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: 26,329 shares; 2024Q4: 26,999 shares; 2025Q1: 28,593 shares; 2025Q2: 28,993 shares; 2025Q3: 29,416 shares; 2025Q4: 29,633 shares; 2026Q1: 31,659 shares; 2026Q2: 35,003 shares 35,003 $26.1M 8.88% +3,344 Timeline JVAL 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: 295,593 shares; 2024Q4: 305,179 shares; 2025Q1: 363,657 shares; 2025Q2: 366,260 shares; 2025Q3: 374,199 shares; 2025Q4: 381,712 shares; 2026Q1: 390,737 shares; 2026Q2: 413,727 shares 413,727 $24.3M 8.24% +22,990 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 229,857 shares; 2024Q4: 245,046 shares; 2025Q1: 254,348 shares; 2025Q2: 270,709 shares; 2025Q3: 290,390 shares; 2025Q4: 301,127 shares; 2026Q1: 313,208 shares; 2026Q2: 380,580 shares 380,580 $22.7M 7.72% +67,372 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 139,402 shares; 2024Q4: 144,078 shares; 2025Q1: 152,278 shares; 2025Q2: 156,483 shares; 2025Q3: 160,616 shares; 2025Q4: 172,043 shares; 2026Q1: 174,465 shares; 2026Q2: 196,615 shares 196,615 $15.9M 5.41% +22,150 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 79,111 shares; 2024Q4: 325,633 shares; 2025Q1: 340,242 shares; 2025Q2: 339,896 shares; 2025Q3: 346,509 shares; 2025Q4: 352,368 shares; 2026Q1: 377,466 shares; 2026Q2: 445,973 shares 445,973 $15.1M 5.13% +68,507 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,068 shares; 2024Q4: 32,652 shares; 2025Q1: 34,016 shares; 2025Q2: 33,685 shares; 2025Q3: 34,425 shares; 2025Q4: 35,136 shares; 2026Q1: 36,396 shares; 2026Q2: 39,528 shares 39,528 $13.2M 4.49% +3,132 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 118,989 shares; 2024Q4: 124,710 shares; 2025Q1: 131,083 shares; 2025Q2: 144,868 shares; 2025Q3: 148,951 shares; 2025Q4: 160,926 shares; 2026Q1: 162,760 shares; 2026Q2: 181,672 shares 181,672 $11.3M 3.84% +18,912 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,348 shares; 2024Q4: 25,153 shares; 2025Q1: 26,542 shares; 2025Q2: 27,286 shares; 2025Q3: 28,037 shares; 2025Q4: 28,931 shares; 2026Q1: 30,253 shares; 2026Q2: 44,016 shares 44,016 $10.7M 3.63% +13,763 Timeline SMIN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 73,903 shares; 2024Q4: 77,977 shares; 2025Q1: 86,113 shares; 2025Q2: 88,561 shares; 2025Q3: 91,943 shares; 2025Q4: 95,297 shares; 2026Q1: 123,095 shares; 2026Q2: 147,167 shares 147,167 $10.4M 3.54% +24,072 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 105,975 shares; 2024Q4: 113,728 shares; 2025Q1: 118,957 shares; 2025Q2: 127,903 shares; 2025Q3: 137,529 shares; 2025Q4: 145,095 shares; 2026Q1: 154,233 shares; 2026Q2: 200,002 shares 200,002 $9.96M 3.38% +45,769 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: 47,660 shares; 2024Q4: 48,374 shares; 2025Q1: 50,378 shares; 2025Q2: 48,175 shares; 2025Q3: 49,250 shares; 2025Q4: 50,416 shares; 2026Q1: 53,108 shares; 2026Q2: 61,533 shares 61,533 $9.01M 3.06% +8,425 Timeline FDT FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 72,202 shares; 2024Q4: 76,769 shares; 2025Q1: 80,135 shares; 2025Q2: 80,716 shares; 2025Q3: 80,763 shares; 2025Q4: 81,008 shares; 2026Q1: 81,144 shares; 2026Q2: 94,010 shares 94,010 $8.9M 3.02% +12,866 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: 31,364 shares; 2024Q4: 31,147 shares; 2025Q1: 33,548 shares; 2025Q2: 34,596 shares; 2025Q3: 44,701 shares; 2025Q4: 46,859 shares; 2026Q1: 54,721 shares; 2026Q2: 69,453 shares 69,453 $7.47M 2.54% +14,732 Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 351,876 shares; 2024Q4: 366,476 shares; 2025Q1: 381,744 shares; 2025Q2: 392,540 shares; 2025Q3: 413,620 shares; 2025Q4: 426,949 shares; 2026Q1: 226,711 shares; 2026Q2: 269,735 shares 269,735 $7.3M 2.48% +43,024 Timeline FIW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,778 shares; 2024Q4: 44,424 shares; 2025Q1: 46,909 shares; 2025Q2: 48,050 shares; 2025Q3: 49,349 shares; 2025Q4: 51,126 shares; 2026Q1: 53,593 shares; 2026Q2: 64,382 shares 64,382 $7.05M 2.4% +10,789 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 74,774 shares; 2026Q1: 92,043 shares; 2026Q2: 128,461 shares 128,461 $6.55M 2.23% +36,418 Timeline FYX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,058 shares; 2024Q4: 35,888 shares; 2025Q1: 37,605 shares; 2025Q2: 38,555 shares; 2025Q3: 39,374 shares; 2025Q4: 40,169 shares; 2026Q1: 40,233 shares; 2026Q2: 44,673 shares 44,673 $6.45M 2.19% +4,440 Timeline PBJ 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: 79,132 shares; 2024Q4: 82,375 shares; 2025Q1: 87,008 shares; 2025Q2: 91,088 shares; 2025Q3: 96,645 shares; 2025Q4: 100,150 shares; 2026Q1: 103,815 shares; 2026Q2: 127,043 shares 127,043 $5.99M 2.03% +23,228 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,390 shares; 2024Q4: 48,811 shares; 2025Q1: 50,300 shares; 2025Q2: 44,815 shares; 2025Q3: 45,878 shares; 2025Q4: 47,657 shares; 2026Q1: 57,328 shares; 2026Q2: 63,814 shares 63,814 $5.73M 1.95% +6,486 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: 14,347 shares; 2024Q4: 14,373 shares; 2025Q1: 15,864 shares; 2025Q2: 16,550 shares; 2025Q3: 16,855 shares; 2025Q4: 10,672 shares; 2026Q1: 6,188 shares; 2026Q2: 4,894 shares 4,894 $5.65M 1.92% -1,294 Timeline FPE 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: 109,053 shares; 2024Q4: 117,234 shares; 2025Q1: 121,756 shares; 2025Q2: 125,795 shares; 2025Q3: 135,324 shares; 2025Q4: 137,531 shares; 2026Q1: 400,852 shares; 2026Q2: 314,191 shares 314,191 $5.62M 1.91% -86,661 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: 9,718 shares; 2024Q4: 9,744 shares; 2025Q1: 9,653 shares; 2025Q2: 9,555 shares; 2025Q3: 9,612 shares; 2025Q4: 9,433 shares; 2026Q1: 9,379 shares; 2026Q2: 10,304 shares 10,304 $3.84M 1.31% +925 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: 4,142 shares; 2024Q4: 4,084 shares; 2025Q1: 4,323 shares; 2025Q2: 4,346 shares; 2025Q3: 4,396 shares; 2025Q4: 4,469 shares; 2026Q1: 4,515 shares; 2026Q2: 4,856 shares 4,856 $3.58M 1.21% +341 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: 9,813 shares; 2024Q4: 9,479 shares; 2025Q1: 9,672 shares; 2025Q2: 10,073 shares; 2025Q3: 10,306 shares; 2025Q4: 9,576 shares; 2026Q1: 9,284 shares; 2026Q2: 9,124 shares 9,124 $3.22M 1.1% -160 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: 3,038 shares; 2024Q4: 3,047 shares; 2025Q1: 3,158 shares; 2025Q2: 2,988 shares; 2025Q3: 3,061 shares; 2025Q4: 3,087 shares; 2026Q1: 3,025 shares; 2026Q2: 3,047 shares 3,047 $2.85M 0.97% +22 Timeline FEP FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,190 shares; 2024Q4: 39,702 shares; 2025Q1: 42,929 shares; 2025Q2: 42,338 shares; 2025Q3: 43,100 shares; 2025Q4: 43,659 shares; 2026Q1: 42,287 shares; 2026Q2: 45,609 shares 45,609 $2.6M 0.88% +3,322 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,123 shares; 2024Q4: 27,448 shares; 2025Q1: 28,747 shares; 2025Q2: 29,713 shares; 2025Q3: 30,572 shares; 2025Q4: 31,534 shares; 2026Q1: 31,258 shares; 2026Q2: 18,808 shares 18,808 $2.57M 0.87% -12,450 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 127,314 shares; 2025Q3: 127,571 shares; 2025Q4: 127,076 shares; 2026Q1: 122,447 shares; 2026Q2: 71,087 shares 71,087 $2.25M 0.77% -51,360 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,175 shares; 2024Q4: 22,268 shares; 2025Q1: 24,451 shares; 2025Q2: 24,961 shares; 2025Q3: 25,974 shares; 2025Q4: 25,760 shares; 2026Q1: 21,954 shares; 2026Q2: 22,193 shares 22,193 $2.13M 0.72% +239 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: 10,600 shares; 2024Q4: 10,950 shares; 2025Q1: 10,798 shares; 2025Q2: 10,710 shares; 2025Q3: 10,618 shares; 2025Q4: 10,378 shares; 2026Q1: 10,389 shares; 2026Q2: 9,511 shares 9,511 $1.9M 0.65% -878 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: 10,017 shares; 2024Q4: 10,290 shares; 2025Q1: 11,766 shares; 2025Q2: 13,302 shares; 2025Q3: 11,607 shares; 2025Q4: 13,477 shares; 2026Q1: 16,596 shares; 2026Q2: 17,698 shares 17,698 $1.75M 0.6% +1,102 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: 5,244 shares; 2024Q4: 5,245 shares; 2025Q1: 5,727 shares; 2025Q2: 5,952 shares; 2025Q3: 6,202 shares; 2025Q4: 6,050 shares; 2026Q1: 5,886 shares; 2026Q2: 6,014 shares 6,014 $1.74M 0.59% +128 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: 4,415 shares; 2024Q4: 4,397 shares; 2025Q1: 4,572 shares; 2025Q2: 4,568 shares; 2025Q3: 4,749 shares; 2025Q4: 4,554 shares; 2026Q1: 4,450 shares; 2026Q2: 4,501 shares 4,501 $1.47M 0.5% +51 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,231 shares; 2024Q4: 5,165 shares; 2025Q1: 5,542 shares; 2025Q2: 5,790 shares; 2025Q3: 6,020 shares; 2025Q4: 6,050 shares; 2026Q1: 6,115 shares; 2026Q2: 7,463 shares 7,463 $1.45M 0.49% +1,348 Timeline SHV 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: 26,177 shares; 2025Q3: 24,734 shares; 2025Q4: 28,833 shares; 2026Q1: 27,749 shares; 2026Q2: 12,944 shares 12,944 $1.43M 0.49% -14,805 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: 16,148 shares; 2024Q4: 16,268 shares; 2025Q1: 18,509 shares; 2025Q2: 19,499 shares; 2025Q3: 20,058 shares; 2025Q4: 19,099 shares; 2026Q1: 19,159 shares; 2026Q2: 19,933 shares 19,933 $1.42M 0.48% +774 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: 11,702 shares; 2024Q4: 11,542 shares; 2025Q1: 12,207 shares; 2025Q2: 12,186 shares; 2025Q3: 12,540 shares; 2025Q4: 12,319 shares; 2026Q1: 11,849 shares; 2026Q2: 11,567 shares 11,567 $1.31M 0.45% -282 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: 13,484 shares; 2024Q4: 13,770 shares; 2025Q1: 14,823 shares; 2025Q2: 15,059 shares; 2025Q3: 15,576 shares; 2025Q4: 15,807 shares; 2026Q1: 15,655 shares; 2026Q2: 15,880 shares 15,880 $1.29M 0.44% +225 Timeline FUMB 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: 273,196 shares; 2024Q4: 268,366 shares; 2025Q1: 281,510 shares; 2025Q2: 284,590 shares; 2025Q3: 287,135 shares; 2025Q4: 107,245 shares; 2026Q1: 95,294 shares; 2026Q2: 62,540 shares 62,540 $1.25M 0.43% -32,754 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,494 shares; 2025Q1: 2,324 shares; 2025Q2: 2,759 shares; 2025Q3: 3,256 shares; 2025Q4: 3,638 shares; 2026Q1: 6,767 shares; 2026Q2: 7,874 shares 7,874 $1.23M 0.42% +1,107 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,793 shares; 2024Q4: 2,818 shares; 2025Q1: 3,076 shares; 2025Q2: 3,344 shares; 2025Q3: 3,640 shares; 2025Q4: 3,715 shares; 2026Q1: 5,201 shares; 2026Q2: 5,913 shares 5,913 $1.21M 0.41% +712 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: 5,863 shares; 2024Q4: 5,905 shares; 2025Q1: 6,252 shares; 2025Q2: 6,503 shares; 2025Q3: 6,744 shares; 2025Q4: 6,773 shares; 2026Q1: 6,097 shares; 2026Q2: 7,178 shares 7,178 $1.19M 0.4% +1,081 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,145 shares; 2024Q4: 7,182 shares; 2025Q1: 7,669 shares; 2025Q2: 8,046 shares; 2025Q3: 8,414 shares; 2025Q4: 8,404 shares; 2026Q1: 8,269 shares; 2026Q2: 8,323 shares 8,323 $1.13M 0.38% +54 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: 4,458 shares; 2024Q4: 4,419 shares; 2025Q1: 4,704 shares; 2025Q2: 4,757 shares; 2025Q3: 4,896 shares; 2025Q4: 4,948 shares; 2026Q1: 4,906 shares; 2026Q2: 5,045 shares 5,045 $1.12M 0.38% +139 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 84,948 shares; 2025Q3: 91,182 shares; 2025Q4: 89,202 shares; 2026Q1: 87,544 shares; 2026Q2: 44,953 shares 44,953 $1.09M 0.37% -42,591 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: 2,448 shares; 2024Q4: 2,426 shares; 2025Q1: 2,581 shares; 2025Q2: 2,651 shares; 2025Q3: 2,723 shares; 2025Q4: 2,791 shares; 2026Q1: 2,803 shares; 2026Q2: 2,963 shares 2,963 $1.04M 0.35% +160 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: 5,240 shares; 2024Q4: 5,299 shares; 2025Q1: 5,677 shares; 2025Q2: 5,834 shares; 2025Q3: 6,119 shares; 2025Q4: 6,236 shares; 2026Q1: 6,343 shares; 2026Q2: 7,025 shares 7,025 $1.03M 0.35% +682 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 71,396 shares; 2025Q3: 70,459 shares; 2025Q4: 70,211 shares; 2026Q1: 65,517 shares; 2026Q2: 19,941 shares 19,941 $907K 0.31% -45,576 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 54,162 shares; 2025Q3: 54,267 shares; 2025Q4: 53,118 shares; 2026Q1: 51,746 shares; 2026Q2: 18,744 shares 18,744 $880K 0.3% -33,002 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,062 shares 5,062 $832K 0.28% new 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 28,974 shares 28,974 $803K 0.27% new Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS 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: 5,468 shares; 2026Q2: 6,440 shares 6,440 $692K 0.24% +972 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: 3,953 shares; 2024Q4: 3,431 shares; 2025Q1: 2,403 shares; 2025Q2: 2,403 shares; 2025Q3: 2,581 shares; 2025Q4: 2,323 shares; 2026Q1: 1,998 shares; 2026Q2: 1,723 shares 1,723 $616K 0.21% -275 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US 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: 3,512 shares 3,512 $589K 0.2% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,786 shares; 2025Q3: 4,466 shares; 2025Q4: 4,416 shares; 2026Q1: 4,416 shares; 2026Q2: 4,493 shares 4,493 $577K 0.2% +77 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,986 shares; 2024Q4: 22,126 shares; 2025Q1: 23,860 shares; 2025Q2: 24,184 shares; 2025Q3: 24,970 shares; 2025Q4: 25,501 shares; 2026Q1: 13,366 shares; 2026Q2: 12,871 shares 12,871 $545K 0.19% -495 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,320 shares 9,320 $542K 0.18% new Timeline TFI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,273 shares 10,273 $471K 0.16% new Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 14,449 shares 14,449 $425K 0.14% new Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,701 shares 4,701 $413K 0.14% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 521 shares; 2025Q3: 562 shares; 2025Q4: 521 shares; 2026Q1: 524 shares; 2026Q2: 734 shares 734 $367K 0.12% +210 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: 1,368 shares; 2024Q4: 1,424 shares; 2025Q1: 1,438 shares; 2025Q2: 1,250 shares; 2025Q3: 1,499 shares; 2025Q4: 1,258 shares; 2026Q1: 1,258 shares; 2026Q2: 1,514 shares 1,514 $361K 0.12% +256 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,329 shares; 2025Q3: 9,036 shares; 2025Q4: 14,091 shares; 2026Q1: 14,091 shares; 2026Q2: 14,238 shares 14,238 $343K 0.12% +147 Timeline TIP 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: 3,053 shares; 2026Q1: 3,053 shares; 2026Q2: 3,053 shares 3,053 $334K 0.11% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,127 shares; 2025Q3: 1,127 shares; 2025Q4: 1,127 shares; 2026Q1: 1,125 shares; 2026Q2: 1,240 shares 1,240 $312K 0.11% +115 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 340 shares; 2025Q3: 445 shares; 2025Q4: 446 shares; 2026Q1: 492 shares; 2026Q2: 519 shares 519 $292K 0.1% +27 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,045 shares; 2024Q4: 2,180 shares; 2025Q1: 1,985 shares; 2025Q2: 1,471 shares; 2025Q3: 1,534 shares; 2025Q4: 1,471 shares; 2026Q1: 1,471 shares; 2026Q2: 1,298 shares 1,298 $281K 0.1% -173 Timeline SPHD INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,000 shares 5,000 $254K 0.09% new Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,210 shares 7,210 $251K 0.09% new Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,247 shares; 2026Q1: 6,247 shares; 2026Q2: 6,247 shares 6,247 $230K 0.08% 0 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,264 shares 6,264 $226K 0.08% new Timeline USB US BANCORP More: the full row for US BANCORP 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: 3,448 shares 3,448 $208K 0.07% new Timeline