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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 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 3,568,828 $334M 14.91% +98,084 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 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 8,103,057 $256M 11.42% +292,095 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 310,723 shares; 2023Q2: 299,003 shares; 2023Q3: 1,265,753 shares; 2023Q4: 1,355,444 shares; 2024Q1: 1,378,277 shares 1,378,277 $227M 10.1% +22,833 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 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 8,133,187 $221M 9.86% +362,946 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 699,984 shares; 2023Q4: 721,337 shares; 2024Q1: 743,821 shares 743,821 $184M 8.2% +22,484 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 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 1,947,678 $125M 5.58% +74,860 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 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 2,933,176 $79M 3.52% +123,523 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 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 2,181,431 $69.7M 3.11% -53,069 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 4,060,351 shares; 2023Q2: 919,889 shares; 2023Q3: 908,831 shares; 2023Q4: 863,131 shares; 2024Q1: 876,756 shares 876,756 $47.7M 2.13% +13,625 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 239,183 shares; 2023Q2: 220,756 shares; 2023Q3: 270,684 shares; 2023Q4: 230,287 shares; 2024Q1: 219,021 shares 219,021 $42M 1.87% -11,266 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,921,279 shares; 2023Q2: 1,838,024 shares; 2023Q3: 1,814,534 shares; 2023Q4: 802,224 shares; 2024Q1: 745,798 shares 745,798 $37.7M 1.68% -56,426 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 549,457 shares; 2023Q2: 590,579 shares; 2023Q3: 624,883 shares; 2023Q4: 657,624 shares; 2024Q1: 735,776 shares 735,776 $34.9M 1.55% +78,152 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 88,229 shares; 2023Q2: 77,797 shares; 2023Q3: 79,623 shares; 2023Q4: 82,189 shares; 2024Q1: 82,643 shares 82,643 $34.8M 1.55% +454 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 927,059 shares; 2023Q2: 915,420 shares; 2023Q3: 942,264 shares; 2023Q4: 979,804 shares; 2024Q1: 1,009,233 shares 1,009,233 $34.7M 1.55% +29,429 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 741,397 shares; 2023Q2: 722,345 shares; 2023Q3: 716,028 shares; 2023Q4: 707,241 shares; 2024Q1: 685,841 shares 685,841 $28.1M 1.25% -21,400 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 652,737 shares; 2023Q2: 2,093,568 shares; 2023Q3: 736,465 shares; 2023Q4: 632,578 shares; 2024Q1: 650,252 shares 650,252 $23.9M 1.07% +17,674 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 475,563 shares; 2023Q2: 494,532 shares; 2023Q3: 530,990 shares; 2023Q4: 538,857 shares; 2024Q1: 545,296 shares 545,296 $18.4M 0.82% +6,439 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,765,208 shares; 2024Q1: 1,824,016 shares 1,824,016 $17.9M 0.8% +58,808 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 46,214 shares; 2023Q2: 56,614 shares; 2023Q3: 272,063 shares; 2023Q4: 282,835 shares; 2024Q1: 289,565 shares 289,565 $17.8M 0.79% +6,730 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 430,360 shares; 2023Q2: 414,216 shares; 2023Q3: 303,472 shares; 2023Q4: 169,181 shares; 2024Q1: 158,574 shares 158,574 $16.6M 0.74% -10,607 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 99,242 shares; 2023Q2: 99,203 shares; 2023Q3: 92,161 shares; 2023Q4: 89,521 shares; 2024Q1: 90,210 shares 90,210 $15.5M 0.69% +689 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 205,972 shares; 2023Q4: 219,824 shares; 2024Q1: 227,899 shares 227,899 $15M 0.67% +8,075 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 584,616 shares; 2023Q2: 575,126 shares; 2023Q3: 567,023 shares; 2023Q4: 572,860 shares; 2024Q1: 564,163 shares 564,163 $14.1M 0.63% -8,697 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 404,137 shares; 2023Q2: 581,318 shares; 2023Q3: 384,873 shares; 2023Q4: 379,756 shares; 2024Q1: 373,206 shares 373,206 $13.2M 0.59% -6,550 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 124,723 shares; 2023Q2: 119,047 shares; 2023Q3: 114,695 shares; 2023Q4: 111,097 shares; 2024Q1: 108,268 shares 108,268 $11.7M 0.52% -2,829 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 237,470 shares; 2023Q2: 257,230 shares; 2023Q3: 270,743 shares; 2023Q4: 258,098 shares; 2024Q1: 272,195 shares 272,195 $11.5M 0.51% +14,097 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 98,617 shares; 2023Q2: 94,015 shares; 2023Q3: 92,578 shares; 2023Q4: 90,276 shares; 2024Q1: 85,650 shares 85,650 $8.89M 0.4% -4,626 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 18,524 shares; 2023Q2: 16,972 shares; 2023Q3: 18,315 shares; 2023Q4: 16,929 shares; 2024Q1: 16,675 shares 16,675 $8.77M 0.39% -254 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 50,051 shares; 2023Q2: 51,763 shares; 2023Q3: 48,612 shares; 2023Q4: 45,515 shares; 2024Q1: 46,571 shares 46,571 $8.39M 0.37% +1,056 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 10,255 shares; 2023Q2: 12,836 shares; 2023Q3: 12,652 shares; 2023Q4: 11,204 shares; 2024Q1: 9,114 shares 9,114 $8.23M 0.37% -2,090 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 197,913 shares; 2023Q2: 203,215 shares; 2023Q3: 214,391 shares; 2023Q4: 235,286 shares; 2024Q1: 251,764 shares 251,764 $8.11M 0.36% +16,478 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 84,273 shares; 2023Q2: 46,941 shares; 2023Q3: 41,667 shares; 2023Q4: 113,625 shares; 2024Q1: 113,030 shares 113,030 $7.44M 0.33% -595 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 11,615 shares; 2023Q2: 14,657 shares; 2023Q3: 18,794 shares; 2023Q4: 93,862 shares; 2024Q1: 93,195 shares 93,195 $7.03M 0.31% -667 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 6,028 shares; 2023Q2: 5,982 shares; 2023Q3: 5,983 shares; 2023Q4: 29,732 shares; 2024Q1: 29,269 shares 29,269 $7.02M 0.31% -463 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 65,498 shares; 2023Q2: 63,548 shares; 2023Q3: 62,261 shares; 2023Q4: 61,693 shares; 2024Q1: 58,581 shares 58,581 $6.93M 0.31% -3,112 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 134,882 shares; 2024Q1: 132,149 shares 132,149 $6.62M 0.3% -2,733 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 184,173 shares; 2023Q2: 183,160 shares; 2023Q3: 119,934 shares; 2023Q4: 119,475 shares; 2024Q1: 110,926 shares 110,926 $6.43M 0.29% -8,549 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 80,385 shares; 2023Q2: 77,827 shares; 2023Q3: 74,111 shares; 2023Q4: 66,962 shares; 2024Q1: 67,345 shares 67,345 $6.41M 0.29% +383 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 98,080 shares; 2023Q2: 95,182 shares; 2023Q3: not reported; 2023Q4: 82,043 shares; 2024Q1: 81,594 shares 81,594 $6.34M 0.28% -449 Timeline XLRE 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 162,708 shares; 2024Q1: 158,722 shares 158,722 $6.27M 0.28% -3,986 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,862 shares; 2023Q2: 38,992 shares; 2023Q3: 1,862 shares; 2023Q4: 35,801 shares; 2024Q1: 34,911 shares 34,911 $6.12M 0.27% -890 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 7,806 shares; 2023Q2: 7,821 shares; 2023Q3: 8,067 shares; 2023Q4: 7,868 shares; 2024Q1: 8,097 shares 8,097 $5.93M 0.26% +229 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 64,826 shares; 2024Q1: 64,392 shares 64,392 $5.92M 0.26% -434 Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 295,730 shares; 2023Q2: 261,832 shares; 2023Q3: 354,307 shares; 2023Q4: 221,706 shares; 2024Q1: 209,259 shares 209,259 $5.91M 0.26% -12,447 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 112,465 shares; 2024Q1: 112,338 shares 112,338 $5.86M 0.26% -127 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 56,595 shares; 2023Q2: 55,261 shares; 2023Q3: not reported; 2023Q4: 50,401 shares; 2024Q1: 50,226 shares 50,226 $5.82M 0.26% -175 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,636 shares; 2023Q2: 2,955 shares; 2023Q3: 3,010 shares; 2023Q4: 52,683 shares; 2024Q1: 51,999 shares 51,999 $5.75M 0.26% -684 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 217,600 shares; 2023Q2: 185,409 shares; 2023Q3: 158,463 shares; 2023Q4: 152,193 shares; 2024Q1: 145,122 shares 145,122 $5.2M 0.23% -7,071 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 90,855 shares; 2023Q2: 150,193 shares; 2023Q3: 85,488 shares; 2023Q4: 141,901 shares; 2024Q1: 142,645 shares 142,645 $5.16M 0.23% +744 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 21,654 shares; 2023Q2: 35,023 shares; 2023Q3: 341,779 shares; 2023Q4: 27,162 shares; 2024Q1: 50,314 shares 50,314 $5.07M 0.23% +23,152 Timeline ISCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 61,774 shares; 2023Q2: 97,661 shares; 2023Q3: 98,273 shares; 2023Q4: 82,182 shares; 2024Q1: 82,686 shares 82,686 $5.06M 0.23% +504 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 6,710 shares; 2023Q2: 10,242 shares; 2023Q3: 9,783 shares; 2023Q4: 43,221 shares; 2024Q1: 42,896 shares 42,896 $5.01M 0.22% -325 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 115,816 shares; 2023Q2: 107,459 shares; 2023Q3: 103,859 shares; 2023Q4: 91,201 shares; 2024Q1: 90,766 shares 90,766 $4.94M 0.22% -435 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 78,073 shares; 2023Q2: 71,164 shares; 2023Q3: 71,029 shares; 2023Q4: 70,726 shares; 2024Q1: 70,569 shares 70,569 $4.47M 0.2% -157 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 63,882 shares; 2024Q1: 63,012 shares 63,012 $4.34M 0.19% -870 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 5,867 shares; 2023Q3: 6,556 shares; 2023Q4: 100,704 shares; 2024Q1: 99,120 shares 99,120 $4.18M 0.19% -1,584 Timeline PDN 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 155,173 shares; 2023Q2: 146,709 shares; 2023Q3: not reported; 2023Q4: 127,940 shares; 2024Q1: 126,163 shares 126,163 $4.15M 0.18% -1,777 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 55,801 shares; 2023Q2: 62,344 shares; 2023Q3: 60,531 shares; 2023Q4: 71,707 shares; 2024Q1: 71,721 shares 71,721 $4.08M 0.18% +14 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 22,491 shares; 2023Q2: 22,331 shares; 2023Q3: 22,019 shares; 2023Q4: 8,166 shares; 2024Q1: 8,160 shares 8,160 $3.92M 0.17% -6 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 65,194 shares; 2023Q2: 62,224 shares; 2023Q3: 62,224 shares; 2023Q4: 60,262 shares; 2024Q1: 61,463 shares 61,463 $3.81M 0.17% +1,201 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 17,222 shares; 2023Q2: 17,849 shares; 2023Q3: 17,808 shares; 2023Q4: 12,397 shares; 2024Q1: 11,748 shares 11,748 $3.05M 0.14% -649 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 15,649 shares; 2023Q2: 15,395 shares; 2023Q3: 15,375 shares; 2023Q4: 14,457 shares; 2024Q1: 14,348 shares 14,348 $3.02M 0.13% -109 Timeline REET ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 33,609 shares; 2023Q2: 53,081 shares; 2023Q3: 30,023 shares; 2023Q4: 114,601 shares; 2024Q1: 114,601 shares 114,601 $2.71M 0.12% 0 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 4,744 shares; 2023Q2: 8,185 shares; 2023Q3: 8,051 shares; 2023Q4: 7,855 shares; 2024Q1: 7,353 shares 7,353 $2.48M 0.11% -502 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 85,627 shares; 2023Q2: 88,537 shares; 2023Q3: 89,549 shares; 2023Q4: 94,483 shares; 2024Q1: 96,924 shares 96,924 $2.47M 0.11% +2,441 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 38,888 shares; 2023Q2: 37,988 shares; 2023Q3: 40,449 shares; 2023Q4: 42,528 shares; 2024Q1: 40,916 shares 40,916 $2.46M 0.11% -1,612 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 3,510 shares; 2023Q2: 4,287 shares; 2023Q3: 3,490 shares; 2023Q4: 3,493 shares; 2024Q1: 4,437 shares 4,437 $2.32M 0.1% +944 Timeline XLB 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 26,877 shares; 2023Q3: not reported; 2023Q4: 24,491 shares; 2024Q1: 24,245 shares 24,245 $2.25M 0.1% -246 Timeline INVESCO QQQ TR INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 4,661 shares; 2024Q1: 5,021 shares 5,021 $2.23M 0.1% +360 TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 12,351 shares; 2023Q2: 12,201 shares; 2023Q3: 11,703 shares; 2023Q4: 11,319 shares; 2024Q1: 12,621 shares 12,621 $2.22M 0.1% +1,302 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 168,675 shares; 2023Q2: 165,655 shares; 2023Q3: 74,544 shares; 2023Q4: 62,260 shares; 2024Q1: 61,484 shares 61,484 $2.19M 0.1% -776 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 97,887 shares; 2024Q1: 94,994 shares 94,994 $2.09M 0.09% -2,893 Timeline EWX 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 35,744 shares; 2024Q1: 35,323 shares 35,323 $1.97M 0.09% -421 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 5,931 shares; 2023Q2: 16,040 shares; 2023Q3: 16,097 shares; 2023Q4: 14,931 shares; 2024Q1: 12,802 shares 12,802 $1.95M 0.09% -2,129 Timeline JHEM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 74,249 shares; 2024Q1: 74,004 shares 74,004 $1.92M 0.09% -245 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 27,899 shares; 2023Q2: 29,390 shares; 2023Q3: 29,002 shares; 2023Q4: 27,061 shares; 2024Q1: 24,561 shares 24,561 $1.87M 0.08% -2,500 Timeline XJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 43,223 shares; 2023Q2: 22,026 shares; 2023Q3: 23,823 shares; 2023Q4: 40,618 shares; 2024Q1: 37,237 shares 37,237 $1.46M 0.07% -3,381 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 27,013 shares; 2023Q2: 26,226 shares; 2023Q3: 26,226 shares; 2023Q4: 26,195 shares; 2024Q1: 24,734 shares 24,734 $1.41M 0.06% -1,461 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 23,608 shares; 2023Q2: 23,635 shares; 2023Q3: 22,969 shares; 2023Q4: 20,558 shares; 2024Q1: 22,061 shares 22,061 $1.41M 0.06% +1,503 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 9,837 shares; 2023Q2: 31,259 shares; 2023Q3: 10,326 shares; 2023Q4: 7,467 shares; 2024Q1: 8,254 shares 8,254 $1.34M 0.06% +787 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 36,365 shares; 2023Q2: 51,217 shares; 2023Q3: 39,642 shares; 2023Q4: 33,263 shares; 2024Q1: 31,939 shares 31,939 $1.33M 0.06% -1,324 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 17,448 shares; 2023Q2: 16,946 shares; 2023Q3: 16,938 shares; 2023Q4: 13,804 shares; 2024Q1: 14,221 shares 14,221 $1.3M 0.06% +417 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,148 shares; 2023Q2: 1,989 shares; 2023Q3: 2,499 shares; 2023Q4: 3,384 shares; 2024Q1: 2,592 shares 2,592 $1.26M 0.06% -792 Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 20,107 shares; 2023Q2: 20,107 shares; 2023Q3: 20,107 shares; 2023Q4: 21,801 shares; 2024Q1: 21,801 shares 21,801 $1.25M 0.06% 0 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 6,807 shares; 2023Q2: 6,557 shares; 2023Q3: 6,768 shares; 2023Q4: 6,740 shares; 2024Q1: 7,373 shares 7,373 $1.2M 0.05% +633 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 159,786 shares; 2023Q2: 161,640 shares; 2023Q3: 23,419 shares; 2023Q4: 23,323 shares; 2024Q1: 23,348 shares 23,348 $1.17M 0.05% +25 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 13,555 shares; 2023Q2: 14,498 shares; 2023Q3: 10,180 shares; 2023Q4: 10,517 shares; 2024Q1: 10,060 shares 10,060 $1.17M 0.05% -457 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 9,248 shares; 2023Q2: 11,053 shares; 2023Q3: 12,891 shares; 2023Q4: 13,272 shares; 2024Q1: 14,982 shares 14,982 $1.15M 0.05% +1,710 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,111 shares; 2023Q2: 1,111 shares; 2023Q3: 1,116 shares; 2023Q4: 1,116 shares; 2024Q1: 1,123 shares 1,123 $1.14M 0.05% +7 Timeline BANR BANNER CORP More: the full row for BANNER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 30,418 shares; 2023Q2: 28,213 shares; 2023Q3: 28,213 shares; 2023Q4: 42,279 shares; 2024Q1: 22,388 shares 22,388 $1.07M 0.05% -19,891 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 5,931 shares; 2023Q2: 5,921 shares; 2023Q3: 5,906 shares; 2023Q4: 5,674 shares; 2024Q1: 17,734 shares 17,734 $1.07M 0.05% +12,060 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 12,863 shares; 2023Q2: 9,693 shares; 2023Q3: 9,693 shares; 2023Q4: 9,287 shares; 2024Q1: 8,754 shares 8,754 $1.01M 0.04% -533 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 21,105 shares; 2023Q4: 20,675 shares; 2024Q1: 19,808 shares 19,808 $992K 0.04% -867 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 12,855 shares; 2023Q2: 21,242 shares; 2023Q3: 13,842 shares; 2023Q4: 14,956 shares; 2024Q1: 16,931 shares 16,931 $991K 0.04% +1,975 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 6,713 shares; 2023Q2: 6,756 shares; 2023Q3: 5,873 shares; 2023Q4: 6,294 shares; 2024Q1: 6,175 shares 6,175 $977K 0.04% -119 Timeline DXJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 13,490 shares; 2023Q2: 12,787 shares; 2023Q3: 12,232 shares; 2023Q4: not reported; 2024Q1: 8,534 shares 8,534 $926K 0.04% new 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 23,416 shares; 2024Q1: 22,381 shares 22,381 $915K 0.04% -1,035 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 15,694 shares; 2023Q2: 76,981 shares; 2023Q3: 16,871 shares; 2023Q4: 15,686 shares; 2024Q1: 16,895 shares 16,895 $914K 0.04% +1,209 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 3,459 shares; 2023Q2: 3,478 shares; 2023Q3: 3,468 shares; 2023Q4: 3,641 shares; 2024Q1: 3,641 shares 3,641 $910K 0.04% 0 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 4,668 shares; 2023Q2: 6,138 shares; 2023Q3: 6,049 shares; 2023Q4: 5,552 shares; 2024Q1: 5,978 shares 5,978 $902K 0.04% +426 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 15,318 shares; 2024Q1: 14,706 shares 14,706 $887K 0.04% -612 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 26,917 shares 26,917 $875K 0.04% new 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 18,781 shares; 2023Q2: 20,347 shares; 2023Q3: 22,423 shares; 2023Q4: 14,832 shares; 2024Q1: 14,837 shares 14,837 $870K 0.04% +5 Timeline INVESCO EXCH TRADED FD TR II 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 20,335 shares 20,335 $855K 0.04% new 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 4,297 shares; 2023Q2: 4,297 shares; 2023Q3: 4,574 shares; 2023Q4: 4,574 shares; 2024Q1: 4,574 shares 4,574 $855K 0.04% 0 Timeline BSVO EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 41,236 shares; 2024Q1: 39,577 shares 39,577 $842K 0.04% -1,659 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 11,393 shares; 2023Q2: 11,393 shares; 2023Q3: 10,636 shares; 2023Q4: 10,930 shares; 2024Q1: 10,740 shares 10,740 $797K 0.04% -190 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,282 shares; 2023Q2: 2,309 shares; 2023Q3: 2,301 shares; 2023Q4: 2,301 shares; 2024Q1: 3,166 shares 3,166 $795K 0.04% +865 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 15,312 shares; 2023Q2: 201,997 shares; 2023Q3: 14,499 shares; 2023Q4: 14,499 shares; 2024Q1: 13,725 shares 13,725 $789K 0.04% -774 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 13,860 shares; 2023Q2: 13,154 shares; 2023Q3: 13,837 shares; 2023Q4: 12,764 shares; 2024Q1: 12,764 shares 12,764 $779K 0.03% 0 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 5,037 shares; 2023Q2: 6,594 shares; 2023Q3: 5,508 shares; 2023Q4: 5,528 shares; 2024Q1: 4,929 shares 4,929 $777K 0.03% -599 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,223 shares; 2023Q2: 1,239 shares; 2023Q3: 1,189 shares; 2023Q4: 1,173 shares; 2024Q1: 2,007 shares 2,007 $770K 0.03% +834 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 43,335 shares; 2023Q3: 43,335 shares; 2023Q4: 43,335 shares; 2024Q1: 34,439 shares 34,439 $750K 0.03% -8,896 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 15,393 shares; 2023Q2: 14,894 shares; 2023Q3: 15,075 shares; 2023Q4: 13,426 shares; 2024Q1: 15,553 shares 15,553 $745K 0.03% +2,127 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 7,835 shares; 2023Q2: 8,102 shares; 2023Q3: 7,993 shares; 2023Q4: 8,066 shares; 2024Q1: 7,847 shares 7,847 $740K 0.03% -219 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,157 shares; 2023Q2: 2,241 shares; 2023Q3: 2,194 shares; 2023Q4: 2,136 shares; 2024Q1: 11,955 shares 11,955 $726K 0.03% +9,819 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 925 shares 925 $719K 0.03% new 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 12,411 shares; 2023Q2: 12,749 shares; 2023Q3: 14,048 shares; 2023Q4: 14,119 shares; 2024Q1: 14,397 shares 14,397 $706K 0.03% +278 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 6,839 shares; 2023Q2: 6,857 shares; 2023Q3: 6,887 shares; 2023Q4: 5,416 shares; 2024Q1: 5,488 shares 5,488 $680K 0.03% +72 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 27,342 shares; 2023Q2: 28,055 shares; 2023Q3: 28,764 shares; 2023Q4: 30,188 shares; 2024Q1: 30,463 shares 30,463 $634K 0.03% +275 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 6,710 shares; 2023Q2: 6,553 shares; 2023Q3: 6,553 shares; 2023Q4: 6,746 shares; 2024Q1: 6,920 shares 6,920 $623K 0.03% +174 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 10,186 shares; 2023Q2: 88,600 shares; 2023Q3: 9,976 shares; 2023Q4: 9,977 shares; 2024Q1: 9,960 shares 9,960 $621K 0.03% -17 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 4,118 shares; 2023Q2: 4,180 shares; 2023Q3: 4,105 shares; 2023Q4: 4,232 shares; 2024Q1: 4,606 shares 4,606 $611K 0.03% +374 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 3,255 shares; 2023Q2: 3,207 shares; 2023Q3: 3,207 shares; 2023Q4: 3,307 shares; 2024Q1: 3,311 shares 3,311 $603K 0.03% +4 Timeline LRGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 11,787 shares; 2023Q2: 11,043 shares; 2023Q3: 10,820 shares; 2023Q4: 10,820 shares; 2024Q1: 10,802 shares 10,802 $581K 0.03% -18 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 4,115 shares; 2023Q2: 5,330 shares; 2023Q3: 5,200 shares; 2023Q4: 5,200 shares; 2024Q1: 5,200 shares 5,200 $573K 0.03% 0 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 16,512 shares; 2023Q2: 15,374 shares; 2023Q3: 15,191 shares; 2023Q4: 13,533 shares; 2024Q1: 14,565 shares 14,565 $568K 0.03% +1,032 Timeline EEMS ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 9,678 shares; 2023Q2: 9,677 shares; 2023Q3: 9,620 shares; 2023Q4: 9,620 shares; 2024Q1: 9,620 shares 9,620 $566K 0.03% 0 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 3,152 shares; 2023Q2: 3,108 shares; 2023Q3: 3,067 shares; 2023Q4: 3,065 shares; 2024Q1: 3,065 shares 3,065 $560K 0.02% 0 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 3,737 shares; 2023Q2: 3,347 shares; 2023Q3: 3,220 shares; 2023Q4: 2,702 shares; 2024Q1: 2,669 shares 2,669 $535K 0.02% -33 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,287 shares; 2023Q2: 20,833 shares; 2023Q3: 17,861 shares; 2023Q4: 2,209 shares; 2024Q1: 2,326 shares 2,326 $532K 0.02% +117 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 9,404 shares; 2023Q2: 8,701 shares; 2023Q3: 8,957 shares; 2023Q4: 11,318 shares; 2024Q1: 11,933 shares 11,933 $527K 0.02% +615 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,604 shares; 2023Q2: 1,622 shares; 2023Q3: 1,636 shares; 2023Q4: 2,003 shares; 2024Q1: 2,713 shares 2,713 $524K 0.02% +710 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,657 shares; 2023Q2: 1,645 shares; 2023Q3: 1,597 shares; 2023Q4: 1,597 shares; 2024Q1: 1,773 shares 1,773 $504K 0.02% +176 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,263 shares; 2023Q2: 1,237 shares; 2023Q3: 1,237 shares; 2023Q4: 1,301 shares; 2024Q1: 1,744 shares 1,744 $492K 0.02% +443 Timeline AOM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 12,859 shares; 2023Q2: 12,859 shares; 2023Q3: 12,965 shares; 2023Q4: 11,393 shares; 2024Q1: 11,393 shares 11,393 $487K 0.02% 0 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 233 shares; 2023Q3: 250 shares; 2023Q4: 250 shares; 2024Q1: 348 shares 348 $461K 0.02% +98 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 642 shares; 2023Q2: 633 shares; 2023Q3: 631 shares; 2023Q4: 633 shares; 2024Q1: 754 shares 754 $458K 0.02% +121 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 3,106 shares; 2023Q2: 2,763 shares; 2023Q3: 2,763 shares; 2023Q4: 2,679 shares; 2024Q1: 2,679 shares 2,679 $454K 0.02% 0 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 14,595 shares; 2023Q2: 14,666 shares; 2023Q3: 14,446 shares; 2023Q4: 14,583 shares; 2024Q1: 16,089 shares 16,089 $446K 0.02% +1,506 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,116 shares 1,116 $445K 0.02% new 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 150,480 shares; 2023Q2: 146,916 shares; 2023Q3: 8,573 shares; 2023Q4: 9,240 shares; 2024Q1: 9,715 shares 9,715 $443K 0.02% +475 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 4,287 shares; 2023Q2: 4,600 shares; 2023Q3: 4,453 shares; 2023Q4: 4,338 shares; 2024Q1: 5,384 shares 5,384 $434K 0.02% +1,046 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 7,043 shares 7,043 $433K 0.02% new Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 3,437 shares; 2023Q2: 3,396 shares; 2023Q3: 3,273 shares; 2023Q4: 3,676 shares; 2024Q1: 3,404 shares 3,404 $428K 0.02% -272 Timeline SDG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 5,982 shares; 2023Q2: 4,961 shares; 2023Q3: 4,961 shares; 2023Q4: 5,003 shares; 2024Q1: 5,425 shares 5,425 $427K 0.02% +422 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 4,748 shares; 2023Q3: 4,748 shares; 2023Q4: 4,748 shares; 2024Q1: 4,748 shares 4,748 $427K 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 5,647 shares; 2023Q2: 6,172 shares; 2023Q3: 7,066 shares; 2023Q4: 5,895 shares; 2024Q1: 4,794 shares 4,794 $415K 0.02% -1,101 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 3,613 shares; 2023Q2: 3,626 shares; 2023Q3: 3,749 shares; 2023Q4: 3,753 shares; 2024Q1: 3,746 shares 3,746 $414K 0.02% -7 Timeline XVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 9,524 shares; 2023Q2: 9,524 shares; 2023Q3: 9,524 shares; 2023Q4: 9,524 shares; 2024Q1: 10,194 shares 10,194 $411K 0.02% +670 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,248 shares; 2023Q2: 1,258 shares; 2023Q3: 1,254 shares; 2023Q4: 1,388 shares; 2024Q1: 1,471 shares 1,471 $410K 0.02% +83 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,567 shares; 2023Q2: 3,164 shares; 2023Q3: 4,389 shares; 2023Q4: 4,294 shares; 2024Q1: 3,052 shares 3,052 $373K 0.02% -1,242 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 623 shares; 2023Q2: 642 shares; 2023Q3: 663 shares; 2023Q4: 1,164 shares; 2024Q1: 746 shares 746 $369K 0.02% -418 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,600 shares; 2024Q1: 2,052 shares 2,052 $360K 0.02% +452 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,544 shares; 2023Q2: 1,545 shares; 2023Q3: 1,546 shares; 2023Q4: 1,547 shares; 2024Q1: 1,547 shares 1,547 $359K 0.02% 0 Timeline NYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 26,658 shares; 2023Q2: 24,826 shares; 2023Q3: 24,904 shares; 2023Q4: 6,033 shares; 2024Q1: 6,474 shares 6,474 $348K 0.02% +441 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 4,927 shares; 2023Q2: 4,861 shares; 2023Q3: 4,861 shares; 2023Q4: 3,789 shares; 2024Q1: 3,790 shares 3,790 $339K 0.02% +1 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,300 shares; 2023Q2: 2,295 shares; 2023Q3: 1,695 shares; 2023Q4: 1,695 shares; 2024Q1: 1,760 shares 1,760 $336K 0.01% +65 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,954 shares; 2023Q2: 2,006 shares; 2023Q3: 1,987 shares; 2023Q4: 1,872 shares; 2024Q1: 1,899 shares 1,899 $335K 0.01% +27 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 3,859 shares; 2023Q3: 3,859 shares; 2023Q4: 3,859 shares; 2024Q1: 3,925 shares 3,925 $328K 0.01% +66 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 8,423 shares; 2023Q2: 7,480 shares; 2023Q3: 7,495 shares; 2023Q4: 7,753 shares; 2024Q1: 7,802 shares 7,802 $327K 0.01% +49 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 651 shares; 2023Q2: 651 shares; 2023Q3: 651 shares; 2023Q4: 651 shares; 2024Q1: 576 shares 576 $321K 0.01% -75 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 619 shares 619 $312K 0.01% new 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 4,339 shares; 2023Q2: 4,639 shares; 2023Q3: 4,327 shares; 2023Q4: 4,871 shares; 2024Q1: 4,957 shares 4,957 $306K 0.01% +86 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 3,327 shares; 2023Q3: 3,327 shares; 2023Q4: 3,450 shares; 2024Q1: 3,422 shares 3,422 $302K 0.01% -28 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,566 shares; 2023Q2: 2,434 shares; 2023Q3: 2,489 shares; 2023Q4: 2,559 shares; 2024Q1: 2,476 shares 2,476 $300K 0.01% -83 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,399 shares; 2023Q2: 1,281 shares; 2023Q3: not reported; 2023Q4: 1,287 shares; 2024Q1: 1,390 shares 1,390 $296K 0.01% +103 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,809 shares; 2023Q2: 2,809 shares; 2023Q3: 2,802 shares; 2023Q4: 2,726 shares; 2024Q1: 2,726 shares 2,726 $289K 0.01% 0 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,556 shares; 2023Q2: 1,544 shares; 2023Q3: 1,610 shares; 2023Q4: 1,628 shares; 2024Q1: 1,611 shares 1,611 $289K 0.01% -17 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,334 shares; 2024Q1: 1,383 shares 1,383 $285K 0.01% +49 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,991 shares; 2024Q1: 2,180 shares 2,180 $282K 0.01% +189 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 3,777 shares; 2023Q2: 3,777 shares; 2023Q3: 3,882 shares; 2023Q4: 4,193 shares; 2024Q1: 4,293 shares 4,293 $282K 0.01% +100 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,180 shares; 2023Q2: 1,831 shares; 2023Q3: 1,796 shares; 2023Q4: 1,276 shares; 2024Q1: 1,235 shares 1,235 $281K 0.01% -41 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 150,182 shares; 2023Q2: 142,422 shares; 2023Q3: 7,695 shares; 2023Q4: 7,695 shares; 2024Q1: 7,845 shares 7,845 $281K 0.01% +150 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 809 shares 809 $278K 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 4,095 shares; 2023Q2: 4,112 shares; 2023Q3: 4,131 shares; 2023Q4: 3,999 shares; 2024Q1: 4,189 shares 4,189 $276K 0.01% +190 Timeline SUPER MICRO COMPUTER INC SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 252 shares 252 $255K 0.01% new IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 4,756 shares 4,756 $245K 0.01% new 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 2,636 shares 2,636 $244K 0.01% new Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 3,985 shares; 2023Q2: 3,435 shares; 2023Q3: 3,435 shares; 2023Q4: 3,389 shares; 2024Q1: 3,389 shares 3,389 $243K 0.01% 0 Timeline WTAI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 11,490 shares 11,490 $239K 0.01% new 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,066 shares; 2023Q2: 1,162 shares; 2023Q3: 1,162 shares; 2023Q4: 1,162 shares; 2024Q1: 1,162 shares 1,162 $239K 0.01% 0 Timeline COLB COLUMBIA BKG SYS INC More: the full row for COLUMBIA BKG SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 13,406 shares; 2023Q3: 12,266 shares; 2023Q4: 12,266 shares; 2024Q1: 12,266 shares 12,266 $237K 0.01% 0 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,330 shares; 2023Q2: 1,335 shares; 2023Q3: 752 shares; 2023Q4: not reported; 2024Q1: 801 shares 801 $233K 0.01% new 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,697 shares 1,697 $232K 0.01% new 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 3,927 shares; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 4,610 shares 4,610 $230K 0.01% new Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 2,328 shares 2,328 $228K 0.01% new Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 3,039 shares; 2023Q4: 2,709 shares; 2024Q1: 2,400 shares 2,400 $227K 0.01% -309 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 3,661 shares; 2023Q2: 3,700 shares; 2023Q3: 3,700 shares; 2023Q4: not reported; 2024Q1: 4,123 shares 4,123 $224K 0.01% new 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 76,112 shares; 2023Q2: 72,042 shares; 2023Q3: 7,091 shares; 2023Q4: 5,330 shares; 2024Q1: 5,259 shares 5,259 $221K 0.01% -71 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,246 shares 1,246 $217K 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 11,569 shares; 2023Q2: 11,829 shares; 2023Q3: 11,829 shares; 2023Q4: 12,205 shares; 2024Q1: 12,265 shares 12,265 $216K 0.01% +60 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 740 shares 740 $215K 0.01% new 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 804 shares; 2023Q2: 802 shares; 2023Q3: 767 shares; 2023Q4: 767 shares; 2024Q1: 734 shares 734 $214K 0.01% -33 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 4,628 shares; 2024Q1: 4,910 shares 4,910 $213K 0.01% +282 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,215 shares 1,215 $207K 0.01% new Timeline ICLN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 11,207 shares; 2024Q1: 11,408 shares 11,408 $159K 0.01% +201 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 21,033 shares; 2023Q2: 23,760 shares; 2023Q3: 24,147 shares; 2023Q4: 26,743 shares; 2024Q1: 28,178 shares 28,178 $136K 0.01% +1,435 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 25,044 shares; 2023Q2: 27,364 shares; 2023Q3: 27,196 shares; 2023Q4: not reported; 2024Q1: 27,196 shares 27,196 $108K <0.01% new 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 10,000 shares; 2023Q3: 10,000 shares; 2023Q4: 10,000 shares; 2024Q1: 10,000 shares 10,000 $75.3K <0.01% 0 Timeline ABERDEEN ASIA-PACIFIC INCOM… ABERDEEN ASIA-PACIFIC INCOME F More: the full row for ABERDEEN ASIA-PACIFIC INCOME F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 37,542 shares; 2023Q2: 32,542 shares; 2023Q3: 25,610 shares; 2023Q4: 13,610 shares; 2024Q1: 13,610 shares 13,610 $38.1K <0.01% 0