AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 134,937 shares; 2024Q4: 160,259 shares; 2025Q1: 168,444 shares; 2025Q2: 171,125 shares; 2025Q3: 174,866 shares; 2025Q4: 185,474 shares; 2026Q1: 204,508 shares; 2026Q2: 216,553 shares 216,553 $21.4M 6.52% +12,045 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: 233,889 shares; 2024Q4: 250,005 shares; 2025Q1: 250,767 shares; 2025Q2: 244,610 shares; 2025Q3: 250,941 shares; 2025Q4: 190,512 shares; 2026Q1: 201,443 shares; 2026Q2: 208,874 shares 208,874 $20.1M 6.13% +7,431 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: 114,230 shares; 2024Q4: 118,110 shares; 2025Q1: 117,732 shares; 2025Q2: 122,085 shares; 2025Q3: 127,381 shares; 2025Q4: 129,941 shares; 2026Q1: 133,423 shares; 2026Q2: 135,396 shares 135,396 $20.1M 6.11% +1,973 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: 21,282 shares; 2024Q4: 21,496 shares; 2025Q1: 21,190 shares; 2025Q2: 21,763 shares; 2025Q3: 21,998 shares; 2025Q4: 22,088 shares; 2026Q1: 22,965 shares; 2026Q2: 23,260 shares 23,260 $17.4M 5.3% +295 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 240,360 shares; 2024Q4: 261,070 shares; 2025Q1: 270,019 shares; 2025Q2: 273,767 shares; 2025Q3: 286,277 shares; 2025Q4: 302,924 shares; 2026Q1: 325,624 shares; 2026Q2: 343,682 shares 343,682 $16.6M 5.05% +18,058 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: 173,685 shares; 2024Q4: 176,813 shares; 2025Q1: 179,235 shares; 2025Q2: 184,282 shares; 2025Q3: 191,310 shares; 2025Q4: 195,083 shares; 2026Q1: 200,511 shares; 2026Q2: 204,398 shares 204,398 $15.8M 4.8% +3,887 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 78,866 shares; 2024Q4: 80,504 shares; 2025Q1: 80,614 shares; 2025Q2: 83,459 shares; 2025Q3: 87,381 shares; 2025Q4: 89,034 shares; 2026Q1: 91,176 shares; 2026Q2: 92,908 shares 92,908 $13.7M 4.18% +1,732 Timeline SCHM 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: 146,423 shares; 2024Q4: 406,585 shares; 2025Q1: 389,579 shares; 2025Q2: 371,948 shares; 2025Q3: 368,522 shares; 2025Q4: 365,003 shares; 2026Q1: 348,334 shares; 2026Q2: 341,565 shares 341,565 $12.6M 3.83% -6,769 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: 114,884 shares; 2024Q4: 121,282 shares; 2025Q1: 121,355 shares; 2025Q2: 122,014 shares; 2025Q3: 124,700 shares; 2025Q4: 125,990 shares; 2026Q1: 127,796 shares; 2026Q2: 129,502 shares 129,502 $12.5M 3.81% +1,706 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: 130,653 shares; 2024Q4: 136,979 shares; 2025Q1: 138,473 shares; 2025Q2: 140,092 shares; 2025Q3: 143,113 shares; 2025Q4: 142,852 shares; 2026Q1: 149,522 shares; 2026Q2: 148,609 shares 148,609 $12.3M 3.75% -913 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 126,531 shares; 2024Q4: 134,981 shares; 2025Q1: 138,967 shares; 2025Q2: 139,650 shares; 2025Q3: 139,386 shares; 2025Q4: 140,796 shares; 2026Q1: 141,407 shares; 2026Q2: 142,432 shares 142,432 $11.7M 3.57% +1,025 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 83,154 shares; 2024Q4: 88,484 shares; 2025Q1: 91,764 shares; 2025Q2: 90,095 shares; 2025Q3: 90,261 shares; 2025Q4: 91,227 shares; 2026Q1: 92,362 shares; 2026Q2: 94,891 shares 94,891 $9.15M 2.78% +2,529 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: 27,465 shares; 2024Q4: 26,590 shares; 2025Q1: 26,256 shares; 2025Q2: 25,631 shares; 2025Q3: 25,104 shares; 2025Q4: 24,393 shares; 2026Q1: 22,793 shares; 2026Q2: 22,301 shares 22,301 $9.13M 2.78% -492 Timeline AFRM AFFIRM HLDGS INC More: the full row for AFFIRM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 98,156 shares; 2024Q4: 103,027 shares; 2025Q1: 109,279 shares; 2025Q2: 114,630 shares; 2025Q3: 105,627 shares; 2025Q4: 103,627 shares; 2026Q1: 103,627 shares; 2026Q2: 103,627 shares 103,627 $8.45M 2.57% 0 Timeline SPHY 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: 295,140 shares; 2024Q4: 318,827 shares; 2025Q1: 335,700 shares; 2025Q2: 335,872 shares; 2025Q3: 338,779 shares; 2025Q4: 345,355 shares; 2026Q1: 347,107 shares; 2026Q2: 355,595 shares 355,595 $8.34M 2.54% +8,488 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 115,583 shares; 2024Q4: 131,621 shares; 2025Q1: 137,229 shares; 2025Q2: 138,403 shares; 2025Q3: 137,875 shares; 2025Q4: 142,604 shares; 2026Q1: 149,377 shares; 2026Q2: 155,392 shares 155,392 $7.53M 2.29% +6,015 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,363 shares; 2024Q4: 5,384 shares; 2025Q1: 5,268 shares; 2025Q2: 5,280 shares; 2025Q3: 5,265 shares; 2025Q4: 66,072 shares; 2026Q1: 63,587 shares; 2026Q2: 62,307 shares 62,307 $6.37M 1.94% -1,280 Timeline EEMS ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65,456 shares; 2024Q4: 69,093 shares; 2025Q1: 71,815 shares; 2025Q2: 73,037 shares; 2025Q3: 74,498 shares; 2025Q4: 75,461 shares; 2026Q1: 77,308 shares; 2026Q2: 76,931 shares 76,931 $5.84M 1.78% -377 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: 82,403 shares; 2024Q4: 241,648 shares; 2025Q1: 236,539 shares; 2025Q2: 229,386 shares; 2025Q3: 226,987 shares; 2025Q4: 212,649 shares; 2026Q1: 198,290 shares; 2026Q2: 198,182 shares 198,182 $5.83M 1.77% -108 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: 8,378 shares; 2024Q4: 8,415 shares; 2025Q1: 7,939 shares; 2025Q2: 7,802 shares; 2025Q3: 7,678 shares; 2025Q4: 7,692 shares; 2026Q1: 7,549 shares; 2026Q2: 7,417 shares 7,417 $5.46M 1.66% -132 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,246 shares; 2024Q4: 48,819 shares; 2025Q1: 45,929 shares; 2025Q2: 35,944 shares; 2025Q3: 35,031 shares; 2025Q4: 33,371 shares; 2026Q1: 31,542 shares; 2026Q2: 31,077 shares 31,077 $4.86M 1.48% -465 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,307 shares; 2024Q4: 23,859 shares; 2025Q1: 23,621 shares; 2025Q2: 24,411 shares; 2025Q3: 24,536 shares; 2025Q4: 24,650 shares; 2026Q1: 25,013 shares; 2026Q2: 25,020 shares 25,020 $4.71M 1.43% +7 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,720 shares; 2024Q4: 35,467 shares; 2025Q1: 34,038 shares; 2025Q2: 34,579 shares; 2025Q3: 35,013 shares; 2025Q4: 35,126 shares; 2026Q1: 35,195 shares; 2026Q2: 35,014 shares 35,014 $4.36M 1.33% -181 Timeline SCHH 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: 235,399 shares; 2024Q4: 212,532 shares; 2025Q1: 205,748 shares; 2025Q2: 198,979 shares; 2025Q3: 198,214 shares; 2025Q4: 193,108 shares; 2026Q1: 180,169 shares; 2026Q2: 178,953 shares 178,953 $4.24M 1.29% -1,216 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: 8,358 shares; 2024Q4: 8,408 shares; 2025Q1: 7,762 shares; 2025Q2: 5,239 shares; 2025Q3: 5,179 shares; 2025Q4: 5,122 shares; 2026Q1: 5,047 shares; 2026Q2: 4,897 shares 4,897 $3.66M 1.11% -150 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: 111,064 shares; 2024Q4: 108,687 shares; 2025Q1: 100,997 shares; 2025Q2: 100,587 shares; 2025Q3: 101,706 shares; 2025Q4: 102,205 shares; 2026Q1: 98,531 shares; 2026Q2: 98,889 shares 98,889 $3.59M 1.09% +358 Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 76,557 shares; 2024Q4: 75,841 shares; 2025Q1: 74,948 shares; 2025Q2: 74,949 shares; 2025Q3: 71,039 shares; 2025Q4: 67,616 shares; 2026Q1: 62,311 shares; 2026Q2: 59,613 shares 59,613 $3.44M 1.05% -2,698 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: 62,294 shares; 2024Q4: 123,101 shares; 2025Q1: 107,762 shares; 2025Q2: 111,134 shares; 2025Q3: 107,420 shares; 2025Q4: 105,790 shares; 2026Q1: 103,639 shares; 2026Q2: 103,161 shares 103,161 $2.86M 0.87% -478 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: 59,297 shares; 2024Q4: 62,416 shares; 2025Q1: 64,972 shares; 2025Q2: 60,510 shares; 2025Q3: 58,697 shares; 2025Q4: 59,561 shares; 2026Q1: 60,275 shares; 2026Q2: 60,077 shares 60,077 $2.85M 0.87% -198 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,079 shares; 2024Q4: 54,531 shares; 2025Q1: 59,468 shares; 2025Q2: 59,689 shares; 2025Q3: 57,490 shares; 2025Q4: 55,828 shares; 2026Q1: 50,571 shares; 2026Q2: 48,703 shares 48,703 $2.72M 0.83% -1,868 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: 6,567 shares; 2024Q4: 6,919 shares; 2025Q1: 7,725 shares; 2025Q2: 9,657 shares; 2025Q3: 9,069 shares; 2025Q4: 9,101 shares; 2026Q1: 42,846 shares; 2026Q2: 9,316 shares 9,316 $2.7M 0.82% -33,530 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,730 shares; 2024Q4: 97,797 shares; 2025Q1: 98,054 shares; 2025Q2: 105,788 shares; 2025Q3: 106,679 shares; 2025Q4: 107,646 shares; 2026Q1: 114,135 shares; 2026Q2: 115,868 shares 115,868 $2.68M 0.82% +1,733 Timeline SUSL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,991 shares; 2024Q4: 20,468 shares; 2025Q1: 22,215 shares; 2025Q2: 22,327 shares; 2025Q3: 21,802 shares; 2025Q4: 20,788 shares; 2026Q1: 18,785 shares; 2026Q2: 18,019 shares 18,019 $2.39M 0.73% -766 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,577 shares; 2024Q4: 8,475 shares; 2025Q1: 8,484 shares; 2025Q2: 8,329 shares; 2025Q3: 13,402 shares; 2025Q4: 13,294 shares; 2026Q1: 13,300 shares; 2026Q2: 13,261 shares 13,261 $2.34M 0.71% -39 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: 27,873 shares; 2024Q4: 27,803 shares; 2025Q1: 27,386 shares; 2025Q2: 25,325 shares; 2025Q3: 24,385 shares; 2025Q4: 24,606 shares; 2026Q1: 22,844 shares; 2026Q2: 21,954 shares 21,954 $2.34M 0.71% -890 Timeline IFLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 122,800 shares; 2024Q4: 119,358 shares; 2025Q1: 114,007 shares; 2025Q2: 109,344 shares; 2025Q3: 110,498 shares; 2025Q4: 108,571 shares; 2026Q1: 103,013 shares; 2026Q2: 103,009 shares 103,009 $1.88M 0.57% -4 Timeline PCY INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 106,465 shares; 2024Q4: 94,998 shares; 2025Q1: 92,605 shares; 2025Q2: 86,738 shares; 2025Q3: 90,296 shares; 2025Q4: 88,399 shares; 2026Q1: 85,411 shares; 2026Q2: 85,508 shares 85,508 $1.85M 0.56% +97 Timeline SUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 69,763 shares; 2024Q4: 67,268 shares; 2025Q1: 72,475 shares; 2025Q2: 72,898 shares; 2025Q3: 74,011 shares; 2025Q4: 74,572 shares; 2026Q1: 75,894 shares; 2026Q2: 73,533 shares 73,533 $1.84M 0.56% -2,361 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: 38,550 shares; 2024Q4: 39,247 shares; 2025Q1: 43,162 shares; 2025Q2: 43,264 shares; 2025Q3: 40,798 shares; 2025Q4: 38,820 shares; 2026Q1: 33,299 shares; 2026Q2: 32,629 shares 32,629 $1.78M 0.54% -670 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: 3,137 shares; 2024Q4: 3,140 shares; 2025Q1: 3,200 shares; 2025Q2: 3,517 shares; 2025Q3: 5,107 shares; 2025Q4: 5,144 shares; 2026Q1: 4,566 shares; 2026Q2: 4,545 shares 4,545 $1.56M 0.47% -21 Timeline RWR 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: 16,731 shares; 2024Q4: 15,765 shares; 2025Q1: 15,859 shares; 2025Q2: 16,001 shares; 2025Q3: 14,934 shares; 2025Q4: 14,542 shares; 2026Q1: 12,862 shares; 2026Q2: 12,948 shares 12,948 $1.46M 0.45% +86 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: 25,050 shares; 2024Q4: 49,481 shares; 2025Q1: 44,651 shares; 2025Q2: 44,045 shares; 2025Q3: 42,777 shares; 2025Q4: 40,891 shares; 2026Q1: 38,495 shares; 2026Q2: 39,600 shares 39,600 $1.43M 0.44% +1,105 Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,080 shares; 2024Q4: 20,856 shares; 2025Q1: 19,848 shares; 2025Q2: 19,734 shares; 2025Q3: 17,333 shares; 2025Q4: 16,151 shares; 2026Q1: 15,100 shares; 2026Q2: 14,902 shares 14,902 $1.41M 0.43% -198 Timeline PBP 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: 60,562 shares; 2024Q4: 60,665 shares; 2025Q1: 58,868 shares; 2025Q2: 57,696 shares; 2025Q3: 57,941 shares; 2025Q4: 58,009 shares; 2026Q1: 59,265 shares; 2026Q2: 58,201 shares 58,201 $1.33M 0.41% -1,064 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,307 shares; 2024Q4: 4,314 shares; 2025Q1: 4,322 shares; 2025Q2: 4,322 shares; 2025Q3: 4,263 shares; 2025Q4: 4,246 shares; 2026Q1: 4,245 shares; 2026Q2: 16,203 shares 16,203 $1.31M 0.4% +11,958 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: 12,402 shares; 2024Q4: 12,763 shares; 2025Q1: 14,486 shares; 2025Q2: 14,542 shares; 2025Q3: 14,113 shares; 2025Q4: 13,745 shares; 2026Q1: 12,955 shares; 2026Q2: 12,581 shares 12,581 $1.29M 0.39% -374 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: 1,327 shares; 2024Q4: 1,347 shares; 2025Q1: 1,348 shares; 2025Q2: 1,634 shares; 2025Q3: 3,152 shares; 2025Q4: 3,402 shares; 2026Q1: 3,425 shares; 2026Q2: 3,392 shares 3,392 $1.2M 0.36% -33 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: 2,032 shares; 2024Q4: 2,033 shares; 2025Q1: 2,147 shares; 2025Q2: 2,075 shares; 2025Q3: 2,948 shares; 2025Q4: 2,982 shares; 2026Q1: 2,983 shares; 2026Q2: 2,983 shares 2,983 $1.07M 0.32% 0 Timeline SHM 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: 19,315 shares; 2024Q4: 19,145 shares; 2025Q1: 19,184 shares; 2025Q2: 20,307 shares; 2025Q3: 20,368 shares; 2025Q4: 20,476 shares; 2026Q1: 20,231 shares; 2026Q2: 20,552 shares 20,552 $986K 0.3% +321 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 323 shares; 2025Q3: 1,593 shares; 2025Q4: 975 shares; 2026Q1: 1,016 shares; 2026Q2: 1,016 shares 1,016 $951K 0.29% 0 Timeline BGRN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,071 shares; 2024Q4: 16,333 shares; 2025Q1: 17,710 shares; 2025Q2: 18,062 shares; 2025Q3: 18,509 shares; 2025Q4: 18,506 shares; 2026Q1: 18,795 shares; 2026Q2: 18,664 shares 18,664 $886K 0.27% -131 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: 1,456 shares; 2024Q4: 1,450 shares; 2025Q1: 1,454 shares; 2025Q2: 1,548 shares; 2025Q3: 1,413 shares; 2025Q4: 1,361 shares; 2026Q1: 1,179 shares; 2026Q2: 1,158 shares 1,158 $814K 0.25% -21 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: 19,207 shares; 2024Q4: 19,734 shares; 2025Q1: 19,837 shares; 2025Q2: 11,924 shares; 2025Q3: 11,807 shares; 2025Q4: 10,796 shares; 2026Q1: 9,398 shares; 2026Q2: 9,144 shares 9,144 $790K 0.24% -254 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: 929 shares; 2025Q1: 1,525 shares; 2025Q2: 1,814 shares; 2025Q3: 1,850 shares; 2025Q4: 1,955 shares; 2026Q1: 2,022 shares; 2026Q2: 1,846 shares 1,846 $776K 0.24% -176 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,540 shares; 2025Q3: 3,401 shares; 2025Q4: 3,515 shares; 2026Q1: 3,600 shares; 2026Q2: 3,536 shares 3,536 $707K 0.22% -64 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,313 shares; 2024Q4: 8,035 shares; 2025Q1: 6,527 shares; 2025Q2: 6,540 shares; 2025Q3: 6,553 shares; 2025Q4: 6,572 shares; 2026Q1: 6,116 shares; 2026Q2: 6,133 shares 6,133 $669K 0.2% +17 Timeline EWX 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: 10,907 shares; 2024Q4: 11,027 shares; 2025Q1: 10,700 shares; 2025Q2: 10,665 shares; 2025Q3: 10,225 shares; 2025Q4: 9,954 shares; 2026Q1: 9,044 shares; 2026Q2: 8,813 shares 8,813 $655K 0.2% -231 Timeline PWZ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,655 shares; 2024Q4: 24,777 shares; 2025Q1: 24,905 shares; 2025Q2: 25,044 shares; 2025Q3: 25,180 shares; 2025Q4: 25,777 shares; 2026Q1: 25,937 shares; 2026Q2: 26,548 shares 26,548 $651K 0.2% +611 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,512 shares; 2025Q1: 5,558 shares; 2025Q2: 5,528 shares; 2025Q3: 5,550 shares; 2025Q4: 5,550 shares; 2026Q1: 5,506 shares; 2026Q2: 5,506 shares 5,506 $642K 0.2% 0 Timeline SCHC 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: 15,557 shares; 2024Q4: 15,741 shares; 2025Q1: 14,834 shares; 2025Q2: 14,258 shares; 2025Q3: 13,926 shares; 2025Q4: 13,412 shares; 2026Q1: 12,473 shares; 2026Q2: 12,389 shares 12,389 $596K 0.18% -84 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: 4,728 shares; 2024Q4: 12,704 shares; 2025Q1: 16,543 shares; 2025Q2: 17,697 shares; 2025Q3: 17,849 shares; 2025Q4: 18,009 shares; 2026Q1: 18,149 shares; 2026Q2: 18,277 shares 18,277 $580K 0.18% +128 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 732 shares; 2025Q3: 725 shares; 2025Q4: 7,340 shares; 2026Q1: 7,340 shares; 2026Q2: 7,376 shares 7,376 $527K 0.16% +36 Timeline IBND 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: 20,043 shares; 2024Q4: 19,987 shares; 2025Q1: 19,301 shares; 2025Q2: 16,391 shares; 2025Q3: 16,236 shares; 2025Q4: 16,079 shares; 2026Q1: 15,947 shares; 2026Q2: 15,605 shares 15,605 $487K 0.15% -342 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: 1,948 shares; 2024Q4: 1,652 shares; 2025Q1: 1,506 shares; 2025Q2: 1,451 shares; 2025Q3: 1,434 shares; 2025Q4: 1,436 shares; 2026Q1: 1,437 shares; 2026Q2: 1,439 shares 1,439 $432K 0.13% +2 Timeline ECL ECOLAB INC More: the full row for ECOLAB 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: 1,600 shares; 2025Q4: 1,528 shares; 2026Q1: 1,530 shares; 2026Q2: 1,531 shares 1,531 $427K 0.13% +1 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: 7,825 shares; 2024Q4: 6,969 shares; 2025Q1: 7,144 shares; 2025Q2: 4,721 shares; 2025Q3: 4,754 shares; 2025Q4: 4,939 shares; 2026Q1: 5,091 shares; 2026Q2: 5,299 shares 5,299 $424K 0.13% +208 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,147 shares; 2024Q4: 1,147 shares; 2025Q1: 1,234 shares; 2025Q2: 1,679 shares; 2025Q3: 1,659 shares; 2025Q4: 1,775 shares; 2026Q1: 1,769 shares; 2026Q2: 1,769 shares 1,769 $422K 0.13% 0 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: 1,200 shares; 2024Q4: 1,200 shares; 2025Q1: 1,200 shares; 2025Q2: 1,200 shares; 2025Q3: 1,200 shares; 2025Q4: 1,218 shares; 2026Q1: 1,200 shares; 2026Q2: 1,200 shares 1,200 $406K 0.12% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 729 shares; 2026Q1: 729 shares; 2026Q2: 629 shares 629 $403K 0.12% -100 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: 18,675 shares; 2024Q4: 18,419 shares; 2025Q1: 16,570 shares; 2025Q2: 16,529 shares; 2025Q3: 16,304 shares; 2025Q4: 8,621 shares; 2026Q1: 8,291 shares; 2026Q2: 8,232 shares 8,232 $377K 0.11% -59 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,537 shares; 2024Q4: 13,948 shares; 2025Q1: 12,782 shares; 2025Q2: 12,513 shares; 2025Q3: 12,447 shares; 2025Q4: 12,034 shares; 2026Q1: 11,045 shares; 2026Q2: 10,980 shares 10,980 $372K 0.11% -65 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: 953 shares; 2024Q4: 837 shares; 2025Q1: 838 shares; 2025Q2: 1,198 shares; 2025Q3: 1,303 shares; 2025Q4: 1,180 shares; 2026Q1: 1,120 shares; 2026Q2: 884 shares 884 $330K 0.1% -236 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,631 shares; 2025Q3: 3,612 shares; 2025Q4: 3,620 shares; 2026Q1: 3,626 shares; 2026Q2: 3,628 shares 3,628 $326K 0.1% +2 Timeline SCHK SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,503 shares; 2024Q4: 8,809 shares; 2025Q1: 8,831 shares; 2025Q2: 8,851 shares; 2025Q3: 8,872 shares; 2025Q4: 8,894 shares; 2026Q1: 8,915 shares; 2026Q2: 8,934 shares 8,934 $322K 0.1% +19 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: 1,567 shares; 2024Q4: 1,581 shares; 2025Q1: 1,581 shares; 2025Q2: 1,405 shares; 2025Q3: 1,204 shares; 2025Q4: 1,197 shares; 2026Q1: 1,198 shares; 2026Q2: 1,198 shares 1,198 $302K 0.09% 0 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN 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: 743 shares; 2026Q1: 743 shares; 2026Q2: 593 shares 593 $302K 0.09% -150 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: 1,185 shares; 2024Q4: 1,120 shares; 2025Q1: 1,120 shares; 2025Q2: 965 shares; 2025Q3: 727 shares; 2025Q4: 594 shares; 2026Q1: 594 shares; 2026Q2: 594 shares 594 $297K 0.09% 0 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,047 shares; 2024Q4: 1,052 shares; 2025Q1: not reported; 2025Q2: 1,058 shares; 2025Q3: 1,062 shares; 2025Q4: 1,071 shares; 2026Q1: 1,122 shares; 2026Q2: 1,127 shares 1,127 $274K 0.08% +5 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: not reported; 2025Q2: not reported; 2025Q3: 1,463 shares; 2025Q4: 1,463 shares; 2026Q1: not reported; 2026Q2: 1,453 shares 1,453 $269K 0.08% new Timeline LIN LINDE PLC More: the full row for LINDE PLC 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: 506 shares; 2025Q4: 511 shares; 2026Q1: 506 shares; 2026Q2: 506 shares 506 $263K 0.08% 0 Timeline GWX 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: 6,641 shares; 2024Q4: not reported; 2025Q1: 6,364 shares; 2025Q2: 6,448 shares; 2025Q3: 6,247 shares; 2025Q4: 6,316 shares; 2026Q1: 6,302 shares; 2026Q2: 5,753 shares 5,753 $252K 0.08% -549 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: 1,500 shares; 2024Q4: 1,501 shares; 2025Q1: 1,501 shares; 2025Q2: 1,501 shares; 2025Q3: 2,096 shares; 2025Q4: 1,371 shares; 2026Q1: 1,349 shares; 2026Q2: 1,060 shares 1,060 $251K 0.08% -289 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,916 shares; 2025Q4: 2,956 shares; 2026Q1: 3,016 shares; 2026Q2: 2,892 shares 2,892 $242K 0.07% -124 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,177 shares; 2025Q4: 781 shares; 2026Q1: 783 shares; 2026Q2: 785 shares 785 $238K 0.07% +2 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES 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: 1,113 shares; 2026Q1: 1,113 shares; 2026Q2: 1,048 shares 1,048 $223K 0.07% -65 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION 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: 1,138 shares; 2026Q1: 1,138 shares; 2026Q2: 1,138 shares 1,138 $216K 0.07% 0 Timeline APLD APPLIED DIGITAL CORP More: the full row for APPLIED DIGITAL 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: 5,734 shares; 2026Q1: 5,734 shares; 2026Q2: 5,734 shares 5,734 $214K 0.07% 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 515 shares; 2025Q4: 413 shares; 2026Q1: not reported; 2026Q2: 2,482 shares 2,482 $214K 0.07% new Timeline IWV 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: 495 shares 495 $211K 0.06% new Timeline XCEM COLUMBIA ETF TR II More: the full row for COLUMBIA ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,955 shares 3,955 $209K 0.06% new 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: 4,329 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,140 shares; 2025Q3: 4,006 shares; 2025Q4: 3,917 shares; 2026Q1: 3,889 shares; 2026Q2: 3,389 shares 3,389 $202K 0.06% -500 Timeline