VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 137,040 shares; 2023Q3: 143,803 shares; 2023Q4: 146,781 shares; 2024Q1: 155,863 shares; 2024Q2: 162,208 shares; 2024Q3: 173,695 shares; 2024Q4: 180,981 shares; 2025Q1: 192,454 shares 192,454 $52.9M 15.58% +11,473 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; 2023Q2: 410,308 shares; 2023Q3: 451,318 shares; 2023Q4: 471,378 shares; 2024Q1: 511,532 shares; 2024Q2: 540,595 shares; 2024Q3: 641,300 shares; 2024Q4: 716,209 shares; 2025Q1: 759,112 shares 759,112 $38.6M 11.37% +42,903 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; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 42 shares 42 $33.5M 9.88% new Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 45,955 shares; 2023Q3: 45,928 shares; 2023Q4: 46,981 shares; 2024Q1: 45,309 shares; 2024Q2: 45,573 shares; 2024Q3: 45,550 shares; 2024Q4: 37,261 shares; 2025Q1: 37,157 shares 37,157 $19.8M 5.83% -104 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 76,609 shares; 2023Q3: 75,537 shares; 2023Q4: 78,346 shares; 2024Q1: 78,356 shares; 2024Q2: 78,069 shares; 2024Q3: 77,684 shares; 2024Q4: 78,478 shares; 2025Q1: 78,143 shares 78,143 $17.4M 5.11% -335 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 40,891 shares; 2023Q3: 42,327 shares; 2023Q4: 40,784 shares; 2024Q1: 44,153 shares; 2024Q2: 45,801 shares; 2024Q3: 62,850 shares; 2024Q4: 66,594 shares; 2025Q1: 69,560 shares 69,560 $15.4M 4.54% +2,966 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 118,407 shares; 2023Q3: 118,983 shares; 2023Q4: 119,621 shares; 2024Q1: 120,026 shares; 2024Q2: 120,520 shares; 2024Q3: 124,782 shares; 2024Q4: 126,874 shares; 2025Q1: 134,676 shares 134,676 $10.8M 3.17% +7,802 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 122,928 shares; 2023Q3: 123,150 shares; 2023Q4: 117,228 shares; 2024Q1: 116,871 shares; 2024Q2: 118,086 shares; 2024Q3: 116,930 shares; 2024Q4: 117,261 shares; 2025Q1: 115,777 shares 115,777 $9.46M 2.79% -1,484 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 169,146 shares; 2023Q3: 171,362 shares; 2023Q4: 153,645 shares; 2024Q1: 155,116 shares; 2024Q2: 155,880 shares; 2024Q3: 151,681 shares; 2024Q4: 144,363 shares; 2025Q1: 147,778 shares 147,778 $9.13M 2.69% +3,415 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 132,551 shares; 2023Q3: 134,559 shares; 2023Q4: 136,616 shares; 2024Q1: 135,234 shares; 2024Q2: 136,138 shares; 2024Q3: 144,156 shares; 2024Q4: 144,268 shares; 2025Q1: 147,127 shares 147,127 $8.92M 2.63% +2,859 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 10,223 shares; 2023Q3: 10,050 shares; 2023Q4: 11,750 shares; 2024Q1: 12,494 shares; 2024Q2: 12,729 shares; 2024Q3: 13,840 shares; 2024Q4: 14,633 shares; 2025Q1: 15,025 shares 15,025 $7.05M 2.08% +392 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 107,821 shares; 2024Q2: 116,658 shares; 2024Q3: 116,364 shares; 2024Q4: 122,206 shares; 2025Q1: 124,363 shares 124,363 $6.85M 2.02% +2,157 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 15,703 shares; 2023Q3: 14,210 shares; 2023Q4: 13,776 shares; 2024Q1: 13,569 shares; 2024Q2: 13,316 shares; 2024Q3: 13,234 shares; 2024Q4: 12,480 shares; 2025Q1: 12,036 shares 12,036 $6.19M 1.82% -444 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 13,180 shares; 2023Q3: 13,230 shares; 2023Q4: 13,174 shares; 2024Q1: 13,310 shares; 2024Q2: 14,039 shares; 2024Q3: 14,044 shares; 2024Q4: 14,745 shares; 2025Q1: 14,847 shares 14,847 $5.57M 1.64% +102 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 74,560 shares; 2023Q3: 70,877 shares; 2023Q4: 63,167 shares; 2024Q1: 60,028 shares; 2024Q2: 53,003 shares; 2024Q3: 50,704 shares; 2024Q4: 49,265 shares; 2025Q1: 48,675 shares 48,675 $4.56M 1.34% -590 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 36,061 shares; 2023Q3: 37,269 shares; 2023Q4: 44,164 shares; 2024Q1: 43,994 shares; 2024Q2: 43,766 shares; 2024Q3: 44,812 shares; 2024Q4: 44,936 shares; 2025Q1: 44,479 shares 44,479 $4.36M 1.28% -457 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 30,202 shares; 2024Q3: 35,300 shares; 2024Q4: 55,193 shares; 2025Q1: 70,772 shares 70,772 $4.04M 1.19% +15,579 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 12,756 shares; 2024Q2: 57,532 shares; 2024Q3: 63,763 shares; 2024Q4: 70,480 shares; 2025Q1: 72,668 shares 72,668 $3.92M 1.16% +2,188 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; 2023Q2: 3,939 shares; 2023Q3: 3,952 shares; 2023Q4: 3,928 shares; 2024Q1: 3,935 shares; 2024Q2: 3,956 shares; 2024Q3: 3,952 shares; 2024Q4: 3,986 shares; 2025Q1: 4,036 shares 4,036 $3.82M 1.12% +50 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; 2023Q2: 29,805 shares; 2023Q3: 29,797 shares; 2023Q4: 30,245 shares; 2024Q1: 29,816 shares; 2024Q2: 28,894 shares; 2024Q3: 26,936 shares; 2024Q4: 27,207 shares; 2025Q1: 27,252 shares 27,252 $3.16M 0.93% +45 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 12,531 shares; 2023Q3: 12,553 shares; 2023Q4: 12,531 shares; 2024Q1: 12,544 shares; 2024Q2: 13,497 shares; 2024Q3: 12,263 shares; 2024Q4: 12,241 shares; 2025Q1: 11,769 shares 11,769 $3.05M 0.9% -472 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 17,386 shares; 2024Q3: 21,222 shares; 2024Q4: 39,194 shares; 2025Q1: 52,098 shares 52,098 $2.7M 0.79% +12,904 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 16,708 shares; 2023Q3: 16,708 shares; 2023Q4: 16,687 shares; 2024Q1: 16,821 shares; 2024Q2: 17,767 shares; 2024Q3: 17,499 shares; 2024Q4: 16,953 shares; 2025Q1: 16,953 shares 16,953 $2.62M 0.77% 0 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 10,629 shares; 2023Q3: 10,199 shares; 2023Q4: 11,301 shares; 2024Q1: 11,533 shares; 2024Q2: 12,288 shares; 2024Q3: 12,329 shares; 2024Q4: 12,930 shares; 2025Q1: 13,093 shares 13,093 $2.49M 0.73% +163 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 8,332 shares; 2023Q3: 7,632 shares; 2023Q4: 7,498 shares; 2024Q1: 7,541 shares; 2024Q2: 8,378 shares; 2024Q3: 7,939 shares; 2024Q4: 9,544 shares; 2025Q1: 9,319 shares 9,319 $2.29M 0.67% -225 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; 2023Q2: 31,802 shares; 2023Q3: 31,725 shares; 2023Q4: 27,488 shares; 2024Q1: 27,809 shares; 2024Q2: 25,020 shares; 2024Q3: 24,510 shares; 2024Q4: 24,944 shares; 2025Q1: 24,736 shares 24,736 $2.24M 0.66% -208 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 25,890 shares; 2023Q3: 25,890 shares; 2023Q4: 26,196 shares; 2024Q1: 26,195 shares; 2024Q2: 26,738 shares; 2024Q3: 26,737 shares; 2024Q4: 27,066 shares; 2025Q1: 27,066 shares 27,066 $2.11M 0.62% 0 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 1,868 shares; 2023Q3: 1,883 shares; 2023Q4: 1,906 shares; 2024Q1: 1,721 shares; 2024Q2: 18,390 shares; 2024Q3: 19,038 shares; 2024Q4: 19,068 shares; 2025Q1: 19,045 shares 19,045 $2.06M 0.61% -23 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 10,390 shares; 2023Q3: 10,458 shares; 2023Q4: 10,458 shares; 2024Q1: 10,573 shares; 2024Q2: 10,774 shares; 2024Q3: 10,476 shares; 2024Q4: 11,637 shares; 2025Q1: 11,814 shares 11,814 $1.85M 0.54% +177 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 4,640 shares; 2023Q3: 4,378 shares; 2023Q4: 4,723 shares; 2024Q1: 4,734 shares; 2024Q2: 4,908 shares; 2024Q3: 4,790 shares; 2024Q4: 4,938 shares; 2025Q1: 4,872 shares 4,872 $1.71M 0.5% -66 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 9,515 shares; 2023Q3: 9,626 shares; 2023Q4: 8,939 shares; 2024Q1: 8,873 shares; 2024Q2: 8,708 shares; 2024Q3: 7,846 shares; 2024Q4: 8,330 shares; 2025Q1: 8,301 shares 8,301 $1.61M 0.47% -29 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 24,112 shares; 2023Q3: 22,677 shares; 2023Q4: 22,341 shares; 2024Q1: 20,805 shares; 2024Q2: 21,182 shares; 2024Q3: 16,310 shares; 2024Q4: 16,288 shares; 2025Q1: 13,301 shares 13,301 $1.58M 0.47% -2,987 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; 2023Q2: 23,885 shares; 2023Q3: 24,005 shares; 2023Q4: 28,904 shares; 2024Q1: 29,986 shares; 2024Q2: 28,587 shares; 2024Q3: 28,285 shares; 2024Q4: 28,431 shares; 2025Q1: 26,453 shares 26,453 $1.56M 0.46% -1,978 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 2,627 shares; 2023Q3: 2,628 shares; 2023Q4: 2,574 shares; 2024Q1: 2,582 shares; 2024Q2: 2,556 shares; 2024Q3: 2,619 shares; 2024Q4: 2,578 shares; 2025Q1: 2,467 shares 2,467 $1.38M 0.41% -111 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 28,620 shares; 2023Q3: 28,599 shares; 2023Q4: 31,724 shares; 2024Q1: 31,843 shares; 2024Q2: 33,059 shares; 2024Q3: 32,477 shares; 2024Q4: 33,768 shares; 2025Q1: 31,580 shares 31,580 $1.32M 0.39% -2,188 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; 2023Q2: 20,883 shares; 2023Q3: 18,721 shares; 2023Q4: 18,016 shares; 2024Q1: 17,909 shares; 2024Q2: 17,851 shares; 2024Q3: 17,863 shares; 2024Q4: 17,636 shares; 2025Q1: 17,263 shares 17,263 $1.29M 0.38% -373 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 1,939 shares; 2023Q3: 1,943 shares; 2023Q4: 2,044 shares; 2024Q1: 2,048 shares; 2024Q2: 2,166 shares; 2024Q3: 2,169 shares; 2024Q4: 2,167 shares; 2025Q1: 2,171 shares 2,171 $1.1M 0.32% +4 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 1,355 shares; 2023Q3: 1,355 shares; 2023Q4: 1,355 shares; 2024Q1: 1,379 shares; 2024Q2: 1,602 shares; 2024Q3: 1,602 shares; 2024Q4: 1,753 shares; 2025Q1: 1,753 shares 1,753 $1.01M 0.3% 0 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; 2023Q2: 9,145 shares; 2023Q3: 9,237 shares; 2023Q4: 9,311 shares; 2024Q1: 9,495 shares; 2024Q2: 9,410 shares; 2024Q3: 9,419 shares; 2024Q4: 9,849 shares; 2025Q1: 9,757 shares 9,757 $963K 0.28% -92 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 7,649 shares; 2023Q3: 7,665 shares; 2023Q4: 7,633 shares; 2024Q1: 7,655 shares; 2024Q2: 7,348 shares; 2024Q3: 7,068 shares; 2024Q4: 6,865 shares; 2025Q1: 6,274 shares 6,274 $941K 0.28% -591 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 1,322 shares; 2023Q3: 1,322 shares; 2023Q4: 1,344 shares; 2024Q1: 1,334 shares; 2024Q2: 1,233 shares; 2024Q3: 1,170 shares; 2024Q4: 1,231 shares; 2025Q1: 1,122 shares 1,122 $927K 0.27% -109 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 28,260 shares; 2023Q3: 28,312 shares; 2023Q4: 28,362 shares; 2024Q1: 26,903 shares; 2024Q2: 26,941 shares; 2024Q3: 26,976 shares; 2024Q4: 26,893 shares; 2025Q1: 26,924 shares 26,924 $888K 0.26% +31 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 5,853 shares; 2023Q3: 5,892 shares; 2023Q4: 5,754 shares; 2024Q1: 5,318 shares; 2024Q2: 5,242 shares; 2024Q3: 5,211 shares; 2024Q4: 4,894 shares; 2025Q1: 5,119 shares 5,119 $884K 0.26% +225 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 2,773 shares; 2023Q3: 2,759 shares; 2023Q4: 2,600 shares; 2024Q1: 3,146 shares; 2024Q2: 2,989 shares; 2024Q3: 2,902 shares; 2024Q4: 3,415 shares; 2025Q1: 3,370 shares 3,370 $871K 0.26% -45 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 4,605 shares; 2023Q3: 4,438 shares; 2023Q4: 4,396 shares; 2024Q1: 4,419 shares; 2024Q2: 4,679 shares; 2024Q3: 4,689 shares; 2024Q4: 4,859 shares; 2025Q1: 4,879 shares 4,879 $816K 0.24% +20 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 1,660 shares; 2023Q3: 1,677 shares; 2023Q4: 1,679 shares; 2024Q1: 1,692 shares; 2024Q2: 1,755 shares; 2024Q3: 2,185 shares; 2024Q4: 2,259 shares; 2025Q1: 2,212 shares 2,212 $811K 0.24% -47 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 7,040 shares; 2023Q3: 7,182 shares; 2023Q4: 8,420 shares; 2024Q1: 8,789 shares; 2024Q2: 9,041 shares; 2024Q3: 9,339 shares; 2024Q4: 9,819 shares; 2025Q1: 10,128 shares 10,128 $744K 0.22% +309 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 6,549 shares; 2023Q3: 6,571 shares; 2023Q4: 6,527 shares; 2024Q1: 6,626 shares; 2024Q2: 7,027 shares; 2024Q3: 7,021 shares; 2024Q4: 8,023 shares; 2025Q1: 7,785 shares 7,785 $699K 0.21% -238 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 20,065 shares; 2024Q4: 24,701 shares; 2025Q1: 34,620 shares 34,620 $674K 0.2% +9,919 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 1,953 shares; 2023Q3: 1,938 shares; 2023Q4: 1,931 shares; 2024Q1: 1,910 shares; 2024Q2: 1,894 shares; 2024Q3: 1,893 shares; 2024Q4: 1,877 shares; 2025Q1: 1,858 shares 1,858 $671K 0.2% -19 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; 2023Q2: 708 shares; 2023Q3: 708 shares; 2023Q4: 708 shares; 2024Q1: 714 shares; 2024Q2: 1,048 shares; 2024Q3: 1,051 shares; 2024Q4: 1,233 shares; 2025Q1: 1,237 shares 1,237 $648K 0.19% +4 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 7,755 shares; 2023Q3: 7,758 shares; 2023Q4: 7,244 shares; 2024Q1: 6,697 shares; 2024Q2: 6,286 shares; 2024Q3: 4,686 shares; 2024Q4: 4,881 shares; 2025Q1: 4,851 shares 4,851 $643K 0.19% -30 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; 2023Q2: 15,437 shares; 2023Q3: 15,497 shares; 2023Q4: 15,543 shares; 2024Q1: 15,586 shares; 2024Q2: 15,640 shares; 2024Q3: 15,690 shares; 2024Q4: 15,322 shares; 2025Q1: 15,371 shares 15,371 $633K 0.19% +49 Timeline INVESCO INVESCO More: the full row for INVESCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 17,739 shares; 2024Q4: 20,908 shares; 2025Q1: 30,497 shares 30,497 $631K 0.19% +9,589 IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 3,476 shares; 2023Q3: 3,610 shares; 2023Q4: 3,605 shares; 2024Q1: 3,612 shares; 2024Q2: 3,610 shares; 2024Q3: 3,622 shares; 2024Q4: 3,757 shares; 2025Q1: 3,057 shares 3,057 $610K 0.18% -700 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 19,365 shares; 2025Q1: 19,365 shares 19,365 $601K 0.18% 0 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 30,785 shares; 2024Q4: 30,360 shares; 2025Q1: 30,660 shares 30,660 $601K 0.18% +300 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 25,053 shares; 2024Q4: 27,931 shares; 2025Q1: 28,240 shares 28,240 $575K 0.17% +309 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 1,691 shares; 2023Q3: 1,692 shares; 2023Q4: 1,693 shares; 2024Q1: 1,645 shares; 2024Q2: 2,380 shares; 2024Q3: 2,386 shares; 2024Q4: 2,791 shares; 2025Q1: 2,659 shares 2,659 $557K 0.16% -132 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 9,147 shares; 2023Q3: 9,148 shares; 2023Q4: 9,150 shares; 2024Q1: 9,059 shares; 2024Q2: 9,060 shares; 2024Q3: 9,061 shares; 2024Q4: 8,504 shares; 2025Q1: 8,353 shares 8,353 $530K 0.16% -151 Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 13,787 shares; 2024Q4: 16,666 shares; 2025Q1: 28,171 shares 28,171 $522K 0.15% +11,505 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; 2023Q2: 6,669 shares; 2023Q3: 6,683 shares; 2023Q4: 6,842 shares; 2024Q1: 6,896 shares; 2024Q2: 7,487 shares; 2024Q3: 7,504 shares; 2024Q4: 8,471 shares; 2025Q1: 8,339 shares 8,339 $515K 0.15% -132 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 4,859 shares; 2025Q1: 4,865 shares 4,865 $513K 0.15% +6 Timeline UTF COHEN & STEERS INFRASTRUCTUR More: the full row for COHEN & STEERS INFRASTRUCTUR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 21,723 shares; 2023Q3: 22,050 shares; 2023Q4: 20,586 shares; 2024Q1: 19,773 shares; 2024Q2: 19,423 shares; 2024Q3: 19,684 shares; 2024Q4: 18,988 shares; 2025Q1: 19,226 shares 19,226 $491K 0.14% +238 Timeline FXZ FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 15,265 shares; 2023Q3: 15,199 shares; 2023Q4: 13,182 shares; 2024Q1: 12,161 shares; 2024Q2: 11,929 shares; 2024Q3: 10,885 shares; 2024Q4: 9,092 shares; 2025Q1: 8,857 shares 8,857 $491K 0.14% -235 Timeline MAC MACERICH CO More: the full row for MACERICH CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 28,440 shares; 2023Q3: 28,440 shares; 2023Q4: 28,440 shares; 2024Q1: 28,440 shares; 2024Q2: 28,440 shares; 2024Q3: 28,440 shares; 2024Q4: 28,440 shares; 2025Q1: 28,440 shares 28,440 $488K 0.14% 0 Timeline CRBN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 2,443 shares; 2024Q1: 2,443 shares; 2024Q2: 2,463 shares; 2024Q3: 2,463 shares; 2024Q4: 2,491 shares; 2025Q1: 2,491 shares 2,491 $476K 0.14% 0 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 3,822 shares; 2023Q3: 3,883 shares; 2023Q4: 3,804 shares; 2024Q1: 3,340 shares; 2024Q2: 3,347 shares; 2024Q3: 3,095 shares; 2024Q4: 3,045 shares; 2025Q1: 2,847 shares 2,847 $472K 0.14% -198 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 6,006 shares; 2023Q3: 5,982 shares; 2023Q4: 5,995 shares; 2024Q1: 5,919 shares; 2024Q2: 3,929 shares; 2024Q3: 3,925 shares; 2024Q4: 3,630 shares; 2025Q1: 3,498 shares 3,498 $470K 0.14% -132 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 3,958 shares; 2023Q3: 4,071 shares; 2023Q4: 3,080 shares; 2024Q1: 3,036 shares; 2024Q2: 2,804 shares; 2024Q3: 2,743 shares; 2024Q4: 3,643 shares; 2025Q1: 3,639 shares 3,639 $469K 0.14% -4 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 229 shares; 2024Q3: 2,379 shares; 2024Q4: 2,732 shares; 2025Q1: 2,780 shares 2,780 $465K 0.14% +48 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 4,383 shares; 2023Q3: 4,317 shares; 2023Q4: 4,323 shares; 2024Q1: 4,342 shares; 2024Q2: 4,349 shares; 2024Q3: 4,356 shares; 2024Q4: 4,720 shares; 2025Q1: 4,381 shares 4,381 $460K 0.14% -339 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 26,331 shares 26,331 $452K 0.13% new Timeline EVLN MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,033 shares 9,033 $447K 0.13% new Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 2,857 shares; 2023Q3: 2,858 shares; 2023Q4: 2,902 shares; 2024Q1: 2,920 shares; 2024Q2: 3,338 shares; 2024Q3: 3,350 shares; 2024Q4: 3,363 shares; 2025Q1: 3,335 shares 3,335 $442K 0.13% -28 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 2,148 shares; 2023Q3: 2,148 shares; 2023Q4: 2,108 shares; 2024Q1: 2,120 shares; 2024Q2: 2,166 shares; 2024Q3: 2,167 shares; 2024Q4: 2,230 shares; 2025Q1: 2,195 shares 2,195 $439K 0.13% -35 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; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,051 shares; 2024Q3: 1,051 shares; 2024Q4: 1,568 shares; 2025Q1: 1,570 shares 1,570 $422K 0.12% +2 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 5,142 shares; 2023Q3: 4,976 shares; 2023Q4: 4,935 shares; 2024Q1: 4,943 shares; 2024Q2: 4,943 shares; 2024Q3: 4,175 shares; 2024Q4: 4,008 shares; 2025Q1: 4,008 shares 4,008 $414K 0.12% 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; 2023Q2: 1,188 shares; 2023Q3: 1,208 shares; 2023Q4: 1,209 shares; 2024Q1: 1,234 shares; 2024Q2: 1,367 shares; 2024Q3: 1,367 shares; 2024Q4: 1,519 shares; 2025Q1: 1,314 shares 1,314 $411K 0.12% -205 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 1,763 shares; 2023Q3: not reported; 2023Q4: 1,733 shares; 2024Q1: 1,740 shares; 2024Q2: 1,848 shares; 2024Q3: 1,848 shares; 2024Q4: 1,848 shares; 2025Q1: 1,850 shares 1,850 $409K 0.12% +2 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 3,300 shares; 2023Q3: 3,307 shares; 2023Q4: 3,314 shares; 2024Q1: 3,114 shares; 2024Q2: 3,162 shares; 2024Q3: 2,241 shares; 2024Q4: 2,235 shares; 2025Q1: 2,213 shares 2,213 $377K 0.11% -22 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 1,293 shares; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 3,671 shares; 2024Q2: 4,264 shares; 2024Q3: 4,269 shares; 2024Q4: 4,269 shares; 2025Q1: 4,271 shares 4,271 $375K 0.11% +2 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 1,367 shares; 2023Q3: 1,367 shares; 2023Q4: 1,367 shares; 2024Q1: 1,371 shares; 2024Q2: 1,455 shares; 2024Q3: 1,455 shares; 2024Q4: 1,455 shares; 2025Q1: 1,455 shares 1,455 $369K 0.11% 0 Timeline DMXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 5,060 shares; 2023Q3: 5,060 shares; 2023Q4: 5,106 shares; 2024Q1: 5,106 shares; 2024Q2: 5,182 shares; 2024Q3: 5,330 shares; 2024Q4: 5,404 shares; 2025Q1: 5,404 shares 5,404 $364K 0.11% 0 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 841 shares; 2023Q3: 843 shares; 2023Q4: 845 shares; 2024Q1: 847 shares; 2024Q2: 849 shares; 2024Q3: 850 shares; 2024Q4: 849 shares; 2025Q1: 851 shares 851 $357K 0.11% +2 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,197 shares; 2024Q2: 1,241 shares; 2024Q3: 1,241 shares; 2024Q4: 1,241 shares; 2025Q1: 1,242 shares 1,242 $352K 0.1% +1 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 649 shares; 2023Q3: 649 shares; 2023Q4: 649 shares; 2024Q1: 649 shares; 2024Q2: 649 shares; 2024Q3: 649 shares; 2024Q4: 649 shares; 2025Q1: 649 shares 649 $346K 0.1% 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; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 7,939 shares; 2025Q1: 13,252 shares 13,252 $332K 0.1% +5,313 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; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,631 shares; 2024Q2: 1,902 shares; 2024Q3: 1,902 shares; 2024Q4: 2,055 shares; 2025Q1: 1,990 shares 1,990 $330K 0.1% -65 Timeline QQQE DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 3,620 shares; 2023Q3: 3,702 shares; 2023Q4: 3,725 shares; 2024Q1: 3,821 shares; 2024Q2: 3,821 shares; 2024Q3: 3,828 shares; 2024Q4: 3,837 shares; 2025Q1: 3,700 shares 3,700 $323K 0.1% -137 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 1,306 shares; 2023Q3: 1,307 shares; 2023Q4: 1,259 shares; 2024Q1: 1,165 shares; 2024Q2: 1,324 shares; 2024Q3: 1,190 shares; 2024Q4: 1,358 shares; 2025Q1: 1,360 shares 1,360 $321K 0.09% +2 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 3,367 shares; 2023Q3: 3,079 shares; 2023Q4: 3,081 shares; 2024Q1: 3,095 shares; 2024Q2: 3,518 shares; 2024Q3: 3,102 shares; 2024Q4: 4,522 shares; 2025Q1: 3,242 shares 3,242 $318K 0.09% -1,280 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; 2023Q2: 8,526 shares; 2023Q3: 8,528 shares; 2023Q4: 8,503 shares; 2024Q1: 8,548 shares; 2024Q2: 10,183 shares; 2024Q3: 8,785 shares; 2024Q4: 8,521 shares; 2025Q1: 8,498 shares 8,498 $314K 0.09% -23 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; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,218 shares; 2024Q2: 1,227 shares; 2024Q3: 1,262 shares; 2024Q4: 1,666 shares; 2025Q1: 1,246 shares 1,246 $310K 0.09% -420 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 1,792 shares; 2023Q3: 1,758 shares; 2023Q4: 1,772 shares; 2024Q1: 1,772 shares; 2024Q2: 1,775 shares; 2024Q3: 1,772 shares; 2024Q4: 1,732 shares; 2025Q1: 1,732 shares 1,732 $296K 0.09% 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; 2023Q2: 1,080 shares; 2023Q3: 1,002 shares; 2023Q4: 1,003 shares; 2024Q1: 5,387 shares; 2024Q2: 5,097 shares; 2024Q3: 5,102 shares; 2024Q4: 4,904 shares; 2025Q1: 4,928 shares 4,928 $288K 0.08% +24 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 3,084 shares; 2024Q3: 284 shares; 2024Q4: 284 shares; 2025Q1: 302 shares 302 $282K 0.08% +18 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; 2023Q2: 2,913 shares; 2023Q3: 2,932 shares; 2023Q4: 2,949 shares; 2024Q1: 3,007 shares; 2024Q2: 2,990 shares; 2024Q3: 3,004 shares; 2024Q4: 2,974 shares; 2025Q1: 2,996 shares 2,996 $281K 0.08% +22 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; 2023Q2: 1,409 shares; 2023Q3: not reported; 2023Q4: 1,410 shares; 2024Q1: 1,418 shares; 2024Q2: 1,921 shares; 2024Q3: 1,929 shares; 2024Q4: 1,919 shares; 2025Q1: 1,918 shares 1,918 $278K 0.08% -1 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; 2023Q2: 2,864 shares; 2023Q3: 2,909 shares; 2023Q4: 2,909 shares; 2024Q1: 2,909 shares; 2024Q2: 2,909 shares; 2024Q3: 2,909 shares; 2024Q4: 2,948 shares; 2025Q1: 2,949 shares 2,949 $276K 0.08% +1 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 950 shares; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 901 shares; 2024Q2: 1,152 shares; 2024Q3: 1,160 shares; 2024Q4: 1,160 shares; 2025Q1: 1,164 shares 1,164 $272K 0.08% +4 Timeline BSCU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 15,826 shares; 2024Q4: 16,012 shares; 2025Q1: 16,191 shares 16,191 $269K 0.08% +179 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,190 shares; 2024Q3: 2,192 shares; 2024Q4: 2,129 shares; 2025Q1: 2,131 shares 2,131 $260K 0.08% +2 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 3,969 shares; 2024Q3: 3,981 shares; 2024Q4: 4,776 shares; 2025Q1: 3,601 shares 3,601 $258K 0.08% -1,175 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 7,316 shares; 2023Q3: 6,840 shares; 2023Q4: 6,669 shares; 2024Q1: 6,710 shares; 2024Q2: not reported; 2024Q3: 4,615 shares; 2024Q4: 4,120 shares; 2025Q1: 5,069 shares 5,069 $258K 0.08% +949 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 2,195 shares; 2024Q1: 2,207 shares; 2024Q2: 2,207 shares; 2024Q3: 2,207 shares; 2024Q4: 2,207 shares; 2025Q1: 2,207 shares 2,207 $257K 0.08% 0 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 831 shares; 2024Q2: not reported; 2024Q3: 831 shares; 2024Q4: 853 shares; 2025Q1: 834 shares 834 $255K 0.08% -19 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 3,188 shares; 2023Q3: 3,058 shares; 2023Q4: 3,058 shares; 2024Q1: 3,394 shares; 2024Q2: 3,225 shares; 2024Q3: 3,233 shares; 2024Q4: 2,422 shares; 2025Q1: 2,425 shares 2,425 $254K 0.07% +3 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 3,983 shares; 2023Q3: 3,870 shares; 2023Q4: 3,953 shares; 2024Q1: 3,953 shares; 2024Q2: 3,953 shares; 2024Q3: 3,953 shares; 2024Q4: 3,953 shares; 2025Q1: 3,953 shares 3,953 $249K 0.07% 0 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,449 shares 2,449 $245K 0.07% new Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 996 shares; 2023Q3: 996 shares; 2023Q4: 936 shares; 2024Q1: 934 shares; 2024Q2: 934 shares; 2024Q3: 727 shares; 2024Q4: 727 shares; 2025Q1: 728 shares 728 $240K 0.07% +1 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 928 shares; 2024Q1: 930 shares; 2024Q2: 930 shares; 2024Q3: 930 shares; 2024Q4: 930 shares; 2025Q1: 930 shares 930 $236K 0.07% 0 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 2,912 shares; 2023Q3: 2,912 shares; 2023Q4: 2,925 shares; 2024Q1: 2,930 shares; 2024Q2: 2,935 shares; 2024Q3: 2,942 shares; 2024Q4: 2,849 shares; 2025Q1: 1,948 shares 1,948 $236K 0.07% -901 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 3,716 shares; 2023Q3: 3,720 shares; 2023Q4: 3,725 shares; 2024Q1: 3,747 shares; 2024Q2: 4,102 shares; 2024Q3: 3,323 shares; 2024Q4: 3,592 shares; 2025Q1: 3,466 shares 3,466 $235K 0.07% -126 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 5,459 shares; 2024Q1: 5,198 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 5,506 shares; 2025Q1: 5,029 shares 5,029 $228K 0.07% -477 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,692 shares 2,692 $227K 0.07% 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; 2023Q2: 14,089 shares; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 9,122 shares; 2025Q1: 7,850 shares 7,850 $222K 0.07% -1,272 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 4,040 shares; 2023Q3: not reported; 2023Q4: 4,040 shares; 2024Q1: 4,044 shares; 2024Q2: 4,149 shares; 2024Q3: 4,049 shares; 2024Q4: 4,043 shares; 2025Q1: 4,044 shares 4,044 $220K 0.06% +1 Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 3,664 shares; 2025Q1: 3,669 shares 3,669 $219K 0.06% +5 Timeline XRNPX COHEN & STEERS REIT & PFD & More: the full row for COHEN & STEERS REIT & PFD & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 9,902 shares; 2025Q1: 9,902 shares 9,902 $219K 0.06% 0 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; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 3,347 shares; 2024Q3: 3,353 shares; 2024Q4: 3,982 shares; 2025Q1: 3,043 shares 3,043 $218K 0.06% -939 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,995 shares 2,995 $218K 0.06% new Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,053 shares; 2024Q1: 1,053 shares; 2024Q2: 1,053 shares; 2024Q3: 1,053 shares; 2024Q4: 1,053 shares; 2025Q1: 1,053 shares 1,053 $217K 0.06% 0 Timeline FNY FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 2,903 shares; 2024Q2: 2,903 shares; 2024Q3: 2,903 shares; 2024Q4: 2,903 shares; 2025Q1: 2,903 shares 2,903 $217K 0.06% 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; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,168 shares; 2024Q3: 1,171 shares; 2024Q4: 1,216 shares; 2025Q1: 1,207 shares 1,207 $217K 0.06% -9 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 890 shares; 2024Q4: 811 shares; 2025Q1: 812 shares 812 $215K 0.06% +1 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 418 shares; 2024Q4: 393 shares; 2025Q1: 393 shares 393 $213K 0.06% 0 Timeline USXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 6,780 shares; 2024Q2: 6,793 shares; 2024Q3: 6,811 shares; 2024Q4: 6,835 shares; 2025Q1: 4,572 shares 4,572 $213K 0.06% -2,263 Timeline JTEK J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,175 shares 3,175 $213K 0.06% new Timeline INVESCO EXCH TRD SLF IDX FD INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 9,080 shares; 2025Q1: 9,207 shares 9,207 $212K 0.06% +127 DNL WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,938 shares 5,938 $212K 0.06% new Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 223 shares 223 $211K 0.06% new Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 2,452 shares; 2024Q2: not reported; 2024Q3: 2,461 shares; 2024Q4: 2,466 shares; 2025Q1: 2,470 shares 2,470 $210K 0.06% +4 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 4,625 shares; 2024Q4: 4,634 shares; 2025Q1: 4,641 shares 4,641 $207K 0.06% +7 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 772 shares 772 $204K 0.06% new Timeline NMZ NUVEEN MUN HIGH INCOME OPPOR More: the full row for NUVEEN MUN HIGH INCOME OPPOR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 15,547 shares; 2025Q1: 15,547 shares 15,547 $170K 0.05% 0 Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,344 shares 10,344 $152K 0.04% new Timeline JOBY JOBY AVIATION INC More: the full row for JOBY AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 10,134 shares; 2024Q1: 10,428 shares; 2024Q2: 10,608 shares; 2024Q3: not reported; 2024Q4: 12,522 shares; 2025Q1: 13,709 shares 13,709 $82.5K 0.02% +1,187 Timeline