IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 243,450 shares; 2024Q4: 240,338 shares; 2025Q1: 228,672 shares; 2025Q2: 241,047 shares; 2025Q3: 241,374 shares; 2025Q4: 238,577 shares; 2026Q1: 241,251 shares; 2026Q2: 228,398 shares 228,398 $43M 21.49% -12,853 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: 34,556 shares; 2024Q4: 34,386 shares; 2025Q1: 34,029 shares; 2025Q2: 34,930 shares; 2025Q3: 36,297 shares; 2025Q4: 36,453 shares; 2026Q1: 36,399 shares; 2026Q2: 35,233 shares 35,233 $26.4M 13.2% -1,166 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: 170,774 shares; 2024Q4: 168,983 shares; 2025Q1: 172,564 shares; 2025Q2: 248,670 shares; 2025Q3: 258,158 shares; 2025Q4: 263,486 shares; 2026Q1: 255,880 shares; 2026Q2: 255,515 shares 255,515 $18.2M 9.11% -365 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 73,213 shares; 2024Q4: 74,872 shares; 2025Q1: 79,330 shares; 2025Q2: 85,053 shares; 2025Q3: 93,017 shares; 2025Q4: 95,432 shares; 2026Q1: 96,481 shares; 2026Q2: 105,190 shares 105,190 $16.7M 8.35% +8,709 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: 73,930 shares; 2024Q4: 72,505 shares; 2025Q1: 68,555 shares; 2025Q2: 69,195 shares; 2025Q3: 70,411 shares; 2025Q4: 70,037 shares; 2026Q1: 110,975 shares; 2026Q2: 113,991 shares 113,991 $6.8M 3.4% +3,016 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: 44,610 shares; 2024Q4: 43,900 shares; 2025Q1: 42,775 shares; 2025Q2: 43,247 shares; 2025Q3: 42,901 shares; 2025Q4: 41,964 shares; 2026Q1: 41,692 shares; 2026Q2: 39,993 shares 39,993 $6.17M 3.09% -1,699 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,455 shares; 2024Q4: 165,300 shares; 2025Q1: 157,580 shares; 2025Q2: 157,214 shares; 2025Q3: 159,202 shares; 2025Q4: 159,319 shares; 2026Q1: 152,398 shares; 2026Q2: 152,811 shares 152,811 $5.63M 2.82% +413 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: 33,593 shares; 2024Q4: 34,064 shares; 2025Q1: 35,259 shares; 2025Q2: 37,626 shares; 2025Q3: 40,551 shares; 2025Q4: 42,862 shares; 2026Q1: 40,537 shares; 2026Q2: 46,125 shares 46,125 $5.08M 2.54% +5,588 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: 24,989 shares; 2024Q4: 24,283 shares; 2025Q1: 22,437 shares; 2025Q2: 21,913 shares; 2025Q3: 21,319 shares; 2025Q4: 20,883 shares; 2026Q1: 20,288 shares; 2026Q2: 19,874 shares 19,874 $4.51M 2.26% -414 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: 4,606 shares; 2024Q4: 4,944 shares; 2025Q1: 6,672 shares; 2025Q2: 8,337 shares; 2025Q3: 22,408 shares; 2025Q4: 23,256 shares; 2026Q1: 21,265 shares; 2026Q2: 21,820 shares 21,820 $4.37M 2.18% +555 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: 15,418 shares; 2024Q4: 15,182 shares; 2025Q1: 14,319 shares; 2025Q2: 13,435 shares; 2025Q3: 13,369 shares; 2025Q4: 13,320 shares; 2026Q1: 13,320 shares; 2026Q2: 53,280 shares 53,280 $4.29M 2.15% +39,960 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: 38,540 shares; 2024Q4: 37,381 shares; 2025Q1: 33,472 shares; 2025Q2: 32,297 shares; 2025Q3: 32,993 shares; 2025Q4: 31,369 shares; 2026Q1: 29,843 shares; 2026Q2: 29,299 shares 29,299 $4.03M 2.02% -544 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: 29,038 shares; 2024Q4: 26,597 shares; 2025Q1: 25,966 shares; 2025Q2: 35,427 shares; 2025Q3: 35,493 shares; 2025Q4: 35,641 shares; 2026Q1: 35,675 shares; 2026Q2: 35,550 shares 35,550 $3.65M 1.83% -125 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: 10,454 shares; 2024Q4: 10,204 shares; 2025Q1: 9,023 shares; 2025Q2: 8,806 shares; 2025Q3: 8,612 shares; 2025Q4: 8,385 shares; 2026Q1: 8,276 shares; 2026Q2: 40,715 shares 40,715 $3.58M 1.79% +32,439 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,587 shares; 2024Q4: 20,176 shares; 2025Q1: 22,109 shares; 2025Q2: 25,913 shares; 2025Q3: 27,792 shares; 2025Q4: 29,919 shares; 2026Q1: 28,151 shares; 2026Q2: 30,033 shares 30,033 $3.31M 1.66% +1,882 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,856 shares; 2024Q4: 13,635 shares; 2025Q1: 12,486 shares; 2025Q2: 12,415 shares; 2025Q3: 12,121 shares; 2025Q4: 12,041 shares; 2026Q1: 11,818 shares; 2026Q2: 11,818 shares 11,818 $3.23M 1.62% 0 Timeline NTAP NETAPP INC More: the full row for NETAPP 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: 18,634 shares 18,634 $2.88M 1.44% new 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: 10,539 shares; 2024Q4: 10,302 shares; 2025Q1: 10,321 shares; 2025Q2: 10,656 shares; 2025Q3: 10,250 shares; 2025Q4: 10,280 shares; 2026Q1: 10,254 shares; 2026Q2: 10,175 shares 10,175 $2.86M 1.43% -79 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,437 shares; 2024Q4: 30,772 shares; 2025Q1: 28,554 shares; 2025Q2: 33,725 shares; 2025Q3: 33,592 shares; 2025Q4: 33,379 shares; 2026Q1: 32,319 shares; 2026Q2: 31,677 shares 31,677 $2.82M 1.41% -642 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: 5,601 shares; 2024Q4: 5,783 shares; 2025Q1: 7,448 shares; 2025Q2: 6,836 shares; 2025Q3: 19,630 shares; 2025Q4: 20,118 shares; 2026Q1: 8,331 shares; 2026Q2: 8,928 shares 8,928 $2.58M 1.29% +597 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: 15,803 shares; 2024Q4: 15,490 shares; 2025Q1: 15,416 shares; 2025Q2: 15,247 shares; 2025Q3: 15,179 shares; 2025Q4: 14,931 shares; 2026Q1: 14,892 shares; 2026Q2: 14,892 shares 14,892 $2.43M 1.22% 0 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: 48,253 shares; 2024Q4: 43,853 shares; 2025Q1: 43,047 shares; 2025Q2: 44,254 shares; 2025Q3: 43,722 shares; 2025Q4: 44,302 shares; 2026Q1: 43,793 shares; 2026Q2: 41,740 shares 41,740 $2.18M 1.09% -2,053 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: 5,414 shares; 2024Q4: 5,080 shares; 2025Q1: 5,289 shares; 2025Q2: 5,606 shares; 2025Q3: 9,715 shares; 2025Q4: 9,968 shares; 2026Q1: 5,442 shares; 2026Q2: 5,435 shares 5,435 $2.03M 1.01% -7 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: 23,047 shares; 2024Q4: 20,734 shares; 2025Q1: 20,280 shares; 2025Q2: 20,262 shares; 2025Q3: 20,004 shares; 2025Q4: 18,595 shares; 2026Q1: 29,194 shares; 2026Q2: 29,187 shares 29,187 $1.6M 0.8% -7 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: 17,201 shares; 2024Q4: 16,285 shares; 2025Q1: 15,209 shares; 2025Q2: 14,869 shares; 2025Q3: 14,878 shares; 2025Q4: 14,682 shares; 2026Q1: 21,500 shares; 2026Q2: 21,910 shares 21,910 $1.13M 0.57% +410 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: 1,357 shares; 2025Q1: 1,935 shares; 2025Q2: 2,118 shares; 2025Q3: 15,068 shares; 2025Q4: 15,774 shares; 2026Q1: 2,679 shares; 2026Q2: 3,069 shares 3,069 $1.1M 0.55% +390 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: 2,266 shares; 2024Q4: 2,248 shares; 2025Q1: 2,200 shares; 2025Q2: 2,176 shares; 2025Q3: 2,165 shares; 2025Q4: 2,148 shares; 2026Q1: 2,124 shares; 2026Q2: 12,725 shares 12,725 $1.1M 0.55% +10,601 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: 12,477 shares; 2024Q4: 11,863 shares; 2025Q1: 12,662 shares; 2025Q2: 12,191 shares; 2025Q3: 12,191 shares; 2025Q4: 12,191 shares; 2026Q1: 12,835 shares; 2026Q2: 12,835 shares 12,835 $990K 0.5% 0 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: 8,151 shares; 2024Q4: 32,436 shares; 2025Q1: 29,002 shares; 2025Q2: 27,916 shares; 2025Q3: 27,874 shares; 2025Q4: 27,339 shares; 2026Q1: 22,630 shares; 2026Q2: 22,484 shares 22,484 $761K 0.38% -146 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: 1,319 shares; 2024Q4: 1,483 shares; 2025Q1: 2,427 shares; 2025Q2: 2,192 shares; 2025Q3: 14,221 shares; 2025Q4: 14,615 shares; 2026Q1: 2,535 shares; 2026Q2: 3,125 shares 3,125 $745K 0.37% +590 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,180 shares; 2024Q4: 37,180 shares; 2025Q1: 37,180 shares; 2025Q2: 37,180 shares; 2025Q3: 37,180 shares; 2025Q4: 37,180 shares; 2026Q1: 37,180 shares; 2026Q2: 37,180 shares 37,180 $711K 0.36% 0 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: 7,070 shares; 2024Q4: 7,070 shares; 2025Q1: 7,354 shares; 2025Q2: 7,023 shares; 2025Q3: 7,023 shares; 2025Q4: 6,840 shares; 2026Q1: 6,840 shares; 2026Q2: 6,829 shares 6,829 $660K 0.33% -11 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: not reported; 2024Q4: not reported; 2025Q1: 617 shares; 2025Q2: 769 shares; 2025Q3: 1,486 shares; 2025Q4: 805 shares; 2026Q1: 821 shares; 2026Q2: 1,210 shares 1,210 $605K 0.3% +389 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,691 shares 1,691 $598K 0.3% new Timeline MCK MCKESSON CORP More: the full row for MCKESSON 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: 715 shares 715 $540K 0.27% new 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: 444 shares 444 $513K 0.26% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 17,364 shares 17,364 $511K 0.26% new 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: 1,206 shares; 2024Q4: 1,053 shares; 2025Q1: 1,186 shares; 2025Q2: 1,112 shares; 2025Q3: 1,121 shares; 2025Q4: 1,270 shares; 2026Q1: 1,307 shares; 2026Q2: 1,533 shares 1,533 $502K 0.25% +226 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,078 shares; 2026Q2: 10,078 shares 10,078 $499K 0.25% 0 Timeline BOND 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,406 shares 5,406 $498K 0.25% new 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: not reported; 2024Q4: not reported; 2025Q1: 1,175 shares; 2025Q2: 1,175 shares; 2025Q3: 1,362 shares; 2025Q4: 1,362 shares; 2026Q1: 1,362 shares; 2026Q2: 1,288 shares 1,288 $471K 0.24% -74 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: 3,268 shares; 2024Q4: 3,268 shares; 2025Q1: 3,268 shares; 2025Q2: 3,268 shares; 2025Q3: 3,268 shares; 2025Q4: 3,268 shares; 2026Q1: 3,268 shares; 2026Q2: 3,268 shares 3,268 $465K 0.23% 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: 748 shares; 2025Q3: 818 shares; 2025Q4: 921 shares; 2026Q1: 1,086 shares; 2026Q2: 1,224 shares 1,224 $462K 0.23% +138 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: not reported; 2024Q4: not reported; 2025Q1: 5,077 shares; 2025Q2: 1,492 shares; 2025Q3: 1,734 shares; 2025Q4: 1,546 shares; 2026Q1: 1,696 shares; 2026Q2: 1,814 shares 1,814 $461K 0.23% +118 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: not reported; 2024Q4: not reported; 2025Q1: 397 shares; 2025Q2: 547 shares; 2025Q3: 540 shares; 2025Q4: 540 shares; 2026Q1: 540 shares; 2026Q2: 543 shares 543 $405K 0.2% +3 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: not reported; 2024Q4: not reported; 2025Q1: 953 shares; 2025Q2: 995 shares; 2025Q3: 981 shares; 2025Q4: 964 shares; 2026Q1: 980 shares; 2026Q2: 1,152 shares 1,152 $395K 0.2% +172 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: 6,899 shares; 2024Q4: 4,894 shares; 2025Q1: 4,300 shares; 2025Q2: 3,522 shares; 2025Q3: 3,522 shares; 2025Q4: 3,522 shares; 2026Q1: 3,522 shares; 2026Q2: 3,522 shares 3,522 $379K 0.19% 0 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: 417 shares; 2024Q4: 446 shares; 2025Q1: 501 shares; 2025Q2: 529 shares; 2025Q3: 561 shares; 2025Q4: 553 shares; 2026Q1: 579 shares; 2026Q2: 654 shares 654 $368K 0.18% +75 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,569 shares 4,569 $348K 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 823 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 913 shares 913 $341K 0.17% new 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: 2,388 shares 2,388 $333K 0.17% new 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: 451 shares; 2024Q4: 451 shares; 2025Q1: 471 shares; 2025Q2: 471 shares; 2025Q3: 471 shares; 2025Q4: 477 shares; 2026Q1: 471 shares; 2026Q2: 471 shares 471 $323K 0.16% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 449 shares; 2025Q3: 449 shares; 2025Q4: 449 shares; 2026Q1: 425 shares; 2026Q2: 425 shares 425 $313K 0.16% 0 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,296 shares; 2024Q4: 1,341 shares; 2025Q1: 1,269 shares; 2025Q2: 1,278 shares; 2025Q3: 1,303 shares; 2025Q4: 1,130 shares; 2026Q1: 1,146 shares; 2026Q2: 1,220 shares 1,220 $307K 0.15% +74 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: 521 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 608 shares; 2025Q4: 1,037 shares; 2026Q1: 722 shares; 2026Q2: 722 shares 722 $304K 0.15% 0 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,230 shares; 2024Q4: 4,969 shares; 2025Q1: 3,269 shares; 2025Q2: 3,251 shares; 2025Q3: 3,287 shares; 2025Q4: 3,316 shares; 2026Q1: 3,349 shares; 2026Q2: 3,379 shares 3,379 $300K 0.15% +30 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: 921 shares; 2024Q4: 921 shares; 2025Q1: 870 shares; 2025Q2: 870 shares; 2025Q3: 870 shares; 2025Q4: 849 shares; 2026Q1: 849 shares; 2026Q2: 849 shares 849 $292K 0.15% 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 247 shares 247 $290K 0.15% new 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 580 shares 580 $277K 0.14% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 138 shares 138 $275K 0.14% new Timeline AGG 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: 2,768 shares 2,768 $274K 0.14% new Timeline WELL WELLTOWER INC More: the full row for WELLTOWER 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: 1,114 shares; 2026Q1: 1,146 shares; 2026Q2: 1,168 shares 1,168 $265K 0.13% +22 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA 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: 1,193 shares; 2026Q1: not reported; 2026Q2: 1,240 shares 1,240 $257K 0.13% 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: 1,905 shares; 2026Q1: 2,007 shares; 2026Q2: 1,950 shares 1,950 $251K 0.13% -57 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: not reported; 2026Q1: not reported; 2026Q2: 196 shares 196 $235K 0.12% new 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 399 shares 399 $232K 0.12% new 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: 2,365 shares; 2024Q4: 2,389 shares; 2025Q1: not reported; 2025Q2: 1,770 shares; 2025Q3: 1,769 shares; 2025Q4: 1,994 shares; 2026Q1: not reported; 2026Q2: 2,372 shares 2,372 $228K 0.11% new Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP 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: 1,742 shares; 2026Q2: 1,730 shares 1,730 $219K 0.11% -12 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: 3,157 shares; 2024Q4: 2,688 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,767 shares; 2026Q2: 1,917 shares 1,917 $217K 0.11% +150 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 849 shares 849 $209K 0.1% new Timeline USHY 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: 5,524 shares 5,524 $204K 0.1% 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,513 shares 2,513 $204K 0.1% new Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,935 shares 9,935 $202K 0.1% new Timeline