SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,236,413 shares; 2024Q4: 2,617,734 shares; 2025Q1: 2,964,171 shares; 2025Q2: 3,708,202 shares; 2025Q3: 4,363,686 shares; 2025Q4: 4,865,351 shares; 2026Q1: 5,356,793 shares; 2026Q2: 5,740,635 shares 5,740,635 $163M 11.33% +383,842 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: 551,206 shares; 2024Q4: 600,886 shares; 2025Q1: 647,281 shares; 2025Q2: 672,610 shares; 2025Q3: 684,310 shares; 2025Q4: 704,387 shares; 2026Q1: 731,082 shares; 2026Q2: 748,425 shares 748,425 $118M 8.22% +17,343 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: 216,639 shares; 2024Q4: 216,187 shares; 2025Q1: 217,051 shares; 2025Q2: 196,532 shares; 2025Q3: 176,882 shares; 2025Q4: 165,705 shares; 2026Q1: 165,564 shares; 2026Q2: 163,375 shares 163,375 $112M 7.8% -2,189 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: 130,395 shares; 2024Q4: 143,137 shares; 2025Q1: 155,657 shares; 2025Q2: 174,303 shares; 2025Q3: 186,566 shares; 2025Q4: 190,484 shares; 2026Q1: 203,849 shares; 2026Q2: 1,268,563 shares 1,268,563 $109M 7.6% +1,064,714 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: 477,573 shares; 2024Q4: 575,280 shares; 2025Q1: 686,562 shares; 2025Q2: 805,761 shares; 2025Q3: 891,616 shares; 2025Q4: 969,305 shares; 2026Q1: 1,059,807 shares; 2026Q2: 1,148,157 shares 1,148,157 $101M 7.01% +88,350 Timeline SPTL 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: 1,766,288 shares; 2024Q4: 2,010,033 shares; 2025Q1: 2,243,303 shares; 2025Q2: 2,634,540 shares; 2025Q3: 2,929,392 shares; 2025Q4: 3,229,859 shares; 2026Q1: 3,551,633 shares; 2026Q2: 3,828,998 shares 3,828,998 $100M 6.98% +277,365 Timeline QQQM 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: 110,624 shares; 2024Q4: 143,598 shares; 2025Q1: 167,462 shares; 2025Q2: 218,620 shares; 2025Q3: 241,830 shares; 2025Q4: 249,241 shares; 2026Q1: 261,249 shares; 2026Q2: 265,841 shares 265,841 $80.5M 5.6% +4,592 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: 104,743 shares; 2024Q4: 134,581 shares; 2025Q1: 170,627 shares; 2025Q2: 231,534 shares; 2025Q3: 270,574 shares; 2025Q4: 293,276 shares; 2026Q1: 308,508 shares; 2026Q2: 324,827 shares 324,827 $69.1M 4.8% +16,319 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100,090 shares; 2024Q4: 102,075 shares; 2025Q1: 104,873 shares; 2025Q2: 113,009 shares; 2025Q3: 121,100 shares; 2025Q4: 124,493 shares; 2026Q1: 129,093 shares; 2026Q2: 131,643 shares 131,643 $48.1M 3.35% +2,550 Timeline SPSM 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: 281,046 shares; 2024Q4: 331,160 shares; 2025Q1: 411,441 shares; 2025Q2: 518,163 shares; 2025Q3: 608,883 shares; 2025Q4: 679,174 shares; 2026Q1: 737,202 shares; 2026Q2: 804,494 shares 804,494 $46.4M 3.23% +67,292 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: 511,005 shares; 2024Q4: 495,946 shares; 2025Q1: 489,958 shares; 2025Q2: 405,357 shares; 2025Q3: 357,401 shares; 2025Q4: 317,909 shares; 2026Q1: 310,418 shares; 2026Q2: 295,782 shares 295,782 $43.9M 3.05% -14,636 Timeline BILS 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: 107,189 shares; 2024Q4: 121,496 shares; 2025Q1: 182,923 shares; 2025Q2: 257,744 shares; 2025Q3: 329,921 shares; 2025Q4: 324,226 shares; 2026Q1: 328,210 shares; 2026Q2: 329,361 shares 329,361 $32.7M 2.28% +1,151 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 308,724 shares; 2024Q4: 418,635 shares; 2025Q1: 569,098 shares; 2025Q2: 568,737 shares; 2025Q3: 433,169 shares; 2025Q4: 331,330 shares; 2026Q1: 281,647 shares; 2026Q2: 264,043 shares 264,043 $26.6M 1.85% -17,604 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 74,744 shares; 2024Q4: 89,824 shares; 2025Q1: 110,244 shares; 2025Q2: 142,125 shares; 2025Q3: 166,929 shares; 2025Q4: 184,922 shares; 2026Q1: 201,263 shares; 2026Q2: 217,834 shares 217,834 $23.8M 1.65% +16,571 Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 241,562 shares; 2024Q4: 234,909 shares; 2025Q1: 228,366 shares; 2025Q2: 201,953 shares; 2025Q3: 165,693 shares; 2025Q4: 150,977 shares; 2026Q1: 145,773 shares; 2026Q2: 140,861 shares 140,861 $19.4M 1.35% -4,912 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: 86,346 shares; 2024Q4: 88,351 shares; 2025Q1: 104,130 shares; 2025Q2: 124,383 shares; 2025Q3: 148,917 shares; 2025Q4: 149,083 shares; 2026Q1: 151,038 shares; 2026Q2: 188,781 shares 188,781 $16.3M 1.13% +37,743 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: 140,674 shares; 2024Q4: 140,161 shares; 2025Q1: 135,328 shares; 2025Q2: 120,247 shares; 2025Q3: 115,640 shares; 2025Q4: 105,527 shares; 2026Q1: 111,749 shares; 2026Q2: 112,962 shares 112,962 $14.9M 1.04% +1,213 Timeline VIOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 213,952 shares; 2024Q4: 205,441 shares; 2025Q1: 205,730 shares; 2025Q2: 185,189 shares; 2025Q3: 157,112 shares; 2025Q4: 137,380 shares; 2026Q1: 130,981 shares; 2026Q2: 125,537 shares 125,537 $14.7M 1.02% -5,444 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: 105,674 shares; 2024Q4: 107,991 shares; 2025Q1: 115,061 shares; 2025Q2: 116,440 shares; 2025Q3: 117,135 shares; 2025Q4: 130,638 shares; 2026Q1: 135,580 shares; 2026Q2: 144,680 shares 144,680 $14.3M 1% +9,100 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: 31,041 shares; 2024Q4: 30,790 shares; 2025Q1: 32,584 shares; 2025Q2: 32,755 shares; 2025Q3: 32,576 shares; 2025Q4: 36,418 shares; 2026Q1: 37,451 shares; 2026Q2: 38,532 shares 38,532 $14.3M 0.99% +1,081 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: 42,806 shares; 2024Q4: 41,618 shares; 2025Q1: 40,067 shares; 2025Q2: 39,407 shares; 2025Q3: 33,764 shares; 2025Q4: 42,220 shares; 2026Q1: 45,345 shares; 2026Q2: 48,488 shares 48,488 $14M 0.98% +3,143 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: 20,129 shares; 2024Q4: 19,953 shares; 2025Q1: 19,395 shares; 2025Q2: 18,558 shares; 2025Q3: 17,125 shares; 2025Q4: 16,764 shares; 2026Q1: 17,009 shares; 2026Q2: 17,579 shares 17,579 $13.2M 0.92% +570 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 70,577 shares; 2024Q4: 66,627 shares; 2025Q1: 93,298 shares; 2025Q2: 88,213 shares; 2025Q3: 87,074 shares; 2025Q4: 82,766 shares; 2026Q1: 83,083 shares; 2026Q2: 138,239 shares 138,239 $13.1M 0.91% +55,156 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: 22,129 shares; 2024Q4: 22,848 shares; 2025Q1: 24,233 shares; 2025Q2: 25,526 shares; 2025Q3: 25,541 shares; 2025Q4: 25,730 shares; 2026Q1: 28,673 shares; 2026Q2: 27,411 shares 27,411 $11.7M 0.81% -1,262 Timeline TBLL 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 34,721 shares; 2026Q1: 68,249 shares; 2026Q2: 101,235 shares 101,235 $10.7M 0.74% +32,986 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: 10,499 shares; 2024Q4: 10,426 shares; 2025Q1: 10,792 shares; 2025Q2: 10,779 shares; 2025Q3: 10,892 shares; 2025Q4: 11,098 shares; 2026Q1: 12,513 shares; 2026Q2: 12,545 shares 12,545 $9.37M 0.65% +32 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 122,219 shares; 2024Q4: 115,460 shares; 2025Q1: 114,325 shares; 2025Q2: 109,259 shares; 2025Q3: 94,704 shares; 2025Q4: 82,546 shares; 2026Q1: 80,578 shares; 2026Q2: 79,183 shares 79,183 $8.74M 0.61% -1,395 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 88,017 shares; 2024Q4: 84,576 shares; 2025Q1: 82,275 shares; 2025Q2: 71,867 shares; 2025Q3: 71,557 shares; 2025Q4: 69,907 shares; 2026Q1: 66,309 shares; 2026Q2: 63,462 shares 63,462 $8.67M 0.6% -2,847 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: 74,169 shares; 2024Q4: 69,916 shares; 2025Q1: 69,918 shares; 2025Q2: 68,913 shares; 2025Q3: 68,415 shares; 2025Q4: 68,340 shares; 2026Q1: 69,670 shares; 2026Q2: 68,966 shares 68,966 $8.21M 0.57% -704 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: 28,245 shares; 2024Q4: 27,535 shares; 2025Q1: 27,863 shares; 2025Q2: 28,345 shares; 2025Q3: 30,084 shares; 2025Q4: 30,782 shares; 2026Q1: 32,533 shares; 2026Q2: 33,246 shares 33,246 $7.87M 0.55% +713 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: 28,566 shares; 2024Q4: 26,843 shares; 2025Q1: 26,388 shares; 2025Q2: 27,543 shares; 2025Q3: 27,004 shares; 2025Q4: 28,483 shares; 2026Q1: 34,548 shares; 2026Q2: 35,738 shares 35,738 $7.15M 0.5% +1,190 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: 237,103 shares; 2024Q4: 195,101 shares; 2025Q1: 132,229 shares; 2025Q2: 89,038 shares; 2025Q3: 80,074 shares; 2025Q4: 73,608 shares; 2026Q1: 72,544 shares; 2026Q2: 71,942 shares 71,942 $5.55M 0.39% -602 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: 14,146 shares; 2024Q4: 14,002 shares; 2025Q1: 14,226 shares; 2025Q2: 17,538 shares; 2025Q3: 17,420 shares; 2025Q4: 17,696 shares; 2026Q1: 17,887 shares; 2026Q2: 17,875 shares 17,875 $5.42M 0.38% -12 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,111 shares; 2024Q4: 48,043 shares; 2025Q1: 50,937 shares; 2025Q2: 51,585 shares; 2025Q3: 55,503 shares; 2025Q4: 61,841 shares; 2026Q1: 62,970 shares; 2026Q2: 64,742 shares 64,742 $5.32M 0.37% +1,772 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,982 shares; 2024Q4: 31,655 shares; 2025Q1: 30,940 shares; 2025Q2: 34,781 shares; 2025Q3: 37,221 shares; 2025Q4: 35,136 shares; 2026Q1: 36,174 shares; 2026Q2: 35,203 shares 35,203 $4.5M 0.31% -971 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: 9,288 shares; 2024Q4: 8,873 shares; 2025Q1: 9,977 shares; 2025Q2: 9,977 shares; 2025Q3: 9,608 shares; 2025Q4: 10,884 shares; 2026Q1: 11,230 shares; 2026Q2: 11,932 shares 11,932 $4.45M 0.31% +702 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: 264,338 shares; 2024Q4: 271,271 shares; 2025Q1: 283,240 shares; 2025Q2: 195,106 shares; 2025Q3: 98,147 shares; 2025Q4: 60,676 shares; 2026Q1: 61,235 shares; 2026Q2: 58,194 shares 58,194 $4.15M 0.29% -3,041 Timeline SPTS 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: 592,797 shares; 2024Q4: 690,826 shares; 2025Q1: 735,912 shares; 2025Q2: 404,319 shares; 2025Q3: 156,643 shares; 2025Q4: 68,477 shares; 2026Q1: 49,365 shares; 2026Q2: 140,011 shares 140,011 $4.06M 0.28% +90,646 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,268 shares; 2024Q4: 17,168 shares; 2025Q1: 18,836 shares; 2025Q2: 19,511 shares; 2025Q3: 19,451 shares; 2025Q4: 20,585 shares; 2026Q1: 23,488 shares; 2026Q2: 24,807 shares 24,807 $3.94M 0.27% +1,319 Timeline VDC 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: 9,104 shares; 2024Q4: 9,744 shares; 2025Q1: 9,837 shares; 2025Q2: 12,156 shares; 2025Q3: 13,689 shares; 2025Q4: 14,589 shares; 2026Q1: 16,101 shares; 2026Q2: 17,058 shares 17,058 $3.85M 0.27% +957 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: 4,651 shares; 2024Q4: 4,604 shares; 2025Q1: 4,810 shares; 2025Q2: 4,824 shares; 2025Q3: 4,804 shares; 2025Q4: 4,970 shares; 2026Q1: 5,018 shares; 2026Q2: 5,028 shares 5,028 $3.7M 0.26% +10 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: 12,966 shares; 2024Q4: 11,667 shares; 2025Q1: 11,959 shares; 2025Q2: 12,715 shares; 2025Q3: 14,508 shares; 2025Q4: 14,267 shares; 2026Q1: 15,387 shares; 2026Q2: 15,501 shares 15,501 $3.69M 0.26% +114 Timeline BIL 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: 39,720 shares; 2024Q4: 26,160 shares; 2025Q1: 84,759 shares; 2025Q2: 89,683 shares; 2025Q3: 127,349 shares; 2025Q4: 90,187 shares; 2026Q1: 59,574 shares; 2026Q2: 39,259 shares 39,259 $3.6M 0.25% -20,315 Timeline VHT 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: 8,131 shares; 2024Q4: 8,732 shares; 2025Q1: 8,780 shares; 2025Q2: 10,668 shares; 2025Q3: 11,973 shares; 2025Q4: 11,749 shares; 2026Q1: 11,582 shares; 2026Q2: 11,859 shares 11,859 $3.55M 0.25% +277 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: 9,799 shares; 2024Q4: 7,122 shares; 2025Q1: 7,111 shares; 2025Q2: 6,372 shares; 2025Q3: 6,367 shares; 2025Q4: 8,031 shares; 2026Q1: 7,373 shares; 2026Q2: 9,160 shares 9,160 $3.27M 0.23% +1,787 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: 10,716 shares; 2024Q4: 8,626 shares; 2025Q1: 8,481 shares; 2025Q2: 7,470 shares; 2025Q3: 7,068 shares; 2025Q4: 8,060 shares; 2026Q1: 8,765 shares; 2026Q2: 8,953 shares 8,953 $3.16M 0.22% +188 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,570 shares; 2024Q4: 35,117 shares; 2025Q1: 25,391 shares; 2025Q2: 22,534 shares; 2025Q3: 21,521 shares; 2025Q4: 24,365 shares; 2026Q1: 24,490 shares; 2026Q2: 25,936 shares 25,936 $3.05M 0.21% +1,446 Timeline BRK-A 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: not reported; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 4 shares; 2025Q4: 4 shares; 2026Q1: 4 shares; 2026Q2: 4 shares 4 $3M 0.21% 0 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: 193,633 shares; 2024Q4: 116,364 shares; 2025Q1: 83,690 shares; 2025Q2: 60,519 shares; 2025Q3: 52,010 shares; 2025Q4: 37,048 shares; 2026Q1: 34,053 shares; 2026Q2: 30,325 shares 30,325 $2.92M 0.2% -3,728 Timeline VGT 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: 2,653 shares; 2024Q4: 2,637 shares; 2025Q1: 3,006 shares; 2025Q2: 2,812 shares; 2025Q3: 2,812 shares; 2025Q4: 2,805 shares; 2026Q1: 2,806 shares; 2026Q2: 22,658 shares 22,658 $2.71M 0.19% +19,852 Timeline NULV 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: 83,570 shares; 2024Q4: 84,082 shares; 2025Q1: 83,478 shares; 2025Q2: 68,657 shares; 2025Q3: 62,616 shares; 2025Q4: 55,401 shares; 2026Q1: 54,875 shares; 2026Q2: 54,164 shares 54,164 $2.71M 0.19% -711 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: 9,044 shares; 2024Q4: 9,911 shares; 2025Q1: 11,212 shares; 2025Q2: 12,209 shares; 2025Q3: 12,017 shares; 2025Q4: 12,261 shares; 2026Q1: 12,261 shares; 2026Q2: 11,380 shares 11,380 $2.48M 0.17% -881 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,091 shares; 2024Q4: 5,050 shares; 2025Q1: 6,003 shares; 2025Q2: 6,003 shares; 2025Q3: 5,995 shares; 2025Q4: 11,602 shares; 2026Q1: 12,577 shares; 2026Q2: 12,011 shares 12,011 $2.29M 0.16% -566 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: 1,010 shares; 2024Q4: 1,319 shares; 2025Q1: 1,405 shares; 2025Q2: 2,290 shares; 2025Q3: 2,398 shares; 2025Q4: 2,539 shares; 2026Q1: 2,737 shares; 2026Q2: 17,933 shares 17,933 $2.23M 0.15% +15,196 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: 4,342 shares; 2024Q4: 3,939 shares; 2025Q1: 3,812 shares; 2025Q2: 3,939 shares; 2025Q3: 4,139 shares; 2025Q4: 4,186 shares; 2026Q1: 4,111 shares; 2026Q2: 4,346 shares 4,346 $2.17M 0.15% +235 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: 31,177 shares; 2024Q4: 31,873 shares; 2025Q1: 33,293 shares; 2025Q2: 33,251 shares; 2025Q3: 33,913 shares; 2025Q4: 36,066 shares; 2026Q1: 41,450 shares; 2026Q2: 43,378 shares 43,378 $2.06M 0.14% +1,928 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: 105,549 shares; 2024Q4: 101,454 shares; 2025Q1: 106,445 shares; 2025Q2: 81,229 shares; 2025Q3: 48,157 shares; 2025Q4: 29,510 shares; 2026Q1: 31,656 shares; 2026Q2: 31,647 shares 31,647 $1.89M 0.13% -9 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: 188,116 shares; 2024Q4: 159,516 shares; 2025Q1: 94,749 shares; 2025Q2: 95,056 shares; 2025Q3: 90,867 shares; 2025Q4: 89,076 shares; 2026Q1: 94,490 shares; 2026Q2: 76,372 shares 76,372 $1.74M 0.12% -18,118 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: 3,850 shares; 2024Q4: 2,966 shares; 2025Q1: 3,101 shares; 2025Q2: 3,954 shares; 2025Q3: 3,647 shares; 2025Q4: 4,307 shares; 2026Q1: 4,363 shares; 2026Q2: 4,996 shares 4,996 $1.64M 0.11% +633 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: 1,877 shares; 2024Q4: 1,370 shares; 2025Q1: 1,435 shares; 2025Q2: 1,430 shares; 2025Q3: 1,085 shares; 2025Q4: 2,312 shares; 2026Q1: 4,643 shares; 2026Q2: 4,732 shares 4,732 $1.62M 0.11% +89 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,561 shares; 2024Q4: 10,593 shares; 2025Q1: 10,657 shares; 2025Q2: 10,657 shares; 2025Q3: 10,685 shares; 2025Q4: 10,645 shares; 2026Q1: 10,842 shares; 2026Q2: 10,842 shares 10,842 $1.59M 0.11% 0 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,035 shares; 2024Q4: 8,087 shares; 2025Q1: 9,295 shares; 2025Q2: 10,406 shares; 2025Q3: 12,254 shares; 2025Q4: 12,254 shares; 2026Q1: 13,495 shares; 2026Q2: 14,094 shares 14,094 $1.55M 0.11% +599 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: 4,400 shares; 2024Q4: 4,450 shares; 2025Q1: 4,651 shares; 2025Q2: 7,184 shares; 2025Q3: 7,250 shares; 2025Q4: 7,245 shares; 2026Q1: 7,239 shares; 2026Q2: 6,195 shares 6,195 $1.51M 0.1% -1,044 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,982 shares; 2024Q4: 5,982 shares; 2025Q1: 6,592 shares; 2025Q2: 6,517 shares; 2025Q3: 7,334 shares; 2025Q4: 7,334 shares; 2026Q1: 7,477 shares; 2026Q2: 7,627 shares 7,627 $1.43M 0.1% +150 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: 9,659 shares; 2024Q4: 9,616 shares; 2025Q1: 9,368 shares; 2025Q2: 10,103 shares; 2025Q3: 10,049 shares; 2025Q4: 10,051 shares; 2026Q1: 10,053 shares; 2026Q2: 10,056 shares 10,056 $1.38M 0.1% +3 Timeline IBDT 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: 51,786 shares 51,786 $1.31M 0.09% new 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: 8,315 shares; 2024Q4: 34,722 shares; 2025Q1: 34,619 shares; 2025Q2: 52,700 shares; 2025Q3: 41,732 shares; 2025Q4: 40,976 shares; 2026Q1: 41,016 shares; 2026Q2: 40,279 shares 40,279 $1.28M 0.09% -737 Timeline VGLT 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: 32,732 shares; 2024Q4: 34,445 shares; 2025Q1: 47,923 shares; 2025Q2: 33,260 shares; 2025Q3: 28,908 shares; 2025Q4: 26,334 shares; 2026Q1: 26,402 shares; 2026Q2: 22,613 shares 22,613 $1.25M 0.09% -3,789 Timeline BROS DUTCH BROS INC More: the full row for DUTCH BROS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,500 shares; 2024Q4: 11,500 shares; 2025Q1: 13,184 shares; 2025Q2: 13,184 shares; 2025Q3: 13,184 shares; 2025Q4: 16,624 shares; 2026Q1: 16,624 shares; 2026Q2: 16,624 shares 16,624 $1.19M 0.08% 0 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,204 shares 7,204 $1.18M 0.08% new 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: 991 shares; 2024Q4: 943 shares; 2025Q1: 1,008 shares; 2025Q2: 1,046 shares; 2025Q3: 1,008 shares; 2025Q4: 1,029 shares; 2026Q1: 1,173 shares; 2026Q2: 1,220 shares 1,220 $1.14M 0.08% +47 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: 11,743 shares; 2024Q4: 35,229 shares; 2025Q1: 35,229 shares; 2025Q2: 34,917 shares; 2025Q3: 37,997 shares; 2025Q4: 38,790 shares; 2026Q1: 38,790 shares; 2026Q2: 38,690 shares 38,690 $1.12M 0.08% -100 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,416 shares; 2024Q4: 7,974 shares; 2025Q1: 7,585 shares; 2025Q2: 7,852 shares; 2025Q3: 7,424 shares; 2025Q4: 7,668 shares; 2026Q1: 7,904 shares; 2026Q2: 8,012 shares 8,012 $1.1M 0.08% +108 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: 36,829 shares; 2024Q4: 33,839 shares; 2025Q1: 33,307 shares; 2025Q2: 20,407 shares; 2025Q3: 13,101 shares; 2025Q4: 12,105 shares; 2026Q1: 12,858 shares; 2026Q2: 12,063 shares 12,063 $999K 0.07% -795 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: 13,498 shares; 2024Q4: 16,203 shares; 2025Q1: 26,286 shares; 2025Q2: 26,212 shares; 2025Q3: 23,160 shares; 2025Q4: 18,172 shares; 2026Q1: 18,522 shares; 2026Q2: 17,815 shares 17,815 $996K 0.07% -707 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: 903 shares; 2024Q4: 961 shares; 2025Q1: 1,481 shares; 2025Q2: 1,524 shares; 2025Q3: 1,616 shares; 2025Q4: 1,622 shares; 2026Q1: 1,692 shares; 2026Q2: 1,764 shares 1,764 $993K 0.07% +72 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: 960 shares; 2024Q4: 1,265 shares; 2025Q1: 1,373 shares; 2025Q2: 2,025 shares; 2025Q3: 2,029 shares; 2025Q4: 2,113 shares; 2026Q1: 2,697 shares; 2026Q2: 2,689 shares 2,689 $991K 0.07% -8 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: 2,421 shares; 2024Q4: 1,770 shares; 2025Q1: 1,610 shares; 2025Q2: 1,828 shares; 2025Q3: 1,760 shares; 2025Q4: 2,181 shares; 2026Q1: 2,312 shares; 2026Q2: 2,614 shares 2,614 $987K 0.07% +302 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: not reported; 2025Q4: 11,613 shares; 2026Q1: 11,610 shares; 2026Q2: 11,610 shares 11,610 $972K 0.07% 0 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: 3,254 shares; 2024Q4: 2,823 shares; 2025Q1: 2,372 shares; 2025Q2: 2,773 shares; 2025Q3: 2,751 shares; 2025Q4: 2,864 shares; 2026Q1: 3,050 shares; 2026Q2: 3,825 shares 3,825 $971K 0.07% +775 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,913 shares; 2024Q4: 6,914 shares; 2025Q1: 7,622 shares; 2025Q2: 7,770 shares; 2025Q3: 8,342 shares; 2025Q4: 8,189 shares; 2026Q1: 8,361 shares; 2026Q2: 8,483 shares 8,483 $961K 0.07% +122 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: 1,583 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,647 shares 1,647 $957K 0.07% new Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 640 shares; 2025Q2: 1,797 shares; 2025Q3: 1,802 shares; 2025Q4: 1,822 shares; 2026Q1: 1,911 shares; 2026Q2: 11,437 shares 11,437 $945K 0.07% +9,526 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: 1,632 shares; 2024Q4: 1,482 shares; 2025Q1: 1,492 shares; 2025Q2: 1,649 shares; 2025Q3: 1,629 shares; 2025Q4: 2,366 shares; 2026Q1: 2,393 shares; 2026Q2: 2,499 shares 2,499 $934K 0.06% +106 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,866 shares; 2025Q3: 5,845 shares; 2025Q4: 9,536 shares; 2026Q1: 10,146 shares; 2026Q2: 10,146 shares 10,146 $867K 0.06% 0 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: 990 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,059 shares; 2025Q4: 1,063 shares; 2026Q1: 1,089 shares; 2026Q2: 1,194 shares 1,194 $863K 0.06% +105 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,021 shares; 2024Q4: 5,168 shares; 2025Q1: 5,168 shares; 2025Q2: 5,117 shares; 2025Q3: 5,135 shares; 2025Q4: 5,095 shares; 2026Q1: 5,076 shares; 2026Q2: 4,991 shares 4,991 $822K 0.06% -85 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,744 shares; 2024Q4: 2,742 shares; 2025Q1: 3,729 shares; 2025Q2: 3,688 shares; 2025Q3: 3,681 shares; 2025Q4: 3,760 shares; 2026Q1: 4,288 shares; 2026Q2: 4,288 shares 4,288 $794K 0.06% 0 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: 3,677 shares; 2024Q4: 2,641 shares; 2025Q1: 2,270 shares; 2025Q2: 2,314 shares; 2025Q3: 2,277 shares; 2025Q4: 2,599 shares; 2026Q1: 2,706 shares; 2026Q2: 3,143 shares 3,143 $791K 0.05% +437 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,536 shares; 2026Q2: 23,243 shares 23,243 $787K 0.05% +6,707 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,628 shares; 2024Q4: 2,289 shares; 2025Q1: 2,333 shares; 2025Q2: 2,259 shares; 2025Q3: 2,259 shares; 2025Q4: 2,359 shares; 2026Q1: 2,292 shares; 2026Q2: 3,166 shares 3,166 $768K 0.05% +874 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: 6,928 shares; 2024Q4: 6,928 shares; 2025Q1: 6,928 shares; 2025Q2: 5,078 shares; 2025Q3: 5,078 shares; 2025Q4: 5,078 shares; 2026Q1: 5,078 shares; 2026Q2: 4,932 shares 4,932 $751K 0.05% -146 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: 363 shares; 2025Q4: 552 shares; 2026Q1: 582 shares; 2026Q2: 602 shares 602 $707K 0.05% +20 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: 825 shares; 2024Q4: 821 shares; 2025Q1: 786 shares; 2025Q2: 1,102 shares; 2025Q3: 1,102 shares; 2025Q4: 1,305 shares; 2026Q1: 2,089 shares; 2026Q2: 8,558 shares 8,558 $690K 0.05% +6,469 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: 412 shares; 2024Q4: 419 shares; 2025Q1: 367 shares; 2025Q2: 373 shares; 2025Q3: 362 shares; 2025Q4: 578 shares; 2026Q1: 572 shares; 2026Q2: 558 shares 558 $669K 0.05% -14 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,047 shares; 2024Q4: 4,047 shares; 2025Q1: 4,055 shares; 2025Q2: 4,138 shares; 2025Q3: 4,142 shares; 2025Q4: 3,305 shares; 2026Q1: 3,338 shares; 2026Q2: 3,338 shares 3,338 $660K 0.05% 0 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,861 shares; 2024Q4: 3,854 shares; 2025Q1: 3,894 shares; 2025Q2: 3,894 shares; 2025Q3: 3,643 shares; 2025Q4: 3,643 shares; 2026Q1: 3,573 shares; 2026Q2: 3,659 shares 3,659 $654K 0.05% +86 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: 11,515 shares; 2024Q4: 11,136 shares; 2025Q1: 10,877 shares; 2025Q2: 9,238 shares; 2025Q3: 8,698 shares; 2025Q4: 8,698 shares; 2026Q1: 8,216 shares; 2026Q2: 7,205 shares 7,205 $638K 0.04% -1,011 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 967 shares; 2026Q2: 992 shares 992 $629K 0.04% +25 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: 917 shares; 2025Q1: 1,628 shares; 2025Q2: 1,658 shares; 2025Q3: 1,684 shares; 2025Q4: 1,816 shares; 2026Q1: 1,810 shares; 2026Q2: 2,184 shares 2,184 $614K 0.04% +374 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: 2,931 shares; 2024Q4: 2,311 shares; 2025Q1: 2,356 shares; 2025Q2: 2,381 shares; 2025Q3: 2,116 shares; 2025Q4: 2,182 shares; 2026Q1: 2,270 shares; 2026Q2: 3,229 shares 3,229 $613K 0.04% +959 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: 551 shares; 2025Q4: 551 shares; 2026Q1: 572 shares; 2026Q2: 572 shares 572 $609K 0.04% 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: 5,182 shares; 2024Q4: 6,587 shares; 2025Q1: 8,111 shares; 2025Q2: 8,111 shares; 2025Q3: 6,099 shares; 2025Q4: 6,075 shares; 2026Q1: 5,875 shares; 2026Q2: 6,632 shares 6,632 $590K 0.04% +757 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: not reported; 2025Q1: not reported; 2025Q2: 17,878 shares; 2025Q3: 16,452 shares; 2025Q4: 15,899 shares; 2026Q1: 15,899 shares; 2026Q2: 15,899 shares 15,899 $574K 0.04% 0 Timeline KBWB 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: 8,884 shares; 2024Q4: 8,529 shares; 2025Q1: 8,400 shares; 2025Q2: 7,112 shares; 2025Q3: 6,386 shares; 2025Q4: 6,322 shares; 2026Q1: 6,078 shares; 2026Q2: 6,078 shares 6,078 $565K 0.04% 0 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: 3,837 shares; 2024Q4: 3,595 shares; 2025Q1: 3,266 shares; 2025Q2: 3,814 shares; 2025Q3: 3,628 shares; 2025Q4: 4,100 shares; 2026Q1: 3,762 shares; 2026Q2: 4,720 shares 4,720 $554K 0.04% +958 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: 4,644 shares; 2024Q4: 3,587 shares; 2025Q1: 2,981 shares; 2025Q2: 3,363 shares; 2025Q3: 3,315 shares; 2025Q4: 4,251 shares; 2026Q1: 4,012 shares; 2026Q2: 4,135 shares 4,135 $531K 0.04% +123 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO 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: 10,406 shares 10,406 $500K 0.03% new 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: 4,280 shares; 2024Q4: 2,258 shares; 2025Q1: 1,812 shares; 2025Q2: 1,345 shares; 2025Q3: 1,511 shares; 2025Q4: 1,463 shares; 2026Q1: 1,194 shares; 2026Q2: 1,166 shares 1,166 $490K 0.03% -28 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,258 shares; 2024Q4: 3,259 shares; 2025Q1: 4,341 shares; 2025Q2: 4,341 shares; 2025Q3: 4,331 shares; 2025Q4: 4,249 shares; 2026Q1: 4,451 shares; 2026Q2: 4,451 shares 4,451 $477K 0.03% 0 Timeline NOBL PROSHARES TR More: the full row for PROSHARES 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: 4,142 shares; 2026Q2: 8,284 shares 8,284 $465K 0.03% +4,142 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,028 shares; 2025Q2: 3,882 shares; 2025Q3: 3,763 shares; 2025Q4: 3,913 shares; 2026Q1: 5,983 shares; 2026Q2: 5,983 shares 5,983 $452K 0.03% 0 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: 1,994 shares; 2024Q4: 1,994 shares; 2025Q1: 1,926 shares; 2025Q2: 1,926 shares; 2025Q3: 1,926 shares; 2025Q4: 2,565 shares; 2026Q1: 2,600 shares; 2026Q2: 2,600 shares 2,600 $426K 0.03% 0 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: 25,695 shares; 2024Q4: 25,655 shares; 2025Q1: 23,639 shares; 2025Q2: 23,310 shares; 2025Q3: 22,119 shares; 2025Q4: 18,572 shares; 2026Q1: 18,572 shares; 2026Q2: 16,579 shares 16,579 $414K 0.03% -1,993 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,073 shares; 2024Q4: 3,408 shares; 2025Q1: 3,222 shares; 2025Q2: 3,276 shares; 2025Q3: 2,720 shares; 2025Q4: 2,813 shares; 2026Q1: 2,645 shares; 2026Q2: 2,629 shares 2,629 $385K 0.03% -16 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: 2,997 shares; 2026Q1: 3,986 shares; 2026Q2: 3,976 shares 3,976 $384K 0.03% -10 Timeline GRID 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: 1,561 shares; 2025Q3: 1,646 shares; 2025Q4: 1,736 shares; 2026Q1: 1,689 shares; 2026Q2: 1,975 shares 1,975 $379K 0.03% +286 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,200 shares; 2025Q3: 3,153 shares; 2025Q4: 3,153 shares; 2026Q1: 3,150 shares; 2026Q2: 3,150 shares 3,150 $375K 0.03% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,174 shares; 2026Q2: 8,174 shares 8,174 $374K 0.03% 0 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS 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: 1,474 shares; 2026Q1: 1,446 shares; 2026Q2: 1,383 shares 1,383 $374K 0.03% -63 Timeline VSS 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: 33,223 shares; 2024Q4: 33,984 shares; 2025Q1: 34,722 shares; 2025Q2: 23,341 shares; 2025Q3: 8,123 shares; 2025Q4: 3,415 shares; 2026Q1: 2,752 shares; 2026Q2: 2,413 shares 2,413 $372K 0.03% -339 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: 1,175 shares; 2024Q4: 1,175 shares; 2025Q1: 851 shares; 2025Q2: 897 shares; 2025Q3: 966 shares; 2025Q4: 1,100 shares; 2026Q1: 1,069 shares; 2026Q2: 1,092 shares 1,092 $369K 0.03% +23 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 738 shares 738 $352K 0.02% new Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,140 shares; 2024Q4: 3,120 shares; 2025Q1: 3,120 shares; 2025Q2: 3,432 shares; 2025Q3: 3,240 shares; 2025Q4: 3,542 shares; 2026Q1: 3,669 shares; 2026Q2: 3,840 shares 3,840 $348K 0.02% +171 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: 2,155 shares; 2024Q4: 2,334 shares; 2025Q1: 1,813 shares; 2025Q2: 1,966 shares; 2025Q3: 1,830 shares; 2025Q4: 2,793 shares; 2026Q1: 2,272 shares; 2026Q2: 2,364 shares 2,364 $347K 0.02% +92 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK 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: 191 shares; 2026Q1: 227 shares; 2026Q2: 358 shares 358 $345K 0.02% +131 Timeline EUSA 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: 2,754 shares; 2025Q3: 2,754 shares; 2025Q4: 2,754 shares; 2026Q1: 2,923 shares; 2026Q2: 2,923 shares 2,923 $334K 0.02% 0 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV 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: 169 shares; 2026Q2: 163 shares 163 $324K 0.02% -6 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: not reported; 2024Q4: 8,808 shares; 2025Q1: 11,006 shares; 2025Q2: 10,843 shares; 2025Q3: 10,856 shares; 2025Q4: 10,856 shares; 2026Q1: 10,856 shares; 2026Q2: 10,856 shares 10,856 $320K 0.02% 0 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY 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: 275 shares 275 $317K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,936 shares; 2026Q1: not reported; 2026Q2: 5,498 shares 5,498 $313K 0.02% new 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: not reported; 2025Q2: 1,083 shares; 2025Q3: 1,142 shares; 2025Q4: 1,014 shares; 2026Q1: 1,022 shares; 2026Q2: 1,022 shares 1,022 $307K 0.02% 0 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 379 shares; 2025Q1: 392 shares; 2025Q2: 400 shares; 2025Q3: 424 shares; 2025Q4: 403 shares; 2026Q1: 404 shares; 2026Q2: 403 shares 403 $304K 0.02% -1 Timeline IBDU 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: 12,942 shares; 2026Q2: 13,072 shares 13,072 $303K 0.02% +130 Timeline VONE 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: 892 shares; 2026Q1: 892 shares; 2026Q2: 892 shares 892 $302K 0.02% 0 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,158 shares; 2025Q2: 1,158 shares; 2025Q3: 1,146 shares; 2025Q4: 2,302 shares; 2026Q1: 2,565 shares; 2026Q2: 2,565 shares 2,565 $301K 0.02% 0 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER 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: 5,626 shares; 2026Q2: 5,626 shares 5,626 $301K 0.02% 0 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: 2,625 shares; 2024Q4: 7,875 shares; 2025Q1: 7,875 shares; 2025Q2: 7,875 shares; 2025Q3: 7,875 shares; 2025Q4: 7,875 shares; 2026Q1: 7,875 shares; 2026Q2: 7,875 shares 7,875 $290K 0.02% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,144 shares; 2025Q4: 1,144 shares; 2026Q1: 1,144 shares; 2026Q2: 1,144 shares 1,144 $289K 0.02% 0 Timeline GLW CORNING INC More: the full row for CORNING 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: 1,128 shares 1,128 $288K 0.02% new Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE 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: 2,425 shares 2,425 $285K 0.02% new Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL 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: 1,562 shares 1,562 $283K 0.02% new Timeline DFUS 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: 3,390 shares; 2026Q1: 3,390 shares; 2026Q2: 3,390 shares 3,390 $278K 0.02% 0 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,352 shares; 2024Q4: 2,618 shares; 2025Q1: 2,618 shares; 2025Q2: 2,600 shares; 2025Q3: 2,614 shares; 2025Q4: 2,794 shares; 2026Q1: 2,816 shares; 2026Q2: 2,671 shares 2,671 $278K 0.02% -145 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 772 shares; 2025Q2: 793 shares; 2025Q3: 762 shares; 2025Q4: 659 shares; 2026Q1: 543 shares; 2026Q2: 535 shares 535 $273K 0.02% -8 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: 1,083 shares; 2024Q4: 1,047 shares; 2025Q1: 1,129 shares; 2025Q2: 1,038 shares; 2025Q3: 1,036 shares; 2025Q4: 1,304 shares; 2026Q1: 1,197 shares; 2026Q2: 1,194 shares 1,194 $266K 0.02% -3 Timeline VXF 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: 1,051 shares; 2025Q3: 1,079 shares; 2025Q4: 1,105 shares; 2026Q1: 1,079 shares; 2026Q2: 1,072 shares 1,072 $264K 0.02% -7 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,098 shares; 2024Q4: 3,091 shares; 2025Q1: 2,880 shares; 2025Q2: 2,916 shares; 2025Q3: 2,947 shares; 2025Q4: 3,157 shares; 2026Q1: 3,206 shares; 2026Q2: 3,175 shares 3,175 $264K 0.02% -31 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,613 shares; 2024Q4: 3,888 shares; 2025Q1: 3,609 shares; 2025Q2: 3,356 shares; 2025Q3: 3,013 shares; 2025Q4: 3,013 shares; 2026Q1: 2,782 shares; 2026Q2: 2,532 shares 2,532 $254K 0.02% -250 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH 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: not reported; 2026Q2: 575 shares 575 $249K 0.02% new 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: 1,287 shares; 2024Q4: 1,058 shares; 2025Q1: 764 shares; 2025Q2: 884 shares; 2025Q3: 548 shares; 2025Q4: 645 shares; 2026Q1: 721 shares; 2026Q2: 702 shares 702 $248K 0.02% -19 Timeline RSPT 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,830 shares 3,830 $247K 0.02% new Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON 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: not reported; 2026Q1: not reported; 2026Q2: 1,429 shares 1,429 $237K 0.02% new Timeline VPU 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: 1,264 shares; 2024Q4: 1,264 shares; 2025Q1: 1,190 shares; 2025Q2: 1,191 shares; 2025Q3: 1,190 shares; 2025Q4: 1,190 shares; 2026Q1: 1,190 shares; 2026Q2: 1,190 shares 1,190 $233K 0.02% 0 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS 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: 677 shares 677 $231K 0.02% new Timeline DFAT 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: 3,277 shares; 2026Q2: 3,277 shares 3,277 $229K 0.02% 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: 11,090 shares; 2024Q4: 10,586 shares; 2025Q1: 9,526 shares; 2025Q2: 8,779 shares; 2025Q3: 4,802 shares; 2025Q4: 4,665 shares; 2026Q1: 3,925 shares; 2026Q2: 2,741 shares 2,741 $226K 0.02% -1,184 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS 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: 312 shares 312 $225K 0.02% new Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,702 shares; 2024Q4: 1,802 shares; 2025Q1: 1,575 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,396 shares; 2026Q1: 1,538 shares; 2026Q2: 1,656 shares 1,656 $224K 0.02% +118 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY 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: not reported; 2026Q2: 850 shares 850 $221K 0.02% new Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW 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: 1,418 shares; 2026Q2: 1,456 shares 1,456 $221K 0.02% +38 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,400 shares 1,400 $215K 0.01% new Timeline AROW ARROW FINL CORP More: the full row for ARROW FINL 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: not reported; 2026Q2: 5,161 shares 5,161 $212K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 348 shares; 2026Q1: not reported; 2026Q2: 420 shares 420 $211K 0.01% new 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: 2,494 shares 2,494 $205K 0.01% new Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR 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: 3,826 shares 3,826 $205K 0.01% new Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 490 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 419 shares; 2026Q2: 398 shares 398 $204K 0.01% -21 Timeline