IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 258,860 shares; 2024Q4: 279,608 shares; 2025Q1: 319,195 shares; 2025Q2: 326,226 shares; 2025Q3: 354,901 shares; 2025Q4: 418,241 shares; 2026Q1: 550,348 shares; 2026Q2: 585,975 shares 585,975 $55.4M 10.73% +35,627 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,321 shares; 2024Q4: 15,617 shares; 2025Q1: 11,107 shares; 2025Q2: 18,645 shares; 2025Q3: 17,809 shares; 2025Q4: 19,522 shares; 2026Q1: 487,378 shares; 2026Q2: 557,163 shares 557,163 $53.7M 10.41% +69,785 Timeline JCPB 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: 1,079,613 shares 1,079,613 $50.7M 9.82% new Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 364,379 shares; 2024Q4: 392,980 shares; 2025Q1: 602,061 shares; 2025Q2: 618,366 shares; 2025Q3: 675,903 shares; 2025Q4: 793,484 shares; 2026Q1: 867,905 shares; 2026Q2: 872,594 shares 872,594 $44.2M 8.55% +4,689 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: 169,891 shares; 2024Q4: 183,663 shares; 2025Q1: 246,285 shares; 2025Q2: 250,371 shares; 2025Q3: 260,460 shares; 2025Q4: 347,466 shares; 2026Q1: 370,656 shares; 2026Q2: 400,802 shares 400,802 $35.7M 6.91% +30,146 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: 59,258 shares; 2024Q4: 60,252 shares; 2025Q1: 42,290 shares; 2025Q2: 42,126 shares; 2025Q3: 42,440 shares; 2025Q4: 41,480 shares; 2026Q1: 42,640 shares; 2026Q2: 42,443 shares 42,443 $31.3M 6.05% -197 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 77,981 shares; 2024Q4: 81,866 shares; 2025Q1: 72,416 shares; 2025Q2: 72,830 shares; 2025Q3: 73,798 shares; 2025Q4: 69,312 shares; 2026Q1: 69,141 shares; 2026Q2: 89,724 shares 89,724 $30.8M 5.96% +20,583 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: 509,851 shares; 2024Q4: 534,579 shares; 2025Q1: 473,379 shares; 2025Q2: 476,954 shares; 2025Q3: 496,642 shares; 2025Q4: 500,022 shares; 2026Q1: 405,309 shares; 2026Q2: 507,676 shares 507,676 $27.2M 5.27% +102,367 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: 7,811 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 143,195 shares; 2026Q1: 385,936 shares; 2026Q2: 427,991 shares 427,991 $25.5M 4.95% +42,055 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: 75,758 shares; 2024Q4: 79,430 shares; 2025Q1: 77,000 shares; 2025Q2: 77,723 shares; 2025Q3: 79,399 shares; 2025Q4: 69,837 shares; 2026Q1: 72,986 shares; 2026Q2: 303,890 shares 303,890 $24.5M 4.74% +230,904 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 220,956 shares; 2026Q2: 283,778 shares 283,778 $16.4M 3.17% +62,822 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 247,212 shares; 2024Q4: 260,379 shares; 2025Q1: 228,902 shares; 2025Q2: 231,577 shares; 2025Q3: 234,247 shares; 2025Q4: 217,750 shares; 2026Q1: 235,495 shares; 2026Q2: 246,460 shares 246,460 $16.2M 3.13% +10,965 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 386,325 shares; 2024Q4: 425,488 shares; 2025Q1: 48,700 shares; 2025Q2: 42,557 shares; 2025Q3: 33,301 shares; 2025Q4: 23,970 shares; 2026Q1: 608,209 shares; 2026Q2: 126,871 shares 126,871 $11.7M 2.27% -481,338 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: 55,818 shares; 2024Q4: 54,334 shares; 2025Q1: 46,376 shares; 2025Q2: 46,631 shares; 2025Q3: 47,852 shares; 2025Q4: 47,764 shares; 2026Q1: 52,898 shares; 2026Q2: 48,319 shares 48,319 $11.5M 2.23% -4,579 Timeline XLE 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: 151,114 shares; 2024Q4: 161,825 shares; 2025Q1: 161,920 shares; 2025Q2: 165,081 shares; 2025Q3: 174,599 shares; 2025Q4: 359,154 shares; 2026Q1: 312,285 shares; 2026Q2: 210,982 shares 210,982 $11.2M 2.17% -101,303 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: 94,816 shares; 2024Q4: 102,805 shares; 2025Q1: 75,391 shares; 2025Q2: 75,973 shares; 2025Q3: 79,983 shares; 2025Q4: 68,793 shares; 2026Q1: 57,886 shares; 2026Q2: 63,088 shares 63,088 $10M 1.94% +5,202 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: 110,471 shares; 2024Q4: 116,701 shares; 2025Q1: 113,452 shares; 2025Q2: 113,716 shares; 2025Q3: 119,245 shares; 2025Q4: 122,448 shares; 2026Q1: 99,294 shares; 2026Q2: 114,755 shares 114,755 $9.53M 1.85% +15,461 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,843 shares; 2024Q4: 36,484 shares; 2025Q1: 21,590 shares; 2025Q2: 20,847 shares; 2025Q3: 19,840 shares; 2025Q4: 19,293 shares; 2026Q1: 22,424 shares; 2026Q2: 12,258 shares 12,258 $4.57M 0.89% -10,166 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 908,202 shares; 2025Q2: 948,805 shares; 2025Q3: 1,073,400 shares; 2025Q4: 1,314,388 shares; 2026Q1: 214,883 shares; 2026Q2: 96,380 shares 96,380 $4.38M 0.85% -118,503 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: 167,906 shares; 2024Q4: 185,483 shares; 2025Q1: 104,880 shares; 2025Q2: 94,288 shares; 2025Q3: 92,978 shares; 2025Q4: 105,614 shares; 2026Q1: 23,832 shares; 2026Q2: 36,975 shares 36,975 $3.72M 0.72% +13,143 Timeline EMBD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,036,485 shares; 2024Q4: 1,151,728 shares; 2025Q1: 1,608,612 shares; 2025Q2: 1,634,904 shares; 2025Q3: 1,799,621 shares; 2025Q4: 2,112,367 shares; 2026Q1: 353,381 shares; 2026Q2: 141,100 shares 141,100 $3.38M 0.65% -212,281 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: 8,774 shares; 2024Q4: 12,386 shares; 2025Q1: 11,500 shares; 2025Q2: 11,607 shares; 2025Q3: 10,594 shares; 2025Q4: 10,427 shares; 2026Q1: 10,712 shares; 2026Q2: 11,368 shares 11,368 $3.29M 0.64% +656 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: 3,229 shares; 2024Q4: 3,936 shares; 2025Q1: 3,555 shares; 2025Q2: 3,319 shares; 2025Q3: 3,261 shares; 2025Q4: 3,646 shares; 2026Q1: 7,506 shares; 2026Q2: 7,856 shares 7,856 $1.57M 0.3% +350 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: 1,800 shares; 2024Q4: 3,600 shares; 2025Q1: 3,600 shares; 2025Q2: 3,612 shares; 2025Q3: 3,612 shares; 2025Q4: 3,612 shares; 2026Q1: 3,612 shares; 2026Q2: 3,692 shares 3,692 $1.26M 0.24% +80 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,313 shares; 2025Q4: 2,257 shares; 2026Q1: 2,572 shares; 2026Q2: 2,572 shares 2,572 $1.08M 0.21% 0 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: 2,000 shares; 2024Q4: 23,884 shares; 2025Q1: 25,604 shares; 2025Q2: 25,604 shares; 2025Q3: 25,604 shares; 2025Q4: 32,584 shares; 2026Q1: 25,604 shares; 2026Q2: 31,942 shares 31,942 $1.08M 0.21% +6,338 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: 3,931 shares; 2024Q4: 3,946 shares; 2025Q1: 3,751 shares; 2025Q2: 3,751 shares; 2025Q3: 3,751 shares; 2025Q4: 3,736 shares; 2026Q1: 3,715 shares; 2026Q2: 3,715 shares 3,715 $937K 0.18% 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: 6,680 shares; 2024Q4: 5,930 shares; 2025Q1: 3,480 shares; 2025Q2: 3,445 shares; 2025Q3: 3,553 shares; 2025Q4: 3,562 shares; 2026Q1: 3,427 shares; 2026Q2: 3,636 shares 3,636 $915K 0.18% +209 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,611 shares; 2024Q4: 1,572 shares; 2025Q1: 1,572 shares; 2025Q2: 1,562 shares; 2025Q3: 2,573 shares; 2025Q4: 2,642 shares; 2026Q1: 2,588 shares; 2026Q2: 2,698 shares 2,698 $883K 0.17% +110 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: 885 shares; 2025Q2: 872 shares; 2025Q3: 746 shares; 2025Q4: 807 shares; 2026Q1: 807 shares; 2026Q2: 722 shares 722 $866K 0.17% -85 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: 410 shares; 2025Q1: 410 shares; 2025Q2: 414 shares; 2025Q3: 414 shares; 2025Q4: 414 shares; 2026Q1: 414 shares; 2026Q2: 398 shares 398 $792K 0.15% -16 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,372 shares; 2026Q2: 16,103 shares 16,103 $780K 0.15% +10,731 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 849 shares; 2025Q4: 1,893 shares; 2026Q1: 4,113 shares; 2026Q2: 2,055 shares 2,055 $761K 0.15% -2,058 Timeline SCHV 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: 15,518 shares; 2025Q1: 15,518 shares; 2025Q2: 15,518 shares; 2025Q3: 15,518 shares; 2025Q4: 15,518 shares; 2026Q1: 15,518 shares; 2026Q2: 21,279 shares 21,279 $741K 0.14% +5,761 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,146 shares; 2026Q2: 3,052 shares 3,052 $722K 0.14% -3,094 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,208 shares 1,208 $702K 0.14% new 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: 2,488 shares; 2024Q4: 1,488 shares; 2025Q1: 1,488 shares; 2025Q2: 1,538 shares; 2025Q3: 1,577 shares; 2025Q4: 1,712 shares; 2026Q1: 1,862 shares; 2026Q2: 1,924 shares 1,924 $680K 0.13% +62 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,412 shares; 2025Q4: 5,692 shares; 2026Q1: 5,777 shares; 2026Q2: 8,724 shares 8,724 $622K 0.12% +2,947 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: 5,577 shares; 2024Q4: 5,577 shares; 2025Q1: 5,577 shares; 2025Q2: 5,577 shares; 2025Q3: 5,577 shares; 2025Q4: 5,673 shares; 2026Q1: 5,577 shares; 2026Q2: 5,577 shares 5,577 $614K 0.12% 0 Timeline XLU 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: 151,706 shares; 2024Q4: 157,409 shares; 2025Q1: 96,320 shares; 2025Q2: 95,967 shares; 2025Q3: 98,551 shares; 2025Q4: 182,924 shares; 2026Q1: 25,178 shares; 2026Q2: 13,311 shares 13,311 $604K 0.12% -11,867 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 872 shares; 2025Q4: 991 shares; 2026Q1: 1,343 shares; 2026Q2: 6,552 shares 6,552 $564K 0.11% +5,209 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: 5,243 shares; 2024Q4: 5,243 shares; 2025Q1: 6,699 shares; 2025Q2: 5,111 shares; 2025Q3: 6,466 shares; 2025Q4: 12,092 shares; 2026Q1: 5,079 shares; 2026Q2: 4,036 shares 4,036 $552K 0.11% -1,043 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: 872 shares; 2024Q4: 1,795 shares; 2025Q1: 1,795 shares; 2025Q2: 545 shares; 2025Q3: 541 shares; 2025Q4: 496 shares; 2026Q1: 618 shares; 2026Q2: 570 shares 570 $533K 0.1% -48 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,053 shares; 2025Q4: 2,225 shares; 2026Q1: 2,417 shares; 2026Q2: 2,367 shares 2,367 $516K 0.1% -50 Timeline SHYG 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: 30,548 shares; 2026Q1: 23,407 shares; 2026Q2: 11,990 shares 11,990 $508K 0.1% -11,417 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE 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: 9,936 shares; 2026Q2: 9,936 shares 9,936 $500K 0.1% 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: 1,064 shares; 2024Q4: 1,064 shares; 2025Q1: 1,617 shares; 2025Q2: 1,614 shares; 2025Q3: 1,435 shares; 2025Q4: 1,109 shares; 2026Q1: 985 shares; 2026Q2: 958 shares 958 $479K 0.09% -27 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 773 shares; 2025Q1: 773 shares; 2025Q2: not reported; 2025Q3: 1,277 shares; 2025Q4: 1,277 shares; 2026Q1: 1,277 shares; 2026Q2: 1,377 shares 1,377 $466K 0.09% +100 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: 578 shares; 2025Q4: 759 shares; 2026Q1: 805 shares; 2026Q2: 610 shares 610 $457K 0.09% -195 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,400 shares 3,400 $450K 0.09% new Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO 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: 3,122 shares 3,122 $427K 0.08% new Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 264,803 shares; 2025Q2: 279,587 shares; 2025Q3: 299,061 shares; 2025Q4: 21,522 shares; 2026Q1: 13,888 shares; 2026Q2: 6,659 shares 6,659 $414K 0.08% -7,229 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: not reported; 2024Q4: not reported; 2025Q1: 707 shares; 2025Q2: 707 shares; 2025Q3: 734 shares; 2025Q4: 818 shares; 2026Q1: 1,470 shares; 2026Q2: 1,118 shares 1,118 $412K 0.08% -352 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: 1,290 shares; 2024Q4: 1,433 shares; 2025Q1: 1,433 shares; 2025Q2: 1,385 shares; 2025Q3: 1,381 shares; 2025Q4: 1,381 shares; 2026Q1: 1,347 shares; 2026Q2: 1,172 shares 1,172 $402K 0.08% -175 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,825 shares; 2026Q2: 3,208 shares 3,208 $398K 0.08% +1,383 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: 1,925 shares; 2024Q4: 1,925 shares; 2025Q1: 1,768 shares; 2025Q2: 1,768 shares; 2025Q3: 2,464 shares; 2025Q4: 2,421 shares; 2026Q1: 2,407 shares; 2026Q2: 2,407 shares 2,407 $395K 0.08% 0 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 455 shares; 2025Q2: not reported; 2025Q3: 386 shares; 2025Q4: 386 shares; 2026Q1: 386 shares; 2026Q2: 386 shares 386 $390K 0.08% 0 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: 2,506 shares; 2025Q1: 2,506 shares; 2025Q2: 2,393 shares; 2025Q3: 2,379 shares; 2025Q4: 2,360 shares; 2026Q1: 2,651 shares; 2026Q2: 3,422 shares 3,422 $388K 0.08% +771 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: 2,486 shares; 2026Q1: 2,486 shares; 2026Q2: 3,611 shares 3,611 $349K 0.07% +1,125 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,075 shares; 2024Q4: 1,075 shares; 2025Q1: 1,628 shares; 2025Q2: 1,075 shares; 2025Q3: 1,075 shares; 2025Q4: 1,075 shares; 2026Q1: 1,312 shares; 2026Q2: 1,417 shares 1,417 $344K 0.07% +105 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 733 shares; 2026Q1: 887 shares; 2026Q2: 956 shares 956 $342K 0.07% +69 Timeline IFLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,003 shares; 2024Q4: 27,003 shares; 2025Q1: 21,002 shares; 2025Q2: 18,523 shares; 2025Q3: 18,523 shares; 2025Q4: 18,523 shares; 2026Q1: 18,523 shares; 2026Q2: 18,523 shares 18,523 $339K 0.07% 0 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 15,505 shares; 2025Q1: 10,822 shares; 2025Q2: 10,822 shares; 2025Q3: 10,822 shares; 2025Q4: 10,822 shares; 2026Q1: 10,822 shares; 2026Q2: 12,086 shares 12,086 $335K 0.06% +1,264 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: 5,918 shares; 2024Q4: 5,918 shares; 2025Q1: 3,458 shares; 2025Q2: 3,458 shares; 2025Q3: 3,458 shares; 2025Q4: 3,458 shares; 2026Q1: 3,458 shares; 2026Q2: 3,560 shares 3,560 $323K 0.06% +102 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 911 shares; 2026Q1: 453 shares; 2026Q2: 453 shares 453 $311K 0.06% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,346 shares; 2025Q4: 1,231 shares; 2026Q1: 1,248 shares; 2026Q2: 1,216 shares 1,216 $309K 0.06% -32 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: 19,503 shares; 2024Q4: 19,503 shares; 2025Q1: 15,206 shares; 2025Q2: 13,431 shares; 2025Q3: 13,431 shares; 2025Q4: 13,431 shares; 2026Q1: 13,431 shares; 2026Q2: 13,431 shares 13,431 $306K 0.06% 0 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,875 shares 5,875 $297K 0.06% new 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: not reported; 2024Q4: not reported; 2025Q1: 1,353 shares; 2025Q2: 1,353 shares; 2025Q3: 1,410 shares; 2025Q4: 1,503 shares; 2026Q1: 1,503 shares; 2026Q2: 1,503 shares 1,503 $297K 0.06% 0 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,068 shares; 2025Q1: not reported; 2025Q2: 1,068 shares; 2025Q3: 1,068 shares; 2025Q4: 1,068 shares; 2026Q1: 1,070 shares; 2026Q2: 1,068 shares 1,068 $288K 0.06% -2 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: 2,015 shares; 2025Q1: 1,980 shares; 2025Q2: 1,448 shares; 2025Q3: 1,399 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 592 shares 592 $283K 0.05% new Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,247 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 905 shares 905 $270K 0.05% new Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,890 shares; 2025Q3: 2,716 shares; 2025Q4: 1,039 shares; 2026Q1: 976 shares; 2026Q2: 849 shares 849 $267K 0.05% -127 Timeline MUC BLACKROCK MUNIHLDNGS CALI More: the full row for BLACKROCK MUNIHLDNGS CALI 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: 23,375 shares 23,375 $257K 0.05% new 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: 1,073 shares; 2024Q4: 1,101 shares; 2025Q1: 1,262 shares; 2025Q2: 1,375 shares; 2025Q3: 1,115 shares; 2025Q4: 1,100 shares; 2026Q1: 798 shares; 2026Q2: 846 shares 846 $253K 0.05% +48 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 605 shares; 2025Q4: 605 shares; 2026Q1: 605 shares; 2026Q2: 605 shares 605 $248K 0.05% 0 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: not reported; 2025Q4: not reported; 2026Q1: 2,413 shares; 2026Q2: 1,666 shares 1,666 $247K 0.05% -747 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,754 shares; 2025Q3: 6,754 shares; 2025Q4: 6,754 shares; 2026Q1: 6,754 shares; 2026Q2: 6,754 shares 6,754 $245K 0.05% 0 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE 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: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $238K 0.05% 0 Timeline ENSG ENSIGN GROUP INC More: the full row for ENSIGN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,596 shares; 2025Q1: not reported; 2025Q2: 1,428 shares; 2025Q3: 1,428 shares; 2025Q4: 1,428 shares; 2026Q1: 1,428 shares; 2026Q2: 1,428 shares 1,428 $229K 0.04% 0 Timeline SANM SANMINA CORP More: the full row for SANMINA 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: 892 shares 892 $226K 0.04% new Timeline CTRE CARETRUST REIT INC More: the full row for CARETRUST REIT 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: 5,385 shares 5,385 $217K 0.04% new Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & 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: 2,269 shares; 2026Q1: not reported; 2026Q2: 2,600 shares 2,600 $215K 0.04% new Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,187 shares; 2024Q4: 2,452 shares; 2025Q1: 2,452 shares; 2025Q2: 2,452 shares; 2025Q3: 2,408 shares; 2025Q4: 2,408 shares; 2026Q1: not reported; 2026Q2: 1,673 shares 1,673 $213K 0.04% new Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 620 shares 620 $213K 0.04% new Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE 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: 767 shares 767 $206K 0.04% new Timeline MICROCHIP TECHNOLOGY INC. MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP 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: 10,000 shares; 2026Q1: 10,000 shares; 2026Q2: 10,000 shares 10,000 $26.4K 0.01% 0