IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 55,213 shares; 2026Q1: 57,925 shares; 2026Q2: 62,670 shares; 2026Q3: 64,099 shares 64,099 $49.1M 25.35% +1,429 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 365,470 shares; 2026Q1: 380,075 shares; 2026Q2: 389,302 shares; 2026Q3: 395,056 shares 395,056 $29.8M 15.38% +5,754 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 104,854 shares; 2026Q1: 110,051 shares; 2026Q2: 570,043 shares; 2026Q3: 569,916 shares 569,916 $15.9M 8.23% -127 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 30,533 shares; 2026Q1: 38,855 shares; 2026Q2: 52,568 shares; 2026Q3: 58,638 shares 58,638 $13.7M 7.06% +6,070 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 55,517 shares; 2026Q1: 62,297 shares; 2026Q2: 71,527 shares; 2026Q3: 74,944 shares 74,944 $11.6M 6.01% +3,417 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 36,338 shares; 2026Q1: 36,200 shares; 2026Q2: 35,843 shares; 2026Q3: 36,546 shares 36,546 $8.34M 4.31% +703 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 25,722 shares; 2026Q1: 34,929 shares; 2026Q2: 45,075 shares; 2026Q3: 54,485 shares 54,485 $7.75M 4% +9,410 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 11,682 shares; 2026Q1: 11,532 shares; 2026Q2: 45,720 shares; 2026Q3: 53,115 shares 53,115 $6.65M 3.44% +7,395 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 6,296 shares; 2026Q1: 6,681 shares; 2026Q2: 7,579 shares; 2026Q3: 8,147 shares 8,147 $6.03M 3.11% +568 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 36,462 shares; 2026Q1: 37,382 shares; 2026Q2: 38,526 shares; 2026Q3: 40,283 shares 40,283 $5.48M 2.83% +1,757 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 9,228 shares; 2026Q1: 9,168 shares; 2026Q2: 9,418 shares; 2026Q3: 9,443 shares 9,443 $4.7M 2.43% +25 Timeline IYJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 18,832 shares; 2026Q1: 22,310 shares; 2026Q2: 24,735 shares; 2026Q3: 25,435 shares 25,435 $3.9M 2.01% +700 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 8,967 shares; 2026Q1: 8,967 shares; 2026Q2: 8,817 shares; 2026Q3: 8,777 shares 8,777 $3.35M 1.73% -40 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 9,066 shares; 2026Q1: 8,899 shares; 2026Q2: 8,902 shares; 2026Q3: 8,845 shares 8,845 $3.31M 1.71% -57 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 9,411 shares; 2026Q1: 9,482 shares; 2026Q2: 9,377 shares; 2026Q3: 9,590 shares 9,590 $3.19M 1.65% +213 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 37,642 shares; 2026Q1: 38,820 shares; 2026Q2: 41,299 shares; 2026Q3: 42,957 shares 42,957 $3.03M 1.57% +1,658 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 43,998 shares; 2026Q1: 42,498 shares; 2026Q2: 40,003 shares; 2026Q3: 39,098 shares 39,098 $2.81M 1.45% -905 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 3,271 shares; 2026Q1: 3,271 shares; 2026Q2: 16,355 shares; 2026Q3: 16,705 shares 16,705 $1.55M 0.8% +350 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 1,540 shares; 2026Q1: 1,540 shares; 2026Q2: 2,540 shares; 2026Q3: 2,540 shares 2,540 $1.4M 0.72% 0 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 7,520 shares; 2026Q1: 7,520 shares; 2026Q2: 7,265 shares; 2026Q3: 6,960 shares 6,960 $1.34M 0.69% -305 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 3,125 shares; 2026Q1: 3,159 shares; 2026Q2: 3,125 shares; 2026Q3: 3,125 shares 3,125 $1.12M 0.58% 0 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 886 shares; 2026Q1: 967 shares; 2026Q2: 967 shares; 2026Q3: 970 shares 970 $922K 0.48% +3 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 13,000 shares; 2026Q1: 13,000 shares; 2026Q2: 13,000 shares; 2026Q3: 13,000 shares 13,000 $891K 0.46% 0 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 1,634 shares; 2026Q2: 1,634 shares; 2026Q3: 1,634 shares 1,634 $729K 0.38% 0 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 9,835 shares; 2026Q1: 9,735 shares; 2026Q2: 9,660 shares; 2026Q3: 9,610 shares 9,610 $642K 0.33% -50 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 5,317 shares; 2026Q1: 5,317 shares; 2026Q2: 5,317 shares; 2026Q3: 5,317 shares 5,317 $552K 0.29% 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 1,854 shares; 2026Q1: 2,090 shares; 2026Q2: 1,857 shares; 2026Q3: 2,152 shares 2,152 $491K 0.25% +295 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 7,576 shares; 2026Q1: 7,576 shares; 2026Q2: 7,716 shares; 2026Q3: 7,446 shares 7,446 $468K 0.24% -270 Timeline PSI 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares; 2026Q2: 3,000 shares; 2026Q3: 3,000 shares 3,000 $457K 0.24% 0 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 1,284 shares; 2026Q1: 1,284 shares; 2026Q2: 1,604 shares; 2026Q3: 1,604 shares 1,604 $425K 0.22% 0 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 500 shares; 2026Q1: 500 shares; 2026Q2: 500 shares; 2026Q3: 500 shares 500 $405K 0.21% 0 Timeline IYE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 5,700 shares; 2026Q1: 5,700 shares; 2026Q2: 6,060 shares; 2026Q3: 6,060 shares 6,060 $393K 0.2% 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 729 shares; 2026Q1: 1,133 shares; 2026Q2: 1,133 shares; 2026Q3: 1,145 shares 1,145 $358K 0.18% +12 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 4,028 shares; 2026Q1: 4,034 shares; 2026Q2: 4,053 shares; 2026Q3: 4,063 shares 4,063 $337K 0.17% +10 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 3,778 shares; 2026Q1: 3,778 shares; 2026Q2: 3,816 shares; 2026Q3: 3,778 shares 3,778 $299K 0.15% -38 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,108 shares; 2026Q3: 1,108 shares 1,108 $293K 0.15% 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 567 shares; 2026Q1: 607 shares; 2026Q2: 567 shares; 2026Q3: 567 shares 567 $291K 0.15% 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 820 shares; 2026Q1: 855 shares; 2026Q2: 820 shares; 2026Q3: 820 shares 820 $282K 0.15% 0 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 1,130 shares; 2026Q1: 1,133 shares; 2026Q2: 1,136 shares; 2026Q3: 1,139 shares 1,139 $264K 0.14% +3 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 734 shares; 2026Q1: 757 shares; 2026Q2: 734 shares; 2026Q3: 734 shares 734 $258K 0.13% 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 1,171 shares; 2026Q1: 1,265 shares; 2026Q2: 1,265 shares; 2026Q3: 1,020 shares 1,020 $254K 0.13% -245 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 2,449 shares; 2026Q1: 2,449 shares; 2026Q2: 2,719 shares; 2026Q3: 2,488 shares 2,488 $235K 0.12% -231 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 947 shares; 2026Q2: 947 shares; 2026Q3: 947 shares 947 $235K 0.12% 0 Timeline AQST AQUESTIVE THERAPEUTICS INC More: the full row for AQUESTIVE THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 12,000 shares; 2026Q2: 12,000 shares; 2026Q3: 12,000 shares 12,000 $55.6K 0.03% 0 Timeline JBLU JETBLUE AIRWAYS CORP More: the full row for JETBLUE AIRWAYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 11,000 shares; 2026Q1: 11,000 shares; 2026Q2: 11,000 shares; 2026Q3: 11,000 shares 11,000 $46.5K 0.02% 0 Timeline