ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 176,383 shares; 2025Q1: 162,247 shares; 2025Q2: 180,899 shares; 2025Q3: 179,143 shares; 2025Q4: not loaded; 2026Q1: 161,336 shares; 2026Q2: 165,712 shares; 2026Q3: 176,143 shares 176,143 $29.3M 11.76% +10,431 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; 2024Q4: 268,620 shares; 2025Q1: 290,529 shares; 2025Q2: 299,776 shares; 2025Q3: 299,241 shares; 2025Q4: not loaded; 2026Q1: 339,926 shares; 2026Q2: 355,334 shares; 2026Q3: 400,937 shares 400,937 $28.1M 11.29% +45,603 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: 334,208 shares; 2025Q1: 347,796 shares; 2025Q2: 362,391 shares; 2025Q3: 360,830 shares; 2025Q4: not loaded; 2026Q1: 325,489 shares; 2026Q2: 345,857 shares; 2026Q3: 360,296 shares 360,296 $25.4M 10.21% +14,439 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; 2024Q4: 153,979 shares; 2025Q1: 153,907 shares; 2025Q2: 166,827 shares; 2025Q3: 168,551 shares; 2025Q4: not loaded; 2026Q1: 166,005 shares; 2026Q2: 164,003 shares; 2026Q3: 170,057 shares 170,057 $10.1M 4.05% +6,054 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; 2024Q4: 185,191 shares; 2025Q1: 190,053 shares; 2025Q2: 200,915 shares; 2025Q3: 197,956 shares; 2025Q4: not loaded; 2026Q1: 205,265 shares; 2026Q2: 206,915 shares; 2026Q3: 213,144 shares 213,144 $9.99M 4.01% +6,229 Timeline PSP 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: 108,697 shares; 2025Q1: 111,486 shares; 2025Q2: 119,663 shares; 2025Q3: 122,142 shares; 2025Q4: not loaded; 2026Q1: 131,579 shares; 2026Q2: 146,352 shares; 2026Q3: 152,432 shares 152,432 $8.58M 3.45% +6,080 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,091 shares; 2025Q1: 12,028 shares; 2025Q2: 12,009 shares; 2025Q3: 11,986 shares; 2025Q4: not loaded; 2026Q1: 10,953 shares; 2026Q2: 10,932 shares; 2026Q3: 10,785 shares 10,785 $8.26M 3.32% -147 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 29,244 shares; 2025Q1: 33,308 shares; 2025Q2: 47,761 shares; 2025Q3: 51,663 shares; 2025Q4: not loaded; 2026Q1: 57,317 shares; 2026Q2: 58,503 shares; 2026Q3: 71,209 shares 71,209 $7.2M 2.89% +12,706 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; 2024Q4: 55,883 shares; 2025Q1: 59,386 shares; 2025Q2: 64,249 shares; 2025Q3: 66,807 shares; 2025Q4: not loaded; 2026Q1: 64,763 shares; 2026Q2: 72,104 shares; 2026Q3: 76,372 shares 76,372 $6.85M 2.75% +4,268 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 43,103 shares; 2025Q1: 52,635 shares; 2025Q2: 68,246 shares; 2025Q3: 84,914 shares; 2025Q4: not loaded; 2026Q1: 92,425 shares; 2026Q2: 98,770 shares; 2026Q3: 119,293 shares 119,293 $5.87M 2.36% +20,523 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: 23,762 shares; 2025Q1: 25,889 shares; 2025Q2: 24,553 shares; 2025Q3: 23,650 shares; 2025Q4: not loaded; 2026Q1: 21,626 shares; 2026Q2: 24,252 shares; 2026Q3: 25,688 shares 25,688 $5.87M 2.36% +1,436 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: 15,608 shares; 2025Q1: 18,856 shares; 2025Q2: 18,076 shares; 2025Q3: 17,822 shares; 2025Q4: not loaded; 2026Q1: 15,368 shares; 2026Q2: 17,119 shares; 2026Q3: 17,243 shares 17,243 $5.74M 2.31% +124 Timeline VSS 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: 27,770 shares; 2025Q1: 30,114 shares; 2025Q2: 32,634 shares; 2025Q3: 33,085 shares; 2025Q4: not loaded; 2026Q1: 32,316 shares; 2026Q2: 32,550 shares; 2026Q3: 33,327 shares 33,327 $5.17M 2.08% +777 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: 8,264 shares; 2025Q1: 9,379 shares; 2025Q2: 8,947 shares; 2025Q3: 8,822 shares; 2025Q4: not loaded; 2026Q1: 7,831 shares; 2026Q2: 8,870 shares; 2026Q3: 8,937 shares 8,937 $4.58M 1.84% +67 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 38,134 shares; 2025Q1: 37,938 shares; 2025Q2: 37,548 shares; 2025Q3: 37,548 shares; 2025Q4: not loaded; 2026Q1: 36,998 shares; 2026Q2: 36,347 shares; 2026Q3: 38,674 shares 38,674 $3.75M 1.5% +2,327 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 86,142 shares; 2025Q1: 93,419 shares; 2025Q2: 100,195 shares; 2025Q3: 104,917 shares; 2025Q4: not loaded; 2026Q1: 100,372 shares; 2026Q2: 111,820 shares; 2026Q3: 123,636 shares 123,636 $3.65M 1.46% +11,816 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 30,150 shares; 2025Q1: 30,525 shares; 2025Q2: 33,312 shares; 2025Q3: 33,586 shares; 2025Q4: not loaded; 2026Q1: 30,377 shares; 2026Q2: 33,296 shares; 2026Q3: 35,612 shares 35,612 $3.6M 1.45% +2,316 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; 2024Q4: 32,112 shares; 2025Q1: 34,056 shares; 2025Q2: 34,990 shares; 2025Q3: 35,073 shares; 2025Q4: not loaded; 2026Q1: 38,109 shares; 2026Q2: 39,118 shares; 2026Q3: 43,849 shares 43,849 $3.35M 1.35% +4,731 Timeline VNQI 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: 50,126 shares; 2025Q1: 56,061 shares; 2025Q2: 61,700 shares; 2025Q3: 62,352 shares; 2025Q4: not loaded; 2026Q1: 60,252 shares; 2026Q2: 68,569 shares; 2026Q3: 74,568 shares 74,568 $3.17M 1.27% +5,999 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 67,506 shares; 2025Q1: 70,181 shares; 2025Q2: 78,473 shares; 2025Q3: 83,397 shares; 2025Q4: not loaded; 2026Q1: 89,245 shares; 2026Q2: 90,263 shares; 2026Q3: 104,491 shares 104,491 $2.63M 1.05% +14,228 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: 32,862 shares; 2025Q1: 32,582 shares; 2025Q2: 32,426 shares; 2025Q3: 32,426 shares; 2025Q4: not loaded; 2026Q1: 28,788 shares; 2026Q2: 27,449 shares; 2026Q3: 27,694 shares 27,694 $2.62M 1.05% +245 Timeline FLRN SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 54,862 shares; 2025Q1: 58,161 shares; 2025Q2: 64,064 shares; 2025Q3: 69,063 shares; 2025Q4: not loaded; 2026Q1: 75,680 shares; 2026Q2: 77,013 shares; 2026Q3: 84,323 shares 84,323 $2.6M 1.04% +7,310 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: 8,070 shares; 2025Q1: 9,034 shares; 2025Q2: 9,639 shares; 2025Q3: 9,531 shares; 2025Q4: not loaded; 2026Q1: 8,707 shares; 2026Q2: 9,380 shares; 2026Q3: 10,335 shares 10,335 $2.57M 1.03% +955 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 128,771 shares; 2025Q1: 132,773 shares; 2025Q2: 121,688 shares; 2025Q3: 124,867 shares; 2025Q4: not loaded; 2026Q1: 127,736 shares; 2026Q2: 125,902 shares; 2026Q3: 129,578 shares 129,578 $2.5M 1% +3,676 Timeline COMT 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; 2024Q4: 39,062 shares; 2025Q1: 45,604 shares; 2025Q2: 59,518 shares; 2025Q3: 61,275 shares; 2025Q4: not loaded; 2026Q1: 61,689 shares; 2026Q2: 62,373 shares; 2026Q3: 63,181 shares 63,181 $2.33M 0.94% +808 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: 5,900 shares; 2025Q1: 6,623 shares; 2025Q2: 6,444 shares; 2025Q3: 6,304 shares; 2025Q4: not loaded; 2026Q1: 5,860 shares; 2026Q2: 6,417 shares; 2026Q3: 6,486 shares 6,486 $2.23M 0.9% +69 Timeline BKLN 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; 2024Q4: 63,840 shares; 2025Q1: 65,041 shares; 2025Q2: 74,672 shares; 2025Q3: 80,077 shares; 2025Q4: not loaded; 2026Q1: 84,709 shares; 2026Q2: 87,962 shares; 2026Q3: 100,586 shares 100,586 $2.05M 0.83% +12,624 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,238 shares; 2025Q1: 5,226 shares; 2025Q2: 5,342 shares; 2025Q3: 5,204 shares; 2025Q4: not loaded; 2026Q1: 4,813 shares; 2026Q2: 5,338 shares; 2026Q3: 5,908 shares 5,908 $2.01M 0.81% +570 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: 4,743 shares; 2025Q1: 5,438 shares; 2025Q2: 5,356 shares; 2025Q3: 5,185 shares; 2025Q4: not loaded; 2026Q1: 4,690 shares; 2026Q2: 5,200 shares; 2026Q3: 5,608 shares 5,608 $1.97M 0.79% +408 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; 2024Q4: 2,073 shares; 2025Q1: 2,185 shares; 2025Q2: 2,135 shares; 2025Q3: 2,087 shares; 2025Q4: not loaded; 2026Q1: 1,900 shares; 2026Q2: 2,135 shares; 2026Q3: 2,405 shares 2,405 $1.74M 0.7% +270 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 21,651 shares; 2025Q1: 21,432 shares; 2025Q2: 21,356 shares; 2025Q3: 20,979 shares; 2025Q4: not loaded; 2026Q1: 20,861 shares; 2026Q2: 20,664 shares; 2026Q3: 21,335 shares 21,335 $1.73M 0.7% +671 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,993 shares; 2025Q1: 12,723 shares; 2025Q2: 13,552 shares; 2025Q3: 14,432 shares; 2025Q4: not loaded; 2026Q1: 14,850 shares; 2026Q2: 15,161 shares; 2026Q3: 16,448 shares 16,448 $1.49M 0.6% +1,287 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: 4,043 shares; 2025Q1: 4,172 shares; 2025Q2: 4,199 shares; 2025Q3: 4,198 shares; 2025Q4: not loaded; 2026Q1: 3,975 shares; 2026Q2: 3,950 shares; 2026Q3: 3,840 shares 3,840 $1.44M 0.58% -110 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,454 shares; 2025Q1: 6,017 shares; 2025Q2: 6,682 shares; 2025Q3: 6,651 shares; 2025Q4: not loaded; 2026Q1: 6,366 shares; 2026Q2: 6,552 shares; 2026Q3: 6,805 shares 6,805 $1.43M 0.57% +253 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,470 shares; 2025Q1: 3,334 shares; 2025Q2: 3,093 shares; 2025Q3: 3,058 shares; 2025Q4: not loaded; 2026Q1: 2,791 shares; 2026Q2: 2,960 shares; 2026Q3: 3,975 shares 3,975 $1.41M 0.57% +1,015 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,457 shares; 2025Q1: 10,702 shares; 2025Q2: 11,533 shares; 2025Q3: 11,612 shares; 2025Q4: not loaded; 2026Q1: 12,315 shares; 2026Q2: 12,739 shares; 2026Q3: 14,844 shares 14,844 $1.38M 0.55% +2,105 Timeline NEAR 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; 2024Q4: 20,490 shares; 2025Q1: 21,537 shares; 2025Q2: 22,007 shares; 2025Q3: 21,571 shares; 2025Q4: not loaded; 2026Q1: 22,281 shares; 2026Q2: 22,844 shares; 2026Q3: 24,996 shares 24,996 $1.25M 0.5% +2,152 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 983 shares; 2025Q1: 1,121 shares; 2025Q2: 1,020 shares; 2025Q3: 1,010 shares; 2025Q4: not loaded; 2026Q1: 930 shares; 2026Q2: 1,021 shares; 2026Q3: 1,039 shares 1,039 $1.2M 0.48% +18 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,464 shares; 2025Q1: 14,404 shares; 2025Q2: 14,401 shares; 2025Q3: 14,055 shares; 2025Q4: not loaded; 2026Q1: 13,967 shares; 2026Q2: 13,967 shares; 2026Q3: 13,908 shares 13,908 $1.17M 0.47% -59 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 34,976 shares; 2025Q1: 34,071 shares; 2025Q2: 34,071 shares; 2025Q3: 29,448 shares; 2025Q4: not loaded; 2026Q1: 21,809 shares; 2026Q2: 21,809 shares; 2026Q3: 22,009 shares 22,009 $1.04M 0.42% +200 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,325 shares; 2025Q4: not loaded; 2026Q1: 1,249 shares; 2026Q2: 1,316 shares; 2026Q3: 1,692 shares 1,692 $1.04M 0.42% +376 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,257 shares; 2025Q1: 1,997 shares; 2025Q2: 2,018 shares; 2025Q3: 1,870 shares; 2025Q4: not loaded; 2026Q1: 1,437 shares; 2026Q2: 1,903 shares; 2026Q3: 2,225 shares 2,225 $1.02M 0.41% +322 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; 2024Q4: 2,869 shares; 2025Q1: 3,184 shares; 2025Q2: 3,053 shares; 2025Q3: 2,994 shares; 2025Q4: not loaded; 2026Q1: 2,725 shares; 2026Q2: 2,960 shares; 2026Q3: 2,996 shares 2,996 $991K 0.4% +36 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: 942 shares; 2026Q2: 900 shares; 2026Q3: 914 shares 914 $974K 0.39% +14 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,991 shares; 2025Q1: 7,862 shares; 2025Q2: 7,922 shares; 2025Q3: 7,841 shares; 2025Q4: not loaded; 2026Q1: 8,094 shares; 2026Q2: 8,308 shares; 2026Q3: 8,763 shares 8,763 $916K 0.37% +455 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: 1,664 shares; 2025Q1: 1,750 shares; 2025Q2: 1,676 shares; 2025Q3: 1,652 shares; 2025Q4: not loaded; 2026Q1: 1,510 shares; 2026Q2: 1,729 shares; 2026Q3: 1,714 shares 1,714 $853K 0.34% -15 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; 2024Q4: 40,022 shares; 2025Q1: 39,484 shares; 2025Q2: 40,588 shares; 2025Q3: 39,568 shares; 2025Q4: not loaded; 2026Q1: 36,762 shares; 2026Q2: 36,760 shares; 2026Q3: 36,430 shares 36,430 $803K 0.32% -330 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; 2024Q4: 36,183 shares; 2025Q1: 36,184 shares; 2025Q2: 36,180 shares; 2025Q3: 36,179 shares; 2025Q4: not loaded; 2026Q1: 36,183 shares; 2026Q2: 36,183 shares; 2026Q3: 36,200 shares 36,200 $800K 0.32% +17 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,860 shares; 2025Q1: 6,966 shares; 2025Q2: 7,058 shares; 2025Q3: 6,944 shares; 2025Q4: not loaded; 2026Q1: 6,697 shares; 2026Q2: 6,629 shares; 2026Q3: 6,620 shares 6,620 $748K 0.3% -9 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; 2024Q4: 19,604 shares; 2025Q1: 19,604 shares; 2025Q2: 19,604 shares; 2025Q3: 19,604 shares; 2025Q4: not loaded; 2026Q1: 14,906 shares; 2026Q2: 14,525 shares; 2026Q3: 14,524 shares 14,524 $729K 0.29% -1 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: 1,539 shares; 2025Q1: 2,511 shares; 2025Q2: 2,248 shares; 2025Q3: 2,238 shares; 2025Q4: not loaded; 2026Q1: 2,099 shares; 2026Q2: 2,476 shares; 2026Q3: 2,514 shares 2,514 $666K 0.27% +38 Timeline RWX 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; 2024Q4: 30,020 shares; 2025Q1: 31,043 shares; 2025Q2: 31,043 shares; 2025Q3: 30,823 shares; 2025Q4: not loaded; 2026Q1: 25,546 shares; 2026Q2: 25,546 shares; 2026Q3: 25,519 shares 25,519 $647K 0.26% -27 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; 2024Q4: 29,545 shares; 2025Q1: 25,857 shares; 2025Q2: 25,860 shares; 2025Q3: 25,862 shares; 2025Q4: not loaded; 2026Q1: 25,109 shares; 2026Q2: 22,072 shares; 2026Q3: 22,072 shares 22,072 $647K 0.26% 0 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 2,433 shares; 2025Q2: 2,506 shares; 2025Q3: 2,345 shares; 2025Q4: not loaded; 2026Q1: 2,021 shares; 2026Q2: 2,320 shares; 2026Q3: 3,430 shares 3,430 $642K 0.26% +1,110 Timeline PGX 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; 2024Q4: 46,983 shares; 2025Q1: 46,406 shares; 2025Q2: 55,082 shares; 2025Q3: 55,348 shares; 2025Q4: not loaded; 2026Q1: 54,117 shares; 2026Q2: 62,759 shares; 2026Q3: 62,698 shares 62,698 $631K 0.25% -61 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,276 shares; 2025Q1: 7,235 shares; 2025Q2: 8,005 shares; 2025Q3: 7,978 shares; 2025Q4: not loaded; 2026Q1: 5,694 shares; 2026Q2: 2,794 shares; 2026Q3: 3,377 shares 3,377 $630K 0.25% +583 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; 2024Q4: 1,771 shares; 2025Q1: 1,771 shares; 2025Q2: 1,771 shares; 2025Q3: 1,771 shares; 2025Q4: not loaded; 2026Q1: 1,771 shares; 2026Q2: 1,771 shares; 2026Q3: 1,771 shares 1,771 $623K 0.25% 0 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: 1,544 shares; 2025Q1: 1,836 shares; 2025Q2: 1,758 shares; 2025Q3: 1,738 shares; 2025Q4: not loaded; 2026Q1: 1,487 shares; 2026Q2: 1,674 shares; 2026Q3: 1,615 shares 1,615 $580K 0.23% -59 Timeline JMST 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; 2024Q4: 4,807 shares; 2025Q1: 5,573 shares; 2025Q2: 12,240 shares; 2025Q3: 12,290 shares; 2025Q4: not loaded; 2026Q1: 10,732 shares; 2026Q2: 10,900 shares; 2026Q3: 11,376 shares 11,376 $575K 0.23% +476 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 reported; 2025Q1: 715 shares; 2025Q2: 711 shares; 2025Q3: 699 shares; 2025Q4: not loaded; 2026Q1: 636 shares; 2026Q2: 678 shares; 2026Q3: 692 shares 692 $561K 0.23% +14 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,676 shares; 2025Q1: 5,244 shares; 2025Q2: 4,995 shares; 2025Q3: 4,967 shares; 2025Q4: not loaded; 2026Q1: 4,505 shares; 2026Q2: 5,076 shares; 2026Q3: 5,186 shares 5,186 $539K 0.22% +110 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,667 shares; 2025Q4: not loaded; 2026Q1: 1,493 shares; 2026Q2: 1,596 shares; 2026Q3: 1,573 shares 1,573 $517K 0.21% -23 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,859 shares; 2025Q1: 2,092 shares; 2025Q2: 1,855 shares; 2025Q3: 1,844 shares; 2025Q4: not loaded; 2026Q1: 1,710 shares; 2026Q2: 1,922 shares; 2026Q3: 1,950 shares 1,950 $510K 0.2% +28 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: 829 shares; 2025Q1: 946 shares; 2025Q2: 962 shares; 2025Q3: 948 shares; 2025Q4: not loaded; 2026Q1: 823 shares; 2026Q2: 900 shares; 2026Q3: 906 shares 906 $500K 0.2% +6 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; 2024Q4: 516 shares; 2025Q1: 564 shares; 2025Q2: 535 shares; 2025Q3: 535 shares; 2025Q4: not loaded; 2026Q1: 483 shares; 2026Q2: 521 shares; 2026Q3: 542 shares 542 $493K 0.2% +21 Timeline AIPO TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 16,307 shares 16,307 $460K 0.18% new Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,630 shares; 2025Q1: 9,623 shares; 2025Q2: 9,623 shares; 2025Q3: 9,812 shares; 2025Q4: not loaded; 2026Q1: 11,004 shares; 2026Q2: 11,004 shares; 2026Q3: 11,117 shares 11,117 $449K 0.18% +113 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 1,488 shares; 2025Q2: 1,520 shares; 2025Q3: 1,819 shares; 2025Q4: not loaded; 2026Q1: 2,015 shares; 2026Q2: 2,138 shares; 2026Q3: 2,155 shares 2,155 $440K 0.18% +17 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 10,622 shares 10,622 $423K 0.17% new 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: 745 shares; 2026Q2: 821 shares; 2026Q3: 811 shares 811 $415K 0.17% -10 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; 2024Q4: not reported; 2025Q1: 3,939 shares; 2025Q2: 3,586 shares; 2025Q3: 3,637 shares; 2025Q4: not loaded; 2026Q1: 3,267 shares; 2026Q2: 3,728 shares; 2026Q3: 3,806 shares 3,806 $410K 0.16% +78 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 5,037 shares; 2025Q2: 4,883 shares; 2025Q3: 4,898 shares; 2025Q4: not loaded; 2026Q1: 4,056 shares; 2026Q2: 5,148 shares; 2026Q3: 4,667 shares 4,667 $402K 0.16% -481 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 1,724 shares; 2025Q2: 1,729 shares; 2025Q3: 1,680 shares; 2025Q4: not loaded; 2026Q1: 1,476 shares; 2026Q2: 1,974 shares; 2026Q3: 2,005 shares 2,005 $383K 0.15% +31 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: 157 shares; 2026Q2: 202 shares; 2026Q3: 210 shares 210 $380K 0.15% +8 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: not reported; 2026Q2: 2,969 shares; 2026Q3: 3,047 shares 3,047 $366K 0.15% +78 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 reported; 2025Q1: 1,071 shares; 2025Q2: 1,128 shares; 2025Q3: 1,096 shares; 2025Q4: not loaded; 2026Q1: 1,131 shares; 2026Q2: 1,129 shares; 2026Q3: 1,152 shares 1,152 $360K 0.14% +23 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,378 shares 2,378 $359K 0.14% new Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 2,614 shares; 2025Q2: not reported; 2025Q3: 2,401 shares; 2025Q4: not loaded; 2026Q1: 1,992 shares; 2026Q2: 2,428 shares; 2026Q3: 2,465 shares 2,465 $358K 0.14% +37 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 1,788 shares; 2025Q2: 1,807 shares; 2025Q3: 1,768 shares; 2025Q4: not loaded; 2026Q1: 1,788 shares; 2026Q2: 1,868 shares; 2026Q3: 1,908 shares 1,908 $354K 0.14% +40 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: 171 shares; 2026Q2: 1,786 shares; 2026Q3: 1,759 shares 1,759 $343K 0.14% -27 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,497 shares; 2025Q1: 2,891 shares; 2025Q2: 2,807 shares; 2025Q3: 2,764 shares; 2025Q4: not loaded; 2026Q1: 1,620 shares; 2026Q2: 2,676 shares; 2026Q3: 2,340 shares 2,340 $340K 0.14% -336 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,341 shares; 2025Q1: 2,985 shares; 2025Q2: 2,985 shares; 2025Q3: 3,011 shares; 2025Q4: not loaded; 2026Q1: 3,098 shares; 2026Q2: 3,098 shares; 2026Q3: 3,137 shares 3,137 $326K 0.13% +39 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,475 shares; 2025Q3: 6,475 shares; 2025Q4: not loaded; 2026Q1: 6,475 shares; 2026Q2: 3,730 shares; 2026Q3: 3,730 shares 3,730 $317K 0.13% 0 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,698 shares; 2025Q4: not loaded; 2026Q1: 1,603 shares; 2026Q2: 1,855 shares; 2026Q3: 3,746 shares 3,746 $316K 0.13% +1,891 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: not reported; 2026Q2: 769 shares; 2026Q3: 762 shares 762 $303K 0.12% -7 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,848 shares; 2025Q1: 5,715 shares; 2025Q2: 5,467 shares; 2025Q3: 5,623 shares; 2025Q4: not loaded; 2026Q1: 4,880 shares; 2026Q2: 5,422 shares; 2026Q3: 5,558 shares 5,558 $303K 0.12% +136 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: 639 shares; 2026Q2: 712 shares; 2026Q3: 722 shares 722 $286K 0.12% +10 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 312 shares; 2025Q3: 303 shares; 2025Q4: not loaded; 2026Q1: 271 shares; 2026Q2: 307 shares; 2026Q3: 313 shares 313 $282K 0.11% +6 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 419 shares; 2025Q1: 429 shares; 2025Q2: 344 shares; 2025Q3: 338 shares; 2025Q4: not loaded; 2026Q1: 3,518 shares; 2026Q2: 3,848 shares; 2026Q3: 4,034 shares 4,034 $281K 0.11% +186 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,768 shares; 2025Q1: 1,864 shares; 2025Q2: 1,897 shares; 2025Q3: 1,721 shares; 2025Q4: not loaded; 2026Q1: 1,543 shares; 2026Q2: 1,899 shares; 2026Q3: 1,974 shares 1,974 $271K 0.11% +75 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,274 shares; 2025Q4: not loaded; 2026Q1: not reported; 2026Q2: 1,416 shares; 2026Q3: 1,429 shares 1,429 $269K 0.11% +13 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 627 shares; 2025Q2: 612 shares; 2025Q3: 613 shares; 2025Q4: not loaded; 2026Q1: 508 shares; 2026Q2: 554 shares; 2026Q3: 563 shares 563 $267K 0.11% +9 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 3,715 shares; 2025Q2: 3,719 shares; 2025Q3: 3,670 shares; 2025Q4: not loaded; 2026Q1: 3,690 shares; 2026Q2: 3,830 shares; 2026Q3: 3,859 shares 3,859 $262K 0.11% +29 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; 2024Q4: 3,307 shares; 2025Q1: 3,275 shares; 2025Q2: 3,316 shares; 2025Q3: 3,236 shares; 2025Q4: not loaded; 2026Q1: 2,810 shares; 2026Q2: 3,184 shares; 2026Q3: 3,206 shares 3,206 $257K 0.1% +22 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,050 shares; 2025Q1: 4,051 shares; 2025Q2: 4,048 shares; 2025Q3: 4,048 shares; 2025Q4: not loaded; 2026Q1: 4,048 shares; 2026Q2: 4,047 shares; 2026Q3: 4,047 shares 4,047 $249K 0.1% 0 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: not reported; 2026Q2: 1,200 shares; 2026Q3: 1,221 shares 1,221 $249K 0.1% +21 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 618 shares 618 $240K 0.1% new 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 reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: not reported; 2026Q2: 238 shares; 2026Q3: 251 shares 251 $239K 0.1% +13 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 897 shares 897 $237K 0.1% new Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 913 shares; 2025Q1: 999 shares; 2025Q2: 800 shares; 2025Q3: 810 shares; 2025Q4: not loaded; 2026Q1: not reported; 2026Q2: 686 shares; 2026Q3: 646 shares 646 $237K 0.1% -40 Timeline VO 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: 1,395 shares; 2025Q1: 1,395 shares; 2025Q2: 1,395 shares; 2025Q3: 1,366 shares; 2025Q4: not loaded; 2026Q1: 1,028 shares; 2026Q2: 3,448 shares; 2026Q3: 3,003 shares 3,003 $235K 0.09% -445 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: 1,645 shares; 2026Q2: not reported; 2026Q3: 1,850 shares 1,850 $232K 0.09% new Timeline NAK NORTHERN DYNASTY MINERALS LT More: the full row for NORTHERN DYNASTY MINERALS LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 88,670 shares; 2025Q2: 109,200 shares; 2025Q3: 168,200 shares; 2025Q4: not loaded; 2026Q1: 168,200 shares; 2026Q2: 168,200 shares; 2026Q3: 168,200 shares 168,200 $230K 0.09% 0 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,275 shares 2,275 $229K 0.09% new 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; 2024Q4: 964 shares; 2025Q1: 1,119 shares; 2025Q2: 1,119 shares; 2025Q3: 1,141 shares; 2025Q4: not loaded; 2026Q1: 989 shares; 2026Q2: 978 shares; 2026Q3: 804 shares 804 $229K 0.09% -174 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 2,056 shares; 2025Q2: 2,091 shares; 2025Q3: 2,099 shares; 2025Q4: not loaded; 2026Q1: 1,998 shares; 2026Q2: 2,098 shares; 2026Q3: 1,957 shares 1,957 $219K 0.09% -141 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: not reported; 2026Q2: 484 shares; 2026Q3: 484 shares 484 $209K 0.08% 0 Timeline TAFM AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 8,620 shares 8,620 $207K 0.08% new 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; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: not loaded; 2026Q1: 1,014 shares; 2026Q2: 1,010 shares; 2026Q3: 725 shares 725 $206K 0.08% -285 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 488 shares 488 $206K 0.08% new Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: not reported; 2026Q2: 1,526 shares; 2026Q3: 1,579 shares 1,579 $204K 0.08% +53 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,818 shares; 2025Q1: 12,034 shares; 2025Q2: 10,642 shares; 2025Q3: 10,496 shares; 2025Q4: not loaded; 2026Q1: not reported; 2026Q2: 10,463 shares; 2026Q3: 10,922 shares 10,922 $151K 0.06% +459 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,296 shares; 2025Q1: 13,296 shares; 2025Q2: 13,040 shares; 2025Q3: 12,307 shares; 2025Q4: not loaded; 2026Q1: not reported; 2026Q2: 12,114 shares; 2026Q3: 12,372 shares 12,372 $69.7K 0.03% +258 Timeline