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: 214,352 shares; 2025Q1: 219,262 shares; 2025Q2: 218,729 shares; 2025Q3: 221,488 shares; 2025Q4: 221,909 shares; 2026Q1: 224,004 shares; 2026Q2: 222,628 shares 222,628 $167M 29.35% -1,376 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: not reported; 2024Q4: 691,416 shares; 2025Q1: 706,625 shares; 2025Q2: 690,178 shares; 2025Q3: 702,999 shares; 2025Q4: 710,034 shares; 2026Q1: 715,156 shares; 2026Q2: 720,093 shares 720,093 $55.5M 9.78% +4,937 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 400,127 shares; 2025Q1: 405,452 shares; 2025Q2: 414,026 shares; 2025Q3: 422,653 shares; 2025Q4: 466,883 shares; 2026Q1: 1,562,047 shares; 2026Q2: 1,598,788 shares 1,598,788 $50.1M 8.82% +36,741 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: 239,452 shares; 2025Q1: 247,337 shares; 2025Q2: 239,211 shares; 2025Q3: 242,493 shares; 2025Q4: 242,702 shares; 2026Q1: 243,717 shares; 2026Q2: 244,736 shares 244,736 $36.3M 6.39% +1,019 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: 54,061 shares; 2025Q1: 52,887 shares; 2025Q2: 58,430 shares; 2025Q3: 58,065 shares; 2025Q4: 57,292 shares; 2026Q1: 56,780 shares; 2026Q2: 55,525 shares 55,525 $22.7M 4% -1,255 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: 180,081 shares; 2024Q4: 190,349 shares; 2025Q1: 199,118 shares; 2025Q2: 202,884 shares; 2025Q3: 210,809 shares; 2025Q4: 216,676 shares; 2026Q1: 215,431 shares; 2026Q2: 219,717 shares 219,717 $21.2M 3.74% +4,286 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: 57,528 shares; 2025Q1: 59,259 shares; 2025Q2: 64,110 shares; 2025Q3: 64,197 shares; 2025Q4: 63,636 shares; 2026Q1: 63,373 shares; 2026Q2: 246,038 shares 246,038 $19.8M 3.49% +182,665 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: 235,468 shares; 2025Q1: 261,767 shares; 2025Q2: 305,014 shares; 2025Q3: 311,457 shares; 2025Q4: 313,898 shares; 2026Q1: 317,426 shares; 2026Q2: 329,001 shares 329,001 $16.6M 2.93% +11,575 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: 84,059 shares; 2025Q1: 82,472 shares; 2025Q2: 77,075 shares; 2025Q3: 76,472 shares; 2025Q4: 76,056 shares; 2026Q1: 2,232,613 shares; 2026Q2: 2,234,223 shares 2,234,223 $15.1M 2.66% +1,610 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: not reported; 2024Q4: 175,873 shares; 2025Q1: 151,022 shares; 2025Q2: 123,771 shares; 2025Q3: 122,848 shares; 2025Q4: 129,531 shares; 2026Q1: 129,797 shares; 2026Q2: 128,051 shares 128,051 $13.8M 2.43% -1,746 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: 160,501 shares; 2024Q4: 159,108 shares; 2025Q1: 158,344 shares; 2025Q2: 155,846 shares; 2025Q3: 157,469 shares; 2025Q4: 157,436 shares; 2026Q1: 158,237 shares; 2026Q2: 153,639 shares 153,639 $12.7M 2.24% -4,598 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 33,211 shares; 2025Q1: 34,009 shares; 2025Q2: 38,916 shares; 2025Q3: 39,309 shares; 2025Q4: 39,285 shares; 2026Q1: 39,227 shares; 2026Q2: 37,745 shares 37,745 $11.4M 2.01% -1,482 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 148,964 shares; 2024Q4: 155,730 shares; 2025Q1: 148,289 shares; 2025Q2: 147,128 shares; 2025Q3: 157,214 shares; 2025Q4: 167,925 shares; 2026Q1: 171,794 shares; 2026Q2: 187,550 shares 187,550 $9.57M 1.69% +15,756 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 28,037 shares; 2025Q1: 28,039 shares; 2025Q2: 28,750 shares; 2025Q3: 29,049 shares; 2025Q4: 29,539 shares; 2026Q1: 29,628 shares; 2026Q2: 29,413 shares 29,413 $8.84M 1.56% -215 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 153,484 shares; 2024Q4: 163,482 shares; 2025Q1: 159,481 shares; 2025Q2: 160,113 shares; 2025Q3: 170,434 shares; 2025Q4: 180,299 shares; 2026Q1: 185,317 shares; 2026Q2: 199,560 shares 199,560 $7.39M 1.3% +14,243 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: 9,792 shares; 2025Q1: 9,332 shares; 2025Q2: 9,743 shares; 2025Q3: 10,118 shares; 2025Q4: 10,064 shares; 2026Q1: 10,253 shares; 2026Q2: 10,262 shares 10,262 $7.05M 1.24% +9 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: not reported; 2024Q4: 63,787 shares; 2025Q1: 55,116 shares; 2025Q2: 53,303 shares; 2025Q3: 60,855 shares; 2025Q4: 61,419 shares; 2026Q1: 63,178 shares; 2026Q2: 62,504 shares 62,504 $6.65M 1.17% -674 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: 87,195 shares; 2025Q1: 88,614 shares; 2025Q2: 91,541 shares; 2025Q3: 91,013 shares; 2025Q4: 91,439 shares; 2026Q1: 91,932 shares; 2026Q2: 92,241 shares 92,241 $6.57M 1.16% +309 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: 14,243 shares; 2025Q1: 13,997 shares; 2025Q2: 14,099 shares; 2025Q3: 13,841 shares; 2025Q4: 13,834 shares; 2026Q1: 14,747 shares; 2026Q2: 14,854 shares 14,854 $5.5M 0.97% +107 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: 7,844 shares; 2024Q4: 7,832 shares; 2025Q1: 7,576 shares; 2025Q2: 7,497 shares; 2025Q3: 7,496 shares; 2025Q4: 7,469 shares; 2026Q1: 7,484 shares; 2026Q2: 7,205 shares 7,205 $5.38M 0.95% -279 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 10,157 shares; 2025Q1: 10,164 shares; 2025Q2: 10,654 shares; 2025Q3: 10,675 shares; 2025Q4: 10,683 shares; 2026Q1: 10,689 shares; 2026Q2: 10,695 shares 10,695 $4.56M 0.8% +6 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: 25,861 shares; 2025Q1: 26,366 shares; 2025Q2: 24,976 shares; 2025Q3: 47,648 shares; 2025Q4: 47,965 shares; 2026Q1: 49,927 shares; 2026Q2: 61,893 shares 61,893 $4.54M 0.8% +11,966 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 84,575 shares; 2024Q4: 84,618 shares; 2025Q1: 84,807 shares; 2025Q2: 85,703 shares; 2025Q3: 85,641 shares; 2025Q4: 85,569 shares; 2026Q1: 84,935 shares; 2026Q2: 84,845 shares 84,845 $4.39M 0.77% -90 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: 16,791 shares; 2024Q4: 16,034 shares; 2025Q1: 15,625 shares; 2025Q2: 15,320 shares; 2025Q3: 16,960 shares; 2025Q4: 16,552 shares; 2026Q1: 15,121 shares; 2026Q2: 14,747 shares 14,747 $4.27M 0.75% -374 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: 32,933 shares; 2024Q4: 32,703 shares; 2025Q1: 32,226 shares; 2025Q2: 33,421 shares; 2025Q3: 33,539 shares; 2025Q4: 34,512 shares; 2026Q1: 189,515 shares; 2026Q2: 190,730 shares 190,730 $3.59M 0.63% +1,215 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 11,221 shares; 2025Q1: 11,323 shares; 2025Q2: 13,964 shares; 2025Q3: 13,963 shares; 2025Q4: 13,984 shares; 2026Q1: 13,986 shares; 2026Q2: 13,768 shares 13,768 $3.39M 0.6% -218 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: not reported; 2024Q4: 35,908 shares; 2025Q1: 36,478 shares; 2025Q2: 34,174 shares; 2025Q3: 33,358 shares; 2025Q4: 32,714 shares; 2026Q1: 32,748 shares; 2026Q2: 32,557 shares 32,557 $2.67M 0.47% -191 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: not reported; 2024Q4: 55,243 shares; 2025Q1: 53,911 shares; 2025Q2: 51,753 shares; 2025Q3: 50,138 shares; 2025Q4: 48,872 shares; 2026Q1: 44,751 shares; 2026Q2: 44,097 shares 44,097 $2.63M 0.46% -654 Timeline VTES VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 11,715 shares; 2025Q1: 12,269 shares; 2025Q2: 13,705 shares; 2025Q3: 13,827 shares; 2025Q4: 14,537 shares; 2026Q1: 15,557 shares; 2026Q2: 17,369 shares 17,369 $1.76M 0.31% +1,812 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 35,765 shares; 2025Q1: 35,734 shares; 2025Q2: 39,495 shares; 2025Q3: 39,521 shares; 2025Q4: 40,467 shares; 2026Q1: 41,309 shares; 2026Q2: 41,502 shares 41,502 $1.53M 0.27% +193 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,021 shares; 2024Q4: 6,804 shares; 2025Q1: 27,631 shares; 2025Q2: 27,631 shares; 2025Q3: 26,713 shares; 2025Q4: 26,392 shares; 2026Q1: 25,686 shares; 2026Q2: 25,692 shares 25,692 $1.46M 0.26% +6 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: 7,525 shares; 2024Q4: 6,645 shares; 2025Q1: 507,576 shares; 2025Q2: 247,681 shares; 2025Q3: 246,693 shares; 2025Q4: 162,550 shares; 2026Q1: 97,835 shares; 2026Q2: 97,541 shares 97,541 $1.32M 0.23% -294 Timeline BKLC BNY MELLON ETF TRUST More: the full row for BNY MELLON 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: 9,037 shares; 2025Q3: 9,061 shares; 2025Q4: 9,084 shares; 2026Q1: 9,112 shares; 2026Q2: 9,142 shares 9,142 $1.31M 0.23% +30 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: 6,072 shares; 2024Q4: 5,836 shares; 2025Q1: 6,588 shares; 2025Q2: 5,913 shares; 2025Q3: 4,815 shares; 2025Q4: 4,372 shares; 2026Q1: 3,569 shares; 2026Q2: 3,309 shares 3,309 $1.18M 0.21% -260 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,611 shares; 2024Q4: 3,266 shares; 2025Q1: 4,939 shares; 2025Q2: 4,803 shares; 2025Q3: 4,172 shares; 2025Q4: 4,111 shares; 2026Q1: 3,481 shares; 2026Q2: 3,482 shares 3,482 $1.14M 0.2% +1 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: 2,439 shares; 2024Q4: 2,439 shares; 2025Q1: 2,700 shares; 2025Q2: 2,700 shares; 2025Q3: 2,700 shares; 2025Q4: 2,700 shares; 2026Q1: 2,700 shares; 2026Q2: 2,710 shares 2,710 $998K 0.18% +10 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: not reported; 2024Q4: 7,518 shares; 2025Q1: 7,349 shares; 2025Q2: 7,349 shares; 2025Q3: 7,298 shares; 2025Q4: 7,121 shares; 2026Q1: 7,121 shares; 2026Q2: 7,121 shares 7,121 $979K 0.17% 0 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,881 shares; 2025Q1: 1,881 shares; 2025Q2: 1,822 shares; 2025Q3: 1,822 shares; 2025Q4: 1,822 shares; 2026Q1: 1,859 shares; 2026Q2: 10,888 shares 10,888 $938K 0.17% +9,029 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: not reported; 2024Q4: 6,113 shares; 2025Q1: 5,784 shares; 2025Q2: 5,790 shares; 2025Q3: 5,895 shares; 2025Q4: 5,919 shares; 2026Q1: 5,724 shares; 2026Q2: 5,730 shares 5,730 $906K 0.16% +6 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: 29,618 shares; 2025Q1: 29,618 shares; 2025Q2: 31,815 shares; 2025Q3: 31,815 shares; 2025Q4: 32,105 shares; 2026Q1: 32,105 shares; 2026Q2: 31,654 shares 31,654 $877K 0.15% -451 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: 4,250 shares; 2024Q4: 4,237 shares; 2025Q1: 4,483 shares; 2025Q2: 4,445 shares; 2025Q3: 3,747 shares; 2025Q4: 3,804 shares; 2026Q1: 3,524 shares; 2026Q2: 3,677 shares 3,677 $876K 0.15% +153 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 30,548 shares; 2025Q1: 29,859 shares; 2025Q2: 29,859 shares; 2025Q3: 29,072 shares; 2025Q4: 29,072 shares; 2026Q1: 29,072 shares; 2026Q2: 29,671 shares 29,671 $873K 0.15% +599 Timeline XHLF BONDBLOXX ETF TRUST More: the full row for BONDBLOXX 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: 16,350 shares; 2026Q1: 17,163 shares; 2026Q2: 16,835 shares 16,835 $847K 0.15% -328 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: 1,937 shares; 2025Q1: 2,372 shares; 2025Q2: 2,394 shares; 2025Q3: 2,264 shares; 2025Q4: 2,116 shares; 2026Q1: 2,112 shares; 2026Q2: 6,810 shares 6,810 $846K 0.15% +4,698 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,248 shares; 2024Q4: 1,248 shares; 2025Q1: 1,248 shares; 2025Q2: 1,248 shares; 2025Q3: 1,248 shares; 2025Q4: 1,131 shares; 2026Q1: 1,131 shares; 2026Q2: 1,131 shares 1,131 $795K 0.14% 0 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 9,893 shares; 2025Q1: 9,197 shares; 2025Q2: 8,592 shares; 2025Q3: 7,946 shares; 2025Q4: 6,861 shares; 2026Q1: 8,304 shares; 2026Q2: 7,851 shares 7,851 $786K 0.14% -453 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: not reported; 2024Q4: 3,176 shares; 2025Q1: 3,912 shares; 2025Q2: 3,611 shares; 2025Q3: 3,213 shares; 2025Q4: 3,029 shares; 2026Q1: 1,973 shares; 2026Q2: 1,945 shares 1,945 $726K 0.13% -28 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: 2,440 shares; 2024Q4: 2,525 shares; 2025Q1: 2,602 shares; 2025Q2: 2,683 shares; 2025Q3: 2,760 shares; 2025Q4: 2,863 shares; 2026Q1: 3,841 shares; 2026Q2: 3,952 shares 3,952 $647K 0.11% +111 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 9,758 shares; 2025Q1: 9,124 shares; 2025Q2: 8,487 shares; 2025Q3: 8,397 shares; 2025Q4: 8,415 shares; 2026Q1: 7,814 shares; 2026Q2: 7,755 shares 7,755 $620K 0.11% -59 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: 535 shares 535 $618K 0.11% new Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,568 shares; 2025Q1: 7,523 shares; 2025Q2: 7,418 shares; 2025Q3: 7,425 shares; 2025Q4: 7,413 shares; 2026Q1: 7,405 shares; 2026Q2: 7,349 shares 7,349 $615K 0.11% -56 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,714 shares; 2025Q1: 4,443 shares; 2025Q2: 4,522 shares; 2025Q3: 4,630 shares; 2025Q4: 3,868 shares; 2026Q1: 4,880 shares; 2026Q2: 4,903 shares 4,903 $610K 0.11% +23 Timeline TIP 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: 5,194 shares; 2025Q1: 5,194 shares; 2025Q2: 5,194 shares; 2025Q3: 5,194 shares; 2025Q4: 5,194 shares; 2026Q1: 5,563 shares; 2026Q2: 5,563 shares 5,563 $609K 0.11% 0 Timeline EFIV 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: 8,184 shares; 2024Q4: 8,191 shares; 2025Q1: 8,198 shares; 2025Q2: 8,205 shares; 2025Q3: 8,211 shares; 2025Q4: 8,217 shares; 2026Q1: 8,223 shares; 2026Q2: 8,230 shares 8,230 $600K 0.11% +7 Timeline DFAC 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: 20,969 shares; 2024Q4: 20,969 shares; 2025Q1: 19,219 shares; 2025Q2: 16,123 shares; 2025Q3: 11,233 shares; 2025Q4: 11,233 shares; 2026Q1: 11,233 shares; 2026Q2: 11,233 shares 11,233 $498K 0.09% 0 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: 948 shares; 2024Q4: not reported; 2025Q1: 872 shares; 2025Q2: 690 shares; 2025Q3: 660 shares; 2025Q4: 631 shares; 2026Q1: 651 shares; 2026Q2: 626 shares 626 $461K 0.08% -25 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: not reported; 2024Q4: 1,142 shares; 2025Q1: 1,159 shares; 2025Q2: 1,159 shares; 2025Q3: 1,240 shares; 2025Q4: 1,240 shares; 2026Q1: 1,202 shares; 2026Q2: 1,234 shares 1,234 $435K 0.08% +32 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: 651 shares; 2024Q4: 553 shares; 2025Q1: 549 shares; 2025Q2: 654 shares; 2025Q3: 799 shares; 2025Q4: 865 shares; 2026Q1: 853 shares; 2026Q2: 853 shares 853 $427K 0.08% 0 Timeline JNK 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: 5,527 shares; 2024Q4: 5,393 shares; 2025Q1: 5,412 shares; 2025Q2: 4,370 shares; 2025Q3: 4,392 shares; 2025Q4: 4,422 shares; 2026Q1: 4,419 shares; 2026Q2: 4,349 shares 4,349 $419K 0.07% -70 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: 5,745 shares; 2024Q4: 4,745 shares; 2025Q1: 2,560 shares; 2025Q2: 2,666 shares; 2025Q3: 2,441 shares; 2025Q4: 2,404 shares; 2026Q1: 2,140 shares; 2026Q2: 1,998 shares 1,998 $400K 0.07% -142 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,655 shares; 2025Q1: 1,655 shares; 2025Q2: 1,655 shares; 2025Q3: 1,664 shares; 2025Q4: 1,604 shares; 2026Q1: 1,462 shares; 2026Q2: 1,391 shares 1,391 $391K 0.07% -71 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: 3,126 shares; 2024Q4: 3,126 shares; 2025Q1: 3,076 shares; 2025Q2: 3,076 shares; 2025Q3: 3,076 shares; 2025Q4: 2,942 shares; 2026Q1: 2,917 shares; 2026Q2: 2,855 shares 2,855 $391K 0.07% -62 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 816 shares; 2025Q3: 690 shares; 2025Q4: 698 shares; 2026Q1: 772 shares; 2026Q2: 1,018 shares 1,018 $385K 0.07% +246 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,242 shares; 2025Q1: 1,866 shares; 2025Q2: 1,855 shares; 2025Q3: 1,820 shares; 2025Q4: 1,530 shares; 2026Q1: 1,531 shares; 2026Q2: 1,528 shares 1,528 $370K 0.07% -3 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: 724 shares; 2024Q4: 725 shares; 2025Q1: 859 shares; 2025Q2: 875 shares; 2025Q3: 711 shares; 2025Q4: 684 shares; 2026Q1: 555 shares; 2026Q2: 596 shares 596 $336K 0.06% +41 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,012 shares; 2025Q2: 2,008 shares; 2025Q3: 1,778 shares; 2025Q4: 1,650 shares; 2026Q1: 1,544 shares; 2026Q2: 1,769 shares 1,769 $336K 0.06% +225 Timeline IBTI 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: 14,996 shares 14,996 $332K 0.06% new Timeline IBTR 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: 13,318 shares 13,318 $332K 0.06% new Timeline IBTQ 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: 13,219 shares 13,219 $332K 0.06% new Timeline IBTJ 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: 15,309 shares 15,309 $331K 0.06% new Timeline IBTP 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: 13,044 shares 13,044 $331K 0.06% new Timeline IBTK 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: 16,943 shares 16,943 $331K 0.06% new Timeline IBTO 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: 13,718 shares 13,718 $331K 0.06% new Timeline IBTM 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: 14,585 shares 14,585 $331K 0.06% new Timeline IBTL 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: 16,393 shares 16,393 $331K 0.06% new Timeline SPHQ 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: 3,443 shares; 2024Q4: 3,452 shares; 2025Q1: 3,461 shares; 2025Q2: 3,469 shares; 2025Q3: 3,570 shares; 2025Q4: 3,580 shares; 2026Q1: 3,592 shares; 2026Q2: 3,599 shares 3,599 $324K 0.06% +7 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: not reported; 2025Q4: 1,264 shares; 2026Q1: 1,132 shares; 2026Q2: 1,264 shares 1,264 $321K 0.06% +132 Timeline EBC EASTERN BANKSHARES INC More: the full row for EASTERN BANKSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 104,067 shares; 2024Q4: 11,545 shares; 2025Q1: 13,810 shares; 2025Q2: 13,810 shares; 2025Q3: 13,845 shares; 2025Q4: 13,845 shares; 2026Q1: 13,945 shares; 2026Q2: 14,045 shares 14,045 $312K 0.05% +100 Timeline C CITIGROUP INC More: the full row for CITIGROUP 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: 2,098 shares; 2025Q4: 2,200 shares; 2026Q1: 2,200 shares; 2026Q2: 2,200 shares 2,200 $308K 0.05% 0 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,185 shares 1,185 $303K 0.05% new Timeline MKSI MKS INC. More: the full row for MKS 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: 670 shares 670 $298K 0.05% new Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,784 shares; 2025Q1: 3,645 shares; 2025Q2: 3,645 shares; 2025Q3: 3,645 shares; 2025Q4: 3,645 shares; 2026Q1: 3,645 shares; 2026Q2: 3,645 shares 3,645 $296K 0.05% 0 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: not reported; 2024Q4: 1,299 shares; 2025Q1: 1,299 shares; 2025Q2: 1,299 shares; 2025Q3: 1,299 shares; 2025Q4: 1,299 shares; 2026Q1: 1,299 shares; 2026Q2: 1,299 shares 1,299 $295K 0.05% 0 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: 462 shares 462 $268K 0.05% new Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 13,045 shares; 2025Q1: 12,463 shares; 2025Q2: 6,786 shares; 2025Q3: 6,748 shares; 2025Q4: 5,947 shares; 2026Q1: 5,541 shares; 2026Q2: 5,525 shares 5,525 $266K 0.05% -16 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,273 shares; 2025Q2: 1,276 shares; 2025Q3: 1,261 shares; 2025Q4: 1,261 shares; 2026Q1: 1,251 shares; 2026Q2: 1,201 shares 1,201 $265K 0.05% -50 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: not reported; 2024Q4: 658 shares; 2025Q1: 817 shares; 2025Q2: 834 shares; 2025Q3: 867 shares; 2025Q4: 793 shares; 2026Q1: 769 shares; 2026Q2: 759 shares 759 $261K 0.05% -10 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 220 shares 220 $258K 0.05% new 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: 732 shares; 2025Q1: not reported; 2025Q2: 682 shares; 2025Q3: 654 shares; 2025Q4: 654 shares; 2026Q1: not reported; 2026Q2: 729 shares 729 $247K 0.04% 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: not reported; 2024Q4: 326 shares; 2025Q1: 302 shares; 2025Q2: 302 shares; 2025Q3: not reported; 2025Q4: 206 shares; 2026Q1: not reported; 2026Q2: 201 shares 201 $241K 0.04% new 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: not reported; 2024Q4: 2,462 shares; 2025Q1: 2,458 shares; 2025Q2: 2,289 shares; 2025Q3: 1,741 shares; 2025Q4: 1,548 shares; 2026Q1: 1,548 shares; 2026Q2: 1,516 shares 1,516 $234K 0.04% -32 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,260 shares; 2025Q2: 3,142 shares; 2025Q3: 3,107 shares; 2025Q4: 3,091 shares; 2026Q1: 3,095 shares; 2026Q2: 2,863 shares 2,863 $233K 0.04% -232 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,880 shares; 2025Q3: 1,960 shares; 2025Q4: 1,956 shares; 2026Q1: 1,901 shares; 2026Q2: 1,942 shares 1,942 $227K 0.04% +41 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: not reported; 2024Q4: not reported; 2025Q1: 1,058 shares; 2025Q2: not reported; 2025Q3: 912 shares; 2025Q4: 912 shares; 2026Q1: not reported; 2026Q2: 883 shares 883 $222K 0.04% new Timeline CTVA CORTEVA INC More: the full row for CORTEVA 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: 2,524 shares; 2026Q2: 2,524 shares 2,524 $214K 0.04% 0 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 336 shares 336 $213K 0.04% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,712 shares 1,712 $213K 0.04% new 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: 200 shares 200 $213K 0.04% new Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,990 shares; 2025Q2: 5,068 shares; 2025Q3: 5,028 shares; 2025Q4: 4,987 shares; 2026Q1: 5,001 shares; 2026Q2: 5,001 shares 5,001 $212K 0.04% 0 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: 2,407 shares 2,407 $212K 0.04% new Timeline ACWX 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: 10,825 shares; 2026Q1: 10,825 shares; 2026Q2: 13,393 shares 13,393 $96K 0.02% +2,568 Timeline SMMD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,290 shares; 2024Q4: 12,443 shares; 2025Q1: 12,443 shares; 2025Q2: 12,443 shares; 2025Q3: 12,443 shares; 2025Q4: 17,892 shares; 2026Q1: 17,892 shares; 2026Q2: 22,779 shares 22,779 $22.8K <0.01% +4,887 Timeline