IVV 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: 16,008 shares; 2025Q1: 16,156 shares; 2025Q2: 16,715 shares; 2025Q3: 16,836 shares; 2025Q4: 20,721 shares; 2026Q1: 20,944 shares; 2026Q2: 21,569 shares 21,569 $16.2M 9.04% +625 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: 72,332 shares; 2025Q1: 80,095 shares; 2025Q2: 82,477 shares; 2025Q3: 82,149 shares; 2025Q4: 89,099 shares; 2026Q1: 89,490 shares; 2026Q2: 92,024 shares 92,024 $10.9M 6.13% +2,534 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: not loaded; 2024Q4: 63,731 shares; 2025Q1: 64,761 shares; 2025Q2: 64,095 shares; 2025Q3: 63,786 shares; 2025Q4: 70,878 shares; 2026Q1: 73,509 shares; 2026Q2: 76,882 shares 76,882 $7.43M 4.16% +3,373 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: 22,144 shares; 2025Q1: 21,721 shares; 2025Q2: 22,090 shares; 2025Q3: 22,539 shares; 2025Q4: 25,515 shares; 2026Q1: 25,753 shares; 2026Q2: 27,759 shares 27,759 $5.55M 3.11% +2,006 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: not loaded; 2024Q4: 50,768 shares; 2025Q1: 60,318 shares; 2025Q2: 62,887 shares; 2025Q3: 64,185 shares; 2025Q4: 67,437 shares; 2026Q1: 64,370 shares; 2026Q2: 65,957 shares 65,957 $5.46M 3.06% +1,587 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: not loaded; 2024Q4: 68,731 shares; 2025Q1: 96,468 shares; 2025Q2: 99,426 shares; 2025Q3: 103,061 shares; 2025Q4: 84,606 shares; 2026Q1: 84,380 shares; 2026Q2: 88,440 shares 88,440 $5.38M 3.01% +4,060 Timeline HEFA 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: 114,726 shares; 2025Q1: 114,578 shares; 2025Q2: 116,282 shares; 2025Q3: 117,954 shares; 2025Q4: 113,274 shares; 2026Q1: 109,895 shares; 2026Q2: 114,012 shares 114,012 $5.35M 2.99% +4,117 Timeline DFCF 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: 89,068 shares; 2025Q1: 91,234 shares; 2025Q2: 87,301 shares; 2025Q3: 84,972 shares; 2025Q4: 85,154 shares; 2026Q1: 95,926 shares; 2026Q2: 119,240 shares 119,240 $5.03M 2.82% +23,314 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: 14,922 shares; 2025Q1: 15,299 shares; 2025Q2: 14,652 shares; 2025Q3: 14,714 shares; 2025Q4: 14,718 shares; 2026Q1: 16,067 shares; 2026Q2: 16,287 shares 16,287 $4.71M 2.64% +220 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 15,053 shares; 2025Q1: 46,801 shares; 2025Q2: 46,213 shares; 2025Q3: 48,507 shares; 2025Q4: 67,320 shares; 2026Q1: 83,864 shares; 2026Q2: 93,406 shares 93,406 $4.25M 2.38% +9,542 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 52,272 shares; 2025Q1: 48,184 shares; 2025Q2: 48,363 shares; 2025Q3: 49,467 shares; 2025Q4: 52,396 shares; 2026Q1: 72,235 shares; 2026Q2: 79,589 shares 79,589 $4.17M 2.33% +7,354 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: 6,551 shares; 2025Q1: 6,508 shares; 2025Q2: 6,274 shares; 2025Q3: 6,272 shares; 2025Q4: 6,273 shares; 2026Q1: 6,000 shares; 2026Q2: 5,850 shares 5,850 $4.02M 2.25% -150 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 19,355 shares; 2025Q1: 30,213 shares; 2025Q2: 36,298 shares; 2025Q3: 40,264 shares; 2025Q4: 56,200 shares; 2026Q1: 60,909 shares; 2026Q2: 65,390 shares 65,390 $3.34M 1.87% +4,481 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: 7,650 shares; 2025Q1: 7,755 shares; 2025Q2: 7,891 shares; 2025Q3: 7,856 shares; 2025Q4: 7,834 shares; 2026Q1: 7,615 shares; 2026Q2: 8,105 shares 8,105 $3.02M 1.69% +490 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 41,496 shares; 2025Q1: 38,336 shares; 2025Q2: 38,466 shares; 2025Q3: 37,227 shares; 2025Q4: 37,286 shares; 2026Q1: 35,182 shares; 2026Q2: 35,343 shares 35,343 $2.87M 1.61% +161 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: 37,938 shares; 2025Q1: 30,329 shares; 2025Q2: 29,897 shares; 2025Q3: 30,598 shares; 2025Q4: 32,901 shares; 2026Q1: 26,208 shares; 2026Q2: 27,485 shares 27,485 $2.72M 1.52% +1,277 Timeline MBB 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: 30,480 shares; 2025Q1: 24,393 shares; 2025Q2: 24,150 shares; 2025Q3: 24,777 shares; 2025Q4: 22,622 shares; 2026Q1: 24,633 shares; 2026Q2: 26,011 shares 26,011 $2.46M 1.38% +1,378 Timeline PWRD TCW ETF TRUST More: the full row for TCW ETF 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: not reported; 2025Q4: 14,134 shares; 2026Q1: 18,308 shares; 2026Q2: 19,584 shares 19,584 $2.41M 1.35% +1,276 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 loaded; 2024Q4: 8,538 shares; 2025Q1: 7,311 shares; 2025Q2: 7,827 shares; 2025Q3: 7,056 shares; 2025Q4: 6,999 shares; 2026Q1: 6,747 shares; 2026Q2: 6,510 shares 6,510 $2.33M 1.3% -237 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: 6,375 shares; 2025Q1: 6,684 shares; 2025Q2: 6,316 shares; 2025Q3: 6,325 shares; 2025Q4: 6,342 shares; 2026Q1: 5,972 shares; 2026Q2: 5,980 shares 5,980 $2.21M 1.24% +8 Timeline FESM 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: not reported; 2025Q4: 37,002 shares; 2026Q1: 37,319 shares; 2026Q2: 39,016 shares 39,016 $1.88M 1.05% +1,697 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: 3,876 shares; 2025Q1: 3,904 shares; 2025Q2: 3,852 shares; 2025Q3: 3,842 shares; 2025Q4: 3,883 shares; 2026Q1: 3,800 shares; 2026Q2: 3,754 shares 3,754 $1.88M 1.05% -46 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,206 shares; 2026Q2: 24,390 shares 24,390 $1.85M 1.03% +2,184 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 loaded; 2024Q4: 7,326 shares; 2025Q1: 7,749 shares; 2025Q2: 7,349 shares; 2025Q3: 7,419 shares; 2025Q4: 7,429 shares; 2026Q1: 7,274 shares; 2026Q2: 7,620 shares 7,620 $1.82M 1.02% +346 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: not loaded; 2024Q4: 4,444 shares; 2025Q1: 4,359 shares; 2025Q2: 4,169 shares; 2025Q3: 4,169 shares; 2025Q4: 3,999 shares; 2026Q1: 20,557 shares; 2026Q2: 22,058 shares 22,058 $1.7M 0.95% +1,501 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,816 shares; 2025Q1: 3,376 shares; 2025Q2: 3,490 shares; 2025Q3: 3,819 shares; 2025Q4: 3,784 shares; 2026Q1: 3,620 shares; 2026Q2: 4,463 shares 4,463 $1.69M 0.94% +843 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: not loaded; 2024Q4: 17,215 shares; 2025Q1: 21,855 shares; 2025Q2: 23,260 shares; 2025Q3: 23,846 shares; 2025Q4: 12,637 shares; 2026Q1: 11,428 shares; 2026Q2: 11,274 shares 11,274 $1.67M 0.94% -154 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; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 24,034 shares; 2025Q2: 24,444 shares; 2025Q3: 25,162 shares; 2025Q4: 27,112 shares; 2026Q1: 28,769 shares; 2026Q2: 30,343 shares 30,343 $1.63M 0.91% +1,574 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 loaded; 2024Q4: 3,884 shares; 2025Q1: 3,589 shares; 2025Q2: 3,544 shares; 2025Q3: 3,592 shares; 2025Q4: 3,546 shares; 2026Q1: 3,951 shares; 2026Q2: 4,425 shares 4,425 $1.56M 0.88% +474 Timeline DFSD 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: 34,520 shares; 2025Q1: 31,428 shares; 2025Q2: 28,936 shares; 2025Q3: 27,619 shares; 2025Q4: 27,496 shares; 2026Q1: 29,215 shares; 2026Q2: 30,866 shares 30,866 $1.47M 0.82% +1,651 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF 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: not reported; 2025Q4: 22,404 shares; 2026Q1: 23,291 shares; 2026Q2: 23,811 shares 23,811 $1.26M 0.7% +520 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,116 shares; 2025Q1: 2,205 shares; 2025Q2: 2,015 shares; 2025Q3: 2,039 shares; 2025Q4: 2,053 shares; 2026Q1: 2,135 shares; 2026Q2: 2,195 shares 2,195 $1.24M 0.69% +60 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 9,970 shares; 2025Q1: 10,030 shares; 2025Q2: 10,007 shares; 2025Q3: 9,986 shares; 2025Q4: 10,025 shares; 2026Q1: 10,044 shares; 2026Q2: 10,037 shares 10,037 $1.21M 0.67% -7 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,971 shares; 2025Q1: 2,957 shares; 2025Q2: 3,007 shares; 2025Q3: 3,027 shares; 2025Q4: 3,054 shares; 2026Q1: 3,279 shares; 2026Q2: 3,665 shares 3,665 $1.2M 0.67% +386 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: 5,441 shares; 2025Q1: 6,136 shares; 2025Q2: 9,155 shares; 2025Q3: 8,933 shares; 2025Q4: 8,835 shares; 2026Q1: 8,363 shares; 2026Q2: 8,142 shares 8,142 $1.19M 0.67% -221 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 29,992 shares; 2025Q1: 36,595 shares; 2025Q2: 36,130 shares; 2025Q3: 36,130 shares; 2025Q4: 36,522 shares; 2026Q1: 34,905 shares; 2026Q2: 34,326 shares 34,326 $1.16M 0.65% -579 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 562 shares; 2025Q1: 598 shares; 2025Q2: 1,264 shares; 2025Q3: 1,273 shares; 2025Q4: 1,151 shares; 2026Q1: 1,060 shares; 2026Q2: 942 shares 942 $1.13M 0.63% -118 Timeline TLH 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: 9,548 shares; 2026Q1: 9,760 shares; 2026Q2: 11,171 shares 11,171 $1.12M 0.63% +1,411 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,367 shares; 2026Q2: 15,211 shares 15,211 $1.12M 0.62% +1,844 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,655 shares; 2025Q1: 3,574 shares; 2025Q2: 3,510 shares; 2025Q3: 3,474 shares; 2025Q4: 3,325 shares; 2026Q1: 3,373 shares; 2026Q2: 3,248 shares 3,248 $1.11M 0.62% -125 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: 5,330 shares; 2025Q1: 5,818 shares; 2025Q2: 5,620 shares; 2025Q3: 5,095 shares; 2025Q4: 5,128 shares; 2026Q1: 4,820 shares; 2026Q2: 4,364 shares 4,364 $1.11M 0.62% -456 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,631 shares; 2025Q1: 2,947 shares; 2025Q2: 2,508 shares; 2025Q3: 2,533 shares; 2025Q4: 2,599 shares; 2026Q1: 2,564 shares; 2026Q2: 2,622 shares 2,622 $1.1M 0.62% +58 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: not loaded; 2024Q4: 1,881 shares; 2025Q1: 1,873 shares; 2025Q2: 1,858 shares; 2025Q3: 1,823 shares; 2025Q4: 1,823 shares; 2026Q1: 1,371 shares; 2026Q2: 1,372 shares 1,372 $1.02M 0.57% +1 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: not loaded; 2024Q4: 34,212 shares; 2025Q1: 34,127 shares; 2025Q2: 34,040 shares; 2025Q3: 34,040 shares; 2025Q4: 34,833 shares; 2026Q1: 34,414 shares; 2026Q2: 34,060 shares 34,060 $986K 0.55% -354 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: 6,264 shares; 2025Q1: 12,955 shares; 2025Q2: 13,148 shares; 2025Q3: 13,735 shares; 2025Q4: 14,782 shares; 2026Q1: 9,209 shares; 2026Q2: 9,518 shares 9,518 $972K 0.54% +309 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: 8,263 shares; 2025Q1: 8,406 shares; 2025Q2: 8,390 shares; 2025Q3: 8,926 shares; 2025Q4: 8,699 shares; 2026Q1: 8,518 shares; 2026Q2: 8,857 shares 8,857 $953K 0.53% +339 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 loaded; 2024Q4: 9,641 shares; 2025Q1: 10,074 shares; 2025Q2: 10,538 shares; 2025Q3: 10,736 shares; 2025Q4: 10,635 shares; 2026Q1: 10,787 shares; 2026Q2: 9,809 shares 9,809 $936K 0.52% -978 Timeline ABFL ABACUS FCF ETF TR More: the full row for ABACUS FCF ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 57,994 shares; 2025Q1: 62,360 shares; 2025Q2: 65,020 shares; 2025Q3: 66,254 shares; 2025Q4: 44,963 shares; 2026Q1: 11,486 shares; 2026Q2: 10,341 shares 10,341 $888K 0.5% -1,145 Timeline BNL BROADSTONE NET LEASE INC More: the full row for BROADSTONE NET LEASE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 81,703 shares; 2025Q1: 55,754 shares; 2025Q2: 50,842 shares; 2025Q3: 50,842 shares; 2025Q4: 53,022 shares; 2026Q1: 41,074 shares; 2026Q2: 41,074 shares 41,074 $849K 0.48% 0 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 646 shares; 2026Q2: 732 shares 732 $845K 0.47% +86 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 809 shares; 2025Q1: 786 shares; 2025Q2: 795 shares; 2025Q3: 810 shares; 2025Q4: 803 shares; 2026Q1: 796 shares; 2026Q2: 785 shares 785 $836K 0.47% -11 Timeline IBDT 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: 11,939 shares; 2025Q1: 16,724 shares; 2025Q2: 22,555 shares; 2025Q3: 24,319 shares; 2025Q4: 28,024 shares; 2026Q1: 28,478 shares; 2026Q2: 33,044 shares 33,044 $834K 0.47% +4,566 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,514 shares; 2025Q1: 2,509 shares; 2025Q2: 2,619 shares; 2025Q3: 2,370 shares; 2025Q4: 2,447 shares; 2026Q1: 2,402 shares; 2026Q2: 2,289 shares 2,289 $807K 0.45% -113 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: 4,645 shares; 2025Q1: 4,434 shares; 2025Q2: 4,238 shares; 2025Q3: 4,236 shares; 2025Q4: 4,128 shares; 2026Q1: 3,715 shares; 2026Q2: 3,701 shares 3,701 $807K 0.45% -14 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: 12,393 shares; 2025Q1: 17,307 shares; 2025Q2: 23,389 shares; 2025Q3: 25,234 shares; 2025Q4: 29,116 shares; 2026Q1: 29,808 shares; 2026Q2: 32,496 shares 32,496 $787K 0.44% +2,688 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 18,817 shares; 2025Q1: 18,817 shares; 2025Q2: 18,817 shares; 2025Q3: 18,817 shares; 2025Q4: 18,817 shares; 2026Q1: 18,889 shares; 2026Q2: 18,805 shares 18,805 $785K 0.44% -84 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: 13,646 shares; 2025Q1: 18,542 shares; 2025Q2: 24,605 shares; 2025Q3: 26,445 shares; 2025Q4: 28,229 shares; 2026Q1: 27,645 shares; 2026Q2: 32,183 shares 32,183 $780K 0.44% +4,538 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: not loaded; 2024Q4: 28,493 shares; 2025Q1: 28,296 shares; 2025Q2: 27,412 shares; 2025Q3: 27,246 shares; 2025Q4: 27,866 shares; 2026Q1: 26,608 shares; 2026Q2: 26,870 shares 26,870 $744K 0.42% +262 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: 5,256 shares; 2025Q1: 5,280 shares; 2025Q2: 5,527 shares; 2025Q3: 5,699 shares; 2025Q4: 6,189 shares; 2026Q1: 6,058 shares; 2026Q2: 6,747 shares 6,747 $738K 0.41% +689 Timeline HYMB 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: 34,349 shares; 2025Q1: 34,048 shares; 2025Q2: 33,312 shares; 2025Q3: 38,687 shares; 2025Q4: 37,321 shares; 2026Q1: 28,448 shares; 2026Q2: 28,448 shares 28,448 $724K 0.41% 0 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,071 shares; 2025Q1: 5,242 shares; 2025Q2: 4,571 shares; 2025Q3: 4,392 shares; 2025Q4: 3,998 shares; 2026Q1: 3,700 shares; 2026Q2: 3,745 shares 3,745 $711K 0.4% +45 Timeline IBDU 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: 11,878 shares; 2025Q1: 17,235 shares; 2025Q2: 23,611 shares; 2025Q3: 25,534 shares; 2025Q4: 29,563 shares; 2026Q1: 30,543 shares; 2026Q2: 30,253 shares 30,253 $701K 0.39% -290 Timeline IBDV 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: 12,595 shares; 2025Q1: 18,336 shares; 2025Q2: 24,974 shares; 2025Q3: 27,019 shares; 2025Q4: 31,290 shares; 2026Q1: 32,447 shares; 2026Q2: 32,138 shares 32,138 $701K 0.39% -309 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: 2,320 shares; 2025Q1: 2,315 shares; 2025Q2: 2,315 shares; 2025Q3: 2,315 shares; 2025Q4: 2,315 shares; 2026Q1: 2,167 shares; 2026Q2: 8,592 shares 8,592 $692K 0.39% +6,425 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; 2024Q3: not loaded; 2024Q4: 9,006 shares; 2025Q1: 11,741 shares; 2025Q2: 12,538 shares; 2025Q3: 14,552 shares; 2025Q4: 19,552 shares; 2026Q1: 19,552 shares; 2026Q2: 19,915 shares 19,915 $663K 0.37% +363 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 729 shares; 2025Q1: 746 shares; 2025Q2: 743 shares; 2025Q3: 703 shares; 2025Q4: 552 shares; 2026Q1: 453 shares; 2026Q2: 317 shares 317 $630K 0.35% -136 Timeline IBDX 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: 8,097 shares; 2025Q4: 13,091 shares; 2026Q1: 25,171 shares; 2026Q2: 24,903 shares 24,903 $627K 0.35% -268 Timeline IBDW 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: 11,668 shares; 2025Q1: 16,634 shares; 2025Q2: 23,770 shares; 2025Q3: 25,910 shares; 2025Q4: 30,372 shares; 2026Q1: 30,401 shares; 2026Q2: 30,078 shares 30,078 $627K 0.35% -323 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,899 shares; 2025Q1: 6,225 shares; 2025Q2: 5,855 shares; 2025Q3: 5,927 shares; 2025Q4: 6,224 shares; 2026Q1: 5,815 shares; 2026Q2: 6,199 shares 6,199 $597K 0.33% +384 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,994 shares; 2025Q1: 2,182 shares; 2025Q2: 2,266 shares; 2025Q3: 1,942 shares; 2025Q4: 1,909 shares; 2026Q1: 1,742 shares; 2026Q2: 1,677 shares 1,677 $594K 0.33% -65 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: 1,005 shares 1,005 $584K 0.33% new Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,767 shares; 2025Q1: 6,884 shares; 2025Q2: 7,174 shares; 2025Q3: 7,567 shares; 2025Q4: 7,288 shares; 2026Q1: 6,651 shares; 2026Q2: 5,633 shares 5,633 $576K 0.32% -1,018 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL 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: 1,431 shares 1,431 $569K 0.32% new Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,705 shares; 2025Q1: 7,366 shares; 2025Q2: 8,418 shares; 2025Q3: 10,682 shares; 2025Q4: 11,352 shares; 2026Q1: 9,821 shares; 2026Q2: 11,151 shares 11,151 $535K 0.3% +1,330 Timeline JNK 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: 13,992 shares; 2025Q1: 13,192 shares; 2025Q2: 13,006 shares; 2025Q3: 12,241 shares; 2025Q4: 11,205 shares; 2026Q1: 11,388 shares; 2026Q2: 5,501 shares 5,501 $530K 0.3% -5,887 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; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,364 shares 2,364 $529K 0.3% new Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE 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: 2,371 shares 2,371 $524K 0.29% new Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 6,241 shares; 2025Q2: 6,327 shares; 2025Q3: 6,657 shares; 2025Q4: not reported; 2026Q1: 6,600 shares; 2026Q2: 5,693 shares 5,693 $522K 0.29% -907 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: not loaded; 2024Q4: 20,188 shares; 2025Q1: 22,217 shares; 2025Q2: 22,407 shares; 2025Q3: 21,130 shares; 2025Q4: 21,349 shares; 2026Q1: 24,609 shares; 2026Q2: 22,026 shares 22,026 $502K 0.28% -2,583 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC 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: 8,220 shares; 2026Q1: 8,150 shares; 2026Q2: 8,273 shares 8,273 $497K 0.28% +123 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,767 shares; 2025Q1: 4,843 shares; 2025Q2: 5,448 shares; 2025Q3: 4,054 shares; 2025Q4: 3,380 shares; 2026Q1: 3,129 shares; 2026Q2: 2,628 shares 2,628 $495K 0.28% -501 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: 9,517 shares; 2025Q1: 8,697 shares; 2025Q2: 3,523 shares; 2025Q3: 3,403 shares; 2025Q4: 8,159 shares; 2026Q1: 4,045 shares; 2026Q2: 3,985 shares 3,985 $451K 0.25% -60 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,737 shares; 2025Q1: 2,697 shares; 2025Q2: 2,698 shares; 2025Q3: 2,520 shares; 2025Q4: 2,443 shares; 2026Q1: 2,736 shares; 2026Q2: 2,738 shares 2,738 $450K 0.25% +2 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,933 shares; 2025Q1: 6,107 shares; 2025Q2: 6,287 shares; 2025Q3: 5,938 shares; 2025Q4: 5,857 shares; 2026Q1: 5,409 shares; 2026Q2: 5,676 shares 5,676 $444K 0.25% +267 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,738 shares; 2025Q1: 4,279 shares; 2025Q2: 5,067 shares; 2025Q3: 4,730 shares; 2025Q4: 5,482 shares; 2026Q1: 5,507 shares; 2026Q2: 5,514 shares 5,514 $443K 0.25% +7 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; 2024Q3: not loaded; 2024Q4: 1,021 shares; 2025Q1: 963 shares; 2025Q2: 947 shares; 2025Q3: 905 shares; 2025Q4: 693 shares; 2026Q1: 872 shares; 2026Q2: 866 shares 866 $441K 0.25% -6 Timeline IBTJ 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: 12,918 shares; 2025Q1: 12,918 shares; 2025Q2: 15,639 shares; 2025Q3: 15,639 shares; 2025Q4: 15,827 shares; 2026Q1: 15,827 shares; 2026Q2: 20,302 shares 20,302 $440K 0.25% +4,475 Timeline IBTK 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: 14,194 shares; 2025Q1: 14,194 shares; 2025Q2: 17,228 shares; 2025Q3: 17,228 shares; 2025Q4: 17,502 shares; 2026Q1: 17,502 shares; 2026Q2: 22,488 shares 22,488 $439K 0.25% +4,986 Timeline IBTL 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: 9,822 shares; 2025Q3: 9,822 shares; 2025Q4: 16,721 shares; 2026Q1: 16,721 shares; 2026Q2: 21,577 shares 21,577 $436K 0.24% +4,856 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; 2024Q3: not loaded; 2024Q4: 416 shares; 2025Q1: 421 shares; 2025Q2: 410 shares; 2025Q3: 378 shares; 2025Q4: 408 shares; 2026Q1: 424 shares; 2026Q2: 452 shares 452 $423K 0.24% +28 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 448 shares; 2026Q1: 490 shares; 2026Q2: 566 shares 566 $417K 0.23% +76 Timeline USMV 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: 21,930 shares; 2025Q1: 23,718 shares; 2025Q2: 24,520 shares; 2025Q3: 25,103 shares; 2025Q4: 18,280 shares; 2026Q1: 4,878 shares; 2026Q2: 4,269 shares 4,269 $412K 0.23% -609 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: not loaded; 2024Q4: 1,503 shares; 2025Q1: 1,418 shares; 2025Q2: 1,345 shares; 2025Q3: 1,268 shares; 2025Q4: 1,245 shares; 2026Q1: 1,315 shares; 2026Q2: 1,324 shares 1,324 $401K 0.22% +9 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: 1,338 shares; 2025Q1: 1,379 shares; 2025Q2: 1,300 shares; 2025Q3: 1,258 shares; 2025Q4: 1,261 shares; 2026Q1: 1,245 shares; 2026Q2: 1,449 shares 1,449 $394K 0.22% +204 Timeline XOM EXXONMOBIL HOLDINGS CORP More: the full row for EXXONMOBIL HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,853 shares 2,853 $390K 0.22% new Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 893 shares 893 $387K 0.22% new 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: not loaded; 2024Q4: 13,656 shares; 2025Q1: 13,244 shares; 2025Q2: 13,244 shares; 2025Q3: 11,160 shares; 2025Q4: 11,571 shares; 2026Q1: 10,873 shares; 2026Q2: 10,732 shares 10,732 $374K 0.21% -141 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 742 shares; 2025Q1: 766 shares; 2025Q2: 754 shares; 2025Q3: 756 shares; 2025Q4: 700 shares; 2026Q1: 787 shares; 2026Q2: 719 shares 719 $369K 0.21% -68 Timeline IYW 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: 7,455 shares; 2025Q1: 8,173 shares; 2025Q2: 8,517 shares; 2025Q3: 8,521 shares; 2025Q4: 1,481 shares; 2026Q1: 1,455 shares; 2026Q2: 1,452 shares 1,452 $366K 0.2% -3 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,742 shares; 2025Q3: 2,969 shares; 2025Q4: 3,888 shares; 2026Q1: 3,853 shares; 2026Q2: 4,411 shares 4,411 $365K 0.2% +558 Timeline IBTH 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: 11,563 shares; 2025Q3: 11,563 shares; 2025Q4: 11,799 shares; 2026Q1: 11,799 shares; 2026Q2: 16,111 shares 16,111 $360K 0.2% +4,312 Timeline IBTI 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: 9,002 shares; 2025Q2: 11,672 shares; 2025Q3: 11,672 shares; 2025Q4: 11,981 shares; 2026Q1: 11,981 shares; 2026Q2: 16,249 shares 16,249 $360K 0.2% +4,268 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 354 shares; 2025Q3: 360 shares; 2025Q4: 362 shares; 2026Q1: 339 shares; 2026Q2: 350 shares 350 $354K 0.2% +11 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 727 shares; 2025Q3: 716 shares; 2025Q4: 876 shares; 2026Q1: 867 shares; 2026Q2: 944 shares 944 $345K 0.19% +77 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: not loaded; 2024Q4: 1,699 shares; 2025Q1: 1,924 shares; 2025Q2: 1,948 shares; 2025Q3: 2,155 shares; 2025Q4: 2,138 shares; 2026Q1: 1,995 shares; 2026Q2: 2,058 shares 2,058 $341K 0.19% +63 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,179 shares; 2025Q1: 3,303 shares; 2025Q2: 2,648 shares; 2025Q3: 2,563 shares; 2025Q4: 2,612 shares; 2026Q1: 2,980 shares; 2026Q2: 2,916 shares 2,916 $340K 0.19% -64 Timeline IXN 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: 2,522 shares; 2026Q1: 2,792 shares; 2026Q2: 2,270 shares 2,270 $328K 0.18% -522 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: 1,566 shares; 2025Q1: 1,514 shares; 2025Q2: 1,422 shares; 2025Q3: 1,420 shares; 2025Q4: 1,371 shares; 2026Q1: 1,336 shares; 2026Q2: 1,336 shares 1,336 $325K 0.18% 0 Timeline SMMU 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: not reported; 2025Q1: 7,588 shares; 2025Q2: 8,481 shares; 2025Q3: 7,562 shares; 2025Q4: 7,484 shares; 2026Q1: 6,426 shares; 2026Q2: 6,399 shares 6,399 $323K 0.18% -27 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,189 shares 2,189 $306K 0.17% new 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: not loaded; 2024Q4: 5,176 shares; 2025Q1: 5,835 shares; 2025Q2: 7,110 shares; 2025Q3: 7,229 shares; 2025Q4: 7,555 shares; 2026Q1: 6,704 shares; 2026Q2: 6,017 shares 6,017 $304K 0.17% -687 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,560 shares 2,560 $301K 0.17% new Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,875 shares; 2025Q1: 1,955 shares; 2025Q2: 1,995 shares; 2025Q3: 1,998 shares; 2025Q4: 2,025 shares; 2026Q1: 1,967 shares; 2026Q2: 1,975 shares 1,975 $299K 0.17% +8 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP 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: 1,679 shares 1,679 $296K 0.17% 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; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,200 shares; 2025Q2: 1,139 shares; 2025Q3: 1,286 shares; 2025Q4: 1,326 shares; 2026Q1: 1,160 shares; 2026Q2: 1,170 shares 1,170 $294K 0.16% +10 Timeline IDGT 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: not reported; 2026Q1: not reported; 2026Q2: 2,437 shares 2,437 $292K 0.16% new 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: not loaded; 2024Q4: 495 shares; 2025Q1: 509 shares; 2025Q2: 598 shares; 2025Q3: 591 shares; 2025Q4: 575 shares; 2026Q1: 559 shares; 2026Q2: 560 shares 560 $291K 0.16% +1 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,611 shares; 2025Q2: not reported; 2025Q3: 2,208 shares; 2025Q4: 2,576 shares; 2026Q1: 3,125 shares; 2026Q2: 2,966 shares 2,966 $286K 0.16% -159 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,879 shares; 2025Q4: 4,061 shares; 2026Q1: not reported; 2026Q2: 4,974 shares 4,974 $283K 0.16% new 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,574 shares; 2026Q1: 3,574 shares; 2026Q2: 2,762 shares 2,762 $278K 0.16% -812 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 781 shares; 2025Q1: 766 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 719 shares; 2026Q1: not reported; 2026Q2: 659 shares 659 $274K 0.15% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,505 shares; 2026Q2: 3,717 shares 3,717 $265K 0.15% +212 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,181 shares; 2025Q1: 1,378 shares; 2025Q2: 1,150 shares; 2025Q3: 951 shares; 2025Q4: 944 shares; 2026Q1: 918 shares; 2026Q2: 916 shares 916 $258K 0.14% -2 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 539 shares 539 $257K 0.14% new Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 715 shares; 2025Q1: not reported; 2025Q2: 757 shares; 2025Q3: 765 shares; 2025Q4: 777 shares; 2026Q1: 728 shares; 2026Q2: 755 shares 755 $255K 0.14% +27 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 845 shares 845 $255K 0.14% new Timeline MUNI 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: 7,697 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,923 shares; 2025Q4: 4,450 shares; 2026Q1: 4,320 shares; 2026Q2: 4,829 shares 4,829 $254K 0.14% +509 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE 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: 722 shares; 2025Q4: 744 shares; 2026Q1: not reported; 2026Q2: 677 shares 677 $253K 0.14% new Timeline SMH 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 382 shares 382 $251K 0.14% new Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 344 shares 344 $249K 0.14% new Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS 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: 791 shares; 2025Q4: not reported; 2026Q1: 799 shares; 2026Q2: 914 shares 914 $247K 0.14% +115 Timeline EMGF ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,157 shares; 2025Q3: 4,151 shares; 2025Q4: 4,371 shares; 2026Q1: 3,506 shares; 2026Q2: 3,337 shares 3,337 $244K 0.14% -169 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,813 shares; 2025Q1: 2,817 shares; 2025Q2: 2,839 shares; 2025Q3: 2,826 shares; 2025Q4: 2,785 shares; 2026Q1: 2,748 shares; 2026Q2: 2,812 shares 2,812 $244K 0.14% +64 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: not loaded; 2024Q4: 547 shares; 2025Q1: 633 shares; 2025Q2: 533 shares; 2025Q3: 533 shares; 2025Q4: 533 shares; 2026Q1: not reported; 2026Q2: 2,682 shares 2,682 $231K 0.13% new Timeline ARTY 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: not reported; 2026Q1: not reported; 2026Q2: 3,017 shares 3,017 $230K 0.13% new Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS 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: 1,375 shares 1,375 $227K 0.13% new Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,518 shares; 2025Q3: 2,301 shares; 2025Q4: 2,303 shares; 2026Q1: 2,252 shares; 2026Q2: 2,129 shares 2,129 $226K 0.13% -123 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,800 shares 1,800 $224K 0.13% new Timeline IBTG 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: 8,890 shares; 2025Q3: 8,890 shares; 2025Q4: 9,270 shares; 2026Q1: 9,270 shares; 2026Q2: 9,593 shares 9,593 $220K 0.12% +323 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,188 shares 1,188 $220K 0.12% new Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 385 shares; 2025Q1: 387 shares; 2025Q2: 401 shares; 2025Q3: 384 shares; 2025Q4: 3,610 shares; 2026Q1: 3,140 shares; 2026Q2: 3,012 shares 3,012 $215K 0.12% -128 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,708 shares; 2026Q2: 1,664 shares 1,664 $214K 0.12% -44 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,240 shares; 2025Q1: 2,174 shares; 2025Q2: 2,324 shares; 2025Q3: 2,716 shares; 2025Q4: 2,477 shares; 2026Q1: 3,504 shares; 2026Q2: 1,662 shares 1,662 $207K 0.12% -1,842 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 779 shares; 2025Q1: 744 shares; 2025Q2: 726 shares; 2025Q3: 705 shares; 2025Q4: 713 shares; 2026Q1: 671 shares; 2026Q2: 642 shares 642 $202K 0.11% -29 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 172 shares 172 $202K 0.11% new Timeline