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: 755,138 shares; 2024Q4: 2,269,625 shares; 2025Q1: 2,206,512 shares; 2025Q2: 2,280,596 shares; 2025Q3: 2,244,984 shares; 2025Q4: 2,212,231 shares; 2026Q1: 2,176,358 shares; 2026Q2: 2,222,715 shares 2,222,715 $65.4M 12.73% +46,357 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: 36,183 shares; 2024Q4: 37,221 shares; 2025Q1: 38,025 shares; 2025Q2: 39,408 shares; 2025Q3: 50,500 shares; 2025Q4: 52,014 shares; 2026Q1: 54,712 shares; 2026Q2: 61,877 shares 61,877 $46.3M 9.02% +7,165 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 196,082 shares; 2024Q4: 201,742 shares; 2025Q1: 204,455 shares; 2025Q2: 196,279 shares; 2025Q3: 216,627 shares; 2025Q4: 289,524 shares; 2026Q1: 298,247 shares; 2026Q2: 313,153 shares 313,153 $25M 4.87% +14,906 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,065 shares; 2024Q4: 48,061 shares; 2025Q1: 56,449 shares; 2025Q2: 58,617 shares; 2025Q3: 71,173 shares; 2025Q4: 156,602 shares; 2026Q1: 186,246 shares; 2026Q2: 214,856 shares 214,856 $23.4M 4.56% +28,610 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: 548,944 shares; 2024Q4: 1,067,905 shares; 2025Q1: 1,089,446 shares; 2025Q2: 1,027,933 shares; 2025Q3: 1,063,942 shares; 2025Q4: 1,018,851 shares; 2026Q1: 1,014,783 shares; 2026Q2: 956,732 shares 956,732 $22.1M 4.31% -58,051 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: 424,531 shares; 2024Q4: 840,555 shares; 2025Q1: 851,584 shares; 2025Q2: 859,056 shares; 2025Q3: 821,253 shares; 2025Q4: 810,666 shares; 2026Q1: 788,468 shares; 2026Q2: 790,195 shares 790,195 $21.9M 4.26% +1,727 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 91,244 shares; 2024Q4: 106,907 shares; 2025Q1: 114,555 shares; 2025Q2: 110,969 shares; 2025Q3: 141,995 shares; 2025Q4: 169,236 shares; 2026Q1: 180,053 shares; 2026Q2: 212,383 shares 212,383 $21M 4.09% +32,330 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: 494,504 shares; 2024Q4: 501,415 shares; 2025Q1: 533,081 shares; 2025Q2: 521,628 shares; 2025Q3: 508,541 shares; 2025Q4: 482,441 shares; 2026Q1: 490,541 shares; 2026Q2: 476,643 shares 476,643 $17.3M 3.36% -13,898 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: 97,739 shares; 2024Q4: 98,232 shares; 2025Q1: 104,851 shares; 2025Q2: 104,873 shares; 2025Q3: 131,441 shares; 2025Q4: 136,964 shares; 2026Q1: 143,618 shares; 2026Q2: 172,207 shares 172,207 $16.6M 3.24% +28,589 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; 2024Q3: 710,255 shares; 2024Q4: 718,839 shares; 2025Q1: 668,984 shares; 2025Q2: 614,618 shares; 2025Q3: 637,443 shares; 2025Q4: 623,744 shares; 2026Q1: 558,422 shares; 2026Q2: 512,832 shares 512,832 $15.8M 3.08% -45,590 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: 92,591 shares; 2024Q4: 106,726 shares; 2025Q1: 122,231 shares; 2025Q2: 119,205 shares; 2025Q3: 151,373 shares; 2025Q4: 151,761 shares; 2026Q1: 160,843 shares; 2026Q2: 178,341 shares 178,341 $14.8M 2.87% +17,498 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 113,926 shares; 2024Q4: 112,964 shares; 2025Q1: 117,157 shares; 2025Q2: 111,455 shares; 2025Q3: 123,094 shares; 2025Q4: 130,899 shares; 2026Q1: 135,230 shares; 2026Q2: 149,825 shares 149,825 $14.4M 2.81% +14,595 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 240,330 shares; 2024Q4: 247,554 shares; 2025Q1: 240,784 shares; 2025Q2: 226,944 shares; 2025Q3: 272,062 shares; 2025Q4: 276,233 shares; 2026Q1: 266,777 shares; 2026Q2: 268,368 shares 268,368 $13.7M 2.67% +1,591 Timeline SCHM 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: 126,214 shares; 2024Q4: 375,671 shares; 2025Q1: 364,259 shares; 2025Q2: 388,625 shares; 2025Q3: 386,252 shares; 2025Q4: 380,277 shares; 2026Q1: 376,193 shares; 2026Q2: 364,410 shares 364,410 $13.4M 2.62% -11,783 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: 153,363 shares; 2024Q4: 148,967 shares; 2025Q1: 146,371 shares; 2025Q2: 147,215 shares; 2025Q3: 139,793 shares; 2025Q4: 136,452 shares; 2026Q1: 135,851 shares; 2026Q2: 138,155 shares 138,155 $12.1M 2.36% +2,304 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: 159,228 shares; 2024Q4: 427,541 shares; 2025Q1: 411,649 shares; 2025Q2: 428,601 shares; 2025Q3: 417,227 shares; 2025Q4: 408,391 shares; 2026Q1: 404,680 shares; 2026Q2: 414,502 shares 414,502 $12M 2.34% +9,822 Timeline SCHA 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: 202,881 shares; 2024Q4: 394,651 shares; 2025Q1: 381,997 shares; 2025Q2: 423,636 shares; 2025Q3: 374,311 shares; 2025Q4: 315,966 shares; 2026Q1: 310,751 shares; 2026Q2: 294,689 shares 294,689 $10.6M 2.07% -16,062 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: 56,455 shares; 2024Q4: 72,790 shares; 2025Q1: 72,983 shares; 2025Q2: 71,982 shares; 2025Q3: 78,040 shares; 2025Q4: 84,566 shares; 2026Q1: 87,894 shares; 2026Q2: 91,254 shares 91,254 $9.82M 1.91% +3,360 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: 72,160 shares; 2024Q4: 73,986 shares; 2025Q1: 77,177 shares; 2025Q2: 81,360 shares; 2025Q3: 104,196 shares; 2025Q4: 107,367 shares; 2026Q1: 113,099 shares; 2026Q2: 122,347 shares 122,347 $9.43M 1.84% +9,248 Timeline SPAB 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: 309,227 shares; 2024Q4: 307,787 shares; 2025Q1: 317,007 shares; 2025Q2: 306,194 shares; 2025Q3: 324,686 shares; 2025Q4: 334,591 shares; 2026Q1: 346,051 shares; 2026Q2: 338,462 shares 338,462 $8.64M 1.68% -7,589 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: 40,316 shares; 2024Q4: 40,373 shares; 2025Q1: 42,537 shares; 2025Q2: 46,078 shares; 2025Q3: 53,791 shares; 2025Q4: 48,538 shares; 2026Q1: 50,715 shares; 2026Q2: 56,092 shares 56,092 $8.32M 1.62% +5,377 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: 28,477 shares; 2024Q4: 31,808 shares; 2025Q1: 30,208 shares; 2025Q2: 30,089 shares; 2025Q3: 28,932 shares; 2025Q4: 28,230 shares; 2026Q1: 28,314 shares; 2026Q2: 27,914 shares 27,914 $8.08M 1.57% -400 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 107,754 shares; 2024Q4: 110,231 shares; 2025Q1: 110,999 shares; 2025Q2: 111,042 shares; 2025Q3: 116,219 shares; 2025Q4: 130,015 shares; 2026Q1: 142,298 shares; 2026Q2: 142,228 shares 142,228 $6.03M 1.17% -70 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,880 shares; 2024Q4: 4,981 shares; 2025Q1: 4,771 shares; 2025Q2: 4,772 shares; 2025Q3: 64,117 shares; 2025Q4: 63,888 shares; 2026Q1: 63,889 shares; 2026Q2: 63,891 shares 63,891 $5.86M 1.14% +2 Timeline SPIB 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: 104,380 shares; 2024Q4: 111,815 shares; 2025Q1: 121,726 shares; 2025Q2: 127,121 shares; 2025Q3: 134,061 shares; 2025Q4: 135,437 shares; 2026Q1: 162,546 shares; 2026Q2: 171,424 shares 171,424 $5.74M 1.12% +8,878 Timeline SCHD 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: 70,844 shares; 2024Q4: 206,821 shares; 2025Q1: 208,100 shares; 2025Q2: 198,638 shares; 2025Q3: 214,820 shares; 2025Q4: 214,553 shares; 2026Q1: 210,438 shares; 2026Q2: 179,585 shares 179,585 $5.69M 1.11% -30,853 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,505 shares; 2024Q4: 19,864 shares; 2025Q1: 20,851 shares; 2025Q2: 22,148 shares; 2025Q3: 28,360 shares; 2025Q4: 28,805 shares; 2026Q1: 29,620 shares; 2026Q2: 34,409 shares 34,409 $5.65M 1.1% +4,789 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: 97,042 shares; 2024Q4: 99,234 shares; 2025Q1: 104,878 shares; 2025Q2: 100,564 shares; 2025Q3: 95,457 shares; 2025Q4: 89,551 shares; 2026Q1: 91,269 shares; 2026Q2: 90,365 shares 90,365 $4.68M 0.91% -904 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; 2024Q3: 101,849 shares; 2024Q4: 98,481 shares; 2025Q1: 100,760 shares; 2025Q2: 98,032 shares; 2025Q3: 90,636 shares; 2025Q4: 87,291 shares; 2026Q1: 85,744 shares; 2026Q2: 87,787 shares 87,787 $4.42M 0.86% +2,043 Timeline PCY 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: 234,251 shares; 2024Q4: 242,947 shares; 2025Q1: 256,729 shares; 2025Q2: 250,641 shares; 2025Q3: 256,954 shares; 2025Q4: 230,465 shares; 2026Q1: 221,723 shares; 2026Q2: 198,661 shares 198,661 $4.3M 0.84% -23,062 Timeline SCHG 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: 25,558 shares; 2024Q4: 102,232 shares; 2025Q1: 102,232 shares; 2025Q2: 102,232 shares; 2025Q3: 102,194 shares; 2025Q4: 102,171 shares; 2026Q1: 102,118 shares; 2026Q2: 102,084 shares 102,084 $3.45M 0.67% -34 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,762 shares; 2024Q4: 6,762 shares; 2025Q1: 6,762 shares; 2025Q2: 6,638 shares; 2025Q3: 6,638 shares; 2025Q4: 6,638 shares; 2026Q1: 6,638 shares; 2026Q2: 26,552 shares 26,552 $3.3M 0.64% +19,914 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,659 shares; 2024Q4: 19,076 shares; 2025Q1: 20,525 shares; 2025Q2: 19,868 shares; 2025Q3: 26,623 shares; 2025Q4: 28,326 shares; 2026Q1: 30,257 shares; 2026Q2: 39,174 shares 39,174 $2.97M 0.58% +8,917 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: 5,592 shares; 2024Q4: 5,617 shares; 2025Q1: 5,617 shares; 2025Q2: 5,754 shares; 2025Q3: 6,571 shares; 2025Q4: 6,512 shares; 2026Q1: 6,300 shares; 2026Q2: 6,292 shares 6,292 $2.35M 0.46% -8 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: 37,010 shares; 2024Q4: 35,614 shares; 2025Q1: 34,956 shares; 2025Q2: 36,571 shares; 2025Q3: 35,327 shares; 2025Q4: 34,543 shares; 2026Q1: 34,814 shares; 2026Q2: 33,759 shares 33,759 $2.28M 0.44% -1,055 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: 4,060 shares; 2024Q4: 4,044 shares; 2025Q1: 3,834 shares; 2025Q2: 3,834 shares; 2025Q3: 6,019 shares; 2025Q4: 5,948 shares; 2026Q1: 5,779 shares; 2026Q2: 5,779 shares 5,779 $2.04M 0.4% 0 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; 2024Q3: 2,562 shares; 2024Q4: 2,072 shares; 2025Q1: 1,761 shares; 2025Q2: 1,771 shares; 2025Q3: 2,326 shares; 2025Q4: 3,193 shares; 2026Q1: 3,349 shares; 2026Q2: 2,588 shares 2,588 $1.91M 0.37% -761 Timeline TFI 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: 113,694 shares; 2024Q4: 72,682 shares; 2025Q1: 70,378 shares; 2025Q2: 71,045 shares; 2025Q3: 73,814 shares; 2025Q4: 56,675 shares; 2026Q1: 54,281 shares; 2026Q2: 41,200 shares 41,200 $1.89M 0.37% -13,081 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: 46,019 shares; 2024Q4: 43,085 shares; 2025Q1: 42,850 shares; 2025Q2: 46,234 shares; 2025Q3: 40,495 shares; 2025Q4: 33,740 shares; 2026Q1: 33,849 shares; 2026Q2: 32,540 shares 32,540 $1.88M 0.37% -1,309 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,319 shares; 2024Q4: 6,304 shares; 2025Q1: 6,313 shares; 2025Q2: 6,330 shares; 2025Q3: 7,203 shares; 2025Q4: 7,180 shares; 2026Q1: 7,206 shares; 2026Q2: 7,207 shares 7,207 $1.83M 0.36% +1 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: 7,790 shares; 2024Q4: 8,112 shares; 2025Q1: 7,038 shares; 2025Q2: 6,888 shares; 2025Q3: 8,279 shares; 2025Q4: 8,233 shares; 2026Q1: 8,313 shares; 2026Q2: 8,326 shares 8,326 $1.67M 0.32% +13 Timeline CORP PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 102,065 shares; 2024Q4: 98,868 shares; 2025Q1: 108,035 shares; 2025Q2: 110,127 shares; 2025Q3: 113,646 shares; 2025Q4: 22,932 shares; 2026Q1: 22,351 shares; 2026Q2: 16,707 shares 16,707 $1.62M 0.32% -5,644 Timeline SPTM 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: 22,611 shares; 2024Q4: 18,912 shares; 2025Q1: 18,174 shares; 2025Q2: 18,702 shares; 2025Q3: 17,444 shares; 2025Q4: 16,551 shares; 2026Q1: 16,490 shares; 2026Q2: 17,052 shares 17,052 $1.55M 0.3% +562 Timeline SPYD 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: 31,540 shares; 2024Q4: 29,312 shares; 2025Q1: 30,288 shares; 2025Q2: 29,685 shares; 2025Q3: 32,797 shares; 2025Q4: 32,670 shares; 2026Q1: 34,056 shares; 2026Q2: 32,198 shares 32,198 $1.54M 0.3% -1,858 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: 1,780 shares; 2024Q4: 1,780 shares; 2025Q1: 1,780 shares; 2025Q2: 1,780 shares; 2025Q3: 4,170 shares; 2025Q4: 4,170 shares; 2026Q1: 4,170 shares; 2026Q2: 4,190 shares 4,190 $1.5M 0.29% +20 Timeline RSP 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: 7,049 shares; 2024Q4: 7,049 shares; 2025Q1: 6,989 shares; 2025Q2: 6,989 shares; 2025Q3: 6,989 shares; 2025Q4: 6,989 shares; 2026Q1: 6,989 shares; 2026Q2: 6,989 shares 6,989 $1.49M 0.29% 0 Timeline SCHO 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: 22,167 shares; 2024Q4: 46,127 shares; 2025Q1: 45,847 shares; 2025Q2: 45,734 shares; 2025Q3: 48,480 shares; 2025Q4: 50,051 shares; 2026Q1: 50,368 shares; 2026Q2: 50,588 shares 50,588 $1.22M 0.24% +220 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; 2024Q3: 9,161 shares; 2024Q4: 9,125 shares; 2025Q1: 9,125 shares; 2025Q2: 9,125 shares; 2025Q3: 9,201 shares; 2025Q4: 9,246 shares; 2026Q1: 9,225 shares; 2026Q2: 9,225 shares 9,225 $1.19M 0.23% 0 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,146 shares; 2024Q4: 5,106 shares; 2025Q1: 4,748 shares; 2025Q2: 4,346 shares; 2025Q3: 4,238 shares; 2025Q4: 4,173 shares; 2026Q1: 4,173 shares; 2026Q2: 3,557 shares 3,557 $1.16M 0.23% -616 Timeline VOO 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: 742 shares; 2024Q4: 747 shares; 2025Q1: 750 shares; 2025Q2: 750 shares; 2025Q3: 1,552 shares; 2025Q4: 1,485 shares; 2026Q1: 1,645 shares; 2026Q2: 1,676 shares 1,676 $1.15M 0.22% +31 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: 4,086 shares; 2024Q4: 4,379 shares; 2025Q1: 4,170 shares; 2025Q2: 4,470 shares; 2025Q3: 5,030 shares; 2025Q4: 4,997 shares; 2026Q1: 4,725 shares; 2026Q2: 4,725 shares 4,725 $1.13M 0.22% 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: 1,356 shares; 2024Q4: 1,353 shares; 2025Q1: 1,278 shares; 2025Q2: 1,278 shares; 2025Q3: 1,926 shares; 2025Q4: 1,915 shares; 2026Q1: 1,955 shares; 2026Q2: 1,945 shares 1,945 $1.1M 0.21% -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; 2024Q3: 6,157 shares; 2024Q4: 6,157 shares; 2025Q1: 6,157 shares; 2025Q2: 6,157 shares; 2025Q3: 9,191 shares; 2025Q4: 9,791 shares; 2026Q1: 9,791 shares; 2026Q2: 9,191 shares 9,191 $1.08M 0.21% -600 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 842 shares; 2024Q4: 872 shares; 2025Q1: 872 shares; 2025Q2: 872 shares; 2025Q3: 1,026 shares; 2025Q4: 1,026 shares; 2026Q1: 1,026 shares; 2026Q2: 1,336 shares 1,336 $998K 0.19% +310 Timeline SCHV 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: 8,079 shares; 2024Q4: 24,237 shares; 2025Q1: 24,237 shares; 2025Q2: 24,237 shares; 2025Q3: 24,237 shares; 2025Q4: 24,237 shares; 2026Q1: 24,210 shares; 2026Q2: 24,210 shares 24,210 $843K 0.16% 0 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,026 shares; 2024Q4: 5,367 shares; 2025Q1: 5,530 shares; 2025Q2: 5,575 shares; 2025Q3: 7,815 shares; 2025Q4: 8,457 shares; 2026Q1: 9,135 shares; 2026Q2: 10,253 shares 10,253 $842K 0.16% +1,118 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; 2024Q3: 717 shares; 2024Q4: 1,614 shares; 2025Q1: 1,614 shares; 2025Q2: 1,614 shares; 2025Q3: 1,664 shares; 2025Q4: 1,664 shares; 2026Q1: 2,224 shares; 2026Q2: 2,224 shares 2,224 $784K 0.15% 0 Timeline COKE COCA COLA CONS INC More: the full row for COCA COLA CONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,883 shares; 2024Q4: 7,883 shares; 2025Q1: 7,883 shares; 2025Q2: 7,883 shares; 2025Q3: 8,489 shares; 2025Q4: 8,589 shares; 2026Q1: 8,589 shares; 2026Q2: 8,489 shares 8,489 $690K 0.13% -100 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; 2024Q3: 2,791 shares; 2024Q4: 2,791 shares; 2025Q1: 2,676 shares; 2025Q2: 3,001 shares; 2025Q3: 3,001 shares; 2025Q4: 3,001 shares; 2026Q1: 2,741 shares; 2026Q2: 2,741 shares 2,741 $649K 0.13% 0 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: 2,775 shares; 2024Q4: 2,721 shares; 2025Q1: 2,695 shares; 2025Q2: 2,666 shares; 2025Q3: 2,630 shares; 2025Q4: 1,738 shares; 2026Q1: 1,673 shares; 2026Q2: 1,691 shares 1,691 $626K 0.12% +18 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,078 shares; 2024Q4: 2,078 shares; 2025Q1: 2,078 shares; 2025Q2: 2,078 shares; 2025Q3: 2,128 shares; 2025Q4: 2,128 shares; 2026Q1: 2,178 shares; 2026Q2: 2,179 shares 2,179 $613K 0.12% +1 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; 2024Q3: 9,929 shares; 2024Q4: 9,929 shares; 2025Q1: 9,829 shares; 2025Q2: 9,829 shares; 2025Q3: 10,683 shares; 2025Q4: 10,683 shares; 2026Q1: 10,683 shares; 2026Q2: 10,683 shares 10,683 $609K 0.12% 0 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,076 shares; 2024Q4: 27,572 shares; 2025Q1: 27,618 shares; 2025Q2: 27,658 shares; 2025Q3: 29,186 shares; 2025Q4: 29,384 shares; 2026Q1: 28,876 shares; 2026Q2: 28,921 shares 28,921 $599K 0.12% +45 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,250 shares; 2025Q4: 1,250 shares; 2026Q1: 1,300 shares; 2026Q2: 1,292 shares 1,292 $488K 0.1% -8 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,721 shares; 2024Q4: 5,721 shares; 2025Q1: 5,721 shares; 2025Q2: 5,721 shares; 2025Q3: 5,721 shares; 2025Q4: 5,721 shares; 2026Q1: 5,721 shares; 2026Q2: 5,721 shares 5,721 $469K 0.09% 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; 2024Q3: not reported; 2024Q4: 665 shares; 2025Q1: 665 shares; 2025Q2: 665 shares; 2025Q3: 1,366 shares; 2025Q4: 1,366 shares; 2026Q1: 1,366 shares; 2026Q2: 1,366 shares 1,366 $469K 0.09% 0 Timeline LIN LINDE PLC More: the full row for LINDE PLC 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: 893 shares; 2025Q4: 893 shares; 2026Q1: 893 shares; 2026Q2: 893 shares 893 $463K 0.09% 0 Timeline SNDK SANDISK CORP More: the full row for SANDISK 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: 195 shares 195 $443K 0.09% new Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC 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: 869 shares; 2026Q1: 869 shares; 2026Q2: 869 shares 869 $427K 0.08% 0 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,430 shares; 2024Q4: 2,400 shares; 2025Q1: 2,400 shares; 2025Q2: 2,400 shares; 2025Q3: 2,498 shares; 2025Q4: 2,498 shares; 2026Q1: 2,574 shares; 2026Q2: 2,499 shares 2,499 $414K 0.08% -75 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,353 shares; 2024Q4: 2,013 shares; 2025Q1: 1,838 shares; 2025Q2: 1,725 shares; 2025Q3: 1,725 shares; 2025Q4: 1,725 shares; 2026Q1: 1,725 shares; 2026Q2: 1,675 shares 1,675 $406K 0.08% -50 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL 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: 586 shares 586 $374K 0.07% new Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,074 shares; 2024Q4: 4,096 shares; 2025Q1: 4,122 shares; 2025Q2: 4,148 shares; 2025Q3: 4,962 shares; 2025Q4: 4,986 shares; 2026Q1: 5,008 shares; 2026Q2: 4,245 shares 4,245 $373K 0.07% -763 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,545 shares; 2024Q4: 2,545 shares; 2025Q1: 2,547 shares; 2025Q2: 2,547 shares; 2025Q3: 2,358 shares; 2025Q4: 2,365 shares; 2026Q1: 2,365 shares; 2026Q2: 2,365 shares 2,365 $371K 0.07% 0 Timeline GE AEROSPACE GE AEROSPACE More: the full row for GE AEROSPACE 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: 850 shares; 2025Q4: 850 shares; 2026Q1: 1,000 shares; 2026Q2: 985 shares 985 $368K 0.07% -15 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,608 shares 2,608 $357K 0.07% new Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 347 shares; 2024Q4: 344 shares; 2025Q1: 344 shares; 2025Q2: 344 shares; 2025Q3: 361 shares; 2025Q4: 361 shares; 2026Q1: 381 shares; 2026Q2: 381 shares 381 $356K 0.07% 0 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 720 shares; 2025Q4: 699 shares; 2026Q1: 709 shares; 2026Q2: 709 shares 709 $355K 0.07% 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 275 shares; 2026Q2: 275 shares 275 $323K 0.06% 0 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,156 shares; 2024Q4: 2,156 shares; 2025Q1: 2,156 shares; 2025Q2: 2,156 shares; 2025Q3: 2,156 shares; 2025Q4: 2,156 shares; 2026Q1: 2,156 shares; 2026Q2: 2,156 shares 2,156 $316K 0.06% 0 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 741 shares; 2025Q3: 755 shares; 2025Q4: 730 shares; 2026Q1: 755 shares; 2026Q2: 755 shares 755 $314K 0.06% 0 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 650 shares; 2026Q2: 650 shares 650 $310K 0.06% 0 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES 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: 670 shares 670 $289K 0.06% 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,486 shares; 2025Q4: 1,986 shares; 2026Q1: 1,986 shares; 2026Q2: 1,986 shares 1,986 $278K 0.05% 0 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 203 shares; 2026Q1: 228 shares; 2026Q2: 223 shares 223 $267K 0.05% -5 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,252 shares; 2024Q4: 3,252 shares; 2025Q1: 3,252 shares; 2025Q2: 3,252 shares; 2025Q3: 3,252 shares; 2025Q4: 3,252 shares; 2026Q1: 3,252 shares; 2026Q2: 3,252 shares 3,252 $264K 0.05% 0 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; 2024Q3: 3,576 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,351 shares; 2025Q3: 2,925 shares; 2025Q4: not reported; 2026Q1: 2,861 shares; 2026Q2: 3,082 shares 3,082 $258K 0.05% +221 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,696 shares; 2025Q1: 5,710 shares; 2025Q2: 5,723 shares; 2025Q3: 5,736 shares; 2025Q4: 5,763 shares; 2026Q1: 5,965 shares; 2026Q2: 5,978 shares 5,978 $253K 0.05% +13 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,546 shares; 2024Q4: 1,546 shares; 2025Q1: 1,546 shares; 2025Q2: 1,546 shares; 2025Q3: 1,559 shares; 2025Q4: 1,546 shares; 2026Q1: 1,696 shares; 2026Q2: 1,696 shares 1,696 $249K 0.05% 0 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,424 shares; 2025Q2: 3,424 shares; 2025Q3: 3,424 shares; 2025Q4: not reported; 2026Q1: 3,424 shares; 2026Q2: 3,424 shares 3,424 $246K 0.05% 0 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 230 shares; 2025Q1: 230 shares; 2025Q2: 230 shares; 2025Q3: 256 shares; 2025Q4: 3,340 shares; 2026Q1: 3,410 shares; 2026Q2: 3,410 shares 3,410 $243K 0.05% 0 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP 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: 978 shares; 2026Q1: 978 shares; 2026Q2: 978 shares 978 $241K 0.05% 0 Timeline MMM 3M CO More: the full row for 3M CO 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: 1,439 shares; 2026Q2: 1,439 shares 1,439 $233K 0.05% 0 Timeline TSLA TESLA INC More: the full row for TESLA 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: 870 shares; 2025Q4: 768 shares; 2026Q1: 728 shares; 2026Q2: 541 shares 541 $228K 0.04% -187 Timeline PFE PFIZER INC More: the full row for PFIZER 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: 9,449 shares 9,449 $228K 0.04% new Timeline SPSB 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: 7,343 shares; 2024Q4: 7,394 shares; 2025Q1: 7,361 shares; 2025Q2: 7,110 shares; 2025Q3: 7,280 shares; 2025Q4: 7,521 shares; 2026Q1: 7,688 shares; 2026Q2: 7,641 shares 7,641 $222K 0.04% -47 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: 1,891 shares; 2024Q4: 1,891 shares; 2025Q1: 1,891 shares; 2025Q2: 1,891 shares; 2025Q3: 1,891 shares; 2025Q4: 2,056 shares; 2026Q1: 2,002 shares; 2026Q2: 2,547 shares 2,547 $219K 0.04% +545 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 373 shares 373 $217K 0.04% new Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,327 shares; 2024Q4: 2,330 shares; 2025Q1: 2,287 shares; 2025Q2: 2,287 shares; 2025Q3: 2,272 shares; 2025Q4: 2,272 shares; 2026Q1: 2,272 shares; 2026Q2: 2,236 shares 2,236 $215K 0.04% -36 Timeline FLEX FLEX LTD More: the full row for FLEX LTD 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: 1,310 shares 1,310 $212K 0.04% new 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 480 shares 480 $208K 0.04% new Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION 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: 413 shares 413 $204K 0.04% 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 282 shares 282 $204K 0.04% new Timeline