AVUS 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; 2023Q3: 869,165 shares; 2023Q4: 901,068 shares; 2024Q1: 940,922 shares; 2024Q2: 1,010,545 shares; 2024Q3: 1,062,852 shares; 2024Q4: 1,080,074 shares; 2025Q1: 1,080,650 shares; 2025Q2: 1,059,366 shares 1,059,366 $107M 25.96% -21,284 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; 2023Q3: 2,352,430 shares; 2023Q4: 2,429,274 shares; 2024Q1: 2,383,198 shares; 2024Q2: 2,353,021 shares; 2024Q3: 2,409,060 shares; 2024Q4: 2,305,394 shares; 2025Q1: 2,337,988 shares; 2025Q2: 2,444,459 shares 2,444,459 $87.6M 21.29% +106,471 Timeline AVDE 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; 2023Q3: 925,590 shares; 2023Q4: 938,231 shares; 2024Q1: 971,107 shares; 2024Q2: 899,395 shares; 2024Q3: 919,486 shares; 2024Q4: 918,324 shares; 2025Q1: 942,590 shares; 2025Q2: 914,355 shares 914,355 $67.7M 16.45% -28,235 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; 2023Q3: 425,202 shares; 2023Q4: 441,623 shares; 2024Q1: 448,660 shares; 2024Q2: 441,969 shares; 2024Q3: 447,624 shares; 2024Q4: 440,144 shares; 2025Q1: 454,338 shares; 2025Q2: 439,373 shares 439,373 $30.1M 7.32% -14,965 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 311,808 shares; 2023Q4: 421,963 shares; 2024Q1: 440,973 shares; 2024Q2: 390,210 shares; 2024Q3: 410,891 shares; 2024Q4: 419,474 shares; 2025Q1: 413,478 shares; 2025Q2: 388,615 shares 388,615 $12.1M 2.94% -24,863 Timeline RBRK RUBRIK INC. More: the full row for RUBRIK INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 129,923 shares 129,923 $11.6M 2.83% new Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 81,858 shares; 2023Q4: 81,858 shares; 2024Q1: 81,858 shares; 2024Q2: 81,858 shares; 2024Q3: 81,858 shares; 2024Q4: 81,858 shares; 2025Q1: 81,858 shares; 2025Q2: 81,858 shares 81,858 $8.26M 2.01% 0 Timeline DFSU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 33,911 shares; 2023Q4: 30,178 shares; 2024Q1: 54,081 shares; 2024Q2: 120,776 shares; 2024Q3: 124,473 shares; 2024Q4: 126,132 shares; 2025Q1: 126,852 shares; 2025Q2: 191,470 shares 191,470 $7.52M 1.83% +64,618 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 47,284 shares; 2023Q4: 47,169 shares; 2024Q1: 47,044 shares; 2024Q2: 47,044 shares; 2024Q3: 46,994 shares; 2024Q4: 46,348 shares; 2025Q1: 58,618 shares; 2025Q2: 46,205 shares 46,205 $6.25M 1.52% -12,413 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 63,099 shares; 2023Q4: 63,099 shares; 2024Q1: 63,099 shares; 2024Q2: 57,399 shares; 2024Q3: 57,399 shares; 2024Q4: 57,936 shares; 2025Q1: 57,468 shares; 2025Q2: 57,399 shares 57,399 $4.79M 1.16% -69 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 76,158 shares; 2023Q4: 76,158 shares; 2024Q1: 76,158 shares; 2024Q2: 34,299 shares; 2024Q3: 34,401 shares; 2024Q4: 35,475 shares; 2025Q1: 34,458 shares; 2025Q2: 34,458 shares 34,458 $4.56M 1.11% 0 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 180,645 shares; 2023Q4: 175,372 shares; 2024Q1: 172,450 shares; 2024Q2: 131,457 shares; 2024Q3: 136,575 shares; 2024Q4: 139,000 shares; 2025Q1: 141,877 shares; 2025Q2: 151,195 shares 151,195 $4.49M 1.09% +9,318 Timeline DFGR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 166,403 shares; 2023Q4: 99,374 shares; 2024Q1: 107,532 shares; 2024Q2: 131,112 shares; 2024Q3: 133,405 shares; 2024Q4: 132,402 shares; 2025Q1: 136,064 shares; 2025Q2: 133,930 shares 133,930 $3.59M 0.87% -2,134 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 46,578 shares; 2023Q4: 42,645 shares; 2024Q1: 42,645 shares; 2024Q2: 42,425 shares; 2024Q3: 40,425 shares; 2024Q4: 40,439 shares; 2025Q1: 39,104 shares; 2025Q2: 39,104 shares 39,104 $3.49M 0.85% 0 Timeline DFSI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 13,990 shares; 2023Q4: 14,740 shares; 2024Q1: 20,225 shares; 2024Q2: 43,680 shares; 2024Q3: 42,807 shares; 2024Q4: 55,766 shares; 2025Q1: 56,217 shares; 2025Q2: 77,558 shares 77,558 $3.06M 0.74% +21,341 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 13,223 shares; 2023Q4: 11,584 shares; 2024Q1: 13,163 shares; 2024Q2: 11,619 shares; 2024Q3: 16,100 shares; 2024Q4: 16,758 shares; 2025Q1: 18,050 shares; 2025Q2: 15,687 shares 15,687 $2.78M 0.68% -2,363 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 6,238 shares; 2023Q4: 10,090 shares; 2024Q1: 17,112 shares; 2024Q2: 18,064 shares; 2024Q3: 18,149 shares; 2024Q4: 17,890 shares; 2025Q1: 13,817 shares; 2025Q2: 12,929 shares 12,929 $2.65M 0.64% -888 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; 2023Q3: 12,179 shares; 2023Q4: 11,490 shares; 2024Q1: 9,112 shares; 2024Q2: 9,255 shares; 2024Q3: 8,210 shares; 2024Q4: 8,200 shares; 2025Q1: 7,726 shares; 2025Q2: 7,726 shares 7,726 $2.35M 0.57% 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; 2023Q3: 749 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,600 shares 3,600 $2.24M 0.54% new 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; 2023Q3: 720 shares; 2023Q4: 842 shares; 2024Q1: 1,479 shares; 2024Q2: 1,421 shares; 2024Q3: 1,430 shares; 2024Q4: 1,348 shares; 2025Q1: 1,446 shares; 2025Q2: 2,198 shares 2,198 $2.18M 0.53% +752 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; 2023Q3: 112,385 shares; 2023Q4: 112,425 shares; 2024Q1: 107,425 shares; 2024Q2: 87,876 shares; 2024Q3: 87,877 shares; 2024Q4: 80,488 shares; 2025Q1: 77,048 shares; 2025Q2: 69,063 shares 69,063 $2M 0.49% -7,985 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; 2023Q3: 39,524 shares; 2023Q4: 39,524 shares; 2024Q1: 39,388 shares; 2024Q2: 38,223 shares; 2024Q3: 38,412 shares; 2024Q4: 38,362 shares; 2025Q1: 37,396 shares; 2025Q2: 34,746 shares 34,746 $1.98M 0.48% -2,650 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 70,510 shares; 2023Q4: 70,510 shares; 2024Q1: 67,899 shares; 2024Q2: 67,899 shares; 2024Q3: 67,899 shares; 2024Q4: 67,899 shares; 2025Q1: 67,899 shares; 2025Q2: 66,899 shares 66,899 $1.96M 0.48% -1,000 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; 2023Q3: 24,646 shares; 2023Q4: 24,646 shares; 2024Q1: 24,646 shares; 2024Q2: 24,646 shares; 2024Q3: 24,646 shares; 2024Q4: 73,938 shares; 2025Q1: 73,938 shares; 2025Q2: 73,938 shares 73,938 $1.76M 0.43% 0 Timeline AVRE 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; 2023Q3: not reported; 2023Q4: 37,717 shares; 2024Q1: 37,717 shares; 2024Q2: 37,717 shares; 2024Q3: 37,717 shares; 2024Q4: 37,717 shares; 2025Q1: 35,111 shares; 2025Q2: 34,746 shares 34,746 $1.53M 0.37% -365 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 2,972 shares; 2023Q4: 3,130 shares; 2024Q1: 5,892 shares; 2024Q2: 2,803 shares; 2024Q3: 7,553 shares; 2024Q4: 10,820 shares; 2025Q1: 12,093 shares; 2025Q2: 9,913 shares 9,913 $1.51M 0.37% -2,180 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 12,231 shares; 2023Q4: 12,231 shares; 2024Q1: 12,231 shares; 2024Q2: 12,231 shares; 2024Q3: 12,231 shares; 2024Q4: 12,250 shares; 2025Q1: 6,907 shares; 2025Q2: 6,566 shares 6,566 $1.2M 0.29% -341 Timeline DFSE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 10,134 shares; 2023Q4: 10,134 shares; 2024Q1: 14,474 shares; 2024Q2: 15,932 shares; 2024Q3: 16,865 shares; 2024Q4: 22,962 shares; 2025Q1: 22,930 shares; 2025Q2: 30,733 shares 30,733 $1.17M 0.28% +7,803 Timeline NXDR NEXTDOOR HOLDINGS INC More: the full row for NEXTDOOR HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 756,820 shares; 2023Q4: 726,670 shares; 2024Q1: 604,229 shares; 2024Q2: 681,670 shares; 2024Q3: 681,670 shares; 2024Q4: 681,670 shares; 2025Q1: 681,670 shares; 2025Q2: 681,670 shares 681,670 $1.13M 0.28% 0 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 4,078 shares; 2023Q4: 4,366 shares; 2024Q1: 3,878 shares; 2024Q2: 3,774 shares; 2024Q3: 3,973 shares; 2024Q4: 3,973 shares; 2025Q1: 3,774 shares; 2025Q2: 4,438 shares 4,438 $970K 0.24% +664 Timeline REET ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 39,047 shares; 2023Q4: 39,048 shares; 2024Q1: 39,048 shares; 2024Q2: 39,048 shares; 2024Q3: 39,049 shares; 2024Q4: 39,050 shares; 2025Q1: 39,050 shares; 2025Q2: 39,050 shares 39,050 $965K 0.23% 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; 2023Q3: 2,621 shares; 2023Q4: 3,370 shares; 2024Q1: 7,681 shares; 2024Q2: 2,161 shares; 2024Q3: 10,244 shares; 2024Q4: 13,324 shares; 2025Q1: 10,514 shares; 2025Q2: 4,357 shares 4,357 $956K 0.23% -6,157 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 2,840 shares; 2023Q4: 3,560 shares; 2024Q1: 3,080 shares; 2024Q2: 2,840 shares; 2024Q3: 5,498 shares; 2024Q4: 5,658 shares; 2025Q1: 5,060 shares; 2025Q2: 5,060 shares 5,060 $892K 0.22% 0 Timeline VGSR MANAGER DIRECTED PORTFOLIOS More: the full row for MANAGER DIRECTED PORTFOLIOS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: 66,934 shares; 2024Q1: 73,316 shares; 2024Q2: 69,908 shares; 2024Q3: 66,237 shares; 2024Q4: 70,888 shares; 2025Q1: 71,870 shares; 2025Q2: 76,557 shares 76,557 $801K 0.19% +4,687 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; 2023Q3: 17,446 shares; 2023Q4: 17,446 shares; 2024Q1: 16,589 shares; 2024Q2: 16,295 shares; 2024Q3: 16,588 shares; 2024Q4: 16,559 shares; 2025Q1: 15,494 shares; 2025Q2: 15,494 shares 15,494 $766K 0.19% 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; 2023Q3: 2,436 shares; 2023Q4: 2,713 shares; 2024Q1: 2,251 shares; 2024Q2: 2,421 shares; 2024Q3: 2,055 shares; 2024Q4: 1,660 shares; 2025Q1: 533 shares; 2025Q2: 1,441 shares 1,441 $717K 0.17% +908 Timeline AVGE 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; 2023Q3: 4,551 shares; 2023Q4: 6,544 shares; 2024Q1: 6,550 shares; 2024Q2: 8,037 shares; 2024Q3: 7,175 shares; 2024Q4: 8,357 shares; 2025Q1: 8,829 shares; 2025Q2: 8,901 shares 8,901 $690K 0.17% +72 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,150 shares 16,150 $684K 0.17% new Timeline LYFT LYFT INC More: the full row for LYFT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 29,121 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 22,736 shares; 2025Q2: 42,962 shares 42,962 $677K 0.16% +20,226 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 1,895 shares; 2023Q4: 1,895 shares; 2024Q1: 1,895 shares; 2024Q2: 1,895 shares; 2024Q3: 1,895 shares; 2024Q4: 1,895 shares; 2025Q1: 1,895 shares; 2025Q2: 1,895 shares 1,895 $665K 0.16% 0 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; 2023Q3: 1,113 shares; 2023Q4: 975 shares; 2024Q1: 1,231 shares; 2024Q2: 1,131 shares; 2024Q3: 997 shares; 2024Q4: 1,000 shares; 2025Q1: 997 shares; 2025Q2: 997 shares 997 $616K 0.15% 0 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: 521 shares; 2024Q1: 306 shares; 2024Q2: 3,060 shares; 2024Q3: 4,063 shares; 2024Q4: 3,665 shares; 2025Q1: 3,741 shares; 2025Q2: 3,741 shares 3,741 $591K 0.14% 0 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 3,071 shares; 2024Q3: 1,461 shares; 2024Q4: 1,461 shares; 2025Q1: not reported; 2025Q2: 2,021 shares 2,021 $586K 0.14% new 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; 2023Q3: 4,355 shares; 2023Q4: 4,613 shares; 2024Q1: 4,355 shares; 2024Q2: 7,795 shares; 2024Q3: 4,576 shares; 2024Q4: 4,576 shares; 2025Q1: 4,672 shares; 2025Q2: 5,298 shares 5,298 $571K 0.14% +626 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 16,020 shares; 2023Q4: 16,233 shares; 2024Q1: 15,895 shares; 2024Q2: 15,895 shares; 2024Q3: 15,895 shares; 2024Q4: 15,895 shares; 2025Q1: 15,895 shares; 2025Q2: 15,895 shares 15,895 $519K 0.13% 0 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 4,830 shares; 2023Q4: 4,830 shares; 2024Q1: 4,960 shares; 2024Q2: 5,180 shares; 2024Q3: 5,308 shares; 2024Q4: 5,782 shares; 2025Q1: 5,846 shares; 2025Q2: 5,577 shares 5,577 $514K 0.12% -269 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,485 shares 4,485 $495K 0.12% new Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 1,546 shares; 2023Q4: 1,871 shares; 2024Q1: 1,941 shares; 2024Q2: 1,545 shares; 2024Q3: 1,870 shares; 2024Q4: 1,970 shares; 2025Q1: 1,845 shares; 2025Q2: 1,745 shares 1,745 $476K 0.12% -100 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; 2023Q3: not reported; 2023Q4: 3,547 shares; 2024Q1: 3,547 shares; 2024Q2: 3,547 shares; 2024Q3: 3,746 shares; 2024Q4: 3,746 shares; 2025Q1: 3,547 shares; 2025Q2: 3,547 shares 3,547 $473K 0.11% 0 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 4,200 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,506 shares; 2025Q2: 4,506 shares 4,506 $471K 0.11% 0 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 2,000 shares; 2024Q2: not reported; 2024Q3: 2,086 shares; 2024Q4: 2,086 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares 2,000 $460K 0.11% 0 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: 3,585 shares; 2024Q1: 3,585 shares; 2024Q2: 3,585 shares; 2024Q3: 3,585 shares; 2024Q4: 3,585 shares; 2025Q1: 3,410 shares; 2025Q2: 3,410 shares 3,410 $453K 0.11% 0 Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 8,185 shares; 2023Q4: 8,000 shares; 2024Q1: 8,000 shares; 2024Q2: 8,000 shares; 2024Q3: 8,000 shares; 2024Q4: 8,000 shares; 2025Q1: 8,000 shares; 2025Q2: 8,000 shares 8,000 $446K 0.11% 0 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,340 shares; 2024Q2: 1,320 shares; 2024Q3: 2,167 shares; 2024Q4: 2,167 shares; 2025Q1: 1,396 shares; 2025Q2: 2,388 shares 2,388 $443K 0.11% +992 Timeline JBND 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,194 shares 8,194 $439K 0.11% new Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 1,834 shares; 2023Q4: 1,734 shares; 2024Q1: 1,695 shares; 2024Q2: 1,695 shares; 2024Q3: 1,695 shares; 2024Q4: 1,695 shares; 2025Q1: 1,695 shares; 2025Q2: 1,695 shares 1,695 $434K 0.11% 0 Timeline VT 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; 2023Q3: 5,003 shares; 2023Q4: 3,213 shares; 2024Q1: 3,183 shares; 2024Q2: 3,125 shares; 2024Q3: 3,125 shares; 2024Q4: 3,113 shares; 2025Q1: 3,096 shares; 2025Q2: 3,103 shares 3,103 $399K 0.1% +7 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: 1,316 shares; 2024Q1: 789 shares; 2024Q2: 801 shares; 2024Q3: 1,513 shares; 2024Q4: 1,271 shares; 2025Q1: 1,142 shares; 2025Q2: 1,113 shares 1,113 $395K 0.1% -29 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 2,000 shares; 2023Q4: 2,030 shares; 2024Q1: 1,558 shares; 2024Q2: 1,628 shares; 2024Q3: 2,778 shares; 2024Q4: 2,620 shares; 2025Q1: 1,218 shares; 2025Q2: 1,218 shares 1,218 $387K 0.09% 0 Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 26,667 shares; 2024Q4: 3,225 shares; 2025Q1: 2,561 shares; 2025Q2: 2,561 shares 2,561 $386K 0.09% 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; 2023Q3: 973 shares; 2023Q4: 1,163 shares; 2024Q1: 867 shares; 2024Q2: 1,238 shares; 2024Q3: 958 shares; 2024Q4: 945 shares; 2025Q1: 884 shares; 2025Q2: 790 shares 790 $384K 0.09% -94 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; 2023Q3: 731 shares; 2023Q4: 933 shares; 2024Q1: 741 shares; 2024Q2: 731 shares; 2024Q3: 816 shares; 2024Q4: 816 shares; 2025Q1: 731 shares; 2025Q2: 975 shares 975 $357K 0.09% +244 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 321 shares; 2025Q1: 314 shares; 2025Q2: 264 shares 264 $354K 0.09% -50 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 3,525 shares; 2024Q3: 1,486 shares; 2024Q4: 1,451 shares; 2025Q1: 1,635 shares; 2025Q2: 2,411 shares 2,411 $345K 0.08% +776 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: 2,730 shares; 2024Q1: 2,730 shares; 2024Q2: 2,675 shares; 2024Q3: 2,675 shares; 2024Q4: 2,725 shares; 2025Q1: 2,854 shares; 2025Q2: 2,854 shares 2,854 $313K 0.08% 0 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 5,879 shares; 2023Q4: 5,879 shares; 2024Q1: 5,879 shares; 2024Q2: 5,879 shares; 2024Q3: 4,109 shares; 2024Q4: 4,109 shares; 2025Q1: 4,109 shares; 2025Q2: 4,109 shares 4,109 $312K 0.08% 0 Timeline SOR SOURCE CAPITAL More: the full row for SOURCE CAPITAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,154 shares; 2025Q2: 7,154 shares 7,154 $310K 0.08% 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,658 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,050 shares; 2025Q2: 1,050 shares 1,050 $310K 0.08% 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,201 shares 1,201 $301K 0.07% new Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 750 shares 750 $291K 0.07% new Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,983 shares 1,983 $270K 0.07% new Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,705 shares; 2025Q1: 2,705 shares; 2025Q2: 2,705 shares 2,705 $247K 0.06% 0 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; 2023Q3: 1,473 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,028 shares; 2024Q4: 1,028 shares; 2025Q1: not reported; 2025Q2: 1,162 shares 1,162 $238K 0.06% new Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,426 shares; 2025Q2: 1,426 shares 1,426 $237K 0.06% 0 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: 2,285 shares; 2024Q1: 2,285 shares; 2024Q2: 2,285 shares; 2024Q3: 2,285 shares; 2024Q4: 2,285 shares; 2025Q1: 2,285 shares; 2025Q2: 2,285 shares 2,285 $229K 0.06% 0 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,392 shares 1,392 $206K 0.05% new Timeline