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: 98,455 shares; 2024Q4: 107,993 shares; 2025Q1: 112,408 shares; 2025Q2: 115,547 shares; 2025Q3: 119,501 shares; 2025Q4: 122,594 shares; 2026Q1: 129,055 shares; 2026Q2: 131,326 shares 131,326 $48.6M 13.54% +2,271 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 973,305 shares; 2024Q4: 967,502 shares; 2025Q1: 911,008 shares; 2025Q2: 893,262 shares; 2025Q3: 942,042 shares; 2025Q4: 1,011,006 shares; 2026Q1: 1,102,242 shares; 2026Q2: 1,147,703 shares 1,147,703 $45.3M 12.62% +45,461 Timeline FLXR TCW ETF TRUST More: the full row for TCW 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: 668,998 shares; 2025Q3: 692,779 shares; 2025Q4: 738,344 shares; 2026Q1: 793,655 shares; 2026Q2: 819,626 shares 819,626 $32.1M 8.95% +25,971 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: 302,202 shares; 2024Q4: 316,543 shares; 2025Q1: 338,778 shares; 2025Q2: 407,736 shares; 2025Q3: 437,192 shares; 2025Q4: 475,730 shares; 2026Q1: 513,824 shares; 2026Q2: 532,671 shares 532,671 $31M 8.63% +18,847 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 618,047 shares; 2024Q4: 669,853 shares; 2025Q1: 726,123 shares; 2025Q2: 727,083 shares; 2025Q3: 735,865 shares; 2025Q4: 759,127 shares; 2026Q1: 769,272 shares; 2026Q2: 736,803 shares 736,803 $29.6M 8.25% -32,469 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 491,773 shares; 2024Q4: 502,664 shares; 2025Q1: 512,961 shares; 2025Q2: 518,697 shares; 2025Q3: 521,207 shares; 2025Q4: 530,647 shares; 2026Q1: 538,875 shares; 2026Q2: 540,576 shares 540,576 $27.9M 7.78% +1,701 Timeline VGIT 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: 157 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 313,631 shares; 2026Q2: 320,043 shares 320,043 $18.9M 5.26% +6,412 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 282,597 shares; 2024Q4: 331,751 shares; 2025Q1: 347,068 shares; 2025Q2: 334,151 shares; 2025Q3: 345,495 shares; 2025Q4: 358,621 shares; 2026Q1: 369,287 shares; 2026Q2: 375,773 shares 375,773 $15.5M 4.32% +6,486 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: 157,319 shares; 2024Q4: 467,303 shares; 2025Q1: 469,418 shares; 2025Q2: 449,003 shares; 2025Q3: 448,166 shares; 2025Q4: 458,881 shares; 2026Q1: 446,063 shares; 2026Q2: 445,652 shares 445,652 $13.1M 3.65% -411 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: 43,105 shares; 2024Q4: 42,283 shares; 2025Q1: 46,929 shares; 2025Q2: 41,718 shares; 2025Q3: 40,761 shares; 2025Q4: 38,195 shares; 2026Q1: 39,019 shares; 2026Q2: 38,576 shares 38,576 $11.2M 3.11% -443 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: 117,506 shares; 2024Q4: 115,339 shares; 2025Q1: 114,367 shares; 2025Q2: 113,850 shares; 2025Q3: 111,711 shares; 2025Q4: 109,702 shares; 2026Q1: 109,688 shares; 2026Q2: 108,424 shares 108,424 $9.53M 2.65% -1,264 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,081 shares; 2024Q4: 55,022 shares; 2025Q1: 54,078 shares; 2025Q2: 55,031 shares; 2025Q3: 55,025 shares; 2025Q4: 54,497 shares; 2026Q1: 54,498 shares; 2026Q2: 54,499 shares 54,499 $6.98M 1.94% +1 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: 9,718 shares; 2024Q4: 9,571 shares; 2025Q1: 9,491 shares; 2025Q2: 9,330 shares; 2025Q3: 8,423 shares; 2025Q4: 8,095 shares; 2026Q1: 8,055 shares; 2026Q2: 8,180 shares 8,180 $6.13M 1.71% +125 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 71,784 shares; 2024Q4: 70,914 shares; 2025Q1: 69,726 shares; 2025Q2: 70,323 shares; 2025Q3: 69,640 shares; 2025Q4: 69,966 shares; 2026Q1: 66,770 shares; 2026Q2: 67,701 shares 67,701 $5.61M 1.56% +931 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: 60,535 shares; 2024Q4: 59,714 shares; 2025Q1: 59,400 shares; 2025Q2: 58,519 shares; 2025Q3: 58,236 shares; 2025Q4: 58,266 shares; 2026Q1: 56,668 shares; 2026Q2: 58,356 shares 58,356 $4.16M 1.16% +1,688 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: 1,063 shares; 2024Q4: 841 shares; 2025Q1: 1,603 shares; 2025Q2: 13,308 shares; 2025Q3: 8,581 shares; 2025Q4: 8,396 shares; 2026Q1: 8,386 shares; 2026Q2: 8,381 shares 8,381 $3.53M 0.98% -5 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: 43,952 shares; 2024Q4: 43,852 shares; 2025Q1: 43,589 shares; 2025Q2: 17,349 shares; 2025Q3: 17,349 shares; 2025Q4: 17,478 shares; 2026Q1: 17,367 shares; 2026Q2: 17,367 shares 17,367 $2.85M 0.79% 0 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: 5,585 shares; 2024Q4: 5,343 shares; 2025Q1: 9,899 shares; 2025Q2: 7,796 shares; 2025Q3: 7,229 shares; 2025Q4: 7,066 shares; 2026Q1: 6,968 shares; 2026Q2: 6,930 shares 6,930 $2.45M 0.68% -38 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: 14,602 shares; 2024Q4: 14,640 shares; 2025Q1: 20,760 shares; 2025Q2: 12,717 shares; 2025Q3: 11,293 shares; 2025Q4: 11,854 shares; 2026Q1: 13,402 shares; 2026Q2: 12,223 shares 12,223 $2.45M 0.68% -1,179 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: 8,572 shares; 2024Q4: 8,676 shares; 2025Q1: 11,277 shares; 2025Q2: 8,587 shares; 2025Q3: 7,975 shares; 2025Q4: 8,054 shares; 2026Q1: 9,028 shares; 2026Q2: 8,748 shares 8,748 $2.09M 0.58% -280 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: 10,162 shares; 2024Q4: 10,369 shares; 2025Q1: 10,790 shares; 2025Q2: 12,400 shares; 2025Q3: 12,348 shares; 2025Q4: 12,527 shares; 2026Q1: 12,789 shares; 2026Q2: 12,727 shares 12,727 $2.08M 0.58% -62 Timeline DFSU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,267 shares; 2024Q4: 28,574 shares; 2025Q1: 38,707 shares; 2025Q2: 40,239 shares; 2025Q3: 41,117 shares; 2025Q4: 40,186 shares; 2026Q1: 39,429 shares; 2026Q2: 40,489 shares 40,489 $1.89M 0.53% +1,060 Timeline STUB STUBHUB HLDGS INC More: the full row for STUBHUB HLDGS 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: 139,135 shares; 2026Q2: 131,535 shares 131,535 $1.69M 0.47% -7,600 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: 1,627 shares; 2024Q4: 1,754 shares; 2025Q1: 8,507 shares; 2025Q2: 3,781 shares; 2025Q3: 3,287 shares; 2025Q4: 3,331 shares; 2026Q1: 5,303 shares; 2026Q2: 4,490 shares 4,490 $1.6M 0.45% -813 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,906 shares; 2024Q4: 50,025 shares; 2025Q1: 49,561 shares; 2025Q2: 57,815 shares; 2025Q3: 57,069 shares; 2025Q4: 56,892 shares; 2026Q1: 55,361 shares; 2026Q2: 54,435 shares 54,435 $1.58M 0.44% -926 Timeline SPTM 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: 21,360 shares; 2024Q4: 20,883 shares; 2025Q1: 20,614 shares; 2025Q2: 20,534 shares; 2025Q3: 18,376 shares; 2025Q4: 16,877 shares; 2026Q1: 16,160 shares; 2026Q2: 15,017 shares 15,017 $1.36M 0.38% -1,143 Timeline DX DYNEX CAP INC More: the full row for DYNEX CAP 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: 83,931 shares; 2026Q2: 87,228 shares 87,228 $1.14M 0.32% +3,297 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: 12,534 shares; 2024Q4: 37,602 shares; 2025Q1: 37,602 shares; 2025Q2: 36,085 shares; 2025Q3: 35,014 shares; 2025Q4: 35,119 shares; 2026Q1: 35,119 shares; 2026Q2: 35,119 shares 35,119 $1.11M 0.31% 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; 2024Q3: 5,320 shares; 2024Q4: 4,772 shares; 2025Q1: 4,666 shares; 2025Q2: 4,572 shares; 2025Q3: 4,496 shares; 2025Q4: 4,538 shares; 2026Q1: 4,538 shares; 2026Q2: 4,435 shares 4,435 $1.05M 0.29% -103 Timeline SCHE 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: 29,815 shares; 2024Q4: 29,577 shares; 2025Q1: 29,535 shares; 2025Q2: 29,392 shares; 2025Q3: 29,392 shares; 2025Q4: 29,392 shares; 2026Q1: 29,392 shares; 2026Q2: 28,720 shares 28,720 $1.04M 0.29% -672 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: 852 shares; 2024Q4: 1,392 shares; 2025Q1: 1,392 shares; 2025Q2: 1,392 shares; 2025Q3: 1,392 shares; 2025Q4: 1,392 shares; 2026Q1: 1,392 shares; 2026Q2: 1,392 shares 1,392 $1.04M 0.29% 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: 1,921 shares; 2024Q4: 1,921 shares; 2025Q1: 1,921 shares; 2025Q2: 1,921 shares; 2025Q3: 1,914 shares; 2025Q4: 1,914 shares; 2026Q1: 1,505 shares; 2026Q2: 1,505 shares 1,505 $1.03M 0.29% 0 Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,460 shares; 2024Q4: 5,285 shares; 2025Q1: 5,487 shares; 2025Q2: 5,482 shares; 2025Q3: 5,482 shares; 2025Q4: 5,482 shares; 2026Q1: 6,282 shares; 2026Q2: 5,882 shares 5,882 $1.02M 0.28% -400 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: 15,519 shares; 2024Q4: 16,428 shares; 2025Q1: 18,137 shares; 2025Q2: 18,047 shares; 2025Q3: 17,815 shares; 2025Q4: 17,992 shares; 2026Q1: 17,636 shares; 2026Q2: 17,117 shares 17,117 $936K 0.26% -519 Timeline DFSE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,469 shares; 2024Q4: 14,837 shares; 2025Q1: 19,945 shares; 2025Q2: 19,960 shares; 2025Q3: 20,010 shares; 2025Q4: 20,176 shares; 2026Q1: 18,482 shares; 2026Q2: 18,361 shares 18,361 $897K 0.25% -121 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: 5,501 shares; 2024Q4: 5,273 shares; 2025Q1: 4,470 shares; 2025Q2: 1,589 shares; 2025Q3: 1,465 shares; 2025Q4: 1,461 shares; 2026Q1: 1,514 shares; 2026Q2: 1,590 shares 1,590 $896K 0.25% +76 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,085 shares; 2024Q4: 1,085 shares; 2025Q1: 1,121 shares; 2025Q2: 1,088 shares; 2025Q3: 1,085 shares; 2025Q4: 1,085 shares; 2026Q1: 1,085 shares; 2026Q2: 1,086 shares 1,086 $829K 0.23% +1 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,744 shares; 2024Q4: 15,350 shares; 2025Q1: 17,858 shares; 2025Q2: 15,250 shares; 2025Q3: 15,019 shares; 2025Q4: 15,008 shares; 2026Q1: 13,691 shares; 2026Q2: 13,411 shares 13,411 $800K 0.22% -280 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: 16,552 shares; 2024Q4: 16,506 shares; 2025Q1: 16,304 shares; 2025Q2: 16,215 shares; 2025Q3: 15,855 shares; 2025Q4: 15,378 shares; 2026Q1: 15,060 shares; 2026Q2: 14,768 shares 14,768 $765K 0.21% -292 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,754 shares; 2026Q2: 1,159 shares 1,159 $673K 0.19% -595 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,492 shares; 2024Q4: 14,492 shares; 2025Q1: 14,490 shares; 2025Q2: 14,490 shares; 2025Q3: 14,490 shares; 2025Q4: 14,050 shares; 2026Q1: 14,050 shares; 2026Q2: 14,050 shares 14,050 $623K 0.17% 0 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: 3,388 shares; 2024Q4: 3,043 shares; 2025Q1: 4,865 shares; 2025Q2: 2,855 shares; 2025Q3: 2,394 shares; 2025Q4: 2,431 shares; 2026Q1: 1,756 shares; 2026Q2: 1,657 shares 1,657 $618K 0.17% -99 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: 1,880 shares; 2024Q4: 1,907 shares; 2025Q1: 5,302 shares; 2025Q2: 1,942 shares; 2025Q3: 1,814 shares; 2025Q4: 1,843 shares; 2026Q1: 1,814 shares; 2026Q2: 1,844 shares 1,844 $604K 0.17% +30 Timeline PRF 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: 10,820 shares; 2024Q4: 10,820 shares; 2025Q1: 10,820 shares; 2025Q2: 10,820 shares; 2025Q3: 10,820 shares; 2025Q4: 10,820 shares; 2026Q1: 10,820 shares; 2026Q2: 10,820 shares 10,820 $585K 0.16% 0 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,093 shares; 2024Q4: 14,455 shares; 2025Q1: 14,455 shares; 2025Q2: 14,946 shares; 2025Q3: 14,529 shares; 2025Q4: 14,529 shares; 2026Q1: 13,807 shares; 2026Q2: 13,596 shares 13,596 $553K 0.15% -211 Timeline DOCN DIGITALOCEAN HLDGS INC More: the full row for DIGITALOCEAN HLDGS 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: 3,257 shares; 2026Q2: 3,257 shares 3,257 $511K 0.14% 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: 4,070 shares; 2024Q4: 4,385 shares; 2025Q1: 4,871 shares; 2025Q2: 4,664 shares; 2025Q3: 4,662 shares; 2025Q4: 4,873 shares; 2026Q1: 4,848 shares; 2026Q2: 4,922 shares 4,922 $506K 0.14% +74 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,251 shares; 2024Q4: 8,369 shares; 2025Q1: 8,212 shares; 2025Q2: 6,973 shares; 2025Q3: 6,886 shares; 2025Q4: 6,886 shares; 2026Q1: 6,886 shares; 2026Q2: 6,893 shares 6,893 $497K 0.14% +7 Timeline DFSI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,110 shares; 2024Q4: 8,331 shares; 2025Q1: 10,781 shares; 2025Q2: 10,812 shares; 2025Q3: 10,879 shares; 2025Q4: 11,087 shares; 2026Q1: 10,132 shares; 2026Q2: 10,285 shares 10,285 $464K 0.13% +153 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: 6,672 shares; 2024Q4: 6,927 shares; 2025Q1: 6,104 shares; 2025Q2: 5,509 shares; 2025Q3: 5,509 shares; 2025Q4: 5,509 shares; 2026Q1: 5,509 shares; 2026Q2: 4,394 shares 4,394 $450K 0.13% -1,115 Timeline PDP 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: 2,933 shares; 2024Q4: 2,933 shares; 2025Q1: 2,933 shares; 2025Q2: 2,933 shares; 2025Q3: 2,933 shares; 2025Q4: 2,933 shares; 2026Q1: 2,933 shares; 2026Q2: 2,933 shares 2,933 $445K 0.12% 0 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: 746 shares; 2024Q4: 955 shares; 2025Q1: 1,298 shares; 2025Q2: 813 shares; 2025Q3: 953 shares; 2025Q4: 900 shares; 2026Q1: 891 shares; 2026Q2: 795 shares 795 $398K 0.11% -96 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,223 shares; 2024Q4: 7,233 shares; 2025Q1: 7,821 shares; 2025Q2: 6,414 shares; 2025Q3: 6,308 shares; 2025Q4: 6,308 shares; 2026Q1: 6,308 shares; 2026Q2: 6,317 shares 6,317 $360K 0.1% +9 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: 3,313 shares; 2024Q4: 3,622 shares; 2025Q1: 3,692 shares; 2025Q2: 3,443 shares; 2025Q3: 3,443 shares; 2025Q4: 3,443 shares; 2026Q1: 3,443 shares; 2026Q2: 3,443 shares 3,443 $358K 0.1% 0 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,780 shares; 2024Q4: 6,739 shares; 2025Q1: 3,306 shares; 2025Q2: 2,293 shares; 2025Q3: 2,284 shares; 2025Q4: 2,284 shares; 2026Q1: 2,284 shares; 2026Q2: 2,288 shares 2,288 $327K 0.09% +4 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES 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: 724 shares 724 $312K 0.09% new 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: 1,020 shares; 2025Q2: 4,932 shares; 2025Q3: 6,911 shares; 2025Q4: 9,689 shares; 2026Q1: 13,070 shares; 2026Q2: 12,559 shares 12,559 $303K 0.08% -511 Timeline AG FIRST MAJESTIC SILVER CORP More: the full row for FIRST MAJESTIC SILVER 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: 12,500 shares; 2026Q2: 17,500 shares 17,500 $297K 0.08% +5,000 Timeline UCON FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,152,025 shares; 2024Q4: 1,196,177 shares; 2025Q1: 1,270,289 shares; 2025Q2: 16,869 shares; 2025Q3: 15,222 shares; 2025Q4: 12,597 shares; 2026Q1: 12,082 shares; 2026Q2: 11,881 shares 11,881 $296K 0.08% -201 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 620 shares; 2024Q4: 660 shares; 2025Q1: 767 shares; 2025Q2: 736 shares; 2025Q3: 705 shares; 2025Q4: 712 shares; 2026Q1: 705 shares; 2026Q2: 716 shares 716 $285K 0.08% +11 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 254 shares; 2024Q4: 266 shares; 2025Q1: 567 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 237 shares; 2026Q1: 233 shares; 2026Q2: 236 shares 236 $283K 0.08% +3 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: 433 shares; 2024Q4: 1,054 shares; 2025Q1: 433 shares; 2025Q2: 395 shares; 2025Q3: not reported; 2025Q4: 366 shares; 2026Q1: 360 shares; 2026Q2: 376 shares 376 $277K 0.08% +16 Timeline INVH INVITATION HOMES INC More: the full row for INVITATION HOMES 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: 8,900 shares; 2026Q1: 8,923 shares; 2026Q2: 9,023 shares 9,023 $273K 0.08% +100 Timeline OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD ETF 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: 7,050 shares 7,050 $272K 0.08% new Timeline TFPM TRIPLE FLAG PRECIOUS METAL More: the full row for TRIPLE FLAG PRECIOUS METAL 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: 9,000 shares; 2026Q2: 9,000 shares 9,000 $270K 0.08% 0 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: 10,981 shares; 2024Q4: 8,415 shares; 2025Q1: 25,814 shares; 2025Q2: 8,220 shares; 2025Q3: 8,221 shares; 2025Q4: 10,680 shares; 2026Q1: 9,900 shares; 2026Q2: 9,239 shares 9,239 $256K 0.07% -661 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA 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: 215 shares 215 $253K 0.07% new 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: 1,746 shares; 2025Q2: 863 shares; 2025Q3: 795 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 673 shares 673 $252K 0.07% new 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: 1,370 shares; 2025Q2: not reported; 2025Q3: 980 shares; 2025Q4: 987 shares; 2026Q1: 980 shares; 2026Q2: 984 shares 984 $248K 0.07% +4 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,188 shares; 2024Q4: 1,195 shares; 2025Q1: 1,999 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 517 shares 517 $247K 0.07% new Timeline BIZD VANECK ETF TRUST More: the full row for VANECK 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: 28,700 shares; 2026Q1: 18,700 shares; 2026Q2: 19,421 shares 19,421 $246K 0.07% +721 Timeline GDX VANECK ETF TRUST More: the full row for VANECK 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: 2,359 shares; 2026Q1: 1,859 shares; 2026Q2: 3,209 shares 3,209 $242K 0.07% +1,350 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: 323 shares; 2024Q4: 337 shares; 2025Q1: 469 shares; 2025Q2: 358 shares; 2025Q3: 335 shares; 2025Q4: 3,370 shares; 2026Q1: 3,350 shares; 2026Q2: 3,361 shares 3,361 $240K 0.07% +11 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: 527 shares; 2024Q4: 523 shares; 2025Q1: 647 shares; 2025Q2: 485 shares; 2025Q3: 494 shares; 2025Q4: 2,345 shares; 2026Q1: 2,345 shares; 2026Q2: 2,370 shares 2,370 $235K 0.07% +25 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 667 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 600 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 601 shares 601 $226K 0.06% new Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,300 shares; 2024Q4: 9,389 shares; 2025Q1: 10,407 shares; 2025Q2: 9,310 shares; 2025Q3: 9,250 shares; 2025Q4: 7,400 shares; 2026Q1: 6,475 shares; 2026Q2: 6,475 shares 6,475 $220K 0.06% 0 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS 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: 1,574 shares 1,574 $219K 0.06% new 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: 651 shares; 2024Q4: 661 shares; 2025Q1: 651 shares; 2025Q2: 651 shares; 2025Q3: 762 shares; 2025Q4: 650 shares; 2026Q1: 650 shares; 2026Q2: 2,660 shares 2,660 $214K 0.06% +2,010 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,070 shares; 2025Q2: 2,386 shares; 2025Q3: 2,300 shares; 2025Q4: 2,323 shares; 2026Q1: 2,300 shares; 2026Q2: 2,305 shares 2,305 $213K 0.06% +5 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR 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: 195 shares 195 $208K 0.06% new 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: 1,003 shares; 2024Q4: 1,017 shares; 2025Q1: 1,024 shares; 2025Q2: 1,036 shares; 2025Q3: 2,047 shares; 2025Q4: 3,194 shares; 2026Q1: 2,150 shares; 2026Q2: 2,175 shares 2,175 $188K 0.05% +25 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: 1,781 shares; 2024Q4: 1,781 shares; 2025Q1: 1,781 shares; 2025Q2: 1,781 shares; 2025Q3: 1,574 shares; 2025Q4: 1,574 shares; 2026Q1: 1,574 shares; 2026Q2: 1,574 shares 1,574 $187K 0.05% 0 Timeline GDXJ VANECK ETF TRUST More: the full row for VANECK 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: 2,044 shares; 2026Q1: 902 shares; 2026Q2: 1,802 shares 1,802 $177K 0.05% +900 Timeline IVR INVESCO MORTGAGE CAPITAL INC More: the full row for INVESCO MORTGAGE CAPITAL 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: 20,292 shares; 2026Q2: 21,196 shares 21,196 $167K 0.05% +904 Timeline BTG B2GOLD CORP More: the full row for B2GOLD 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: 23,500 shares; 2026Q2: 43,500 shares 43,500 $163K 0.05% +20,000 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: 2,136 shares; 2024Q4: 2,011 shares; 2025Q1: 2,011 shares; 2025Q2: 2,011 shares; 2025Q3: 2,011 shares; 2025Q4: 2,011 shares; 2026Q1: 2,011 shares; 2026Q2: 2,011 shares 2,011 $155K 0.04% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 697 shares 697 $153K 0.04% new 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: 354 shares; 2024Q4: 354 shares; 2025Q1: 354 shares; 2025Q2: 471 shares; 2025Q3: 307 shares; 2025Q4: 307 shares; 2026Q1: 307 shares; 2026Q2: 1,228 shares 1,228 $152K 0.04% +921 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: 1,555 shares; 2024Q4: 1,555 shares; 2025Q1: 1,155 shares; 2025Q2: 889 shares; 2025Q3: 485 shares; 2025Q4: 485 shares; 2026Q1: 485 shares; 2026Q2: 500 shares 500 $152K 0.04% +15 Timeline NVG NUVEEN AMT FREE MUN CR INC F More: the full row for NUVEEN AMT FREE MUN CR INC F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,000 shares; 2024Q4: 18,444 shares; 2025Q1: 13,486 shares; 2025Q2: 13,751 shares; 2025Q3: 14,027 shares; 2025Q4: 14,383 shares; 2026Q1: 11,198 shares; 2026Q2: 11,411 shares 11,411 $146K 0.04% +213 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: 234 shares; 2024Q4: 234 shares; 2025Q1: 234 shares; 2025Q2: 234 shares; 2025Q3: 234 shares; 2025Q4: 234 shares; 2026Q1: 234 shares; 2026Q2: 1,039 shares 1,039 $143K 0.04% +805 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: 318 shares; 2024Q4: 475 shares; 2025Q1: 1,112 shares; 2025Q2: 547 shares; 2025Q3: 475 shares; 2025Q4: 475 shares; 2026Q1: 475 shares; 2026Q2: 475 shares 475 $143K 0.04% 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: 3,045 shares; 2024Q4: 3,045 shares; 2025Q1: 2,926 shares; 2025Q2: 2,912 shares; 2025Q3: 2,912 shares; 2025Q4: 2,896 shares; 2026Q1: 2,805 shares; 2026Q2: 2,801 shares 2,801 $141K 0.04% -4 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: 1,088 shares; 2024Q4: 1,108 shares; 2025Q1: 1,088 shares; 2025Q2: 1,088 shares; 2025Q3: 1,098 shares; 2025Q4: 1,088 shares; 2026Q1: 683 shares; 2026Q2: 868 shares 868 $129K 0.04% +185 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 457 shares 457 $104K 0.03% new Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 126 shares; 2024Q4: 126 shares; 2025Q1: 126 shares; 2025Q2: 413 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 137 shares 137 $87.8K 0.02% new Timeline RSP 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: 409 shares; 2024Q4: 409 shares; 2025Q1: 409 shares; 2025Q2: 409 shares; 2025Q3: 409 shares; 2025Q4: 409 shares; 2026Q1: 409 shares; 2026Q2: 409 shares 409 $87K 0.02% 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: 353 shares; 2024Q4: 353 shares; 2025Q1: 353 shares; 2025Q2: 353 shares; 2025Q3: 353 shares; 2025Q4: 353 shares; 2026Q1: 353 shares; 2026Q2: 353 shares 353 $53.7K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 147 shares 147 $50.4K 0.01% new 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: 1,200 shares; 2025Q1: 3,230 shares; 2025Q2: 1,200 shares; 2025Q3: 1,201 shares; 2025Q4: 1,201 shares; 2026Q1: 1,201 shares; 2026Q2: 1,201 shares 1,201 $43.4K 0.01% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 181 shares 181 $36.2K 0.01% new Timeline XBI 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: 228 shares 228 $36.1K 0.01% new 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: not reported; 2024Q4: 40 shares; 2025Q1: not reported; 2025Q2: 229 shares; 2025Q3: 229 shares; 2025Q4: 197 shares; 2026Q1: 201 shares; 2026Q2: 202 shares 202 $31.7K 0.01% +1 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL 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: not reported; 2026Q2: 303 shares 303 $24.9K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 249 shares 249 $24K 0.01% new Timeline EWT ISHARES INC More: the full row for ISHARES 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: 200 shares; 2026Q2: 200 shares 200 $21.7K 0.01% 0 Timeline EWJ ISHARES INC More: the full row for ISHARES 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: 200 shares 200 $18.7K 0.01% new Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 78 shares; 2024Q4: 78 shares; 2025Q1: 78 shares; 2025Q2: 78 shares; 2025Q3: 78 shares; 2025Q4: 78 shares; 2026Q1: 78 shares; 2026Q2: 78 shares 78 $17.3K <0.01% 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: 397 shares; 2024Q4: 397 shares; 2025Q1: 397 shares; 2025Q2: 397 shares; 2025Q3: 397 shares; 2025Q4: 397 shares; 2026Q1: 397 shares; 2026Q2: 397 shares 397 $16.6K <0.01% 0 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 186 shares; 2024Q4: 186 shares; 2025Q1: 186 shares; 2025Q2: 186 shares; 2025Q3: 186 shares; 2025Q4: 186 shares; 2026Q1: 186 shares; 2026Q2: 186 shares 186 $12.7K <0.01% 0 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 150 shares; 2024Q4: 150 shares; 2025Q1: 150 shares; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 150 shares; 2026Q1: 150 shares; 2026Q2: 150 shares 150 $10.1K <0.01% 0 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 38 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 15 shares 15 $5.16K <0.01% new Timeline VPL VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 25 shares 25 $2.89K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 35 shares 35 $2.77K <0.01% new Timeline VGK 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: 120 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 30 shares 30 $2.66K <0.01% new Timeline FXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 109 shares; 2024Q4: 170 shares; 2025Q1: 60 shares; 2025Q2: 60 shares; 2025Q3: 60 shares; 2025Q4: 60 shares; 2026Q1: 60 shares; 2026Q2: 60 shares 60 $1.9K <0.01% 0 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares; 2026Q2: 1 shares 1 $70 <0.01% 0 Timeline FNDA 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: 800 shares; 2024Q4: 1,600 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares; 2026Q2: 1 shares 1 $33 <0.01% 0 Timeline SPIB 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: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares; 2026Q2: 1 shares 1 $30 <0.01% 0 Timeline SCHP 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: 358 shares; 2025Q2: not reported; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares; 2026Q2: 1 shares 1 $23 <0.01% 0 Timeline EBND 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: 382 shares; 2025Q2: not reported; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares; 2026Q2: 1 shares 1 $21 <0.01% 0 Timeline SCHR 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: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares; 2026Q2: 1 shares 1 $15 <0.01% 0 Timeline