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; 2024Q1: 124,639 shares; 2024Q2: 124,362 shares; 2024Q3: 123,382 shares; 2024Q4: 116,917 shares; 2025Q1: 114,184 shares; 2025Q2: 117,899 shares; 2025Q3: 120,209 shares; 2025Q4: 117,397 shares 117,397 $73.6M 21.92% -2,812 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; 2024Q1: 51,901 shares; 2024Q2: 52,028 shares; 2024Q3: 51,789 shares; 2024Q4: 51,589 shares; 2025Q1: 51,922 shares; 2025Q2: 53,275 shares; 2025Q3: 54,950 shares; 2025Q4: 55,249 shares 55,249 $33.3M 9.92% +299 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 108,057 shares; 2024Q2: 108,211 shares; 2024Q3: 107,561 shares; 2024Q4: 107,102 shares; 2025Q1: 108,389 shares; 2025Q2: 112,611 shares; 2025Q3: 117,069 shares; 2025Q4: 116,244 shares 116,244 $28.6M 8.52% -825 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; 2024Q1: 26,476 shares; 2024Q2: 26,300 shares; 2024Q3: 26,271 shares; 2024Q4: 26,038 shares; 2025Q1: 26,287 shares; 2025Q2: 26,002 shares; 2025Q3: 25,958 shares; 2025Q4: 25,775 shares 25,775 $17.6M 5.23% -183 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 102,089 shares; 2024Q2: 103,704 shares; 2024Q3: 103,374 shares; 2024Q4: 104,353 shares; 2025Q1: 113,675 shares; 2025Q2: 117,880 shares; 2025Q3: 122,451 shares; 2025Q4: 126,608 shares 126,608 $12.2M 3.62% +4,157 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 70,837 shares; 2024Q2: 69,516 shares; 2024Q3: 73,627 shares; 2024Q4: 93,918 shares; 2025Q1: 102,673 shares; 2025Q2: 103,794 shares; 2025Q3: 102,495 shares; 2025Q4: 117,091 shares 117,091 $11.7M 3.48% +14,596 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 28,020 shares; 2024Q2: 27,754 shares; 2024Q3: 27,578 shares; 2024Q4: 26,922 shares; 2025Q1: 25,729 shares; 2025Q2: 25,547 shares; 2025Q3: 25,380 shares; 2025Q4: 24,441 shares 24,441 $11.6M 3.44% -939 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 43,869 shares; 2024Q2: 44,065 shares; 2024Q3: 42,983 shares; 2024Q4: 43,254 shares; 2025Q1: 43,463 shares; 2025Q2: 43,869 shares; 2025Q3: 44,249 shares; 2025Q4: 43,987 shares 43,987 $9.25M 2.75% -262 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; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12 shares; 2025Q2: 12 shares; 2025Q3: 12 shares; 2025Q4: 12 shares 12 $9.06M 2.7% 0 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 25,946 shares; 2024Q2: 25,748 shares; 2024Q3: 25,582 shares; 2024Q4: 25,674 shares; 2025Q1: 25,803 shares; 2025Q2: 26,341 shares; 2025Q3: 27,205 shares; 2025Q4: 27,202 shares 27,202 $8.79M 2.62% -3 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 51,626 shares; 2024Q2: 52,984 shares; 2024Q3: 52,748 shares; 2024Q4: 53,278 shares; 2025Q1: 54,086 shares; 2025Q2: 56,566 shares; 2025Q3: 58,256 shares; 2025Q4: 63,185 shares 63,185 $8.31M 2.48% +4,929 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; 2024Q1: 31,447 shares; 2024Q2: 31,416 shares; 2024Q3: 31,315 shares; 2024Q4: 31,399 shares; 2025Q1: 32,164 shares; 2025Q2: 31,970 shares; 2025Q3: 31,984 shares; 2025Q4: 32,013 shares 32,013 $8.26M 2.46% +29 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 71,022 shares; 2024Q2: 70,985 shares; 2024Q3: 70,099 shares; 2024Q4: 70,948 shares; 2025Q1: 71,525 shares; 2025Q2: 74,643 shares; 2025Q3: 78,068 shares; 2025Q4: 78,565 shares 78,565 $7.61M 2.27% +497 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; 2024Q1: 13,295 shares; 2024Q2: 13,445 shares; 2024Q3: 13,472 shares; 2024Q4: 13,472 shares; 2025Q1: 14,013 shares; 2025Q2: 13,794 shares; 2025Q3: 13,586 shares; 2025Q4: 14,079 shares 14,079 $7.08M 2.11% +493 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 33,848 shares; 2024Q2: 34,184 shares; 2024Q3: 33,844 shares; 2024Q4: 33,872 shares; 2025Q1: 34,813 shares; 2025Q2: 36,528 shares; 2025Q3: 38,016 shares; 2025Q4: 37,564 shares 37,564 $6.81M 2.03% -452 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; 2024Q1: 64,552 shares; 2024Q2: 64,555 shares; 2024Q3: 64,576 shares; 2024Q4: 59,605 shares; 2025Q1: 61,724 shares; 2025Q2: 61,759 shares; 2025Q3: 61,762 shares; 2025Q4: 62,200 shares 62,200 $5.8M 1.73% +438 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 82,883 shares; 2024Q2: 84,181 shares; 2024Q3: 80,436 shares; 2024Q4: 81,910 shares; 2025Q1: 85,446 shares; 2025Q2: 89,573 shares; 2025Q3: 98,745 shares; 2025Q4: 97,037 shares 97,037 $5.31M 1.58% -1,708 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 6,485 shares; 2024Q2: 6,489 shares; 2024Q3: 6,462 shares; 2024Q4: 6,442 shares; 2025Q1: 6,573 shares; 2025Q2: 6,338 shares; 2025Q3: 6,300 shares; 2025Q4: 6,353 shares 6,353 $4.35M 1.3% +53 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 13,664 shares; 2024Q2: 13,664 shares; 2024Q3: 13,806 shares; 2024Q4: 12,524 shares; 2025Q1: 12,242 shares; 2025Q2: 11,883 shares; 2025Q3: 12,465 shares; 2025Q4: 13,696 shares 13,696 $3.72M 1.11% +1,231 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; 2024Q1: 7,550 shares; 2024Q2: 9,793 shares; 2024Q3: 10,945 shares; 2024Q4: 22,155 shares; 2025Q1: 27,261 shares; 2025Q2: 32,736 shares; 2025Q3: 36,377 shares; 2025Q4: 41,962 shares 41,962 $3.11M 0.93% +5,585 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; 2024Q1: 7,995 shares; 2024Q2: 7,500 shares; 2024Q3: 7,515 shares; 2024Q4: 7,515 shares; 2025Q1: 7,517 shares; 2025Q2: 7,513 shares; 2025Q3: 7,513 shares; 2025Q4: 7,688 shares 7,688 $2.84M 0.85% +175 Timeline BKE BUCKLE INC More: the full row for BUCKLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 47,316 shares; 2024Q2: 47,321 shares; 2024Q3: 47,327 shares; 2024Q4: 47,344 shares; 2025Q1: 47,349 shares; 2025Q2: 49,453 shares; 2025Q3: 43,982 shares; 2025Q4: 43,986 shares 43,986 $2.35M 0.7% +4 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 33,540 shares; 2024Q2: 34,709 shares; 2024Q3: 35,438 shares; 2024Q4: 84,038 shares; 2025Q1: 88,766 shares; 2025Q2: 97,145 shares; 2025Q3: 97,215 shares; 2025Q4: 97,111 shares 97,111 $2.27M 0.68% -104 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 33,019 shares; 2024Q2: 33,051 shares; 2024Q3: 33,085 shares; 2024Q4: 31,811 shares; 2025Q1: 34,078 shares; 2025Q2: 32,934 shares; 2025Q3: 32,826 shares; 2025Q4: 32,876 shares 32,876 $2.17M 0.65% +50 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 2,356 shares; 2024Q2: 2,473 shares; 2024Q3: 2,487 shares; 2024Q4: 2,610 shares; 2025Q1: 2,581 shares; 2025Q2: 2,576 shares; 2025Q3: 2,682 shares; 2025Q4: 4,428 shares 4,428 $2.14M 0.64% +1,746 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; 2024Q1: 5,265 shares; 2024Q2: 5,322 shares; 2024Q3: 5,326 shares; 2024Q4: 5,331 shares; 2025Q1: 5,341 shares; 2025Q2: 5,349 shares; 2025Q3: 5,384 shares; 2025Q4: 6,168 shares 6,168 $1.99M 0.59% +784 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; 2024Q1: 23,371 shares; 2024Q2: 22,857 shares; 2024Q3: 22,910 shares; 2024Q4: 68,137 shares; 2025Q1: 69,538 shares; 2025Q2: 69,183 shares; 2025Q3: 70,205 shares; 2025Q4: 72,170 shares 72,170 $1.94M 0.58% +1,965 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; 2024Q1: 5,376 shares; 2024Q2: 5,405 shares; 2024Q3: 5,169 shares; 2024Q4: 5,802 shares; 2025Q1: 5,798 shares; 2025Q2: 5,798 shares; 2025Q3: 5,795 shares; 2025Q4: 5,741 shares 5,741 $1.92M 0.57% -54 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 22,650 shares; 2024Q2: 22,577 shares; 2024Q3: 20,794 shares; 2024Q4: 41,842 shares; 2025Q1: 44,574 shares; 2025Q2: 60,966 shares; 2025Q3: 61,000 shares; 2025Q4: 60,371 shares 60,371 $1.72M 0.51% -629 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 7,795 shares; 2024Q2: 7,843 shares; 2024Q3: 7,832 shares; 2024Q4: 7,832 shares; 2025Q1: 7,692 shares; 2025Q2: 7,675 shares; 2025Q3: 7,681 shares; 2025Q4: 8,046 shares 8,046 $1.67M 0.5% +365 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 17,288 shares; 2024Q2: 17,469 shares; 2024Q3: 17,891 shares; 2024Q4: 53,010 shares; 2025Q1: 55,008 shares; 2025Q2: 53,464 shares; 2025Q3: 53,678 shares; 2025Q4: 54,712 shares 54,712 $1.65M 0.49% +1,034 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; 2024Q1: 1,843 shares; 2024Q2: 2,124 shares; 2024Q3: 2,237 shares; 2024Q4: 2,195 shares; 2025Q1: 2,085 shares; 2025Q2: 2,144 shares; 2025Q3: 3,472 shares; 2025Q4: 6,336 shares 6,336 $1.46M 0.44% +2,864 Timeline IBDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,815 shares; 2025Q4: 65,985 shares 65,985 $1.46M 0.43% +48,170 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 4,211 shares; 2024Q2: 4,211 shares; 2024Q3: 4,221 shares; 2024Q4: 4,222 shares; 2025Q1: 4,211 shares; 2025Q2: 4,226 shares; 2025Q3: 4,237 shares; 2025Q4: 4,311 shares 4,311 $1.37M 0.41% +74 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; 2024Q1: 3,117 shares; 2024Q2: 3,117 shares; 2024Q3: 3,117 shares; 2024Q4: 3,077 shares; 2025Q1: 3,077 shares; 2025Q2: 4,578 shares; 2025Q3: 4,506 shares; 2025Q4: 4,315 shares 4,315 $1.25M 0.37% -191 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; 2024Q1: 3,567 shares; 2024Q2: 3,567 shares; 2024Q3: 3,587 shares; 2024Q4: 3,587 shares; 2025Q1: 3,587 shares; 2025Q2: 3,591 shares; 2025Q3: 3,627 shares; 2025Q4: 3,925 shares 3,925 $1.16M 0.35% +298 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 3,304 shares; 2024Q2: 3,084 shares; 2024Q3: 3,083 shares; 2024Q4: 2,772 shares; 2025Q1: 2,776 shares; 2025Q2: 3,042 shares; 2025Q3: 3,042 shares; 2025Q4: 2,959 shares 2,959 $1.11M 0.33% -83 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; 2024Q1: 2,487 shares; 2024Q2: 2,487 shares; 2024Q3: 2,487 shares; 2024Q4: 2,487 shares; 2025Q1: 2,559 shares; 2025Q2: 3,506 shares; 2025Q3: 3,986 shares; 2025Q4: 7,532 shares 7,532 $1.08M 0.32% +3,546 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 1,335 shares; 2024Q2: 1,635 shares; 2024Q3: 1,645 shares; 2024Q4: 1,838 shares; 2025Q1: 1,782 shares; 2025Q2: 1,818 shares; 2025Q3: 1,850 shares; 2025Q4: 3,249 shares 3,249 $1.02M 0.3% +1,399 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; 2024Q1: 4,360 shares; 2024Q2: 4,419 shares; 2024Q3: 4,401 shares; 2024Q4: 4,401 shares; 2025Q1: 4,209 shares; 2025Q2: 3,819 shares; 2025Q3: 3,345 shares; 2025Q4: 3,951 shares 3,951 $914K 0.27% +606 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; 2024Q1: 1,487 shares; 2024Q2: 1,487 shares; 2024Q3: 777 shares; 2024Q4: 778 shares; 2025Q1: 1,355 shares; 2025Q2: 1,314 shares; 2025Q3: 1,315 shares; 2025Q4: 1,416 shares 1,416 $870K 0.26% +101 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: 1,200 shares; 2024Q3: 1,201 shares; 2024Q4: 1,201 shares; 2025Q1: not reported; 2025Q2: 1,202 shares; 2025Q3: 2,003 shares; 2025Q4: 2,754 shares 2,754 $864K 0.26% +751 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 11,684 shares; 2024Q2: 11,696 shares; 2024Q3: 11,696 shares; 2024Q4: 11,708 shares; 2025Q1: 13,763 shares; 2025Q2: 12,809 shares; 2025Q3: 12,708 shares; 2025Q4: 12,832 shares 12,832 $861K 0.26% +124 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,629 shares; 2025Q4: 4,327 shares 4,327 $807K 0.24% +2,698 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 15,000 shares; 2024Q2: 15,000 shares; 2024Q3: 15,049 shares; 2024Q4: 15,049 shares; 2025Q1: 15,439 shares; 2025Q2: 15,000 shares; 2025Q3: 15,000 shares; 2025Q4: 15,000 shares 15,000 $800K 0.24% 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; 2024Q1: 2,475 shares; 2024Q2: 2,478 shares; 2024Q3: 2,494 shares; 2024Q4: 2,496 shares; 2025Q1: 2,461 shares; 2025Q2: 2,382 shares; 2025Q3: 2,384 shares; 2025Q4: 2,494 shares 2,494 $762K 0.23% +110 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 31,107 shares; 2025Q1: 31,107 shares; 2025Q2: 31,107 shares; 2025Q3: 31,107 shares; 2025Q4: 31,107 shares 31,107 $754K 0.22% 0 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; 2024Q1: 2,255 shares; 2024Q2: 2,096 shares; 2024Q3: 2,096 shares; 2024Q4: 2,096 shares; 2025Q1: 2,096 shares; 2025Q2: 2,509 shares; 2025Q3: 2,509 shares; 2025Q4: 3,503 shares 3,503 $742K 0.22% +994 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,690 shares 10,690 $719K 0.21% new Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,777 shares; 2025Q4: 1,777 shares 1,777 $704K 0.21% 0 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 14,119 shares; 2024Q2: 13,894 shares; 2024Q3: 13,941 shares; 2024Q4: 28,430 shares; 2025Q1: 28,822 shares; 2025Q2: 27,955 shares; 2025Q3: 28,212 shares; 2025Q4: 28,926 shares 28,926 $695K 0.21% +714 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; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,881 shares; 2025Q3: 1,881 shares; 2025Q4: 2,041 shares 2,041 $643K 0.19% +160 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,935 shares 6,935 $620K 0.18% new 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; 2024Q1: 10,767 shares; 2024Q2: 10,767 shares; 2024Q3: 10,767 shares; 2024Q4: 10,894 shares; 2025Q1: 10,791 shares; 2025Q2: 10,833 shares; 2025Q3: 10,833 shares; 2025Q4: 11,231 shares 11,231 $618K 0.18% +398 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 1,153 shares; 2024Q2: 1,153 shares; 2024Q3: 914 shares; 2024Q4: 914 shares; 2025Q1: 1,255 shares; 2025Q2: 2,012 shares; 2025Q3: 2,012 shares; 2025Q4: 1,937 shares 1,937 $585K 0.17% -75 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 1,175 shares; 2024Q2: 1,206 shares; 2024Q3: 1,182 shares; 2024Q4: 1,186 shares; 2025Q1: 1,187 shares; 2025Q2: 1,190 shares; 2025Q3: 1,191 shares; 2025Q4: 1,192 shares 1,192 $555K 0.17% +1 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 1,846 shares; 2024Q2: 1,572 shares; 2024Q3: 1,572 shares; 2024Q4: 1,572 shares; 2025Q1: 1,572 shares; 2025Q2: 1,572 shares; 2025Q3: 1,588 shares; 2025Q4: 1,611 shares 1,611 $553K 0.16% +23 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 832 shares; 2024Q2: 806 shares; 2024Q3: 827 shares; 2024Q4: 821 shares; 2025Q1: 822 shares; 2025Q2: 802 shares; 2025Q3: 779 shares; 2025Q4: 948 shares 948 $541K 0.16% +169 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; 2024Q1: 3,665 shares; 2024Q2: 3,729 shares; 2024Q3: 3,835 shares; 2024Q4: 3,752 shares; 2025Q1: 3,832 shares; 2025Q2: 3,764 shares; 2025Q3: 3,789 shares; 2025Q4: 4,440 shares 4,440 $534K 0.16% +651 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 2,824 shares; 2024Q2: 2,822 shares; 2024Q3: 6,925 shares; 2024Q4: 6,539 shares; 2025Q1: 6,608 shares; 2025Q2: 6,517 shares; 2025Q3: 6,471 shares; 2025Q4: 6,471 shares 6,471 $522K 0.16% 0 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,485 shares 1,485 $514K 0.15% new 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; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 276 shares; 2025Q3: 342 shares; 2025Q4: 768 shares 768 $507K 0.15% +426 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 11,958 shares; 2024Q2: 12,006 shares; 2024Q3: 12,299 shares; 2024Q4: 13,198 shares; 2025Q1: 14,072 shares; 2025Q2: 13,954 shares; 2025Q3: 14,486 shares; 2025Q4: 15,400 shares 15,400 $504K 0.15% +914 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; 2024Q1: 4,451 shares; 2024Q2: 4,535 shares; 2024Q3: 4,677 shares; 2024Q4: 13,480 shares; 2025Q1: 21,063 shares; 2025Q2: 18,499 shares; 2025Q3: 18,260 shares; 2025Q4: 17,454 shares 17,454 $479K 0.14% -806 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 798 shares; 2024Q2: 818 shares; 2024Q3: 852 shares; 2024Q4: 850 shares; 2025Q1: 581 shares; 2025Q2: 595 shares; 2025Q3: 593 shares; 2025Q4: 1,273 shares 1,273 $446K 0.13% +680 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; 2024Q1: 10,775 shares; 2024Q2: 10,775 shares; 2024Q3: 10,824 shares; 2024Q4: 10,868 shares; 2025Q1: 10,869 shares; 2025Q2: 10,863 shares; 2025Q3: 10,851 shares; 2025Q4: 10,740 shares 10,740 $437K 0.13% -111 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 1,800 shares; 2024Q2: 1,800 shares; 2024Q3: 1,834 shares; 2024Q4: 1,838 shares; 2025Q1: 1,539 shares; 2025Q2: 1,525 shares; 2025Q3: 1,528 shares; 2025Q4: 1,856 shares 1,856 $424K 0.13% +328 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; 2024Q1: 6,034 shares; 2024Q2: 6,034 shares; 2024Q3: 6,034 shares; 2024Q4: 6,034 shares; 2025Q1: 6,417 shares; 2025Q2: 6,083 shares; 2025Q3: 5,711 shares; 2025Q4: 7,619 shares 7,619 $410K 0.12% +1,908 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; 2024Q1: 3,084 shares; 2024Q2: 2,884 shares; 2024Q3: 2,884 shares; 2024Q4: 11,537 shares; 2025Q1: 11,162 shares; 2025Q2: 11,231 shares; 2025Q3: 12,898 shares; 2025Q4: 12,305 shares 12,305 $401K 0.12% -593 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: 1,513 shares; 2024Q3: 1,535 shares; 2024Q4: 1,525 shares; 2025Q1: 1,509 shares; 2025Q2: 1,519 shares; 2025Q3: 1,519 shares; 2025Q4: 1,989 shares 1,989 $388K 0.12% +470 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,170 shares; 2025Q2: 1,848 shares; 2025Q3: 1,909 shares; 2025Q4: 1,909 shares 1,909 $381K 0.11% 0 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 1,800 shares; 2024Q2: 1,800 shares; 2024Q3: 1,810 shares; 2024Q4: 1,810 shares; 2025Q1: 1,806 shares; 2025Q2: 1,800 shares; 2025Q3: 1,800 shares; 2025Q4: 1,800 shares 1,800 $376K 0.11% 0 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,192 shares; 2025Q3: 2,998 shares; 2025Q4: 2,998 shares 2,998 $370K 0.11% 0 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 500 shares; 2024Q2: 500 shares; 2024Q3: 503 shares; 2024Q4: 503 shares; 2025Q1: 503 shares; 2025Q2: 503 shares; 2025Q3: 503 shares; 2025Q4: 744 shares 744 $365K 0.11% +241 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; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,757 shares; 2025Q3: 4,757 shares; 2025Q4: 7,751 shares 7,751 $363K 0.11% +2,994 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; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,609 shares 5,609 $350K 0.1% new 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; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 319 shares 319 $343K 0.1% new 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; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,214 shares 2,214 $340K 0.1% new 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; 2024Q1: 1,827 shares; 2024Q2: 1,829 shares; 2024Q3: 1,843 shares; 2024Q4: 1,846 shares; 2025Q1: 1,445 shares; 2025Q2: 1,429 shares; 2025Q3: 1,431 shares; 2025Q4: 1,409 shares 1,409 $340K 0.1% -22 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 787 shares; 2024Q4: 727 shares; 2025Q1: not reported; 2025Q2: 764 shares; 2025Q3: 770 shares; 2025Q4: 752 shares 752 $338K 0.1% -18 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,660 shares 2,660 $296K 0.09% new Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 2,521 shares; 2024Q2: 2,531 shares; 2024Q3: 2,564 shares; 2024Q4: 2,545 shares; 2025Q1: 2,224 shares; 2025Q2: 2,041 shares; 2025Q3: 2,069 shares; 2025Q4: 2,060 shares 2,060 $296K 0.09% -9 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 2,123 shares; 2024Q2: not reported; 2024Q3: 1,893 shares; 2024Q4: 1,902 shares; 2025Q1: 1,604 shares; 2025Q2: 1,606 shares; 2025Q3: 1,607 shares; 2025Q4: 2,272 shares 2,272 $285K 0.08% +665 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 1,838 shares; 2024Q2: 1,838 shares; 2024Q3: 1,838 shares; 2024Q4: 1,838 shares; 2025Q1: 1,838 shares; 2025Q2: 1,994 shares; 2025Q3: 2,057 shares; 2025Q4: 2,007 shares 2,007 $279K 0.08% -50 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,962 shares; 2025Q2: 2,047 shares; 2025Q3: 2,068 shares; 2025Q4: 2,068 shares 2,068 $276K 0.08% 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; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,261 shares 2,261 $272K 0.08% new 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; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,547 shares; 2025Q4: 1,547 shares 1,547 $265K 0.08% 0 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 921 shares; 2025Q3: 921 shares; 2025Q4: 921 shares 921 $257K 0.08% 0 Timeline MYCG SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,000 shares 10,000 $250K 0.07% new Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 819 shares 819 $249K 0.07% new Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,677 shares; 2025Q3: 1,677 shares; 2025Q4: 1,678 shares 1,678 $237K 0.07% +1 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,420 shares; 2025Q4: 1,631 shares 1,631 $230K 0.07% +211 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; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,255 shares 3,255 $228K 0.07% 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; 2024Q1: 1,523 shares; 2024Q2: 1,527 shares; 2024Q3: 1,582 shares; 2024Q4: 1,571 shares; 2025Q1: 1,244 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,550 shares 1,550 $222K 0.07% new 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; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,763 shares 2,763 $222K 0.07% new 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; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 226 shares; 2024Q4: 226 shares; 2025Q1: 219 shares; 2025Q2: 227 shares; 2025Q3: 226 shares; 2025Q4: 253 shares 253 $219K 0.07% +27 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; 2024Q1: 1,400 shares; 2024Q2: 1,400 shares; 2024Q3: 1,400 shares; 2024Q4: 1,252 shares; 2025Q1: 1,252 shares; 2025Q2: 1,252 shares; 2025Q3: 1,228 shares; 2025Q4: 983 shares 983 $216K 0.06% -245 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 422 shares 422 $215K 0.06% new Timeline