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; 2024Q4: 50,904 shares; 2025Q1: 50,837 shares; 2025Q2: 51,271 shares; 2025Q3: 50,514 shares; 2025Q4: 51,359 shares; 2026Q1: 51,595 shares; 2026Q2: not loaded; 2026Q3: 49,911 shares 49,911 $17.6M 11.1% 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; 2024Q4: 208,612 shares; 2025Q1: 211,454 shares; 2025Q2: 210,393 shares; 2025Q3: 216,017 shares; 2025Q4: 218,422 shares; 2026Q1: 212,549 shares; 2026Q2: not loaded; 2026Q3: 214,408 shares 214,408 $15.1M 9.57% 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; 2024Q4: 35,792 shares; 2025Q1: 36,759 shares; 2025Q2: 37,439 shares; 2025Q3: 37,552 shares; 2025Q4: 38,448 shares; 2026Q1: 38,722 shares; 2026Q2: not loaded; 2026Q3: 156,941 shares 156,941 $12.3M 7.78% 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; 2024Q4: 38,573 shares; 2025Q1: 38,737 shares; 2025Q2: 40,053 shares; 2025Q3: 40,091 shares; 2025Q4: 41,077 shares; 2026Q1: 40,388 shares; 2026Q2: not loaded; 2026Q3: 39,982 shares 39,982 $11.4M 7.19% Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 107,646 shares; 2025Q1: 111,043 shares; 2025Q2: 112,080 shares; 2025Q3: 114,432 shares; 2025Q4: 115,286 shares; 2026Q1: 117,118 shares; 2026Q2: not loaded; 2026Q3: 121,841 shares 121,841 $10.9M 6.9% 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; 2024Q4: 74,618 shares; 2025Q1: 76,724 shares; 2025Q2: 77,590 shares; 2025Q3: 80,293 shares; 2025Q4: 86,147 shares; 2026Q1: 87,499 shares; 2026Q2: not loaded; 2026Q3: 93,541 shares 93,541 $6.56M 4.15% Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 53,673 shares; 2025Q1: 55,317 shares; 2025Q2: 54,456 shares; 2025Q3: 55,954 shares; 2025Q4: 56,398 shares; 2026Q1: 56,764 shares; 2026Q2: not loaded; 2026Q3: 59,100 shares 59,100 $6.15M 3.89% Timeline CMDY ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 65,005 shares; 2025Q1: 68,513 shares; 2025Q2: 68,640 shares; 2025Q3: 71,582 shares; 2025Q4: 93,309 shares; 2026Q1: 91,840 shares; 2026Q2: not loaded; 2026Q3: 89,945 shares 89,945 $5.72M 3.62% Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 104,091 shares; 2025Q1: 108,104 shares; 2025Q2: 109,726 shares; 2025Q3: 110,370 shares; 2025Q4: 116,774 shares; 2026Q1: 113,882 shares; 2026Q2: not loaded; 2026Q3: 118,816 shares 118,816 $5.57M 3.52% Timeline BSCT 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; 2024Q4: 198,133 shares; 2025Q1: 211,683 shares; 2025Q2: 211,584 shares; 2025Q3: 216,026 shares; 2025Q4: 218,064 shares; 2026Q1: 228,195 shares; 2026Q2: not loaded; 2026Q3: 232,358 shares 232,358 $4.23M 2.67% 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; 2024Q4: 172,745 shares; 2025Q1: 188,037 shares; 2025Q2: 186,867 shares; 2025Q3: 190,586 shares; 2025Q4: 192,378 shares; 2026Q1: 202,139 shares; 2026Q2: not loaded; 2026Q3: 208,883 shares 208,883 $4.2M 2.66% 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; 2024Q4: 173,383 shares; 2025Q1: 184,089 shares; 2025Q2: 186,355 shares; 2025Q3: 189,202 shares; 2025Q4: 189,582 shares; 2026Q1: 197,215 shares; 2026Q2: not loaded; 2026Q3: 204,575 shares 204,575 $4M 2.53% Timeline BSCU 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; 2024Q4: 198,854 shares; 2025Q1: 216,006 shares; 2025Q2: 217,042 shares; 2025Q3: 223,327 shares; 2025Q4: 233,014 shares; 2026Q1: 231,938 shares; 2026Q2: not loaded; 2026Q3: 237,166 shares 237,166 $3.83M 2.42% Timeline BSCV 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; 2024Q4: 73,583 shares; 2025Q1: 75,418 shares; 2025Q2: 80,143 shares; 2025Q3: 94,803 shares; 2025Q4: 216,296 shares; 2026Q1: 216,913 shares; 2026Q2: not loaded; 2026Q3: 230,415 shares 230,415 $3.63M 2.3% 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; 2024Q4: 181,121 shares; 2025Q1: 190,310 shares; 2025Q2: 192,909 shares; 2025Q3: 195,044 shares; 2025Q4: 207,805 shares; 2026Q1: 214,225 shares; 2026Q2: not loaded; 2026Q3: 169,753 shares 169,753 $3.31M 2.09% Timeline BSJR 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; 2024Q4: 7,088 shares; 2025Q1: 7,824 shares; 2025Q2: 13,339 shares; 2025Q3: 84,228 shares; 2025Q4: 122,077 shares; 2026Q1: 123,176 shares; 2026Q2: not loaded; 2026Q3: 130,191 shares 130,191 $2.88M 1.82% Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 24,247 shares; 2025Q1: 24,229 shares; 2025Q2: 23,756 shares; 2025Q3: 23,034 shares; 2025Q4: 22,406 shares; 2026Q1: 24,617 shares; 2026Q2: not loaded; 2026Q3: 25,112 shares 25,112 $2.61M 1.65% Timeline BLV 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; 2024Q4: 34,000 shares; 2025Q1: 33,832 shares; 2025Q2: 34,578 shares; 2025Q3: 35,131 shares; 2025Q4: 35,885 shares; 2026Q1: 36,023 shares; 2026Q2: not loaded; 2026Q3: 37,020 shares 37,020 $2.32M 1.47% Timeline BSJQ 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; 2024Q4: 108,720 shares; 2025Q1: 110,821 shares; 2025Q2: 112,815 shares; 2025Q3: 115,289 shares; 2025Q4: 120,490 shares; 2026Q1: 119,356 shares; 2026Q2: not loaded; 2026Q3: 98,342 shares 98,342 $2.24M 1.42% Timeline XLRE 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; 2024Q4: 37,311 shares; 2025Q1: 38,664 shares; 2025Q2: 39,697 shares; 2025Q3: 40,948 shares; 2025Q4: 50,738 shares; 2026Q1: 50,096 shares; 2026Q2: not loaded; 2026Q3: 49,917 shares 49,917 $2.04M 1.29% Timeline BSCW 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,360 shares; 2025Q4: 61,823 shares; 2026Q1: 65,043 shares; 2026Q2: not loaded; 2026Q3: 102,498 shares 102,498 $2.01M 1.27% Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 23,500 shares; 2025Q1: 23,594 shares; 2025Q2: 22,795 shares; 2025Q3: 26,140 shares; 2025Q4: 30,419 shares; 2026Q1: 33,650 shares; 2026Q2: not loaded; 2026Q3: 35,339 shares 35,339 $1.74M 1.1% Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,505 shares; 2025Q1: 12,843 shares; 2025Q2: 13,130 shares; 2025Q3: 14,088 shares; 2025Q4: 13,570 shares; 2026Q1: 13,494 shares; 2026Q2: not loaded; 2026Q3: 13,888 shares 13,888 $1.31M 0.83% Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 39,335 shares; 2025Q1: 39,541 shares; 2025Q2: 39,884 shares; 2025Q3: 41,531 shares; 2025Q4: 51,471 shares; 2026Q1: 50,855 shares; 2026Q2: not loaded; 2026Q3: 51,497 shares 51,497 $1.29M 0.82% Timeline IBTI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,054 shares; 2025Q1: 1,054 shares; 2025Q2: 1,549 shares; 2025Q3: 3,331 shares; 2025Q4: 50,686 shares; 2026Q1: 51,543 shares; 2026Q2: not loaded; 2026Q3: 56,063 shares 56,063 $1.23M 0.78% Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 39,212 shares; 2025Q1: 40,248 shares; 2025Q2: 42,259 shares; 2025Q3: 44,815 shares; 2025Q4: 46,266 shares; 2026Q1: 47,322 shares; 2026Q2: not loaded; 2026Q3: 50,986 shares 50,986 $1.14M 0.72% Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 46,834 shares; 2025Q1: 46,599 shares; 2025Q2: 46,552 shares; 2025Q3: 47,471 shares; 2025Q4: 52,772 shares; 2026Q1: 52,493 shares; 2026Q2: not loaded; 2026Q3: 44,441 shares 44,441 $1.02M 0.64% Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,215 shares; 2025Q1: 1,312 shares; 2025Q2: 1,312 shares; 2025Q3: 1,258 shares; 2025Q4: 1,237 shares; 2026Q1: 1,232 shares; 2026Q2: not loaded; 2026Q3: 1,220 shares 1,220 $934K 0.59% Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,532 shares; 2025Q1: 3,440 shares; 2025Q2: 3,216 shares; 2025Q3: 3,033 shares; 2025Q4: 2,820 shares; 2026Q1: 2,820 shares; 2026Q2: not loaded; 2026Q3: 2,735 shares 2,735 $911K 0.58% Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,547 shares; 2025Q1: 7,547 shares; 2025Q2: 6,646 shares; 2025Q3: 6,646 shares; 2025Q4: 6,646 shares; 2026Q1: 6,641 shares; 2026Q2: not loaded; 2026Q3: 6,495 shares 6,495 $884K 0.56% Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,009 shares; 2025Q1: 12,029 shares; 2025Q2: 12,660 shares; 2025Q3: 13,528 shares; 2025Q4: 16,365 shares; 2026Q1: 16,365 shares; 2026Q2: not loaded; 2026Q3: 17,103 shares 17,103 $810K 0.51% Timeline VNQI 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; 2024Q4: 9,499 shares; 2025Q1: 10,432 shares; 2025Q2: 10,587 shares; 2025Q3: 11,045 shares; 2025Q4: 15,318 shares; 2026Q1: 16,389 shares; 2026Q2: not loaded; 2026Q3: 18,189 shares 18,189 $773K 0.49% Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,181 shares; 2025Q1: 14,110 shares; 2025Q2: 14,711 shares; 2025Q3: 14,406 shares; 2025Q4: 13,961 shares; 2026Q1: 12,066 shares; 2026Q2: not loaded; 2026Q3: 11,813 shares 11,813 $743K 0.47% 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; 2024Q4: 3,519 shares; 2025Q1: 3,519 shares; 2025Q2: 3,519 shares; 2025Q3: 3,519 shares; 2025Q4: 3,519 shares; 2026Q1: 3,519 shares; 2026Q2: not loaded; 2026Q3: 3,519 shares 3,519 $732K 0.46% Timeline BSJS 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; 2024Q4: 4,094 shares; 2025Q1: 3,069 shares; 2025Q2: 3,069 shares; 2025Q3: 3,069 shares; 2025Q4: 3,810 shares; 2026Q1: 3,810 shares; 2026Q2: not loaded; 2026Q3: 32,558 shares 32,558 $697K 0.44% Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,165 shares; 2025Q1: 2,165 shares; 2025Q2: 2,165 shares; 2025Q3: 2,165 shares; 2025Q4: 2,165 shares; 2026Q1: 2,030 shares; 2026Q2: not loaded; 2026Q3: 1,998 shares 1,998 $687K 0.43% Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,069 shares; 2025Q1: 11,864 shares; 2025Q2: 10,191 shares; 2025Q3: 9,684 shares; 2025Q4: 9,684 shares; 2026Q1: 9,488 shares; 2026Q2: not loaded; 2026Q3: 9,170 shares 9,170 $660K 0.42% 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; 2024Q4: 1,850 shares; 2025Q1: 1,620 shares; 2025Q2: 1,632 shares; 2025Q3: 1,636 shares; 2025Q4: 1,772 shares; 2026Q1: 1,772 shares; 2026Q2: not loaded; 2026Q3: 1,623 shares 1,623 $607K 0.38% 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; 2024Q4: 679 shares; 2025Q1: 820 shares; 2025Q2: 937 shares; 2025Q3: 931 shares; 2025Q4: 862 shares; 2026Q1: 844 shares; 2026Q2: not loaded; 2026Q3: 844 shares 844 $592K 0.37% Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 934 shares; 2025Q1: 830 shares; 2025Q2: 787 shares; 2025Q3: 774 shares; 2025Q4: 772 shares; 2026Q1: 770 shares; 2026Q2: not loaded; 2026Q3: 765 shares 765 $566K 0.36% Timeline BSMU 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; 2024Q4: 24,327 shares; 2025Q1: 24,327 shares; 2025Q2: 24,327 shares; 2025Q3: 24,327 shares; 2025Q4: 25,494 shares; 2026Q1: 25,494 shares; 2026Q2: not loaded; 2026Q3: 26,000 shares 26,000 $543K 0.34% Timeline BSMQ 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; 2024Q4: 12,933 shares; 2025Q1: 13,057 shares; 2025Q2: 13,216 shares; 2025Q3: 13,216 shares; 2025Q4: 22,863 shares; 2026Q1: 22,863 shares; 2026Q2: not loaded; 2026Q3: 22,863 shares 22,863 $536K 0.34% Timeline BSMT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 20,556 shares; 2025Q1: 20,556 shares; 2025Q2: 21,251 shares; 2025Q3: 21,424 shares; 2025Q4: 23,301 shares; 2026Q1: 23,343 shares; 2026Q2: not loaded; 2026Q3: 23,279 shares 23,279 $518K 0.33% Timeline BSMS 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; 2024Q4: 19,437 shares; 2025Q1: 19,437 shares; 2025Q2: 20,016 shares; 2025Q3: 20,051 shares; 2025Q4: 21,537 shares; 2026Q1: 21,537 shares; 2026Q2: not loaded; 2026Q3: 22,298 shares 22,298 $508K 0.32% Timeline BSMR 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; 2024Q4: 15,763 shares; 2025Q1: 15,763 shares; 2025Q2: 15,923 shares; 2025Q3: 16,346 shares; 2025Q4: 17,618 shares; 2026Q1: 17,618 shares; 2026Q2: not loaded; 2026Q3: 20,644 shares 20,644 $480K 0.3% Timeline PRIM PRIMORIS SVCS CORP More: the full row for PRIMORIS SVCS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 4,018 shares; 2025Q2: 3,976 shares; 2025Q3: 9,338 shares; 2025Q4: 3,976 shares; 2026Q1: 3,976 shares; 2026Q2: not loaded; 2026Q3: 6,343 shares 6,343 $473K 0.3% 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; 2024Q4: 8,883 shares; 2025Q1: 8,905 shares; 2025Q2: 8,299 shares; 2025Q3: 8,454 shares; 2025Q4: 8,739 shares; 2026Q1: 8,359 shares; 2026Q2: not loaded; 2026Q3: 7,943 shares 7,943 $471K 0.3% 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; 2024Q4: 338 shares; 2025Q1: 338 shares; 2025Q2: 338 shares; 2025Q3: 338 shares; 2025Q4: 338 shares; 2026Q1: 338 shares; 2026Q2: not loaded; 2026Q3: 338 shares 338 $391K 0.25% 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; 2024Q4: 1,654 shares; 2025Q1: 1,650 shares; 2025Q2: 1,566 shares; 2025Q3: 1,566 shares; 2025Q4: 1,468 shares; 2026Q1: 993 shares; 2026Q2: not loaded; 2026Q3: 747 shares 747 $372K 0.24% Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 732 shares; 2025Q1: 732 shares; 2025Q2: 732 shares; 2025Q3: 732 shares; 2025Q4: 732 shares; 2026Q1: 732 shares; 2026Q2: not loaded; 2026Q3: 2,928 shares 2,928 $367K 0.23% Timeline BSMV 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,454 shares; 2025Q4: 12,605 shares; 2026Q1: 12,605 shares; 2026Q2: not loaded; 2026Q3: 17,625 shares 17,625 $351K 0.22% 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; 2024Q4: 1,529 shares; 2025Q1: 1,482 shares; 2025Q2: 1,462 shares; 2025Q3: 1,462 shares; 2025Q4: 1,462 shares; 2026Q1: 1,462 shares; 2026Q2: not loaded; 2026Q3: 1,373 shares 1,373 $342K 0.22% Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,386 shares; 2025Q1: 3,136 shares; 2025Q2: 3,316 shares; 2025Q3: 3,868 shares; 2025Q4: 4,207 shares; 2026Q1: 4,207 shares; 2026Q2: not loaded; 2026Q3: 3,826 shares 3,826 $311K 0.2% Timeline BSCX 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not loaded; 2026Q3: 15,236 shares 15,236 $305K 0.19% Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 843 shares; 2025Q1: 812 shares; 2025Q2: 812 shares; 2025Q3: 812 shares; 2025Q4: 812 shares; 2026Q1: 812 shares; 2026Q2: not loaded; 2026Q3: 812 shares 812 $289K 0.18% Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,346 shares; 2025Q1: 8,410 shares; 2025Q2: 8,410 shares; 2025Q3: 8,410 shares; 2025Q4: 8,410 shares; 2026Q1: 8,410 shares; 2026Q2: not loaded; 2026Q3: 8,410 shares 8,410 $274K 0.17% Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,641 shares; 2025Q1: 10,230 shares; 2025Q2: 10,230 shares; 2025Q3: 10,230 shares; 2025Q4: 10,230 shares; 2026Q1: 11,277 shares; 2026Q2: not loaded; 2026Q3: 10,438 shares 10,438 $252K 0.16% Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,719 shares; 2025Q1: 12,719 shares; 2025Q2: 12,179 shares; 2025Q3: 13,222 shares; 2025Q4: 11,862 shares; 2026Q1: 10,683 shares; 2026Q2: not loaded; 2026Q3: 10,295 shares 10,295 $250K 0.16% Timeline IBTJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not loaded; 2026Q3: 11,616 shares 11,616 $247K 0.16% Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,320 shares; 2025Q1: 1,320 shares; 2025Q2: 1,320 shares; 2025Q3: 1,320 shares; 2025Q4: 1,320 shares; 2026Q1: 1,320 shares; 2026Q2: not loaded; 2026Q3: 1,000 shares 1,000 $228K 0.14% Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 601 shares; 2025Q1: 601 shares; 2025Q2: 569 shares; 2025Q3: 557 shares; 2025Q4: 541 shares; 2026Q1: 488 shares; 2026Q2: not loaded; 2026Q3: 444 shares 444 $228K 0.14% Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 249 shares; 2025Q1: 249 shares; 2025Q2: 249 shares; 2025Q3: 249 shares; 2025Q4: 249 shares; 2026Q1: 249 shares; 2026Q2: not loaded; 2026Q3: 249 shares 249 $202K 0.13% Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,707 shares; 2025Q1: 2,520 shares; 2025Q2: 2,463 shares; 2025Q3: 2,446 shares; 2025Q4: 2,210 shares; 2026Q1: 2,108 shares; 2026Q2: not loaded; 2026Q3: 1,888 shares 1,888 $201K 0.13% Timeline IGLB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,342 shares; 2025Q1: 3,274 shares; 2025Q2: 3,545 shares; 2025Q3: 3,594 shares; 2025Q4: 4,283 shares; 2026Q1: 3,706 shares; 2026Q2: not loaded; 2026Q3: 4,220 shares 4,220 $193K 0.12% Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 800 shares; 2025Q1: 800 shares; 2025Q2: 800 shares; 2025Q3: 800 shares; 2025Q4: 800 shares; 2026Q1: 800 shares; 2026Q2: not loaded; 2026Q3: 800 shares 800 $163K 0.1% Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 546 shares; 2025Q1: 546 shares; 2025Q2: 712 shares; 2025Q3: 687 shares; 2025Q4: 496 shares; 2026Q1: 496 shares; 2026Q2: not loaded; 2026Q3: 496 shares 496 $138K 0.09% Timeline VOOV 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; 2024Q4: not reported; 2025Q1: 613 shares; 2025Q2: 616 shares; 2025Q3: 619 shares; 2025Q4: 622 shares; 2026Q1: 622 shares; 2026Q2: not loaded; 2026Q3: 622 shares 622 $137K 0.09% Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 2,907 shares; 2025Q2: 2,933 shares; 2025Q3: 2,933 shares; 2025Q4: 2,951 shares; 2026Q1: 2,767 shares; 2026Q2: not loaded; 2026Q3: 2,767 shares 2,767 $137K 0.09% 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; 2024Q4: 2,655 shares; 2025Q1: 2,655 shares; 2025Q2: 2,655 shares; 2025Q3: 2,503 shares; 2025Q4: 2,496 shares; 2026Q1: 2,496 shares; 2026Q2: not loaded; 2026Q3: 2,496 shares 2,496 $136K 0.09% Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 380 shares; 2025Q1: 380 shares; 2025Q2: 380 shares; 2025Q3: 380 shares; 2025Q4: 380 shares; 2026Q1: 380 shares; 2026Q2: not loaded; 2026Q3: 380 shares 380 $129K 0.08% Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 850 shares; 2025Q1: 850 shares; 2025Q2: 850 shares; 2025Q3: 850 shares; 2025Q4: 850 shares; 2026Q1: 850 shares; 2026Q2: not loaded; 2026Q3: 850 shares 850 $125K 0.08% 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; 2024Q4: 164 shares; 2025Q1: 164 shares; 2025Q2: 164 shares; 2025Q3: 164 shares; 2025Q4: 164 shares; 2026Q1: 164 shares; 2026Q2: not loaded; 2026Q3: 164 shares 164 $108K 0.07% Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,087 shares; 2025Q1: 1,736 shares; 2025Q2: 1,784 shares; 2025Q3: 1,775 shares; 2025Q4: 1,773 shares; 2026Q1: 1,744 shares; 2026Q2: not loaded; 2026Q3: 1,323 shares 1,323 $107K 0.07% Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,006 shares; 2025Q1: 1,006 shares; 2025Q2: 1,276 shares; 2025Q3: 1,276 shares; 2025Q4: 1,088 shares; 2026Q1: 1,069 shares; 2026Q2: not loaded; 2026Q3: 1,067 shares 1,067 $106K 0.07% Timeline HYLB DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,621 shares; 2025Q1: 6,375 shares; 2025Q2: 3,823 shares; 2025Q3: 3,823 shares; 2025Q4: 3,605 shares; 2026Q1: 3,605 shares; 2026Q2: not loaded; 2026Q3: 2,998 shares 2,998 $106K 0.07% Timeline EZM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,233 shares; 2025Q1: 1,233 shares; 2025Q2: 1,233 shares; 2025Q3: 1,233 shares; 2025Q4: 1,233 shares; 2026Q1: 1,233 shares; 2026Q2: not loaded; 2026Q3: 1,233 shares 1,233 $88.3K 0.06% Timeline VEU 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; 2024Q4: 1,014 shares; 2025Q1: 1,014 shares; 2025Q2: 1,014 shares; 2025Q3: 1,014 shares; 2025Q4: 1,014 shares; 2026Q1: 1,014 shares; 2026Q2: not loaded; 2026Q3: 1,014 shares 1,014 $84.1K 0.05% 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; 2024Q4: 2,372 shares; 2025Q1: 2,299 shares; 2025Q2: 2,216 shares; 2025Q3: 2,079 shares; 2025Q4: 1,919 shares; 2026Q1: 1,760 shares; 2026Q2: not loaded; 2026Q3: 1,039 shares 1,039 $81.1K 0.05% Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 282 shares; 2025Q1: 282 shares; 2025Q2: 282 shares; 2025Q3: 282 shares; 2025Q4: 282 shares; 2026Q1: 282 shares; 2026Q2: not loaded; 2026Q3: 239 shares 239 $77.7K 0.05% 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; 2024Q4: 77 shares; 2025Q1: 77 shares; 2025Q2: 77 shares; 2025Q3: 77 shares; 2025Q4: 77 shares; 2026Q1: 77 shares; 2026Q2: not loaded; 2026Q3: 616 shares 616 $77.4K 0.05% Timeline RFG 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; 2024Q4: 1,349 shares; 2025Q1: 1,349 shares; 2025Q2: 1,349 shares; 2025Q3: 1,349 shares; 2025Q4: 1,349 shares; 2026Q1: 1,349 shares; 2026Q2: not loaded; 2026Q3: 1,297 shares 1,297 $76.7K 0.05% 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; 2024Q4: 407 shares; 2025Q1: 407 shares; 2025Q2: 407 shares; 2025Q3: 407 shares; 2025Q4: 407 shares; 2026Q1: 407 shares; 2026Q2: not loaded; 2026Q3: 407 shares 407 $75K 0.05% Timeline BSJT 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; 2024Q4: 1,858 shares; 2025Q1: 1,858 shares; 2025Q2: 1,858 shares; 2025Q3: 3,420 shares; 2025Q4: 3,592 shares; 2026Q1: 3,592 shares; 2026Q2: not loaded; 2026Q3: 3,592 shares 3,592 $74.2K 0.05% Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 170 shares; 2025Q1: 170 shares; 2025Q2: 170 shares; 2025Q3: 170 shares; 2025Q4: 170 shares; 2026Q1: 170 shares; 2026Q2: not loaded; 2026Q3: 170 shares 170 $70.7K 0.04% Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 105 shares; 2025Q1: 105 shares; 2025Q2: 105 shares; 2025Q3: 105 shares; 2025Q4: 105 shares; 2026Q1: 105 shares; 2026Q2: not loaded; 2026Q3: 105 shares 105 $70.5K 0.04% Timeline CFO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,599 shares; 2025Q1: 1,599 shares; 2025Q2: 1,599 shares; 2025Q3: 1,599 shares; 2025Q4: 1,431 shares; 2026Q1: 1,318 shares; 2026Q2: not loaded; 2026Q3: 900 shares 900 $69.8K 0.04% Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 648 shares; 2025Q1: 648 shares; 2025Q2: 648 shares; 2025Q3: 648 shares; 2025Q4: 648 shares; 2026Q1: 648 shares; 2026Q2: not loaded; 2026Q3: 648 shares 648 $67.7K 0.04% Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 195 shares; 2025Q2: 195 shares; 2025Q3: 195 shares; 2025Q4: 195 shares; 2026Q1: 195 shares; 2026Q2: not loaded; 2026Q3: 204 shares 204 $59.6K 0.04% Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 426 shares; 2025Q1: 426 shares; 2025Q2: 426 shares; 2025Q3: 426 shares; 2025Q4: 426 shares; 2026Q1: 426 shares; 2026Q2: not loaded; 2026Q3: 426 shares 426 $58.7K 0.04% 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; 2024Q4: 205 shares; 2025Q1: 205 shares; 2025Q2: 205 shares; 2025Q3: 205 shares; 2025Q4: 205 shares; 2026Q1: 205 shares; 2026Q2: not loaded; 2026Q3: 205 shares 205 $58.3K 0.04% Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 360 shares; 2025Q1: 360 shares; 2025Q2: 360 shares; 2025Q3: 360 shares; 2025Q4: 360 shares; 2026Q1: 360 shares; 2026Q2: not loaded; 2026Q3: 360 shares 360 $54.7K 0.03% Timeline EES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 832 shares; 2025Q1: 832 shares; 2025Q2: 832 shares; 2025Q3: 832 shares; 2025Q4: 832 shares; 2026Q1: 832 shares; 2026Q2: not loaded; 2026Q3: 832 shares 832 $53.7K 0.03% Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: not loaded; 2026Q3: 100 shares 100 $52.2K 0.03% Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 247 shares; 2026Q1: 247 shares; 2026Q2: not loaded; 2026Q3: 247 shares 247 $51.2K 0.03% Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 122 shares; 2025Q1: 122 shares; 2025Q2: 122 shares; 2025Q3: 122 shares; 2025Q4: 122 shares; 2026Q1: 122 shares; 2026Q2: not loaded; 2026Q3: 116 shares 116 $50.1K 0.03% Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 222 shares; 2025Q1: 222 shares; 2025Q2: 222 shares; 2025Q3: 222 shares; 2025Q4: 222 shares; 2026Q1: 222 shares; 2026Q2: not loaded; 2026Q3: 211 shares 211 $49.2K 0.03% Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 279 shares; 2025Q1: 279 shares; 2025Q2: 279 shares; 2025Q3: 279 shares; 2025Q4: 279 shares; 2026Q1: 279 shares; 2026Q2: not loaded; 2026Q3: 279 shares 279 $44.8K 0.03% Timeline BSMW 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not loaded; 2026Q3: 1,858 shares 1,858 $43.9K 0.03% Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 270 shares; 2025Q1: 270 shares; 2025Q2: 270 shares; 2025Q3: 270 shares; 2025Q4: 270 shares; 2026Q1: 270 shares; 2026Q2: not loaded; 2026Q3: 270 shares 270 $43.3K 0.03% Timeline NNN NNN REIT INC More: the full row for NNN REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 975 shares; 2025Q1: 975 shares; 2025Q2: 975 shares; 2025Q3: 975 shares; 2025Q4: 975 shares; 2026Q1: 975 shares; 2026Q2: not loaded; 2026Q3: 975 shares 975 $40.1K 0.03% Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 853 shares; 2025Q1: 853 shares; 2025Q2: 853 shares; 2025Q3: 853 shares; 2025Q4: 853 shares; 2026Q1: 853 shares; 2026Q2: not loaded; 2026Q3: 853 shares 853 $39.5K 0.02% Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,553 shares; 2025Q3: 1,553 shares; 2025Q4: 1,553 shares; 2026Q1: 1,553 shares; 2026Q2: not loaded; 2026Q3: 776 shares 776 $36.7K 0.02% Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: not loaded; 2026Q3: 100 shares 100 $36.7K 0.02% Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 303 shares; 2025Q1: 303 shares; 2025Q2: 283 shares; 2025Q3: 283 shares; 2025Q4: 283 shares; 2026Q1: 283 shares; 2026Q2: not loaded; 2026Q3: 283 shares 283 $36.6K 0.02% Timeline BSJU 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,429 shares; 2025Q4: 1,429 shares; 2026Q1: 1,429 shares; 2026Q2: not loaded; 2026Q3: 1,429 shares 1,429 $35.5K 0.02% Timeline ICLN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,045 shares; 2025Q1: 2,045 shares; 2025Q2: 2,045 shares; 2025Q3: 2,045 shares; 2025Q4: 2,045 shares; 2026Q1: 2,045 shares; 2026Q2: not loaded; 2026Q3: 2,045 shares 2,045 $34.8K 0.02% 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; 2024Q4: 46 shares; 2025Q1: 46 shares; 2025Q2: 46 shares; 2025Q3: 46 shares; 2025Q4: 46 shares; 2026Q1: 46 shares; 2026Q2: not loaded; 2026Q3: 46 shares 46 $33.4K 0.02% Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 321 shares; 2025Q1: 321 shares; 2025Q2: 321 shares; 2025Q3: 321 shares; 2025Q4: 321 shares; 2026Q1: 321 shares; 2026Q2: not loaded; 2026Q3: 331 shares 331 $32.1K 0.02% 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; 2024Q4: 225 shares; 2025Q1: 200 shares; 2025Q2: 185 shares; 2025Q3: 125 shares; 2025Q4: 125 shares; 2026Q1: 125 shares; 2026Q2: not loaded; 2026Q3: 95 shares 95 $31.4K 0.02% 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; 2024Q4: 525 shares; 2025Q1: 525 shares; 2025Q2: 525 shares; 2025Q3: 525 shares; 2025Q4: 382 shares; 2026Q1: 382 shares; 2026Q2: not loaded; 2026Q3: 358 shares 358 $30.8K 0.02% 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; 2024Q4: 403 shares; 2025Q1: 403 shares; 2025Q2: 371 shares; 2025Q3: 344 shares; 2025Q4: 344 shares; 2026Q1: 298 shares; 2026Q2: not loaded; 2026Q3: 206 shares 206 $29.9K 0.02% Timeline VPL 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 244 shares; 2026Q1: 244 shares; 2026Q2: not loaded; 2026Q3: 244 shares 244 $28.3K 0.02% Timeline 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; 2024Q4: not reported; 2025Q1: 2,356 shares; 2025Q2: 1,776 shares; 2025Q3: 1,322 shares; 2025Q4: 838 shares; 2026Q1: 838 shares; 2026Q2: not loaded; 2026Q3: 844 shares 844 $28.1K 0.02% 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 309 shares; 2026Q1: 309 shares; 2026Q2: not loaded; 2026Q3: 309 shares 309 $26.8K 0.02% Timeline VTWG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 102 shares; 2025Q2: 102 shares; 2025Q3: 102 shares; 2025Q4: 102 shares; 2026Q1: 102 shares; 2026Q2: not loaded; 2026Q3: 102 shares 102 $26.6K 0.02% Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 812 shares; 2025Q1: 812 shares; 2025Q2: 812 shares; 2025Q3: 812 shares; 2025Q4: 708 shares; 2026Q1: 654 shares; 2026Q2: not loaded; 2026Q3: 483 shares 483 $26.3K 0.02% Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 273 shares; 2025Q1: 273 shares; 2025Q2: 273 shares; 2025Q3: 273 shares; 2025Q4: 273 shares; 2026Q1: 273 shares; 2026Q2: not loaded; 2026Q3: 273 shares 273 $25.2K 0.02% 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; 2024Q4: 498 shares; 2025Q1: 498 shares; 2025Q2: 498 shares; 2025Q3: 498 shares; 2025Q4: 498 shares; 2026Q1: 498 shares; 2026Q2: not loaded; 2026Q3: 498 shares 498 $25K 0.02% Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25 shares; 2026Q2: not loaded; 2026Q3: 25 shares 25 $22.8K 0.01% Timeline SCHQ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 777 shares; 2025Q1: 777 shares; 2025Q2: 777 shares; 2025Q3: 777 shares; 2025Q4: 777 shares; 2026Q1: 777 shares; 2026Q2: not loaded; 2026Q3: 777 shares 777 $22.1K 0.01% Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 50 shares; 2026Q1: 50 shares; 2026Q2: not loaded; 2026Q3: 50 shares 50 $21.5K 0.01% Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 148 shares; 2025Q2: 148 shares; 2025Q3: 148 shares; 2025Q4: 148 shares; 2026Q1: 148 shares; 2026Q2: not loaded; 2026Q3: 148 shares 148 $21.1K 0.01% Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: not loaded; 2026Q3: 100 shares 100 $20.9K 0.01% Timeline COMT ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 555 shares; 2025Q1: 555 shares; 2025Q2: 555 shares; 2025Q3: 555 shares; 2025Q4: 555 shares; 2026Q1: 555 shares; 2026Q2: not loaded; 2026Q3: 555 shares 555 $20.5K 0.01% 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; 2024Q4: 158 shares; 2025Q1: 158 shares; 2025Q2: 158 shares; 2025Q3: 158 shares; 2025Q4: 158 shares; 2026Q1: 158 shares; 2026Q2: not loaded; 2026Q3: 158 shares 158 $19.4K 0.01% Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 194 shares; 2025Q1: 194 shares; 2025Q2: 194 shares; 2025Q3: 194 shares; 2025Q4: 194 shares; 2026Q1: 194 shares; 2026Q2: not loaded; 2026Q3: 194 shares 194 $18.3K 0.01% Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 50 shares; 2026Q1: 50 shares; 2026Q2: not loaded; 2026Q3: 50 shares 50 $17.6K 0.01% Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 429 shares; 2025Q1: 429 shares; 2025Q2: 429 shares; 2025Q3: 429 shares; 2025Q4: 429 shares; 2026Q1: 429 shares; 2026Q2: not loaded; 2026Q3: 143 shares 143 $17.2K 0.01% Timeline BITW BITWISE 10 CRYPTO INDEX ETF More: the full row for BITWISE 10 CRYPTO INDEX ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 558 shares; 2026Q2: not loaded; 2026Q3: 280 shares 280 $15.4K 0.01% Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11 shares; 2025Q1: 11 shares; 2025Q2: 165 shares; 2025Q3: 165 shares; 2025Q4: 165 shares; 2026Q1: 165 shares; 2026Q2: not loaded; 2026Q3: 165 shares 165 $14.1K 0.01% Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 129 shares; 2025Q1: 129 shares; 2025Q2: 129 shares; 2025Q3: 129 shares; 2025Q4: 129 shares; 2026Q1: 129 shares; 2026Q2: not loaded; 2026Q3: 129 shares 129 $12.3K 0.01% Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 299 shares; 2025Q1: 299 shares; 2025Q2: 299 shares; 2025Q3: 299 shares; 2025Q4: 299 shares; 2026Q1: 149 shares; 2026Q2: not loaded; 2026Q3: 85 shares 85 $11.6K 0.01% Timeline CEFS EXCHANGE LISTED FDS TR More: the full row for EXCHANGE LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 433 shares; 2026Q1: 433 shares; 2026Q2: not loaded; 2026Q3: 433 shares 433 $10.6K 0.01% Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,174 shares; 2025Q1: 2,061 shares; 2025Q2: 2,061 shares; 2025Q3: 1,991 shares; 2025Q4: 1,991 shares; 2026Q1: 874 shares; 2026Q2: not loaded; 2026Q3: 53 shares 53 $8.84K 0.01% 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; 2024Q4: 164 shares; 2025Q1: 164 shares; 2025Q2: 164 shares; 2025Q3: 164 shares; 2025Q4: 164 shares; 2026Q1: 164 shares; 2026Q2: not loaded; 2026Q3: 164 shares 164 $8.67K 0.01% Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not loaded; 2026Q3: 55 shares 55 $8.3K 0.01% Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not loaded; 2026Q3: 250 shares 250 $7.99K 0.01% 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; 2024Q4: 35 shares; 2025Q1: 35 shares; 2025Q2: 35 shares; 2025Q3: 35 shares; 2025Q4: 35 shares; 2026Q1: 35 shares; 2026Q2: not loaded; 2026Q3: 35 shares 35 $7.7K <0.01% Timeline PHO 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; 2024Q4: 384 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: not loaded; 2026Q3: 100 shares 100 $6.78K <0.01% Timeline AOK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 152 shares; 2025Q1: 152 shares; 2025Q2: 152 shares; 2025Q3: 152 shares; 2025Q4: 156 shares; 2026Q1: 156 shares; 2026Q2: not loaded; 2026Q3: 159 shares 159 $6.41K <0.01% Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 76 shares; 2025Q2: 76 shares; 2025Q3: 76 shares; 2025Q4: 76 shares; 2026Q1: 76 shares; 2026Q2: not loaded; 2026Q3: 76 shares 76 $6.36K <0.01% Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 25 shares; 2025Q1: 25 shares; 2025Q2: 25 shares; 2025Q3: 25 shares; 2025Q4: 25 shares; 2026Q1: 25 shares; 2026Q2: not loaded; 2026Q3: 25 shares 25 $6.2K <0.01% Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 81 shares; 2025Q1: 81 shares; 2025Q2: 81 shares; 2025Q3: 81 shares; 2025Q4: 81 shares; 2026Q1: 81 shares; 2026Q2: not loaded; 2026Q3: 32 shares 32 $5.94K <0.01% Timeline CLSK CLEANSPARK INC More: the full row for CLEANSPARK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not loaded; 2026Q3: 458 shares 458 $5.9K <0.01% 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; 2024Q4: 229 shares; 2025Q1: 229 shares; 2025Q2: 229 shares; 2025Q3: 229 shares; 2025Q4: 229 shares; 2026Q1: 229 shares; 2026Q2: not loaded; 2026Q3: 229 shares 229 $5.59K <0.01% Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 30 shares; 2025Q1: 30 shares; 2025Q2: 30 shares; 2025Q3: 30 shares; 2025Q4: 30 shares; 2026Q1: 30 shares; 2026Q2: not loaded; 2026Q3: 30 shares 30 $5.5K <0.01% Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 52 shares; 2025Q1: 52 shares; 2025Q2: 52 shares; 2025Q3: 52 shares; 2025Q4: 52 shares; 2026Q1: 52 shares; 2026Q2: not loaded; 2026Q3: 21 shares 21 $5.49K <0.01% Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 49 shares; 2025Q1: 49 shares; 2025Q2: 49 shares; 2025Q3: 18 shares; 2025Q4: 18 shares; 2026Q1: 18 shares; 2026Q2: not loaded; 2026Q3: 18 shares 18 $5.04K <0.01% Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,873 shares; 2025Q1: 1,873 shares; 2025Q2: 1,873 shares; 2025Q3: 1,873 shares; 2025Q4: 1,873 shares; 2026Q1: 1,827 shares; 2026Q2: not loaded; 2026Q3: 47 shares 47 $4.84K <0.01% 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; 2024Q4: 36 shares; 2025Q1: 36 shares; 2025Q2: 36 shares; 2025Q3: 36 shares; 2025Q4: 36 shares; 2026Q1: 36 shares; 2026Q2: not loaded; 2026Q3: 36 shares 36 $4.55K <0.01% Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not loaded; 2026Q3: 18 shares 18 $2.99K <0.01% Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 37 shares; 2025Q1: 37 shares; 2025Q2: 37 shares; 2025Q3: 37 shares; 2025Q4: 37 shares; 2026Q1: 37 shares; 2026Q2: not loaded; 2026Q3: 37 shares 37 $2.88K <0.01% 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; 2024Q4: not reported; 2025Q1: 25 shares; 2025Q2: 25 shares; 2025Q3: 25 shares; 2025Q4: 25 shares; 2026Q1: 25 shares; 2026Q2: not loaded; 2026Q3: 25 shares 25 $2.62K <0.01% Timeline CCL CARNIVAL CORP LTD More: the full row for CARNIVAL CORP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not loaded; 2026Q3: 100 shares 100 $2.45K <0.01% Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 71 shares; 2025Q1: 71 shares; 2025Q2: 71 shares; 2025Q3: 71 shares; 2025Q4: 71 shares; 2026Q1: 71 shares; 2026Q2: not loaded; 2026Q3: 71 shares 71 $2.2K <0.01% Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 40 shares; 2026Q2: not loaded; 2026Q3: 40 shares 40 $2.11K <0.01% Timeline BHF BRIGHTHOUSE FINL INC More: the full row for BRIGHTHOUSE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 24 shares; 2025Q1: 24 shares; 2025Q2: 24 shares; 2025Q3: 24 shares; 2025Q4: 24 shares; 2026Q1: 24 shares; 2026Q2: not loaded; 2026Q3: 24 shares 24 $1.2K <0.01% Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13 shares; 2025Q1: 13 shares; 2025Q2: 13 shares; 2025Q3: 13 shares; 2025Q4: 13 shares; 2026Q1: 13 shares; 2026Q2: not loaded; 2026Q3: 13 shares 13 $1K <0.01% Timeline DRLL EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 19 shares; 2025Q1: 19 shares; 2025Q2: 19 shares; 2025Q3: 19 shares; 2025Q4: 19 shares; 2026Q1: 19 shares; 2026Q2: not loaded; 2026Q3: 19 shares 19 $761 <0.01% Timeline FMDE FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not loaded; 2026Q3: 15 shares 15 $606 <0.01% Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not loaded; 2026Q3: 4 shares 4 $580 <0.01% Timeline OGN ORGANON & CO More: the full row for ORGANON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 42 shares; 2025Q1: 42 shares; 2025Q2: 42 shares; 2025Q3: 42 shares; 2025Q4: 42 shares; 2026Q1: 42 shares; 2026Q2: not loaded; 2026Q3: 42 shares 42 $575 <0.01% Timeline