IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 91,582 shares; 2024Q4: 89,479 shares; 2025Q1: 87,469 shares; 2025Q2: 86,582 shares; 2025Q3: 83,608 shares; 2025Q4: 82,622 shares; 2026Q1: 82,134 shares; 2026Q2: 80,057 shares 80,057 $60M 13.61% -2,077 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 414,375 shares; 2024Q4: 409,305 shares; 2025Q1: 402,275 shares; 2025Q2: 398,351 shares; 2025Q3: 380,006 shares; 2025Q4: 378,951 shares; 2026Q1: 376,239 shares; 2026Q2: 374,592 shares 374,592 $53.2M 12.07% -1,647 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 248,840 shares; 2024Q4: 248,279 shares; 2025Q1: 249,274 shares; 2025Q2: 248,054 shares; 2025Q3: 231,193 shares; 2025Q4: 230,268 shares; 2026Q1: 227,585 shares; 2026Q2: 226,859 shares 226,859 $31.2M 7.08% -726 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: 123,679 shares; 2024Q4: 124,736 shares; 2025Q1: 127,571 shares; 2025Q2: 128,661 shares; 2025Q3: 128,265 shares; 2025Q4: 130,378 shares; 2026Q1: 129,776 shares; 2026Q2: 132,390 shares 132,390 $30.1M 6.82% +2,614 Timeline IWO 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: 42,563 shares; 2025Q1: 59,576 shares; 2025Q2: 61,782 shares; 2025Q3: 67,231 shares; 2025Q4: 66,873 shares; 2026Q1: 68,531 shares; 2026Q2: 67,372 shares 67,372 $26.5M 6.03% -1,159 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: 122,278 shares; 2024Q4: 121,638 shares; 2025Q1: 121,733 shares; 2025Q2: 119,493 shares; 2025Q3: 118,377 shares; 2025Q4: 117,874 shares; 2026Q1: 119,053 shares; 2026Q2: 118,667 shares 118,667 $25.9M 5.87% -386 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: 35,962 shares; 2024Q4: 35,418 shares; 2025Q1: 34,773 shares; 2025Q2: 34,052 shares; 2025Q3: 31,957 shares; 2025Q4: 31,252 shares; 2026Q1: 30,845 shares; 2026Q2: 29,904 shares 29,904 $22M 5% -941 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 314,782 shares; 2026Q2: 330,079 shares 330,079 $18M 4.09% +15,297 Timeline SCHE 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: 52,903 shares; 2024Q4: 58,883 shares; 2025Q1: 55,888 shares; 2025Q2: 58,966 shares; 2025Q3: 58,573 shares; 2025Q4: 447,679 shares; 2026Q1: 433,989 shares; 2026Q2: 414,790 shares 414,790 $15M 3.41% -19,199 Timeline FNDE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 359,798 shares; 2026Q1: 349,937 shares; 2026Q2: 334,817 shares 334,817 $13.3M 3.02% -15,120 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: 17,820 shares; 2024Q4: 17,867 shares; 2025Q1: 17,867 shares; 2025Q2: 17,820 shares; 2025Q3: 17,820 shares; 2025Q4: 17,820 shares; 2026Q1: 17,820 shares; 2026Q2: 17,820 shares 17,820 $12.9M 2.92% 0 Timeline HIMU 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 125,499 shares; 2025Q3: 146,530 shares; 2025Q4: 159,604 shares; 2026Q1: 176,755 shares; 2026Q2: 195,693 shares 195,693 $9.75M 2.21% +18,938 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: 86,706 shares; 2024Q4: 255,110 shares; 2025Q1: 253,740 shares; 2025Q2: 293,323 shares; 2025Q3: 278,318 shares; 2025Q4: 269,200 shares; 2026Q1: 270,923 shares; 2026Q2: 273,643 shares 273,643 $8.05M 1.83% +2,720 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,273 shares; 2024Q4: 27,303 shares; 2025Q1: 27,926 shares; 2025Q2: 32,568 shares; 2025Q3: 30,437 shares; 2025Q4: 34,293 shares; 2026Q1: 35,235 shares; 2026Q2: 34,475 shares 34,475 $7.63M 1.73% -760 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: 186,997 shares; 2024Q4: 197,310 shares; 2025Q1: 209,140 shares; 2025Q2: 205,951 shares; 2025Q3: 220,471 shares; 2025Q4: 243,283 shares; 2026Q1: 11,661 shares; 2026Q2: 250,490 shares 250,490 $5.8M 1.32% +238,829 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 236,761 shares; 2026Q1: 249,171 shares; 2026Q2: 277,060 shares 277,060 $5.77M 1.31% +27,889 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 211,259 shares; 2025Q3: 234,919 shares; 2025Q4: 254,945 shares; 2026Q1: 255,349 shares; 2026Q2: 264,107 shares 264,107 $5.76M 1.31% +8,758 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: 128,837 shares; 2024Q4: 144,930 shares; 2025Q1: 162,182 shares; 2025Q2: 168,983 shares; 2025Q3: 196,379 shares; 2025Q4: 212,014 shares; 2026Q1: 213,777 shares; 2026Q2: 227,284 shares 227,284 $5.74M 1.3% +13,507 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: 168,791 shares; 2024Q4: 177,156 shares; 2025Q1: 190,148 shares; 2025Q2: 190,901 shares; 2025Q3: 211,161 shares; 2025Q4: 221,271 shares; 2026Q1: 220,259 shares; 2026Q2: 233,904 shares 233,904 $5.67M 1.29% +13,645 Timeline FNDX 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: 65,470 shares; 2024Q4: 196,790 shares; 2025Q1: 192,570 shares; 2025Q2: 190,275 shares; 2025Q3: 187,519 shares; 2025Q4: 188,132 shares; 2026Q1: 174,000 shares; 2026Q2: 169,687 shares 169,687 $5.28M 1.2% -4,313 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: 14,039 shares; 2024Q4: 13,947 shares; 2025Q1: 13,546 shares; 2025Q2: 13,325 shares; 2025Q3: 11,866 shares; 2025Q4: 11,235 shares; 2026Q1: 10,279 shares; 2026Q2: 60,469 shares 60,469 $5.21M 1.18% +50,190 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: 17,834 shares; 2024Q4: 15,455 shares; 2025Q1: 15,207 shares; 2025Q2: 12,196 shares; 2025Q3: 12,096 shares; 2025Q4: 12,046 shares; 2026Q1: 12,122 shares; 2026Q2: 12,111 shares 12,111 $5.09M 1.16% -11 Timeline PDN 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: 113,223 shares; 2024Q4: 114,232 shares; 2025Q1: 110,364 shares; 2025Q2: 108,654 shares; 2025Q3: 107,476 shares; 2025Q4: 107,451 shares; 2026Q1: 100,709 shares; 2026Q2: 100,336 shares 100,336 $4.51M 1.02% -373 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: 20,114 shares; 2024Q4: 51,588 shares; 2025Q1: 49,320 shares; 2025Q2: 47,390 shares; 2025Q3: 46,466 shares; 2025Q4: 49,488 shares; 2026Q1: 48,749 shares; 2026Q2: 47,684 shares 47,684 $3.65M 0.83% -1,065 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: 15,224 shares; 2024Q4: 15,090 shares; 2025Q1: 16,653 shares; 2025Q2: 14,821 shares; 2025Q3: 14,452 shares; 2025Q4: 12,281 shares; 2026Q1: 11,806 shares; 2026Q2: 12,327 shares 12,327 $3.57M 0.81% +521 Timeline IJT 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: 58,594 shares; 2025Q1: 35,616 shares; 2025Q2: 28,934 shares; 2025Q3: 19,380 shares; 2025Q4: 18,958 shares; 2026Q1: 17,748 shares; 2026Q2: 17,350 shares 17,350 $3.1M 0.7% -398 Timeline IGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,722 shares; 2024Q4: 50,361 shares; 2025Q1: 47,140 shares; 2025Q2: 48,960 shares; 2025Q3: 46,092 shares; 2025Q4: 44,931 shares; 2026Q1: 44,512 shares; 2026Q2: 43,346 shares 43,346 $2.89M 0.66% -1,166 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: 3,826 shares; 2024Q4: 3,557 shares; 2025Q1: 3,529 shares; 2025Q2: 3,437 shares; 2025Q3: 3,402 shares; 2025Q4: 3,320 shares; 2026Q1: 3,182 shares; 2026Q2: 3,828 shares 3,828 $2.86M 0.65% +646 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: 9,441 shares; 2024Q4: 8,881 shares; 2025Q1: 8,113 shares; 2025Q2: 8,087 shares; 2025Q3: 7,838 shares; 2025Q4: 7,795 shares; 2026Q1: 7,859 shares; 2026Q2: 7,351 shares 7,351 $2.74M 0.62% -508 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,310 shares; 2024Q4: 33,065 shares; 2025Q1: 33,317 shares; 2025Q2: 36,329 shares; 2025Q3: 34,221 shares; 2025Q4: 34,469 shares; 2026Q1: 32,151 shares; 2026Q2: 31,194 shares 31,194 $2.57M 0.58% -957 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,802 shares; 2024Q4: 13,879 shares; 2025Q1: 13,759 shares; 2025Q2: 20,967 shares; 2025Q3: 20,502 shares; 2025Q4: 20,696 shares; 2026Q1: 20,691 shares; 2026Q2: 20,522 shares 20,522 $2.44M 0.56% -169 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: 4,669 shares; 2024Q4: 4,696 shares; 2025Q1: 4,696 shares; 2025Q2: 4,746 shares; 2025Q3: 4,746 shares; 2025Q4: 4,746 shares; 2026Q1: 4,497 shares; 2026Q2: 4,521 shares 4,521 $2.26M 0.51% +24 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: 20,430 shares; 2024Q4: 19,828 shares; 2025Q1: 18,042 shares; 2025Q2: 21,012 shares; 2025Q3: 21,454 shares; 2025Q4: 22,435 shares; 2026Q1: 22,353 shares; 2026Q2: 22,231 shares 22,231 $2.15M 0.49% -122 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,741 shares 5,741 $2.12M 0.48% new 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: 6,274 shares; 2024Q4: 6,285 shares; 2025Q1: 6,294 shares; 2025Q2: 6,303 shares; 2025Q3: 6,312 shares; 2025Q4: 6,322 shares; 2026Q1: 6,329 shares; 2026Q2: 6,337 shares 6,337 $1.19M 0.27% +8 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 reported; 2024Q4: 3,651 shares; 2025Q1: 5,839 shares; 2025Q2: 6,918 shares; 2025Q3: 15,223 shares; 2025Q4: 17,635 shares; 2026Q1: 17,635 shares; 2026Q2: 12,349 shares 12,349 $1.17M 0.26% -5,286 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: 5,957 shares; 2024Q4: 5,776 shares; 2025Q1: 5,779 shares; 2025Q2: 5,373 shares; 2025Q3: 4,987 shares; 2025Q4: 4,975 shares; 2026Q1: 3,866 shares; 2026Q2: 13,965 shares 13,965 $1.13M 0.26% +10,099 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: 3,459 shares; 2024Q4: 3,593 shares; 2025Q1: 3,125 shares; 2025Q2: 3,126 shares; 2025Q3: 3,126 shares; 2025Q4: 3,287 shares; 2026Q1: 3,114 shares; 2026Q2: 3,070 shares 3,070 $1.1M 0.25% -44 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: 14,538 shares; 2024Q4: 14,544 shares; 2025Q1: 14,548 shares; 2025Q2: 14,552 shares; 2025Q3: 14,208 shares; 2025Q4: 14,212 shares; 2026Q1: 14,215 shares; 2026Q2: 14,217 shares 14,217 $1.1M 0.25% +2 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: 4,095 shares; 2024Q4: 4,078 shares; 2025Q1: 4,082 shares; 2025Q2: 3,921 shares; 2025Q3: 3,697 shares; 2025Q4: 3,741 shares; 2026Q1: 3,487 shares; 2026Q2: 3,576 shares 3,576 $1.08M 0.25% +89 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: 6,366 shares; 2024Q4: 5,814 shares; 2025Q1: 5,222 shares; 2025Q2: 5,020 shares; 2025Q3: 5,720 shares; 2025Q4: 6,845 shares; 2026Q1: 5,132 shares; 2026Q2: 5,221 shares 5,221 $1.04M 0.24% +89 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: 23,168 shares; 2024Q4: 29,810 shares; 2025Q1: 29,894 shares; 2025Q2: 31,377 shares; 2025Q3: 34,538 shares; 2025Q4: 34,538 shares; 2026Q1: 35,225 shares; 2026Q2: 39,706 shares 39,706 $1.01M 0.23% +4,481 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,485 shares; 2024Q4: 13,995 shares; 2025Q1: 13,962 shares; 2025Q2: 16,187 shares; 2025Q3: 15,942 shares; 2025Q4: 17,468 shares; 2026Q1: 17,351 shares; 2026Q2: 17,623 shares 17,623 $892K 0.2% +272 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,628 shares; 2024Q4: 5,628 shares; 2025Q1: 5,439 shares; 2025Q2: 5,439 shares; 2025Q3: 5,335 shares; 2025Q4: 5,335 shares; 2026Q1: 5,435 shares; 2026Q2: 5,435 shares 5,435 $863K 0.2% 0 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: 6,019 shares; 2024Q4: 6,031 shares; 2025Q1: 6,035 shares; 2025Q2: 6,040 shares; 2025Q3: 5,883 shares; 2025Q4: 5,754 shares; 2026Q1: 5,756 shares; 2026Q2: 5,760 shares 5,760 $854K 0.19% +4 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: 5,220 shares; 2024Q4: 8,670 shares; 2025Q1: 9,063 shares; 2025Q2: 10,843 shares; 2025Q3: 11,527 shares; 2025Q4: 9,947 shares; 2026Q1: 8,969 shares; 2026Q2: 9,180 shares 9,180 $846K 0.19% +211 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: 5,055 shares; 2024Q4: 5,055 shares; 2025Q1: 5,055 shares; 2025Q2: 5,025 shares; 2025Q3: 4,594 shares; 2025Q4: 3,569 shares; 2026Q1: 3,569 shares; 2026Q2: 3,569 shares 3,569 $773K 0.18% 0 Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,196 shares; 2024Q4: 22,648 shares; 2025Q1: 22,601 shares; 2025Q2: 28,467 shares; 2025Q3: 26,558 shares; 2025Q4: 30,332 shares; 2026Q1: 31,961 shares; 2026Q2: 32,622 shares 32,622 $772K 0.18% +661 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: 2,642 shares; 2024Q4: 2,615 shares; 2025Q1: 2,531 shares; 2025Q2: 3,487 shares; 2025Q3: 3,289 shares; 2025Q4: 3,049 shares; 2026Q1: 3,011 shares; 2026Q2: 3,014 shares 3,014 $732K 0.17% +3 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: 5,089 shares; 2024Q4: 4,844 shares; 2025Q1: 4,495 shares; 2025Q2: 2,334 shares; 2025Q3: 2,426 shares; 2025Q4: 2,381 shares; 2026Q1: 2,263 shares; 2026Q2: 3,014 shares 3,014 $718K 0.16% +751 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: 3,026 shares; 2024Q4: 3,044 shares; 2025Q1: 3,008 shares; 2025Q2: 4,731 shares; 2025Q3: 5,241 shares; 2025Q4: 6,381 shares; 2026Q1: 6,226 shares; 2026Q2: 6,969 shares 6,969 $690K 0.16% +743 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: 1,727 shares; 2024Q4: 1,645 shares; 2025Q1: 1,645 shares; 2025Q2: 1,645 shares; 2025Q3: 1,645 shares; 2025Q4: 1,637 shares; 2026Q1: 1,637 shares; 2026Q2: 1,637 shares 1,637 $680K 0.15% 0 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: 6,311 shares; 2024Q4: 6,311 shares; 2025Q1: 6,311 shares; 2025Q2: 7,677 shares; 2025Q3: 7,671 shares; 2025Q4: 7,672 shares; 2026Q1: 7,672 shares; 2026Q2: 7,672 shares 7,672 $642K 0.15% 0 Timeline IBMT 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: 13,748 shares; 2026Q1: 16,546 shares; 2026Q2: 24,350 shares 24,350 $628K 0.14% +7,804 Timeline IBMS 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: 10,199 shares; 2025Q3: 10,212 shares; 2025Q4: 10,535 shares; 2026Q1: 13,477 shares; 2026Q2: 22,025 shares 22,025 $570K 0.13% +8,548 Timeline IBMQ 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: 11,152 shares; 2025Q1: 13,941 shares; 2025Q2: 15,443 shares; 2025Q3: 14,202 shares; 2025Q4: 12,673 shares; 2026Q1: 17,138 shares; 2026Q2: 22,268 shares 22,268 $570K 0.13% +5,130 Timeline IBMP 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: 9,844 shares; 2025Q1: 13,306 shares; 2025Q2: 14,266 shares; 2025Q3: 13,454 shares; 2025Q4: 14,162 shares; 2026Q1: 15,724 shares; 2026Q2: 22,376 shares 22,376 $569K 0.13% +6,652 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,642 shares 1,642 $565K 0.13% new Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,075 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 975 shares; 2025Q4: 1,259 shares; 2026Q1: 1,100 shares; 2026Q2: 1,583 shares 1,583 $559K 0.13% +483 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,729 shares; 2024Q4: 3,601 shares; 2025Q1: 3,425 shares; 2025Q2: 3,443 shares; 2025Q3: 3,399 shares; 2025Q4: 3,986 shares; 2026Q1: 4,101 shares; 2026Q2: 4,005 shares 4,005 $498K 0.11% -96 Timeline TQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: not reported; 2025Q2: 4,000 shares; 2025Q3: 3,014 shares; 2025Q4: 6,036 shares; 2026Q1: 6,047 shares; 2026Q2: 6,060 shares 6,060 $491K 0.11% +13 Timeline IBMR 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: 8,164 shares; 2025Q2: 9,284 shares; 2025Q3: 8,245 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 19,104 shares 19,104 $485K 0.11% new Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,573 shares; 2024Q4: 2,573 shares; 2025Q1: 2,573 shares; 2025Q2: 5,132 shares; 2025Q3: 5,132 shares; 2025Q4: 4,072 shares; 2026Q1: 4,162 shares; 2026Q2: 4,162 shares 4,162 $470K 0.11% 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 801 shares 801 $465K 0.11% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,416 shares 5,416 $463K 0.11% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,062 shares 1,062 $435K 0.1% new Timeline MBBA 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,417 shares 7,417 $369K 0.08% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 268 shares; 2026Q1: 264 shares; 2026Q2: 307 shares 307 $368K 0.08% +43 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: 1,090 shares; 2024Q4: 1,092 shares; 2025Q1: 1,094 shares; 2025Q2: 1,095 shares; 2025Q3: 1,097 shares; 2025Q4: 1,098 shares; 2026Q1: 1,100 shares; 2026Q2: 1,062 shares 1,062 $322K 0.07% -38 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,312 shares; 2026Q1: 12,191 shares; 2026Q2: 13,582 shares 13,582 $318K 0.07% +1,391 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 326 shares; 2026Q1: 246 shares; 2026Q2: 286 shares 286 $268K 0.06% +40 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,249 shares; 2025Q3: 2,251 shares; 2025Q4: 2,251 shares; 2026Q1: 2,271 shares; 2026Q2: 2,277 shares 2,277 $258K 0.06% +6 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 reported; 2024Q4: not reported; 2025Q1: 2,615 shares; 2025Q2: 2,235 shares; 2025Q3: 1,735 shares; 2025Q4: 1,660 shares; 2026Q1: 1,692 shares; 2026Q2: 2,192 shares 2,192 $256K 0.06% +500 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: 4,267 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,267 shares; 2025Q3: 4,267 shares; 2025Q4: 4,280 shares; 2026Q1: 4,280 shares; 2026Q2: 4,280 shares 4,280 $255K 0.06% 0 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,720 shares; 2024Q4: 3,720 shares; 2025Q1: 3,720 shares; 2025Q2: 3,720 shares; 2025Q3: 3,720 shares; 2025Q4: 3,720 shares; 2026Q1: 3,720 shares; 2026Q2: 3,720 shares 3,720 $252K 0.06% 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: 1,242 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,224 shares; 2026Q1: 948 shares; 2026Q2: 949 shares 949 $241K 0.05% +1 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: not reported; 2025Q2: 812 shares; 2025Q3: 857 shares; 2025Q4: 857 shares; 2026Q1: 828 shares; 2026Q2: 828 shares 828 $233K 0.05% 0 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: 482 shares; 2024Q4: 511 shares; 2025Q1: 431 shares; 2025Q2: 450 shares; 2025Q3: 350 shares; 2025Q4: 423 shares; 2026Q1: 357 shares; 2026Q2: 410 shares 410 $231K 0.05% +53 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 200 shares 200 $231K 0.05% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,174 shares; 2026Q1: not reported; 2026Q2: 569 shares 569 $215K 0.05% new Timeline OPTT OCEAN PWR TECHNOLOGIES INC More: the full row for OCEAN PWR TECHNOLOGIES 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: 10,000 shares 10,000 $2.62K <0.01% new Timeline