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: 172,476 shares; 2024Q4: 174,492 shares; 2025Q1: 176,249 shares; 2025Q2: 145,075 shares; 2025Q3: 143,924 shares; 2025Q4: 122,209 shares; 2026Q1: 125,012 shares; 2026Q2: 125,554 shares 125,554 $86.2M 12.84% +542 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 317,872 shares; 2024Q4: 323,946 shares; 2025Q1: 328,518 shares; 2025Q2: 391,480 shares; 2025Q3: 390,974 shares; 2025Q4: 373,599 shares; 2026Q1: 390,339 shares; 2026Q2: 395,664 shares 395,664 $54.4M 8.11% +5,325 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: 770,321 shares; 2024Q4: 782,207 shares; 2025Q1: 814,907 shares; 2025Q2: 729,664 shares; 2025Q3: 729,878 shares; 2025Q4: 783,549 shares; 2026Q1: 782,460 shares; 2026Q2: 791,623 shares 791,623 $53.8M 8.02% +9,163 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 908,057 shares; 2024Q4: 930,449 shares; 2025Q1: 921,586 shares; 2025Q2: 461,154 shares; 2025Q3: 449,654 shares; 2025Q4: 383,342 shares; 2026Q1: 493,776 shares; 2026Q2: 538,277 shares 538,277 $39.5M 5.89% +44,501 Timeline CORO 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 824,995 shares; 2026Q2: 1,070,099 shares 1,070,099 $39.2M 5.83% +245,104 Timeline SPTL 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: 420,887 shares; 2024Q4: 436,758 shares; 2025Q1: 356,002 shares; 2025Q2: 619,202 shares; 2025Q3: 630,914 shares; 2025Q4: 665,022 shares; 2026Q1: 1,404,877 shares; 2026Q2: 1,470,776 shares 1,470,776 $38.6M 5.75% +65,899 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: 242,284 shares; 2024Q4: 245,996 shares; 2025Q1: 250,381 shares; 2025Q2: 168,419 shares; 2025Q3: 166,749 shares; 2025Q4: 169,087 shares; 2026Q1: 169,641 shares; 2026Q2: 173,019 shares 173,019 $38M 5.66% +3,378 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: 26,989 shares; 2024Q4: 26,545 shares; 2025Q1: 26,615 shares; 2025Q2: 164,984 shares; 2025Q3: 171,502 shares; 2025Q4: 178,299 shares; 2026Q1: 169,673 shares; 2026Q2: 172,629 shares 172,629 $37.6M 5.6% +2,956 Timeline BAI 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 450,128 shares; 2026Q1: 469,158 shares; 2026Q2: 468,378 shares 468,378 $24.7M 3.68% -780 Timeline THRO 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: not reported; 2024Q4: not reported; 2025Q1: 14,031 shares; 2025Q2: 464,733 shares; 2025Q3: 478,253 shares; 2025Q4: 477,809 shares; 2026Q1: 484,110 shares; 2026Q2: 492,941 shares 492,941 $21.3M 3.17% +8,831 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,990 shares; 2024Q4: 18,356 shares; 2025Q1: 24,293 shares; 2025Q2: 71,365 shares; 2025Q3: 79,151 shares; 2025Q4: 552,484 shares; 2026Q1: 437,500 shares; 2026Q2: 408,868 shares 408,868 $21.2M 3.15% -28,632 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 384,169 shares; 2024Q4: 392,292 shares; 2025Q1: 388,776 shares; 2025Q2: 393,914 shares; 2025Q3: 401,577 shares; 2025Q4: 398,430 shares; 2026Q1: 257,409 shares; 2026Q2: 237,000 shares 237,000 $18.1M 2.7% -20,409 Timeline VMBS 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: 573,634 shares; 2024Q4: 590,341 shares; 2025Q1: 593,385 shares; 2025Q2: 309,291 shares; 2025Q3: 305,145 shares; 2025Q4: 305,648 shares; 2026Q1: 316,011 shares; 2026Q2: 387,032 shares 387,032 $18.1M 2.7% +71,021 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: 20,768 shares; 2024Q4: 20,442 shares; 2025Q1: 20,441 shares; 2025Q2: 18,396 shares; 2025Q3: 18,173 shares; 2025Q4: 16,647 shares; 2026Q1: 16,710 shares; 2026Q2: 16,610 shares 16,610 $12.4M 1.85% -100 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 234,910 shares; 2024Q4: 239,440 shares; 2025Q1: 239,035 shares; 2025Q2: 160,287 shares; 2025Q3: 163,065 shares; 2025Q4: 150,767 shares; 2026Q1: 109,626 shares; 2026Q2: 96,267 shares 96,267 $12M 1.78% -13,359 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: 110,781 shares; 2024Q4: 109,406 shares; 2025Q1: 89,857 shares; 2025Q2: 95,366 shares; 2025Q3: 95,780 shares; 2025Q4: 98,840 shares; 2026Q1: 98,668 shares; 2026Q2: 98,051 shares 98,051 $9.46M 1.41% -617 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 327,878 shares; 2025Q3: 342,775 shares; 2025Q4: 349,370 shares; 2026Q1: 334,133 shares; 2026Q2: 337,876 shares 337,876 $9.36M 1.39% +3,743 Timeline XCEM COLUMBIA ETF TR II More: the full row for COLUMBIA ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 769,377 shares; 2024Q4: 774,158 shares; 2025Q1: 706,086 shares; 2025Q2: 575,267 shares; 2025Q3: 574,670 shares; 2025Q4: 168,951 shares; 2026Q1: 164,640 shares; 2026Q2: 155,832 shares 155,832 $8.24M 1.23% -8,808 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 128,224 shares; 2024Q4: 129,637 shares; 2025Q1: 126,188 shares; 2025Q2: 124,348 shares; 2025Q3: 117,096 shares; 2025Q4: 115,735 shares; 2026Q1: 108,469 shares; 2026Q2: 102,755 shares 102,755 $7.88M 1.17% -5,714 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: 15,868 shares; 2024Q4: 15,818 shares; 2025Q1: 15,818 shares; 2025Q2: 15,776 shares; 2025Q3: 15,638 shares; 2025Q4: 15,602 shares; 2026Q1: 15,612 shares; 2026Q2: 90,156 shares 90,156 $7.77M 1.16% +74,544 Timeline SHLD 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: 120,709 shares; 2026Q1: 115,684 shares; 2026Q2: 125,366 shares 125,366 $7.49M 1.11% +9,682 Timeline MGC 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: 70,755 shares; 2024Q4: 73,079 shares; 2025Q1: 74,151 shares; 2025Q2: 73,334 shares; 2025Q3: 73,039 shares; 2025Q4: 71,914 shares; 2026Q1: 35,810 shares; 2026Q2: 25,242 shares 25,242 $6.91M 1.03% -10,568 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 117,089 shares; 2024Q4: 118,089 shares; 2025Q1: 119,366 shares; 2025Q2: 120,144 shares; 2025Q3: 119,589 shares; 2025Q4: 43,668 shares; 2026Q1: 43,204 shares; 2026Q2: 26,280 shares 26,280 $6.63M 0.99% -16,924 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,890 shares; 2025Q2: 143,053 shares; 2025Q3: 157,758 shares; 2025Q4: 156,752 shares; 2026Q1: 87,278 shares; 2026Q2: 83,002 shares 83,002 $6.27M 0.93% -4,276 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: 36,525 shares; 2024Q4: 36,376 shares; 2025Q1: 40,783 shares; 2025Q2: 39,396 shares; 2025Q3: 39,124 shares; 2025Q4: 36,334 shares; 2026Q1: 36,327 shares; 2026Q2: 36,250 shares 36,250 $5.95M 0.89% -77 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: 13,780 shares; 2024Q4: 14,144 shares; 2025Q1: 17,303 shares; 2025Q2: 17,381 shares; 2025Q3: 17,251 shares; 2025Q4: 17,081 shares; 2026Q1: 18,313 shares; 2026Q2: 16,564 shares 16,564 $4.79M 0.71% -1,749 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,020 shares; 2024Q4: 7,000 shares; 2025Q1: 7,000 shares; 2025Q2: 7,000 shares; 2025Q3: 7,000 shares; 2025Q4: 7,000 shares; 2026Q1: 7,226 shares; 2026Q2: 7,226 shares 7,226 $4.2M 0.63% 0 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: 30,164 shares; 2024Q4: 29,369 shares; 2025Q1: 29,369 shares; 2025Q2: 25,093 shares; 2025Q3: 24,224 shares; 2025Q4: 23,199 shares; 2026Q1: 23,102 shares; 2026Q2: 23,078 shares 23,078 $3.78M 0.56% -24 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,103 shares; 2024Q4: 12,870 shares; 2025Q1: 48,096 shares; 2025Q2: 40,461 shares; 2025Q3: 33,995 shares; 2025Q4: 33,995 shares; 2026Q1: 33,995 shares; 2026Q2: 33,995 shares 33,995 $3.48M 0.52% 0 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,553 shares; 2024Q4: 25,553 shares; 2025Q1: 25,553 shares; 2025Q2: 25,348 shares; 2025Q3: 25,129 shares; 2025Q4: 24,483 shares; 2026Q1: 24,277 shares; 2026Q2: 23,824 shares 23,824 $3.44M 0.51% -453 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: 2,724 shares; 2024Q4: 2,724 shares; 2025Q1: 2,724 shares; 2025Q2: 2,724 shares; 2025Q3: 2,724 shares; 2025Q4: 2,724 shares; 2026Q1: 2,724 shares; 2026Q2: 2,724 shares 2,724 $3.14M 0.47% 0 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,092 shares; 2024Q4: 12,092 shares; 2025Q1: 12,092 shares; 2025Q2: 12,092 shares; 2025Q3: 11,919 shares; 2025Q4: 11,904 shares; 2026Q1: 14,834 shares; 2026Q2: 14,951 shares 14,951 $2.99M 0.44% +117 Timeline HYDB 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: 9,571 shares; 2025Q2: 137,856 shares; 2025Q3: 171,759 shares; 2025Q4: 202,956 shares; 2026Q1: 155,838 shares; 2026Q2: 61,876 shares 61,876 $2.89M 0.43% -93,962 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: 21,192 shares; 2024Q4: 24,660 shares; 2025Q1: 24,875 shares; 2025Q2: 44,913 shares; 2025Q3: 45,243 shares; 2025Q4: 48,595 shares; 2026Q1: 49,163 shares; 2026Q2: 50,375 shares 50,375 $2.64M 0.39% +1,212 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,196 shares; 2024Q4: 22,138 shares; 2025Q1: 23,289 shares; 2025Q2: 22,214 shares; 2025Q3: 22,214 shares; 2025Q4: 22,240 shares; 2026Q1: 24,024 shares; 2026Q2: 24,908 shares 24,908 $2.35M 0.35% +884 Timeline LCTU 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: 30,300 shares; 2024Q4: 30,152 shares; 2025Q1: 30,152 shares; 2025Q2: 30,152 shares; 2025Q3: 29,224 shares; 2025Q4: 29,124 shares; 2026Q1: 29,124 shares; 2026Q2: 28,310 shares 28,310 $2.27M 0.34% -814 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,840 shares; 2024Q4: 11,923 shares; 2025Q1: 11,941 shares; 2025Q2: 7,329 shares; 2025Q3: 7,501 shares; 2025Q4: 7,528 shares; 2026Q1: 9,569 shares; 2026Q2: 9,987 shares 9,987 $2.27M 0.34% +418 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: 6,346 shares; 2024Q4: 8,038 shares; 2025Q1: 35,294 shares; 2025Q2: 35,523 shares; 2025Q3: 34,210 shares; 2025Q4: 33,446 shares; 2026Q1: 29,905 shares; 2026Q2: 25,017 shares 25,017 $2.16M 0.32% -4,888 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,863 shares; 2026Q1: 6,043 shares; 2026Q2: 5,863 shares 5,863 $2.07M 0.31% -180 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: 2,887 shares; 2024Q4: 2,887 shares; 2025Q1: 2,887 shares; 2025Q2: 2,768 shares; 2025Q3: 2,718 shares; 2025Q4: 2,384 shares; 2026Q1: 2,588 shares; 2026Q2: 2,712 shares 2,712 $2.03M 0.3% +124 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,259 shares; 2024Q4: 33,986 shares; 2025Q1: 32,915 shares; 2025Q2: 31,734 shares; 2025Q3: 31,309 shares; 2025Q4: 23,118 shares; 2026Q1: 21,756 shares; 2026Q2: 21,014 shares 21,014 $2.01M 0.3% -742 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW 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: 25,505 shares; 2026Q2: 19,538 shares 19,538 $1.94M 0.29% -5,967 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: 99,246 shares; 2024Q4: 95,634 shares; 2025Q1: 94,541 shares; 2025Q2: 98,629 shares; 2025Q3: 99,007 shares; 2025Q4: 78,046 shares; 2026Q1: 85,079 shares; 2026Q2: 84,855 shares 84,855 $1.93M 0.29% -224 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,559 shares; 2024Q4: 16,988 shares; 2025Q1: 16,921 shares; 2025Q2: 17,389 shares; 2025Q3: 17,591 shares; 2025Q4: 19,048 shares; 2026Q1: 20,575 shares; 2026Q2: 19,573 shares 19,573 $1.89M 0.28% -1,002 Timeline SYSB 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: 13,257 shares; 2026Q2: 20,604 shares 20,604 $1.83M 0.27% +7,347 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,817 shares; 2024Q4: 18,614 shares; 2025Q1: 16,970 shares; 2025Q2: 10,384 shares; 2025Q3: 7,189 shares; 2025Q4: 5,867 shares; 2026Q1: 4,962 shares; 2026Q2: 4,919 shares 4,919 $1.69M 0.25% -43 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: 2,485 shares; 2024Q4: 2,485 shares; 2025Q1: 2,485 shares; 2025Q2: 2,485 shares; 2025Q3: 2,485 shares; 2025Q4: 2,485 shares; 2026Q1: 2,485 shares; 2026Q2: 9,940 shares 9,940 $1.23M 0.18% +7,455 Timeline USXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,623 shares; 2024Q4: 23,457 shares; 2025Q1: 23,457 shares; 2025Q2: 23,457 shares; 2025Q3: 19,083 shares; 2025Q4: 19,169 shares; 2026Q1: 19,169 shares; 2026Q2: 17,594 shares 17,594 $1.22M 0.18% -1,575 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,024 shares; 2025Q3: 20,742 shares; 2025Q4: 23,537 shares; 2026Q1: 23,832 shares; 2026Q2: 24,295 shares 24,295 $1.22M 0.18% +463 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: 11,278 shares; 2024Q4: 11,343 shares; 2025Q1: 11,343 shares; 2025Q2: 11,343 shares; 2025Q3: 10,822 shares; 2025Q4: 10,849 shares; 2026Q1: 10,849 shares; 2026Q2: 8,424 shares 8,424 $1.2M 0.18% -2,425 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: 4,926 shares; 2024Q4: 4,926 shares; 2025Q1: 4,926 shares; 2025Q2: 4,926 shares; 2025Q3: 4,926 shares; 2025Q4: 4,926 shares; 2026Q1: 4,926 shares; 2026Q2: 4,926 shares 4,926 $1.17M 0.17% 0 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: 12,393 shares; 2024Q4: 12,666 shares; 2025Q1: 30,890 shares; 2025Q2: 30,890 shares; 2025Q3: 27,626 shares; 2025Q4: 27,626 shares; 2026Q1: 27,580 shares; 2026Q2: 27,580 shares 27,580 $1.15M 0.17% 0 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: 2,400 shares; 2024Q4: 2,341 shares; 2025Q1: 2,341 shares; 2025Q2: 2,341 shares; 2025Q3: 2,346 shares; 2025Q4: 2,607 shares; 2026Q1: 2,594 shares; 2026Q2: 2,594 shares 2,594 $980K 0.15% 0 Timeline IEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,030 shares; 2024Q4: 4,682 shares; 2025Q1: 15,349 shares; 2025Q2: 15,110 shares; 2025Q3: 15,110 shares; 2025Q4: 13,121 shares; 2026Q1: 13,121 shares; 2026Q2: 13,121 shares 13,121 $956K 0.14% 0 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 129,331 shares; 2024Q4: 137,015 shares; 2025Q1: 171,537 shares; 2025Q2: 158,616 shares; 2025Q3: 153,944 shares; 2025Q4: 22,836 shares; 2026Q1: 21,161 shares; 2026Q2: 20,268 shares 20,268 $951K 0.14% -893 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: not reported; 2026Q1: not reported; 2026Q2: 6,505 shares 6,505 $764K 0.11% new 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: 4,050 shares; 2024Q4: 2,146 shares; 2025Q1: 2,196 shares; 2025Q2: 2,099 shares; 2025Q3: 2,150 shares; 2025Q4: 1,570 shares; 2026Q1: 1,702 shares; 2026Q2: 1,927 shares 1,927 $719K 0.11% +225 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: 1,663 shares; 2025Q2: 1,663 shares; 2025Q3: 1,663 shares; 2025Q4: 1,663 shares; 2026Q1: 3,266 shares; 2026Q2: 3,003 shares 3,003 $716K 0.11% -263 Timeline SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,570 shares; 2024Q4: 30,670 shares; 2025Q1: 30,670 shares; 2025Q2: 30,670 shares; 2025Q3: 32,616 shares; 2025Q4: 32,696 shares; 2026Q1: 32,696 shares; 2026Q2: 30,107 shares 30,107 $697K 0.1% -2,589 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,374 shares; 2024Q4: 12,482 shares; 2025Q1: 12,482 shares; 2025Q2: 12,482 shares; 2025Q3: 12,274 shares; 2025Q4: 12,096 shares; 2026Q1: 12,096 shares; 2026Q2: 12,096 shares 12,096 $662K 0.1% 0 Timeline DMXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,250 shares; 2024Q4: 8,340 shares; 2025Q1: 8,340 shares; 2025Q2: 8,340 shares; 2025Q3: 7,961 shares; 2025Q4: 7,997 shares; 2026Q1: 7,997 shares; 2026Q2: 7,651 shares 7,651 $647K 0.1% -346 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: 900 shares; 2024Q4: 862 shares; 2025Q1: not reported; 2025Q2: 1,499 shares; 2025Q3: 1,499 shares; 2025Q4: 937 shares; 2026Q1: 2,472 shares; 2026Q2: 1,526 shares 1,526 $642K 0.1% -946 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: not reported; 2024Q4: 3,415 shares; 2025Q1: 3,415 shares; 2025Q2: 3,415 shares; 2025Q3: 3,590 shares; 2025Q4: 3,590 shares; 2026Q1: 3,509 shares; 2026Q2: 3,487 shares 3,487 $578K 0.09% -22 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: 3,267 shares; 2024Q4: 3,267 shares; 2025Q1: 3,089 shares; 2025Q2: 2,873 shares; 2025Q3: 2,778 shares; 2025Q4: 1,444 shares; 2026Q1: 1,366 shares; 2026Q2: 1,366 shares 1,366 $559K 0.08% 0 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: 1,303 shares; 2024Q4: 2,131 shares; 2025Q1: 2,208 shares; 2025Q2: 2,208 shares; 2025Q3: 2,242 shares; 2025Q4: 2,201 shares; 2026Q1: 1,977 shares; 2026Q2: 1,960 shares 1,960 $551K 0.08% -17 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,542 shares; 2024Q4: 1,498 shares; 2025Q1: 1,493 shares; 2025Q2: 1,493 shares; 2025Q3: 1,493 shares; 2025Q4: 1,450 shares; 2026Q1: 1,450 shares; 2026Q2: 1,450 shares 1,450 $531K 0.08% 0 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: not reported; 2025Q3: not reported; 2025Q4: 1,907 shares; 2026Q1: 2,591 shares; 2026Q2: 2,635 shares 2,635 $527K 0.08% +44 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: 8,386 shares; 2024Q4: 8,303 shares; 2025Q1: 8,262 shares; 2025Q2: 5,135 shares; 2025Q3: 3,216 shares; 2025Q4: 3,108 shares; 2026Q1: 3,072 shares; 2026Q2: 1,640 shares 1,640 $497K 0.07% -1,432 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: 9,593 shares; 2024Q4: 9,593 shares; 2025Q1: 9,593 shares; 2025Q2: 9,593 shares; 2025Q3: 9,993 shares; 2025Q4: 9,993 shares; 2026Q1: 9,993 shares; 2026Q2: 10,298 shares 10,298 $488K 0.07% +305 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: not reported; 2024Q4: 3,522 shares; 2025Q1: 3,536 shares; 2025Q2: 3,486 shares; 2025Q3: 3,472 shares; 2025Q4: 3,466 shares; 2026Q1: 3,430 shares; 2026Q2: 3,407 shares 3,407 $466K 0.07% -23 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: 128,373 shares; 2024Q4: 140,405 shares; 2025Q1: 133,862 shares; 2025Q2: 17,826 shares; 2025Q3: 13,623 shares; 2025Q4: 10,000 shares; 2026Q1: 9,243 shares; 2026Q2: 7,371 shares 7,371 $386K 0.06% -1,872 Timeline MPLT MAPLIGHT THERAPEUTICS INC More: the full row for MAPLIGHT THERAPEUTICS 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: 10,389 shares 10,389 $372K 0.06% new Timeline IGLB 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: 354,405 shares; 2025Q3: 362,197 shares; 2025Q4: 383,483 shares; 2026Q1: 7,395 shares; 2026Q2: 7,395 shares 7,395 $370K 0.06% 0 Timeline XLE 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: 11,354 shares; 2024Q4: 11,354 shares; 2025Q1: 11,351 shares; 2025Q2: 8,314 shares; 2025Q3: 3,454 shares; 2025Q4: 6,908 shares; 2026Q1: 6,908 shares; 2026Q2: 6,908 shares 6,908 $367K 0.05% 0 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,240 shares; 2024Q4: 7,240 shares; 2025Q1: 7,240 shares; 2025Q2: 7,240 shares; 2025Q3: 7,240 shares; 2025Q4: 7,240 shares; 2026Q1: 7,240 shares; 2026Q2: 7,240 shares 7,240 $365K 0.05% 0 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: 2,485 shares; 2024Q4: 1,646 shares; 2025Q1: 1,652 shares; 2025Q2: 1,474 shares; 2025Q3: 1,472 shares; 2025Q4: 1,467 shares; 2026Q1: 1,486 shares; 2026Q2: 1,411 shares 1,411 $358K 0.05% -75 Timeline LCTD 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: 5,963 shares; 2024Q4: 6,020 shares; 2025Q1: 6,020 shares; 2025Q2: 6,020 shares; 2025Q3: 6,403 shares; 2025Q4: 6,381 shares; 2026Q1: 6,381 shares; 2026Q2: 5,694 shares 5,694 $328K 0.05% -687 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,246 shares; 2024Q4: not reported; 2025Q1: 1,053 shares; 2025Q2: not reported; 2025Q3: 1,147 shares; 2025Q4: 1,144 shares; 2026Q1: 1,157 shares; 2026Q2: 1,273 shares 1,273 $320K 0.05% +116 Timeline EVUS 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: not reported; 2026Q2: 8,716 shares 8,716 $306K 0.05% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,166 shares; 2026Q1: 2,197 shares; 2026Q2: 1,919 shares 1,919 $281K 0.04% -278 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: 1,687 shares; 2024Q4: 1,687 shares; 2025Q1: 1,687 shares; 2025Q2: 1,687 shares; 2025Q3: 1,687 shares; 2025Q4: 1,687 shares; 2026Q1: 1,687 shares; 2026Q2: 1,687 shares 1,687 $267K 0.04% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 678 shares; 2025Q4: 678 shares; 2026Q1: not reported; 2026Q2: 685 shares 685 $256K 0.04% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 672 shares; 2025Q3: 672 shares; 2025Q4: 672 shares; 2026Q1: 672 shares; 2026Q2: 672 shares 672 $249K 0.04% 0 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: 1,108 shares; 2024Q4: 1,093 shares; 2025Q1: 1,093 shares; 2025Q2: 1,093 shares; 2025Q3: 1,100 shares; 2025Q4: 721 shares; 2026Q1: 737 shares; 2026Q2: 737 shares 737 $241K 0.04% 0 Timeline ESGD 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: 2,419 shares; 2025Q4: 2,404 shares; 2026Q1: 2,404 shares; 2026Q2: 2,326 shares 2,326 $239K 0.04% -78 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX 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: 4,545 shares; 2026Q2: 4,353 shares 4,353 $237K 0.04% -192 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: 22,760 shares; 2024Q4: 22,496 shares; 2025Q1: 20,903 shares; 2025Q2: 18,389 shares; 2025Q3: 17,458 shares; 2025Q4: 13,527 shares; 2026Q1: 13,202 shares; 2026Q2: 3,303 shares 3,303 $235K 0.04% -9,899 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 204 shares; 2025Q3: 204 shares; 2025Q4: not reported; 2026Q1: 3,063 shares; 2026Q2: 2,839 shares 2,839 $203K 0.03% -224 Timeline