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: 76,778 shares; 2024Q4: 83,320 shares; 2025Q1: 86,432 shares; 2025Q2: 88,540 shares; 2025Q3: 61,445 shares; 2025Q4: 56,971 shares; 2026Q1: 60,245 shares; 2026Q2: 57,925 shares 57,925 $39.8M 18.02% -2,320 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: 201,917 shares; 2024Q4: 221,568 shares; 2025Q1: 220,652 shares; 2025Q2: 231,023 shares; 2025Q3: 242,628 shares; 2025Q4: 334,158 shares; 2026Q1: 375,658 shares; 2026Q2: 403,748 shares 403,748 $29.6M 13.43% +28,090 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,607 shares; 2024Q4: 30,891 shares; 2025Q1: 32,167 shares; 2025Q2: 10,546 shares; 2025Q3: 10,497 shares; 2025Q4: 63,080 shares; 2026Q1: 17,190 shares; 2026Q2: 86,570 shares 86,570 $16.5M 7.47% +69,380 Timeline VPL 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: 236,015 shares; 2024Q4: 166,095 shares; 2025Q1: 139,980 shares; 2025Q2: 137,150 shares; 2025Q3: 102,025 shares; 2025Q4: 96,610 shares; 2026Q1: 85,025 shares; 2026Q2: 103,661 shares 103,661 $12M 5.43% +18,636 Timeline VGK 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: 144,154 shares; 2024Q4: 129,913 shares; 2025Q1: 98,339 shares; 2025Q2: 86,581 shares; 2025Q3: 72,728 shares; 2025Q4: 76,831 shares; 2026Q1: 84,353 shares; 2026Q2: 120,312 shares 120,312 $10.7M 4.83% +35,959 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61,712 shares; 2024Q4: 2,565 shares; 2025Q1: 2,516 shares; 2025Q2: 2,516 shares; 2025Q3: 2,516 shares; 2025Q4: 2,505 shares; 2026Q1: 43,280 shares; 2026Q2: 64,612 shares 64,612 $10.3M 4.64% +21,332 Timeline MBB 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: not reported; 2026Q1: not reported; 2026Q2: 94,349 shares 94,349 $8.92M 4.04% new 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; 2024Q3: 317,284 shares; 2024Q4: 202,354 shares; 2025Q1: 154,799 shares; 2025Q2: 146,879 shares; 2025Q3: 135,692 shares; 2025Q4: 141,743 shares; 2026Q1: 128,451 shares; 2026Q2: 130,723 shares 130,723 $7.8M 3.53% +2,272 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: not reported; 2024Q4: 8,007 shares; 2025Q1: 15,871 shares; 2025Q2: 10,131 shares; 2025Q3: 10,218 shares; 2025Q4: 14,332 shares; 2026Q1: 17,332 shares; 2026Q2: 34,718 shares 34,718 $7.39M 3.35% +17,386 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,337 shares; 2024Q4: 33,249 shares; 2025Q1: 33,728 shares; 2025Q2: 35,049 shares; 2025Q3: 30,874 shares; 2025Q4: 70,486 shares; 2026Q1: 17,860 shares; 2026Q2: 62,446 shares 62,446 $7.32M 3.32% +44,586 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,187 shares; 2024Q4: 4,731 shares; 2025Q1: 77,781 shares; 2025Q2: 81,709 shares; 2025Q3: 89,532 shares; 2025Q4: 105,393 shares; 2026Q1: 114,677 shares; 2026Q2: 72,337 shares 72,337 $6.84M 3.1% -42,340 Timeline TIP 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: 25,371 shares; 2025Q2: 26,748 shares; 2025Q3: 25,308 shares; 2025Q4: 77,874 shares; 2026Q1: 86,778 shares; 2026Q2: 59,379 shares 59,379 $6.5M 2.94% -27,399 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 70,750 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 111,454 shares 111,454 $5.67M 2.57% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 67,235 shares 67,235 $5.52M 2.5% new 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: 1,747 shares; 2024Q4: 4,084 shares; 2025Q1: 4,229 shares; 2025Q2: 4,341 shares; 2025Q3: 3,769 shares; 2025Q4: 2,441 shares; 2026Q1: 2,429 shares; 2026Q2: 14,883 shares 14,883 $5.48M 2.48% +12,454 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 49,634 shares 49,634 $5.41M 2.45% new Timeline EWC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100,775 shares; 2024Q4: 71,412 shares; 2025Q1: 58,427 shares; 2025Q2: 56,837 shares; 2025Q3: 42,213 shares; 2025Q4: 39,632 shares; 2026Q1: 37,278 shares; 2026Q2: 62,314 shares 62,314 $3.59M 1.63% +25,036 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: 65,712 shares; 2024Q4: 65,712 shares; 2025Q1: 70,077 shares; 2025Q2: 70,077 shares; 2025Q3: 70,077 shares; 2025Q4: 70,077 shares; 2026Q1: 70,077 shares; 2026Q2: 69,577 shares 69,577 $3.34M 1.51% -500 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 34,520 shares 34,520 $3.22M 1.46% new Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,421 shares; 2024Q4: 35,881 shares; 2025Q1: 31,877 shares; 2025Q2: 31,991 shares; 2025Q3: 27,188 shares; 2025Q4: 58,420 shares; 2026Q1: 61,546 shares; 2026Q2: 54,834 shares 54,834 $2.91M 1.32% -6,712 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR 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: 43,255 shares; 2025Q4: 52,270 shares; 2026Q1: 57,246 shares; 2026Q2: 25,397 shares 25,397 $2.72M 1.23% -31,849 Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59,726 shares; 2024Q4: 68,464 shares; 2025Q1: 72,155 shares; 2025Q2: 76,990 shares; 2025Q3: 84,302 shares; 2025Q4: 93,901 shares; 2026Q1: 96,521 shares; 2026Q2: 39,302 shares 39,302 $2.64M 1.2% -57,219 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 245,135 shares; 2024Q4: 156,573 shares; 2025Q1: 154,014 shares; 2025Q2: 163,036 shares; 2025Q3: 144,025 shares; 2025Q4: 160,531 shares; 2026Q1: 35,666 shares; 2026Q2: 39,935 shares 39,935 $2.14M 0.97% +4,269 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 66,440 shares; 2024Q4: 66,440 shares; 2025Q1: 66,440 shares; 2025Q2: 66,060 shares; 2025Q3: 28,850 shares; 2025Q4: 26,178 shares; 2026Q1: 26,178 shares; 2026Q2: 25,143 shares 25,143 $1.89M 0.86% -1,035 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,541 shares; 2026Q1: 22,326 shares; 2026Q2: 12,506 shares 12,506 $1.21M 0.55% -9,820 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: 67,862 shares; 2024Q4: 67,862 shares; 2025Q1: 67,862 shares; 2025Q2: 67,212 shares; 2025Q3: 26,434 shares; 2025Q4: 14,592 shares; 2026Q1: 14,592 shares; 2026Q2: 13,506 shares 13,506 $1.12M 0.51% -1,086 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: 8,888 shares; 2024Q4: 8,888 shares; 2025Q1: 8,888 shares; 2025Q2: 10,755 shares; 2025Q3: 10,755 shares; 2025Q4: 10,755 shares; 2026Q1: 10,755 shares; 2026Q2: 10,755 shares 10,755 $1.11M 0.5% 0 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: 7,602 shares; 2024Q4: 5,670 shares; 2025Q1: 5,213 shares; 2025Q2: 4,833 shares; 2025Q3: 4,688 shares; 2025Q4: 4,688 shares; 2026Q1: 4,692 shares; 2026Q2: 1,401 shares 1,401 $1.05M 0.47% -3,291 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: 13,309 shares; 2024Q4: 13,309 shares; 2025Q1: 13,309 shares; 2025Q2: 19,302 shares; 2025Q3: 19,302 shares; 2025Q4: 19,302 shares; 2026Q1: 19,302 shares; 2026Q2: 15,284 shares 15,284 $836K 0.38% -4,018 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: 8,980 shares; 2024Q4: 8,980 shares; 2025Q1: 8,980 shares; 2025Q2: 8,980 shares; 2025Q3: 3,980 shares; 2025Q4: 4,197 shares; 2026Q1: 3,980 shares; 2026Q2: 3,980 shares 3,980 $796K 0.36% 0 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,793 shares; 2024Q4: 5,793 shares; 2025Q1: 5,793 shares; 2025Q2: 5,793 shares; 2025Q3: 5,793 shares; 2025Q4: 5,793 shares; 2026Q1: 5,793 shares; 2026Q2: 5,793 shares 5,793 $766K 0.35% 0 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: 10,053 shares; 2024Q4: 10,053 shares; 2025Q1: 15,893 shares; 2025Q2: 15,893 shares; 2025Q3: 15,893 shares; 2025Q4: 15,893 shares; 2026Q1: 15,893 shares; 2026Q2: 15,893 shares 15,893 $753K 0.34% 0 Timeline IXC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,014 shares; 2024Q4: 15,695 shares; 2025Q1: 14,958 shares; 2025Q2: 12,995 shares; 2025Q3: 12,995 shares; 2025Q4: 12,995 shares; 2026Q1: 12,995 shares; 2026Q2: 12,190 shares 12,190 $599K 0.27% -805 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: 2,040 shares; 2024Q4: 2,040 shares; 2025Q1: 2,040 shares; 2025Q2: 2,040 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,507 shares 1,507 $532K 0.24% new 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: 5,520 shares; 2024Q4: 5,520 shares; 2025Q1: 5,520 shares; 2025Q2: 2,740 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,129 shares 5,129 $508K 0.23% new 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; 2024Q3: 80,151 shares; 2024Q4: 51,297 shares; 2025Q1: 42,186 shares; 2025Q2: 45,898 shares; 2025Q3: 40,004 shares; 2025Q4: 38,446 shares; 2026Q1: 34,171 shares; 2026Q2: 11,299 shares 11,299 $494K 0.22% -22,872 Timeline ITM VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,890 shares; 2024Q4: 6,890 shares; 2025Q1: 11,400 shares; 2025Q2: 11,400 shares; 2025Q3: 11,400 shares; 2025Q4: 11,400 shares; 2026Q1: 11,400 shares; 2026Q2: 10,095 shares 10,095 $474K 0.21% -1,305 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 112,916 shares; 2024Q4: 8,958 shares; 2025Q1: 92,919 shares; 2025Q2: 96,903 shares; 2025Q3: 25,557 shares; 2025Q4: 25,536 shares; 2026Q1: 97,041 shares; 2026Q2: 4,838 shares 4,838 $402K 0.18% -92,203 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: 2,618 shares; 2024Q4: 2,618 shares; 2025Q1: 2,618 shares; 2025Q2: 2,949 shares; 2025Q3: 949 shares; 2025Q4: 1,018 shares; 2026Q1: 949 shares; 2026Q2: 967 shares 967 $361K 0.16% +18 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR 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: not reported; 2026Q1: 39,558 shares; 2026Q2: 1,911 shares 1,911 $354K 0.16% -37,647 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,022 shares; 2024Q4: 6,022 shares; 2025Q1: 6,022 shares; 2025Q2: 6,022 shares; 2025Q3: 6,022 shares; 2025Q4: 6,022 shares; 2026Q1: 6,022 shares; 2026Q2: 1,793 shares 1,793 $293K 0.13% -4,229 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: 309 shares; 2024Q4: 309 shares; 2025Q1: 309 shares; 2025Q2: 309 shares; 2025Q3: 309 shares; 2025Q4: 309 shares; 2026Q1: 309 shares; 2026Q2: 309 shares 309 $289K 0.13% 0 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: 121,076 shares; 2024Q4: 15,964 shares; 2025Q1: 14,259 shares; 2025Q2: 14,224 shares; 2025Q3: 14,224 shares; 2025Q4: 14,143 shares; 2026Q1: 8,519 shares; 2026Q2: 4,278 shares 4,278 $252K 0.11% -4,241 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 158,821 shares; 2024Q4: 163,283 shares; 2025Q1: 15,267 shares; 2025Q2: 14,103 shares; 2025Q3: 9,103 shares; 2025Q4: 9,103 shares; 2026Q1: 5,403 shares; 2026Q2: 4,158 shares 4,158 $245K 0.11% -1,245 Timeline SDG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,500 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,500 shares; 2025Q4: 2,500 shares; 2026Q1: 2,500 shares; 2026Q2: 2,500 shares 2,500 $224K 0.1% 0 Timeline