IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 29,699 shares; 2025Q1: not loaded; 2025Q2: 29,374 shares; 2025Q3: 28,653 shares; 2025Q4: 30,193 shares; 2026Q1: 30,527 shares 30,527 $19.9M 11.51% +334 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; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 9,435 shares; 2025Q1: not loaded; 2025Q2: 9,193 shares; 2025Q3: 8,641 shares; 2025Q4: 8,532 shares; 2026Q1: 8,431 shares 8,431 $5.48M 3.16% -101 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; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 9,694 shares; 2025Q1: not loaded; 2025Q2: 9,821 shares; 2025Q3: 10,021 shares; 2025Q4: 10,001 shares; 2026Q1: 9,438 shares 9,438 $4.06M 2.34% -563 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; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 12,779 shares; 2025Q1: not loaded; 2025Q2: 13,277 shares; 2025Q3: 13,073 shares; 2025Q4: 12,957 shares; 2026Q1: 12,467 shares 12,467 $4M 2.31% -490 Timeline VT 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; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 3,728 shares; 2025Q4: 20,080 shares; 2026Q1: 26,060 shares 26,060 $3.6M 2.08% +5,980 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 28,540 shares; 2025Q1: not loaded; 2025Q2: 33,143 shares; 2025Q3: 33,768 shares; 2025Q4: 35,418 shares; 2026Q1: 36,021 shares 36,021 $3.5M 2.02% +603 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 102,452 shares; 2025Q1: not loaded; 2025Q2: 103,986 shares; 2025Q3: 103,806 shares; 2025Q4: 111,205 shares; 2026Q1: 109,054 shares 109,054 $3.35M 1.93% -2,151 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; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 11,801 shares; 2025Q1: not loaded; 2025Q2: 12,174 shares; 2025Q3: 12,244 shares; 2025Q4: 12,519 shares; 2026Q1: 12,684 shares 12,684 $3.32M 1.92% +165 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; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 19,324 shares; 2025Q1: not loaded; 2025Q2: 54,203 shares; 2025Q3: 55,628 shares; 2025Q4: 61,954 shares; 2026Q1: 63,506 shares 63,506 $2.99M 1.73% +1,552 Timeline HELO 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; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 15,451 shares; 2025Q1: not loaded; 2025Q2: 41,238 shares; 2025Q3: 41,258 shares; 2025Q4: 47,430 shares; 2026Q1: 45,893 shares 45,893 $2.93M 1.69% -1,537 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; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 6,286 shares; 2025Q1: not loaded; 2025Q2: 13,483 shares; 2025Q3: 14,839 shares; 2025Q4: 27,434 shares; 2026Q1: 36,997 shares 36,997 $2.9M 1.67% +9,563 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 16,842 shares; 2025Q1: not loaded; 2025Q2: 18,256 shares; 2025Q3: 20,181 shares; 2025Q4: 23,740 shares; 2026Q1: 24,979 shares 24,979 $2.72M 1.57% +1,239 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 130,622 shares; 2025Q1: not loaded; 2025Q2: 109,629 shares; 2025Q3: 115,934 shares; 2025Q4: 112,540 shares; 2026Q1: 114,631 shares 114,631 $2.63M 1.52% +2,091 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 12,333 shares; 2025Q1: not loaded; 2025Q2: 12,557 shares; 2025Q3: 13,166 shares; 2025Q4: 13,373 shares; 2026Q1: 13,116 shares 13,116 $2.29M 1.32% -257 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; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 15,533 shares; 2025Q1: not loaded; 2025Q2: 15,503 shares; 2025Q3: 15,558 shares; 2025Q4: 15,288 shares; 2026Q1: 15,182 shares 15,182 $2.25M 1.3% -106 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; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 26,724 shares; 2025Q1: not loaded; 2025Q2: 27,831 shares; 2025Q3: 28,219 shares; 2025Q4: 26,425 shares; 2026Q1: 27,627 shares 27,627 $2.13M 1.23% +1,202 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; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 4,550 shares; 2025Q1: not loaded; 2025Q2: 3,559 shares; 2025Q3: 3,559 shares; 2025Q4: 3,668 shares; 2026Q1: 3,390 shares 3,390 $1.96M 1.13% -278 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 18,368 shares; 2025Q1: not loaded; 2025Q2: 19,363 shares; 2025Q3: 19,481 shares; 2025Q4: 19,124 shares; 2026Q1: 19,458 shares 19,458 $1.85M 1.07% +334 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 15,891 shares; 2025Q1: not loaded; 2025Q2: 16,354 shares; 2025Q3: 16,377 shares; 2025Q4: 15,538 shares; 2026Q1: 14,623 shares 14,623 $1.82M 1.05% -915 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; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 8,150 shares; 2025Q1: not loaded; 2025Q2: 7,997 shares; 2025Q3: 7,892 shares; 2025Q4: 8,464 shares; 2026Q1: 8,625 shares 8,625 $1.8M 1.04% +161 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; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 3,595 shares; 2025Q1: not loaded; 2025Q2: 3,662 shares; 2025Q3: 3,698 shares; 2025Q4: 3,633 shares; 2026Q1: 3,598 shares 3,598 $1.72M 1% -35 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 25,473 shares; 2025Q1: not loaded; 2025Q2: 27,000 shares; 2025Q3: 27,216 shares; 2025Q4: 28,051 shares; 2026Q1: 29,742 shares 29,742 $1.56M 0.9% +1,691 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; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 5,111 shares; 2025Q1: not loaded; 2025Q2: 5,042 shares; 2025Q3: 4,927 shares; 2025Q4: 5,366 shares; 2026Q1: 5,412 shares 5,412 $1.55M 0.9% +46 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 4,258 shares; 2025Q1: not loaded; 2025Q2: 4,176 shares; 2025Q3: 4,193 shares; 2025Q4: 4,539 shares; 2026Q1: 4,174 shares 4,174 $1.55M 0.89% -365 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 49,640 shares; 2025Q1: not loaded; 2025Q2: 58,084 shares; 2025Q3: 56,157 shares; 2025Q4: 59,638 shares; 2026Q1: 66,485 shares 66,485 $1.54M 0.89% +6,847 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 4,740 shares; 2025Q4: 8,169 shares; 2026Q1: 9,694 shares 9,694 $1.47M 0.85% +1,525 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 5,162 shares; 2025Q1: not loaded; 2025Q2: 6,154 shares; 2025Q3: 6,427 shares; 2025Q4: 6,619 shares; 2026Q1: 6,709 shares 6,709 $1.46M 0.84% +90 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 18,024 shares; 2025Q1: not loaded; 2025Q2: 15,434 shares; 2025Q3: 14,674 shares; 2025Q4: 16,595 shares; 2026Q1: 16,036 shares 16,036 $1.45M 0.84% -559 Timeline DDFJ INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 76,750 shares 76,750 $1.44M 0.83% new Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 14,329 shares; 2025Q1: not loaded; 2025Q2: 17,617 shares; 2025Q3: 15,373 shares; 2025Q4: 19,378 shares; 2026Q1: 25,931 shares 25,931 $1.44M 0.83% +6,553 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 9,202 shares; 2025Q1: not loaded; 2025Q2: 9,615 shares; 2025Q3: 9,858 shares; 2025Q4: 10,320 shares; 2026Q1: 11,367 shares 11,367 $1.41M 0.82% +1,047 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; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 10,230 shares; 2025Q1: not loaded; 2025Q2: 14,004 shares; 2025Q3: 13,422 shares; 2025Q4: 16,603 shares; 2026Q1: 18,350 shares 18,350 $1.35M 0.78% +1,747 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 6,507 shares; 2025Q1: not loaded; 2025Q2: 5,630 shares; 2025Q3: 5,667 shares; 2025Q4: 5,761 shares; 2026Q1: 5,379 shares 5,379 $1.33M 0.77% -382 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 11,674 shares; 2025Q1: not loaded; 2025Q2: 16,500 shares; 2025Q3: 16,319 shares; 2025Q4: 18,231 shares; 2026Q1: 18,959 shares 18,959 $1.32M 0.76% +728 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 1,328 shares; 2025Q1: not loaded; 2025Q2: 1,267 shares; 2025Q3: 1,268 shares; 2025Q4: 1,340 shares; 2026Q1: 1,326 shares 1,326 $1.32M 0.76% -14 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 10,575 shares; 2025Q1: not loaded; 2025Q2: 18,154 shares; 2025Q3: 22,779 shares; 2025Q4: 41,066 shares; 2026Q1: 42,769 shares 42,769 $1.3M 0.75% +1,703 Timeline BANK OF AMER CORP 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; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 973 shares; 2025Q1: not loaded; 2025Q2: 1,035 shares; 2025Q3: 1,033 shares; 2025Q4: 1,048 shares; 2026Q1: 1,051 shares 1,051 $1.25M 0.72% +3 RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 5,645 shares; 2025Q1: not loaded; 2025Q2: 6,279 shares; 2025Q3: 6,108 shares; 2025Q4: 6,668 shares; 2026Q1: 6,471 shares 6,471 $1.24M 0.72% -197 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 4,384 shares; 2025Q1: not loaded; 2025Q2: 4,229 shares; 2025Q3: 4,116 shares; 2025Q4: 4,048 shares; 2026Q1: 4,054 shares 4,054 $1.23M 0.71% +6 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 4,234 shares; 2025Q1: not loaded; 2025Q2: 3,815 shares; 2025Q3: 3,798 shares; 2025Q4: 3,932 shares; 2026Q1: 3,829 shares 3,829 $1.19M 0.68% -103 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; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 1,495 shares; 2025Q1: not loaded; 2025Q2: 1,751 shares; 2025Q3: 1,745 shares; 2025Q4: 2,050 shares; 2026Q1: 2,028 shares 2,028 $1.16M 0.67% -22 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 15,170 shares; 2025Q1: not loaded; 2025Q2: 22,013 shares; 2025Q3: 34,019 shares; 2025Q4: 42,757 shares; 2026Q1: 47,559 shares 47,559 $1.15M 0.67% +4,802 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; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 15,921 shares; 2025Q1: not loaded; 2025Q2: 13,405 shares; 2025Q3: 12,938 shares; 2025Q4: 13,240 shares; 2026Q1: 13,078 shares 13,078 $1.08M 0.62% -162 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 8,790 shares; 2025Q1: not loaded; 2025Q2: 8,116 shares; 2025Q3: 7,307 shares; 2025Q4: 6,962 shares; 2026Q1: 6,830 shares 6,830 $1.06M 0.61% -132 Timeline BSCU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 32,839 shares; 2025Q1: not loaded; 2025Q2: 57,601 shares; 2025Q3: 61,090 shares; 2025Q4: 64,071 shares; 2026Q1: 62,253 shares 62,253 $1.04M 0.6% -1,818 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; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 33,758 shares; 2025Q1: not loaded; 2025Q2: 40,039 shares; 2025Q3: 38,838 shares; 2025Q4: 40,657 shares; 2026Q1: 41,819 shares 41,819 $1.04M 0.6% +1,162 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; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 13,086 shares; 2025Q1: not loaded; 2025Q2: 14,282 shares; 2025Q3: 14,381 shares; 2025Q4: 14,418 shares; 2026Q1: 11,666 shares 11,666 $1.03M 0.6% -2,752 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 37,853 shares; 2025Q1: not loaded; 2025Q2: 52,410 shares; 2025Q3: 50,129 shares; 2025Q4: 50,250 shares; 2026Q1: 51,453 shares 51,453 $1.01M 0.58% +1,203 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 28,537 shares; 2025Q1: not loaded; 2025Q2: 29,391 shares; 2025Q3: 30,108 shares; 2025Q4: 29,530 shares; 2026Q1: 29,993 shares 29,993 $1.01M 0.58% +463 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 26,932 shares; 2025Q1: not loaded; 2025Q2: 27,598 shares; 2025Q3: 27,153 shares; 2025Q4: 20,941 shares; 2026Q1: 17,052 shares 17,052 $966K 0.56% -3,889 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 9,843 shares; 2025Q1: not loaded; 2025Q2: 2,700 shares; 2025Q3: 2,736 shares; 2025Q4: 3,825 shares; 2026Q1: 3,745 shares 3,745 $950K 0.55% -80 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 25,533 shares; 2025Q1: not loaded; 2025Q2: 21,083 shares; 2025Q3: 13,958 shares; 2025Q4: 13,320 shares; 2026Q1: 10,045 shares 10,045 $922K 0.53% -3,275 Timeline SCHJ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 22,774 shares; 2025Q1: not loaded; 2025Q2: 22,245 shares; 2025Q3: 27,138 shares; 2025Q4: 32,620 shares; 2026Q1: 36,893 shares 36,893 $912K 0.53% +4,273 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; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 6,044 shares; 2025Q3: 6,457 shares; 2025Q4: 6,960 shares; 2026Q1: 9,603 shares 9,603 $900K 0.52% +2,643 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 10,724 shares; 2025Q1: not loaded; 2025Q2: 10,658 shares; 2025Q3: 10,659 shares; 2025Q4: 10,312 shares; 2026Q1: 6,258 shares 6,258 $891K 0.51% -4,054 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 24,800 shares; 2025Q1: not loaded; 2025Q2: 38,492 shares; 2025Q3: 41,571 shares; 2025Q4: 43,246 shares; 2026Q1: 43,418 shares 43,418 $887K 0.51% +172 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; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 2,572 shares; 2025Q1: not loaded; 2025Q2: 2,624 shares; 2025Q3: 2,639 shares; 2025Q4: 2,613 shares; 2026Q1: 2,605 shares 2,605 $857K 0.49% -8 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 5,129 shares; 2025Q1: not loaded; 2025Q2: 5,359 shares; 2025Q3: 4,954 shares; 2025Q4: 4,399 shares; 2026Q1: 4,435 shares 4,435 $851K 0.49% +36 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 2,182 shares; 2025Q1: not loaded; 2025Q2: 2,771 shares; 2025Q3: 2,751 shares; 2025Q4: 2,742 shares; 2026Q1: 2,782 shares 2,782 $841K 0.49% +40 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; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 10,933 shares; 2025Q1: not loaded; 2025Q2: 13,775 shares; 2025Q3: 14,835 shares; 2025Q4: 15,186 shares; 2026Q1: 14,815 shares 14,815 $838K 0.48% -371 Timeline WELLS FARGO & CO WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 626 shares; 2025Q1: not loaded; 2025Q2: 654 shares; 2025Q3: 655 shares; 2025Q4: 710 shares; 2026Q1: 720 shares 720 $832K 0.48% +10 SMOT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 16,551 shares; 2025Q1: not loaded; 2025Q2: 22,368 shares; 2025Q3: 22,318 shares; 2025Q4: 22,118 shares; 2026Q1: 23,102 shares 23,102 $813K 0.47% +984 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 40,282 shares; 2025Q1: not loaded; 2025Q2: 45,973 shares; 2025Q3: 46,219 shares; 2025Q4: 44,068 shares; 2026Q1: 41,534 shares 41,534 $811K 0.47% -2,534 Timeline BALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24,159 shares 24,159 $808K 0.47% new Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 6,403 shares; 2025Q1: not loaded; 2025Q2: 6,076 shares; 2025Q3: 5,578 shares; 2025Q4: 5,421 shares; 2026Q1: 5,343 shares 5,343 $783K 0.45% -78 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; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 14,392 shares; 2025Q1: not loaded; 2025Q2: 15,398 shares; 2025Q3: 15,398 shares; 2025Q4: 15,929 shares; 2026Q1: 16,929 shares 16,929 $773K 0.45% +1,000 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; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 4,665 shares; 2025Q1: not loaded; 2025Q2: 4,428 shares; 2025Q3: 4,460 shares; 2025Q4: 4,835 shares; 2026Q1: 4,546 shares 4,546 $771K 0.45% -289 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; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 9,891 shares; 2025Q1: not loaded; 2025Q2: 9,937 shares; 2025Q3: 9,960 shares; 2025Q4: 9,972 shares; 2026Q1: 9,990 shares 9,990 $765K 0.44% +18 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 10,869 shares; 2025Q1: not loaded; 2025Q2: 9,142 shares; 2025Q3: 12,389 shares; 2025Q4: 16,449 shares; 2026Q1: 16,449 shares 16,449 $760K 0.44% 0 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 2,932 shares; 2025Q1: not loaded; 2025Q2: 3,995 shares; 2025Q3: 3,474 shares; 2025Q4: 3,447 shares; 2026Q1: 3,654 shares 3,654 $760K 0.44% +207 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 1,315 shares; 2025Q1: not loaded; 2025Q2: 1,194 shares; 2025Q3: 1,291 shares; 2025Q4: 1,706 shares; 2026Q1: 1,710 shares 1,710 $729K 0.42% +4 Timeline IMTM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 11,065 shares; 2025Q4: 14,990 shares; 2026Q1: 14,990 shares 14,990 $720K 0.42% 0 Timeline BSCW INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 15,962 shares; 2025Q1: not loaded; 2025Q2: 29,283 shares; 2025Q3: 34,445 shares; 2025Q4: 33,941 shares; 2026Q1: 34,067 shares 34,067 $701K 0.4% +126 Timeline BSCV INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 29,797 shares; 2025Q1: not loaded; 2025Q2: 37,973 shares; 2025Q3: 41,164 shares; 2025Q4: 44,444 shares; 2026Q1: 42,592 shares 42,592 $701K 0.4% -1,852 Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 16,870 shares; 2025Q1: not loaded; 2025Q2: 31,279 shares; 2025Q3: 34,190 shares; 2025Q4: 37,094 shares; 2026Q1: 37,198 shares 37,198 $694K 0.4% +104 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 7,164 shares; 2025Q1: not loaded; 2025Q2: 7,045 shares; 2025Q3: 6,953 shares; 2025Q4: 6,729 shares; 2026Q1: 6,787 shares 6,787 $694K 0.4% +58 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 4,528 shares; 2025Q1: not loaded; 2025Q2: 3,708 shares; 2025Q3: 3,312 shares; 2025Q4: 3,567 shares; 2026Q1: 3,597 shares 3,597 $694K 0.4% +30 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; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 2,978 shares; 2025Q1: not loaded; 2025Q2: 2,495 shares; 2025Q3: 2,511 shares; 2025Q4: 2,435 shares; 2026Q1: 2,341 shares 2,341 $689K 0.4% -94 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 24,090 shares; 2025Q1: not loaded; 2025Q2: 15,366 shares; 2025Q3: 13,490 shares; 2025Q4: 12,883 shares; 2026Q1: 10,121 shares 10,121 $683K 0.39% -2,762 Timeline TLTW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 11,603 shares; 2025Q3: 9,220 shares; 2025Q4: 14,590 shares; 2026Q1: 30,025 shares 30,025 $679K 0.39% +15,435 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 2,918 shares; 2025Q1: not loaded; 2025Q2: 2,336 shares; 2025Q3: 2,354 shares; 2025Q4: 2,450 shares; 2026Q1: 2,321 shares 2,321 $667K 0.39% -129 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; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 9,400 shares; 2025Q1: not loaded; 2025Q2: 17,400 shares; 2025Q3: 17,400 shares; 2025Q4: 19,500 shares; 2026Q1: 13,000 shares 13,000 $658K 0.38% -6,500 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 4,264 shares; 2025Q1: not loaded; 2025Q2: 5,726 shares; 2025Q3: 5,488 shares; 2025Q4: 6,124 shares; 2026Q1: 5,454 shares 5,454 $627K 0.36% -670 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 7,051 shares; 2025Q1: not loaded; 2025Q2: 7,155 shares; 2025Q3: 7,220 shares; 2025Q4: 7,085 shares; 2026Q1: 7,798 shares 7,798 $618K 0.36% +713 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 2,375 shares; 2025Q1: not loaded; 2025Q2: 2,422 shares; 2025Q3: 2,685 shares; 2025Q4: 2,998 shares; 2026Q1: 2,955 shares 2,955 $611K 0.35% -43 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 1,748 shares; 2025Q1: not loaded; 2025Q2: 1,898 shares; 2025Q3: 1,900 shares; 2025Q4: 1,844 shares; 2026Q1: 1,847 shares 1,847 $607K 0.35% +3 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; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 2,939 shares; 2025Q1: not loaded; 2025Q2: 2,899 shares; 2025Q3: 2,909 shares; 2025Q4: 3,050 shares; 2026Q1: 3,061 shares 3,061 $601K 0.35% +11 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; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 9,875 shares; 2025Q1: not loaded; 2025Q2: 9,733 shares; 2025Q3: 9,768 shares; 2025Q4: 9,418 shares; 2026Q1: 9,458 shares 9,458 $592K 0.34% +40 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,728 shares; 2026Q1: 2,328 shares 2,328 $569K 0.33% -400 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; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 1,273 shares; 2025Q1: not loaded; 2025Q2: 1,208 shares; 2025Q3: 1,208 shares; 2025Q4: 1,219 shares; 2026Q1: 1,285 shares 1,285 $561K 0.32% +66 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 6,896 shares; 2025Q1: not loaded; 2025Q2: 11,498 shares; 2025Q3: 10,350 shares; 2025Q4: 10,147 shares; 2026Q1: 6,098 shares 6,098 $559K 0.32% -4,049 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 758 shares; 2025Q4: 963 shares; 2026Q1: 913 shares 913 $546K 0.32% -50 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 560 shares; 2025Q1: not loaded; 2025Q2: 635 shares; 2025Q3: 806 shares; 2025Q4: 883 shares; 2026Q1: 883 shares 883 $545K 0.31% 0 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 2,133 shares; 2025Q1: not loaded; 2025Q2: 2,375 shares; 2025Q3: 2,386 shares; 2025Q4: 2,701 shares; 2026Q1: 2,550 shares 2,550 $538K 0.31% -151 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; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 7,776 shares; 2025Q1: not loaded; 2025Q2: 8,056 shares; 2025Q3: 8,090 shares; 2025Q4: 9,341 shares; 2026Q1: 9,782 shares 9,782 $529K 0.31% +441 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; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 8,429 shares; 2025Q3: 9,427 shares; 2025Q4: 9,494 shares; 2026Q1: 10,513 shares 10,513 $525K 0.3% +1,019 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 3,469 shares; 2025Q1: not loaded; 2025Q2: 2,597 shares; 2025Q3: 2,604 shares; 2025Q4: 2,482 shares; 2026Q1: 2,470 shares 2,470 $519K 0.3% -12 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 13,235 shares; 2025Q1: not loaded; 2025Q2: 11,830 shares; 2025Q3: 10,439 shares; 2025Q4: 10,845 shares; 2026Q1: 11,039 shares 11,039 $510K 0.29% +194 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 1,597 shares; 2025Q1: not loaded; 2025Q2: 1,883 shares; 2025Q3: 1,866 shares; 2025Q4: 1,892 shares; 2026Q1: 2,195 shares 2,195 $496K 0.29% +303 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 9,500 shares; 2025Q1: not loaded; 2025Q2: 8,500 shares; 2025Q3: 8,500 shares; 2025Q4: 8,550 shares; 2026Q1: 6,990 shares 6,990 $476K 0.27% -1,560 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; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 275 shares; 2025Q1: not loaded; 2025Q2: 291 shares; 2025Q3: 532 shares; 2025Q4: 509 shares; 2026Q1: 509 shares 509 $468K 0.27% 0 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; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 6,184 shares; 2025Q1: not loaded; 2025Q2: 8,672 shares; 2025Q3: 8,567 shares; 2025Q4: 8,648 shares; 2026Q1: 7,281 shares 7,281 $467K 0.27% -1,367 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 3,703 shares; 2025Q1: not loaded; 2025Q2: 3,701 shares; 2025Q3: 3,721 shares; 2025Q4: 3,509 shares; 2026Q1: 3,525 shares 3,525 $466K 0.27% +16 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; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,177 shares; 2026Q1: 3,177 shares 3,177 $459K 0.26% 0 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 4,979 shares; 2025Q1: not loaded; 2025Q2: 3,537 shares; 2025Q3: 5,408 shares; 2025Q4: 6,606 shares; 2026Q1: 4,683 shares 4,683 $458K 0.26% -1,923 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; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 509 shares; 2025Q1: not loaded; 2025Q2: 538 shares; 2025Q3: 440 shares; 2025Q4: 502 shares; 2026Q1: 536 shares 536 $453K 0.26% +34 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,000 shares; 2026Q1: 2,909 shares 2,909 $452K 0.26% -91 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,525 shares; 2026Q1: 4,506 shares 4,506 $447K 0.26% -19 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 1,324 shares; 2025Q1: not loaded; 2025Q2: 1,380 shares; 2025Q3: 1,355 shares; 2025Q4: 1,558 shares; 2026Q1: 1,558 shares 1,558 $447K 0.26% 0 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; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 16,988 shares; 2025Q1: not loaded; 2025Q2: 15,397 shares; 2025Q3: 15,397 shares; 2025Q4: 15,449 shares; 2026Q1: 15,449 shares 15,449 $443K 0.26% 0 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 2,511 shares; 2025Q1: not loaded; 2025Q2: 2,061 shares; 2025Q3: 2,059 shares; 2025Q4: 2,134 shares; 2026Q1: 2,015 shares 2,015 $441K 0.25% -119 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 7,791 shares; 2025Q1: not loaded; 2025Q2: 9,150 shares; 2025Q3: 11,800 shares; 2025Q4: 15,217 shares; 2026Q1: 15,553 shares 15,553 $437K 0.25% +336 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; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 2,521 shares; 2025Q1: not loaded; 2025Q2: 3,185 shares; 2025Q3: 4,181 shares; 2025Q4: 4,646 shares; 2026Q1: 4,382 shares 4,382 $431K 0.25% -264 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 1,586 shares; 2025Q3: 1,586 shares; 2025Q4: 1,933 shares; 2026Q1: 1,933 shares 1,933 $413K 0.24% 0 Timeline JQUA 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; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 7,200 shares; 2025Q1: not loaded; 2025Q2: 6,600 shares; 2025Q3: 6,600 shares; 2025Q4: 6,600 shares; 2026Q1: 6,600 shares 6,600 $405K 0.23% 0 Timeline JBND 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; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 7,851 shares; 2025Q3: 7,179 shares; 2025Q4: 7,279 shares; 2026Q1: 7,479 shares 7,479 $402K 0.23% +200 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 4,348 shares; 2025Q1: not loaded; 2025Q2: 3,643 shares; 2025Q3: 3,595 shares; 2025Q4: 4,397 shares; 2026Q1: 4,598 shares 4,598 $399K 0.23% +201 Timeline LQDW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 15,780 shares; 2025Q1: not loaded; 2025Q2: 15,314 shares; 2025Q3: 10,257 shares; 2025Q4: 15,456 shares; 2026Q1: 16,308 shares 16,308 $394K 0.23% +852 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 1,705 shares; 2025Q1: not loaded; 2025Q2: 1,665 shares; 2025Q3: 1,550 shares; 2025Q4: 3,100 shares; 2026Q1: 2,933 shares 2,933 $390K 0.22% -167 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 3,086 shares; 2025Q3: 3,133 shares; 2025Q4: 3,989 shares; 2026Q1: 3,989 shares 3,989 $390K 0.22% 0 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,145 shares; 2026Q1: 1,945 shares 1,945 $387K 0.22% +800 Timeline IGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 4,756 shares; 2025Q3: 5,195 shares; 2025Q4: 5,159 shares; 2026Q1: 5,745 shares 5,745 $385K 0.22% +586 Timeline XLE 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; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 4,171 shares; 2025Q1: not loaded; 2025Q2: 4,900 shares; 2025Q3: 3,102 shares; 2025Q4: not reported; 2026Q1: 6,209 shares 6,209 $380K 0.22% 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; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 1,490 shares; 2025Q3: 1,371 shares; 2025Q4: 1,449 shares; 2026Q1: 2,305 shares 2,305 $379K 0.22% +856 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; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 2,427 shares; 2025Q1: not loaded; 2025Q2: 2,350 shares; 2025Q3: 2,355 shares; 2025Q4: 2,438 shares; 2026Q1: 2,366 shares 2,366 $378K 0.22% -72 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; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 14,221 shares; 2025Q1: not loaded; 2025Q2: 12,622 shares; 2025Q3: 12,622 shares; 2025Q4: 12,622 shares; 2026Q1: 12,773 shares 12,773 $372K 0.21% +151 Timeline XLC 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; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 2,786 shares; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 2,903 shares; 2025Q4: 3,524 shares; 2026Q1: 3,356 shares 3,356 $372K 0.21% -168 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; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 6,006 shares; 2025Q1: not loaded; 2025Q2: 9,780 shares; 2025Q3: 9,930 shares; 2025Q4: 10,455 shares; 2026Q1: 9,585 shares 9,585 $368K 0.21% -870 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; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 7,104 shares; 2025Q1: not loaded; 2025Q2: 7,591 shares; 2025Q3: 7,484 shares; 2025Q4: 7,514 shares; 2026Q1: 7,535 shares 7,535 $364K 0.21% +21 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 2,775 shares; 2025Q3: 3,638 shares; 2025Q4: 7,850 shares; 2026Q1: 7,872 shares 7,872 $361K 0.21% +22 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; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 1,972 shares; 2025Q3: 1,809 shares; 2025Q4: 2,240 shares; 2026Q1: 3,244 shares 3,244 $356K 0.21% +1,004 Timeline FHLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 3,334 shares; 2025Q1: not loaded; 2025Q2: 4,495 shares; 2025Q3: 5,177 shares; 2025Q4: 5,122 shares; 2026Q1: 5,027 shares 5,027 $354K 0.2% -95 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; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 8,612 shares; 2025Q3: 8,624 shares; 2025Q4: 12,038 shares; 2026Q1: 13,375 shares 13,375 $336K 0.19% +1,337 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 1,900 shares; 2025Q1: not loaded; 2025Q2: 2,472 shares; 2025Q3: 2,272 shares; 2025Q4: 2,172 shares; 2026Q1: 2,002 shares 2,002 $329K 0.19% -170 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; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,230 shares; 2026Q1: 3,615 shares 3,615 $327K 0.19% +385 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; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 8,286 shares; 2025Q1: not loaded; 2025Q2: 8,727 shares; 2025Q3: 8,951 shares; 2025Q4: 11,134 shares; 2026Q1: 11,194 shares 11,194 $326K 0.19% +60 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; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 1,468 shares; 2025Q1: not loaded; 2025Q2: 1,337 shares; 2025Q3: 1,339 shares; 2025Q4: 1,386 shares; 2026Q1: 1,389 shares 1,389 $319K 0.18% +3 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 4,605 shares; 2025Q1: not loaded; 2025Q2: 4,650 shares; 2025Q3: 4,674 shares; 2025Q4: 4,298 shares; 2026Q1: 4,320 shares 4,320 $313K 0.18% +22 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 2,275 shares; 2025Q3: 2,325 shares; 2025Q4: 2,765 shares; 2026Q1: 3,440 shares 3,440 $310K 0.18% +675 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 2,169 shares; 2025Q1: not loaded; 2025Q2: 2,414 shares; 2025Q3: 2,428 shares; 2025Q4: 2,349 shares; 2026Q1: 2,559 shares 2,559 $309K 0.18% +210 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 2,634 shares; 2025Q1: not loaded; 2025Q2: 2,659 shares; 2025Q3: 2,816 shares; 2025Q4: 2,839 shares; 2026Q1: 2,850 shares 2,850 $304K 0.18% +11 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 645 shares; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 465 shares; 2025Q4: 450 shares; 2026Q1: 428 shares 428 $303K 0.18% -22 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 25,100 shares; 2025Q1: not loaded; 2025Q2: 23,300 shares; 2025Q3: 19,375 shares; 2025Q4: 17,600 shares; 2026Q1: 19,100 shares 19,100 $303K 0.18% +1,500 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,528 shares 1,528 $302K 0.17% new Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 2,931 shares; 2025Q3: 3,100 shares; 2025Q4: 3,029 shares; 2026Q1: 3,154 shares 3,154 $298K 0.17% +125 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,600 shares 3,600 $288K 0.17% new Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 6,820 shares; 2025Q3: 4,665 shares; 2025Q4: 5,845 shares; 2026Q1: 5,845 shares 5,845 $282K 0.16% 0 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 611 shares; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 433 shares; 2025Q4: 464 shares; 2026Q1: 465 shares 465 $281K 0.16% +1 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,100 shares 1,100 $276K 0.16% new Timeline BSCX INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 11,950 shares; 2025Q1: not loaded; 2025Q2: 12,757 shares; 2025Q3: 12,916 shares; 2025Q4: 12,726 shares; 2026Q1: 12,853 shares 12,853 $272K 0.16% +127 Timeline DDFD INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,750 shares; 2026Q1: 14,325 shares 14,325 $271K 0.16% +575 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 607 shares; 2025Q1: not loaded; 2025Q2: 732 shares; 2025Q3: 710 shares; 2025Q4: 704 shares; 2026Q1: 749 shares 749 $269K 0.16% +45 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,820 shares 7,820 $262K 0.15% new Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 943 shares; 2025Q4: 1,146 shares; 2026Q1: 1,149 shares 1,149 $250K 0.14% +3 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,510 shares 2,510 $241K 0.14% new Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,910 shares; 2026Q1: 9,116 shares 9,116 $240K 0.14% +206 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; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,521 shares 2,521 $238K 0.14% new Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,197 shares 1,197 $236K 0.14% new Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,220 shares 4,220 $233K 0.13% new Timeline AOM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,608 shares; 2026Q1: 4,918 shares 4,918 $233K 0.13% +310 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 8,359 shares; 2025Q1: not loaded; 2025Q2: 7,702 shares; 2025Q3: 7,705 shares; 2025Q4: 6,123 shares; 2026Q1: 4,655 shares 4,655 $230K 0.13% -1,468 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 746 shares; 2025Q3: 705 shares; 2025Q4: 701 shares; 2026Q1: 734 shares 734 $229K 0.13% +33 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; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 3,844 shares; 2025Q1: not loaded; 2025Q2: 2,902 shares; 2025Q3: 2,406 shares; 2025Q4: 2,530 shares; 2026Q1: 2,415 shares 2,415 $227K 0.13% -115 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 1,905 shares; 2025Q1: not loaded; 2025Q2: 1,812 shares; 2025Q3: 1,211 shares; 2025Q4: 1,406 shares; 2026Q1: 1,508 shares 1,508 $222K 0.13% +102 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 1,157 shares; 2025Q4: 1,147 shares; 2026Q1: 1,218 shares 1,218 $219K 0.13% +71 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 4,753 shares; 2025Q3: 4,461 shares; 2025Q4: 4,485 shares; 2026Q1: 4,683 shares 4,683 $219K 0.13% +198 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,047 shares; 2026Q1: 7,273 shares 7,273 $219K 0.13% +226 Timeline AOK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,260 shares 5,260 $210K 0.12% 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; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,301 shares; 2026Q1: 2,367 shares 2,367 $209K 0.12% +66 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 4,300 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,950 shares 2,950 $204K 0.12% new Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 4,966 shares; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,478 shares 4,478 $204K 0.12% new Timeline WSR WHITESTONE REIT More: the full row for WHITESTONE REIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,624 shares; 2026Q1: 11,624 shares 11,624 $188K 0.11% 0 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; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 11,201 shares; 2025Q1: not loaded; 2025Q2: 11,674 shares; 2025Q3: 11,804 shares; 2025Q4: 14,562 shares; 2026Q1: 15,132 shares 15,132 $165K 0.1% +570 Timeline SNAP SNAP INC More: the full row for SNAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 12,500 shares; 2025Q3: 26,350 shares; 2025Q4: 27,850 shares; 2026Q1: 23,150 shares 23,150 $106K 0.06% -4,700 Timeline NUV NUVEEN MUN VALUE FD INC More: the full row for NUVEEN MUN VALUE FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares 10,000 $89.9K 0.05% 0 Timeline