MGV 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: 690,138 shares; 2024Q4: 701,296 shares; 2025Q1: 684,409 shares; 2025Q2: 600,060 shares; 2025Q3: 760,063 shares; 2025Q4: 776,946 shares; 2026Q1: 737,261 shares; 2026Q2: 757,229 shares 757,229 $124M 10.91% +19,968 Timeline MGK 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: 154,350 shares; 2024Q4: 164,395 shares; 2025Q1: 169,455 shares; 2025Q2: 160,522 shares; 2025Q3: 221,321 shares; 2025Q4: 220,286 shares; 2026Q1: 208,474 shares; 2026Q2: 1,096,819 shares 1,096,819 $96.4M 8.5% +888,345 Timeline SCHV 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: 345,655 shares; 2024Q4: 1,150,931 shares; 2025Q1: 1,223,119 shares; 2025Q2: 1,029,594 shares; 2025Q3: 1,275,770 shares; 2025Q4: 1,366,132 shares; 2026Q1: 1,411,012 shares; 2026Q2: 1,759,449 shares 1,759,449 $61.2M 5.4% +348,437 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: 190,858 shares; 2024Q4: 879,837 shares; 2025Q1: 939,889 shares; 2025Q2: 876,953 shares; 2025Q3: 1,119,655 shares; 2025Q4: 1,171,510 shares; 2026Q1: 1,260,173 shares; 2026Q2: 1,780,462 shares 1,780,462 $60.3M 5.31% +520,289 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: 224,351 shares; 2024Q4: 340,356 shares; 2025Q1: 365,143 shares; 2025Q2: 322,654 shares; 2025Q3: 394,546 shares; 2025Q4: 426,781 shares; 2026Q1: 449,571 shares; 2026Q2: 474,608 shares 474,608 $47M 4.14% +25,037 Timeline SPTI 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: 771,216 shares; 2024Q4: 1,163,000 shares; 2025Q1: 1,232,759 shares; 2025Q2: 1,099,975 shares; 2025Q3: 1,331,397 shares; 2025Q4: 1,418,376 shares; 2026Q1: 1,487,097 shares; 2026Q2: 1,568,643 shares 1,568,643 $44.5M 3.93% +81,546 Timeline MGC 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: 99,716 shares; 2024Q4: 98,881 shares; 2025Q1: 98,047 shares; 2025Q2: 97,864 shares; 2025Q3: 113,237 shares; 2025Q4: 113,098 shares; 2026Q1: 112,098 shares; 2026Q2: 149,997 shares 149,997 $41M 3.62% +37,899 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: 46,705 shares; 2024Q4: 46,439 shares; 2025Q1: 50,985 shares; 2025Q2: 48,785 shares; 2025Q3: 93,816 shares; 2025Q4: 91,970 shares; 2026Q1: 67,870 shares; 2026Q2: 401,654 shares 401,654 $34.6M 3.05% +333,784 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: 414,290 shares; 2024Q4: 835,894 shares; 2025Q1: 855,964 shares; 2025Q2: 746,286 shares; 2025Q3: 973,830 shares; 2025Q4: 1,086,615 shares; 2026Q1: 1,123,076 shares; 2026Q2: 1,184,331 shares 1,184,331 $32.8M 2.89% +61,255 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: 62,351 shares; 2024Q4: 65,463 shares; 2025Q1: 66,589 shares; 2025Q2: 59,732 shares; 2025Q3: 78,310 shares; 2025Q4: 83,429 shares; 2026Q1: 82,972 shares; 2026Q2: 90,277 shares 90,277 $27.7M 2.44% +7,305 Timeline LIND LINDBLAD EXPEDITIONS HLDGS I More: the full row for LINDBLAD EXPEDITIONS HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 904,452 shares; 2024Q4: 940,912 shares; 2025Q1: 940,912 shares; 2025Q2: 940,412 shares; 2025Q3: 1,068,362 shares; 2025Q4: 1,068,362 shares; 2026Q1: 1,068,362 shares; 2026Q2: 959,964 shares 959,964 $27.1M 2.39% -108,398 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: 481,947 shares; 2024Q4: 529,194 shares; 2025Q1: 566,193 shares; 2025Q2: 566,976 shares; 2025Q3: 678,768 shares; 2025Q4: 752,837 shares; 2026Q1: 827,301 shares; 2026Q2: 897,336 shares 897,336 $26.3M 2.32% +70,035 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 206,842 shares; 2024Q4: 333,608 shares; 2025Q1: 344,688 shares; 2025Q2: 316,785 shares; 2025Q3: 378,902 shares; 2025Q4: 399,301 shares; 2026Q1: 417,222 shares; 2026Q2: 441,318 shares 441,318 $23.5M 2.07% +24,096 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: 274,936 shares; 2024Q4: 818,192 shares; 2025Q1: 807,894 shares; 2025Q2: 767,910 shares; 2025Q3: 804,622 shares; 2025Q4: 797,120 shares; 2026Q1: 787,533 shares; 2026Q2: 783,753 shares 783,753 $23.1M 2.03% -3,780 Timeline IMCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 104,242 shares; 2024Q4: 113,392 shares; 2025Q1: 126,111 shares; 2025Q2: 110,769 shares; 2025Q3: 189,922 shares; 2025Q4: 222,628 shares; 2026Q1: 217,137 shares; 2026Q2: 245,612 shares 245,612 $22.4M 1.98% +28,475 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: 18,434 shares; 2024Q4: 19,557 shares; 2025Q1: 20,257 shares; 2025Q2: 18,929 shares; 2025Q3: 21,986 shares; 2025Q4: 23,779 shares; 2026Q1: 24,082 shares; 2026Q2: 54,965 shares 54,965 $20.3M 1.79% +30,883 Timeline SCHO 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: 24,268 shares; 2024Q4: 460,370 shares; 2025Q1: 500,455 shares; 2025Q2: 471,055 shares; 2025Q3: 573,030 shares; 2025Q4: 697,251 shares; 2026Q1: 723,101 shares; 2026Q2: 821,997 shares 821,997 $19.8M 1.75% +98,896 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: 53,453 shares; 2024Q4: 54,235 shares; 2025Q1: 55,020 shares; 2025Q2: 63,460 shares; 2025Q3: 129,645 shares; 2025Q4: 134,771 shares; 2026Q1: 90,040 shares; 2026Q2: 90,032 shares 90,032 $19.6M 1.73% -8 Timeline IGSB 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: 222,699 shares; 2025Q1: 240,857 shares; 2025Q2: 209,465 shares; 2025Q3: 276,643 shares; 2025Q4: 304,420 shares; 2026Q1: 338,070 shares; 2026Q2: 368,663 shares 368,663 $19.3M 1.7% +30,593 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 64,333 shares; 2024Q4: 102,064 shares; 2025Q1: 139,830 shares; 2025Q2: 116,448 shares; 2025Q3: 149,154 shares; 2025Q4: 149,628 shares; 2026Q1: 168,516 shares; 2026Q2: 177,822 shares 177,822 $19.1M 1.69% +9,306 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: 52,289 shares; 2024Q4: 54,868 shares; 2025Q1: 52,840 shares; 2025Q2: 41,267 shares; 2025Q3: 68,848 shares; 2025Q4: 72,320 shares; 2026Q1: 74,035 shares; 2026Q2: 78,049 shares 78,049 $19M 1.67% +4,014 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: 123,617 shares; 2024Q4: 128,084 shares; 2025Q1: 128,776 shares; 2025Q2: 117,266 shares; 2025Q3: 146,499 shares; 2025Q4: 157,127 shares; 2026Q1: 168,232 shares; 2026Q2: 184,395 shares 184,395 $15.3M 1.35% +16,163 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: 44,160 shares; 2024Q4: 44,042 shares; 2025Q1: 44,011 shares; 2025Q2: 33,834 shares; 2025Q3: 43,535 shares; 2025Q4: 43,113 shares; 2026Q1: 43,150 shares; 2026Q2: 186,080 shares 186,080 $15M 1.32% +142,930 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: 19,724 shares; 2024Q4: 19,725 shares; 2025Q1: 19,815 shares; 2025Q2: 19,781 shares; 2025Q3: 19,782 shares; 2025Q4: 19,145 shares; 2026Q1: 19,146 shares; 2026Q2: 39,003 shares 39,003 $13.4M 1.18% +19,857 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: 147,188 shares; 2024Q4: 161,503 shares; 2025Q1: 162,307 shares; 2025Q2: 161,865 shares; 2025Q3: 175,200 shares; 2025Q4: 179,950 shares; 2026Q1: 185,397 shares; 2026Q2: 185,940 shares 185,940 $13.2M 1.17% +543 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: 33,871 shares; 2024Q4: 33,624 shares; 2025Q1: 33,599 shares; 2025Q2: 33,687 shares; 2025Q3: 36,638 shares; 2025Q4: 36,399 shares; 2026Q1: 35,711 shares; 2026Q2: 43,280 shares 43,280 $13.1M 1.16% +7,569 Timeline ISCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 142,464 shares; 2024Q4: 150,248 shares; 2025Q1: 143,342 shares; 2025Q2: 106,873 shares; 2025Q3: 190,335 shares; 2025Q4: 209,843 shares; 2026Q1: 176,121 shares; 2026Q2: 192,806 shares 192,806 $12.6M 1.11% +16,685 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: 88,114 shares; 2024Q4: 263,445 shares; 2025Q1: 265,760 shares; 2025Q2: 268,540 shares; 2025Q3: 276,897 shares; 2025Q4: 266,934 shares; 2026Q1: 266,939 shares; 2026Q2: 323,221 shares 323,221 $11.9M 1.05% +56,282 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: 29,956 shares; 2024Q4: 34,318 shares; 2025Q1: 30,527 shares; 2025Q2: 28,424 shares; 2025Q3: 31,385 shares; 2025Q4: 35,298 shares; 2026Q1: 37,566 shares; 2026Q2: 37,747 shares 37,747 $10.9M 0.96% +181 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: 16,591 shares; 2024Q4: 16,852 shares; 2025Q1: 17,666 shares; 2025Q2: 16,953 shares; 2025Q3: 26,327 shares; 2025Q4: 26,677 shares; 2026Q1: 25,547 shares; 2026Q2: 28,893 shares 28,893 $10.6M 0.93% +3,346 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: 141,075 shares; 2024Q4: 280,391 shares; 2025Q1: 270,716 shares; 2025Q2: 257,390 shares; 2025Q3: 246,878 shares; 2025Q4: 238,297 shares; 2026Q1: 234,235 shares; 2026Q2: 232,632 shares 232,632 $8.4M 0.74% -1,603 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: 6,503 shares; 2024Q4: 8,273 shares; 2025Q1: 8,408 shares; 2025Q2: 8,668 shares; 2025Q3: 8,650 shares; 2025Q4: 10,584 shares; 2026Q1: 11,825 shares; 2026Q2: 11,568 shares 11,568 $7.95M 0.7% -257 Timeline RSP 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: 51,913 shares; 2024Q4: 48,534 shares; 2025Q1: 45,223 shares; 2025Q2: 5,505 shares; 2025Q3: 37,836 shares; 2025Q4: 33,444 shares; 2026Q1: 39,444 shares; 2026Q2: 35,915 shares 35,915 $7.64M 0.67% -3,529 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: 5,700 shares; 2024Q4: 8,353 shares; 2025Q1: 8,353 shares; 2025Q2: 8,526 shares; 2025Q3: 9,048 shares; 2025Q4: 9,094 shares; 2026Q1: 9,986 shares; 2026Q2: 9,428 shares 9,428 $7.06M 0.62% -558 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: 74,185 shares; 2024Q4: 73,311 shares; 2025Q1: 72,194 shares; 2025Q2: 67,111 shares; 2025Q3: 71,580 shares; 2025Q4: 71,497 shares; 2026Q1: 75,733 shares; 2026Q2: 78,583 shares 78,583 $6.58M 0.58% +2,850 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: 3,894 shares; 2024Q4: 4,749 shares; 2025Q1: 4,947 shares; 2025Q2: 4,961 shares; 2025Q3: 5,144 shares; 2025Q4: 5,148 shares; 2026Q1: 5,878 shares; 2026Q2: 8,548 shares 8,548 $6.38M 0.56% +2,670 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: 23,729 shares; 2024Q4: 25,054 shares; 2025Q1: 24,267 shares; 2025Q2: 21,664 shares; 2025Q3: 35,890 shares; 2025Q4: 36,851 shares; 2026Q1: 31,025 shares; 2026Q2: 31,413 shares 31,413 $6.21M 0.55% +388 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: 5,210 shares; 2024Q4: not reported; 2025Q1: 5,214 shares; 2025Q2: 5,178 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,674 shares; 2026Q2: 8,161 shares 8,161 $6.01M 0.53% -513 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: 88,007 shares; 2024Q4: 77,193 shares; 2025Q1: 77,573 shares; 2025Q2: 78,524 shares; 2025Q3: 77,166 shares; 2025Q4: 73,794 shares; 2026Q1: 68,383 shares; 2026Q2: 66,007 shares 66,007 $5.22M 0.46% -2,376 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: 41,472 shares; 2024Q4: 44,957 shares; 2025Q1: 45,821 shares; 2025Q2: 39,315 shares; 2025Q3: 47,565 shares; 2025Q4: 49,052 shares; 2026Q1: 49,561 shares; 2026Q2: 53,345 shares 53,345 $5.14M 0.45% +3,784 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: 3,892 shares; 2024Q4: 3,908 shares; 2025Q1: 3,921 shares; 2025Q2: 10,338 shares; 2025Q3: 9,693 shares; 2025Q4: 10,685 shares; 2026Q1: 10,713 shares; 2026Q2: 31,375 shares 31,375 $4.96M 0.44% +20,662 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: 32,992 shares; 2024Q4: 33,347 shares; 2025Q1: 36,166 shares; 2025Q2: 32,840 shares; 2025Q3: 50,769 shares; 2025Q4: 47,435 shares; 2026Q1: 42,595 shares; 2026Q2: 42,962 shares 42,962 $4.22M 0.37% +367 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: 9,680 shares; 2024Q4: 10,040 shares; 2025Q1: 10,042 shares; 2025Q2: 9,457 shares; 2025Q3: 10,599 shares; 2025Q4: 11,481 shares; 2026Q1: 11,685 shares; 2026Q2: 11,652 shares 11,652 $4.12M 0.36% -33 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: 6,421 shares; 2024Q4: 6,644 shares; 2025Q1: 6,628 shares; 2025Q2: 5,799 shares; 2025Q3: 7,712 shares; 2025Q4: 10,313 shares; 2026Q1: 10,641 shares; 2026Q2: 10,753 shares 10,753 $4.01M 0.35% +112 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: 43,147 shares; 2024Q4: 40,267 shares; 2025Q1: 37,268 shares; 2025Q2: 7,853 shares; 2025Q3: 31,325 shares; 2025Q4: 28,467 shares; 2026Q1: 28,442 shares; 2026Q2: 25,615 shares 25,615 $3.9M 0.34% -2,827 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: 17,809 shares; 2024Q4: 19,195 shares; 2025Q1: 20,315 shares; 2025Q2: 18,363 shares; 2025Q3: 19,858 shares; 2025Q4: 18,098 shares; 2026Q1: 19,369 shares; 2026Q2: 18,715 shares 18,715 $3.74M 0.33% -654 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: 5,555 shares; 2024Q4: 5,835 shares; 2025Q1: 5,815 shares; 2025Q2: 5,112 shares; 2025Q3: 6,811 shares; 2025Q4: 9,006 shares; 2026Q1: 9,235 shares; 2026Q2: 9,639 shares 9,639 $3.44M 0.3% +404 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: 25,654 shares; 2024Q4: 25,240 shares; 2025Q1: 25,095 shares; 2025Q2: 22,764 shares; 2025Q3: 35,539 shares; 2025Q4: 34,243 shares; 2026Q1: 22,580 shares; 2026Q2: 23,107 shares 23,107 $3.43M 0.3% +527 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: 10,232 shares; 2024Q4: 10,625 shares; 2025Q1: 10,781 shares; 2025Q2: 10,838 shares; 2025Q3: 11,252 shares; 2025Q4: 12,957 shares; 2026Q1: 13,940 shares; 2026Q2: 14,034 shares 14,034 $3.34M 0.29% +94 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: 7,570 shares; 2024Q4: 7,463 shares; 2025Q1: 7,524 shares; 2025Q2: 7,312 shares; 2025Q3: 8,177 shares; 2025Q4: 9,297 shares; 2026Q1: 9,306 shares; 2026Q2: 9,300 shares 9,300 $3.04M 0.27% -6 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: 1,860 shares; 2024Q4: 1,728 shares; 2025Q1: 1,849 shares; 2025Q2: 1,971 shares; 2025Q3: 1,973 shares; 2025Q4: 3,074 shares; 2026Q1: 3,093 shares; 2026Q2: 25,363 shares 25,363 $3.03M 0.27% +22,270 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: 7,587 shares; 2024Q4: 7,587 shares; 2025Q1: 7,587 shares; 2025Q2: 7,587 shares; 2025Q3: 7,587 shares; 2025Q4: 15,174 shares; 2026Q1: 15,174 shares; 2026Q2: 15,884 shares 15,884 $3.03M 0.27% +710 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: 4,890 shares; 2024Q4: 8,791 shares; 2025Q1: 5,068 shares; 2025Q2: 4,799 shares; 2025Q3: 5,445 shares; 2025Q4: 5,164 shares; 2026Q1: 5,290 shares; 2026Q2: 5,421 shares 5,421 $2.71M 0.24% +131 Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 83,755 shares; 2024Q4: 117,797 shares; 2025Q1: 119,550 shares; 2025Q2: 81,784 shares; 2025Q3: 97,310 shares; 2025Q4: 97,542 shares; 2026Q1: 103,908 shares; 2026Q2: 105,377 shares 105,377 $2.5M 0.22% +1,469 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: 7,810 shares; 2024Q4: 7,960 shares; 2025Q1: 6,826 shares; 2025Q2: 6,424 shares; 2025Q3: 6,435 shares; 2025Q4: 10,445 shares; 2026Q1: 10,456 shares; 2026Q2: 10,416 shares 10,416 $2.46M 0.22% -40 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: 3,840 shares; 2024Q4: 6,565 shares; 2025Q1: 6,574 shares; 2025Q2: 7,229 shares; 2025Q3: 9,184 shares; 2025Q4: 5,700 shares; 2026Q1: 7,404 shares; 2026Q2: 30,161 shares 30,161 $2.33M 0.21% +22,757 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: 14,735 shares; 2024Q4: 20,212 shares; 2025Q1: 20,212 shares; 2025Q2: 20,328 shares; 2025Q3: 20,423 shares; 2025Q4: 20,507 shares; 2026Q1: 22,441 shares; 2026Q2: 22,441 shares 22,441 $2.17M 0.19% 0 Timeline CORT CORCEPT THERAPEUTICS INC More: the full row for CORCEPT THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,000 shares; 2024Q4: 5,200 shares; 2025Q1: 5,200 shares; 2025Q2: 7,700 shares; 2025Q3: 7,700 shares; 2025Q4: 6,200 shares; 2026Q1: 7,200 shares; 2026Q2: 24,198 shares 24,198 $2.1M 0.19% +16,998 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP 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: 43,208 shares; 2026Q2: 67,602 shares 67,602 $2.04M 0.18% +24,394 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 912 shares; 2024Q4: 1,080 shares; 2025Q1: 1,234 shares; 2025Q2: 1,182 shares; 2025Q3: 3,649 shares; 2025Q4: 3,960 shares; 2026Q1: 3,949 shares; 2026Q2: 3,898 shares 3,898 $2M 0.18% -51 Timeline CAPR CAPRICOR THERAPEUTICS INC More: the full row for CAPRICOR THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 277,737 shares; 2025Q1: 277,737 shares; 2025Q2: 277,737 shares; 2025Q3: 277,737 shares; 2025Q4: 79,077 shares; 2026Q1: 79,077 shares; 2026Q2: 79,077 shares 79,077 $1.9M 0.17% 0 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: 36,967 shares; 2024Q4: 36,967 shares; 2025Q1: 36,967 shares; 2025Q2: 55,037 shares; 2025Q3: 55,836 shares; 2025Q4: 46,272 shares; 2026Q1: 45,404 shares; 2026Q2: 37,437 shares 37,437 $1.89M 0.17% -7,967 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: 16,214 shares; 2025Q1: 22,813 shares; 2025Q2: not reported; 2025Q3: 31,341 shares; 2025Q4: 33,872 shares; 2026Q1: 36,139 shares; 2026Q2: 37,445 shares 37,445 $1.89M 0.17% +1,306 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: 1,774 shares; 2024Q4: 1,982 shares; 2025Q1: 2,048 shares; 2025Q2: 1,879 shares; 2025Q3: 4,500 shares; 2025Q4: 5,492 shares; 2026Q1: 5,591 shares; 2026Q2: 5,417 shares 5,417 $1.86M 0.16% -174 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: 20,332 shares; 2024Q4: 20,332 shares; 2025Q1: 19,382 shares; 2025Q2: 19,435 shares; 2025Q3: 18,716 shares; 2025Q4: 18,029 shares; 2026Q1: 18,447 shares; 2026Q2: 18,447 shares 18,447 $1.78M 0.16% 0 Timeline ISCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,189 shares; 2024Q4: 11,441 shares; 2025Q1: 15,843 shares; 2025Q2: 10,574 shares; 2025Q3: 45,590 shares; 2025Q4: 46,237 shares; 2026Q1: 19,629 shares; 2026Q2: 21,412 shares 21,412 $1.68M 0.15% +1,783 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,696 shares; 2024Q4: 3,671 shares; 2025Q1: 3,766 shares; 2025Q2: 766 shares; 2025Q3: 3,478 shares; 2025Q4: 3,567 shares; 2026Q1: 3,676 shares; 2026Q2: 4,493 shares 4,493 $1.66M 0.15% +817 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: 23,843 shares; 2024Q4: 23,843 shares; 2025Q1: 23,573 shares; 2025Q2: 23,631 shares; 2025Q3: 24,005 shares; 2025Q4: 24,102 shares; 2026Q1: 24,435 shares; 2026Q2: 26,726 shares 26,726 $1.6M 0.14% +2,291 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,135 shares; 2024Q4: 25,143 shares; 2025Q1: 25,051 shares; 2025Q2: 24,558 shares; 2025Q3: 26,095 shares; 2025Q4: 26,875 shares; 2026Q1: 27,556 shares; 2026Q2: 26,610 shares 26,610 $1.52M 0.13% -946 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,908 shares; 2024Q4: 38,736 shares; 2025Q1: 38,779 shares; 2025Q2: 38,779 shares; 2025Q3: 38,779 shares; 2025Q4: 38,380 shares; 2026Q1: 37,376 shares; 2026Q2: 37,376 shares 37,376 $1.51M 0.13% 0 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,549 shares; 2024Q4: 2,210 shares; 2025Q1: 2,996 shares; 2025Q2: 2,919 shares; 2025Q3: 3,013 shares; 2025Q4: 1,704 shares; 2026Q1: 1,243 shares; 2026Q2: 1,232 shares 1,232 $1.48M 0.13% -11 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,094 shares; 2024Q4: 5,129 shares; 2025Q1: 5,116 shares; 2025Q2: 5,117 shares; 2025Q3: 5,172 shares; 2025Q4: 5,819 shares; 2026Q1: 5,823 shares; 2026Q2: 5,822 shares 5,822 $1.45M 0.13% -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: 1,185 shares; 2026Q1: 1,239 shares; 2026Q2: 1,220 shares 1,220 $1.41M 0.12% -19 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: 924 shares; 2024Q4: 924 shares; 2025Q1: 924 shares; 2025Q2: 924 shares; 2025Q3: 939 shares; 2025Q4: 2,840 shares; 2026Q1: 2,808 shares; 2026Q2: 11,232 shares 11,232 $1.39M 0.12% +8,424 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: 955 shares; 2024Q4: 858 shares; 2025Q1: 859 shares; 2025Q2: 711 shares; 2025Q3: 911 shares; 2025Q4: 911 shares; 2026Q1: 1,202 shares; 2026Q2: 1,218 shares 1,218 $1.3M 0.11% +16 Timeline VFH 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: 3,150 shares; 2024Q4: 3,150 shares; 2025Q1: 3,150 shares; 2025Q2: 3,150 shares; 2025Q3: 3,150 shares; 2025Q4: 9,150 shares; 2026Q1: 8,996 shares; 2026Q2: 8,973 shares 8,973 $1.18M 0.1% -23 Timeline BBHL BBH TR More: the full row for BBH 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: 67,548 shares; 2026Q1: 67,548 shares; 2026Q2: 67,548 shares 67,548 $1.18M 0.1% 0 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,525 shares; 2024Q4: 1,525 shares; 2025Q1: 1,525 shares; 2025Q2: 1,525 shares; 2025Q3: 1,526 shares; 2025Q4: 1,526 shares; 2026Q1: 1,542 shares; 2026Q2: 1,514 shares 1,514 $1.14M 0.1% -28 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: 1,279 shares; 2024Q4: 1,379 shares; 2025Q1: 1,481 shares; 2025Q2: 1,312 shares; 2025Q3: 1,884 shares; 2025Q4: 2,113 shares; 2026Q1: 2,167 shares; 2026Q2: 2,001 shares 2,001 $1.13M 0.1% -166 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: 1,608 shares; 2024Q4: 1,628 shares; 2025Q1: 1,629 shares; 2025Q2: not reported; 2025Q3: 1,629 shares; 2025Q4: 1,629 shares; 2026Q1: 1,653 shares; 2026Q2: 1,511 shares 1,511 $1.09M 0.1% -142 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: 702 shares; 2024Q4: 702 shares; 2025Q1: 702 shares; 2025Q2: 702 shares; 2025Q3: 702 shares; 2025Q4: 702 shares; 2026Q1: 700 shares; 2026Q2: 1,396 shares 1,396 $982K 0.09% +696 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,270 shares; 2024Q4: 5,535 shares; 2025Q1: 6,130 shares; 2025Q2: 6,778 shares; 2025Q3: 6,740 shares; 2025Q4: 5,947 shares; 2026Q1: 8,251 shares; 2026Q2: 8,703 shares 8,703 $960K 0.08% +452 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: 6,289 shares; 2024Q4: 6,212 shares; 2025Q1: 6,107 shares; 2025Q2: 6,191 shares; 2025Q3: 6,153 shares; 2025Q4: 6,364 shares; 2026Q1: 6,952 shares; 2026Q2: 6,895 shares 6,895 $943K 0.08% -57 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES 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: 1,928 shares; 2025Q4: 1,978 shares; 2026Q1: 8,119 shares; 2026Q2: 7,852 shares 7,852 $916K 0.08% -267 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: 2,043 shares; 2024Q4: 2,043 shares; 2025Q1: 2,043 shares; 2025Q2: 2,043 shares; 2025Q3: 6,754 shares; 2025Q4: 6,774 shares; 2026Q1: 6,120 shares; 2026Q2: 6,120 shares 6,120 $809K 0.07% 0 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,865 shares; 2024Q4: 5,865 shares; 2025Q1: 5,865 shares; 2025Q2: 5,865 shares; 2025Q3: 5,865 shares; 2025Q4: 5,865 shares; 2026Q1: 5,865 shares; 2026Q2: 29,325 shares 29,325 $804K 0.07% +23,460 Timeline KNX KNIGHT-SWIFT TRANSN HLDGS IN More: the full row for KNIGHT-SWIFT TRANSN HLDGS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,150 shares; 2024Q4: 5,150 shares; 2025Q1: 5,150 shares; 2025Q2: 10,283 shares; 2025Q3: 10,283 shares; 2025Q4: 10,283 shares; 2026Q1: 10,377 shares; 2026Q2: 10,312 shares 10,312 $803K 0.07% -65 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: 1,926 shares; 2024Q4: 4,378 shares; 2025Q1: 4,399 shares; 2025Q2: 4,302 shares; 2025Q3: 4,456 shares; 2025Q4: 3,635 shares; 2026Q1: 3,279 shares; 2026Q2: 4,659 shares 4,659 $772K 0.07% +1,380 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: 592 shares; 2024Q4: 522 shares; 2025Q1: 529 shares; 2025Q2: 502 shares; 2025Q3: 651 shares; 2025Q4: 823 shares; 2026Q1: 820 shares; 2026Q2: 806 shares 806 $754K 0.07% -14 Timeline SPEM 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: 8,061 shares; 2025Q1: 10,780 shares; 2025Q2: not reported; 2025Q3: 14,363 shares; 2025Q4: 14,363 shares; 2026Q1: 14,339 shares; 2026Q2: 14,509 shares 14,509 $751K 0.07% +170 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: 9,584 shares; 2024Q4: 9,644 shares; 2025Q1: 9,644 shares; 2025Q2: 9,644 shares; 2025Q3: 9,644 shares; 2025Q4: 9,502 shares; 2026Q1: 9,605 shares; 2026Q2: 9,605 shares 9,605 $725K 0.06% 0 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,194 shares; 2024Q4: 15,162 shares; 2025Q1: 15,162 shares; 2025Q2: 15,147 shares; 2025Q3: 15,147 shares; 2025Q4: 15,147 shares; 2026Q1: 15,147 shares; 2026Q2: 15,211 shares 15,211 $723K 0.06% +64 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP 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: 38,137 shares; 2026Q2: 38,137 shares 38,137 $720K 0.06% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,272 shares; 2025Q4: 3,272 shares; 2026Q1: 5,963 shares; 2026Q2: 6,022 shares 6,022 $717K 0.06% +59 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,148 shares; 2024Q4: 14,144 shares; 2025Q1: 14,147 shares; 2025Q2: 14,149 shares; 2025Q3: 14,152 shares; 2025Q4: 15,155 shares; 2026Q1: 15,177 shares; 2026Q2: 15,146 shares 15,146 $706K 0.06% -31 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: 8,090 shares; 2024Q4: 8,090 shares; 2025Q1: 8,090 shares; 2025Q2: 8,090 shares; 2025Q3: 8,090 shares; 2025Q4: 8,010 shares; 2026Q1: 8,010 shares; 2026Q2: 7,774 shares 7,774 $682K 0.06% -236 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: 5,205 shares; 2024Q4: 5,616 shares; 2025Q1: 5,744 shares; 2025Q2: 4,705 shares; 2025Q3: 6,074 shares; 2025Q4: 6,074 shares; 2026Q1: 5,733 shares; 2026Q2: 5,947 shares 5,947 $674K 0.06% +214 Timeline PL PLANET LABS PBC More: the full row for PLANET LABS PBC 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: 77,476 shares; 2026Q2: 20,274 shares 20,274 $672K 0.06% -57,202 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: 5,609 shares; 2024Q4: 18,083 shares; 2025Q1: 19,543 shares; 2025Q2: 19,705 shares; 2025Q3: 19,752 shares; 2025Q4: 20,048 shares; 2026Q1: 22,768 shares; 2026Q2: 22,994 shares 22,994 $666K 0.06% +226 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: not reported; 2025Q3: not reported; 2025Q4: 5,000 shares; 2026Q1: 5,000 shares; 2026Q2: 5,204 shares 5,204 $665K 0.06% +204 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: 1,618 shares; 2024Q4: 1,618 shares; 2025Q1: 1,618 shares; 2025Q2: not reported; 2025Q3: 1,618 shares; 2025Q4: 1,618 shares; 2026Q1: 1,618 shares; 2026Q2: 1,618 shares 1,618 $663K 0.06% 0 Timeline BND 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: 2,930 shares; 2025Q1: 2,980 shares; 2025Q2: 3,046 shares; 2025Q3: 3,434 shares; 2025Q4: 3,511 shares; 2026Q1: 3,968 shares; 2026Q2: 8,710 shares 8,710 $639K 0.06% +4,742 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: 1,263 shares; 2024Q4: 1,263 shares; 2025Q1: 1,263 shares; 2025Q2: 1,263 shares; 2025Q3: 1,263 shares; 2025Q4: 1,263 shares; 2026Q1: 1,263 shares; 2026Q2: 7,578 shares 7,578 $626K 0.06% +6,315 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: 619 shares; 2024Q4: 622 shares; 2025Q1: 625 shares; 2025Q2: 627 shares; 2025Q3: 629 shares; 2025Q4: 632 shares; 2026Q1: 1,699 shares; 2026Q2: 1,199 shares 1,199 $626K 0.06% -500 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: 2,885 shares; 2024Q4: 2,794 shares; 2025Q1: 2,598 shares; 2025Q2: 2,212 shares; 2025Q3: 2,806 shares; 2025Q4: 2,826 shares; 2026Q1: 2,015 shares; 2026Q2: 2,372 shares 2,372 $602K 0.05% +357 Timeline TPLC TIMOTHY PLAN More: the full row for TIMOTHY PLAN 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: 7,800 shares; 2026Q1: 10,980 shares; 2026Q2: 11,835 shares 11,835 $596K 0.05% +855 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: 4,385 shares; 2024Q4: 4,670 shares; 2025Q1: 4,577 shares; 2025Q2: 4,777 shares; 2025Q3: 4,778 shares; 2025Q4: 4,582 shares; 2026Q1: 4,271 shares; 2026Q2: 4,334 shares 4,334 $587K 0.05% +63 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,862 shares; 2024Q4: 1,862 shares; 2025Q1: 1,862 shares; 2025Q2: 1,744 shares; 2025Q3: 1,968 shares; 2025Q4: 1,968 shares; 2026Q1: 1,846 shares; 2026Q2: 1,823 shares 1,823 $574K 0.05% -23 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,340 shares; 2026Q2: 2,272 shares 2,272 $551K 0.05% -68 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: 3,263 shares; 2024Q4: not reported; 2025Q1: 3,011 shares; 2025Q2: 2,392 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,104 shares; 2026Q2: 2,848 shares 2,848 $540K 0.05% -256 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,552 shares; 2024Q4: 15,476 shares; 2025Q1: 15,476 shares; 2025Q2: 14,915 shares; 2025Q3: 14,913 shares; 2025Q4: 11,649 shares; 2026Q1: 11,648 shares; 2026Q2: 10,630 shares 10,630 $534K 0.05% -1,018 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: 2,746 shares; 2024Q4: 2,414 shares; 2025Q1: 1,097 shares; 2025Q2: 830 shares; 2025Q3: 1,081 shares; 2025Q4: 1,232 shares; 2026Q1: 1,274 shares; 2026Q2: 1,258 shares 1,258 $529K 0.05% -16 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,153 shares; 2024Q4: 4,246 shares; 2025Q1: 4,306 shares; 2025Q2: 4,351 shares; 2025Q3: 4,136 shares; 2025Q4: 3,857 shares; 2026Q1: 3,891 shares; 2026Q2: 3,884 shares 3,884 $526K 0.05% -7 Timeline XVV 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: 9,265 shares; 2025Q4: 9,265 shares; 2026Q1: 9,265 shares; 2026Q2: 9,265 shares 9,265 $526K 0.05% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,239 shares; 2025Q3: 1,314 shares; 2025Q4: 1,314 shares; 2026Q1: 1,469 shares; 2026Q2: 1,374 shares 1,374 $513K 0.05% -95 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: 785 shares; 2024Q4: 780 shares; 2025Q1: 873 shares; 2025Q2: 748 shares; 2025Q3: 906 shares; 2025Q4: 1,639 shares; 2026Q1: 1,529 shares; 2026Q2: 1,408 shares 1,408 $497K 0.04% -121 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: 1,581 shares; 2024Q4: 2,246 shares; 2025Q1: 2,152 shares; 2025Q2: 2,033 shares; 2025Q3: 2,143 shares; 2025Q4: 1,886 shares; 2026Q1: 1,817 shares; 2026Q2: 1,953 shares 1,953 $491K 0.04% +136 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 679 shares; 2025Q1: 679 shares; 2025Q2: 688 shares; 2025Q3: 685 shares; 2025Q4: 685 shares; 2026Q1: 694 shares; 2026Q2: 685 shares 685 $489K 0.04% -9 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,017 shares; 2026Q1: 4,252 shares; 2026Q2: 4,093 shares 4,093 $481K 0.04% -159 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: 4,021 shares; 2024Q4: 5,097 shares; 2025Q1: 4,899 shares; 2025Q2: 4,267 shares; 2025Q3: 4,951 shares; 2025Q4: 3,836 shares; 2026Q1: 3,907 shares; 2026Q2: 3,735 shares 3,735 $480K 0.04% -172 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,640 shares; 2024Q4: 1,815 shares; 2025Q1: 1,815 shares; 2025Q2: 1,815 shares; 2025Q3: 2,015 shares; 2025Q4: 2,155 shares; 2026Q1: 2,215 shares; 2026Q2: 2,155 shares 2,155 $475K 0.04% -60 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS 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: 1,371 shares; 2026Q1: 1,390 shares; 2026Q2: 1,350 shares 1,350 $460K 0.04% -40 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: 3,524 shares; 2024Q4: 6,161 shares; 2025Q1: 4,064 shares; 2025Q2: 3,203 shares; 2025Q3: 3,928 shares; 2025Q4: 3,460 shares; 2026Q1: 3,032 shares; 2026Q2: 3,129 shares 3,129 $459K 0.04% +97 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,695 shares; 2025Q4: 4,695 shares; 2026Q1: 7,532 shares; 2026Q2: 7,532 shares 7,532 $458K 0.04% 0 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE 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: not reported; 2026Q2: 4,016 shares 4,016 $457K 0.04% new Timeline VTWO 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: 2,772 shares; 2024Q4: 2,782 shares; 2025Q1: 2,790 shares; 2025Q2: 2,799 shares; 2025Q3: 2,809 shares; 2025Q4: 2,819 shares; 2026Q1: 3,256 shares; 2026Q2: 3,736 shares 3,736 $454K 0.04% +480 Timeline TBN TAMBORAN RES CORP More: the full row for TAMBORAN RES 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: not reported; 2026Q2: 13,500 shares 13,500 $439K 0.04% new 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: 337 shares; 2025Q4: 347 shares; 2026Q1: 397 shares; 2026Q2: 364 shares 364 $428K 0.04% -33 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,275 shares; 2024Q4: 2,473 shares; 2025Q1: 2,473 shares; 2025Q2: 2,473 shares; 2025Q3: 2,473 shares; 2025Q4: 2,473 shares; 2026Q1: 2,526 shares; 2026Q2: 2,523 shares 2,523 $403K 0.04% -3 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 626 shares; 2024Q4: 626 shares; 2025Q1: 626 shares; 2025Q2: 626 shares; 2025Q3: 626 shares; 2025Q4: 635 shares; 2026Q1: 652 shares; 2026Q2: 630 shares 630 $400K 0.04% -22 Timeline VGSH 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,629 shares 6,629 $386K 0.03% new Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,467 shares; 2024Q4: 1,402 shares; 2025Q1: 1,402 shares; 2025Q2: 1,335 shares; 2025Q3: 1,416 shares; 2025Q4: 1,416 shares; 2026Q1: 1,389 shares; 2026Q2: 1,392 shares 1,392 $379K 0.03% +3 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL 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: 391 shares 391 $377K 0.03% new Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,084 shares; 2025Q4: 1,084 shares; 2026Q1: 1,190 shares; 2026Q2: 1,109 shares 1,109 $375K 0.03% -81 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: 2,998 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,213 shares; 2026Q1: 4,591 shares; 2026Q2: 4,548 shares 4,548 $370K 0.03% -43 Timeline SMRI EA SERIES TRUST More: the full row for EA SERIES 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: 11,093 shares; 2026Q1: 9,635 shares; 2026Q2: 8,926 shares 8,926 $366K 0.03% -709 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: 1,221 shares; 2024Q4: 1,272 shares; 2025Q1: 1,280 shares; 2025Q2: 1,297 shares; 2025Q3: 992 shares; 2025Q4: 949 shares; 2026Q1: 984 shares; 2026Q2: 875 shares 875 $364K 0.03% -109 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: 1,283 shares; 2024Q4: 1,460 shares; 2025Q1: 1,460 shares; 2025Q2: 1,510 shares; 2025Q3: 1,561 shares; 2025Q4: 1,560 shares; 2026Q1: 1,658 shares; 2026Q2: 1,658 shares 1,658 $364K 0.03% 0 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK 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: 183 shares; 2025Q4: 399 shares; 2026Q1: 417 shares; 2026Q2: 374 shares 374 $360K 0.03% -43 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV 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: 197 shares; 2026Q2: 180 shares 180 $358K 0.03% -17 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,729 shares; 2024Q4: 4,065 shares; 2025Q1: 4,075 shares; 2025Q2: 4,075 shares; 2025Q3: 4,065 shares; 2025Q4: 4,065 shares; 2026Q1: 4,041 shares; 2026Q2: 4,129 shares 4,129 $357K 0.03% +88 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: 6,928 shares; 2024Q4: 6,231 shares; 2025Q1: 7,003 shares; 2025Q2: 6,733 shares; 2025Q3: 7,188 shares; 2025Q4: 7,507 shares; 2026Q1: 7,116 shares; 2026Q2: 6,621 shares 6,621 $355K 0.03% -495 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: 911 shares; 2025Q4: 911 shares; 2026Q1: 891 shares; 2026Q2: 1,167 shares 1,167 $351K 0.03% +276 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,663 shares; 2024Q4: 4,814 shares; 2025Q1: 4,856 shares; 2025Q2: 2,722 shares; 2025Q3: 4,831 shares; 2025Q4: 4,804 shares; 2026Q1: 4,398 shares; 2026Q2: 4,116 shares 4,116 $340K 0.03% -282 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: 1,856 shares; 2024Q4: 2,883 shares; 2025Q1: 2,883 shares; 2025Q2: 2,030 shares; 2025Q3: 1,996 shares; 2025Q4: 1,849 shares; 2026Q1: 1,854 shares; 2026Q2: 2,160 shares 2,160 $333K 0.03% +306 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,742 shares; 2025Q4: 3,665 shares; 2026Q1: 3,813 shares; 2026Q2: 3,846 shares 3,846 $329K 0.03% +33 Timeline VPU 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: 1,679 shares; 2026Q1: 1,679 shares; 2026Q2: 1,679 shares 1,679 $329K 0.03% 0 Timeline VHT 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: 1,091 shares; 2026Q1: 1,091 shares; 2026Q2: 1,091 shares 1,091 $326K 0.03% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 880 shares; 2026Q1: 884 shares; 2026Q2: 880 shares 880 $319K 0.03% -4 Timeline C CITIGROUP INC More: the full row for CITIGROUP 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: 2,245 shares 2,245 $314K 0.03% new Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,748 shares; 2024Q4: 2,016 shares; 2025Q1: 1,927 shares; 2025Q2: 1,927 shares; 2025Q3: 1,927 shares; 2025Q4: 1,927 shares; 2026Q1: 1,927 shares; 2026Q2: 1,927 shares 1,927 $314K 0.03% 0 Timeline VCIT 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,792 shares 3,792 $313K 0.03% 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: 2,704 shares; 2025Q1: 2,705 shares; 2025Q2: 2,739 shares; 2025Q3: 2,912 shares; 2025Q4: 937 shares; 2026Q1: 880 shares; 2026Q2: 1,109 shares 1,109 $312K 0.03% +229 Timeline XLU 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: 2,862 shares; 2024Q4: 2,862 shares; 2025Q1: 2,862 shares; 2025Q2: 2,687 shares; 2025Q3: 2,862 shares; 2025Q4: 5,724 shares; 2026Q1: 6,869 shares; 2026Q2: 6,873 shares 6,873 $312K 0.03% +4 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: not reported; 2025Q3: 254 shares; 2025Q4: 302 shares; 2026Q1: 301 shares; 2026Q2: 302 shares 302 $305K 0.03% +1 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,666 shares 1,666 $301K 0.03% new Timeline VCR 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: 754 shares; 2026Q1: 754 shares; 2026Q2: 754 shares 754 $299K 0.03% 0 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: 2,994 shares; 2024Q4: 2,402 shares; 2025Q1: 2,198 shares; 2025Q2: 2,198 shares; 2025Q3: 2,198 shares; 2025Q4: 2,198 shares; 2026Q1: 1,991 shares; 2026Q2: 1,991 shares 1,991 $299K 0.03% 0 Timeline VSGX 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: 3,085 shares; 2025Q4: 3,085 shares; 2026Q1: 3,085 shares; 2026Q2: 3,592 shares 3,592 $296K 0.03% +507 Timeline XLV 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: 2,244 shares; 2024Q4: 1,639 shares; 2025Q1: 1,805 shares; 2025Q2: 1,536 shares; 2025Q3: 1,560 shares; 2025Q4: 1,786 shares; 2026Q1: 1,789 shares; 2026Q2: 1,792 shares 1,792 $284K 0.03% +3 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 243 shares; 2024Q4: 201 shares; 2025Q1: 201 shares; 2025Q2: 3,015 shares; 2025Q3: 3,015 shares; 2025Q4: 3,015 shares; 2026Q1: 3,134 shares; 2026Q2: 3,077 shares 3,077 $283K 0.02% -57 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: 9,597 shares; 2024Q4: 11,097 shares; 2025Q1: 10,292 shares; 2025Q2: 10,292 shares; 2025Q3: 9,449 shares; 2025Q4: 8,879 shares; 2026Q1: 8,381 shares; 2026Q2: 8,331 shares 8,331 $277K 0.02% -50 Timeline DFAC 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: 6,175 shares; 2024Q4: 6,175 shares; 2025Q1: 6,175 shares; 2025Q2: not reported; 2025Q3: 6,175 shares; 2025Q4: 6,175 shares; 2026Q1: 6,175 shares; 2026Q2: 6,175 shares 6,175 $274K 0.02% 0 Timeline TPHD TIMOTHY PLAN More: the full row for TIMOTHY PLAN 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: 5,271 shares; 2026Q2: 6,389 shares 6,389 $270K 0.02% +1,118 Timeline SCHC 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: 6,316 shares; 2024Q4: 6,256 shares; 2025Q1: 6,256 shares; 2025Q2: 6,257 shares; 2025Q3: 5,659 shares; 2025Q4: 5,680 shares; 2026Q1: 5,578 shares; 2026Q2: 5,579 shares 5,579 $268K 0.02% +1 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,418 shares 8,418 $267K 0.02% new Timeline IYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,931 shares; 2024Q4: 2,931 shares; 2025Q1: 2,931 shares; 2025Q2: 2,931 shares; 2025Q3: 2,931 shares; 2025Q4: 2,931 shares; 2026Q1: 2,931 shares; 2026Q2: 2,931 shares 2,931 $265K 0.02% 0 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,951 shares; 2025Q3: 4,811 shares; 2025Q4: not reported; 2026Q1: 4,383 shares; 2026Q2: 4,483 shares 4,483 $264K 0.02% +100 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,163 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,170 shares; 2025Q4: 1,171 shares; 2026Q1: 1,175 shares; 2026Q2: 1,175 shares 1,175 $263K 0.02% 0 Timeline VCEB 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: 4,242 shares; 2025Q4: 4,219 shares; 2026Q1: 4,219 shares; 2026Q2: 4,174 shares 4,174 $262K 0.02% -45 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,901 shares; 2026Q2: 1,901 shares 1,901 $261K 0.02% 0 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: not reported; 2026Q1: 4,860 shares; 2026Q2: 4,860 shares 4,860 $259K 0.02% 0 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,155 shares 1,155 $255K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,136 shares; 2025Q3: 1,738 shares; 2025Q4: 1,702 shares; 2026Q1: 1,704 shares; 2026Q2: 1,719 shares 1,719 $252K 0.02% +15 Timeline ITA 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: 1,054 shares; 2026Q2: 1,033 shares 1,033 $251K 0.02% -21 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: not reported; 2026Q2: 980 shares 980 $250K 0.02% new Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC 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: 524 shares 524 $250K 0.02% new Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH 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: not reported; 2026Q2: 565 shares 565 $245K 0.02% new Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS 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: not reported; 2026Q2: 976 shares 976 $240K 0.02% new Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER 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: 5,226 shares; 2025Q4: 5,026 shares; 2026Q1: 4,476 shares; 2026Q2: 4,426 shares 4,426 $237K 0.02% -50 Timeline ALRM ALARM COM HLDGS INC More: the full row for ALARM COM HLDGS 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: 5,050 shares 5,050 $236K 0.02% new Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 325 shares 325 $235K 0.02% new Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,420 shares; 2024Q4: 1,813 shares; 2025Q1: 1,813 shares; 2025Q2: not reported; 2025Q3: 1,813 shares; 2025Q4: 1,969 shares; 2026Q1: 2,017 shares; 2026Q2: 1,061 shares 1,061 $226K 0.02% -956 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC 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: 592 shares; 2026Q2: 528 shares 528 $225K 0.02% -64 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 571 shares 571 $225K 0.02% new Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,213 shares 1,213 $224K 0.02% new Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,885 shares; 2024Q4: 1,951 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,762 shares; 2026Q1: 1,769 shares; 2026Q2: 1,768 shares 1,768 $224K 0.02% -1 Timeline NUE NUCOR CORP More: the full row for NUCOR 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: not reported; 2026Q2: 1,002 shares 1,002 $223K 0.02% new Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,324 shares; 2024Q4: 3,076 shares; 2025Q1: 3,076 shares; 2025Q2: 3,076 shares; 2025Q3: 3,103 shares; 2025Q4: not reported; 2026Q1: 2,537 shares; 2026Q2: 2,746 shares 2,746 $220K 0.02% +209 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 481 shares; 2025Q4: 709 shares; 2026Q1: 753 shares; 2026Q2: 543 shares 543 $216K 0.02% -210 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: not reported; 2026Q1: not reported; 2026Q2: 2,030 shares 2,030 $211K 0.02% new Timeline AEE AMEREN CORP More: the full row for AMEREN 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: 1,833 shares; 2026Q2: 1,833 shares 1,833 $207K 0.02% 0 Timeline SO SOUTHERN CO More: the full row for SOUTHERN 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: 2,326 shares; 2025Q4: not reported; 2026Q1: 2,290 shares; 2026Q2: 2,159 shares 2,159 $207K 0.02% -131 Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D 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: 103 shares; 2026Q1: not reported; 2026Q2: 99 shares 99 $206K 0.02% new 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: 1,262 shares; 2025Q1: not reported; 2025Q2: 977 shares; 2025Q3: 1,008 shares; 2025Q4: 938 shares; 2026Q1: 912 shares; 2026Q2: 545 shares 545 $206K 0.02% -367 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL 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: 955 shares; 2026Q2: 908 shares 908 $202K 0.02% -47 Timeline XEXGX EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB 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: 16,427 shares; 2026Q1: 14,371 shares; 2026Q2: 14,371 shares 14,371 $141K 0.01% 0 Timeline LIVEWIRE GROUP INC LIVEWIRE GROUP INC More: the full row for LIVEWIRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,500 shares; 2024Q4: 11,500 shares; 2025Q1: 11,500 shares; 2025Q2: 11,500 shares; 2025Q3: 11,500 shares; 2025Q4: 11,500 shares; 2026Q1: 11,500 shares; 2026Q2: 11,500 shares 11,500 $230 <0.01% 0