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: 454,714 shares; 2024Q4: 1,404,756 shares; 2025Q1: 1,432,925 shares; 2025Q2: 1,537,451 shares; 2025Q3: 1,545,294 shares; 2025Q4: 1,647,900 shares; 2026Q1: 1,703,484 shares; 2026Q2: 1,681,637 shares 1,681,637 $58.5M 9.12% -21,847 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: 87,764 shares; 2024Q4: 85,659 shares; 2025Q1: 85,559 shares; 2025Q2: 91,915 shares; 2025Q3: 88,157 shares; 2025Q4: 91,201 shares; 2026Q1: 96,720 shares; 2026Q2: 583,351 shares 583,351 $50.2M 7.83% +486,631 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 291,916 shares; 2024Q4: 247,207 shares; 2025Q1: 381,200 shares; 2025Q2: 388,469 shares; 2025Q3: 412,745 shares; 2025Q4: 457,196 shares; 2026Q1: 489,306 shares; 2026Q2: 509,980 shares 509,980 $48.2M 7.51% +20,674 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: 801,235 shares; 2024Q4: 797,191 shares; 2025Q1: 795,879 shares; 2025Q2: 685,552 shares; 2025Q3: 720,695 shares; 2025Q4: 688,253 shares; 2026Q1: 625,200 shares; 2026Q2: 636,522 shares 636,522 $48.1M 7.49% +11,322 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,968 shares; 2024Q4: 50,616 shares; 2025Q1: 51,809 shares; 2025Q2: 57,472 shares; 2025Q3: 56,760 shares; 2025Q4: 60,137 shares; 2026Q1: 63,183 shares; 2026Q2: 64,037 shares 64,037 $44M 6.85% +854 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: 36,958 shares; 2024Q4: 38,021 shares; 2025Q1: 839 shares; 2025Q2: 41,209 shares; 2025Q3: 41,661 shares; 2025Q4: 43,713 shares; 2026Q1: 839 shares; 2026Q2: 42,875 shares 42,875 $31.6M 4.92% +42,036 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: 164,240 shares; 2024Q4: 163,909 shares; 2025Q1: not reported; 2025Q2: 192,302 shares; 2025Q3: 184,910 shares; 2025Q4: 202,807 shares; 2026Q1: not reported; 2026Q2: 208,254 shares 208,254 $30.5M 4.75% new 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: 299,126 shares; 2024Q4: 304,374 shares; 2025Q1: not reported; 2025Q2: 410,976 shares; 2025Q3: 397,812 shares; 2025Q4: 415,644 shares; 2026Q1: not reported; 2026Q2: 388,111 shares 388,111 $29.9M 4.66% new 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: 36,381 shares; 2024Q4: 36,309 shares; 2025Q1: 767 shares; 2025Q2: 34,941 shares; 2025Q3: 35,528 shares; 2025Q4: 37,598 shares; 2026Q1: 767 shares; 2026Q2: 38,119 shares 38,119 $28.5M 4.45% +37,352 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: 46,055 shares; 2024Q4: 46,269 shares; 2025Q1: not reported; 2025Q2: 47,338 shares; 2025Q3: 48,266 shares; 2025Q4: 51,376 shares; 2026Q1: not reported; 2026Q2: 53,785 shares 53,785 $28.1M 4.38% new Timeline ZROZ PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 208,956 shares; 2024Q4: 226,202 shares; 2025Q1: 292,599 shares; 2025Q2: 295,344 shares; 2025Q3: 325,993 shares; 2025Q4: 253,170 shares; 2026Q1: 386,261 shares; 2026Q2: 406,774 shares 406,774 $26.1M 4.06% +20,513 Timeline VGLT 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: 128,780 shares; 2024Q4: 155,906 shares; 2025Q1: 252,862 shares; 2025Q2: 268,382 shares; 2025Q3: 321,272 shares; 2025Q4: 353,013 shares; 2026Q1: 393,841 shares; 2026Q2: 414,334 shares 414,334 $22.9M 3.56% +20,493 Timeline USDU WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 540,627 shares; 2024Q4: 559,129 shares; 2025Q1: 582,583 shares; 2025Q2: 589,940 shares; 2025Q3: 638,295 shares; 2025Q4: 580,385 shares; 2026Q1: 759,232 shares; 2026Q2: 781,534 shares 781,534 $20.9M 3.26% +22,302 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: 168,582 shares; 2024Q4: 165,253 shares; 2025Q1: 168,578 shares; 2025Q2: 171,512 shares; 2025Q3: 163,953 shares; 2025Q4: 162,785 shares; 2026Q1: 172,196 shares; 2026Q2: 170,111 shares 170,111 $14.9M 2.33% -2,085 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: 117,858 shares; 2024Q4: 114,917 shares; 2025Q1: 114,570 shares; 2025Q2: 117,151 shares; 2025Q3: 112,182 shares; 2025Q4: 113,443 shares; 2026Q1: 118,799 shares; 2026Q2: 118,355 shares 118,355 $14.1M 2.19% -444 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: 180,122 shares; 2024Q4: 184,960 shares; 2025Q1: 189,650 shares; 2025Q2: 195,086 shares; 2025Q3: 200,389 shares; 2025Q4: 207,946 shares; 2026Q1: 216,392 shares; 2026Q2: 215,686 shares 215,686 $13.1M 2.04% -706 Timeline QLD PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 66,014 shares; 2024Q4: 61,634 shares; 2025Q1: 64,763 shares; 2025Q2: 79,730 shares; 2025Q3: 67,920 shares; 2025Q4: 135,127 shares; 2026Q1: 139,984 shares; 2026Q2: 134,981 shares 134,981 $13.1M 2.03% -5,003 Timeline SSO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 81,856 shares; 2024Q4: 76,853 shares; 2025Q1: 80,284 shares; 2025Q2: 91,037 shares; 2025Q3: 85,580 shares; 2025Q4: 170,235 shares; 2026Q1: 175,122 shares; 2026Q2: 168,776 shares 168,776 $11.4M 1.77% -6,346 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: 16,999 shares; 2024Q4: 16,053 shares; 2025Q1: 15,408 shares; 2025Q2: 15,285 shares; 2025Q3: 14,944 shares; 2025Q4: 14,922 shares; 2026Q1: 14,852 shares; 2026Q2: 14,669 shares 14,669 $11M 1.71% -183 Timeline DDM PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 69,658 shares; 2024Q4: 66,980 shares; 2025Q1: 70,673 shares; 2025Q2: 76,264 shares; 2025Q3: 77,724 shares; 2025Q4: 159,954 shares; 2026Q1: 165,475 shares; 2026Q2: 164,774 shares 164,774 $10.8M 1.68% -701 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,557 shares; 2024Q4: 17,869 shares; 2025Q1: 17,792 shares; 2025Q2: 17,820 shares; 2025Q3: 17,137 shares; 2025Q4: 17,114 shares; 2026Q1: 16,989 shares; 2026Q2: 16,539 shares 16,539 $6.05M 0.94% -450 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: 9,636 shares; 2024Q4: 9,315 shares; 2025Q1: 10,616 shares; 2025Q2: 10,939 shares; 2025Q3: 10,446 shares; 2025Q4: 19,887 shares; 2026Q1: 19,937 shares; 2026Q2: 19,656 shares 19,656 $5.69M 0.89% -281 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: 10,412 shares; 2024Q4: 9,334 shares; 2025Q1: 9,259 shares; 2025Q2: 9,177 shares; 2025Q3: 8,770 shares; 2025Q4: 8,689 shares; 2026Q1: 8,681 shares; 2026Q2: 35,423 shares 35,423 $4.4M 0.69% +26,742 Timeline USXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 64,633 shares; 2024Q4: 62,437 shares; 2025Q1: 62,126 shares; 2025Q2: 63,214 shares; 2025Q3: 64,154 shares; 2025Q4: 63,564 shares; 2026Q1: 64,975 shares; 2026Q2: 61,136 shares 61,136 $4.25M 0.66% -3,839 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: 30,591 shares; 2024Q4: 115,246 shares; 2025Q1: 117,884 shares; 2025Q2: 127,376 shares; 2025Q3: 124,712 shares; 2025Q4: 123,039 shares; 2026Q1: 123,010 shares; 2026Q2: 122,859 shares 122,859 $4.16M 0.65% -151 Timeline RAFE PIMCO EQUITY SER More: the full row for PIMCO EQUITY SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 81,953 shares; 2024Q4: 80,681 shares; 2025Q1: 80,823 shares; 2025Q2: 83,517 shares; 2025Q3: 85,926 shares; 2025Q4: 85,000 shares; 2026Q1: 90,150 shares; 2026Q2: 86,680 shares 86,680 $4.15M 0.65% -3,470 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: 34,835 shares; 2024Q4: 33,191 shares; 2025Q1: 32,929 shares; 2025Q2: 32,836 shares; 2025Q3: 31,804 shares; 2025Q4: 31,552 shares; 2026Q1: 31,546 shares; 2026Q2: 29,501 shares 29,501 $4.06M 0.63% -2,045 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: 9,366 shares; 2024Q4: 9,703 shares; 2025Q1: 10,334 shares; 2025Q2: 11,863 shares; 2025Q3: 12,236 shares; 2025Q4: 14,178 shares; 2026Q1: 16,586 shares; 2026Q2: 16,600 shares 16,600 $3.62M 0.56% +14 Timeline SNPE DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,768 shares; 2024Q4: 49,304 shares; 2025Q1: 50,016 shares; 2025Q2: 51,745 shares; 2025Q3: 51,817 shares; 2025Q4: 50,368 shares; 2026Q1: 52,993 shares; 2026Q2: 51,937 shares 51,937 $3.58M 0.56% -1,056 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,161 shares; 2024Q4: 32,212 shares; 2025Q1: 32,147 shares; 2025Q2: 32,147 shares; 2025Q3: 31,411 shares; 2025Q4: 31,383 shares; 2026Q1: 31,224 shares; 2026Q2: 30,489 shares 30,489 $3.57M 0.56% -735 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: 14,717 shares; 2024Q4: 14,474 shares; 2025Q1: 14,449 shares; 2025Q2: 14,378 shares; 2025Q3: 14,206 shares; 2025Q4: 14,187 shares; 2026Q1: 14,166 shares; 2026Q2: 12,948 shares 12,948 $2.94M 0.46% -1,218 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,615 shares; 2024Q4: 6,403 shares; 2025Q1: 6,401 shares; 2025Q2: 6,386 shares; 2025Q3: 6,310 shares; 2025Q4: 6,294 shares; 2026Q1: 6,287 shares; 2026Q2: 6,229 shares 6,229 $2.55M 0.4% -58 Timeline SCHR 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: 104,685 shares; 2024Q4: 517,408 shares; 2025Q1: 87,379 shares; 2025Q2: 88,635 shares; 2025Q3: 91,125 shares; 2025Q4: 92,330 shares; 2026Q1: 100,065 shares; 2026Q2: 101,498 shares 101,498 $2.5M 0.39% +1,433 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: 8,624 shares; 2024Q4: 8,608 shares; 2025Q1: 8,591 shares; 2025Q2: 7,552 shares; 2025Q3: 8,397 shares; 2025Q4: 8,168 shares; 2026Q1: 8,133 shares; 2026Q2: 9,373 shares 9,373 $2.27M 0.35% +1,240 Timeline SPTL 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: 294,166 shares; 2024Q4: 363,548 shares; 2025Q1: 75,771 shares; 2025Q2: 79,182 shares; 2025Q3: 79,130 shares; 2025Q4: 81,244 shares; 2026Q1: 80,217 shares; 2026Q2: 79,371 shares 79,371 $2.08M 0.32% -846 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,928 shares; 2024Q4: 10,405 shares; 2025Q1: 15,891 shares; 2025Q2: 15,999 shares; 2025Q3: 15,652 shares; 2025Q4: 17,746 shares; 2026Q1: 17,205 shares; 2026Q2: 17,317 shares 17,317 $1.91M 0.3% +112 Timeline SPTI 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: 65,286 shares; 2024Q4: 50,805 shares; 2025Q1: 50,662 shares; 2025Q2: 48,767 shares; 2025Q3: 48,767 shares; 2025Q4: 48,767 shares; 2026Q1: 60,520 shares; 2026Q2: 66,112 shares 66,112 $1.88M 0.29% +5,592 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: 16,249 shares; 2024Q4: 40,921 shares; 2025Q1: 46,812 shares; 2025Q2: 58,848 shares; 2025Q3: 57,071 shares; 2025Q4: 55,343 shares; 2026Q1: 54,663 shares; 2026Q2: 60,780 shares 60,780 $1.79M 0.28% +6,117 Timeline ILCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,661 shares; 2024Q4: 18,480 shares; 2025Q1: 18,480 shares; 2025Q2: 17,994 shares; 2025Q3: 17,812 shares; 2025Q4: 17,524 shares; 2026Q1: 17,495 shares; 2026Q2: 16,786 shares 16,786 $1.7M 0.26% -709 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: 3,844 shares; 2024Q4: 3,780 shares; 2025Q1: 3,531 shares; 2025Q2: 4,005 shares; 2025Q3: 3,958 shares; 2025Q4: 4,279 shares; 2026Q1: 4,289 shares; 2026Q2: 4,221 shares 4,221 $1.38M 0.22% -68 Timeline IYY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,965 shares; 2024Q4: 6,745 shares; 2025Q1: 6,534 shares; 2025Q2: 5,984 shares; 2025Q3: 6,368 shares; 2025Q4: 6,368 shares; 2026Q1: 6,368 shares; 2026Q2: 6,310 shares 6,310 $1.15M 0.18% -58 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: 632 shares; 2024Q4: 539 shares; 2025Q1: 1,083 shares; 2025Q2: 1,073 shares; 2025Q3: 1,073 shares; 2025Q4: 1,326 shares; 2026Q1: 1,876 shares; 2026Q2: 2,242 shares 2,242 $1.12M 0.17% +366 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: 2,888 shares; 2024Q4: 2,883 shares; 2025Q1: 3,631 shares; 2025Q2: 3,562 shares; 2025Q3: 3,566 shares; 2025Q4: 3,850 shares; 2026Q1: 3,828 shares; 2026Q2: 3,813 shares 3,813 $968K 0.15% -15 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,229 shares; 2024Q4: 9,195 shares; 2025Q1: 8,704 shares; 2025Q2: 8,061 shares; 2025Q3: 8,034 shares; 2025Q4: 7,992 shares; 2026Q1: 7,971 shares; 2026Q2: 7,971 shares 7,971 $936K 0.15% 0 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,455 shares; 2024Q4: 1,410 shares; 2025Q1: 1,410 shares; 2025Q2: 1,410 shares; 2025Q3: 1,335 shares; 2025Q4: 1,846 shares; 2026Q1: 2,409 shares; 2026Q2: 2,310 shares 2,310 $816K 0.13% -99 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: 1,141 shares; 2024Q4: 1,144 shares; 2025Q1: 1,570 shares; 2025Q2: 1,570 shares; 2025Q3: 1,335 shares; 2025Q4: 1,400 shares; 2026Q1: 1,400 shares; 2026Q2: 1,370 shares 1,370 $772K 0.12% -30 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,335 shares; 2026Q1: 3,848 shares; 2026Q2: 3,849 shares 3,849 $770K 0.12% +1 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,407 shares; 2024Q4: 3,340 shares; 2025Q1: 3,327 shares; 2025Q2: 3,327 shares; 2025Q3: 3,253 shares; 2025Q4: 3,068 shares; 2026Q1: 3,055 shares; 2026Q2: 2,558 shares 2,558 $743K 0.12% -497 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,209 shares; 2024Q4: 4,216 shares; 2025Q1: 5,843 shares; 2025Q2: 6,367 shares; 2025Q3: 8,823 shares; 2025Q4: 11,265 shares; 2026Q1: 14,089 shares; 2026Q2: 13,500 shares 13,500 $680K 0.11% -589 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: not reported; 2024Q4: 1,089 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 914 shares; 2025Q4: 1,968 shares; 2026Q1: 1,964 shares; 2026Q2: 1,902 shares 1,902 $680K 0.11% -62 Timeline IWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,836 shares; 2024Q4: 5,836 shares; 2025Q1: 5,836 shares; 2025Q2: 5,836 shares; 2025Q3: 5,836 shares; 2025Q4: 5,836 shares; 2026Q1: 5,836 shares; 2026Q2: 5,836 shares 5,836 $614K 0.1% 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: not reported; 2024Q4: 527 shares; 2025Q1: 1,022 shares; 2025Q2: 1,022 shares; 2025Q3: 1,022 shares; 2025Q4: 1,425 shares; 2026Q1: 1,425 shares; 2026Q2: 1,425 shares 1,425 $599K 0.09% 0 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,916 shares; 2026Q1: 2,216 shares; 2026Q2: 2,356 shares 2,356 $562K 0.09% +140 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,374 shares; 2024Q4: 1,374 shares; 2025Q1: 1,374 shares; 2025Q2: 1,374 shares; 2025Q3: 1,374 shares; 2025Q4: 1,445 shares; 2026Q1: 1,428 shares; 2026Q2: 1,425 shares 1,425 $516K 0.08% -3 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,348 shares; 2024Q4: 1,384 shares; 2025Q1: 1,180 shares; 2025Q2: 1,180 shares; 2025Q3: 1,141 shares; 2025Q4: 1,051 shares; 2026Q1: 1,353 shares; 2026Q2: 1,353 shares 1,353 $505K 0.08% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,350 shares; 2026Q1: 1,350 shares; 2026Q2: 1,334 shares 1,334 $504K 0.08% -16 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: not reported; 2025Q2: not reported; 2025Q3: 14,256 shares; 2025Q4: 14,256 shares; 2026Q1: 15,648 shares; 2026Q2: 15,490 shares 15,490 $491K 0.08% -158 Timeline QQEW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,014 shares; 2024Q4: 3,014 shares; 2025Q1: 3,014 shares; 2025Q2: 1,525 shares; 2025Q3: 3,014 shares; 2025Q4: 3,014 shares; 2026Q1: 3,014 shares; 2026Q2: 3,014 shares 3,014 $481K 0.07% 0 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 280 shares; 2025Q2: 280 shares; 2025Q3: 280 shares; 2025Q4: 401 shares; 2026Q1: 401 shares; 2026Q2: 401 shares 401 $481K 0.07% 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: 2,795 shares; 2024Q4: 2,601 shares; 2025Q1: 2,552 shares; 2025Q2: 2,552 shares; 2025Q3: 2,525 shares; 2025Q4: 2,525 shares; 2026Q1: 2,525 shares; 2026Q2: 2,468 shares 2,468 $464K 0.07% -57 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME 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: 20,056 shares; 2026Q2: 27,137 shares 27,137 $453K 0.07% +7,081 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,840 shares; 2024Q4: 3,130 shares; 2025Q1: 3,135 shares; 2025Q2: 3,843 shares; 2025Q3: 3,765 shares; 2025Q4: 2,745 shares; 2026Q1: 3,148 shares; 2026Q2: 3,135 shares 3,135 $429K 0.07% -13 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX 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: 5,630 shares; 2026Q1: 5,403 shares; 2026Q2: 5,242 shares 5,242 $374K 0.06% -161 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: 807 shares; 2024Q4: 807 shares; 2025Q1: not reported; 2025Q2: 807 shares; 2025Q3: 807 shares; 2025Q4: 965 shares; 2026Q1: 965 shares; 2026Q2: 965 shares 965 $358K 0.06% 0 Timeline IWL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,135 shares; 2024Q4: 2,962 shares; 2025Q1: 2,962 shares; 2025Q2: 2,860 shares; 2025Q3: 2,004 shares; 2025Q4: 2,004 shares; 2026Q1: 1,998 shares; 2026Q2: 1,889 shares 1,889 $349K 0.05% -109 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,273 shares; 2024Q4: 1,602 shares; 2025Q1: 1,602 shares; 2025Q2: 1,602 shares; 2025Q3: 1,602 shares; 2025Q4: 1,602 shares; 2026Q1: 1,401 shares; 2026Q2: 1,401 shares 1,401 $333K 0.05% 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: 363 shares; 2024Q4: 360 shares; 2025Q1: not reported; 2025Q2: 360 shares; 2025Q3: 330 shares; 2025Q4: 330 shares; 2026Q1: 330 shares; 2026Q2: 2,539 shares 2,539 $303K 0.05% +2,209 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: 2,552 shares 2,552 $300K 0.05% new Timeline ARTY 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: 3,790 shares 3,790 $289K 0.04% new Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,342 shares; 2024Q4: 9,342 shares; 2025Q1: 9,342 shares; 2025Q2: 9,342 shares; 2025Q3: 9,342 shares; 2025Q4: 9,342 shares; 2026Q1: 9,342 shares; 2026Q2: 9,342 shares 9,342 $285K 0.04% 0 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,554 shares; 2024Q4: 13,898 shares; 2025Q1: 13,972 shares; 2025Q2: 14,191 shares; 2025Q3: 12,677 shares; 2025Q4: 13,410 shares; 2026Q1: 13,385 shares; 2026Q2: 13,319 shares 13,319 $276K 0.04% -66 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,731 shares; 2024Q4: 5,613 shares; 2025Q1: 5,613 shares; 2025Q2: 5,606 shares; 2025Q3: 5,583 shares; 2025Q4: 6,507 shares; 2026Q1: 6,494 shares; 2026Q2: 6,384 shares 6,384 $270K 0.04% -110 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: 1,890 shares 1,890 $264K 0.04% new Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,408 shares; 2026Q1: 1,408 shares; 2026Q2: 1,408 shares 1,408 $255K 0.04% 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: not reported; 2024Q4: 1,772 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,710 shares; 2025Q4: 1,716 shares; 2026Q1: 2,032 shares; 2026Q2: 1,704 shares 1,704 $253K 0.04% -328 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: 725 shares; 2024Q4: 724 shares; 2025Q1: 712 shares; 2025Q2: 712 shares; 2025Q3: 920 shares; 2025Q4: 920 shares; 2026Q1: 1,310 shares; 2026Q2: 1,118 shares 1,118 $250K 0.04% -192 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,185 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 877 shares; 2025Q4: 1,265 shares; 2026Q1: 1,645 shares; 2026Q2: 1,645 shares 1,645 $241K 0.04% 0 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: 225 shares 225 $240K 0.04% new Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 630 shares 630 $233K 0.04% new 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: 2,201 shares 2,201 $226K 0.04% new Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,152 shares; 2024Q4: 2,136 shares; 2025Q1: 2,136 shares; 2025Q2: not reported; 2025Q3: 2,136 shares; 2025Q4: 2,136 shares; 2026Q1: 2,136 shares; 2026Q2: 2,129 shares 2,129 $221K 0.03% -7 Timeline AIQ 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: 3,331 shares 3,331 $219K 0.03% new Timeline VGIT 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: 3,530 shares; 2025Q1: 3,530 shares; 2025Q2: 3,530 shares; 2025Q3: 3,530 shares; 2025Q4: 3,530 shares; 2026Q1: 3,530 shares; 2026Q2: 3,530 shares 3,530 $208K 0.03% 0 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,740 shares; 2026Q1: not reported; 2026Q2: 3,622 shares 3,622 $206K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 752 shares 752 $203K 0.03% new Timeline NRK NUVEEN NY AMT FREE More: the full row for NUVEEN NY AMT FREE 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: 17,565 shares; 2026Q2: 17,565 shares 17,565 $188K 0.03% 0 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: 15,069 shares; 2024Q4: 15,069 shares; 2025Q1: 15,069 shares; 2025Q2: 15,069 shares; 2025Q3: 15,069 shares; 2025Q4: 15,069 shares; 2026Q1: 15,069 shares; 2026Q2: 15,069 shares 15,069 $163K 0.03% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,957 shares 10,957 $116K 0.02% new Timeline SPFF 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: 10,628 shares; 2024Q4: 10,628 shares; 2025Q1: 10,628 shares; 2025Q2: 10,628 shares; 2025Q3: 10,628 shares; 2025Q4: 10,628 shares; 2026Q1: 10,628 shares; 2026Q2: 10,628 shares 10,628 $99.7K 0.02% 0 Timeline