SPTM 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 loaded; 2024Q4: 93,542 shares; 2025Q1: 132,681 shares; 2025Q2: 134,568 shares; 2025Q3: 140,458 shares; 2025Q4: 146,569 shares; 2026Q1: 155,676 shares; 2026Q2: 158,282 shares 158,282 $14.4M 8.86% +2,606 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 150,187 shares; 2025Q1: 153,462 shares; 2025Q2: 152,503 shares; 2025Q3: 151,690 shares; 2025Q4: 148,904 shares; 2026Q1: 149,022 shares; 2026Q2: 148,587 shares 148,587 $12.2M 7.5% -435 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: not loaded; 2024Q4: 113,376 shares; 2025Q1: 144,526 shares; 2025Q2: 147,664 shares; 2025Q3: 167,137 shares; 2025Q4: 176,084 shares; 2026Q1: 190,315 shares; 2026Q2: 196,957 shares 196,957 $9.92M 6.12% +6,642 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: not loaded; 2024Q4: 67,812 shares; 2025Q1: 70,676 shares; 2025Q2: 74,011 shares; 2025Q3: 81,336 shares; 2025Q4: 105,443 shares; 2026Q1: 113,900 shares; 2026Q2: 115,493 shares 115,493 $9.87M 6.09% +1,593 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; 2024Q3: not loaded; 2024Q4: 28,001 shares; 2025Q1: 30,030 shares; 2025Q2: 31,132 shares; 2025Q3: 33,960 shares; 2025Q4: 90,047 shares; 2026Q1: 105,260 shares; 2026Q2: 109,645 shares 109,645 $8.54M 5.27% +4,385 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 22,568 shares; 2025Q1: 22,169 shares; 2025Q2: 22,707 shares; 2025Q3: 23,244 shares; 2025Q4: 24,719 shares; 2026Q1: 24,310 shares; 2026Q2: 23,328 shares 23,328 $7.07M 4.36% -982 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: not loaded; 2024Q4: 142,920 shares; 2025Q1: 158,259 shares; 2025Q2: 159,712 shares; 2025Q3: 172,766 shares; 2025Q4: 191,864 shares; 2026Q1: 201,189 shares; 2026Q2: 205,330 shares 205,330 $6.26M 3.86% +4,141 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 47,234 shares; 2025Q1: 47,559 shares; 2025Q2: 48,281 shares; 2025Q3: 49,254 shares; 2025Q4: 54,243 shares; 2026Q1: 55,960 shares; 2026Q2: 59,141 shares 59,141 $6.04M 3.72% +3,181 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 143,560 shares; 2025Q1: 149,995 shares; 2025Q2: 150,592 shares; 2025Q3: 150,232 shares; 2025Q4: 150,983 shares; 2026Q1: 152,189 shares; 2026Q2: 154,037 shares 154,037 $5.67M 3.5% +1,848 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; 2024Q3: not loaded; 2024Q4: 96,770 shares; 2025Q1: 100,897 shares; 2025Q2: 104,771 shares; 2025Q3: 109,525 shares; 2025Q4: 121,297 shares; 2026Q1: 134,929 shares; 2026Q2: 139,861 shares 139,861 $4.68M 2.88% +4,932 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 39,644 shares; 2025Q1: 38,878 shares; 2025Q2: 39,888 shares; 2025Q3: 42,120 shares; 2025Q4: 45,230 shares; 2026Q1: 47,621 shares; 2026Q2: 45,243 shares 45,243 $4.56M 2.81% -2,378 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 23,412 shares; 2025Q1: 32,559 shares; 2025Q2: 37,427 shares; 2025Q3: 49,419 shares; 2025Q4: 57,974 shares; 2026Q1: 58,403 shares; 2026Q2: 60,121 shares 60,121 $4.14M 2.55% +1,718 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 34,406 shares; 2025Q1: 33,871 shares; 2025Q2: 34,302 shares; 2025Q3: 34,075 shares; 2025Q4: 34,612 shares; 2026Q1: 35,864 shares; 2026Q2: 37,800 shares 37,800 $4.14M 2.55% +1,936 Timeline REET ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 62,100 shares; 2025Q1: 71,785 shares; 2025Q2: 76,635 shares; 2025Q3: 92,978 shares; 2025Q4: 119,787 shares; 2026Q1: 137,670 shares; 2026Q2: 146,636 shares 146,636 $4.05M 2.5% +8,966 Timeline VGSH 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 loaded; 2024Q4: 77,768 shares; 2025Q1: 73,047 shares; 2025Q2: 73,366 shares; 2025Q3: 68,423 shares; 2025Q4: 68,632 shares; 2026Q1: 68,425 shares; 2026Q2: 67,660 shares 67,660 $3.94M 2.43% -765 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: not loaded; 2024Q4: 6,979 shares; 2025Q1: 8,235 shares; 2025Q2: 8,845 shares; 2025Q3: 9,767 shares; 2025Q4: 9,485 shares; 2026Q1: 9,605 shares; 2026Q2: 9,599 shares 9,599 $3.55M 2.19% -6 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; 2024Q3: not loaded; 2024Q4: 14,920 shares; 2025Q1: 15,581 shares; 2025Q2: 16,063 shares; 2025Q3: 21,319 shares; 2025Q4: 29,346 shares; 2026Q1: 34,971 shares; 2026Q2: 37,663 shares 37,663 $3.11M 1.92% +2,692 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: not loaded; 2024Q4: 35,075 shares; 2025Q1: 35,204 shares; 2025Q2: 36,275 shares; 2025Q3: 35,203 shares; 2025Q4: 35,637 shares; 2026Q1: 37,896 shares; 2026Q2: 39,642 shares 39,642 $2.91M 1.79% +1,746 Timeline QLTA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 35,246 shares; 2025Q1: 40,364 shares; 2025Q2: 42,166 shares; 2025Q3: 45,634 shares; 2025Q4: 46,233 shares; 2026Q1: 53,517 shares; 2026Q2: 57,019 shares 57,019 $2.71M 1.67% +3,502 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,022 shares; 2025Q3: 1,952 shares; 2025Q4: 7,874 shares; 2026Q1: 32,659 shares; 2026Q2: 32,644 shares 32,644 $2.63M 1.62% -15 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: not loaded; 2024Q4: 12,772 shares; 2025Q1: 13,613 shares; 2025Q2: 13,596 shares; 2025Q3: 14,012 shares; 2025Q4: 14,382 shares; 2026Q1: 14,722 shares; 2026Q2: 14,703 shares 14,703 $2.31M 1.42% -19 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: not loaded; 2024Q4: 4,767 shares; 2025Q1: 4,702 shares; 2025Q2: 4,702 shares; 2025Q3: 4,703 shares; 2025Q4: 4,593 shares; 2026Q1: 4,588 shares; 2026Q2: 4,571 shares 4,571 $2.29M 1.41% -17 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 loaded; 2024Q4: 3,223 shares; 2025Q1: 3,579 shares; 2025Q2: 3,574 shares; 2025Q3: 3,646 shares; 2025Q4: 3,548 shares; 2026Q1: 3,306 shares; 2026Q2: 3,305 shares 3,305 $2.27M 1.4% -1 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 loaded; 2024Q4: 25,709 shares; 2025Q1: 28,611 shares; 2025Q2: 28,687 shares; 2025Q3: 30,369 shares; 2025Q4: 32,101 shares; 2026Q1: 33,979 shares; 2026Q2: 37,364 shares 37,364 $2.23M 1.37% +3,385 Timeline SMMD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 12,619 shares; 2025Q1: 16,124 shares; 2025Q2: 16,173 shares; 2025Q3: 17,521 shares; 2025Q4: 17,823 shares; 2026Q1: 18,779 shares; 2026Q2: 19,186 shares 19,186 $1.76M 1.08% +407 Timeline RFG 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; 2024Q3: not loaded; 2024Q4: 13,816 shares; 2025Q1: 26,572 shares; 2025Q2: 26,564 shares; 2025Q3: 26,431 shares; 2025Q4: 25,137 shares; 2026Q1: 25,951 shares; 2026Q2: 25,680 shares 25,680 $1.66M 1.02% -271 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 33,975 shares; 2025Q1: 33,738 shares; 2025Q2: 33,967 shares; 2025Q3: 33,917 shares; 2025Q4: 32,989 shares; 2026Q1: 32,017 shares; 2026Q2: 32,392 shares 32,392 $1.61M 0.99% +375 Timeline MOTI VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 41,019 shares; 2025Q1: 42,542 shares; 2025Q2: 42,825 shares; 2025Q3: 41,551 shares; 2025Q4: 43,592 shares; 2026Q1: 43,413 shares; 2026Q2: 43,413 shares 43,413 $1.44M 0.89% 0 Timeline FNDB 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 loaded; 2024Q4: 51,805 shares; 2025Q1: 48,208 shares; 2025Q2: 48,270 shares; 2025Q3: 49,664 shares; 2025Q4: 52,422 shares; 2026Q1: 47,276 shares; 2026Q2: 46,151 shares 46,151 $1.41M 0.87% -1,125 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: not loaded; 2024Q4: 6,000 shares; 2025Q1: 6,000 shares; 2025Q2: 6,000 shares; 2025Q3: 6,230 shares; 2025Q4: 6,240 shares; 2026Q1: 6,240 shares; 2026Q2: 6,240 shares 6,240 $1.25M 0.77% 0 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 11,880 shares; 2025Q1: 12,388 shares; 2025Q2: 12,388 shares; 2025Q3: 12,010 shares; 2025Q4: 11,544 shares; 2026Q1: 11,019 shares; 2026Q2: 11,019 shares 11,019 $1.15M 0.71% 0 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,790 shares; 2025Q1: 5,332 shares; 2025Q2: 6,431 shares; 2025Q3: 6,999 shares; 2025Q4: 7,026 shares; 2026Q1: 6,451 shares; 2026Q2: 6,295 shares 6,295 $1.03M 0.63% -156 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 17,931 shares; 2025Q1: 18,003 shares; 2025Q2: 18,087 shares; 2025Q3: 18,167 shares; 2025Q4: 18,231 shares; 2026Q1: 18,297 shares; 2026Q2: 18,359 shares 18,359 $1.01M 0.62% +62 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 loaded; 2024Q4: 13,577 shares; 2025Q1: 12,418 shares; 2025Q2: 12,541 shares; 2025Q3: 12,627 shares; 2025Q4: 12,931 shares; 2026Q1: 11,744 shares; 2026Q2: 11,840 shares 11,840 $975K 0.6% +96 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,929 shares; 2025Q1: 6,516 shares; 2025Q2: 6,527 shares; 2025Q3: 7,043 shares; 2025Q4: 8,836 shares; 2026Q1: 8,804 shares; 2026Q2: 8,969 shares 8,969 $965K 0.59% +165 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: not loaded; 2024Q4: 5,627 shares; 2025Q1: 6,096 shares; 2025Q2: 6,111 shares; 2025Q3: 5,707 shares; 2025Q4: 5,354 shares; 2026Q1: 5,814 shares; 2026Q2: 5,826 shares 5,826 $954K 0.59% +12 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 loaded; 2024Q4: 10,856 shares; 2025Q1: 11,390 shares; 2025Q2: 11,469 shares; 2025Q3: 11,171 shares; 2025Q4: 12,073 shares; 2026Q1: 13,012 shares; 2026Q2: 12,935 shares 12,935 $922K 0.57% -77 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,305 shares; 2025Q1: 3,305 shares; 2025Q2: 3,305 shares; 2025Q3: 3,305 shares; 2025Q4: 3,307 shares; 2026Q1: 3,308 shares; 2026Q2: 3,310 shares 3,310 $900K 0.55% +2 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 11,802 shares; 2025Q1: 9,223 shares; 2025Q2: 9,234 shares; 2025Q3: 9,102 shares; 2025Q4: 9,147 shares; 2026Q1: 7,584 shares; 2026Q2: 7,636 shares 7,636 $813K 0.5% +52 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: not loaded; 2024Q4: 3,228 shares; 2025Q1: 2,829 shares; 2025Q2: 2,830 shares; 2025Q3: 2,831 shares; 2025Q4: 2,832 shares; 2026Q1: 2,798 shares; 2026Q2: 2,800 shares 2,800 $810K 0.5% +2 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 loaded; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares; 2026Q2: 1 shares 1 $749K 0.46% 0 Timeline DTD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,800 shares; 2025Q1: 7,800 shares; 2025Q2: 7,800 shares; 2025Q3: 7,800 shares; 2025Q4: 7,800 shares; 2026Q1: 7,800 shares; 2026Q2: 7,800 shares 7,800 $727K 0.45% 0 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,255 shares; 2025Q1: 4,262 shares; 2025Q2: 4,268 shares; 2025Q3: 4,276 shares; 2025Q4: 4,284 shares; 2026Q1: 4,289 shares; 2026Q2: 4,295 shares 4,295 $707K 0.44% +6 Timeline PSK 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 loaded; 2024Q4: 15,667 shares; 2025Q1: 17,849 shares; 2025Q2: 18,194 shares; 2025Q3: 19,392 shares; 2025Q4: 20,111 shares; 2026Q1: 20,524 shares; 2026Q2: 20,731 shares 20,731 $633K 0.39% +207 Timeline XSOE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 14,552 shares; 2025Q1: 13,338 shares; 2025Q2: 13,376 shares; 2025Q3: 13,218 shares; 2025Q4: 13,180 shares; 2026Q1: 12,718 shares; 2026Q2: 12,770 shares 12,770 $628K 0.39% +52 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,007 shares; 2025Q1: 5,013 shares; 2025Q2: 5,018 shares; 2025Q3: 5,025 shares; 2025Q4: 5,032 shares; 2026Q1: 5,037 shares; 2026Q2: 5,041 shares 5,041 $590K 0.36% +4 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: not loaded; 2024Q4: 7,119 shares; 2025Q1: 6,910 shares; 2025Q2: 7,370 shares; 2025Q3: 7,088 shares; 2025Q4: 7,020 shares; 2026Q1: 7,051 shares; 2026Q2: 6,887 shares 6,887 $577K 0.36% -164 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,895 shares; 2025Q1: 1,895 shares; 2025Q2: 1,895 shares; 2025Q3: 1,899 shares; 2025Q4: 1,905 shares; 2026Q1: 1,506 shares; 2026Q2: 1,508 shares 1,508 $517K 0.32% +2 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: not loaded; 2024Q4: 2,650 shares; 2025Q1: 2,316 shares; 2025Q2: 2,316 shares; 2025Q3: 2,323 shares; 2025Q4: 2,337 shares; 2026Q1: 2,344 shares; 2026Q2: 2,351 shares 2,351 $512K 0.32% +7 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: not loaded; 2024Q4: 1,772 shares; 2025Q1: 1,776 shares; 2025Q2: 1,781 shares; 2025Q3: 1,758 shares; 2025Q4: 1,413 shares; 2026Q1: 1,416 shares; 2026Q2: 1,372 shares 1,372 $512K 0.32% -44 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,135 shares; 2025Q1: 1,903 shares; 2025Q2: 1,717 shares; 2025Q3: 1,700 shares; 2025Q4: 685 shares; 2026Q1: 664 shares; 2026Q2: 664 shares 664 $489K 0.3% 0 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: not loaded; 2024Q4: 3,656 shares; 2025Q1: 4,025 shares; 2025Q2: 4,048 shares; 2025Q3: 3,427 shares; 2025Q4: 3,446 shares; 2026Q1: 2,970 shares; 2026Q2: 2,985 shares 2,985 $472K 0.29% +15 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; 2024Q3: not loaded; 2024Q4: 1,249 shares; 2025Q1: 1,246 shares; 2025Q2: 1,248 shares; 2025Q3: 1,250 shares; 2025Q4: 2,498 shares; 2026Q1: 2,385 shares; 2026Q2: 2,388 shares 2,388 $455K 0.28% +3 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,344 shares; 2025Q1: 3,916 shares; 2025Q2: 3,925 shares; 2025Q3: 3,563 shares; 2025Q4: 3,349 shares; 2026Q1: 3,358 shares; 2026Q2: 3,365 shares 3,365 $445K 0.27% +7 Timeline RWJ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,271 shares; 2025Q1: 7,293 shares; 2025Q2: 7,312 shares; 2025Q3: 7,334 shares; 2025Q4: 7,355 shares; 2026Q1: 7,378 shares; 2026Q2: 7,397 shares 7,397 $440K 0.27% +19 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: not loaded; 2024Q4: 478 shares; 2025Q1: 458 shares; 2025Q2: 458 shares; 2025Q3: 454 shares; 2025Q4: 454 shares; 2026Q1: 3,632 shares; 2026Q2: 3,544 shares 3,544 $424K 0.26% -88 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,484 shares; 2025Q1: 5,484 shares; 2025Q2: 5,493 shares; 2025Q3: 5,493 shares; 2025Q4: 5,565 shares; 2026Q1: 4,635 shares; 2026Q2: 4,720 shares 4,720 $414K 0.26% +85 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,151 shares; 2025Q1: 3,347 shares; 2025Q2: 3,347 shares; 2025Q3: 3,312 shares; 2025Q4: 3,458 shares; 2026Q1: 3,418 shares; 2026Q2: 3,419 shares 3,419 $407K 0.25% +1 Timeline SPTS 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 loaded; 2024Q4: 16,261 shares; 2025Q1: 15,682 shares; 2025Q2: 16,291 shares; 2025Q3: 14,054 shares; 2025Q4: 13,719 shares; 2026Q1: 13,842 shares; 2026Q2: 13,928 shares 13,928 $404K 0.25% +86 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,653 shares; 2026Q1: 3,724 shares; 2026Q2: 3,724 shares 3,724 $369K 0.23% 0 Timeline DIVI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,405 shares; 2025Q1: 7,408 shares; 2025Q2: 7,441 shares; 2025Q3: 8,832 shares; 2025Q4: 8,881 shares; 2026Q1: 8,536 shares; 2026Q2: 7,594 shares 7,594 $324K 0.2% -942 Timeline FNX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,895 shares; 2025Q1: 1,900 shares; 2025Q2: 1,904 shares; 2025Q3: 1,907 shares; 2025Q4: 1,913 shares; 2026Q1: 1,918 shares; 2026Q2: 1,921 shares 1,921 $281K 0.17% +3 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 10,652 shares; 2025Q1: 10,809 shares; 2025Q2: 10,849 shares; 2025Q3: 10,967 shares; 2025Q4: 11,127 shares; 2026Q1: 11,245 shares; 2026Q2: 11,325 shares 11,325 $274K 0.17% +80 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,027 shares; 2026Q1: 4,954 shares; 2026Q2: 4,852 shares 4,852 $258K 0.16% -102 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 9,807 shares; 2025Q1: 9,945 shares; 2025Q2: 9,980 shares; 2025Q3: 10,086 shares; 2025Q4: 10,228 shares; 2026Q1: 10,332 shares; 2026Q2: 10,400 shares 10,400 $252K 0.16% +68 Timeline FREL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,348 shares; 2025Q4: 8,102 shares; 2026Q1: 8,753 shares; 2026Q2: 8,514 shares 8,514 $249K 0.15% -239 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,066 shares; 2025Q4: 3,136 shares; 2026Q1: 3,136 shares; 2026Q2: 3,219 shares 3,219 $246K 0.15% +83 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: not loaded; 2024Q4: 1,647 shares; 2025Q1: 1,652 shares; 2025Q2: 1,681 shares; 2025Q3: 1,662 shares; 2025Q4: 1,668 shares; 2026Q1: 1,673 shares; 2026Q2: 1,679 shares 1,679 $246K 0.15% +6 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,975 shares; 2025Q1: 3,947 shares; 2025Q2: 3,727 shares; 2025Q3: 3,727 shares; 2025Q4: 3,682 shares; 2026Q1: 3,457 shares; 2026Q2: 3,457 shares 3,457 $244K 0.15% 0 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 913 shares; 2026Q2: 918 shares 918 $233K 0.14% +5 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: not loaded; 2024Q4: 4,926 shares; 2025Q1: 4,354 shares; 2025Q2: 4,354 shares; 2025Q3: 4,391 shares; 2025Q4: 4,512 shares; 2026Q1: 4,514 shares; 2026Q2: 4,514 shares 4,514 $227K 0.14% 0 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 380 shares 380 $221K 0.14% new 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; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 859 shares 859 $209K 0.13% new Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,837 shares; 2026Q1: 1,812 shares; 2026Q2: 1,814 shares 1,814 $205K 0.13% +2 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 865 shares 865 $205K 0.13% new Timeline