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: 42,340 shares; 2024Q4: 44,257 shares; 2025Q1: 45,789 shares; 2025Q2: 46,704 shares; 2025Q3: 47,176 shares; 2025Q4: 48,970 shares; 2026Q1: 49,791 shares; 2026Q2: 51,152 shares 51,152 $35.1M 15.74% +1,361 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: 99,285 shares; 2024Q4: 122,826 shares; 2025Q1: 126,165 shares; 2025Q2: 128,232 shares; 2025Q3: 130,190 shares; 2025Q4: 135,572 shares; 2026Q1: 137,315 shares; 2026Q2: 139,303 shares 139,303 $33M 14.77% +1,988 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: 40,048 shares; 2024Q4: 40,340 shares; 2025Q1: 41,391 shares; 2025Q2: 41,937 shares; 2025Q3: 42,268 shares; 2025Q4: 42,893 shares; 2026Q1: 42,868 shares; 2026Q2: 42,485 shares 42,485 $31.3M 14.02% -383 Timeline SCHZ 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: 397,708 shares; 2024Q4: 1,139,786 shares; 2025Q1: 1,165,547 shares; 2025Q2: 1,190,816 shares; 2025Q3: 1,223,612 shares; 2025Q4: 1,256,444 shares; 2026Q1: 1,344,150 shares; 2026Q2: 1,347,082 shares 1,347,082 $31.2M 13.96% +2,932 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: 333,544 shares; 2024Q4: 589,614 shares; 2025Q1: 308,453 shares; 2025Q2: 318,795 shares; 2025Q3: 328,334 shares; 2025Q4: 261,395 shares; 2026Q1: 359,293 shares; 2026Q2: 366,816 shares 366,816 $15.6M 6.97% +7,523 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 124,357 shares; 2024Q4: 126,417 shares; 2025Q1: 128,587 shares; 2025Q2: 130,675 shares; 2025Q3: 133,216 shares; 2025Q4: 137,205 shares; 2026Q1: 139,419 shares; 2026Q2: 142,089 shares 142,089 $13.7M 6.14% +2,670 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: 135,016 shares; 2025Q2: 136,244 shares; 2025Q3: 135,218 shares; 2025Q4: 135,532 shares; 2026Q1: 148,492 shares; 2026Q2: 159,796 shares 159,796 $11.4M 5.1% +11,304 Timeline AVDE 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: not reported; 2025Q4: not reported; 2026Q1: 109,658 shares; 2026Q2: 111,310 shares 111,310 $9.93M 4.45% +1,652 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: 18,425 shares; 2024Q4: 19,028 shares; 2025Q1: 19,119 shares; 2025Q2: 19,113 shares; 2025Q3: 18,225 shares; 2025Q4: 13,906 shares; 2026Q1: 15,539 shares; 2026Q2: 21,260 shares 21,260 $6.15M 2.76% +5,721 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: 4,554 shares; 2024Q4: 4,612 shares; 2025Q1: 4,664 shares; 2025Q2: 4,664 shares; 2025Q3: 4,664 shares; 2025Q4: 4,667 shares; 2026Q1: 4,817 shares; 2026Q2: 5,523 shares 5,523 $2.76M 1.24% +706 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: 622 shares; 2024Q4: 622 shares; 2025Q1: 622 shares; 2025Q2: 622 shares; 2025Q3: 707 shares; 2025Q4: 686 shares; 2026Q1: 1,848 shares; 2026Q2: 1,889 shares 1,889 $2.27M 1.02% +41 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: 6,535 shares; 2024Q4: 6,800 shares; 2025Q1: 6,872 shares; 2025Q2: 6,870 shares; 2025Q3: 7,130 shares; 2025Q4: 7,388 shares; 2026Q1: 8,255 shares; 2026Q2: 9,290 shares 9,290 $2.21M 0.99% +1,035 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: 5,185 shares; 2024Q4: 5,174 shares; 2025Q1: 5,230 shares; 2025Q2: 5,215 shares; 2025Q3: 5,268 shares; 2025Q4: 5,413 shares; 2026Q1: 6,195 shares; 2026Q2: 6,371 shares 6,371 $2.09M 0.93% +176 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,174 shares; 2024Q4: 5,190 shares; 2025Q1: 5,203 shares; 2025Q2: 5,217 shares; 2025Q3: 5,230 shares; 2025Q4: 4,306 shares; 2026Q1: 4,314 shares; 2026Q2: 4,324 shares 4,324 $1.84M 0.83% +10 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: 1,417 shares; 2024Q4: 5,387 shares; 2025Q1: 5,493 shares; 2025Q2: 5,190 shares; 2025Q3: 5,172 shares; 2025Q4: 5,351 shares; 2026Q1: 4,895 shares; 2026Q2: 4,970 shares 4,970 $1.76M 0.79% +75 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: 10,322 shares; 2024Q4: 7,911 shares; 2025Q1: 8,204 shares; 2025Q2: 8,218 shares; 2025Q3: 8,194 shares; 2025Q4: 7,313 shares; 2026Q1: 7,974 shares; 2026Q2: 8,185 shares 8,185 $1.64M 0.73% +211 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: 5,118 shares; 2024Q4: 4,087 shares; 2025Q1: 4,211 shares; 2025Q2: 4,201 shares; 2025Q3: 4,160 shares; 2025Q4: 4,083 shares; 2026Q1: 4,318 shares; 2026Q2: 4,326 shares 4,326 $1.63M 0.73% +8 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: 2,605 shares; 2024Q4: 3,018 shares; 2025Q1: 3,020 shares; 2025Q2: 3,022 shares; 2025Q3: 3,130 shares; 2025Q4: 3,255 shares; 2026Q1: 3,701 shares; 2026Q2: 4,117 shares 4,117 $1.54M 0.69% +416 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: 3,593 shares; 2024Q4: 3,597 shares; 2025Q1: 3,602 shares; 2025Q2: 3,602 shares; 2025Q3: 3,607 shares; 2025Q4: 2,875 shares; 2026Q1: 2,878 shares; 2026Q2: 17,287 shares 17,287 $1.49M 0.67% +14,409 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,505 shares; 2024Q4: 2,775 shares; 2025Q1: 2,824 shares; 2025Q2: 2,825 shares; 2025Q3: 2,954 shares; 2025Q4: 3,115 shares; 2026Q1: 4,074 shares; 2026Q2: 4,297 shares 4,297 $1.47M 0.66% +223 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,696 shares; 2024Q4: 7,610 shares; 2025Q1: 7,359 shares; 2025Q2: 7,415 shares; 2025Q3: 7,539 shares; 2025Q4: 7,261 shares; 2026Q1: 8,809 shares; 2026Q2: 8,753 shares 8,753 $1.43M 0.64% -56 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: 5,367 shares; 2024Q4: 8,498 shares; 2025Q1: 6,911 shares; 2025Q2: 6,933 shares; 2025Q3: 7,263 shares; 2025Q4: 7,787 shares; 2026Q1: 9,709 shares; 2026Q2: 10,053 shares 10,053 $1.37M 0.62% +344 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,052 shares; 2024Q4: 18,017 shares; 2025Q1: 17,049 shares; 2025Q2: 17,106 shares; 2025Q3: 17,530 shares; 2025Q4: 17,371 shares; 2026Q1: 23,709 shares; 2026Q2: 23,040 shares 23,040 $1.09M 0.49% -669 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,081 shares; 2024Q4: 2,083 shares; 2025Q1: 2,085 shares; 2025Q2: 2,087 shares; 2025Q3: 2,089 shares; 2025Q4: 2,091 shares; 2026Q1: 2,093 shares; 2026Q2: 8,379 shares 8,379 $1.04M 0.47% +6,286 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,354 shares; 2024Q4: 1,354 shares; 2025Q1: 1,354 shares; 2025Q2: 1,354 shares; 2025Q3: 1,361 shares; 2025Q4: 1,366 shares; 2026Q1: 1,366 shares; 2026Q2: 1,366 shares 1,366 $974K 0.44% 0 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,687 shares; 2024Q4: 1,693 shares; 2025Q1: 1,697 shares; 2025Q2: 1,702 shares; 2025Q3: 1,706 shares; 2025Q4: 1,711 shares; 2026Q1: 1,715 shares; 2026Q2: 1,719 shares 1,719 $704K 0.32% +4 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: 834 shares; 2024Q4: 807 shares; 2025Q1: 770 shares; 2025Q2: 770 shares; 2025Q3: 772 shares; 2025Q4: 777 shares; 2026Q1: 4,218 shares; 2026Q2: 1,713 shares 1,713 $634K 0.28% -2,505 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,571 shares; 2024Q4: 1,571 shares; 2025Q1: 1,571 shares; 2025Q2: 1,576 shares; 2025Q3: 1,580 shares; 2025Q4: 1,585 shares; 2026Q1: 1,679 shares; 2026Q2: 1,683 shares 1,683 $506K 0.23% +4 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: 3,236 shares; 2024Q4: 3,238 shares; 2025Q1: 3,518 shares; 2025Q2: 3,518 shares; 2025Q3: 3,525 shares; 2025Q4: 3,424 shares; 2026Q1: 3,426 shares; 2026Q2: 3,429 shares 3,429 $502K 0.23% +3 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: 6,236 shares; 2024Q4: 5,700 shares; 2025Q1: 5,367 shares; 2025Q2: 5,406 shares; 2025Q3: 5,513 shares; 2025Q4: 5,443 shares; 2026Q1: 6,123 shares; 2026Q2: 6,062 shares 6,062 $499K 0.22% -61 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: 1,204 shares; 2025Q1: not reported; 2025Q2: 1,207 shares; 2025Q3: 1,345 shares; 2025Q4: 1,356 shares; 2026Q1: 1,347 shares; 2026Q2: 1,348 shares 1,348 $482K 0.22% +1 Timeline SDG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,343 shares; 2024Q4: 4,647 shares; 2025Q1: 4,355 shares; 2025Q2: 4,401 shares; 2025Q3: 4,463 shares; 2025Q4: 4,511 shares; 2026Q1: 5,309 shares; 2026Q2: 5,295 shares 5,295 $474K 0.21% -14 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: 2,954 shares; 2024Q4: 3,099 shares; 2025Q1: 3,102 shares; 2025Q2: 3,106 shares; 2025Q3: 3,127 shares; 2025Q4: 3,188 shares; 2026Q1: 3,154 shares; 2026Q2: 3,156 shares 3,156 $463K 0.21% +2 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,862 shares; 2024Q4: 2,864 shares; 2025Q1: 2,865 shares; 2025Q2: 2,868 shares; 2025Q3: 2,870 shares; 2025Q4: 2,874 shares; 2026Q1: 2,875 shares; 2026Q2: 2,878 shares 2,878 $421K 0.19% +3 Timeline VXF 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: 1,562 shares 1,562 $385K 0.17% new Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,262 shares; 2024Q4: 2,272 shares; 2025Q1: 2,281 shares; 2025Q2: 2,289 shares; 2025Q3: 2,298 shares; 2025Q4: 2,309 shares; 2026Q1: 2,316 shares; 2026Q2: 2,324 shares 2,324 $382K 0.17% +8 Timeline BGRN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,697 shares; 2024Q4: 5,808 shares; 2025Q1: 5,509 shares; 2025Q2: 5,529 shares; 2025Q3: 5,690 shares; 2025Q4: 5,672 shares; 2026Q1: 7,841 shares; 2026Q2: 7,496 shares 7,496 $356K 0.16% -345 Timeline SHE 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: 2,685 shares; 2024Q4: 2,343 shares; 2025Q1: 2,119 shares; 2025Q2: 2,126 shares; 2025Q3: 2,172 shares; 2025Q4: 2,106 shares; 2026Q1: 2,329 shares; 2026Q2: 2,183 shares 2,183 $337K 0.15% -146 Timeline CRBN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,581 shares; 2024Q4: 1,422 shares; 2025Q1: 1,278 shares; 2025Q2: 1,289 shares; 2025Q3: 1,311 shares; 2025Q4: 1,258 shares; 2026Q1: 1,372 shares; 2026Q2: 1,294 shares 1,294 $327K 0.15% -78 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 867 shares; 2024Q4: 867 shares; 2025Q1: 867 shares; 2025Q2: 867 shares; 2025Q3: 867 shares; 2025Q4: 867 shares; 2026Q1: 867 shares; 2026Q2: 867 shares 867 $325K 0.15% 0 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: not reported; 2026Q2: 4,850 shares 4,850 $289K 0.13% new Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,545 shares; 2024Q4: 4,545 shares; 2025Q1: 4,545 shares; 2025Q2: 4,545 shares; 2025Q3: 4,563 shares; 2025Q4: 4,583 shares; 2026Q1: 4,581 shares; 2026Q2: 4,581 shares 4,581 $286K 0.13% 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: 3,193 shares; 2024Q4: 9,613 shares; 2025Q1: 9,642 shares; 2025Q2: 9,671 shares; 2025Q3: 9,699 shares; 2025Q4: 9,730 shares; 2026Q1: 27,269 shares; 2026Q2: 9,783 shares 9,783 $283K 0.13% -17,486 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: 991 shares; 2024Q4: 991 shares; 2025Q1: 991 shares; 2025Q2: 991 shares; 2025Q3: 997 shares; 2025Q4: 1,005 shares; 2026Q1: 1,003 shares; 2026Q2: 1,003 shares 1,003 $282K 0.13% 0 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: 1,065 shares; 2024Q4: 1,071 shares; 2025Q1: not reported; 2025Q2: 1,080 shares; 2025Q3: 1,085 shares; 2025Q4: 1,090 shares; 2026Q1: 1,095 shares; 2026Q2: 1,098 shares 1,098 $266K 0.12% +3 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,968 shares; 2025Q1: 1,984 shares; 2025Q2: 2,001 shares; 2025Q3: 2,018 shares; 2025Q4: 2,037 shares; 2026Q1: 2,050 shares; 2026Q2: 2,068 shares 2,068 $242K 0.11% +18 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: 569 shares; 2024Q4: 567 shares; 2025Q1: 545 shares; 2025Q2: 545 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 311 shares; 2026Q2: 311 shares 311 $232K 0.1% 0 Timeline BIL 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: 143,096 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,839 shares; 2026Q1: 2,829 shares; 2026Q2: 2,407 shares 2,407 $221K 0.1% -422 Timeline TDVG T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED 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: 4,246 shares 4,246 $208K 0.09% new Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 403 shares; 2024Q4: 411 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 404 shares; 2026Q1: not reported; 2026Q2: 403 shares 403 $202K 0.09% new Timeline