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; 2023Q2: 508,097 shares; 2023Q3: 540,694 shares; 2023Q4: 584,557 shares; 2024Q1: 633,107 shares; 2024Q2: 696,459 shares; 2024Q3: 746,234 shares; 2024Q4: 847,901 shares; 2025Q1: 891,338 shares 891,338 $70.4M 17.58% +43,437 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 411,391 shares; 2023Q3: 433,299 shares; 2023Q4: 456,132 shares; 2024Q1: 503,542 shares; 2024Q2: 555,515 shares; 2024Q3: 602,614 shares; 2024Q4: 694,961 shares; 2025Q1: 733,304 shares 733,304 $53.9M 13.46% +38,343 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 477,175 shares; 2023Q3: 610,623 shares; 2023Q4: 708,930 shares; 2024Q1: 801,815 shares; 2024Q2: 876,709 shares; 2024Q3: 945,985 shares; 2024Q4: 1,011,956 shares; 2025Q1: 1,069,342 shares 1,069,342 $41.1M 10.27% +57,386 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 428,549 shares; 2023Q3: 440,364 shares; 2023Q4: 464,882 shares; 2024Q1: 479,441 shares; 2024Q2: 504,534 shares; 2024Q3: 524,929 shares; 2024Q4: 556,915 shares; 2025Q1: 574,887 shares 574,887 $28.7M 7.17% +17,972 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 98,426 shares; 2023Q3: 98,943 shares; 2023Q4: 99,180 shares; 2024Q1: 105,723 shares; 2024Q2: 100,117 shares; 2024Q3: 105,358 shares; 2024Q4: 105,045 shares; 2025Q1: 106,293 shares 106,293 $23.6M 5.9% +1,248 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 331,375 shares; 2023Q3: 408,984 shares; 2023Q4: 459,189 shares; 2024Q1: 525,013 shares; 2024Q2: 574,090 shares; 2024Q3: 628,163 shares; 2024Q4: 692,534 shares; 2025Q1: 751,389 shares 751,389 $23.5M 5.86% +58,855 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; 2023Q2: 319,328 shares; 2023Q3: 327,977 shares; 2023Q4: 333,185 shares; 2024Q1: 346,698 shares; 2024Q2: 357,823 shares; 2024Q3: 366,752 shares; 2024Q4: 387,353 shares; 2025Q1: 390,092 shares 390,092 $19M 4.76% +2,739 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 6,352 shares; 2023Q3: 6,740 shares; 2023Q4: 11,101 shares; 2024Q1: 11,190 shares; 2024Q2: 14,076 shares; 2024Q3: 15,213 shares; 2024Q4: 15,448 shares; 2025Q1: 15,633 shares 15,633 $8.74M 2.19% +185 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; 2023Q2: 13,757 shares; 2023Q3: 13,780 shares; 2023Q4: 13,737 shares; 2024Q1: 13,355 shares; 2024Q2: 32,066 shares; 2024Q3: 31,976 shares; 2024Q4: 30,903 shares; 2025Q1: 30,432 shares 30,432 $8.36M 2.09% -471 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 269,161 shares; 2023Q3: 268,882 shares; 2023Q4: 267,816 shares; 2024Q1: 267,941 shares; 2024Q2: 267,340 shares; 2024Q3: 250,622 shares; 2024Q4: 249,810 shares; 2025Q1: 248,724 shares 248,724 $8.21M 2.05% -1,086 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 3,353 shares; 2023Q3: 3,165 shares; 2023Q4: 4,404 shares; 2024Q1: 8,285 shares; 2024Q2: 78,204 shares; 2024Q3: 73,568 shares; 2024Q4: 75,192 shares; 2025Q1: 75,548 shares 75,548 $8.19M 2.05% +356 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 27,016 shares; 2023Q3: 26,024 shares; 2023Q4: 26,087 shares; 2024Q1: 26,439 shares; 2024Q2: 26,524 shares; 2024Q3: 26,525 shares; 2024Q4: 26,596 shares; 2025Q1: 27,175 shares 27,175 $7.21M 1.8% +579 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 113,721 shares; 2023Q3: 133,044 shares; 2023Q4: 152,637 shares; 2024Q1: 170,295 shares; 2024Q2: 184,065 shares; 2024Q3: 200,268 shares; 2024Q4: 212,800 shares; 2025Q1: 225,808 shares 225,808 $5.85M 1.46% +13,008 Timeline DFGR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 80,146 shares; 2023Q3: 103,994 shares; 2023Q4: 134,031 shares; 2024Q1: 150,257 shares; 2024Q2: 174,209 shares; 2024Q3: 187,350 shares; 2024Q4: 205,343 shares; 2025Q1: 220,810 shares 220,810 $5.8M 1.45% +15,467 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 10,999 shares; 2023Q3: 10,948 shares; 2023Q4: 12,232 shares; 2024Q1: 12,031 shares; 2024Q2: 12,648 shares; 2024Q3: 12,713 shares; 2024Q4: 12,644 shares; 2025Q1: 12,325 shares 12,325 $5.78M 1.44% -319 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 61,944 shares; 2023Q3: 55,649 shares; 2023Q4: 59,004 shares; 2024Q1: 63,888 shares; 2024Q2: 64,333 shares; 2024Q3: 75,046 shares; 2024Q4: 232,804 shares; 2025Q1: 235,624 shares 235,624 $5.07M 1.27% +2,820 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 6,900 shares; 2023Q3: 7,146 shares; 2023Q4: 8,213 shares; 2024Q1: 11,524 shares; 2024Q2: 9,485 shares; 2024Q3: 9,723 shares; 2024Q4: 9,742 shares; 2025Q1: 10,142 shares 10,142 $3.81M 0.95% +400 Timeline RWO 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; 2023Q2: 93,869 shares; 2023Q3: 83,284 shares; 2023Q4: 80,377 shares; 2024Q1: 79,555 shares; 2024Q2: 77,285 shares; 2024Q3: 76,124 shares; 2024Q4: 75,189 shares; 2025Q1: 76,602 shares 76,602 $3.34M 0.84% +1,413 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 3,428 shares; 2023Q3: 3,130 shares; 2023Q4: 3,136 shares; 2024Q1: 3,173 shares; 2024Q2: 3,191 shares; 2024Q3: 3,193 shares; 2024Q4: 3,234 shares; 2025Q1: 3,482 shares 3,482 $3.25M 0.81% +248 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 12,206 shares; 2023Q3: 12,206 shares; 2023Q4: 18,174 shares; 2024Q1: 18,174 shares; 2024Q2: 56,205 shares; 2024Q3: 50,597 shares; 2024Q4: 51,927 shares; 2025Q1: 48,281 shares 48,281 $2.45M 0.61% -3,646 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 7,710 shares; 2023Q3: 6,895 shares; 2023Q4: 7,389 shares; 2024Q1: 13,712 shares; 2024Q2: 10,573 shares; 2024Q3: 11,008 shares; 2024Q4: 11,333 shares; 2025Q1: 12,558 shares 12,558 $2.39M 0.6% +1,225 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 10,168 shares; 2023Q3: 9,652 shares; 2023Q4: 10,494 shares; 2024Q1: 14,507 shares; 2024Q2: 14,060 shares; 2024Q3: 14,226 shares; 2024Q4: 14,253 shares; 2025Q1: 15,090 shares 15,090 $2.36M 0.59% +837 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 1,587 shares; 2023Q3: 1,456 shares; 2023Q4: 1,634 shares; 2024Q1: 2,580 shares; 2024Q2: 3,203 shares; 2024Q3: 3,124 shares; 2024Q4: 3,348 shares; 2025Q1: 3,600 shares 3,600 $2.07M 0.52% +252 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 2,765 shares; 2023Q3: 2,765 shares; 2023Q4: 3,185 shares; 2024Q1: 3,185 shares; 2024Q2: 3,407 shares; 2024Q3: 3,357 shares; 2024Q4: 3,500 shares; 2025Q1: 3,575 shares 3,575 $1.9M 0.48% +75 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 8,980 shares; 2023Q3: 8,698 shares; 2023Q4: 8,868 shares; 2024Q1: 16,315 shares; 2024Q2: 9,225 shares; 2024Q3: 9,050 shares; 2024Q4: 8,483 shares; 2025Q1: 8,711 shares 8,711 $1.83M 0.46% +228 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; 2023Q2: 32,443 shares; 2023Q3: 31,532 shares; 2023Q4: 30,352 shares; 2024Q1: 32,476 shares; 2024Q2: 32,981 shares; 2024Q3: 42,291 shares; 2024Q4: 87,473 shares; 2025Q1: 89,741 shares 89,741 $1.78M 0.44% +2,268 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 65,110 shares; 2023Q3: 65,354 shares; 2023Q4: 65,544 shares; 2024Q1: 65,573 shares; 2024Q2: 65,644 shares; 2024Q3: 62,411 shares; 2024Q4: 62,411 shares; 2025Q1: 62,411 shares 62,411 $1.64M 0.41% 0 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; 2023Q2: 19,205 shares; 2023Q3: 17,975 shares; 2023Q4: 20,620 shares; 2024Q1: 20,230 shares; 2024Q2: 20,230 shares; 2024Q3: 20,230 shares; 2024Q4: 20,325 shares; 2025Q1: 20,325 shares 20,325 $1.59M 0.4% 0 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 2,510 shares; 2023Q3: 2,444 shares; 2023Q4: 2,727 shares; 2024Q1: 2,852 shares; 2024Q2: 2,815 shares; 2024Q3: 2,822 shares; 2024Q4: 2,830 shares; 2025Q1: 2,885 shares 2,885 $1.48M 0.37% +55 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 3,362 shares; 2023Q3: 4,045 shares; 2023Q4: 6,557 shares; 2024Q1: 6,918 shares; 2024Q2: 7,951 shares; 2024Q3: 7,824 shares; 2024Q4: 7,837 shares; 2025Q1: 7,159 shares 7,159 $1.48M 0.37% -678 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; 2023Q2: 51,764 shares; 2023Q3: 51,090 shares; 2023Q4: 51,111 shares; 2024Q1: 51,283 shares; 2024Q2: 51,423 shares; 2024Q3: 50,307 shares; 2024Q4: 50,276 shares; 2025Q1: 50,328 shares 50,328 $1.39M 0.35% +52 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 6,976 shares; 2023Q3: 6,976 shares; 2023Q4: 7,076 shares; 2024Q1: 7,076 shares; 2024Q2: 7,076 shares; 2024Q3: 7,076 shares; 2024Q4: 7,076 shares; 2025Q1: 7,076 shares 7,076 $1.37M 0.34% 0 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 9,955 shares; 2023Q3: 9,957 shares; 2023Q4: 9,967 shares; 2024Q1: 9,969 shares; 2024Q2: 19,970 shares; 2024Q3: 19,962 shares; 2024Q4: 19,971 shares; 2025Q1: 20,015 shares 20,015 $1.31M 0.33% +44 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 3,329 shares; 2024Q3: 3,741 shares; 2024Q4: 14,122 shares; 2025Q1: 14,591 shares 14,591 $1.28M 0.32% +469 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 12,194 shares; 2023Q3: 12,193 shares; 2023Q4: 12,287 shares; 2024Q1: 17,817 shares; 2024Q2: 8,740 shares; 2024Q3: 8,746 shares; 2024Q4: 8,754 shares; 2025Q1: 8,732 shares 8,732 $1.16M 0.29% -22 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 24,884 shares; 2023Q3: 24,920 shares; 2023Q4: 25,608 shares; 2024Q1: 25,674 shares; 2024Q2: 25,950 shares; 2024Q3: 26,019 shares; 2024Q4: 25,873 shares; 2025Q1: 27,355 shares 27,355 $1.14M 0.29% +1,482 Timeline XLG 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; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 9,317 shares; 2024Q2: 15,569 shares; 2024Q3: 17,507 shares; 2024Q4: 20,091 shares; 2025Q1: 24,764 shares 24,764 $1.14M 0.28% +4,673 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 5,710 shares; 2023Q3: 6,144 shares; 2023Q4: 6,900 shares; 2024Q1: 12,428 shares; 2024Q2: 6,850 shares; 2024Q3: 7,484 shares; 2024Q4: 7,097 shares; 2025Q1: 7,368 shares 7,368 $1.14M 0.28% +271 Timeline FNCL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 13,066 shares; 2023Q3: 13,133 shares; 2023Q4: 13,190 shares; 2024Q1: 13,249 shares; 2024Q2: 13,305 shares; 2024Q3: 13,361 shares; 2024Q4: 14,131 shares; 2025Q1: 14,190 shares 14,190 $987K 0.25% +59 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 253 shares; 2024Q1: 299 shares; 2024Q2: 517 shares; 2024Q3: 4,999 shares; 2024Q4: 5,321 shares; 2025Q1: 5,776 shares 5,776 $967K 0.24% +455 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 656 shares; 2023Q3: 659 shares; 2023Q4: 814 shares; 2024Q1: 1,833 shares; 2024Q2: 855 shares; 2024Q3: 921 shares; 2024Q4: 957 shares; 2025Q1: 1,017 shares 1,017 $962K 0.24% +60 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 3,003 shares; 2023Q3: 3,194 shares; 2023Q4: 2,771 shares; 2024Q1: 3,397 shares; 2024Q2: 3,428 shares; 2024Q3: 3,512 shares; 2024Q4: 3,572 shares; 2025Q1: 3,704 shares 3,704 $960K 0.24% +132 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 5,669 shares; 2024Q2: 7,655 shares; 2024Q3: 6,935 shares; 2024Q4: 6,141 shares; 2025Q1: 4,477 shares 4,477 $947K 0.24% -1,664 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 2,034 shares; 2024Q1: 4,423 shares; 2024Q2: 4,959 shares; 2024Q3: 5,141 shares; 2024Q4: 5,760 shares; 2025Q1: 5,766 shares 5,766 $927K 0.23% +6 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 1,257 shares; 2023Q3: 1,257 shares; 2023Q4: 1,257 shares; 2024Q1: 1,257 shares; 2024Q2: 1,611 shares; 2024Q3: 1,611 shares; 2024Q4: 1,611 shares; 2025Q1: 1,611 shares 1,611 $905K 0.23% 0 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; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,485 shares; 2024Q1: 1,485 shares; 2024Q2: 1,588 shares; 2024Q3: 1,485 shares; 2024Q4: 1,489 shares; 2025Q1: 6,096 shares 6,096 $890K 0.22% +4,607 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 1 shares; 2023Q3: 1 shares; 2023Q4: 1 shares; 2024Q1: 1 shares; 2024Q2: 1 shares; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares 1 $798K 0.2% 0 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 2,811 shares; 2023Q3: 2,821 shares; 2023Q4: 3,756 shares; 2024Q1: 5,757 shares; 2024Q2: 5,516 shares; 2024Q3: 5,603 shares; 2024Q4: 5,969 shares; 2025Q1: 5,498 shares 5,498 $769K 0.19% -471 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 21,072 shares; 2023Q3: 21,076 shares; 2023Q4: 21,079 shares; 2024Q1: 21,085 shares; 2024Q2: 18,828 shares; 2024Q3: 15,565 shares; 2024Q4: 12,534 shares; 2025Q1: 9,564 shares 9,564 $747K 0.19% -2,970 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 1,024 shares; 2023Q3: 1,029 shares; 2023Q4: 1,042 shares; 2024Q1: 1,132 shares; 2024Q2: 1,112 shares; 2024Q3: 1,118 shares; 2024Q4: 1,121 shares; 2025Q1: 1,255 shares 1,255 $688K 0.17% +134 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 8,479 shares; 2024Q4: 25,436 shares; 2025Q1: 25,436 shares 25,436 $676K 0.17% 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; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,265 shares 13,265 $661K 0.17% new Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 1,910 shares; 2023Q3: 1,911 shares; 2023Q4: 1,914 shares; 2024Q1: 1,914 shares; 2024Q2: 1,920 shares; 2024Q3: 1,921 shares; 2024Q4: 1,922 shares; 2025Q1: 1,934 shares 1,934 $654K 0.16% +12 Timeline LII LENNOX INTL INC More: the full row for LENNOX INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 534 shares; 2024Q1: 911 shares; 2024Q2: 1,015 shares; 2024Q3: 1,018 shares; 2024Q4: 1,139 shares; 2025Q1: 1,149 shares 1,149 $644K 0.16% +10 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 2,986 shares; 2023Q3: 2,988 shares; 2023Q4: 2,970 shares; 2024Q1: 2,998 shares; 2024Q2: 2,987 shares; 2024Q3: 2,829 shares; 2024Q4: 2,241 shares; 2025Q1: 2,275 shares 2,275 $564K 0.14% +34 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 1,131 shares; 2023Q3: 1,135 shares; 2023Q4: 1,050 shares; 2024Q1: 1,052 shares; 2024Q2: 1,081 shares; 2024Q3: 1,086 shares; 2024Q4: 1,091 shares; 2025Q1: 1,072 shares 1,072 $561K 0.14% -19 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 1,320 shares; 2023Q3: 1,361 shares; 2023Q4: 1,598 shares; 2024Q1: 1,654 shares; 2024Q2: 1,668 shares; 2024Q3: 1,673 shares; 2024Q4: 1,681 shares; 2025Q1: 1,728 shares 1,728 $540K 0.13% +47 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; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 12,427 shares; 2024Q3: 11,720 shares; 2024Q4: 11,534 shares; 2025Q1: 11,684 shares 11,684 $529K 0.13% +150 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 5,964 shares; 2024Q4: 4,985 shares; 2025Q1: 4,985 shares 4,985 $526K 0.13% 0 Timeline ADPT ADAPTIVE BIOTECHNOLOGIES COR More: the full row for ADAPTIVE BIOTECHNOLOGIES COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 68,080 shares; 2023Q3: 68,080 shares; 2023Q4: 68,080 shares; 2024Q1: 68,080 shares; 2024Q2: 68,080 shares; 2024Q3: 68,080 shares; 2024Q4: 68,080 shares; 2025Q1: 69,075 shares 69,075 $513K 0.13% +995 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 3,111 shares; 2023Q3: 3,111 shares; 2023Q4: 3,127 shares; 2024Q1: 12,927 shares; 2024Q2: 3,128 shares; 2024Q3: 3,132 shares; 2024Q4: 3,134 shares; 2025Q1: 3,495 shares 3,495 $489K 0.12% +361 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 763 shares; 2023Q3: 771 shares; 2023Q4: 782 shares; 2024Q1: 848 shares; 2024Q2: 1,169 shares; 2024Q3: 1,176 shares; 2024Q4: 1,208 shares; 2025Q1: 1,321 shares 1,321 $484K 0.12% +113 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,235 shares; 2024Q1: 1,235 shares; 2024Q2: 1,191 shares; 2024Q3: 1,191 shares; 2024Q4: 1,227 shares; 2025Q1: 1,307 shares 1,307 $472K 0.12% +80 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 4,673 shares; 2024Q1: 4,700 shares; 2024Q2: 4,673 shares; 2024Q3: 4,673 shares; 2024Q4: 4,673 shares; 2025Q1: 4,673 shares 4,673 $467K 0.12% 0 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 740 shares; 2024Q2: 772 shares; 2024Q3: 779 shares; 2024Q4: 789 shares; 2025Q1: 1,315 shares 1,315 $461K 0.12% +526 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,963 shares 5,963 $451K 0.11% new Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 1,800 shares; 2023Q3: 1,781 shares; 2023Q4: 1,785 shares; 2024Q1: 1,786 shares; 2024Q2: 1,791 shares; 2024Q3: 1,779 shares; 2024Q4: 1,779 shares; 2025Q1: 1,793 shares 1,793 $437K 0.11% +14 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,034 shares 5,034 $411K 0.1% new 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; 2023Q2: 15,984 shares; 2023Q3: 15,633 shares; 2023Q4: 14,955 shares; 2024Q1: 12,590 shares; 2024Q2: 11,365 shares; 2024Q3: 10,291 shares; 2024Q4: 17,733 shares; 2025Q1: 17,672 shares 17,672 $409K 0.1% -61 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,372 shares 4,372 $409K 0.1% new Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 2,737 shares; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,053 shares; 2024Q2: 1,012 shares; 2024Q3: 1,029 shares; 2024Q4: 1,068 shares; 2025Q1: 1,655 shares 1,655 $406K 0.1% +587 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 2,175 shares; 2024Q2: 2,865 shares; 2024Q3: 3,017 shares; 2024Q4: 3,118 shares; 2025Q1: 2,805 shares 2,805 $394K 0.1% -313 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 2,233 shares; 2023Q3: 2,114 shares; 2023Q4: 2,169 shares; 2024Q1: 2,335 shares; 2024Q2: 3,525 shares; 2024Q3: 3,200 shares; 2024Q4: 3,077 shares; 2025Q1: 3,289 shares 3,289 $391K 0.1% +212 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 4,910 shares; 2024Q4: 4,910 shares; 2025Q1: 4,910 shares 4,910 $390K 0.1% 0 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 3,893 shares; 2023Q3: 3,893 shares; 2023Q4: 3,974 shares; 2024Q1: 4,285 shares; 2024Q2: 5,208 shares; 2024Q3: 5,218 shares; 2024Q4: 5,079 shares; 2025Q1: 5,365 shares 5,365 $380K 0.1% +286 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 284 shares; 2024Q2: 275 shares; 2024Q3: 366 shares; 2024Q4: 262 shares; 2025Q1: 460 shares 460 $380K 0.09% +198 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 295 shares; 2023Q3: not reported; 2023Q4: 301 shares; 2024Q1: 393 shares; 2024Q2: 409 shares; 2024Q3: 364 shares; 2024Q4: 366 shares; 2025Q1: 549 shares 549 $364K 0.09% +183 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 1,477 shares; 2023Q3: 1,424 shares; 2023Q4: 1,424 shares; 2024Q1: 7,120 shares; 2024Q2: 7,120 shares; 2024Q3: 7,120 shares; 2024Q4: 6,645 shares; 2025Q1: 6,135 shares 6,135 $358K 0.09% -510 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 12,128 shares; 2023Q3: 12,185 shares; 2023Q4: 12,178 shares; 2024Q1: 12,191 shares; 2024Q2: 12,219 shares; 2024Q3: 6,700 shares; 2024Q4: 6,725 shares; 2025Q1: 6,746 shares 6,746 $347K 0.09% +21 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 4,518 shares; 2023Q3: 4,525 shares; 2023Q4: 4,531 shares; 2024Q1: 4,535 shares; 2024Q2: 4,556 shares; 2024Q3: 4,566 shares; 2024Q4: 4,569 shares; 2025Q1: 4,627 shares 4,627 $346K 0.09% +58 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,502 shares; 2024Q4: 1,418 shares; 2025Q1: 1,385 shares 1,385 $344K 0.09% -33 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,579 shares 2,579 $338K 0.08% new Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 5,091 shares; 2023Q3: 5,100 shares; 2023Q4: 5,091 shares; 2024Q1: 5,496 shares; 2024Q2: 5,209 shares; 2024Q3: 6,761 shares; 2024Q4: 5,218 shares; 2025Q1: 5,319 shares 5,319 $330K 0.08% +101 Timeline HEWJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 5,326 shares; 2024Q2: 5,326 shares; 2024Q3: 5,926 shares; 2024Q4: 6,625 shares; 2025Q1: 7,800 shares 7,800 $327K 0.08% +1,175 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,125 shares 4,125 $325K 0.08% new Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 367 shares; 2024Q2: not reported; 2024Q3: 604 shares; 2024Q4: 604 shares; 2025Q1: 604 shares 604 $322K 0.08% 0 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 1,130 shares; 2023Q3: 1,071 shares; 2023Q4: 1,030 shares; 2024Q1: 1,088 shares; 2024Q2: 1,088 shares; 2024Q3: 1,055 shares; 2024Q4: 1,010 shares; 2025Q1: 1,010 shares 1,010 $321K 0.08% 0 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 492 shares; 2024Q4: 435 shares; 2025Q1: 615 shares 615 $312K 0.08% +180 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; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,259 shares; 2024Q4: 2,259 shares; 2025Q1: 2,259 shares 2,259 $307K 0.08% 0 Timeline APOG APOGEE ENTERPRISES INC More: the full row for APOGEE ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 6,357 shares; 2023Q3: 6,357 shares; 2023Q4: 6,357 shares; 2024Q1: 3,754 shares; 2024Q2: 3,754 shares; 2024Q3: 3,754 shares; 2024Q4: 3,102 shares; 2025Q1: 6,489 shares 6,489 $301K 0.08% +3,387 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,412 shares; 2024Q3: 1,499 shares; 2024Q4: 1,477 shares; 2025Q1: 1,742 shares 1,742 $289K 0.07% +265 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 901 shares; 2023Q3: 897 shares; 2023Q4: 898 shares; 2024Q1: 961 shares; 2024Q2: 782 shares; 2024Q3: 783 shares; 2024Q4: 782 shares; 2025Q1: 783 shares 783 $287K 0.07% +1 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 413 shares; 2023Q3: 414 shares; 2023Q4: 543 shares; 2024Q1: 544 shares; 2024Q2: 554 shares; 2024Q3: 556 shares; 2024Q4: 554 shares; 2025Q1: 568 shares 568 $283K 0.07% +14 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 4,017 shares; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,844 shares; 2024Q4: 2,847 shares; 2025Q1: 3,068 shares 3,068 $282K 0.07% +221 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,605 shares; 2024Q2: not reported; 2024Q3: 1,227 shares; 2024Q4: 1,227 shares; 2025Q1: 1,275 shares 1,275 $282K 0.07% +48 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 11,375 shares; 2023Q3: 11,375 shares; 2023Q4: 11,375 shares; 2024Q1: 11,375 shares; 2024Q2: 11,375 shares; 2024Q3: 11,375 shares; 2024Q4: 11,375 shares; 2025Q1: 11,375 shares 11,375 $274K 0.07% 0 Timeline HUBS HUBSPOT INC More: the full row for HUBSPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 560 shares; 2024Q2: 500 shares; 2024Q3: 460 shares; 2024Q4: 471 shares; 2025Q1: 479 shares 479 $274K 0.07% +8 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 3,391 shares; 2023Q3: 3,391 shares; 2023Q4: 3,391 shares; 2024Q1: 3,391 shares; 2024Q2: 3,391 shares; 2024Q3: 3,391 shares; 2024Q4: 3,391 shares; 2025Q1: 3,391 shares 3,391 $271K 0.07% 0 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 3,223 shares; 2024Q4: 3,223 shares; 2025Q1: 3,223 shares 3,223 $268K 0.07% 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; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,162 shares; 2024Q4: not reported; 2025Q1: 1,567 shares 1,567 $267K 0.07% new Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 3,289 shares; 2024Q3: 3,326 shares; 2024Q4: 3,374 shares; 2025Q1: 3,753 shares 3,753 $266K 0.07% +379 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 63 shares; 2025Q1: 66 shares 66 $252K 0.06% +3 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 6,019 shares; 2024Q4: 6,019 shares; 2025Q1: 6,019 shares 6,019 $239K 0.06% 0 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,542 shares; 2024Q3: 1,542 shares; 2024Q4: 1,544 shares; 2025Q1: 1,590 shares 1,590 $238K 0.06% +46 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,179 shares; 2024Q2: 1,179 shares; 2024Q3: 1,179 shares; 2024Q4: 1,179 shares; 2025Q1: 1,179 shares 1,179 $238K 0.06% 0 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,794 shares; 2024Q4: not reported; 2025Q1: 1,953 shares 1,953 $238K 0.06% new Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 844 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 636 shares 636 $224K 0.06% new Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,117 shares 1,117 $221K 0.06% 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; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 443 shares 443 $219K 0.05% new Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,220 shares; 2024Q1: 1,220 shares; 2024Q2: 1,163 shares; 2024Q3: 1,163 shares; 2024Q4: 1,163 shares; 2025Q1: 1,163 shares 1,163 $219K 0.05% 0 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,717 shares 7,717 $218K 0.05% new Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 423 shares 423 $217K 0.05% new Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,003 shares 3,003 $216K 0.05% new Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,620 shares; 2024Q4: not reported; 2025Q1: 2,620 shares 2,620 $214K 0.05% new Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 28,358 shares; 2023Q3: 22,711 shares; 2023Q4: 21,902 shares; 2024Q1: 21,920 shares; 2024Q2: 8,795 shares; 2024Q3: 4,295 shares; 2024Q4: 4,295 shares; 2025Q1: 4,295 shares 4,295 $214K 0.05% 0 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,226 shares; 2024Q3: 2,238 shares; 2024Q4: 2,195 shares; 2025Q1: 2,379 shares 2,379 $214K 0.05% +184 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; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 431 shares 431 $209K 0.05% new Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,201 shares 1,201 $207K 0.05% new Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: 1,661 shares; 2023Q4: 1,665 shares; 2024Q1: 1,665 shares; 2024Q2: 1,689 shares; 2024Q3: 1,570 shares; 2024Q4: not reported; 2025Q1: 1,549 shares 1,549 $205K 0.05% new Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 1,389 shares; 2023Q3: not reported; 2023Q4: 2,791 shares; 2024Q1: 2,793 shares; 2024Q2: 2,812 shares; 2024Q3: 2,814 shares; 2024Q4: 2,820 shares; 2025Q1: 2,853 shares 2,853 $204K 0.05% +33 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,704 shares; 2024Q3: 1,704 shares; 2024Q4: not reported; 2025Q1: 1,554 shares 1,554 $200K 0.05% new Timeline AOMR ANGEL OAK MORTGAGE REIT INC More: the full row for ANGEL OAK MORTGAGE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 17,921 shares; 2024Q1: 17,921 shares; 2024Q2: 17,921 shares; 2024Q3: 17,921 shares; 2024Q4: 17,921 shares; 2025Q1: 17,921 shares 17,921 $171K 0.04% 0 Timeline