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: 145,513 shares; 2024Q4: 147,464 shares; 2025Q1: 150,689 shares; 2025Q2: 149,397 shares; 2025Q3: 148,685 shares; 2025Q4: 149,918 shares; 2026Q1: 152,663 shares; 2026Q2: 150,058 shares 150,058 $36.5M 5.34% -2,605 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: 40,778 shares; 2024Q4: 40,706 shares; 2025Q1: 40,665 shares; 2025Q2: 40,421 shares; 2025Q3: 40,287 shares; 2025Q4: 40,299 shares; 2026Q1: 40,301 shares; 2026Q2: 39,619 shares 39,619 $29.2M 4.27% -682 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: 99,834 shares; 2024Q4: 99,397 shares; 2025Q1: 96,586 shares; 2025Q2: 95,970 shares; 2025Q3: 95,906 shares; 2025Q4: 95,741 shares; 2026Q1: 91,941 shares; 2026Q2: 88,422 shares 88,422 $25.6M 3.74% -3,519 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: 152,168 shares; 2024Q4: 151,668 shares; 2025Q1: 151,190 shares; 2025Q2: 151,496 shares; 2025Q3: 151,958 shares; 2025Q4: 152,208 shares; 2026Q1: 151,776 shares; 2026Q2: 150,365 shares 150,365 $24.8M 3.62% -1,411 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: 252,394 shares; 2024Q4: 251,918 shares; 2025Q1: 268,929 shares; 2025Q2: 273,701 shares; 2025Q3: 277,098 shares; 2025Q4: 294,865 shares; 2026Q1: 297,985 shares; 2026Q2: 292,352 shares 292,352 $22.5M 3.3% -5,633 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: 30,994 shares; 2024Q4: 31,029 shares; 2025Q1: 30,783 shares; 2025Q2: 30,836 shares; 2025Q3: 30,772 shares; 2025Q4: 30,763 shares; 2026Q1: 30,200 shares; 2026Q2: 29,882 shares 29,882 $22.4M 3.28% -318 Timeline VBK 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: 62,395 shares; 2024Q4: 62,123 shares; 2025Q1: 61,394 shares; 2025Q2: 60,476 shares; 2025Q3: 59,750 shares; 2025Q4: 59,347 shares; 2026Q1: 58,988 shares; 2026Q2: 57,788 shares 57,788 $21.1M 3.09% -1,200 Timeline SSO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 149,643 shares; 2024Q4: 149,778 shares; 2025Q1: 148,844 shares; 2025Q2: 149,470 shares; 2025Q3: 148,051 shares; 2025Q4: 287,438 shares; 2026Q1: 287,739 shares; 2026Q2: 282,805 shares 282,805 $19.1M 2.79% -4,934 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: 96,804 shares; 2024Q4: 95,847 shares; 2025Q1: 96,239 shares; 2025Q2: 95,316 shares; 2025Q3: 95,671 shares; 2025Q4: 96,289 shares; 2026Q1: 95,781 shares; 2026Q2: 94,554 shares 94,554 $18.7M 2.73% -1,227 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: 187,251 shares; 2024Q4: 560,380 shares; 2025Q1: 556,210 shares; 2025Q2: 543,478 shares; 2025Q3: 545,503 shares; 2025Q4: 525,766 shares; 2026Q1: 507,857 shares; 2026Q2: 498,057 shares 498,057 $18.4M 2.69% -9,800 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: 44,250 shares; 2024Q4: 45,602 shares; 2025Q1: 48,813 shares; 2025Q2: 48,824 shares; 2025Q3: 48,622 shares; 2025Q4: 51,185 shares; 2026Q1: 57,544 shares; 2026Q2: 227,669 shares 227,669 $18.3M 2.68% +170,125 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 78,942 shares; 2024Q4: 79,116 shares; 2025Q1: 79,248 shares; 2025Q2: 78,564 shares; 2025Q3: 78,753 shares; 2025Q4: 78,307 shares; 2026Q1: 76,408 shares; 2026Q2: 74,999 shares 74,999 $17.7M 2.6% -1,409 Timeline SCHP 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: 292,123 shares; 2024Q4: 572,142 shares; 2025Q1: 572,088 shares; 2025Q2: 574,501 shares; 2025Q3: 577,874 shares; 2025Q4: 570,490 shares; 2026Q1: 618,527 shares; 2026Q2: 618,196 shares 618,196 $16.4M 2.4% -331 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: 45,003 shares; 2024Q4: 44,884 shares; 2025Q1: 44,885 shares; 2025Q2: 45,626 shares; 2025Q3: 45,632 shares; 2025Q4: 45,390 shares; 2026Q1: 43,937 shares; 2026Q2: 43,296 shares 43,296 $16M 2.34% -641 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: 52,076 shares; 2024Q4: 51,817 shares; 2025Q1: 51,806 shares; 2025Q2: 51,635 shares; 2025Q3: 51,534 shares; 2025Q4: 51,805 shares; 2026Q1: 51,785 shares; 2026Q2: 51,437 shares 51,437 $15.6M 2.28% -348 Timeline VCSH 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: 245,364 shares; 2024Q4: 210,901 shares; 2025Q1: 209,798 shares; 2025Q2: 203,017 shares; 2025Q3: 201,563 shares; 2025Q4: 191,535 shares; 2026Q1: 191,810 shares; 2026Q2: 188,379 shares 188,379 $14.9M 2.18% -3,431 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: 90,830 shares; 2024Q4: 90,957 shares; 2025Q1: 90,278 shares; 2025Q2: 89,449 shares; 2025Q3: 89,220 shares; 2025Q4: 89,675 shares; 2026Q1: 89,492 shares; 2026Q2: 88,947 shares 88,947 $13.1M 1.92% -545 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: 52,507 shares; 2024Q4: 51,790 shares; 2025Q1: 51,849 shares; 2025Q2: 51,247 shares; 2025Q3: 51,445 shares; 2025Q4: 51,590 shares; 2026Q1: 51,514 shares; 2026Q2: 51,283 shares 51,283 $11.6M 1.7% -231 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 90,013 shares; 2024Q4: 89,377 shares; 2025Q1: 88,865 shares; 2025Q2: 88,133 shares; 2025Q3: 88,097 shares; 2025Q4: 87,855 shares; 2026Q1: 84,406 shares; 2026Q2: 83,985 shares 83,985 $11.5M 1.68% -421 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: 10,739 shares; 2024Q4: 10,771 shares; 2025Q1: 10,806 shares; 2025Q2: 10,810 shares; 2025Q3: 10,842 shares; 2025Q4: 10,865 shares; 2026Q1: 10,801 shares; 2026Q2: 10,005 shares 10,005 $10.7M 1.56% -796 Timeline BIV 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: 153,255 shares; 2024Q4: 140,758 shares; 2025Q1: 142,360 shares; 2025Q2: 141,909 shares; 2025Q3: 140,438 shares; 2025Q4: 128,867 shares; 2026Q1: 136,415 shares; 2026Q2: 133,847 shares 133,847 $10.3M 1.5% -2,568 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,356 shares; 2024Q4: 19,356 shares; 2025Q1: 23,041 shares; 2025Q2: 23,041 shares; 2025Q3: 22,020 shares; 2025Q4: 22,020 shares; 2026Q1: 32,393 shares; 2026Q2: 32,393 shares 32,393 $9.59M 1.4% 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: 41,572 shares; 2024Q4: 41,817 shares; 2025Q1: 41,263 shares; 2025Q2: 40,777 shares; 2025Q3: 40,777 shares; 2025Q4: 40,777 shares; 2026Q1: 40,962 shares; 2026Q2: 40,168 shares 40,168 $9.57M 1.4% -794 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59,708 shares; 2024Q4: 58,728 shares; 2025Q1: 57,704 shares; 2025Q2: 57,735 shares; 2025Q3: 57,100 shares; 2025Q4: 56,946 shares; 2026Q1: 55,542 shares; 2026Q2: 51,524 shares 51,524 $8.43M 1.23% -4,018 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: 133,710 shares; 2024Q4: 268,835 shares; 2025Q1: 269,181 shares; 2025Q2: 254,871 shares; 2025Q3: 255,642 shares; 2025Q4: 245,164 shares; 2026Q1: 242,408 shares; 2026Q2: 229,429 shares 229,429 $8.29M 1.21% -12,979 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: 75,942 shares; 2024Q4: 75,218 shares; 2025Q1: 74,987 shares; 2025Q2: 75,103 shares; 2025Q3: 75,069 shares; 2025Q4: 75,784 shares; 2026Q1: 74,894 shares; 2026Q2: 75,301 shares 75,301 $8.24M 1.21% +407 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: 147,658 shares; 2024Q4: 148,520 shares; 2025Q1: 147,563 shares; 2025Q2: 147,548 shares; 2025Q3: 147,864 shares; 2025Q4: 147,346 shares; 2026Q1: 146,587 shares; 2026Q2: 142,823 shares 142,823 $8.24M 1.21% -3,764 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: 102,025 shares; 2024Q4: 82,682 shares; 2025Q1: 82,486 shares; 2025Q2: 83,344 shares; 2025Q3: 83,344 shares; 2025Q4: 84,390 shares; 2026Q1: 84,284 shares; 2026Q2: 84,562 shares 84,562 $7.42M 1.09% +278 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: 59,191 shares; 2024Q4: 59,032 shares; 2025Q1: 57,958 shares; 2025Q2: 58,046 shares; 2025Q3: 57,227 shares; 2025Q4: 57,336 shares; 2026Q1: 57,388 shares; 2026Q2: 57,034 shares 57,034 $6.7M 0.98% -354 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,901 shares; 2024Q4: 37,625 shares; 2025Q1: 37,532 shares; 2025Q2: 37,329 shares; 2025Q3: 35,958 shares; 2025Q4: 35,804 shares; 2026Q1: 35,013 shares; 2026Q2: 35,060 shares 35,060 $6.26M 0.92% +47 Timeline VGT 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: 6,736 shares; 2024Q4: 6,538 shares; 2025Q1: 6,546 shares; 2025Q2: 6,553 shares; 2025Q3: 6,545 shares; 2025Q4: 6,631 shares; 2026Q1: 6,542 shares; 2026Q2: 51,898 shares 51,898 $6.2M 0.91% +45,356 Timeline SPYG 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: 58,520 shares; 2024Q4: 58,411 shares; 2025Q1: 57,854 shares; 2025Q2: 56,074 shares; 2025Q3: 56,135 shares; 2025Q4: 55,961 shares; 2026Q1: 52,944 shares; 2026Q2: 51,291 shares 51,291 $6.1M 0.89% -1,653 Timeline VOT 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: 21,116 shares; 2024Q4: 21,099 shares; 2025Q1: 20,935 shares; 2025Q2: 20,691 shares; 2025Q3: 20,503 shares; 2025Q4: 20,538 shares; 2026Q1: 20,577 shares; 2026Q2: 19,843 shares 19,843 $6.08M 0.89% -734 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: 14,483 shares; 2024Q4: 14,778 shares; 2025Q1: 15,528 shares; 2025Q2: 15,868 shares; 2025Q3: 15,993 shares; 2025Q4: 16,147 shares; 2026Q1: 16,272 shares; 2026Q2: 16,280 shares 16,280 $5.82M 0.85% +8 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD 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: 13,468 shares; 2026Q1: 106,364 shares; 2026Q2: 114,281 shares 114,281 $5.78M 0.85% +7,917 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: 98,936 shares; 2024Q4: 98,366 shares; 2025Q1: 95,409 shares; 2025Q2: 94,187 shares; 2025Q3: 92,919 shares; 2025Q4: 93,428 shares; 2026Q1: 90,834 shares; 2026Q2: 85,137 shares 85,137 $5.76M 0.84% -5,697 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,630 shares; 2024Q4: 22,087 shares; 2025Q1: 22,177 shares; 2025Q2: 22,270 shares; 2025Q3: 22,349 shares; 2025Q4: 22,452 shares; 2026Q1: 22,295 shares; 2026Q2: 22,264 shares 22,264 $5.4M 0.79% -31 Timeline SPYV 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: 89,229 shares; 2024Q4: 93,068 shares; 2025Q1: 94,239 shares; 2025Q2: 95,455 shares; 2025Q3: 94,138 shares; 2025Q4: 94,717 shares; 2026Q1: 92,328 shares; 2026Q2: 86,723 shares 86,723 $5.27M 0.77% -5,605 Timeline PJT PJT PARTNERS INC More: the full row for PJT PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,493 shares; 2024Q4: 38,494 shares; 2025Q1: 38,495 shares; 2025Q2: 38,496 shares; 2025Q3: 36,368 shares; 2025Q4: 36,369 shares; 2026Q1: 34,810 shares; 2026Q2: 34,811 shares 34,811 $5.25M 0.77% +1 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,071 shares; 2024Q4: 54,418 shares; 2025Q1: 56,861 shares; 2025Q2: 56,244 shares; 2025Q3: 56,080 shares; 2025Q4: 50,657 shares; 2026Q1: 55,146 shares; 2026Q2: 54,044 shares 54,044 $5.2M 0.76% -1,102 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 80,688 shares; 2024Q4: 78,758 shares; 2025Q1: 73,323 shares; 2025Q2: 73,237 shares; 2025Q3: 73,237 shares; 2025Q4: 74,165 shares; 2026Q1: 73,442 shares; 2026Q2: 73,004 shares 73,004 $4.99M 0.73% -438 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: 57,616 shares; 2024Q4: 174,554 shares; 2025Q1: 175,006 shares; 2025Q2: 175,441 shares; 2025Q3: 174,050 shares; 2025Q4: 169,019 shares; 2026Q1: 168,529 shares; 2026Q2: 168,008 shares 168,008 $4.94M 0.72% -521 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: 11,902 shares; 2024Q4: 11,931 shares; 2025Q1: 12,078 shares; 2025Q2: 12,167 shares; 2025Q3: 12,203 shares; 2025Q4: 12,387 shares; 2026Q1: 12,610 shares; 2026Q2: 12,695 shares 12,695 $4.74M 0.69% +85 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: 44,644 shares; 2024Q4: 43,392 shares; 2025Q1: 43,298 shares; 2025Q2: 43,458 shares; 2025Q3: 43,458 shares; 2025Q4: 43,963 shares; 2026Q1: 43,944 shares; 2026Q2: 44,460 shares 44,460 $4.62M 0.68% +516 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,078 shares; 2024Q4: 47,346 shares; 2025Q1: 47,143 shares; 2025Q2: 47,356 shares; 2025Q3: 47,573 shares; 2025Q4: 47,610 shares; 2026Q1: 43,480 shares; 2026Q2: 41,777 shares 41,777 $4.6M 0.67% -1,703 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: 17,412 shares; 2024Q4: 17,489 shares; 2025Q1: 17,604 shares; 2025Q2: 17,729 shares; 2025Q3: 17,846 shares; 2025Q4: 17,948 shares; 2026Q1: 18,156 shares; 2026Q2: 17,372 shares 17,372 $4.41M 0.65% -784 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: 47,753 shares; 2024Q4: 46,820 shares; 2025Q1: 45,561 shares; 2025Q2: 45,118 shares; 2025Q3: 41,901 shares; 2025Q4: 41,288 shares; 2026Q1: 36,890 shares; 2026Q2: 31,423 shares 31,423 $4.32M 0.63% -5,467 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: 30,316 shares; 2024Q4: 30,254 shares; 2025Q1: 29,597 shares; 2025Q2: 28,886 shares; 2025Q3: 29,036 shares; 2025Q4: 28,790 shares; 2026Q1: 28,889 shares; 2026Q2: 28,968 shares 28,968 $4.3M 0.63% +79 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: 40,782 shares; 2024Q4: 40,256 shares; 2025Q1: 40,193 shares; 2025Q2: 39,246 shares; 2025Q3: 39,374 shares; 2025Q4: 39,498 shares; 2026Q1: 39,600 shares; 2026Q2: 38,863 shares 38,863 $4.29M 0.63% -737 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,962 shares; 2024Q4: 8,957 shares; 2025Q1: 8,969 shares; 2025Q2: 8,978 shares; 2025Q3: 8,971 shares; 2025Q4: 8,829 shares; 2026Q1: 8,573 shares; 2026Q2: 50,354 shares 50,354 $4.16M 0.61% +41,781 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,394 shares; 2024Q4: 37,449 shares; 2025Q1: 38,145 shares; 2025Q2: 38,398 shares; 2025Q3: 38,448 shares; 2025Q4: 34,750 shares; 2026Q1: 31,616 shares; 2026Q2: 30,106 shares 30,106 $4.08M 0.6% -1,510 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: 37,717 shares; 2024Q4: 36,556 shares; 2025Q1: 36,825 shares; 2025Q2: 37,127 shares; 2025Q3: 37,116 shares; 2025Q4: 73,907 shares; 2026Q1: 74,241 shares; 2026Q2: 74,255 shares 74,255 $3.94M 0.58% +14 Timeline SDY 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: 24,949 shares; 2024Q4: 24,870 shares; 2025Q1: 25,051 shares; 2025Q2: 25,215 shares; 2025Q3: 25,364 shares; 2025Q4: 25,614 shares; 2026Q1: 25,708 shares; 2026Q2: 25,395 shares 25,395 $3.86M 0.57% -313 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 64,482 shares; 2024Q4: 64,568 shares; 2025Q1: 57,479 shares; 2025Q2: 57,302 shares; 2025Q3: 56,638 shares; 2025Q4: 55,767 shares; 2026Q1: 54,992 shares; 2026Q2: 54,538 shares 54,538 $3.85M 0.56% -454 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,684 shares; 2024Q4: 9,441 shares; 2025Q1: 9,388 shares; 2025Q2: 9,430 shares; 2025Q3: 9,461 shares; 2025Q4: 12,728 shares; 2026Q1: 22,093 shares; 2026Q2: 23,125 shares 23,125 $3.63M 0.53% +1,032 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: 5,101 shares; 2024Q4: 5,014 shares; 2025Q1: 5,036 shares; 2025Q2: 5,008 shares; 2025Q3: 5,021 shares; 2025Q4: 4,994 shares; 2026Q1: 4,675 shares; 2026Q2: 4,532 shares 4,532 $3.38M 0.5% -143 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: 15,235 shares; 2024Q4: 15,305 shares; 2025Q1: 15,348 shares; 2025Q2: 15,409 shares; 2025Q3: 15,316 shares; 2025Q4: 15,390 shares; 2026Q1: 15,429 shares; 2026Q2: 15,279 shares 15,279 $3.38M 0.49% -150 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,699 shares; 2024Q4: 4,711 shares; 2025Q1: 4,726 shares; 2025Q2: 4,738 shares; 2025Q3: 4,752 shares; 2025Q4: 4,764 shares; 2026Q1: 4,800 shares; 2026Q2: 4,751 shares 4,751 $3.34M 0.49% -49 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: 6,986 shares; 2024Q4: 7,121 shares; 2025Q1: 7,121 shares; 2025Q2: 7,185 shares; 2025Q3: 7,090 shares; 2025Q4: 6,917 shares; 2026Q1: 6,815 shares; 2026Q2: 6,583 shares 6,583 $3.29M 0.48% -232 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: 40,851 shares; 2024Q4: 39,230 shares; 2025Q1: 39,547 shares; 2025Q2: 39,525 shares; 2025Q3: 35,458 shares; 2025Q4: 35,215 shares; 2026Q1: 35,391 shares; 2026Q2: 33,017 shares 33,017 $3.18M 0.47% -2,374 Timeline XBI 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: 24,146 shares; 2024Q4: 23,648 shares; 2025Q1: 23,650 shares; 2025Q2: 23,652 shares; 2025Q3: 23,657 shares; 2025Q4: 20,637 shares; 2026Q1: 20,433 shares; 2026Q2: 18,666 shares 18,666 $2.95M 0.43% -1,767 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: 80,627 shares; 2024Q4: 79,028 shares; 2025Q1: 78,708 shares; 2025Q2: 78,796 shares; 2025Q3: 78,796 shares; 2025Q4: 80,922 shares; 2026Q1: 80,922 shares; 2026Q2: 80,322 shares 80,322 $2.91M 0.43% -600 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: 7,466 shares; 2024Q4: 7,471 shares; 2025Q1: 7,182 shares; 2025Q2: 7,189 shares; 2025Q3: 7,305 shares; 2025Q4: 7,309 shares; 2026Q1: 7,483 shares; 2026Q2: 7,486 shares 7,486 $2.64M 0.39% +3 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: 33,108 shares; 2024Q4: 99,362 shares; 2025Q1: 94,875 shares; 2025Q2: 95,153 shares; 2025Q3: 95,426 shares; 2025Q4: 95,203 shares; 2026Q1: 91,489 shares; 2026Q2: 89,663 shares 89,663 $2.6M 0.38% -1,826 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: 28,436 shares; 2024Q4: 26,988 shares; 2025Q1: 27,027 shares; 2025Q2: 27,771 shares; 2025Q3: 28,023 shares; 2025Q4: 25,296 shares; 2026Q1: 25,418 shares; 2026Q2: 24,989 shares 24,989 $2.47M 0.36% -429 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: 14,940 shares; 2024Q4: 15,066 shares; 2025Q1: 15,166 shares; 2025Q2: 15,286 shares; 2025Q3: 15,400 shares; 2025Q4: 15,546 shares; 2026Q1: 15,648 shares; 2026Q2: 15,755 shares 15,755 $2.46M 0.36% +107 Timeline DGT 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: 12,383 shares; 2024Q4: 12,487 shares; 2025Q1: 12,502 shares; 2025Q2: 12,579 shares; 2025Q3: 12,606 shares; 2025Q4: 12,780 shares; 2026Q1: 12,816 shares; 2026Q2: 12,898 shares 12,898 $2.38M 0.35% +82 Timeline MDYG 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: 21,251 shares; 2024Q4: 21,298 shares; 2025Q1: 21,091 shares; 2025Q2: 21,133 shares; 2025Q3: 20,901 shares; 2025Q4: 20,940 shares; 2026Q1: 19,845 shares; 2026Q2: 19,323 shares 19,323 $2.17M 0.32% -522 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: 33,209 shares; 2024Q4: 23,728 shares; 2025Q1: 23,851 shares; 2025Q2: 24,051 shares; 2025Q3: 23,555 shares; 2025Q4: 22,554 shares; 2026Q1: 22,656 shares; 2026Q2: 22,821 shares 22,821 $2.16M 0.32% +165 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: 13,675 shares; 2024Q4: 13,743 shares; 2025Q1: 13,814 shares; 2025Q2: 13,891 shares; 2025Q3: 13,970 shares; 2025Q4: 14,055 shares; 2026Q1: 14,109 shares; 2026Q2: 14,198 shares 14,198 $2.08M 0.3% +89 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,959 shares; 2024Q4: 3,963 shares; 2025Q1: 3,873 shares; 2025Q2: 3,873 shares; 2025Q3: 3,895 shares; 2025Q4: 3,888 shares; 2026Q1: 3,891 shares; 2026Q2: 23,237 shares 23,237 $2M 0.29% +19,346 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,039 shares; 2024Q4: 17,782 shares; 2025Q1: 18,076 shares; 2025Q2: 18,450 shares; 2025Q3: 18,827 shares; 2025Q4: 19,345 shares; 2026Q1: 19,704 shares; 2026Q2: 20,152 shares 20,152 $2M 0.29% +448 Timeline FREL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 72,384 shares; 2024Q4: 67,936 shares; 2025Q1: 65,196 shares; 2025Q2: 64,620 shares; 2025Q3: 64,610 shares; 2025Q4: 62,309 shares; 2026Q1: 62,644 shares; 2026Q2: 63,029 shares 63,029 $1.85M 0.27% +385 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,824 shares; 2024Q4: 3,838 shares; 2025Q1: 3,853 shares; 2025Q2: 3,867 shares; 2025Q3: 3,880 shares; 2025Q4: 3,891 shares; 2026Q1: 3,902 shares; 2026Q2: 3,910 shares 3,910 $1.55M 0.23% +8 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: 3,799 shares; 2024Q4: 3,741 shares; 2025Q1: 3,648 shares; 2025Q2: 3,651 shares; 2025Q3: 3,630 shares; 2025Q4: 3,505 shares; 2026Q1: 3,084 shares; 2026Q2: 12,340 shares 12,340 $1.53M 0.22% +9,256 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,070 shares; 2024Q4: 7,071 shares; 2025Q1: 7,303 shares; 2025Q2: 7,324 shares; 2025Q3: 7,325 shares; 2025Q4: 7,325 shares; 2026Q1: 7,585 shares; 2026Q2: 7,593 shares 7,593 $1.52M 0.22% +8 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: 33,822 shares; 2024Q4: 25,656 shares; 2025Q1: 24,354 shares; 2025Q2: 25,642 shares; 2025Q3: 25,749 shares; 2025Q4: 26,041 shares; 2026Q1: 25,310 shares; 2026Q2: 25,221 shares 25,221 $1.51M 0.22% -89 Timeline BRK-A 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: 200 shares; 2024Q4: 200 shares; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 2 shares; 2026Q1: 2 shares; 2026Q2: 2 shares 2 $1.5M 0.22% 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: 12,993 shares; 2024Q4: 12,993 shares; 2025Q1: 13,023 shares; 2025Q2: 13,091 shares; 2025Q3: 13,122 shares; 2025Q4: 13,122 shares; 2026Q1: 13,167 shares; 2026Q2: 13,216 shares 13,216 $1.5M 0.22% +49 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: 2,623 shares; 2024Q4: 2,624 shares; 2025Q1: 2,624 shares; 2025Q2: 2,626 shares; 2025Q3: 2,626 shares; 2025Q4: 2,627 shares; 2026Q1: 2,474 shares; 2026Q2: 2,475 shares 2,475 $1.39M 0.2% +1 Timeline VDE 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: 9,705 shares; 2024Q4: 9,670 shares; 2025Q1: 9,735 shares; 2025Q2: 9,683 shares; 2025Q3: 9,752 shares; 2025Q4: 9,827 shares; 2026Q1: 9,357 shares; 2026Q2: 9,051 shares 9,051 $1.36M 0.2% -306 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: 26,343 shares; 2024Q4: 25,633 shares; 2025Q1: 25,758 shares; 2025Q2: 25,437 shares; 2025Q3: 25,576 shares; 2025Q4: 25,741 shares; 2026Q1: 25,835 shares; 2026Q2: 24,003 shares 24,003 $1.35M 0.2% -1,832 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,240 shares; 2024Q4: 14,300 shares; 2025Q1: 14,357 shares; 2025Q2: 14,414 shares; 2025Q3: 14,471 shares; 2025Q4: 14,528 shares; 2026Q1: 14,599 shares; 2026Q2: 14,446 shares 14,446 $1.31M 0.19% -153 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,628 shares; 2024Q4: 38,164 shares; 2025Q1: 38,202 shares; 2025Q2: 38,239 shares; 2025Q3: 38,275 shares; 2025Q4: 38,312 shares; 2026Q1: 38,362 shares; 2026Q2: 38,400 shares 38,400 $1.3M 0.19% +38 Timeline SCHR 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: 23,756 shares; 2024Q4: 47,348 shares; 2025Q1: 47,638 shares; 2025Q2: 48,062 shares; 2025Q3: 48,489 shares; 2025Q4: 49,049 shares; 2026Q1: 53,320 shares; 2026Q2: 52,690 shares 52,690 $1.3M 0.19% -630 Timeline IHE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,616 shares; 2024Q4: 12,656 shares; 2025Q1: 12,708 shares; 2025Q2: 12,769 shares; 2025Q3: 12,825 shares; 2025Q4: 12,913 shares; 2026Q1: 12,957 shares; 2026Q2: 12,997 shares 12,997 $1.29M 0.19% +40 Timeline SCHY 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: 13,253 shares; 2024Q4: not reported; 2025Q1: 8,139 shares; 2025Q2: 9,437 shares; 2025Q3: 26,629 shares; 2025Q4: 38,906 shares; 2026Q1: 39,127 shares; 2026Q2: 37,899 shares 37,899 $1.2M 0.18% -1,228 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,878 shares; 2024Q4: 46,637 shares; 2025Q1: 44,838 shares; 2025Q2: 45,416 shares; 2025Q3: 46,409 shares; 2025Q4: 44,981 shares; 2026Q1: 47,678 shares; 2026Q2: 47,191 shares 47,191 $1.14M 0.17% -487 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,491 shares; 2024Q4: 2,500 shares; 2025Q1: 2,511 shares; 2025Q2: 2,524 shares; 2025Q3: 2,535 shares; 2025Q4: 2,543 shares; 2026Q1: 2,555 shares; 2026Q2: 2,563 shares 2,563 $1.11M 0.16% +8 Timeline FNDF 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: 15,775 shares; 2024Q4: 15,884 shares; 2025Q1: 17,481 shares; 2025Q2: 19,420 shares; 2025Q3: 20,007 shares; 2025Q4: 20,594 shares; 2026Q1: 20,594 shares; 2026Q2: 20,416 shares 20,416 $1.08M 0.16% -178 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: 2,054 shares; 2024Q4: 2,169 shares; 2025Q1: 2,743 shares; 2025Q2: 2,726 shares; 2025Q3: 2,729 shares; 2025Q4: 5,533 shares; 2026Q1: 5,540 shares; 2026Q2: 5,547 shares 5,547 $1.06M 0.15% +7 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: 5,962 shares; 2024Q4: 5,954 shares; 2025Q1: 5,693 shares; 2025Q2: 5,701 shares; 2025Q3: 5,709 shares; 2025Q4: 5,718 shares; 2026Q1: 5,724 shares; 2026Q2: 5,439 shares 5,439 $1.02M 0.15% -285 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: 11,122 shares; 2024Q4: 11,200 shares; 2025Q1: 11,273 shares; 2025Q2: 11,356 shares; 2025Q3: 11,555 shares; 2025Q4: 11,619 shares; 2026Q1: 10,731 shares; 2026Q2: 7,927 shares 7,927 $931K 0.14% -2,804 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: 6,805 shares; 2024Q4: 6,849 shares; 2025Q1: 6,900 shares; 2025Q2: 6,818 shares; 2025Q3: 6,880 shares; 2025Q4: 6,724 shares; 2026Q1: 6,915 shares; 2026Q2: 6,960 shares 6,960 $894K 0.13% +45 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: 7,903 shares; 2024Q4: 7,951 shares; 2025Q1: 7,999 shares; 2025Q2: 8,050 shares; 2025Q3: 8,108 shares; 2025Q4: 8,181 shares; 2026Q1: 8,544 shares; 2026Q2: 8,632 shares 8,632 $849K 0.12% +88 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,445 shares; 2024Q4: 2,445 shares; 2025Q1: 2,197 shares; 2025Q2: 1,862 shares; 2025Q3: 1,862 shares; 2025Q4: 1,862 shares; 2026Q1: 1,862 shares; 2026Q2: 1,862 shares 1,862 $843K 0.12% 0 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,555 shares; 2024Q4: 2,559 shares; 2025Q1: 2,562 shares; 2025Q2: 2,365 shares; 2025Q3: 2,368 shares; 2025Q4: 2,372 shares; 2026Q1: 2,299 shares; 2026Q2: 2,302 shares 2,302 $842K 0.12% +3 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: 8,160 shares; 2024Q4: 8,255 shares; 2025Q1: 8,275 shares; 2025Q2: 11,820 shares; 2025Q3: 11,839 shares; 2025Q4: 11,725 shares; 2026Q1: 11,699 shares; 2026Q2: 11,722 shares 11,722 $835K 0.12% +23 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: 8,932 shares; 2024Q4: 9,080 shares; 2025Q1: 9,107 shares; 2025Q2: 9,171 shares; 2025Q3: 9,212 shares; 2025Q4: 9,376 shares; 2026Q1: 9,385 shares; 2026Q2: 9,427 shares 9,427 $806K 0.12% +42 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,046 shares; 2024Q4: 9,046 shares; 2025Q1: 9,046 shares; 2025Q2: 9,046 shares; 2025Q3: 9,046 shares; 2025Q4: 9,046 shares; 2026Q1: 9,046 shares; 2026Q2: 9,046 shares 9,046 $784K 0.11% 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: 9,721 shares; 2024Q4: 9,806 shares; 2025Q1: 9,852 shares; 2025Q2: 9,402 shares; 2025Q3: 9,472 shares; 2025Q4: 9,567 shares; 2026Q1: 9,614 shares; 2026Q2: 9,688 shares 9,688 $755K 0.11% +74 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 982 shares; 2024Q4: 984 shares; 2025Q1: 984 shares; 2025Q2: 984 shares; 2025Q3: 985 shares; 2025Q4: 986 shares; 2026Q1: 986 shares; 2026Q2: 986 shares 986 $747K 0.11% 0 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,112 shares; 2026Q2: 5,112 shares 5,112 $714K 0.1% 0 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: 2,802 shares; 2024Q4: 2,802 shares; 2025Q1: 2,802 shares; 2025Q2: 2,802 shares; 2025Q3: 2,802 shares; 2025Q4: 2,770 shares; 2026Q1: 2,770 shares; 2026Q2: 2,770 shares 2,770 $699K 0.1% 0 Timeline BYLD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,717 shares; 2024Q4: 30,772 shares; 2025Q1: 31,051 shares; 2025Q2: 31,470 shares; 2025Q3: 31,887 shares; 2025Q4: 30,702 shares; 2026Q1: 28,721 shares; 2026Q2: 29,108 shares 29,108 $659K 0.1% +387 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: 1,711 shares; 2024Q4: 1,720 shares; 2025Q1: 1,728 shares; 2025Q2: 1,738 shares; 2025Q3: 1,745 shares; 2025Q4: 1,736 shares; 2026Q1: 1,862 shares; 2026Q2: 1,817 shares 1,817 $595K 0.09% -45 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,537 shares; 2024Q4: 7,595 shares; 2025Q1: 7,017 shares; 2025Q2: 6,556 shares; 2025Q3: 6,627 shares; 2025Q4: 6,299 shares; 2026Q1: 6,371 shares; 2026Q2: 6,037 shares 6,037 $557K 0.08% -334 Timeline SKYD PARAMOUNT SKYDANCE CORP More: the full row for PARAMOUNT SKYDANCE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 52,880 shares; 2025Q4: 52,886 shares; 2026Q1: 53,679 shares; 2026Q2: 53,697 shares 53,697 $529K 0.08% +18 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,267 shares; 2024Q4: 1,271 shares; 2025Q1: 1,275 shares; 2025Q2: 1,278 shares; 2025Q3: 1,281 shares; 2025Q4: 1,285 shares; 2026Q1: 1,288 shares; 2026Q2: 1,291 shares 1,291 $529K 0.08% +3 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,759 shares; 2024Q4: 1,761 shares; 2025Q1: 1,763 shares; 2025Q2: 1,766 shares; 2025Q3: 1,769 shares; 2025Q4: 1,772 shares; 2026Q1: 1,775 shares; 2026Q2: 1,778 shares 1,778 $524K 0.08% +3 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,418 shares; 2024Q4: 8,448 shares; 2025Q1: 7,259 shares; 2025Q2: 7,304 shares; 2025Q3: 7,348 shares; 2025Q4: 7,053 shares; 2026Q1: 7,143 shares; 2026Q2: 7,189 shares 7,189 $524K 0.08% +46 Timeline AIZ ASSURANT INC More: the full row for ASSURANT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,666 shares; 2024Q4: 3,299 shares; 2025Q1: 2,969 shares; 2025Q2: 2,969 shares; 2025Q3: 2,671 shares; 2025Q4: 2,404 shares; 2026Q1: 2,164 shares; 2026Q2: 1,947 shares 1,947 $523K 0.08% -217 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23,300 shares; 2025Q3: 22,641 shares; 2025Q4: 18,928 shares; 2026Q1: 19,103 shares; 2026Q2: 15,586 shares 15,586 $510K 0.07% -3,517 Timeline MLRG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,754 shares; 2024Q4: 7,776 shares; 2025Q1: 7,798 shares; 2025Q2: 7,818 shares; 2025Q3: 7,837 shares; 2025Q4: 7,859 shares; 2026Q1: 5,032 shares; 2026Q2: 4,633 shares 4,633 $480K 0.07% -399 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: 1,392 shares; 2024Q4: 1,402 shares; 2025Q1: 3,001 shares; 2025Q2: 3,019 shares; 2025Q3: 3,028 shares; 2025Q4: 2,235 shares; 2026Q1: 1,700 shares; 2026Q2: 1,707 shares 1,707 $480K 0.07% +7 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: 8,474 shares; 2024Q4: 8,578 shares; 2025Q1: 8,578 shares; 2025Q2: 8,636 shares; 2025Q3: 8,636 shares; 2025Q4: 8,712 shares; 2026Q1: 8,109 shares; 2026Q2: 8,140 shares 8,140 $469K 0.07% +31 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,245 shares; 2024Q4: 1,247 shares; 2025Q1: 1,248 shares; 2025Q2: 1,252 shares; 2025Q3: 1,252 shares; 2025Q4: 1,253 shares; 2026Q1: 1,236 shares; 2026Q2: 1,237 shares 1,237 $462K 0.07% +1 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,510 shares; 2024Q4: 4,520 shares; 2025Q1: 4,528 shares; 2025Q2: 4,536 shares; 2025Q3: 4,544 shares; 2025Q4: 4,556 shares; 2026Q1: 4,563 shares; 2026Q2: 4,568 shares 4,568 $449K 0.07% +5 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: 1,762 shares; 2024Q4: 1,767 shares; 2025Q1: 1,773 shares; 2025Q2: 1,702 shares; 2025Q3: 1,691 shares; 2025Q4: 1,071 shares; 2026Q1: 1,192 shares; 2026Q2: 994 shares 994 $413K 0.06% -198 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: 2,202 shares; 2024Q4: 2,217 shares; 2025Q1: 2,232 shares; 2025Q2: 2,252 shares; 2025Q3: 2,267 shares; 2025Q4: 2,278 shares; 2026Q1: 2,926 shares; 2026Q2: 2,940 shares 2,940 $402K 0.06% +14 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,097 shares; 2024Q4: 4,568 shares; 2025Q1: 4,597 shares; 2025Q2: 4,641 shares; 2025Q3: 4,685 shares; 2025Q4: 4,678 shares; 2026Q1: 4,699 shares; 2026Q2: 4,741 shares 4,741 $389K 0.06% +42 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 294 shares; 2026Q2: 294 shares 294 $345K 0.05% 0 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,752 shares; 2024Q4: 1,753 shares; 2025Q1: 1,754 shares; 2025Q2: 1,754 shares; 2025Q3: 1,754 shares; 2025Q4: 1,752 shares; 2026Q1: 1,756 shares; 2026Q2: 1,756 shares 1,756 $334K 0.05% 0 Timeline RSPM 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: 10,353 shares; 2024Q4: 10,043 shares; 2025Q1: 8,996 shares; 2025Q2: 8,920 shares; 2025Q3: 8,963 shares; 2025Q4: 8,875 shares; 2026Q1: 8,325 shares; 2026Q2: 8,370 shares 8,370 $323K 0.05% +45 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: 6,212 shares; 2024Q4: 6,226 shares; 2025Q1: 6,237 shares; 2025Q2: 6,247 shares; 2025Q3: 6,258 shares; 2025Q4: 6,268 shares; 2026Q1: 5,832 shares; 2026Q2: 5,841 shares 5,841 $313K 0.05% +9 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 799 shares; 2024Q4: 800 shares; 2025Q1: 800 shares; 2025Q2: 802 shares; 2025Q3: 802 shares; 2025Q4: 802 shares; 2026Q1: 907 shares; 2026Q2: 908 shares 908 $312K 0.05% +1 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,484 shares; 2024Q4: 2,497 shares; 2025Q1: 2,514 shares; 2025Q2: 2,376 shares; 2025Q3: 2,391 shares; 2025Q4: 2,404 shares; 2026Q1: 2,351 shares; 2026Q2: 2,365 shares 2,365 $299K 0.04% +14 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,959 shares; 2024Q4: 14,069 shares; 2025Q1: 13,879 shares; 2025Q2: 14,024 shares; 2025Q3: 14,183 shares; 2025Q4: 14,334 shares; 2026Q1: 13,153 shares; 2026Q2: 13,363 shares 13,363 $293K 0.04% +210 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 910 shares; 2025Q4: 912 shares; 2026Q1: 914 shares; 2026Q2: 915 shares 915 $275K 0.04% +1 Timeline QLD PROSHARES TR More: the full row for PROSHARES 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: 2,752 shares 2,752 $266K 0.04% new 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: not reported; 2025Q1: not reported; 2025Q2: 3,225 shares; 2025Q3: 3,225 shares; 2025Q4: 3,225 shares; 2026Q1: 3,225 shares; 2026Q2: 3,225 shares 3,225 $244K 0.04% 0 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,108 shares; 2024Q4: 3,125 shares; 2025Q1: 3,143 shares; 2025Q2: 3,162 shares; 2025Q3: 3,181 shares; 2025Q4: 3,202 shares; 2026Q1: 2,619 shares; 2026Q2: 2,635 shares 2,635 $242K 0.04% +16 Timeline SLYG 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: 3,219 shares; 2024Q4: 3,232 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,896 shares 1,896 $226K 0.03% new Timeline XERS XERIS BIOPHARMA HOLDINGS INC More: the full row for XERIS BIOPHARMA HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,480 shares; 2024Q4: 26,480 shares; 2025Q1: 26,480 shares; 2025Q2: 26,480 shares; 2025Q3: 26,480 shares; 2025Q4: 26,480 shares; 2026Q1: 26,480 shares; 2026Q2: 26,480 shares 26,480 $210K 0.03% 0 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,416 shares; 2024Q4: 2,434 shares; 2025Q1: 2,452 shares; 2025Q2: 2,471 shares; 2025Q3: 2,490 shares; 2025Q4: 2,509 shares; 2026Q1: 2,530 shares; 2026Q2: 2,551 shares 2,551 $207K 0.03% +21 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,388 shares; 2025Q3: 2,395 shares; 2025Q4: 2,401 shares; 2026Q1: 2,297 shares; 2026Q2: 2,225 shares 2,225 $205K 0.03% -72 Timeline NWL NEWELL BRANDS INC More: the full row for NEWELL BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,783 shares; 2024Q4: 15,049 shares; 2025Q1: 13,075 shares; 2025Q2: 13,075 shares; 2025Q3: 13,075 shares; 2025Q4: 13,075 shares; 2026Q1: 11,274 shares; 2026Q2: 11,274 shares 11,274 $69.2K 0.01% 0 Timeline