IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 223,114 shares; 2023Q4: 227,866 shares; 2024Q1: 225,853 shares; 2024Q2: 229,930 shares; 2024Q3: 230,953 shares; 2024Q4: 229,428 shares; 2025Q1: 225,017 shares; 2025Q2: 221,192 shares 221,192 $75.1M 16.5% -3,825 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 141,251 shares; 2023Q4: 151,086 shares; 2024Q1: 151,809 shares; 2024Q2: 156,501 shares; 2024Q3: 160,662 shares; 2024Q4: 163,292 shares; 2025Q1: 166,866 shares; 2025Q2: 168,122 shares 168,122 $36.3M 7.97% +1,256 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 293,928 shares; 2023Q4: 302,068 shares; 2024Q1: 307,456 shares; 2024Q2: 324,100 shares; 2024Q3: 336,217 shares; 2024Q4: 355,409 shares; 2025Q1: 351,031 shares; 2025Q2: 348,561 shares 348,561 $31.2M 6.85% -2,470 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 292,851 shares; 2024Q3: 310,073 shares; 2024Q4: 322,175 shares; 2025Q1: 321,237 shares; 2025Q2: 324,216 shares 324,216 $31.1M 6.82% +2,979 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 212,392 shares; 2023Q4: 233,031 shares; 2024Q1: 239,751 shares; 2024Q2: 247,614 shares; 2024Q3: 258,739 shares; 2024Q4: 264,795 shares; 2025Q1: 268,184 shares; 2025Q2: 272,892 shares 272,892 $27.1M 5.95% +4,708 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; 2023Q3: 544,850 shares; 2023Q4: 456,171 shares; 2024Q1: 474,195 shares; 2024Q2: 498,587 shares; 2024Q3: 526,698 shares; 2024Q4: 556,905 shares; 2025Q1: 570,439 shares; 2025Q2: 582,759 shares 582,759 $27M 5.93% +12,320 Timeline QQQM 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; 2023Q3: 112,423 shares; 2023Q4: 114,152 shares; 2024Q1: 112,921 shares; 2024Q2: 112,524 shares; 2024Q3: 112,257 shares; 2024Q4: 111,904 shares; 2025Q1: 109,488 shares; 2025Q2: 109,567 shares 109,567 $24.9M 5.47% +79 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; 2023Q3: 348,318 shares; 2023Q4: 343,520 shares; 2024Q1: 344,590 shares; 2024Q2: 340,596 shares; 2024Q3: 337,082 shares; 2024Q4: 341,657 shares; 2025Q1: 344,366 shares; 2025Q2: 358,942 shares 358,942 $20.5M 4.5% +14,576 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 159,827 shares; 2023Q4: 164,647 shares; 2024Q1: 170,211 shares; 2024Q2: 176,417 shares; 2024Q3: 187,884 shares; 2024Q4: 194,852 shares; 2025Q1: 194,417 shares; 2025Q2: 197,185 shares 197,185 $20.3M 4.46% +2,768 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; 2023Q3: 29,881 shares; 2023Q4: 29,104 shares; 2024Q1: 27,738 shares; 2024Q2: 26,979 shares; 2024Q3: 26,378 shares; 2024Q4: 25,596 shares; 2025Q1: 25,097 shares; 2025Q2: 26,919 shares 26,919 $15.3M 3.37% +1,822 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; 2023Q3: 40,730 shares; 2023Q4: 40,347 shares; 2024Q1: 42,350 shares; 2024Q2: 42,110 shares; 2024Q3: 41,942 shares; 2024Q4: 41,982 shares; 2025Q1: 42,141 shares; 2025Q2: 48,795 shares 48,795 $11.6M 2.55% +6,654 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 141,888 shares; 2023Q4: 151,803 shares; 2024Q1: 157,064 shares; 2024Q2: 164,365 shares; 2024Q3: 169,297 shares; 2024Q4: 175,814 shares; 2025Q1: 178,713 shares; 2025Q2: 183,993 shares 183,993 $11M 2.43% +5,280 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 106,890 shares; 2023Q4: 112,492 shares; 2024Q1: 114,676 shares; 2024Q2: 116,895 shares; 2024Q3: 123,279 shares; 2024Q4: 123,804 shares; 2025Q1: 123,983 shares; 2025Q2: 126,148 shares 126,148 $10M 2.2% +2,165 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 70,467 shares; 2023Q4: 70,582 shares; 2024Q1: 71,358 shares; 2024Q2: 71,759 shares; 2024Q3: 71,318 shares; 2024Q4: 69,982 shares; 2025Q1: 69,401 shares; 2025Q2: 70,855 shares 70,855 $9.59M 2.11% +1,454 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; 2023Q3: 88,823 shares; 2023Q4: 80,141 shares; 2024Q1: 80,465 shares; 2024Q2: 82,544 shares; 2024Q3: 84,937 shares; 2024Q4: 85,822 shares; 2025Q1: 87,738 shares; 2025Q2: 89,444 shares 89,444 $7.97M 1.75% +1,706 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 61,700 shares; 2023Q4: 65,562 shares; 2024Q1: 67,387 shares; 2024Q2: 70,213 shares; 2024Q3: 74,098 shares; 2024Q4: 75,667 shares; 2025Q1: 77,639 shares; 2025Q2: 79,870 shares 79,870 $6.62M 1.46% +2,231 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 8,410 shares; 2023Q4: 72,154 shares; 2024Q1: 70,943 shares; 2024Q2: 70,795 shares; 2024Q3: 69,250 shares; 2024Q4: 67,930 shares; 2025Q1: 66,206 shares; 2025Q2: 66,555 shares 66,555 $6.25M 1.37% +349 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; 2023Q3: 12,878 shares; 2023Q4: 12,879 shares; 2024Q1: 18,380 shares; 2024Q2: 18,291 shares; 2024Q3: 18,132 shares; 2024Q4: 20,792 shares; 2025Q1: 20,582 shares; 2025Q2: 19,764 shares 19,764 $6.03M 1.32% -818 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 45,053 shares; 2023Q4: 44,565 shares; 2024Q1: 43,632 shares; 2024Q2: 24,689 shares; 2024Q3: 24,295 shares; 2024Q4: 30,464 shares; 2025Q1: 26,488 shares; 2025Q2: 25,729 shares 25,729 $5.28M 1.16% -759 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 103,194 shares; 2023Q4: 109,173 shares; 2024Q1: 112,602 shares; 2024Q2: 114,604 shares; 2024Q3: 114,069 shares; 2024Q4: 116,967 shares; 2025Q1: 118,454 shares; 2025Q2: 117,432 shares 117,432 $4.85M 1.07% -1,022 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 2,930 shares; 2023Q4: 2,697 shares; 2024Q1: 2,801 shares; 2024Q2: 2,801 shares; 2024Q3: 2,801 shares; 2024Q4: 2,485 shares; 2025Q1: 2,485 shares; 2025Q2: 6,746 shares 6,746 $4.19M 0.92% +4,261 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 7,200 shares; 2024Q4: 12,750 shares; 2025Q1: 12,173 shares; 2025Q2: 14,815 shares 14,815 $4.08M 0.9% +2,642 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 49,661 shares; 2023Q4: 53,635 shares; 2024Q1: 57,039 shares; 2024Q2: 59,672 shares; 2024Q3: 60,229 shares; 2024Q4: 73,928 shares; 2025Q1: 78,190 shares; 2025Q2: 76,859 shares 76,859 $3.65M 0.8% -1,331 Timeline SCHK SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 64,300 shares; 2023Q4: 64,300 shares; 2024Q1: 60,064 shares; 2024Q2: 60,064 shares; 2024Q3: 60,064 shares; 2024Q4: 120,127 shares; 2025Q1: 120,127 shares; 2025Q2: 116,215 shares 116,215 $3.47M 0.76% -3,912 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 8,135 shares; 2023Q4: 8,194 shares; 2024Q1: 8,204 shares; 2024Q2: 6,844 shares; 2024Q3: 6,794 shares; 2024Q4: 6,765 shares; 2025Q1: 6,761 shares; 2025Q2: 6,724 shares 6,724 $3.34M 0.73% -37 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 29,871 shares; 2023Q4: 32,496 shares; 2024Q1: 33,206 shares; 2024Q2: 35,351 shares; 2024Q3: 35,214 shares; 2024Q4: 35,452 shares; 2025Q1: 38,954 shares; 2025Q2: 37,245 shares 37,245 $3.32M 0.73% -1,709 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 85,409 shares; 2024Q2: 85,409 shares; 2024Q3: 85,409 shares; 2024Q4: 84,709 shares; 2025Q1: 84,709 shares; 2025Q2: 84,709 shares 84,709 $3.04M 0.67% 0 Timeline SUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 59,875 shares; 2023Q4: 62,623 shares; 2024Q1: 66,767 shares; 2024Q2: 68,490 shares; 2024Q3: 68,882 shares; 2024Q4: 87,389 shares; 2025Q1: 88,668 shares; 2025Q2: 86,192 shares 86,192 $2.17M 0.48% -2,476 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; 2023Q3: 8,055 shares; 2023Q4: 8,507 shares; 2024Q1: 8,507 shares; 2024Q2: 8,507 shares; 2024Q3: 8,507 shares; 2024Q4: 8,464 shares; 2025Q1: 8,464 shares; 2025Q2: 8,347 shares 8,347 $2.11M 0.46% -117 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 21,286 shares; 2024Q2: 20,688 shares; 2024Q3: 20,688 shares; 2024Q4: 26,794 shares; 2025Q1: 26,703 shares; 2025Q2: 25,754 shares 25,754 $1.9M 0.42% -949 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 1,178 shares; 2023Q4: 1,218 shares; 2024Q1: 1,218 shares; 2024Q2: 12,180 shares; 2024Q3: 12,180 shares; 2024Q4: 12,180 shares; 2025Q1: 11,923 shares; 2025Q2: 11,914 shares 11,914 $1.88M 0.41% -9 Timeline DMXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 26,690 shares; 2023Q4: 26,090 shares; 2024Q1: 25,866 shares; 2024Q2: 25,404 shares; 2024Q3: 25,404 shares; 2024Q4: 24,703 shares; 2025Q1: 24,703 shares; 2025Q2: 24,703 shares 24,703 $1.84M 0.4% 0 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 10,181 shares; 2023Q4: 10,134 shares; 2024Q1: 10,927 shares; 2024Q2: 10,532 shares; 2024Q3: 10,158 shares; 2024Q4: 9,214 shares; 2025Q1: 8,845 shares; 2025Q2: 8,845 shares 8,845 $1.72M 0.38% 0 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; 2023Q3: 2,543 shares; 2023Q4: 2,868 shares; 2024Q1: 3,033 shares; 2024Q2: 2,868 shares; 2024Q3: 2,723 shares; 2024Q4: 2,685 shares; 2025Q1: 2,552 shares; 2025Q2: 2,552 shares 2,552 $1.58M 0.35% 0 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; 2023Q3: 27,794 shares; 2023Q4: 18,777 shares; 2024Q1: 18,815 shares; 2024Q2: 11,728 shares; 2024Q3: 13,713 shares; 2024Q4: 23,900 shares; 2025Q1: 25,214 shares; 2025Q2: 25,325 shares 25,325 $1.51M 0.33% +111 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: 15,172 shares; 2024Q1: 15,283 shares; 2024Q2: 15,523 shares; 2024Q3: 15,559 shares; 2024Q4: 15,735 shares; 2025Q1: 15,714 shares; 2025Q2: 15,979 shares 15,979 $1.51M 0.33% +265 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; 2023Q3: 4,076 shares; 2023Q4: 4,078 shares; 2024Q1: 4,082 shares; 2024Q2: 3,782 shares; 2024Q3: 2,574 shares; 2024Q4: 2,574 shares; 2025Q1: 2,574 shares; 2025Q2: 3,110 shares 3,110 $1.51M 0.33% +536 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 7,572 shares; 2023Q4: 7,720 shares; 2024Q1: 7,738 shares; 2024Q2: 6,921 shares; 2024Q3: 6,866 shares; 2024Q4: 6,818 shares; 2025Q1: 6,743 shares; 2025Q2: 7,042 shares 7,042 $1.24M 0.27% +299 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 13,063 shares; 2023Q4: 12,127 shares; 2024Q1: 12,127 shares; 2024Q2: 11,907 shares; 2024Q3: 11,863 shares; 2024Q4: 9,418 shares; 2025Q1: 9,418 shares; 2025Q2: 9,217 shares 9,217 $1.17M 0.26% -201 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 6,597 shares; 2023Q4: 6,597 shares; 2024Q1: 6,520 shares; 2024Q2: 6,520 shares; 2024Q3: 6,520 shares; 2024Q4: 5,905 shares; 2025Q1: 5,905 shares; 2025Q2: 5,905 shares 5,905 $1.08M 0.24% 0 Timeline XLF 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; 2023Q3: 20,288 shares; 2023Q4: 20,288 shares; 2024Q1: 20,229 shares; 2024Q2: 20,229 shares; 2024Q3: 20,229 shares; 2024Q4: 20,229 shares; 2025Q1: 20,229 shares; 2025Q2: 20,229 shares 20,229 $1.06M 0.23% 0 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 5,444 shares; 2023Q4: 5,438 shares; 2024Q1: 5,412 shares; 2024Q2: 5,412 shares; 2024Q3: 5,395 shares; 2024Q4: 5,325 shares; 2025Q1: 5,325 shares; 2025Q2: 5,295 shares 5,295 $844K 0.19% -30 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 3,692 shares; 2023Q4: 3,734 shares; 2024Q1: 3,765 shares; 2024Q2: 3,765 shares; 2024Q3: 3,765 shares; 2024Q4: 3,865 shares; 2025Q1: 3,814 shares; 2025Q2: 3,795 shares 3,795 $830K 0.18% -19 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 752 shares; 2023Q4: 752 shares; 2024Q1: 752 shares; 2024Q2: 752 shares; 2024Q3: 752 shares; 2024Q4: 613 shares; 2025Q1: 613 shares; 2025Q2: 613 shares 613 $821K 0.18% 0 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; 2023Q3: 1,108 shares; 2023Q4: 1,108 shares; 2024Q1: 1,108 shares; 2024Q2: 1,108 shares; 2024Q3: 1,108 shares; 2024Q4: 1,108 shares; 2025Q1: 1,108 shares; 2025Q2: 1,108 shares 1,108 $735K 0.16% 0 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; 2023Q3: 10,914 shares; 2023Q4: 10,919 shares; 2024Q1: 10,928 shares; 2024Q2: 9,876 shares; 2024Q3: 12,559 shares; 2024Q4: 10,321 shares; 2025Q1: 10,321 shares; 2025Q2: 10,321 shares 10,321 $716K 0.16% 0 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 12,545 shares; 2023Q4: 14,155 shares; 2024Q1: 15,190 shares; 2024Q2: 16,492 shares; 2024Q3: 16,492 shares; 2024Q4: 17,687 shares; 2025Q1: 18,441 shares; 2025Q2: 18,239 shares 18,239 $714K 0.16% -202 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 2,299 shares; 2023Q4: 2,299 shares; 2024Q1: 2,299 shares; 2024Q2: 2,299 shares; 2024Q3: 2,299 shares; 2024Q4: 2,299 shares; 2025Q1: 2,299 shares; 2025Q2: 2,299 shares 2,299 $628K 0.14% 0 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; 2023Q3: 1,059 shares; 2023Q4: 1,059 shares; 2024Q1: 1,059 shares; 2024Q2: 674 shares; 2024Q3: 674 shares; 2024Q4: 598 shares; 2025Q1: 598 shares; 2025Q2: 598 shares 598 $592K 0.13% 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; 2023Q3: 2,980 shares; 2023Q4: 3,120 shares; 2024Q1: 3,120 shares; 2024Q2: 3,120 shares; 2024Q3: 2,970 shares; 2024Q4: 2,739 shares; 2025Q1: 2,692 shares; 2025Q2: 2,686 shares 2,686 $589K 0.13% -6 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 1,426 shares; 2023Q4: 1,161 shares; 2024Q1: 1,137 shares; 2024Q2: 1,137 shares; 2024Q3: 1,111 shares; 2024Q4: 1,099 shares; 2025Q1: 1,099 shares; 2025Q2: 1,099 shares 1,099 $560K 0.12% 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; 2023Q3: 3,659 shares; 2023Q4: 3,659 shares; 2024Q1: 3,600 shares; 2024Q2: 3,413 shares; 2024Q3: 3,971 shares; 2024Q4: 5,124 shares; 2025Q1: 3,682 shares; 2025Q2: 3,632 shares 3,632 $555K 0.12% -50 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; 2023Q3: 6,426 shares; 2023Q4: 7,581 shares; 2024Q1: 7,581 shares; 2024Q2: 7,581 shares; 2024Q3: 7,581 shares; 2024Q4: 22,743 shares; 2025Q1: 22,206 shares; 2025Q2: 22,206 shares 22,206 $543K 0.12% 0 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 1,487 shares; 2023Q4: 1,487 shares; 2024Q1: 1,487 shares; 2024Q2: 1,487 shares; 2024Q3: 1,487 shares; 2024Q4: 1,487 shares; 2025Q1: 1,487 shares; 2025Q2: 1,487 shares 1,487 $539K 0.12% 0 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 2,121 shares; 2024Q2: 2,121 shares; 2024Q3: 2,121 shares; 2024Q4: 2,209 shares; 2025Q1: 2,210 shares; 2025Q2: 2,714 shares 2,714 $530K 0.12% +504 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 3,550 shares; 2023Q4: 3,550 shares; 2024Q1: 3,550 shares; 2024Q2: 2,850 shares; 2024Q3: 2,850 shares; 2024Q4: 2,850 shares; 2025Q1: 2,850 shares; 2025Q2: 2,850 shares 2,850 $506K 0.11% 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,608 shares 5,608 $468K 0.1% new 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; 2023Q3: 3,869 shares; 2023Q4: 3,858 shares; 2024Q1: 3,934 shares; 2024Q2: 4,058 shares; 2024Q3: 3,885 shares; 2024Q4: 3,738 shares; 2025Q1: 3,738 shares; 2025Q2: 3,738 shares 3,738 $464K 0.1% 0 Timeline STPZ PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 16,249 shares; 2023Q4: 16,128 shares; 2024Q1: 15,212 shares; 2024Q2: 15,021 shares; 2024Q3: 10,383 shares; 2024Q4: 9,158 shares; 2025Q1: 8,748 shares; 2025Q2: 8,294 shares 8,294 $446K 0.1% -454 Timeline HEDJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 8,877 shares; 2023Q4: 8,897 shares; 2024Q1: 8,897 shares; 2024Q2: 9,057 shares; 2024Q3: 9,449 shares; 2024Q4: 9,487 shares; 2025Q1: 9,344 shares; 2025Q2: 9,163 shares 9,163 $441K 0.1% -181 Timeline XLV 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; 2023Q3: 3,055 shares; 2023Q4: 3,055 shares; 2024Q1: 3,055 shares; 2024Q2: 3,055 shares; 2024Q3: 3,055 shares; 2024Q4: 3,055 shares; 2025Q1: 3,055 shares; 2025Q2: 3,055 shares 3,055 $412K 0.09% 0 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 1,386 shares; 2023Q4: 1,386 shares; 2024Q1: 4,178 shares; 2024Q2: 4,178 shares; 2024Q3: 4,178 shares; 2024Q4: 4,178 shares; 2025Q1: 4,178 shares; 2025Q2: 4,178 shares 4,178 $409K 0.09% 0 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 4,503 shares; 2023Q4: 3,951 shares; 2024Q1: 3,952 shares; 2024Q2: 3,447 shares; 2024Q3: 3,447 shares; 2024Q4: 3,360 shares; 2025Q1: 3,361 shares; 2025Q2: 3,361 shares 3,361 $390K 0.09% 0 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 10,142 shares; 2024Q2: 10,142 shares; 2024Q3: 10,142 shares; 2024Q4: 10,142 shares; 2025Q1: 10,142 shares; 2025Q2: 12,949 shares 12,949 $390K 0.09% +2,807 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; 2023Q3: 1,194 shares; 2023Q4: 1,194 shares; 2024Q1: 1,191 shares; 2024Q2: 1,191 shares; 2024Q3: 1,191 shares; 2024Q4: 1,191 shares; 2025Q1: 1,191 shares; 2025Q2: 1,191 shares 1,191 $369K 0.08% 0 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 1,917 shares; 2023Q4: 1,917 shares; 2024Q1: 1,917 shares; 2024Q2: 1,846 shares; 2024Q3: 1,846 shares; 2024Q4: 1,825 shares; 2025Q1: 1,748 shares; 2025Q2: 1,748 shares 1,748 $359K 0.08% 0 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; 2023Q3: 2,160 shares; 2023Q4: 2,148 shares; 2024Q1: 2,148 shares; 2024Q2: 2,148 shares; 2024Q3: 1,734 shares; 2024Q4: 1,734 shares; 2025Q1: 1,740 shares; 2025Q2: 1,740 shares 1,740 $335K 0.07% 0 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; 2023Q3: 619 shares; 2023Q4: 616 shares; 2024Q1: 615 shares; 2024Q2: 615 shares; 2024Q3: 615 shares; 2024Q4: 615 shares; 2025Q1: 615 shares; 2025Q2: 584 shares 584 $323K 0.07% -31 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 2,664 shares; 2023Q4: 2,664 shares; 2024Q1: 2,664 shares; 2024Q2: 2,664 shares; 2024Q3: 2,664 shares; 2024Q4: 2,664 shares; 2025Q1: 2,664 shares; 2025Q2: 2,905 shares 2,905 $317K 0.07% +241 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 1,151 shares; 2023Q4: 1,151 shares; 2024Q1: 1,151 shares; 2024Q2: 1,151 shares; 2024Q3: 1,128 shares; 2024Q4: 1,128 shares; 2025Q1: 1,128 shares; 2025Q2: 1,084 shares 1,084 $317K 0.07% -44 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; 2023Q3: 1,481 shares; 2023Q4: not reported; 2024Q1: 1,064 shares; 2024Q2: 1,064 shares; 2024Q3: 1,064 shares; 2024Q4: 1,064 shares; 2025Q1: 1,064 shares; 2025Q2: 1,064 shares 1,064 $308K 0.07% 0 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,259 shares 3,259 $300K 0.07% 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; 2023Q3: 382 shares; 2023Q4: 382 shares; 2024Q1: 382 shares; 2024Q2: 382 shares; 2024Q3: 382 shares; 2024Q4: 382 shares; 2025Q1: 382 shares; 2025Q2: 382 shares 382 $298K 0.07% 0 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 2,478 shares; 2023Q4: not reported; 2024Q1: 1,778 shares; 2024Q2: not reported; 2024Q3: 2,170 shares; 2024Q4: 2,170 shares; 2025Q1: 2,170 shares; 2025Q2: 2,170 shares 2,170 $295K 0.06% 0 Timeline REET ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,206 shares 11,206 $277K 0.06% new Timeline CGW 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; 2023Q3: 4,416 shares; 2023Q4: 4,416 shares; 2024Q1: 4,416 shares; 2024Q2: 4,416 shares; 2024Q3: 4,416 shares; 2024Q4: 4,416 shares; 2025Q1: 4,416 shares; 2025Q2: 4,416 shares 4,416 $276K 0.06% 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,392 shares 12,392 $274K 0.06% new Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,117 shares; 2025Q1: 1,117 shares; 2025Q2: 1,117 shares 1,117 $271K 0.06% 0 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: 1,787 shares; 2024Q1: 1,787 shares; 2024Q2: 1,787 shares; 2024Q3: 1,787 shares; 2024Q4: 1,787 shares; 2025Q1: 1,787 shares; 2025Q2: 1,787 shares 1,787 $267K 0.06% 0 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 460 shares 460 $261K 0.06% new Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 735 shares 735 $248K 0.05% new Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 318 shares; 2025Q2: 318 shares 318 $233K 0.05% 0 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,151 shares 5,151 $220K 0.05% new 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 486 shares 486 $213K 0.05% 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 203 shares; 2025Q1: not reported; 2025Q2: 203 shares 203 $213K 0.05% new Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,128 shares; 2024Q4: 1,171 shares; 2025Q1: 1,171 shares; 2025Q2: 1,171 shares 1,171 $213K 0.05% 0 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,644 shares 2,644 $212K 0.05% 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,228 shares; 2024Q4: not reported; 2025Q1: 2,228 shares; 2025Q2: 2,228 shares 2,228 $205K 0.04% 0 Timeline HGBL HERITAGE GLOBAL INC More: the full row for HERITAGE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 34,139 shares; 2025Q2: 34,139 shares 34,139 $75.8K 0.02% 0 Timeline