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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,052 shares; 2026Q1: 7,980 shares; 2026Q2: 12,806 shares 12,806 $8.8M 10.63% +4,826 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: 1,096 shares; 2024Q4: 996 shares; 2025Q1: 717 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,839 shares; 2026Q1: 6,596 shares; 2026Q2: 70,597 shares 70,597 $6.08M 7.35% +64,001 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 330,572 shares; 2024Q4: 362,415 shares; 2025Q1: 393,312 shares; 2025Q2: 33,996 shares; 2025Q3: 31,882 shares; 2025Q4: 64,914 shares; 2026Q1: 97,686 shares; 2026Q2: 151,602 shares 151,602 $4.02M 4.86% +53,916 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: 100,098 shares; 2024Q4: 301,896 shares; 2025Q1: 312,718 shares; 2025Q2: 87,308 shares; 2025Q3: 90,741 shares; 2025Q4: 96,538 shares; 2026Q1: 100,338 shares; 2026Q2: 115,898 shares 115,898 $3.68M 4.44% +15,560 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: 14,982 shares; 2024Q4: 14,511 shares; 2025Q1: 14,342 shares; 2025Q2: 3,097 shares; 2025Q3: 3,004 shares; 2025Q4: 4,511 shares; 2026Q1: 6,882 shares; 2026Q2: 39,320 shares 39,320 $3.17M 3.83% +32,438 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 143,922 shares; 2024Q4: 134,826 shares; 2025Q1: 141,702 shares; 2025Q2: 69,915 shares; 2025Q3: 71,266 shares; 2025Q4: 75,927 shares; 2026Q1: 73,066 shares; 2026Q2: 77,886 shares 77,886 $3.07M 3.71% +4,820 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: 4,093 shares; 2024Q4: 3,972 shares; 2025Q1: 4,601 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,114 shares; 2026Q1: 4,807 shares; 2026Q2: 8,528 shares 8,528 $2.59M 3.12% +3,721 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: 114,283 shares; 2024Q4: 114,434 shares; 2025Q1: 113,553 shares; 2025Q2: 27,899 shares; 2025Q3: 27,388 shares; 2025Q4: 25,563 shares; 2026Q1: 20,086 shares; 2026Q2: 14,731 shares 14,731 $2.18M 2.64% -5,355 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: 4,045 shares; 2025Q3: 4,700 shares; 2025Q4: 11,206 shares; 2026Q1: 22,985 shares; 2026Q2: 41,369 shares 41,369 $2.09M 2.52% +18,384 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 240,572 shares; 2024Q4: 306,039 shares; 2025Q1: 373,901 shares; 2025Q2: 76,875 shares; 2025Q3: 77,222 shares; 2025Q4: 70,717 shares; 2026Q1: 56,570 shares; 2026Q2: 40,320 shares 40,320 $2.04M 2.46% -16,250 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 209,051 shares; 2024Q4: 301,256 shares; 2025Q1: 413,778 shares; 2025Q2: 75,781 shares; 2025Q3: 74,987 shares; 2025Q4: 71,632 shares; 2026Q1: 58,194 shares; 2026Q2: 41,834 shares 41,834 $1.96M 2.37% -16,360 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F 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: 4,889 shares; 2025Q4: 12,867 shares; 2026Q1: 19,687 shares; 2026Q2: 31,618 shares 31,618 $1.94M 2.35% +11,931 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,201 shares; 2025Q3: 2,745 shares; 2025Q4: 4,074 shares; 2026Q1: 5,757 shares; 2026Q2: 8,670 shares 8,670 $1.89M 2.28% +2,913 Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD 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: 10,265 shares; 2025Q4: 26,930 shares; 2026Q1: 40,410 shares; 2026Q2: 64,203 shares 64,203 $1.89M 2.28% +23,793 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,451 shares; 2025Q3: 10,648 shares; 2025Q4: 10,648 shares; 2026Q1: 10,648 shares; 2026Q2: 11,908 shares 11,908 $1.88M 2.27% +1,260 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 133,805 shares; 2024Q4: 166,241 shares; 2025Q1: 182,184 shares; 2025Q2: 41,052 shares; 2025Q3: 40,481 shares; 2025Q4: 37,174 shares; 2026Q1: 29,685 shares; 2026Q2: 26,955 shares 26,955 $1.83M 2.21% -2,730 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,058 shares; 2024Q4: 8,080 shares; 2025Q1: 11,298 shares; 2025Q2: 3,520 shares; 2025Q3: 3,704 shares; 2025Q4: 5,003 shares; 2026Q1: 11,635 shares; 2026Q2: 16,501 shares 16,501 $1.66M 2.01% +4,866 Timeline XLK 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,018 shares; 2026Q2: 7,651 shares 7,651 $1.46M 1.76% +2,633 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 171,394 shares; 2024Q4: 137,584 shares; 2025Q1: 87,605 shares; 2025Q2: 32,453 shares; 2025Q3: 32,088 shares; 2025Q4: 30,587 shares; 2026Q1: 21,897 shares; 2026Q2: 15,566 shares 15,566 $1.44M 1.73% -6,331 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: 83,889 shares; 2024Q4: 248,856 shares; 2025Q1: 248,185 shares; 2025Q2: 67,445 shares; 2025Q3: 66,412 shares; 2025Q4: 60,996 shares; 2026Q1: 49,243 shares; 2026Q2: 36,643 shares 36,643 $1.35M 1.63% -12,600 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: 72,033 shares; 2024Q4: 287,185 shares; 2025Q1: 289,900 shares; 2025Q2: 63,222 shares; 2025Q3: 63,293 shares; 2025Q4: 55,514 shares; 2026Q1: 48,589 shares; 2026Q2: 38,596 shares 38,596 $1.31M 1.58% -9,993 Timeline IGRO 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: 6,092 shares; 2026Q1: 8,951 shares; 2026Q2: 14,231 shares 14,231 $1.25M 1.51% +5,280 Timeline XHLF BONDBLOXX ETF TRUST More: the full row for BONDBLOXX 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: 5,480 shares; 2026Q1: 13,053 shares; 2026Q2: 24,762 shares 24,762 $1.25M 1.5% +11,709 Timeline JUCY ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS 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: 13,849 shares; 2026Q1: 31,240 shares; 2026Q2: 56,451 shares 56,451 $1.24M 1.5% +25,211 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: 13,846 shares; 2024Q4: 13,860 shares; 2025Q1: 13,981 shares; 2025Q2: 8,963 shares; 2025Q3: 9,524 shares; 2025Q4: 9,525 shares; 2026Q1: 9,566 shares; 2026Q2: 10,149 shares 10,149 $1.21M 1.46% +583 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 347,469 shares; 2024Q4: 362,093 shares; 2025Q1: 396,207 shares; 2025Q2: 42,304 shares; 2025Q3: 39,491 shares; 2025Q4: 35,081 shares; 2026Q1: 33,543 shares; 2026Q2: 23,687 shares 23,687 $1.08M 1.3% -9,856 Timeline PFFD GLOBAL X FDS More: the full row for GLOBAL X 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: 18,191 shares; 2026Q1: 30,643 shares; 2026Q2: 51,793 shares 51,793 $968K 1.17% +21,150 Timeline JGRO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 92,111 shares; 2024Q4: 97,213 shares; 2025Q1: 104,845 shares; 2025Q2: 17,410 shares; 2025Q3: 17,560 shares; 2025Q4: 16,601 shares; 2026Q1: 11,924 shares; 2026Q2: 9,367 shares 9,367 $923K 1.12% -2,557 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM 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: 10,143 shares; 2026Q1: 12,269 shares; 2026Q2: 17,964 shares 17,964 $915K 1.11% +5,695 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: 2,976 shares; 2024Q4: 2,882 shares; 2025Q1: not reported; 2025Q2: 2,033 shares; 2025Q3: 3,855 shares; 2025Q4: 3,994 shares; 2026Q1: 2,120 shares; 2026Q2: 2,126 shares 2,126 $894K 1.08% +6 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 159,949 shares; 2025Q1: 241,897 shares; 2025Q2: 28,513 shares; 2025Q3: 27,010 shares; 2025Q4: 24,252 shares; 2026Q1: 24,169 shares; 2026Q2: 15,728 shares 15,728 $823K 0.99% -8,441 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: 16,430 shares; 2024Q4: 16,441 shares; 2025Q1: 17,964 shares; 2025Q2: 1,020 shares; 2025Q3: 1,650 shares; 2025Q4: 1,286 shares; 2026Q1: 2,322 shares; 2026Q2: 2,535 shares 2,535 $733K 0.89% +213 Timeline GSIE 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; 2024Q3: 75,662 shares; 2024Q4: 77,578 shares; 2025Q1: 84,569 shares; 2025Q2: 33,905 shares; 2025Q3: 34,080 shares; 2025Q4: 31,310 shares; 2026Q1: 23,271 shares; 2026Q2: 15,786 shares 15,786 $721K 0.87% -7,485 Timeline MOAT 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: 43,483 shares; 2024Q4: 51,275 shares; 2025Q1: 54,671 shares; 2025Q2: 11,908 shares; 2025Q3: 11,908 shares; 2025Q4: 11,377 shares; 2026Q1: 8,402 shares; 2026Q2: 6,845 shares 6,845 $712K 0.86% -1,557 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,300 shares; 2025Q3: 2,204 shares; 2025Q4: 1,455 shares; 2026Q1: 2,211 shares; 2026Q2: 3,354 shares 3,354 $671K 0.81% +1,143 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: 50,845 shares; 2024Q4: 166,135 shares; 2025Q1: 176,551 shares; 2025Q2: 30,147 shares; 2025Q3: 38,824 shares; 2025Q4: 25,138 shares; 2026Q1: 24,374 shares; 2026Q2: 22,369 shares 22,369 $658K 0.8% -2,005 Timeline IDUB ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS 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: 8,867 shares; 2026Q1: 14,338 shares; 2026Q2: 23,395 shares 23,395 $643K 0.78% +9,057 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,532 shares; 2026Q2: 14,793 shares 14,793 $548K 0.66% +9,261 Timeline VTC 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,648 shares 6,648 $511K 0.62% new 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: 18,837 shares; 2024Q4: 18,692 shares; 2025Q1: 18,600 shares; 2025Q2: 1,341 shares; 2025Q3: 1,341 shares; 2025Q4: 1,345 shares; 2026Q1: 1,345 shares; 2026Q2: 1,345 shares 1,345 $498K 0.6% 0 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: 9,602 shares; 2024Q4: 9,638 shares; 2025Q1: 9,724 shares; 2025Q2: 333 shares; 2025Q3: 409 shares; 2025Q4: 335 shares; 2026Q1: 664 shares; 2026Q2: 664 shares 664 $496K 0.6% 0 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: 510 shares; 2024Q4: 507 shares; 2025Q1: 1,269 shares; 2025Q2: 800 shares; 2025Q3: 1,162 shares; 2025Q4: 986 shares; 2026Q1: 1,213 shares; 2026Q2: 1,312 shares 1,312 $490K 0.59% +99 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 800 shares; 2025Q4: 800 shares; 2026Q1: 910 shares; 2026Q2: 1,022 shares 1,022 $488K 0.59% +112 Timeline DVYE ISHARES INC More: the full row for ISHARES 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: 8,789 shares; 2026Q2: 14,424 shares 14,424 $465K 0.56% +5,635 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: 46,817 shares; 2024Q4: 140,670 shares; 2025Q1: 141,269 shares; 2025Q2: 15,521 shares; 2025Q3: 15,264 shares; 2025Q4: 15,277 shares; 2026Q1: 15,289 shares; 2026Q2: 15,301 shares 15,301 $443K 0.54% +12 Timeline RECS COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I 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: 7,331 shares; 2025Q4: 8,364 shares; 2026Q1: 8,409 shares; 2026Q2: 10,203 shares 10,203 $442K 0.53% +1,794 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: 24,862 shares; 2024Q4: 26,418 shares; 2025Q1: 27,903 shares; 2025Q2: 4,671 shares; 2025Q3: 4,836 shares; 2025Q4: 4,838 shares; 2026Q1: 4,878 shares; 2026Q2: 5,603 shares 5,603 $432K 0.52% +725 Timeline IEI 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: 2,924 shares; 2026Q2: 3,578 shares 3,578 $420K 0.51% +654 Timeline TLT 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: 2,466 shares; 2026Q2: 4,842 shares 4,842 $418K 0.51% +2,376 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,121 shares 1,121 $401K 0.48% new Timeline PAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,531 shares; 2024Q4: 46,631 shares; 2025Q1: 46,008 shares; 2025Q2: 17,140 shares; 2025Q3: 17,140 shares; 2025Q4: 15,415 shares; 2026Q1: 14,250 shares; 2026Q2: 8,065 shares 8,065 $368K 0.44% -6,185 Timeline JNK 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: 3,275 shares; 2026Q2: 3,347 shares 3,347 $323K 0.39% +72 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 315 shares; 2026Q1: 388 shares; 2026Q2: 344 shares 344 $322K 0.39% -44 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,348 shares; 2025Q4: 1,348 shares; 2026Q1: 1,190 shares; 2026Q2: 1,190 shares 1,190 $322K 0.39% 0 Timeline SFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65,024 shares; 2024Q4: 65,362 shares; 2025Q1: 74,279 shares; 2025Q2: 13,240 shares; 2025Q3: 12,881 shares; 2025Q4: 11,820 shares; 2026Q1: 11,329 shares; 2026Q2: 8,203 shares 8,203 $316K 0.38% -3,126 Timeline SHYG 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: 7,116 shares; 2026Q2: 7,252 shares 7,252 $308K 0.37% +136 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,122 shares; 2025Q4: 2,122 shares; 2026Q1: 2,122 shares; 2026Q2: 2,434 shares 2,434 $304K 0.37% +312 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,184 shares; 2026Q1: 1,725 shares; 2026Q2: 1,213 shares 1,213 $289K 0.35% -512 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,459 shares; 2026Q2: 4,058 shares 4,058 $289K 0.35% +599 Timeline IDMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,840 shares; 2026Q1: 3,840 shares; 2026Q2: 4,763 shares 4,763 $287K 0.35% +923 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,954 shares; 2026Q2: 4,680 shares 4,680 $279K 0.34% +726 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 696 shares 696 $263K 0.32% new Timeline IGIB 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: 4,539 shares; 2026Q2: 4,623 shares 4,623 $246K 0.3% +84 Timeline QUS 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: 10,418 shares; 2024Q4: 10,344 shares; 2025Q1: 10,188 shares; 2025Q2: 1,295 shares; 2025Q3: 1,295 shares; 2025Q4: 1,306 shares; 2026Q1: 1,306 shares; 2026Q2: 1,313 shares 1,313 $245K 0.3% +7 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,005 shares; 2024Q4: 16,967 shares; 2025Q1: 17,934 shares; 2025Q2: 1,583 shares; 2025Q3: 1,583 shares; 2025Q4: 1,595 shares; 2026Q1: 1,536 shares; 2026Q2: 1,544 shares 1,544 $242K 0.29% +8 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,970 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,772 shares 9,772 $241K 0.29% new Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,764 shares 9,764 $236K 0.28% new 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: 18,832 shares; 2024Q4: 18,835 shares; 2025Q1: 18,827 shares; 2025Q2: not reported; 2025Q3: 1,949 shares; 2025Q4: 1,949 shares; 2026Q1: not reported; 2026Q2: 1,949 shares 1,949 $223K 0.27% 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: 32,892 shares; 2024Q4: 32,513 shares; 2025Q1: 32,434 shares; 2025Q2: not reported; 2025Q3: 3,159 shares; 2025Q4: 3,175 shares; 2026Q1: 3,175 shares; 2026Q2: 3,177 shares 3,177 $221K 0.27% +2 Timeline KLAC KLA CORP More: the full row for KLA 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: 684 shares 684 $206K 0.25% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,342 shares; 2026Q1: 10,512 shares; 2026Q2: 10,634 shares 10,634 $177K 0.21% +122 Timeline