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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,335 shares; 2024Q4: 68,452 shares; 2025Q1: 72,780 shares; 2025Q2: 75,697 shares; 2025Q3: 79,551 shares 79,551 $48.7M 25% +3,854 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 154,676 shares; 2024Q4: 149,818 shares; 2025Q1: 162,972 shares; 2025Q2: 334,522 shares; 2025Q3: 177,230 shares 177,230 $37.1M 19.04% -157,292 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 274,025 shares; 2024Q4: 280,635 shares; 2025Q1: 325,427 shares; 2025Q2: 658,588 shares; 2025Q3: 348,772 shares 348,772 $25.6M 13.15% -309,816 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 292,708 shares; 2024Q4: 298,465 shares; 2025Q1: 336,150 shares; 2025Q2: 308,340 shares; 2025Q3: 318,211 shares 318,211 $23.7M 12.15% +9,871 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 231,747 shares; 2024Q4: 227,131 shares; 2025Q1: 221,866 shares; 2025Q2: 225,083 shares; 2025Q3: 223,790 shares 223,790 $13.4M 6.89% -1,293 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,762 shares; 2024Q4: 22,779 shares; 2025Q1: 24,600 shares; 2025Q2: 25,010 shares; 2025Q3: 24,609 shares 24,609 $8.08M 4.15% -401 Timeline BSCQ 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 123,416 shares; 2024Q4: 160,917 shares; 2025Q1: 170,927 shares; 2025Q2: 172,934 shares; 2025Q3: 192,137 shares 192,137 $3.76M 1.93% +19,203 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,540 shares; 2024Q4: 22,540 shares; 2025Q1: 22,540 shares; 2025Q2: 22,540 shares; 2025Q3: 22,540 shares 22,540 $3.28M 1.69% 0 Timeline BSCR 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,557 shares; 2024Q4: 110,018 shares; 2025Q1: 131,177 shares; 2025Q2: 137,728 shares; 2025Q3: 151,722 shares 151,722 $2.99M 1.54% +13,994 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,330 shares; 2024Q4: 12,997 shares; 2025Q1: 11,673 shares; 2025Q2: 11,673 shares; 2025Q3: 11,673 shares 11,673 $2.96M 1.52% 0 Timeline INVESCO INVESCO More: the full row for INVESCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107,730 shares; 2024Q4: 125,892 shares; 2025Q1: 124,400 shares; 2025Q2: 125,873 shares; 2025Q3: 127,808 shares 127,808 $2.64M 1.36% +1,935 MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,656 shares; 2024Q4: 3,736 shares; 2025Q1: 3,736 shares; 2025Q2: 3,736 shares; 2025Q3: 3,736 shares 3,736 $1.93M 0.99% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,327 shares; 2024Q4: 2,327 shares; 2025Q1: 2,327 shares; 2025Q2: 2,327 shares; 2025Q3: 2,327 shares 2,327 $1.78M 0.91% 0 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,857 shares; 2024Q4: 3,857 shares; 2025Q1: 3,857 shares; 2025Q2: 3,857 shares; 2025Q3: 3,355 shares 3,355 $1.42M 0.73% -502 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,120 shares; 2025Q2: 11,120 shares; 2025Q3: 22,655 shares 22,655 $1.36M 0.7% +11,535 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,512 shares; 2024Q4: 2,512 shares; 2025Q1: 2,512 shares; 2025Q2: 5,029 shares; 2025Q3: 2,513 shares 2,513 $1.2M 0.62% -2,516 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,959 shares; 2024Q4: 17,646 shares; 2025Q1: 21,646 shares; 2025Q2: 21,646 shares; 2025Q3: 21,646 shares 21,646 $1.08M 0.56% 0 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,465 shares; 2024Q4: 4,245 shares; 2025Q1: 4,245 shares; 2025Q2: 4,245 shares; 2025Q3: 4,165 shares 4,165 $916K 0.47% -80 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,972 shares; 2024Q4: 1,972 shares; 2025Q1: 1,649 shares; 2025Q2: 1,649 shares; 2025Q3: 1,649 shares 1,649 $863K 0.44% 0 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,240 shares; 2024Q4: 1,243 shares; 2025Q1: 1,245 shares; 2025Q2: 1,252 shares; 2025Q3: 1,246 shares 1,246 $834K 0.43% -6 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,765 shares; 2024Q4: 6,737 shares; 2025Q1: 7,803 shares; 2025Q2: 8,147 shares; 2025Q3: 8,178 shares 8,178 $814K 0.42% +31 Timeline XPO XPO INC More: the full row for XPO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,844 shares; 2024Q4: 5,844 shares; 2025Q1: 5,844 shares; 2025Q2: 5,844 shares; 2025Q3: 5,844 shares 5,844 $755K 0.39% 0 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,569 shares; 2024Q4: 3,581 shares; 2025Q1: 3,598 shares; 2025Q2: 3,598 shares; 2025Q3: 3,598 shares 3,598 $683K 0.35% 0 Timeline BSCS 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,426 shares; 2025Q2: 23,205 shares; 2025Q3: 30,541 shares 30,541 $627K 0.32% +7,336 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,162 shares; 2024Q4: 10,475 shares; 2025Q1: 10,480 shares; 2025Q2: 20,971 shares; 2025Q3: 10,511 shares 10,511 $569K 0.29% -10,460 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,788 shares; 2025Q1: 7,208 shares; 2025Q2: 7,208 shares; 2025Q3: 7,208 shares 7,208 $494K 0.25% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 762 shares; 2024Q4: 786 shares; 2025Q1: 786 shares; 2025Q2: 787 shares; 2025Q3: 788 shares 788 $473K 0.24% +1 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,113 shares; 2024Q4: 3,113 shares; 2025Q1: 2,510 shares; 2025Q2: 2,516 shares; 2025Q3: 2,510 shares 2,510 $468K 0.24% -6 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 928 shares; 2024Q4: 928 shares; 2025Q1: 928 shares; 2025Q2: 928 shares; 2025Q3: 928 shares 928 $452K 0.23% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,039 shares; 2024Q4: 15,121 shares; 2025Q1: 15,126 shares; 2025Q2: 15,132 shares; 2025Q3: 15,161 shares 15,161 $414K 0.21% +29 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,925 shares; 2024Q4: 4,925 shares; 2025Q1: 4,925 shares; 2025Q2: 4,925 shares; 2025Q3: 4,925 shares 4,925 $407K 0.21% 0 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,614 shares; 2024Q4: 1,614 shares; 2025Q1: 1,614 shares; 2025Q2: 1,614 shares; 2025Q3: 1,614 shares 1,614 $391K 0.2% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,448 shares; 2024Q4: 3,448 shares; 2025Q1: 3,448 shares; 2025Q2: 3,448 shares; 2025Q3: 3,416 shares 3,416 $385K 0.2% -32 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 908 shares; 2024Q4: 891 shares; 2025Q1: 891 shares; 2025Q2: 891 shares; 2025Q3: 891 shares 891 $380K 0.19% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 493 shares; 2024Q4: 493 shares; 2025Q1: 493 shares; 2025Q2: 493 shares; 2025Q3: 493 shares 493 $367K 0.19% 0 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 966 shares; 2024Q4: 966 shares; 2025Q1: 966 shares; 2025Q2: 966 shares; 2025Q3: 966 shares 966 $353K 0.18% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,666 shares; 2024Q4: 8,666 shares; 2025Q1: 8,666 shares; 2025Q2: 8,666 shares; 2025Q3: 8,666 shares 8,666 $334K 0.17% 0 Timeline QXO QXO INC More: the full row for QXO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,930 shares; 2025Q2: 15,930 shares; 2025Q3: 15,930 shares 15,930 $304K 0.16% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,391 shares; 2024Q4: 4,437 shares; 2025Q1: 4,437 shares; 2025Q2: 4,448 shares; 2025Q3: 4,449 shares 4,449 $300K 0.15% +1 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,336 shares; 2025Q1: 1,338 shares; 2025Q2: 1,338 shares; 2025Q3: 1,340 shares 1,340 $289K 0.15% +2 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,398 shares; 2024Q4: 1,238 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,238 shares 1,238 $265K 0.14% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,969 shares; 2024Q4: 5,055 shares; 2025Q1: 5,055 shares; 2025Q2: 5,064 shares; 2025Q3: 5,064 shares 5,064 $256K 0.13% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,243 shares; 2024Q4: 3,066 shares; 2025Q1: 3,087 shares; 2025Q2: 3,113 shares; 2025Q3: 3,119 shares 3,119 $249K 0.13% +6 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,560 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,330 shares 1,330 $248K 0.13% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,003 shares; 2024Q4: 3,039 shares; 2025Q1: 3,058 shares; 2025Q2: 3,087 shares; 2025Q3: 3,117 shares 3,117 $246K 0.13% +30 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,761 shares; 2024Q4: 2,034 shares; 2025Q1: 2,040 shares; 2025Q2: 2,040 shares; 2025Q3: 2,040 shares 2,040 $242K 0.12% 0 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,124 shares; 2025Q1: 2,124 shares; 2025Q2: 2,124 shares; 2025Q3: 2,021 shares 2,021 $231K 0.12% -103 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 531 shares 531 $214K 0.11% new Timeline