CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,936,683 shares; 2024Q4: 1,988,521 shares; 2025Q1: 1,921,812 shares; 2025Q2: 1,968,586 shares; 2025Q3: 2,008,253 shares; 2025Q4: 2,071,128 shares; 2026Q1: 2,109,708 shares; 2026Q2: 2,140,742 shares 2,140,742 $105M 11.78% +31,034 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: 833,466 shares; 2024Q4: 831,633 shares; 2025Q1: 705,476 shares; 2025Q2: 711,669 shares; 2025Q3: 707,841 shares; 2025Q4: 689,578 shares; 2026Q1: 587,001 shares; 2026Q2: 588,632 shares 588,632 $96.7M 10.79% +1,631 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 786,928 shares; 2024Q4: 829,446 shares; 2025Q1: 1,300,674 shares; 2025Q2: 1,324,486 shares; 2025Q3: 1,345,920 shares; 2025Q4: 1,394,757 shares; 2026Q1: 1,424,119 shares; 2026Q2: 1,430,786 shares 1,430,786 $67.5M 7.54% +6,667 Timeline CGCB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,272 shares; 2025Q1: 8,272 shares; 2025Q2: 8,272 shares; 2025Q3: 13,889 shares; 2025Q4: 2,044,780 shares; 2026Q1: 2,184,031 shares; 2026Q2: 2,357,491 shares 2,357,491 $61.7M 6.89% +173,460 Timeline IUSB 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: 928,441 shares; 2026Q1: 974,524 shares; 2026Q2: 1,025,312 shares 1,025,312 $47.3M 5.28% +50,788 Timeline FNDF 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: 603,064 shares; 2024Q4: 633,036 shares; 2025Q1: 777,254 shares; 2025Q2: 799,671 shares; 2025Q3: 816,396 shares; 2025Q4: 851,372 shares; 2026Q1: 875,644 shares; 2026Q2: 892,902 shares 892,902 $47.1M 5.26% +17,258 Timeline 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: 246,973 shares; 2024Q4: 269,280 shares; 2025Q1: 387,956 shares; 2025Q2: 403,756 shares; 2025Q3: 439,799 shares; 2025Q4: 512,807 shares; 2026Q1: 593,452 shares; 2026Q2: 596,046 shares 596,046 $47.1M 5.26% +2,594 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: not reported; 2025Q1: 4,572 shares; 2025Q2: 5,127 shares; 2025Q3: 5,781 shares; 2025Q4: 505,962 shares; 2026Q1: 555,500 shares; 2026Q2: 679,070 shares 679,070 $35.5M 3.97% +123,570 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,025,373 shares; 2024Q4: 1,020,991 shares; 2025Q1: 1,016,147 shares; 2025Q2: 1,034,689 shares; 2025Q3: 1,069,575 shares; 2025Q4: 1,073,202 shares; 2026Q1: 1,096,862 shares; 2026Q2: 1,403,983 shares 1,403,983 $32M 3.57% +307,121 Timeline CGIC CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL 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: 825,821 shares; 2026Q2: 861,481 shares 861,481 $31.3M 3.5% +35,660 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,173 shares; 2024Q4: 39,621 shares; 2025Q1: 52,561 shares; 2025Q2: 52,518 shares; 2025Q3: 52,655 shares; 2025Q4: 51,752 shares; 2026Q1: 51,398 shares; 2026Q2: 51,356 shares 51,356 $26.8M 2.99% -42 Timeline FNDE 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: 323,779 shares; 2024Q4: 333,427 shares; 2025Q1: 399,570 shares; 2025Q2: 419,921 shares; 2025Q3: 431,714 shares; 2025Q4: 533,933 shares; 2026Q1: 573,053 shares; 2026Q2: 597,009 shares 597,009 $23.7M 2.64% +23,956 Timeline FNDX 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: 28,458 shares; 2024Q4: 83,733 shares; 2025Q1: 91,202 shares; 2025Q2: 90,467 shares; 2025Q3: 89,915 shares; 2025Q4: 90,684 shares; 2026Q1: 637,515 shares; 2026Q2: 660,586 shares 660,586 $20.5M 2.29% +23,071 Timeline CGNG CAPITAL GROUP NEW GEOGRAPHY More: the full row for CAPITAL GROUP NEW GEOGRAPHY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 220,872 shares; 2024Q4: 255,704 shares; 2025Q1: 451,120 shares; 2025Q2: 493,775 shares; 2025Q3: 509,557 shares; 2025Q4: 466,836 shares; 2026Q1: 482,119 shares; 2026Q2: 499,265 shares 499,265 $18.7M 2.09% +17,146 Timeline RLY 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,007 shares; 2026Q1: 492,437 shares; 2026Q2: 529,195 shares 529,195 $18.3M 2.04% +36,758 Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 328,430 shares; 2024Q4: 320,119 shares; 2025Q1: 315,714 shares; 2025Q2: 321,577 shares; 2025Q3: 349,218 shares; 2025Q4: 292,626 shares; 2026Q1: 292,477 shares; 2026Q2: 297,356 shares 297,356 $14.9M 1.66% +4,879 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,065,051 shares; 2024Q4: 4,402,179 shares; 2025Q1: 5,536,984 shares; 2025Q2: 5,631,675 shares; 2025Q3: 5,811,902 shares; 2025Q4: 883,426 shares; 2026Q1: 775,621 shares; 2026Q2: 638,143 shares 638,143 $14.2M 1.59% -137,478 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 96,645 shares; 2024Q4: 177,570 shares; 2025Q1: 208,211 shares; 2025Q2: 206,975 shares; 2025Q3: 253,138 shares; 2025Q4: 316,835 shares; 2026Q1: 323,272 shares; 2026Q2: 342,396 shares 342,396 $13M 1.45% +19,124 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: 222,565 shares; 2024Q4: 196,697 shares; 2025Q1: 186,316 shares; 2025Q2: 163,167 shares; 2025Q3: 164,278 shares; 2025Q4: 168,855 shares; 2026Q1: 172,461 shares; 2026Q2: 173,940 shares 173,940 $12.4M 1.38% +1,479 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: 40,185 shares; 2024Q4: 39,566 shares; 2025Q1: 39,381 shares; 2025Q2: 39,511 shares; 2025Q3: 39,241 shares; 2025Q4: 38,801 shares; 2026Q1: 38,705 shares; 2026Q2: 41,846 shares 41,846 $12.1M 1.35% +3,141 Timeline FNDA 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: 180,487 shares; 2024Q4: 370,138 shares; 2025Q1: 247,450 shares; 2025Q2: 242,897 shares; 2025Q3: 241,253 shares; 2025Q4: 214,633 shares; 2026Q1: 298,854 shares; 2026Q2: 307,499 shares 307,499 $11.7M 1.31% +8,645 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: 32,008 shares; 2024Q4: 34,885 shares; 2025Q1: 35,821 shares; 2025Q2: 34,186 shares; 2025Q3: 33,497 shares; 2025Q4: 29,436 shares; 2026Q1: 29,830 shares; 2026Q2: 33,027 shares 33,027 $10M 1.12% +3,197 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: 56,449 shares; 2024Q4: 59,516 shares; 2025Q1: 29,254 shares; 2025Q2: 27,877 shares; 2025Q3: 27,914 shares; 2025Q4: 24,416 shares; 2026Q1: 25,354 shares; 2026Q2: 114,925 shares 114,925 $9.26M 1.03% +89,571 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,324,825 shares; 2024Q4: 1,219,828 shares; 2025Q1: 218,467 shares; 2025Q2: 212,662 shares; 2025Q3: 212,695 shares; 2025Q4: 196,011 shares; 2026Q1: 184,157 shares; 2026Q2: 183,217 shares 183,217 $7.76M 0.87% -940 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,993 shares; 2024Q4: 32,901 shares; 2025Q1: 36,814 shares; 2025Q2: 39,643 shares; 2025Q3: 40,948 shares; 2025Q4: 46,640 shares; 2026Q1: 54,077 shares; 2026Q2: 63,831 shares 63,831 $6.87M 0.77% +9,754 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: 42,088 shares; 2024Q4: 39,273 shares; 2025Q1: 37,254 shares; 2025Q2: 36,472 shares; 2025Q3: 34,395 shares; 2025Q4: 31,384 shares; 2026Q1: 30,542 shares; 2026Q2: 30,509 shares 30,509 $6.49M 0.72% -33 Timeline CGIE CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 614,578 shares; 2024Q4: 671,248 shares; 2025Q1: 868,213 shares; 2025Q2: 947,768 shares; 2025Q3: 987,388 shares; 2025Q4: 923,595 shares; 2026Q1: 161,778 shares; 2026Q2: 153,507 shares 153,507 $5.65M 0.63% -8,271 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: 50,042 shares; 2024Q4: 59,720 shares; 2025Q1: 60,510 shares; 2025Q2: 61,982 shares; 2025Q3: 56,614 shares; 2025Q4: 55,089 shares; 2026Q1: 55,867 shares; 2026Q2: 39,665 shares 39,665 $5.54M 0.62% -16,202 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: 9,891 shares; 2024Q4: 10,241 shares; 2025Q1: 10,403 shares; 2025Q2: 10,412 shares; 2025Q3: 10,299 shares; 2025Q4: 10,293 shares; 2026Q1: 10,103 shares; 2026Q2: 9,653 shares 9,653 $4.83M 0.54% -450 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: 89,963 shares; 2024Q4: 76,101 shares; 2025Q1: 70,813 shares; 2025Q2: 58,608 shares; 2025Q3: 59,350 shares; 2025Q4: 60,486 shares; 2026Q1: 62,640 shares; 2026Q2: 63,235 shares 63,235 $3.77M 0.42% +595 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: 8,850 shares; 2024Q4: 7,545 shares; 2025Q1: 7,419 shares; 2025Q2: 9,184 shares; 2025Q3: 8,474 shares; 2025Q4: 8,315 shares; 2026Q1: 8,653 shares; 2026Q2: 8,932 shares 8,932 $3.33M 0.37% +279 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,810 shares; 2024Q4: 32,509 shares; 2025Q1: 32,903 shares; 2025Q2: 33,148 shares; 2025Q3: 34,360 shares; 2025Q4: 26,603 shares; 2026Q1: 27,157 shares; 2026Q2: 29,680 shares 29,680 $3.16M 0.35% +2,523 Timeline TFLO 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: 35,631 shares; 2025Q1: 51,997 shares; 2025Q2: 84,580 shares; 2025Q3: 92,048 shares; 2025Q4: 36,397 shares; 2026Q1: 12,029 shares; 2026Q2: 55,665 shares 55,665 $2.82M 0.31% +43,636 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: 57,049 shares; 2024Q4: 105,952 shares; 2025Q1: 104,036 shares; 2025Q2: 104,471 shares; 2025Q3: 106,387 shares; 2025Q4: 102,743 shares; 2026Q1: 96,526 shares; 2026Q2: 97,355 shares 97,355 $2.7M 0.3% +829 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: 9,660 shares; 2024Q4: 9,817 shares; 2025Q1: 9,562 shares; 2025Q2: 9,486 shares; 2025Q3: 9,457 shares; 2025Q4: 9,254 shares; 2026Q1: 7,308 shares; 2026Q2: 7,223 shares 7,223 $2.67M 0.3% -85 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: 340,806 shares; 2024Q4: 256,937 shares; 2025Q1: 75,746 shares; 2025Q2: 117,301 shares; 2025Q3: 123,969 shares; 2025Q4: 101,091 shares; 2026Q1: 86,521 shares; 2026Q2: 58,851 shares 58,851 $2.32M 0.26% -27,670 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: 16,801 shares; 2024Q4: 16,691 shares; 2025Q1: 14,624 shares; 2025Q2: 14,002 shares; 2025Q3: 12,758 shares; 2025Q4: 10,811 shares; 2026Q1: 9,379 shares; 2026Q2: 9,236 shares 9,236 $2.19M 0.24% -143 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: 5,174 shares; 2024Q4: 5,184 shares; 2025Q1: 5,086 shares; 2025Q2: 4,716 shares; 2025Q3: 4,549 shares; 2025Q4: 4,883 shares; 2026Q1: 5,101 shares; 2026Q2: 5,089 shares 5,089 $1.87M 0.21% -12 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: 9,819 shares; 2024Q4: 9,859 shares; 2025Q1: 7,064 shares; 2025Q2: 7,064 shares; 2025Q3: 7,064 shares; 2025Q4: 7,258 shares; 2026Q1: 7,258 shares; 2026Q2: 9,349 shares 9,349 $1.87M 0.21% +2,091 Timeline ESGV 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: 19,737 shares; 2024Q4: 20,325 shares; 2025Q1: 17,274 shares; 2025Q2: 16,540 shares; 2025Q3: 16,353 shares; 2025Q4: 15,936 shares; 2026Q1: 14,452 shares; 2026Q2: 14,112 shares 14,112 $1.87M 0.21% -340 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,240 shares; 2024Q4: 8,905 shares; 2025Q1: 8,634 shares; 2025Q2: 8,459 shares; 2025Q3: 8,460 shares; 2025Q4: 8,238 shares; 2026Q1: 8,077 shares; 2026Q2: 8,053 shares 8,053 $1.77M 0.2% -24 Timeline VIGI 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: 24,189 shares; 2024Q4: 22,798 shares; 2025Q1: 22,653 shares; 2025Q2: 22,581 shares; 2025Q3: 22,553 shares; 2025Q4: 20,052 shares; 2026Q1: 19,689 shares; 2026Q2: 18,506 shares 18,506 $1.73M 0.19% -1,183 Timeline ICSH 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: 17,337 shares; 2025Q1: 21,620 shares; 2025Q2: 10,243 shares; 2025Q3: 7,840 shares; 2025Q4: 8,094 shares; 2026Q1: 19,258 shares; 2026Q2: 34,133 shares 34,133 $1.73M 0.19% +14,875 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,802 shares; 2025Q3: 16,342 shares; 2025Q4: 60,424 shares; 2026Q1: 47,557 shares; 2026Q2: 30,167 shares 30,167 $1.58M 0.18% -17,390 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: 6,016 shares; 2024Q4: 6,166 shares; 2025Q1: 5,966 shares; 2025Q2: 5,924 shares; 2025Q3: 5,924 shares; 2025Q4: 5,908 shares; 2026Q1: 6,034 shares; 2026Q2: 6,212 shares 6,212 $1.58M 0.18% +178 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: 58,655 shares; 2024Q4: 49,144 shares; 2025Q1: 45,796 shares; 2025Q2: 42,305 shares; 2025Q3: 41,584 shares; 2025Q4: 39,813 shares; 2026Q1: 37,551 shares; 2026Q2: 37,747 shares 37,747 $1.37M 0.15% +196 Timeline EUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,351 shares; 2024Q4: 30,301 shares; 2025Q1: 30,718 shares; 2025Q2: 30,050 shares; 2025Q3: 30,068 shares; 2025Q4: 29,643 shares; 2026Q1: 30,267 shares; 2026Q2: 31,489 shares 31,489 $1.37M 0.15% +1,222 Timeline VSGX 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: 12,928 shares; 2024Q4: 13,128 shares; 2025Q1: 14,569 shares; 2025Q2: 14,475 shares; 2025Q3: 14,691 shares; 2025Q4: 14,559 shares; 2026Q1: 16,209 shares; 2026Q2: 15,925 shares 15,925 $1.31M 0.15% -284 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: 47,822 shares; 2024Q4: 50,266 shares; 2025Q1: 49,448 shares; 2025Q2: 50,008 shares; 2025Q3: 50,229 shares; 2025Q4: 50,635 shares; 2026Q1: 50,792 shares; 2026Q2: 50,931 shares 50,931 $1.23M 0.14% +139 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: 2,530 shares; 2024Q4: 2,530 shares; 2025Q1: 2,405 shares; 2025Q2: 2,128 shares; 2025Q3: 2,128 shares; 2025Q4: 2,151 shares; 2026Q1: 2,176 shares; 2026Q2: 2,171 shares 2,171 $1.22M 0.14% -5 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,501 shares 3,501 $1.2M 0.13% new Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,430 shares; 2024Q4: 29,646 shares; 2025Q1: 29,646 shares; 2025Q2: 20,582 shares; 2025Q3: 20,582 shares; 2025Q4: 20,582 shares; 2026Q1: 20,582 shares; 2026Q2: 20,582 shares 20,582 $1.19M 0.13% 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; 2024Q3: 3,089 shares; 2024Q4: 3,089 shares; 2025Q1: 3,089 shares; 2025Q2: 3,109 shares; 2025Q3: 3,109 shares; 2025Q4: 3,168 shares; 2026Q1: 3,205 shares; 2026Q2: 3,275 shares 3,275 $1.16M 0.13% +70 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: 2,815 shares; 2024Q4: 2,565 shares; 2025Q1: 2,265 shares; 2025Q2: 2,373 shares; 2025Q3: 2,239 shares; 2025Q4: 2,181 shares; 2026Q1: 2,591 shares; 2026Q2: 2,620 shares 2,620 $1.1M 0.12% +29 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,389 shares; 2024Q4: 1,387 shares; 2025Q1: 1,387 shares; 2025Q2: 1,403 shares; 2025Q3: 1,458 shares; 2025Q4: 1,361 shares; 2026Q1: 1,359 shares; 2026Q2: 1,445 shares 1,445 $1.08M 0.12% +86 Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,418 shares; 2024Q4: 25,590 shares; 2025Q1: 26,895 shares; 2025Q2: 26,940 shares; 2025Q3: 27,682 shares; 2025Q4: 28,637 shares; 2026Q1: 25,863 shares; 2026Q2: 25,491 shares 25,491 $1.07M 0.12% -372 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: 510 shares; 2024Q4: 514 shares; 2025Q1: 1,228 shares; 2025Q2: 1,181 shares; 2025Q3: 1,181 shares; 2025Q4: 1,295 shares; 2026Q1: 1,279 shares; 2026Q2: 1,273 shares 1,273 $951K 0.11% -6 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,818 shares; 2024Q4: 5,781 shares; 2025Q1: 5,555 shares; 2025Q2: 4,633 shares; 2025Q3: 3,881 shares; 2025Q4: 3,771 shares; 2026Q1: 3,658 shares; 2026Q2: 3,662 shares 3,662 $888K 0.1% +4 Timeline GMUB 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,667 shares; 2026Q2: 17,116 shares 17,116 $880K 0.1% +449 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: 19,219 shares; 2024Q4: 25,380 shares; 2025Q1: 29,689 shares; 2025Q2: 31,924 shares; 2025Q3: 34,128 shares; 2025Q4: 34,614 shares; 2026Q1: 34,856 shares; 2026Q2: 35,119 shares 35,119 $851K 0.09% +263 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: 30,675 shares; 2024Q4: 29,042 shares; 2025Q1: 30,169 shares; 2025Q2: 28,343 shares; 2025Q3: 28,645 shares; 2025Q4: 21,703 shares; 2026Q1: 20,563 shares; 2026Q2: 18,065 shares 18,065 $766K 0.09% -2,498 Timeline BRK-A 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: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares; 2026Q2: 1 shares 1 $749K 0.08% 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: 2,474 shares; 2024Q4: 2,474 shares; 2025Q1: 2,474 shares; 2025Q2: 2,486 shares; 2025Q3: 2,846 shares; 2025Q4: 2,903 shares; 2026Q1: 2,903 shares; 2026Q2: 3,037 shares 3,037 $724K 0.08% +134 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: 1,629 shares; 2024Q4: 1,629 shares; 2025Q1: 1,629 shares; 2025Q2: 1,629 shares; 2025Q3: 1,629 shares; 2025Q4: 1,778 shares; 2026Q1: 1,859 shares; 2026Q2: 1,942 shares 1,942 $694K 0.08% +83 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,851 shares; 2024Q4: 1,832 shares; 2025Q1: 1,832 shares; 2025Q2: 1,832 shares; 2025Q3: 1,832 shares; 2025Q4: 1,814 shares; 2026Q1: 1,814 shares; 2026Q2: 1,817 shares 1,817 $673K 0.08% +3 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,660 shares; 2024Q4: 29,983 shares; 2025Q1: 26,797 shares; 2025Q2: 23,639 shares; 2025Q3: 27,050 shares; 2025Q4: 21,848 shares; 2026Q1: 12,170 shares; 2026Q2: 12,919 shares 12,919 $653K 0.07% +749 Timeline DSI 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: 4,956 shares; 2025Q2: 4,811 shares; 2025Q3: 4,626 shares; 2025Q4: 4,475 shares; 2026Q1: 4,498 shares; 2026Q2: 4,478 shares 4,478 $638K 0.07% -20 Timeline SUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,393 shares; 2024Q4: 19,637 shares; 2025Q1: 22,409 shares; 2025Q2: 19,547 shares; 2025Q3: 18,815 shares; 2025Q4: 19,072 shares; 2026Q1: 20,287 shares; 2026Q2: 23,895 shares 23,895 $597K 0.07% +3,608 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: 4,667 shares; 2024Q4: 4,662 shares; 2025Q1: 4,662 shares; 2025Q2: 4,662 shares; 2025Q3: 4,408 shares; 2025Q4: 4,231 shares; 2026Q1: 4,218 shares; 2026Q2: 4,249 shares 4,249 $546K 0.06% +31 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: 4,449 shares; 2024Q4: 4,404 shares; 2025Q1: 4,128 shares; 2025Q2: 4,128 shares; 2025Q3: 4,128 shares; 2025Q4: 4,128 shares; 2026Q1: 4,128 shares; 2026Q2: 3,862 shares 3,862 $528K 0.06% -266 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: not reported; 2024Q4: 21,762 shares; 2025Q1: 22,120 shares; 2025Q2: 20,330 shares; 2025Q3: 20,470 shares; 2025Q4: 20,662 shares; 2026Q1: 20,755 shares; 2026Q2: 20,865 shares 20,865 $527K 0.06% +110 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 521 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 521 shares; 2025Q3: 521 shares; 2025Q4: 521 shares; 2026Q1: 494 shares; 2026Q2: 492 shares 492 $524K 0.06% -2 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,111 shares 3,111 $488K 0.05% new Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,420 shares; 2024Q4: 1,376 shares; 2025Q1: 1,376 shares; 2025Q2: 1,376 shares; 2025Q3: 1,376 shares; 2025Q4: 1,294 shares; 2026Q1: 1,294 shares; 2026Q2: 1,306 shares 1,306 $488K 0.05% +12 Timeline JMST 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: 14,264 shares; 2024Q4: 15,090 shares; 2025Q1: 11,823 shares; 2025Q2: 11,823 shares; 2025Q3: 11,097 shares; 2025Q4: 11,097 shares; 2026Q1: 10,397 shares; 2026Q2: 9,448 shares 9,448 $482K 0.05% -949 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: 11,925 shares; 2024Q4: 9,621 shares; 2025Q1: 9,418 shares; 2025Q2: 9,291 shares; 2025Q3: 8,610 shares; 2025Q4: 6,566 shares; 2026Q1: 6,569 shares; 2026Q2: 6,237 shares 6,237 $481K 0.05% -332 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: 3,500 shares; 2024Q4: 3,400 shares; 2025Q1: 3,400 shares; 2025Q2: 3,400 shares; 2025Q3: 3,400 shares; 2025Q4: 3,220 shares; 2026Q1: 3,220 shares; 2026Q2: 3,220 shares 3,220 $472K 0.05% 0 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,483 shares; 2024Q4: 8,483 shares; 2025Q1: 8,384 shares; 2025Q2: 8,384 shares; 2025Q3: 8,384 shares; 2025Q4: 8,384 shares; 2026Q1: 8,384 shares; 2026Q2: 8,383 shares 8,383 $466K 0.05% -1 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,380 shares; 2024Q4: 6,380 shares; 2025Q1: 6,380 shares; 2025Q2: 6,121 shares; 2025Q3: 5,787 shares; 2025Q4: 5,589 shares; 2026Q1: 5,593 shares; 2026Q2: 5,541 shares 5,541 $450K 0.05% -52 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: 566 shares; 2024Q4: 466 shares; 2025Q1: 466 shares; 2025Q2: 466 shares; 2025Q3: 466 shares; 2025Q4: 481 shares; 2026Q1: 481 shares; 2026Q2: 481 shares 481 $449K 0.05% 0 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,433 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,083 shares; 2026Q2: 2,000 shares 2,000 $446K 0.05% -83 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: 1,609 shares; 2024Q4: 1,609 shares; 2025Q1: 1,609 shares; 2025Q2: 1,609 shares; 2025Q3: 1,609 shares; 2025Q4: 1,599 shares; 2026Q1: 1,599 shares; 2026Q2: 1,599 shares 1,599 $432K 0.05% 0 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,624 shares; 2024Q4: 3,724 shares; 2025Q1: 3,724 shares; 2025Q2: 3,446 shares; 2025Q3: 3,178 shares; 2025Q4: 3,040 shares; 2026Q1: 2,938 shares; 2026Q2: 2,938 shares 2,938 $431K 0.05% 0 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS 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: 594 shares 594 $429K 0.05% new 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: 5,663 shares; 2024Q4: 5,247 shares; 2025Q1: 4,432 shares; 2025Q2: 4,310 shares; 2025Q3: 3,500 shares; 2025Q4: 3,126 shares; 2026Q1: 2,904 shares; 2026Q2: 2,820 shares 2,820 $418K 0.05% -84 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,500 shares; 2024Q4: 5,500 shares; 2025Q1: 5,500 shares; 2025Q2: 5,500 shares; 2025Q3: 5,500 shares; 2025Q4: 5,578 shares; 2026Q1: 5,894 shares; 2026Q2: 5,599 shares 5,599 $416K 0.05% -295 Timeline HYD 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: not reported; 2026Q1: 5,942 shares; 2026Q2: 8,027 shares 8,027 $413K 0.05% +2,085 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,138 shares; 2025Q4: 4,138 shares; 2026Q1: 4,138 shares; 2026Q2: 4,138 shares 4,138 $410K 0.05% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 330 shares; 2026Q2: 341 shares 341 $409K 0.05% +11 Timeline JMUB 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: not reported; 2025Q4: 19,782 shares; 2026Q1: 7,912 shares; 2026Q2: 7,912 shares 7,912 $401K 0.04% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 577 shares 577 $397K 0.04% new 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: 1,161 shares; 2024Q4: 1,161 shares; 2025Q1: 1,131 shares; 2025Q2: 1,131 shares; 2025Q3: 1,121 shares; 2025Q4: 1,121 shares; 2026Q1: 1,121 shares; 2026Q2: 1,121 shares 1,121 $395K 0.04% 0 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA 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: 334 shares; 2025Q4: 325 shares; 2026Q1: 325 shares; 2026Q2: 328 shares 328 $385K 0.04% +3 Timeline SPTM 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: 4,682 shares; 2024Q4: 4,563 shares; 2025Q1: 4,808 shares; 2025Q2: 4,265 shares; 2025Q3: 4,265 shares; 2025Q4: 4,223 shares; 2026Q1: 4,223 shares; 2026Q2: 4,223 shares 4,223 $383K 0.04% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 515 shares 515 $379K 0.04% new Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,935 shares; 2024Q4: 24,740 shares; 2025Q1: 14,138 shares; 2025Q2: 13,211 shares; 2025Q3: 12,083 shares; 2025Q4: 9,807 shares; 2026Q1: 7,590 shares; 2026Q2: 7,565 shares 7,565 $378K 0.04% -25 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 214,089 shares; 2024Q4: 219,324 shares; 2025Q1: 214,782 shares; 2025Q2: 217,703 shares; 2025Q3: 222,823 shares; 2025Q4: 231,648 shares; 2026Q1: 128,344 shares; 2026Q2: 3,683 shares 3,683 $370K 0.04% -124,661 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: 990 shares; 2025Q1: not reported; 2025Q2: 970 shares; 2025Q3: 970 shares; 2025Q4: 988 shares; 2026Q1: 1,109 shares; 2026Q2: 972 shares 972 $367K 0.04% -137 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,765 shares; 2024Q4: 13,304 shares; 2025Q1: 13,304 shares; 2025Q2: 13,304 shares; 2025Q3: 13,304 shares; 2025Q4: 13,304 shares; 2026Q1: 13,304 shares; 2026Q2: 13,304 shares 13,304 $365K 0.04% 0 Timeline IXG 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: 127,044 shares; 2025Q2: 129,625 shares; 2025Q3: 131,068 shares; 2025Q4: 131,212 shares; 2026Q1: 4,348 shares; 2026Q2: 2,838 shares 2,838 $353K 0.04% -1,510 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: not reported; 2024Q4: 12,315 shares; 2025Q1: 14,422 shares; 2025Q2: 14,719 shares; 2025Q3: 14,823 shares; 2025Q4: 14,963 shares; 2026Q1: 15,027 shares; 2026Q2: 15,121 shares 15,121 $342K 0.04% +94 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: 2,683 shares; 2026Q1: 2,836 shares; 2026Q2: 2,891 shares 2,891 $340K 0.04% +55 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: 3,905 shares; 2024Q4: 3,088 shares; 2025Q1: 2,684 shares; 2025Q2: 2,687 shares; 2025Q3: 2,567 shares; 2025Q4: 2,384 shares; 2026Q1: 2,386 shares; 2026Q2: 2,116 shares 2,116 $334K 0.04% -270 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: 3,521 shares; 2024Q4: 3,514 shares; 2025Q1: 3,629 shares; 2025Q2: 3,569 shares; 2025Q3: 3,202 shares; 2025Q4: 2,787 shares; 2026Q1: 2,486 shares; 2026Q2: 2,413 shares 2,413 $332K 0.04% -73 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 938 shares; 2024Q4: 938 shares; 2025Q1: 1,058 shares; 2025Q2: 1,058 shares; 2025Q3: 1,058 shares; 2025Q4: 1,052 shares; 2026Q1: 1,052 shares; 2026Q2: 1,052 shares 1,052 $331K 0.04% 0 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: 15,163 shares; 2024Q4: 15,406 shares; 2025Q1: 15,528 shares; 2025Q2: 13,653 shares; 2025Q3: 13,812 shares; 2025Q4: 14,027 shares; 2026Q1: 14,133 shares; 2026Q2: 14,259 shares 14,259 $330K 0.04% +126 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: 1,221 shares; 2024Q4: 1,209 shares; 2025Q1: 1,169 shares; 2025Q2: 1,208 shares; 2025Q3: 1,168 shares; 2025Q4: 1,171 shares; 2026Q1: 1,171 shares; 2026Q2: 1,171 shares 1,171 $329K 0.04% 0 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: 13,554 shares; 2024Q4: 13,766 shares; 2025Q1: 13,872 shares; 2025Q2: 14,082 shares; 2025Q3: 14,244 shares; 2025Q4: 14,461 shares; 2026Q1: 14,569 shares; 2026Q2: 14,695 shares 14,695 $320K 0.04% +126 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: 2,158 shares; 2024Q4: 2,078 shares; 2025Q1: 2,080 shares; 2025Q2: 2,083 shares; 2025Q3: 2,083 shares; 2025Q4: 2,083 shares; 2026Q1: 2,249 shares; 2026Q2: 1,899 shares 1,899 $315K 0.04% -350 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: 4,241 shares; 2024Q4: 12,727 shares; 2025Q1: 10,592 shares; 2025Q2: 10,592 shares; 2025Q3: 9,642 shares; 2025Q4: 9,642 shares; 2026Q1: 9,642 shares; 2026Q2: 9,642 shares 9,642 $306K 0.03% 0 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: 3,110 shares; 2024Q4: 9,326 shares; 2025Q1: 9,326 shares; 2025Q2: 9,326 shares; 2025Q3: 9,326 shares; 2025Q4: 9,326 shares; 2026Q1: 9,326 shares; 2026Q2: 9,726 shares 9,726 $282K 0.03% +400 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $279K 0.03% 0 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: not reported; 2024Q4: 2,247 shares; 2025Q1: not reported; 2025Q2: 2,247 shares; 2025Q3: 2,247 shares; 2025Q4: 2,247 shares; 2026Q1: 2,345 shares; 2026Q2: 2,313 shares 2,313 $262K 0.03% -32 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 648 shares; 2026Q1: 753 shares; 2026Q2: 789 shares 789 $258K 0.03% +36 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,128 shares 2,128 $254K 0.03% new 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: 709 shares; 2024Q4: not reported; 2025Q1: 709 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 696 shares 696 $252K 0.03% new Timeline POR PORTLAND GEN ELEC CO More: the full row for PORTLAND GEN ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,438 shares; 2024Q4: 5,444 shares; 2025Q1: 5,450 shares; 2025Q2: 5,456 shares; 2025Q3: 5,464 shares; 2025Q4: 4,837 shares; 2026Q1: 4,837 shares; 2026Q2: 4,837 shares 4,837 $251K 0.03% 0 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: 10,045 shares; 2024Q4: 10,211 shares; 2025Q1: 10,295 shares; 2025Q2: 10,423 shares; 2025Q3: 10,548 shares; 2025Q4: 11,725 shares; 2026Q1: 11,815 shares; 2026Q2: 11,913 shares 11,913 $248K 0.03% +98 Timeline TAYD TAYLOR DEVICES INC More: the full row for TAYLOR 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: not reported; 2025Q4: 4,000 shares; 2026Q1: 4,000 shares; 2026Q2: 4,000 shares 4,000 $235K 0.03% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,153 shares; 2026Q1: 1,153 shares; 2026Q2: 1,168 shares 1,168 $222K 0.02% +15 Timeline VGIT 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: 9,932 shares; 2024Q4: 9,906 shares; 2025Q1: not reported; 2025Q2: 4,410 shares; 2025Q3: 4,460 shares; 2025Q4: 4,792 shares; 2026Q1: 4,387 shares; 2026Q2: 3,733 shares 3,733 $220K 0.02% -654 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: 3,651 shares; 2024Q4: 3,152 shares; 2025Q1: 2,886 shares; 2025Q2: 2,886 shares; 2025Q3: 2,886 shares; 2025Q4: 2,767 shares; 2026Q1: 2,782 shares; 2026Q2: 2,150 shares 2,150 $220K 0.02% -632 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 418 shares; 2024Q4: 418 shares; 2025Q1: 418 shares; 2025Q2: 418 shares; 2025Q3: 418 shares; 2025Q4: 418 shares; 2026Q1: 418 shares; 2026Q2: 418 shares 418 $215K 0.02% 0 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: 11,777 shares; 2024Q4: 11,435 shares; 2025Q1: 9,885 shares; 2025Q2: 9,860 shares; 2025Q3: 9,310 shares; 2025Q4: 9,310 shares; 2026Q1: 8,760 shares; 2026Q2: 8,851 shares 8,851 $213K 0.02% +91 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY 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: 177 shares 177 $204K 0.02% new Timeline SHYD 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: 9,455 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,846 shares 8,846 $203K 0.02% new Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,009 shares; 2024Q4: 7,244 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,585 shares 3,585 $201K 0.02% new Timeline FCAL FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,033 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,033 shares 4,033 $200K 0.02% new Timeline CGSD CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,779 shares; 2025Q2: 7,779 shares; 2025Q3: 7,779 shares; 2025Q4: 7,779 shares; 2026Q1: 7,779 shares; 2026Q2: 7,779 shares 7,779 $200K 0.02% 0 Timeline BDJ BLACKROCK ENHANCED EQUITY DI More: the full row for BLACKROCK ENHANCED EQUITY DI 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: 18,140 shares; 2026Q2: 18,140 shares 18,140 $174K 0.02% 0 Timeline RVSB RIVERVIEW BANCORP INC More: the full row for RIVERVIEW BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,534 shares; 2024Q4: 23,534 shares; 2025Q1: 23,534 shares; 2025Q2: 23,534 shares; 2025Q3: 23,534 shares; 2025Q4: 23,534 shares; 2026Q1: 23,534 shares; 2026Q2: 23,534 shares 23,534 $128K 0.01% 0 Timeline