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: restricted; 2024Q2: restricted; 2024Q3: 275,609 shares; 2024Q4: 269,496 shares; 2025Q1: 264,854 shares; 2025Q2: not loaded; 2025Q3: 270,670 shares; 2025Q4: 265,643 shares 265,643 $89.1M 40.33% -5,027 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: restricted; 2024Q2: restricted; 2024Q3: 140,085 shares; 2024Q4: 149,885 shares; 2025Q1: 149,426 shares; 2025Q2: not loaded; 2025Q3: 164,358 shares; 2025Q4: 182,703 shares 182,703 $18.2M 8.26% +18,345 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 22 shares; 2025Q2: not loaded; 2025Q3: 22 shares; 2025Q4: 22 shares 22 $16.6M 7.52% 0 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: restricted; 2024Q2: restricted; 2024Q3: 162,902 shares; 2024Q4: 168,029 shares; 2025Q1: 164,191 shares; 2025Q2: not loaded; 2025Q3: 245,450 shares; 2025Q4: 237,156 shares 237,156 $14.8M 6.71% -8,294 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: restricted; 2024Q2: restricted; 2024Q3: 142,403 shares; 2024Q4: 142,472 shares; 2025Q1: 142,393 shares; 2025Q2: not loaded; 2025Q3: 142,311 shares; 2025Q4: 142,328 shares 142,328 $10.7M 4.86% +17 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: restricted; 2024Q2: restricted; 2024Q3: 69,497 shares; 2024Q4: 86,277 shares; 2025Q1: 86,286 shares; 2025Q2: not loaded; 2025Q3: 82,944 shares; 2025Q4: 85,526 shares 85,526 $6.66M 3.02% +2,582 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: restricted; 2024Q2: restricted; 2024Q3: 68,979 shares; 2024Q4: 85,207 shares; 2025Q1: 85,215 shares; 2025Q2: not loaded; 2025Q3: 81,902 shares; 2025Q4: 84,462 shares 84,462 $6.66M 3.01% +2,560 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,207 shares; 2024Q4: 7,207 shares; 2025Q1: 6,850 shares; 2025Q2: not loaded; 2025Q3: 6,593 shares; 2025Q4: 6,557 shares 6,557 $4.47M 2.02% -36 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,382 shares; 2024Q4: 42,504 shares; 2025Q1: 42,508 shares; 2025Q2: not loaded; 2025Q3: 40,692 shares; 2025Q4: 41,787 shares 41,787 $3.98M 1.8% +1,095 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: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 48,005 shares; 2025Q4: 50,456 shares 50,456 $3.74M 1.69% +2,451 Timeline BUSE FIRST BUSEY CORP More: the full row for FIRST BUSEY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 156,862 shares 156,862 $3.73M 1.69% new Timeline PSBD PALMER SQUARE CAPITAL BDC IN More: the full row for PALMER SQUARE CAPITAL BDC IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 472,034 shares; 2025Q2: not loaded; 2025Q3: 298,959 shares; 2025Q4: 298,959 shares 298,959 $3.64M 1.65% 0 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,628 shares; 2024Q4: 62,283 shares; 2025Q1: 65,038 shares; 2025Q2: not loaded; 2025Q3: 70,312 shares; 2025Q4: 72,477 shares 72,477 $3.37M 1.53% +2,165 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: restricted; 2024Q2: restricted; 2024Q3: 13,972 shares; 2024Q4: 13,972 shares; 2025Q1: 13,937 shares; 2025Q2: not loaded; 2025Q3: 13,845 shares; 2025Q4: 13,627 shares 13,627 $2.54M 1.15% -218 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,998 shares; 2024Q4: 51,928 shares; 2025Q1: 51,727 shares; 2025Q2: not loaded; 2025Q3: 51,378 shares; 2025Q4: 50,446 shares 50,446 $2.54M 1.15% -932 Timeline SPYV 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: restricted; 2024Q2: restricted; 2024Q3: 43,133 shares; 2024Q4: 43,133 shares; 2025Q1: 43,133 shares; 2025Q2: not loaded; 2025Q3: 43,133 shares; 2025Q4: 43,133 shares 43,133 $2.45M 1.11% 0 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,471 shares; 2024Q4: 36,471 shares; 2025Q1: 36,471 shares; 2025Q2: not loaded; 2025Q3: 28,203 shares; 2025Q4: 28,203 shares 28,203 $2.29M 1.04% 0 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,436 shares; 2024Q4: 18,436 shares; 2025Q1: 18,436 shares; 2025Q2: not loaded; 2025Q3: 18,436 shares; 2025Q4: 18,436 shares 18,436 $2.14M 0.97% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,598 shares; 2024Q4: 3,599 shares; 2025Q1: 3,599 shares; 2025Q2: not loaded; 2025Q3: 3,085 shares; 2025Q4: 3,023 shares 3,023 $1.9M 0.86% -62 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: restricted; 2024Q2: restricted; 2024Q3: 16,892 shares; 2024Q4: 16,893 shares; 2025Q1: 16,893 shares; 2025Q2: not loaded; 2025Q3: 16,790 shares; 2025Q4: 16,790 shares 16,790 $1.67M 0.76% 0 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: restricted; 2024Q2: restricted; 2024Q3: 25,217 shares; 2024Q4: 25,219 shares; 2025Q1: 25,219 shares; 2025Q2: not loaded; 2025Q3: 25,219 shares; 2025Q4: 25,220 shares 25,220 $1.36M 0.61% +1 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,752 shares; 2024Q4: 4,752 shares; 2025Q1: 4,752 shares; 2025Q2: not loaded; 2025Q3: 4,642 shares; 2025Q4: 9,284 shares 9,284 $1.34M 0.61% +4,642 Timeline SPYG 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: restricted; 2024Q2: restricted; 2024Q3: 12,221 shares; 2024Q4: 12,221 shares; 2025Q1: 12,221 shares; 2025Q2: not loaded; 2025Q3: 12,221 shares; 2025Q4: 12,221 shares 12,221 $1.3M 0.59% 0 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: restricted; 2024Q2: restricted; 2024Q3: 2,424 shares; 2024Q4: 2,424 shares; 2025Q1: 2,424 shares; 2025Q2: not loaded; 2025Q3: 2,404 shares; 2025Q4: 2,325 shares 2,325 $1.17M 0.53% -79 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: restricted; 2024Q2: restricted; 2024Q3: 22,653 shares; 2024Q4: 22,653 shares; 2025Q1: 22,653 shares; 2025Q2: not loaded; 2025Q3: 22,653 shares; 2025Q4: 22,653 shares 22,653 $1.13M 0.51% 0 Timeline VTES VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,984 shares; 2024Q4: 11,984 shares; 2025Q1: 11,984 shares; 2025Q2: not loaded; 2025Q3: 10,674 shares; 2025Q4: 10,674 shares 10,674 $1.08M 0.49% 0 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,383 shares; 2024Q4: 8,383 shares; 2025Q1: 8,118 shares; 2025Q2: not loaded; 2025Q3: 7,859 shares; 2025Q4: 7,859 shares 7,859 $956K 0.43% 0 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,136 shares; 2024Q4: 30,410 shares; 2025Q1: 30,414 shares; 2025Q2: not loaded; 2025Q3: 30,009 shares; 2025Q4: 30,009 shares 30,009 $823K 0.37% 0 Timeline VGK 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: restricted; 2024Q2: restricted; 2024Q3: 9,718 shares; 2024Q4: 9,718 shares; 2025Q1: 9,718 shares; 2025Q2: not loaded; 2025Q3: 9,718 shares; 2025Q4: 9,718 shares 9,718 $813K 0.37% 0 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,322 shares; 2024Q4: 1,322 shares; 2025Q1: 1,322 shares; 2025Q2: not loaded; 2025Q3: 1,306 shares; 2025Q4: 1,306 shares 1,306 $802K 0.36% 0 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 2,483 shares; 2025Q4: 2,483 shares 2,483 $775K 0.35% 0 Timeline SPHY 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: restricted; 2024Q2: restricted; 2024Q3: 113,434 shares; 2024Q4: 84,111 shares; 2025Q1: 84,111 shares; 2025Q2: not loaded; 2025Q3: 83,957 shares; 2025Q4: 32,395 shares 32,395 $767K 0.35% -51,562 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: restricted; 2024Q2: restricted; 2024Q3: 2,081 shares; 2024Q4: 2,541 shares; 2025Q1: 2,516 shares; 2025Q2: not loaded; 2025Q3: 2,516 shares; 2025Q4: 2,516 shares 2,516 $684K 0.31% 0 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: restricted; 2024Q2: restricted; 2024Q3: 271 shares; 2024Q4: 271 shares; 2025Q1: 271 shares; 2025Q2: not loaded; 2025Q3: 555 shares; 2025Q4: 555 shares 555 $596K 0.27% 0 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: restricted; 2024Q2: restricted; 2024Q3: 1,017 shares; 2024Q4: 1,082 shares; 2025Q1: 1,082 shares; 2025Q2: not loaded; 2025Q3: 1,082 shares; 2025Q4: 1,082 shares 1,082 $523K 0.24% 0 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: restricted; 2024Q2: restricted; 2024Q3: 1,560 shares; 2024Q4: 1,560 shares; 2025Q1: 1,560 shares; 2025Q2: not loaded; 2025Q3: 1,560 shares; 2025Q4: 1,560 shares 1,560 $488K 0.22% 0 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: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 6,133 shares 6,133 $468K 0.21% new Timeline VSS 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: restricted; 2024Q2: restricted; 2024Q3: 2,982 shares; 2024Q4: 2,982 shares; 2025Q1: 2,982 shares; 2025Q2: not loaded; 2025Q3: 2,982 shares; 2025Q4: 2,982 shares 2,982 $427K 0.19% 0 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,698 shares; 2024Q4: 12,698 shares; 2025Q1: 12,698 shares; 2025Q2: not loaded; 2025Q3: 12,698 shares; 2025Q4: 12,698 shares 12,698 $416K 0.19% 0 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 2,792 shares; 2025Q4: 2,792 shares 2,792 $371K 0.17% 0 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: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 3,049 shares; 2025Q4: 3,049 shares 3,049 $367K 0.17% 0 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,961 shares; 2024Q4: 1,961 shares; 2025Q1: 1,961 shares; 2025Q2: not loaded; 2025Q3: 1,961 shares; 2025Q4: 1,961 shares 1,961 $360K 0.16% 0 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 926 shares; 2025Q4: 926 shares 926 $274K 0.12% 0 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,977 shares; 2024Q4: 1,977 shares; 2025Q1: 1,977 shares; 2025Q2: not loaded; 2025Q3: 1,977 shares; 2025Q4: 1,977 shares 1,977 $260K 0.12% 0 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 729 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 729 shares; 2025Q4: 729 shares 729 $245K 0.11% 0 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,964 shares; 2024Q4: not reported; 2025Q1: 2,964 shares; 2025Q2: not loaded; 2025Q3: 2,964 shares; 2025Q4: 2,964 shares 2,964 $239K 0.11% 0 Timeline HEDJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,400 shares; 2025Q2: not loaded; 2025Q3: 4,400 shares; 2025Q4: 4,400 shares 4,400 $233K 0.11% 0 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: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 1,067 shares; 2025Q4: 1,067 shares 1,067 $232K 0.1% 0 Timeline FETH FIDELITY ETHEREUM FD More: the full row for FIDELITY ETHEREUM FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 7,580 shares 7,580 $224K 0.1% new Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 451 shares; 2025Q4: 451 shares 451 $220K 0.1% 0 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: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 3,219 shares; 2025Q4: 3,219 shares 3,219 $216K 0.1% 0 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 729 shares; 2025Q4: 729 shares 729 $214K 0.1% 0 Timeline FSOL FIDELITY SOLANA FD More: the full row for FIDELITY SOLANA FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 14,212 shares 14,212 $207K 0.09% new Timeline