IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,230 shares; 2024Q4: 16,831 shares; 2025Q1: 17,687 shares; 2025Q2: 19,630 shares; 2025Q3: 19,630 shares; 2025Q4: 19,867 shares; 2026Q1: 19,958 shares; 2026Q2: 19,649 shares 19,649 $14.7M 9.14% -309 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: 19,367 shares; 2024Q4: 19,380 shares; 2025Q1: 19,621 shares; 2025Q2: 19,727 shares; 2025Q3: 18,877 shares; 2025Q4: 18,821 shares; 2026Q1: 18,901 shares; 2026Q2: 18,896 shares 18,896 $14.1M 8.77% -5 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: 22,200 shares; 2024Q4: 20,404 shares; 2025Q1: 20,450 shares; 2025Q2: 20,265 shares; 2025Q3: 20,312 shares; 2025Q4: 17,607 shares; 2026Q1: 18,046 shares; 2026Q2: 108,385 shares 108,385 $9.34M 5.8% +90,339 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: 44,493 shares; 2024Q4: 44,333 shares; 2025Q1: 44,249 shares; 2025Q2: 44,030 shares; 2025Q3: 43,950 shares; 2025Q4: 43,894 shares; 2026Q1: 43,829 shares; 2026Q2: 44,330 shares 44,330 $7.01M 4.35% +501 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: 13,349 shares; 2024Q4: 13,377 shares; 2025Q1: 13,408 shares; 2025Q2: 13,344 shares; 2025Q3: 13,348 shares; 2025Q4: 13,326 shares; 2026Q1: 13,346 shares; 2026Q2: 53,392 shares 53,392 $6.63M 4.12% +40,046 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: 41,376 shares; 2024Q4: 43,530 shares; 2025Q1: 47,107 shares; 2025Q2: 44,065 shares; 2025Q3: 43,920 shares; 2025Q4: 44,741 shares; 2026Q1: 44,716 shares; 2026Q2: 44,389 shares 44,389 $6.58M 4.09% -327 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: 88,773 shares; 2024Q4: 88,276 shares; 2025Q1: 88,203 shares; 2025Q2: 88,482 shares; 2025Q3: 88,602 shares; 2025Q4: 88,952 shares; 2026Q1: 89,080 shares; 2026Q2: 87,227 shares 87,227 $6.21M 3.86% -1,853 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,643 shares; 2024Q4: 51,613 shares; 2025Q1: 51,613 shares; 2025Q2: 51,988 shares; 2025Q3: 51,988 shares; 2025Q4: 44,545 shares; 2026Q1: 44,578 shares; 2026Q2: 42,887 shares 42,887 $5.1M 3.17% -1,691 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: 61,386 shares; 2024Q4: 62,377 shares; 2025Q1: 63,482 shares; 2025Q2: 63,895 shares; 2025Q3: 63,895 shares; 2025Q4: 63,713 shares; 2026Q1: 63,351 shares; 2026Q2: 62,312 shares 62,312 $4.8M 2.99% -1,039 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,541 shares; 2024Q4: 29,598 shares; 2025Q1: 38,737 shares; 2025Q2: 43,271 shares; 2025Q3: 43,357 shares; 2025Q4: 44,689 shares; 2026Q1: 46,626 shares; 2026Q2: 47,969 shares 47,969 $4.62M 2.87% +1,343 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,913 shares; 2024Q4: 14,864 shares; 2025Q1: 14,911 shares; 2025Q2: 14,951 shares; 2025Q3: 14,905 shares; 2025Q4: 15,040 shares; 2026Q1: 14,886 shares; 2026Q2: 13,601 shares 13,601 $4.17M 2.59% -1,285 Timeline SPYV 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: 80,100 shares; 2024Q4: 80,100 shares; 2025Q1: 80,100 shares; 2025Q2: 80,100 shares; 2025Q3: 68,429 shares; 2025Q4: 68,429 shares; 2026Q1: 68,429 shares; 2026Q2: 65,153 shares 65,153 $3.96M 2.46% -3,276 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: 38,941 shares; 2024Q4: 39,912 shares; 2025Q1: 39,017 shares; 2025Q2: 39,678 shares; 2025Q3: 38,312 shares; 2025Q4: 39,348 shares; 2026Q1: 40,994 shares; 2026Q2: 39,220 shares 39,220 $3.1M 1.93% -1,774 Timeline TBUX 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: 19,493 shares; 2024Q4: 24,498 shares; 2025Q1: 24,882 shares; 2025Q2: 27,396 shares; 2025Q3: 32,946 shares; 2025Q4: 51,930 shares; 2026Q1: 50,853 shares; 2026Q2: 53,579 shares 53,579 $2.67M 1.66% +2,726 Timeline MGK 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: 5,539 shares; 2024Q4: 5,542 shares; 2025Q1: 5,649 shares; 2025Q2: 6,220 shares; 2025Q3: 6,220 shares; 2025Q4: 6,206 shares; 2026Q1: 6,216 shares; 2026Q2: 29,898 shares 29,898 $2.63M 1.63% +23,682 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: 33,482 shares; 2024Q4: 31,862 shares; 2025Q1: 32,395 shares; 2025Q2: 33,842 shares; 2025Q3: 32,832 shares; 2025Q4: 33,167 shares; 2026Q1: 34,978 shares; 2026Q2: 34,252 shares 34,252 $2.63M 1.63% -726 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: 64,347 shares; 2024Q4: 61,951 shares; 2025Q1: 61,739 shares; 2025Q2: 63,347 shares; 2025Q3: 62,428 shares; 2025Q4: 64,584 shares; 2026Q1: 62,834 shares; 2026Q2: 53,225 shares 53,225 $2.5M 1.55% -9,609 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: 7,826 shares; 2024Q4: 7,824 shares; 2025Q1: 7,898 shares; 2025Q2: 7,927 shares; 2025Q3: 7,928 shares; 2025Q4: 8,006 shares; 2026Q1: 8,069 shares; 2026Q2: 8,065 shares 8,065 $2.44M 1.52% -4 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,427 shares; 2024Q4: 28,722 shares; 2025Q1: 29,261 shares; 2025Q2: 30,133 shares; 2025Q3: 30,139 shares; 2025Q4: 30,749 shares; 2026Q1: 31,003 shares; 2026Q2: 31,009 shares 31,009 $2.35M 1.46% +6 Timeline SPSB 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: 60,949 shares; 2024Q4: 60,903 shares; 2025Q1: 61,470 shares; 2025Q2: 63,719 shares; 2025Q3: 62,750 shares; 2025Q4: 64,112 shares; 2026Q1: 64,269 shares; 2026Q2: 63,533 shares 63,533 $1.91M 1.18% -736 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: 7,596 shares; 2024Q4: 7,627 shares; 2025Q1: 7,583 shares; 2025Q2: 8,033 shares; 2025Q3: 8,035 shares; 2025Q4: 8,296 shares; 2026Q1: 8,686 shares; 2026Q2: 8,711 shares 8,711 $1.9M 1.18% +25 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: 29,161 shares; 2024Q4: 52,260 shares; 2025Q1: 52,186 shares; 2025Q2: 58,567 shares; 2025Q3: 58,561 shares; 2025Q4: 58,679 shares; 2026Q1: 54,629 shares; 2026Q2: 54,287 shares 54,287 $1.84M 1.14% -342 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: 31,909 shares; 2024Q4: 33,913 shares; 2025Q1: 34,464 shares; 2025Q2: 35,479 shares; 2025Q3: 34,740 shares; 2025Q4: 36,808 shares; 2026Q1: 36,791 shares; 2026Q2: 34,920 shares 34,920 $1.83M 1.14% -1,871 Timeline VONG 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: 12,110 shares; 2024Q4: 12,734 shares; 2025Q1: 12,734 shares; 2025Q2: 13,026 shares; 2025Q3: 13,026 shares; 2025Q4: 13,026 shares; 2026Q1: 13,226 shares; 2026Q2: 13,226 shares 13,226 $1.69M 1.05% 0 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: 16,617 shares; 2024Q4: 54,863 shares; 2025Q1: 51,724 shares; 2025Q2: 52,401 shares; 2025Q3: 50,865 shares; 2025Q4: 55,322 shares; 2026Q1: 53,989 shares; 2026Q2: 51,342 shares 51,342 $1.6M 0.99% -2,647 Timeline VOE 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: 5,779 shares; 2024Q4: 5,790 shares; 2025Q1: 8,067 shares; 2025Q2: 8,406 shares; 2025Q3: 8,336 shares; 2025Q4: 8,262 shares; 2026Q1: 8,251 shares; 2026Q2: 7,997 shares 7,997 $1.58M 0.98% -254 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: 10,637 shares; 2024Q4: 10,513 shares; 2025Q1: 10,363 shares; 2025Q2: 11,040 shares; 2025Q3: 10,736 shares; 2025Q4: 10,499 shares; 2026Q1: 10,489 shares; 2026Q2: 10,004 shares 10,004 $1.57M 0.98% -485 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: 3,931 shares; 2024Q4: 4,434 shares; 2025Q1: 4,514 shares; 2025Q2: 6,293 shares; 2025Q3: 6,333 shares; 2025Q4: 7,991 shares; 2026Q1: 12,396 shares; 2026Q2: 29,120 shares 29,120 $1.52M 0.95% +16,724 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: 4,944 shares; 2024Q4: 4,808 shares; 2025Q1: 6,211 shares; 2025Q2: 6,368 shares; 2025Q3: 6,368 shares; 2025Q4: 6,314 shares; 2026Q1: 6,557 shares; 2026Q2: 16,470 shares 16,470 $1.33M 0.82% +9,913 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: 26,995 shares; 2024Q4: 27,015 shares; 2025Q1: 27,015 shares; 2025Q2: 26,600 shares; 2025Q3: 26,600 shares; 2025Q4: 26,615 shares; 2026Q1: 26,170 shares; 2026Q2: 26,183 shares 26,183 $1.32M 0.82% +13 Timeline EVTR MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,230 shares; 2024Q4: 24,409 shares; 2025Q1: 25,238 shares; 2025Q2: 26,642 shares; 2025Q3: 25,545 shares; 2025Q4: 26,632 shares; 2026Q1: 26,059 shares; 2026Q2: 25,933 shares 25,933 $1.32M 0.82% -126 Timeline SLYV 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: 11,974 shares; 2024Q4: 11,974 shares; 2025Q1: 11,974 shares; 2025Q2: 12,015 shares; 2025Q3: 12,012 shares; 2025Q4: 12,012 shares; 2026Q1: 11,964 shares; 2026Q2: 11,964 shares 11,964 $1.31M 0.81% 0 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: not reported; 2024Q4: not reported; 2025Q1: 4,723 shares; 2025Q2: 4,723 shares; 2025Q3: 4,723 shares; 2025Q4: 4,723 shares; 2026Q1: 4,723 shares; 2026Q2: 4,723 shares 4,723 $1.29M 0.8% 0 Timeline WTV WISDOMTREE TR More: the full row for WISDOMTREE 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: 2,561 shares; 2026Q1: 12,536 shares; 2026Q2: 12,673 shares 12,673 $1.29M 0.8% +137 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,181 shares; 2024Q4: 11,607 shares; 2025Q1: 11,607 shares; 2025Q2: 11,604 shares; 2025Q3: 11,604 shares; 2025Q4: 11,604 shares; 2026Q1: 11,604 shares; 2026Q2: 11,604 shares 11,604 $1.21M 0.75% 0 Timeline DIVB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 230 shares; 2024Q4: 230 shares; 2025Q1: not reported; 2025Q2: 21,318 shares; 2025Q3: 20,626 shares; 2025Q4: 16,937 shares; 2026Q1: 17,099 shares; 2026Q2: 19,498 shares 19,498 $1.2M 0.75% +2,399 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: 5,008 shares; 2024Q4: 4,990 shares; 2025Q1: 5,209 shares; 2025Q2: 5,209 shares; 2025Q3: 5,209 shares; 2025Q4: 5,209 shares; 2026Q1: 5,209 shares; 2026Q2: 5,231 shares 5,231 $1.19M 0.74% +22 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: 3,800 shares; 2024Q4: 3,800 shares; 2025Q1: 3,900 shares; 2025Q2: 3,900 shares; 2025Q3: 3,900 shares; 2025Q4: 3,900 shares; 2026Q1: 3,933 shares; 2026Q2: 3,933 shares 3,933 $1.18M 0.73% 0 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: 5,581 shares; 2024Q4: 5,744 shares; 2025Q1: 5,744 shares; 2025Q2: 5,951 shares; 2025Q3: 5,951 shares; 2025Q4: 6,222 shares; 2026Q1: 6,050 shares; 2026Q2: 16,087 shares 16,087 $1.18M 0.73% +10,037 Timeline SLYG 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: 9,262 shares; 2024Q4: 9,262 shares; 2025Q1: 9,292 shares; 2025Q2: 9,351 shares; 2025Q3: 9,349 shares; 2025Q4: 9,340 shares; 2026Q1: 9,318 shares; 2026Q2: 9,239 shares 9,239 $1.1M 0.68% -79 Timeline VBK 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: 3,684 shares; 2024Q4: 3,684 shares; 2025Q1: 3,684 shares; 2025Q2: 3,840 shares; 2025Q3: 3,840 shares; 2025Q4: 3,840 shares; 2026Q1: 3,840 shares; 2026Q2: 2,998 shares 2,998 $1.1M 0.68% -842 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,394 shares; 2024Q4: 5,394 shares; 2025Q1: 5,394 shares; 2025Q2: 5,394 shares; 2025Q3: 5,394 shares; 2025Q4: 5,394 shares; 2026Q1: 5,394 shares; 2026Q2: 5,394 shares 5,394 $1.01M 0.63% 0 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: 11,208 shares; 2024Q4: 11,208 shares; 2025Q1: 11,208 shares; 2025Q2: 11,006 shares; 2025Q3: 10,476 shares; 2025Q4: 7,744 shares; 2026Q1: 7,744 shares; 2026Q2: 7,245 shares 7,245 $996K 0.62% -499 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: 831 shares; 2024Q4: 867 shares; 2025Q1: 867 shares; 2025Q2: 2,535 shares; 2025Q3: 2,535 shares; 2025Q4: 2,535 shares; 2026Q1: 2,688 shares; 2026Q2: 2,664 shares 2,664 $986K 0.61% -24 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: 5,326 shares; 2024Q4: 5,326 shares; 2025Q1: 5,474 shares; 2025Q2: 5,474 shares; 2025Q3: 5,474 shares; 2025Q4: 5,474 shares; 2026Q1: 5,474 shares; 2026Q2: 3,963 shares 3,963 $963K 0.6% -1,511 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,768 shares; 2024Q4: 1,768 shares; 2025Q1: 1,768 shares; 2025Q2: 1,768 shares; 2025Q3: 1,768 shares; 2025Q4: 1,768 shares; 2026Q1: 1,768 shares; 2026Q2: 1,768 shares 1,768 $925K 0.57% 0 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,997 shares; 2024Q4: 9,425 shares; 2025Q1: 9,160 shares; 2025Q2: 9,042 shares; 2025Q3: 8,758 shares; 2025Q4: 8,743 shares; 2026Q1: 8,296 shares; 2026Q2: 7,945 shares 7,945 $877K 0.54% -351 Timeline MGV 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: 5,336 shares; 2024Q4: 5,336 shares; 2025Q1: 5,336 shares; 2025Q2: 5,336 shares; 2025Q3: 5,336 shares; 2025Q4: 5,336 shares; 2026Q1: 5,336 shares; 2026Q2: 5,336 shares 5,336 $872K 0.54% 0 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: 8,214 shares; 2024Q4: 24,642 shares; 2025Q1: 24,642 shares; 2025Q2: 24,088 shares; 2025Q3: 24,088 shares; 2025Q4: 24,088 shares; 2026Q1: 23,546 shares; 2026Q2: 23,994 shares 23,994 $835K 0.52% +448 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: 32,996 shares; 2024Q4: 98,424 shares; 2025Q1: 97,959 shares; 2025Q2: 66,713 shares; 2025Q3: 39,310 shares; 2025Q4: 37,115 shares; 2026Q1: 25,566 shares; 2026Q2: 25,223 shares 25,223 $800K 0.5% -343 Timeline VOOV 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: 3,387 shares; 2024Q4: 3,387 shares; 2025Q1: 3,387 shares; 2025Q2: 3,387 shares; 2025Q3: 3,387 shares; 2025Q4: 3,387 shares; 2026Q1: 3,387 shares; 2026Q2: 3,387 shares 3,387 $742K 0.46% 0 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,514 shares; 2024Q4: 5,514 shares; 2025Q1: 5,514 shares; 2025Q2: 5,331 shares; 2025Q3: 5,331 shares; 2025Q4: 5,303 shares; 2026Q1: 5,157 shares; 2026Q2: 5,157 shares 5,157 $704K 0.44% 0 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,155 shares; 2024Q4: 7,155 shares; 2025Q1: 7,155 shares; 2025Q2: 7,155 shares; 2025Q3: 7,155 shares; 2025Q4: 7,113 shares; 2026Q1: 7,113 shares; 2026Q2: 7,113 shares 7,113 $699K 0.43% 0 Timeline JSCP 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: 14,378 shares; 2024Q4: 14,778 shares; 2025Q1: 15,099 shares; 2025Q2: 15,347 shares; 2025Q3: 15,347 shares; 2025Q4: 16,525 shares; 2026Q1: 17,066 shares; 2026Q2: 14,657 shares 14,657 $691K 0.43% -2,409 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: 14,786 shares; 2024Q4: 14,983 shares; 2025Q1: 14,320 shares; 2025Q2: 15,778 shares; 2025Q3: 15,789 shares; 2025Q4: 15,541 shares; 2026Q1: 15,034 shares; 2026Q2: 14,787 shares 14,787 $673K 0.42% -247 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: 10,689 shares; 2024Q4: 21,751 shares; 2025Q1: 21,751 shares; 2025Q2: 21,644 shares; 2025Q3: 21,644 shares; 2025Q4: 21,136 shares; 2026Q1: 22,045 shares; 2026Q2: 22,554 shares 22,554 $625K 0.39% +509 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,973 shares; 2024Q4: 4,967 shares; 2025Q1: 4,778 shares; 2025Q2: 4,739 shares; 2025Q3: 4,739 shares; 2025Q4: 4,883 shares; 2026Q1: 5,327 shares; 2026Q2: 5,279 shares 5,279 $620K 0.39% -48 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,123 shares; 2024Q4: 2,123 shares; 2025Q1: 2,123 shares; 2025Q2: 2,123 shares; 2025Q3: 2,123 shares; 2025Q4: 2,123 shares; 2026Q1: 2,123 shares; 2026Q2: 2,123 shares 2,123 $617K 0.38% 0 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: 2,257 shares; 2024Q4: 3,226 shares; 2025Q1: 4,238 shares; 2025Q2: 4,258 shares; 2025Q3: 4,301 shares; 2025Q4: 4,301 shares; 2026Q1: 4,773 shares; 2026Q2: 6,105 shares 6,105 $604K 0.38% +1,332 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 900 shares; 2024Q4: 900 shares; 2025Q1: 900 shares; 2025Q2: 900 shares; 2025Q3: 900 shares; 2025Q4: 900 shares; 2026Q1: 900 shares; 2026Q2: 900 shares 900 $571K 0.35% 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: 981 shares; 2024Q4: 1,006 shares; 2025Q1: 999 shares; 2025Q2: 999 shares; 2025Q3: 999 shares; 2025Q4: 955 shares; 2026Q1: 821 shares; 2026Q2: 810 shares 810 $556K 0.35% -11 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: 6,533 shares; 2024Q4: 5,719 shares; 2025Q1: 5,719 shares; 2025Q2: 5,719 shares; 2025Q3: 5,719 shares; 2025Q4: 5,719 shares; 2026Q1: 5,719 shares; 2026Q2: 5,719 shares 5,719 $552K 0.34% 0 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,902 shares; 2024Q4: 10,190 shares; 2025Q1: 10,588 shares; 2025Q2: 10,441 shares; 2025Q3: 10,441 shares; 2025Q4: 10,437 shares; 2026Q1: 3,344 shares; 2026Q2: 3,344 shares 3,344 $494K 0.31% 0 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX 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: 6,285 shares 6,285 $476K 0.3% new Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,919 shares; 2024Q4: 6,919 shares; 2025Q1: 6,919 shares; 2025Q2: 6,926 shares; 2025Q3: 6,926 shares; 2025Q4: 6,926 shares; 2026Q1: 6,926 shares; 2026Q2: 6,926 shares 6,926 $460K 0.29% 0 Timeline VUSB 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,148 shares; 2026Q1: 9,185 shares; 2026Q2: 9,240 shares 9,240 $460K 0.29% +55 Timeline MLRG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,437 shares; 2024Q4: 3,905 shares; 2025Q1: 3,905 shares; 2025Q2: 3,667 shares; 2025Q3: 3,667 shares; 2025Q4: 3,667 shares; 2026Q1: 4,195 shares; 2026Q2: 4,196 shares 4,196 $435K 0.27% +1 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: 800 shares; 2024Q4: 800 shares; 2025Q1: 504 shares; 2025Q2: 792 shares; 2025Q3: 496 shares; 2025Q4: 680 shares; 2026Q1: 680 shares; 2026Q2: 680 shares 680 $383K 0.24% 0 Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,600 shares; 2024Q4: 4,134 shares; 2025Q1: 8,209 shares; 2025Q2: 8,515 shares; 2025Q3: 9,419 shares; 2025Q4: 9,451 shares; 2026Q1: 9,477 shares; 2026Q2: 9,507 shares 9,507 $382K 0.24% +30 Timeline URTH ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,423 shares; 2024Q4: 6,429 shares; 2025Q1: 6,429 shares; 2025Q2: 6,444 shares; 2025Q3: 6,444 shares; 2025Q4: 1,902 shares; 2026Q1: 1,902 shares; 2026Q2: 1,847 shares 1,847 $374K 0.23% -55 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: 8,488 shares; 2024Q4: 8,583 shares; 2025Q1: 7,516 shares; 2025Q2: 7,933 shares; 2025Q3: 7,933 shares; 2025Q4: 7,825 shares; 2026Q1: 7,825 shares; 2026Q2: 7,069 shares 7,069 $373K 0.23% -756 Timeline VEU 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: 2,801 shares; 2024Q4: 4,026 shares; 2025Q1: 4,450 shares; 2025Q2: 4,403 shares; 2025Q3: 4,403 shares; 2025Q4: 4,490 shares; 2026Q1: 4,490 shares; 2026Q2: 4,385 shares 4,385 $367K 0.23% -105 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: 869 shares; 2024Q4: 869 shares; 2025Q1: 869 shares; 2025Q2: 869 shares; 2025Q3: 869 shares; 2025Q4: 869 shares; 2026Q1: 869 shares; 2026Q2: 869 shares 869 $356K 0.22% 0 Timeline SLQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,340 shares; 2024Q4: 6,907 shares; 2025Q1: 6,907 shares; 2025Q2: 6,907 shares; 2025Q3: 6,907 shares; 2025Q4: 6,907 shares; 2026Q1: 6,907 shares; 2026Q2: 6,907 shares 6,907 $348K 0.22% 0 Timeline SDY 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: 2,479 shares; 2024Q4: 2,479 shares; 2025Q1: 2,479 shares; 2025Q2: 2,274 shares; 2025Q3: 2,274 shares; 2025Q4: 2,274 shares; 2026Q1: 2,274 shares; 2026Q2: 2,274 shares 2,274 $346K 0.22% 0 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,328 shares; 2026Q2: 12,455 shares 12,455 $330K 0.21% +3,127 Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,815 shares; 2024Q4: 10,815 shares; 2025Q1: 10,815 shares; 2025Q2: 10,815 shares; 2025Q3: 10,815 shares; 2025Q4: 3,383 shares; 2026Q1: 3,383 shares; 2026Q2: 3,383 shares 3,383 $321K 0.2% 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: 1,153 shares; 2024Q4: 1,171 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,198 shares; 2026Q1: 1,198 shares; 2026Q2: 1,198 shares 1,198 $286K 0.18% 0 Timeline BSV 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: 1,506 shares; 2024Q4: 1,506 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,506 shares; 2026Q1: not reported; 2026Q2: 3,494 shares 3,494 $272K 0.17% new Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,195 shares; 2024Q4: 2,863 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,411 shares; 2026Q1: 3,578 shares; 2026Q2: 3,585 shares 3,585 $245K 0.15% +7 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: 5,893 shares; 2024Q4: 9,962 shares; 2025Q1: 9,944 shares; 2025Q2: 9,944 shares; 2025Q3: 9,901 shares; 2025Q4: 9,901 shares; 2026Q1: 9,901 shares; 2026Q2: 9,962 shares 9,962 $230K 0.14% +61 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 519 shares; 2024Q4: 519 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 519 shares; 2026Q1: not reported; 2026Q2: 557 shares 557 $219K 0.14% new 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: 436 shares; 2024Q4: 436 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 436 shares; 2026Q1: not reported; 2026Q2: 764 shares 764 $215K 0.13% new 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: 2,573 shares; 2024Q4: 2,573 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,887 shares; 2026Q1: not reported; 2026Q2: 3,677 shares 3,677 $214K 0.13% new Timeline MDYG 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: 1,859 shares; 2024Q4: 1,859 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,859 shares; 2026Q1: not reported; 2026Q2: 1,859 shares 1,859 $208K 0.13% new Timeline TCAF 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: 4,597 shares; 2024Q4: 4,611 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,949 shares; 2026Q1: not reported; 2026Q2: 4,905 shares 4,905 $202K 0.13% new Timeline