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: 27,584 shares; 2024Q4: 24,171 shares; 2025Q1: 58,053 shares; 2025Q2: 58,332 shares; 2025Q3: 59,009 shares; 2025Q4: 59,153 shares; 2026Q1: 59,875 shares; 2026Q2: 60,288 shares 60,288 $44.4M 16.63% +413 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: 204,033 shares; 2024Q4: 194,664 shares; 2025Q1: 206,076 shares; 2025Q2: 209,280 shares; 2025Q3: 224,874 shares; 2025Q4: 241,603 shares; 2026Q1: 245,662 shares; 2026Q2: 247,306 shares 247,306 $17.6M 6.6% +1,644 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: 7,898 shares; 2024Q4: 7,778 shares; 2025Q1: 60,860 shares; 2025Q2: 61,414 shares; 2025Q3: 61,371 shares; 2025Q4: 61,574 shares; 2026Q1: 60,022 shares; 2026Q2: 60,060 shares 60,060 $17.4M 6.51% +38 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: 46,688 shares; 2024Q4: 44,925 shares; 2025Q1: 47,857 shares; 2025Q2: 48,861 shares; 2025Q3: 54,177 shares; 2025Q4: 60,650 shares; 2026Q1: 67,822 shares; 2026Q2: 72,331 shares 72,331 $15.8M 5.9% +4,509 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: 139,062 shares; 2024Q4: 130,380 shares; 2025Q1: 142,966 shares; 2025Q2: 144,930 shares; 2025Q3: 157,154 shares; 2025Q4: 174,902 shares; 2026Q1: 188,220 shares; 2026Q2: 191,508 shares 191,508 $12.9M 4.85% +3,288 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: 190,221 shares; 2024Q4: 175,540 shares; 2025Q1: 183,027 shares; 2025Q2: 185,200 shares; 2025Q3: 196,069 shares; 2025Q4: 199,015 shares; 2026Q1: 209,457 shares; 2026Q2: 212,872 shares 212,872 $12.7M 4.76% +3,415 Timeline SCHI SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 181,213 shares; 2026Q2: 400,463 shares 400,463 $9.07M 3.4% +219,250 Timeline AMJB JPMORGAN CHASE FINL CO LLC More: the full row for JPMORGAN CHASE FINL CO LLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 149,975 shares; 2024Q4: 142,495 shares; 2025Q1: 152,971 shares; 2025Q2: 160,225 shares; 2025Q3: 158,053 shares; 2025Q4: 176,098 shares; 2026Q1: 198,481 shares; 2026Q2: 203,102 shares 203,102 $7M 2.62% +4,621 Timeline SCHJ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 139,195 shares; 2026Q2: 264,253 shares 264,253 $6.52M 2.44% +125,058 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: 11,109 shares; 2024Q4: 11,096 shares; 2025Q1: 11,090 shares; 2025Q2: 11,090 shares; 2025Q3: 11,090 shares; 2025Q4: 11,085 shares; 2026Q1: 75,306 shares; 2026Q2: 73,932 shares 73,932 $6.37M 2.38% -1,374 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: 143,739 shares; 2024Q4: 135,410 shares; 2025Q1: 142,458 shares; 2025Q2: 144,123 shares; 2025Q3: 157,573 shares; 2025Q4: 158,959 shares; 2026Q1: 168,148 shares; 2026Q2: 174,400 shares 174,400 $6.3M 2.36% +6,252 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,136 shares; 2024Q4: 15,136 shares; 2025Q1: 14,643 shares; 2025Q2: 14,480 shares; 2025Q3: 13,960 shares; 2025Q4: 29,060 shares; 2026Q1: 23,480 shares; 2026Q2: 23,933 shares 23,933 $4.56M 1.71% +453 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,425 shares; 2024Q4: 44,895 shares; 2025Q1: 49,324 shares; 2025Q2: 49,324 shares; 2025Q3: 49,324 shares; 2025Q4: 49,324 shares; 2026Q1: 49,324 shares; 2026Q2: 49,324 shares 49,324 $4.39M 1.64% 0 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: 10,069 shares; 2024Q4: 10,646 shares; 2025Q1: 10,831 shares; 2025Q2: 10,809 shares; 2025Q3: 10,671 shares; 2025Q4: 10,659 shares; 2026Q1: 10,566 shares; 2026Q2: 10,560 shares 10,560 $3.91M 1.46% -6 Timeline SCYB 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: 43,754 shares; 2026Q1: 103,795 shares; 2026Q2: 128,326 shares 128,326 $3.36M 1.26% +24,531 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,065 shares; 2024Q4: 35,065 shares; 2025Q1: 40,152 shares; 2025Q2: 40,152 shares; 2025Q3: 40,152 shares; 2025Q4: 44,058 shares; 2026Q1: 46,286 shares; 2026Q2: 48,183 shares 48,183 $3.3M 1.23% +1,897 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 68,122 shares; 2024Q4: 61,079 shares; 2025Q1: 61,087 shares; 2025Q2: 61,087 shares; 2025Q3: 60,128 shares; 2025Q4: 59,813 shares; 2026Q1: 59,728 shares; 2026Q2: 60,546 shares 60,546 $3.05M 1.14% +818 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: 4,996 shares; 2024Q4: 4,191 shares; 2025Q1: 4,192 shares; 2025Q2: 4,192 shares; 2025Q3: 4,076 shares; 2025Q4: 4,058 shares; 2026Q1: 4,010 shares; 2026Q2: 4,048 shares 4,048 $3.03M 1.14% +38 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: 5,361 shares; 2024Q4: 5,384 shares; 2025Q1: 5,383 shares; 2025Q2: 5,435 shares; 2025Q3: 5,485 shares; 2025Q4: 5,494 shares; 2026Q1: 5,489 shares; 2026Q2: 5,527 shares 5,527 $2.77M 1.04% +38 Timeline DFNM 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: 71,775 shares; 2024Q4: 55,935 shares; 2025Q1: 55,952 shares; 2025Q2: 55,952 shares; 2025Q3: 55,193 shares; 2025Q4: 55,193 shares; 2026Q1: 55,193 shares; 2026Q2: 55,193 shares 55,193 $2.67M 1% 0 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: 6,924 shares; 2024Q4: 6,842 shares; 2025Q1: 6,615 shares; 2025Q2: 7,090 shares; 2025Q3: 6,970 shares; 2025Q4: 6,963 shares; 2026Q1: 6,888 shares; 2026Q2: 6,724 shares 6,724 $2.51M 0.94% -164 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: 63,275 shares; 2024Q4: 44,215 shares; 2025Q1: 43,420 shares; 2025Q2: 43,420 shares; 2025Q3: 41,172 shares; 2025Q4: 41,172 shares; 2026Q1: 41,074 shares; 2026Q2: 41,074 shares 41,074 $2.5M 0.94% 0 Timeline PFFD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 82,201 shares; 2024Q4: 80,527 shares; 2025Q1: 78,666 shares; 2025Q2: 82,891 shares; 2025Q3: 91,613 shares; 2025Q4: 120,569 shares; 2026Q1: 126,516 shares; 2026Q2: 132,940 shares 132,940 $2.48M 0.93% +6,424 Timeline VTEC VANGUARD CALIF TAX FREE FDS More: the full row for VANGUARD CALIF TAX FREE 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: 22,979 shares; 2026Q2: 22,979 shares 22,979 $2.31M 0.87% 0 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,228 shares; 2024Q4: 14,075 shares; 2025Q1: 14,486 shares; 2025Q2: 14,503 shares; 2025Q3: 14,503 shares; 2025Q4: 14,478 shares; 2026Q1: 14,477 shares; 2026Q2: 14,477 shares 14,477 $2.29M 0.86% 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: 16,910 shares; 2024Q4: 16,910 shares; 2025Q1: 20,770 shares; 2025Q2: 20,770 shares; 2025Q3: 20,770 shares; 2025Q4: 26,325 shares; 2026Q1: 27,260 shares; 2026Q2: 27,260 shares 27,260 $2.28M 0.85% 0 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: 45,585 shares; 2024Q4: 32,505 shares; 2025Q1: 40,450 shares; 2025Q2: 40,450 shares; 2025Q3: 40,450 shares; 2025Q4: 40,406 shares; 2026Q1: 58,884 shares; 2026Q2: 58,884 shares 58,884 $2.17M 0.81% 0 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: 26,960 shares; 2024Q4: 26,960 shares; 2025Q1: 36,323 shares; 2025Q2: 36,307 shares; 2025Q3: 36,307 shares; 2025Q4: 57,305 shares; 2026Q1: 75,971 shares; 2026Q2: 77,040 shares 77,040 $2.13M 0.8% +1,069 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,355 shares; 2024Q4: 42,315 shares; 2025Q1: 34,930 shares; 2025Q2: 34,930 shares; 2025Q3: 34,684 shares; 2025Q4: 50,991 shares; 2026Q1: 37,014 shares; 2026Q2: 39,317 shares 39,317 $2.04M 0.76% +2,303 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: 58,870 shares; 2024Q4: 51,295 shares; 2025Q1: 51,295 shares; 2025Q2: 51,295 shares; 2025Q3: 51,295 shares; 2025Q4: 50,972 shares; 2026Q1: 50,911 shares; 2026Q2: 50,911 shares 50,911 $2.02M 0.76% 0 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 reported; 2024Q4: not reported; 2025Q1: 10,811 shares; 2025Q2: 10,853 shares; 2025Q3: 10,862 shares; 2025Q4: 10,853 shares; 2026Q1: 23,045 shares; 2026Q2: 23,426 shares 23,426 $1.94M 0.73% +381 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: 6,155 shares; 2024Q4: 5,850 shares; 2025Q1: 4,868 shares; 2025Q2: 4,868 shares; 2025Q3: 4,577 shares; 2025Q4: 5,288 shares; 2026Q1: 19,300 shares; 2026Q2: 22,308 shares 22,308 $1.8M 0.67% +3,008 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,886 shares; 2024Q4: 35,051 shares; 2025Q1: 30,467 shares; 2025Q2: 30,467 shares; 2025Q3: 30,466 shares; 2025Q4: 30,214 shares; 2026Q1: 30,214 shares; 2026Q2: 30,132 shares 30,132 $1.74M 0.65% -82 Timeline VXF 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: 6,570 shares; 2024Q4: 6,150 shares; 2025Q1: 6,150 shares; 2025Q2: 6,150 shares; 2025Q3: 6,150 shares; 2025Q4: 6,150 shares; 2026Q1: 6,150 shares; 2026Q2: 6,150 shares 6,150 $1.51M 0.57% 0 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,511 shares; 2024Q4: 9,511 shares; 2025Q1: 9,507 shares; 2025Q2: 9,507 shares; 2025Q3: 9,507 shares; 2025Q4: 9,470 shares; 2026Q1: 9,470 shares; 2026Q2: 9,470 shares 9,470 $1.49M 0.56% 0 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,840 shares; 2024Q4: 1,515 shares; 2025Q1: 1,993 shares; 2025Q2: 1,993 shares; 2025Q3: 1,993 shares; 2025Q4: 1,984 shares; 2026Q1: 1,984 shares; 2026Q2: 1,984 shares 1,984 $1.4M 0.52% 0 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,165 shares; 2024Q4: 14,485 shares; 2025Q1: 17,419 shares; 2025Q2: 17,419 shares; 2025Q3: 17,754 shares; 2025Q4: 17,864 shares; 2026Q1: 17,765 shares; 2026Q2: 17,765 shares 17,765 $1.37M 0.51% 0 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: 5,897 shares; 2024Q4: 5,667 shares; 2025Q1: 5,655 shares; 2025Q2: 7,686 shares; 2025Q3: 6,752 shares; 2025Q4: 6,743 shares; 2026Q1: 6,755 shares; 2026Q2: 6,829 shares 6,829 $1.37M 0.51% +74 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: 2,146 shares; 2024Q4: 2,146 shares; 2025Q1: 2,145 shares; 2025Q2: 2,323 shares; 2025Q3: 2,257 shares; 2025Q4: 2,254 shares; 2026Q1: 2,267 shares; 2026Q2: 2,275 shares 2,275 $1.28M 0.48% +8 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: 19,943 shares; 2024Q4: 19,943 shares; 2025Q1: 18,526 shares; 2025Q2: 18,526 shares; 2025Q3: 18,526 shares; 2025Q4: 18,276 shares; 2026Q1: 33,624 shares; 2026Q2: 33,374 shares 33,374 $1.21M 0.45% -250 Timeline BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,894 shares; 2024Q4: 16,321 shares; 2025Q1: 36,088 shares; 2025Q2: 36,314 shares; 2025Q3: 35,188 shares; 2025Q4: 35,325 shares; 2026Q1: 41,153 shares; 2026Q2: 35,652 shares 35,652 $1.14M 0.43% -5,501 Timeline JMUB 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,100 shares; 2026Q2: 22,174 shares 22,174 $1.12M 0.42% +74 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: 36,210 shares; 2024Q4: 36,210 shares; 2025Q1: 36,210 shares; 2025Q2: 36,210 shares; 2025Q3: 36,210 shares; 2025Q4: 36,210 shares; 2026Q1: 36,210 shares; 2026Q2: 37,624 shares 37,624 $1.11M 0.41% +1,414 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: 24,681 shares; 2024Q4: 26,817 shares; 2025Q1: 30,599 shares; 2025Q2: 30,996 shares; 2025Q3: 31,214 shares; 2025Q4: 56,057 shares; 2026Q1: 48,289 shares; 2026Q2: 42,640 shares 42,640 $1.08M 0.41% -5,649 Timeline NZF NUVEEN MUN CR INCOME FD More: the full row for NUVEEN MUN CR INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 79,425 shares; 2024Q4: 64,150 shares; 2025Q1: 85,039 shares; 2025Q2: 85,039 shares; 2025Q3: 84,414 shares; 2025Q4: 88,733 shares; 2026Q1: 87,495 shares; 2026Q2: 84,603 shares 84,603 $1.07M 0.4% -2,892 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: 38,047 shares; 2024Q4: 38,209 shares; 2025Q1: 41,917 shares; 2025Q2: 42,079 shares; 2025Q3: 40,513 shares; 2025Q4: 40,553 shares; 2026Q1: 37,597 shares; 2026Q2: 37,005 shares 37,005 $1.07M 0.4% -592 Timeline CAM AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS 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: 39,332 shares; 2026Q2: 39,332 shares 39,332 $990K 0.37% 0 Timeline CMF 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: 40,123 shares; 2026Q1: not reported; 2026Q2: 17,117 shares 17,117 $987K 0.37% new 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: 3,350 shares; 2024Q4: 3,350 shares; 2025Q1: 3,308 shares; 2025Q2: 3,983 shares; 2025Q3: 3,779 shares; 2025Q4: 3,785 shares; 2026Q1: 3,807 shares; 2026Q2: 3,854 shares 3,854 $919K 0.34% +47 Timeline IBHF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 181,782 shares; 2024Q4: 158,159 shares; 2025Q1: 171,759 shares; 2025Q2: 177,871 shares; 2025Q3: 193,462 shares; 2025Q4: 225,198 shares; 2026Q1: 137,023 shares; 2026Q2: 39,502 shares 39,502 $895K 0.34% -97,521 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: 3,211 shares; 2024Q4: 3,547 shares; 2025Q1: 2,471 shares; 2025Q2: 2,471 shares; 2025Q3: 2,471 shares; 2025Q4: 2,471 shares; 2026Q1: 2,471 shares; 2026Q2: 2,471 shares 2,471 $850K 0.32% 0 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: 10,560 shares; 2024Q4: 10,560 shares; 2025Q1: 13,151 shares; 2025Q2: 13,151 shares; 2025Q3: 13,151 shares; 2025Q4: 13,151 shares; 2026Q1: 24,168 shares; 2026Q2: 24,168 shares 24,168 $841K 0.32% 0 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,906 shares; 2025Q2: 1,906 shares; 2025Q3: 1,906 shares; 2025Q4: 1,906 shares; 2026Q1: 9,530 shares; 2026Q2: 9,530 shares 9,530 $838K 0.31% 0 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,913 shares; 2025Q2: 7,932 shares; 2025Q3: 7,932 shares; 2025Q4: 10,408 shares; 2026Q1: 25,014 shares; 2026Q2: 24,793 shares 24,793 $786K 0.29% -221 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,493 shares; 2024Q4: 3,493 shares; 2025Q1: 3,434 shares; 2025Q2: 3,434 shares; 2025Q3: 3,314 shares; 2025Q4: 4,880 shares; 2026Q1: 3,299 shares; 2026Q2: 3,299 shares 3,299 $781K 0.29% 0 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares; 2026Q2: 1 shares 1 $749K 0.28% 0 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: 7,506 shares; 2024Q4: 7,483 shares; 2025Q1: 7,299 shares; 2025Q2: 7,234 shares; 2025Q3: 6,913 shares; 2025Q4: 6,913 shares; 2026Q1: 6,913 shares; 2026Q2: 6,913 shares 6,913 $744K 0.28% 0 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,107 shares; 2025Q2: 6,107 shares; 2025Q3: 6,107 shares; 2025Q4: 6,047 shares; 2026Q1: 6,047 shares; 2026Q2: 6,047 shares 6,047 $734K 0.27% 0 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: 744 shares; 2024Q4: 1,130 shares; 2025Q1: 852 shares; 2025Q2: 852 shares; 2025Q3: 922 shares; 2025Q4: 922 shares; 2026Q1: 938 shares; 2026Q2: 963 shares 963 $719K 0.27% +25 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,300 shares; 2024Q4: 13,300 shares; 2025Q1: 15,811 shares; 2025Q2: 15,811 shares; 2025Q3: 15,811 shares; 2025Q4: 15,688 shares; 2026Q1: 13,788 shares; 2026Q2: 13,788 shares 13,788 $715K 0.27% 0 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,982 shares; 2024Q4: 6,982 shares; 2025Q1: 6,378 shares; 2025Q2: 6,382 shares; 2025Q3: 4,912 shares; 2025Q4: 4,912 shares; 2026Q1: 6,535 shares; 2026Q2: 6,657 shares 6,657 $709K 0.27% +122 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: 1,695 shares; 2024Q4: 1,695 shares; 2025Q1: 1,617 shares; 2025Q2: 1,617 shares; 2025Q3: 1,502 shares; 2025Q4: 3,231 shares; 2026Q1: 2,284 shares; 2026Q2: 2,284 shares 2,284 $692K 0.26% 0 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,086 shares; 2026Q1: 1,874 shares; 2026Q2: 2,216 shares 2,216 $671K 0.25% +342 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: 26,597 shares; 2024Q4: 28,077 shares; 2025Q1: 15,683 shares; 2025Q2: 16,241 shares; 2025Q3: 16,780 shares; 2025Q4: 19,930 shares; 2026Q1: 18,054 shares; 2026Q2: 13,273 shares 13,273 $671K 0.25% -4,781 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: 3,130 shares; 2025Q2: 3,130 shares; 2025Q3: 3,130 shares; 2025Q4: 3,130 shares; 2026Q1: 5,018 shares; 2026Q2: 7,775 shares 7,775 $665K 0.25% +2,757 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: 1,295 shares; 2024Q4: 1,275 shares; 2025Q1: 1,353 shares; 2025Q2: 1,837 shares; 2025Q3: 1,628 shares; 2025Q4: 1,626 shares; 2026Q1: 1,620 shares; 2026Q2: 1,664 shares 1,664 $629K 0.24% +44 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: 9,735 shares; 2024Q4: 8,748 shares; 2025Q1: 7,678 shares; 2025Q2: 7,678 shares; 2025Q3: 6,394 shares; 2025Q4: 6,424 shares; 2026Q1: 6,394 shares; 2026Q2: 6,394 shares 6,394 $617K 0.23% 0 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: 14,397 shares; 2024Q4: 16,334 shares; 2025Q1: 20,557 shares; 2025Q2: 21,309 shares; 2025Q3: 20,875 shares; 2025Q4: 28,676 shares; 2026Q1: 25,835 shares; 2026Q2: 23,867 shares 23,867 $611K 0.23% -1,968 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,631 shares; 2026Q2: 4,631 shares 4,631 $592K 0.22% 0 Timeline PZA 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: 25,142 shares; 2026Q2: 25,142 shares 25,142 $591K 0.22% 0 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,526 shares; 2026Q2: 6,956 shares 6,956 $575K 0.22% +2,430 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: 485 shares 485 $560K 0.21% new 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: 1,556 shares; 2024Q4: 1,545 shares; 2025Q1: 1,574 shares; 2025Q2: 1,791 shares; 2025Q3: 1,570 shares; 2025Q4: 1,570 shares; 2026Q1: 1,520 shares; 2026Q2: 1,558 shares 1,558 $557K 0.21% +38 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,620 shares; 2024Q4: 3,620 shares; 2025Q1: 3,620 shares; 2025Q2: 3,620 shares; 2025Q3: 3,620 shares; 2025Q4: 3,620 shares; 2026Q1: 3,620 shares; 2026Q2: 3,620 shares 3,620 $530K 0.2% 0 Timeline VTWG 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: 2,065 shares; 2024Q4: 2,065 shares; 2025Q1: 2,065 shares; 2025Q2: 2,065 shares; 2025Q3: 2,065 shares; 2025Q4: 1,814 shares; 2026Q1: 1,814 shares; 2026Q2: 1,814 shares 1,814 $522K 0.2% 0 Timeline VBK 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: 1,401 shares; 2026Q2: 1,401 shares 1,401 $512K 0.19% 0 Timeline BSJQ 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: 22,250 shares; 2024Q4: 23,315 shares; 2025Q1: 22,250 shares; 2025Q2: 22,250 shares; 2025Q3: 22,250 shares; 2025Q4: 22,250 shares; 2026Q1: 21,800 shares; 2026Q2: 21,800 shares 21,800 $500K 0.19% 0 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: not reported; 2024Q4: not reported; 2025Q1: 2,510 shares; 2025Q2: 2,510 shares; 2025Q3: 2,510 shares; 2025Q4: 2,510 shares; 2026Q1: 2,510 shares; 2026Q2: 2,510 shares 2,510 $472K 0.18% 0 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: 1,105 shares; 2024Q4: 943 shares; 2025Q1: 941 shares; 2025Q2: 1,025 shares; 2025Q3: 1,055 shares; 2025Q4: 1,056 shares; 2026Q1: 1,068 shares; 2026Q2: 1,079 shares 1,079 $454K 0.17% +11 Timeline PGX 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: 22,540 shares; 2024Q4: 25,207 shares; 2025Q1: 30,634 shares; 2025Q2: 30,634 shares; 2025Q3: 29,272 shares; 2025Q4: 29,272 shares; 2026Q1: 34,527 shares; 2026Q2: 41,067 shares 41,067 $445K 0.17% +6,540 Timeline SCMB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,120 shares; 2024Q4: 11,120 shares; 2025Q1: 17,981 shares; 2025Q2: 17,981 shares; 2025Q3: 17,981 shares; 2025Q4: 17,981 shares; 2026Q1: 16,819 shares; 2026Q2: 16,819 shares 16,819 $434K 0.16% 0 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: 114,056 shares; 2024Q4: 106,707 shares; 2025Q1: 110,795 shares; 2025Q2: 114,694 shares; 2025Q3: 123,416 shares; 2025Q4: 145,656 shares; 2026Q1: 88,149 shares; 2026Q2: 17,826 shares 17,826 $432K 0.16% -70,323 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,974 shares; 2024Q4: 1,974 shares; 2025Q1: 1,974 shares; 2025Q2: 1,974 shares; 2025Q3: 1,994 shares; 2025Q4: 1,981 shares; 2026Q1: 1,976 shares; 2026Q2: 2,000 shares 2,000 $426K 0.16% +24 Timeline EZBC FRANKLIN TEMPLETON DIGITAL H More: the full row for FRANKLIN TEMPLETON DIGITAL H Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,500 shares; 2025Q2: 12,500 shares; 2025Q3: 12,500 shares; 2025Q4: 12,500 shares; 2026Q1: 12,500 shares; 2026Q2: 12,500 shares 12,500 $424K 0.16% 0 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: not reported; 2024Q4: not reported; 2025Q1: 3,772 shares; 2025Q2: 3,772 shares; 2025Q3: 3,772 shares; 2025Q4: 3,772 shares; 2026Q1: 3,772 shares; 2026Q2: 3,772 shares 3,772 $415K 0.16% 0 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: 100,789 shares; 2024Q4: 94,863 shares; 2025Q1: 99,508 shares; 2025Q2: 103,539 shares; 2025Q3: 112,309 shares; 2025Q4: 136,160 shares; 2026Q1: 82,587 shares; 2026Q2: 16,011 shares 16,011 $404K 0.15% -66,576 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: 1,486 shares; 2024Q4: 1,486 shares; 2025Q1: 1,486 shares; 2025Q2: 1,539 shares; 2025Q3: 1,561 shares; 2025Q4: 1,563 shares; 2026Q1: 1,563 shares; 2026Q2: 1,567 shares 1,567 $394K 0.15% +4 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,580 shares; 2026Q2: 11,017 shares 11,017 $373K 0.14% +4,437 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 502 shares; 2026Q2: 507 shares 507 $367K 0.14% +5 Timeline ITM 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 reported; 2024Q4: not reported; 2025Q1: 7,381 shares; 2025Q2: 7,381 shares; 2025Q3: 7,381 shares; 2025Q4: 7,381 shares; 2026Q1: 7,381 shares; 2026Q2: 7,381 shares 7,381 $347K 0.13% 0 Timeline FTCA PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 45,419 shares; 2026Q2: 45,419 shares 45,419 $337K 0.13% 0 Timeline BSMS 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: 16,785 shares; 2024Q4: 16,785 shares; 2025Q1: 16,785 shares; 2025Q2: 16,785 shares; 2025Q3: 16,785 shares; 2025Q4: 16,878 shares; 2026Q1: 14,285 shares; 2026Q2: 14,285 shares 14,285 $335K 0.13% 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: 2,442 shares; 2024Q4: 2,442 shares; 2025Q1: 2,167 shares; 2025Q2: 2,627 shares; 2025Q3: 2,687 shares; 2025Q4: 2,692 shares; 2026Q1: 2,682 shares; 2026Q2: 2,222 shares 2,222 $330K 0.12% -460 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,952 shares; 2024Q4: 3,952 shares; 2025Q1: 3,847 shares; 2025Q2: 3,783 shares; 2025Q3: 3,783 shares; 2025Q4: 3,783 shares; 2026Q1: 3,783 shares; 2026Q2: 3,738 shares 3,738 $328K 0.12% -45 Timeline DGS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,718 shares; 2024Q4: 5,178 shares; 2025Q1: 5,178 shares; 2025Q2: 5,178 shares; 2025Q3: 5,178 shares; 2025Q4: 5,118 shares; 2026Q1: 4,980 shares; 2026Q2: 4,980 shares 4,980 $322K 0.12% 0 Timeline MLPA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,788 shares; 2024Q4: 4,788 shares; 2025Q1: 4,603 shares; 2025Q2: 4,188 shares; 2025Q3: 4,188 shares; 2025Q4: 5,883 shares; 2026Q1: 5,883 shares; 2026Q2: 5,883 shares 5,883 $312K 0.12% 0 Timeline BSMT 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: 23,966 shares; 2024Q4: 15,626 shares; 2025Q1: 14,667 shares; 2025Q2: 14,667 shares; 2025Q3: 14,667 shares; 2025Q4: 14,667 shares; 2026Q1: 12,961 shares; 2026Q2: 12,961 shares 12,961 $298K 0.11% 0 Timeline MMCA NYLIM ACTIVE ETF TR More: the full row for NYLIM ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 48,891 shares; 2026Q1: not reported; 2026Q2: 13,445 shares 13,445 $293K 0.11% 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 819 shares; 2026Q1: 824 shares; 2026Q2: 827 shares 827 $292K 0.11% +3 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: 19,478 shares; 2024Q4: 11,956 shares; 2025Q1: 12,751 shares; 2025Q2: 12,751 shares; 2025Q3: 12,751 shares; 2025Q4: 12,346 shares; 2026Q1: 12,289 shares; 2026Q2: 12,289 shares 12,289 $291K 0.11% 0 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,955 shares; 2024Q4: 1,947 shares; 2025Q1: 1,949 shares; 2025Q2: 1,992 shares; 2025Q3: 1,854 shares; 2025Q4: 1,832 shares; 2026Q1: 1,854 shares; 2026Q2: 1,814 shares 1,814 $284K 0.11% -40 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 670 shares; 2025Q3: 670 shares; 2025Q4: 623 shares; 2026Q1: 546 shares; 2026Q2: 2,184 shares 2,184 $271K 0.1% +1,638 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 624 shares 624 $270K 0.1% new Timeline DFAT 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: 3,868 shares; 2024Q4: 3,868 shares; 2025Q1: not reported; 2025Q2: 3,868 shares; 2025Q3: 3,868 shares; 2025Q4: 3,868 shares; 2026Q1: 3,868 shares; 2026Q2: 3,868 shares 3,868 $270K 0.1% 0 Timeline IBMO 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: 14,822 shares; 2026Q1: 10,731 shares; 2026Q2: 9,715 shares 9,715 $249K 0.09% -1,016 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,552 shares; 2026Q2: 2,552 shares 2,552 $246K 0.09% 0 Timeline PWZ 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: 25,990 shares; 2026Q1: not reported; 2026Q2: 9,824 shares 9,824 $241K 0.09% new Timeline EWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,235 shares; 2025Q3: 3,235 shares; 2025Q4: 3,235 shares; 2026Q1: 3,235 shares; 2026Q2: 3,235 shares 3,235 $240K 0.09% 0 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,049 shares; 2024Q4: 10,989 shares; 2025Q1: 9,830 shares; 2025Q2: 10,554 shares; 2025Q3: 9,872 shares; 2025Q4: 9,963 shares; 2026Q1: 9,945 shares; 2026Q2: 9,750 shares 9,750 $239K 0.09% -195 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,388 shares; 2024Q4: 2,388 shares; 2025Q1: 2,375 shares; 2025Q2: 2,678 shares; 2025Q3: 2,474 shares; 2025Q4: 2,227 shares; 2026Q1: 2,227 shares; 2026Q2: 2,227 shares 2,227 $232K 0.09% 0 Timeline IGSB 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: 4,257 shares 4,257 $223K 0.08% new Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,869 shares 1,869 $220K 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: 197 shares; 2026Q1: not reported; 2026Q2: 183 shares 183 $219K 0.08% new Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 802 shares; 2026Q1: 802 shares; 2026Q2: 802 shares 802 $219K 0.08% 0 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 867 shares 867 $219K 0.08% new Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 941 shares 941 $210K 0.08% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,438 shares; 2026Q1: 10,649 shares; 2026Q2: 8,249 shares 8,249 $210K 0.08% -2,400 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,233 shares; 2026Q2: 2,644 shares 2,644 $209K 0.08% -1,589 Timeline GATX GATX CORP More: the full row for GATX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,159 shares; 2025Q4: not reported; 2026Q1: 1,159 shares; 2026Q2: 1,159 shares 1,159 $205K 0.08% 0 Timeline IWV 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: 476 shares 476 $203K 0.08% new Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,317 shares 6,317 $202K 0.08% new Timeline NMZ NUVEEN MUN HIGH INCOME OPPOR More: the full row for NUVEEN MUN HIGH INCOME OPPOR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,718 shares; 2024Q4: 23,066 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27,413 shares; 2026Q1: 20,119 shares; 2026Q2: 16,905 shares 16,905 $179K 0.07% -3,214 Timeline MSBT MORGAN STANLEY BITCOIN TR More: the full row for MORGAN STANLEY BITCOIN TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,506 shares 10,506 $177K 0.07% new Timeline