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: 109,032 shares; 2024Q4: 112,212 shares; 2025Q1: 127,599 shares; 2025Q2: 127,754 shares; 2025Q3: 130,359 shares; 2025Q4: 131,014 shares; 2026Q1: 128,106 shares; 2026Q2: 127,028 shares 127,028 $87.2M 10.22% -1,078 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: 724,221 shares; 2024Q4: 762,371 shares; 2025Q1: 781,702 shares; 2025Q2: 804,818 shares; 2025Q3: 827,262 shares; 2025Q4: 891,816 shares; 2026Q1: 925,546 shares; 2026Q2: 955,502 shares 955,502 $70.1M 8.22% +29,956 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: 647,229 shares; 2024Q4: 2,581,833 shares; 2025Q1: 2,273,321 shares; 2025Q2: 2,252,676 shares; 2025Q3: 2,214,447 shares; 2025Q4: 2,135,184 shares; 2026Q1: 1,869,804 shares; 2026Q2: 1,880,176 shares 1,880,176 $63.6M 7.46% +10,372 Timeline GTO INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 864,689 shares; 2024Q4: 917,131 shares; 2025Q1: 974,359 shares; 2025Q2: 1,013,133 shares; 2025Q3: 1,059,618 shares; 2025Q4: 1,137,747 shares; 2026Q1: 1,193,943 shares; 2026Q2: 1,250,499 shares 1,250,499 $58.6M 6.87% +56,556 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: 712,361 shares; 2024Q4: 760,202 shares; 2025Q1: 899,444 shares; 2025Q2: 923,950 shares; 2025Q3: 938,938 shares; 2025Q4: 972,284 shares; 2026Q1: 976,036 shares; 2026Q2: 994,021 shares 994,021 $50.1M 5.87% +17,985 Timeline VONV 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: 332,904 shares; 2025Q3: 345,535 shares; 2025Q4: 374,469 shares; 2026Q1: 387,183 shares; 2026Q2: 396,710 shares 396,710 $42.2M 4.94% +9,527 Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 735,513 shares; 2024Q4: 787,249 shares; 2025Q1: 928,912 shares; 2025Q2: 959,806 shares; 2025Q3: 980,213 shares; 2025Q4: 1,022,545 shares; 2026Q1: 853,644 shares; 2026Q2: 869,104 shares 869,104 $39.7M 4.65% +15,460 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 263,455 shares; 2026Q1: 409,393 shares; 2026Q2: 424,043 shares 424,043 $22M 2.57% +14,650 Timeline TIPX 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: 781,801 shares; 2024Q4: 822,724 shares; 2025Q1: 835,470 shares; 2025Q2: 864,922 shares; 2025Q3: 888,564 shares; 2025Q4: 946,670 shares; 2026Q1: 985,292 shares; 2026Q2: 1,009,494 shares 1,009,494 $19.1M 2.24% +24,202 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 273,782 shares; 2024Q4: 289,077 shares; 2025Q1: 295,503 shares; 2025Q2: 305,121 shares; 2025Q3: 312,257 shares; 2025Q4: 336,775 shares; 2026Q1: 350,895 shares; 2026Q2: 357,992 shares 357,992 $18.1M 2.12% +7,097 Timeline HTRB HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 384,821 shares; 2024Q4: 442,636 shares; 2025Q1: 452,332 shares; 2025Q2: 462,523 shares; 2025Q3: 472,774 shares; 2025Q4: 519,504 shares; 2026Q1: 527,184 shares; 2026Q2: 528,257 shares 528,257 $17.8M 2.09% +1,073 Timeline SMMD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 332,328 shares; 2024Q4: 330,785 shares; 2025Q1: 191,744 shares; 2025Q2: 169,041 shares; 2025Q3: 142,224 shares; 2025Q4: 109,281 shares; 2026Q1: 173,045 shares; 2026Q2: 176,437 shares 176,437 $16.2M 1.89% +3,392 Timeline SPYM 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: 6,721 shares; 2024Q4: 7,122 shares; 2025Q1: 10,049 shares; 2025Q2: 13,574 shares; 2025Q3: 16,381 shares; 2025Q4: 61,446 shares; 2026Q1: 151,629 shares; 2026Q2: 183,922 shares 183,922 $16.2M 1.89% +32,293 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: 90,535 shares; 2024Q4: 93,291 shares; 2025Q1: 94,130 shares; 2025Q2: 81,776 shares; 2025Q3: 80,183 shares; 2025Q4: 81,460 shares; 2026Q1: 76,375 shares; 2026Q2: 75,494 shares 75,494 $14.2M 1.66% -881 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 174,790 shares; 2024Q4: 179,030 shares; 2025Q1: 181,786 shares; 2025Q2: 181,371 shares; 2025Q3: 183,149 shares; 2025Q4: 188,282 shares; 2026Q1: 186,337 shares; 2026Q2: 188,776 shares 188,776 $11.9M 1.39% +2,439 Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 408,320 shares; 2024Q4: 411,854 shares; 2025Q1: 338,944 shares; 2025Q2: 199,252 shares; 2025Q3: 186,891 shares; 2025Q4: 198,177 shares; 2026Q1: 197,127 shares; 2026Q2: 200,419 shares 200,419 $11.6M 1.35% +3,292 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: 20,789 shares; 2024Q4: 20,471 shares; 2025Q1: 21,341 shares; 2025Q2: 21,549 shares; 2025Q3: 22,194 shares; 2025Q4: 21,579 shares; 2026Q1: 129,986 shares; 2026Q2: 129,488 shares 129,488 $11.2M 1.31% -498 Timeline XLRE 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: 195,555 shares; 2024Q4: 201,610 shares; 2025Q1: 207,256 shares; 2025Q2: 207,864 shares; 2025Q3: 215,503 shares; 2025Q4: 229,277 shares; 2026Q1: 239,993 shares; 2026Q2: 245,437 shares 245,437 $10.8M 1.27% +5,444 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: 35,200 shares; 2024Q4: 38,689 shares; 2025Q1: 38,282 shares; 2025Q2: 34,993 shares; 2025Q3: 33,017 shares; 2025Q4: 32,701 shares; 2026Q1: 31,913 shares; 2026Q2: 32,230 shares 32,230 $9.33M 1.09% +317 Timeline QEFA 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: 65,255 shares; 2024Q4: 69,224 shares; 2025Q1: 77,311 shares; 2025Q2: 84,955 shares; 2025Q3: 94,282 shares; 2025Q4: 99,648 shares; 2026Q1: 96,328 shares; 2026Q2: 95,653 shares 95,653 $9.18M 1.08% -675 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: 48,690 shares; 2024Q4: 46,708 shares; 2025Q1: 44,424 shares; 2025Q2: 43,171 shares; 2025Q3: 42,629 shares; 2025Q4: 42,046 shares; 2026Q1: 38,697 shares; 2026Q2: 38,626 shares 38,626 $9.14M 1.07% -71 Timeline INTF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 180,512 shares; 2024Q4: 194,491 shares; 2025Q1: 215,910 shares; 2025Q2: 241,659 shares; 2025Q3: 237,808 shares; 2025Q4: 237,995 shares; 2026Q1: 223,526 shares; 2026Q2: 222,095 shares 222,095 $9.1M 1.07% -1,431 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: 86,844 shares; 2024Q4: 101,240 shares; 2025Q1: 111,538 shares; 2025Q2: 108,794 shares; 2025Q3: 106,563 shares; 2025Q4: 109,303 shares; 2026Q1: 103,798 shares; 2026Q2: 104,118 shares 104,118 $8.9M 1.04% +320 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,700 shares; 2024Q4: 55,693 shares; 2025Q1: 55,516 shares; 2025Q2: 56,812 shares; 2025Q3: 58,446 shares; 2025Q4: 58,901 shares; 2026Q1: 62,899 shares; 2026Q2: 62,504 shares 62,504 $8.9M 1.04% -395 Timeline USSG DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 101,738 shares; 2024Q4: 109,357 shares; 2025Q1: 107,792 shares; 2025Q2: 111,203 shares; 2025Q3: 114,781 shares; 2025Q4: 116,985 shares; 2026Q1: 125,676 shares; 2026Q2: 124,959 shares 124,959 $8.68M 1.02% -717 Timeline GUNR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 163,457 shares; 2024Q4: 157,178 shares; 2025Q1: 165,255 shares; 2025Q2: 168,488 shares; 2025Q3: 173,952 shares; 2025Q4: 183,981 shares; 2026Q1: 168,240 shares; 2026Q2: 171,078 shares 171,078 $8.43M 0.99% +2,838 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: 60,744 shares; 2024Q4: 65,438 shares; 2025Q1: 70,835 shares; 2025Q2: 75,151 shares; 2025Q3: 76,129 shares; 2025Q4: 79,325 shares; 2026Q1: 79,889 shares; 2026Q2: 79,094 shares 79,094 $8.22M 0.96% -795 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,360 shares; 2024Q4: 59,370 shares; 2025Q1: 62,842 shares; 2025Q2: 63,498 shares; 2025Q3: 65,677 shares; 2025Q4: 69,893 shares; 2026Q1: 72,366 shares; 2026Q2: 75,986 shares 75,986 $8.09M 0.95% +3,620 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 78,969 shares; 2024Q4: 80,793 shares; 2025Q1: 80,496 shares; 2025Q2: 68,359 shares; 2025Q3: 62,833 shares; 2025Q4: 61,301 shares; 2026Q1: 60,319 shares; 2026Q2: 60,066 shares 60,066 $7.69M 0.9% -253 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: 105,056 shares; 2024Q4: 107,061 shares; 2025Q1: 121,127 shares; 2025Q2: 126,451 shares; 2025Q3: 127,018 shares; 2025Q4: 132,163 shares; 2026Q1: 132,932 shares; 2026Q2: 137,455 shares 137,455 $6.96M 0.82% +4,523 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: 11,737 shares; 2024Q4: 47,242 shares; 2025Q1: 78,900 shares; 2025Q2: 148,220 shares; 2025Q3: 149,181 shares; 2025Q4: 170,756 shares; 2026Q1: 224,560 shares; 2026Q2: 224,925 shares 224,925 $6.51M 0.76% +365 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: 74,737 shares; 2024Q4: 79,386 shares; 2025Q1: 77,970 shares; 2025Q2: 67,247 shares; 2025Q3: 72,013 shares; 2025Q4: 71,149 shares; 2026Q1: 66,085 shares; 2026Q2: 66,903 shares 66,903 $6.46M 0.76% +818 Timeline FTLS 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: 92,307 shares; 2024Q4: 89,666 shares; 2025Q1: 86,868 shares; 2025Q2: 84,485 shares; 2025Q3: 82,405 shares; 2025Q4: 82,576 shares; 2026Q1: 80,858 shares; 2026Q2: 82,219 shares 82,219 $6.07M 0.71% +1,361 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 136,799 shares; 2024Q4: 132,702 shares; 2025Q1: 131,111 shares; 2025Q2: 129,174 shares; 2025Q3: 126,608 shares; 2025Q4: 124,123 shares; 2026Q1: 123,219 shares; 2026Q2: 123,399 shares 123,399 $5.95M 0.7% +180 Timeline VTEC VANGUARD CALIF TAX FREE FDS More: the full row for VANGUARD CALIF TAX FREE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,457 shares; 2025Q1: 52,929 shares; 2025Q2: 59,384 shares; 2025Q3: 51,447 shares; 2025Q4: 54,394 shares; 2026Q1: 57,691 shares; 2026Q2: 58,901 shares 58,901 $5.93M 0.69% +1,210 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: 33,768 shares; 2024Q4: 44,387 shares; 2025Q1: 45,659 shares; 2025Q2: 46,851 shares; 2025Q3: 43,825 shares; 2025Q4: 43,770 shares; 2026Q1: 41,585 shares; 2026Q2: 51,572 shares 51,572 $5.55M 0.65% +9,987 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,125 shares; 2024Q4: 72,127 shares; 2025Q1: 76,640 shares; 2025Q2: 76,110 shares; 2025Q3: 82,687 shares; 2025Q4: 88,871 shares; 2026Q1: 104,916 shares; 2026Q2: 109,222 shares 109,222 $5.18M 0.61% +4,306 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: 18,296 shares; 2024Q4: 19,732 shares; 2025Q1: 20,665 shares; 2025Q2: 21,206 shares; 2025Q3: 22,585 shares; 2025Q4: 24,789 shares; 2026Q1: 23,191 shares; 2026Q2: 24,000 shares 24,000 $4.8M 0.56% +809 Timeline NUDM NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65,957 shares; 2024Q4: 74,306 shares; 2025Q1: 72,985 shares; 2025Q2: 87,902 shares; 2025Q3: 91,036 shares; 2025Q4: 96,827 shares; 2026Q1: 103,531 shares; 2026Q2: 104,411 shares 104,411 $4.18M 0.49% +880 Timeline SHM 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: 117,358 shares; 2024Q4: 100,027 shares; 2025Q1: 88,754 shares; 2025Q2: 84,338 shares; 2025Q3: 82,810 shares; 2025Q4: 85,485 shares; 2026Q1: 85,152 shares; 2026Q2: 86,254 shares 86,254 $4.14M 0.48% +1,102 Timeline EELV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 238,977 shares; 2024Q4: 192,989 shares; 2025Q1: 192,443 shares; 2025Q2: 184,515 shares; 2025Q3: 188,604 shares; 2025Q4: 154,688 shares; 2026Q1: 147,753 shares; 2026Q2: 146,521 shares 146,521 $4.07M 0.48% -1,232 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,653 shares; 2024Q4: 29,855 shares; 2025Q1: 31,093 shares; 2025Q2: 33,855 shares; 2025Q3: 35,342 shares; 2025Q4: 37,460 shares; 2026Q1: 39,017 shares; 2026Q2: 39,514 shares 39,514 $4.06M 0.48% +497 Timeline SUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 96,206 shares; 2024Q4: 106,798 shares; 2025Q1: 115,386 shares; 2025Q2: 109,527 shares; 2025Q3: 117,935 shares; 2025Q4: 126,830 shares; 2026Q1: 148,841 shares; 2026Q2: 152,702 shares 152,702 $3.82M 0.45% +3,861 Timeline VCRM VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 31,281 shares; 2025Q3: 33,087 shares; 2025Q4: 37,978 shares; 2026Q1: 38,975 shares; 2026Q2: 49,083 shares 49,083 $3.75M 0.44% +10,108 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: 10,517 shares; 2024Q4: 11,201 shares; 2025Q1: 10,181 shares; 2025Q2: 10,462 shares; 2025Q3: 9,467 shares; 2025Q4: 9,713 shares; 2026Q1: 10,258 shares; 2026Q2: 9,957 shares 9,957 $3.52M 0.41% -301 Timeline VONE 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: 7,708 shares; 2025Q3: 7,833 shares; 2025Q4: 7,957 shares; 2026Q1: 9,957 shares; 2026Q2: 9,915 shares 9,915 $3.36M 0.39% -42 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: 7,190 shares; 2024Q4: 8,730 shares; 2025Q1: 11,502 shares; 2025Q2: 8,995 shares; 2025Q3: 8,698 shares; 2025Q4: 8,538 shares; 2026Q1: 8,651 shares; 2026Q2: 8,544 shares 8,544 $3.16M 0.37% -107 Timeline NANR 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: 31,449 shares; 2024Q4: 48,965 shares; 2025Q1: 50,459 shares; 2025Q2: 40,847 shares; 2025Q3: 40,396 shares; 2025Q4: 41,293 shares; 2026Q1: 38,205 shares; 2026Q2: 40,406 shares 40,406 $3.05M 0.36% +2,201 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: 7,534 shares; 2024Q4: 8,398 shares; 2025Q1: 8,232 shares; 2025Q2: 7,364 shares; 2025Q3: 7,018 shares; 2025Q4: 6,884 shares; 2026Q1: 6,842 shares; 2026Q2: 7,612 shares 7,612 $2.72M 0.32% +770 Timeline NFRA FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,831 shares; 2024Q4: 35,496 shares; 2025Q1: 36,017 shares; 2025Q2: 38,082 shares; 2025Q3: 39,655 shares; 2025Q4: 41,218 shares; 2026Q1: 39,941 shares; 2026Q2: 40,317 shares 40,317 $2.59M 0.3% +376 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: 101,328 shares; 2024Q4: 102,291 shares; 2025Q1: 103,318 shares; 2025Q2: 98,645 shares; 2025Q3: 101,380 shares; 2025Q4: 103,879 shares; 2026Q1: 99,728 shares; 2026Q2: 102,848 shares 102,848 $2.44M 0.29% +3,120 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: 6,146 shares; 2024Q4: 6,931 shares; 2025Q1: 7,554 shares; 2025Q2: 7,899 shares; 2025Q3: 8,291 shares; 2025Q4: 8,251 shares; 2026Q1: 9,397 shares; 2026Q2: 9,853 shares 9,853 $2.35M 0.28% +456 Timeline RDDT REDDIT INC More: the full row for REDDIT 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: 12,548 shares 12,548 $2.18M 0.26% new Timeline EMCR DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,795 shares; 2024Q4: 55,653 shares; 2025Q1: 54,378 shares; 2025Q2: 33,524 shares; 2025Q3: 34,250 shares; 2025Q4: 34,713 shares; 2026Q1: 48,088 shares; 2026Q2: 48,695 shares 48,695 $2.18M 0.26% +607 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 486,579 shares; 2024Q4: 490,888 shares; 2025Q1: 493,567 shares; 2025Q2: 39,019 shares; 2025Q3: 36,669 shares; 2025Q4: 35,350 shares; 2026Q1: 33,714 shares; 2026Q2: 33,626 shares 33,626 $2.09M 0.25% -88 Timeline FNDE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,221 shares; 2024Q4: 19,887 shares; 2025Q1: 21,130 shares; 2025Q2: 29,740 shares; 2025Q3: 28,721 shares; 2025Q4: 42,910 shares; 2026Q1: 50,251 shares; 2026Q2: 52,275 shares 52,275 $2.07M 0.24% +2,024 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: 6,449 shares; 2024Q4: 16,563 shares; 2025Q1: 20,093 shares; 2025Q2: 62,534 shares; 2025Q3: 58,754 shares; 2025Q4: 69,938 shares; 2026Q1: 66,256 shares; 2026Q2: 66,747 shares 66,747 $1.85M 0.22% +491 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,933 shares; 2024Q4: 3,615 shares; 2025Q1: 4,148 shares; 2025Q2: 3,878 shares; 2025Q3: 3,732 shares; 2025Q4: 3,429 shares; 2026Q1: 14,825 shares; 2026Q2: 14,718 shares 14,718 $1.83M 0.21% -107 Timeline GNR 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: 16,965 shares; 2024Q4: 14,122 shares; 2025Q1: 15,025 shares; 2025Q2: 28,799 shares; 2025Q3: 29,378 shares; 2025Q4: 29,468 shares; 2026Q1: 26,559 shares; 2026Q2: 26,624 shares 26,624 $1.79M 0.21% +65 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: 2,920 shares; 2024Q4: 3,388 shares; 2025Q1: 3,435 shares; 2025Q2: 3,944 shares; 2025Q3: 4,316 shares; 2025Q4: 4,682 shares; 2026Q1: 4,453 shares; 2026Q2: 4,779 shares 4,779 $1.78M 0.21% +326 Timeline IGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,314 shares; 2024Q4: 23,007 shares; 2025Q1: 23,402 shares; 2025Q2: 23,051 shares; 2025Q3: 23,168 shares; 2025Q4: 24,993 shares; 2026Q1: 24,691 shares; 2026Q2: 25,100 shares 25,100 $1.67M 0.2% +409 Timeline MMCA NYLIM ACTIVE ETF TR More: the full row for NYLIM ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25,843 shares; 2025Q3: 47,058 shares; 2025Q4: 48,046 shares; 2026Q1: 62,262 shares; 2026Q2: 75,044 shares 75,044 $1.64M 0.19% +12,782 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: 12,548 shares; 2024Q4: 12,107 shares; 2025Q1: 8,470 shares; 2025Q2: 6,278 shares; 2025Q3: 5,442 shares; 2025Q4: 5,768 shares; 2026Q1: 19,692 shares; 2026Q2: 19,586 shares 19,586 $1.58M 0.18% -106 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: 15,055 shares; 2024Q4: 20,839 shares; 2025Q1: 24,375 shares; 2025Q2: 22,183 shares; 2025Q3: 21,816 shares; 2025Q4: 21,032 shares; 2026Q1: 21,419 shares; 2026Q2: 20,994 shares 20,994 $1.5M 0.18% -425 Timeline SPMD 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: 51,384 shares; 2024Q4: 51,502 shares; 2025Q1: 49,503 shares; 2025Q2: 29,630 shares; 2025Q3: 23,585 shares; 2025Q4: 21,870 shares; 2026Q1: 21,927 shares; 2026Q2: 22,016 shares 22,016 $1.49M 0.17% +89 Timeline NUSC NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,723 shares; 2024Q4: 44,254 shares; 2025Q1: 43,186 shares; 2025Q2: 23,633 shares; 2025Q3: 21,723 shares; 2025Q4: 19,247 shares; 2026Q1: 26,863 shares; 2026Q2: 27,162 shares 27,162 $1.42M 0.17% +299 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,332 shares; 2024Q4: 37,459 shares; 2025Q1: 32,419 shares; 2025Q2: 24,482 shares; 2025Q3: 21,154 shares; 2025Q4: 20,968 shares; 2026Q1: 17,849 shares; 2026Q2: 17,414 shares 17,414 $1.32M 0.15% -435 Timeline FNDA 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: 40,060 shares; 2025Q3: 30,045 shares; 2025Q4: 29,721 shares; 2026Q1: 31,434 shares; 2026Q2: 34,427 shares 34,427 $1.31M 0.15% +2,993 Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 281,381 shares; 2024Q4: 228,800 shares; 2025Q1: 194,172 shares; 2025Q2: 196,971 shares; 2025Q3: 197,443 shares; 2025Q4: 17,950 shares; 2026Q1: 17,299 shares; 2026Q2: 17,087 shares 17,087 $1.29M 0.15% -212 Timeline BGRN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,934 shares; 2024Q4: 17,257 shares; 2025Q1: 18,075 shares; 2025Q2: 18,083 shares; 2025Q3: 19,868 shares; 2025Q4: 21,550 shares; 2026Q1: 26,426 shares; 2026Q2: 27,083 shares 27,083 $1.29M 0.15% +657 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: 2,825 shares; 2025Q2: 2,961 shares; 2025Q3: 3,073 shares; 2025Q4: 2,970 shares; 2026Q1: 2,965 shares; 2026Q2: 2,898 shares 2,898 $1.26M 0.15% -67 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: 8,101 shares; 2024Q4: 8,102 shares; 2025Q1: 7,686 shares; 2025Q2: 7,533 shares; 2025Q3: 7,506 shares; 2025Q4: 10,729 shares; 2026Q1: 10,305 shares; 2026Q2: 10,012 shares 10,012 $1.19M 0.14% -293 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: 10,581 shares; 2024Q4: 10,730 shares; 2025Q1: 11,727 shares; 2025Q2: 5,503 shares; 2025Q3: 3,814 shares; 2025Q4: 4,046 shares; 2026Q1: 3,909 shares; 2026Q2: 3,922 shares 3,922 $1.19M 0.14% +13 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: 4,664 shares; 2024Q4: 4,800 shares; 2025Q1: 2,970 shares; 2025Q2: 2,917 shares; 2025Q3: 2,955 shares; 2025Q4: 5,400 shares; 2026Q1: 3,522 shares; 2026Q2: 3,425 shares 3,425 $1.17M 0.14% -97 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: 4,810 shares; 2025Q3: 3,092 shares; 2025Q4: 8,360 shares; 2026Q1: 8,782 shares; 2026Q2: 8,889 shares 8,889 $1.14M 0.13% +107 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: 10,546 shares; 2024Q4: 11,293 shares; 2025Q1: 11,586 shares; 2025Q2: 10,311 shares; 2025Q3: 9,735 shares; 2025Q4: 11,669 shares; 2026Q1: 11,226 shares; 2026Q2: 11,438 shares 11,438 $1.1M 0.13% +212 Timeline ILCG 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: 8,465 shares; 2025Q3: 8,640 shares; 2025Q4: 8,844 shares; 2026Q1: 9,746 shares; 2026Q2: 9,252 shares 9,252 $1.08M 0.13% -494 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: 850 shares; 2024Q4: 826 shares; 2025Q1: 848 shares; 2025Q2: 938 shares; 2025Q3: 934 shares; 2025Q4: 1,387 shares; 2026Q1: 1,439 shares; 2026Q2: 1,881 shares 1,881 $1.06M 0.12% +442 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: 984 shares; 2026Q1: 932 shares; 2026Q2: 890 shares 890 $1.03M 0.12% -42 Timeline GSST GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,046 shares; 2024Q4: 50,018 shares; 2025Q1: 55,474 shares; 2025Q2: 43,523 shares; 2025Q3: 41,768 shares; 2025Q4: 40,411 shares; 2026Q1: 28,713 shares; 2026Q2: 20,175 shares 20,175 $1.02M 0.12% -8,538 Timeline ITOT 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: 6,777 shares; 2025Q3: 6,777 shares; 2025Q4: 6,503 shares; 2026Q1: 5,969 shares; 2026Q2: 5,969 shares 5,969 $981K 0.11% 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: 39,104 shares; 2024Q4: 47,704 shares; 2025Q1: 31,365 shares; 2025Q2: 9,963 shares; 2025Q3: 11,292 shares; 2025Q4: 13,299 shares; 2026Q1: 12,885 shares; 2026Q2: 19,368 shares 19,368 $980K 0.11% +6,483 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: 17,794 shares; 2024Q4: 17,791 shares; 2025Q1: 10,572 shares; 2025Q2: 8,093 shares; 2025Q3: 6,708 shares; 2025Q4: 6,236 shares; 2026Q1: 5,922 shares; 2026Q2: 6,229 shares 6,229 $924K 0.11% +307 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,703 shares; 2026Q1: 9,450 shares; 2026Q2: 9,448 shares 9,448 $912K 0.11% -2 Timeline JCPB 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: 9,559 shares; 2024Q4: 10,017 shares; 2025Q1: 10,563 shares; 2025Q2: 14,388 shares; 2025Q3: 13,524 shares; 2025Q4: 12,850 shares; 2026Q1: 18,012 shares; 2026Q2: 18,536 shares 18,536 $870K 0.1% +524 Timeline SDG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,917 shares; 2024Q4: 6,222 shares; 2025Q1: 6,634 shares; 2025Q2: 7,278 shares; 2025Q3: 7,754 shares; 2025Q4: 8,220 shares; 2026Q1: 9,481 shares; 2026Q2: 9,592 shares 9,592 $858K 0.1% +111 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: 5,870 shares; 2024Q4: 5,723 shares; 2025Q1: 5,801 shares; 2025Q2: 6,235 shares; 2025Q3: 6,235 shares; 2025Q4: 6,115 shares; 2026Q1: 6,111 shares; 2026Q2: 6,111 shares 6,111 $840K 0.1% 0 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: 6,261 shares; 2024Q4: 5,812 shares; 2025Q1: 5,126 shares; 2025Q2: 5,006 shares; 2025Q3: 4,783 shares; 2025Q4: 3,736 shares; 2026Q1: 3,561 shares; 2026Q2: 6,871 shares 6,871 $807K 0.09% +3,310 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,782 shares; 2024Q4: 4,236 shares; 2025Q1: 3,879 shares; 2025Q2: 4,840 shares; 2025Q3: 4,674 shares; 2025Q4: 4,646 shares; 2026Q1: 5,100 shares; 2026Q2: 5,116 shares 5,116 $789K 0.09% +16 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: 10,895 shares; 2024Q4: 10,201 shares; 2025Q1: 9,666 shares; 2025Q2: 9,634 shares; 2025Q3: 9,773 shares; 2025Q4: 9,781 shares; 2026Q1: 10,076 shares; 2026Q2: 10,077 shares 10,077 $773K 0.09% +1 Timeline NYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,894 shares; 2025Q1: 6,423 shares; 2025Q2: 7,171 shares; 2025Q3: 9,226 shares; 2025Q4: 9,894 shares; 2026Q1: 13,130 shares; 2026Q2: 14,202 shares 14,202 $766K 0.09% +1,072 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: 731 shares; 2024Q4: 741 shares; 2025Q1: 898 shares; 2025Q2: 933 shares; 2025Q3: 877 shares; 2025Q4: 910 shares; 2026Q1: 893 shares; 2026Q2: 1,009 shares 1,009 $755K 0.09% +116 Timeline PSR INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,354 shares; 2025Q3: 5,502 shares; 2025Q4: 6,999 shares; 2026Q1: 6,848 shares; 2026Q2: 6,969 shares 6,969 $715K 0.08% +121 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,299 shares; 2024Q4: 9,668 shares; 2025Q1: 10,384 shares; 2025Q2: 11,748 shares; 2025Q3: 11,847 shares; 2025Q4: 10,070 shares; 2026Q1: 11,067 shares; 2026Q2: 10,007 shares 10,007 $695K 0.08% -1,060 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: 5,002 shares; 2024Q4: 4,998 shares; 2025Q1: 4,535 shares; 2025Q2: 4,535 shares; 2025Q3: 4,436 shares; 2025Q4: 4,337 shares; 2026Q1: 4,334 shares; 2026Q2: 4,334 shares 4,334 $685K 0.08% 0 Timeline QGRO AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,124 shares; 2025Q3: 4,418 shares; 2025Q4: 4,932 shares; 2026Q1: 5,667 shares; 2026Q2: 5,623 shares 5,623 $664K 0.08% -44 Timeline JPST 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: 19,365 shares; 2025Q4: 15,597 shares; 2026Q1: 13,026 shares; 2026Q2: 12,903 shares 12,903 $653K 0.08% -123 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: 5,883 shares; 2024Q4: 17,346 shares; 2025Q1: 17,411 shares; 2025Q2: 20,211 shares; 2025Q3: 21,028 shares; 2025Q4: 22,704 shares; 2026Q1: 21,839 shares; 2026Q2: 21,958 shares 21,958 $646K 0.08% +119 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: 255 shares; 2025Q3: 239 shares; 2025Q4: 256 shares; 2026Q1: 251 shares; 2026Q2: 305 shares 305 $607K 0.07% +54 Timeline FLSP FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,790 shares; 2025Q3: 18,170 shares; 2025Q4: 22,290 shares; 2026Q1: 21,772 shares; 2026Q2: 21,168 shares 21,168 $586K 0.07% -604 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: not reported; 2024Q4: 264 shares; 2025Q1: 289 shares; 2025Q2: 371 shares; 2025Q3: 416 shares; 2025Q4: 427 shares; 2026Q1: 458 shares; 2026Q2: 484 shares 484 $581K 0.07% +26 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: 3,769 shares; 2024Q4: 3,769 shares; 2025Q1: 3,796 shares; 2025Q2: 3,796 shares; 2025Q3: 3,796 shares; 2025Q4: 4,123 shares; 2026Q1: 8,663 shares; 2026Q2: 6,974 shares 6,974 $576K 0.07% -1,689 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: 3,195 shares; 2024Q4: 3,318 shares; 2025Q1: 3,437 shares; 2025Q2: 3,562 shares; 2025Q3: 3,626 shares; 2025Q4: 4,413 shares; 2026Q1: 3,803 shares; 2026Q2: 3,812 shares 3,812 $559K 0.07% +9 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,332 shares; 2025Q3: 5,276 shares; 2025Q4: 5,145 shares; 2026Q1: 5,010 shares; 2026Q2: 5,045 shares 5,045 $542K 0.06% +35 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: 5,197 shares; 2024Q4: 4,911 shares; 2025Q1: 6,525 shares; 2025Q2: 6,403 shares; 2025Q3: 6,154 shares; 2025Q4: 9,116 shares; 2026Q1: 8,848 shares; 2026Q2: 8,856 shares 8,856 $538K 0.06% +8 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: 1,007 shares; 2024Q4: 1,277 shares; 2025Q1: 1,023 shares; 2025Q2: 975 shares; 2025Q3: 981 shares; 2025Q4: 903 shares; 2026Q1: 715 shares; 2026Q2: 717 shares 717 $528K 0.06% +2 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: 458 shares; 2024Q4: 458 shares; 2025Q1: 510 shares; 2025Q2: 510 shares; 2025Q3: 549 shares; 2025Q4: 549 shares; 2026Q1: 567 shares; 2026Q2: 689 shares 689 $515K 0.06% +122 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 831 shares; 2026Q2: 822 shares 822 $478K 0.06% -9 Timeline QINT AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,688 shares; 2026Q1: 6,688 shares; 2026Q2: 6,688 shares 6,688 $464K 0.05% 0 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,149 shares; 2024Q4: 2,319 shares; 2025Q1: 983 shares; 2025Q2: 1,052 shares; 2025Q3: 1,135 shares; 2025Q4: 1,247 shares; 2026Q1: 1,197 shares; 2026Q2: 2,914 shares 2,914 $457K 0.05% +1,717 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: not reported; 2024Q4: 2,418 shares; 2025Q1: 7,039 shares; 2025Q2: 3,093 shares; 2025Q3: 2,851 shares; 2025Q4: 2,758 shares; 2026Q1: 3,378 shares; 2026Q2: 3,409 shares 3,409 $451K 0.05% +31 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 495 shares; 2026Q1: 401 shares; 2026Q2: 422 shares 422 $449K 0.05% +21 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: 6,616 shares; 2024Q4: 7,021 shares; 2025Q1: 8,332 shares; 2025Q2: 8,728 shares; 2025Q3: 9,115 shares; 2025Q4: 7,276 shares; 2026Q1: 7,129 shares; 2026Q2: 7,513 shares 7,513 $428K 0.05% +384 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: 537 shares; 2026Q2: 574 shares 574 $415K 0.05% +37 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: 948 shares; 2024Q4: 706 shares; 2025Q1: 702 shares; 2025Q2: 699 shares; 2025Q3: 685 shares; 2025Q4: 787 shares; 2026Q1: 704 shares; 2026Q2: 773 shares 773 $387K 0.05% +69 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,993 shares; 2025Q4: 7,573 shares; 2026Q1: 7,895 shares; 2026Q2: 6,913 shares 6,913 $365K 0.04% -982 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,888 shares; 2026Q2: 2,493 shares 2,493 $348K 0.04% -395 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: 1,399 shares; 2024Q4: 1,744 shares; 2025Q1: 1,950 shares; 2025Q2: 998 shares; 2025Q3: not reported; 2025Q4: 606 shares; 2026Q1: 652 shares; 2026Q2: 883 shares 883 $334K 0.04% +231 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 538 shares; 2025Q4: not reported; 2026Q1: 3,986 shares; 2026Q2: 3,633 shares 3,633 $319K 0.04% -353 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: 3,535 shares; 2024Q4: 4,952 shares; 2025Q1: 4,965 shares; 2025Q2: 3,331 shares; 2025Q3: 3,286 shares; 2025Q4: 3,258 shares; 2026Q1: 4,256 shares; 2026Q2: 3,872 shares 3,872 $319K 0.04% -384 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: not reported; 2024Q4: not reported; 2025Q1: 425 shares; 2025Q2: 450 shares; 2025Q3: 501 shares; 2025Q4: 522 shares; 2026Q1: 525 shares; 2026Q2: 620 shares 620 $318K 0.04% +95 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,376 shares; 2024Q4: 2,437 shares; 2025Q1: 1,857 shares; 2025Q2: 1,269 shares; 2025Q3: 1,294 shares; 2025Q4: 1,416 shares; 2026Q1: 1,332 shares; 2026Q2: 1,419 shares 1,419 $318K 0.04% +87 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: 2,103 shares; 2024Q4: 2,097 shares; 2025Q1: 2,109 shares; 2025Q2: 2,100 shares; 2025Q3: 2,103 shares; 2025Q4: 2,531 shares; 2026Q1: 2,143 shares; 2026Q2: 2,315 shares 2,315 $317K 0.04% +172 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,726 shares; 2025Q1: 2,637 shares; 2025Q2: 2,866 shares; 2025Q3: 3,028 shares; 2025Q4: 3,172 shares; 2026Q1: 3,337 shares; 2026Q2: 3,391 shares 3,391 $313K 0.04% +54 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,238 shares; 2026Q1: 2,226 shares; 2026Q2: 2,428 shares 2,428 $312K 0.04% +202 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,023 shares; 2024Q4: 12,539 shares; 2025Q1: 9,538 shares; 2025Q2: 8,154 shares; 2025Q3: 6,664 shares; 2025Q4: 5,661 shares; 2026Q1: 5,367 shares; 2026Q2: 5,374 shares 5,374 $310K 0.04% +7 Timeline KLAC KLA CORP More: the full row for KLA 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: 972 shares 972 $293K 0.03% new Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 673 shares; 2025Q4: 1,057 shares; 2026Q1: 692 shares; 2026Q2: 849 shares 849 $278K 0.03% +157 Timeline MMIT NYLIM ACTIVE ETF TR More: the full row for NYLIM ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,497 shares; 2025Q4: 11,380 shares; 2026Q1: 11,383 shares; 2026Q2: 11,383 shares 11,383 $277K 0.03% 0 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS 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: 2,547 shares; 2026Q1: 2,435 shares; 2026Q2: 2,828 shares 2,828 $269K 0.03% +393 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 246 shares; 2025Q3: 283 shares; 2025Q4: 3,140 shares; 2026Q1: 3,536 shares; 2026Q2: 3,715 shares 3,715 $265K 0.03% +179 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: 635 shares; 2025Q3: 717 shares; 2025Q4: 859 shares; 2026Q1: 749 shares; 2026Q2: 766 shares 766 $259K 0.03% +17 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,040 shares; 2025Q4: not reported; 2026Q1: 7,377 shares; 2026Q2: 8,125 shares 8,125 $253K 0.03% +748 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,326 shares; 2024Q4: 14,136 shares; 2025Q1: 14,593 shares; 2025Q2: 14,714 shares; 2025Q3: 20,296 shares; 2025Q4: 11,255 shares; 2026Q1: 10,818 shares; 2026Q2: 10,189 shares 10,189 $250K 0.03% -629 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: not reported; 2025Q4: 244 shares; 2026Q1: 273 shares; 2026Q2: 246 shares 246 $249K 0.03% -27 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: 2,716 shares; 2024Q4: 2,332 shares; 2025Q1: 2,317 shares; 2025Q2: 2,305 shares; 2025Q3: 2,133 shares; 2025Q4: 2,799 shares; 2026Q1: 2,162 shares; 2026Q2: 2,183 shares 2,183 $247K 0.03% +21 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: 506 shares; 2024Q4: not reported; 2025Q1: 548 shares; 2025Q2: 574 shares; 2025Q3: 671 shares; 2025Q4: 685 shares; 2026Q1: not reported; 2026Q2: 698 shares 698 $246K 0.03% 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: not reported; 2025Q4: not reported; 2026Q1: 187 shares; 2026Q2: 209 shares 209 $246K 0.03% +22 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 850 shares; 2025Q2: 923 shares; 2025Q3: 965 shares; 2025Q4: 771 shares; 2026Q1: not reported; 2026Q2: 856 shares 856 $241K 0.03% new Timeline IUSB 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: 5,177 shares; 2025Q3: 5,745 shares; 2025Q4: 5,754 shares; 2026Q1: 5,186 shares; 2026Q2: 5,188 shares 5,188 $239K 0.03% +2 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: 1,521 shares; 2024Q4: 1,525 shares; 2025Q1: 1,529 shares; 2025Q2: 1,533 shares; 2025Q3: 1,536 shares; 2025Q4: 1,556 shares; 2026Q1: 1,559 shares; 2026Q2: 1,563 shares 1,563 $238K 0.03% +4 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,472 shares; 2025Q4: 1,671 shares; 2026Q1: 1,443 shares; 2026Q2: 1,561 shares 1,561 $236K 0.03% +118 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; 2024Q3: not reported; 2024Q4: 1,060 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 941 shares; 2026Q2: 952 shares 952 $234K 0.03% +11 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: not reported; 2024Q4: 753 shares; 2025Q1: not reported; 2025Q2: 798 shares; 2025Q3: 549 shares; 2025Q4: 575 shares; 2026Q1: not reported; 2026Q2: 556 shares 556 $234K 0.03% new Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,425 shares; 2025Q1: 2,478 shares; 2025Q2: 2,586 shares; 2025Q3: 2,248 shares; 2025Q4: 2,528 shares; 2026Q1: 2,670 shares; 2026Q2: 2,428 shares 2,428 $234K 0.03% -242 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 880 shares; 2025Q1: not reported; 2025Q2: 880 shares; 2025Q3: 880 shares; 2025Q4: 880 shares; 2026Q1: 880 shares; 2026Q2: 880 shares 880 $233K 0.03% 0 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,158 shares; 2025Q2: 2,401 shares; 2025Q3: not reported; 2025Q4: 2,052 shares; 2026Q1: 1,991 shares; 2026Q2: 2,085 shares 2,085 $231K 0.03% +94 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: not reported; 2024Q4: 427 shares; 2025Q1: 494 shares; 2025Q2: 644 shares; 2025Q3: 624 shares; 2025Q4: 662 shares; 2026Q1: 556 shares; 2026Q2: 537 shares 537 $223K 0.03% -19 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: 1,790 shares; 2024Q4: 1,879 shares; 2025Q1: 2,042 shares; 2025Q2: 1,627 shares; 2025Q3: 1,594 shares; 2025Q4: 1,801 shares; 2026Q1: 1,570 shares; 2026Q2: 1,628 shares 1,628 $220K 0.03% +58 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,078 shares 6,078 $220K 0.03% new 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: 828 shares; 2024Q4: 828 shares; 2025Q1: 944 shares; 2025Q2: 810 shares; 2025Q3: 810 shares; 2025Q4: not reported; 2026Q1: 748 shares; 2026Q2: 704 shares 704 $216K 0.03% -44 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 844 shares 844 $212K 0.02% new Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY 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: 1,165 shares; 2026Q2: 1,010 shares 1,010 $211K 0.02% -155 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: not reported; 2026Q1: not reported; 2026Q2: 618 shares 618 $211K 0.02% new Timeline AOA 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: 2,153 shares 2,153 $210K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 570 shares; 2026Q2: 570 shares 570 $210K 0.02% 0 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: 1,217 shares; 2026Q1: 1,183 shares; 2026Q2: 1,125 shares 1,125 $208K 0.02% -58 Timeline DFIV 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,820 shares; 2026Q2: 3,820 shares 3,820 $206K 0.02% 0 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA 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: 8,192 shares 8,192 $205K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: 4,755 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,424 shares; 2026Q2: 3,422 shares 3,422 $204K 0.02% -2 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,489 shares 2,489 $202K 0.02% 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,222 shares 2,222 $202K 0.02% new Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,855 shares; 2024Q4: 16,735 shares; 2025Q1: 20,402 shares; 2025Q2: 17,627 shares; 2025Q3: 18,062 shares; 2025Q4: 20,876 shares; 2026Q1: 18,648 shares; 2026Q2: 21,157 shares 21,157 $123K 0.01% +2,509 Timeline NMR NOMURA HLDGS INC More: the full row for NOMURA 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: 11,814 shares; 2026Q1: 12,031 shares; 2026Q2: 11,656 shares 11,656 $102K 0.01% -375 Timeline