MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 200,091 shares; 2024Q4: 201,344 shares; 2025Q1: 205,768 shares; 2025Q2: 208,216 shares; 2025Q3: 211,106 shares; 2025Q4: 212,122 shares; 2026Q1: 212,578 shares; 2026Q2: 206,320 shares 206,320 $70.7M 10.54% -6,258 Timeline VFVA VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 417,017 shares; 2024Q4: 420,646 shares; 2025Q1: 423,961 shares; 2025Q2: 423,491 shares; 2025Q3: 427,773 shares; 2025Q4: 428,220 shares; 2026Q1: 431,969 shares; 2026Q2: 431,781 shares 431,781 $64.1M 9.55% -188 Timeline RPV 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: 342,577 shares; 2024Q4: 339,184 shares; 2025Q1: 339,461 shares; 2025Q2: 354,834 shares; 2025Q3: 352,622 shares; 2025Q4: 354,464 shares; 2026Q1: 370,013 shares; 2026Q2: 366,841 shares 366,841 $41.8M 6.22% -3,172 Timeline SPLV 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: 407,586 shares; 2024Q4: 415,589 shares; 2025Q1: 435,088 shares; 2025Q2: 458,863 shares; 2025Q3: 482,394 shares; 2025Q4: 504,129 shares; 2026Q1: 529,813 shares; 2026Q2: 540,041 shares 540,041 $40.4M 6.03% +10,228 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: 144,714 shares; 2024Q4: 144,899 shares; 2025Q1: 148,865 shares; 2025Q2: 160,130 shares; 2025Q3: 163,028 shares; 2025Q4: 164,914 shares; 2026Q1: 170,323 shares; 2026Q2: 171,926 shares 171,926 $37.7M 5.62% +1,603 Timeline VFQY VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 178,887 shares; 2024Q4: 179,382 shares; 2025Q1: 185,121 shares; 2025Q2: 184,463 shares; 2025Q3: 187,483 shares; 2025Q4: 186,040 shares; 2026Q1: 190,437 shares; 2026Q2: 191,754 shares 191,754 $32.7M 4.87% +1,317 Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 663,548 shares; 2024Q4: 676,969 shares; 2025Q1: 688,233 shares; 2025Q2: 700,825 shares; 2025Q3: 701,351 shares; 2025Q4: 694,130 shares; 2026Q1: 675,143 shares; 2026Q2: 671,710 shares 671,710 $28.1M 4.19% -3,433 Timeline IMTM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 415,543 shares; 2024Q4: 424,760 shares; 2025Q1: 435,527 shares; 2025Q2: 450,342 shares; 2025Q3: 454,157 shares; 2025Q4: 454,137 shares; 2026Q1: 452,927 shares; 2026Q2: 460,391 shares 460,391 $24.6M 3.66% +7,464 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 411,796 shares; 2024Q4: 426,324 shares; 2025Q1: 437,069 shares; 2025Q2: 455,373 shares; 2025Q3: 465,494 shares; 2025Q4: 469,056 shares; 2026Q1: 468,142 shares; 2026Q2: 477,138 shares 477,138 $23.6M 3.52% +8,996 Timeline AVES AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 302,981 shares; 2024Q4: 311,142 shares; 2025Q1: 320,566 shares; 2025Q2: 339,604 shares; 2025Q3: 346,289 shares; 2025Q4: 347,503 shares; 2026Q1: 348,389 shares; 2026Q2: 353,764 shares 353,764 $23.2M 3.46% +5,375 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: 194,011 shares; 2024Q4: 197,520 shares; 2025Q1: 202,647 shares; 2025Q2: 211,320 shares; 2025Q3: 216,938 shares; 2025Q4: 219,293 shares; 2026Q1: 221,426 shares; 2026Q2: 228,932 shares 228,932 $20.1M 2.99% +7,506 Timeline XSMO 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: 173,571 shares; 2024Q4: 173,993 shares; 2025Q1: 183,401 shares; 2025Q2: 190,028 shares; 2025Q3: 196,330 shares; 2025Q4: 199,652 shares; 2026Q1: 202,501 shares; 2026Q2: 198,166 shares 198,166 $18.6M 2.77% -4,335 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 164,667 shares; 2024Q4: 164,237 shares; 2025Q1: 163,116 shares; 2025Q2: 167,091 shares; 2025Q3: 166,362 shares; 2025Q4: 164,178 shares; 2026Q1: 166,058 shares; 2026Q2: 165,518 shares 165,518 $16M 2.38% -540 Timeline XSLV 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: 193,212 shares; 2024Q4: 197,899 shares; 2025Q1: 210,684 shares; 2025Q2: 223,270 shares; 2025Q3: 237,575 shares; 2025Q4: 248,561 shares; 2026Q1: 260,019 shares; 2026Q2: 265,916 shares 265,916 $13.9M 2.08% +5,897 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: 132,218 shares; 2024Q4: 140,231 shares; 2025Q1: 146,528 shares; 2025Q2: 150,396 shares; 2025Q3: 156,459 shares; 2025Q4: 155,248 shares; 2026Q1: 157,022 shares; 2026Q2: 143,475 shares 143,475 $13.9M 2.07% -13,547 Timeline VFMO VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,565 shares; 2024Q4: 39,740 shares; 2025Q1: 40,893 shares; 2025Q2: 48,448 shares; 2025Q3: 47,750 shares; 2025Q4: 44,991 shares; 2026Q1: 49,616 shares; 2026Q2: 47,516 shares 47,516 $11.9M 1.77% -2,100 Timeline QVMT 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: 167,903 shares; 2024Q4: 167,103 shares; 2025Q1: 164,643 shares; 2025Q2: 170,203 shares; 2025Q3: 169,003 shares; 2025Q4: 167,123 shares; 2026Q1: 157,428 shares; 2026Q2: 156,628 shares 156,628 $10.9M 1.63% -800 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; 2024Q3: 26,015 shares; 2024Q4: 26,027 shares; 2025Q1: 26,327 shares; 2025Q2: 26,327 shares; 2025Q3: 26,361 shares; 2025Q4: 26,192 shares; 2026Q1: 29,928 shares; 2026Q2: 29,828 shares 29,828 $10.3M 1.53% -100 Timeline RZV 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: 70,575 shares; 2024Q4: 69,553 shares; 2025Q1: 67,621 shares; 2025Q2: 68,589 shares; 2025Q3: 68,643 shares; 2025Q4: 65,922 shares; 2026Q1: 66,103 shares; 2026Q2: 63,762 shares 63,762 $9.5M 1.42% -2,341 Timeline EMGF ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 131,558 shares; 2024Q4: 130,320 shares; 2025Q1: 131,644 shares; 2025Q2: 133,893 shares; 2025Q3: 132,918 shares; 2025Q4: 132,702 shares; 2026Q1: 131,228 shares; 2026Q2: 125,334 shares 125,334 $9.18M 1.37% -5,894 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: 11,025 shares; 2024Q4: 10,853 shares; 2025Q1: 10,764 shares; 2025Q2: 10,550 shares; 2025Q3: 10,470 shares; 2025Q4: 10,347 shares; 2026Q1: 10,657 shares; 2026Q2: 10,653 shares 10,653 $7.96M 1.19% -4 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: 85,558 shares; 2024Q4: 91,048 shares; 2025Q1: 92,225 shares; 2025Q2: 92,737 shares; 2025Q3: 94,275 shares; 2025Q4: 93,449 shares; 2026Q1: 93,165 shares; 2026Q2: 87,878 shares 87,878 $7.28M 1.09% -5,287 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: 133,319 shares; 2024Q4: 267,669 shares; 2025Q1: 264,266 shares; 2025Q2: 260,769 shares; 2025Q3: 260,448 shares; 2025Q4: 260,252 shares; 2026Q1: 258,754 shares; 2026Q2: 258,406 shares 258,406 $7.16M 1.07% -348 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: 81,314 shares; 2024Q4: 83,649 shares; 2025Q1: 84,104 shares; 2025Q2: 84,879 shares; 2025Q3: 85,154 shares; 2025Q4: 83,699 shares; 2026Q1: 86,275 shares; 2026Q2: 85,925 shares 85,925 $6.63M 0.99% -350 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: 5,213 shares; 2024Q4: 6,330 shares; 2025Q1: 7,194 shares; 2025Q2: 7,373 shares; 2025Q3: 9,145 shares; 2025Q4: 10,523 shares; 2026Q1: 9,818 shares; 2026Q2: 8,278 shares 8,278 $5.69M 0.85% -1,540 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: 21,131 shares; 2024Q4: 19,911 shares; 2025Q1: 18,468 shares; 2025Q2: 14,935 shares; 2025Q3: 9,548 shares; 2025Q4: 6,635 shares; 2026Q1: 7,615 shares; 2026Q2: 7,548 shares 7,548 $5.65M 0.84% -67 Timeline DFIV 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: 97,072 shares; 2024Q4: 100,045 shares; 2025Q1: 97,520 shares; 2025Q2: 100,645 shares; 2025Q3: 99,820 shares; 2025Q4: 97,145 shares; 2026Q1: 100,170 shares; 2026Q2: 96,770 shares 96,770 $5.23M 0.78% -3,400 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: 52,063 shares; 2024Q4: 58,796 shares; 2025Q1: 58,030 shares; 2025Q2: 62,457 shares; 2025Q3: 62,626 shares; 2025Q4: 62,336 shares; 2026Q1: 66,544 shares; 2026Q2: 64,833 shares 64,833 $4.62M 0.69% -1,711 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,858 shares; 2024Q4: 38,890 shares; 2025Q1: 46,740 shares; 2025Q2: 49,589 shares; 2025Q3: 51,569 shares; 2025Q4: 50,820 shares; 2026Q1: 51,015 shares; 2026Q2: 45,733 shares 45,733 $4.41M 0.66% -5,282 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: 16,122 shares; 2024Q4: 11,723 shares; 2025Q1: 12,427 shares; 2025Q2: 14,008 shares; 2025Q3: 14,008 shares; 2025Q4: 13,993 shares; 2026Q1: 14,033 shares; 2026Q2: 53,688 shares 53,688 $4.33M 0.64% +39,655 Timeline 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: 14,679 shares; 2024Q4: 43,865 shares; 2025Q1: 55,820 shares; 2025Q2: 134,920 shares; 2025Q3: 134,895 shares; 2025Q4: 134,880 shares; 2026Q1: 163,980 shares; 2026Q2: 138,755 shares 138,755 $4.08M 0.61% -25,225 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,120 shares; 2024Q4: 32,730 shares; 2025Q1: 34,310 shares; 2025Q2: 36,660 shares; 2025Q3: 44,916 shares; 2025Q4: 47,963 shares; 2026Q1: 48,908 shares; 2026Q2: 39,958 shares 39,958 $3.64M 0.54% -8,950 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: 23,115 shares; 2024Q4: 23,865 shares; 2025Q1: 23,100 shares; 2025Q2: 23,100 shares; 2025Q3: 23,000 shares; 2025Q4: 22,398 shares; 2026Q1: 24,238 shares; 2026Q2: 24,238 shares 24,238 $3.59M 0.54% 0 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,682 shares; 2024Q4: 33,392 shares; 2025Q1: 41,182 shares; 2025Q2: 42,852 shares; 2025Q3: 49,427 shares; 2025Q4: 50,361 shares; 2026Q1: 49,011 shares; 2026Q2: 40,089 shares 40,089 $3.58M 0.53% -8,922 Timeline IDLV 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: 96,051 shares; 2024Q4: 106,226 shares; 2025Q1: 105,925 shares; 2025Q2: 109,350 shares; 2025Q3: 106,000 shares; 2025Q4: 104,400 shares; 2026Q1: 101,200 shares; 2026Q2: 96,900 shares 96,900 $3.34M 0.5% -4,300 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: 20,632 shares; 2024Q4: 20,372 shares; 2025Q1: 20,440 shares; 2025Q2: 21,489 shares; 2025Q3: 21,310 shares; 2025Q4: 22,393 shares; 2026Q1: 22,492 shares; 2026Q2: 22,528 shares 22,528 $2.98M 0.44% +36 Timeline EFIV 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: 31,730 shares; 2024Q4: 30,730 shares; 2025Q1: 31,804 shares; 2025Q2: 32,104 shares; 2025Q3: 31,804 shares; 2025Q4: 31,812 shares; 2026Q1: 35,616 shares; 2026Q2: 35,346 shares 35,346 $2.58M 0.38% -270 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: 8,861 shares; 2024Q4: 8,997 shares; 2025Q1: 9,107 shares; 2025Q2: 8,960 shares; 2025Q3: 8,446 shares; 2025Q4: 8,512 shares; 2026Q1: 8,740 shares; 2026Q2: 8,401 shares 8,401 $2.43M 0.36% -339 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: 4,523 shares; 2024Q4: 4,372 shares; 2025Q1: 4,329 shares; 2025Q2: 4,329 shares; 2025Q3: 4,759 shares; 2025Q4: 4,735 shares; 2026Q1: 4,912 shares; 2026Q2: 4,854 shares 4,854 $2.43M 0.36% -58 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,805 shares; 2024Q4: 12,668 shares; 2025Q1: 10,985 shares; 2025Q2: 17,622 shares; 2025Q3: 20,128 shares; 2025Q4: 20,644 shares; 2026Q1: 20,568 shares; 2026Q2: 17,178 shares 17,178 $2.14M 0.32% -3,390 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: 32,880 shares; 2024Q4: 33,265 shares; 2025Q1: 33,265 shares; 2025Q2: 35,740 shares; 2025Q3: 35,865 shares; 2025Q4: 35,785 shares; 2026Q1: 36,170 shares; 2026Q2: 34,731 shares 34,731 $2.07M 0.31% -1,439 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: 3,130 shares; 2024Q4: 3,213 shares; 2025Q1: 3,224 shares; 2025Q2: 3,067 shares; 2025Q3: 3,104 shares; 2025Q4: 3,067 shares; 2026Q1: 3,067 shares; 2026Q2: 5,584 shares 5,584 $2.07M 0.31% +2,517 Timeline SMMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,775 shares; 2024Q4: 39,700 shares; 2025Q1: 40,275 shares; 2025Q2: 47,350 shares; 2025Q3: 46,700 shares; 2025Q4: 45,890 shares; 2026Q1: 46,540 shares; 2026Q2: 42,800 shares 42,800 $1.97M 0.29% -3,740 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: 8,808 shares; 2024Q4: 7,611 shares; 2025Q1: 7,178 shares; 2025Q2: 7,333 shares; 2025Q3: 7,064 shares; 2025Q4: 7,064 shares; 2026Q1: 7,090 shares; 2026Q2: 4,820 shares 4,820 $1.58M 0.24% -2,270 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: 20,543 shares; 2024Q4: 23,332 shares; 2025Q1: 23,097 shares; 2025Q2: 27,462 shares; 2025Q3: 33,010 shares; 2025Q4: 34,809 shares; 2026Q1: 35,724 shares; 2026Q2: 27,209 shares 27,209 $1.57M 0.23% -8,515 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: 12,245 shares; 2024Q4: 13,565 shares; 2025Q1: 13,628 shares; 2025Q2: 14,791 shares; 2025Q3: 15,027 shares; 2025Q4: 16,963 shares; 2026Q1: 16,964 shares; 2026Q2: 16,779 shares 16,779 $1.52M 0.23% -185 Timeline BNL BROADSTONE NET LEASE INC More: the full row for BROADSTONE NET LEASE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 75,554 shares; 2024Q4: 75,554 shares; 2025Q1: 75,554 shares; 2025Q2: 85,554 shares; 2025Q3: 70,554 shares; 2025Q4: 70,554 shares; 2026Q1: 70,554 shares; 2026Q2: 70,554 shares 70,554 $1.46M 0.22% 0 Timeline AVLC AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,525 shares; 2024Q4: 7,525 shares; 2025Q1: 12,075 shares; 2025Q2: 21,000 shares; 2025Q3: 21,000 shares; 2025Q4: 21,000 shares; 2026Q1: 21,000 shares; 2026Q2: 16,200 shares 16,200 $1.46M 0.22% -4,800 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: 12,032 shares; 2024Q4: 12,032 shares; 2025Q1: 12,407 shares; 2025Q2: 11,908 shares; 2025Q3: 12,158 shares; 2025Q4: 12,192 shares; 2026Q1: 13,792 shares; 2026Q2: 14,147 shares 14,147 $1.45M 0.22% +355 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: 15,450 shares; 2024Q4: 17,770 shares; 2025Q1: 18,750 shares; 2025Q2: 16,454 shares; 2025Q3: 21,015 shares; 2025Q4: 22,741 shares; 2026Q1: 23,785 shares; 2026Q2: 19,727 shares 19,727 $1.33M 0.2% -4,058 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: 25,350 shares; 2024Q4: 25,350 shares; 2025Q1: 23,300 shares; 2025Q2: 23,300 shares; 2025Q3: 22,525 shares; 2025Q4: 22,525 shares; 2026Q1: 22,125 shares; 2026Q2: 9,465 shares 9,465 $1.32M 0.2% -12,660 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: 35,771 shares; 2024Q4: 35,819 shares; 2025Q1: 35,825 shares; 2025Q2: 35,285 shares; 2025Q3: 35,285 shares; 2025Q4: 35,170 shares; 2026Q1: 35,051 shares; 2026Q2: 35,056 shares 35,056 $1.27M 0.19% +5 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; 2024Q3: 2,541 shares; 2024Q4: 2,545 shares; 2025Q1: 3,681 shares; 2025Q2: 4,239 shares; 2025Q3: 4,224 shares; 2025Q4: 4,224 shares; 2026Q1: 4,249 shares; 2026Q2: 4,134 shares 4,134 $1.25M 0.19% -115 Timeline INTF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,575 shares; 2024Q4: 21,225 shares; 2025Q1: 23,575 shares; 2025Q2: 32,775 shares; 2025Q3: 32,775 shares; 2025Q4: 32,775 shares; 2026Q1: 33,600 shares; 2026Q2: 29,375 shares 29,375 $1.2M 0.18% -4,225 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: 4,048 shares; 2024Q4: 4,020 shares; 2025Q1: 3,974 shares; 2025Q2: 3,924 shares; 2025Q3: 3,295 shares; 2025Q4: 3,295 shares; 2026Q1: 3,229 shares; 2026Q2: 3,201 shares 3,201 $1.19M 0.18% -28 Timeline XMMO 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: 6,959 shares; 2024Q4: 6,959 shares; 2025Q1: 6,959 shares; 2025Q2: 6,959 shares; 2025Q3: 6,959 shares; 2025Q4: 6,959 shares; 2026Q1: 6,959 shares; 2026Q2: 6,959 shares 6,959 $1.18M 0.18% 0 Timeline 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: 4,939 shares; 2024Q4: 5,238 shares; 2025Q1: 5,238 shares; 2025Q2: 5,238 shares; 2025Q3: 5,305 shares; 2025Q4: 5,305 shares; 2026Q1: 5,305 shares; 2026Q2: 5,387 shares 5,387 $1.17M 0.18% +82 Timeline PWB 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: 6,370 shares; 2024Q4: 6,370 shares; 2025Q1: 6,370 shares; 2025Q2: 6,370 shares; 2025Q3: 6,370 shares; 2025Q4: 6,370 shares; 2026Q1: 6,370 shares; 2026Q2: 6,370 shares 6,370 $1.07M 0.16% 0 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: 3,462 shares; 2024Q4: 3,387 shares; 2025Q1: 3,140 shares; 2025Q2: 2,856 shares; 2025Q3: 2,814 shares; 2025Q4: 2,994 shares; 2026Q1: 2,874 shares; 2026Q2: 2,866 shares 2,866 $1.02M 0.15% -8 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: 7,287 shares; 2024Q4: 7,287 shares; 2025Q1: 7,187 shares; 2025Q2: 7,182 shares; 2025Q3: 7,182 shares; 2025Q4: 7,182 shares; 2026Q1: 9,276 shares; 2026Q2: 9,276 shares 9,276 $964K 0.14% 0 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: 18,972 shares; 2024Q4: 18,922 shares; 2025Q1: 10,447 shares; 2025Q2: 10,472 shares; 2025Q3: 10,306 shares; 2025Q4: 10,166 shares; 2026Q1: 9,481 shares; 2026Q2: 9,826 shares 9,826 $948K 0.14% +345 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,828 shares; 2024Q4: 19,828 shares; 2025Q1: 18,987 shares; 2025Q2: 18,956 shares; 2025Q3: 19,574 shares; 2025Q4: 20,192 shares; 2026Q1: 20,299 shares; 2026Q2: 9,390 shares 9,390 $923K 0.14% -10,909 Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,516 shares; 2024Q4: 13,451 shares; 2025Q1: 13,150 shares; 2025Q2: 13,181 shares; 2025Q3: 12,920 shares; 2025Q4: 12,025 shares; 2026Q1: 12,025 shares; 2026Q2: 11,700 shares 11,700 $881K 0.13% -325 Timeline VBR 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: 3,916 shares; 2024Q4: 3,965 shares; 2025Q1: 3,911 shares; 2025Q2: 3,911 shares; 2025Q3: 3,911 shares; 2025Q4: 3,911 shares; 2026Q1: 3,614 shares; 2026Q2: 3,614 shares 3,614 $878K 0.13% 0 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,417 shares; 2025Q2: 6,287 shares; 2025Q3: 6,287 shares; 2025Q4: 6,212 shares; 2026Q1: 11,087 shares; 2026Q2: 11,087 shares 11,087 $864K 0.13% 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: 3,080 shares; 2024Q4: 3,118 shares; 2025Q1: 3,338 shares; 2025Q2: 3,345 shares; 2025Q3: 3,206 shares; 2025Q4: 3,011 shares; 2026Q1: 3,011 shares; 2026Q2: 2,251 shares 2,251 $850K 0.13% -760 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: 10,985 shares; 2024Q4: 21,930 shares; 2025Q1: 21,930 shares; 2025Q2: 21,930 shares; 2025Q3: 21,930 shares; 2025Q4: 21,930 shares; 2026Q1: 21,880 shares; 2026Q2: 21,805 shares 21,805 $788K 0.12% -75 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,749 shares; 2024Q4: 2,730 shares; 2025Q1: 1,665 shares; 2025Q2: 1,801 shares; 2025Q3: 1,810 shares; 2025Q4: 1,819 shares; 2026Q1: 1,830 shares; 2026Q2: 1,840 shares 1,840 $785K 0.12% +10 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: 2,651 shares; 2024Q4: 2,614 shares; 2025Q1: 2,606 shares; 2025Q2: 2,606 shares; 2025Q3: 2,549 shares; 2025Q4: 2,549 shares; 2026Q1: 2,762 shares; 2026Q2: 1,056 shares 1,056 $778K 0.12% -1,706 Timeline PWV 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: 10,117 shares; 2024Q4: 10,117 shares; 2025Q1: 10,117 shares; 2025Q2: 10,117 shares; 2025Q3: 10,117 shares; 2025Q4: 10,117 shares; 2026Q1: 10,117 shares; 2026Q2: 10,117 shares 10,117 $767K 0.11% 0 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: 2,472 shares; 2024Q4: 2,416 shares; 2025Q1: 2,341 shares; 2025Q2: 2,341 shares; 2025Q3: 2,261 shares; 2025Q4: 2,096 shares; 2026Q1: 1,981 shares; 2026Q2: 1,978 shares 1,978 $716K 0.11% -3 Timeline GLW CORNING INC More: the full row for CORNING 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: 2,769 shares; 2026Q2: 2,769 shares 2,769 $707K 0.11% 0 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 22,232 shares; 2025Q1: 14,732 shares; 2025Q2: 4,732 shares; 2025Q3: 4,432 shares; 2025Q4: 4,432 shares; 2026Q1: 8,723 shares; 2026Q2: 8,723 shares 8,723 $674K 0.1% 0 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: 4,478 shares; 2024Q4: 4,478 shares; 2025Q1: 4,427 shares; 2025Q2: 4,436 shares; 2025Q3: 4,410 shares; 2025Q4: 4,410 shares; 2026Q1: 4,410 shares; 2026Q2: 4,390 shares 4,390 $643K 0.1% -20 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: 6,552 shares; 2024Q4: 6,506 shares; 2025Q1: 6,199 shares; 2025Q2: 5,347 shares; 2025Q3: 4,947 shares; 2025Q4: 7,357 shares; 2026Q1: 7,270 shares; 2026Q2: 7,270 shares 7,270 $638K 0.1% 0 Timeline XSVM 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: 9,281 shares; 2024Q4: 9,281 shares; 2025Q1: 9,094 shares; 2025Q2: 9,094 shares; 2025Q3: 9,094 shares; 2025Q4: 9,094 shares; 2026Q1: 9,094 shares; 2026Q2: 9,094 shares 9,094 $633K 0.09% 0 Timeline XMVM 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: 8,749 shares; 2024Q4: 8,749 shares; 2025Q1: 8,749 shares; 2025Q2: 8,749 shares; 2025Q3: 8,749 shares; 2025Q4: 8,749 shares; 2026Q1: 8,749 shares; 2026Q2: 8,749 shares 8,749 $620K 0.09% 0 Timeline ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,160 shares; 2024Q4: 5,160 shares; 2025Q1: 5,160 shares; 2025Q2: 5,160 shares; 2025Q3: 5,160 shares; 2025Q4: 5,160 shares; 2026Q1: 5,160 shares; 2026Q2: 5,160 shares 5,160 $620K 0.09% 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: 7,851 shares; 2024Q4: 7,851 shares; 2025Q1: 7,851 shares; 2025Q2: 7,651 shares; 2025Q3: 7,426 shares; 2025Q4: 7,351 shares; 2026Q1: 7,351 shares; 2026Q2: 7,351 shares 7,351 $616K 0.09% 0 Timeline XAR 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: 2,160 shares; 2024Q4: 2,160 shares; 2025Q1: 2,160 shares; 2025Q2: 2,160 shares; 2025Q3: 2,160 shares; 2025Q4: 2,160 shares; 2026Q1: 2,160 shares; 2026Q2: 2,160 shares 2,160 $613K 0.09% 0 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: 6,835 shares; 2024Q4: 6,835 shares; 2025Q1: 5,770 shares; 2025Q2: 5,770 shares; 2025Q3: 5,170 shares; 2025Q4: 5,170 shares; 2026Q1: 4,820 shares; 2026Q2: 4,820 shares 4,820 $566K 0.08% 0 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,152 shares; 2024Q4: 2,152 shares; 2025Q1: 2,152 shares; 2025Q2: 2,152 shares; 2025Q3: 2,152 shares; 2025Q4: 2,152 shares; 2026Q1: 2,181 shares; 2026Q2: 2,181 shares 2,181 $549K 0.08% 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: 3,125 shares; 2024Q4: 3,125 shares; 2025Q1: 3,125 shares; 2025Q2: 2,928 shares; 2025Q3: 2,900 shares; 2025Q4: 2,900 shares; 2026Q1: 2,900 shares; 2026Q2: 2,900 shares 2,900 $545K 0.08% 0 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: 8,552 shares; 2024Q4: 25,468 shares; 2025Q1: 24,592 shares; 2025Q2: 20,690 shares; 2025Q3: 20,781 shares; 2025Q4: 19,249 shares; 2026Q1: 17,971 shares; 2026Q2: 18,071 shares 18,071 $523K 0.08% +100 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: 1,745 shares; 2024Q4: 1,745 shares; 2025Q1: 1,699 shares; 2025Q2: 1,701 shares; 2025Q3: 1,498 shares; 2025Q4: 1,498 shares; 2026Q1: 1,418 shares; 2026Q2: 1,418 shares 1,418 $500K 0.07% 0 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,217 shares; 2024Q4: 4,395 shares; 2025Q1: 4,395 shares; 2025Q2: 4,425 shares; 2025Q3: 4,395 shares; 2025Q4: 4,395 shares; 2026Q1: 4,395 shares; 2026Q2: 4,395 shares 4,395 $498K 0.07% 0 Timeline XJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,675 shares; 2024Q4: 7,675 shares; 2025Q1: 7,675 shares; 2025Q2: 8,175 shares; 2025Q3: 8,175 shares; 2025Q4: 8,175 shares; 2026Q1: 9,225 shares; 2026Q2: 9,425 shares 9,425 $492K 0.07% +200 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: 1,178 shares; 2024Q4: 1,178 shares; 2025Q1: 1,175 shares; 2025Q2: 1,175 shares; 2025Q3: 1,175 shares; 2025Q4: 1,175 shares; 2026Q1: 1,175 shares; 2026Q2: 1,175 shares 1,175 $488K 0.07% 0 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: 19,432 shares; 2024Q4: 16,723 shares; 2025Q1: 16,723 shares; 2025Q2: 12,448 shares; 2025Q3: 5,068 shares; 2025Q4: 923 shares; 2026Q1: 923 shares; 2026Q2: 923 shares 923 $482K 0.07% 0 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: 1,425 shares; 2024Q4: 1,405 shares; 2025Q1: 1,340 shares; 2025Q2: 1,155 shares; 2025Q3: 1,120 shares; 2025Q4: 1,120 shares; 2026Q1: 1,343 shares; 2026Q2: 1,354 shares 1,354 $478K 0.07% +11 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 934 shares; 2024Q4: 934 shares; 2025Q1: 926 shares; 2025Q2: 928 shares; 2025Q3: 926 shares; 2025Q4: 926 shares; 2026Q1: 926 shares; 2026Q2: 926 shares 926 $464K 0.07% 0 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; 2024Q3: 1,825 shares; 2024Q4: 1,825 shares; 2025Q1: not reported; 2025Q2: 2,949 shares; 2025Q3: 2,949 shares; 2025Q4: 2,949 shares; 2026Q1: 2,949 shares; 2026Q2: 2,949 shares 2,949 $455K 0.07% 0 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,400 shares; 2024Q4: 7,400 shares; 2025Q1: 7,400 shares; 2025Q2: 7,400 shares; 2025Q3: 15,238 shares; 2025Q4: 5,843 shares; 2026Q1: 13,643 shares; 2026Q2: 13,643 shares 13,643 $454K 0.07% 0 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: 3,940 shares; 2024Q4: 11,795 shares; 2025Q1: 11,795 shares; 2025Q2: 11,920 shares; 2025Q3: 11,845 shares; 2025Q4: 11,995 shares; 2026Q1: 11,845 shares; 2026Q2: 11,845 shares 11,845 $437K 0.07% 0 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: 2,204 shares; 2024Q4: 2,165 shares; 2025Q1: 2,165 shares; 2025Q2: 2,165 shares; 2025Q3: 2,165 shares; 2025Q4: 2,442 shares; 2026Q1: 2,742 shares; 2026Q2: 2,742 shares 2,742 $433K 0.06% 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: 6,008 shares; 2024Q4: 6,001 shares; 2025Q1: 5,981 shares; 2025Q2: 6,027 shares; 2025Q3: 5,599 shares; 2025Q4: 5,599 shares; 2026Q1: 5,619 shares; 2026Q2: 2,278 shares 2,278 $412K 0.06% -3,341 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,194 shares; 2024Q4: 1,194 shares; 2025Q1: 1,194 shares; 2025Q2: 1,194 shares; 2025Q3: 1,194 shares; 2025Q4: 1,194 shares; 2026Q1: 1,194 shares; 2026Q2: 1,194 shares 1,194 $411K 0.06% 0 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: 1,260 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,162 shares; 2025Q4: 1,162 shares; 2026Q1: 1,457 shares; 2026Q2: 1,613 shares 1,613 $410K 0.06% +156 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: 1,193 shares; 2024Q4: 1,518 shares; 2025Q1: 1,518 shares; 2025Q2: 1,551 shares; 2025Q3: 1,518 shares; 2025Q4: 1,505 shares; 2026Q1: 1,505 shares; 2026Q2: 1,440 shares 1,440 $405K 0.06% -65 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; 2024Q3: 3,560 shares; 2024Q4: 3,560 shares; 2025Q1: 3,560 shares; 2025Q2: 3,560 shares; 2025Q3: 3,560 shares; 2025Q4: 3,560 shares; 2026Q1: 3,560 shares; 2026Q2: 4,731 shares 4,731 $404K 0.06% +1,171 Timeline XJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,160 shares; 2024Q4: 5,985 shares; 2025Q1: 5,985 shares; 2025Q2: 6,694 shares; 2025Q3: 7,361 shares; 2025Q4: 7,361 shares; 2026Q1: 7,356 shares; 2026Q2: 7,546 shares 7,546 $398K 0.06% +190 Timeline AVSC AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,760 shares; 2025Q2: 5,125 shares; 2025Q3: 5,125 shares; 2025Q4: 5,125 shares; 2026Q1: 6,100 shares; 2026Q2: 5,360 shares 5,360 $393K 0.06% -740 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: 2,337 shares 2,337 $379K 0.06% new 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 reported; 2024Q4: 1,020 shares; 2025Q1: 1,427 shares; 2025Q2: 1,458 shares; 2025Q3: 1,427 shares; 2025Q4: 1,427 shares; 2026Q1: 1,547 shares; 2026Q2: 1,547 shares 1,547 $369K 0.05% 0 Timeline VDC 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: 1,729 shares; 2024Q4: 1,728 shares; 2025Q1: 1,728 shares; 2025Q2: 1,728 shares; 2025Q3: 1,728 shares; 2025Q4: 1,728 shares; 2026Q1: 1,630 shares; 2026Q2: 1,630 shares 1,630 $368K 0.05% 0 Timeline SPHQ 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: 4,000 shares; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares; 2025Q4: 4,000 shares; 2026Q1: 4,000 shares; 2026Q2: 4,000 shares 4,000 $360K 0.05% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,595 shares; 2025Q3: 5,835 shares; 2025Q4: 6,695 shares; 2026Q1: 6,895 shares; 2026Q2: 7,002 shares 7,002 $353K 0.05% +107 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: 4,413 shares; 2024Q4: 4,413 shares; 2025Q1: 4,292 shares; 2025Q2: 4,398 shares; 2025Q3: 4,292 shares; 2025Q4: 4,292 shares; 2026Q1: 4,692 shares; 2026Q2: 2,670 shares 2,670 $343K 0.05% -2,022 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: 2,242 shares; 2024Q4: 2,242 shares; 2025Q1: 2,242 shares; 2025Q2: 2,254 shares; 2025Q3: 2,242 shares; 2025Q4: 2,242 shares; 2026Q1: 2,242 shares; 2026Q2: 2,242 shares 2,242 $340K 0.05% 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: 598 shares; 2024Q4: 598 shares; 2025Q1: 603 shares; 2025Q2: 615 shares; 2025Q3: 603 shares; 2025Q4: 602 shares; 2026Q1: 602 shares; 2026Q2: 602 shares 602 $339K 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: 581 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 649 shares; 2025Q4: 699 shares; 2026Q1: 799 shares; 2026Q2: 799 shares 799 $336K 0.05% 0 Timeline SLYV 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: 3,544 shares; 2024Q4: 3,313 shares; 2025Q1: 3,256 shares; 2025Q2: 3,256 shares; 2025Q3: 3,256 shares; 2025Q4: 3,088 shares; 2026Q1: 3,088 shares; 2026Q2: 3,038 shares 3,038 $331K 0.05% -50 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 304 shares; 2025Q3: 304 shares; 2025Q4: 304 shares; 2026Q1: 304 shares; 2026Q2: 305 shares 305 $308K 0.05% +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: not reported; 2024Q4: 1,530 shares; 2025Q1: 2,355 shares; 2025Q2: 2,345 shares; 2025Q3: 2,438 shares; 2025Q4: 2,438 shares; 2026Q1: 2,338 shares; 2026Q2: 1,526 shares 1,526 $305K 0.05% -812 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: 351 shares; 2024Q4: 365 shares; 2025Q1: 331 shares; 2025Q2: 324 shares; 2025Q3: 324 shares; 2025Q4: 324 shares; 2026Q1: 324 shares; 2026Q2: 324 shares 324 $303K 0.05% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,800 shares; 2025Q4: 4,800 shares; 2026Q1: 5,000 shares; 2026Q2: 4,900 shares 4,900 $268K 0.04% -100 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: 1,500 shares; 2024Q4: not reported; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares; 2026Q1: 1,500 shares; 2026Q2: 1,500 shares 1,500 $243K 0.04% 0 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION 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: 1,248 shares; 2025Q4: 1,248 shares; 2026Q1: 1,268 shares; 2026Q2: 1,272 shares 1,272 $241K 0.04% +4 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: 3,526 shares; 2024Q4: 3,161 shares; 2025Q1: 3,091 shares; 2025Q2: 3,115 shares; 2025Q3: 2,733 shares; 2025Q4: 2,834 shares; 2026Q1: 2,834 shares; 2026Q2: 1,585 shares 1,585 $232K 0.03% -1,249 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; 2024Q3: 5,979 shares; 2024Q4: 5,979 shares; 2025Q1: 5,979 shares; 2025Q2: 6,158 shares; 2025Q3: 5,985 shares; 2025Q4: 6,211 shares; 2026Q1: 6,211 shares; 2026Q2: 2,814 shares 2,814 $229K 0.03% -3,397 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: 1,992 shares; 2024Q4: 1,992 shares; 2025Q1: 1,967 shares; 2025Q2: 1,913 shares; 2025Q3: 1,713 shares; 2025Q4: 2,025 shares; 2026Q1: 2,025 shares; 2026Q2: 1,327 shares 1,327 $220K 0.03% -698 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 12,000 shares; 2025Q1: 12,000 shares; 2025Q2: 12,000 shares; 2025Q3: 12,000 shares; 2025Q4: 9,250 shares; 2026Q1: 7,525 shares; 2026Q2: 2,900 shares 2,900 $219K 0.03% -4,625 Timeline VOE 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,098 shares; 2026Q2: 1,098 shares 1,098 $217K 0.03% 0 Timeline SPHD 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: 4,239 shares; 2024Q4: 4,229 shares; 2025Q1: 4,234 shares; 2025Q2: not reported; 2025Q3: 4,152 shares; 2025Q4: not reported; 2026Q1: 4,171 shares; 2026Q2: 4,226 shares 4,226 $215K 0.03% +55 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE 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: 2,177 shares 2,177 $208K 0.03% new Timeline