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; 2024Q3: 273,182 shares; 2024Q4: 271,805 shares; 2025Q1: 273,269 shares; 2025Q2: 297,846 shares; 2025Q3: 284,245 shares; 2025Q4: 277,286 shares; 2026Q1: 286,736 shares; 2026Q2: 285,753 shares 285,753 $213M 23.11% -983 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 907,146 shares; 2024Q4: 965,331 shares; 2025Q1: 1,048,052 shares; 2025Q2: 1,175,233 shares; 2025Q3: 1,148,021 shares; 2025Q4: 1,175,780 shares; 2026Q1: 1,203,288 shares; 2026Q2: 1,194,638 shares 1,194,638 $92.1M 9.98% -8,650 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; 2024Q3: 1,001,378 shares; 2024Q4: 1,027,142 shares; 2025Q1: 1,018,923 shares; 2025Q2: 954,373 shares; 2025Q3: 1,090,983 shares; 2025Q4: 1,132,993 shares; 2026Q1: 1,190,886 shares; 2026Q2: 1,237,160 shares 1,237,160 $90.8M 9.84% +46,274 Timeline NFRA FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 693,430 shares; 2024Q4: 693,802 shares; 2025Q1: 713,204 shares; 2025Q2: 693,451 shares; 2025Q3: 729,133 shares; 2025Q4: 746,896 shares; 2026Q1: 811,403 shares; 2026Q2: 815,124 shares 815,124 $52.3M 5.66% +3,721 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 525,836 shares; 2024Q4: 536,593 shares; 2025Q1: 452,052 shares; 2025Q2: 443,764 shares; 2025Q3: 503,264 shares; 2025Q4: 572,110 shares; 2026Q1: 527,727 shares; 2026Q2: 540,299 shares 540,299 $52.2M 5.65% +12,572 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 477,653 shares; 2024Q4: 484,064 shares; 2025Q1: 481,410 shares; 2025Q2: 483,542 shares; 2025Q3: 493,662 shares; 2025Q4: 482,411 shares; 2026Q1: 538,809 shares; 2026Q2: 531,657 shares 531,657 $44M 4.77% -7,152 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 238,408 shares; 2024Q4: 240,297 shares; 2025Q1: 200,982 shares; 2025Q2: 224,363 shares; 2025Q3: 234,107 shares; 2025Q4: 253,417 shares; 2026Q1: 276,648 shares; 2026Q2: 274,320 shares 274,320 $40.7M 4.41% -2,328 Timeline QAI NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 410,494 shares; 2024Q4: 406,088 shares; 2025Q1: 910,206 shares; 2025Q2: 942,248 shares; 2025Q3: 986,028 shares; 2025Q4: 1,020,592 shares; 2026Q1: 1,057,898 shares; 2026Q2: 1,061,727 shares 1,061,727 $38.9M 4.21% +3,829 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 569,416 shares; 2024Q4: 579,265 shares; 2025Q1: 513,862 shares; 2025Q2: 490,069 shares; 2025Q3: 553,652 shares; 2025Q4: 576,823 shares; 2026Q1: 624,319 shares; 2026Q2: 640,132 shares 640,132 $31M 3.36% +15,813 Timeline BBRE 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; 2024Q3: 163,203 shares; 2024Q4: 219,921 shares; 2025Q1: 231,686 shares; 2025Q2: 240,141 shares; 2025Q3: 266,405 shares; 2025Q4: 276,134 shares; 2026Q1: 286,209 shares; 2026Q2: 282,332 shares 282,332 $30.3M 3.28% -3,877 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 184,977 shares; 2024Q4: 180,479 shares; 2025Q1: 162,740 shares; 2025Q2: 149,586 shares; 2025Q3: 217,441 shares; 2025Q4: 226,477 shares; 2026Q1: 266,033 shares; 2026Q2: 277,663 shares 277,663 $29.9M 3.24% +11,630 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 219,499 shares; 2024Q4: 304,528 shares; 2025Q1: 288,674 shares; 2025Q2: 265,878 shares; 2025Q3: 376,498 shares; 2025Q4: 405,897 shares; 2026Q1: 467,214 shares; 2026Q2: 492,292 shares 492,292 $23.6M 2.56% +25,078 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; 2024Q3: 171,015 shares; 2024Q4: 174,644 shares; 2025Q1: 190,124 shares; 2025Q2: 190,153 shares; 2025Q3: 212,432 shares; 2025Q4: 220,019 shares; 2026Q1: 237,095 shares; 2026Q2: 238,422 shares 238,422 $18.6M 2.01% +1,327 Timeline BCD ABRDN ETFS More: the full row for ABRDN ETFS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,833 shares; 2025Q3: 402,534 shares; 2025Q4: 417,243 shares; 2026Q1: 461,911 shares; 2026Q2: 473,129 shares 473,129 $16.2M 1.75% +11,218 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; 2024Q3: 224,740 shares; 2024Q4: 231,757 shares; 2025Q1: 242,769 shares; 2025Q2: 236,184 shares; 2025Q3: 255,335 shares; 2025Q4: 268,754 shares; 2026Q1: 282,834 shares; 2026Q2: 284,320 shares 284,320 $14.3M 1.55% +1,486 Timeline SHAZ SHARONAI HOLDINGS INC More: the full row for SHARONAI HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 210,676 shares; 2026Q2: 128,036 shares 128,036 $10.8M 1.17% -82,640 Timeline SNPE DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 166,996 shares; 2024Q4: 168,939 shares; 2025Q1: 172,263 shares; 2025Q2: 186,044 shares; 2025Q3: 171,466 shares; 2025Q4: 161,006 shares; 2026Q1: 159,889 shares; 2026Q2: 153,671 shares 153,671 $10.6M 1.15% -6,218 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,963 shares; 2024Q4: 8,761 shares; 2025Q1: 8,049 shares; 2025Q2: 11,548 shares; 2025Q3: 10,298 shares; 2025Q4: 12,801 shares; 2026Q1: 30,239 shares; 2026Q2: 30,918 shares 30,918 $8.95M 0.97% +679 Timeline NRIM NORTHRIM BANCORP INC More: the full row for NORTHRIM BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,365 shares; 2024Q4: 12,860 shares; 2025Q1: 27,429 shares; 2025Q2: 24,448 shares; 2025Q3: 97,791 shares; 2025Q4: 97,791 shares; 2026Q1: 305,721 shares; 2026Q2: 305,721 shares 305,721 $8.48M 0.92% 0 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,939 shares; 2024Q4: 42,228 shares; 2025Q1: 44,407 shares; 2025Q2: 47,809 shares; 2025Q3: 47,259 shares; 2025Q4: 53,550 shares; 2026Q1: 66,364 shares; 2026Q2: 82,873 shares 82,873 $7.28M 0.79% +16,509 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 118,261 shares; 2024Q4: 122,686 shares; 2025Q1: 116,334 shares; 2025Q2: 131,818 shares; 2025Q3: 120,527 shares; 2025Q4: 120,046 shares; 2026Q1: 119,313 shares; 2026Q2: 114,627 shares 114,627 $6.41M 0.69% -4,686 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 124,821 shares; 2024Q4: 127,678 shares; 2025Q1: 126,914 shares; 2025Q2: 114,444 shares; 2025Q3: 127,787 shares; 2025Q4: 129,053 shares; 2026Q1: 129,290 shares; 2026Q2: 130,455 shares 130,455 $6.18M 0.67% +1,165 Timeline HELO 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,457 shares; 2025Q3: 69,112 shares; 2025Q4: 77,200 shares; 2026Q1: 81,339 shares; 2026Q2: 82,720 shares 82,720 $5.59M 0.61% +1,381 Timeline CMDY ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 356,404 shares; 2024Q4: 367,340 shares; 2025Q1: 333,532 shares; 2025Q2: 281,308 shares; 2025Q3: 103,729 shares; 2025Q4: 102,255 shares; 2026Q1: 101,070 shares; 2026Q2: 98,138 shares 98,138 $5.42M 0.59% -2,932 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,815 shares; 2024Q4: 191,875 shares; 2025Q1: 178,515 shares; 2025Q2: 175,310 shares; 2025Q3: 178,473 shares; 2025Q4: 183,591 shares; 2026Q1: 188,956 shares; 2026Q2: 205,021 shares 205,021 $4.81M 0.52% +16,065 Timeline FTXL FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,467 shares; 2026Q2: 13,496 shares 13,496 $3.85M 0.42% +29 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,120 shares; 2026Q1: 11,882 shares; 2026Q2: 5,383 shares 5,383 $3.45M 0.37% -6,499 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,290 shares; 2024Q4: 25,269 shares; 2025Q1: 25,040 shares; 2025Q2: 27,104 shares; 2025Q3: 28,899 shares; 2025Q4: 33,620 shares; 2026Q1: 40,822 shares; 2026Q2: 50,339 shares 50,339 $3.4M 0.37% +9,517 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,807 shares; 2026Q1: 17,775 shares; 2026Q2: 17,700 shares 17,700 $3.39M 0.37% -75 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,303 shares; 2024Q4: 62,012 shares; 2025Q1: 66,274 shares; 2025Q2: 63,953 shares; 2025Q3: 70,482 shares; 2025Q4: 84,021 shares; 2026Q1: 101,794 shares; 2026Q2: 123,034 shares 123,034 $2.85M 0.31% +21,240 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; 2024Q3: 27,185 shares; 2024Q4: 59,162 shares; 2025Q1: 58,307 shares; 2025Q2: 59,024 shares; 2025Q3: 61,171 shares; 2025Q4: 70,334 shares; 2026Q1: 81,315 shares; 2026Q2: 101,990 shares 101,990 $2.83M 0.31% +20,675 Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,476 shares; 2024Q4: 78,802 shares; 2025Q1: 82,382 shares; 2025Q2: 81,259 shares; 2025Q3: 86,736 shares; 2025Q4: 94,206 shares; 2026Q1: 101,126 shares; 2026Q2: 107,660 shares 107,660 $2.55M 0.28% +6,534 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,892 shares; 2024Q4: 1,992 shares; 2025Q1: not reported; 2025Q2: 5,809 shares; 2025Q3: 5,617 shares; 2025Q4: 15,522 shares; 2026Q1: 10,377 shares; 2026Q2: 12,603 shares 12,603 $2.52M 0.27% +2,226 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,889 shares; 2024Q4: 27,815 shares; 2025Q1: 22,971 shares; 2025Q2: 21,750 shares; 2025Q3: 24,193 shares; 2025Q4: 27,225 shares; 2026Q1: 23,863 shares; 2026Q2: 23,343 shares 23,343 $2.4M 0.26% -520 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,688 shares; 2024Q4: 43,830 shares; 2025Q1: 42,882 shares; 2025Q2: 41,089 shares; 2025Q3: 40,158 shares; 2025Q4: 36,590 shares; 2026Q1: 40,318 shares; 2026Q2: 38,634 shares 38,634 $2.11M 0.23% -1,684 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,822 shares; 2024Q4: 2,800 shares; 2025Q1: 2,707 shares; 2025Q2: 2,980 shares; 2025Q3: 2,647 shares; 2025Q4: 2,818 shares; 2026Q1: 2,598 shares; 2026Q2: 5,604 shares 5,604 $2.09M 0.23% +3,006 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,683 shares; 2024Q4: 14,316 shares; 2025Q1: 14,883 shares; 2025Q2: 17,544 shares; 2025Q3: 17,827 shares; 2025Q4: 21,023 shares; 2026Q1: 25,388 shares; 2026Q2: 31,370 shares 31,370 $1.81M 0.2% +5,982 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; 2024Q3: 23,013 shares; 2024Q4: 24,112 shares; 2025Q1: 24,892 shares; 2025Q2: 25,512 shares; 2025Q3: 28,057 shares; 2025Q4: 32,237 shares; 2026Q1: 37,362 shares; 2026Q2: 46,372 shares 46,372 $1.68M 0.18% +9,010 Timeline BRK-A 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 2 shares; 2026Q1: 2 shares; 2026Q2: 2 shares 2 $1.5M 0.16% 0 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 55,381 shares; 2025Q2: 55,742 shares; 2025Q3: 19,638 shares; 2025Q4: 19,753 shares; 2026Q1: 18,793 shares; 2026Q2: 17,578 shares 17,578 $1.33M 0.14% -1,215 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,337 shares; 2026Q2: 22,323 shares 22,323 $1.32M 0.14% +986 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; 2024Q3: 2,439 shares; 2024Q4: 2,429 shares; 2025Q1: 2,245 shares; 2025Q2: 2,231 shares; 2025Q3: 2,256 shares; 2025Q4: 2,188 shares; 2026Q1: 2,333 shares; 2026Q2: 14,760 shares 14,760 $1.27M 0.14% +12,427 Timeline SPEM 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; 2024Q3: 7,275 shares; 2024Q4: 7,743 shares; 2025Q1: 22,642 shares; 2025Q2: 22,642 shares; 2025Q3: 22,547 shares; 2025Q4: 22,547 shares; 2026Q1: 22,547 shares; 2026Q2: 22,547 shares 22,547 $1.17M 0.13% 0 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; 2024Q3: 5,564 shares; 2024Q4: 5,541 shares; 2025Q1: 5,348 shares; 2025Q2: 5,076 shares; 2025Q3: 5,079 shares; 2025Q4: 5,097 shares; 2026Q1: 4,821 shares; 2026Q2: 4,745 shares 4,745 $1.03M 0.11% -76 Timeline EUFN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 289,256 shares; 2025Q2: 291,229 shares; 2025Q3: 100,420 shares; 2025Q4: 99,595 shares; 2026Q1: 49,769 shares; 2026Q2: 25,056 shares 25,056 $977K 0.11% -24,713 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,425 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,302 shares; 2025Q3: 2,213 shares; 2025Q4: 2,261 shares; 2026Q1: 2,213 shares; 2026Q2: 2,280 shares 2,280 $861K 0.09% +67 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; 2024Q3: 520 shares; 2024Q4: 521 shares; 2025Q1: 637 shares; 2025Q2: 698 shares; 2025Q3: 694 shares; 2025Q4: 700 shares; 2026Q1: 690 shares; 2026Q2: 796 shares 796 $745K 0.08% +106 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; 2024Q3: 3,097 shares; 2024Q4: 3,070 shares; 2025Q1: 2,233 shares; 2025Q2: 3,560 shares; 2025Q3: 3,673 shares; 2025Q4: 3,672 shares; 2026Q1: 3,371 shares; 2026Q2: 3,058 shares 3,058 $729K 0.08% -313 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; 2024Q3: 5,346 shares; 2024Q4: 5,159 shares; 2025Q1: 5,157 shares; 2025Q2: 5,239 shares; 2025Q3: 5,204 shares; 2025Q4: 5,204 shares; 2026Q1: 5,205 shares; 2026Q2: 5,325 shares 5,325 $728K 0.08% +120 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; 2024Q3: 2,399 shares; 2024Q4: 2,358 shares; 2025Q1: 2,081 shares; 2025Q2: 2,081 shares; 2025Q3: 1,942 shares; 2025Q4: 1,836 shares; 2026Q1: 1,821 shares; 2026Q2: 1,821 shares 1,821 $674K 0.07% 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; 2024Q3: 1,242 shares; 2024Q4: 1,242 shares; 2025Q1: not reported; 2025Q2: 1,229 shares; 2025Q3: 1,169 shares; 2025Q4: 1,154 shares; 2026Q1: 1,077 shares; 2026Q2: 1,752 shares 1,752 $626K 0.07% +675 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100,825 shares; 2024Q4: 104,207 shares; 2025Q1: 109,064 shares; 2025Q2: 112,549 shares; 2025Q3: 113,309 shares; 2025Q4: 17,840 shares; 2026Q1: 9,933 shares; 2026Q2: 6,349 shares 6,349 $592K 0.06% -3,584 Timeline HOLA 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,711 shares; 2025Q4: 10,478 shares; 2026Q1: 10,478 shares; 2026Q2: 10,478 shares 10,478 $580K 0.06% 0 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,997 shares; 2024Q4: 6,284 shares; 2025Q1: 6,040 shares; 2025Q2: 6,119 shares; 2025Q3: 5,914 shares; 2025Q4: 5,861 shares; 2026Q1: 5,861 shares; 2026Q2: 6,166 shares 6,166 $510K 0.06% +305 Timeline SPGM 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; 2024Q3: 2,170 shares; 2024Q4: not reported; 2025Q1: 3,357 shares; 2025Q2: 3,918 shares; 2025Q3: 4,125 shares; 2025Q4: 4,856 shares; 2026Q1: 6,028 shares; 2026Q2: 5,883 shares 5,883 $504K 0.05% -145 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; 2024Q3: 1,040 shares; 2024Q4: 1,020 shares; 2025Q1: 1,118 shares; 2025Q2: 1,536 shares; 2025Q3: 1,235 shares; 2025Q4: 987 shares; 2026Q1: 980 shares; 2026Q2: 993 shares 993 $497K 0.05% +13 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,979 shares; 2024Q4: 2,822 shares; 2025Q1: 2,778 shares; 2025Q2: 2,877 shares; 2025Q3: 2,816 shares; 2025Q4: 2,818 shares; 2026Q1: 2,817 shares; 2026Q2: 3,196 shares 3,196 $433K 0.05% +379 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,238 shares; 2024Q4: 1,225 shares; 2025Q1: 1,228 shares; 2025Q2: 1,352 shares; 2025Q3: 1,325 shares; 2025Q4: 1,256 shares; 2026Q1: 1,225 shares; 2026Q2: 1,581 shares 1,581 $427K 0.05% +356 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,163 shares; 2025Q3: 1,163 shares; 2025Q4: 1,255 shares; 2026Q1: 1,173 shares; 2026Q2: 1,239 shares 1,239 $405K 0.04% +66 Timeline BSJU 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,654 shares; 2025Q4: 14,580 shares; 2026Q1: 14,813 shares; 2026Q2: 15,072 shares 15,072 $389K 0.04% +259 Timeline XMHQ 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; 2024Q3: 116,314 shares; 2024Q4: 65,467 shares; 2025Q1: 7,410 shares; 2025Q2: 6,234 shares; 2025Q3: 4,657 shares; 2025Q4: 3,400 shares; 2026Q1: 3,400 shares; 2026Q2: 3,399 shares 3,399 $384K 0.04% -1 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: not reported; 2026Q2: 500 shares 500 $382K 0.04% new Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,160 shares; 2024Q4: 1,163 shares; 2025Q1: not reported; 2025Q2: 1,186 shares; 2025Q3: 1,137 shares; 2025Q4: 1,078 shares; 2026Q1: 1,053 shares; 2026Q2: 1,044 shares 1,044 $369K 0.04% -9 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; 2024Q3: 7,417 shares; 2024Q4: 21,501 shares; 2025Q1: 18,328 shares; 2025Q2: 16,314 shares; 2025Q3: 13,821 shares; 2025Q4: 13,677 shares; 2026Q1: 13,434 shares; 2026Q2: 11,988 shares 11,988 $347K 0.04% -1,446 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,002 shares; 2025Q3: 995 shares; 2025Q4: 1,004 shares; 2026Q1: 974 shares; 2026Q2: 974 shares 974 $334K 0.04% 0 Timeline BSJT 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; 2024Q3: 9,175 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,063 shares; 2025Q4: 15,314 shares; 2026Q1: 15,560 shares; 2026Q2: 15,816 shares 15,816 $334K 0.04% +256 Timeline BSJS 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; 2024Q3: 9,063 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,114 shares; 2025Q3: 14,662 shares; 2025Q4: 14,892 shares; 2026Q1: 15,113 shares; 2026Q2: 15,343 shares 15,343 $334K 0.04% +230 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,451 shares; 2025Q3: 2,341 shares; 2025Q4: 2,819 shares; 2026Q1: 2,792 shares; 2026Q2: 2,918 shares 2,918 $330K 0.04% +126 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,469 shares; 2024Q4: 7,469 shares; 2025Q1: 7,469 shares; 2025Q2: 7,469 shares; 2025Q3: 10,093 shares; 2025Q4: 7,469 shares; 2026Q1: 7,469 shares; 2026Q2: 7,469 shares 7,469 $303K 0.03% 0 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,309 shares; 2024Q4: 2,309 shares; 2025Q1: 2,309 shares; 2025Q2: 2,309 shares; 2025Q3: 2,309 shares; 2025Q4: 2,309 shares; 2026Q1: 2,309 shares; 2026Q2: 2,309 shares 2,309 $291K 0.03% 0 Timeline PZA 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; 2024Q3: 9,574 shares; 2024Q4: 9,574 shares; 2025Q1: 9,740 shares; 2025Q2: 9,740 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,243 shares; 2026Q2: 12,243 shares 12,243 $288K 0.03% 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 479 shares; 2025Q2: 491 shares; 2025Q3: 479 shares; 2025Q4: 513 shares; 2026Q1: 479 shares; 2026Q2: 504 shares 504 $284K 0.03% +25 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 499 shares; 2026Q2: 379 shares 379 $284K 0.03% -120 Timeline VMO INVESCO MUN OPPORTUNIT TR More: the full row for INVESCO MUN OPPORTUNIT TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,550 shares; 2024Q4: 28,550 shares; 2025Q1: 28,550 shares; 2025Q2: 28,550 shares; 2025Q3: 28,550 shares; 2025Q4: 28,550 shares; 2026Q1: 28,550 shares; 2026Q2: 28,550 shares 28,550 $282K 0.03% 0 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 850 shares; 2025Q3: 700 shares; 2025Q4: 700 shares; 2026Q1: 700 shares; 2026Q2: 750 shares 750 $276K 0.03% +50 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,968 shares 1,968 $275K 0.03% new Timeline EJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,605 shares; 2026Q2: 7,605 shares 7,605 $274K 0.03% 0 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,475 shares; 2025Q3: 3,587 shares; 2025Q4: 3,609 shares; 2026Q1: 3,593 shares; 2026Q2: 3,593 shares 3,593 $256K 0.03% 0 Timeline BSJV 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,289 shares; 2026Q1: 9,385 shares; 2026Q2: 9,543 shares 9,543 $251K 0.03% +158 Timeline BSJR 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; 2024Q3: 8,852 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,898 shares; 2025Q3: 10,662 shares; 2025Q4: 10,820 shares; 2026Q1: 10,964 shares; 2026Q2: 11,110 shares 11,110 $248K 0.03% +146 Timeline IPAC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,527 shares; 2024Q4: 3,527 shares; 2025Q1: not reported; 2025Q2: 3,014 shares; 2025Q3: 2,958 shares; 2025Q4: 2,958 shares; 2026Q1: 2,903 shares; 2026Q2: 2,900 shares 2,900 $238K 0.03% -3 Timeline BALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,909 shares; 2025Q4: 6,909 shares; 2026Q1: 6,909 shares; 2026Q2: 6,909 shares 6,909 $237K 0.03% 0 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares; 2026Q2: 2,000 shares 2,000 $235K 0.03% 0 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 188 shares 188 $217K 0.02% new Timeline IBUF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,886 shares; 2026Q2: 6,886 shares 6,886 $217K 0.02% 0 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 855 shares; 2024Q4: 838 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 690 shares; 2025Q4: 684 shares; 2026Q1: not reported; 2026Q2: 586 shares 586 $214K 0.02% new 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; 2024Q3: 2,732 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,182 shares 7,182 $211K 0.02% new Timeline IBHF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,737 shares; 2025Q4: 8,936 shares; 2026Q1: 9,025 shares; 2026Q2: 9,158 shares 9,158 $207K 0.02% +133 Timeline IGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,606 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,061 shares 3,061 $204K 0.02% new Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,847 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,083 shares 2,083 $201K 0.02% new Timeline