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; 2024Q4: 149,238 shares; 2025Q1: 138,217 shares; 2025Q2: 109,575 shares; 2025Q3: 105,303 shares; 2025Q4: 106,136 shares; 2026Q1: 104,677 shares; 2026Q2: 106,571 shares; 2026Q3: 109,246 shares 109,246 $76.6M 32.04% +2,675 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; 2024Q4: 474,564 shares; 2025Q1: 527,397 shares; 2025Q2: 381,089 shares; 2025Q3: 375,625 shares; 2025Q4: 385,669 shares; 2026Q1: 434,815 shares; 2026Q2: 443,456 shares; 2026Q3: 464,181 shares 464,181 $33.8M 14.15% +20,725 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; 2024Q4: 593,326 shares; 2025Q1: 631,730 shares; 2025Q2: 530,993 shares; 2025Q3: 521,017 shares; 2025Q4: 540,176 shares; 2026Q1: 505,524 shares; 2026Q2: 516,023 shares; 2026Q3: 534,162 shares 534,162 $26.8M 11.22% +18,139 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 91,262 shares; 2025Q1: 89,878 shares; 2025Q2: 70,999 shares; 2025Q3: 68,310 shares; 2025Q4: 69,003 shares; 2026Q1: 68,263 shares; 2026Q2: 69,812 shares; 2026Q3: 71,671 shares 71,671 $16.6M 6.95% +1,859 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; 2024Q4: 804 shares; 2025Q1: 884 shares; 2025Q2: 13,341 shares; 2025Q3: 18,364 shares; 2025Q4: 23,920 shares; 2026Q1: 27,225 shares; 2026Q2: 169,576 shares; 2026Q3: 181,731 shares 181,731 $16.4M 6.85% +12,155 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,598 shares; 2025Q3: 19,912 shares; 2025Q4: 26,410 shares; 2026Q1: 40,972 shares; 2026Q2: 42,570 shares; 2026Q3: 45,502 shares 45,502 $9.83M 4.11% +2,932 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; 2024Q4: 179,425 shares; 2025Q1: 191,694 shares; 2025Q2: 164,867 shares; 2025Q3: 163,955 shares; 2025Q4: 171,276 shares; 2026Q1: 167,322 shares; 2026Q2: 171,243 shares; 2026Q3: 178,006 shares 178,006 $9.21M 3.86% +6,763 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,241 shares; 2025Q3: 11,815 shares; 2025Q4: 15,701 shares; 2026Q1: 20,662 shares; 2026Q2: 85,580 shares; 2026Q3: 92,194 shares 92,194 $7.23M 3.03% +6,614 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 81,409 shares; 2025Q1: 89,964 shares; 2025Q2: 100,711 shares; 2025Q3: 116,316 shares; 2025Q4: 130,791 shares; 2026Q1: 121,180 shares; 2026Q2: 123,300 shares; 2026Q3: 128,503 shares 128,503 $6.02M 2.52% +5,203 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 82,877 shares; 2025Q1: 87,862 shares; 2025Q2: 92,438 shares; 2025Q3: 108,542 shares; 2025Q4: 122,128 shares; 2026Q1: 140,654 shares; 2026Q2: 144,588 shares; 2026Q3: 148,872 shares 148,872 $3.36M 1.41% +4,284 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,109 shares; 2025Q3: 7,337 shares; 2025Q4: 9,676 shares; 2026Q1: 10,069 shares; 2026Q2: 10,409 shares; 2026Q3: 11,211 shares 11,211 $3.19M 1.33% +802 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 109,522 shares; 2026Q1: 104,314 shares; 2026Q2: 108,413 shares; 2026Q3: 106,106 shares 106,106 $2.57M 1.08% -2,307 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,477 shares; 2025Q3: 3,624 shares; 2025Q4: 4,538 shares; 2026Q1: 5,780 shares; 2026Q2: 6,139 shares; 2026Q3: 6,724 shares 6,724 $2.56M 1.07% +585 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,853 shares; 2025Q3: 20,756 shares; 2025Q4: 25,783 shares; 2026Q1: 31,152 shares; 2026Q2: 31,691 shares; 2026Q3: 33,155 shares 33,155 $2.53M 1.06% +1,464 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; 2024Q4: 31,261 shares; 2025Q1: 29,523 shares; 2025Q2: 16,510 shares; 2025Q3: 15,499 shares; 2025Q4: 15,137 shares; 2026Q1: 14,234 shares; 2026Q2: 14,723 shares; 2026Q3: 14,832 shares 14,832 $2.3M 0.96% +109 Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,927 shares; 2025Q3: 18,098 shares; 2025Q4: 21,948 shares; 2026Q1: 32,725 shares; 2026Q2: 33,289 shares; 2026Q3: 34,665 shares 34,665 $2.19M 0.92% +1,376 Timeline BLV 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,983 shares; 2025Q3: 11,367 shares; 2025Q4: 13,902 shares; 2026Q1: 31,606 shares; 2026Q2: 32,174 shares; 2026Q3: 33,616 shares 33,616 $2.11M 0.88% +1,442 Timeline PGX 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; 2024Q4: 274,892 shares; 2025Q1: 305,740 shares; 2025Q2: 165,972 shares; 2025Q3: 156,453 shares; 2025Q4: 153,110 shares; 2026Q1: 167,863 shares; 2026Q2: 176,237 shares; 2026Q3: 176,812 shares 176,812 $1.78M 0.75% +575 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 33,317 shares; 2025Q1: 34,880 shares; 2025Q2: 19,326 shares; 2025Q3: 18,003 shares; 2025Q4: 17,377 shares; 2026Q1: 15,351 shares; 2026Q2: 15,829 shares; 2026Q3: 15,933 shares 15,933 $1.61M 0.67% +104 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,890 shares; 2025Q3: 12,294 shares; 2025Q4: 14,950 shares; 2026Q1: 29,538 shares; 2026Q2: 31,886 shares; 2026Q3: 33,187 shares 33,187 $1.47M 0.62% +1,301 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,141 shares; 2025Q3: 21,032 shares; 2025Q4: 25,704 shares; 2026Q1: 28,164 shares; 2026Q2: 28,601 shares; 2026Q3: 29,762 shares 29,762 $1.46M 0.61% +1,161 Timeline NYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 47,098 shares; 2025Q1: 47,729 shares; 2025Q2: 46,242 shares; 2025Q3: 35,497 shares; 2025Q4: 24,330 shares; 2026Q1: 23,553 shares; 2026Q2: 23,741 shares; 2026Q3: 24,032 shares 24,032 $1.21M 0.51% +291 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; 2024Q4: 23,897 shares; 2025Q1: 25,852 shares; 2025Q2: 14,313 shares; 2025Q3: 13,397 shares; 2025Q4: 13,137 shares; 2026Q1: 13,190 shares; 2026Q2: 14,306 shares; 2026Q3: 14,378 shares 14,378 $1.13M 0.47% +72 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,487 shares; 2025Q1: 1,557 shares; 2025Q2: 1,185 shares; 2025Q3: 1,142 shares; 2025Q4: 1,246 shares; 2026Q1: 1,256 shares; 2026Q2: 1,329 shares; 2026Q3: 1,234 shares 1,234 $633K 0.26% -95 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 2,046 shares; 2025Q2: 1,588 shares; 2025Q3: 1,088 shares; 2025Q4: 1,088 shares; 2026Q1: 1,629 shares; 2026Q2: 1,770 shares; 2026Q3: 1,821 shares 1,821 $416K 0.17% +51 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,672 shares; 2025Q1: 1,672 shares; 2025Q2: 1,239 shares; 2025Q3: 1,059 shares; 2025Q4: 932 shares; 2026Q1: 1,424 shares; 2026Q2: 1,522 shares; 2026Q3: 1,239 shares 1,239 $413K 0.17% -283 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; 2024Q4: 1,809 shares; 2025Q1: 1,982 shares; 2025Q2: 1,206 shares; 2025Q3: 1,298 shares; 2025Q4: 1,298 shares; 2026Q1: 1,474 shares; 2026Q2: 1,509 shares; 2026Q3: 1,546 shares 1,546 $385K 0.16% +37 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; 2024Q4: 4,974 shares; 2025Q1: 5,320 shares; 2025Q2: 6,255 shares; 2025Q3: 6,973 shares; 2025Q4: 7,134 shares; 2026Q1: 6,398 shares; 2026Q2: 6,510 shares; 2026Q3: 6,601 shares 6,601 $313K 0.13% +91 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; 2024Q4: 4,158 shares; 2025Q1: 4,909 shares; 2025Q2: 3,235 shares; 2025Q3: 3,026 shares; 2025Q4: 2,698 shares; 2026Q1: 2,148 shares; 2026Q2: 2,102 shares; 2026Q3: 2,085 shares 2,085 $303K 0.13% -17 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; 2024Q4: not reported; 2025Q1: 514 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 405 shares 405 $300K 0.13% new Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 3,348 shares 3,348 $285K 0.12% new 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 280 shares; 2025Q4: 306 shares; 2026Q1: 387 shares; 2026Q2: 396 shares; 2026Q3: 390 shares 390 $283K 0.12% -6 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,404 shares; 2025Q1: 2,477 shares; 2025Q2: 1,768 shares; 2025Q3: 1,331 shares; 2025Q4: 1,246 shares; 2026Q1: 1,121 shares; 2026Q2: 1,144 shares; 2026Q3: 1,139 shares 1,139 $270K 0.11% -5 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; 2024Q4: 360 shares; 2025Q1: 441 shares; 2025Q2: 313 shares; 2025Q3: 288 shares; 2025Q4: 247 shares; 2026Q1: not reported; 2026Q2: 223 shares; 2026Q3: 223 shares 223 $258K 0.11% 0 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; 2024Q4: 2,010 shares; 2025Q1: 1,833 shares; 2025Q2: 1,484 shares; 2025Q3: 724 shares; 2025Q4: 643 shares; 2026Q1: not reported; 2026Q2: 707 shares; 2026Q3: 770 shares 770 $255K 0.11% +63 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,537 shares; 2025Q1: 1,446 shares; 2025Q2: 1,065 shares; 2025Q3: 737 shares; 2025Q4: 678 shares; 2026Q1: 713 shares; 2026Q2: 702 shares; 2026Q3: 701 shares 701 $252K 0.11% -1 Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,290 shares; 2025Q1: 3,269 shares; 2025Q2: 2,287 shares; 2025Q3: 1,613 shares; 2025Q4: 1,478 shares; 2026Q1: 1,388 shares; 2026Q2: 1,248 shares; 2026Q3: 1,239 shares 1,239 $250K 0.1% -9 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 672 shares; 2025Q1: 661 shares; 2025Q2: not reported; 2025Q3: 437 shares; 2025Q4: 388 shares; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 369 shares 369 $249K 0.1% new Timeline XOM EXXONMOBIL HOLDINGS CORP More: the full row for EXXONMOBIL HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,474 shares 1,474 $240K 0.1% new Timeline RLI RLI CORP More: the full row for RLI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,009 shares; 2025Q1: 6,019 shares; 2025Q2: 4,666 shares; 2025Q3: 3,736 shares; 2025Q4: 3,454 shares; 2026Q1: 3,632 shares; 2026Q2: 4,076 shares; 2026Q3: 4,044 shares 4,044 $224K 0.09% -32 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; 2024Q4: 2,110 shares; 2025Q1: 2,222 shares; 2025Q2: 1,541 shares; 2025Q3: 1,229 shares; 2025Q4: 1,148 shares; 2026Q1: 1,141 shares; 2026Q2: 1,104 shares; 2026Q3: 1,095 shares 1,095 $223K 0.09% -9 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; 2024Q4: 5,418 shares; 2025Q1: 5,805 shares; 2025Q2: 4,028 shares; 2025Q3: 3,073 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,516 shares; 2026Q3: 2,492 shares 2,492 $214K 0.09% -24 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 4,520 shares 4,520 $214K 0.09% new Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,700 shares; 2025Q1: 3,444 shares; 2025Q2: 2,510 shares; 2025Q3: 1,371 shares; 2025Q4: 1,201 shares; 2026Q1: 1,038 shares; 2026Q2: not reported; 2026Q3: 1,116 shares 1,116 $207K 0.09% new Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,655 shares; 2025Q1: 3,614 shares; 2025Q2: 2,458 shares; 2025Q3: 1,719 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,088 shares 2,088 $206K 0.09% new 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,460 shares; 2025Q3: 1,168 shares; 2025Q4: 972 shares; 2026Q1: 972 shares; 2026Q2: 880 shares; 2026Q3: 880 shares 880 $205K 0.09% 0 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,113 shares; 2025Q3: 4,094 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,687 shares 2,687 $203K 0.08% new Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,969 shares; 2025Q1: 10,959 shares; 2025Q2: 8,076 shares; 2025Q3: 5,480 shares; 2025Q4: 5,072 shares; 2026Q1: 5,253 shares; 2026Q2: not reported; 2026Q3: 4,415 shares 4,415 $203K 0.08% new Timeline