VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 191,889 shares; 2023Q3: 193,961 shares; 2023Q4: 200,361 shares; 2024Q1: 215,684 shares; 2024Q2: 215,243 shares; 2024Q3: 216,615 shares; 2024Q4: 218,079 shares; 2025Q1: 218,644 shares 218,644 $60.1M 20.59% +565 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 106,736 shares; 2023Q3: 105,359 shares; 2023Q4: 101,602 shares; 2024Q1: 100,657 shares; 2024Q2: 99,255 shares; 2024Q3: 98,897 shares; 2024Q4: 98,672 shares; 2025Q1: 97,688 shares 97,688 $25.1M 8.6% -984 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 352,896 shares; 2023Q3: 371,396 shares; 2023Q4: 370,436 shares; 2024Q1: 377,283 shares; 2024Q2: 378,804 shares; 2024Q3: 383,067 shares; 2024Q4: 409,219 shares; 2025Q1: 418,759 shares 418,759 $21.3M 7.29% +9,540 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 96,265 shares; 2023Q3: 96,768 shares; 2023Q4: 102,026 shares; 2024Q1: 117,170 shares; 2024Q2: 117,709 shares; 2024Q3: 118,949 shares; 2024Q4: 116,930 shares; 2025Q1: 112,716 shares 112,716 $19.3M 6.6% -4,214 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; 2023Q2: 133,130 shares; 2023Q3: not reported; 2023Q4: 192,023 shares; 2024Q1: 227,453 shares; 2024Q2: 243,488 shares; 2024Q3: 255,807 shares; 2024Q4: 280,832 shares; 2025Q1: 283,598 shares 283,598 $16.8M 5.77% +2,766 Timeline LRGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 221,371 shares; 2023Q3: 193,703 shares; 2023Q4: 201,789 shares; 2024Q1: 230,069 shares; 2024Q2: 228,540 shares; 2024Q3: 231,026 shares; 2024Q4: 239,111 shares; 2025Q1: 257,225 shares 257,225 $14.9M 5.1% +18,114 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 90,205 shares; 2023Q3: 88,652 shares; 2023Q4: 87,491 shares; 2024Q1: 87,271 shares; 2024Q2: 87,204 shares; 2024Q3: 87,084 shares; 2024Q4: 85,401 shares; 2025Q1: 92,625 shares 92,625 $11.3M 3.87% +7,224 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 213,705 shares; 2023Q3: 219,748 shares; 2023Q4: 211,928 shares; 2024Q1: 226,620 shares; 2024Q2: 232,584 shares; 2024Q3: 244,502 shares; 2024Q4: 253,798 shares; 2025Q1: 255,861 shares 255,861 $10.2M 3.48% +2,063 Timeline INTF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 281,274 shares; 2023Q3: 265,912 shares; 2023Q4: 263,153 shares; 2024Q1: 254,662 shares; 2024Q2: 249,395 shares; 2024Q3: 261,917 shares; 2024Q4: 291,255 shares; 2025Q1: 318,745 shares 318,745 $9.83M 3.37% +27,490 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 88,162 shares; 2023Q3: 88,791 shares; 2023Q4: 95,039 shares; 2024Q1: 92,555 shares; 2024Q2: 90,480 shares; 2024Q3: 94,179 shares; 2024Q4: 98,328 shares; 2025Q1: 98,489 shares 98,489 $7.45M 2.55% +161 Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 199,271 shares; 2023Q3: 203,545 shares; 2023Q4: 172,737 shares; 2024Q1: 115,390 shares; 2024Q2: 110,480 shares; 2024Q3: 112,615 shares; 2024Q4: 117,673 shares; 2025Q1: 119,049 shares 119,049 $6.95M 2.38% +1,376 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 109,312 shares; 2023Q3: 107,023 shares; 2023Q4: 105,657 shares; 2024Q1: 105,371 shares; 2024Q2: 105,402 shares; 2024Q3: 105,143 shares; 2024Q4: 104,764 shares; 2025Q1: 98,700 shares 98,700 $5.99M 2.05% -6,064 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 90,739 shares; 2023Q3: 89,578 shares; 2023Q4: 88,170 shares; 2024Q1: 88,522 shares; 2024Q2: 88,362 shares; 2024Q3: 88,369 shares; 2024Q4: 264,258 shares; 2025Q1: 250,830 shares 250,830 $5.4M 1.85% -13,428 Timeline EMGF ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 196,572 shares; 2023Q3: 201,203 shares; 2023Q4: 175,402 shares; 2024Q1: 96,966 shares; 2024Q2: 95,478 shares; 2024Q3: 98,808 shares; 2024Q4: 106,225 shares; 2025Q1: 113,068 shares 113,068 $5.29M 1.81% +6,843 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 154,241 shares; 2023Q3: 145,482 shares; 2023Q4: 139,937 shares; 2024Q1: 136,073 shares; 2024Q2: 134,381 shares; 2024Q3: 129,028 shares; 2024Q4: 262,124 shares; 2025Q1: 254,798 shares 254,798 $5.04M 1.73% -7,326 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 29,091 shares; 2023Q3: 27,021 shares; 2023Q4: 26,273 shares; 2024Q1: 25,788 shares; 2024Q2: 25,582 shares; 2024Q3: 25,214 shares; 2024Q4: 24,526 shares; 2025Q1: 22,754 shares 22,754 $4.41M 1.51% -1,772 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 62,997 shares; 2023Q3: 62,997 shares; 2023Q4: 61,527 shares; 2024Q1: 58,316 shares; 2024Q2: 55,760 shares; 2024Q3: 55,045 shares; 2024Q4: 54,430 shares; 2025Q1: 53,213 shares 53,213 $4.41M 1.51% -1,217 Timeline SMLF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 102,380 shares; 2023Q3: 101,837 shares; 2023Q4: 88,711 shares; 2024Q1: 60,957 shares; 2024Q2: 57,776 shares; 2024Q3: 58,101 shares; 2024Q4: 58,352 shares; 2025Q1: 57,191 shares 57,191 $3.55M 1.22% -1,161 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 21,191 shares; 2023Q3: 19,803 shares; 2023Q4: 18,830 shares; 2024Q1: 18,071 shares; 2024Q2: 16,872 shares; 2024Q3: 16,492 shares; 2024Q4: 16,283 shares; 2025Q1: 15,580 shares 15,580 $3.46M 1.19% -703 Timeline FNDC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 176,006 shares; 2023Q3: 180,158 shares; 2023Q4: 148,061 shares; 2024Q1: 87,202 shares; 2024Q2: 85,473 shares; 2024Q3: 87,629 shares; 2024Q4: 92,551 shares; 2025Q1: 92,854 shares 92,854 $3.36M 1.15% +303 Timeline SMMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 147,247 shares; 2023Q3: 145,559 shares; 2023Q4: 128,319 shares; 2024Q1: 76,104 shares; 2024Q2: 70,003 shares; 2024Q3: 72,060 shares; 2024Q4: 69,287 shares; 2025Q1: 67,215 shares 67,215 $2.79M 0.95% -2,072 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; 2023Q2: 13,854 shares; 2023Q3: 13,853 shares; 2023Q4: 13,542 shares; 2024Q1: 13,421 shares; 2024Q2: 13,010 shares; 2024Q3: 12,881 shares; 2024Q4: 12,245 shares; 2025Q1: 11,456 shares 11,456 $2.54M 0.87% -789 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; 2023Q2: 44,227 shares; 2023Q3: 44,087 shares; 2023Q4: 44,087 shares; 2024Q1: 44,087 shares; 2024Q2: 44,053 shares; 2024Q3: 42,203 shares; 2024Q4: 42,203 shares; 2025Q1: 42,167 shares 42,167 $2.52M 0.86% -36 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; 2023Q2: 60,572 shares; 2023Q3: 60,572 shares; 2023Q4: 60,067 shares; 2024Q1: 59,864 shares; 2024Q2: 59,666 shares; 2024Q3: 59,330 shares; 2024Q4: 57,720 shares; 2025Q1: 59,015 shares 59,015 $2.15M 0.74% +1,295 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 26,146 shares; 2023Q3: 26,071 shares; 2023Q4: 26,071 shares; 2024Q1: 26,071 shares; 2024Q2: 26,071 shares; 2024Q3: 26,071 shares; 2024Q4: 26,071 shares; 2025Q1: 26,071 shares 26,071 $2.13M 0.73% 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; 2023Q2: 58,382 shares; 2023Q3: 55,628 shares; 2023Q4: 54,358 shares; 2024Q1: 47,936 shares; 2024Q2: 47,729 shares; 2024Q3: 46,789 shares; 2024Q4: 46,789 shares; 2025Q1: 46,257 shares 46,257 $2.09M 0.72% -532 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 31,634 shares; 2023Q3: 31,551 shares; 2023Q4: 31,245 shares; 2024Q1: 30,979 shares; 2024Q2: 30,982 shares; 2024Q3: 30,629 shares; 2024Q4: 30,631 shares; 2025Q1: 30,634 shares 30,634 $2.08M 0.71% +3 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 45,001 shares; 2023Q3: 44,927 shares; 2023Q4: 46,150 shares; 2024Q1: 33,053 shares; 2024Q2: 29,194 shares; 2024Q3: 28,521 shares; 2024Q4: 28,350 shares; 2025Q1: 29,958 shares 29,958 $1.62M 0.55% +1,608 Timeline PDN 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; 2023Q2: 93,027 shares; 2023Q3: 90,825 shares; 2023Q4: 85,345 shares; 2024Q1: 52,775 shares; 2024Q2: 48,206 shares; 2024Q3: 46,928 shares; 2024Q4: 47,713 shares; 2025Q1: 45,889 shares 45,889 $1.54M 0.53% -1,824 Timeline FNDE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 113,541 shares; 2023Q3: 113,541 shares; 2023Q4: 113,351 shares; 2024Q1: 49,290 shares; 2024Q2: 45,398 shares; 2024Q3: 44,758 shares; 2024Q4: 43,594 shares; 2025Q1: 46,205 shares 46,205 $1.42M 0.49% +2,611 Timeline DMXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 15,455 shares; 2023Q3: 17,515 shares; 2023Q4: 17,527 shares; 2024Q1: 17,342 shares; 2024Q2: 17,211 shares; 2024Q3: 20,950 shares; 2024Q4: 20,425 shares; 2025Q1: 20,865 shares 20,865 $1.41M 0.48% +440 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 2,984 shares; 2023Q3: 2,984 shares; 2023Q4: 2,984 shares; 2024Q1: 2,984 shares; 2024Q2: 2,984 shares; 2024Q3: 2,984 shares; 2024Q4: 2,984 shares; 2025Q1: 2,984 shares 2,984 $1.4M 0.48% 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; 2023Q2: 3,475 shares; 2023Q3: 3,595 shares; 2023Q4: 3,455 shares; 2024Q1: 3,455 shares; 2024Q2: 3,455 shares; 2024Q3: 3,455 shares; 2024Q4: 3,455 shares; 2025Q1: 3,484 shares 3,484 $1.31M 0.45% +29 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 55,916 shares; 2023Q3: 56,407 shares; 2023Q4: 49,012 shares; 2024Q1: 36,539 shares; 2024Q2: 34,884 shares; 2024Q3: 34,609 shares; 2024Q4: 34,846 shares; 2025Q1: 34,900 shares 34,900 $1.26M 0.43% +54 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 1,441 shares; 2023Q3: 1,441 shares; 2023Q4: 1,441 shares; 2024Q1: 1,441 shares; 2024Q2: 1,441 shares; 2024Q3: 1,441 shares; 2024Q4: 2,211 shares; 2025Q1: 2,211 shares 2,211 $1.24M 0.42% 0 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 17,818 shares; 2023Q3: 17,818 shares; 2023Q4: 17,818 shares; 2024Q1: 17,323 shares; 2024Q2: 17,088 shares; 2024Q3: 17,088 shares; 2024Q4: 51,264 shares; 2025Q1: 51,264 shares 51,264 $1.21M 0.41% 0 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 11,726 shares; 2023Q3: 11,726 shares; 2023Q4: 11,726 shares; 2024Q1: 11,726 shares; 2024Q2: 11,726 shares; 2024Q3: 11,726 shares; 2024Q4: 50,406 shares; 2025Q1: 50,406 shares 50,406 $1.11M 0.38% 0 Timeline FNDB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 17,921 shares; 2023Q3: 16,136 shares; 2023Q4: 15,922 shares; 2024Q1: 15,922 shares; 2024Q2: 15,701 shares; 2024Q3: 15,386 shares; 2024Q4: 46,158 shares; 2025Q1: 45,843 shares 45,843 $1.05M 0.36% -315 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 1,693 shares; 2023Q3: 1,693 shares; 2023Q4: 1,693 shares; 2024Q1: 1,693 shares; 2024Q2: 1,692 shares; 2024Q3: 1,683 shares; 2024Q4: 1,683 shares; 2025Q1: 1,894 shares 1,894 $973K 0.33% +211 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 5,370 shares; 2023Q3: 5,513 shares; 2023Q4: 5,168 shares; 2024Q1: 5,168 shares; 2024Q2: 5,168 shares; 2024Q3: 4,988 shares; 2024Q4: 4,988 shares; 2025Q1: 4,982 shares 4,982 $948K 0.32% -6 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 5,513 shares; 2023Q3: 5,098 shares; 2023Q4: 5,098 shares; 2024Q1: 4,598 shares; 2024Q2: 4,598 shares; 2024Q3: 4,598 shares; 2024Q4: 4,598 shares; 2025Q1: 4,598 shares 4,598 $917K 0.31% 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; 2023Q2: 1,441 shares; 2023Q3: 1,441 shares; 2023Q4: 1,441 shares; 2024Q1: 1,441 shares; 2024Q2: 1,441 shares; 2024Q3: 1,552 shares; 2024Q4: 1,552 shares; 2025Q1: 1,552 shares 1,552 $872K 0.3% 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; 2023Q2: 5,840 shares; 2023Q3: 5,840 shares; 2023Q4: 5,840 shares; 2024Q1: 5,350 shares; 2024Q2: 5,350 shares; 2024Q3: 5,350 shares; 2024Q4: 5,350 shares; 2025Q1: 5,350 shares 5,350 $776K 0.27% 0 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 2,330 shares; 2023Q3: 2,330 shares; 2023Q4: 2,330 shares; 2024Q1: 2,330 shares; 2024Q2: 2,330 shares; 2024Q3: 2,330 shares; 2024Q4: 2,330 shares; 2025Q1: 2,330 shares 2,330 $740K 0.25% 0 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 4,972 shares; 2023Q3: 4,742 shares; 2023Q4: 4,746 shares; 2024Q1: 5,361 shares; 2024Q2: 6,279 shares; 2024Q3: 6,654 shares; 2024Q4: 7,518 shares; 2025Q1: 7,538 shares 7,538 $686K 0.24% +20 Timeline USXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 6,741 shares; 2023Q3: 7,891 shares; 2023Q4: 8,065 shares; 2024Q1: 11,514 shares; 2024Q2: 12,882 shares; 2024Q3: 14,678 shares; 2024Q4: 12,325 shares; 2025Q1: 14,562 shares 14,562 $680K 0.23% +2,237 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 1,705 shares; 2023Q3: 1,680 shares; 2023Q4: 1,655 shares; 2024Q1: 1,630 shares; 2024Q2: 1,605 shares; 2024Q3: 1,571 shares; 2024Q4: 1,491 shares; 2025Q1: 1,466 shares 1,466 $655K 0.22% -25 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 5,350 shares; 2023Q3: 5,335 shares; 2023Q4: 4,935 shares; 2024Q1: 4,929 shares; 2024Q2: 4,347 shares; 2024Q3: 4,347 shares; 2024Q4: 4,200 shares; 2025Q1: 5,126 shares 5,126 $625K 0.21% +926 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; 2023Q2: 10,584 shares; 2023Q3: 10,019 shares; 2023Q4: 9,256 shares; 2024Q1: 9,256 shares; 2024Q2: 9,256 shares; 2024Q3: 9,256 shares; 2024Q4: 9,256 shares; 2025Q1: 8,973 shares 8,973 $554K 0.19% -283 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 4,760 shares; 2023Q3: 4,760 shares; 2023Q4: 4,740 shares; 2024Q1: 4,480 shares; 2024Q2: 4,480 shares; 2024Q3: 4,480 shares; 2024Q4: 3,601 shares; 2025Q1: 3,347 shares 3,347 $523K 0.18% -254 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 11,602 shares; 2023Q3: 11,356 shares; 2023Q4: 11,086 shares; 2024Q1: 11,086 shares; 2024Q2: 11,086 shares; 2024Q3: 11,086 shares; 2024Q4: 11,086 shares; 2025Q1: 11,010 shares 11,010 $481K 0.16% -76 Timeline GEN GEN DIGITAL INC More: the full row for GEN DIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 15,853 shares; 2023Q3: 15,853 shares; 2023Q4: 15,853 shares; 2024Q1: 15,853 shares; 2024Q2: 15,853 shares; 2024Q3: 15,853 shares; 2024Q4: 15,853 shares; 2025Q1: 15,853 shares 15,853 $421K 0.14% 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; 2023Q2: 20,946 shares; 2023Q3: 20,946 shares; 2023Q4: 18,144 shares; 2024Q1: 15,448 shares; 2024Q2: 14,061 shares; 2024Q3: 13,489 shares; 2024Q4: 16,259 shares; 2025Q1: 15,234 shares 15,234 $420K 0.14% -1,025 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 4,049 shares; 2023Q3: 3,388 shares; 2023Q4: 3,368 shares; 2024Q1: 3,368 shares; 2024Q2: 3,368 shares; 2024Q3: 3,368 shares; 2024Q4: 3,238 shares; 2025Q1: 3,003 shares 3,003 $420K 0.14% -235 Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 9,179 shares; 2023Q3: 9,049 shares; 2023Q4: 9,049 shares; 2024Q1: 6,994 shares; 2024Q2: 6,994 shares; 2024Q3: 6,994 shares; 2024Q4: 13,988 shares; 2025Q1: 13,988 shares 13,988 $383K 0.13% 0 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 2,628 shares; 2023Q3: 2,612 shares; 2023Q4: 2,609 shares; 2024Q1: 2,469 shares; 2024Q2: 2,469 shares; 2024Q3: 2,469 shares; 2024Q4: 1,968 shares; 2025Q1: 1,908 shares 1,908 $382K 0.13% -60 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 3,630 shares; 2023Q3: 3,630 shares; 2023Q4: 3,940 shares; 2024Q1: 3,900 shares; 2024Q2: 3,751 shares; 2024Q3: 3,751 shares; 2024Q4: 4,470 shares; 2025Q1: 4,534 shares 4,534 $370K 0.13% +64 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; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,364 shares 6,364 $359K 0.12% new 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; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 12,333 shares; 2025Q1: 12,333 shares 12,333 $345K 0.12% 0 Timeline EMXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 11,670 shares; 2023Q3: 15,870 shares; 2023Q4: 15,935 shares; 2024Q1: 8,573 shares; 2024Q2: 7,601 shares; 2024Q3: 8,711 shares; 2024Q4: 8,646 shares; 2025Q1: 8,613 shares 8,613 $329K 0.11% -33 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 4,579 shares; 2023Q3: 4,598 shares; 2023Q4: 4,579 shares; 2024Q1: 4,194 shares; 2024Q2: 4,093 shares; 2024Q3: 3,807 shares; 2024Q4: 3,612 shares; 2025Q1: 3,162 shares 3,162 $325K 0.11% -450 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 4,250 shares; 2023Q3: 3,542 shares; 2023Q4: 3,458 shares; 2024Q1: 3,143 shares; 2024Q2: 3,138 shares; 2024Q3: 3,023 shares; 2024Q4: 2,282 shares; 2025Q1: 2,062 shares 2,062 $319K 0.11% -220 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: 4,373 shares; 2023Q4: 4,404 shares; 2024Q1: 3,755 shares; 2024Q2: 3,770 shares; 2024Q3: 3,734 shares; 2024Q4: 3,761 shares; 2025Q1: 3,084 shares 3,084 $305K 0.1% -677 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 920 shares; 2023Q3: not reported; 2023Q4: 920 shares; 2024Q1: 920 shares; 2024Q2: 920 shares; 2024Q3: 920 shares; 2024Q4: 920 shares; 2025Q1: 920 shares 920 $282K 0.1% 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; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 7,189 shares; 2024Q1: 7,189 shares; 2024Q2: 7,189 shares; 2024Q3: 7,189 shares; 2024Q4: 7,189 shares; 2025Q1: 7,189 shares 7,189 $275K 0.09% 0 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 7,279 shares; 2023Q3: 7,279 shares; 2023Q4: 7,279 shares; 2024Q1: 7,279 shares; 2024Q2: 7,279 shares; 2024Q3: 7,279 shares; 2024Q4: 4,193 shares; 2025Q1: 4,193 shares 4,193 $260K 0.09% 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; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,276 shares; 2024Q2: 1,246 shares; 2024Q3: 1,216 shares; 2024Q4: 1,186 shares; 2025Q1: 1,026 shares 1,026 $255K 0.09% -160 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,044 shares; 2024Q3: 1,044 shares; 2024Q4: 1,044 shares; 2025Q1: 1,010 shares 1,010 $248K 0.08% -34 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 2,086 shares; 2023Q3: 2,234 shares; 2023Q4: 1,861 shares; 2024Q1: 1,861 shares; 2024Q2: 1,861 shares; 2024Q3: 1,861 shares; 2024Q4: 1,701 shares; 2025Q1: 1,489 shares 1,489 $247K 0.08% -212 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 2,283 shares; 2023Q3: 2,266 shares; 2023Q4: 2,266 shares; 2024Q1: 2,226 shares; 2024Q2: 715 shares; 2024Q3: 715 shares; 2024Q4: 715 shares; 2025Q1: 637 shares 637 $244K 0.08% -78 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 8,340 shares; 2023Q3: 11,140 shares; 2023Q4: 11,161 shares; 2024Q1: 6,178 shares; 2024Q2: 6,181 shares; 2024Q3: 6,185 shares; 2024Q4: 6,157 shares; 2025Q1: 6,275 shares 6,275 $241K 0.08% +118 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 2,329 shares; 2023Q3: not reported; 2023Q4: 2,329 shares; 2024Q1: 2,264 shares; 2024Q2: 2,264 shares; 2024Q3: 2,264 shares; 2024Q4: 2,264 shares; 2025Q1: 2,283 shares 2,283 $239K 0.08% +19 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 1,453 shares; 2023Q3: 1,453 shares; 2023Q4: not reported; 2024Q1: 1,453 shares; 2024Q2: 1,453 shares; 2024Q3: 1,453 shares; 2024Q4: 1,453 shares; 2025Q1: 1,406 shares 1,406 $235K 0.08% -47 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 3,835 shares; 2024Q2: 3,835 shares; 2024Q3: 3,835 shares; 2024Q4: 3,835 shares; 2025Q1: 3,835 shares 3,835 $224K 0.08% 0 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 2,387 shares; 2024Q2: 2,387 shares; 2024Q3: 2,387 shares; 2024Q4: 2,387 shares; 2025Q1: 2,387 shares 2,387 $205K 0.07% 0 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 6,294 shares; 2024Q1: 6,306 shares; 2024Q2: 5,568 shares; 2024Q3: 4,218 shares; 2024Q4: 8,436 shares; 2025Q1: 8,199 shares 8,199 $204K 0.07% -237 Timeline