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; 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; 2024Q2: 3,655,898 shares 3,655,898 $328M 14.34% +87,070 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; 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; 2024Q2: 8,211,229 shares 8,211,229 $263M 11.48% +108,172 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q2: 1,384,843 shares 1,384,843 $236M 10.34% +6,566 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; 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; 2024Q2: 8,386,412 shares 8,386,412 $226M 9.86% +253,225 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 699,984 shares; 2023Q4: 721,337 shares; 2024Q1: 743,821 shares; 2024Q2: 751,929 shares 751,929 $199M 8.69% +8,108 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; 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; 2024Q2: 1,970,038 shares 1,970,038 $124M 5.41% +22,360 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; 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; 2024Q2: 3,017,460 shares 3,017,460 $79.4M 3.47% +84,284 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; 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; 2024Q2: 2,156,854 shares 2,156,854 $69.5M 3.04% -24,577 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; 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; 2024Q2: 911,351 shares 911,351 $47.3M 2.07% +34,595 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 239,183 shares; 2023Q2: 220,756 shares; 2023Q3: 270,684 shares; 2023Q4: 230,287 shares; 2024Q1: 219,021 shares; 2024Q2: 218,559 shares 218,559 $39.9M 1.75% -462 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; 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; 2024Q2: 743,564 shares 743,564 $37.3M 1.63% -2,234 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 549,457 shares; 2023Q2: 590,579 shares; 2023Q3: 624,883 shares; 2023Q4: 657,624 shares; 2024Q1: 735,776 shares; 2024Q2: 759,893 shares 759,893 $37M 1.62% +24,117 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 88,229 shares; 2023Q2: 77,797 shares; 2023Q3: 79,623 shares; 2023Q4: 82,189 shares; 2024Q1: 82,643 shares; 2024Q2: 81,292 shares 81,292 $36.3M 1.59% -1,351 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; 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; 2024Q2: 1,006,579 shares 1,006,579 $35.1M 1.53% -2,654 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 741,397 shares; 2023Q2: 722,345 shares; 2023Q3: 716,028 shares; 2023Q4: 707,241 shares; 2024Q1: 685,841 shares; 2024Q2: 679,518 shares 679,518 $26.7M 1.17% -6,323 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; 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; 2024Q2: 651,487 shares 651,487 $23.4M 1.02% +1,235 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,765,208 shares; 2024Q1: 1,824,016 shares; 2024Q2: 2,001,184 shares 2,001,184 $19.4M 0.85% +177,168 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 46,214 shares; 2023Q2: 56,614 shares; 2023Q3: 272,063 shares; 2023Q4: 282,835 shares; 2024Q1: 289,565 shares; 2024Q2: 299,481 shares 299,481 $18.5M 0.81% +9,916 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 475,563 shares; 2023Q2: 494,532 shares; 2023Q3: 530,990 shares; 2023Q4: 538,857 shares; 2024Q1: 545,296 shares; 2024Q2: 555,689 shares 555,689 $18.3M 0.8% +10,393 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 99,242 shares; 2023Q2: 99,203 shares; 2023Q3: 92,161 shares; 2023Q4: 89,521 shares; 2024Q1: 90,210 shares; 2024Q2: 85,380 shares 85,380 $18M 0.79% -4,830 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 430,360 shares; 2023Q2: 414,216 shares; 2023Q3: 303,472 shares; 2023Q4: 169,181 shares; 2024Q1: 158,574 shares; 2024Q2: 160,340 shares 160,340 $16.8M 0.73% +1,766 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 205,972 shares; 2023Q4: 219,824 shares; 2024Q1: 227,899 shares; 2024Q2: 239,976 shares 239,976 $16.2M 0.71% +12,077 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 584,616 shares; 2023Q2: 575,126 shares; 2023Q3: 567,023 shares; 2023Q4: 572,860 shares; 2024Q1: 564,163 shares; 2024Q2: 548,809 shares 548,809 $13.5M 0.59% -15,354 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 404,137 shares; 2023Q2: 581,318 shares; 2023Q3: 384,873 shares; 2023Q4: 379,756 shares; 2024Q1: 373,206 shares; 2024Q2: 366,748 shares 366,748 $12.8M 0.56% -6,458 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 124,723 shares; 2023Q2: 119,047 shares; 2023Q3: 114,695 shares; 2023Q4: 111,097 shares; 2024Q1: 108,268 shares; 2024Q2: 106,726 shares 106,726 $11M 0.48% -1,542 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 237,470 shares; 2023Q2: 257,230 shares; 2023Q3: 270,743 shares; 2023Q4: 258,098 shares; 2024Q1: 272,195 shares; 2024Q2: 265,480 shares 265,480 $10.9M 0.48% -6,715 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 10,255 shares; 2023Q2: 12,836 shares; 2023Q3: 12,652 shares; 2023Q4: 11,204 shares; 2024Q1: 9,114 shares; 2024Q2: 82,692 shares 82,692 $10.2M 0.45% +73,578 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 18,524 shares; 2023Q2: 16,972 shares; 2023Q3: 18,315 shares; 2023Q4: 16,929 shares; 2024Q1: 16,675 shares; 2024Q2: 18,623 shares 18,623 $10.2M 0.45% +1,948 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 50,051 shares; 2023Q2: 51,763 shares; 2023Q3: 48,612 shares; 2023Q4: 45,515 shares; 2024Q1: 46,571 shares; 2024Q2: 51,004 shares 51,004 $9.86M 0.43% +4,433 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 98,617 shares; 2023Q2: 94,015 shares; 2023Q3: 92,578 shares; 2023Q4: 90,276 shares; 2024Q1: 85,650 shares; 2024Q2: 86,013 shares 86,013 $9.2M 0.4% +363 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 197,913 shares; 2023Q2: 203,215 shares; 2023Q3: 214,391 shares; 2023Q4: 235,286 shares; 2024Q1: 251,764 shares; 2024Q2: 267,111 shares 267,111 $8.94M 0.39% +15,347 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 6,028 shares; 2023Q2: 5,982 shares; 2023Q3: 5,983 shares; 2023Q4: 29,732 shares; 2024Q1: 29,269 shares; 2024Q2: 31,208 shares 31,208 $7.8M 0.34% +1,939 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 84,273 shares; 2023Q2: 46,941 shares; 2023Q3: 41,667 shares; 2023Q4: 113,625 shares; 2024Q1: 113,030 shares; 2024Q2: 110,553 shares 110,553 $7.18M 0.31% -2,477 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 7,806 shares; 2023Q2: 7,821 shares; 2023Q3: 8,067 shares; 2023Q4: 7,868 shares; 2024Q1: 8,097 shares; 2024Q2: 8,342 shares 8,342 $7.09M 0.31% +245 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 184,173 shares; 2023Q2: 183,160 shares; 2023Q3: 119,934 shares; 2023Q4: 119,475 shares; 2024Q1: 110,926 shares; 2024Q2: 110,132 shares 110,132 $6.73M 0.29% -794 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 65,498 shares; 2023Q2: 63,548 shares; 2023Q3: 62,261 shares; 2023Q4: 61,693 shares; 2024Q1: 58,581 shares; 2024Q2: 57,374 shares 57,374 $6.51M 0.28% -1,207 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 134,882 shares; 2024Q1: 132,149 shares; 2024Q2: 129,821 shares 129,821 $6.33M 0.28% -2,328 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 80,385 shares; 2023Q2: 77,827 shares; 2023Q3: 74,111 shares; 2023Q4: 66,962 shares; 2024Q1: 67,345 shares; 2024Q2: 66,608 shares 66,608 $6.28M 0.27% -737 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 98,080 shares; 2023Q2: 95,182 shares; 2023Q3: not reported; 2023Q4: 82,043 shares; 2024Q1: 81,594 shares; 2024Q2: 80,660 shares 80,660 $6.22M 0.27% -934 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 2,328 shares; 2024Q2: 62,906 shares 62,906 $6.11M 0.27% +60,578 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 125,631 shares; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 112,890 shares 112,890 $6.05M 0.26% new Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 55,609 shares 55,609 $5.94M 0.26% new 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 64,826 shares; 2024Q1: 64,392 shares; 2024Q2: 64,950 shares 64,950 $5.92M 0.26% +558 Timeline BAB 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 221,479 shares 221,479 $5.84M 0.26% new 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,862 shares; 2023Q2: 38,992 shares; 2023Q3: 1,862 shares; 2023Q4: 35,801 shares; 2024Q1: 34,911 shares; 2024Q2: 34,220 shares 34,220 $5.78M 0.25% -691 Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 295,730 shares; 2023Q2: 261,832 shares; 2023Q3: 354,307 shares; 2023Q4: 221,706 shares; 2024Q1: 209,259 shares; 2024Q2: 205,377 shares 205,377 $5.64M 0.25% -3,882 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 90,855 shares; 2023Q2: 150,193 shares; 2023Q3: 85,488 shares; 2023Q4: 141,901 shares; 2024Q1: 142,645 shares; 2024Q2: 140,433 shares 140,433 $5.29M 0.23% -2,212 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 6,710 shares; 2023Q2: 10,242 shares; 2023Q3: 9,783 shares; 2023Q4: 43,221 shares; 2024Q1: 42,896 shares; 2024Q2: 44,604 shares 44,604 $5.24M 0.23% +1,708 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 122,097 shares 122,097 $5.07M 0.22% new 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 217,600 shares; 2023Q2: 185,409 shares; 2023Q3: 158,463 shares; 2023Q4: 152,193 shares; 2024Q1: 145,122 shares; 2024Q2: 143,213 shares 143,213 $5.02M 0.22% -1,909 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 62,902 shares; 2024Q1: not reported; 2024Q2: 54,084 shares 54,084 $4.96M 0.22% new Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 115,816 shares; 2023Q2: 107,459 shares; 2023Q3: 103,859 shares; 2023Q4: 91,201 shares; 2024Q1: 90,766 shares; 2024Q2: 89,863 shares 89,863 $4.77M 0.21% -903 Timeline ISCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 61,774 shares; 2023Q2: 97,661 shares; 2023Q3: 98,273 shares; 2023Q4: 82,182 shares; 2024Q1: 82,686 shares; 2024Q2: 79,150 shares 79,150 $4.58M 0.2% -3,536 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 21,654 shares; 2023Q2: 35,023 shares; 2023Q3: 341,779 shares; 2023Q4: 27,162 shares; 2024Q1: 50,314 shares; 2024Q2: 45,232 shares 45,232 $4.56M 0.2% -5,082 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 22,491 shares; 2023Q2: 22,331 shares; 2023Q3: 22,019 shares; 2023Q4: 8,166 shares; 2024Q1: 8,160 shares; 2024Q2: 8,694 shares 8,694 $4.36M 0.19% +534 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 63,882 shares; 2024Q1: 63,012 shares; 2024Q2: 62,063 shares 62,063 $4.25M 0.19% -949 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 78,073 shares; 2023Q2: 71,164 shares; 2023Q3: 71,029 shares; 2023Q4: 70,726 shares; 2024Q1: 70,569 shares; 2024Q2: 68,353 shares 68,353 $4.21M 0.18% -2,216 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 5,867 shares; 2023Q3: 6,556 shares; 2023Q4: 100,704 shares; 2024Q1: 99,120 shares; 2024Q2: 101,357 shares 101,357 $4.11M 0.18% +2,237 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 155,173 shares; 2023Q2: 146,709 shares; 2023Q3: not reported; 2023Q4: 127,940 shares; 2024Q1: 126,163 shares; 2024Q2: 124,309 shares 124,309 $4.02M 0.18% -1,854 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 65,194 shares; 2023Q2: 62,224 shares; 2023Q3: 62,224 shares; 2023Q4: 60,262 shares; 2024Q1: 61,463 shares; 2024Q2: 60,614 shares 60,614 $3.9M 0.17% -849 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 55,801 shares; 2023Q2: 62,344 shares; 2023Q3: 60,531 shares; 2023Q4: 71,707 shares; 2024Q1: 71,721 shares; 2024Q2: 68,914 shares 68,914 $3.83M 0.17% -2,807 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 17,222 shares; 2023Q2: 17,849 shares; 2023Q3: 17,808 shares; 2023Q4: 12,397 shares; 2024Q1: 11,748 shares; 2024Q2: 12,093 shares 12,093 $3.24M 0.14% +345 Timeline REET ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 33,609 shares; 2023Q2: 53,081 shares; 2023Q3: 30,023 shares; 2023Q4: 114,601 shares; 2024Q1: 114,601 shares; 2024Q2: 135,348 shares 135,348 $3.15M 0.14% +20,747 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 5,931 shares; 2023Q2: 16,040 shares; 2023Q3: 16,097 shares; 2023Q4: 14,931 shares; 2024Q1: 12,802 shares; 2024Q2: 15,524 shares 15,524 $2.85M 0.12% +2,722 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 3,510 shares; 2023Q2: 4,287 shares; 2023Q3: 3,490 shares; 2023Q4: 3,493 shares; 2024Q1: 4,437 shares; 2024Q2: 5,212 shares 5,212 $2.84M 0.12% +775 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 15,649 shares; 2023Q2: 15,395 shares; 2023Q3: 15,375 shares; 2023Q4: 14,457 shares; 2024Q1: 14,348 shares; 2024Q2: 13,567 shares 13,567 $2.75M 0.12% -781 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 4,744 shares; 2023Q2: 8,185 shares; 2023Q3: 8,051 shares; 2023Q4: 7,855 shares; 2024Q1: 7,353 shares; 2024Q2: 7,441 shares 7,441 $2.71M 0.12% +88 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 12,351 shares; 2023Q2: 12,201 shares; 2023Q3: 11,703 shares; 2023Q4: 11,319 shares; 2024Q1: 12,621 shares; 2024Q2: 13,349 shares 13,349 $2.64M 0.12% +728 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 85,627 shares; 2023Q2: 88,537 shares; 2023Q3: 89,549 shares; 2023Q4: 94,483 shares; 2024Q1: 96,924 shares; 2024Q2: 97,814 shares 97,814 $2.49M 0.11% +890 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 4,661 shares; 2024Q1: 5,021 shares; 2024Q2: 5,044 shares 5,044 $2.42M 0.11% +23 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 38,888 shares; 2023Q2: 37,988 shares; 2023Q3: 40,449 shares; 2023Q4: 42,528 shares; 2024Q1: 40,916 shares; 2024Q2: 40,666 shares 40,666 $2.4M 0.11% -250 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 97,887 shares; 2024Q1: 94,994 shares; 2024Q2: 93,230 shares 93,230 $2.14M 0.09% -1,764 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 168,675 shares; 2023Q2: 165,655 shares; 2023Q3: 74,544 shares; 2023Q4: 62,260 shares; 2024Q1: 61,484 shares; 2024Q2: 60,515 shares 60,515 $2.12M 0.09% -969 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 35,744 shares; 2024Q1: 35,323 shares; 2024Q2: 35,292 shares 35,292 $2.04M 0.09% -31 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 74,249 shares; 2024Q1: 74,004 shares; 2024Q2: 73,008 shares 73,008 $1.95M 0.09% -996 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 27,899 shares; 2023Q2: 29,390 shares; 2023Q3: 29,002 shares; 2023Q4: 27,061 shares; 2024Q1: 24,561 shares; 2024Q2: 24,431 shares 24,431 $1.81M 0.08% -130 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 12,855 shares; 2023Q2: 21,242 shares; 2023Q3: 13,842 shares; 2023Q4: 14,956 shares; 2024Q1: 16,931 shares; 2024Q2: 28,411 shares 28,411 $1.65M 0.07% +11,480 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 36,365 shares; 2023Q2: 51,217 shares; 2023Q3: 39,642 shares; 2023Q4: 33,263 shares; 2024Q1: 31,939 shares; 2024Q2: 34,678 shares 34,678 $1.52M 0.07% +2,739 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 9,837 shares; 2023Q2: 31,259 shares; 2023Q3: 10,326 shares; 2023Q4: 7,467 shares; 2024Q1: 8,254 shares; 2024Q2: 9,355 shares 9,355 $1.51M 0.07% +1,101 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,148 shares; 2023Q2: 1,989 shares; 2023Q3: 2,499 shares; 2023Q4: 3,384 shares; 2024Q1: 2,592 shares; 2024Q2: 2,844 shares 2,844 $1.43M 0.06% +252 Timeline XJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 43,223 shares; 2023Q2: 22,026 shares; 2023Q3: 23,823 shares; 2023Q4: 40,618 shares; 2024Q1: 37,237 shares; 2024Q2: 36,516 shares 36,516 $1.38M 0.06% -721 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 23,608 shares; 2023Q2: 23,635 shares; 2023Q3: 22,969 shares; 2023Q4: 20,558 shares; 2024Q1: 22,061 shares; 2024Q2: 22,061 shares 22,061 $1.37M 0.06% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 27,013 shares; 2023Q2: 26,226 shares; 2023Q3: 26,226 shares; 2023Q4: 26,195 shares; 2024Q1: 24,734 shares; 2024Q2: 23,135 shares 23,135 $1.36M 0.06% -1,599 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 9,248 shares; 2023Q2: 11,053 shares; 2023Q3: 12,891 shares; 2023Q4: 13,272 shares; 2024Q1: 14,982 shares; 2024Q2: 17,212 shares 17,212 $1.32M 0.06% +2,230 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 4,668 shares; 2023Q2: 6,138 shares; 2023Q3: 6,049 shares; 2023Q4: 5,552 shares; 2024Q1: 5,978 shares; 2024Q2: 7,055 shares 7,055 $1.29M 0.06% +1,077 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2 shares 2 $1.22M 0.05% new 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 6,807 shares; 2023Q2: 6,557 shares; 2023Q3: 6,768 shares; 2023Q4: 6,740 shares; 2024Q1: 7,373 shares; 2024Q2: 7,304 shares 7,304 $1.2M 0.05% -69 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 11,615 shares; 2023Q2: 14,657 shares; 2023Q3: 18,794 shares; 2023Q4: 93,862 shares; 2024Q1: 93,195 shares; 2024Q2: 15,752 shares 15,752 $1.18M 0.05% -77,443 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 5,931 shares; 2023Q2: 5,921 shares; 2023Q3: 5,906 shares; 2023Q4: 5,674 shares; 2024Q1: 17,734 shares; 2024Q2: 17,382 shares 17,382 $1.18M 0.05% -352 Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 20,107 shares; 2023Q2: 20,107 shares; 2023Q3: 20,107 shares; 2023Q4: 21,801 shares; 2024Q1: 21,801 shares; 2024Q2: 20,208 shares 20,208 $1.15M 0.05% -1,593 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 159,786 shares; 2023Q2: 161,640 shares; 2023Q3: 23,419 shares; 2023Q4: 23,323 shares; 2024Q1: 23,348 shares; 2024Q2: 23,111 shares 23,111 $1.14M 0.05% -237 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 13,555 shares; 2023Q2: 14,498 shares; 2023Q3: 10,180 shares; 2023Q4: 10,517 shares; 2024Q1: 10,060 shares; 2024Q2: 9,792 shares 9,792 $1.13M 0.05% -268 Timeline BANR BANNER CORP More: the full row for BANNER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 30,418 shares; 2023Q2: 28,213 shares; 2023Q3: 28,213 shares; 2023Q4: 42,279 shares; 2024Q1: 22,388 shares; 2024Q2: 22,078 shares 22,078 $1.1M 0.05% -310 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 17,448 shares; 2023Q2: 16,946 shares; 2023Q3: 16,938 shares; 2023Q4: 13,804 shares; 2024Q1: 14,221 shares; 2024Q2: 13,994 shares 13,994 $1.09M 0.05% -227 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,111 shares; 2023Q2: 1,111 shares; 2023Q3: 1,116 shares; 2023Q4: 1,116 shares; 2024Q1: 1,123 shares; 2024Q2: 1,123 shares 1,123 $1.01M 0.04% 0 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 12,863 shares; 2023Q2: 9,693 shares; 2023Q3: 9,693 shares; 2023Q4: 9,287 shares; 2024Q1: 8,754 shares; 2024Q2: 8,391 shares 8,391 $997K 0.04% -363 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 15,393 shares; 2023Q2: 14,894 shares; 2023Q3: 15,075 shares; 2023Q4: 13,426 shares; 2024Q1: 15,553 shares; 2024Q2: 19,733 shares 19,733 $958K 0.04% +4,180 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 3,459 shares; 2023Q2: 3,478 shares; 2023Q3: 3,468 shares; 2023Q4: 3,641 shares; 2024Q1: 3,641 shares; 2024Q2: 3,670 shares 3,670 $918K 0.04% +29 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 6,713 shares; 2023Q2: 6,756 shares; 2023Q3: 5,873 shares; 2023Q4: 6,294 shares; 2024Q1: 6,175 shares; 2024Q2: 6,217 shares 6,217 $909K 0.04% +42 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 4,297 shares; 2023Q2: 4,297 shares; 2023Q3: 4,574 shares; 2023Q4: 4,574 shares; 2024Q1: 4,574 shares; 2024Q2: 4,574 shares 4,574 $902K 0.04% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 18,781 shares; 2023Q2: 20,347 shares; 2023Q3: 22,423 shares; 2023Q4: 14,832 shares; 2024Q1: 14,837 shares; 2024Q2: 14,986 shares 14,986 $879K 0.04% +149 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 23,416 shares; 2024Q1: 22,381 shares; 2024Q2: 21,952 shares 21,952 $871K 0.04% -429 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 26,917 shares; 2024Q2: 26,381 shares 26,381 $871K 0.04% -536 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 15,318 shares; 2024Q1: 14,706 shares; 2024Q2: 14,417 shares 14,417 $866K 0.04% -289 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 925 shares; 2024Q2: 950 shares 950 $860K 0.04% +25 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 21,105 shares; 2023Q4: 20,675 shares; 2024Q1: 19,808 shares; 2024Q2: 19,470 shares 19,470 $856K 0.04% -338 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 13,860 shares; 2023Q2: 13,154 shares; 2023Q3: 13,837 shares; 2023Q4: 12,764 shares; 2024Q1: 12,764 shares; 2024Q2: 13,296 shares 13,296 $836K 0.04% +532 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 20,335 shares; 2024Q2: 19,931 shares 19,931 $823K 0.04% -404 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 15,694 shares; 2023Q2: 76,981 shares; 2023Q3: 16,871 shares; 2023Q4: 15,686 shares; 2024Q1: 16,895 shares; 2024Q2: 15,394 shares 15,394 $807K 0.04% -1,501 Timeline FEZ 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 24,237 shares; 2023Q2: 22,855 shares; 2023Q3: 21,866 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 15,715 shares 15,715 $786K 0.03% 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 150,480 shares; 2023Q2: 146,916 shares; 2023Q3: 8,573 shares; 2023Q4: 9,240 shares; 2024Q1: 9,715 shares; 2024Q2: 17,053 shares 17,053 $774K 0.03% +7,338 Timeline EYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 22,150 shares 22,150 $762K 0.03% new 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,282 shares; 2023Q2: 2,309 shares; 2023Q3: 2,301 shares; 2023Q4: 2,301 shares; 2024Q1: 3,166 shares; 2024Q2: 3,166 shares 3,166 $760K 0.03% 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,157 shares; 2023Q2: 2,241 shares; 2023Q3: 2,194 shares; 2023Q4: 2,136 shares; 2024Q1: 11,955 shares; 2024Q2: 12,837 shares 12,837 $751K 0.03% +882 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 43,335 shares; 2023Q3: 43,335 shares; 2023Q4: 43,335 shares; 2024Q1: 34,439 shares; 2024Q2: 34,439 shares 34,439 $740K 0.03% 0 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 11,393 shares; 2023Q2: 11,393 shares; 2023Q3: 10,636 shares; 2023Q4: 10,930 shares; 2024Q1: 10,740 shares; 2024Q2: 10,187 shares 10,187 $740K 0.03% -553 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 5,037 shares; 2023Q2: 6,594 shares; 2023Q3: 5,508 shares; 2023Q4: 5,528 shares; 2024Q1: 4,929 shares; 2024Q2: 4,652 shares 4,652 $728K 0.03% -277 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,223 shares; 2023Q2: 1,239 shares; 2023Q3: 1,189 shares; 2023Q4: 1,173 shares; 2024Q1: 2,007 shares; 2024Q2: 2,084 shares 2,084 $718K 0.03% +77 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 233 shares; 2023Q3: 250 shares; 2023Q4: 250 shares; 2024Q1: 348 shares; 2024Q2: 442 shares 442 $710K 0.03% +94 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 16,512 shares; 2023Q2: 15,374 shares; 2023Q3: 15,191 shares; 2023Q4: 13,533 shares; 2024Q1: 14,565 shares; 2024Q2: 18,289 shares 18,289 $709K 0.03% +3,724 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 12,411 shares; 2023Q2: 12,749 shares; 2023Q3: 14,048 shares; 2023Q4: 14,119 shares; 2024Q1: 14,397 shares; 2024Q2: 13,320 shares 13,320 $689K 0.03% -1,077 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 15,312 shares; 2023Q2: 201,997 shares; 2023Q3: 14,499 shares; 2023Q4: 14,499 shares; 2024Q1: 13,725 shares; 2024Q2: 11,949 shares 11,949 $684K 0.03% -1,776 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 6,710 shares; 2023Q2: 6,553 shares; 2023Q3: 6,553 shares; 2023Q4: 6,746 shares; 2024Q1: 6,920 shares; 2024Q2: 6,904 shares 6,904 $670K 0.03% -16 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 10,186 shares; 2023Q2: 88,600 shares; 2023Q3: 9,976 shares; 2023Q4: 9,977 shares; 2024Q1: 9,960 shares; 2024Q2: 10,988 shares 10,988 $660K 0.03% +1,028 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 27,342 shares; 2023Q2: 28,055 shares; 2023Q3: 28,764 shares; 2023Q4: 30,188 shares; 2024Q1: 30,463 shares; 2024Q2: 31,607 shares 31,607 $659K 0.03% +1,144 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,604 shares; 2023Q2: 1,622 shares; 2023Q3: 1,636 shares; 2023Q4: 2,003 shares; 2024Q1: 2,713 shares; 2024Q2: 3,445 shares 3,445 $627K 0.03% +732 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 7,835 shares; 2023Q2: 8,102 shares; 2023Q3: 7,993 shares; 2023Q4: 8,066 shares; 2024Q1: 7,847 shares; 2024Q2: 7,948 shares 7,948 $602K 0.03% +101 Timeline LRGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 11,787 shares; 2023Q2: 11,043 shares; 2023Q3: 10,820 shares; 2023Q4: 10,820 shares; 2024Q1: 10,802 shares; 2024Q2: 10,740 shares 10,740 $598K 0.03% -62 Timeline EEMS ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 9,678 shares; 2023Q2: 9,677 shares; 2023Q3: 9,620 shares; 2023Q4: 9,620 shares; 2024Q1: 9,620 shares; 2024Q2: 9,620 shares 9,620 $588K 0.03% 0 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,657 shares; 2023Q2: 1,645 shares; 2023Q3: 1,597 shares; 2023Q4: 1,597 shares; 2024Q1: 1,773 shares; 2024Q2: 1,873 shares 1,873 $585K 0.03% +100 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 4,118 shares; 2023Q2: 4,180 shares; 2023Q3: 4,105 shares; 2023Q4: 4,232 shares; 2024Q1: 4,606 shares; 2024Q2: 4,683 shares 4,683 $583K 0.03% +77 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 6,839 shares; 2023Q2: 6,857 shares; 2023Q3: 6,887 shares; 2023Q4: 5,416 shares; 2024Q1: 5,488 shares; 2024Q2: 5,517 shares 5,517 $568K 0.02% +29 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 3,255 shares; 2023Q2: 3,207 shares; 2023Q3: 3,207 shares; 2023Q4: 3,307 shares; 2024Q1: 3,311 shares; 2024Q2: 3,287 shares 3,287 $564K 0.02% -24 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 3,152 shares; 2023Q2: 3,108 shares; 2023Q3: 3,067 shares; 2023Q4: 3,065 shares; 2024Q1: 3,065 shares; 2024Q2: 3,065 shares 3,065 $562K 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 3,737 shares; 2023Q2: 3,347 shares; 2023Q3: 3,220 shares; 2023Q4: 2,702 shares; 2024Q1: 2,669 shares; 2024Q2: 2,683 shares 2,683 $543K 0.02% +14 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 4,115 shares; 2023Q2: 5,330 shares; 2023Q3: 5,200 shares; 2023Q4: 5,200 shares; 2024Q1: 5,200 shares; 2024Q2: 4,944 shares 4,944 $537K 0.02% -256 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 5,647 shares; 2023Q2: 6,172 shares; 2023Q3: 7,066 shares; 2023Q4: 5,895 shares; 2024Q1: 4,794 shares; 2024Q2: 6,105 shares 6,105 $517K 0.02% +1,311 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 642 shares; 2023Q2: 633 shares; 2023Q3: 631 shares; 2023Q4: 633 shares; 2024Q1: 754 shares; 2024Q2: 734 shares 734 $495K 0.02% -20 Timeline AOM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 12,859 shares; 2023Q2: 12,859 shares; 2023Q3: 12,965 shares; 2023Q4: 11,393 shares; 2024Q1: 11,393 shares; 2024Q2: 11,164 shares 11,164 $480K 0.02% -229 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,287 shares; 2023Q2: 20,833 shares; 2023Q3: 17,861 shares; 2023Q4: 2,209 shares; 2024Q1: 2,326 shares; 2024Q2: 2,195 shares 2,195 $480K 0.02% -131 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 3,437 shares; 2023Q2: 3,396 shares; 2023Q3: 3,273 shares; 2023Q4: 3,676 shares; 2024Q1: 3,404 shares; 2024Q2: 3,254 shares 3,254 $460K 0.02% -150 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 7,043 shares; 2024Q2: 7,043 shares 7,043 $451K 0.02% 0 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,263 shares; 2023Q2: 1,237 shares; 2023Q3: 1,237 shares; 2023Q4: 1,301 shares; 2024Q1: 1,744 shares; 2024Q2: 1,750 shares 1,750 $446K 0.02% +6 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 14,595 shares; 2023Q2: 14,666 shares; 2023Q3: 14,446 shares; 2023Q4: 14,583 shares; 2024Q1: 16,089 shares; 2024Q2: 15,856 shares 15,856 $444K 0.02% -233 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 3,106 shares; 2023Q2: 2,763 shares; 2023Q3: 2,763 shares; 2023Q4: 2,679 shares; 2024Q1: 2,679 shares; 2024Q2: 2,679 shares 2,679 $440K 0.02% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,116 shares; 2024Q2: 988 shares 988 $439K 0.02% -128 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 3,613 shares; 2023Q2: 3,626 shares; 2023Q3: 3,749 shares; 2023Q4: 3,753 shares; 2024Q1: 3,746 shares; 2024Q2: 3,812 shares 3,812 $429K 0.02% +66 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 4,287 shares; 2023Q2: 4,600 shares; 2023Q3: 4,453 shares; 2023Q4: 4,338 shares; 2024Q1: 5,384 shares; 2024Q2: 5,396 shares 5,396 $424K 0.02% +12 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 4,748 shares; 2023Q3: 4,748 shares; 2023Q4: 4,748 shares; 2024Q1: 4,748 shares; 2024Q2: 4,748 shares 4,748 $411K 0.02% 0 Timeline SDG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 5,982 shares; 2023Q2: 4,961 shares; 2023Q3: 4,961 shares; 2023Q4: 5,003 shares; 2024Q1: 5,425 shares; 2024Q2: 5,390 shares 5,390 $405K 0.02% -35 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,248 shares; 2023Q2: 1,258 shares; 2023Q3: 1,254 shares; 2023Q4: 1,388 shares; 2024Q1: 1,471 shares; 2024Q2: 1,524 shares 1,524 $400K 0.02% +53 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,544 shares; 2023Q2: 1,545 shares; 2023Q3: 1,546 shares; 2023Q4: 1,547 shares; 2024Q1: 1,547 shares; 2024Q2: 1,547 shares 1,547 $383K 0.02% 0 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,636 shares; 2023Q2: 2,955 shares; 2023Q3: 3,010 shares; 2023Q4: 52,683 shares; 2024Q1: 51,999 shares; 2024Q2: 3,582 shares 3,582 $382K 0.02% -48,417 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 809 shares; 2024Q2: 1,011 shares 1,011 $379K 0.02% +202 Timeline XVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 9,524 shares; 2023Q2: 9,524 shares; 2023Q3: 9,524 shares; 2023Q4: 9,524 shares; 2024Q1: 10,194 shares; 2024Q2: 8,991 shares 8,991 $378K 0.02% -1,203 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,556 shares; 2023Q2: 1,544 shares; 2023Q3: 1,610 shares; 2023Q4: 1,628 shares; 2024Q1: 1,611 shares; 2024Q2: 2,134 shares 2,134 $372K 0.02% +523 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 9,404 shares; 2023Q2: 8,701 shares; 2023Q3: 8,957 shares; 2023Q4: 11,318 shares; 2024Q1: 11,933 shares; 2024Q2: 11,780 shares 11,780 $365K 0.02% -153 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 623 shares; 2023Q2: 642 shares; 2023Q3: 663 shares; 2023Q4: 1,164 shares; 2024Q1: 746 shares; 2024Q2: 705 shares 705 $359K 0.02% -41 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,600 shares; 2024Q1: 2,052 shares; 2024Q2: 2,253 shares 2,253 $358K 0.02% +201 Timeline NYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 26,658 shares; 2023Q2: 24,826 shares; 2023Q3: 24,904 shares; 2023Q4: 6,033 shares; 2024Q1: 6,474 shares; 2024Q2: 6,552 shares 6,552 $350K 0.02% +78 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,300 shares; 2023Q2: 2,295 shares; 2023Q3: 1,695 shares; 2023Q4: 1,695 shares; 2024Q1: 1,760 shares; 2024Q2: 1,991 shares 1,991 $344K 0.02% +231 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,334 shares; 2024Q1: 1,383 shares; 2024Q2: 1,438 shares 1,438 $339K 0.01% +55 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,991 shares; 2024Q1: 2,180 shares; 2024Q2: 2,325 shares 2,325 $332K 0.01% +145 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 3,859 shares; 2023Q3: 3,859 shares; 2023Q4: 3,859 shares; 2024Q1: 3,925 shares; 2024Q2: 3,925 shares 3,925 $330K 0.01% 0 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,954 shares; 2023Q2: 2,006 shares; 2023Q3: 1,987 shares; 2023Q4: 1,872 shares; 2024Q1: 1,899 shares; 2024Q2: 1,965 shares 1,965 $324K 0.01% +66 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 4,339 shares; 2023Q2: 4,639 shares; 2023Q3: 4,327 shares; 2023Q4: 4,871 shares; 2024Q1: 4,957 shares; 2024Q2: 5,016 shares 5,016 $320K 0.01% +59 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 8,423 shares; 2023Q2: 7,480 shares; 2023Q3: 7,495 shares; 2023Q4: 7,753 shares; 2024Q1: 7,802 shares; 2024Q2: 7,691 shares 7,691 $317K 0.01% -111 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,567 shares; 2023Q2: 3,164 shares; 2023Q3: 4,389 shares; 2023Q4: 4,294 shares; 2024Q1: 3,052 shares; 2024Q2: 3,181 shares 3,181 $316K 0.01% +129 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 651 shares; 2023Q2: 651 shares; 2023Q3: 651 shares; 2023Q4: 651 shares; 2024Q1: 576 shares; 2024Q2: 576 shares 576 $310K 0.01% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 4,927 shares; 2023Q2: 4,861 shares; 2023Q3: 4,861 shares; 2023Q4: 3,789 shares; 2024Q1: 3,790 shares; 2024Q2: 3,432 shares 3,432 $310K 0.01% -358 Timeline WTAI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 11,490 shares; 2024Q2: 14,619 shares 14,619 $305K 0.01% +3,129 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 4,756 shares; 2024Q2: 5,671 shares 5,671 $304K 0.01% +915 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 619 shares; 2024Q2: 543 shares 543 $302K 0.01% -76 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,399 shares; 2023Q2: 1,281 shares; 2023Q3: not reported; 2023Q4: 1,287 shares; 2024Q1: 1,390 shares; 2024Q2: 1,404 shares 1,404 $299K 0.01% +14 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,566 shares; 2023Q2: 2,434 shares; 2023Q3: 2,489 shares; 2023Q4: 2,559 shares; 2024Q1: 2,476 shares; 2024Q2: 2,476 shares 2,476 $294K 0.01% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 3,777 shares; 2023Q2: 3,777 shares; 2023Q3: 3,882 shares; 2023Q4: 4,193 shares; 2024Q1: 4,293 shares; 2024Q2: 4,293 shares 4,293 $293K 0.01% 0 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,809 shares; 2023Q2: 2,809 shares; 2023Q3: 2,802 shares; 2023Q4: 2,726 shares; 2024Q1: 2,726 shares; 2024Q2: 2,732 shares 2,732 $279K 0.01% +6 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,180 shares; 2023Q2: 1,831 shares; 2023Q3: 1,796 shares; 2023Q4: 1,276 shares; 2024Q1: 1,235 shares; 2024Q2: 1,192 shares 1,192 $276K 0.01% -43 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,697 shares; 2024Q2: 1,571 shares 1,571 $274K 0.01% -126 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 150,182 shares; 2023Q2: 142,422 shares; 2023Q3: 7,695 shares; 2023Q4: 7,695 shares; 2024Q1: 7,845 shares; 2024Q2: 7,695 shares 7,695 $274K 0.01% -150 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 4,095 shares; 2023Q2: 4,112 shares; 2023Q3: 4,131 shares; 2023Q4: 3,999 shares; 2024Q1: 4,189 shares; 2024Q2: 4,205 shares 4,205 $273K 0.01% +16 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 3,327 shares; 2023Q3: 3,327 shares; 2023Q4: 3,450 shares; 2024Q1: 3,422 shares; 2024Q2: 3,422 shares 3,422 $270K 0.01% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 2,636 shares; 2024Q2: 2,636 shares 2,636 $266K 0.01% 0 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 69,712 shares; 2023Q2: 4,196,261 shares; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 6,754 shares 6,754 $264K 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 3,985 shares; 2023Q2: 3,435 shares; 2023Q3: 3,435 shares; 2023Q4: 3,389 shares; 2024Q1: 3,389 shares; 2024Q2: 3,389 shares 3,389 $263K 0.01% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,066 shares; 2023Q2: 1,162 shares; 2023Q3: 1,162 shares; 2023Q4: 1,162 shares; 2024Q1: 1,162 shares; 2024Q2: 1,162 shares 1,162 $248K 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 13,406 shares; 2023Q3: 12,266 shares; 2023Q4: 12,266 shares; 2024Q1: 12,266 shares; 2024Q2: 12,266 shares 12,266 $244K 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,246 shares; 2024Q2: 1,240 shares 1,240 $241K 0.01% -6 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 11,569 shares; 2023Q2: 11,829 shares; 2023Q3: 11,829 shares; 2023Q4: 12,205 shares; 2024Q1: 12,265 shares; 2024Q2: 11,866 shares 11,866 $227K 0.01% -399 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 76,112 shares; 2023Q2: 72,042 shares; 2023Q3: 7,091 shares; 2023Q4: 5,330 shares; 2024Q1: 5,259 shares; 2024Q2: 5,081 shares 5,081 $223K 0.01% -178 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 477 shares 477 $223K 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 557 shares 557 $215K 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 644 shares 644 $215K 0.01% new Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 740 shares; 2024Q2: 740 shares 740 $213K 0.01% 0 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,522 shares 1,522 $212K 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 804 shares; 2023Q2: 802 shares; 2023Q3: 767 shares; 2023Q4: 767 shares; 2024Q1: 734 shares; 2024Q2: 769 shares 769 $212K 0.01% +35 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 884,017 shares; 2023Q2: 397,443 shares; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 3,601 shares 3,601 $209K 0.01% new 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 252 shares; 2024Q2: 253 shares 253 $207K 0.01% +1 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,906 shares 2,906 $206K 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 11,207 shares; 2024Q1: 11,408 shares; 2024Q2: 11,425 shares 11,425 $152K 0.01% +17 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 21,033 shares; 2023Q2: 23,760 shares; 2023Q3: 24,147 shares; 2023Q4: 26,743 shares; 2024Q1: 28,178 shares; 2024Q2: 28,447 shares 28,447 $132K 0.01% +269 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 25,044 shares; 2023Q2: 27,364 shares; 2023Q3: 27,196 shares; 2023Q4: not reported; 2024Q1: 27,196 shares; 2024Q2: 27,196 shares 27,196 $115K 0.01% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 10,000 shares; 2023Q3: 10,000 shares; 2023Q4: 10,000 shares; 2024Q1: 10,000 shares; 2024Q2: 10,000 shares 10,000 $63.9K <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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 24,776 shares; 2023Q2: 20,752 shares; 2023Q3: 18,465 shares; 2023Q4: 10,075 shares; 2024Q1: not reported; 2024Q2: 10,075 shares 10,075 $48.3K <0.01% new 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 11,800 shares; 2023Q2: 11,800 shares; 2023Q3: 11,800 shares; 2023Q4: 11,800 shares; 2024Q1: not reported; 2024Q2: 11,800 shares 11,800 $32.2K <0.01% new 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 37,542 shares; 2023Q2: 32,542 shares; 2023Q3: 25,610 shares; 2023Q4: 13,610 shares; 2024Q1: 13,610 shares; 2024Q2: 11,115 shares 11,115 $29.8K <0.01% -2,495