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: 35,603 shares; 2024Q4: 35,595 shares; 2025Q1: 35,066 shares; 2025Q2: 34,775 shares; 2025Q3: 34,689 shares; 2025Q4: 34,465 shares; 2026Q1: 32,471 shares; 2026Q2: 29,750 shares 29,750 $20.4M 5.47% -2,721 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: 144,048 shares; 2024Q4: 146,162 shares; 2025Q1: 153,933 shares; 2025Q2: 158,120 shares; 2025Q3: 167,112 shares; 2025Q4: 143,021 shares; 2026Q1: 203,872 shares; 2026Q2: 229,033 shares 229,033 $17.7M 4.73% +25,161 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: 69,313 shares; 2024Q4: 68,796 shares; 2025Q1: 69,368 shares; 2025Q2: 70,120 shares; 2025Q3: 68,708 shares; 2025Q4: 63,147 shares; 2026Q1: 52,301 shares; 2026Q2: 47,634 shares 47,634 $17M 4.55% -4,667 Timeline VGK 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: 170,044 shares; 2024Q4: 168,760 shares; 2025Q1: 172,323 shares; 2025Q2: 172,802 shares; 2025Q3: 173,974 shares; 2025Q4: 170,781 shares; 2026Q1: 172,160 shares; 2026Q2: 177,670 shares 177,670 $15.7M 4.21% +5,510 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: 69,573 shares; 2024Q4: 71,106 shares; 2025Q1: 75,683 shares; 2025Q2: 78,537 shares; 2025Q3: 83,611 shares; 2025Q4: 78,704 shares; 2026Q1: 98,493 shares; 2026Q2: 103,673 shares 103,673 $15.4M 4.11% +5,180 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: 225,079 shares; 2024Q4: 227,776 shares; 2025Q1: 235,948 shares; 2025Q2: 235,870 shares; 2025Q3: 241,526 shares; 2025Q4: 233,793 shares; 2026Q1: 239,540 shares; 2026Q2: 250,530 shares 250,530 $15M 4% +10,990 Timeline FTSL 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: 6,300 shares; 2024Q4: 116,185 shares; 2025Q1: 128,074 shares; 2025Q2: 300,170 shares; 2025Q3: 308,963 shares; 2025Q4: 326,213 shares; 2026Q1: 322,007 shares; 2026Q2: 328,444 shares 328,444 $14.7M 3.93% +6,437 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: 50,083 shares; 2024Q4: 49,588 shares; 2025Q1: 68,268 shares; 2025Q2: 67,273 shares; 2025Q3: 67,009 shares; 2025Q4: 64,015 shares; 2026Q1: 61,875 shares; 2026Q2: 60,790 shares 60,790 $14.5M 3.88% -1,085 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 262,618 shares; 2026Q2: 309,388 shares 309,388 $14.2M 3.81% +46,770 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: 25,911 shares; 2024Q4: 25,592 shares; 2025Q1: 25,402 shares; 2025Q2: 25,152 shares; 2025Q3: 24,858 shares; 2025Q4: 23,777 shares; 2026Q1: 22,097 shares; 2026Q2: 28,270 shares 28,270 $14.1M 3.79% +6,173 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,105 shares; 2024Q4: 16,958 shares; 2025Q1: 17,843 shares; 2025Q2: 37,040 shares; 2025Q3: 36,872 shares; 2025Q4: 34,345 shares; 2026Q1: 31,072 shares; 2026Q2: 18,785 shares 18,785 $12M 3.22% -12,287 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: 52,195 shares; 2024Q4: 51,420 shares; 2025Q1: 50,865 shares; 2025Q2: 48,921 shares; 2025Q3: 47,685 shares; 2025Q4: 44,037 shares; 2026Q1: 40,542 shares; 2026Q2: 39,493 shares 39,493 $11.4M 3.06% -1,049 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: 17,454 shares; 2024Q4: 18,759 shares; 2025Q1: 19,154 shares; 2025Q2: 19,154 shares; 2025Q3: 18,884 shares; 2025Q4: 16,218 shares; 2026Q1: 15,163 shares; 2026Q2: 14,901 shares 14,901 $11.2M 2.99% -262 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: 44,635 shares; 2024Q4: 44,455 shares; 2025Q1: 44,255 shares; 2025Q2: 43,955 shares; 2025Q3: 43,955 shares; 2025Q4: 43,355 shares; 2026Q1: 99,518 shares; 2026Q2: 86,826 shares 86,826 $10.2M 2.73% -12,692 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: 33,802 shares; 2024Q4: 38,681 shares; 2025Q1: 40,153 shares; 2025Q2: 41,533 shares; 2025Q3: 42,702 shares; 2025Q4: 44,096 shares; 2026Q1: 33,449 shares; 2026Q2: 30,823 shares 30,823 $9.34M 2.5% -2,626 Timeline EEMS ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 113,113 shares; 2024Q4: 112,900 shares; 2025Q1: 119,069 shares; 2025Q2: 120,843 shares; 2025Q3: 123,302 shares; 2025Q4: 111,673 shares; 2026Q1: 113,563 shares; 2026Q2: 116,281 shares 116,281 $8.82M 2.36% +2,718 Timeline BIP BROOKFIELD INFRASTRUCTURE PA More: the full row for BROOKFIELD INFRASTRUCTURE PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 248,321 shares; 2024Q4: 252,020 shares; 2025Q1: 251,391 shares; 2025Q2: 255,115 shares; 2025Q3: 256,797 shares; 2025Q4: 250,071 shares; 2026Q1: 236,606 shares; 2026Q2: 239,446 shares 239,446 $8.74M 2.34% +2,840 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: 15,692 shares; 2024Q4: 16,240 shares; 2025Q1: 16,313 shares; 2025Q2: 17,401 shares; 2025Q3: 17,325 shares; 2025Q4: 16,351 shares; 2026Q1: 22,020 shares; 2026Q2: 22,750 shares 22,750 $8.49M 2.27% +730 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: 25,650 shares; 2024Q4: 29,896 shares; 2025Q1: 31,319 shares; 2025Q2: 32,504 shares; 2025Q3: 33,659 shares; 2025Q4: 35,147 shares; 2026Q1: 24,924 shares; 2026Q2: 96,844 shares 96,844 $7.8M 2.09% +71,920 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: 36,156 shares; 2024Q4: 36,076 shares; 2025Q1: 35,346 shares; 2025Q2: 34,646 shares; 2025Q3: 34,386 shares; 2025Q4: 32,490 shares; 2026Q1: 29,674 shares; 2026Q2: 28,919 shares 28,919 $7.34M 1.97% -755 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: 34,762 shares; 2024Q4: 33,828 shares; 2025Q1: 33,660 shares; 2025Q2: 31,328 shares; 2025Q3: 29,290 shares; 2025Q4: 25,861 shares; 2026Q1: 23,086 shares; 2026Q2: 22,192 shares 22,192 $7.26M 1.94% -894 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: 49,537 shares; 2024Q4: 49,537 shares; 2025Q1: 49,537 shares; 2025Q2: 49,459 shares; 2025Q3: 49,445 shares; 2025Q4: 49,445 shares; 2026Q1: 49,445 shares; 2026Q2: 49,445 shares 49,445 $6.45M 1.73% 0 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 158,558 shares; 2024Q4: 160,080 shares; 2025Q1: 160,860 shares; 2025Q2: 160,860 shares; 2025Q3: 181,360 shares; 2025Q4: 208,749 shares; 2026Q1: 215,277 shares; 2026Q2: 242,577 shares 242,577 $6.13M 1.64% +27,300 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 71,523 shares; 2024Q4: 65,942 shares; 2025Q1: 66,890 shares; 2025Q2: 68,419 shares; 2025Q3: 71,410 shares; 2025Q4: 63,495 shares; 2026Q1: 65,811 shares; 2026Q2: 70,845 shares 70,845 $5.83M 1.56% +5,034 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: 79,855 shares; 2024Q4: 107,182 shares; 2025Q1: 115,175 shares; 2025Q2: 114,675 shares; 2025Q3: 114,577 shares; 2025Q4: 112,330 shares; 2026Q1: 112,330 shares; 2026Q2: 112,330 shares 112,330 $5.66M 1.51% 0 Timeline FLRN 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: 261,150 shares; 2024Q4: 256,160 shares; 2025Q1: 246,860 shares; 2025Q2: 239,360 shares; 2025Q3: 242,150 shares; 2025Q4: 235,000 shares; 2026Q1: 181,490 shares; 2026Q2: 176,865 shares 176,865 $5.46M 1.46% -4,625 Timeline VIOO 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: 40,128 shares; 2024Q4: 40,128 shares; 2025Q1: 40,128 shares; 2025Q2: 40,057 shares; 2025Q3: 40,044 shares; 2025Q4: 38,986 shares; 2026Q1: 38,986 shares; 2026Q2: 38,346 shares 38,346 $5.27M 1.41% -640 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 70,249 shares; 2024Q4: 89,842 shares; 2025Q1: 89,842 shares; 2025Q2: 89,055 shares; 2025Q3: 88,911 shares; 2025Q4: 86,327 shares; 2026Q1: 86,327 shares; 2026Q2: 86,327 shares 86,327 $4.47M 1.2% 0 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 126,272 shares; 2024Q4: 101,855 shares; 2025Q1: 66,994 shares; 2025Q2: 189,962 shares; 2025Q3: 189,924 shares; 2025Q4: 182,357 shares; 2026Q1: 178,658 shares; 2026Q2: 171,028 shares 171,028 $4.12M 1.1% -7,630 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: 24,145 shares; 2024Q4: 23,995 shares; 2025Q1: 23,530 shares; 2025Q2: 23,412 shares; 2025Q3: 21,877 shares; 2025Q4: 19,477 shares; 2026Q1: 16,702 shares; 2026Q2: 16,357 shares 16,357 $4.12M 1.1% -345 Timeline XSD 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: 7,889 shares; 2024Q4: 7,889 shares; 2025Q1: 7,889 shares; 2025Q2: 7,556 shares; 2025Q3: 7,548 shares; 2025Q4: 7,548 shares; 2026Q1: 6,864 shares; 2026Q2: 6,375 shares 6,375 $3.98M 1.06% -489 Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,850 shares; 2024Q4: 64,649 shares; 2025Q1: 74,320 shares; 2025Q2: 78,820 shares; 2025Q3: 78,820 shares; 2025Q4: 125,339 shares; 2026Q1: 148,903 shares; 2026Q2: 164,815 shares 164,815 $3.82M 1.02% +15,912 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: 29,940 shares; 2024Q4: 29,792 shares; 2025Q1: 29,792 shares; 2025Q2: 29,226 shares; 2025Q3: 29,575 shares; 2025Q4: 27,825 shares; 2026Q1: 26,175 shares; 2026Q2: 25,475 shares 25,475 $3.45M 0.92% -700 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: 28,536 shares; 2024Q4: 28,536 shares; 2025Q1: 28,536 shares; 2025Q2: 26,305 shares; 2025Q3: 26,300 shares; 2025Q4: 24,449 shares; 2026Q1: 23,912 shares; 2026Q2: 23,912 shares 23,912 $3.07M 0.82% 0 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,784 shares; 2024Q4: 25,784 shares; 2025Q1: 25,784 shares; 2025Q2: 25,784 shares; 2025Q3: 25,784 shares; 2025Q4: 17,217 shares; 2026Q1: 16,685 shares; 2026Q2: 16,685 shares 16,685 $2.98M 0.8% 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: 25,146 shares; 2024Q4: 25,146 shares; 2025Q1: 25,146 shares; 2025Q2: 25,146 shares; 2025Q3: 25,146 shares; 2025Q4: 24,593 shares; 2026Q1: 24,593 shares; 2026Q2: 24,593 shares 24,593 $2.55M 0.68% 0 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,545 shares; 2024Q4: 35,033 shares; 2025Q1: 35,033 shares; 2025Q2: 35,033 shares; 2025Q3: 37,533 shares; 2025Q4: 76,233 shares; 2026Q1: 83,433 shares; 2026Q2: 100,833 shares 100,833 $2.44M 0.65% +17,400 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,856 shares; 2024Q4: 33,033 shares; 2025Q1: 32,343 shares; 2025Q2: 30,745 shares; 2025Q3: 28,836 shares; 2025Q4: 26,866 shares; 2026Q1: 24,316 shares; 2026Q2: 24,316 shares 24,316 $2.21M 0.59% 0 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,314 shares; 2024Q4: 34,564 shares; 2025Q1: 34,564 shares; 2025Q2: 34,539 shares; 2025Q3: 34,039 shares; 2025Q4: 34,039 shares; 2026Q1: 32,039 shares; 2026Q2: 32,039 shares 32,039 $2.19M 0.59% 0 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: 9,336 shares; 2024Q4: 9,336 shares; 2025Q1: 9,336 shares; 2025Q2: 9,336 shares; 2025Q3: 9,336 shares; 2025Q4: 7,947 shares; 2026Q1: 7,408 shares; 2026Q2: 6,175 shares 6,175 $2.12M 0.57% -1,233 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,743 shares; 2024Q4: 2,743 shares; 2025Q1: 2,743 shares; 2025Q2: 2,743 shares; 2025Q3: 2,743 shares; 2025Q4: 2,743 shares; 2026Q1: 2,743 shares; 2026Q2: 2,743 shares 2,743 $1.93M 0.52% 0 Timeline FNDE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,443 shares; 2024Q4: 48,443 shares; 2025Q1: 48,443 shares; 2025Q2: 48,443 shares; 2025Q3: 48,443 shares; 2025Q4: 48,443 shares; 2026Q1: 48,443 shares; 2026Q2: 48,443 shares 48,443 $1.92M 0.51% 0 Timeline IBDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 46,886 shares; 2026Q1: 63,049 shares; 2026Q2: 81,509 shares 81,509 $1.78M 0.48% +18,460 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: 12,304 shares; 2024Q4: 12,194 shares; 2025Q1: 12,194 shares; 2025Q2: 12,194 shares; 2025Q3: 12,194 shares; 2025Q4: 12,828 shares; 2026Q1: 14,027 shares; 2026Q2: 12,812 shares 12,812 $1.75M 0.47% -1,215 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: 4,082 shares; 2024Q4: 4,082 shares; 2025Q1: 4,082 shares; 2025Q2: 4,524 shares; 2025Q3: 4,824 shares; 2025Q4: 4,820 shares; 2026Q1: 4,788 shares; 2026Q2: 4,788 shares 4,788 $1.69M 0.45% 0 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: 21,568 shares; 2024Q4: 9,902 shares; 2025Q1: 11,050 shares; 2025Q2: 10,742 shares; 2025Q3: 10,842 shares; 2025Q4: 10,588 shares; 2026Q1: 10,556 shares; 2026Q2: 9,951 shares 9,951 $1.65M 0.44% -605 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,395 shares; 2024Q4: 57,391 shares; 2025Q1: 57,391 shares; 2025Q2: 57,391 shares; 2025Q3: 63,891 shares; 2025Q4: 67,891 shares; 2026Q1: 67,891 shares; 2026Q2: 67,891 shares 67,891 $1.64M 0.44% 0 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,815 shares; 2024Q4: 7,815 shares; 2025Q1: 8,523 shares; 2025Q2: 8,523 shares; 2025Q3: 8,523 shares; 2025Q4: 7,015 shares; 2026Q1: 6,995 shares; 2026Q2: 6,995 shares 6,995 $1.54M 0.41% 0 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,304 shares 1,304 $1.51M 0.4% new Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,660 shares; 2024Q4: 34,660 shares; 2025Q1: 34,660 shares; 2025Q2: 33,534 shares; 2025Q3: 30,735 shares; 2025Q4: 24,497 shares; 2026Q1: 19,323 shares; 2026Q2: 18,756 shares 18,756 $1.42M 0.38% -567 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: 7,450 shares; 2024Q4: 7,430 shares; 2025Q1: 7,430 shares; 2025Q2: 7,130 shares; 2025Q3: 6,980 shares; 2025Q4: 5,410 shares; 2026Q1: 4,585 shares; 2026Q2: 4,000 shares 4,000 $1.41M 0.38% -585 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: 5,706 shares; 2024Q4: 5,706 shares; 2025Q1: 5,706 shares; 2025Q2: 5,706 shares; 2025Q3: 5,232 shares; 2025Q4: 4,532 shares; 2026Q1: 4,532 shares; 2026Q2: 4,532 shares 4,532 $1.23M 0.33% 0 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: 8,956 shares; 2024Q4: 8,956 shares; 2025Q1: 8,956 shares; 2025Q2: 8,806 shares; 2025Q3: 8,806 shares; 2025Q4: 8,806 shares; 2026Q1: 8,736 shares; 2026Q2: 8,242 shares 8,242 $1.21M 0.32% -494 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: 18,371 shares; 2024Q4: 16,933 shares; 2025Q1: 16,933 shares; 2025Q2: 20,577 shares; 2025Q3: 20,577 shares; 2025Q4: 20,577 shares; 2026Q1: 20,410 shares; 2026Q2: 20,410 shares 20,410 $1.16M 0.31% 0 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,775 shares; 2024Q4: 6,875 shares; 2025Q1: 6,875 shares; 2025Q2: 6,875 shares; 2025Q3: 6,875 shares; 2025Q4: 7,000 shares; 2026Q1: 13,795 shares; 2026Q2: 14,700 shares 14,700 $1.12M 0.3% +905 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: not reported; 2024Q4: 26,661 shares; 2025Q1: 5,205 shares; 2025Q2: 5,205 shares; 2025Q3: 5,205 shares; 2025Q4: 5,205 shares; 2026Q1: 5,205 shares; 2026Q2: 5,205 shares 5,205 $1.11M 0.3% 0 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: 3,036 shares; 2024Q4: 3,036 shares; 2025Q1: 3,036 shares; 2025Q2: 3,036 shares; 2025Q3: 3,036 shares; 2025Q4: 3,036 shares; 2026Q1: 3,236 shares; 2026Q2: 3,236 shares 3,236 $910K 0.24% 0 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: 1,150 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,150 shares; 2025Q3: 1,150 shares; 2025Q4: 1,150 shares; 2026Q1: 1,150 shares; 2026Q2: 1,150 shares 1,150 $831K 0.22% 0 Timeline BIPC BROOKFIELD INFRASTRUCTURE CO More: the full row for BROOKFIELD INFRASTRUCTURE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 21,506 shares; 2025Q1: 25,471 shares; 2025Q2: 19,760 shares; 2025Q3: 21,714 shares; 2025Q4: 19,942 shares; 2026Q1: 19,061 shares; 2026Q2: 19,061 shares 19,061 $734K 0.2% 0 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: 47,262 shares; 2024Q4: 42,791 shares; 2025Q1: 41,873 shares; 2025Q2: 41,623 shares; 2025Q3: 41,623 shares; 2025Q4: 36,886 shares; 2026Q1: 32,731 shares; 2026Q2: 23,858 shares 23,858 $727K 0.19% -8,873 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: 3,808 shares; 2024Q4: 3,347 shares; 2025Q1: 3,337 shares; 2025Q2: 3,277 shares; 2025Q3: 3,242 shares; 2025Q4: 3,227 shares; 2026Q1: 2,135 shares; 2026Q2: 1,935 shares 1,935 $716K 0.19% -200 Timeline IBDW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 31,273 shares 31,273 $652K 0.17% new 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: 1,728 shares; 2024Q4: 1,728 shares; 2025Q1: 1,728 shares; 2025Q2: 1,728 shares; 2025Q3: 1,728 shares; 2025Q4: 1,728 shares; 2026Q1: 1,728 shares; 2026Q2: 1,728 shares 1,728 $646K 0.17% 0 Timeline HFWA HERITAGE FINL CORP WASH More: the full row for HERITAGE FINL CORP WASH 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: 20,550 shares 20,550 $609K 0.16% new 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: 791 shares; 2024Q4: 791 shares; 2025Q1: 791 shares; 2025Q2: 791 shares; 2025Q3: 794 shares; 2025Q4: 794 shares; 2026Q1: 794 shares; 2026Q2: 794 shares 794 $593K 0.16% 0 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: 7,092 shares; 2024Q4: 7,092 shares; 2025Q1: 7,092 shares; 2025Q2: 7,092 shares; 2025Q3: 7,092 shares; 2025Q4: 7,092 shares; 2026Q1: 7,092 shares; 2026Q2: 7,092 shares 7,092 $576K 0.15% 0 Timeline XSOE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,745 shares; 2024Q4: 10,745 shares; 2025Q1: 10,745 shares; 2025Q2: 10,745 shares; 2025Q3: 10,745 shares; 2025Q4: 10,745 shares; 2026Q1: 10,745 shares; 2026Q2: 10,745 shares 10,745 $528K 0.14% 0 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 295 shares; 2024Q4: 295 shares; 2025Q1: not reported; 2025Q2: 295 shares; 2025Q3: 295 shares; 2025Q4: 257 shares; 2026Q1: 257 shares; 2026Q2: 257 shares 257 $511K 0.14% 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: 428 shares; 2025Q3: 428 shares; 2025Q4: 428 shares; 2026Q1: 428 shares; 2026Q2: 428 shares 428 $503K 0.13% 0 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: 2,645 shares; 2024Q4: 2,645 shares; 2025Q1: 2,645 shares; 2025Q2: 2,645 shares; 2025Q3: 2,645 shares; 2025Q4: 2,645 shares; 2026Q1: 2,249 shares; 2026Q2: 2,249 shares 2,249 $407K 0.11% 0 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 255 shares; 2024Q4: 255 shares; 2025Q1: 255 shares; 2025Q2: 255 shares; 2025Q3: 255 shares; 2025Q4: 255 shares; 2026Q1: 255 shares; 2026Q2: 255 shares 255 $347K 0.09% 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: 3,936 shares; 2024Q4: 3,936 shares; 2025Q1: 3,936 shares; 2025Q2: 3,936 shares; 2025Q3: 3,936 shares; 2025Q4: 3,936 shares; 2026Q1: 3,936 shares; 2026Q2: 3,936 shares 3,936 $346K 0.09% 0 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,810 shares; 2024Q4: not reported; 2025Q1: 3,810 shares; 2025Q2: 3,810 shares; 2025Q3: 3,810 shares; 2025Q4: 3,810 shares; 2026Q1: 3,810 shares; 2026Q2: 3,810 shares 3,810 $316K 0.08% 0 Timeline TDIV 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: 5,000 shares; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 2,500 shares; 2026Q1: 2,500 shares; 2026Q2: 2,500 shares 2,500 $287K 0.08% 0 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: 1,875 shares 1,875 $262K 0.07% new 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: 3,409 shares; 2024Q4: 10,227 shares; 2025Q1: 10,227 shares; 2025Q2: 10,227 shares; 2025Q3: 8,550 shares; 2025Q4: 8,550 shares; 2026Q1: 7,626 shares; 2026Q2: 7,626 shares 7,626 $242K 0.06% 0 Timeline ACWI 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: 1,463 shares; 2026Q2: 1,496 shares 1,496 $235K 0.06% +33 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 194 shares; 2026Q1: not reported; 2026Q2: 194 shares 194 $233K 0.06% 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: 2,352 shares; 2025Q4: 2,352 shares; 2026Q1: 2,352 shares; 2026Q2: 2,352 shares 2,352 $227K 0.06% 0 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,024 shares 1,024 $227K 0.06% new Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP 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: 2,954 shares 2,954 $213K 0.06% new Timeline EDD MORGAN STANLEY EMERGING MKTS More: the full row for MORGAN STANLEY EMERGING MKTS 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: 15,000 shares; 2026Q2: 15,000 shares 15,000 $88.2K 0.02% 0 Timeline