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: 132,653 shares; 2024Q4: 131,496 shares; 2025Q1: 131,921 shares; 2025Q2: 124,459 shares; 2025Q3: 126,166 shares; 2025Q4: 126,064 shares; 2026Q1: 125,749 shares; 2026Q2: 122,978 shares 122,978 $84.5M 13.86% -2,771 Timeline FLXR TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 459,505 shares; 2025Q2: 757,595 shares; 2025Q3: 834,325 shares; 2025Q4: 926,037 shares; 2026Q1: 1,124,349 shares; 2026Q2: 1,271,353 shares 1,271,353 $49.8M 8.18% +147,004 Timeline BIV 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: 496,200 shares; 2024Q4: 527,836 shares; 2025Q1: 574,692 shares; 2025Q2: 583,192 shares; 2025Q3: 608,262 shares; 2025Q4: 595,914 shares; 2026Q1: 606,080 shares; 2026Q2: 626,906 shares 626,906 $48.1M 7.89% +20,826 Timeline DFSI 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: 583,324 shares; 2024Q4: 640,886 shares; 2025Q1: 673,835 shares; 2025Q2: 694,253 shares; 2025Q3: 704,936 shares; 2025Q4: 741,881 shares; 2026Q1: 759,106 shares; 2026Q2: 767,312 shares 767,312 $34.6M 5.68% +8,206 Timeline JIRE 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: 43,980 shares; 2025Q1: 302,699 shares; 2025Q2: 326,329 shares; 2025Q3: 349,065 shares; 2025Q4: 367,367 shares; 2026Q1: 390,783 shares; 2026Q2: 396,161 shares 396,161 $32.7M 5.36% +5,378 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: 55,566 shares; 2024Q4: 59,437 shares; 2025Q1: 58,623 shares; 2025Q2: not reported; 2025Q3: 56,667 shares; 2025Q4: 58,682 shares; 2026Q1: 60,967 shares; 2026Q2: 358,024 shares 358,024 $30.8M 5.06% +297,057 Timeline NBSD NEUBERGER BERMAN ETF TRUST More: the full row for NEUBERGER BERMAN 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: 449,307 shares; 2026Q2: 493,314 shares 493,314 $24.9M 4.09% +44,007 Timeline IVOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 136,608 shares; 2024Q4: 156,625 shares; 2025Q1: 191,464 shares; 2025Q2: 145,797 shares; 2025Q3: 155,178 shares; 2025Q4: 162,744 shares; 2026Q1: 176,517 shares; 2026Q2: 182,027 shares 182,027 $23.7M 3.89% +5,510 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: 58,739 shares; 2024Q4: 114,999 shares; 2025Q1: 56,237 shares; 2025Q2: 51,477 shares; 2025Q3: 52,442 shares; 2025Q4: 40,523 shares; 2026Q1: 38,164 shares; 2026Q2: 33,904 shares 33,904 $19.1M 3.13% -4,260 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 50,215 shares; 2026Q1: 277,032 shares; 2026Q2: 308,267 shares 308,267 $18.7M 3.07% +31,235 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: 124,233 shares; 2024Q4: 125,493 shares; 2025Q1: 131,209 shares; 2025Q2: 112,436 shares; 2025Q3: 115,766 shares; 2025Q4: 117,769 shares; 2026Q1: 122,979 shares; 2026Q2: 122,631 shares 122,631 $18.2M 2.98% -348 Timeline MUNY VANGUARD NY TAX FREE FDS More: the full row for VANGUARD NY 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: 119,121 shares; 2025Q3: 129,166 shares; 2025Q4: 131,987 shares; 2026Q1: 149,626 shares; 2026Q2: 170,398 shares 170,398 $17.7M 2.91% +20,772 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 106,118 shares; 2024Q4: 102,385 shares; 2025Q1: 102,576 shares; 2025Q2: 98,133 shares; 2025Q3: 93,843 shares; 2025Q4: 92,853 shares; 2026Q1: 91,578 shares; 2026Q2: 90,492 shares 90,492 $12.9M 2.11% -1,086 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: 136,526 shares; 2024Q4: 132,467 shares; 2025Q1: 127,135 shares; 2025Q2: 120,181 shares; 2025Q3: 116,157 shares; 2025Q4: 108,113 shares; 2026Q1: 81,308 shares; 2026Q2: 77,743 shares 77,743 $12.3M 2.02% -3,565 Timeline BGRN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 342,416 shares; 2024Q4: 345,030 shares; 2025Q1: 369,746 shares; 2025Q2: 253,244 shares; 2025Q3: 265,364 shares; 2025Q4: 254,269 shares; 2026Q1: 248,407 shares; 2026Q2: 254,794 shares 254,794 $12.1M 1.98% +6,387 Timeline SUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 364,154 shares; 2024Q4: 362,771 shares; 2025Q1: 403,423 shares; 2025Q2: 393,692 shares; 2025Q3: 410,650 shares; 2025Q4: 414,014 shares; 2026Q1: 404,435 shares; 2026Q2: 410,670 shares 410,670 $10.3M 1.68% +6,235 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: 2,210 shares; 2024Q4: 2,140 shares; 2025Q1: 2,142 shares; 2025Q2: 26,890 shares; 2025Q3: 26,890 shares; 2025Q4: 26,301 shares; 2026Q1: 25,319 shares; 2026Q2: 101,619 shares 101,619 $8.19M 1.34% +76,300 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 74,088 shares; 2024Q4: 75,162 shares; 2025Q1: 70,520 shares; 2025Q2: 68,512 shares; 2025Q3: 68,777 shares; 2025Q4: 68,239 shares; 2026Q1: 67,602 shares; 2026Q2: 66,909 shares 66,909 $7.83M 1.29% -693 Timeline FSMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 73,565 shares; 2024Q4: 90,835 shares; 2025Q1: 135,810 shares; 2025Q2: 133,797 shares; 2025Q3: 147,855 shares; 2025Q4: 161,251 shares; 2026Q1: 357,351 shares; 2026Q2: 357,852 shares 357,852 $7.15M 1.17% +501 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: 12,553 shares; 2024Q4: 44,460 shares; 2025Q1: 30,917 shares; 2025Q2: 28,936 shares; 2025Q3: 30,309 shares; 2025Q4: 31,477 shares; 2026Q1: 34,999 shares; 2026Q2: 35,686 shares 35,686 $7.14M 1.17% +687 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: 18,552 shares; 2024Q4: 23,881 shares; 2025Q1: 17,553 shares; 2025Q2: 17,736 shares; 2025Q3: 19,914 shares; 2025Q4: 22,539 shares; 2026Q1: 22,434 shares; 2026Q2: 24,265 shares 24,265 $7.02M 1.15% +1,831 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,708 shares; 2024Q4: 23,806 shares; 2025Q1: 22,719 shares; 2025Q2: 21,037 shares; 2025Q3: 21,473 shares; 2025Q4: 21,611 shares; 2026Q1: 23,679 shares; 2026Q2: 23,616 shares 23,616 $6.03M 0.99% -63 Timeline VCEB 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: 32,948 shares; 2025Q4: 47,840 shares; 2026Q1: 70,682 shares; 2026Q2: 88,722 shares 88,722 $5.57M 0.91% +18,040 Timeline VONE 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: 16,051 shares; 2025Q3: 15,889 shares; 2025Q4: 15,860 shares; 2026Q1: 14,010 shares; 2026Q2: 16,268 shares 16,268 $5.51M 0.9% +2,258 Timeline DFSE 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: 121,743 shares; 2024Q4: 120,557 shares; 2025Q1: 119,335 shares; 2025Q2: not reported; 2025Q3: 107,165 shares; 2025Q4: 107,308 shares; 2026Q1: 104,993 shares; 2026Q2: 109,210 shares 109,210 $5.34M 0.88% +4,217 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: 12,337 shares; 2024Q4: 11,553 shares; 2025Q1: 11,868 shares; 2025Q2: 13,496 shares; 2025Q3: 14,035 shares; 2025Q4: 15,387 shares; 2026Q1: 15,604 shares; 2026Q2: 13,031 shares 13,031 $4.82M 0.79% -2,573 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: 12,552 shares; 2024Q4: 15,888 shares; 2025Q1: 12,276 shares; 2025Q2: 14,527 shares; 2025Q3: 13,030 shares; 2025Q4: 10,909 shares; 2026Q1: 11,115 shares; 2026Q2: 11,951 shares 11,951 $4.27M 0.7% +836 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: 1,759 shares; 2024Q4: 1,573 shares; 2025Q1: not reported; 2025Q2: 19,059 shares; 2025Q3: 19,189 shares; 2025Q4: 19,305 shares; 2026Q1: 18,286 shares; 2026Q2: 17,870 shares 17,870 $3.89M 0.64% -416 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: 12,385 shares; 2024Q4: 16,345 shares; 2025Q1: 16,309 shares; 2025Q2: 21,301 shares; 2025Q3: 25,665 shares; 2025Q4: 30,888 shares; 2026Q1: 35,724 shares; 2026Q2: 35,514 shares 35,514 $3.82M 0.63% -210 Timeline DFLV 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: 314,666 shares; 2024Q4: 373,443 shares; 2025Q1: 414,651 shares; 2025Q2: 351,879 shares; 2025Q3: 382,055 shares; 2025Q4: 362,504 shares; 2026Q1: 117,957 shares; 2026Q2: 93,491 shares 93,491 $3.7M 0.61% -24,466 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: not reported; 2025Q2: 6,557 shares; 2025Q3: 6,415 shares; 2025Q4: 6,415 shares; 2026Q1: 5,927 shares; 2026Q2: 37,925 shares 37,925 $3.33M 0.55% +31,998 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,359 shares; 2024Q4: 13,170 shares; 2025Q1: 13,936 shares; 2025Q2: 13,732 shares; 2025Q3: 13,776 shares; 2025Q4: 13,816 shares; 2026Q1: 13,859 shares; 2026Q2: 14,374 shares 14,374 $3.06M 0.5% +515 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,838 shares; 2024Q4: 56,649 shares; 2025Q1: 56,484 shares; 2025Q2: 54,456 shares; 2025Q3: 52,914 shares; 2025Q4: 53,980 shares; 2026Q1: 53,017 shares; 2026Q2: 52,825 shares 52,825 $2.95M 0.48% -192 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: not reported; 2025Q2: 25,882 shares; 2025Q3: 25,882 shares; 2025Q4: 25,882 shares; 2026Q1: 25,882 shares; 2026Q2: 24,073 shares 24,073 $2.92M 0.48% -1,809 Timeline XJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 84,538 shares; 2024Q4: 95,177 shares; 2025Q1: 94,870 shares; 2025Q2: 56,138 shares; 2025Q3: 50,173 shares; 2025Q4: 51,796 shares; 2026Q1: 52,525 shares; 2026Q2: 52,629 shares 52,629 $2.74M 0.45% +104 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: 3,279 shares; 2024Q4: 4,323 shares; 2025Q1: 4,083 shares; 2025Q2: 3,945 shares; 2025Q3: 3,899 shares; 2025Q4: 3,713 shares; 2026Q1: 3,643 shares; 2026Q2: 3,426 shares 3,426 $2.57M 0.42% -217 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: 53,712 shares; 2024Q4: 44,077 shares; 2025Q1: 44,535 shares; 2025Q2: 45,349 shares; 2025Q3: 45,658 shares; 2025Q4: 48,064 shares; 2026Q1: 40,622 shares; 2026Q2: 41,917 shares 41,917 $2.5M 0.41% +1,295 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: 5,431 shares; 2024Q4: 9,360 shares; 2025Q1: 5,129 shares; 2025Q2: 4,514 shares; 2025Q3: 6,508 shares; 2025Q4: 6,739 shares; 2026Q1: 6,577 shares; 2026Q2: 6,452 shares 6,452 $2.41M 0.39% -125 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: 9,992 shares; 2024Q4: 16,373 shares; 2025Q1: 10,128 shares; 2025Q2: 20,670 shares; 2025Q3: 11,308 shares; 2025Q4: 8,661 shares; 2026Q1: 8,773 shares; 2026Q2: 9,829 shares 9,829 $2.34M 0.38% +1,056 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: 4,808 shares; 2024Q4: 6,081 shares; 2025Q1: 5,041 shares; 2025Q2: 5,445 shares; 2025Q3: 4,771 shares; 2025Q4: 5,261 shares; 2026Q1: 5,054 shares; 2026Q2: 5,171 shares 5,171 $1.83M 0.3% +117 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,634 shares; 2024Q4: 51,845 shares; 2025Q1: 51,542 shares; 2025Q2: 51,179 shares; 2025Q3: 48,244 shares; 2025Q4: 42,353 shares; 2026Q1: 35,690 shares; 2026Q2: 30,552 shares 30,552 $1.68M 0.28% -5,138 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: 2,659 shares; 2024Q4: 3,335 shares; 2025Q1: 2,822 shares; 2025Q2: 2,904 shares; 2025Q3: 3,024 shares; 2025Q4: 2,925 shares; 2026Q1: 2,860 shares; 2026Q2: 3,244 shares 3,244 $1.62M 0.27% +384 Timeline NYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 106,045 shares; 2024Q4: 121,705 shares; 2025Q1: 181,125 shares; 2025Q2: 45,343 shares; 2025Q3: 40,033 shares; 2025Q4: 40,033 shares; 2026Q1: 28,660 shares; 2026Q2: 28,660 shares 28,660 $1.54M 0.25% 0 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: 2,099 shares; 2024Q4: 4,252 shares; 2025Q1: 2,583 shares; 2025Q2: 2,808 shares; 2025Q3: 3,159 shares; 2025Q4: 3,198 shares; 2026Q1: 3,371 shares; 2026Q2: 3,777 shares 3,777 $1.43M 0.23% +406 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: 2,241 shares; 2024Q4: 685 shares; 2025Q1: 651 shares; 2025Q2: 651 shares; 2025Q3: 651 shares; 2025Q4: 651 shares; 2026Q1: 589 shares; 2026Q2: 1,829 shares 1,829 $1.37M 0.22% +1,240 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: 2,546 shares; 2024Q4: 3,714 shares; 2025Q1: 2,756 shares; 2025Q2: 2,934 shares; 2025Q3: 3,358 shares; 2025Q4: 3,903 shares; 2026Q1: 3,938 shares; 2026Q2: 4,114 shares 4,114 $1.35M 0.22% +176 Timeline DFAC 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: 19,727 shares; 2024Q4: 14,876 shares; 2025Q1: 14,876 shares; 2025Q2: 14,876 shares; 2025Q3: 14,876 shares; 2025Q4: 32,895 shares; 2026Q1: 30,675 shares; 2026Q2: 28,692 shares 28,692 $1.27M 0.21% -1,983 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: 1,732 shares; 2024Q4: not reported; 2025Q1: 1,368 shares; 2025Q2: 1,463 shares; 2025Q3: 1,712 shares; 2025Q4: 1,722 shares; 2026Q1: 2,749 shares; 2026Q2: 4,716 shares 4,716 $1.2M 0.2% +1,967 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,400 shares; 2024Q4: 8,400 shares; 2025Q1: 8,400 shares; 2025Q2: 8,400 shares; 2025Q3: 8,400 shares; 2025Q4: 14,400 shares; 2026Q1: 14,400 shares; 2026Q2: 14,400 shares 14,400 $1.18M 0.19% 0 Timeline ESGD 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: 11,475 shares 11,475 $1.18M 0.19% new Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,600 shares; 2025Q4: 1,531 shares; 2026Q1: 3,451 shares; 2026Q2: 3,482 shares 3,482 $1.18M 0.19% +31 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: 3,710 shares; 2024Q4: 3,594 shares; 2025Q1: 3,536 shares; 2025Q2: 3,536 shares; 2025Q3: 3,469 shares; 2025Q4: 3,474 shares; 2026Q1: 3,440 shares; 2026Q2: 3,864 shares 3,864 $1.16M 0.19% +424 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 717 shares; 2024Q4: 880 shares; 2025Q1: 732 shares; 2025Q2: 742 shares; 2025Q3: 871 shares; 2025Q4: 1,077 shares; 2026Q1: 1,087 shares; 2026Q2: 1,111 shares 1,111 $1.12M 0.18% +24 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: 1,371 shares; 2025Q4: 1,655 shares; 2026Q1: 1,758 shares; 2026Q2: 1,926 shares 1,926 $1.12M 0.18% +168 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 42,671 shares; 2025Q3: 42,671 shares; 2025Q4: 42,671 shares; 2026Q1: 42,671 shares; 2026Q2: 42,330 shares 42,330 $1.09M 0.18% -341 Timeline TOUS T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,371 shares; 2025Q3: 20,371 shares; 2025Q4: 20,373 shares; 2026Q1: 20,372 shares; 2026Q2: 26,593 shares 26,593 $1.02M 0.17% +6,221 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: 555 shares; 2024Q4: 888 shares; 2025Q1: 670 shares; 2025Q2: 697 shares; 2025Q3: 726 shares; 2025Q4: 751 shares; 2026Q1: 761 shares; 2026Q2: 826 shares 826 $991K 0.16% +65 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,191 shares; 2024Q4: 1,694 shares; 2025Q1: 4,998 shares; 2025Q2: 3,925 shares; 2025Q3: 3,919 shares; 2025Q4: 3,937 shares; 2026Q1: 3,685 shares; 2026Q2: 3,651 shares 3,651 $987K 0.16% -34 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: 2,654 shares; 2024Q4: 3,328 shares; 2025Q1: 3,288 shares; 2025Q2: 3,471 shares; 2025Q3: 3,489 shares; 2025Q4: 3,505 shares; 2026Q1: 3,398 shares; 2026Q2: 3,446 shares 3,446 $969K 0.16% +48 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: 1,731 shares; 2024Q4: 1,731 shares; 2025Q1: 1,731 shares; 2025Q2: 1,731 shares; 2025Q3: 1,508 shares; 2025Q4: 1,499 shares; 2026Q1: 1,502 shares; 2026Q2: 7,586 shares 7,586 $942K 0.15% +6,084 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: 736 shares; 2026Q2: 805 shares 805 $929K 0.15% +69 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: 7,080 shares; 2024Q4: 21,240 shares; 2025Q1: 15,288 shares; 2025Q2: 15,288 shares; 2025Q3: 15,288 shares; 2025Q4: 30,634 shares; 2026Q1: 30,634 shares; 2026Q2: 30,634 shares 30,634 $902K 0.15% 0 Timeline FNDF 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: 16,654 shares; 2024Q4: 16,654 shares; 2025Q1: 16,654 shares; 2025Q2: 16,654 shares; 2025Q3: 16,654 shares; 2025Q4: 16,654 shares; 2026Q1: 16,654 shares; 2026Q2: 16,654 shares 16,654 $879K 0.14% 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: 1,015 shares; 2024Q4: 1,443 shares; 2025Q1: 1,021 shares; 2025Q2: 1,074 shares; 2025Q3: 2,257 shares; 2025Q4: 2,396 shares; 2026Q1: 2,209 shares; 2026Q2: 2,269 shares 2,269 $800K 0.13% +60 Timeline DFAI 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: 22,804 shares; 2024Q4: 22,804 shares; 2025Q1: 22,804 shares; 2025Q2: 18,901 shares; 2025Q3: 18,901 shares; 2025Q4: 18,901 shares; 2026Q1: 18,901 shares; 2026Q2: 18,429 shares 18,429 $760K 0.12% -472 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: 3,057 shares; 2024Q4: 2,795 shares; 2025Q1: 2,371 shares; 2025Q2: 2,385 shares; 2025Q3: 2,328 shares; 2025Q4: 2,328 shares; 2026Q1: 2,308 shares; 2026Q2: 2,308 shares 2,308 $700K 0.11% 0 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,751 shares 5,751 $687K 0.11% new Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,181 shares; 2025Q4: 1,223 shares; 2026Q1: 1,283 shares; 2026Q2: 1,493 shares 1,493 $647K 0.11% +210 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: 5,225 shares; 2024Q4: 5,185 shares; 2025Q1: 4,717 shares; 2025Q2: 4,717 shares; 2025Q3: 4,757 shares; 2025Q4: 4,717 shares; 2026Q1: 4,818 shares; 2026Q2: 4,675 shares 4,675 $643K 0.11% -143 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: 736 shares; 2025Q4: not reported; 2026Q1: 800 shares; 2026Q2: 876 shares 876 $633K 0.1% +76 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,433 shares; 2024Q4: 2,565 shares; 2025Q1: 2,452 shares; 2025Q2: 2,443 shares; 2025Q3: 2,468 shares; 2025Q4: 2,455 shares; 2026Q1: 2,491 shares; 2026Q2: 2,535 shares 2,535 $624K 0.1% +44 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: 1,572 shares; 2024Q4: 2,300 shares; 2025Q1: 1,270 shares; 2025Q2: 1,374 shares; 2025Q3: 1,384 shares; 2025Q4: 1,325 shares; 2026Q1: 1,324 shares; 2026Q2: 1,384 shares 1,384 $582K 0.1% +60 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,176 shares; 2025Q2: 1,215 shares; 2025Q3: 1,280 shares; 2025Q4: 1,407 shares; 2026Q1: 1,426 shares; 2026Q2: 1,503 shares 1,503 $562K 0.09% +77 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,910 shares; 2024Q4: 1,954 shares; 2025Q1: 1,967 shares; 2025Q2: 1,927 shares; 2025Q3: 1,943 shares; 2025Q4: 1,957 shares; 2026Q1: 2,486 shares; 2026Q2: 2,495 shares 2,495 $556K 0.09% +9 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: 219 shares; 2025Q2: 504 shares; 2025Q3: 518 shares; 2025Q4: 513 shares; 2026Q1: 547 shares; 2026Q2: 584 shares 584 $546K 0.09% +37 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: 718 shares; 2024Q4: 700 shares; 2025Q1: 700 shares; 2025Q2: 700 shares; 2025Q3: 700 shares; 2025Q4: 692 shares; 2026Q1: 709 shares; 2026Q2: 715 shares 715 $527K 0.09% +6 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 9,038 shares; 2025Q1: 7,938 shares; 2025Q2: 8,623 shares; 2025Q3: 8,270 shares; 2025Q4: 8,284 shares; 2026Q1: 8,279 shares; 2026Q2: 8,956 shares 8,956 $510K 0.08% +677 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,486 shares; 2024Q4: 9,486 shares; 2025Q1: 9,486 shares; 2025Q2: 9,486 shares; 2025Q3: 9,486 shares; 2025Q4: 9,486 shares; 2026Q1: 9,486 shares; 2026Q2: 9,486 shares 9,486 $467K 0.08% 0 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 138 shares; 2025Q4: not reported; 2026Q1: 145 shares; 2026Q2: 1,514 shares 1,514 $457K 0.07% +1,369 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 910 shares; 2025Q4: 933 shares; 2026Q1: 934 shares; 2026Q2: 944 shares 944 $451K 0.07% +10 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,213 shares 3,213 $449K 0.07% new Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,435 shares; 2024Q4: 2,750 shares; 2025Q1: 1,403 shares; 2025Q2: 1,402 shares; 2025Q3: 1,484 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,913 shares 2,913 $427K 0.07% new 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: not reported; 2024Q4: not reported; 2025Q1: 1,854 shares; 2025Q2: not reported; 2025Q3: 1,764 shares; 2025Q4: 2,499 shares; 2026Q1: 2,813 shares; 2026Q2: 2,895 shares 2,895 $396K 0.06% +82 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 798 shares; 2024Q4: 1,597 shares; 2025Q1: 902 shares; 2025Q2: 975 shares; 2025Q3: 1,128 shares; 2025Q4: 1,084 shares; 2026Q1: 970 shares; 2026Q2: 1,139 shares 1,139 $391K 0.06% +169 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: 2,473 shares; 2025Q4: 2,788 shares; 2026Q1: 2,880 shares; 2026Q2: 3,306 shares 3,306 $388K 0.06% +426 Timeline DFAS 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: 5,634 shares; 2024Q4: 5,634 shares; 2025Q1: 5,012 shares; 2025Q2: 5,012 shares; 2025Q3: 5,012 shares; 2025Q4: 5,012 shares; 2026Q1: 4,665 shares; 2026Q2: 4,665 shares 4,665 $384K 0.06% 0 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,199 shares; 2026Q1: 2,199 shares; 2026Q2: 2,199 shares 2,199 $361K 0.06% 0 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 691 shares; 2024Q4: 691 shares; 2025Q1: 691 shares; 2025Q2: 691 shares; 2025Q3: 691 shares; 2025Q4: 691 shares; 2026Q1: 691 shares; 2026Q2: 691 shares 691 $361K 0.06% 0 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: 1,710 shares; 2024Q4: 1,710 shares; 2025Q1: 1,710 shares; 2025Q2: 1,710 shares; 2025Q3: 1,729 shares; 2025Q4: 1,710 shares; 2026Q1: 1,553 shares; 2026Q2: 1,553 shares 1,553 $353K 0.06% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 258 shares; 2025Q4: not reported; 2026Q1: 276 shares; 2026Q2: 299 shares 299 $351K 0.06% +23 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,491 shares; 2024Q4: 2,830 shares; 2025Q1: 2,570 shares; 2025Q2: 2,624 shares; 2025Q3: 2,697 shares; 2025Q4: 2,598 shares; 2026Q1: 2,633 shares; 2026Q2: 3,615 shares 3,615 $346K 0.06% +982 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: 2,031 shares; 2024Q4: 2,031 shares; 2025Q1: 803 shares; 2025Q2: 803 shares; 2025Q3: 803 shares; 2025Q4: 803 shares; 2026Q1: 803 shares; 2026Q2: 803 shares 803 $342K 0.06% 0 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD 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: 4,494 shares 4,494 $339K 0.06% new Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,939 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,431 shares; 2025Q3: 2,626 shares; 2025Q4: 2,622 shares; 2026Q1: 2,724 shares; 2026Q2: 2,853 shares 2,853 $323K 0.05% +129 Timeline SCHZ 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: 12,459 shares; 2026Q1: 12,911 shares; 2026Q2: 13,736 shares 13,736 $318K 0.05% +825 Timeline PEP PEPSICO INC More: the full row for PEPSICO 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: 1,106 shares; 2025Q4: not reported; 2026Q1: 1,350 shares; 2026Q2: 2,242 shares 2,242 $304K 0.05% +892 Timeline COPX 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,938 shares 3,938 $303K 0.05% new Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL 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: 458 shares 458 $293K 0.05% new 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: 1,555 shares; 2024Q4: 1,190 shares; 2025Q1: 1,190 shares; 2025Q2: 1,190 shares; 2025Q3: 1,190 shares; 2025Q4: 1,190 shares; 2026Q1: 1,190 shares; 2026Q2: 1,229 shares 1,229 $291K 0.05% +39 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: 884 shares; 2024Q4: 884 shares; 2025Q1: 884 shares; 2025Q2: 884 shares; 2025Q3: 884 shares; 2025Q4: 836 shares; 2026Q1: 836 shares; 2026Q2: 836 shares 836 $288K 0.05% 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: 2,123 shares; 2024Q4: 2,356 shares; 2025Q1: 2,080 shares; 2025Q2: 2,114 shares; 2025Q3: 2,264 shares; 2025Q4: 2,309 shares; 2026Q1: 1,892 shares; 2026Q2: 1,887 shares 1,887 $286K 0.05% -5 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 265 shares 265 $282K 0.05% new Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,030 shares; 2025Q4: 1,048 shares; 2026Q1: 1,034 shares; 2026Q2: 1,119 shares 1,119 $282K 0.05% +85 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 756 shares; 2025Q4: 799 shares; 2026Q1: 787 shares; 2026Q2: 704 shares 704 $280K 0.05% -83 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS 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: 388 shares 388 $279K 0.05% new Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,248 shares; 2025Q4: not reported; 2026Q1: 1,606 shares; 2026Q2: 1,677 shares 1,677 $278K 0.05% +71 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: 3,358 shares; 2025Q1: 3,222 shares; 2025Q2: 2,741 shares; 2025Q3: 2,519 shares; 2025Q4: 2,519 shares; 2026Q1: 2,519 shares; 2026Q2: 2,519 shares 2,519 $277K 0.05% 0 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: 2,340 shares; 2024Q4: 3,100 shares; 2025Q1: 2,476 shares; 2025Q2: 2,581 shares; 2025Q3: 2,777 shares; 2025Q4: 2,814 shares; 2026Q1: 2,681 shares; 2026Q2: 2,879 shares 2,879 $277K 0.05% +198 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,691 shares 1,691 $277K 0.05% new Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,349 shares; 2024Q4: 8,149 shares; 2025Q1: 7,828 shares; 2025Q2: 6,262 shares; 2025Q3: 6,300 shares; 2025Q4: 5,999 shares; 2026Q1: 6,102 shares; 2026Q2: 5,946 shares 5,946 $276K 0.05% -156 Timeline ESGE 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,025 shares 5,025 $275K 0.05% new Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,522 shares; 2026Q1: 3,522 shares; 2026Q2: 2,841 shares 2,841 $274K 0.05% -681 Timeline SNDK SANDISK CORP More: the full row for SANDISK 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: 120 shares 120 $273K 0.04% new Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,506 shares; 2025Q4: not reported; 2026Q1: 2,761 shares; 2026Q2: 3,238 shares 3,238 $263K 0.04% +477 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,675 shares; 2024Q4: 1,675 shares; 2025Q1: 1,675 shares; 2025Q2: 1,675 shares; 2025Q3: 1,675 shares; 2025Q4: 1,675 shares; 2026Q1: 1,675 shares; 2026Q2: 1,675 shares 1,675 $262K 0.04% 0 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,029 shares 9,029 $261K 0.04% new Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,025 shares; 2026Q1: 5,025 shares; 2026Q2: 5,025 shares 5,025 $253K 0.04% 0 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: 630 shares; 2024Q4: 932 shares; 2025Q1: 432 shares; 2025Q2: not reported; 2025Q3: 585 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 609 shares 609 $253K 0.04% new Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,871 shares; 2026Q2: 1,955 shares 1,955 $252K 0.04% +84 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN 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: 1,111 shares 1,111 $249K 0.04% new Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW 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: 644 shares; 2026Q2: 659 shares 659 $244K 0.04% +15 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS 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: 214 shares 214 $242K 0.04% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,451 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,715 shares 1,715 $240K 0.04% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,995 shares; 2026Q2: 10,037 shares 10,037 $231K 0.04% +1,042 Timeline QUAL 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: 1,049 shares; 2025Q4: 1,021 shares; 2026Q1: not reported; 2026Q2: 1,021 shares 1,021 $224K 0.04% new Timeline EZU 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,101 shares 3,101 $216K 0.04% new 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,571 shares 2,571 $213K 0.03% new Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,059 shares; 2024Q4: 27,645 shares; 2025Q1: 27,183 shares; 2025Q2: 13,209 shares; 2025Q3: 12,988 shares; 2025Q4: 12,988 shares; 2026Q1: 12,988 shares; 2026Q2: 13,199 shares 13,199 $210K 0.03% +211 Timeline IWD 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: 1,048 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 863 shares 863 $209K 0.03% new Timeline L LOEWS CORP More: the full row for LOEWS 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: 1,802 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,801 shares 1,801 $204K 0.03% new Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,127 shares; 2024Q4: 32,481 shares; 2025Q1: 8,574 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,851 shares 2,851 $203K 0.03% new Timeline