SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 35,340 shares; 2023Q2: 34,848 shares; 2023Q3: 500,940 shares; 2023Q4: 468,634 shares; 2024Q1: 468,125 shares; 2024Q2: 468,122 shares; 2024Q3: 468,118 shares; 2024Q4: 467,675 shares 467,675 $72.2M 12.31% -443 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 80,098 shares; 2023Q2: 80,207 shares; 2023Q3: 101,070 shares; 2023Q4: 232,779 shares; 2024Q1: 395,443 shares; 2024Q2: 594,300 shares; 2024Q3: 624,720 shares; 2024Q4: 649,125 shares 649,125 $65.9M 11.23% +24,405 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 380,706 shares; 2023Q2: 379,176 shares; 2023Q3: 350,186 shares; 2023Q4: 330,159 shares; 2024Q1: 330,866 shares; 2024Q2: 330,313 shares; 2024Q3: 410,353 shares; 2024Q4: 383,800 shares 383,800 $64M 10.9% -26,553 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; 2023Q1: 246,374 shares; 2023Q2: 246,505 shares; 2023Q3: 248,266 shares; 2023Q4: 229,573 shares; 2024Q1: 182,264 shares; 2024Q2: 141,459 shares; 2024Q3: 138,535 shares; 2024Q4: 137,745 shares 137,745 $56.5M 9.64% -790 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 72,236 shares; 2023Q2: 72,430 shares; 2023Q3: 80,298 shares; 2023Q4: 127,683 shares; 2024Q1: 189,378 shares; 2024Q2: 268,686 shares; 2024Q3: 279,468 shares; 2024Q4: 279,913 shares 279,913 $53.4M 9.11% +445 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; 2023Q1: 452,283 shares; 2023Q2: 457,309 shares; 2023Q3: 457,174 shares; 2023Q4: 396,301 shares; 2024Q1: 316,319 shares; 2024Q2: 238,646 shares; 2024Q3: 232,216 shares; 2024Q4: 231,153 shares 231,153 $39.1M 6.67% -1,063 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 19,523 shares; 2023Q2: 19,574 shares; 2023Q3: 19,907 shares; 2023Q4: 18,214 shares; 2024Q1: 18,190 shares; 2024Q2: 171,050 shares; 2024Q3: 171,920 shares; 2024Q4: 170,936 shares 170,936 $23M 3.91% -984 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; 2023Q1: 18,586 shares; 2023Q2: 18,663 shares; 2023Q3: 18,552 shares; 2023Q4: 18,599 shares; 2024Q1: 22,949 shares; 2024Q2: 28,179 shares; 2024Q3: 32,318 shares; 2024Q4: 32,533 shares 32,533 $16.6M 2.83% +215 Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 16,430 shares; 2023Q4: 120,126 shares; 2024Q1: 258,906 shares; 2024Q2: 270,845 shares; 2024Q3: 295,036 shares; 2024Q4: 500,695 shares 500,695 $13.6M 2.31% +205,659 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 63,128 shares; 2023Q2: 63,655 shares; 2023Q3: 61,263 shares; 2023Q4: 60,311 shares; 2024Q1: 50,987 shares; 2024Q2: 51,248 shares; 2024Q3: 52,013 shares; 2024Q4: 52,830 shares 52,830 $13.2M 2.26% +817 Timeline JIG 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; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 6,115 shares; 2023Q4: 38,939 shares; 2024Q1: 81,808 shares; 2024Q2: 130,469 shares; 2024Q3: 137,819 shares; 2024Q4: 195,541 shares 195,541 $12.2M 2.08% +57,722 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 35,114 shares; 2024Q1: 96,400 shares; 2024Q2: 243,390 shares; 2024Q3: 252,510 shares; 2024Q4: 190,646 shares 190,646 $10.6M 1.8% -61,864 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 186,396 shares; 2023Q2: 187,689 shares; 2023Q3: 187,544 shares; 2023Q4: 188,027 shares; 2024Q1: 155,810 shares; 2024Q2: 137,195 shares; 2024Q3: 133,444 shares; 2024Q4: 131,446 shares 131,446 $9.24M 1.57% -1,998 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; 2023Q1: 73,997 shares; 2023Q2: 74,967 shares; 2023Q3: 74,912 shares; 2023Q4: 83,430 shares; 2024Q1: 62,558 shares; 2024Q2: 38,668 shares; 2024Q3: 37,634 shares; 2024Q4: 37,198 shares 37,198 $8.94M 1.52% -436 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; 2023Q1: 717,705 shares; 2023Q2: 724,309 shares; 2023Q3: 718,469 shares; 2023Q4: 591,269 shares; 2024Q1: 428,210 shares; 2024Q2: 187,856 shares; 2024Q3: 161,833 shares; 2024Q4: 155,325 shares 155,325 $7.43M 1.27% -6,508 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 9,131 shares; 2023Q4: 88,841 shares; 2024Q1: 106,361 shares; 2024Q2: 145,389 shares; 2024Q3: 157,955 shares; 2024Q4: 159,067 shares 159,067 $7.19M 1.23% +1,112 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 18,927 shares; 2024Q2: 51,126 shares; 2024Q3: 48,120 shares; 2024Q4: 51,208 shares 51,208 $7.14M 1.22% +3,088 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 2,132 shares; 2023Q4: 12,911 shares; 2024Q1: 137,249 shares; 2024Q2: 184,319 shares; 2024Q3: 194,853 shares; 2024Q4: 108,066 shares 108,066 $6.73M 1.15% -86,787 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 61,600 shares; 2024Q2: 133,992 shares; 2024Q3: 114,582 shares; 2024Q4: 123,589 shares 123,589 $6.48M 1.11% +9,007 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 137,597 shares; 2023Q2: 138,008 shares; 2023Q3: 139,545 shares; 2023Q4: 136,109 shares; 2024Q1: 95,798 shares; 2024Q2: 72,280 shares; 2024Q3: 69,741 shares; 2024Q4: 121,012 shares 121,012 $6.32M 1.08% +51,271 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 9,047 shares; 2023Q2: 9,231 shares; 2023Q3: 10,083 shares; 2023Q4: 10,316 shares; 2024Q1: 10,366 shares; 2024Q2: 10,337 shares; 2024Q3: 10,639 shares; 2024Q4: 10,954 shares 10,954 $4.62M 0.79% +315 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; 2023Q1: 494,988 shares; 2023Q2: 501,582 shares; 2023Q3: 501,170 shares; 2023Q4: 337,812 shares; 2024Q1: 251,534 shares; 2024Q2: 113,717 shares; 2024Q3: 98,686 shares; 2024Q4: 96,317 shares 96,317 $4.24M 0.72% -2,369 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 35,026 shares; 2023Q2: 35,214 shares; 2023Q3: 35,202 shares; 2023Q4: 34,410 shares; 2024Q1: 34,311 shares; 2024Q2: 34,438 shares; 2024Q3: 42,680 shares; 2024Q4: 41,786 shares 41,786 $3.86M 0.66% -894 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; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 6,689 shares; 2024Q2: 13,904 shares; 2024Q3: 13,499 shares; 2024Q4: 13,557 shares 13,557 $3.58M 0.61% +58 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 778 shares; 2023Q2: 780 shares; 2023Q3: 783 shares; 2023Q4: 786 shares; 2024Q1: 788 shares; 2024Q2: 4,665 shares; 2024Q3: 5,539 shares; 2024Q4: 5,145 shares 5,145 $3.03M 0.52% -394 Timeline DFLV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 99,368 shares; 2023Q4: 103,647 shares; 2024Q1: 96,021 shares; 2024Q2: 103,888 shares; 2024Q3: 94,761 shares; 2024Q4: 95,133 shares 95,133 $2.86M 0.49% +372 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 5,237 shares; 2023Q2: 5,288 shares; 2023Q3: 5,658 shares; 2023Q4: 6,234 shares; 2024Q1: 5,746 shares; 2024Q2: 6,228 shares; 2024Q3: 6,406 shares; 2024Q4: 6,679 shares 6,679 $2.7M 0.46% +273 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 8,563 shares; 2023Q2: 8,689 shares; 2023Q3: 7,344 shares; 2023Q4: 7,302 shares; 2024Q1: 7,236 shares; 2024Q2: 7,087 shares; 2024Q3: 7,156 shares; 2024Q4: 7,239 shares 7,239 $2.29M 0.39% +83 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 17,096 shares; 2024Q1: 19,209 shares; 2024Q2: 27,161 shares; 2024Q3: 29,694 shares; 2024Q4: 24,834 shares 24,834 $2.28M 0.39% -4,860 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; 2023Q1: 27,238 shares; 2023Q2: 27,651 shares; 2023Q3: 22,003 shares; 2023Q4: 22,078 shares; 2024Q1: 21,463 shares; 2024Q2: 8,943 shares; 2024Q3: 9,418 shares; 2024Q4: 9,979 shares 9,979 $2.19M 0.37% +561 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 4,216 shares; 2023Q2: 4,178 shares; 2023Q3: 4,208 shares; 2023Q4: 4,208 shares; 2024Q1: 4,203 shares; 2024Q2: 4,185 shares; 2024Q3: 4,204 shares; 2024Q4: 4,224 shares 4,224 $2.05M 0.35% +20 Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 14,021 shares; 2023Q2: 15,952 shares; 2023Q3: 19,674 shares; 2023Q4: 21,181 shares; 2024Q1: 15,211 shares; 2024Q2: 28,686 shares; 2024Q3: 34,229 shares; 2024Q4: 35,155 shares 35,155 $2.01M 0.34% +926 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; 2023Q1: 107,101 shares; 2023Q2: 108,889 shares; 2023Q3: 58,619 shares; 2023Q4: 55,492 shares; 2024Q1: 55,618 shares; 2024Q2: 48,099 shares; 2024Q3: 48,218 shares; 2024Q4: 48,335 shares 48,335 $1.98M 0.34% +117 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 7,971 shares; 2024Q4: 7,650 shares 7,650 $1.8M 0.31% -321 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; 2023Q1: 2,385 shares; 2023Q2: 2,378 shares; 2023Q3: 2,649 shares; 2023Q4: 2,581 shares; 2024Q1: 2,611 shares; 2024Q2: 2,613 shares; 2024Q3: 2,694 shares; 2024Q4: 2,790 shares 2,790 $1.63M 0.28% +96 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 10,427 shares; 2023Q2: 10,804 shares; 2023Q3: 11,098 shares; 2023Q4: 10,997 shares; 2024Q1: 8,004 shares; 2024Q2: 8,087 shares; 2024Q3: 8,126 shares; 2024Q4: 8,396 shares 8,396 $1.6M 0.27% +270 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 75,927 shares; 2023Q2: 77,573 shares; 2023Q3: 71,460 shares; 2023Q4: 70,612 shares; 2024Q1: 68,031 shares; 2024Q2: 64,078 shares; 2024Q3: 60,061 shares; 2024Q4: 60,485 shares 60,485 $1.56M 0.27% +424 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 877 shares; 2023Q2: 903 shares; 2023Q3: 946 shares; 2023Q4: 966 shares; 2024Q1: 966 shares; 2024Q2: 974 shares; 2024Q3: 6,465 shares; 2024Q4: 6,711 shares 6,711 $1.56M 0.27% +246 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 13,148 shares; 2023Q2: 13,182 shares; 2023Q3: 13,323 shares; 2023Q4: 13,325 shares; 2024Q1: 12,937 shares; 2024Q2: 13,232 shares; 2024Q3: 13,233 shares; 2024Q4: 12,896 shares 12,896 $1.49M 0.25% -337 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; 2023Q1: 2,705 shares; 2023Q2: 2,898 shares; 2023Q3: 2,964 shares; 2023Q4: 3,000 shares; 2024Q1: 3,013 shares; 2024Q2: 3,022 shares; 2024Q3: 3,086 shares; 2024Q4: 3,216 shares 3,216 $1.46M 0.25% +130 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; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 24,896 shares; 2024Q4: 35,674 shares 35,674 $1.37M 0.23% +10,778 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; 2023Q1: not reported; 2023Q2: 945 shares; 2023Q3: not reported; 2023Q4: 2,143 shares; 2024Q1: 3,187 shares; 2024Q2: 4,633 shares; 2024Q3: 4,515 shares; 2024Q4: 4,534 shares 4,534 $1.31M 0.22% +19 Timeline JCPB 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; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 28,260 shares 28,260 $1.3M 0.22% new 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; 2023Q1: 8,183 shares; 2023Q2: 6,457 shares; 2023Q3: 6,495 shares; 2023Q4: 6,515 shares; 2024Q1: 6,532 shares; 2024Q2: 6,551 shares; 2024Q3: 6,567 shares; 2024Q4: 6,582 shares 6,582 $1.29M 0.22% +15 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 171,439 shares; 2023Q2: 174,498 shares; 2023Q3: 62,049 shares; 2023Q4: 54,793 shares; 2024Q1: 55,927 shares; 2024Q2: 36,274 shares; 2024Q3: 36,535 shares; 2024Q4: 37,150 shares 37,150 $1.26M 0.21% +615 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 5,158 shares; 2023Q2: 5,545 shares; 2023Q3: 6,202 shares; 2023Q4: 6,191 shares; 2024Q1: 6,025 shares; 2024Q2: 6,104 shares; 2024Q3: 6,304 shares; 2024Q4: 6,599 shares 6,599 $1.25M 0.21% +295 Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 6,007 shares; 2023Q4: 6,008 shares; 2024Q1: 6,007 shares; 2024Q2: 6,000 shares; 2024Q3: 6,017 shares; 2024Q4: 5,117 shares 5,117 $1.25M 0.21% -900 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 2,408 shares; 2024Q2: 10,568 shares; 2024Q3: 10,443 shares; 2024Q4: 12,476 shares 12,476 $1.16M 0.2% +2,033 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 12,153 shares; 2024Q3: 24,467 shares; 2024Q4: 27,764 shares 27,764 $1.15M 0.2% +3,297 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: 2,208 shares; 2023Q3: 2,233 shares; 2023Q4: 2,244 shares; 2024Q1: 2,243 shares; 2024Q2: 1,762 shares; 2024Q3: 1,783 shares; 2024Q4: 1,786 shares 1,786 $1.12M 0.19% +3 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 8,292 shares; 2024Q3: 10,521 shares; 2024Q4: 20,931 shares 20,931 $1.09M 0.19% +10,410 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 104,999 shares; 2024Q3: 101,711 shares; 2024Q4: 29,241 shares 29,241 $1.02M 0.17% -72,470 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 7,787 shares; 2024Q1: 8,657 shares; 2024Q2: 11,791 shares; 2024Q3: 12,642 shares; 2024Q4: 10,005 shares 10,005 $996K 0.17% -2,637 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 10,272 shares; 2024Q3: 11,802 shares; 2024Q4: 9,455 shares 9,455 $916K 0.16% -2,347 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 3,583 shares; 2024Q3: 4,796 shares; 2024Q4: 4,698 shares 4,698 $837K 0.14% -98 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 11,957 shares; 2024Q3: 15,835 shares; 2024Q4: 15,155 shares 15,155 $777K 0.13% -680 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; 2023Q1: 680 shares; 2023Q2: 723 shares; 2023Q3: 772 shares; 2023Q4: 776 shares; 2024Q1: 781 shares; 2024Q2: 785 shares; 2024Q3: 808 shares; 2024Q4: 818 shares 818 $749K 0.13% +10 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 6,098 shares; 2023Q2: 6,201 shares; 2023Q3: 7,284 shares; 2023Q4: 7,536 shares; 2024Q1: 8,141 shares; 2024Q2: 12,220 shares; 2024Q3: 11,386 shares; 2024Q4: 11,412 shares 11,412 $743K 0.13% +26 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; 2023Q1: 1,922 shares; 2023Q2: 2,259 shares; 2023Q3: 2,617 shares; 2023Q4: 2,656 shares; 2024Q1: 2,653 shares; 2024Q2: 2,679 shares; 2024Q3: 2,811 shares; 2024Q4: 2,983 shares 2,983 $715K 0.12% +172 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 1,694 shares; 2023Q2: 1,694 shares; 2023Q3: 1,694 shares; 2023Q4: 1,694 shares; 2024Q1: 1,694 shares; 2024Q2: 1,694 shares; 2024Q3: 1,694 shares; 2024Q4: 1,694 shares 1,694 $680K 0.12% 0 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 9,395 shares; 2023Q2: 8,495 shares; 2023Q3: 7,762 shares; 2023Q4: 7,801 shares; 2024Q1: 7,801 shares; 2024Q2: 6,807 shares; 2024Q3: 4,222 shares; 2024Q4: 3,222 shares 3,222 $677K 0.12% -1,000 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 1,018 shares; 2023Q2: 1,070 shares; 2023Q3: 1,176 shares; 2023Q4: 1,202 shares; 2024Q1: 1,208 shares; 2024Q2: 1,211 shares; 2024Q3: 1,261 shares; 2024Q4: 1,282 shares 1,282 $675K 0.12% +21 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 1,673 shares; 2023Q2: 1,659 shares; 2023Q3: 1,520 shares; 2023Q4: 1,751 shares; 2024Q1: 1,759 shares; 2024Q2: 1,725 shares; 2024Q3: 1,839 shares; 2024Q4: 1,886 shares 1,886 $631K 0.11% +47 Timeline IWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 7,951 shares 7,951 $628K 0.11% new Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 6,102 shares; 2023Q2: 6,102 shares; 2023Q3: 6,102 shares; 2023Q4: 6,102 shares; 2024Q1: 8,286 shares; 2024Q2: 8,286 shares; 2024Q3: 8,286 shares; 2024Q4: 8,286 shares 8,286 $619K 0.11% 0 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 25,349 shares; 2024Q1: 21,183 shares; 2024Q2: 20,516 shares; 2024Q3: 22,980 shares; 2024Q4: 10,976 shares 10,976 $567K 0.1% -12,004 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; 2023Q1: 3,034 shares; 2023Q2: 3,170 shares; 2023Q3: 3,564 shares; 2023Q4: 3,700 shares; 2024Q1: 3,632 shares; 2024Q2: 4,954 shares; 2024Q3: 5,222 shares; 2024Q4: 5,238 shares 5,238 $563K 0.1% +16 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; 2023Q1: 9,136 shares; 2023Q2: 9,445 shares; 2023Q3: 9,116 shares; 2023Q4: 8,834 shares; 2024Q1: 8,969 shares; 2024Q2: 8,543 shares; 2024Q3: 8,917 shares; 2024Q4: 9,448 shares 9,448 $559K 0.1% +531 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 8,212 shares; 2023Q2: 8,720 shares; 2023Q3: 10,240 shares; 2023Q4: 10,391 shares; 2024Q1: 6,051 shares; 2024Q2: 5,751 shares; 2024Q3: 5,352 shares; 2024Q4: 5,293 shares 5,293 $558K 0.1% -59 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; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 484 shares; 2023Q4: 570 shares; 2024Q1: 574 shares; 2024Q2: 585 shares; 2024Q3: 606 shares; 2024Q4: 656 shares 656 $506K 0.09% +50 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 3,092 shares; 2023Q2: 3,136 shares; 2023Q3: 3,314 shares; 2023Q4: 3,188 shares; 2024Q1: 3,142 shares; 2024Q2: 3,192 shares; 2024Q3: 3,295 shares; 2024Q4: 3,219 shares 3,219 $490K 0.08% -76 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; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 5,303 shares; 2024Q4: 6,436 shares 6,436 $487K 0.08% +1,133 Timeline SSNC SS&C TECH HLDGS More: the full row for SS&C TECH HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 6,422 shares; 2024Q4: 6,422 shares 6,422 $487K 0.08% 0 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; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,738 shares; 2024Q2: 1,921 shares; 2024Q3: 2,166 shares; 2024Q4: 2,331 shares 2,331 $460K 0.08% +165 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 8,292 shares; 2023Q2: 8,292 shares; 2023Q3: 8,317 shares; 2023Q4: 8,737 shares; 2024Q1: 8,870 shares; 2024Q2: 8,297 shares; 2024Q3: 7,951 shares; 2024Q4: 7,534 shares 7,534 $454K 0.08% -417 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 25,740 shares; 2023Q2: 25,264 shares; 2023Q3: 27,242 shares; 2023Q4: 14,134 shares; 2024Q1: 14,756 shares; 2024Q2: 10,342 shares; 2024Q3: 9,186 shares; 2024Q4: 9,186 shares 9,186 $451K 0.08% 0 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 5,055 shares; 2023Q2: 5,598 shares; 2023Q3: 5,638 shares; 2023Q4: 5,836 shares; 2024Q1: 6,291 shares; 2024Q2: 6,291 shares; 2024Q3: 6,291 shares; 2024Q4: 4,837 shares 4,837 $449K 0.08% -1,454 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 1,252 shares; 2023Q4: not reported; 2024Q1: 3,988 shares; 2024Q2: 4,657 shares; 2024Q3: 4,172 shares; 2024Q4: 4,470 shares 4,470 $404K 0.07% +298 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; 2023Q1: not reported; 2023Q2: 688 shares; 2023Q3: 727 shares; 2023Q4: 787 shares; 2024Q1: 811 shares; 2024Q2: 806 shares; 2024Q3: 905 shares; 2024Q4: 978 shares 978 $381K 0.06% +73 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 28,070 shares; 2023Q2: 28,648 shares; 2023Q3: 31,205 shares; 2023Q4: 13,239 shares; 2024Q1: 11,309 shares; 2024Q2: 6,370 shares; 2024Q3: 4,914 shares; 2024Q4: 4,914 shares 4,914 $380K 0.06% 0 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 3,378 shares; 2023Q2: 3,401 shares; 2023Q3: 3,515 shares; 2023Q4: 3,459 shares; 2024Q1: 3,460 shares; 2024Q2: 3,081 shares; 2024Q3: 3,134 shares; 2024Q4: 3,168 shares 3,168 $367K 0.06% +34 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; 2023Q1: 642 shares; 2023Q2: 623 shares; 2023Q3: 623 shares; 2023Q4: 623 shares; 2024Q1: 623 shares; 2024Q2: 623 shares; 2024Q3: 623 shares; 2024Q4: 623 shares 623 $365K 0.06% 0 Timeline PRF 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; 2023Q1: 1,804 shares; 2023Q2: 1,800 shares; 2023Q3: 9,000 shares; 2023Q4: 9,000 shares; 2024Q1: 9,000 shares; 2024Q2: 9,000 shares; 2024Q3: 9,000 shares; 2024Q4: 9,000 shares 9,000 $363K 0.06% 0 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 5,630 shares 5,630 $363K 0.06% new Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 5,189 shares 5,189 $328K 0.06% new 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; 2023Q1: not reported; 2023Q2: 490 shares; 2023Q3: 581 shares; 2023Q4: 616 shares; 2024Q1: 549 shares; 2024Q2: 561 shares; 2024Q3: 617 shares; 2024Q4: 647 shares 647 $327K 0.06% +30 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 310 shares; 2024Q3: 332 shares; 2024Q4: 358 shares 358 $319K 0.05% +26 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,909 shares; 2024Q3: 2,134 shares; 2024Q4: 1,969 shares 1,969 $314K 0.05% -165 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; 2023Q1: 2,019 shares; 2023Q2: 2,068 shares; 2023Q3: 2,383 shares; 2023Q4: not reported; 2024Q1: 1,353 shares; 2024Q2: 1,369 shares; 2024Q3: 1,488 shares; 2024Q4: 1,803 shares 1,803 $302K 0.05% +315 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; 2023Q1: 49,531 shares; 2023Q2: 48,340 shares; 2023Q3: 53,579 shares; 2023Q4: 19,602 shares; 2024Q1: 16,928 shares; 2024Q2: 7,513 shares; 2024Q3: 3,597 shares; 2024Q4: 3,597 shares 3,597 $289K 0.05% 0 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; 2023Q1: 4,918 shares; 2023Q2: 4,918 shares; 2023Q3: 4,918 shares; 2023Q4: 4,918 shares; 2024Q1: 4,918 shares; 2024Q2: 3,993 shares; 2024Q3: 3,993 shares; 2024Q4: 3,993 shares 3,993 $280K 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; 2023Q1: 18,242 shares; 2023Q2: 18,552 shares; 2023Q3: 18,242 shares; 2023Q4: 18,242 shares; 2024Q1: 18,242 shares; 2024Q2: 18,242 shares; 2024Q3: 18,242 shares; 2024Q4: 18,242 shares 18,242 $276K 0.05% 0 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 4,168 shares 4,168 $276K 0.05% new Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 11,723 shares; 2023Q2: 11,892 shares; 2023Q3: 12,207 shares; 2023Q4: 12,273 shares; 2024Q1: 12,381 shares; 2024Q2: 12,468 shares; 2024Q3: 12,554 shares; 2024Q4: 12,705 shares 12,705 $271K 0.05% +151 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,219 shares; 2024Q2: 1,208 shares; 2024Q3: 1,306 shares; 2024Q4: 1,360 shares 1,360 $242K 0.04% +54 Timeline IDCC INTERDIGITAL INC More: the full row for INTERDIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,187 shares 1,187 $230K 0.04% new Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 435 shares 435 $227K 0.04% new Timeline HYDB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 4,752 shares 4,752 $223K 0.04% 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; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 950 shares 950 $221K 0.04% new Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,040 shares 1,040 $215K 0.04% 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; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 884 shares; 2024Q4: 884 shares 884 $214K 0.04% 0 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; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 4,849 shares; 2024Q4: 4,717 shares 4,717 $207K 0.04% -132 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; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,731 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,844 shares 1,844 $205K 0.03% new 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; 2023Q1: 3,653 shares; 2023Q2: 3,669 shares; 2023Q3: 3,773 shares; 2023Q4: 3,832 shares; 2024Q1: 2,931 shares; 2024Q2: 1,769 shares; 2024Q3: not reported; 2024Q4: 1,712 shares 1,712 $201K 0.03% new Timeline WIT WIPRO LTD More: the full row for WIPRO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 21,032 shares 21,032 $74.5K 0.01% new Timeline