1
VANGUARD INDEX FDS
S&P 500 ETF SHS
VOO
VOO
117,397
$73.6m21.92%
21.92%
Reduced Shares held: Q1 2025 114.2k, Q2 2025 117.9k, Q3 2025 120.2k, Q4 2025 117.4k
-2.8k
-2,812
-2.3%
2
SPDR S&P MIDCAP 400 ETF TR
UTSER1 S&PDCRP
MDY
MDY
55,249
$33.3m9.92%
9.92%
Added Shares held: Q1 2025 51.9k, Q2 2025 53.3k, Q3 2025 55.0k, Q4 2025 55.2k
+299
+299
0.5%
3
ISHARES TR
RUSSELL 2000 ETF
IWM
IWM
116,244
$28.6m8.52%
8.52%
Reduced Shares held: Q1 2025 108.4k, Q2 2025 112.6k, Q3 2025 117.1k, Q4 2025 116.2k
-825
-825
-0.7%
4
SPDR S&P 500 ETF TR
TR UNIT
SPY
SPY
25,775
$17.6m5.23%
5.23%
Reduced Shares held: Q1 2025 26.3k, Q2 2025 26.0k, Q3 2025 26.0k, Q4 2025 25.8k
-183
-183
-0.7%
5
ISHARES TR
MSCI EAFE ETF
EFA
EFA
126,608
$12.2m3.62%
3.62%
Added Shares held: Q1 2025 113.7k, Q2 2025 117.9k, Q3 2025 122.5k, Q4 2025 126.6k
+4.2k
+4,157
3.4%
6
ISHARES TR
CORE US AGGBD ET
AGG
AGG
117,091
$11.7m3.48%
3.48%
Added Shares held: Q1 2025 102.7k, Q2 2025 103.8k, Q3 2025 102.5k, Q4 2025 117.1k
+14.6k
+14,596
14.2%
7
ISHARES TR
RUS 1000 GRW ETF
IWF
IWF
24,441
$11.6m3.44%
3.44%
Reduced Shares held: Q1 2025 25.7k, Q2 2025 25.5k, Q3 2025 25.4k, Q4 2025 24.4k
-939
-939
-3.7%
8
ISHARES TR
RUS 1000 VAL ETF
IWD
IWD
43,987
$9.3m2.75%
2.75%
Reduced Shares held: Q1 2025 43.5k, Q2 2025 43.9k, Q3 2025 44.2k, Q4 2025 44.0k
-262
-262
-0.6%
9
BERKSHIRE HATHAWAY INC DEL
CL A
BRK.A
BRK.A
12
$9.1m2.70%
2.70%
Unchanged Shares held: Q1 2025 12, Q2 2025 12, Q3 2025 12, Q4 2025 12
10
ISHARES TR
RUS 2000 GRW ETF
IWO
IWO
27,202
$8.8m2.62%
2.62%
Reduced Shares held: Q1 2025 25.8k, Q2 2025 26.3k, Q3 2025 27.2k, Q4 2025 27.2k
-3
-3
-0.0%
11
ISHARES TR
S&P MC 400VL ETF
IJJ
IJJ
63,185
$8.3m2.48%
2.48%
Added Shares held: Q1 2025 54.1k, Q2 2025 56.6k, Q3 2025 58.3k, Q4 2025 63.2k
+4.9k
+4,929
8.5%
12
VANGUARD INDEX FDS
SMALL CP ETF
VB
VB
32,013
$8.3m2.46%
2.46%
Added Shares held: Q1 2025 32.2k, Q2 2025 32.0k, Q3 2025 32.0k, Q4 2025 32.0k
+29
+29
0.1%
13
ISHARES TR
S&P MC 400GR ETF
IJK
IJK
78,565
$7.6m2.27%
2.27%
Added Shares held: Q1 2025 71.5k, Q2 2025 74.6k, Q3 2025 78.1k, Q4 2025 78.6k
+497
+497
0.6%
14
BERKSHIRE HATHAWAY INC DEL
CL B NEW
BRK.B
BRK.B
14,079
$7.1m2.11%
2.11%
Added Shares held: Q1 2025 14.0k, Q2 2025 13.8k, Q3 2025 13.6k, Q4 2025 14.1k
+493
+493
3.6%
15
ISHARES TR
RUS 2000 VAL ETF
IWN
IWN
37,564
$6.8m2.03%
2.03%
Reduced Shares held: Q1 2025 34.8k, Q2 2025 36.5k, Q3 2025 38.0k, Q4 2025 37.6k
-452
-452
-1.2%
16
WELLS FARGO CO NEW
COM
WFC
WFC
62,200
$5.8m1.73%
1.73%
Added Shares held: Q1 2025 61.7k, Q2 2025 61.8k, Q3 2025 61.8k, Q4 2025 62.2k
+438
+438
0.7%
17
ISHARES TR
MSCI EMG MKT ETF
EEM
EEM
97,037
$5.3m1.58%
1.58%
Reduced Shares held: Q1 2025 85.4k, Q2 2025 89.6k, Q3 2025 98.7k, Q4 2025 97.0k
-1.7k
-1,708
-1.7%
18
ISHARES TR
CORE S&P500 ETF
IVV
IVV
6,353
$4.4m1.30%
1.30%
Added Shares held: Q1 2025 6.6k, Q2 2025 6.3k, Q3 2025 6.3k, Q4 2025 6.4k
+53
+53
0.8%
19
APPLE INC
COM
AAPL
AAPL
13,696
$3.7m1.11%
1.11%
Added Shares held: Q1 2025 12.2k, Q2 2025 11.9k, Q3 2025 12.5k, Q4 2025 13.7k
+1.2k
+1,231
9.9%
20
VANGUARD BD INDEX FDS
TOTAL BND MRKT
BND
BND
41,962
$3.1m0.93%
0.93%
Added Shares held: Q1 2025 27.3k, Q2 2025 32.7k, Q3 2025 36.4k, Q4 2025 42.0k
+5.6k
+5,585
15.3%
21
AMERICAN EXPRESS CO
COM
AXP
AXP
7,688
$2.8m0.85%
0.85%
Added Shares held: Q1 2025 7.5k, Q2 2025 7.5k, Q3 2025 7.5k, Q4 2025 7.7k
+175
+175
2.3%
22
BUCKLE INC
COM
BKE
BKE
43,986
$2.3m0.70%
0.70%
Added Shares held: Q1 2025 47.3k, Q2 2025 49.5k, Q3 2025 44.0k, Q4 2025 44.0k
+4
+4
0.0%
23
SCHWAB STRATEGIC TR
US AGGREGATE B
SCHZ
SCHZ
97,111
$2.3m0.68%
0.68%
Reduced Shares held: Q1 2025 88.8k, Q2 2025 97.1k, Q3 2025 97.2k, Q4 2025 97.1k
-104
-104
-0.1%
24
ISHARES TR
CORE S&P MCP ETF
IJH
IJH
32,876
$2.2m0.65%
0.65%
Added Shares held: Q1 2025 34.1k, Q2 2025 32.9k, Q3 2025 32.8k, Q4 2025 32.9k
+50
+50
0.1%
25
MICROSOFT CORP
COM
MSFT
MSFT
4,428
$2.1m0.64%
0.64%
Added Shares held: Q1 2025 2.6k, Q2 2025 2.6k, Q3 2025 2.7k, Q4 2025 4.4k
+1.7k
+1,746
65.1%
26
JPMORGAN CHASE & CO
COM
JPM
JPM
6,168
$2.0m0.59%
0.59%
Added Shares held: Q1 2025 5.3k, Q2 2025 5.3k, Q3 2025 5.4k, Q4 2025 6.2k
+784
+784
14.6%
27
SCHWAB STRATEGIC TR
US LRG CAP ETF
SCHX
SCHX
72,170
$1.9m0.58%
0.58%
Added Shares held: Q1 2025 69.5k, Q2 2025 69.2k, Q3 2025 70.2k, Q4 2025 72.2k
+2.0k
+1,965
2.8%
28
VANGUARD INDEX FDS
TOTAL STK MKT
VTI
VTI
5,741
$1.9m0.57%
0.57%
Reduced Shares held: Q1 2025 5.8k, Q2 2025 5.8k, Q3 2025 5.8k, Q4 2025 5.7k
-54
-54
-0.9%
29
SCHWAB STRATEGIC TR
US SML CAP ETF
SCHA
SCHA
60,371
$1.7m0.51%
0.51%
Reduced Shares held: Q1 2025 44.6k, Q2 2025 61.0k, Q3 2025 61.0k, Q4 2025 60.4k
-629
-629
-1.0%
30
JOHNSON & JOHNSON
COM
JNJ
JNJ
8,046
$1.7m0.50%
0.50%
Added Shares held: Q1 2025 7.7k, Q2 2025 7.7k, Q3 2025 7.7k, Q4 2025 8.0k
+365
+365
4.8%
31
SCHWAB STRATEGIC TR
US MID-CAP ETF
SCHM
SCHM
54,712
$1.6m0.49%
0.49%
Added Shares held: Q1 2025 55.0k, Q2 2025 53.5k, Q3 2025 53.7k, Q4 2025 54.7k
+1.0k
+1,034
1.9%
32
AMAZON COM INC
COM
AMZN
AMZN
6,336
$1.5m0.44%
0.44%
Added Shares held: Q1 2025 2.1k, Q2 2025 2.1k, Q3 2025 3.5k, Q4 2025 6.3k
+2.9k
+2,864
82.5%
33
ISHARES TR
IBONDS DEC 2030
IBDV
IBDV
65,985
$1.5m0.43%
0.43%
Added Shares held: Q1 2025 0, Q2 2025 0, Q3 2025 17.8k, Q4 2025 66.0k
+48.2k
+48,170
270.4%
34
EATON CORP PLC
SHS
ETN
ETN
4,311
$1.4m0.41%
0.41%
Added Shares held: Q1 2025 4.2k, Q2 2025 4.2k, Q3 2025 4.2k, Q4 2025 4.3k
+74
+74
1.8%
35
VANGUARD INDEX FDS
MID CAP ETF
VO
VO
4,315
$1.3m0.37%
0.37%
Reduced Shares held: Q1 2025 3.1k, Q2 2025 4.6k, Q3 2025 4.5k, Q4 2025 4.3k
-191
-191
-4.2%
36
INTERNATIONAL BUSINESS MACHS
COM
IBM
IBM
3,925
$1.2m0.35%
0.35%
Added Shares held: Q1 2025 3.6k, Q2 2025 3.6k, Q3 2025 3.6k, Q4 2025 3.9k
+298
+298
8.2%
37
ISHARES TR
RUS 1000 ETF
IWB
IWB
2,959
$1.1m0.33%
0.33%
Reduced Shares held: Q1 2025 2.8k, Q2 2025 3.0k, Q3 2025 3.0k, Q4 2025 3.0k
-83
-83
-2.7%
38
SELECT SECTOR SPDR TR
TECHNOLOGY
XLK
XLK
7,532
$1.1m0.32%
0.32%
Reduced Shares held: Q1 2025 5.1k, Q2 2025 7.0k, Q3 2025 8.0k, Q4 2025 7.5k
-440
-440
-5.5%
39
ALPHABET INC
CAP STK CL A
GOOGL
GOOGL
3,249
$1.0m0.30%
0.30%
Added Shares held: Q1 2025 1.8k, Q2 2025 1.8k, Q3 2025 1.9k, Q4 2025 3.2k
+1.4k
+1,399
75.6%
40
UNION PAC CORP
COM
UNP
UNP
3,951
$913.9k0.27%
0.27%
Added Shares held: Q1 2025 4.2k, Q2 2025 3.8k, Q3 2025 3.3k, Q4 2025 4.0k
+606
+606
18.1%
41
INVESCO QQQ TR
UNIT SER 1
QQQ
QQQ
1,416
$869.8k0.26%
0.26%
Added Shares held: Q1 2025 1.4k, Q2 2025 1.3k, Q3 2025 1.3k, Q4 2025 1.4k
+101
+101
7.7%
42
ALPHABET INC
CAP STK CL C
GOOG
GOOG
2,754
$864.2k0.26%
0.26%
Added Shares held: Q1 2025 0, Q2 2025 1.2k, Q3 2025 2.0k, Q4 2025 2.8k
+751
+751
37.5%
43
ISHARES TR
MSCI ACWI EX US
ACWX
ACWX
12,832
$861.4k0.26%
0.26%
Added Shares held: Q1 2025 13.8k, Q2 2025 12.8k, Q3 2025 12.7k, Q4 2025 12.8k
+124
+124
1.0%
44
NVIDIA CORPORATION
COM
NVDA
NVDA
4,327
$807.0k0.24%
0.24%
Added Shares held: Q1 2025 0, Q2 2025 0, Q3 2025 1.6k, Q4 2025 4.3k
+2.7k
+2,698
165.6%
45
US BANCORP DEL
COM NEW
USB
USB
15,000
$800.4k0.24%
0.24%
Unchanged Shares held: Q1 2025 15.4k, Q2 2025 15.0k, Q3 2025 15.0k, Q4 2025 15.0k
46
MCDONALDS CORP
COM
MCD
MCD
2,494
$762.3k0.23%
0.23%
Added Shares held: Q1 2025 2.5k, Q2 2025 2.4k, Q3 2025 2.4k, Q4 2025 2.5k
+110
+110
4.6%
47
ISHARES TR
IBONDS DEC2026
IBDR
IBDR
31,107
$753.7k0.22%
0.22%
Unchanged Shares held: Q1 2025 31.1k, Q2 2025 31.1k, Q3 2025 31.1k, Q4 2025 31.1k
48
VANGUARD INDEX FDS
SM CP VAL ETF
VBR
VBR
3,503
$741.9k0.22%
0.22%
Added Shares held: Q1 2025 2.1k, Q2 2025 2.5k, Q3 2025 2.5k, Q4 2025 3.5k
+994
+994
39.6%
49
ISHARES INC
CORE MSCI EMKT
IEMG
IEMG
10,690
$718.6k0.21%
0.21%
New Shares held: Q1 2025 0, Q2 2025 0, Q3 2025 0, Q4 2025 10.7k
50
SPDR GOLD TR
GOLD SHS
GLD
GLD
1,777
$704.2k0.21%
0.21%
Unchanged Shares held: Q1 2025 0, Q2 2025 0, Q3 2025 1.8k, Q4 2025 1.8k
51
SCHWAB STRATEGIC TR
INTL EQTY ETF
SCHF
SCHF
28,926
$695.4k0.21%
0.21%
Added Shares held: Q1 2025 28.8k, Q2 2025 28.0k, Q3 2025 28.2k, Q4 2025 28.9k
+714
+714
2.5%
52
VANGUARD INDEX FDS
LARGE CAP ETF
VV
VV
2,041
$642.5k0.19%
0.19%
Added Shares held: Q1 2025 0, Q2 2025 1.9k, Q3 2025 1.9k, Q4 2025 2.0k
+160
+160
8.5%
53
ISHARES TR
CORE MSCI EAFE
IEFA
IEFA
6,935
$620.4k0.18%
0.18%
New Shares held: Q1 2025 0, Q2 2025 0, Q3 2025 0, Q4 2025 6.9k
54
BANK AMERICA CORP
COM
BAC
BAC
11,231
$617.7k0.18%
0.18%
Added Shares held: Q1 2025 10.8k, Q2 2025 10.8k, Q3 2025 10.8k, Q4 2025 11.2k
+398
+398
3.7%
55
VANGUARD INDEX FDS
SML CP GRW ETF
VBK
VBK
1,937
$585.2k0.17%
0.17%
Reduced Shares held: Q1 2025 1.3k, Q2 2025 2.0k, Q3 2025 2.0k, Q4 2025 1.9k
-75
-75
-3.7%
56
DEERE & CO
COM
DE
DE
1,192
$555.1k0.17%
0.17%
Added Shares held: Q1 2025 1.2k, Q2 2025 1.2k, Q3 2025 1.2k, Q4 2025 1.2k
+1
+1
0.1%
57
ISHARES TR
S&P 100 ETF
OEF
OEF
1,611
$552.6k0.16%
0.16%
Added Shares held: Q1 2025 1.6k, Q2 2025 1.6k, Q3 2025 1.6k, Q4 2025 1.6k
+23
+23
1.4%
58
MASTERCARD INCORPORATED
CL A
MA
MA
948
$541.2k0.16%
0.16%
Added Shares held: Q1 2025 822, Q2 2025 802, Q3 2025 779, Q4 2025 948
+169
+169
21.7%
59
EXXON MOBIL CORP
COM
XOM
XOM
4,440
$534.3k0.16%
0.16%
Added Shares held: Q1 2025 3.8k, Q2 2025 3.8k, Q3 2025 3.8k, Q4 2025 4.4k
+651
+651
17.2%
60
ISHARES TR
IBOXX HI YD ETF
HYG
HYG
6,471
$521.8k0.16%
0.16%
Unchanged Shares held: Q1 2025 6.6k, Q2 2025 6.5k, Q3 2025 6.5k, Q4 2025 6.5k
61
BROADCOM INC
COM
AVGO
AVGO
1,485
$514.0k0.15%
0.15%
New Shares held: Q1 2025 0, Q2 2025 0, Q3 2025 0, Q4 2025 1.5k
62
META PLATFORMS INC
CL A
META
META
768
$506.9k0.15%
0.15%
Added Shares held: Q1 2025 0, Q2 2025 276, Q3 2025 342, Q4 2025 768
+426
+426
124.6%
63
SCHWAB STRATEGIC TR
EMRG MKTEQ ETF
SCHE
SCHE
15,400
$504.4k0.15%
0.15%
Added Shares held: Q1 2025 14.1k, Q2 2025 14.0k, Q3 2025 14.5k, Q4 2025 15.4k
+914
+914
6.3%
64
SCHWAB STRATEGIC TR
US DIVIDEND EQ
SCHD
SCHD
17,454
$478.8k0.14%
0.14%
Reduced Shares held: Q1 2025 21.1k, Q2 2025 18.5k, Q3 2025 18.3k, Q4 2025 17.5k
-806
-806
-4.4%
65
VISA INC
COM CL A
V
V
1,273
$446.5k0.13%
0.13%
Added Shares held: Q1 2025 581, Q2 2025 595, Q3 2025 593, Q4 2025 1.3k
+680
+680
114.7%
66
VERIZON COMMUNICATIONS INC
COM
VZ
VZ
10,740
$437.4k0.13%
0.13%
Reduced Shares held: Q1 2025 10.9k, Q2 2025 10.9k, Q3 2025 10.9k, Q4 2025 10.7k
-111
-111
-1.0%
67
ABBVIE INC
COM
ABBV
ABBV
1,856
$424.1k0.13%
0.13%
Added Shares held: Q1 2025 1.5k, Q2 2025 1.5k, Q3 2025 1.5k, Q4 2025 1.9k
+328
+328
21.5%
68
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
VWO
VWO
7,619
$409.6k0.12%
0.12%
Added Shares held: Q1 2025 6.4k, Q2 2025 6.1k, Q3 2025 5.7k, Q4 2025 7.6k
+1.9k
+1,908
33.4%
69
SCHWAB STRATEGIC TR
US LCAP GR ETF
SCHG
SCHG
12,305
$401.4k0.12%
0.12%
Reduced Shares held: Q1 2025 11.2k, Q2 2025 11.2k, Q3 2025 12.9k, Q4 2025 12.3k
-593
-593
-4.6%
70
ORACLE CORP
COM
ORCL
ORCL
1,989
$387.7k0.12%
0.12%
Added Shares held: Q1 2025 1.5k, Q2 2025 1.5k, Q3 2025 1.5k, Q4 2025 2.0k
+470
+470
30.9%
71
ISHARES TR
U.S. TECH ETF
IYW
IYW
1,909
$381.2k0.11%
0.11%
Unchanged Shares held: Q1 2025 2.2k, Q2 2025 1.8k, Q3 2025 1.9k, Q4 2025 1.9k
72
PNC FINL SVCS GROUP INC
COM
PNC
PNC
1,800
$375.7k0.11%
0.11%
Unchanged Shares held: Q1 2025 1.8k, Q2 2025 1.8k, Q3 2025 1.8k, Q4 2025 1.8k
73
ISHARES TR
S&P 500 GRWT ETF
IVW
IVW
2,998
$369.5k0.11%
0.11%
Unchanged Shares held: Q1 2025 0, Q2 2025 2.2k, Q3 2025 3.0k, Q4 2025 3.0k
74
AMERIPRISE FINL INC
COM
AMP
AMP
744
$364.8k0.11%
0.11%
Added Shares held: Q1 2025 503, Q2 2025 503, Q3 2025 503, Q4 2025 744
+241
+241
47.9%
75
SPDR INDEX SHS FDS
PORTFOLIO EMG MK
SPEM
SPEM
7,751
$362.8k0.11%
0.11%
Added Shares held: Q1 2025 0, Q2 2025 4.8k, Q3 2025 4.8k, Q4 2025 7.8k
+3.0k
+2,994
62.9%
76
VANGUARD TAX-MANAGED FDS
VAN FTSE DEV MKT
VEA
VEA
5,609
$350.4k0.10%
0.10%
New Shares held: Q1 2025 0, Q2 2025 0, Q3 2025 0, Q4 2025 5.6k
77
ELI LILLY & CO
COM
LLY
LLY
319
$342.8k0.10%
0.10%
New Shares held: Q1 2025 0, Q2 2025 0, Q3 2025 0, Q4 2025 319
78
TJX COS INC NEW
COM
TJX
TJX
2,214
$340.1k0.10%
0.10%
New Shares held: Q1 2025 0, Q2 2025 0, Q3 2025 0, Q4 2025 2.2k
79
LOWES COS INC
COM
LOW
LOW
1,409
$339.9k0.10%
0.10%
Reduced Shares held: Q1 2025 1.4k, Q2 2025 1.4k, Q3 2025 1.4k, Q4 2025 1.4k
-22
-22
-1.5%
80
TESLA INC
COM
TSLA
TSLA
752
$338.2k0.10%
0.10%
Reduced Shares held: Q1 2025 0, Q2 2025 764, Q3 2025 770, Q4 2025 752
-18
-18
-2.3%
81
WALMART INC
COM
WMT
WMT
2,660
$296.4k0.09%
0.09%
New Shares held: Q1 2025 0, Q2 2025 0, Q3 2025 0, Q4 2025 2.7k
82
PEPSICO INC
COM
PEP
PEP
2,060
$295.7k0.09%
0.09%
Reduced Shares held: Q1 2025 2.2k, Q2 2025 2.0k, Q3 2025 2.1k, Q4 2025 2.1k
-9
-9
-0.4%
83
ABBOTT LABS
COM
ABT
ABT
2,272
$284.6k0.08%
0.08%
Added Shares held: Q1 2025 1.6k, Q2 2025 1.6k, Q3 2025 1.6k, Q4 2025 2.3k
+665
+665
41.4%
84
SPDR SER TR
S&P DIVID ETF
SDY
SDY
2,007
$279.3k0.08%
0.08%
Reduced Shares held: Q1 2025 1.8k, Q2 2025 2.0k, Q3 2025 2.1k, Q4 2025 2.0k
-50
-50
-2.4%
85
VANGUARD WORLD FD
FINANCIALS ETF
VFH
VFH
2,068
$276.1k0.08%
0.08%
Unchanged Shares held: Q1 2025 2.0k, Q2 2025 2.0k, Q3 2025 2.1k, Q4 2025 2.1k
86
ISHARES TR
CORE S&P SCP ETF
IJR
IJR
2,261
$271.7k0.08%
0.08%
New Shares held: Q1 2025 0, Q2 2025 0, Q3 2025 0, Q4 2025 2.3k
87
LAM RESEARCH CORP
COM NEW
LRCX
LRCX
1,547
$264.8k0.08%
0.08%
Unchanged Shares held: Q1 2025 0, Q2 2025 0, Q3 2025 1.5k, Q4 2025 1.5k
88
VANGUARD INDEX FDS
MCAP GR IDXVIP
VOT
VOT
921
$257.1k0.08%
0.08%
Unchanged Shares held: Q1 2025 0, Q2 2025 921, Q3 2025 921, Q4 2025 921
89
SSGA ACTIVE TR
STATE STREET MY
MYCG
MYCG
10,000
$250.4k0.07%
0.07%
New Shares held: Q1 2025 0, Q2 2025 0, Q3 2025 0, Q4 2025 10.0k
90
TAIWAN SEMICONDUCTOR MFG LTD
SPONSORED ADS
TSM
TSM
819
$248.9k0.07%
0.07%
New Shares held: Q1 2025 0, Q2 2025 0, Q3 2025 0, Q4 2025 819
91
ISHARES TR
MSCI ACWI ETF
ACWI
ACWI
1,678
$237.4k0.07%
0.07%
Added Shares held: Q1 2025 0, Q2 2025 1.7k, Q3 2025 1.7k, Q4 2025 1.7k
+1
+1
0.1%
92
ISHARES TR
SELECT DIVID ETF
DVY
DVY
1,631
$230.2k0.07%
0.07%
Added Shares held: Q1 2025 0, Q2 2025 0, Q3 2025 1.4k, Q4 2025 1.6k
+211
+211
14.9%
93
COCA COLA CO
COM
KO
KO
3,255
$227.5k0.07%
0.07%
New Shares held: Q1 2025 0, Q2 2025 0, Q3 2025 0, Q4 2025 3.3k
94
PROCTER AND GAMBLE CO
COM
PG
PG
1,550
$222.1k0.07%
0.07%
New Shares held: Q1 2025 1.2k, Q2 2025 0, Q3 2025 0, Q4 2025 1.6k
95
SPDR SERIES TRUST
PORTFOLIO S&P500
SPYM
SPYM
2,763
$221.6k0.07%
0.07%
New Shares held: Q1 2025 0, Q2 2025 0, Q3 2025 0, Q4 2025 2.8k
96
COSTCO WHSL CORP NEW
COM
COST
COST
253
$218.6k0.07%
0.07%
Added Shares held: Q1 2025 219, Q2 2025 227, Q3 2025 226, Q4 2025 253
+27
+27
11.9%
97
VANGUARD SPECIALIZED FUNDS
DIV APP ETF
VIG
VIG
983
$216.0k0.06%
0.06%
Reduced Shares held: Q1 2025 1.3k, Q2 2025 1.3k, Q3 2025 1.2k, Q4 2025 983
-245
-245
-19.9%
98
CUMMINS INC
COM
CMI
CMI
422
$215.4k0.06%
0.06%
New Shares held: Q1 2025 0, Q2 2025 0, Q3 2025 0, Q4 2025 422