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: 294,455 shares; 2024Q4: 301,662 shares; 2025Q1: 334,975 shares; 2025Q2: 362,406 shares; 2025Q3: 372,373 shares; 2025Q4: 379,593 shares; 2026Q1: 382,983 shares; 2026Q2: 400,678 shares 400,678 $87.3M 13.4% +17,695 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: 131,090 shares; 2024Q4: 130,283 shares; 2025Q1: 148,405 shares; 2025Q2: 145,810 shares; 2025Q3: 142,838 shares; 2025Q4: 143,401 shares; 2026Q1: 160,851 shares; 2026Q2: 941,433 shares 941,433 $81.1M 12.45% +780,582 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 667,745 shares; 2024Q4: 700,995 shares; 2025Q1: 758,711 shares; 2025Q2: 817,809 shares; 2025Q3: 894,469 shares; 2025Q4: 949,152 shares; 2026Q1: 1,009,460 shares; 2026Q2: 1,123,054 shares 1,123,054 $65.4M 10.03% +113,594 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: 534,470 shares; 2024Q4: 572,551 shares; 2025Q1: 540,812 shares; 2025Q2: 561,049 shares; 2025Q3: 586,272 shares; 2025Q4: 601,628 shares; 2026Q1: 638,590 shares; 2026Q2: 641,678 shares 641,678 $56.8M 8.72% +3,088 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 335,710 shares; 2024Q4: 360,485 shares; 2025Q1: 415,711 shares; 2025Q2: 453,153 shares; 2025Q3: 492,834 shares; 2025Q4: 524,344 shares; 2026Q1: 550,056 shares; 2026Q2: 615,146 shares 615,146 $47.9M 7.36% +65,090 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: 644,263 shares; 2024Q4: 657,470 shares; 2025Q1: 635,394 shares; 2025Q2: 652,895 shares; 2025Q3: 649,782 shares; 2025Q4: 671,353 shares; 2026Q1: 709,153 shares; 2026Q2: 700,470 shares 700,470 $41.8M 6.42% -8,683 Timeline VOT 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: 69,951 shares; 2024Q4: 69,069 shares; 2025Q1: 86,143 shares; 2025Q2: 84,976 shares; 2025Q3: 86,295 shares; 2025Q4: 93,548 shares; 2026Q1: 104,402 shares; 2026Q2: 104,624 shares 104,624 $32M 4.92% +222 Timeline VPL VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 318,214 shares; 2024Q4: 331,952 shares; 2025Q1: 283,906 shares; 2025Q2: 291,796 shares; 2025Q3: 282,025 shares; 2025Q4: 290,372 shares; 2026Q1: 283,440 shares; 2026Q2: 274,048 shares 274,048 $31.7M 4.87% -9,392 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: 96,963 shares; 2024Q4: 99,533 shares; 2025Q1: 126,367 shares; 2025Q2: 135,986 shares; 2025Q3: 141,799 shares; 2025Q4: 145,699 shares; 2026Q1: 146,890 shares; 2026Q2: 153,517 shares 153,517 $30.3M 4.66% +6,627 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: 174,973 shares; 2024Q4: 187,894 shares; 2025Q1: 203,404 shares; 2025Q2: 230,808 shares; 2025Q3: 245,637 shares; 2025Q4: 267,055 shares; 2026Q1: 278,196 shares; 2026Q2: 289,502 shares 289,502 $27.9M 4.29% +11,306 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 359,534 shares; 2024Q4: 382,919 shares; 2025Q1: 277,210 shares; 2025Q2: 299,183 shares; 2025Q3: 323,717 shares; 2025Q4: 344,406 shares; 2026Q1: 363,881 shares; 2026Q2: 398,214 shares 398,214 $20.9M 3.2% +34,333 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: 35,321 shares; 2024Q4: 35,086 shares; 2025Q1: 49,138 shares; 2025Q2: 51,192 shares; 2025Q3: 50,886 shares; 2025Q4: 52,374 shares; 2026Q1: 54,767 shares; 2026Q2: 54,594 shares 54,594 $20M 3.06% -173 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: 61,172 shares; 2024Q4: 61,708 shares; 2025Q1: 67,942 shares; 2025Q2: 72,475 shares; 2025Q3: 73,710 shares; 2025Q4: 76,868 shares; 2026Q1: 79,186 shares; 2026Q2: 80,770 shares 80,770 $19.6M 3.01% +1,584 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: 57,516 shares; 2024Q4: 60,978 shares; 2025Q1: 65,494 shares; 2025Q2: 66,613 shares; 2025Q3: 64,445 shares; 2025Q4: 68,169 shares; 2026Q1: 70,841 shares; 2026Q2: 70,266 shares 70,266 $10.8M 1.66% -575 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,919 shares; 2024Q4: 45,057 shares; 2025Q1: 48,036 shares; 2025Q2: 49,501 shares; 2025Q3: 52,388 shares; 2025Q4: 55,405 shares; 2026Q1: 58,409 shares; 2026Q2: 61,109 shares 61,109 $6.58M 1.01% +2,700 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: 36,256 shares; 2024Q4: 35,830 shares; 2025Q1: 40,446 shares; 2025Q2: 44,943 shares; 2025Q3: 47,886 shares; 2025Q4: 50,374 shares; 2026Q1: 52,874 shares; 2026Q2: 55,973 shares 55,973 $5.96M 0.91% +3,099 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: 705 shares; 2024Q4: 705 shares; 2025Q1: 705 shares; 2025Q2: 705 shares; 2025Q3: 705 shares; 2025Q4: 705 shares; 2026Q1: 705 shares; 2026Q2: 6,191 shares 6,191 $4.62M 0.71% +5,486 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,805 shares; 2024Q4: 51,777 shares; 2025Q1: 59,635 shares; 2025Q2: 66,297 shares; 2025Q3: 61,970 shares; 2025Q4: 46,614 shares; 2026Q1: 37,722 shares; 2026Q2: 41,456 shares 41,456 $3.28M 0.5% +3,734 Timeline XOM EXXONMOBIL HOLDINGS CORP More: the full row for EXXONMOBIL HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 20,838 shares 20,838 $2.85M 0.44% new Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,316 shares; 2024Q4: 16,079 shares; 2025Q1: 15,940 shares; 2025Q2: 16,136 shares; 2025Q3: 16,238 shares; 2025Q4: 16,323 shares; 2026Q1: 16,255 shares; 2026Q2: 15,945 shares 15,945 $2.5M 0.38% -310 Timeline IPAC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58,855 shares; 2024Q4: 66,413 shares; 2025Q1: 51,416 shares; 2025Q2: 28,112 shares; 2025Q3: 28,502 shares; 2025Q4: 28,264 shares; 2026Q1: 28,655 shares; 2026Q2: 28,089 shares 28,089 $2.3M 0.35% -566 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: 10,005 shares; 2024Q4: 10,200 shares; 2025Q1: 10,188 shares; 2025Q2: 11,543 shares; 2025Q3: 10,176 shares; 2025Q4: 9,569 shares; 2026Q1: 10,762 shares; 2026Q2: 10,621 shares 10,621 $2M 0.31% -141 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: 6,179 shares; 2024Q4: 6,204 shares; 2025Q1: 6,017 shares; 2025Q2: 5,904 shares; 2025Q3: 6,097 shares; 2025Q4: 5,906 shares; 2026Q1: 6,094 shares; 2026Q2: 6,447 shares 6,447 $1.87M 0.29% +353 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: 18,978 shares; 2024Q4: 18,944 shares; 2025Q1: 14,987 shares; 2025Q2: 9,912 shares; 2025Q3: 10,200 shares; 2025Q4: 10,415 shares; 2026Q1: 10,703 shares; 2026Q2: 10,394 shares 10,394 $1.54M 0.24% -309 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,854 shares; 2024Q4: 20,774 shares; 2025Q1: 21,186 shares; 2025Q2: 22,998 shares; 2025Q3: 26,638 shares; 2025Q4: 25,584 shares; 2026Q1: 27,541 shares; 2026Q2: 28,767 shares 28,767 $1.46M 0.22% +1,226 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,522 shares; 2024Q4: 3,573 shares; 2025Q1: 3,424 shares; 2025Q2: 3,534 shares; 2025Q3: 3,489 shares; 2025Q4: 3,396 shares; 2026Q1: 3,546 shares; 2026Q2: 3,594 shares 3,594 $1.34M 0.21% +48 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: 2,380 shares; 2024Q4: 2,380 shares; 2025Q1: 2,380 shares; 2025Q2: 2,380 shares; 2025Q3: 2,380 shares; 2025Q4: 2,520 shares; 2026Q1: 2,520 shares; 2026Q2: 10,080 shares 10,080 $1.25M 0.19% +7,560 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,378 shares; 2024Q4: 3,378 shares; 2025Q1: 3,426 shares; 2025Q2: 3,424 shares; 2025Q3: 3,663 shares; 2025Q4: 3,518 shares; 2026Q1: 3,580 shares; 2026Q2: 3,533 shares 3,533 $1.25M 0.19% -47 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,978 shares; 2025Q3: 2,697 shares; 2025Q4: 2,697 shares; 2026Q1: 2,706 shares; 2026Q2: 3,160 shares 3,160 $1.18M 0.18% +454 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: 6,155 shares; 2024Q4: 6,556 shares; 2025Q1: 7,064 shares; 2025Q2: 7,008 shares; 2025Q3: 6,880 shares; 2025Q4: 6,813 shares; 2026Q1: 6,996 shares; 2026Q2: 7,083 shares 7,083 $1.16M 0.18% +87 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: 7,614 shares; 2024Q4: 8,077 shares; 2025Q1: 8,712 shares; 2025Q2: 8,655 shares; 2025Q3: 8,400 shares; 2025Q4: 8,385 shares; 2026Q1: 8,774 shares; 2026Q2: 8,734 shares 8,734 $1.15M 0.18% -40 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: 10,658 shares; 2024Q4: 10,658 shares; 2025Q1: 10,658 shares; 2025Q2: 10,699 shares; 2025Q3: 10,699 shares; 2025Q4: 11,337 shares; 2026Q1: 11,489 shares; 2026Q2: 11,771 shares 11,771 $1.14M 0.17% +282 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,336 shares; 2024Q4: 4,357 shares; 2025Q1: 4,420 shares; 2025Q2: 4,450 shares; 2025Q3: 4,629 shares; 2025Q4: 4,529 shares; 2026Q1: 4,902 shares; 2026Q2: 4,722 shares 4,722 $1.13M 0.17% -180 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: 9,228 shares; 2024Q4: 10,674 shares; 2025Q1: 10,419 shares; 2025Q2: 10,380 shares; 2025Q3: 10,594 shares; 2025Q4: 10,655 shares; 2026Q1: 10,652 shares; 2026Q2: 10,861 shares 10,861 $1.12M 0.17% +209 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,823 shares; 2024Q4: 1,823 shares; 2025Q1: 1,823 shares; 2025Q2: 1,897 shares; 2025Q3: 1,777 shares; 2025Q4: 1,959 shares; 2026Q1: 1,399 shares; 2026Q2: 1,557 shares 1,557 $1.07M 0.16% +158 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: 7,536 shares; 2024Q4: 7,576 shares; 2025Q1: 7,458 shares; 2025Q2: 7,418 shares; 2025Q3: 7,185 shares; 2025Q4: 7,185 shares; 2026Q1: 7,224 shares; 2026Q2: 7,251 shares 7,251 $1.06M 0.16% +27 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,130 shares; 2024Q4: 2,124 shares; 2025Q1: 2,124 shares; 2025Q2: 2,124 shares; 2025Q3: 2,124 shares; 2025Q4: 2,127 shares; 2026Q1: 2,137 shares; 2026Q2: 2,137 shares 2,137 $1.06M 0.16% 0 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: 40,372 shares; 2024Q4: 40,132 shares; 2025Q1: 38,952 shares; 2025Q2: 36,704 shares; 2025Q3: 32,897 shares; 2025Q4: 13,746 shares; 2026Q1: 12,791 shares; 2026Q2: 12,784 shares 12,784 $1.05M 0.16% -7 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: 743 shares; 2025Q3: 743 shares; 2025Q4: 745 shares; 2026Q1: 748 shares; 2026Q2: 860 shares 860 $1.01M 0.16% +112 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: 2,615 shares; 2024Q4: 2,766 shares; 2025Q1: 2,766 shares; 2025Q2: 2,865 shares; 2025Q3: 2,845 shares; 2025Q4: 2,804 shares; 2026Q1: 2,898 shares; 2026Q2: 2,765 shares 2,765 $988K 0.15% -133 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,483 shares; 2024Q4: 8,483 shares; 2025Q1: 8,483 shares; 2025Q2: 8,483 shares; 2025Q3: 8,483 shares; 2025Q4: 8,483 shares; 2026Q1: 8,483 shares; 2026Q2: 8,483 shares 8,483 $960K 0.15% 0 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61,459 shares; 2024Q4: 73,619 shares; 2025Q1: 50,862 shares; 2025Q2: 11,083 shares; 2025Q3: 12,576 shares; 2025Q4: 11,850 shares; 2026Q1: 12,831 shares; 2026Q2: 12,260 shares 12,260 $922K 0.14% -571 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: 2,277 shares; 2024Q4: 2,624 shares; 2025Q1: 3,327 shares; 2025Q2: 3,825 shares; 2025Q3: 3,908 shares; 2025Q4: 3,713 shares; 2026Q1: 4,164 shares; 2026Q2: 4,496 shares 4,496 $900K 0.14% +332 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,342 shares 4,342 $823K 0.13% new Timeline QQEW 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,100 shares 5,100 $814K 0.12% new 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: 20,345 shares; 2024Q4: 23,161 shares; 2025Q1: 23,670 shares; 2025Q2: 24,484 shares; 2025Q3: 26,137 shares; 2025Q4: 26,925 shares; 2026Q1: 26,423 shares; 2026Q2: 29,500 shares 29,500 $737K 0.11% +3,077 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63,526 shares; 2024Q4: 63,475 shares; 2025Q1: 34,792 shares; 2025Q2: 9,420 shares; 2025Q3: 10,635 shares; 2025Q4: 10,804 shares; 2026Q1: 11,080 shares; 2026Q2: 10,928 shares 10,928 $726K 0.11% -152 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG 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: 4,605 shares; 2026Q2: 4,603 shares 4,603 $721K 0.11% -2 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,023 shares; 2024Q4: 10,023 shares; 2025Q1: 10,023 shares; 2025Q2: 10,023 shares; 2025Q3: 10,023 shares; 2025Q4: 10,023 shares; 2026Q1: 7,523 shares; 2026Q2: 7,523 shares 7,523 $690K 0.11% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,622 shares 3,622 $671K 0.1% new 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,375 shares 7,375 $663K 0.1% new Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,570 shares; 2024Q4: 3,570 shares; 2025Q1: 3,520 shares; 2025Q2: 4,834 shares; 2025Q3: 4,649 shares; 2025Q4: 4,649 shares; 2026Q1: 3,374 shares; 2026Q2: 5,084 shares 5,084 $653K 0.1% +1,710 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: 9,305 shares; 2024Q4: 10,010 shares; 2025Q1: 11,044 shares; 2025Q2: 11,555 shares; 2025Q3: 12,189 shares; 2025Q4: 12,249 shares; 2026Q1: 12,315 shares; 2026Q2: 13,682 shares 13,682 $649K 0.1% +1,367 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: 542 shares 542 $625K 0.1% new 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: 2,344 shares; 2024Q4: 2,344 shares; 2025Q1: 2,344 shares; 2025Q2: 2,224 shares; 2025Q3: 2,224 shares; 2025Q4: 2,788 shares; 2026Q1: 2,788 shares; 2026Q2: 4,496 shares 4,496 $618K 0.09% +1,708 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: 35,548 shares; 2024Q4: 35,793 shares; 2025Q1: 24,047 shares; 2025Q2: 4,796 shares; 2025Q3: 5,423 shares; 2025Q4: 5,274 shares; 2026Q1: 5,318 shares; 2026Q2: 5,453 shares 5,453 $601K 0.09% +135 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: 8,620 shares; 2024Q4: 9,110 shares; 2025Q1: 10,537 shares; 2025Q2: 10,545 shares; 2025Q3: 10,245 shares; 2025Q4: 10,314 shares; 2026Q1: 10,113 shares; 2026Q2: 10,145 shares 10,145 $567K 0.09% +32 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: 1,470 shares; 2024Q4: 1,503 shares; 2025Q1: 1,503 shares; 2025Q2: 1,503 shares; 2025Q3: 1,503 shares; 2025Q4: 1,549 shares; 2026Q1: 1,573 shares; 2026Q2: 1,637 shares 1,637 $562K 0.09% +64 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 308 shares; 2025Q4: 529 shares; 2026Q1: 734 shares; 2026Q2: 734 shares 734 $550K 0.08% 0 Timeline ALAI THE ALGER ETF TRUST More: the full row for THE ALGER 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: 11,990 shares 11,990 $547K 0.08% new 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: 10,435 shares; 2024Q4: 11,407 shares; 2025Q1: 11,576 shares; 2025Q2: 11,432 shares; 2025Q3: 10,968 shares; 2025Q4: 10,821 shares; 2026Q1: 10,398 shares; 2026Q2: 9,958 shares 9,958 $545K 0.08% -440 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: 1,863 shares; 2024Q4: 1,863 shares; 2025Q1: 1,873 shares; 2025Q2: 1,826 shares; 2025Q3: 1,816 shares; 2025Q4: 1,830 shares; 2026Q1: 1,832 shares; 2026Q2: 1,927 shares 1,927 $542K 0.08% +95 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: 867 shares; 2024Q4: 901 shares; 2025Q1: 902 shares; 2025Q2: 893 shares; 2025Q3: 893 shares; 2025Q4: 905 shares; 2026Q1: 953 shares; 2026Q2: 949 shares 949 $535K 0.08% -4 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,050 shares; 2024Q4: 5,175 shares; 2025Q1: 4,975 shares; 2025Q2: 5,425 shares; 2025Q3: 5,425 shares; 2025Q4: 5,443 shares; 2026Q1: 5,459 shares; 2026Q2: 5,443 shares 5,443 $524K 0.08% -16 Timeline FIW 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,449 shares 4,449 $487K 0.07% new Timeline FEGE RBB FUND TRUST More: the full row for RBB FUND 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: 9,408 shares 9,408 $460K 0.07% new 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: 2,125 shares; 2024Q4: 2,105 shares; 2025Q1: 2,105 shares; 2025Q2: 2,085 shares; 2025Q3: 2,070 shares; 2025Q4: 2,045 shares; 2026Q1: 1,987 shares; 2026Q2: 1,925 shares 1,925 $455K 0.07% -62 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,881 shares 1,881 $424K 0.07% new 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: 3,831 shares; 2024Q4: 3,850 shares; 2025Q1: 4,268 shares; 2025Q2: 4,330 shares; 2025Q3: 4,809 shares; 2025Q4: 5,560 shares; 2026Q1: 5,661 shares; 2026Q2: 5,333 shares 5,333 $411K 0.06% -328 Timeline JBND J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,588 shares 7,588 $406K 0.06% new Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE 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: 7,541 shares 7,541 $372K 0.06% new Timeline GSK GSK PLC More: the full row for GSK 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,852 shares 6,852 $359K 0.06% new Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,400 shares; 2024Q4: 8,700 shares; 2025Q1: 8,700 shares; 2025Q2: 8,960 shares; 2025Q3: 8,960 shares; 2025Q4: 8,498 shares; 2026Q1: 8,483 shares; 2026Q2: 8,483 shares 8,483 $348K 0.05% 0 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 435 shares; 2025Q3: 478 shares; 2025Q4: 263 shares; 2026Q1: 282 shares; 2026Q2: 290 shares 290 $348K 0.05% +8 Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS 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: 7,397 shares 7,397 $338K 0.05% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,887 shares; 2025Q4: 1,933 shares; 2026Q1: 2,319 shares; 2026Q2: 2,197 shares 2,197 $326K 0.05% -122 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: 919 shares; 2024Q4: 919 shares; 2025Q1: 912 shares; 2025Q2: 826 shares; 2025Q3: 876 shares; 2025Q4: 890 shares; 2026Q1: 903 shares; 2026Q2: 909 shares 909 $321K 0.05% +6 Timeline HLNE HAMILTON LANE INC More: the full row for HAMILTON LANE 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: 4,529 shares; 2025Q4: 4,058 shares; 2026Q1: 4,058 shares; 2026Q2: 4,058 shares 4,058 $320K 0.05% 0 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 619 shares 619 $310K 0.05% 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: 1,769 shares; 2024Q4: 1,729 shares; 2025Q1: 1,729 shares; 2025Q2: 1,729 shares; 2025Q3: 1,709 shares; 2025Q4: 1,574 shares; 2026Q1: 1,584 shares; 2026Q2: 1,589 shares 1,589 $287K 0.04% +5 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,412 shares; 2024Q4: 2,412 shares; 2025Q1: 2,412 shares; 2025Q2: 2,412 shares; 2025Q3: 2,412 shares; 2025Q4: 2,423 shares; 2026Q1: 2,412 shares; 2026Q2: 2,426 shares 2,426 $276K 0.04% +14 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: 69,924 shares; 2024Q4: 69,834 shares; 2025Q1: 33,145 shares; 2025Q2: 3,719 shares; 2025Q3: 3,714 shares; 2025Q4: 3,934 shares; 2026Q1: 4,535 shares; 2026Q2: 3,304 shares 3,304 $274K 0.04% -1,231 Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED 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: 3,575 shares 3,575 $268K 0.04% new Timeline QBTS D-WAVE QUANTUM INC More: the full row for D-WAVE QUANTUM 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: 10,420 shares; 2025Q4: 9,970 shares; 2026Q1: 10,657 shares; 2026Q2: 10,607 shares 10,607 $254K 0.04% -50 Timeline INCY INCYTE CORP More: the full row for INCYTE 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: 2,193 shares 2,193 $249K 0.04% new Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 885 shares; 2024Q4: 885 shares; 2025Q1: 1,043 shares; 2025Q2: 976 shares; 2025Q3: 976 shares; 2025Q4: 882 shares; 2026Q1: 877 shares; 2026Q2: 878 shares 878 $242K 0.04% +1 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB 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: 4,137 shares 4,137 $238K 0.04% new Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 781 shares 781 $227K 0.03% new 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: 4,639 shares; 2024Q4: 4,632 shares; 2025Q1: 1,600 shares; 2025Q2: 1,600 shares; 2025Q3: 1,600 shares; 2025Q4: 1,580 shares; 2026Q1: 1,480 shares; 2026Q2: 1,433 shares 1,433 $226K 0.03% -47 Timeline HGER HARBOR ETF TRUST More: the full row for HARBOR 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: 7,661 shares 7,661 $225K 0.03% new 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: 1,915 shares; 2024Q4: 1,915 shares; 2025Q1: 1,695 shares; 2025Q2: 1,466 shares; 2025Q3: 1,466 shares; 2025Q4: 1,475 shares; 2026Q1: 1,507 shares; 2026Q2: 1,514 shares 1,514 $222K 0.03% +7 Timeline RDY DR REDDYS LABS LTD More: the full row for DR REDDYS LABS LTD 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: 15,217 shares; 2026Q1: 15,226 shares; 2026Q2: 15,133 shares 15,133 $219K 0.03% -93 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,052 shares; 2025Q3: not reported; 2025Q4: 1,877 shares; 2026Q1: 1,925 shares; 2026Q2: 1,919 shares 1,919 $217K 0.03% -6 Timeline CGMM CAPITAL GROUP EQUITY ETF TR More: the full row for CAPITAL GROUP EQUITY ETF 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: 6,495 shares 6,495 $214K 0.03% new 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: 1,793 shares; 2024Q4: 1,363 shares; 2025Q1: not reported; 2025Q2: 1,170 shares; 2025Q3: 1,086 shares; 2025Q4: 1,036 shares; 2026Q1: not reported; 2026Q2: 828 shares 828 $209K 0.03% new Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,178 shares; 2024Q4: 1,178 shares; 2025Q1: 1,178 shares; 2025Q2: 1,178 shares; 2025Q3: 1,178 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 928 shares 928 $204K 0.03% new Timeline