BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 117,369 shares; 2024Q2: 224,503 shares; 2024Q3: 258,910 shares; 2024Q4: 533,322 shares; 2025Q1: 528,832 shares; 2025Q2: 666,043 shares; 2025Q3: 565,442 shares; 2025Q4: 422,689 shares 422,689 $38.6M 10.53% -142,753 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 45,625 shares; 2024Q2: 44,950 shares; 2024Q3: 43,466 shares; 2024Q4: 41,281 shares; 2025Q1: 40,693 shares; 2025Q2: 37,620 shares; 2025Q3: 37,602 shares; 2025Q4: 36,344 shares 36,344 $22.3M 6.09% -1,258 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; 2024Q1: 67,350 shares; 2024Q2: 69,928 shares; 2024Q3: 71,832 shares; 2024Q4: 69,374 shares; 2025Q1: 70,054 shares; 2025Q2: 79,443 shares; 2025Q3: 81,633 shares; 2025Q4: 85,718 shares 85,718 $21.7M 5.91% +4,085 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 269,465 shares; 2024Q2: 275,713 shares; 2024Q3: 270,158 shares; 2024Q4: 281,624 shares; 2025Q1: 293,686 shares; 2025Q2: 290,570 shares; 2025Q3: 299,383 shares; 2025Q4: 308,159 shares 308,159 $20.7M 5.65% +8,776 Timeline BILS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 31,780 shares; 2024Q2: 37,467 shares; 2024Q3: 66,389 shares; 2024Q4: 61,368 shares; 2025Q1: 135,483 shares; 2025Q2: 255,113 shares; 2025Q3: 218,813 shares; 2025Q4: 187,920 shares 187,920 $18.6M 5.08% -30,893 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; 2024Q1: 19,949 shares; 2024Q2: 21,226 shares; 2024Q3: 21,945 shares; 2024Q4: 24,012 shares; 2025Q1: 24,116 shares; 2025Q2: 30,201 shares; 2025Q3: 30,655 shares; 2025Q4: 26,795 shares 26,795 $16.8M 4.58% -3,860 Timeline FDLO FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 135,262 shares; 2024Q2: 144,332 shares; 2024Q3: 147,882 shares; 2024Q4: 160,400 shares; 2025Q1: 163,684 shares; 2025Q2: 165,902 shares; 2025Q3: 174,050 shares; 2025Q4: 192,123 shares 192,123 $12.8M 3.5% +18,073 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 98,062 shares; 2024Q2: 102,404 shares; 2024Q3: 102,075 shares; 2024Q4: 122,801 shares; 2025Q1: 134,603 shares; 2025Q2: 137,301 shares; 2025Q3: 145,882 shares; 2025Q4: 133,934 shares 133,934 $11M 3.01% -11,948 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 68,629 shares; 2024Q2: 67,563 shares; 2024Q3: 66,224 shares; 2024Q4: 60,820 shares; 2025Q1: 60,365 shares; 2025Q2: 47,425 shares; 2025Q3: 47,243 shares; 2025Q4: 45,840 shares 45,840 $9.1M 2.48% -1,403 Timeline JQUA 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; 2024Q1: 80,996 shares; 2024Q2: 90,292 shares; 2024Q3: 94,388 shares; 2024Q4: 105,598 shares; 2025Q1: 110,266 shares; 2025Q2: 114,706 shares; 2025Q3: 121,686 shares; 2025Q4: 141,003 shares 141,003 $8.91M 2.43% +19,317 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 23,007 shares; 2024Q2: 23,003 shares; 2024Q3: 23,003 shares; 2024Q4: 23,003 shares; 2025Q1: 23,003 shares; 2025Q2: 23,003 shares; 2025Q3: 22,490 shares; 2025Q4: 22,315 shares 22,315 $8.63M 2.35% -175 Timeline EUSA ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 87,740 shares; 2024Q2: 85,982 shares; 2024Q3: 85,137 shares; 2024Q4: 77,047 shares; 2025Q1: 74,765 shares; 2025Q2: 68,290 shares; 2025Q3: 66,849 shares; 2025Q4: 64,070 shares 64,070 $6.62M 1.81% -2,779 Timeline PAAA PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 10,608 shares; 2025Q1: 15,511 shares; 2025Q2: 26,457 shares; 2025Q3: 48,175 shares; 2025Q4: 127,015 shares 127,015 $6.51M 1.77% +78,840 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 39,711 shares; 2024Q2: 44,637 shares; 2024Q3: 45,175 shares; 2024Q4: 54,020 shares; 2025Q1: 51,685 shares; 2025Q2: 76,293 shares; 2025Q3: 77,435 shares; 2025Q4: 63,805 shares 63,805 $6.51M 1.77% -13,630 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 381 shares; 2024Q2: 483 shares; 2024Q3: 387 shares; 2024Q4: 455 shares; 2025Q1: 1,834 shares; 2025Q2: 3,349 shares; 2025Q3: 4,111 shares; 2025Q4: 9,424 shares 9,424 $6.46M 1.76% +5,313 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 108,878 shares; 2024Q2: 104,990 shares; 2024Q3: 99,584 shares; 2024Q4: 82,112 shares; 2025Q1: 78,723 shares; 2025Q2: 73,246 shares; 2025Q3: 72,282 shares; 2025Q4: 65,404 shares 65,404 $6.16M 1.68% -6,878 Timeline EMBD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 212,423 shares; 2024Q2: 220,373 shares; 2024Q3: 216,737 shares; 2024Q4: 251,460 shares; 2025Q1: 231,257 shares; 2025Q2: 190,968 shares; 2025Q3: 208,991 shares; 2025Q4: 251,456 shares 251,456 $6.04M 1.65% +42,465 Timeline JPIB 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; 2024Q1: 93,076 shares; 2024Q2: 94,644 shares; 2024Q3: 91,896 shares; 2024Q4: 109,808 shares; 2025Q1: 103,639 shares; 2025Q2: 89,092 shares; 2025Q3: 100,681 shares; 2025Q4: 120,664 shares 120,664 $5.88M 1.6% +19,983 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; 2024Q1: 158,102 shares; 2024Q2: 158,102 shares; 2024Q3: 151,139 shares; 2024Q4: 150,040 shares; 2025Q1: 147,815 shares; 2025Q2: 147,436 shares; 2025Q3: 146,871 shares; 2025Q4: 144,446 shares 144,446 $5.72M 1.56% -2,425 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 28,622 shares; 2024Q2: 36,409 shares; 2024Q3: 36,409 shares; 2024Q4: 36,409 shares; 2025Q1: 45,386 shares; 2025Q2: 39,567 shares; 2025Q3: 33,953 shares; 2025Q4: 32,588 shares 32,588 $5.27M 1.44% -1,365 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 14,481 shares; 2024Q2: 14,076 shares; 2024Q3: 15,646 shares; 2024Q4: 13,871 shares; 2025Q1: 18,784 shares; 2025Q2: 17,577 shares; 2025Q3: 18,790 shares; 2025Q4: 17,909 shares 17,909 $4.87M 1.33% -881 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 8,076 shares; 2024Q2: 8,076 shares; 2024Q3: 7,838 shares; 2024Q4: 8,266 shares; 2025Q1: 10,153 shares; 2025Q2: 9,606 shares; 2025Q3: 9,924 shares; 2025Q4: 9,751 shares 9,751 $4.72M 1.29% -173 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 54,600 shares; 2024Q2: 56,413 shares; 2024Q3: 55,898 shares; 2024Q4: 57,439 shares; 2025Q1: 54,127 shares; 2025Q2: 49,536 shares; 2025Q3: 51,291 shares; 2025Q4: 39,223 shares 39,223 $3.68M 1% -12,068 Timeline CLIP GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21,335 shares; 2025Q2: 32,938 shares; 2025Q3: 28,245 shares; 2025Q4: 36,693 shares 36,693 $3.67M 1% +8,448 Timeline IAUM ISHARES GOLD TRUST MICRO More: the full row for ISHARES GOLD TRUST MICRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 81,460 shares; 2024Q2: 87,578 shares; 2024Q3: 85,891 shares; 2024Q4: 83,716 shares; 2025Q1: 75,065 shares; 2025Q2: 71,993 shares; 2025Q3: 78,128 shares; 2025Q4: 83,773 shares 83,773 $3.6M 0.98% +5,645 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; 2024Q1: 47,866 shares; 2024Q2: 46,839 shares; 2024Q3: 45,876 shares; 2024Q4: 45,741 shares; 2025Q1: 44,353 shares; 2025Q2: 41,865 shares; 2025Q3: 41,666 shares; 2025Q4: 37,186 shares 37,186 $3.29M 0.9% -4,480 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 59,148 shares; 2025Q2: 47,240 shares; 2025Q3: 33,873 shares; 2025Q4: 43,490 shares 43,490 $3.28M 0.89% +9,617 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 55,971 shares; 2024Q2: 54,580 shares; 2024Q3: 51,503 shares; 2024Q4: 54,030 shares; 2025Q1: 55,303 shares; 2025Q2: 57,975 shares; 2025Q3: 57,860 shares; 2025Q4: 58,127 shares 58,127 $3.12M 0.85% +267 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 332 shares; 2024Q2: 3,329 shares; 2024Q3: 2,527 shares; 2024Q4: 3,147 shares; 2025Q1: 17,391 shares; 2025Q2: 16,426 shares; 2025Q3: 16,370 shares; 2025Q4: 16,321 shares 16,321 $3.04M 0.83% -49 Timeline OMFL INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 65,660 shares; 2024Q2: 71,143 shares; 2024Q3: 72,082 shares; 2024Q4: 59,628 shares; 2025Q1: 56,911 shares; 2025Q2: 59,540 shares; 2025Q3: 60,134 shares; 2025Q4: 45,519 shares 45,519 $2.78M 0.76% -14,615 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 270 shares; 2024Q2: 270 shares; 2024Q3: 564 shares; 2024Q4: 8,844 shares; 2025Q1: 7,975 shares; 2025Q2: 8,059 shares; 2025Q3: 8,064 shares; 2025Q4: 8,075 shares 8,075 $2.71M 0.74% +11 Timeline JPST 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; 2024Q1: 45,850 shares; 2024Q2: 46,887 shares; 2024Q3: 47,621 shares; 2024Q4: 56,309 shares; 2025Q1: 53,409 shares; 2025Q2: 55,875 shares; 2025Q3: 56,925 shares; 2025Q4: 49,938 shares 49,938 $2.53M 0.69% -6,987 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 16,569 shares; 2024Q2: 17,339 shares; 2024Q3: 18,087 shares; 2024Q4: 22,151 shares; 2025Q1: 23,176 shares; 2025Q2: 23,700 shares; 2025Q3: 25,253 shares; 2025Q4: 24,892 shares 24,892 $2.49M 0.68% -361 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 1,880 shares; 2024Q2: 1,852 shares; 2024Q3: 1,831 shares; 2024Q4: 1,858 shares; 2025Q1: 2,334 shares; 2025Q2: 2,291 shares; 2025Q3: 2,163 shares; 2025Q4: 2,125 shares 2,125 $2.28M 0.62% -38 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 611 shares; 2024Q2: 769 shares; 2024Q3: 741 shares; 2024Q4: 829 shares; 2025Q1: 3,317 shares; 2025Q2: 3,232 shares; 2025Q3: 3,238 shares; 2025Q4: 3,442 shares 3,442 $2.27M 0.62% +204 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 37,767 shares; 2024Q2: 37,475 shares; 2024Q3: 38,254 shares; 2024Q4: 46,344 shares; 2025Q1: 47,462 shares; 2025Q2: 49,528 shares; 2025Q3: 48,937 shares; 2025Q4: 42,255 shares 42,255 $2.23M 0.61% -6,682 Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 60,033 shares 60,033 $2.2M 0.6% new Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 42,926 shares; 2024Q2: 41,244 shares; 2024Q3: 38,427 shares; 2024Q4: 38,599 shares; 2025Q1: 39,989 shares; 2025Q2: 37,179 shares; 2025Q3: 36,795 shares; 2025Q4: 33,214 shares 33,214 $2.07M 0.57% -3,581 Timeline IFGL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 124,918 shares; 2024Q2: 129,385 shares; 2024Q3: 128,135 shares; 2024Q4: 126,203 shares; 2025Q1: 131,142 shares; 2025Q2: 115,504 shares; 2025Q3: 121,320 shares; 2025Q4: 88,053 shares 88,053 $2.03M 0.55% -33,267 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 20,725 shares; 2025Q1: 42,288 shares; 2025Q2: 44,885 shares; 2025Q3: 40,563 shares; 2025Q4: 40,630 shares 40,630 $2.01M 0.55% +67 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 14,803 shares; 2024Q2: 15,741 shares; 2024Q3: 16,805 shares; 2024Q4: 15,257 shares; 2025Q1: 15,605 shares; 2025Q2: 16,766 shares; 2025Q3: 17,482 shares; 2025Q4: 18,426 shares 18,426 $1.97M 0.54% +944 Timeline FCAL FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 30,951 shares; 2024Q2: 31,093 shares; 2024Q3: 31,348 shares; 2024Q4: 36,608 shares; 2025Q1: 38,452 shares; 2025Q2: 35,415 shares; 2025Q3: 36,287 shares; 2025Q4: 39,693 shares 39,693 $1.96M 0.53% +3,406 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; 2024Q1: 41,264 shares; 2024Q2: 36,927 shares; 2024Q3: 39,176 shares; 2024Q4: 32,418 shares; 2025Q1: 34,007 shares; 2025Q2: 36,487 shares; 2025Q3: 36,566 shares; 2025Q4: 36,403 shares 36,403 $1.76M 0.48% -163 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 20,002 shares; 2024Q2: 21,092 shares; 2024Q3: 21,092 shares; 2024Q4: 21,092 shares; 2025Q1: 21,092 shares; 2025Q2: 21,092 shares; 2025Q3: 33,765 shares; 2025Q4: 33,765 shares 33,765 $1.68M 0.46% 0 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,803 shares; 2025Q1: 4,751 shares; 2025Q2: 4,608 shares; 2025Q3: 5,210 shares; 2025Q4: 4,863 shares 4,863 $1.68M 0.46% -347 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 10,471 shares; 2024Q2: 11,036 shares; 2024Q3: 11,524 shares; 2024Q4: 12,982 shares; 2025Q1: 13,598 shares; 2025Q2: 14,100 shares; 2025Q3: 15,393 shares; 2025Q4: 15,196 shares 15,196 $1.67M 0.46% -197 Timeline ITM VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 20,612 shares; 2024Q2: 20,612 shares; 2024Q3: 20,612 shares; 2024Q4: 28,243 shares; 2025Q1: 28,961 shares; 2025Q2: 35,678 shares; 2025Q3: 35,678 shares; 2025Q4: 34,687 shares 34,687 $1.64M 0.45% -991 Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 27,054 shares; 2024Q2: 27,054 shares; 2024Q3: 27,054 shares; 2024Q4: 26,790 shares; 2025Q1: 26,790 shares; 2025Q2: 27,840 shares; 2025Q3: 28,204 shares; 2025Q4: 28,265 shares 28,265 $1.62M 0.44% +61 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; 2024Q1: 30,087 shares; 2024Q2: 25,958 shares; 2024Q3: 24,785 shares; 2024Q4: 21,412 shares; 2025Q1: 20,994 shares; 2025Q2: 23,313 shares; 2025Q3: 22,880 shares; 2025Q4: 23,503 shares 23,503 $1.58M 0.43% +623 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; 2024Q1: 902 shares; 2024Q2: 902 shares; 2024Q3: 902 shares; 2024Q4: 2,083 shares; 2025Q1: 2,047 shares; 2025Q2: 2,047 shares; 2025Q3: 2,047 shares; 2025Q4: 2,062 shares 2,062 $1.55M 0.42% +15 Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 24,100 shares; 2024Q2: 23,421 shares; 2024Q3: 24,236 shares; 2024Q4: 24,463 shares; 2025Q1: 23,511 shares; 2025Q2: 24,840 shares; 2025Q3: 25,301 shares; 2025Q4: 26,939 shares 26,939 $1.5M 0.41% +1,638 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 9,971 shares; 2024Q2: 10,454 shares; 2024Q3: 10,892 shares; 2024Q4: 12,047 shares; 2025Q1: 12,302 shares; 2025Q2: 12,679 shares; 2025Q3: 12,814 shares; 2025Q4: 12,943 shares 12,943 $1.38M 0.38% +129 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 2,724 shares; 2024Q2: 2,603 shares; 2024Q3: 3,097 shares; 2024Q4: 3,932 shares; 2025Q1: 5,960 shares; 2025Q2: 5,921 shares; 2025Q3: 5,926 shares; 2025Q4: 5,920 shares 5,920 $1.37M 0.37% -6 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,506 shares; 2025Q4: 12,951 shares 12,951 $1.3M 0.35% +9,445 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 1,410 shares; 2024Q2: 1,410 shares; 2024Q3: 1,229 shares; 2024Q4: 1,409 shares; 2025Q1: 4,404 shares; 2025Q2: 4,147 shares; 2025Q3: 4,099 shares; 2025Q4: 4,117 shares 4,117 $1.29M 0.35% +18 Timeline XHLF BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 17,883 shares; 2024Q2: 15,883 shares; 2024Q3: 15,931 shares; 2024Q4: 11,940 shares; 2025Q1: 27,532 shares; 2025Q2: 27,727 shares; 2025Q3: 25,854 shares; 2025Q4: 24,772 shares 24,772 $1.24M 0.34% -1,082 Timeline NMZ NUVEEN MUN HIGH INCOME OPPOR More: the full row for NUVEEN MUN HIGH INCOME OPPOR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 63,663 shares; 2024Q2: 63,071 shares; 2024Q3: 57,757 shares; 2024Q4: 68,998 shares; 2025Q1: 59,601 shares; 2025Q2: 141,208 shares; 2025Q3: 118,010 shares; 2025Q4: 116,659 shares 116,659 $1.19M 0.32% -1,351 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 2,290 shares; 2024Q2: 2,170 shares; 2024Q3: 2,362 shares; 2024Q4: 2,776 shares; 2025Q1: 3,240 shares; 2025Q2: 3,373 shares; 2025Q3: 3,234 shares; 2025Q4: 2,805 shares 2,805 $1.11M 0.3% -429 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; 2024Q1: 45,448 shares; 2024Q2: 46,704 shares; 2024Q3: 19,206 shares; 2024Q4: 19,206 shares; 2025Q1: 19,206 shares; 2025Q2: 19,181 shares; 2025Q3: 21,423 shares; 2025Q4: 21,423 shares 21,423 $998K 0.27% 0 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 807 shares; 2024Q2: 807 shares; 2024Q3: 1,047 shares; 2024Q4: 1,310 shares; 2025Q1: 2,956 shares; 2025Q2: 3,065 shares; 2025Q3: 3,052 shares; 2025Q4: 3,059 shares 3,059 $960K 0.26% +7 Timeline SPHQ 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; 2024Q1: 12,736 shares; 2024Q2: 12,736 shares; 2024Q3: 12,736 shares; 2024Q4: 12,736 shares; 2025Q1: 12,736 shares; 2025Q2: 13,327 shares; 2025Q3: 12,797 shares; 2025Q4: 12,391 shares 12,391 $930K 0.25% -406 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 83,148 shares; 2024Q2: 85,828 shares; 2024Q3: 85,633 shares; 2024Q4: 87,704 shares; 2025Q1: 87,830 shares; 2025Q2: 49,695 shares; 2025Q3: 49,928 shares; 2025Q4: 34,962 shares 34,962 $872K 0.24% -14,966 Timeline GSEW GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 11,303 shares; 2024Q2: 11,303 shares; 2024Q3: 11,303 shares; 2024Q4: 10,123 shares; 2025Q1: 10,123 shares; 2025Q2: 10,123 shares; 2025Q3: 10,123 shares; 2025Q4: 10,123 shares 10,123 $862K 0.23% 0 Timeline VNQI VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 20,127 shares; 2024Q2: 18,416 shares; 2024Q3: 16,686 shares; 2024Q4: 18,663 shares; 2025Q1: 17,732 shares; 2025Q2: 19,280 shares; 2025Q3: 19,234 shares; 2025Q4: 18,423 shares 18,423 $845K 0.23% -811 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 52,370 shares; 2024Q2: 52,370 shares; 2024Q3: 52,370 shares; 2024Q4: 52,370 shares; 2025Q1: 52,370 shares; 2025Q2: 15,418 shares; 2025Q3: 15,418 shares; 2025Q4: 15,418 shares 15,418 $844K 0.23% 0 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 934 shares; 2024Q2: 1,424 shares; 2024Q3: 1,424 shares; 2024Q4: 1,424 shares; 2025Q1: 5,635 shares; 2025Q2: 5,635 shares; 2025Q3: 5,635 shares; 2025Q4: 5,635 shares 5,635 $838K 0.23% 0 Timeline QLTA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 5,089 shares; 2024Q2: 4,663 shares; 2024Q3: 5,584 shares; 2024Q4: 10,554 shares; 2025Q1: 10,144 shares; 2025Q2: 11,886 shares; 2025Q3: 11,886 shares; 2025Q4: 16,367 shares 16,367 $787K 0.21% +4,481 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 3,388 shares; 2024Q2: 3,388 shares; 2024Q3: 3,390 shares; 2024Q4: 3,390 shares; 2025Q1: 3,991 shares; 2025Q2: 3,901 shares; 2025Q3: 3,340 shares; 2025Q4: 3,306 shares 3,306 $755K 0.21% -34 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 19,680 shares; 2024Q2: 20,217 shares; 2024Q3: 20,585 shares; 2024Q4: 20,698 shares; 2025Q1: 15,758 shares; 2025Q2: 14,326 shares; 2025Q3: 19,075 shares; 2025Q4: 24,328 shares 24,328 $735K 0.2% +5,253 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 1,867 shares; 2024Q2: 1,842 shares; 2024Q3: 1,447 shares; 2024Q4: 1,715 shares; 2025Q1: 2,024 shares; 2025Q2: 2,017 shares; 2025Q3: 2,133 shares; 2025Q4: 2,089 shares 2,089 $733K 0.2% -44 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,240 shares; 2025Q2: 1,472 shares; 2025Q3: 1,444 shares; 2025Q4: 1,591 shares 1,591 $716K 0.2% +147 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; 2024Q1: 6,043 shares; 2024Q2: 7,090 shares; 2024Q3: 7,090 shares; 2024Q4: 7,089 shares; 2025Q1: 7,089 shares; 2025Q2: 7,089 shares; 2025Q3: 11,844 shares; 2025Q4: 11,844 shares 11,844 $705K 0.19% 0 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 15,622 shares; 2024Q2: 15,622 shares; 2024Q3: 15,622 shares; 2024Q4: 15,622 shares; 2025Q1: 15,540 shares; 2025Q2: 15,540 shares; 2025Q3: 15,369 shares; 2025Q4: 15,369 shares 15,369 $683K 0.19% 0 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; 2024Q1: 4,795 shares; 2024Q2: 5,685 shares; 2024Q3: 6,416 shares; 2024Q4: 6,416 shares; 2025Q1: 7,492 shares; 2025Q2: 7,868 shares; 2025Q3: 7,981 shares; 2025Q4: 7,987 shares 7,987 $669K 0.18% +6 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,028 shares; 2025Q3: 2,975 shares; 2025Q4: 3,009 shares 3,009 $656K 0.18% +34 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 6,574 shares; 2024Q2: 6,483 shares; 2024Q3: 6,525 shares; 2024Q4: 4,597 shares; 2025Q1: 5,346 shares; 2025Q2: 5,369 shares; 2025Q3: 5,393 shares; 2025Q4: 5,410 shares 5,410 $651K 0.18% +17 Timeline PZA 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; 2024Q1: 25,257 shares; 2024Q2: 28,654 shares; 2024Q3: 31,315 shares; 2024Q4: 31,315 shares; 2025Q1: 35,262 shares; 2025Q2: 35,121 shares; 2025Q3: 35,976 shares; 2025Q4: 27,793 shares 27,793 $645K 0.18% -8,183 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 9,085 shares; 2024Q2: 9,185 shares; 2024Q3: 9,185 shares; 2024Q4: 9,185 shares; 2025Q1: 9,185 shares; 2025Q2: 9,185 shares; 2025Q3: 9,185 shares; 2025Q4: 9,185 shares 9,185 $606K 0.17% 0 Timeline RFV 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; 2024Q1: 63 shares; 2024Q2: 63 shares; 2024Q3: 63 shares; 2024Q4: 63 shares; 2025Q1: 63 shares; 2025Q2: 4,911 shares; 2025Q3: 4,752 shares; 2025Q4: 4,742 shares 4,742 $606K 0.17% -10 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 6,864 shares; 2024Q2: 6,864 shares; 2024Q3: 6,864 shares; 2024Q4: 6,977 shares; 2025Q1: 6,927 shares; 2025Q2: 6,927 shares; 2025Q3: 6,927 shares; 2025Q4: 6,245 shares 6,245 $601K 0.16% -682 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 5,134 shares; 2024Q4: 7,634 shares; 2025Q1: 7,634 shares; 2025Q2: 7,664 shares; 2025Q3: 7,666 shares; 2025Q4: 7,743 shares 7,743 $590K 0.16% +77 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 2,820 shares; 2024Q2: 2,850 shares; 2024Q3: 2,850 shares; 2024Q4: 4,695 shares; 2025Q1: 4,640 shares; 2025Q2: 4,640 shares; 2025Q3: 4,640 shares; 2025Q4: 4,640 shares 4,640 $558K 0.15% 0 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 1,873 shares; 2024Q2: 1,873 shares; 2024Q3: 1,792 shares; 2024Q4: 1,792 shares; 2025Q1: 2,117 shares; 2025Q2: 2,146 shares; 2025Q3: 2,135 shares; 2025Q4: 2,135 shares 2,135 $549K 0.15% 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; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 3,164 shares; 2024Q4: 4,607 shares; 2025Q1: 4,464 shares; 2025Q2: 4,053 shares; 2025Q3: 5,547 shares; 2025Q4: 4,756 shares 4,756 $530K 0.14% -791 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 1,085 shares; 2024Q2: 1,085 shares; 2024Q3: 1,085 shares; 2024Q4: 1,344 shares; 2025Q1: 1,366 shares; 2025Q2: 1,072 shares; 2025Q3: 1,050 shares; 2025Q4: 1,042 shares 1,042 $524K 0.14% -8 Timeline SEVN SEVEN HILLS REALTY TRUST More: the full row for SEVEN HILLS REALTY TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,700 shares; 2025Q4: 55,425 shares 55,425 $493K 0.13% +43,725 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,646 shares; 2025Q3: 9,646 shares; 2025Q4: 9,646 shares 9,646 $493K 0.13% 0 Timeline FLTR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 12,749 shares; 2024Q2: 14,835 shares; 2024Q3: 16,748 shares; 2024Q4: 17,121 shares; 2025Q1: 18,417 shares; 2025Q2: 18,770 shares; 2025Q3: 18,833 shares; 2025Q4: 18,446 shares 18,446 $470K 0.13% -387 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; 2024Q1: 1,262 shares; 2024Q2: 1,264 shares; 2024Q3: 1,355 shares; 2024Q4: 1,396 shares; 2025Q1: 1,596 shares; 2025Q2: 1,371 shares; 2025Q3: 1,477 shares; 2025Q4: 1,334 shares 1,334 $459K 0.13% -143 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,925 shares; 2025Q4: 5,925 shares 5,925 $449K 0.12% 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; 2024Q1: 3,257 shares; 2024Q2: 3,222 shares; 2024Q3: 3,222 shares; 2024Q4: 3,200 shares; 2025Q1: 3,583 shares; 2025Q2: 3,661 shares; 2025Q3: 3,897 shares; 2025Q4: 3,529 shares 3,529 $442K 0.12% -368 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 356 shares; 2025Q1: 461 shares; 2025Q2: 453 shares; 2025Q3: 453 shares; 2025Q4: 4,630 shares 4,630 $434K 0.12% +4,177 Timeline SPMC SOUND POINT MERIDIAN CAP INC More: the full row for SOUND POINT MERIDIAN CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 22,194 shares; 2025Q1: 29,101 shares; 2025Q2: 33,424 shares; 2025Q3: 32,570 shares; 2025Q4: 31,511 shares 31,511 $433K 0.12% -1,059 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,467 shares; 2025Q3: 1,489 shares; 2025Q4: 1,489 shares 1,489 $410K 0.11% 0 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,275 shares; 2025Q2: 3,275 shares; 2025Q3: 3,275 shares; 2025Q4: 3,275 shares 3,275 $404K 0.11% 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; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 293 shares; 2025Q1: 423 shares; 2025Q2: 393 shares; 2025Q3: 537 shares; 2025Q4: 462 shares 462 $398K 0.11% -75 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 4,547 shares; 2024Q2: 4,112 shares; 2024Q3: 4,112 shares; 2024Q4: 3,831 shares; 2025Q1: 3,956 shares; 2025Q2: 4,306 shares; 2025Q3: 4,491 shares; 2025Q4: 4,490 shares 4,490 $391K 0.11% -1 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 2,994 shares; 2024Q2: 3,088 shares; 2024Q3: 3,088 shares; 2024Q4: 3,088 shares; 2025Q1: 4,332 shares; 2025Q2: 4,332 shares; 2025Q3: 4,332 shares; 2025Q4: 4,332 shares 4,332 $388K 0.11% 0 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 30 shares; 2024Q4: 2,120 shares; 2025Q1: 2,120 shares; 2025Q2: 2,120 shares; 2025Q3: 2,120 shares; 2025Q4: 2,120 shares 2,120 $376K 0.1% 0 Timeline SLF SUN LIFE FINANCIAL INC. More: the full row for SUN LIFE FINANCIAL INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 5,573 shares; 2024Q2: 5,573 shares; 2024Q3: 5,573 shares; 2024Q4: 5,573 shares; 2025Q1: 5,937 shares; 2025Q2: 5,901 shares; 2025Q3: 5,901 shares; 2025Q4: 5,901 shares 5,901 $368K 0.1% 0 Timeline OCSL OAKTREE SPECIALTY LENDING More: the full row for OAKTREE SPECIALTY LENDING Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 17,000 shares; 2025Q1: 20,080 shares; 2025Q2: 25,080 shares; 2025Q3: 27,912 shares; 2025Q4: 28,789 shares 28,789 $367K 0.1% +877 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 4,605 shares; 2024Q4: 8,345 shares; 2025Q1: 8,345 shares; 2025Q2: 8,345 shares; 2025Q3: 8,345 shares; 2025Q4: 7,225 shares 7,225 $365K 0.1% -1,120 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; 2024Q1: 5,775 shares; 2024Q2: 6,920 shares; 2024Q3: 6,920 shares; 2024Q4: 6,048 shares; 2025Q1: 5,985 shares; 2025Q2: 7,978 shares; 2025Q3: 8,643 shares; 2025Q4: 4,780 shares 4,780 $361K 0.1% -3,863 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,813 shares; 2025Q1: 1,914 shares; 2025Q2: 1,938 shares; 2025Q3: 1,982 shares; 2025Q4: 1,982 shares 1,982 $352K 0.1% 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; 2024Q1: 2,757 shares; 2024Q2: 3,322 shares; 2024Q3: 3,873 shares; 2024Q4: 3,873 shares; 2025Q1: 4,323 shares; 2025Q2: 4,419 shares; 2025Q3: 4,419 shares; 2025Q4: 4,419 shares 4,419 $348K 0.09% 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; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,985 shares; 2025Q2: 3,894 shares; 2025Q3: 5,216 shares; 2025Q4: 4,465 shares 4,465 $344K 0.09% -751 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 1,213 shares; 2024Q2: 1,213 shares; 2024Q3: 1,352 shares; 2024Q4: 1,353 shares; 2025Q1: 1,353 shares; 2025Q2: 1,353 shares; 2025Q3: 1,354 shares; 2025Q4: 1,354 shares 1,354 $333K 0.09% 0 Timeline SLRC SLR INVESTMENT CORP More: the full row for SLR INVESTMENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 12,800 shares; 2025Q1: 12,800 shares; 2025Q2: 20,000 shares; 2025Q3: 20,527 shares; 2025Q4: 21,072 shares 21,072 $326K 0.09% +545 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,719 shares; 2025Q2: 1,706 shares; 2025Q3: 1,710 shares; 2025Q4: 1,656 shares 1,656 $323K 0.09% -54 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 3,144 shares; 2024Q2: 3,091 shares; 2024Q3: 3,057 shares; 2024Q4: 1,457 shares; 2025Q1: 2,081 shares; 2025Q2: 2,036 shares; 2025Q3: 2,058 shares; 2025Q4: 2,023 shares 2,023 $308K 0.08% -35 Timeline KBDC KAYNE ANDERSON BDC INC More: the full row for KAYNE ANDERSON BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,914 shares; 2025Q4: 21,512 shares 21,512 $308K 0.08% +598 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 746 shares; 2025Q3: 794 shares; 2025Q4: 952 shares 952 $307K 0.08% +158 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 536 shares; 2024Q2: 525 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 476 shares; 2025Q2: 475 shares; 2025Q3: 564 shares; 2025Q4: 511 shares 511 $292K 0.08% -53 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 732 shares; 2025Q3: 723 shares; 2025Q4: 723 shares 723 $267K 0.07% 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; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,452 shares; 2025Q4: 1,902 shares 1,902 $257K 0.07% -550 Timeline HYLS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 6,239 shares; 2024Q2: 6,239 shares; 2024Q3: 6,239 shares; 2024Q4: 6,239 shares; 2025Q1: 5,878 shares; 2025Q2: 5,878 shares; 2025Q3: 5,878 shares; 2025Q4: 5,878 shares 5,878 $246K 0.07% 0 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; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,894 shares; 2025Q2: 1,898 shares; 2025Q3: 1,897 shares; 2025Q4: 1,893 shares 1,893 $232K 0.06% -4 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,478 shares; 2025Q2: 1,402 shares; 2025Q3: 1,396 shares; 2025Q4: 1,396 shares 1,396 $224K 0.06% 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; 2024Q1: 1,968 shares; 2024Q2: 1,900 shares; 2024Q3: 1,900 shares; 2024Q4: 2,055 shares; 2025Q1: 2,500 shares; 2025Q2: 2,460 shares; 2025Q3: 1,804 shares; 2025Q4: 1,547 shares 1,547 $222K 0.06% -257 Timeline KIE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 3,621 shares; 2025Q1: 3,621 shares; 2025Q2: 3,621 shares; 2025Q3: 3,621 shares; 2025Q4: 3,621 shares 3,621 $218K 0.06% 0 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 2,000 shares; 2024Q2: 2,000 shares; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares 2,000 $211K 0.06% 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; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 996 shares; 2025Q2: 996 shares; 2025Q3: 996 shares; 2025Q4: 996 shares 996 $211K 0.06% 0 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 230 shares 230 $202K 0.06% new Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,250 shares; 2025Q3: 2,250 shares; 2025Q4: 2,250 shares 2,250 $202K 0.05% 0 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 1,816 shares; 2024Q2: 1,816 shares; 2024Q3: 1,816 shares; 2024Q4: 3,689 shares; 2025Q1: 3,689 shares; 2025Q2: 3,701 shares; 2025Q3: 3,701 shares; 2025Q4: 3,689 shares 3,689 $199K 0.05% -12 Timeline SJNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,819 shares; 2025Q3: 7,819 shares; 2025Q4: 7,819 shares 7,819 $198K 0.05% 0 Timeline TIPX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 2,377 shares; 2024Q2: 2,377 shares; 2024Q3: 2,377 shares; 2024Q4: 4,783 shares; 2025Q1: 5,046 shares; 2025Q2: 6,209 shares; 2025Q3: 10,687 shares; 2025Q4: 9,415 shares 9,415 $180K 0.05% -1,272 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 1,672 shares; 2024Q2: 1,672 shares; 2024Q3: 1,566 shares; 2024Q4: 2,360 shares; 2025Q1: 2,360 shares; 2025Q2: 2,360 shares; 2025Q3: 2,360 shares; 2025Q4: 2,360 shares 2,360 $175K 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; 2024Q1: 3,552 shares; 2024Q2: 3,552 shares; 2024Q3: 3,552 shares; 2024Q4: 3,552 shares; 2025Q1: 3,552 shares; 2025Q2: 3,577 shares; 2025Q3: 3,577 shares; 2025Q4: 3,610 shares 3,610 $169K 0.05% +33 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 8,632 shares; 2025Q1: 9,433 shares; 2025Q2: 11,025 shares; 2025Q3: 6,006 shares; 2025Q4: 5,662 shares 5,662 $150K 0.04% -344 Timeline PIO 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; 2024Q1: 11,246 shares; 2024Q2: 2,886 shares; 2024Q3: 2,886 shares; 2024Q4: 2,886 shares; 2025Q1: 2,886 shares; 2025Q2: 2,886 shares; 2025Q3: 2,886 shares; 2025Q4: 2,886 shares 2,886 $127K 0.03% 0 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; 2024Q1: 215 shares; 2024Q2: 215 shares; 2024Q3: 215 shares; 2024Q4: 215 shares; 2025Q1: 251 shares; 2025Q2: 251 shares; 2025Q3: 251 shares; 2025Q4: 251 shares 251 $122K 0.03% 0 Timeline DIHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,636 shares; 2025Q4: 3,636 shares 3,636 $115K 0.03% 0 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 1,206 shares; 2024Q2: 1,206 shares; 2024Q3: 1,206 shares; 2024Q4: 1,206 shares; 2025Q1: 1,206 shares; 2025Q2: 1,206 shares; 2025Q3: 1,206 shares; 2025Q4: 1,206 shares 1,206 $103K 0.03% 0 Timeline BBDC BARINGS BDC INC More: the full row for BARINGS BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,000 shares; 2025Q3: 10,274 shares; 2025Q4: 10,570 shares 10,570 $97K 0.03% +296 Timeline PPA 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; 2024Q1: 329 shares; 2024Q2: 329 shares; 2024Q3: 329 shares; 2024Q4: 329 shares; 2025Q1: 363 shares; 2025Q2: 598 shares; 2025Q3: 598 shares; 2025Q4: 598 shares 598 $93.7K 0.03% 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; 2024Q1: 3,703 shares; 2024Q2: 3,703 shares; 2024Q3: 3,703 shares; 2024Q4: 3,966 shares; 2025Q1: 4,078 shares; 2025Q2: 4,078 shares; 2025Q3: 4,078 shares; 2025Q4: 3,703 shares 3,703 $93.5K 0.03% -375 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,197 shares; 2025Q4: 1,197 shares 1,197 $92.2K 0.03% 0 Timeline VCLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 520 shares; 2024Q2: 736 shares; 2024Q3: 736 shares; 2024Q4: 736 shares; 2025Q1: 736 shares; 2025Q2: 736 shares; 2025Q3: 1,025 shares; 2025Q4: 1,026 shares 1,026 $77.8K 0.02% +1 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; 2024Q1: 735 shares; 2024Q2: 735 shares; 2024Q3: 735 shares; 2024Q4: 770 shares; 2025Q1: 775 shares; 2025Q2: 802 shares; 2025Q3: 811 shares; 2025Q4: 937 shares 937 $74.7K 0.02% +126 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 1,778 shares; 2024Q2: 1,242 shares; 2024Q3: 1,242 shares; 2024Q4: 1,242 shares; 2025Q1: 785 shares; 2025Q2: 847 shares; 2025Q3: 847 shares; 2025Q4: 849 shares 849 $73.2K 0.02% +2 Timeline JMBS JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,476 shares; 2025Q2: 1,476 shares; 2025Q3: 1,476 shares; 2025Q4: 1,476 shares 1,476 $67.4K 0.02% 0 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 1,371 shares; 2024Q2: 1,371 shares; 2024Q3: 1,371 shares; 2024Q4: 1,371 shares; 2025Q1: 1,371 shares; 2025Q2: 1,417 shares; 2025Q3: 1,417 shares; 2025Q4: 1,371 shares 1,371 $65.8K 0.02% -46 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; 2024Q1: 160 shares; 2024Q2: 229 shares; 2024Q3: 268 shares; 2024Q4: 230 shares; 2025Q1: 318 shares; 2025Q2: 318 shares; 2025Q3: 319 shares; 2025Q4: 320 shares 320 $61.2K 0.02% +1 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 495 shares; 2024Q2: 495 shares; 2024Q3: 495 shares; 2024Q4: 495 shares; 2025Q1: 495 shares; 2025Q2: 495 shares; 2025Q3: 495 shares; 2025Q4: 426 shares 426 $59.4K 0.02% -69 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 16 shares; 2024Q4: 16 shares; 2025Q1: 16 shares; 2025Q2: 253 shares; 2025Q3: 614 shares; 2025Q4: 656 shares 656 $59.1K 0.02% +42 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 198 shares; 2025Q1: 198 shares; 2025Q2: 198 shares; 2025Q3: 198 shares; 2025Q4: 198 shares 198 $57K 0.02% 0 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; 2024Q1: 152 shares; 2024Q2: 152 shares; 2024Q3: 152 shares; 2024Q4: 152 shares; 2025Q1: 152 shares; 2025Q2: 219 shares; 2025Q3: 219 shares; 2025Q4: 219 shares 219 $52.8K 0.01% 0 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; 2024Q1: 8,661 shares; 2024Q2: 632 shares; 2024Q3: 632 shares; 2024Q4: 632 shares; 2025Q1: 632 shares; 2025Q2: 632 shares; 2025Q3: 755 shares; 2025Q4: 755 shares 755 $52.6K 0.01% 0 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 178 shares; 2024Q2: 178 shares; 2024Q3: 178 shares; 2024Q4: 178 shares; 2025Q1: 178 shares; 2025Q2: 178 shares; 2025Q3: 178 shares; 2025Q4: 178 shares 178 $51.7K 0.01% 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; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 413 shares; 2025Q1: 231 shares; 2025Q2: 231 shares; 2025Q3: 231 shares; 2025Q4: 231 shares 231 $48.3K 0.01% 0 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,111 shares; 2025Q4: 1,111 shares 1,111 $47.3K 0.01% 0 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 328 shares; 2024Q2: 328 shares; 2024Q3: 328 shares; 2024Q4: 328 shares; 2025Q1: 328 shares; 2025Q2: 328 shares; 2025Q3: 328 shares; 2025Q4: 449 shares 449 $46K 0.01% +121 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 179 shares; 2025Q2: 179 shares; 2025Q3: 178 shares; 2025Q4: 178 shares 178 $39.9K 0.01% 0 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 13 shares; 2024Q2: 13 shares; 2024Q3: 13 shares; 2024Q4: 568 shares; 2025Q1: 513 shares; 2025Q2: 513 shares; 2025Q3: 513 shares; 2025Q4: 513 shares 513 $39.8K 0.01% 0 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: 256 shares; 2024Q3: 256 shares; 2024Q4: 256 shares; 2025Q1: 256 shares; 2025Q2: 256 shares; 2025Q3: 256 shares; 2025Q4: 256 shares 256 $34.9K 0.01% 0 Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 154 shares; 2025Q3: 154 shares; 2025Q4: 154 shares 154 $32K 0.01% 0 Timeline EUFN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 839 shares; 2025Q3: 839 shares; 2025Q4: 839 shares 839 $31.1K 0.01% 0 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 363 shares; 2024Q2: 363 shares; 2024Q3: 363 shares; 2024Q4: 362 shares; 2025Q1: 362 shares; 2025Q2: 362 shares; 2025Q3: 362 shares; 2025Q4: 362 shares 362 $30K 0.01% 0 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; 2024Q1: 80 shares; 2024Q2: 80 shares; 2024Q3: 80 shares; 2024Q4: 80 shares; 2025Q1: 80 shares; 2025Q2: 80 shares; 2025Q3: 80 shares; 2025Q4: 80 shares 80 $28.8K 0.01% 0 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; 2024Q1: 346 shares; 2024Q2: 346 shares; 2024Q3: 346 shares; 2024Q4: 346 shares; 2025Q1: 346 shares; 2025Q2: 346 shares; 2025Q3: 346 shares; 2025Q4: 346 shares 346 $26.9K 0.01% 0 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 427 shares; 2025Q1: 427 shares; 2025Q2: 427 shares; 2025Q3: 427 shares; 2025Q4: 427 shares 427 $25.5K 0.01% 0 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; 2024Q1: 150 shares; 2024Q2: 150 shares; 2024Q3: 150 shares; 2024Q4: 150 shares; 2025Q1: 150 shares; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 150 shares 150 $21.5K 0.01% 0 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; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 546 shares; 2025Q4: 546 shares 546 $17.8K <0.01% 0 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 276 shares; 2024Q2: 276 shares; 2024Q3: 638 shares; 2024Q4: 276 shares; 2025Q1: 276 shares; 2025Q2: 276 shares; 2025Q3: 276 shares; 2025Q4: 276 shares 276 $15.8K <0.01% 0 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 621 shares; 2025Q2: 621 shares; 2025Q3: 621 shares; 2025Q4: 621 shares 621 $15K <0.01% 0 Timeline CQQQ 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; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 225 shares 225 $11.7K <0.01% new Timeline IHE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 135 shares; 2024Q2: 135 shares; 2024Q3: 135 shares; 2024Q4: 135 shares; 2025Q1: 135 shares; 2025Q2: 135 shares; 2025Q3: 135 shares; 2025Q4: 135 shares 135 $11.5K <0.01% 0 Timeline MCHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 188 shares 188 $11.3K <0.01% new Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 295 shares; 2025Q2: 295 shares; 2025Q3: 295 shares; 2025Q4: 295 shares 295 $10.7K <0.01% 0 Timeline DUSB DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 199 shares; 2025Q4: 199 shares 199 $10.1K <0.01% 0 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: 104 shares; 2024Q3: 104 shares; 2024Q4: 104 shares; 2025Q1: 104 shares; 2025Q2: 104 shares; 2025Q3: 104 shares; 2025Q4: 104 shares 104 $7.68K <0.01% 0 Timeline RDIV 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; 2024Q1: 141 shares; 2024Q2: 141 shares; 2024Q3: 141 shares; 2024Q4: 141 shares; 2025Q1: 142 shares; 2025Q2: 144 shares; 2025Q3: 145 shares; 2025Q4: 147 shares 147 $7.64K <0.01% +2 Timeline DISV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 199 shares; 2025Q4: 199 shares 199 $7.56K <0.01% 0 Timeline IXC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 120 shares; 2025Q4: 143 shares 143 $5.98K <0.01% +23 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12 shares; 2025Q2: 12 shares; 2025Q3: 12 shares; 2025Q4: 12 shares 12 $3.62K <0.01% 0 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 84 shares; 2024Q2: 84 shares; 2024Q3: 84 shares; 2024Q4: 84 shares; 2025Q1: 84 shares; 2025Q2: 84 shares; 2025Q3: 84 shares; 2025Q4: 84 shares 84 $3.59K <0.01% 0 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16 shares; 2025Q2: 16 shares; 2025Q3: 16 shares; 2025Q4: 16 shares 16 $3.39K <0.01% 0 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 45 shares; 2024Q2: 45 shares; 2024Q3: 45 shares; 2024Q4: 45 shares; 2025Q1: 45 shares; 2025Q2: 45 shares; 2025Q3: 46 shares; 2025Q4: 46 shares 46 $3.34K <0.01% 0 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 2,150 shares; 2024Q2: 2,150 shares; 2024Q3: 2,150 shares; 2024Q4: 2,150 shares; 2025Q1: 2,150 shares; 2025Q2: 25 shares; 2025Q3: 26 shares; 2025Q4: 26 shares 26 $2.55K <0.01% 0 Timeline XCCC BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 26 shares; 2024Q2: 26 shares; 2024Q3: 26 shares; 2024Q4: 26 shares; 2025Q1: 26 shares; 2025Q2: 26 shares; 2025Q3: 50 shares; 2025Q4: 50 shares 50 $1.9K <0.01% 0 Timeline IEO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16 shares; 2025Q2: 16 shares; 2025Q3: 16 shares; 2025Q4: 16 shares 16 $1.47K <0.01% 0 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 23 shares; 2024Q2: 23 shares; 2024Q3: 23 shares; 2024Q4: 23 shares; 2025Q1: 23 shares; 2025Q2: 23 shares; 2025Q3: 23 shares; 2025Q4: 23 shares 23 $1.33K <0.01% 0 Timeline RPG 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; 2024Q1: 260 shares; 2024Q2: 260 shares; 2024Q3: 221 shares; 2024Q4: 178 shares; 2025Q1: 135 shares; 2025Q2: 135 shares; 2025Q3: 72 shares; 2025Q4: 26 shares 26 $1.21K <0.01% -46 Timeline PGF 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; 2024Q1: 18,010 shares; 2024Q2: 16,450 shares; 2024Q3: 15,491 shares; 2024Q4: 10,207 shares; 2025Q1: 7,756 shares; 2025Q2: 8,506 shares; 2025Q3: 8,512 shares; 2025Q4: 54 shares 54 $764 <0.01% -8,458 Timeline PFFD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 13,326 shares; 2024Q2: 12,397 shares; 2024Q3: 11,536 shares; 2024Q4: 8,218 shares; 2025Q1: 6,874 shares; 2025Q2: 6,515 shares; 2025Q3: 6,519 shares; 2025Q4: 40 shares 40 $756 <0.01% -6,479 Timeline PXH 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; 2024Q1: 21 shares; 2024Q2: 21 shares; 2024Q3: 21 shares; 2024Q4: 21 shares; 2025Q1: 21 shares; 2025Q2: 21 shares; 2025Q3: 21 shares; 2025Q4: 21 shares 21 $542 <0.01% 0 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 1 shares; 2024Q2: 1 shares; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares 1 $258 <0.01% 0 Timeline EWS ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 1 shares; 2024Q2: 1 shares; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares 1 $28 <0.01% 0 Timeline