AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 178,919 shares; 2024Q4: 177,398 shares; 2025Q1: 177,298 shares; 2025Q2: 177,852 shares; 2025Q3: 176,916 shares; 2025Q4: 174,344 shares; 2026Q1: 174,276 shares; 2026Q2: 174,298 shares 174,298 $50.4M 17.34% +22 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: 44,494 shares; 2024Q4: 44,259 shares; 2025Q1: 40,990 shares; 2025Q2: 38,360 shares; 2025Q3: 37,714 shares; 2025Q4: 36,190 shares; 2026Q1: 34,527 shares; 2026Q2: 43,407 shares 43,407 $32.5M 11.18% +8,880 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 485,418 shares; 2024Q4: 473,048 shares; 2025Q1: 469,995 shares; 2025Q2: 429,713 shares; 2025Q3: 398,758 shares; 2025Q4: 395,131 shares; 2026Q1: 396,227 shares; 2026Q2: 455,884 shares 455,884 $21M 7.23% +59,657 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: 5,078 shares; 2024Q4: 5,117 shares; 2025Q1: 5,114 shares; 2025Q2: 5,082 shares; 2025Q3: 9,516 shares; 2025Q4: 13,586 shares; 2026Q1: 17,870 shares; 2026Q2: 23,565 shares 23,565 $17.6M 6.05% +5,695 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 120,764 shares; 2024Q4: 118,794 shares; 2025Q1: 120,661 shares; 2025Q2: 121,760 shares; 2025Q3: 135,738 shares; 2025Q4: 135,178 shares; 2026Q1: 123,021 shares; 2026Q2: 121,023 shares 121,023 $8.23M 2.83% -1,998 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: 118,019 shares; 2024Q4: 115,679 shares; 2025Q1: 117,033 shares; 2025Q2: 158,033 shares; 2025Q3: 158,904 shares; 2025Q4: 158,627 shares; 2026Q1: 344,517 shares; 2026Q2: 346,706 shares 346,706 $7.9M 2.72% +2,189 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: 63,583 shares; 2024Q4: 62,165 shares; 2025Q1: 60,614 shares; 2025Q2: 57,768 shares; 2025Q3: 56,606 shares; 2025Q4: 56,410 shares; 2026Q1: 58,882 shares; 2026Q2: 56,659 shares 56,659 $7.79M 2.68% -2,223 Timeline PWZ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,309 shares; 2025Q3: 35,309 shares; 2025Q4: 35,309 shares; 2026Q1: 35,309 shares; 2026Q2: 310,889 shares 310,889 $7.62M 2.62% +275,580 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: not reported; 2025Q1: not reported; 2025Q2: 12,146 shares; 2025Q3: 84,872 shares; 2025Q4: 128,350 shares; 2026Q1: 189,107 shares; 2026Q2: 251,098 shares 251,098 $6.96M 2.39% +61,991 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 64,992 shares; 2024Q4: 67,966 shares; 2025Q1: 62,641 shares; 2025Q2: 67,524 shares; 2025Q3: 69,702 shares; 2025Q4: 70,831 shares; 2026Q1: 68,009 shares; 2026Q2: 71,299 shares 71,299 $6.74M 2.32% +3,290 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,167 shares; 2024Q4: 16,563 shares; 2025Q1: 21,953 shares; 2025Q2: 24,025 shares; 2025Q3: 26,195 shares; 2025Q4: 34,396 shares; 2026Q1: 35,491 shares; 2026Q2: 27,711 shares 27,711 $6.29M 2.16% -7,780 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: 17,628 shares; 2024Q4: 15,894 shares; 2025Q1: 14,263 shares; 2025Q2: 14,337 shares; 2025Q3: 14,362 shares; 2025Q4: 13,610 shares; 2026Q1: 13,077 shares; 2026Q2: 12,829 shares 12,829 $4.85M 1.67% -248 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: 23,576 shares; 2024Q4: 24,280 shares; 2025Q1: 36,768 shares; 2025Q2: 56,840 shares; 2025Q3: 72,690 shares; 2025Q4: 86,253 shares; 2026Q1: 82,962 shares; 2026Q2: 56,564 shares 56,564 $4.69M 1.61% -26,398 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: 8,894 shares; 2024Q4: 8,750 shares; 2025Q1: 34,583 shares; 2025Q2: 45,494 shares; 2025Q3: 57,755 shares; 2025Q4: 56,265 shares; 2026Q1: 55,502 shares; 2026Q2: 46,226 shares 46,226 $4.64M 1.59% -9,276 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,765 shares; 2024Q4: 53,348 shares; 2025Q1: 33,802 shares; 2025Q2: 32,366 shares; 2025Q3: 12,859 shares; 2025Q4: 9,874 shares; 2026Q1: 33,781 shares; 2026Q2: 34,468 shares 34,468 $4.29M 1.47% +687 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 93,441 shares; 2024Q4: 101,707 shares; 2025Q1: 89,743 shares; 2025Q2: 104,338 shares; 2025Q3: 99,795 shares; 2025Q4: 92,942 shares; 2026Q1: 88,812 shares; 2026Q2: 52,233 shares 52,233 $4M 1.37% -36,579 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,231 shares; 2024Q4: 66,767 shares; 2025Q1: 70,028 shares; 2025Q2: 90,140 shares; 2025Q3: 102,952 shares; 2025Q4: 120,808 shares; 2026Q1: 102,023 shares; 2026Q2: 73,521 shares 73,521 $3.85M 1.32% -28,502 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK 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: 17,915 shares; 2025Q3: 67,739 shares; 2025Q4: 75,468 shares; 2026Q1: 85,488 shares; 2026Q2: 65,784 shares 65,784 $3.47M 1.19% -19,704 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: 61,736 shares; 2024Q4: 63,510 shares; 2025Q1: 63,811 shares; 2025Q2: 65,770 shares; 2025Q3: 65,413 shares; 2025Q4: 63,535 shares; 2026Q1: 63,402 shares; 2026Q2: 66,942 shares 66,942 $3.39M 1.16% +3,540 Timeline IALT BLACKROCK ETF TRUST More: the full row for BLACKROCK 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: 112,361 shares 112,361 $3.15M 1.08% new Timeline SCMB 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: 32,000 shares; 2025Q4: 32,000 shares; 2026Q1: 57,291 shares; 2026Q2: 118,406 shares 118,406 $3.06M 1.05% +61,115 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: 1,244 shares; 2024Q4: 1,244 shares; 2025Q1: 1,244 shares; 2025Q2: 1,244 shares; 2025Q3: 5,749 shares; 2025Q4: 8,527 shares; 2026Q1: 11,254 shares; 2026Q2: 12,564 shares 12,564 $3.05M 1.05% +1,310 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,062 shares; 2024Q4: 6,050 shares; 2025Q1: 10,368 shares; 2025Q2: 12,110 shares; 2025Q3: 19,319 shares; 2025Q4: 19,506 shares; 2026Q1: 7,470 shares; 2026Q2: 7,864 shares 7,864 $2.88M 0.99% +394 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: not reported; 2024Q4: 6,083 shares; 2025Q1: 6,067 shares; 2025Q2: 6,268 shares; 2025Q3: 6,533 shares; 2025Q4: 9,786 shares; 2026Q1: 11,090 shares; 2026Q2: 8,281 shares 8,281 $2.84M 0.98% -2,809 Timeline GGOV BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST 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: 53,284 shares 53,284 $2.68M 0.92% new Timeline BLCR BLACKROCK ETF TRUST More: the full row for BLACKROCK 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: 48,631 shares; 2026Q2: 52,440 shares 52,440 $2.64M 0.91% +3,809 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,137 shares; 2025Q2: 50,123 shares; 2025Q3: 67,755 shares; 2025Q4: 71,571 shares; 2026Q1: 78,093 shares; 2026Q2: 52,416 shares 52,416 $2.26M 0.78% -25,677 Timeline CORO BLACKROCK ETF TRUST More: the full row for BLACKROCK 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: 57,588 shares 57,588 $2.11M 0.72% new Timeline IGEB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,426 shares; 2024Q4: 33,037 shares; 2025Q1: 35,263 shares; 2025Q2: 54,119 shares; 2025Q3: 52,743 shares; 2025Q4: 59,052 shares; 2026Q1: 47,666 shares; 2026Q2: 46,216 shares 46,216 $2.08M 0.72% -1,450 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,200 shares; 2025Q4: 1,200 shares; 2026Q1: 2,488 shares; 2026Q2: 24,744 shares 24,744 $1.99M 0.69% +22,256 Timeline IDEF BLACKROCK ETF TRUST More: the full row for BLACKROCK 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: 59,372 shares; 2026Q2: 62,259 shares 62,259 $1.98M 0.68% +2,887 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: 35,597 shares; 2024Q4: 35,775 shares; 2025Q1: 38,165 shares; 2025Q2: 39,073 shares; 2025Q3: 35,836 shares; 2025Q4: 24,903 shares; 2026Q1: 21,911 shares; 2026Q2: 8,583 shares 8,583 $1.88M 0.65% -13,328 Timeline HYD VANECK ETF TRUST More: the full row for VANECK 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: 4,106 shares; 2025Q3: 22,089 shares; 2025Q4: 28,971 shares; 2026Q1: 35,823 shares; 2026Q2: 35,823 shares 35,823 $1.85M 0.63% 0 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH 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: 6,300 shares; 2025Q4: 9,678 shares; 2026Q1: 11,666 shares; 2026Q2: 17,334 shares 17,334 $1.79M 0.62% +5,668 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,229 shares; 2024Q4: 21,415 shares; 2025Q1: 19,718 shares; 2025Q2: 40,283 shares; 2025Q3: 39,650 shares; 2025Q4: 32,456 shares; 2026Q1: 18,131 shares; 2026Q2: 18,527 shares 18,527 $1.77M 0.61% +396 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: 13,489 shares; 2024Q4: 12,292 shares; 2025Q1: 11,367 shares; 2025Q2: 9,736 shares; 2025Q3: 9,620 shares; 2025Q4: 9,912 shares; 2026Q1: 9,784 shares; 2026Q2: 9,789 shares 9,789 $1.6M 0.55% +5 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 17,862 shares 17,862 $1.57M 0.54% new Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,079 shares; 2024Q4: 56,828 shares; 2025Q1: 57,740 shares; 2025Q2: 58,040 shares; 2025Q3: 55,884 shares; 2025Q4: 54,312 shares; 2026Q1: 53,811 shares; 2026Q2: 67,085 shares 67,085 $1.55M 0.53% +13,274 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND 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: 545 shares; 2025Q4: 545 shares; 2026Q1: 971 shares; 2026Q2: 2,921 shares 2,921 $1.53M 0.52% +1,950 Timeline SYSB 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: 9,472 shares; 2026Q1: 15,000 shares; 2026Q2: 15,856 shares 15,856 $1.41M 0.48% +856 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: 18,946 shares; 2024Q4: 18,248 shares; 2025Q1: 17,276 shares; 2025Q2: 16,744 shares; 2025Q3: 7,174 shares; 2025Q4: 6,917 shares; 2026Q1: 5,839 shares; 2026Q2: 5,574 shares 5,574 $1.41M 0.48% -265 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: 14,972 shares; 2025Q1: 30,421 shares; 2025Q2: 25,754 shares; 2025Q3: 37,275 shares; 2025Q4: 37,119 shares; 2026Q1: 18,089 shares; 2026Q2: 18,217 shares 18,217 $1.38M 0.47% +128 Timeline LMUB 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: 13,473 shares; 2026Q2: 24,444 shares 24,444 $1.25M 0.43% +10,971 Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,994 shares; 2024Q4: 29,334 shares; 2025Q1: 26,752 shares; 2025Q2: 26,536 shares; 2025Q3: 26,010 shares; 2025Q4: 25,643 shares; 2026Q1: 25,729 shares; 2026Q2: 25,433 shares 25,433 $1.06M 0.37% -296 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: 1,978 shares; 2024Q4: 1,978 shares; 2025Q1: 1,978 shares; 2025Q2: 1,978 shares; 2025Q3: 1,978 shares; 2025Q4: 1,978 shares; 2026Q1: 1,978 shares; 2026Q2: 12,331 shares 12,331 $1.06M 0.37% +10,353 Timeline CALI BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST 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: 6,905 shares; 2025Q4: 13,793 shares; 2026Q1: 20,687 shares; 2026Q2: 20,687 shares 20,687 $1.05M 0.36% 0 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,857 shares; 2024Q4: 9,608 shares; 2025Q1: 8,188 shares; 2025Q2: 12,249 shares; 2025Q3: 11,002 shares; 2025Q4: 12,559 shares; 2026Q1: 11,594 shares; 2026Q2: 9,384 shares 9,384 $1.01M 0.35% -2,210 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: 1,060 shares; 2024Q4: 921 shares; 2025Q1: 921 shares; 2025Q2: 936 shares; 2025Q3: 939 shares; 2025Q4: 1,076 shares; 2026Q1: 1,077 shares; 2026Q2: 1,079 shares 1,079 $1.01M 0.35% +2 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: 2,683 shares; 2024Q4: 2,683 shares; 2025Q1: 2,683 shares; 2025Q2: 2,683 shares; 2025Q3: 2,683 shares; 2025Q4: 2,683 shares; 2026Q1: 2,683 shares; 2026Q2: 2,683 shares 2,683 $993K 0.34% 0 Timeline ILCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,253 shares; 2024Q4: 8,290 shares; 2025Q1: 11,081 shares; 2025Q2: 9,065 shares; 2025Q3: 9,065 shares; 2025Q4: 9,065 shares; 2026Q1: 9,103 shares; 2026Q2: 9,171 shares 9,171 $928K 0.32% +68 Timeline FNDE 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: 6,794 shares; 2025Q4: 6,794 shares; 2026Q1: 17,731 shares; 2026Q2: 23,245 shares 23,245 $922K 0.32% +5,514 Timeline IEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,011 shares; 2024Q4: 15,095 shares; 2025Q1: 14,193 shares; 2025Q2: 13,734 shares; 2025Q3: 12,685 shares; 2025Q4: 12,712 shares; 2026Q1: 12,737 shares; 2026Q2: 12,327 shares 12,327 $898K 0.31% -410 Timeline SPAB 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: not reported; 2026Q2: 34,260 shares 34,260 $874K 0.3% new 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: 1,556 shares; 2024Q4: 1,556 shares; 2025Q1: 1,571 shares; 2025Q2: 1,598 shares; 2025Q3: 1,598 shares; 2025Q4: 1,598 shares; 2026Q1: 1,598 shares; 2026Q2: 1,546 shares 1,546 $774K 0.27% -52 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: 3,185 shares; 2024Q4: 3,185 shares; 2025Q1: 3,185 shares; 2025Q2: 2,916 shares; 2025Q3: 2,916 shares; 2025Q4: 2,507 shares; 2026Q1: 2,507 shares; 2026Q2: 2,507 shares 2,507 $753K 0.26% 0 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: not reported; 2024Q4: 2,528 shares; 2025Q1: 2,378 shares; 2025Q2: not reported; 2025Q3: 2,485 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,399 shares 7,399 $700K 0.24% 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: 4,276 shares; 2024Q4: 4,084 shares; 2025Q1: 4,180 shares; 2025Q2: 4,578 shares; 2025Q3: 4,402 shares; 2025Q4: 4,242 shares; 2026Q1: 3,568 shares; 2026Q2: 4,681 shares 4,681 $694K 0.24% +1,113 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,006 shares; 2026Q2: 6,239 shares 6,239 $689K 0.24% +233 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: 2,670 shares; 2024Q4: 2,668 shares; 2025Q1: 2,669 shares; 2025Q2: 2,670 shares; 2025Q3: 2,670 shares; 2025Q4: 2,665 shares; 2026Q1: 2,665 shares; 2026Q2: 2,666 shares 2,666 $677K 0.23% +1 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 860 shares; 2026Q1: 860 shares; 2026Q2: 860 shares 860 $633K 0.22% 0 Timeline EUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,945 shares; 2024Q4: 28,023 shares; 2025Q1: 28,023 shares; 2025Q2: 20,410 shares; 2025Q3: 23,728 shares; 2025Q4: 12,088 shares; 2026Q1: 10,809 shares; 2026Q2: 14,274 shares 14,274 $620K 0.21% +3,465 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: 7,461 shares; 2024Q4: 5,839 shares; 2025Q1: 5,789 shares; 2025Q2: 3,910 shares; 2025Q3: 3,990 shares; 2025Q4: 3,581 shares; 2026Q1: 3,388 shares; 2026Q2: 3,090 shares 3,090 $618K 0.21% -298 Timeline ARTY 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: 8,104 shares; 2025Q4: 8,104 shares; 2026Q1: 8,104 shares; 2026Q2: 8,104 shares 8,104 $617K 0.21% 0 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,166 shares; 2024Q4: 4,770 shares; 2025Q1: 4,790 shares; 2025Q2: 4,695 shares; 2025Q3: 4,358 shares; 2025Q4: 2,714 shares; 2026Q1: 2,714 shares; 2026Q2: 2,536 shares 2,536 $605K 0.21% -178 Timeline SUSL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,098 shares; 2024Q4: 5,098 shares; 2025Q1: 4,490 shares; 2025Q2: 4,479 shares; 2025Q3: 4,479 shares; 2025Q4: 4,479 shares; 2026Q1: 4,479 shares; 2026Q2: 4,479 shares 4,479 $595K 0.2% 0 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,349 shares; 2025Q4: 3,349 shares; 2026Q1: 5,659 shares; 2026Q2: 5,665 shares 5,665 $588K 0.2% +6 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,291 shares; 2024Q4: 2,640 shares; 2025Q1: 2,640 shares; 2025Q2: 2,600 shares; 2025Q3: 2,600 shares; 2025Q4: 2,600 shares; 2026Q1: 2,897 shares; 2026Q2: 2,930 shares 2,930 $585K 0.2% +33 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: 1,432 shares; 2024Q4: 1,432 shares; 2025Q1: 1,432 shares; 2025Q2: 1,432 shares; 2025Q3: 1,432 shares; 2025Q4: 2,863 shares; 2026Q1: 2,863 shares; 2026Q2: 2,863 shares 2,863 $545K 0.19% 0 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: 7,290 shares; 2024Q4: 7,290 shares; 2025Q1: 7,290 shares; 2025Q2: 7,290 shares; 2025Q3: 7,290 shares; 2025Q4: 6,633 shares; 2026Q1: 6,633 shares; 2026Q2: 6,633 shares 6,633 $544K 0.19% 0 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: 1,718 shares; 2024Q4: 1,635 shares; 2025Q1: 1,628 shares; 2025Q2: 1,630 shares; 2025Q3: 1,632 shares; 2025Q4: 1,525 shares; 2026Q1: 1,422 shares; 2026Q2: 1,443 shares 1,443 $538K 0.19% +21 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,505 shares; 2024Q4: 8,885 shares; 2025Q1: 8,885 shares; 2025Q2: 8,885 shares; 2025Q3: 8,885 shares; 2025Q4: 8,885 shares; 2026Q1: 8,885 shares; 2026Q2: 10,426 shares 10,426 $524K 0.18% +1,541 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,909 shares; 2024Q4: 7,165 shares; 2025Q1: 9,600 shares; 2025Q2: 7,929 shares; 2025Q3: 7,922 shares; 2025Q4: 7,922 shares; 2026Q1: 7,922 shares; 2026Q2: 7,433 shares 7,433 $508K 0.17% -489 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 35,746 shares; 2025Q3: 53,340 shares; 2025Q4: 54,812 shares; 2026Q1: 66,483 shares; 2026Q2: 9,796 shares 9,796 $496K 0.17% -56,687 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: 26,682 shares; 2024Q4: 29,205 shares; 2025Q1: 12,509 shares; 2025Q2: 9,245 shares; 2025Q3: 7,602 shares; 2025Q4: 9,518 shares; 2026Q1: 6,753 shares; 2026Q2: 5,707 shares 5,707 $493K 0.17% -1,046 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: 918 shares; 2024Q4: 909 shares; 2025Q1: 1,233 shares; 2025Q2: 1,307 shares; 2025Q3: 1,307 shares; 2025Q4: 1,319 shares; 2026Q1: 1,182 shares; 2026Q2: 1,203 shares 1,203 $493K 0.17% +21 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,373 shares; 2026Q1: 1,373 shares; 2026Q2: 1,366 shares 1,366 $483K 0.17% -7 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: 4,952 shares; 2025Q1: 4,953 shares; 2025Q2: 4,922 shares; 2025Q3: 4,943 shares; 2025Q4: 4,931 shares; 2026Q1: 4,932 shares; 2026Q2: 4,975 shares 4,975 $481K 0.17% +43 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: 675 shares; 2024Q4: 693 shares; 2025Q1: 693 shares; 2025Q2: 693 shares; 2025Q3: 693 shares; 2025Q4: 693 shares; 2026Q1: 693 shares; 2026Q2: 693 shares 693 $476K 0.16% 0 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,627 shares; 2024Q4: 46,708 shares; 2025Q1: 35,702 shares; 2025Q2: 16,125 shares; 2025Q3: 8,169 shares; 2025Q4: 6,553 shares; 2026Q1: 4,600 shares; 2026Q2: 4,417 shares 4,417 $452K 0.16% -183 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,159 shares; 2026Q2: 3,159 shares 3,159 $403K 0.14% 0 Timeline DMAX 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: 14,254 shares; 2026Q1: 14,254 shares; 2026Q2: 14,254 shares 14,254 $390K 0.13% 0 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 927 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 606 shares; 2026Q1: not reported; 2026Q2: 606 shares 606 $388K 0.13% new Timeline BBUS J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,670 shares; 2024Q4: 2,586 shares; 2025Q1: 3,019 shares; 2025Q2: 3,501 shares; 2025Q3: 3,305 shares; 2025Q4: 2,910 shares; 2026Q1: 2,897 shares; 2026Q2: 2,845 shares 2,845 $383K 0.13% -52 Timeline HYBL SSGA ACTIVE TR More: the full row for SSGA ACTIVE 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: 13,575 shares 13,575 $379K 0.13% new Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,040 shares; 2024Q4: 8,263 shares; 2025Q1: 8,336 shares; 2025Q2: 6,549 shares; 2025Q3: 7,171 shares; 2025Q4: 7,194 shares; 2026Q1: 4,534 shares; 2026Q2: 3,076 shares 3,076 $374K 0.13% -1,458 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: 2,653 shares; 2024Q4: 2,653 shares; 2025Q1: 2,653 shares; 2025Q2: 2,653 shares; 2025Q3: 2,653 shares; 2025Q4: 2,351 shares; 2026Q1: 2,351 shares; 2026Q2: 2,351 shares 2,351 $358K 0.12% 0 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,141 shares; 2024Q4: 1,141 shares; 2025Q1: 1,141 shares; 2025Q2: 1,141 shares; 2025Q3: 1,141 shares; 2025Q4: 1,141 shares; 2026Q1: 1,141 shares; 2026Q2: 1,165 shares 1,165 $353K 0.12% +24 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,700 shares; 2024Q4: 5,700 shares; 2025Q1: 5,700 shares; 2025Q2: 5,700 shares; 2025Q3: 5,700 shares; 2025Q4: 5,700 shares; 2026Q1: 5,752 shares; 2026Q2: 5,752 shares 5,752 $347K 0.12% 0 Timeline GNMA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,423 shares; 2024Q4: 4,896 shares; 2025Q1: 5,010 shares; 2025Q2: 6,036 shares; 2025Q3: 5,959 shares; 2025Q4: 5,854 shares; 2026Q1: 5,606 shares; 2026Q2: 7,633 shares 7,633 $338K 0.12% +2,027 Timeline STIP 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: 10,200 shares; 2025Q3: 13,919 shares; 2025Q4: 3,246 shares; 2026Q1: not reported; 2026Q2: 3,133 shares 3,133 $320K 0.11% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,442 shares 3,442 $306K 0.11% new Timeline XNTK 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: 781 shares; 2025Q4: 781 shares; 2026Q1: not reported; 2026Q2: 781 shares 781 $305K 0.1% new Timeline BND 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,119 shares 4,119 $302K 0.1% new 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: 246 shares; 2024Q4: not reported; 2025Q1: 246 shares; 2025Q2: not reported; 2025Q3: 247 shares; 2025Q4: 248 shares; 2026Q1: 248 shares; 2026Q2: 249 shares 249 $299K 0.1% +1 Timeline FDHY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,869 shares; 2024Q4: 5,869 shares; 2025Q1: 5,869 shares; 2025Q2: 5,869 shares; 2025Q3: 5,869 shares; 2025Q4: 5,869 shares; 2026Q1: 5,869 shares; 2026Q2: 5,869 shares 5,869 $288K 0.1% 0 Timeline IWR 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: 2,519 shares; 2025Q1: 2,818 shares; 2025Q2: 2,754 shares; 2025Q3: 2,874 shares; 2025Q4: 2,928 shares; 2026Q1: 2,648 shares; 2026Q2: 2,592 shares 2,592 $286K 0.1% -56 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 920 shares; 2024Q4: 926 shares; 2025Q1: 966 shares; 2025Q2: 971 shares; 2025Q3: 975 shares; 2025Q4: 980 shares; 2026Q1: 986 shares; 2026Q2: 993 shares 993 $270K 0.09% +7 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 241 shares 241 $256K 0.09% new Timeline PWB 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: 1,519 shares; 2026Q1: not reported; 2026Q2: 1,519 shares 1,519 $256K 0.09% new Timeline ITA 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: 4,090 shares; 2025Q4: 4,497 shares; 2026Q1: not reported; 2026Q2: 1,052 shares 1,052 $255K 0.09% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,802 shares; 2026Q1: 2,802 shares; 2026Q2: 3,049 shares 3,049 $241K 0.08% +247 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,338 shares 3,338 $238K 0.08% new Timeline TDTF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,711 shares; 2024Q4: 9,711 shares; 2025Q1: 9,711 shares; 2025Q2: 9,711 shares; 2025Q3: 9,711 shares; 2025Q4: 9,711 shares; 2026Q1: 9,711 shares; 2026Q2: 9,711 shares 9,711 $231K 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: 1,382 shares 1,382 $227K 0.08% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,500 shares; 2025Q4: 5,000 shares; 2026Q1: 5,000 shares; 2026Q2: 5,000 shares 5,000 $227K 0.08% 0 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,720 shares; 2025Q3: 1,721 shares; 2025Q4: 1,722 shares; 2026Q1: 1,637 shares; 2026Q2: 8,184 shares 8,184 $224K 0.08% +6,547 Timeline AGGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,749 shares; 2024Q4: 3,341 shares; 2025Q1: 3,340 shares; 2025Q2: 3,211 shares; 2025Q3: 2,933 shares; 2025Q4: 2,696 shares; 2026Q1: 2,096 shares; 2026Q2: 2,096 shares 2,096 $218K 0.07% 0 Timeline BBAG 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: 4,731 shares 4,731 $217K 0.07% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,541 shares 4,541 $215K 0.07% new Timeline JAVA 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: 2,971 shares; 2025Q4: 2,681 shares; 2026Q1: not reported; 2026Q2: 2,623 shares 2,623 $208K 0.07% new Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,675 shares; 2024Q4: 2,344 shares; 2025Q1: 2,857 shares; 2025Q2: 2,488 shares; 2025Q3: 2,359 shares; 2025Q4: 2,227 shares; 2026Q1: not reported; 2026Q2: 2,137 shares 2,137 $206K 0.07% new Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S 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: 5,453 shares; 2025Q3: 5,489 shares; 2025Q4: not reported; 2026Q1: 4,047 shares; 2026Q2: 4,047 shares 4,047 $205K 0.07% 0 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS 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: 2,001 shares 2,001 $204K 0.07% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,709 shares 3,709 $203K 0.07% new Timeline