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; 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; 2026Q3: 287,976 shares 287,976 $22.2M 19.69% -17,020 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 414,710 shares 414,710 $21.2M 18.8% +31,095 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: 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; 2026Q3: 546,341 shares 546,341 $18.2M 16.11% -8,992 Timeline DXJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 73,842 shares 73,842 $13.3M 11.8% -768 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; 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; 2026Q3: 40,255 shares 40,255 $9.3M 8.23% -1,995 Timeline EBND 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 191,427 shares 191,427 $3.94M 3.49% new 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 255,469 shares; 2026Q3: 145,241 shares 145,241 $3.61M 3.19% -110,228 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: 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; 2026Q3: 8,496 shares 8,496 $2.83M 2.5% -99 Timeline IGIB 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 reported; 2026Q3: 43,811 shares 43,811 $2.21M 1.95% 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; 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; 2026Q3: 28,120 shares 28,120 $2.2M 1.95% -28,263 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; 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; 2026Q3: 21,850 shares 21,850 $1.76M 1.56% 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; 2024Q4: 5,244 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,037 shares; 2026Q2: 4,808 shares; 2026Q3: 4,673 shares 4,673 $1.61M 1.42% -135 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 13,700 shares 13,700 $1.36M 1.2% -1,135 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; 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; 2026Q3: 7,873 shares 7,873 $691K 0.61% -20 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; 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; 2026Q3: 12,921 shares 12,921 $690K 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; 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; 2026Q3: 2,769 shares 2,769 $690K 0.61% 0 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 5,799 shares 5,799 $571K 0.51% -18 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: 732 shares; 2025Q1: 732 shares; 2025Q2: 732 shares; 2025Q3: 732 shares; 2025Q4: 732 shares; 2026Q1: 732 shares; 2026Q2: 1,465 shares; 2026Q3: 1,094 shares 1,094 $561K 0.5% -371 Timeline PICK ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 19,193 shares; 2025Q1: 9,193 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,193 shares; 2026Q3: 9,193 shares 9,193 $551K 0.49% 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; 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; 2026Q3: 2,686 shares 2,686 $495K 0.44% -252 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL 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 reported; 2026Q3: 5,466 shares 5,466 $443K 0.39% new 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; 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; 2026Q3: 1,652 shares 1,652 $426K 0.38% -59 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,746 shares; 2026Q3: 2,746 shares 2,746 $426K 0.38% 0 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; 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; 2026Q3: 2,040 shares 2,040 $394K 0.35% +1 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; 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; 2026Q3: 13,148 shares 13,148 $385K 0.34% 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; 2024Q4: 995 shares; 2025Q1: 832 shares; 2025Q2: 808 shares; 2025Q3: 781 shares; 2025Q4: 774 shares; 2026Q1: 774 shares; 2026Q2: 774 shares; 2026Q3: 769 shares 769 $383K 0.34% -5 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 3,572 shares 3,572 $336K 0.3% -48 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; 2024Q4: not reported; 2025Q1: 3,410 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,410 shares; 2026Q1: not reported; 2026Q2: 3,235 shares; 2026Q3: 3,235 shares 3,235 $331K 0.29% 0 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: not reported; 2025Q1: 5,123 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 920 shares; 2026Q2: 920 shares; 2026Q3: 920 shares 920 $313K 0.28% 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; 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; 2026Q3: 4,382 shares 4,382 $313K 0.28% -625 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 3,734 shares 3,734 $275K 0.24% -104 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: 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; 2026Q3: 1,790 shares 1,790 $232K 0.21% -105 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 1,550 shares 1,550 $221K 0.2% 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; 2024Q4: 582 shares; 2025Q1: 582 shares; 2025Q2: not reported; 2025Q3: 582 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 582 shares; 2026Q3: 582 shares 582 $214K 0.19% 0 Timeline EBAY EBAY INC. More: the full row for EBAY 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: 1,970 shares; 2026Q3: 1,971 shares 1,971 $209K 0.18% +1 Timeline