IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 104,905 shares; 2024Q4: 96,884 shares; 2025Q1: 96,928 shares; 2025Q2: 96,928 shares; 2025Q3: 107,184 shares; 2025Q4: 105,716 shares; 2026Q1: 105,992 shares; 2026Q2: 102,670 shares 102,670 $77.3M 12.1% -3,322 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: 174,405 shares; 2024Q4: 172,385 shares; 2025Q1: 171,906 shares; 2025Q2: 171,906 shares; 2025Q3: 163,648 shares; 2025Q4: 156,075 shares; 2026Q1: 150,598 shares; 2026Q2: 135,616 shares 135,616 $43M 6.74% -14,982 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: 296,998 shares; 2024Q4: 296,194 shares; 2025Q1: 302,884 shares; 2025Q2: 302,884 shares; 2025Q3: 361,647 shares; 2025Q4: 367,127 shares; 2026Q1: 370,056 shares; 2026Q2: 371,526 shares 371,526 $28M 4.38% +1,470 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: 104,000 shares; 2024Q4: 97,722 shares; 2025Q1: 97,349 shares; 2025Q2: 97,349 shares; 2025Q3: 100,962 shares; 2025Q4: 97,922 shares; 2026Q1: 96,875 shares; 2026Q2: 93,654 shares 93,654 $21.6M 3.39% -3,221 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: 109,362 shares; 2024Q4: 108,934 shares; 2025Q1: 109,294 shares; 2025Q2: 109,294 shares; 2025Q3: 128,773 shares; 2025Q4: 132,093 shares; 2026Q1: 134,483 shares; 2026Q2: 136,668 shares 136,668 $19.8M 3.1% +2,185 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: 172,537 shares; 2024Q4: 170,456 shares; 2025Q1: 170,984 shares; 2025Q2: 170,984 shares; 2025Q3: 162,283 shares; 2025Q4: 148,474 shares; 2026Q1: 146,091 shares; 2026Q2: 133,209 shares 133,209 $18.2M 2.85% -12,882 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: 28,977 shares; 2024Q4: 30,365 shares; 2025Q1: 30,489 shares; 2025Q2: 30,489 shares; 2025Q3: 34,920 shares; 2025Q4: 36,565 shares; 2026Q1: 38,733 shares; 2026Q2: 40,713 shares 40,713 $15.1M 2.36% +1,980 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: 344,461 shares; 2024Q4: 355,134 shares; 2025Q1: 377,436 shares; 2025Q2: 377,436 shares; 2025Q3: 499,871 shares; 2025Q4: 537,151 shares; 2026Q1: 559,085 shares; 2026Q2: 636,737 shares 636,737 $14.7M 2.29% +77,652 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: 343,727 shares; 2024Q4: 355,057 shares; 2025Q1: 377,965 shares; 2025Q2: 377,965 shares; 2025Q3: 495,965 shares; 2025Q4: 533,013 shares; 2026Q1: 555,651 shares; 2026Q2: 644,551 shares 644,551 $13.9M 2.18% +88,900 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: 112,525 shares; 2024Q4: 132,644 shares; 2025Q1: 164,739 shares; 2025Q2: 164,739 shares; 2025Q3: 493,528 shares; 2025Q4: 545,326 shares; 2026Q1: 569,411 shares; 2026Q2: 660,559 shares 660,559 $13.6M 2.13% +91,148 Timeline EUSA ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 132,206 shares; 2024Q4: 118,696 shares; 2025Q1: 119,252 shares; 2025Q2: 119,252 shares; 2025Q3: 129,043 shares; 2025Q4: 120,848 shares; 2026Q1: 119,654 shares; 2026Q2: 115,285 shares 115,285 $13.2M 2.07% -4,369 Timeline IBDX 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: 24,410 shares; 2025Q2: 24,410 shares; 2025Q3: 307,117 shares; 2025Q4: 355,922 shares; 2026Q1: 379,700 shares; 2026Q2: 464,902 shares 464,902 $11.6M 1.81% +85,202 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: 27,536 shares; 2024Q4: 31,036 shares; 2025Q1: 34,676 shares; 2025Q2: 34,676 shares; 2025Q3: 42,501 shares; 2025Q4: 46,015 shares; 2026Q1: 48,561 shares; 2026Q2: 50,597 shares 50,597 $10.8M 1.7% +2,036 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 491,335 shares; 2024Q4: 494,476 shares; 2025Q1: 502,400 shares; 2025Q2: 502,400 shares; 2025Q3: 517,268 shares; 2025Q4: 512,096 shares; 2026Q1: 512,659 shares; 2026Q2: 518,417 shares 518,417 $10.5M 1.65% +5,758 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: 73,773 shares; 2024Q4: 88,845 shares; 2025Q1: 106,579 shares; 2025Q2: 106,579 shares; 2025Q3: 192,054 shares; 2025Q4: 225,237 shares; 2026Q1: 243,639 shares; 2026Q2: 400,157 shares 400,157 $10.1M 1.57% +156,518 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 513,466 shares; 2024Q4: 511,863 shares; 2025Q1: 515,237 shares; 2025Q2: 515,237 shares; 2025Q3: 531,711 shares; 2025Q4: 524,036 shares; 2026Q1: 516,473 shares; 2026Q2: 511,901 shares 511,901 $10.1M 1.57% -4,572 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: 21,726 shares; 2024Q4: 22,988 shares; 2025Q1: 22,522 shares; 2025Q2: 22,522 shares; 2025Q3: 27,511 shares; 2025Q4: 28,362 shares; 2026Q1: 29,583 shares; 2026Q2: 28,751 shares 28,751 $9.92M 1.55% -832 Timeline IBHH 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: 14,969 shares; 2025Q2: 14,969 shares; 2025Q3: 306,231 shares; 2025Q4: 346,107 shares; 2026Q1: 365,319 shares; 2026Q2: 417,145 shares 417,145 $9.74M 1.52% +51,826 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: 79,562 shares; 2024Q4: 94,287 shares; 2025Q1: 110,620 shares; 2025Q2: 110,620 shares; 2025Q3: 199,967 shares; 2025Q4: 261,413 shares; 2026Q1: 281,089 shares; 2026Q2: 350,537 shares 350,537 $8.46M 1.32% +69,448 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: 94,235 shares; 2024Q4: 90,982 shares; 2025Q1: 88,993 shares; 2025Q2: 88,993 shares; 2025Q3: 88,710 shares; 2025Q4: 84,538 shares; 2026Q1: 84,415 shares; 2026Q2: 81,945 shares 81,945 $8.46M 1.32% -2,470 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,429 shares; 2024Q4: 50,745 shares; 2025Q1: 52,153 shares; 2025Q2: 52,153 shares; 2025Q3: 52,254 shares; 2025Q4: 51,092 shares; 2026Q1: 51,355 shares; 2026Q2: 50,429 shares 50,429 $8.28M 1.3% -926 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; 2024Q3: 341,832 shares; 2024Q4: 351,641 shares; 2025Q1: 357,792 shares; 2025Q2: 357,792 shares; 2025Q3: 377,687 shares; 2025Q4: 370,330 shares; 2026Q1: 366,045 shares; 2026Q2: 358,454 shares 358,454 $8.02M 1.26% -7,591 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: 31,670 shares; 2024Q4: 31,659 shares; 2025Q1: 31,649 shares; 2025Q2: 31,649 shares; 2025Q3: 31,265 shares; 2025Q4: 31,206 shares; 2026Q1: 31,206 shares; 2026Q2: 31,181 shares 31,181 $7.71M 1.21% -25 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: 80,139 shares; 2024Q4: 85,211 shares; 2025Q1: 81,886 shares; 2025Q2: 81,886 shares; 2025Q3: 98,101 shares; 2025Q4: 100,658 shares; 2026Q1: 105,888 shares; 2026Q2: 109,375 shares 109,375 $7.63M 1.19% +3,487 Timeline VT 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: 25,086 shares; 2024Q4: 27,886 shares; 2025Q1: 29,719 shares; 2025Q2: 29,719 shares; 2025Q3: 35,620 shares; 2025Q4: 39,439 shares; 2026Q1: 42,228 shares; 2026Q2: 46,094 shares 46,094 $7.18M 1.12% +3,866 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: 20,271 shares; 2024Q4: 20,271 shares; 2025Q1: 20,259 shares; 2025Q2: 20,259 shares; 2025Q3: 20,259 shares; 2025Q4: 20,261 shares; 2026Q1: 20,249 shares; 2026Q2: 20,201 shares 20,201 $7.12M 1.11% -48 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,632 shares; 2024Q4: 57,318 shares; 2025Q1: 56,267 shares; 2025Q2: 56,267 shares; 2025Q3: 56,915 shares; 2025Q4: 54,734 shares; 2026Q1: 54,058 shares; 2026Q2: 52,299 shares 52,299 $7.07M 1.11% -1,759 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: 18,918 shares; 2024Q4: 18,918 shares; 2025Q1: 18,918 shares; 2025Q2: 18,918 shares; 2025Q3: 18,917 shares; 2025Q4: 18,818 shares; 2026Q1: 18,827 shares; 2026Q2: 18,777 shares 18,777 $6.58M 1.03% -50 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: 1,340 shares; 2024Q4: 1,422 shares; 2025Q1: 5,486 shares; 2025Q2: 5,486 shares; 2025Q3: 5,927 shares; 2025Q4: 6,440 shares; 2026Q1: 13,654 shares; 2026Q2: 73,582 shares 73,582 $6.34M 0.99% +59,928 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: 5,277 shares; 2024Q4: 5,248 shares; 2025Q1: 5,248 shares; 2025Q2: 5,248 shares; 2025Q3: 5,248 shares; 2025Q4: 5,222 shares; 2026Q1: 5,222 shares; 2026Q2: 5,220 shares 5,220 $6.17M 0.97% -2 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,750 shares; 2024Q4: 42,106 shares; 2025Q1: 41,474 shares; 2025Q2: 41,474 shares; 2025Q3: 42,933 shares; 2025Q4: 40,911 shares; 2026Q1: 40,223 shares; 2026Q2: 38,447 shares 38,447 $5.63M 0.88% -1,776 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,920 shares; 2024Q4: 36,210 shares; 2025Q1: 35,711 shares; 2025Q2: 35,711 shares; 2025Q3: 36,361 shares; 2025Q4: 35,013 shares; 2026Q1: 34,081 shares; 2026Q2: 33,288 shares 33,288 $5.34M 0.84% -793 Timeline IBDY 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: 8,244 shares; 2026Q1: 16,707 shares; 2026Q2: 210,239 shares 210,239 $5.34M 0.84% +193,532 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; 2024Q3: 458,025 shares; 2024Q4: 465,102 shares; 2025Q1: 466,126 shares; 2025Q2: 466,126 shares; 2025Q3: 472,180 shares; 2025Q4: 426,770 shares; 2026Q1: 399,427 shares; 2026Q2: 230,453 shares 230,453 $5.29M 0.83% -168,974 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: 15,301 shares; 2024Q4: 15,293 shares; 2025Q1: 15,400 shares; 2025Q2: 15,400 shares; 2025Q3: 15,580 shares; 2025Q4: 15,582 shares; 2026Q1: 15,594 shares; 2026Q2: 15,656 shares 15,656 $5.24M 0.82% +62 Timeline IBHI 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: 55,700 shares; 2025Q4: 88,628 shares; 2026Q1: 103,945 shares; 2026Q2: 222,822 shares 222,822 $5.18M 0.81% +118,877 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: 13,858 shares; 2024Q4: 13,828 shares; 2025Q1: 12,637 shares; 2025Q2: 12,637 shares; 2025Q3: 12,759 shares; 2025Q4: 12,700 shares; 2026Q1: 12,779 shares; 2026Q2: 12,714 shares 12,714 $4.97M 0.78% -65 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: 10,570 shares; 2024Q4: 8,955 shares; 2025Q1: 8,795 shares; 2025Q2: 8,795 shares; 2025Q3: 7,522 shares; 2025Q4: 6,868 shares; 2026Q1: 6,859 shares; 2026Q2: 6,608 shares 6,608 $4.7M 0.74% -251 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,163 shares; 2024Q4: 6,033 shares; 2025Q1: 6,985 shares; 2025Q2: 6,985 shares; 2025Q3: 12,430 shares; 2025Q4: 15,158 shares; 2026Q1: 17,377 shares; 2026Q2: 20,087 shares 20,087 $4.41M 0.69% +2,710 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: 53,188 shares; 2024Q4: 51,024 shares; 2025Q1: 49,215 shares; 2025Q2: 49,215 shares; 2025Q3: 47,524 shares; 2025Q4: 44,612 shares; 2026Q1: 43,732 shares; 2026Q2: 45,077 shares 45,077 $4.4M 0.69% +1,345 Timeline IBHG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,922 shares; 2024Q4: 48,010 shares; 2025Q1: 54,159 shares; 2025Q2: 54,159 shares; 2025Q3: 130,670 shares; 2025Q4: 154,545 shares; 2026Q1: 165,529 shares; 2026Q2: 199,317 shares 199,317 $4.38M 0.69% +33,788 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: 123,590 shares; 2024Q4: 139,356 shares; 2025Q1: 157,954 shares; 2025Q2: 157,954 shares; 2025Q3: 276,222 shares; 2025Q4: 336,465 shares; 2026Q1: 325,923 shares; 2026Q2: 178,257 shares 178,257 $4.31M 0.68% -147,666 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; 2024Q3: 29,308 shares; 2024Q4: 32,962 shares; 2025Q1: 35,366 shares; 2025Q2: 35,366 shares; 2025Q3: 40,250 shares; 2025Q4: 41,378 shares; 2026Q1: 45,311 shares; 2026Q2: 47,619 shares 47,619 $3.9M 0.61% +2,308 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,876 shares; 2024Q4: 30,054 shares; 2025Q1: 30,768 shares; 2025Q2: 30,768 shares; 2025Q3: 33,656 shares; 2025Q4: 33,404 shares; 2026Q1: 33,870 shares; 2026Q2: 33,861 shares 33,861 $3.82M 0.6% -9 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 48,123 shares 48,123 $3.64M 0.57% new Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,979 shares; 2024Q4: 11,891 shares; 2025Q1: 11,882 shares; 2025Q2: 11,882 shares; 2025Q3: 11,882 shares; 2025Q4: 11,882 shares; 2026Q1: 11,882 shares; 2026Q2: 11,877 shares 11,877 $3.64M 0.57% -5 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; 2024Q3: 3,830 shares; 2024Q4: 3,852 shares; 2025Q1: 3,845 shares; 2025Q2: 3,845 shares; 2025Q3: 3,835 shares; 2025Q4: 3,777 shares; 2026Q1: 3,794 shares; 2026Q2: 3,780 shares 3,780 $3.5M 0.55% -14 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: 5,272 shares; 2024Q4: 5,160 shares; 2025Q1: 5,023 shares; 2025Q2: 5,023 shares; 2025Q3: 4,854 shares; 2025Q4: 4,466 shares; 2026Q1: 4,406 shares; 2026Q2: 4,384 shares 4,384 $3.28M 0.51% -22 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: 10,582 shares; 2024Q4: 10,582 shares; 2025Q1: 10,577 shares; 2025Q2: 10,577 shares; 2025Q3: 10,567 shares; 2025Q4: 10,567 shares; 2026Q1: 10,577 shares; 2026Q2: 10,776 shares 10,776 $3.13M 0.49% +199 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 484,704 shares; 2024Q4: 482,576 shares; 2025Q1: 482,691 shares; 2025Q2: 482,691 shares; 2025Q3: 483,543 shares; 2025Q4: 450,900 shares; 2026Q1: 364,152 shares; 2026Q2: 158,238 shares 158,238 $3.09M 0.48% -205,914 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,467 shares; 2024Q4: 16,385 shares; 2025Q1: 17,195 shares; 2025Q2: 17,195 shares; 2025Q3: 19,485 shares; 2025Q4: 20,236 shares; 2026Q1: 20,842 shares; 2026Q2: 106,403 shares 106,403 $2.97M 0.47% +85,561 Timeline SPHY 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 127,326 shares 127,326 $2.96M 0.46% new 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; 2024Q3: 126,091 shares; 2024Q4: 130,829 shares; 2025Q1: 131,354 shares; 2025Q2: 131,354 shares; 2025Q3: 144,815 shares; 2025Q4: 145,283 shares; 2026Q1: 145,218 shares; 2026Q2: 151,148 shares 151,148 $2.8M 0.44% +5,930 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: 9,945 shares; 2024Q4: 9,943 shares; 2025Q1: 9,907 shares; 2025Q2: 9,907 shares; 2025Q3: 9,908 shares; 2025Q4: 9,907 shares; 2026Q1: 9,907 shares; 2026Q2: 9,925 shares 9,925 $2.56M 0.4% +18 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,617 shares; 2024Q4: 26,029 shares; 2025Q1: 25,758 shares; 2025Q2: 25,758 shares; 2025Q3: 25,511 shares; 2025Q4: 24,003 shares; 2026Q1: 23,864 shares; 2026Q2: 23,763 shares 23,763 $2.54M 0.4% -101 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: 6,982 shares; 2024Q4: 6,982 shares; 2025Q1: 6,873 shares; 2025Q2: 6,873 shares; 2025Q3: 6,977 shares; 2025Q4: 7,469 shares; 2026Q1: 7,727 shares; 2026Q2: 31,165 shares 31,165 $2.52M 0.39% +23,438 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,763 shares; 2024Q4: 10,463 shares; 2025Q1: 12,669 shares; 2025Q2: 12,669 shares; 2025Q3: 12,149 shares; 2025Q4: 12,063 shares; 2026Q1: 12,063 shares; 2026Q2: 12,063 shares 12,063 $2.37M 0.37% 0 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,026 shares; 2024Q4: 9,098 shares; 2025Q1: 11,215 shares; 2025Q2: 11,215 shares; 2025Q3: 16,058 shares; 2025Q4: 17,415 shares; 2026Q1: 18,188 shares; 2026Q2: 18,908 shares 18,908 $2.34M 0.37% +720 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: 20,171 shares; 2024Q4: 68,273 shares; 2025Q1: 67,463 shares; 2025Q2: 67,463 shares; 2025Q3: 65,809 shares; 2025Q4: 65,329 shares; 2026Q1: 64,856 shares; 2026Q2: 64,052 shares 64,052 $2.27M 0.35% -804 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; 2024Q3: 74,561 shares; 2024Q4: 84,590 shares; 2025Q1: 88,704 shares; 2025Q2: 88,704 shares; 2025Q3: 106,998 shares; 2025Q4: 106,536 shares; 2026Q1: 105,655 shares; 2026Q2: 103,581 shares 103,581 $2.25M 0.35% -2,074 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: 6,620 shares; 2024Q4: 6,588 shares; 2025Q1: 6,441 shares; 2025Q2: 6,441 shares; 2025Q3: 6,523 shares; 2025Q4: 7,194 shares; 2026Q1: 7,353 shares; 2026Q2: 7,519 shares 7,519 $2.23M 0.35% +166 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,710 shares; 2024Q4: 5,680 shares; 2025Q1: 5,691 shares; 2025Q2: 5,691 shares; 2025Q3: 5,692 shares; 2025Q4: 5,688 shares; 2026Q1: 5,688 shares; 2026Q2: 5,688 shares 5,688 $2.05M 0.32% 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: 13,427 shares; 2024Q4: 12,796 shares; 2025Q1: 12,632 shares; 2025Q2: 12,632 shares; 2025Q3: 12,913 shares; 2025Q4: 12,184 shares; 2026Q1: 11,932 shares; 2026Q2: 11,804 shares 11,804 $2.04M 0.32% -128 Timeline VOE 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: 2,762 shares; 2024Q4: 4,066 shares; 2025Q1: 5,325 shares; 2025Q2: 5,325 shares; 2025Q3: 8,020 shares; 2025Q4: 8,811 shares; 2026Q1: 9,123 shares; 2026Q2: 9,451 shares 9,451 $1.91M 0.3% +328 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,063 shares; 2024Q4: 53,949 shares; 2025Q1: 53,785 shares; 2025Q2: 53,785 shares; 2025Q3: 52,908 shares; 2025Q4: 50,938 shares; 2026Q1: 50,188 shares; 2026Q2: 23,205 shares 23,205 $1.85M 0.29% -26,983 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,547 shares; 2024Q4: 4,296 shares; 2025Q1: 4,253 shares; 2025Q2: 4,253 shares; 2025Q3: 4,277 shares; 2025Q4: 3,971 shares; 2026Q1: 3,879 shares; 2026Q2: 15,130 shares 15,130 $1.84M 0.29% +11,251 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,234 shares; 2024Q4: 5,863 shares; 2025Q1: 5,804 shares; 2025Q2: 5,804 shares; 2025Q3: 5,792 shares; 2025Q4: 5,141 shares; 2026Q1: 4,983 shares; 2026Q2: 4,852 shares 4,852 $1.84M 0.29% -131 Timeline VBK 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: 1,718 shares; 2024Q4: 2,449 shares; 2025Q1: 3,025 shares; 2025Q2: 3,025 shares; 2025Q3: 4,314 shares; 2025Q4: 4,755 shares; 2026Q1: 4,949 shares; 2026Q2: 5,122 shares 5,122 $1.79M 0.28% +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: 3,528 shares; 2024Q4: 3,504 shares; 2025Q1: 3,494 shares; 2025Q2: 3,494 shares; 2025Q3: 3,259 shares; 2025Q4: 3,191 shares; 2026Q1: 3,206 shares; 2026Q2: 3,205 shares 3,205 $1.77M 0.28% -1 Timeline IBHF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,956 shares; 2024Q4: 60,122 shares; 2025Q1: 66,160 shares; 2025Q2: 66,160 shares; 2025Q3: 110,542 shares; 2025Q4: 125,266 shares; 2026Q1: 130,962 shares; 2026Q2: 77,247 shares 77,247 $1.74M 0.27% -53,715 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: 20,225 shares; 2024Q4: 68,898 shares; 2025Q1: 68,586 shares; 2025Q2: 68,586 shares; 2025Q3: 63,840 shares; 2025Q4: 61,547 shares; 2026Q1: 60,570 shares; 2026Q2: 58,158 shares 58,158 $1.72M 0.27% -2,412 Timeline XLE 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: 3,130 shares; 2024Q4: 5,183 shares; 2025Q1: 7,225 shares; 2025Q2: 7,225 shares; 2025Q3: 10,854 shares; 2025Q4: 24,732 shares; 2026Q1: 27,038 shares; 2026Q2: 28,775 shares 28,775 $1.63M 0.26% +1,737 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; 2024Q3: 72,526 shares; 2024Q4: 79,426 shares; 2025Q1: 80,552 shares; 2025Q2: 80,552 shares; 2025Q3: 89,471 shares; 2025Q4: 91,094 shares; 2026Q1: 91,385 shares; 2026Q2: 97,081 shares 97,081 $1.61M 0.25% +5,696 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: 7,430 shares; 2024Q4: 7,430 shares; 2025Q1: 7,426 shares; 2025Q2: 7,426 shares; 2025Q3: 7,426 shares; 2025Q4: 7,429 shares; 2026Q1: 7,429 shares; 2026Q2: 7,358 shares 7,358 $1.53M 0.24% -71 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; 2024Q3: 20,686 shares; 2024Q4: 48,635 shares; 2025Q1: 48,071 shares; 2025Q2: 48,071 shares; 2025Q3: 46,291 shares; 2025Q4: 44,755 shares; 2026Q1: 44,688 shares; 2026Q2: 44,281 shares 44,281 $1.52M 0.24% -407 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: 4,505 shares; 2024Q4: 4,537 shares; 2025Q1: 4,551 shares; 2025Q2: 4,551 shares; 2025Q3: 4,502 shares; 2025Q4: 4,466 shares; 2026Q1: 4,478 shares; 2026Q2: 4,458 shares 4,458 $1.5M 0.24% -20 Timeline ZION ZIONS BANCORPORATION NATL AS More: the full row for ZIONS BANCORPORATION NATL AS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,604 shares; 2024Q4: 20,604 shares; 2025Q1: 20,568 shares; 2025Q2: 20,568 shares; 2025Q3: 20,568 shares; 2025Q4: 20,568 shares; 2026Q1: 20,568 shares; 2026Q2: 20,568 shares 20,568 $1.45M 0.23% 0 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: 3,190 shares; 2024Q4: 16,391 shares; 2025Q1: 20,492 shares; 2025Q2: 20,492 shares; 2025Q3: 29,396 shares; 2025Q4: 32,075 shares; 2026Q1: 35,433 shares; 2026Q2: 41,901 shares 41,901 $1.36M 0.21% +6,468 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; 2024Q3: 1,627 shares; 2024Q4: 2,344 shares; 2025Q1: 2,805 shares; 2025Q2: 2,805 shares; 2025Q3: 3,777 shares; 2025Q4: 4,083 shares; 2026Q1: 4,309 shares; 2026Q2: 4,530 shares 4,530 $1.36M 0.21% +221 Timeline XLF 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: 26,358 shares; 2024Q4: 28,676 shares; 2025Q1: 30,670 shares; 2025Q2: 30,670 shares; 2025Q3: 33,301 shares; 2025Q4: 29,050 shares; 2026Q1: 26,492 shares; 2026Q2: 24,002 shares 24,002 $1.35M 0.21% -2,490 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: 4,838 shares; 2024Q4: 4,838 shares; 2025Q1: 4,844 shares; 2025Q2: 4,844 shares; 2025Q3: 4,900 shares; 2025Q4: 4,875 shares; 2026Q1: 4,875 shares; 2026Q2: 4,875 shares 4,875 $1.33M 0.21% 0 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: 6,379 shares; 2024Q4: 6,483 shares; 2025Q1: 7,695 shares; 2025Q2: 7,695 shares; 2025Q3: 7,085 shares; 2025Q4: 7,103 shares; 2026Q1: 7,300 shares; 2026Q2: 6,353 shares 6,353 $1.29M 0.2% -947 Timeline IBHJ 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: 49,044 shares 49,044 $1.29M 0.2% new Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,336 shares; 2024Q4: 4,336 shares; 2025Q1: 4,336 shares; 2025Q2: 4,336 shares; 2025Q3: 4,336 shares; 2025Q4: 4,336 shares; 2026Q1: 4,336 shares; 2026Q2: 4,332 shares 4,332 $1.26M 0.2% -4 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,917 shares; 2024Q4: 34,917 shares; 2025Q1: 34,757 shares; 2025Q2: 34,757 shares; 2025Q3: 14,986 shares; 2025Q4: 14,986 shares; 2026Q1: 14,986 shares; 2026Q2: 14,911 shares 14,911 $1.2M 0.19% -75 Timeline SCHF 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: 20,345 shares; 2024Q4: 46,298 shares; 2025Q1: 45,886 shares; 2025Q2: 45,886 shares; 2025Q3: 42,928 shares; 2025Q4: 42,724 shares; 2026Q1: 42,696 shares; 2026Q2: 42,191 shares 42,191 $1.14M 0.18% -505 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,802 shares; 2024Q4: 10,794 shares; 2025Q1: 10,748 shares; 2025Q2: 10,748 shares; 2025Q3: 8,797 shares; 2025Q4: 8,269 shares; 2026Q1: 8,269 shares; 2026Q2: 8,285 shares 8,285 $1.13M 0.18% +16 Timeline IETC 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; 2024Q3: 11,033 shares; 2024Q4: 11,033 shares; 2025Q1: 11,018 shares; 2025Q2: 11,018 shares; 2025Q3: 10,687 shares; 2025Q4: 10,264 shares; 2026Q1: 10,263 shares; 2026Q2: 10,213 shares 10,213 $1.08M 0.17% -50 Timeline SCHB 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: 8,537 shares; 2024Q4: 38,010 shares; 2025Q1: 38,821 shares; 2025Q2: 38,821 shares; 2025Q3: 38,752 shares; 2025Q4: 38,053 shares; 2026Q1: 37,510 shares; 2026Q2: 37,158 shares 37,158 $1.08M 0.17% -352 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: 9,049 shares; 2024Q4: 9,049 shares; 2025Q1: 9,087 shares; 2025Q2: 9,087 shares; 2025Q3: 9,095 shares; 2025Q4: 9,097 shares; 2026Q1: 9,097 shares; 2026Q2: 9,124 shares 9,124 $1.05M 0.16% +27 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: 1,542 shares; 2024Q4: 1,669 shares; 2025Q1: 1,266 shares; 2025Q2: 1,266 shares; 2025Q3: 1,368 shares; 2025Q4: 1,361 shares; 2026Q1: 1,360 shares; 2026Q2: 1,503 shares 1,503 $1.04M 0.16% +143 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,002 shares; 2024Q4: 9,802 shares; 2025Q1: 9,802 shares; 2025Q2: 9,802 shares; 2025Q3: 9,802 shares; 2025Q4: 9,803 shares; 2026Q1: 9,803 shares; 2026Q2: 9,803 shares 9,803 $1M 0.16% 0 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,447 shares; 2024Q4: 15,312 shares; 2025Q1: 15,597 shares; 2025Q2: 15,597 shares; 2025Q3: 15,597 shares; 2025Q4: 15,582 shares; 2026Q1: 15,582 shares; 2026Q2: 15,345 shares 15,345 $949K 0.15% -237 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: 9,638 shares; 2024Q4: 9,638 shares; 2025Q1: 9,638 shares; 2025Q2: 9,638 shares; 2025Q3: 8,395 shares; 2025Q4: 8,338 shares; 2026Q1: 8,338 shares; 2026Q2: 8,333 shares 8,333 $915K 0.14% -5 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; 2024Q3: 9,682 shares; 2024Q4: 29,232 shares; 2025Q1: 28,954 shares; 2025Q2: 28,954 shares; 2025Q3: 28,718 shares; 2025Q4: 27,705 shares; 2026Q1: 26,273 shares; 2026Q2: 26,320 shares 26,320 $901K 0.14% +47 Timeline IYE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,628 shares; 2024Q4: 8,069 shares; 2025Q1: 8,438 shares; 2025Q2: 8,438 shares; 2025Q3: 15,398 shares; 2025Q4: 15,075 shares; 2026Q1: 15,072 shares; 2026Q2: 14,377 shares 14,377 $867K 0.14% -695 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,025 shares; 2024Q4: 3,859 shares; 2025Q1: 3,676 shares; 2025Q2: 3,676 shares; 2025Q3: 3,529 shares; 2025Q4: 3,055 shares; 2026Q1: 2,983 shares; 2026Q2: 2,934 shares 2,934 $861K 0.13% -49 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: 33,472 shares; 2024Q4: 33,672 shares; 2025Q1: 33,236 shares; 2025Q2: 33,236 shares; 2025Q3: 32,918 shares; 2025Q4: 32,722 shares; 2026Q1: 32,532 shares; 2026Q2: 32,253 shares 32,253 $790K 0.12% -279 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,432 shares; 2024Q4: 14,427 shares; 2025Q1: 14,227 shares; 2025Q2: 14,227 shares; 2025Q3: 14,227 shares; 2025Q4: 14,227 shares; 2026Q1: 14,227 shares; 2026Q2: 14,227 shares 14,227 $787K 0.12% 0 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; 2024Q3: 4,851 shares; 2024Q4: 4,851 shares; 2025Q1: 4,851 shares; 2025Q2: 4,851 shares; 2025Q3: 4,851 shares; 2025Q4: 4,851 shares; 2026Q1: 4,851 shares; 2026Q2: 4,851 shares 4,851 $784K 0.12% 0 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,566 shares; 2025Q4: 1,566 shares; 2026Q1: 1,549 shares; 2026Q2: 1,552 shares 1,552 $771K 0.12% +3 Timeline FIDU FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,133 shares; 2026Q2: 7,838 shares 7,838 $751K 0.12% +1,705 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,872 shares; 2024Q4: 1,872 shares; 2025Q1: 1,872 shares; 2025Q2: 1,872 shares; 2025Q3: 1,872 shares; 2025Q4: 1,872 shares; 2026Q1: 1,872 shares; 2026Q2: 1,872 shares 1,872 $751K 0.12% 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: 2,892 shares; 2024Q4: 2,892 shares; 2025Q1: 2,907 shares; 2025Q2: 2,907 shares; 2025Q3: 3,050 shares; 2025Q4: 3,051 shares; 2026Q1: 2,997 shares; 2026Q2: 3,014 shares 3,014 $747K 0.12% +17 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,535 shares; 2024Q4: 3,535 shares; 2025Q1: 3,535 shares; 2025Q2: 3,535 shares; 2025Q3: 3,543 shares; 2025Q4: 3,535 shares; 2026Q1: 3,535 shares; 2026Q2: 3,535 shares 3,535 $739K 0.12% 0 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,212 shares; 2024Q4: 9,212 shares; 2025Q1: 8,762 shares; 2025Q2: 8,762 shares; 2025Q3: 8,762 shares; 2025Q4: 8,898 shares; 2026Q1: 8,898 shares; 2026Q2: 8,898 shares 8,898 $729K 0.11% 0 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,310 shares; 2024Q4: 1,310 shares; 2025Q1: 1,314 shares; 2025Q2: 1,314 shares; 2025Q3: 1,310 shares; 2025Q4: 1,310 shares; 2026Q1: 1,310 shares; 2026Q2: 1,310 shares 1,310 $682K 0.11% 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: 5,863 shares; 2026Q1: 5,866 shares; 2026Q2: 6,585 shares 6,585 $679K 0.11% +719 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: 5,732 shares; 2024Q4: 5,782 shares; 2025Q1: 5,589 shares; 2025Q2: 5,589 shares; 2025Q3: 5,557 shares; 2025Q4: 5,395 shares; 2026Q1: 5,395 shares; 2026Q2: 5,395 shares 5,395 $669K 0.1% 0 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,760 shares; 2024Q4: 27,096 shares; 2025Q1: 26,263 shares; 2025Q2: 26,263 shares; 2025Q3: 22,811 shares; 2025Q4: 16,901 shares; 2026Q1: 16,216 shares; 2026Q2: 15,143 shares 15,143 $638K 0.1% -1,073 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,304 shares; 2024Q4: 2,304 shares; 2025Q1: 2,893 shares; 2025Q2: 2,893 shares; 2025Q3: 2,868 shares; 2025Q4: 2,868 shares; 2026Q1: 2,868 shares; 2026Q2: 2,950 shares 2,950 $636K 0.1% +82 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: 6,880 shares; 2024Q4: 6,840 shares; 2025Q1: 7,067 shares; 2025Q2: 7,067 shares; 2025Q3: 6,617 shares; 2025Q4: 6,574 shares; 2026Q1: 6,521 shares; 2026Q2: 6,274 shares 6,274 $603K 0.09% -247 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: 1,304 shares; 2025Q4: 1,304 shares; 2026Q1: 1,155 shares; 2026Q2: 1,072 shares 1,072 $573K 0.09% -83 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,270 shares; 2024Q4: 4,270 shares; 2025Q1: 4,270 shares; 2025Q2: 4,270 shares; 2025Q3: 4,270 shares; 2025Q4: 4,209 shares; 2026Q1: 4,210 shares; 2026Q2: 4,209 shares 4,209 $554K 0.09% -1 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: 4,014 shares; 2024Q4: 4,014 shares; 2025Q1: 4,014 shares; 2025Q2: 4,014 shares; 2025Q3: 4,014 shares; 2025Q4: 4,014 shares; 2026Q1: 4,014 shares; 2026Q2: 4,014 shares 4,014 $540K 0.08% 0 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,029 shares; 2024Q4: 9,029 shares; 2025Q1: 9,029 shares; 2025Q2: 9,029 shares; 2025Q3: 9,029 shares; 2025Q4: 9,129 shares; 2026Q1: 9,129 shares; 2026Q2: 9,054 shares 9,054 $537K 0.08% -75 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; 2024Q3: 17,035 shares; 2024Q4: 22,635 shares; 2025Q1: 23,385 shares; 2025Q2: 23,385 shares; 2025Q3: 31,430 shares; 2025Q4: 31,710 shares; 2026Q1: 32,410 shares; 2026Q2: 32,840 shares 32,840 $534K 0.08% +430 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: 4,217 shares; 2024Q4: 17,143 shares; 2025Q1: 17,527 shares; 2025Q2: 17,527 shares; 2025Q3: 16,679 shares; 2025Q4: 15,718 shares; 2026Q1: 15,788 shares; 2026Q2: 15,471 shares 15,471 $532K 0.08% -317 Timeline TQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,197 shares; 2024Q4: 3,150 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,432 shares; 2025Q4: 6,704 shares; 2026Q1: 7,168 shares; 2026Q2: 7,168 shares 7,168 $521K 0.08% 0 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 540 shares; 2024Q4: 540 shares; 2025Q1: 540 shares; 2025Q2: 540 shares; 2025Q3: 552 shares; 2025Q4: 540 shares; 2026Q1: 540 shares; 2026Q2: 4,321 shares 4,321 $499K 0.08% +3,781 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,270 shares; 2024Q4: 9,270 shares; 2025Q1: 9,070 shares; 2025Q2: 9,070 shares; 2025Q3: 9,070 shares; 2025Q4: 9,070 shares; 2026Q1: 9,070 shares; 2026Q2: 9,070 shares 9,070 $499K 0.08% 0 Timeline PEJ 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: 15,587 shares; 2024Q4: 15,415 shares; 2025Q1: 15,131 shares; 2025Q2: 15,131 shares; 2025Q3: 9,140 shares; 2025Q4: 7,938 shares; 2026Q1: 7,780 shares; 2026Q2: 7,390 shares 7,390 $487K 0.08% -390 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: not reported; 2024Q4: 5,725 shares; 2025Q1: 5,975 shares; 2025Q2: 5,975 shares; 2025Q3: 5,975 shares; 2025Q4: 5,982 shares; 2026Q1: 5,982 shares; 2026Q2: 5,443 shares 5,443 $480K 0.08% -539 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,133 shares; 2024Q4: 7,133 shares; 2025Q1: 7,133 shares; 2025Q2: 7,133 shares; 2025Q3: 4,603 shares; 2025Q4: 4,603 shares; 2026Q1: 4,603 shares; 2026Q2: 4,603 shares 4,603 $469K 0.07% 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: 7,823 shares; 2024Q4: 8,325 shares; 2025Q1: 8,259 shares; 2025Q2: 8,259 shares; 2025Q3: 7,933 shares; 2025Q4: 7,366 shares; 2026Q1: 7,342 shares; 2026Q2: 7,144 shares 7,144 $461K 0.07% -198 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,996 shares; 2024Q4: 3,501 shares; 2025Q1: 3,854 shares; 2025Q2: 3,854 shares; 2025Q3: 6,261 shares; 2025Q4: 5,664 shares; 2026Q1: 5,500 shares; 2026Q2: 3,432 shares 3,432 $458K 0.07% -2,068 Timeline CART MAPLEBEAR INC More: the full row for MAPLEBEAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,036 shares; 2024Q4: 9,036 shares; 2025Q1: 9,036 shares; 2025Q2: 9,036 shares; 2025Q3: 9,036 shares; 2025Q4: 9,536 shares; 2026Q1: 9,036 shares; 2026Q2: 9,036 shares 9,036 $436K 0.07% 0 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,875 shares 1,875 $417K 0.07% new Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,098 shares; 2024Q4: 1,191 shares; 2025Q1: 1,181 shares; 2025Q2: 1,181 shares; 2025Q3: 1,136 shares; 2025Q4: 1,136 shares; 2026Q1: 1,124 shares; 2026Q2: 1,117 shares 1,117 $410K 0.06% -7 Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE 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: 1,875 shares 1,875 $399K 0.06% new 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,606 shares; 2025Q4: 1,606 shares; 2026Q1: 1,656 shares; 2026Q2: 1,656 shares 1,656 $395K 0.06% 0 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,281 shares; 2024Q4: 5,449 shares; 2025Q1: 5,314 shares; 2025Q2: 5,314 shares; 2025Q3: 6,744 shares; 2025Q4: 6,755 shares; 2026Q1: 6,847 shares; 2026Q2: 7,118 shares 7,118 $390K 0.06% +271 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,142 shares; 2024Q4: 15,142 shares; 2025Q1: 14,748 shares; 2025Q2: 14,748 shares; 2025Q3: 14,748 shares; 2025Q4: 14,748 shares; 2026Q1: 14,898 shares; 2026Q2: 15,782 shares 15,782 $378K 0.06% +884 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: 772 shares; 2024Q4: 781 shares; 2025Q1: 992 shares; 2025Q2: 992 shares; 2025Q3: 966 shares; 2025Q4: 936 shares; 2026Q1: 936 shares; 2026Q2: 951 shares 951 $375K 0.06% +15 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,405 shares; 2024Q4: 3,405 shares; 2025Q1: 3,405 shares; 2025Q2: 3,405 shares; 2025Q3: 3,405 shares; 2025Q4: 3,405 shares; 2026Q1: 3,880 shares; 2026Q2: 4,041 shares 4,041 $375K 0.06% +161 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,097 shares; 2025Q1: 4,250 shares; 2025Q2: 4,250 shares; 2025Q3: 3,499 shares; 2025Q4: 3,477 shares; 2026Q1: 3,497 shares; 2026Q2: 3,165 shares 3,165 $374K 0.06% -332 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; 2024Q3: not reported; 2024Q4: 12,741 shares; 2025Q1: 13,441 shares; 2025Q2: 13,441 shares; 2025Q3: 16,697 shares; 2025Q4: 17,673 shares; 2026Q1: 16,497 shares; 2026Q2: 17,364 shares 17,364 $366K 0.06% +867 Timeline ITA 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: 1,490 shares; 2025Q4: 1,496 shares; 2026Q1: 1,405 shares; 2026Q2: 1,503 shares 1,503 $353K 0.06% +98 Timeline PBT PERMIAN BASIN RTY TR More: the full row for PERMIAN BASIN RTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,500 shares; 2024Q4: 12,300 shares; 2025Q1: 12,300 shares; 2025Q2: 12,300 shares; 2025Q3: 12,300 shares; 2025Q4: 12,300 shares; 2026Q1: 12,300 shares; 2026Q2: 12,300 shares 12,300 $345K 0.05% 0 Timeline SPYX 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: 9,352 shares; 2024Q4: 6,225 shares; 2025Q1: 6,293 shares; 2025Q2: 6,293 shares; 2025Q3: 5,842 shares; 2025Q4: 5,860 shares; 2026Q1: 5,861 shares; 2026Q2: 5,577 shares 5,577 $343K 0.05% -284 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,113 shares; 2024Q4: 1,113 shares; 2025Q1: 1,113 shares; 2025Q2: 1,113 shares; 2025Q3: 1,113 shares; 2025Q4: 1,113 shares; 2026Q1: 1,113 shares; 2026Q2: 1,113 shares 1,113 $339K 0.05% 0 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 939 shares; 2024Q4: 939 shares; 2025Q1: 939 shares; 2025Q2: 939 shares; 2025Q3: 939 shares; 2025Q4: 939 shares; 2026Q1: 939 shares; 2026Q2: 1,003 shares 1,003 $332K 0.05% +64 Timeline PSMT PRICESMART INC More: the full row for PRICESMART 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: 1,664 shares; 2025Q4: 1,664 shares; 2026Q1: 1,664 shares; 2026Q2: 1,664 shares 1,664 $318K 0.05% 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: 489 shares; 2024Q4: 489 shares; 2025Q1: 489 shares; 2025Q2: 489 shares; 2025Q3: 479 shares; 2025Q4: 482 shares; 2026Q1: 482 shares; 2026Q2: 482 shares 482 $317K 0.05% 0 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,915 shares; 2025Q1: 5,155 shares; 2025Q2: 5,155 shares; 2025Q3: 5,155 shares; 2025Q4: 5,156 shares; 2026Q1: 5,156 shares; 2026Q2: 4,798 shares 4,798 $316K 0.05% -358 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,626 shares 2,626 $313K 0.05% new Timeline SCHK 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: 8,377 shares; 2025Q1: 8,752 shares; 2025Q2: 8,752 shares; 2025Q3: 8,752 shares; 2025Q4: 8,752 shares; 2026Q1: 8,752 shares; 2026Q2: 8,547 shares 8,547 $309K 0.05% -205 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: 3,227 shares; 2024Q4: 3,227 shares; 2025Q1: 3,197 shares; 2025Q2: 3,197 shares; 2025Q3: 3,197 shares; 2025Q4: 3,197 shares; 2026Q1: 3,197 shares; 2026Q2: 3,197 shares 3,197 $307K 0.05% 0 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,144 shares; 2025Q1: 5,399 shares; 2025Q2: 5,399 shares; 2025Q3: 5,399 shares; 2025Q4: 5,400 shares; 2026Q1: 5,400 shares; 2026Q2: 5,248 shares 5,248 $296K 0.05% -152 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST 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: 1,770 shares; 2026Q1: 2,499 shares; 2026Q2: 2,691 shares 2,691 $295K 0.05% +192 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 864 shares; 2025Q4: 999 shares; 2026Q1: 999 shares; 2026Q2: 998 shares 998 $292K 0.05% -1 Timeline XLY 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: 1,383 shares; 2024Q4: 1,383 shares; 2025Q1: 1,379 shares; 2025Q2: 1,379 shares; 2025Q3: 1,382 shares; 2025Q4: 2,638 shares; 2026Q1: 2,633 shares; 2026Q2: 2,518 shares 2,518 $292K 0.05% -115 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,200 shares; 2024Q4: 6,472 shares; 2025Q1: 6,472 shares; 2025Q2: 6,472 shares; 2025Q3: 6,509 shares; 2025Q4: 6,509 shares; 2026Q1: 6,509 shares; 2026Q2: 6,509 shares 6,509 $289K 0.05% 0 Timeline XLC 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: 2,552 shares; 2024Q4: 2,552 shares; 2025Q1: 2,552 shares; 2025Q2: 2,552 shares; 2025Q3: 2,547 shares; 2025Q4: 2,519 shares; 2026Q1: 2,519 shares; 2026Q2: 2,514 shares 2,514 $281K 0.04% -5 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; 2024Q3: 8,559 shares; 2024Q4: 8,103 shares; 2025Q1: 7,948 shares; 2025Q2: 7,948 shares; 2025Q3: 8,203 shares; 2025Q4: 7,735 shares; 2026Q1: 6,576 shares; 2026Q2: 5,335 shares 5,335 $278K 0.04% -1,241 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR 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: 5,487 shares 5,487 $277K 0.04% new Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,523 shares; 2025Q2: 5,523 shares; 2025Q3: 5,573 shares; 2025Q4: 5,574 shares; 2026Q1: 5,575 shares; 2026Q2: 5,675 shares 5,675 $275K 0.04% +100 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: 835 shares; 2024Q4: 835 shares; 2025Q1: 835 shares; 2025Q2: 835 shares; 2025Q3: 804 shares; 2025Q4: 768 shares; 2026Q1: 765 shares; 2026Q2: 756 shares 756 $270K 0.04% -9 Timeline IEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,462 shares; 2024Q4: 4,462 shares; 2025Q1: 4,386 shares; 2025Q2: 4,386 shares; 2025Q3: 4,318 shares; 2025Q4: 3,924 shares; 2026Q1: 3,714 shares; 2026Q2: 3,671 shares 3,671 $265K 0.04% -43 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,141 shares; 2025Q1: 3,141 shares; 2025Q2: 3,141 shares; 2025Q3: 2,972 shares; 2025Q4: 2,972 shares; 2026Q1: 2,984 shares; 2026Q2: 2,985 shares 2,985 $262K 0.04% +1 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,985 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,985 shares; 2025Q4: 4,985 shares; 2026Q1: 4,985 shares; 2026Q2: 4,985 shares 4,985 $261K 0.04% 0 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: 2,737 shares; 2024Q4: 2,732 shares; 2025Q1: 2,756 shares; 2025Q2: 2,756 shares; 2025Q3: 2,756 shares; 2025Q4: 2,756 shares; 2026Q1: 2,806 shares; 2026Q2: 2,806 shares 2,806 $258K 0.04% 0 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: not reported; 2024Q4: not reported; 2025Q1: 1,685 shares; 2025Q2: 1,685 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,696 shares; 2026Q2: 1,782 shares 1,782 $257K 0.04% +86 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: 1,788 shares; 2024Q4: 1,788 shares; 2025Q1: 1,800 shares; 2025Q2: 1,800 shares; 2025Q3: 1,800 shares; 2025Q4: 1,800 shares; 2026Q1: 1,850 shares; 2026Q2: 1,845 shares 1,845 $256K 0.04% -5 Timeline FTNT FORTINET INC More: the full row for FORTINET 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: 1,585 shares 1,585 $255K 0.04% new Timeline AMH AMERICAN HOMES 4 RENT More: the full row for AMERICAN HOMES 4 RENT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,547 shares; 2024Q4: 9,547 shares; 2025Q1: 9,520 shares; 2025Q2: 9,520 shares; 2025Q3: 8,115 shares; 2025Q4: 7,895 shares; 2026Q1: 7,799 shares; 2026Q2: 7,418 shares 7,418 $251K 0.04% -381 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,449 shares 3,449 $250K 0.04% new Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,653 shares; 2024Q4: 3,653 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,653 shares; 2025Q4: 3,653 shares; 2026Q1: 3,653 shares; 2026Q2: 3,578 shares 3,578 $249K 0.04% -75 Timeline IEDI 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; 2024Q3: 7,079 shares; 2024Q4: 4,880 shares; 2025Q1: 4,825 shares; 2025Q2: 4,825 shares; 2025Q3: 5,761 shares; 2025Q4: 4,946 shares; 2026Q1: 4,888 shares; 2026Q2: 4,484 shares 4,484 $246K 0.04% -404 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH 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: 735 shares 735 $242K 0.04% new Timeline MKL MARKEL GROUP INC More: the full row for MARKEL 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: 114 shares; 2026Q1: 114 shares; 2026Q2: 114 shares 114 $224K 0.04% 0 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; 2024Q3: 911 shares; 2024Q4: 911 shares; 2025Q1: 911 shares; 2025Q2: 911 shares; 2025Q3: 911 shares; 2025Q4: 860 shares; 2026Q1: 860 shares; 2026Q2: 655 shares 655 $224K 0.04% -205 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES 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: 509 shares 509 $217K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,512 shares; 2026Q1: 4,512 shares; 2026Q2: 4,387 shares 4,387 $217K 0.03% -125 Timeline SCHE 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: 11,902 shares; 2024Q4: 11,281 shares; 2025Q1: 7,699 shares; 2025Q2: 7,699 shares; 2025Q3: 6,734 shares; 2025Q4: 6,349 shares; 2026Q1: not reported; 2026Q2: 5,937 shares 5,937 $213K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,071 shares; 2026Q2: 1,167 shares 1,167 $213K 0.03% +96 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; 2024Q3: 3,671 shares; 2024Q4: 3,423 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,217 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,146 shares 2,146 $210K 0.03% new Timeline AOR 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: 3,090 shares; 2026Q1: not reported; 2026Q2: 3,009 shares 3,009 $206K 0.03% new Timeline SPWR SUNPOWER INC More: the full row for SUNPOWER 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: 10,000 shares 10,000 $6.49K <0.01% new Timeline