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: 228,950 shares; 2024Q4: 940,976 shares; 2025Q1: 1,045,456 shares; 2025Q2: 1,079,507 shares; 2025Q3: 1,079,625 shares; 2025Q4: 1,079,625 shares; 2026Q1: 741,376 shares; 2026Q2: 736,549 shares 736,549 $26.4M 8.62% -4,827 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: 230,667 shares; 2024Q4: 591,016 shares; 2025Q1: 639,105 shares; 2025Q2: 661,712 shares; 2025Q3: 661,822 shares; 2025Q4: 661,822 shares; 2026Q1: 521,831 shares; 2026Q2: 532,138 shares 532,138 $18.8M 6.16% +10,307 Timeline SCHM 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: 204,460 shares; 2024Q4: 568,894 shares; 2025Q1: 620,349 shares; 2025Q2: 650,802 shares; 2025Q3: 651,013 shares; 2025Q4: 651,013 shares; 2026Q1: 509,213 shares; 2026Q2: 512,689 shares 512,689 $18.8M 6.15% +3,476 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: 567,452 shares; 2024Q4: 617,803 shares; 2025Q1: 684,449 shares; 2025Q2: 743,351 shares; 2025Q3: 743,411 shares; 2025Q4: 743,411 shares; 2026Q1: 772,699 shares; 2026Q2: 820,926 shares 820,926 $18.4M 6% +48,227 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 reported; 2024Q4: 353,240 shares; 2025Q1: 383,168 shares; 2025Q2: 404,319 shares; 2025Q3: 404,319 shares; 2025Q4: 404,319 shares; 2026Q1: 332,933 shares; 2026Q2: 345,322 shares 345,322 $16.5M 5.4% +12,389 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: 442,838 shares; 2024Q4: 620,067 shares; 2025Q1: 689,290 shares; 2025Q2: 750,016 shares; 2025Q3: 750,016 shares; 2025Q4: 750,016 shares; 2026Q1: 665,587 shares; 2026Q2: 734,257 shares 734,257 $16.2M 5.31% +68,670 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: 573,783 shares; 2024Q4: 615,501 shares; 2025Q1: 678,753 shares; 2025Q2: 780,842 shares; 2025Q3: 780,983 shares; 2025Q4: 780,983 shares; 2026Q1: 668,784 shares; 2026Q2: 692,276 shares 692,276 $15.8M 5.18% +23,492 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: 530,192 shares; 2024Q4: 777,662 shares; 2025Q1: 795,514 shares; 2025Q2: 810,422 shares; 2025Q3: 810,881 shares; 2025Q4: 810,881 shares; 2026Q1: 511,007 shares; 2026Q2: 520,247 shares 520,247 $14.8M 4.85% +9,240 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 reported; 2024Q4: 552,242 shares; 2025Q1: 629,081 shares; 2025Q2: 690,448 shares; 2025Q3: 690,448 shares; 2025Q4: 690,448 shares; 2026Q1: 672,520 shares; 2026Q2: 685,352 shares 685,352 $14.8M 4.84% +12,832 Timeline TOTL 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: 387,475 shares; 2024Q4: 356,438 shares; 2025Q1: 369,501 shares; 2025Q2: 397,767 shares; 2025Q3: 397,961 shares; 2025Q4: 397,961 shares; 2026Q1: 323,044 shares; 2026Q2: 348,315 shares 348,315 $13.5M 4.42% +25,271 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 694,518 shares; 2026Q2: 684,939 shares 684,939 $13.3M 4.35% -9,579 Timeline SMLF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 121,585 shares; 2024Q4: 113,961 shares; 2025Q1: 125,466 shares; 2025Q2: 131,398 shares; 2025Q3: 131,450 shares; 2025Q4: 131,450 shares; 2026Q1: 103,774 shares; 2026Q2: 106,982 shares 106,982 $9.7M 3.17% +3,208 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: not reported; 2024Q4: 156,128 shares; 2025Q1: 208,800 shares; 2025Q2: 225,355 shares; 2025Q3: 225,355 shares; 2025Q4: 225,355 shares; 2026Q1: 187,724 shares; 2026Q2: 188,939 shares 188,939 $9.56M 3.13% +1,215 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,162 shares; 2024Q4: 63,714 shares; 2025Q1: 76,646 shares; 2025Q2: 81,628 shares; 2025Q3: 81,628 shares; 2025Q4: 81,628 shares; 2026Q1: 65,240 shares; 2026Q2: 64,609 shares 64,609 $7.69M 2.52% -631 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: 19,130 shares; 2024Q4: 19,162 shares; 2025Q1: 12,766 shares; 2025Q2: 13,966 shares; 2025Q3: 13,966 shares; 2025Q4: 13,966 shares; 2026Q1: 10,386 shares; 2026Q2: 7,543 shares 7,543 $5.38M 1.76% -2,843 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 67,542 shares; 2024Q4: 196,545 shares; 2025Q1: 194,492 shares; 2025Q2: 194,411 shares; 2025Q3: 194,727 shares; 2025Q4: 194,727 shares; 2026Q1: 184,945 shares; 2026Q2: 168,888 shares 168,888 $5.17M 1.69% -16,057 Timeline BOND 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: 79,357 shares; 2024Q4: 71,936 shares; 2025Q1: 70,577 shares; 2025Q2: 68,088 shares; 2025Q3: 68,088 shares; 2025Q4: 68,088 shares; 2026Q1: 54,601 shares; 2026Q2: 54,023 shares 54,023 $4.9M 1.6% -578 Timeline JAVA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,391 shares; 2024Q4: 65,747 shares; 2025Q1: 83,872 shares; 2025Q2: 84,580 shares; 2025Q3: 84,580 shares; 2025Q4: 84,580 shares; 2026Q1: 52,531 shares; 2026Q2: 50,176 shares 50,176 $4.21M 1.38% -2,355 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 47,325 shares; 2025Q1: 53,529 shares; 2025Q2: 54,637 shares; 2025Q3: 54,637 shares; 2025Q4: 54,637 shares; 2026Q1: 42,411 shares; 2026Q2: 40,805 shares 40,805 $3.97M 1.3% -1,606 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI 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: 99,896 shares 99,896 $3.74M 1.22% new 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: 3,545 shares; 2024Q4: 3,560 shares; 2025Q1: 10,754 shares; 2025Q2: 18,389 shares; 2025Q3: 18,389 shares; 2025Q4: 18,389 shares; 2026Q1: 17,662 shares; 2026Q2: 11,696 shares 11,696 $3.58M 1.17% -5,966 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,150 shares; 2025Q2: 4,150 shares; 2025Q3: 4,150 shares; 2025Q4: 4,150 shares; 2026Q1: 3,714 shares; 2026Q2: 3,584 shares 3,584 $3.07M 1% -130 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: 1,966 shares; 2024Q4: 1,895 shares; 2025Q1: 4,681 shares; 2025Q2: 6,200 shares; 2025Q3: 6,200 shares; 2025Q4: 6,200 shares; 2026Q1: 5,876 shares; 2026Q2: 5,618 shares 5,618 $2.78M 0.91% -258 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: 3,848 shares; 2024Q4: 3,782 shares; 2025Q1: 3,783 shares; 2025Q2: 3,719 shares; 2025Q3: 3,719 shares; 2025Q4: 3,719 shares; 2026Q1: 3,370 shares; 2026Q2: 3,412 shares 3,412 $2.66M 0.87% +42 Timeline IPAC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,252 shares; 2024Q4: 30,456 shares; 2025Q1: 35,060 shares; 2025Q2: 37,724 shares; 2025Q3: 37,754 shares; 2025Q4: 37,754 shares; 2026Q1: 28,658 shares; 2026Q2: 29,978 shares 29,978 $2.59M 0.85% +1,320 Timeline SPMO 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,053 shares; 2026Q2: 16,733 shares 16,733 $2.57M 0.84% +680 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: 26,794 shares; 2024Q4: 27,169 shares; 2025Q1: 26,104 shares; 2025Q2: 24,995 shares; 2025Q3: 24,995 shares; 2025Q4: 24,995 shares; 2026Q1: 21,914 shares; 2026Q2: 22,165 shares 22,165 $2.41M 0.79% +251 Timeline JBBB 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: 516 shares; 2025Q1: 15,023 shares; 2025Q2: 18,023 shares; 2025Q3: 18,023 shares; 2025Q4: 18,023 shares; 2026Q1: 37,995 shares; 2026Q2: 47,354 shares 47,354 $2.24M 0.73% +9,359 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,764 shares; 2024Q4: 33,427 shares; 2025Q1: 33,420 shares; 2025Q2: 32,954 shares; 2025Q3: 32,954 shares; 2025Q4: 32,954 shares; 2026Q1: 19,503 shares; 2026Q2: 19,221 shares 19,221 $2.22M 0.73% -282 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: 11,105 shares; 2024Q4: 11,113 shares; 2025Q1: 13,859 shares; 2025Q2: 16,721 shares; 2025Q3: 16,721 shares; 2025Q4: 16,721 shares; 2026Q1: 7,748 shares; 2026Q2: 9,780 shares 9,780 $2.2M 0.72% +2,032 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 reported; 2024Q4: 1 shares; 2025Q1: 2,068 shares; 2025Q2: 2,250 shares; 2025Q3: 2,250 shares; 2025Q4: 2,250 shares; 2026Q1: 2,216 shares; 2026Q2: 2,159 shares 2,159 $2.08M 0.68% -57 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,921 shares; 2024Q4: 28,999 shares; 2025Q1: 27,265 shares; 2025Q2: 26,450 shares; 2025Q3: 26,450 shares; 2025Q4: 26,450 shares; 2026Q1: 17,670 shares; 2026Q2: 17,588 shares 17,588 $2.02M 0.66% -82 Timeline CLSE TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG 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: 42,939 shares; 2026Q2: 48,283 shares 48,283 $1.63M 0.53% +5,344 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: 30,865 shares; 2024Q4: 30,254 shares; 2025Q1: 29,072 shares; 2025Q2: 29,189 shares; 2025Q3: 29,189 shares; 2025Q4: 29,189 shares; 2026Q1: 16,020 shares; 2026Q2: 15,693 shares 15,693 $1.59M 0.52% -327 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: 42,879 shares; 2024Q4: 83,967 shares; 2025Q1: 83,752 shares; 2025Q2: 81,392 shares; 2025Q3: 81,482 shares; 2025Q4: 81,482 shares; 2026Q1: 44,326 shares; 2026Q2: 43,022 shares 43,022 $1.53M 0.5% -1,304 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: 1,039 shares; 2024Q4: 1,023 shares; 2025Q1: 8,827 shares; 2025Q2: 9,431 shares; 2025Q3: 9,431 shares; 2025Q4: 9,431 shares; 2026Q1: 9,336 shares; 2026Q2: 9,338 shares 9,338 $1.5M 0.49% +2 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: 3,196 shares; 2024Q4: 3,206 shares; 2025Q1: 3,214 shares; 2025Q2: 3,222 shares; 2025Q3: 3,222 shares; 2025Q4: 3,222 shares; 2026Q1: 3,248 shares; 2026Q2: 3,255 shares 3,255 $1.38M 0.45% +7 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,387 shares; 2026Q2: 1,392 shares 1,392 $1.29M 0.42% +5 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,982 shares; 2024Q4: 9,918 shares; 2025Q1: 9,509 shares; 2025Q2: 10,600 shares; 2025Q3: 10,600 shares; 2025Q4: 10,600 shares; 2026Q1: 8,399 shares; 2026Q2: 8,435 shares 8,435 $1.27M 0.42% +36 Timeline NMAX NEWSMAX INC More: the full row for NEWSMAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 107,741 shares; 2025Q3: 107,741 shares; 2025Q4: 107,741 shares; 2026Q1: 107,741 shares; 2026Q2: 107,741 shares 107,741 $1.17M 0.38% 0 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: 1,398 shares; 2024Q4: 1,334 shares; 2025Q1: 3,094 shares; 2025Q2: 3,999 shares; 2025Q3: 3,999 shares; 2025Q4: 3,999 shares; 2026Q1: 3,956 shares; 2026Q2: 4,096 shares 4,096 $1.08M 0.35% +140 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,266 shares; 2025Q2: 19,906 shares; 2025Q3: 19,906 shares; 2025Q4: 19,906 shares; 2026Q1: 19,906 shares; 2026Q2: 19,906 shares 19,906 $965K 0.32% 0 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: 281 shares; 2024Q4: 282 shares; 2025Q1: not reported; 2025Q2: 1,936 shares; 2025Q3: 1,936 shares; 2025Q4: 1,936 shares; 2026Q1: 1,964 shares; 2026Q2: 2,313 shares 2,313 $800K 0.26% +349 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: 2,992 shares; 2024Q4: 2,971 shares; 2025Q1: 2,654 shares; 2025Q2: 2,633 shares; 2025Q3: 2,633 shares; 2025Q4: 2,633 shares; 2026Q1: 2,412 shares; 2026Q2: 2,403 shares 2,403 $743K 0.24% -9 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: 757 shares; 2024Q4: 623 shares; 2025Q1: 1,311 shares; 2025Q2: 1,747 shares; 2025Q3: 1,747 shares; 2025Q4: 1,747 shares; 2026Q1: 1,919 shares; 2026Q2: 2,044 shares 2,044 $742K 0.24% +125 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: 9,826 shares; 2024Q4: 9,826 shares; 2025Q1: 9,826 shares; 2025Q2: 9,897 shares; 2025Q3: 9,897 shares; 2025Q4: 9,897 shares; 2026Q1: 9,862 shares; 2026Q2: 9,862 shares 9,862 $726K 0.24% 0 Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,406 shares; 2024Q4: 32,555 shares; 2025Q1: 34,372 shares; 2025Q2: 36,638 shares; 2025Q3: 36,773 shares; 2025Q4: 36,773 shares; 2026Q1: 15,041 shares; 2026Q2: 9,271 shares 9,271 $650K 0.21% -5,770 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: 120 shares; 2024Q4: 123 shares; 2025Q1: not reported; 2025Q2: 1,415 shares; 2025Q3: 1,415 shares; 2025Q4: 1,415 shares; 2026Q1: 1,371 shares; 2026Q2: 1,611 shares 1,611 $633K 0.21% +240 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: 10,284 shares; 2024Q4: 29,829 shares; 2025Q1: 29,436 shares; 2025Q2: 29,523 shares; 2025Q3: 29,523 shares; 2025Q4: 29,523 shares; 2026Q1: 23,325 shares; 2026Q2: 20,364 shares 20,364 $612K 0.2% -2,961 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,225 shares; 2025Q3: 1,225 shares; 2025Q4: 1,225 shares; 2026Q1: 6,952 shares; 2026Q2: 6,836 shares 6,836 $611K 0.2% -116 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: 850 shares; 2024Q4: 682 shares; 2025Q1: 1,183 shares; 2025Q2: 1,293 shares; 2025Q3: 1,293 shares; 2025Q4: 1,293 shares; 2026Q1: 1,604 shares; 2026Q2: 1,600 shares 1,600 $589K 0.19% -4 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,370 shares; 2024Q4: 7,483 shares; 2025Q1: 7,064 shares; 2025Q2: 6,934 shares; 2025Q3: 6,934 shares; 2025Q4: 6,934 shares; 2026Q1: 2,957 shares; 2026Q2: 2,960 shares 2,960 $575K 0.19% +3 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: 2,311 shares; 2024Q4: 2,237 shares; 2025Q1: 2,241 shares; 2025Q2: 1,661 shares; 2025Q3: 1,661 shares; 2025Q4: 1,661 shares; 2026Q1: 1,731 shares; 2026Q2: 1,729 shares 1,729 $527K 0.17% -2 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,487 shares; 2024Q4: 20 shares; 2025Q1: 1,220 shares; 2025Q2: 1,848 shares; 2025Q3: 1,848 shares; 2025Q4: 1,848 shares; 2026Q1: 2,045 shares; 2026Q2: 2,264 shares 2,264 $525K 0.17% +219 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: 1,559 shares; 2024Q4: 1,562 shares; 2025Q1: 1,571 shares; 2025Q2: 1,571 shares; 2025Q3: 1,571 shares; 2025Q4: 1,571 shares; 2026Q1: 1,501 shares; 2026Q2: 1,501 shares 1,501 $514K 0.17% 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: 1,493 shares; 2024Q4: 1,299 shares; 2025Q1: 1,338 shares; 2025Q2: 1,341 shares; 2025Q3: 1,341 shares; 2025Q4: 1,341 shares; 2026Q1: 1,286 shares; 2026Q2: 1,470 shares 1,470 $505K 0.17% +184 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,650 shares; 2024Q4: 1,654 shares; 2025Q1: 1,827 shares; 2025Q2: 1,701 shares; 2025Q3: 1,701 shares; 2025Q4: 1,701 shares; 2026Q1: 1,705 shares; 2026Q2: 1,705 shares 1,705 $477K 0.16% 0 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,600 shares; 2025Q2: 1,800 shares; 2025Q3: 1,800 shares; 2025Q4: 1,800 shares; 2026Q1: 1,800 shares; 2026Q2: 2,014 shares 2,014 $472K 0.15% +214 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: 561 shares; 2024Q4: 427 shares; 2025Q1: not reported; 2025Q2: 1,085 shares; 2025Q3: 1,085 shares; 2025Q4: 1,085 shares; 2026Q1: 990 shares; 2026Q2: 1,095 shares 1,095 $467K 0.15% +105 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: 3,043 shares; 2024Q4: 2,799 shares; 2025Q1: 2,911 shares; 2025Q2: 2,917 shares; 2025Q3: 2,917 shares; 2025Q4: 2,917 shares; 2026Q1: 3,561 shares; 2026Q2: 4,019 shares 4,019 $463K 0.15% +458 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,150 shares; 2025Q2: 6,900 shares; 2025Q3: 6,900 shares; 2025Q4: 6,900 shares; 2026Q1: 6,400 shares; 2026Q2: 7,211 shares 7,211 $460K 0.15% +811 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 9 shares; 2025Q1: 3,759 shares; 2025Q2: 5,162 shares; 2025Q3: 5,162 shares; 2025Q4: 5,162 shares; 2026Q1: 4,650 shares; 2026Q2: 4,650 shares 4,650 $452K 0.15% 0 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 662 shares; 2024Q4: 668 shares; 2025Q1: 823 shares; 2025Q2: 1,028 shares; 2025Q3: 1,028 shares; 2025Q4: 1,028 shares; 2026Q1: 1,041 shares; 2026Q2: 1,042 shares 1,042 $432K 0.14% +1 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: 1,861 shares; 2024Q4: 1,828 shares; 2025Q1: 1,839 shares; 2025Q2: 1,817 shares; 2025Q3: 1,855 shares; 2025Q4: 1,855 shares; 2026Q1: 1,855 shares; 2026Q2: 1,864 shares 1,864 $424K 0.14% +9 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: 26,425 shares; 2024Q4: 1,774 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,119 shares; 2026Q2: 3,978 shares 3,978 $408K 0.13% -141 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: 1,629 shares; 2024Q4: 1,454 shares; 2025Q1: 2,585 shares; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares; 2025Q4: 4,000 shares; 2026Q1: 3,896 shares; 2026Q2: 3,794 shares 3,794 $405K 0.13% -102 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: 270 shares; 2024Q4: 434 shares; 2025Q1: 435 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 520 shares; 2026Q2: 512 shares 512 $397K 0.13% -8 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: 455 shares; 2024Q4: 463 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 764 shares; 2026Q2: 395 shares 395 $384K 0.13% -369 Timeline VIAV VIAVI SOLUTIONS INC More: the full row for VIAVI SOLUTIONS 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: 8,742 shares; 2026Q2: 8,742 shares 8,742 $381K 0.12% 0 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 reported; 2024Q4: 1 shares; 2025Q1: 702 shares; 2025Q2: 1,337 shares; 2025Q3: 1,337 shares; 2025Q4: 1,337 shares; 2026Q1: 1,121 shares; 2026Q2: 1,121 shares 1,121 $380K 0.12% 0 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,366 shares; 2024Q4: 4,145 shares; 2025Q1: 3,913 shares; 2025Q2: 3,915 shares; 2025Q3: 3,915 shares; 2025Q4: 3,915 shares; 2026Q1: 3,368 shares; 2026Q2: 3,289 shares 3,289 $365K 0.12% -79 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,496 shares; 2025Q3: 3,496 shares; 2025Q4: 3,496 shares; 2026Q1: 3,889 shares; 2026Q2: 3,889 shares 3,889 $345K 0.11% 0 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: 444 shares; 2024Q4: 314 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 341 shares; 2026Q2: 324 shares 324 $344K 0.11% -17 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 309 shares; 2024Q4: 666 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 876 shares 876 $337K 0.11% new Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,451 shares; 2024Q4: 1,459 shares; 2025Q1: 1,609 shares; 2025Q2: 1,828 shares; 2025Q3: 1,828 shares; 2025Q4: 1,828 shares; 2026Q1: 1,393 shares; 2026Q2: 1,397 shares 1,397 $333K 0.11% +4 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: 6,598 shares; 2024Q4: 6,784 shares; 2025Q1: 6,768 shares; 2025Q2: 6,084 shares; 2025Q3: 6,084 shares; 2025Q4: 6,084 shares; 2026Q1: 4,112 shares; 2026Q2: 4,060 shares 4,060 $330K 0.11% -52 Timeline MDYG 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: 2,972 shares; 2024Q4: 2,897 shares; 2025Q1: 2,922 shares; 2025Q2: 2,942 shares; 2025Q3: 2,942 shares; 2025Q4: 2,942 shares; 2026Q1: 2,821 shares; 2026Q2: 2,813 shares 2,813 $320K 0.1% -8 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 reported; 2024Q4: 2 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,197 shares; 2026Q2: 1,197 shares 1,197 $312K 0.1% 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: 385 shares; 2024Q4: 210 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 460 shares; 2026Q2: 583 shares 583 $300K 0.1% +123 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: 289 shares; 2024Q4: 253 shares; 2025Q1: not reported; 2025Q2: 552 shares; 2025Q3: 552 shares; 2025Q4: 552 shares; 2026Q1: 567 shares; 2026Q2: 493 shares 493 $291K 0.1% -74 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,100 shares; 2026Q2: 2,100 shares 2,100 $291K 0.1% 0 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 931 shares; 2024Q4: 833 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,021 shares; 2026Q2: 2,029 shares 2,029 $283K 0.09% +8 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,861 shares; 2025Q3: 3,861 shares; 2025Q4: 3,861 shares; 2026Q1: 3,861 shares; 2026Q2: 3,861 shares 3,861 $279K 0.09% 0 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,853 shares; 2024Q4: 3,953 shares; 2025Q1: 3,953 shares; 2025Q2: 3,953 shares; 2025Q3: 3,953 shares; 2025Q4: 3,953 shares; 2026Q1: 3,853 shares; 2026Q2: 3,853 shares 3,853 $266K 0.09% 0 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: 71 shares; 2024Q4: 57 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 216 shares; 2026Q2: 216 shares 216 $255K 0.08% 0 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: 95 shares; 2024Q4: 30 shares; 2025Q1: 1,241 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,241 shares; 2026Q2: 1,241 shares 1,241 $248K 0.08% 0 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 74 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,374 shares; 2026Q2: 1,374 shares 1,374 $209K 0.07% 0 Timeline BSJS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,300 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,450 shares 9,450 $206K 0.07% new Timeline YSS YORK SPACE SYSTEMS INC More: the full row for YORK SPACE SYSTEMS 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: 15,000 shares 15,000 $164K 0.05% new Timeline