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: 794,880 shares; 2024Q4: 2,426,283 shares; 2025Q1: 2,629,519 shares; 2025Q2: 2,855,136 shares; 2025Q3: 2,912,790 shares; 2025Q4: 2,915,883 shares; 2026Q1: 2,994,436 shares; 2026Q2: 3,695,022 shares 3,695,022 $109M 14.22% +700,586 Timeline SPAB 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: 1,091,838 shares; 2024Q4: 1,214,724 shares; 2025Q1: 1,297,331 shares; 2025Q2: 1,469,560 shares; 2025Q3: 1,557,478 shares; 2025Q4: 1,580,729 shares; 2026Q1: 1,680,916 shares; 2026Q2: 2,534,062 shares 2,534,062 $64.7M 8.46% +853,146 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 431,190 shares; 2024Q4: 467,546 shares; 2025Q1: 509,064 shares; 2025Q2: 552,570 shares; 2025Q3: 578,016 shares; 2025Q4: 596,366 shares; 2026Q1: 602,821 shares; 2026Q2: 722,555 shares 722,555 $60.5M 7.91% +119,734 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: 48,713 shares; 2024Q4: 48,655 shares; 2025Q1: 49,097 shares; 2025Q2: 49,146 shares; 2025Q3: 47,624 shares; 2025Q4: 46,186 shares; 2026Q1: 44,620 shares; 2026Q2: 44,286 shares 44,286 $33.2M 4.34% -334 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 536,773 shares; 2024Q4: 538,725 shares; 2025Q1: 530,383 shares; 2025Q2: 543,117 shares; 2025Q3: 549,637 shares; 2025Q4: 564,632 shares; 2026Q1: 574,143 shares; 2026Q2: 639,953 shares 639,953 $32.3M 4.23% +65,810 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: 816,462 shares; 2024Q4: 898,975 shares; 2025Q1: 885,760 shares; 2025Q2: 976,942 shares; 2025Q3: 940,336 shares; 2025Q4: 969,879 shares; 2026Q1: 1,004,995 shares; 2026Q2: 943,797 shares 943,797 $31.8M 4.16% -61,198 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: 299,858 shares; 2024Q4: 300,418 shares; 2025Q1: 301,695 shares; 2025Q2: 307,793 shares; 2025Q3: 298,120 shares; 2025Q4: 304,665 shares; 2026Q1: 325,418 shares; 2026Q2: 319,169 shares 319,169 $28M 3.67% -6,249 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: 220,835 shares; 2024Q4: 248,627 shares; 2025Q1: 284,873 shares; 2025Q2: 310,523 shares; 2025Q3: 330,999 shares; 2025Q4: 350,243 shares; 2026Q1: 366,407 shares; 2026Q2: 465,415 shares 465,415 $26.8M 3.51% +99,008 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 135,281 shares; 2024Q4: 141,911 shares; 2025Q1: 151,038 shares; 2025Q2: 10,270,471 shares; 2025Q3: 169,768 shares; 2025Q4: 189,249 shares; 2026Q1: 219,403 shares; 2026Q2: 240,518 shares 240,518 $24.2M 3.17% +21,115 Timeline GSEW 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: 122,545 shares; 2024Q4: 122,813 shares; 2025Q1: 125,393 shares; 2025Q2: 128,491 shares; 2025Q3: 128,623 shares; 2025Q4: 178,487 shares; 2026Q1: 190,285 shares; 2026Q2: 195,825 shares 195,825 $18.5M 2.42% +5,540 Timeline GARP 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: 224,439 shares; 2026Q2: 212,535 shares 212,535 $17.5M 2.29% -11,904 Timeline MMIN 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: 743,537 shares; 2024Q4: 782,160 shares; 2025Q1: 807,186 shares; 2025Q2: 731,155 shares; 2025Q3: 655,080 shares; 2025Q4: 665,871 shares; 2026Q1: 700,318 shares; 2026Q2: 694,627 shares 694,627 $16.8M 2.2% -5,691 Timeline PREF PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 419,740 shares; 2024Q4: 448,319 shares; 2025Q1: 481,665 shares; 2025Q2: 525,948 shares; 2025Q3: 563,152 shares; 2025Q4: 615,452 shares; 2026Q1: 648,514 shares; 2026Q2: 842,806 shares 842,806 $16.1M 2.1% +194,292 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,733 shares; 2024Q4: 41,574 shares; 2025Q1: 39,142 shares; 2025Q2: 39,247 shares; 2025Q3: 39,314 shares; 2025Q4: 38,408 shares; 2026Q1: 38,602 shares; 2026Q2: 38,548 shares 38,548 $13.3M 1.73% -54 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 27,718 shares; 2026Q2: 111,228 shares 111,228 $13.3M 1.73% +83,510 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,938 shares; 2024Q4: 12,932 shares; 2025Q1: 13,883 shares; 2025Q2: 13,885 shares; 2025Q3: 12,493 shares; 2025Q4: 12,610 shares; 2026Q1: 13,306 shares; 2026Q2: 106,471 shares 106,471 $12.7M 1.66% +93,165 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: 394,644 shares; 2024Q4: 391,460 shares; 2025Q1: 473,970 shares; 2025Q2: 463,423 shares; 2025Q3: 433,952 shares; 2025Q4: 511,354 shares; 2026Q1: 557,697 shares; 2026Q2: 520,097 shares 520,097 $12.7M 1.66% -37,600 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: 140,418 shares; 2024Q4: 286,387 shares; 2025Q1: 292,339 shares; 2025Q2: 297,975 shares; 2025Q3: 302,534 shares; 2025Q4: 316,423 shares; 2026Q1: 342,720 shares; 2026Q2: 343,996 shares 343,996 $9.53M 1.25% +1,276 Timeline SCHK 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: 36,781 shares; 2024Q4: 73,803 shares; 2025Q1: 74,028 shares; 2025Q2: 84,123 shares; 2025Q3: 84,364 shares; 2025Q4: 194,308 shares; 2026Q1: 258,167 shares; 2026Q2: 258,451 shares 258,451 $9.32M 1.22% +284 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: 11,828 shares; 2024Q4: 11,829 shares; 2025Q1: 11,806 shares; 2025Q2: 11,999 shares; 2025Q3: 12,048 shares; 2025Q4: 11,467 shares; 2026Q1: 11,447 shares; 2026Q2: 11,061 shares 11,061 $8.26M 1.08% -386 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: 14,396 shares; 2024Q4: 14,495 shares; 2025Q1: 14,495 shares; 2025Q2: 15,481 shares; 2025Q3: 15,617 shares; 2025Q4: 15,622 shares; 2026Q1: 15,620 shares; 2026Q2: 60,700 shares 60,700 $7.54M 0.99% +45,080 Timeline VIGI 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: 70,327 shares; 2024Q4: 72,938 shares; 2025Q1: 72,696 shares; 2025Q2: 72,696 shares; 2025Q3: 76,640 shares; 2025Q4: 76,783 shares; 2026Q1: 76,783 shares; 2026Q2: 77,161 shares 77,161 $7.21M 0.94% +378 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; 2024Q3: 65,894 shares; 2024Q4: 62,295 shares; 2025Q1: 59,293 shares; 2025Q2: 59,293 shares; 2025Q3: 65,033 shares; 2025Q4: 63,149 shares; 2026Q1: 63,149 shares; 2026Q2: 63,149 shares 63,149 $6.89M 0.9% 0 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: 174,614 shares; 2024Q4: 188,442 shares; 2025Q1: 195,341 shares; 2025Q2: 132,119 shares; 2025Q3: 128,409 shares; 2025Q4: 129,924 shares; 2026Q1: 128,034 shares; 2026Q2: 127,556 shares 127,556 $6.43M 0.84% -478 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,864 shares; 2024Q4: 42,864 shares; 2025Q1: 42,864 shares; 2025Q2: 42,864 shares; 2025Q3: 43,027 shares; 2025Q4: 43,027 shares; 2026Q1: 43,077 shares; 2026Q2: 39,604 shares 39,604 $6.19M 0.81% -3,473 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 117,686 shares; 2025Q2: 138,985 shares; 2025Q3: 148,276 shares; 2025Q4: 157,437 shares; 2026Q1: 180,439 shares; 2026Q2: 223,595 shares 223,595 $6.14M 0.8% +43,156 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: 53,547 shares; 2024Q4: 53,549 shares; 2025Q1: 53,189 shares; 2025Q2: 53,189 shares; 2025Q3: 58,843 shares; 2025Q4: 58,843 shares; 2026Q1: 58,843 shares; 2026Q2: 58,843 shares 58,843 $6.11M 0.8% 0 Timeline AVLV 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: not reported; 2026Q1: not reported; 2026Q2: 66,400 shares 66,400 $6.06M 0.79% new Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,788 shares; 2024Q4: 29,328 shares; 2025Q1: 28,669 shares; 2025Q2: 27,696 shares; 2025Q3: 31,027 shares; 2025Q4: 26,643 shares; 2026Q1: 26,589 shares; 2026Q2: 27,322 shares 27,322 $6M 0.78% +733 Timeline BRK-A 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 6 shares; 2026Q2: 8 shares 8 $5.99M 0.78% +2 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,744 shares; 2025Q2: 5,744 shares; 2025Q3: 5,744 shares; 2025Q4: 118,472 shares; 2026Q1: 118,472 shares; 2026Q2: 119,983 shares 119,983 $5.95M 0.78% +1,511 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: 71,562 shares; 2024Q4: 143,326 shares; 2025Q1: 140,373 shares; 2025Q2: 140,718 shares; 2025Q3: 140,158 shares; 2025Q4: 138,569 shares; 2026Q1: 137,921 shares; 2026Q2: 136,052 shares 136,052 $4.92M 0.64% -1,869 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: 20,913 shares; 2024Q4: 20,920 shares; 2025Q1: 20,923 shares; 2025Q2: 20,923 shares; 2025Q3: 20,656 shares; 2025Q4: 21,340 shares; 2026Q1: 21,343 shares; 2026Q2: 20,309 shares 20,309 $4.81M 0.63% -1,034 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: 28,747 shares; 2024Q4: 29,009 shares; 2025Q1: 29,009 shares; 2025Q2: 29,009 shares; 2025Q3: 29,009 shares; 2025Q4: 29,009 shares; 2026Q1: 29,009 shares; 2026Q2: 29,009 shares 29,009 $4.58M 0.6% 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: 49,453 shares; 2024Q4: 64,404 shares; 2025Q1: 64,200 shares; 2025Q2: 63,790 shares; 2025Q3: 63,790 shares; 2025Q4: 64,858 shares; 2026Q1: 64,949 shares; 2026Q2: 90,600 shares 90,600 $4.58M 0.6% +25,651 Timeline VPLS VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 46,569 shares; 2026Q1: 51,600 shares; 2026Q2: 56,168 shares 56,168 $4.36M 0.57% +4,568 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,932 shares; 2024Q4: 33,883 shares; 2025Q1: 37,604 shares; 2025Q2: 41,622 shares; 2025Q3: 41,657 shares; 2025Q4: 52,534 shares; 2026Q1: 63,720 shares; 2026Q2: 59,419 shares 59,419 $4.02M 0.53% -4,301 Timeline TAXX BONDBLOXX ETF TRUST More: the full row for BONDBLOXX 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: 49,230 shares; 2026Q1: 78,788 shares; 2026Q2: 78,788 shares 78,788 $4M 0.52% 0 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,262 shares; 2024Q4: 54,361 shares; 2025Q1: 54,909 shares; 2025Q2: 51,983 shares; 2025Q3: 53,987 shares; 2025Q4: 50,931 shares; 2026Q1: 50,453 shares; 2026Q2: 50,192 shares 50,192 $3.87M 0.51% -261 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T 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: 149,928 shares; 2026Q1: 167,533 shares; 2026Q2: 171,672 shares 171,672 $3.83M 0.5% +4,139 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,389 shares; 2024Q4: 8,888 shares; 2025Q1: 9,199 shares; 2025Q2: 12,330 shares; 2025Q3: 12,437 shares; 2025Q4: 12,437 shares; 2026Q1: 12,437 shares; 2026Q2: 12,430 shares 12,430 $3.73M 0.49% -7 Timeline IGRO 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: 41,041 shares; 2025Q2: 41,041 shares; 2025Q3: 41,041 shares; 2025Q4: 41,041 shares; 2026Q1: 41,041 shares; 2026Q2: 41,041 shares 41,041 $3.61M 0.47% 0 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,607 shares; 2024Q4: 35,607 shares; 2025Q1: 50,255 shares; 2025Q2: 36,125 shares; 2025Q3: 36,418 shares; 2025Q4: 36,373 shares; 2026Q1: 36,865 shares; 2026Q2: 36,373 shares 36,373 $3.6M 0.47% -492 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: 3,776 shares; 2024Q4: 4,005 shares; 2025Q1: 4,005 shares; 2025Q2: 4,289 shares; 2025Q3: 14,121 shares; 2025Q4: 12,274 shares; 2026Q1: 11,250 shares; 2026Q2: 9,509 shares 9,509 $3.52M 0.46% -1,741 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,342 shares; 2024Q4: 34,208 shares; 2025Q1: 33,587 shares; 2025Q2: 28,201 shares; 2025Q3: 29,277 shares; 2025Q4: 29,300 shares; 2026Q1: 28,411 shares; 2026Q2: 27,738 shares 27,738 $3.37M 0.44% -673 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,435 shares; 2024Q4: 27,435 shares; 2025Q1: 27,435 shares; 2025Q2: 27,435 shares; 2025Q3: 29,875 shares; 2025Q4: 29,875 shares; 2026Q1: 29,875 shares; 2026Q2: 59,750 shares 59,750 $3.36M 0.44% +29,875 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: 20,901 shares; 2024Q4: 20,901 shares; 2025Q1: 21,187 shares; 2025Q2: 23,587 shares; 2025Q3: 24,808 shares; 2025Q4: 23,114 shares; 2026Q1: 22,052 shares; 2026Q2: 20,451 shares 20,451 $3.03M 0.4% -1,601 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: 33,005 shares; 2024Q4: 34,001 shares; 2025Q1: 36,177 shares; 2025Q2: 34,167 shares; 2025Q3: 37,160 shares; 2025Q4: 31,683 shares; 2026Q1: 30,566 shares; 2026Q2: 30,957 shares 30,957 $2.99M 0.39% +391 Timeline GBIL 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: 46,730 shares; 2024Q4: 35,842 shares; 2025Q1: 35,313 shares; 2025Q2: 31,831 shares; 2025Q3: 28,321 shares; 2025Q4: 28,189 shares; 2026Q1: 28,205 shares; 2026Q2: 29,028 shares 29,028 $2.91M 0.38% +823 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,427 shares; 2024Q4: 40,528 shares; 2025Q1: 40,746 shares; 2025Q2: 40,960 shares; 2025Q3: 38,547 shares; 2025Q4: 38,760 shares; 2026Q1: 38,942 shares; 2026Q2: 78,410 shares 78,410 $2.73M 0.36% +39,468 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: 22,011 shares; 2024Q4: 22,011 shares; 2025Q1: 19,945 shares; 2025Q2: 21,840 shares; 2025Q3: 60,815 shares; 2025Q4: 61,680 shares; 2026Q1: 61,680 shares; 2026Q2: 57,342 shares 57,342 $2.65M 0.35% -4,338 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: 5,755 shares; 2024Q4: 6,128 shares; 2025Q1: 6,476 shares; 2025Q2: 6,724 shares; 2025Q3: 7,069 shares; 2025Q4: 9,172 shares; 2026Q1: 8,815 shares; 2026Q2: 8,772 shares 8,772 $2.54M 0.33% -43 Timeline SCMB 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: 12,512 shares; 2024Q4: 46,195 shares; 2025Q1: 81,119 shares; 2025Q2: 85,203 shares; 2025Q3: 85,203 shares; 2025Q4: 129,240 shares; 2026Q1: 141,725 shares; 2026Q2: 95,092 shares 95,092 $2.46M 0.32% -46,633 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: 39,948 shares; 2024Q4: 41,638 shares; 2025Q1: 41,783 shares; 2025Q2: 42,478 shares; 2025Q3: 40,389 shares; 2025Q4: 40,610 shares; 2026Q1: 40,070 shares; 2026Q2: 40,248 shares 40,248 $2.45M 0.32% +178 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: 7,185 shares; 2024Q4: 7,920 shares; 2025Q1: 8,221 shares; 2025Q2: 8,921 shares; 2025Q3: 9,160 shares; 2025Q4: 9,197 shares; 2026Q1: 8,448 shares; 2026Q2: 7,880 shares 7,880 $2.39M 0.31% -568 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: 3,851 shares; 2024Q4: 3,851 shares; 2025Q1: 3,851 shares; 2025Q2: 3,851 shares; 2025Q3: 22,773 shares; 2025Q4: 31,703 shares; 2026Q1: 29,908 shares; 2026Q2: 27,172 shares 27,172 $2.32M 0.3% -2,736 Timeline RLY SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,290 shares; 2024Q4: 53,336 shares; 2025Q1: 53,336 shares; 2025Q2: 53,649 shares; 2025Q3: 53,786 shares; 2025Q4: 53,886 shares; 2026Q1: 51,549 shares; 2026Q2: 52,681 shares 52,681 $1.82M 0.24% +1,132 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,905 shares; 2024Q4: 12,025 shares; 2025Q1: 13,218 shares; 2025Q2: 12,201 shares; 2025Q3: 12,092 shares; 2025Q4: 12,256 shares; 2026Q1: 12,366 shares; 2026Q2: 62,438 shares 62,438 $1.71M 0.22% +50,072 Timeline PNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 70,224 shares; 2024Q4: 70,224 shares; 2025Q1: 70,224 shares; 2025Q2: 70,224 shares; 2025Q3: 35,112 shares; 2025Q4: 35,112 shares; 2026Q1: 35,112 shares; 2026Q2: 35,112 shares 35,112 $1.56M 0.2% 0 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,951 shares; 2024Q4: 25,951 shares; 2025Q1: 25,951 shares; 2025Q2: 31,781 shares; 2025Q3: 32,128 shares; 2025Q4: 33,514 shares; 2026Q1: 42,192 shares; 2026Q2: 42,192 shares 42,192 $1.46M 0.19% 0 Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,433 shares; 2024Q4: 35,513 shares; 2025Q1: 35,433 shares; 2025Q2: 35,433 shares; 2025Q3: 32,511 shares; 2025Q4: 32,609 shares; 2026Q1: 32,609 shares; 2026Q2: 32,609 shares 32,609 $1.36M 0.18% 0 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: 1,870 shares; 2024Q4: 2,004 shares; 2025Q1: 2,114 shares; 2025Q2: 2,213 shares; 2025Q3: 2,211 shares; 2025Q4: 2,661 shares; 2026Q1: 2,666 shares; 2026Q2: 2,676 shares 2,676 $1.34M 0.18% +10 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,267 shares; 2024Q4: 36,809 shares; 2025Q1: 40,530 shares; 2025Q2: 39,614 shares; 2025Q3: 42,909 shares; 2025Q4: 45,210 shares; 2026Q1: 45,224 shares; 2026Q2: 43,644 shares 43,644 $1.33M 0.17% -1,580 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: 3,628 shares; 2024Q4: 3,631 shares; 2025Q1: 3,631 shares; 2025Q2: 3,759 shares; 2025Q3: 4,059 shares; 2025Q4: 4,820 shares; 2026Q1: 4,926 shares; 2026Q2: 4,529 shares 4,529 $1.27M 0.17% -397 Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,077 shares; 2025Q3: 4,077 shares; 2025Q4: 5,920 shares; 2026Q1: 9,023 shares; 2026Q2: 9,024 shares 9,024 $1.24M 0.16% +1 Timeline PAAA PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 19,562 shares; 2025Q1: 18,655 shares; 2025Q2: 18,906 shares; 2025Q3: 19,157 shares; 2025Q4: 19,138 shares; 2026Q1: 21,235 shares; 2026Q2: 21,478 shares 21,478 $1.1M 0.14% +243 Timeline BKLC BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,300 shares; 2024Q4: 14,300 shares; 2025Q1: 14,300 shares; 2025Q2: 14,300 shares; 2025Q3: 14,300 shares; 2025Q4: 14,300 shares; 2026Q1: 7,501 shares; 2026Q2: 7,501 shares 7,501 $1.08M 0.14% 0 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,571 shares; 2024Q4: 44,571 shares; 2025Q1: 44,691 shares; 2025Q2: 45,089 shares; 2025Q3: 45,488 shares; 2025Q4: 46,020 shares; 2026Q1: 46,286 shares; 2026Q2: 46,711 shares 46,711 $1.06M 0.14% +425 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: 1,390 shares; 2024Q4: 1,390 shares; 2025Q1: 1,390 shares; 2025Q2: 1,390 shares; 2025Q3: 1,390 shares; 2025Q4: 2,157 shares; 2026Q1: 3,480 shares; 2026Q2: 2,746 shares 2,746 $1.01M 0.13% -734 Timeline PFIS PEOPLES FINL SVCS CORP More: the full row for PEOPLES FINL SVCS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,153 shares; 2024Q4: 15,153 shares; 2025Q1: 15,153 shares; 2025Q2: 15,153 shares; 2025Q3: 15,153 shares; 2025Q4: 15,153 shares; 2026Q1: 15,153 shares; 2026Q2: 15,153 shares 15,153 $1.01M 0.13% 0 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,568 shares; 2024Q4: 7,916 shares; 2025Q1: 7,878 shares; 2025Q2: 7,852 shares; 2025Q3: 2,737 shares; 2025Q4: 2,335 shares; 2026Q1: 2,340 shares; 2026Q2: 2,346 shares 2,346 $961K 0.13% +6 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; 2024Q3: 4,520 shares; 2024Q4: 11,673 shares; 2025Q1: 9,144 shares; 2025Q2: 9,719 shares; 2025Q3: 8,875 shares; 2025Q4: 7,409 shares; 2026Q1: 12,871 shares; 2026Q2: 10,197 shares 10,197 $934K 0.12% -2,674 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: 8,586 shares; 2024Q4: 25,849 shares; 2025Q1: 25,929 shares; 2025Q2: 26,005 shares; 2025Q3: 26,081 shares; 2025Q4: 26,162 shares; 2026Q1: 26,236 shares; 2026Q2: 32,164 shares 32,164 $931K 0.12% +5,928 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: 1,886 shares; 2024Q4: 1,888 shares; 2025Q1: 3,543 shares; 2025Q2: 1,890 shares; 2025Q3: 1,991 shares; 2025Q4: 2,194 shares; 2026Q1: 1,837 shares; 2026Q2: 10,792 shares 10,792 $930K 0.12% +8,955 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: 2,308 shares; 2024Q4: 8,119 shares; 2025Q1: 4,708 shares; 2025Q2: 4,382 shares; 2025Q3: 4,859 shares; 2025Q4: 5,084 shares; 2026Q1: 4,921 shares; 2026Q2: 4,502 shares 4,502 $901K 0.12% -419 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: 680 shares; 2024Q4: 1,049 shares; 2025Q1: 1,255 shares; 2025Q2: 1,330 shares; 2025Q3: 1,422 shares; 2025Q4: 2,719 shares; 2026Q1: 2,473 shares; 2026Q2: 2,368 shares 2,368 $883K 0.12% -105 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,948 shares; 2024Q4: 2,975 shares; 2025Q1: 3,327 shares; 2025Q2: 3,188 shares; 2025Q3: 3,445 shares; 2025Q4: 3,577 shares; 2026Q1: 3,577 shares; 2026Q2: 3,398 shares 3,398 $863K 0.11% -179 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,844 shares; 2024Q4: 17,255 shares; 2025Q1: 16,986 shares; 2025Q2: 15,589 shares; 2025Q3: 15,374 shares; 2025Q4: 15,498 shares; 2026Q1: 17,116 shares; 2026Q2: 16,981 shares 16,981 $853K 0.11% -135 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,703 shares; 2024Q4: 3,703 shares; 2025Q1: 3,703 shares; 2025Q2: 3,703 shares; 2025Q3: 3,703 shares; 2025Q4: 3,843 shares; 2026Q1: 3,843 shares; 2026Q2: 3,848 shares 3,848 $851K 0.11% +5 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: not reported; 2024Q4: 4,511 shares; 2025Q1: 14,117 shares; 2025Q2: 13,332 shares; 2025Q3: 13,612 shares; 2025Q4: 9,833 shares; 2026Q1: 11,803 shares; 2026Q2: 11,640 shares 11,640 $829K 0.11% -163 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; 2024Q3: 2,351 shares; 2024Q4: 2,645 shares; 2025Q1: 5,165 shares; 2025Q2: 5,187 shares; 2025Q3: 5,203 shares; 2025Q4: 5,239 shares; 2026Q1: 5,250 shares; 2026Q2: 5,271 shares 5,271 $827K 0.11% +21 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,486 shares; 2024Q4: 11,451 shares; 2025Q1: 11,485 shares; 2025Q2: 11,625 shares; 2025Q3: 17,444 shares; 2025Q4: 11,221 shares; 2026Q1: 10,417 shares; 2026Q2: 9,800 shares 9,800 $812K 0.11% -617 Timeline INFL LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,031 shares; 2024Q4: 15,031 shares; 2025Q1: 15,031 shares; 2025Q2: 15,031 shares; 2025Q3: 15,031 shares; 2025Q4: 15,031 shares; 2026Q1: 15,031 shares; 2026Q2: 15,031 shares 15,031 $750K 0.1% 0 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: 2,500 shares; 2024Q4: 2,629 shares; 2025Q1: 2,629 shares; 2025Q2: 2,629 shares; 2025Q3: 2,776 shares; 2025Q4: 3,256 shares; 2026Q1: 3,351 shares; 2026Q2: 2,979 shares 2,979 $750K 0.1% -372 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,874 shares; 2024Q4: 19,874 shares; 2025Q1: 20,484 shares; 2025Q2: 20,484 shares; 2025Q3: 19,874 shares; 2025Q4: 20,149 shares; 2026Q1: 19,874 shares; 2026Q2: 19,874 shares 19,874 $722K 0.09% 0 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,122 shares; 2024Q4: 3,160 shares; 2025Q1: 9,335 shares; 2025Q2: 3,158 shares; 2025Q3: 4,349 shares; 2025Q4: 4,454 shares; 2026Q1: 3,287 shares; 2026Q2: 3,233 shares 3,233 $704K 0.09% -54 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: 8,829 shares; 2024Q4: 8,829 shares; 2025Q1: 7,456 shares; 2025Q2: 8,915 shares; 2025Q3: 10,833 shares; 2025Q4: 8,916 shares; 2026Q1: 9,456 shares; 2026Q2: 8,916 shares 8,916 $655K 0.09% -540 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,253 shares; 2024Q4: 2,253 shares; 2025Q1: 2,258 shares; 2025Q2: 2,048 shares; 2025Q3: 2,048 shares; 2025Q4: 2,048 shares; 2026Q1: 2,048 shares; 2026Q2: 2,048 shares 2,048 $644K 0.08% 0 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,681 shares; 2024Q4: 11,681 shares; 2025Q1: 9,237 shares; 2025Q2: 9,237 shares; 2025Q3: 9,237 shares; 2025Q4: 9,237 shares; 2026Q1: 8,382 shares; 2026Q2: 8,382 shares 8,382 $635K 0.08% 0 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,450 shares; 2024Q4: 4,450 shares; 2025Q1: 4,450 shares; 2025Q2: 4,450 shares; 2025Q3: 4,450 shares; 2025Q4: 4,198 shares; 2026Q1: 4,361 shares; 2026Q2: 3,956 shares 3,956 $632K 0.08% -405 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: 1,828 shares; 2024Q4: not reported; 2025Q1: 1,937 shares; 2025Q2: 4,855 shares; 2025Q3: 2,118 shares; 2025Q4: 2,836 shares; 2026Q1: 5,176 shares; 2026Q2: 4,523 shares 4,523 $618K 0.08% -653 Timeline BCI ABRDN ETFS More: the full row for ABRDN ETFS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,827 shares; 2024Q4: 28,827 shares; 2025Q1: 28,827 shares; 2025Q2: 22,712 shares; 2025Q3: 27,413 shares; 2025Q4: 28,711 shares; 2026Q1: 28,711 shares; 2026Q2: 26,531 shares 26,531 $593K 0.08% -2,180 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,503 shares; 2024Q4: 3,514 shares; 2025Q1: 3,523 shares; 2025Q2: 3,532 shares; 2025Q3: 3,541 shares; 2025Q4: 3,552 shares; 2026Q1: 3,561 shares; 2026Q2: 3,569 shares 3,569 $584K 0.08% +8 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,640 shares; 2024Q4: 9,640 shares; 2025Q1: 9,640 shares; 2025Q2: 8,629 shares; 2025Q3: 8,629 shares; 2025Q4: 8,269 shares; 2026Q1: 7,290 shares; 2026Q2: 7,480 shares 7,480 $573K 0.07% +190 Timeline BKCI BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,571 shares; 2024Q4: 10,571 shares; 2025Q1: 10,571 shares; 2025Q2: 10,571 shares; 2025Q3: 10,571 shares; 2025Q4: 10,571 shares; 2026Q1: 10,421 shares; 2026Q2: 10,458 shares 10,458 $564K 0.07% +37 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,103 shares; 2025Q2: 2,110 shares; 2025Q3: 2,344 shares; 2025Q4: 2,357 shares; 2026Q1: 2,359 shares; 2026Q2: 2,129 shares 2,129 $516K 0.07% -230 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 16,123 shares 16,123 $511K 0.07% new 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: not reported; 2026Q1: not reported; 2026Q2: 420 shares 420 $485K 0.06% new Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,850 shares; 2025Q2: not reported; 2025Q3: 5,505 shares; 2025Q4: 5,933 shares; 2026Q1: 5,960 shares; 2026Q2: 6,023 shares 6,023 $476K 0.06% +63 Timeline WOOD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,915 shares; 2024Q4: 6,915 shares; 2025Q1: 6,915 shares; 2025Q2: 6,915 shares; 2025Q3: 6,915 shares; 2025Q4: 6,915 shares; 2026Q1: 6,915 shares; 2026Q2: 6,915 shares 6,915 $458K 0.06% 0 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 15,000 shares; 2025Q4: 20,000 shares; 2026Q1: 20,000 shares; 2026Q2: 20,000 shares 20,000 $445K 0.06% 0 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,208 shares; 2024Q4: 8,208 shares; 2025Q1: 8,281 shares; 2025Q2: 8,369 shares; 2025Q3: 8,910 shares; 2025Q4: 8,985 shares; 2026Q1: 9,017 shares; 2026Q2: 8,668 shares 8,668 $432K 0.06% -349 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares; 2026Q2: 2,000 shares 2,000 $426K 0.06% 0 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,350 shares; 2024Q4: 1,364 shares; 2025Q1: 1,389 shares; 2025Q2: 1,389 shares; 2025Q3: 1,389 shares; 2025Q4: 1,468 shares; 2026Q1: 1,429 shares; 2026Q2: 1,350 shares 1,350 $365K 0.05% -79 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 468 shares; 2025Q4: 464 shares; 2026Q1: 502 shares; 2026Q2: 530 shares 530 $364K 0.05% +28 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,303 shares; 2025Q4: 2,003 shares; 2026Q1: 1,976 shares; 2026Q2: 1,492 shares 1,492 $356K 0.05% -484 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,710 shares; 2026Q2: 4,590 shares 4,590 $347K 0.05% -120 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: 31,770 shares; 2024Q4: 41,477 shares; 2025Q1: 44,133 shares; 2025Q2: 9,199 shares; 2025Q3: 6,981 shares; 2025Q4: 6,618 shares; 2026Q1: 6,493 shares; 2026Q2: 6,628 shares 6,628 $343K 0.04% +135 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: 7,599 shares; 2025Q2: 5,170 shares; 2025Q3: 5,170 shares; 2025Q4: 5,644 shares; 2026Q1: 5,710 shares; 2026Q2: 5,469 shares 5,469 $326K 0.04% -241 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: not reported; 2024Q4: 1,757 shares; 2025Q1: 1,710 shares; 2025Q2: 1,146 shares; 2025Q3: 1,146 shares; 2025Q4: 1,129 shares; 2026Q1: 1,000 shares; 2026Q2: 4,000 shares 4,000 $322K 0.04% +3,000 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,249 shares 4,249 $322K 0.04% new Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,246 shares; 2025Q4: 3,406 shares; 2026Q1: 3,561 shares; 2026Q2: 2,650 shares 2,650 $311K 0.04% -911 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 914 shares; 2025Q4: 1,234 shares; 2026Q1: 1,213 shares; 2026Q2: 789 shares 789 $282K 0.04% -424 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,540 shares; 2024Q4: 1,566 shares; 2025Q1: 3,540 shares; 2025Q2: 1,602 shares; 2025Q3: 1,805 shares; 2025Q4: 2,011 shares; 2026Q1: 1,975 shares; 2026Q2: 1,690 shares 1,690 $280K 0.04% -285 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,069 shares; 2024Q4: 1,069 shares; 2025Q1: 1,169 shares; 2025Q2: 1,169 shares; 2025Q3: 1,169 shares; 2025Q4: 1,169 shares; 2026Q1: 1,169 shares; 2026Q2: 1,169 shares 1,169 $278K 0.04% 0 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,862 shares; 2024Q4: 1,870 shares; 2025Q1: 1,862 shares; 2025Q2: 1,862 shares; 2025Q3: 2,073 shares; 2025Q4: 2,314 shares; 2026Q1: 2,202 shares; 2026Q2: 1,880 shares 1,880 $276K 0.04% -322 Timeline SCHP 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: 5,308 shares; 2024Q4: 10,701 shares; 2025Q1: 10,275 shares; 2025Q2: 10,075 shares; 2025Q3: 10,184 shares; 2025Q4: 10,306 shares; 2026Q1: 10,305 shares; 2026Q2: 10,383 shares 10,383 $275K 0.04% +78 Timeline IXUS 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: 2,698 shares; 2025Q3: 2,698 shares; 2025Q4: 2,698 shares; 2026Q1: 2,698 shares; 2026Q2: 2,698 shares 2,698 $257K 0.03% 0 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,203 shares; 2024Q4: 2,203 shares; 2025Q1: 2,376 shares; 2025Q2: 2,376 shares; 2025Q3: 2,558 shares; 2025Q4: 2,558 shares; 2026Q1: 2,477 shares; 2026Q2: 2,303 shares 2,303 $253K 0.03% -174 Timeline DBMF IM GLOBAL PARTNER FUNDS More: the full row for IM GLOBAL PARTNER FUNDS 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: 8,197 shares; 2026Q2: 8,197 shares 8,197 $251K 0.03% 0 Timeline OEF 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: 673 shares; 2025Q3: 675 shares; 2025Q4: 676 shares; 2026Q1: 678 shares; 2026Q2: 680 shares 680 $249K 0.03% +2 Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,918 shares; 2025Q4: 2,952 shares; 2026Q1: 2,970 shares; 2026Q2: 2,995 shares 2,995 $247K 0.03% +25 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES 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: 746 shares; 2026Q1: 746 shares; 2026Q2: 746 shares 746 $246K 0.03% 0 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,354 shares 10,354 $239K 0.03% new Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $238K 0.03% 0 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 655 shares; 2026Q1: not reported; 2026Q2: 655 shares 655 $231K 0.03% 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: 2,503 shares; 2024Q4: 2,545 shares; 2025Q1: 3,036 shares; 2025Q2: 3,036 shares; 2025Q3: 3,036 shares; 2025Q4: 3,448 shares; 2026Q1: 2,956 shares; 2026Q2: 2,503 shares 2,503 $227K 0.03% -453 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 435 shares; 2024Q4: not reported; 2025Q1: 435 shares; 2025Q2: 435 shares; 2025Q3: 435 shares; 2025Q4: not reported; 2026Q1: 435 shares; 2026Q2: 435 shares 435 $226K 0.03% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,486 shares; 2026Q1: 4,486 shares; 2026Q2: 4,486 shares 4,486 $221K 0.03% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,218 shares 9,218 $218K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,450 shares 3,450 $218K 0.03% new Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 453 shares 453 $216K 0.03% new Timeline VNLA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,099 shares; 2025Q3: 4,150 shares; 2025Q4: 4,216 shares; 2026Q1: 4,290 shares; 2026Q2: 4,135 shares 4,135 $202K 0.03% -155 Timeline