 $283K 0.01% -604 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 619 shares; 2024Q2: 543 shares; 2024Q3: 545 shares; 2024Q4: 625 shares 625 $278K 0.01% +80 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; 2023Q1: 76,112 shares; 2023Q2: 72,042 shares; 2023Q3: 7,091 shares; 2023Q4: 5,330 shares; 2024Q1: 5,259 shares; 2024Q2: 5,081 shares; 2024Q3: 5,001 shares; 2024Q4: 5,539 shares 5,539 $274K 0.01% +538 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; 2023Q1: 3,927 shares; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 4,610 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 4,570 shares 4,570 $271K 0.01% new Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 557 shares; 2024Q3: 575 shares; 2024Q4: 575 shares 575 $266K 0.01% 0 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 150,182 shares; 2023Q2: 142,422 shares; 2023Q3: 7,695 shares; 2023Q4: 7,695 shares; 2024Q1: 7,845 shares; 2024Q2: 7,695 shares; 2024Q3: 7,569 shares; 2024Q4: 7,713 shares 7,713 $265K 0.01% +144 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; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 6,003 shares 6,003 $264K 0.01% new Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 1,954 shares; 2023Q2: 2,006 shares; 2023Q3: 1,987 shares; 2023Q4: 1,872 shares; 2024Q1: 1,899 shares; 2024Q2: 1,965 shares; 2024Q3: 1,927 shares; 2024Q4: 1,721 shares 1,721 $263K 0.01% -206 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; 2023Q1: 651 shares; 2023Q2: 651 shares; 2023Q3: 651 shares; 2023Q4: 651 shares; 2024Q1: 576 shares; 2024Q2: 576 shares; 2024Q3: 565 shares; 2024Q4: 459 shares 459 $262K 0.01% -106 Timeline IGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 6,633 shares 6,633 $255K 0.01% new Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 69,712 shares; 2023Q2: 4,196,261 shares; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 6,754 shares; 2024Q3: 6,803 shares; 2024Q4: 6,803 shares 6,803 $253K 0.01% 0 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; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,246 shares; 2024Q2: 1,240 shares; 2024Q3: 1,236 shares; 2024Q4: 1,335 shares 1,335 $250K 0.01% +99 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 1,066 shares; 2023Q2: 1,162 shares; 2023Q3: 1,162 shares; 2023Q4: 1,162 shares; 2024Q1: 1,162 shares; 2024Q2: 1,162 shares; 2024Q3: 1,180 shares; 2024Q4: 1,102 shares 1,102 $249K 0.01% -78 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 377 shares 377 $237K 0.01% new 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; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 644 shares; 2024Q3: 644 shares; 2024Q4: 645 shares 645 $236K 0.01% +1 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 229 shares 229 $235K 0.01% new Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: 3,327 shares; 2023Q3: 3,327 shares; 2023Q4: 3,450 shares; 2024Q1: 3,422 shares; 2024Q2: 3,422 shares; 2024Q3: 3,105 shares; 2024Q4: 3,116 shares 3,116 $226K 0.01% +11 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 740 shares; 2024Q2: 740 shares; 2024Q3: 740 shares; 2024Q4: 740 shares 740 $222K 0.01% 0 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; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 421 shares 421 $219K 0.01% 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; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,906 shares; 2024Q3: 2,924 shares; 2024Q4: 3,021 shares 3,021 $217K 0.01% +97 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 3,115 shares 3,115 $215K 0.01% new 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; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 477 shares; 2024Q3: 438 shares; 2024Q4: 442 shares 442 $215K 0.01% +4 Timeline ICLN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 11,207 shares; 2024Q1: 11,408 shares; 2024Q2: 11,425 shares; 2024Q3: 18,593 shares; 2024Q4: 18,777 shares 18,777 $214K 0.01% +184 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 9,404 shares; 2023Q2: 8,701 shares; 2023Q3: 8,957 shares; 2023Q4: 11,318 shares; 2024Q1: 11,933 shares; 2024Q2: 11,780 shares; 2024Q3: 11,470 shares; 2024Q4: 10,608 shares 10,608 $213K 0.01% -862 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 3,661 shares; 2023Q2: 3,700 shares; 2023Q3: 3,700 shares; 2023Q4: not reported; 2024Q1: 4,123 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 3,705 shares 3,705 $210K 0.01% new 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; 2023Q1: 11,569 shares; 2023Q2: 11,829 shares; 2023Q3: 11,829 shares; 2023Q4: 12,205 shares; 2024Q1: 12,265 shares; 2024Q2: 11,866 shares; 2024Q3: 9,122 shares; 2024Q4: 9,084 shares 9,084 $207K 0.01% -38 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 804 shares; 2023Q2: 802 shares; 2023Q3: 767 shares; 2023Q4: 767 shares; 2024Q1: 734 shares; 2024Q2: 769 shares; 2024Q3: not reported; 2024Q4: 721 shares 721 $206K 0.01% new Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 3,701 shares; 2024Q4: 2,181 shares 2,181 $202K 0.01% -1,520 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; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,092 shares; 2024Q4: 1,092 shares 1,092 $201K 0.01% 0 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,889 shares 2,889 $201K 0.01% new Timeline MFG MIZUHO FINANCIAL GROUP INC More: the full row for MIZUHO FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 25,044 shares; 2023Q2: 27,364 shares; 2023Q3: 27,196 shares; 2023Q4: not reported; 2024Q1: 27,196 shares; 2024Q2: 27,196 shares; 2024Q3: 27,196 shares; 2024Q4: 27,196 shares 27,196 $133K 0.01% 0 Timeline GOSS GOSSAMER BIO INC More: the full row for GOSSAMER BIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 142,269 shares 142,269 $129K 0.01% new Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 21,033 shares; 2023Q2: 23,760 shares; 2023Q3: 24,147 shares; 2023Q4: 26,743 shares; 2024Q1: 28,178 shares; 2024Q2: 28,447 shares; 2024Q3: 28,987 shares; 2024Q4: 28,091 shares 28,091 $128K 0.01% -896 Timeline HCAT HEALTH CATALYST INC More: the full row for HEALTH CATALYST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: 10,000 shares; 2023Q3: 10,000 shares; 2023Q4: 10,000 shares; 2024Q1: 10,000 shares; 2024Q2: 10,000 shares; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares 10,000 $70.7K <0.01% 0 Timeline NAGE NIAGEN BIOSCIENCE INC More: the full row for NIAGEN BIOSCIENCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 11,800 shares; 2023Q2: 11,800 shares; 2023Q3: 11,800 shares; 2023Q4: 11,800 shares; 2024Q1: not reported; 2024Q2: 11,800 shares; 2024Q3: 11,800 shares; 2024Q4: 11,800 shares 11,800 $62.6K <0.01% 0 Timeline TSI TCW STRATEGIC INCOME FD INC More: the full row for TCW STRATEGIC INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 24,776 shares; 2023Q2: 20,752 shares; 2023Q3: 18,465 shares; 2023Q4: 10,075 shares; 2024Q1: not reported; 2024Q2: 10,075 shares; 2024Q3: 10,075 shares; 2024Q4: 10,075 shares 10,075 $50.2K <0.01% 0 Timeline