VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 79,381 shares; 2025Q1: 103,031 shares; 2025Q2: 118,470 shares; 2025Q3: 121,113 shares; 2025Q4: 138,441 shares; 2026Q1: 144,864 shares; 2026Q2: 111,515 shares 111,515 $24.3M 16.66% -33,349 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: 30,114 shares; 2025Q1: 41,568 shares; 2025Q2: 45,731 shares; 2025Q3: 44,347 shares; 2025Q4: 43,392 shares; 2026Q1: 36,830 shares; 2026Q2: 25,803 shares 25,803 $19M 13.03% -11,027 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: 123,725 shares; 2025Q1: 107,680 shares; 2025Q2: 114,745 shares; 2025Q3: 114,914 shares; 2025Q4: 131,715 shares; 2026Q1: 151,215 shares; 2026Q2: 136,795 shares 136,795 $14.2M 9.74% -14,420 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 reported; 2025Q1: 65,804 shares; 2025Q2: 64,063 shares; 2025Q3: 62,786 shares; 2025Q4: 58,726 shares; 2026Q1: 47,286 shares; 2026Q2: 45,274 shares 45,274 $13.1M 8.98% -2,012 Timeline VCLT 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: not loaded; 2024Q4: 65,521 shares; 2025Q1: 63,424 shares; 2025Q2: 72,943 shares; 2025Q3: 83,537 shares; 2025Q4: 92,056 shares; 2026Q1: 98,137 shares; 2026Q2: 96,194 shares 96,194 $7.24M 4.96% -1,943 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: not loaded; 2024Q4: 18,807 shares; 2025Q1: 18,807 shares; 2025Q2: 19,157 shares; 2025Q3: 17,230 shares; 2025Q4: 16,999 shares; 2026Q1: 18,479 shares; 2026Q2: 18,218 shares 18,218 $6.44M 4.41% -261 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 16,816 shares; 2025Q1: 16,816 shares; 2025Q2: 16,794 shares; 2025Q3: 16,639 shares; 2025Q4: 16,483 shares; 2026Q1: 15,599 shares; 2026Q2: 15,684 shares 15,684 $5.13M 3.52% +85 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,764 shares; 2025Q4: 28,237 shares; 2026Q1: 44,050 shares; 2026Q2: 43,616 shares 43,616 $4.46M 3.06% -434 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: 27,563 shares; 2025Q1: 25,388 shares; 2025Q2: 22,487 shares; 2025Q3: 21,167 shares; 2025Q4: 19,277 shares; 2026Q1: 17,169 shares; 2026Q2: 17,679 shares 17,679 $4.21M 2.89% +510 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: not loaded; 2024Q4: 8,342 shares; 2025Q1: 8,335 shares; 2025Q2: 8,334 shares; 2025Q3: 8,196 shares; 2025Q4: 8,334 shares; 2026Q1: 6,213 shares; 2026Q2: 5,574 shares 5,574 $4.17M 2.86% -639 Timeline EELV 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: not loaded; 2024Q4: 153,833 shares; 2025Q1: 144,772 shares; 2025Q2: 152,271 shares; 2025Q3: 146,073 shares; 2025Q4: 116,839 shares; 2026Q1: 145,396 shares; 2026Q2: 138,871 shares 138,871 $3.86M 2.65% -6,525 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 loaded; 2024Q4: 4,714 shares; 2025Q1: 4,714 shares; 2025Q2: 4,714 shares; 2025Q3: 4,714 shares; 2025Q4: 4,714 shares; 2026Q1: 4,714 shares; 2026Q2: 4,714 shares 4,714 $3.41M 2.34% 0 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,784 shares; 2025Q1: 6,634 shares; 2025Q2: 6,345 shares; 2025Q3: 6,353 shares; 2025Q4: 5,984 shares; 2026Q1: 5,855 shares; 2026Q2: 5,885 shares 5,885 $3.31M 2.27% +30 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: 37,680 shares; 2025Q1: 36,755 shares; 2025Q2: 35,410 shares; 2025Q3: 35,578 shares; 2025Q4: 35,848 shares; 2026Q1: 35,844 shares; 2026Q2: 35,534 shares 35,534 $2.74M 1.88% -310 Timeline VYM 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: not loaded; 2024Q4: 19,436 shares; 2025Q1: 20,710 shares; 2025Q2: 18,516 shares; 2025Q3: 17,932 shares; 2025Q4: 21,357 shares; 2026Q1: 16,717 shares; 2026Q2: 16,305 shares 16,305 $2.58M 1.77% -412 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 35,473 shares; 2026Q2: 32,404 shares 32,404 $2.13M 1.46% -3,069 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: not loaded; 2024Q4: 6,460 shares; 2025Q1: 5,862 shares; 2025Q2: 5,969 shares; 2025Q3: 5,861 shares; 2025Q4: 5,869 shares; 2026Q1: 5,685 shares; 2026Q2: 5,575 shares 5,575 $2.08M 1.43% -110 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: 4,289 shares; 2025Q1: 4,193 shares; 2025Q2: 4,214 shares; 2025Q3: 3,791 shares; 2025Q4: 3,908 shares; 2026Q1: 3,488 shares; 2026Q2: 3,441 shares 3,441 $1.72M 1.18% -47 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 32,578 shares; 2025Q1: 35,533 shares; 2025Q2: 39,016 shares; 2025Q3: 37,955 shares; 2025Q4: 25,446 shares; 2026Q1: 8,838 shares; 2026Q2: 5,961 shares 5,961 $1.58M 1.08% -2,877 Timeline ARTY 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 reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,281 shares; 2026Q2: 18,695 shares 18,695 $1.42M 0.98% -2,586 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 26,479 shares; 2025Q1: 25,404 shares; 2025Q2: 23,981 shares; 2025Q3: 21,009 shares; 2025Q4: 21,368 shares; 2026Q1: 21,248 shares; 2026Q2: 19,666 shares 19,666 $1.4M 0.96% -1,582 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,149 shares; 2025Q1: 3,149 shares; 2025Q2: 3,149 shares; 2025Q3: 3,099 shares; 2025Q4: 3,149 shares; 2026Q1: 3,149 shares; 2026Q2: 3,149 shares 3,149 $1.14M 0.78% 0 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: not loaded; 2024Q4: 6,525 shares; 2025Q1: 7,495 shares; 2025Q2: 6,838 shares; 2025Q3: 6,933 shares; 2025Q4: 6,606 shares; 2026Q1: 5,955 shares; 2026Q2: 5,504 shares 5,504 $1.1M 0.75% -451 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: not loaded; 2024Q4: 2,825 shares; 2025Q1: 2,825 shares; 2025Q2: 2,825 shares; 2025Q3: 2,225 shares; 2025Q4: 2,835 shares; 2026Q1: 2,825 shares; 2026Q2: 2,825 shares 2,825 $1.01M 0.69% 0 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: not loaded; 2024Q4: 1,077 shares; 2025Q1: 1,077 shares; 2025Q2: 1,077 shares; 2025Q3: 1,047 shares; 2025Q4: 1,077 shares; 2026Q1: 1,077 shares; 2026Q2: 1,027 shares 1,027 $961K 0.66% -50 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; 2024Q3: not loaded; 2024Q4: 41,712 shares; 2025Q1: 10,795 shares; 2025Q2: 3,499 shares; 2025Q3: 3,354 shares; 2025Q4: 3,252 shares; 2026Q1: 3,182 shares; 2026Q2: 10,638 shares 10,638 $857K 0.59% +7,456 Timeline SCHQ 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: not loaded; 2024Q4: 40,056 shares; 2025Q1: 36,427 shares; 2025Q2: 38,663 shares; 2025Q3: 30,426 shares; 2025Q4: 29,955 shares; 2026Q1: 32,301 shares; 2026Q2: 27,301 shares 27,301 $855K 0.59% -5,000 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,053 shares; 2025Q1: 1,053 shares; 2025Q2: 1,053 shares; 2025Q3: 1,053 shares; 2025Q4: 1,053 shares; 2026Q1: 752 shares; 2026Q2: 752 shares 752 $801K 0.55% 0 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,891 shares 1,891 $714K 0.49% new 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: 3,623 shares; 2025Q1: 2,606 shares; 2025Q2: 2,606 shares; 2025Q3: 2,606 shares; 2025Q4: 2,606 shares; 2026Q1: 2,491 shares; 2026Q2: 2,374 shares 2,374 $713K 0.49% -117 Timeline ARKQ ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,513 shares; 2026Q2: 5,224 shares 5,224 $691K 0.47% -289 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,147 shares; 2025Q1: 2,187 shares; 2025Q2: 2,187 shares; 2025Q3: 2,187 shares; 2025Q4: 2,187 shares; 2026Q1: 2,168 shares; 2026Q2: 2,128 shares 2,128 $670K 0.46% -40 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,150 shares 8,150 $642K 0.44% new Timeline IYW 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: 3,040 shares; 2025Q1: 3,038 shares; 2025Q2: 3,031 shares; 2025Q3: 3,021 shares; 2025Q4: 3,021 shares; 2026Q1: 2,503 shares; 2026Q2: 2,461 shares 2,461 $621K 0.43% -42 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,346 shares; 2026Q2: 3,293 shares 3,293 $502K 0.34% -53 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 375 shares 375 $433K 0.3% new Timeline GLTR ABRDN PRECIOUS METALS BASKET More: the full row for ABRDN PRECIOUS METALS BASKET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,746 shares; 2026Q2: 2,369 shares 2,369 $429K 0.29% -377 Timeline REM 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 reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,403 shares; 2026Q2: 18,561 shares 18,561 $409K 0.28% -1,842 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: not loaded; 2024Q4: 1,018 shares; 2025Q1: 1,210 shares; 2025Q2: 1,242 shares; 2025Q3: 1,242 shares; 2025Q4: 1,242 shares; 2026Q1: 1,153 shares; 2026Q2: 3,252 shares 3,252 $404K 0.28% +2,099 Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,913 shares; 2026Q2: 16,758 shares 16,758 $397K 0.27% -3,155 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,825 shares; 2026Q2: 4,110 shares 4,110 $396K 0.27% -715 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: 4,960 shares; 2025Q1: 4,710 shares; 2025Q2: 4,658 shares; 2025Q3: 3,983 shares; 2025Q4: 3,983 shares; 2026Q1: 3,800 shares; 2026Q2: 3,400 shares 3,400 $375K 0.26% -400 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,786 shares; 2025Q1: 1,676 shares; 2025Q2: 1,676 shares; 2025Q3: 1,676 shares; 2025Q4: 1,676 shares; 2026Q1: 1,676 shares; 2026Q2: 1,676 shares 1,676 $370K 0.25% 0 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; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,513 shares; 2026Q2: 8,169 shares 8,169 $366K 0.25% -1,344 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 731 shares; 2025Q1: 731 shares; 2025Q2: 731 shares; 2025Q3: 731 shares; 2025Q4: 731 shares; 2026Q1: 731 shares; 2026Q2: 731 shares 731 $326K 0.22% 0 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: 2,059 shares; 2025Q1: 2,059 shares; 2025Q2: 2,059 shares; 2025Q3: 2,059 shares; 2025Q4: 2,059 shares; 2026Q1: 2,059 shares; 2026Q2: 2,059 shares 2,059 $312K 0.21% 0 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,051 shares; 2026Q2: 2,051 shares 2,051 $301K 0.21% 0 Timeline IUSG 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: 1,454 shares; 2025Q1: not reported; 2025Q2: 1,454 shares; 2025Q3: 1,454 shares; 2025Q4: 1,454 shares; 2026Q1: 1,454 shares; 2026Q2: 1,454 shares 1,454 $274K 0.19% 0 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: not loaded; 2024Q4: 775 shares; 2025Q1: 775 shares; 2025Q2: 775 shares; 2025Q3: 775 shares; 2025Q4: 775 shares; 2026Q1: 775 shares; 2026Q2: 775 shares 775 $273K 0.19% 0 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,632 shares; 2025Q1: 1,432 shares; 2025Q2: 1,432 shares; 2025Q3: 1,432 shares; 2025Q4: 1,432 shares; 2026Q1: not reported; 2026Q2: 1,432 shares 1,432 $265K 0.18% new Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 835 shares; 2025Q1: 835 shares; 2025Q2: 835 shares; 2025Q3: not reported; 2025Q4: 815 shares; 2026Q1: 815 shares; 2026Q2: 745 shares 745 $252K 0.17% -70 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; 2024Q3: not loaded; 2024Q4: 2,086 shares; 2025Q1: 2,086 shares; 2025Q2: 2,086 shares; 2025Q3: 1,831 shares; 2025Q4: 2,086 shares; 2026Q1: 2,086 shares; 2026Q2: 1,650 shares 1,650 $242K 0.17% -436 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,395 shares; 2025Q4: 1,395 shares; 2026Q1: not reported; 2026Q2: 1,395 shares 1,395 $229K 0.16% new Timeline