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: 350,596 shares; 2024Q4: 364,285 shares; 2025Q1: 367,680 shares; 2025Q2: 377,700 shares; 2025Q3: 373,682 shares; 2025Q4: 380,778 shares; 2026Q1: 393,826 shares; 2026Q2: 390,755 shares 390,755 $268M 17.83% -3,071 Timeline RWL 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: 1,415,712 shares; 2024Q4: 1,467,672 shares; 2025Q1: 1,570,573 shares; 2025Q2: 1,579,615 shares; 2025Q3: 1,581,628 shares; 2025Q4: 1,628,324 shares; 2026Q1: 1,677,074 shares; 2026Q2: 1,666,476 shares 1,666,476 $213M 14.15% -10,598 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: 1,694,164 shares; 2024Q4: 1,737,583 shares; 2025Q1: 1,853,785 shares; 2025Q2: 1,834,811 shares; 2025Q3: 1,914,209 shares; 2025Q4: 1,944,094 shares; 2026Q1: 1,982,081 shares; 2026Q2: 1,954,410 shares 1,954,410 $139M 9.25% -27,671 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: 377,752 shares; 2024Q4: 393,543 shares; 2025Q1: 396,705 shares; 2025Q2: 412,456 shares; 2025Q3: 413,818 shares; 2025Q4: 429,752 shares; 2026Q1: 441,733 shares; 2026Q2: 440,832 shares 440,832 $137M 9.08% -901 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: 2,213,570 shares; 2024Q4: 2,266,954 shares; 2025Q1: 2,171,459 shares; 2025Q2: 2,087,330 shares; 2025Q3: 2,087,214 shares; 2025Q4: 2,049,274 shares; 2026Q1: 2,071,283 shares; 2026Q2: 1,996,345 shares 1,996,345 $119M 7.92% -74,938 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: 1,106,619 shares; 2024Q4: 1,091,802 shares; 2025Q1: 1,153,115 shares; 2025Q2: 1,170,217 shares; 2025Q3: 1,113,386 shares; 2025Q4: 1,153,514 shares; 2026Q1: 1,117,367 shares; 2026Q2: 1,094,150 shares 1,094,150 $90.6M 6.02% -23,217 Timeline RWJ 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: 1,330,696 shares; 2024Q4: 1,364,167 shares; 2025Q1: 1,425,274 shares; 2025Q2: 1,444,721 shares; 2025Q3: 1,439,631 shares; 2025Q4: 1,478,001 shares; 2026Q1: 1,498,972 shares; 2026Q2: 1,471,806 shares 1,471,806 $87.6M 5.82% -27,166 Timeline RWK 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: 483,221 shares; 2024Q4: 503,385 shares; 2025Q1: 522,528 shares; 2025Q2: 522,140 shares; 2025Q3: 519,371 shares; 2025Q4: 537,524 shares; 2026Q1: 551,484 shares; 2026Q2: 545,385 shares 545,385 $79.8M 5.3% -6,099 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: 98,422 shares; 2024Q4: 98,341 shares; 2025Q1: 103,934 shares; 2025Q2: 103,875 shares; 2025Q3: 101,360 shares; 2025Q4: 99,579 shares; 2026Q1: 99,315 shares; 2026Q2: 95,411 shares 95,411 $70.3M 4.67% -3,904 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: 484,825 shares; 2024Q4: 481,193 shares; 2025Q1: 531,175 shares; 2025Q2: 558,726 shares; 2025Q3: 562,082 shares; 2025Q4: 585,876 shares; 2026Q1: 584,673 shares; 2026Q2: 576,900 shares 576,900 $55.7M 3.7% -7,773 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: 147,801 shares; 2024Q4: 156,818 shares; 2025Q1: 152,697 shares; 2025Q2: 151,423 shares; 2025Q3: 150,060 shares; 2025Q4: 152,365 shares; 2026Q1: 159,278 shares; 2026Q2: 157,545 shares 157,545 $47.7M 3.17% -1,733 Timeline BSCS 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: 1,559,179 shares; 2025Q1: 1,543,321 shares; 2025Q2: 1,627,839 shares; 2025Q3: 1,625,067 shares; 2025Q4: 2,091,255 shares; 2026Q1: 2,247,101 shares; 2026Q2: 2,288,259 shares 2,288,259 $46.6M 3.1% +41,158 Timeline BSCQ 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: 1,719,433 shares; 2024Q4: 1,711,500 shares; 2025Q1: 1,713,766 shares; 2025Q2: 1,798,855 shares; 2025Q3: 1,806,681 shares; 2025Q4: 2,187,893 shares; 2026Q1: 2,326,205 shares; 2026Q2: 2,356,940 shares 2,356,940 $46M 3.06% +30,735 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: 28,763 shares; 2024Q4: 28,951 shares; 2025Q1: 34,231 shares; 2025Q2: 37,138 shares; 2025Q3: 36,999 shares; 2025Q4: 36,869 shares; 2026Q1: 36,869 shares; 2026Q2: 35,533 shares 35,533 $26.6M 1.77% -1,336 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: 165,452 shares; 2024Q4: 166,448 shares; 2025Q1: 209,339 shares; 2025Q2: 179,230 shares; 2025Q3: 174,462 shares; 2025Q4: 174,741 shares; 2026Q1: 173,891 shares; 2026Q2: 167,000 shares 167,000 $24.8M 1.65% -6,891 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: 45,459 shares; 2024Q4: 43,033 shares; 2025Q1: 44,898 shares; 2025Q2: 43,829 shares; 2025Q3: 43,399 shares; 2025Q4: 43,298 shares; 2026Q1: 43,081 shares; 2026Q2: 42,544 shares 42,544 $14.6M 0.97% -537 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: 9,812 shares; 2024Q4: 9,793 shares; 2025Q1: 19,228 shares; 2025Q2: 9,443 shares; 2025Q3: 9,641 shares; 2025Q4: 9,635 shares; 2026Q1: 9,633 shares; 2026Q2: 9,637 shares 9,637 $7.2M 0.48% +4 Timeline VSS 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: 337,781 shares; 2024Q4: 347,582 shares; 2025Q1: 167,902 shares; 2025Q2: 107,252 shares; 2025Q3: 59,969 shares; 2025Q4: 55,483 shares; 2026Q1: 37,839 shares; 2026Q2: 36,104 shares 36,104 $5.57M 0.37% -1,735 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: 10,941 shares; 2024Q4: 10,969 shares; 2025Q1: 10,855 shares; 2025Q2: 10,855 shares; 2025Q3: 10,826 shares; 2025Q4: 11,238 shares; 2026Q1: 10,697 shares; 2026Q2: 41,871 shares 41,871 $3.37M 0.22% +31,174 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,452 shares; 2024Q4: 29,452 shares; 2025Q1: 29,452 shares; 2025Q2: 29,452 shares; 2025Q3: 29,607 shares; 2025Q4: 29,607 shares; 2026Q1: 29,607 shares; 2026Q2: 29,607 shares 29,607 $3.03M 0.2% 0 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,756 shares; 2024Q4: 20,779 shares; 2025Q1: 20,859 shares; 2025Q2: 20,868 shares; 2025Q3: 21,111 shares; 2025Q4: 21,122 shares; 2026Q1: 21,126 shares; 2026Q2: 21,140 shares 21,140 $2.2M 0.15% +14 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: 4,194 shares; 2024Q4: 4,194 shares; 2025Q1: 4,194 shares; 2025Q2: 3,849 shares; 2025Q3: 3,844 shares; 2025Q4: 3,844 shares; 2026Q1: 3,844 shares; 2026Q2: 23,064 shares 23,064 $1.99M 0.13% +19,220 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: 11,351 shares; 2024Q4: 11,431 shares; 2025Q1: 11,656 shares; 2025Q2: 21,022 shares; 2025Q3: 21,016 shares; 2025Q4: 21,221 shares; 2026Q1: 20,647 shares; 2026Q2: 20,303 shares 20,303 $1.57M 0.1% -344 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: 4,340 shares; 2024Q4: 4,626 shares; 2025Q1: 4,626 shares; 2025Q2: 4,626 shares; 2025Q3: 4,626 shares; 2025Q4: 4,626 shares; 2026Q1: 4,626 shares; 2026Q2: 4,626 shares 4,626 $1.34M 0.09% 0 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,891 shares; 2024Q4: 14,891 shares; 2025Q1: 14,891 shares; 2025Q2: 14,891 shares; 2025Q3: 14,891 shares; 2025Q4: 14,891 shares; 2026Q1: 14,891 shares; 2026Q2: 13,539 shares 13,539 $915K 0.06% -1,352 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: 2,443 shares; 2024Q4: 2,443 shares; 2025Q1: 2,443 shares; 2025Q2: 2,443 shares; 2025Q3: 2,443 shares; 2025Q4: 2,443 shares; 2026Q1: 2,443 shares; 2026Q2: 2,443 shares 2,443 $873K 0.06% 0 Timeline BSCR 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: 43,231 shares; 2026Q2: 43,231 shares 43,231 $848K 0.06% 0 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: 4,565 shares; 2024Q4: 4,663 shares; 2025Q1: 4,666 shares; 2025Q2: 4,720 shares; 2025Q3: 4,838 shares; 2025Q4: 5,032 shares; 2026Q1: 5,034 shares; 2026Q2: 5,037 shares 5,037 $787K 0.05% +3 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,123 shares; 2024Q4: 17,123 shares; 2025Q1: 17,498 shares; 2025Q2: 17,498 shares; 2025Q3: 17,498 shares; 2025Q4: 17,498 shares; 2026Q1: 17,498 shares; 2026Q2: 17,498 shares 17,498 $725K 0.05% 0 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,000 shares; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares; 2026Q1: 5,000 shares; 2026Q2: 5,000 shares 5,000 $615K 0.04% 0 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: 1,216 shares; 2024Q4: 1,216 shares; 2025Q1: 1,216 shares; 2025Q2: 1,216 shares; 2025Q3: 1,216 shares; 2025Q4: 1,216 shares; 2026Q1: 1,216 shares; 2026Q2: 1,216 shares 1,216 $608K 0.04% 0 Timeline MGV 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: 3,290 shares; 2024Q4: 3,290 shares; 2025Q1: 3,290 shares; 2025Q2: 3,290 shares; 2025Q3: 3,290 shares; 2025Q4: 3,290 shares; 2026Q1: 3,290 shares; 2026Q2: 3,290 shares 3,290 $538K 0.04% 0 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: 997 shares; 2024Q4: 997 shares; 2025Q1: 997 shares; 2025Q2: 997 shares; 2025Q3: 997 shares; 2025Q4: 997 shares; 2026Q1: 997 shares; 2026Q2: 3,988 shares 3,988 $495K 0.03% +2,991 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,766 shares; 2025Q3: 2,766 shares; 2025Q4: 2,766 shares; 2026Q1: 2,766 shares; 2026Q2: 2,766 shares 2,766 $488K 0.03% 0 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: 7,860 shares; 2024Q4: 7,860 shares; 2025Q1: 7,913 shares; 2025Q2: 7,913 shares; 2025Q3: 7,879 shares; 2025Q4: 7,571 shares; 2026Q1: 7,571 shares; 2026Q2: 7,727 shares 7,727 $446K 0.03% +156 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,111 shares; 2024Q4: 2,884 shares; 2025Q1: 2,884 shares; 2025Q2: 2,884 shares; 2025Q3: 2,884 shares; 2025Q4: 2,884 shares; 2026Q1: 2,884 shares; 2026Q2: 2,884 shares 2,884 $445K 0.03% 0 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: 2,640 shares; 2024Q4: 2,640 shares; 2025Q1: 2,534 shares; 2025Q2: 2,007 shares; 2025Q3: 2,008 shares; 2025Q4: 2,008 shares; 2026Q1: 2,008 shares; 2026Q2: 2,008 shares 2,008 $438K 0.03% 0 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,915 shares; 2026Q2: 5,915 shares 5,915 $434K 0.03% -1,000 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: 749 shares; 2024Q4: 824 shares; 2025Q1: 824 shares; 2025Q2: 824 shares; 2025Q3: 825 shares; 2025Q4: 715 shares; 2026Q1: 715 shares; 2026Q2: 715 shares 715 $403K 0.03% 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: 891 shares; 2024Q4: 1,031 shares; 2025Q1: 1,031 shares; 2025Q2: 1,031 shares; 2025Q3: 1,031 shares; 2025Q4: 1,031 shares; 2026Q1: 1,031 shares; 2026Q2: 1,031 shares 1,031 $385K 0.03% 0 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: not reported; 2025Q2: 893 shares; 2025Q3: 893 shares; 2025Q4: 893 shares; 2026Q1: 893 shares; 2026Q2: 893 shares 893 $334K 0.02% 0 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 971 shares; 2025Q1: 972 shares; 2025Q2: 973 shares; 2025Q3: 974 shares; 2025Q4: 975 shares; 2026Q1: 976 shares; 2026Q2: 978 shares 978 $320K 0.02% +2 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,609 shares; 2024Q4: 2,609 shares; 2025Q1: 2,609 shares; 2025Q2: 2,609 shares; 2025Q3: 2,609 shares; 2025Q4: 2,609 shares; 2026Q1: 2,609 shares; 2026Q2: 2,609 shares 2,609 $310K 0.02% 0 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 602 shares; 2024Q4: 602 shares; 2025Q1: 602 shares; 2025Q2: 602 shares; 2025Q3: 602 shares; 2025Q4: 602 shares; 2026Q1: 602 shares; 2026Q2: 602 shares 602 $309K 0.02% 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: 314 shares; 2026Q2: 2,512 shares 2,512 $300K 0.02% +2,198 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: 4,706 shares; 2024Q4: 4,706 shares; 2025Q1: 4,706 shares; 2025Q2: 4,706 shares; 2025Q3: 4,706 shares; 2025Q4: 4,706 shares; 2026Q1: 4,706 shares; 2026Q2: 4,706 shares 4,706 $286K 0.02% 0 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: 4,023 shares; 2024Q4: 4,023 shares; 2025Q1: 4,142 shares; 2025Q2: 4,142 shares; 2025Q3: 3,867 shares; 2025Q4: 3,045 shares; 2026Q1: 3,215 shares; 2026Q2: 3,190 shares 3,190 $280K 0.02% -25 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL 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: 842 shares 842 $251K 0.02% 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: not reported; 2024Q4: 942 shares; 2025Q1: not reported; 2025Q2: 942 shares; 2025Q3: 942 shares; 2025Q4: 942 shares; 2026Q1: not reported; 2026Q2: 942 shares 942 $225K 0.01% new 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 191 shares 191 $224K 0.01% new Timeline