IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,807 shares; 2024Q4: 52,915 shares; 2025Q1: 52,429 shares; 2025Q2: 49,901 shares; 2025Q3: 49,415 shares; 2025Q4: 48,963 shares; 2026Q1: 54,553 shares; 2026Q2: 53,211 shares 53,211 $39.8M 13.53% -1,342 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: 42,110 shares; 2024Q4: 41,554 shares; 2025Q1: 41,513 shares; 2025Q2: 39,200 shares; 2025Q3: 38,583 shares; 2025Q4: 38,448 shares; 2026Q1: 45,953 shares; 2026Q2: 45,449 shares 45,449 $33.5M 11.36% -504 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: 349,965 shares; 2024Q4: 328,896 shares; 2025Q1: 320,946 shares; 2025Q2: 304,703 shares; 2025Q3: 314,271 shares; 2025Q4: 327,436 shares; 2026Q1: 413,737 shares; 2026Q2: 415,135 shares 415,135 $21.9M 7.44% +1,398 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: 45,266 shares; 2024Q4: 44,852 shares; 2025Q1: 43,744 shares; 2025Q2: 41,229 shares; 2025Q3: 40,042 shares; 2025Q4: 38,836 shares; 2026Q1: 43,093 shares; 2026Q2: 41,158 shares 41,158 $20.6M 6.99% -1,935 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: 219,155 shares; 2024Q4: 219,038 shares; 2025Q1: 215,450 shares; 2025Q2: 203,844 shares; 2025Q3: 198,605 shares; 2025Q4: 199,473 shares; 2026Q1: 224,228 shares; 2026Q2: 220,317 shares 220,317 $17M 5.77% -3,911 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: 22,010 shares; 2024Q4: 25,052 shares; 2025Q1: 27,409 shares; 2025Q2: 26,658 shares; 2025Q3: 26,566 shares; 2025Q4: 27,889 shares; 2026Q1: 35,091 shares; 2026Q2: 35,796 shares 35,796 $10.9M 3.68% +705 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,422 shares; 2024Q4: 26,113 shares; 2025Q1: 27,893 shares; 2025Q2: 27,275 shares; 2025Q3: 28,119 shares; 2025Q4: 30,046 shares; 2026Q1: 42,632 shares; 2026Q2: 42,657 shares 42,657 $9.68M 3.29% +25 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,395 shares; 2024Q4: 11,945 shares; 2025Q1: 11,071 shares; 2025Q2: 10,824 shares; 2025Q3: 10,994 shares; 2025Q4: 11,166 shares; 2026Q1: 15,263 shares; 2026Q2: 14,994 shares 14,994 $9.61M 3.26% -269 Timeline SCHD 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: 54,437 shares; 2024Q4: 181,630 shares; 2025Q1: 215,540 shares; 2025Q2: 207,390 shares; 2025Q3: 208,034 shares; 2025Q4: 213,475 shares; 2026Q1: 279,698 shares; 2026Q2: 300,191 shares 300,191 $9.52M 3.23% +20,493 Timeline GTO INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 256,782 shares; 2024Q4: 241,635 shares; 2025Q1: 211,633 shares; 2025Q2: 198,553 shares; 2025Q3: 194,547 shares; 2025Q4: 194,617 shares; 2026Q1: 207,784 shares; 2026Q2: 192,081 shares 192,081 $9M 3.06% -15,703 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: 17,258 shares; 2024Q4: 17,459 shares; 2025Q1: 17,447 shares; 2025Q2: 17,521 shares; 2025Q3: 17,521 shares; 2025Q4: 17,607 shares; 2026Q1: 17,826 shares; 2026Q2: 17,875 shares 17,875 $7.52M 2.55% +49 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,273 shares; 2024Q4: 6,336 shares; 2025Q1: 7,402 shares; 2025Q2: 7,085 shares; 2025Q3: 7,468 shares; 2025Q4: 8,928 shares; 2026Q1: 17,324 shares; 2026Q2: 21,244 shares 21,244 $7.28M 2.47% +3,920 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: 15,225 shares; 2024Q4: 21,476 shares; 2025Q1: 23,194 shares; 2025Q2: 22,378 shares; 2025Q3: 22,004 shares; 2025Q4: 22,350 shares; 2026Q1: 33,022 shares; 2026Q2: 32,870 shares 32,870 $7.21M 2.45% -152 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 18,773 shares; 2025Q1: 38,307 shares; 2025Q2: 43,714 shares; 2025Q3: 48,337 shares; 2025Q4: 56,678 shares; 2026Q1: 90,079 shares; 2026Q2: 92,373 shares 92,373 $6.28M 2.13% +2,294 Timeline XSHQ 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: 61,938 shares; 2024Q4: 88,429 shares; 2025Q1: 100,300 shares; 2025Q2: 94,315 shares; 2025Q3: 93,591 shares; 2025Q4: 95,937 shares; 2026Q1: 131,997 shares; 2026Q2: 125,141 shares 125,141 $6.05M 2.05% -6,856 Timeline HYDB 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: 12,170 shares; 2025Q1: 56,757 shares; 2025Q2: 67,167 shares; 2025Q3: 71,226 shares; 2025Q4: 73,221 shares; 2026Q1: 105,420 shares; 2026Q2: 117,216 shares 117,216 $5.48M 1.86% +11,796 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: 18,598 shares; 2024Q4: 19,089 shares; 2025Q1: 19,420 shares; 2025Q2: 18,498 shares; 2025Q3: 18,897 shares; 2025Q4: 19,040 shares; 2026Q1: 28,092 shares; 2026Q2: 25,958 shares 25,958 $4.42M 1.5% -2,134 Timeline VIGI 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: 4,138 shares; 2024Q4: 13,425 shares; 2025Q1: 16,094 shares; 2025Q2: 17,252 shares; 2025Q3: 20,319 shares; 2025Q4: 24,919 shares; 2026Q1: 46,207 shares; 2026Q2: 46,515 shares 46,515 $4.34M 1.47% +308 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,677 shares; 2024Q4: 46,214 shares; 2025Q1: 43,174 shares; 2025Q2: 39,717 shares; 2025Q3: not reported; 2025Q4: 39,744 shares; 2026Q1: 43,022 shares; 2026Q2: 45,432 shares 45,432 $4.34M 1.47% +2,410 Timeline VOOV 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: 2,032 shares; 2024Q4: 5,299 shares; 2025Q1: 9,156 shares; 2025Q2: 9,504 shares; 2025Q3: 9,572 shares; 2025Q4: 10,918 shares; 2026Q1: 17,189 shares; 2026Q2: 17,824 shares 17,824 $3.91M 1.33% +635 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,261 shares; 2024Q4: 15,056 shares; 2025Q1: 25,414 shares; 2025Q2: 24,621 shares; 2025Q3: 25,231 shares; 2025Q4: 25,874 shares; 2026Q1: 44,777 shares; 2026Q2: 54,547 shares 54,547 $3.35M 1.14% +9,770 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: 10,845 shares; 2024Q4: 13,028 shares; 2025Q1: 13,072 shares; 2025Q2: 13,190 shares; 2025Q3: 13,227 shares; 2025Q4: 13,240 shares; 2026Q1: 15,984 shares; 2026Q2: 16,582 shares 16,582 $3.32M 1.13% +598 Timeline SPGP 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: 25,361 shares; 2024Q4: 25,239 shares; 2025Q1: 21,687 shares; 2025Q2: 18,109 shares; 2025Q3: 17,890 shares; 2025Q4: 17,842 shares; 2026Q1: 26,419 shares; 2026Q2: 24,028 shares 24,028 $2.94M 1% -2,391 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 15,541 shares; 2025Q1: 26,180 shares; 2025Q2: 23,647 shares; 2025Q3: 23,945 shares; 2025Q4: 30,216 shares; 2026Q1: 55,419 shares; 2026Q2: 55,828 shares 55,828 $2.92M 0.99% +409 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,085 shares; 2025Q1: 12,831 shares; 2025Q2: 18,016 shares; 2025Q3: 19,468 shares; 2025Q4: 21,277 shares; 2026Q1: 31,406 shares; 2026Q2: 33,163 shares 33,163 $2.51M 0.85% +1,757 Timeline PYLD 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: 15,889 shares; 2024Q4: 35,005 shares; 2025Q1: 43,019 shares; 2025Q2: 42,482 shares; 2025Q3: 43,538 shares; 2025Q4: 46,592 shares; 2026Q1: 85,546 shares; 2026Q2: 86,911 shares 86,911 $2.3M 0.78% +1,365 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: 5,236 shares; 2024Q4: 5,239 shares; 2025Q1: 5,242 shares; 2025Q2: 5,643 shares; 2025Q3: 5,724 shares; 2025Q4: 5,479 shares; 2026Q1: 7,043 shares; 2026Q2: 7,317 shares 7,317 $2.12M 0.72% +274 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO 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: 134,268 shares; 2026Q1: 102,517 shares; 2026Q2: 34,934 shares 34,934 $1.86M 0.63% -67,583 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,247 shares; 2025Q3: 4,401 shares; 2025Q4: 7,623 shares; 2026Q1: 12,178 shares; 2026Q2: 13,553 shares 13,553 $1.73M 0.59% +1,375 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: 12,067 shares; 2024Q4: 12,099 shares; 2025Q1: 12,131 shares; 2025Q2: 12,161 shares; 2025Q3: 12,189 shares; 2025Q4: 12,219 shares; 2026Q1: 12,251 shares; 2026Q2: 12,277 shares 12,277 $1.62M 0.55% +26 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,690 shares; 2024Q4: 4,267 shares; 2025Q1: 6,297 shares; 2025Q2: 5,340 shares; 2025Q3: 5,233 shares; 2025Q4: 6,348 shares; 2026Q1: 11,687 shares; 2026Q2: 11,927 shares 11,927 $1.48M 0.5% +240 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,044 shares; 2024Q4: 2,044 shares; 2025Q1: 2,044 shares; 2025Q2: 2,044 shares; 2025Q3: 2,044 shares; 2025Q4: 2,046 shares; 2026Q1: 3,663 shares; 2026Q2: 3,666 shares 3,666 $1.46M 0.49% +3 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,186 shares; 2026Q2: 2,073 shares 2,073 $1.36M 0.46% -113 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST 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: 11,715 shares; 2026Q2: 25,679 shares 25,679 $1.35M 0.46% +13,964 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: 1,168 shares; 2024Q4: 1,110 shares; 2025Q1: 1,112 shares; 2025Q2: 1,112 shares; 2025Q3: 1,056 shares; 2025Q4: 1,027 shares; 2026Q1: 1,978 shares; 2026Q2: 1,938 shares 1,938 $1.33M 0.45% -40 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: 3,979 shares; 2024Q4: 3,984 shares; 2025Q1: 3,990 shares; 2025Q2: 3,990 shares; 2025Q3: 3,994 shares; 2025Q4: 4,003 shares; 2026Q1: 4,230 shares; 2026Q2: 4,234 shares 4,234 $1.3M 0.44% +4 Timeline FNDX 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: 12,957 shares; 2024Q4: 39,222 shares; 2025Q1: 39,321 shares; 2025Q2: 35,122 shares; 2025Q3: 35,212 shares; 2025Q4: 35,232 shares; 2026Q1: 39,450 shares; 2026Q2: 39,741 shares 39,741 $1.24M 0.42% +291 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: 5,606 shares; 2024Q4: 5,610 shares; 2025Q1: 4,578 shares; 2025Q2: 4,582 shares; 2025Q3: 4,595 shares; 2025Q4: 4,598 shares; 2026Q1: 4,711 shares; 2026Q2: 4,606 shares 4,606 $1.17M 0.4% -105 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO 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: 3,378 shares; 2026Q2: 3,344 shares 3,344 $1.12M 0.38% -34 Timeline IBHF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 38,272 shares; 2026Q2: 38,834 shares 38,834 $880K 0.3% +562 Timeline MINT 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,958 shares; 2026Q2: 8,420 shares 8,420 $849K 0.29% +3,462 Timeline IBDR 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: 9,308 shares; 2025Q3: 9,353 shares; 2025Q4: 25,261 shares; 2026Q1: 31,429 shares; 2026Q2: 34,689 shares 34,689 $841K 0.29% +3,260 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,941 shares; 2026Q2: 32,494 shares 32,494 $787K 0.27% +16,553 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: 22,389 shares; 2024Q4: 15,418 shares; 2025Q1: 13,388 shares; 2025Q2: 13,164 shares; 2025Q3: 13,115 shares; 2025Q4: 12,359 shares; 2026Q1: 12,526 shares; 2026Q2: 8,349 shares 8,349 $770K 0.26% -4,177 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,225 shares; 2026Q1: 7,202 shares; 2026Q2: 7,144 shares 7,144 $742K 0.25% -58 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: 1,229 shares; 2024Q4: 1,229 shares; 2025Q1: 1,229 shares; 2025Q2: 1,229 shares; 2025Q3: 1,284 shares; 2025Q4: 1,283 shares; 2026Q1: 2,786 shares; 2026Q2: 2,968 shares 2,968 $707K 0.24% +182 Timeline IBTG 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: 15,878 shares; 2025Q1: 15,971 shares; 2025Q2: 16,075 shares; 2025Q3: 16,181 shares; 2025Q4: 16,879 shares; 2026Q1: 28,522 shares; 2026Q2: 28,766 shares 28,766 $658K 0.22% +244 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: 879 shares; 2024Q4: 867 shares; 2025Q1: 868 shares; 2025Q2: 868 shares; 2025Q3: 869 shares; 2025Q4: 870 shares; 2026Q1: 1,552 shares; 2026Q2: 7,623 shares 7,623 $657K 0.22% +6,071 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: 2,708 shares; 2024Q4: 2,662 shares; 2025Q1: 2,662 shares; 2025Q2: 2,662 shares; 2025Q3: 2,662 shares; 2025Q4: 2,662 shares; 2026Q1: 2,662 shares; 2026Q2: 2,662 shares 2,662 $630K 0.21% 0 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: 1,218 shares; 2024Q4: 1,220 shares; 2025Q1: 1,221 shares; 2025Q2: 1,213 shares; 2025Q3: 1,188 shares; 2025Q4: 1,186 shares; 2026Q1: 1,513 shares; 2026Q2: 1,645 shares 1,645 $614K 0.21% +132 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,086 shares; 2026Q1: 16,663 shares; 2026Q2: 24,288 shares 24,288 $613K 0.21% +7,625 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: 1,434 shares; 2024Q4: 1,435 shares; 2025Q1: 1,387 shares; 2025Q2: 1,388 shares; 2025Q3: 1,349 shares; 2025Q4: 1,286 shares; 2026Q1: 1,718 shares; 2026Q2: 1,705 shares 1,705 $603K 0.2% -13 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: 5,431 shares; 2024Q4: 5,504 shares; 2025Q1: 5,504 shares; 2025Q2: 5,608 shares; 2025Q3: 5,608 shares; 2025Q4: 5,714 shares; 2026Q1: 5,714 shares; 2026Q2: 5,804 shares 5,804 $597K 0.2% +90 Timeline IDMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,297 shares 9,297 $561K 0.19% new Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,979 shares; 2026Q2: 22,106 shares 22,106 $495K 0.17% +127 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 651 shares; 2025Q4: not reported; 2026Q1: 1,210 shares; 2026Q2: 1,278 shares 1,278 $483K 0.16% +68 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: 4,408 shares; 2024Q4: 4,457 shares; 2025Q1: 4,464 shares; 2025Q2: 4,102 shares; 2025Q3: 4,116 shares; 2025Q4: 4,160 shares; 2026Q1: 4,814 shares; 2026Q2: 4,827 shares 4,827 $413K 0.14% +13 Timeline IBTI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,969 shares; 2026Q2: 18,077 shares 18,077 $400K 0.14% +108 Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,706 shares; 2026Q2: 16,969 shares 16,969 $393K 0.13% +3,263 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: 1,425 shares; 2024Q4: 1,433 shares; 2025Q1: 1,439 shares; 2025Q2: 1,445 shares; 2025Q3: 1,451 shares; 2025Q4: 1,458 shares; 2026Q1: 1,708 shares; 2026Q2: 1,714 shares 1,714 $389K 0.13% +6 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F 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: 7,410 shares; 2026Q2: 6,861 shares 6,861 $388K 0.13% -549 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD 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: 8,662 shares; 2026Q2: 8,662 shares 8,662 $369K 0.13% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 846 shares; 2026Q2: 1,025 shares 1,025 $366K 0.12% +179 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 646 shares; 2026Q2: 2,721 shares 2,721 $338K 0.11% +2,075 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,828 shares; 2026Q2: 2,908 shares 2,908 $337K 0.11% +80 Timeline IBHG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,168 shares; 2026Q2: 14,346 shares 14,346 $317K 0.11% +5,178 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 540 shares 540 $314K 0.11% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,145 shares; 2026Q2: 1,146 shares 1,146 $278K 0.09% +1 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 141 shares; 2026Q2: 142 shares 142 $277K 0.09% +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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,230 shares; 2025Q4: 2,230 shares; 2026Q1: 2,806 shares; 2026Q2: 2,841 shares 2,841 $273K 0.09% +35 Timeline IBDW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,372 shares; 2026Q2: 13,051 shares 13,051 $272K 0.09% +679 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,141 shares; 2024Q4: 1,141 shares; 2025Q1: 1,141 shares; 2025Q2: 1,025 shares; 2025Q3: 1,031 shares; 2025Q4: 1,028 shares; 2026Q1: 967 shares; 2026Q2: 968 shares 968 $270K 0.09% +1 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 212 shares 212 $245K 0.08% new Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 338 shares 338 $243K 0.08% new Timeline VOX 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,310 shares; 2026Q2: 1,310 shares 1,310 $241K 0.08% 0 Timeline IBDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,705 shares 10,705 $233K 0.08% new Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,292 shares; 2026Q2: 1,293 shares 1,293 $228K 0.08% +1 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,720 shares 2,720 $225K 0.08% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 778 shares 778 $219K 0.07% new Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST 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: 5,062 shares 5,062 $218K 0.07% new Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,404 shares; 2026Q2: 1,429 shares 1,429 $216K 0.07% +25 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,002 shares 3,002 $214K 0.07% new Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,406 shares 1,406 $206K 0.07% new Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 553 shares 553 $205K 0.07% new Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 658 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 621 shares 621 $203K 0.07% new Timeline