IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 84,703 shares; 2025Q1: 85,562 shares; 2025Q2: 86,123 shares; 2025Q3: 84,758 shares; 2025Q4: 81,543 shares; 2026Q1: 84,945 shares; 2026Q2: 86,824 shares; 2026Q3: 88,628 shares 88,628 $67.9M 56.14% +1,804 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,487 shares; 2025Q1: 221,466 shares; 2025Q2: 234,382 shares; 2025Q3: 233,309 shares; 2025Q4: 229,801 shares; 2026Q1: 248,765 shares; 2026Q2: 255,839 shares; 2026Q3: 264,748 shares 264,748 $19M 15.75% +8,909 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 67,480 shares; 2025Q1: 72,536 shares; 2025Q2: 70,497 shares; 2025Q3: 72,969 shares; 2025Q4: 73,424 shares; 2026Q1: 75,146 shares; 2026Q2: 75,702 shares; 2026Q3: 77,644 shares 77,644 $7.34M 6.07% +1,942 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,372 shares; 2025Q1: 11,289 shares; 2025Q2: 10,825 shares; 2025Q3: 10,111 shares; 2025Q4: 10,107 shares; 2026Q1: 10,022 shares; 2026Q2: 10,022 shares; 2026Q3: 10,022 shares 10,022 $4.17M 3.45% 0 Timeline DBMF IM GLOBAL PARTNER FUNDS More: the full row for IM GLOBAL PARTNER FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 89,347 shares; 2025Q1: 92,427 shares; 2025Q2: 92,434 shares; 2025Q3: 93,992 shares; 2025Q4: 91,904 shares; 2026Q1: 95,835 shares; 2026Q2: 100,670 shares; 2026Q3: 102,663 shares 102,663 $3.34M 2.76% +1,993 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 34,391 shares; 2025Q1: 21,337 shares; 2025Q2: 21,087 shares; 2025Q3: 21,299 shares; 2025Q4: 21,441 shares; 2026Q1: 21,808 shares; 2026Q2: 22,233 shares; 2026Q3: 22,532 shares 22,532 $2.28M 1.88% +299 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 38,590 shares; 2025Q1: 34,238 shares; 2025Q2: 33,537 shares; 2025Q3: 33,492 shares; 2025Q4: 32,648 shares; 2026Q1: 27,249 shares; 2026Q2: 26,946 shares; 2026Q3: 26,877 shares 26,877 $2.18M 1.8% -69 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 23,145 shares; 2025Q1: 18,193 shares; 2025Q2: 17,917 shares; 2025Q3: 18,177 shares; 2025Q4: 18,176 shares; 2026Q1: 17,434 shares; 2026Q2: 17,416 shares; 2026Q3: 17,279 shares 17,279 $2.07M 1.71% -137 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 177,573 shares; 2025Q1: 27,844 shares; 2025Q2: 13,970 shares; 2025Q3: 13,775 shares; 2025Q4: 13,764 shares; 2026Q1: 11,973 shares; 2026Q2: 14,268 shares; 2026Q3: 14,560 shares 14,560 $1.98M 1.64% +292 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 17,539 shares; 2026Q3: 20,609 shares 20,609 $1.46M 1.2% +3,070 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,513 shares; 2025Q1: 6,513 shares; 2025Q2: 6,626 shares; 2025Q3: 6,626 shares; 2025Q4: 6,747 shares; 2026Q1: 6,747 shares; 2026Q2: 6,747 shares; 2026Q3: 6,747 shares 6,747 $701K 0.58% 0 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,302 shares; 2025Q1: 8,301 shares; 2025Q2: 8,122 shares; 2025Q3: 8,325 shares; 2025Q4: 8,314 shares; 2026Q1: 8,062 shares; 2026Q2: 8,272 shares; 2026Q3: 8,533 shares 8,533 $659K 0.54% +261 Timeline BUFB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,740 shares; 2025Q1: 15,740 shares; 2025Q2: 15,740 shares; 2025Q3: 15,740 shares; 2025Q4: 15,740 shares; 2026Q1: 15,740 shares; 2026Q2: 15,740 shares; 2026Q3: 15,740 shares 15,740 $634K 0.52% 0 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,400 shares; 2025Q1: 1,400 shares; 2025Q2: 1,400 shares; 2025Q3: 1,741 shares; 2025Q4: 1,741 shares; 2026Q1: 1,424 shares; 2026Q2: 1,400 shares; 2026Q3: 1,697 shares 1,697 $584K 0.48% +297 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; 2024Q4: 2,284 shares; 2025Q1: 2,284 shares; 2025Q2: 2,282 shares; 2025Q3: 2,562 shares; 2025Q4: 2,562 shares; 2026Q1: 2,304 shares; 2026Q2: 2,282 shares; 2026Q3: 2,282 shares 2,282 $569K 0.47% 0 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,400 shares; 2025Q1: 3,400 shares; 2025Q2: 3,394 shares; 2025Q3: 3,394 shares; 2025Q4: 3,394 shares; 2026Q1: 3,394 shares; 2026Q2: 3,394 shares; 2026Q3: 3,394 shares 3,394 $564K 0.47% 0 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,934 shares 1,934 $451K 0.37% new Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,352 shares; 2025Q1: 1,352 shares; 2025Q2: 1,352 shares; 2025Q3: 1,352 shares; 2025Q4: 1,050 shares; 2026Q1: 1,095 shares; 2026Q2: 1,174 shares; 2026Q3: 1,333 shares 1,333 $444K 0.37% +159 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,860 shares 1,860 $430K 0.36% new 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; 2024Q4: 2,131 shares; 2025Q1: 2,131 shares; 2025Q2: 2,131 shares; 2025Q3: 2,131 shares; 2025Q4: 2,131 shares; 2026Q1: 2,131 shares; 2026Q2: 1,815 shares; 2026Q3: 1,815 shares 1,815 $392K 0.32% 0 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; 2024Q4: 1,425 shares; 2025Q1: 1,425 shares; 2025Q2: 1,425 shares; 2025Q3: 1,425 shares; 2025Q4: 1,425 shares; 2026Q1: 1,425 shares; 2026Q2: 4,224 shares; 2026Q3: 4,224 shares 4,224 $381K 0.31% 0 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; 2024Q4: 12,278 shares; 2025Q1: 11,209 shares; 2025Q2: 11,455 shares; 2025Q3: 11,676 shares; 2025Q4: 11,950 shares; 2026Q1: 12,098 shares; 2026Q2: 11,693 shares; 2026Q3: 11,885 shares 11,885 $357K 0.29% +192 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; 2024Q4: 9,587 shares; 2025Q1: 11,434 shares; 2025Q2: 11,764 shares; 2025Q3: 12,096 shares; 2025Q4: 12,502 shares; 2026Q1: 12,766 shares; 2026Q2: 15,539 shares; 2026Q3: 15,928 shares 15,928 $352K 0.29% +389 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 901 shares 901 $307K 0.25% new 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,473 shares 1,473 $288K 0.24% new Timeline AOM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,925 shares; 2025Q1: 6,071 shares; 2025Q2: 6,528 shares; 2025Q3: 5,976 shares; 2025Q4: 6,013 shares; 2026Q1: 5,683 shares; 2026Q2: 6,118 shares; 2026Q3: 5,740 shares 5,740 $280K 0.23% -378 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 345 shares; 2026Q3: 345 shares 345 $263K 0.22% 0 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; 2024Q4: not reported; 2025Q1: 7,261 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,261 shares; 2026Q2: 7,261 shares; 2026Q3: 7,261 shares 7,261 $236K 0.2% 0 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,481 shares; 2025Q3: 4,512 shares; 2025Q4: 4,543 shares; 2026Q1: 4,580 shares; 2026Q2: 4,619 shares; 2026Q3: 3,829 shares 3,829 $233K 0.19% -790 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 465 shares 465 $232K 0.19% 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,590 shares; 2026Q1: 8,688 shares; 2026Q2: 7,859 shares; 2026Q3: 8,016 shares 8,016 $220K 0.18% +157 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 494 shares; 2025Q1: 494 shares; 2025Q2: 494 shares; 2025Q3: 494 shares; 2025Q4: 428 shares; 2026Q1: not reported; 2026Q2: 428 shares; 2026Q3: 428 shares 428 $218K 0.18% 0 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; 2024Q4: 7,801 shares; 2025Q1: 5,049 shares; 2025Q2: 5,046 shares; 2025Q3: 4,595 shares; 2025Q4: 4,654 shares; 2026Q1: 4,654 shares; 2026Q2: 4,654 shares; 2026Q3: 2,739 shares 2,739 $214K 0.18% -1,915 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,800 shares; 2025Q1: 13,800 shares; 2025Q2: 13,700 shares; 2025Q3: 16,400 shares; 2025Q4: 16,400 shares; 2026Q1: 13,700 shares; 2026Q2: 13,700 shares; 2026Q3: 13,700 shares 13,700 $165K 0.14% 0 Timeline