VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 202,444 shares; 2025Q1: 252,744 shares; 2025Q2: 262,940 shares; 2025Q3: 282,400 shares; 2025Q4: 296,123 shares; 2026Q1: 307,799 shares; 2026Q2: 304,996 shares 304,996 $24.1M 21.08% -2,803 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 43,228 shares; 2025Q1: 44,315 shares; 2025Q2: 353,089 shares; 2025Q3: 370,523 shares; 2025Q4: 375,131 shares; 2026Q1: 383,342 shares; 2026Q2: 383,615 shares 383,615 $20.1M 17.58% +273 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: not loaded; 2024Q4: 680,734 shares; 2025Q1: 642,393 shares; 2025Q2: 631,175 shares; 2025Q3: 588,401 shares; 2025Q4: not reported; 2026Q1: 563,413 shares; 2026Q2: 555,333 shares 555,333 $19.3M 16.91% -8,080 Timeline DXJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 95,220 shares; 2025Q1: 88,184 shares; 2025Q2: 83,901 shares; 2025Q3: 80,578 shares; 2025Q4: 77,939 shares; 2026Q1: 77,126 shares; 2026Q2: 74,610 shares 74,610 $12.9M 11.32% -2,516 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 80,173 shares; 2025Q1: 73,223 shares; 2025Q2: 52,374 shares; 2025Q3: 46,661 shares; 2025Q4: not reported; 2026Q1: 42,873 shares; 2026Q2: 42,250 shares 42,250 $10.3M 8.98% -623 Timeline EMLC 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 255,469 shares 255,469 $6.53M 5.71% new Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 181,619 shares; 2025Q1: 210,721 shares; 2025Q2: 70,129 shares; 2025Q3: 60,691 shares; 2025Q4: not reported; 2026Q1: 57,690 shares; 2026Q2: 56,383 shares 56,383 $4.66M 4.08% -1,307 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: not loaded; 2024Q4: 9,195 shares; 2025Q1: 9,152 shares; 2025Q2: 9,115 shares; 2025Q3: 9,116 shares; 2025Q4: 8,595 shares; 2026Q1: 8,595 shares; 2026Q2: 8,595 shares 8,595 $2.49M 2.18% 0 Timeline XLP 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: not loaded; 2024Q4: 21,850 shares; 2025Q1: 21,850 shares; 2025Q2: 21,850 shares; 2025Q3: 21,850 shares; 2025Q4: not reported; 2026Q1: 21,850 shares; 2026Q2: 21,850 shares 21,850 $1.82M 1.59% 0 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,244 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,037 shares; 2026Q2: 4,808 shares 4,808 $1.72M 1.5% -229 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 52,603 shares; 2025Q1: 33,029 shares; 2025Q2: 26,158 shares; 2025Q3: 18,886 shares; 2025Q4: not reported; 2026Q1: 15,500 shares; 2026Q2: 14,835 shares 14,835 $1.52M 1.33% -665 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: not loaded; 2024Q4: 12,921 shares; 2025Q1: 12,921 shares; 2025Q2: 12,921 shares; 2025Q3: 12,921 shares; 2025Q4: not reported; 2026Q1: 12,921 shares; 2026Q2: 12,921 shares 12,921 $693K 0.61% 0 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,613 shares; 2025Q1: 2,669 shares; 2025Q2: 2,669 shares; 2025Q3: 2,669 shares; 2025Q4: 2,769 shares; 2026Q1: 2,769 shares; 2026Q2: 2,769 shares 2,769 $660K 0.58% 0 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,221 shares; 2025Q1: 3,223 shares; 2025Q2: 3,225 shares; 2025Q3: 3,226 shares; 2025Q4: 3,228 shares; 2026Q1: 3,229 shares; 2026Q2: 2,938 shares 2,938 $648K 0.57% -291 Timeline GDX 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 loaded; 2024Q4: 11,628 shares; 2025Q1: 11,042 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,178 shares; 2026Q2: 7,893 shares 7,893 $596K 0.52% -285 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,474 shares; 2025Q1: 6,427 shares; 2025Q2: 6,432 shares; 2025Q3: 6,253 shares; 2025Q4: 6,016 shares; 2026Q1: 6,024 shares; 2026Q2: 5,817 shares 5,817 $572K 0.5% -207 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: not loaded; 2024Q4: 732 shares; 2025Q1: 732 shares; 2025Q2: 732 shares; 2025Q3: 732 shares; 2025Q4: 732 shares; 2026Q1: 732 shares; 2026Q2: 1,465 shares 1,465 $547K 0.48% +733 Timeline PICK ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 19,193 shares; 2025Q1: 9,193 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,193 shares 9,193 $535K 0.47% new Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,033 shares; 2025Q3: 2,034 shares; 2025Q4: not reported; 2026Q1: 2,037 shares; 2026Q2: 2,039 shares 2,039 $409K 0.36% +2 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,746 shares 2,746 $393K 0.34% new 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 loaded; 2024Q4: 995 shares; 2025Q1: 832 shares; 2025Q2: 808 shares; 2025Q3: 781 shares; 2025Q4: 774 shares; 2026Q1: 774 shares; 2026Q2: 774 shares 774 $387K 0.34% 0 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,861 shares; 2025Q1: 1,862 shares; 2025Q2: 1,862 shares; 2025Q3: 1,829 shares; 2025Q4: 1,784 shares; 2026Q1: 1,785 shares; 2026Q2: 1,711 shares 1,711 $383K 0.34% -74 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: not loaded; 2024Q4: 13,148 shares; 2025Q1: 13,148 shares; 2025Q2: 13,148 shares; 2025Q3: 13,148 shares; 2025Q4: 13,148 shares; 2026Q1: 13,148 shares; 2026Q2: 13,148 shares 13,148 $381K 0.33% 0 Timeline ETSY ETSY INC More: the full row for ETSY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,631 shares; 2025Q1: 12,837 shares; 2025Q2: 6,260 shares; 2025Q3: 6,152 shares; 2025Q4: not reported; 2026Q1: 5,137 shares; 2026Q2: 5,007 shares 5,007 $377K 0.33% -130 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,603 shares; 2025Q1: 3,605 shares; 2025Q2: 3,608 shares; 2025Q3: 3,611 shares; 2025Q4: 3,614 shares; 2026Q1: 3,617 shares; 2026Q2: 3,620 shares 3,620 $370K 0.32% +3 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 5,123 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 920 shares; 2026Q2: 920 shares 920 $325K 0.28% 0 Timeline SLX 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 loaded; 2024Q4: not reported; 2025Q1: 3,410 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,410 shares; 2026Q1: not reported; 2026Q2: 3,235 shares 3,235 $318K 0.28% new Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,713 shares; 2025Q1: 3,729 shares; 2025Q2: 5,979 shares; 2025Q3: 5,834 shares; 2025Q4: 4,808 shares; 2026Q1: 4,638 shares; 2026Q2: 3,838 shares 3,838 $292K 0.26% -800 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,145 shares; 2025Q1: 4,197 shares; 2025Q2: 3,657 shares; 2025Q3: 3,657 shares; 2025Q4: 2,991 shares; 2026Q1: 2,105 shares; 2026Q2: 1,895 shares 1,895 $265K 0.23% -210 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,689 shares; 2025Q3: not reported; 2025Q4: 1,550 shares; 2026Q1: 1,550 shares; 2026Q2: 1,550 shares 1,550 $243K 0.21% 0 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; 2024Q3: not loaded; 2024Q4: 582 shares; 2025Q1: 582 shares; 2025Q2: not reported; 2025Q3: 582 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 582 shares 582 $242K 0.21% new Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,970 shares 1,970 $220K 0.19% new Timeline