IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 39,736 shares; 2025Q4: 38,758 shares; 2026Q1: 37,613 shares; 2026Q2: 37,435 shares 37,435 $28M 26.31% -178 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 128,221 shares; 2025Q4: 126,973 shares; 2026Q1: 123,717 shares; 2026Q2: 123,649 shares 123,649 $17M 15.96% -68 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 56,018 shares; 2025Q4: 56,121 shares; 2026Q1: 56,953 shares; 2026Q2: 56,865 shares 56,865 $12.9M 12.12% -88 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 loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 77,905 shares; 2025Q4: 75,218 shares; 2026Q1: 74,182 shares; 2026Q2: 73,107 shares 73,107 $6M 5.63% -1,075 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 10,955 shares; 2025Q4: 11,139 shares; 2026Q1: 11,640 shares; 2026Q2: 11,708 shares 11,708 $4.33M 4.07% +68 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 37,858 shares; 2025Q4: 37,955 shares; 2026Q1: 36,382 shares; 2026Q2: 36,327 shares 36,327 $3.71M 3.48% -55 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 79,574 shares; 2025Q4: 82,283 shares; 2026Q1: 84,194 shares; 2026Q2: 85,462 shares 85,462 $3.62M 3.4% +1,268 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 13,256 shares; 2025Q4: 13,454 shares; 2026Q1: 18,056 shares; 2026Q2: 18,905 shares 18,905 $2.95M 2.77% +849 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 9,517 shares; 2025Q4: 9,420 shares; 2026Q1: 9,437 shares; 2026Q2: 9,369 shares 9,369 $2.81M 2.64% -68 Timeline SLQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 40,922 shares; 2025Q4: 42,283 shares; 2026Q1: 42,212 shares; 2026Q2: 42,468 shares 42,468 $2.14M 2.01% +256 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 4,163 shares; 2025Q4: 4,065 shares; 2026Q1: 4,054 shares; 2026Q2: 4,065 shares 4,065 $2.12M 1.99% +11 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 13,718 shares; 2025Q4: 13,462 shares; 2026Q1: 12,983 shares; 2026Q2: 12,977 shares 12,977 $1.9M 1.78% -6 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 24,816 shares; 2025Q4: 24,355 shares; 2026Q1: 23,866 shares; 2026Q2: 23,781 shares 23,781 $1.83M 1.72% -85 Timeline IGE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 32,205 shares; 2025Q4: 32,361 shares; 2026Q1: 31,990 shares; 2026Q2: 31,803 shares 31,803 $1.79M 1.68% -187 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 9,723 shares; 2025Q4: 9,614 shares; 2026Q1: 9,800 shares; 2026Q2: 9,931 shares 9,931 $1.1M 1.03% +131 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 9,963 shares; 2025Q4: 9,965 shares; 2026Q1: 9,949 shares; 2026Q2: 9,952 shares 9,952 $1.06M 0.99% +3 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 6,101 shares; 2025Q4: 6,157 shares; 2026Q1: 6,170 shares; 2026Q2: 31,044 shares 31,044 $851K 0.8% +24,874 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 2,179 shares; 2025Q4: 2,147 shares; 2026Q1: 2,147 shares; 2026Q2: 2,147 shares 2,147 $846K 0.79% 0 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 3,381 shares; 2025Q4: 3,401 shares; 2026Q1: 3,410 shares; 2026Q2: 3,403 shares 3,403 $753K 0.71% -7 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 6,320 shares; 2025Q4: 6,322 shares; 2026Q1: 6,325 shares; 2026Q2: 6,173 shares 6,173 $725K 0.68% -152 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 6,852 shares; 2025Q4: 6,905 shares; 2026Q1: 6,906 shares; 2026Q2: 6,555 shares 6,555 $670K 0.63% -351 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 4,601 shares; 2025Q4: 4,559 shares; 2026Q1: 4,574 shares; 2026Q2: 4,428 shares 4,428 $654K 0.61% -146 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 4,424 shares; 2025Q4: 4,427 shares; 2026Q1: 4,428 shares; 2026Q2: 4,430 shares 4,430 $606K 0.57% +2 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 4,964 shares; 2025Q4: 5,053 shares; 2026Q1: 5,473 shares; 2026Q2: 5,499 shares 5,499 $571K 0.54% +26 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 760 shares; 2025Q4: 762 shares; 2026Q1: 763 shares; 2026Q2: 763 shares 763 $562K 0.53% 0 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 11,432 shares; 2025Q4: 11,564 shares; 2026Q1: 10,604 shares; 2026Q2: 10,716 shares 10,716 $547K 0.51% +112 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 3,600 shares; 2025Q4: 3,600 shares; 2026Q1: 3,600 shares; 2026Q2: 3,600 shares 3,600 $545K 0.51% 0 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 1,837 shares; 2025Q4: 1,839 shares; 2026Q1: 1,841 shares; 2026Q2: 1,843 shares 1,843 $533K 0.5% +2 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 3,061 shares; 2025Q4: 3,075 shares; 2026Q1: 2,976 shares; 2026Q2: 2,960 shares 2,960 $487K 0.46% -16 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 7,033 shares; 2025Q4: 7,079 shares; 2026Q1: 6,235 shares; 2026Q2: 6,263 shares 6,263 $475K 0.45% +28 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 5,848 shares; 2025Q4: 5,956 shares; 2026Q1: 5,794 shares; 2026Q2: 5,882 shares 5,882 $470K 0.44% +88 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 3,926 shares; 2025Q4: 3,934 shares; 2026Q1: 3,938 shares; 2026Q2: 3,902 shares 3,902 $458K 0.43% -36 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 3,219 shares; 2025Q4: 3,219 shares; 2026Q1: not reported; 2026Q2: 3,219 shares 3,219 $449K 0.42% new Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 6,929 shares; 2025Q4: 7,009 shares; 2026Q1: 6,527 shares; 2026Q2: 6,399 shares 6,399 $433K 0.41% -128 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 loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 840 shares; 2025Q4: 840 shares; 2026Q1: 840 shares; 2026Q2: 840 shares 840 $420K 0.39% 0 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 1,520 shares; 2025Q4: 1,520 shares; 2026Q1: 1,520 shares; 2026Q2: 1,520 shares 1,520 $362K 0.34% 0 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 1,649 shares; 2025Q4: 1,629 shares; 2026Q1: 1,632 shares; 2026Q2: 1,635 shares 1,635 $359K 0.34% +3 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 3,670 shares; 2025Q4: 3,707 shares; 2026Q1: 3,957 shares; 2026Q2: 3,818 shares 3,818 $335K 0.31% -139 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 2,318 shares; 2025Q4: 2,317 shares; 2026Q1: 2,281 shares; 2026Q2: 2,244 shares 2,244 $333K 0.31% -37 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 1,083 shares; 2025Q4: 1,084 shares; 2026Q1: 1,085 shares; 2026Q2: 1,086 shares 1,086 $276K 0.26% +1 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 loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 2,358 shares; 2025Q4: 2,378 shares; 2026Q1: 2,378 shares; 2026Q2: 2,418 shares 2,418 $265K 0.25% +40 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 318 shares; 2025Q4: 319 shares; 2026Q1: 443 shares; 2026Q2: 443 shares 443 $250K 0.23% 0 Timeline