ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 329,042 shares; 2024Q4: 346,888 shares; 2025Q1: 364,219 shares; 2025Q2: not loaded; 2025Q3: 401,264 shares; 2025Q4: 409,651 shares; 2026Q1: 423,213 shares; 2026Q2: 434,001 shares 434,001 $44.6M 12.65% +10,788 Timeline EFIV 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: 193,075 shares; 2024Q4: 216,530 shares; 2025Q1: 244,837 shares; 2025Q2: not loaded; 2025Q3: 474,179 shares; 2025Q4: 487,666 shares; 2026Q1: 518,574 shares; 2026Q2: 528,913 shares 528,913 $38.6M 10.93% +10,339 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: 161,246 shares; 2024Q4: 158,204 shares; 2025Q1: 153,580 shares; 2025Q2: not loaded; 2025Q3: 140,096 shares; 2025Q4: 140,096 shares; 2026Q1: 137,988 shares; 2026Q2: 136,615 shares 136,615 $27.3M 7.75% -1,373 Timeline ESGV 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: 252,975 shares; 2024Q4: 251,085 shares; 2025Q1: 254,139 shares; 2025Q2: not loaded; 2025Q3: 186,241 shares; 2025Q4: 185,828 shares; 2026Q1: 185,257 shares; 2026Q2: 192,912 shares 192,912 $25.5M 7.23% +7,655 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 347,352 shares; 2024Q4: 369,912 shares; 2025Q1: 377,333 shares; 2025Q2: not loaded; 2025Q3: 427,893 shares; 2025Q4: 438,835 shares; 2026Q1: 460,742 shares; 2026Q2: 490,066 shares 490,066 $23.2M 6.58% +29,324 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: 75,888 shares; 2024Q4: 75,086 shares; 2025Q1: 73,273 shares; 2025Q2: not loaded; 2025Q3: 69,047 shares; 2025Q4: 68,786 shares; 2026Q1: 65,212 shares; 2026Q2: 64,772 shares 64,772 $18.7M 5.31% -440 Timeline VCRB VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 70,424 shares; 2025Q2: not loaded; 2025Q3: 166,361 shares; 2025Q4: 171,454 shares; 2026Q1: 172,746 shares; 2026Q2: 182,514 shares 182,514 $14.1M 3.99% +9,768 Timeline GARP 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: 102,656 shares; 2025Q2: not loaded; 2025Q3: 144,951 shares; 2025Q4: 147,659 shares; 2026Q1: 151,137 shares; 2026Q2: 143,651 shares 143,651 $11.9M 3.36% -7,486 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: 33,909 shares; 2024Q4: 33,651 shares; 2025Q1: 33,428 shares; 2025Q2: not loaded; 2025Q3: 31,366 shares; 2025Q4: 31,295 shares; 2026Q1: 30,725 shares; 2026Q2: 30,611 shares 30,611 $11.4M 3.24% -114 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: 130,163 shares; 2024Q4: 128,290 shares; 2025Q1: 140,563 shares; 2025Q2: not loaded; 2025Q3: 155,925 shares; 2025Q4: 160,999 shares; 2026Q1: 166,267 shares; 2026Q2: 162,652 shares 162,652 $9.89M 2.8% -3,615 Timeline HYGV FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,421 shares; 2024Q4: 52,141 shares; 2025Q1: 102,620 shares; 2025Q2: not loaded; 2025Q3: 169,803 shares; 2025Q4: 174,362 shares; 2026Q1: 186,679 shares; 2026Q2: 200,799 shares 200,799 $8.08M 2.29% +14,120 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: 25,122 shares; 2024Q4: 24,164 shares; 2025Q1: 13,255 shares; 2025Q2: not loaded; 2025Q3: 9,178 shares; 2025Q4: 9,168 shares; 2026Q1: 8,899 shares; 2026Q2: 9,074 shares 9,074 $6.68M 1.89% +175 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: 9,482 shares; 2024Q4: 9,462 shares; 2025Q1: 9,384 shares; 2025Q2: not loaded; 2025Q3: 9,112 shares; 2025Q4: 9,108 shares; 2026Q1: 8,930 shares; 2026Q2: 8,914 shares 8,914 $6.68M 1.89% -16 Timeline ESG FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 81,911 shares; 2024Q4: 80,893 shares; 2025Q1: 67,373 shares; 2025Q2: not loaded; 2025Q3: 33,725 shares; 2025Q4: 33,293 shares; 2026Q1: 33,184 shares; 2026Q2: 32,604 shares 32,604 $5.73M 1.62% -580 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,792 shares; 2024Q4: 33,120 shares; 2025Q1: 32,984 shares; 2025Q2: not loaded; 2025Q3: 34,795 shares; 2025Q4: 34,679 shares; 2026Q1: 34,689 shares; 2026Q2: 34,653 shares 34,653 $5.35M 1.52% -36 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 142,556 shares; 2024Q4: 158,258 shares; 2025Q1: 155,854 shares; 2025Q2: not loaded; 2025Q3: 173,012 shares; 2025Q4: 177,969 shares; 2026Q1: 182,754 shares; 2026Q2: 189,217 shares 189,217 $4.31M 1.22% +6,463 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,136 shares; 2024Q4: 43,152 shares; 2025Q1: 42,900 shares; 2025Q2: not loaded; 2025Q3: 40,638 shares; 2025Q4: 40,631 shares; 2026Q1: 40,771 shares; 2026Q2: 40,993 shares 40,993 $3.91M 1.11% +222 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: 4,094 shares; 2024Q4: 4,276 shares; 2025Q1: 4,277 shares; 2025Q2: not loaded; 2025Q3: 4,728 shares; 2025Q4: 4,971 shares; 2026Q1: 4,680 shares; 2026Q2: 4,898 shares 4,898 $3.67M 1.04% +218 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: 4,728 shares; 2024Q4: 4,771 shares; 2025Q1: 4,777 shares; 2025Q2: not loaded; 2025Q3: 5,305 shares; 2025Q4: 5,300 shares; 2026Q1: 5,254 shares; 2026Q2: 5,257 shares 5,257 $3.61M 1.02% +3 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,586 shares; 2024Q4: 9,586 shares; 2025Q1: 9,586 shares; 2025Q2: not loaded; 2025Q3: 9,586 shares; 2025Q4: 9,586 shares; 2026Q1: 9,586 shares; 2026Q2: 9,586 shares 9,586 $3.02M 0.85% 0 Timeline VSGX 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: 35,336 shares; 2024Q4: 35,299 shares; 2025Q1: 35,191 shares; 2025Q2: not loaded; 2025Q3: 37,104 shares; 2025Q4: 36,727 shares; 2026Q1: 36,690 shares; 2026Q2: 36,426 shares 36,426 $3M 0.85% -264 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: 2,976 shares; 2024Q4: 2,947 shares; 2025Q1: 2,948 shares; 2025Q2: not loaded; 2025Q3: 2,991 shares; 2025Q4: 2,991 shares; 2026Q1: 2,987 shares; 2026Q2: 2,981 shares 2,981 $2.79M 0.79% -6 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,697 shares; 2024Q4: 6,697 shares; 2025Q1: 6,766 shares; 2025Q2: not loaded; 2025Q3: 6,893 shares; 2025Q4: 6,906 shares; 2026Q1: 6,906 shares; 2026Q2: 6,919 shares 6,919 $2.55M 0.72% +13 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,556 shares; 2024Q4: 34,093 shares; 2025Q1: 33,462 shares; 2025Q2: not loaded; 2025Q3: 32,760 shares; 2025Q4: 32,643 shares; 2026Q1: 31,110 shares; 2026Q2: 28,252 shares 28,252 $2.42M 0.68% -2,858 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: 6,118 shares; 2024Q4: 5,857 shares; 2025Q1: 5,720 shares; 2025Q2: not loaded; 2025Q3: 4,627 shares; 2025Q4: 4,600 shares; 2026Q1: 4,489 shares; 2026Q2: 26,174 shares 26,174 $2.25M 0.64% +21,685 Timeline NUBD NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 144,763 shares; 2024Q4: 144,272 shares; 2025Q1: 110,776 shares; 2025Q2: not loaded; 2025Q3: 92,974 shares; 2025Q4: 92,318 shares; 2026Q1: 92,355 shares; 2026Q2: 89,440 shares 89,440 $1.98M 0.56% -2,915 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: 3,791 shares; 2024Q4: 3,791 shares; 2025Q1: 3,791 shares; 2025Q2: not loaded; 2025Q3: 3,791 shares; 2025Q4: 3,791 shares; 2026Q1: 3,791 shares; 2026Q2: 3,791 shares 3,791 $1.9M 0.54% 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: 20,161 shares; 2024Q4: 19,680 shares; 2025Q1: 13,560 shares; 2025Q2: not loaded; 2025Q3: 6,225 shares; 2025Q4: 7,124 shares; 2026Q1: 17,712 shares; 2026Q2: 19,113 shares 19,113 $1.89M 0.54% +1,401 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: 34,902 shares; 2024Q4: 33,721 shares; 2025Q1: 28,133 shares; 2025Q2: not loaded; 2025Q3: 13,403 shares; 2025Q4: 13,398 shares; 2026Q1: 13,015 shares; 2026Q2: 12,347 shares 12,347 $1.83M 0.52% -668 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,500 shares; 2024Q4: 2,500 shares; 2025Q1: 2,500 shares; 2025Q2: not loaded; 2025Q3: 2,500 shares; 2025Q4: 2,500 shares; 2026Q1: 2,500 shares; 2026Q2: 2,500 shares 2,500 $1.76M 0.5% 0 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,667 shares; 2024Q4: 6,667 shares; 2025Q1: 6,667 shares; 2025Q2: not loaded; 2025Q3: 6,667 shares; 2025Q4: 6,667 shares; 2026Q1: 6,667 shares; 2026Q2: 6,667 shares 6,667 $1.68M 0.48% 0 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,362 shares; 2024Q4: 15,362 shares; 2025Q1: 15,362 shares; 2025Q2: not loaded; 2025Q3: 15,362 shares; 2025Q4: 15,362 shares; 2026Q1: 15,362 shares; 2026Q2: 15,362 shares 15,362 $1.64M 0.46% 0 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,800 shares; 2024Q4: 5,800 shares; 2025Q1: 5,800 shares; 2025Q2: not loaded; 2025Q3: 5,800 shares; 2025Q4: 5,800 shares; 2026Q1: 5,800 shares; 2026Q2: 5,800 shares 5,800 $1.58M 0.45% 0 Timeline FVD 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: 54,551 shares; 2024Q4: 54,200 shares; 2025Q1: 48,001 shares; 2025Q2: not loaded; 2025Q3: 44,966 shares; 2025Q4: 39,561 shares; 2026Q1: 32,282 shares; 2026Q2: 30,503 shares 30,503 $1.47M 0.42% -1,779 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,365 shares; 2024Q4: 5,025 shares; 2025Q1: 4,891 shares; 2025Q2: not loaded; 2025Q3: 4,332 shares; 2025Q4: 4,327 shares; 2026Q1: 4,297 shares; 2026Q2: 4,259 shares 4,259 $1.46M 0.41% -38 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: 1,957 shares; 2024Q4: 1,957 shares; 2025Q1: 1,957 shares; 2025Q2: not loaded; 2025Q3: 1,913 shares; 2025Q4: 19,130 shares; 2026Q1: 19,111 shares; 2026Q2: 19,093 shares 19,093 $1.36M 0.39% -18 Timeline BBUS 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: 8,165 shares; 2024Q4: 8,208 shares; 2025Q1: 9,237 shares; 2025Q2: not loaded; 2025Q3: 9,245 shares; 2025Q4: 9,825 shares; 2026Q1: 10,061 shares; 2026Q2: 10,104 shares 10,104 $1.36M 0.39% +43 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,027 shares; 2024Q4: 7,877 shares; 2025Q1: 7,793 shares; 2025Q2: not loaded; 2025Q3: 6,722 shares; 2025Q4: 6,661 shares; 2026Q1: 6,514 shares; 2026Q2: 6,282 shares 6,282 $1.34M 0.38% -232 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,300 shares; 2024Q4: 2,300 shares; 2025Q1: 2,300 shares; 2025Q2: not loaded; 2025Q3: 1,800 shares; 2025Q4: 1,800 shares; 2026Q1: 1,800 shares; 2026Q2: 1,800 shares 1,800 $1.3M 0.37% 0 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: 19,397 shares; 2024Q4: 20,577 shares; 2025Q1: 20,871 shares; 2025Q2: not loaded; 2025Q3: 17,995 shares; 2025Q4: 18,437 shares; 2026Q1: 17,164 shares; 2026Q2: 17,567 shares 17,567 $1.25M 0.35% +403 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: 24,729 shares; 2024Q4: 24,729 shares; 2025Q1: 24,729 shares; 2025Q2: not loaded; 2025Q3: 24,729 shares; 2025Q4: 24,729 shares; 2026Q1: 26,309 shares; 2026Q2: 26,309 shares 26,309 $1.2M 0.34% 0 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,059 shares; 2024Q4: 6,932 shares; 2025Q1: 6,860 shares; 2025Q2: not loaded; 2025Q3: 5,577 shares; 2025Q4: 5,572 shares; 2026Q1: 5,336 shares; 2026Q2: 5,222 shares 5,222 $1.15M 0.33% -114 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: 3,532 shares; 2024Q4: 3,416 shares; 2025Q1: 3,371 shares; 2025Q2: not loaded; 2025Q3: 3,493 shares; 2025Q4: 3,483 shares; 2026Q1: 3,413 shares; 2026Q2: 3,211 shares 3,211 $1.13M 0.32% -202 Timeline HYXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 86,890 shares; 2024Q4: 92,631 shares; 2025Q1: 60,739 shares; 2025Q2: not loaded; 2025Q3: 25,137 shares; 2025Q4: 24,940 shares; 2026Q1: 24,007 shares; 2026Q2: 24,011 shares 24,011 $1.12M 0.32% +4 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: 3,160 shares; 2024Q4: 3,160 shares; 2025Q1: 3,160 shares; 2025Q2: not loaded; 2025Q3: 2,855 shares; 2025Q4: 2,855 shares; 2026Q1: 2,855 shares; 2026Q2: 2,855 shares 2,855 $1.01M 0.29% 0 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,316 shares; 2024Q4: 1,316 shares; 2025Q1: 1,316 shares; 2025Q2: not loaded; 2025Q3: 1,316 shares; 2025Q4: 1,316 shares; 2026Q1: 1,316 shares; 2026Q2: 1,316 shares 1,316 $997K 0.28% 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: 4,320 shares; 2024Q4: 4,267 shares; 2025Q1: 4,267 shares; 2025Q2: not loaded; 2025Q3: 4,007 shares; 2025Q4: 3,988 shares; 2026Q1: 4,003 shares; 2026Q2: 4,087 shares 4,087 $974K 0.28% +84 Timeline VCIT 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: 9,536 shares; 2024Q4: 9,536 shares; 2025Q1: 9,536 shares; 2025Q2: not loaded; 2025Q3: 11,366 shares; 2025Q4: 11,366 shares; 2026Q1: 11,366 shares; 2026Q2: 11,366 shares 11,366 $939K 0.27% 0 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 800 shares; 2024Q4: 800 shares; 2025Q1: 800 shares; 2025Q2: not loaded; 2025Q3: 800 shares; 2025Q4: 800 shares; 2026Q1: 800 shares; 2026Q2: 800 shares 800 $906K 0.26% 0 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 750 shares; 2024Q4: 750 shares; 2025Q1: 750 shares; 2025Q2: not loaded; 2025Q3: 750 shares; 2025Q4: 750 shares; 2026Q1: 750 shares; 2026Q2: 750 shares 750 $896K 0.25% 0 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: 11,357 shares; 2024Q4: 11,357 shares; 2025Q1: 11,171 shares; 2025Q2: not loaded; 2025Q3: 10,435 shares; 2025Q4: 10,435 shares; 2026Q1: 8,286 shares; 2026Q2: 8,286 shares 8,286 $891K 0.25% 0 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: 11,374 shares; 2024Q4: 11,374 shares; 2025Q1: 11,374 shares; 2025Q2: not loaded; 2025Q3: 11,374 shares; 2025Q4: 11,324 shares; 2026Q1: 11,324 shares; 2026Q2: 11,324 shares 11,324 $858K 0.24% 0 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: 1,964 shares; 2024Q4: 2,149 shares; 2025Q1: 2,158 shares; 2025Q2: not loaded; 2025Q3: 2,517 shares; 2025Q4: 2,630 shares; 2026Q1: 2,469 shares; 2026Q2: 10,555 shares 10,555 $850K 0.24% +8,086 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: 10,776 shares; 2024Q4: 10,776 shares; 2025Q1: 10,776 shares; 2025Q2: not loaded; 2025Q3: 10,776 shares; 2025Q4: 10,776 shares; 2026Q1: 10,776 shares; 2026Q2: 10,776 shares 10,776 $830K 0.24% 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: 3,476 shares; 2024Q4: 3,482 shares; 2025Q1: 3,490 shares; 2025Q2: not loaded; 2025Q3: 3,500 shares; 2025Q4: 3,508 shares; 2026Q1: 3,496 shares; 2026Q2: 3,496 shares 3,496 $827K 0.23% 0 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: 5,456 shares; 2024Q4: 5,099 shares; 2025Q1: 5,054 shares; 2025Q2: not loaded; 2025Q3: 3,048 shares; 2025Q4: 3,594 shares; 2026Q1: 3,731 shares; 2026Q2: 3,762 shares 3,762 $819K 0.23% +31 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: 3,427 shares; 2024Q4: 3,427 shares; 2025Q1: 3,427 shares; 2025Q2: not loaded; 2025Q3: 3,427 shares; 2025Q4: 3,427 shares; 2026Q1: 3,427 shares; 2026Q2: 3,427 shares 3,427 $751K 0.21% 0 Timeline NUHY NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,673 shares; 2024Q4: 32,417 shares; 2025Q1: 32,319 shares; 2025Q2: not loaded; 2025Q3: 32,208 shares; 2025Q4: 35,472 shares; 2026Q1: 34,577 shares; 2026Q2: 34,719 shares 34,719 $744K 0.21% +142 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: 4,590 shares; 2024Q4: 4,529 shares; 2025Q1: 4,229 shares; 2025Q2: not loaded; 2025Q3: 3,757 shares; 2025Q4: 3,753 shares; 2026Q1: 3,395 shares; 2026Q2: 3,283 shares 3,283 $731K 0.21% -112 Timeline BNDC FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 370,849 shares; 2024Q4: 368,137 shares; 2025Q1: 164,774 shares; 2025Q2: not loaded; 2025Q3: 37,200 shares; 2025Q4: 37,193 shares; 2026Q1: 36,841 shares; 2026Q2: 32,260 shares 32,260 $712K 0.2% -4,581 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,025 shares; 2024Q4: 2,021 shares; 2025Q1: 2,005 shares; 2025Q2: not loaded; 2025Q3: 1,583 shares; 2025Q4: 1,563 shares; 2026Q1: 1,427 shares; 2026Q2: 1,413 shares 1,413 $709K 0.2% -14 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: 1,405 shares; 2024Q4: 1,405 shares; 2025Q1: 1,405 shares; 2025Q2: not loaded; 2025Q3: 1,403 shares; 2025Q4: 1,403 shares; 2026Q1: 1,403 shares; 2026Q2: 5,612 shares 5,612 $696K 0.2% +4,209 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,100 shares; 2024Q4: 2,649 shares; 2025Q1: 2,394 shares; 2025Q2: not loaded; 2025Q3: 2,030 shares; 2025Q4: 1,951 shares; 2026Q1: 1,719 shares; 2026Q2: 1,559 shares 1,559 $647K 0.18% -160 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,322 shares; 2024Q4: 4,322 shares; 2025Q1: 4,322 shares; 2025Q2: not loaded; 2025Q3: 4,322 shares; 2025Q4: 4,322 shares; 2026Q1: 4,322 shares; 2026Q2: 21,610 shares 21,610 $592K 0.17% +17,288 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: 1,900 shares; 2024Q4: 1,900 shares; 2025Q1: 1,900 shares; 2025Q2: not loaded; 2025Q3: 1,673 shares; 2025Q4: 1,673 shares; 2026Q1: 1,644 shares; 2026Q2: 1,644 shares 1,644 $587K 0.17% 0 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,300 shares; 2024Q4: 12,300 shares; 2025Q1: 12,300 shares; 2025Q2: not loaded; 2025Q3: 12,300 shares; 2025Q4: 12,300 shares; 2026Q1: 12,300 shares; 2026Q2: 12,300 shares 12,300 $584K 0.17% 0 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,751 shares; 2024Q4: 2,598 shares; 2025Q1: 2,591 shares; 2025Q2: not loaded; 2025Q3: 2,719 shares; 2025Q4: 2,581 shares; 2026Q1: 2,470 shares; 2026Q2: 2,446 shares 2,446 $577K 0.16% -24 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,800 shares; 2024Q4: 4,746 shares; 2025Q1: 3,798 shares; 2025Q2: not loaded; 2025Q3: 4,505 shares; 2025Q4: 4,478 shares; 2026Q1: 4,434 shares; 2026Q2: 4,434 shares 4,434 $520K 0.15% 0 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,337 shares; 2024Q4: 1,337 shares; 2025Q1: 1,337 shares; 2025Q2: not loaded; 2025Q3: 1,390 shares; 2025Q4: 1,390 shares; 2026Q1: 1,390 shares; 2026Q2: 1,390 shares 1,390 $519K 0.15% 0 Timeline XOM EXXONMOBIL HOLDINGS CORP More: the full row for EXXONMOBIL HOLDINGS 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 loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,800 shares 3,800 $519K 0.15% 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: 7,417 shares; 2024Q4: 7,417 shares; 2025Q1: 7,417 shares; 2025Q2: not loaded; 2025Q3: 7,417 shares; 2025Q4: 7,417 shares; 2026Q1: 7,417 shares; 2026Q2: 7,417 shares 7,417 $506K 0.14% 0 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: 11,958 shares; 2024Q4: 11,811 shares; 2025Q1: 11,536 shares; 2025Q2: not loaded; 2025Q3: 8,542 shares; 2025Q4: 8,542 shares; 2026Q1: 8,497 shares; 2026Q2: 8,454 shares 8,454 $498K 0.14% -43 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: not reported; 2024Q4: not reported; 2025Q1: 994 shares; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 994 shares; 2026Q1: not reported; 2026Q2: 2,224 shares 2,224 $481K 0.14% new 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: 6,099 shares; 2024Q4: 6,085 shares; 2025Q1: 6,125 shares; 2025Q2: not loaded; 2025Q3: 6,170 shares; 2025Q4: 6,171 shares; 2026Q1: 6,174 shares; 2026Q2: 6,174 shares 6,174 $481K 0.14% 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; 2024Q3: 6,263 shares; 2024Q4: 5,971 shares; 2025Q1: 5,888 shares; 2025Q2: not loaded; 2025Q3: 5,806 shares; 2025Q4: 5,802 shares; 2026Q1: 5,786 shares; 2026Q2: 5,777 shares 5,777 $461K 0.13% -9 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 681 shares; 2024Q4: 681 shares; 2025Q1: 681 shares; 2025Q2: not loaded; 2025Q3: 681 shares; 2025Q4: 681 shares; 2026Q1: 681 shares; 2026Q2: 681 shares 681 $454K 0.13% 0 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: 4,297 shares; 2024Q4: 4,297 shares; 2025Q1: 4,169 shares; 2025Q2: not loaded; 2025Q3: 4,297 shares; 2025Q4: 4,297 shares; 2026Q1: 4,297 shares; 2026Q2: 4,297 shares 4,297 $446K 0.13% 0 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: 2,845 shares; 2024Q4: 2,837 shares; 2025Q1: 2,780 shares; 2025Q2: not loaded; 2025Q3: 1,567 shares; 2025Q4: 1,556 shares; 2026Q1: 1,471 shares; 2026Q2: 1,399 shares 1,399 $424K 0.12% -72 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: 3,176 shares; 2024Q4: 3,176 shares; 2025Q1: 3,176 shares; 2025Q2: not loaded; 2025Q3: 3,215 shares; 2025Q4: 3,215 shares; 2026Q1: 3,215 shares; 2026Q2: 2,889 shares 2,889 $423K 0.12% -326 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: 334 shares; 2025Q2: not loaded; 2025Q3: 347 shares; 2025Q4: 347 shares; 2026Q1: 347 shares; 2026Q2: 347 shares 347 $407K 0.12% 0 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: 2,955 shares; 2024Q4: 2,873 shares; 2025Q1: 2,853 shares; 2025Q2: not loaded; 2025Q3: 2,728 shares; 2025Q4: 2,722 shares; 2026Q1: 2,578 shares; 2026Q2: 2,578 shares 2,578 $407K 0.12% 0 Timeline JIRE 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: 2,164 shares; 2025Q2: not loaded; 2025Q3: 2,849 shares; 2025Q4: 4,553 shares; 2026Q1: 4,572 shares; 2026Q2: 4,730 shares 4,730 $390K 0.11% +158 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: not reported; 2024Q4: 750 shares; 2025Q1: 750 shares; 2025Q2: not loaded; 2025Q3: 873 shares; 2025Q4: 873 shares; 2026Q1: 898 shares; 2026Q2: 927 shares 927 $389K 0.11% +29 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,012 shares; 2024Q4: 912 shares; 2025Q1: 912 shares; 2025Q2: not loaded; 2025Q3: 1,083 shares; 2025Q4: 1,083 shares; 2026Q1: 1,047 shares; 2026Q2: 1,047 shares 1,047 $379K 0.11% 0 Timeline NAN NUVEEN NY DIVI ADV More: the full row for NUVEEN NY DIVI ADV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,727 shares; 2024Q4: 31,727 shares; 2025Q1: 31,727 shares; 2025Q2: not loaded; 2025Q3: 31,727 shares; 2025Q4: 31,727 shares; 2026Q1: 31,727 shares; 2026Q2: 31,727 shares 31,727 $374K 0.11% 0 Timeline HEZU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,196 shares; 2024Q4: 7,196 shares; 2025Q1: 7,196 shares; 2025Q2: not loaded; 2025Q3: 7,196 shares; 2025Q4: 7,196 shares; 2026Q1: 7,196 shares; 2026Q2: 7,196 shares 7,196 $360K 0.1% 0 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,683 shares; 2024Q4: 21,538 shares; 2025Q1: 14,294 shares; 2025Q2: not loaded; 2025Q3: 7,498 shares; 2025Q4: 7,263 shares; 2026Q1: 7,263 shares; 2026Q2: 6,765 shares 6,765 $342K 0.1% -498 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: 2,390 shares; 2024Q4: 2,390 shares; 2025Q1: 2,390 shares; 2025Q2: not loaded; 2025Q3: 2,390 shares; 2025Q4: 2,390 shares; 2026Q1: 2,390 shares; 2026Q2: 2,375 shares 2,375 $329K 0.09% -15 Timeline VNQ 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: 3,551 shares; 2024Q4: 3,551 shares; 2025Q1: 3,551 shares; 2025Q2: not loaded; 2025Q3: 3,556 shares; 2025Q4: 3,559 shares; 2026Q1: 3,355 shares; 2026Q2: 3,291 shares 3,291 $317K 0.09% -64 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: 5,132 shares; 2024Q4: 5,509 shares; 2025Q1: 5,477 shares; 2025Q2: not loaded; 2025Q3: 4,857 shares; 2025Q4: 5,129 shares; 2026Q1: 5,010 shares; 2026Q2: 5,320 shares 5,320 $317K 0.09% +310 Timeline NUMG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,545 shares; 2024Q4: 31,591 shares; 2025Q1: 15,748 shares; 2025Q2: not loaded; 2025Q3: 6,554 shares; 2025Q4: 6,471 shares; 2026Q1: 6,733 shares; 2026Q2: 6,729 shares 6,729 $315K 0.09% -4 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,957 shares; 2024Q4: 1,932 shares; 2025Q1: 1,460 shares; 2025Q2: not loaded; 2025Q3: 1,438 shares; 2025Q4: 1,438 shares; 2026Q1: 1,381 shares; 2026Q2: 1,231 shares 1,231 $312K 0.09% -150 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,000 shares; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,000 shares 2,000 $307K 0.09% new Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 838 shares; 2024Q4: 838 shares; 2025Q1: 836 shares; 2025Q2: not loaded; 2025Q3: 833 shares; 2025Q4: 832 shares; 2026Q1: 831 shares; 2026Q2: 815 shares 815 $301K 0.09% -16 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 731 shares; 2025Q1: 701 shares; 2025Q2: not loaded; 2025Q3: 872 shares; 2025Q4: 872 shares; 2026Q1: 870 shares; 2026Q2: 870 shares 870 $294K 0.08% 0 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: not reported; 2024Q4: not reported; 2025Q1: 460 shares; 2025Q2: not loaded; 2025Q3: 460 shares; 2025Q4: 460 shares; 2026Q1: 460 shares; 2026Q2: 460 shares 460 $292K 0.08% 0 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 891 shares; 2024Q4: 891 shares; 2025Q1: 749 shares; 2025Q2: not loaded; 2025Q3: 852 shares; 2025Q4: 852 shares; 2026Q1: 705 shares; 2026Q2: 705 shares 705 $287K 0.08% 0 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,007 shares; 2026Q2: 1,007 shares 1,007 $277K 0.08% 0 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 709 shares; 2025Q2: not loaded; 2025Q3: 877 shares; 2025Q4: 877 shares; 2026Q1: 836 shares; 2026Q2: 836 shares 836 $273K 0.08% 0 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,911 shares; 2024Q4: 1,911 shares; 2025Q1: 1,901 shares; 2025Q2: not loaded; 2025Q3: 1,868 shares; 2025Q4: 1,855 shares; 2026Q1: 1,838 shares; 2026Q2: 1,831 shares 1,831 $266K 0.08% -7 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: not reported; 2024Q4: not reported; 2025Q1: 2,328 shares; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 3,585 shares; 2026Q1: 3,596 shares; 2026Q2: 4,010 shares 4,010 $266K 0.08% +414 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: 7,924 shares; 2024Q4: 7,924 shares; 2025Q1: 7,068 shares; 2025Q2: not loaded; 2025Q3: 8,254 shares; 2025Q4: 8,254 shares; 2026Q1: 6,280 shares; 2026Q2: 6,097 shares 6,097 $258K 0.07% -183 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: 3,799 shares; 2024Q4: 3,939 shares; 2025Q1: 4,318 shares; 2025Q2: not loaded; 2025Q3: 3,933 shares; 2025Q4: 3,931 shares; 2026Q1: 3,035 shares; 2026Q2: 3,030 shares 3,030 $251K 0.07% -5 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,750 shares; 2025Q2: not loaded; 2025Q3: 1,750 shares; 2025Q4: 1,750 shares; 2026Q1: 1,750 shares; 2026Q2: 1,750 shares 1,750 $249K 0.07% 0 Timeline FRT FEDERAL RLTY INVT TR NEW More: the full row for FEDERAL RLTY INVT TR NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares; 2026Q2: 2,000 shares 2,000 $246K 0.07% 0 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: 951 shares; 2024Q4: 951 shares; 2025Q1: 951 shares; 2025Q2: not loaded; 2025Q3: 657 shares; 2025Q4: 637 shares; 2026Q1: 618 shares; 2026Q2: 599 shares 599 $245K 0.07% -19 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: not reported; 2024Q4: not reported; 2025Q1: 870 shares; 2025Q2: not loaded; 2025Q3: 870 shares; 2025Q4: 870 shares; 2026Q1: 870 shares; 2026Q2: 870 shares 870 $244K 0.07% 0 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: 360 shares; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 561 shares 561 $242K 0.07% 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: 1,600 shares; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,836 shares; 2026Q2: 1,836 shares 1,836 $237K 0.07% 0 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: not reported; 2024Q4: not reported; 2025Q1: 556 shares; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 787 shares 787 $236K 0.07% new 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: 4,893 shares; 2024Q4: 4,649 shares; 2025Q1: 6,065 shares; 2025Q2: not loaded; 2025Q3: 6,155 shares; 2025Q4: 5,063 shares; 2026Q1: 4,643 shares; 2026Q2: 4,645 shares 4,645 $231K 0.07% +2 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: not reported; 2024Q4: not reported; 2025Q1: 187 shares; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 198 shares; 2026Q1: not reported; 2026Q2: 191 shares 191 $229K 0.06% new Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 920 shares; 2025Q2: not loaded; 2025Q3: 1,243 shares; 2025Q4: 1,243 shares; 2026Q1: not reported; 2026Q2: 1,243 shares 1,243 $229K 0.06% new Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,502 shares; 2024Q4: 7,502 shares; 2025Q1: 7,504 shares; 2025Q2: not loaded; 2025Q3: 7,507 shares; 2025Q4: 7,496 shares; 2026Q1: 7,500 shares; 2026Q2: 7,500 shares 7,500 $228K 0.06% 0 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,560 shares; 2025Q2: not loaded; 2025Q3: 1,560 shares; 2025Q4: 1,560 shares; 2026Q1: 1,560 shares; 2026Q2: 1,560 shares 1,560 $223K 0.06% 0 Timeline NYF 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 loaded; 2025Q3: 4,091 shares; 2025Q4: 4,091 shares; 2026Q1: 4,091 shares; 2026Q2: 4,091 shares 4,091 $220K 0.06% 0 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: 5,240 shares; 2024Q4: 5,219 shares; 2025Q1: 5,126 shares; 2025Q2: not loaded; 2025Q3: 3,477 shares; 2025Q4: 3,465 shares; 2026Q1: 2,248 shares; 2026Q2: 2,248 shares 2,248 $217K 0.06% 0 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 805 shares; 2025Q2: not loaded; 2025Q3: 566 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 566 shares 566 $213K 0.06% new Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,840 shares; 2024Q4: 14,840 shares; 2025Q1: 14,840 shares; 2025Q2: not loaded; 2025Q3: 14,840 shares; 2025Q4: 14,840 shares; 2026Q1: 14,840 shares; 2026Q2: 14,840 shares 14,840 $86K 0.02% 0 Timeline