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: 84,855 shares; 2024Q4: 79,988 shares; 2025Q1: 59,398 shares; 2025Q2: 82,086 shares; 2025Q3: 82,363 shares; 2025Q4: 81,632 shares; 2026Q1: 83,846 shares; 2026Q2: 83,461 shares 83,461 $57.3M 21.7% -385 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: 387,281 shares; 2024Q4: 783,296 shares; 2025Q1: 1,287,600 shares; 2025Q2: 743,141 shares; 2025Q3: 773,652 shares; 2025Q4: 809,521 shares; 2026Q1: 815,401 shares; 2026Q2: 821,227 shares 821,227 $22.7M 8.61% +5,826 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: 216,847 shares; 2024Q4: 119,495 shares; 2025Q1: 244,466 shares; 2025Q2: 129,102 shares; 2025Q3: 136,863 shares; 2025Q4: 140,643 shares; 2026Q1: 226,466 shares; 2026Q2: 184,601 shares 184,601 $22M 8.31% -41,865 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 210,215 shares; 2024Q4: 466,712 shares; 2025Q1: 215,390 shares; 2025Q2: 222,524 shares; 2025Q3: 473,015 shares; 2025Q4: 230,030 shares; 2026Q1: 231,393 shares; 2026Q2: 465,589 shares 465,589 $16.9M 6.39% +234,196 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,565 shares; 2024Q4: 7,298 shares; 2025Q1: 6,272 shares; 2025Q2: 7,348 shares; 2025Q3: 286,490 shares; 2025Q4: 134,353 shares; 2026Q1: 137,822 shares; 2026Q2: 216,088 shares 216,088 $16.6M 6.27% +78,266 Timeline VCLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 206,584 shares 206,584 $15.5M 5.88% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 288,504 shares; 2026Q2: 323,904 shares 323,904 $15.1M 5.73% +35,400 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: 40,596 shares; 2024Q4: 38,269 shares; 2025Q1: 39,665 shares; 2025Q2: 38,819 shares; 2025Q3: 40,349 shares; 2025Q4: 106,432 shares; 2026Q1: 40,611 shares; 2026Q2: 101,192 shares 101,192 $15M 5.68% +60,581 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: 16,521 shares; 2024Q4: 16,538 shares; 2025Q1: 16,518 shares; 2025Q2: 16,172 shares; 2025Q3: 16,034 shares; 2025Q4: 15,796 shares; 2026Q1: 15,757 shares; 2026Q2: 15,648 shares 15,648 $11.7M 4.44% -109 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: 85,592 shares; 2024Q4: 103,346 shares; 2025Q1: 84,804 shares; 2025Q2: 114,022 shares; 2025Q3: 119,052 shares; 2025Q4: 117,790 shares; 2026Q1: 117,930 shares; 2026Q2: 53,058 shares 53,058 $11.6M 4.38% -64,872 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: 176,669 shares; 2024Q4: 108,379 shares; 2025Q1: 108,828 shares; 2025Q2: 222,830 shares; 2025Q3: 103,551 shares; 2025Q4: 108,595 shares; 2026Q1: 112,700 shares; 2026Q2: 116,115 shares 116,115 $8.95M 3.39% +3,415 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: 34,609 shares; 2024Q4: 137,381 shares; 2025Q1: 155,551 shares; 2025Q2: 162,255 shares; 2025Q3: 153,752 shares; 2025Q4: 152,584 shares; 2026Q1: 155,384 shares; 2026Q2: 153,363 shares 153,363 $5.19M 1.96% -2,021 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: 40,644 shares; 2024Q4: 40,933 shares; 2025Q1: 45,432 shares; 2025Q2: 50,640 shares; 2025Q3: 49,510 shares; 2025Q4: 50,140 shares; 2026Q1: 50,114 shares; 2026Q2: 52,909 shares 52,909 $5.11M 1.93% +2,795 Timeline 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: 26,388 shares; 2024Q4: 26,447 shares; 2025Q1: 28,744 shares; 2025Q2: 29,788 shares; 2025Q3: 29,595 shares; 2025Q4: 28,992 shares; 2026Q1: 28,572 shares; 2026Q2: 28,517 shares 28,517 $4.66M 1.76% -55 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: 8,508 shares; 2024Q4: 8,485 shares; 2025Q1: 9,365 shares; 2025Q2: 12,384 shares; 2025Q3: 12,179 shares; 2025Q4: 12,167 shares; 2026Q1: 12,065 shares; 2026Q2: 47,983 shares 47,983 $3.87M 1.46% +35,918 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: 10,152 shares; 2024Q4: 10,047 shares; 2025Q1: 10,301 shares; 2025Q2: 12,036 shares; 2025Q3: 11,906 shares; 2025Q4: 11,922 shares; 2026Q1: 11,717 shares; 2026Q2: 11,679 shares 11,679 $3.54M 1.34% -38 Timeline IWL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,909 shares; 2024Q4: 10,417 shares; 2025Q1: 13,915 shares; 2025Q2: 15,310 shares; 2025Q3: 14,097 shares; 2025Q4: 14,093 shares; 2026Q1: 14,081 shares; 2026Q2: 13,775 shares 13,775 $2.55M 0.96% -306 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: 21,811 shares; 2024Q4: 22,398 shares; 2025Q1: 29,412 shares; 2025Q2: 29,397 shares; 2025Q3: 29,333 shares; 2025Q4: 29,811 shares; 2026Q1: 29,817 shares; 2026Q2: 29,817 shares 29,817 $2.47M 0.93% 0 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: 4,132 shares; 2024Q4: 4,132 shares; 2025Q1: 4,132 shares; 2025Q2: 4,290 shares; 2025Q3: 4,283 shares; 2025Q4: 4,203 shares; 2026Q1: 4,262 shares; 2026Q2: 25,671 shares 25,671 $2.21M 0.84% +21,409 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: 1,700 shares; 2024Q4: 3,131 shares; 2025Q1: 3,251 shares; 2025Q2: 2,965 shares; 2025Q3: 3,097 shares; 2025Q4: 2,157 shares; 2026Q1: 2,449 shares; 2026Q2: 9,145 shares 9,145 $1.83M 0.69% +6,696 Timeline SPYX 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: 42,360 shares; 2024Q4: 38,304 shares; 2025Q1: 31,224 shares; 2025Q2: 37,365 shares; 2025Q3: 35,644 shares; 2025Q4: 36,151 shares; 2026Q1: 32,717 shares; 2026Q2: 29,590 shares 29,590 $1.81M 0.68% -3,127 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,084 shares; 2024Q4: 10,692 shares; 2025Q1: 10,935 shares; 2025Q2: 16,343 shares; 2025Q3: 16,294 shares; 2025Q4: 14,235 shares; 2026Q1: 14,237 shares; 2026Q2: 13,275 shares 13,275 $1.46M 0.55% -962 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: 4,459 shares; 2024Q4: 4,496 shares; 2025Q1: 4,497 shares; 2025Q2: 5,337 shares; 2025Q3: 4,280 shares; 2025Q4: 4,158 shares; 2026Q1: 4,726 shares; 2026Q2: 4,794 shares 4,794 $1.39M 0.53% +68 Timeline JMUB 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: 9,259 shares; 2026Q2: 21,518 shares 21,518 $1.09M 0.41% +12,259 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: 27,967 shares; 2024Q4: 30,407 shares; 2025Q1: 39,802 shares; 2025Q2: 37,192 shares; 2025Q3: 37,192 shares; 2025Q4: 26,323 shares; 2026Q1: 26,323 shares; 2026Q2: 21,259 shares 21,259 $1.08M 0.41% -5,064 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: 149,404 shares; 2024Q4: 247,471 shares; 2025Q1: 364,543 shares; 2025Q2: 351,574 shares; 2025Q3: 20,088 shares; 2025Q4: 14,362 shares; 2026Q1: 14,196 shares; 2026Q2: 10,189 shares 10,189 $1.01M 0.38% -4,007 Timeline FMHI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,221 shares; 2024Q4: 18,492 shares; 2025Q1: 16,297 shares; 2025Q2: 16,272 shares; 2025Q3: 16,287 shares; 2025Q4: 16,318 shares; 2026Q1: 17,202 shares; 2026Q2: 18,473 shares 18,473 $896K 0.34% +1,271 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: 1,417 shares; 2024Q4: 1,394 shares; 2025Q1: 1,394 shares; 2025Q2: 1,394 shares; 2025Q3: 1,394 shares; 2025Q4: 1,394 shares; 2026Q1: 1,394 shares; 2026Q2: 1,396 shares 1,396 $886K 0.34% +2 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,832 shares; 2024Q4: 2,438 shares; 2025Q1: 3,198 shares; 2025Q2: 4,299 shares; 2025Q3: 4,200 shares; 2025Q4: 4,317 shares; 2026Q1: 4,712 shares; 2026Q2: 4,525 shares 4,525 $851K 0.32% -187 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: 11,052 shares; 2024Q4: 11,052 shares; 2025Q1: 11,052 shares; 2025Q2: 11,052 shares; 2025Q3: 5,315 shares; 2025Q4: 5,336 shares; 2026Q1: 5,355 shares; 2026Q2: 5,363 shares 5,363 $786K 0.3% +8 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,476 shares; 2024Q4: 8,476 shares; 2025Q1: 8,476 shares; 2025Q2: 8,476 shares; 2025Q3: 8,476 shares; 2025Q4: 8,476 shares; 2026Q1: 8,476 shares; 2026Q2: 8,476 shares 8,476 $725K 0.27% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,318 shares; 2025Q3: 22,350 shares; 2025Q4: 22,348 shares; 2026Q1: 22,350 shares; 2026Q2: 22,343 shares 22,343 $658K 0.25% -7 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: 1,660 shares; 2024Q4: 1,660 shares; 2025Q1: 1,660 shares; 2025Q2: 3,269 shares; 2025Q3: 1,632 shares; 2025Q4: 1,632 shares; 2026Q1: 1,783 shares; 2026Q2: 1,824 shares 1,824 $652K 0.25% +41 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: 789 shares; 2024Q4: 883 shares; 2025Q1: 883 shares; 2025Q2: 968 shares; 2025Q3: 968 shares; 2025Q4: 828 shares; 2026Q1: 828 shares; 2026Q2: 828 shares 828 $618K 0.23% 0 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,000 shares; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares; 2025Q4: 4,000 shares; 2026Q1: 4,000 shares; 2026Q2: 4,007 shares 4,007 $574K 0.22% +7 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,221 shares; 2025Q3: 13,812 shares; 2025Q4: 20,127 shares; 2026Q1: 19,968 shares; 2026Q2: 20,105 shares 20,105 $571K 0.22% +137 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: 3,488 shares; 2024Q4: 3,488 shares; 2025Q1: 3,488 shares; 2025Q2: 5,088 shares; 2025Q3: 3,592 shares; 2025Q4: 3,219 shares; 2026Q1: 2,233 shares; 2026Q2: 2,286 shares 2,286 $545K 0.21% +53 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: 4,140 shares; 2024Q4: 4,112 shares; 2025Q1: 4,112 shares; 2025Q2: 3,786 shares; 2025Q3: 3,786 shares; 2025Q4: 3,652 shares; 2026Q1: 3,652 shares; 2026Q2: 3,678 shares 3,678 $539K 0.2% +26 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,527 shares; 2024Q4: 1,498 shares; 2025Q1: 1,498 shares; 2025Q2: 1,498 shares; 2025Q3: 1,498 shares; 2025Q4: 1,498 shares; 2026Q1: 1,585 shares; 2026Q2: 1,608 shares 1,608 $526K 0.2% +23 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: 945 shares; 2024Q4: 945 shares; 2025Q1: 945 shares; 2025Q2: 945 shares; 2025Q3: 945 shares; 2025Q4: 945 shares; 2026Q1: 945 shares; 2026Q2: 961 shares 961 $481K 0.18% +16 Timeline EFAX 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: 7,459 shares; 2024Q4: 6,485 shares; 2025Q1: 13,830 shares; 2025Q2: 7,864 shares; 2025Q3: 8,017 shares; 2025Q4: 8,309 shares; 2026Q1: 8,163 shares; 2026Q2: 7,687 shares 7,687 $416K 0.16% -476 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,893 shares; 2024Q4: 2,893 shares; 2025Q1: 2,893 shares; 2025Q2: 2,893 shares; 2025Q3: 2,893 shares; 2025Q4: 2,893 shares; 2026Q1: 2,893 shares; 2026Q2: 2,920 shares 2,920 $399K 0.15% +27 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,333 shares; 2024Q4: 1,333 shares; 2025Q1: 1,333 shares; 2025Q2: 1,333 shares; 2025Q3: 1,333 shares; 2025Q4: 1,333 shares; 2026Q1: 1,333 shares; 2026Q2: 1,339 shares 1,339 $377K 0.14% +6 Timeline EEMX 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: 8,752 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,173 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,487 shares 5,487 $297K 0.11% new Timeline USHY 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: 5,969 shares; 2026Q1: 6,103 shares; 2026Q2: 6,661 shares 6,661 $247K 0.09% +558 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 647 shares 647 $229K 0.09% new 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: 2,803 shares; 2024Q4: not reported; 2025Q1: 2,803 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,730 shares; 2026Q2: 2,786 shares 2,786 $226K 0.09% +56 Timeline