VCRB 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 872,703 shares; 2025Q3: 936,692 shares; 2025Q4: 1,018,712 shares; 2026Q1: 1,088,824 shares; 2026Q2: 1,138,506 shares 1,138,506 $87.9M 18.09% +49,682 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: 168,075 shares; 2024Q4: 164,260 shares; 2025Q1: 161,631 shares; 2025Q2: 158,676 shares; 2025Q3: 167,898 shares; 2025Q4: 159,468 shares; 2026Q1: 159,786 shares; 2026Q2: 159,097 shares 159,097 $58.9M 12.11% -689 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: 364,308 shares; 2024Q4: 384,278 shares; 2025Q1: 390,264 shares; 2025Q2: 399,839 shares; 2025Q3: 404,168 shares; 2025Q4: 407,488 shares; 2026Q1: 414,167 shares; 2026Q2: 421,643 shares 421,643 $40.7M 8.38% +7,476 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: 110,200 shares; 2024Q4: 111,432 shares; 2025Q1: 128,934 shares; 2025Q2: 139,893 shares; 2025Q3: 143,170 shares; 2025Q4: 142,848 shares; 2026Q1: 152,034 shares; 2026Q2: 152,708 shares 152,708 $33.3M 6.85% +674 Timeline JMUB 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: 309,559 shares; 2024Q4: 478,177 shares; 2025Q1: 408,796 shares; 2025Q2: 406,001 shares; 2025Q3: 403,092 shares; 2025Q4: 422,900 shares; 2026Q1: 448,927 shares; 2026Q2: 432,992 shares 432,992 $21.9M 4.51% -15,935 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: 28,149 shares; 2024Q4: 27,018 shares; 2025Q1: 32,288 shares; 2025Q2: 34,625 shares; 2025Q3: 36,100 shares; 2025Q4: 36,009 shares; 2026Q1: 39,707 shares; 2026Q2: 235,899 shares 235,899 $20.3M 4.18% +196,192 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: 254,097 shares; 2024Q4: 265,375 shares; 2025Q1: 259,284 shares; 2025Q2: 252,652 shares; 2025Q3: 247,607 shares; 2025Q4: 246,806 shares; 2026Q1: 260,262 shares; 2026Q2: 257,741 shares 257,741 $18.4M 3.78% -2,521 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: 35,320 shares; 2024Q4: 34,979 shares; 2025Q1: 40,976 shares; 2025Q2: 43,284 shares; 2025Q3: 43,888 shares; 2025Q4: 49,150 shares; 2026Q1: 53,967 shares; 2026Q2: 223,338 shares 223,338 $18M 3.7% +169,371 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: 593,484 shares; 2024Q4: 610,636 shares; 2025Q1: 713,245 shares; 2025Q2: 138,548 shares; 2025Q3: 136,838 shares; 2025Q4: 131,593 shares; 2026Q1: 130,666 shares; 2026Q2: 161,324 shares 161,324 $16M 3.28% +30,658 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: 203,842 shares; 2024Q4: 202,246 shares; 2025Q1: 215,987 shares; 2025Q2: 222,556 shares; 2025Q3: 220,650 shares; 2025Q4: 192,688 shares; 2026Q1: 191,210 shares; 2026Q2: 185,618 shares 185,618 $15.4M 3.16% -5,592 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: 14,969 shares; 2024Q4: 14,719 shares; 2025Q1: 14,719 shares; 2025Q2: 14,919 shares; 2025Q3: 14,919 shares; 2025Q4: 14,919 shares; 2026Q1: 28,627 shares; 2026Q2: 14,931 shares 14,931 $11.2M 2.29% -13,696 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: 40,747 shares; 2024Q4: 40,463 shares; 2025Q1: 40,907 shares; 2025Q2: 42,146 shares; 2025Q3: 43,040 shares; 2025Q4: 43,299 shares; 2026Q1: 45,230 shares; 2026Q2: 44,240 shares 44,240 $10.7M 2.21% -990 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: 195,646 shares; 2024Q4: 196,522 shares; 2025Q1: 194,130 shares; 2025Q2: 189,023 shares; 2025Q3: 189,845 shares; 2025Q4: 175,184 shares; 2026Q1: 180,241 shares; 2026Q2: 175,132 shares 175,132 $10.5M 2.15% -5,109 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: 39,001 shares; 2024Q4: 39,053 shares; 2025Q1: 46,874 shares; 2025Q2: 51,657 shares; 2025Q3: 51,564 shares; 2025Q4: 46,528 shares; 2026Q1: 36,522 shares; 2026Q2: 33,750 shares 33,750 $10.2M 2.1% -2,772 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: 17,080 shares; 2024Q4: 16,593 shares; 2025Q1: 18,388 shares; 2025Q2: 17,497 shares; 2025Q3: 18,054 shares; 2025Q4: 17,968 shares; 2026Q1: 19,846 shares; 2026Q2: 78,867 shares 78,867 $9.79M 2.01% +59,021 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: 88,199 shares; 2024Q4: 87,972 shares; 2025Q1: 92,057 shares; 2025Q2: 89,440 shares; 2025Q3: 89,821 shares; 2025Q4: 92,350 shares; 2026Q1: 94,512 shares; 2026Q2: 90,247 shares 90,247 $9.71M 2% -4,265 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: 201,338 shares; 2024Q4: 216,987 shares; 2025Q1: 205,668 shares; 2025Q2: 130,414 shares; 2025Q3: 132,650 shares; 2025Q4: 132,073 shares; 2026Q1: 131,980 shares; 2026Q2: 121,848 shares 121,848 $8.94M 1.84% -10,132 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: 95,232 shares; 2024Q4: 89,427 shares; 2025Q1: 89,733 shares; 2025Q2: 87,684 shares; 2025Q3: 87,879 shares; 2025Q4: 84,613 shares; 2026Q1: 84,967 shares; 2026Q2: 84,013 shares 84,013 $6.39M 1.32% -954 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: 21,280 shares; 2024Q4: 21,023 shares; 2025Q1: 20,519 shares; 2025Q2: 21,091 shares; 2025Q3: 78,519 shares; 2025Q4: 78,519 shares; 2026Q1: 76,312 shares; 2026Q2: 76,088 shares 76,088 $6.18M 1.27% -224 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: 24,055 shares; 2024Q4: 23,737 shares; 2025Q1: 25,842 shares; 2025Q2: 25,903 shares; 2025Q3: 25,179 shares; 2025Q4: 22,436 shares; 2026Q1: 20,767 shares; 2026Q2: 20,209 shares 20,209 $6.07M 1.25% -558 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: 42,796 shares; 2024Q4: 41,610 shares; 2025Q1: 44,929 shares; 2025Q2: 45,906 shares; 2025Q3: 45,434 shares; 2025Q4: 47,942 shares; 2026Q1: 54,989 shares; 2026Q2: 53,269 shares 53,269 $5.88M 1.21% -1,720 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: 53,051 shares; 2024Q4: 53,127 shares; 2025Q1: 52,747 shares; 2025Q2: 51,400 shares; 2025Q3: 55,012 shares; 2025Q4: 55,046 shares; 2026Q1: 63,285 shares; 2026Q2: 53,241 shares 53,241 $5.53M 1.14% -10,044 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,176 shares; 2024Q4: 45,821 shares; 2025Q1: 45,821 shares; 2025Q2: 45,821 shares; 2025Q3: 45,821 shares; 2025Q4: 47,859 shares; 2026Q1: 49,140 shares; 2026Q2: 49,507 shares 49,507 $4.23M 0.87% +367 Timeline TPYP TORTOISE CAPITAL SERIES TRUS More: the full row for TORTOISE CAPITAL SERIES TRUS 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: 105,791 shares; 2025Q4: 114,196 shares; 2026Q1: 94,062 shares; 2026Q2: 94,978 shares 94,978 $3.98M 0.82% +916 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: 8,623 shares; 2024Q4: 8,145 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,375 shares; 2025Q4: 8,053 shares; 2026Q1: 7,941 shares; 2026Q2: 7,916 shares 7,916 $3.96M 0.81% -25 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: 4,878 shares; 2026Q1: 59,976 shares; 2026Q2: 60,630 shares 60,630 $3.5M 0.72% +654 Timeline AHLT AMERICAN BEACON SELECT FUNDS More: the full row for AMERICAN BEACON SELECT FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 67,308 shares; 2024Q4: 48,754 shares; 2025Q1: 115,502 shares; 2025Q2: 99,218 shares; 2025Q3: 92,589 shares; 2025Q4: 92,155 shares; 2026Q1: 85,847 shares; 2026Q2: 85,903 shares 85,903 $2.48M 0.51% +56 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: 13,484 shares; 2024Q4: 14,497 shares; 2025Q1: 14,426 shares; 2025Q2: 14,879 shares; 2025Q3: 9,905 shares; 2025Q4: 9,579 shares; 2026Q1: 9,149 shares; 2026Q2: 8,193 shares 8,193 $2.37M 0.49% -956 Timeline MMIT NYLIM ACTIVE ETF TR More: the full row for NYLIM ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 84,916 shares 84,916 $2.07M 0.43% new 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: 477 shares; 2024Q4: 460 shares; 2025Q1: 460 shares; 2025Q2: 460 shares; 2025Q3: 2,638 shares; 2025Q4: 2,988 shares; 2026Q1: 2,973 shares; 2026Q2: 2,973 shares 2,973 $2.04M 0.42% 0 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: 7,741 shares; 2024Q4: 7,774 shares; 2025Q1: 8,911 shares; 2025Q2: 8,356 shares; 2025Q3: 9,130 shares; 2025Q4: 9,195 shares; 2026Q1: 9,410 shares; 2026Q2: 8,688 shares 8,688 $1.74M 0.36% -722 Timeline PINS PINTEREST INC More: the full row for PINTEREST 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: 56,809 shares; 2025Q4: 56,809 shares; 2026Q1: 56,809 shares; 2026Q2: 65,223 shares 65,223 $1.37M 0.28% +8,414 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,407 shares; 2024Q4: 70,221 shares; 2025Q1: 47,622 shares; 2025Q2: 47,411 shares; 2025Q3: 47,036 shares; 2025Q4: 45,488 shares; 2026Q1: 45,488 shares; 2026Q2: 44,085 shares 44,085 $1.28M 0.26% -1,403 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: 4,738 shares; 2024Q4: 4,720 shares; 2025Q1: 4,857 shares; 2025Q2: 4,953 shares; 2025Q3: 4,242 shares; 2025Q4: 4,117 shares; 2026Q1: 3,826 shares; 2026Q2: 3,604 shares 3,604 $1.27M 0.26% -222 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: 31,560 shares; 2024Q4: 30,026 shares; 2025Q1: 28,828 shares; 2025Q2: 22,850 shares; 2025Q3: 16,346 shares; 2025Q4: 13,140 shares; 2026Q1: 13,140 shares; 2026Q2: 11,877 shares 11,877 $1.26M 0.26% -1,263 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: 6,035 shares; 2024Q4: 6,035 shares; 2025Q1: 6,035 shares; 2025Q2: 5,997 shares; 2025Q3: 5,821 shares; 2025Q4: 5,559 shares; 2026Q1: 5,586 shares; 2026Q2: 4,975 shares 4,975 $1.26M 0.26% -611 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: 16,854 shares; 2024Q4: 16,679 shares; 2025Q1: 16,329 shares; 2025Q2: 15,539 shares; 2025Q3: 15,435 shares; 2025Q4: 14,810 shares; 2026Q1: 14,669 shares; 2026Q2: 14,490 shares 14,490 $1.21M 0.25% -179 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: 3,202 shares; 2024Q4: 3,202 shares; 2025Q1: 3,202 shares; 2025Q2: 3,202 shares; 2025Q3: 3,202 shares; 2025Q4: 3,202 shares; 2026Q1: 3,202 shares; 2026Q2: 3,202 shares 3,202 $957K 0.2% 0 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: 2,505 shares; 2024Q4: 2,505 shares; 2025Q1: 2,505 shares; 2025Q2: 2,505 shares; 2025Q3: 2,505 shares; 2025Q4: 2,505 shares; 2026Q1: 2,842 shares; 2026Q2: 2,416 shares 2,416 $890K 0.18% -426 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: 2,435 shares; 2024Q4: 2,175 shares; 2025Q1: 2,162 shares; 2025Q2: 2,162 shares; 2025Q3: 2,157 shares; 2025Q4: 4,314 shares; 2026Q1: 4,314 shares; 2026Q2: 4,309 shares 4,309 $821K 0.17% -5 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,484 shares; 2024Q4: 3,484 shares; 2025Q1: 3,484 shares; 2025Q2: 3,484 shares; 2025Q3: 2,565 shares; 2025Q4: 2,368 shares; 2026Q1: 2,336 shares; 2026Q2: 2,175 shares 2,175 $768K 0.16% -161 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,617 shares; 2024Q4: 4,617 shares; 2025Q1: 4,617 shares; 2025Q2: 4,617 shares; 2025Q3: 4,617 shares; 2025Q4: 4,617 shares; 2026Q1: 4,617 shares; 2026Q2: 4,617 shares 4,617 $760K 0.16% 0 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,416 shares; 2024Q4: 3,416 shares; 2025Q1: 3,416 shares; 2025Q2: 3,420 shares; 2025Q3: 6,510 shares; 2025Q4: 6,442 shares; 2026Q1: 6,442 shares; 2026Q2: 6,442 shares 6,442 $757K 0.16% 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: 3,657 shares; 2024Q4: 3,557 shares; 2025Q1: 3,538 shares; 2025Q2: 3,355 shares; 2025Q3: 2,156 shares; 2025Q4: 1,969 shares; 2026Q1: 1,846 shares; 2026Q2: 1,842 shares 1,842 $687K 0.14% -4 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: 920 shares; 2024Q4: 920 shares; 2025Q1: 907 shares; 2025Q2: 1,007 shares; 2025Q3: 721 shares; 2025Q4: 721 shares; 2026Q1: 722 shares; 2026Q2: 685 shares 685 $641K 0.13% -37 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: not reported; 2026Q1: 23,422 shares; 2026Q2: 23,422 shares 23,422 $640K 0.13% 0 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: 1,067 shares; 2024Q4: 953 shares; 2025Q1: 944 shares; 2025Q2: 944 shares; 2025Q3: 929 shares; 2025Q4: 855 shares; 2026Q1: 855 shares; 2026Q2: 855 shares 855 $640K 0.13% 0 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: 3,298 shares; 2024Q4: 3,283 shares; 2025Q1: 3,210 shares; 2025Q2: 3,210 shares; 2025Q3: 1,550 shares; 2025Q4: 1,554 shares; 2026Q1: 1,576 shares; 2026Q2: 1,623 shares 1,623 $580K 0.12% +47 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: 2,023 shares; 2024Q4: 1,998 shares; 2025Q1: 1,998 shares; 2025Q2: 1,998 shares; 2025Q3: 1,628 shares; 2025Q4: 1,628 shares; 2026Q1: 1,593 shares; 2026Q2: 1,640 shares 1,640 $537K 0.11% +47 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,484 shares; 2024Q4: 3,484 shares; 2025Q1: 3,484 shares; 2025Q2: 3,484 shares; 2025Q3: 3,361 shares; 2025Q4: 3,361 shares; 2026Q1: 3,349 shares; 2026Q2: 3,328 shares 3,328 $488K 0.1% -21 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: 4,538 shares; 2024Q4: 4,938 shares; 2025Q1: 6,538 shares; 2025Q2: 4,490 shares; 2025Q3: 7,399 shares; 2025Q4: 7,337 shares; 2026Q1: 15,629 shares; 2026Q2: 6,981 shares 6,981 $478K 0.1% -8,648 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: 3,151 shares; 2024Q4: 3,151 shares; 2025Q1: 3,151 shares; 2025Q2: 3,151 shares; 2025Q3: 3,141 shares; 2025Q4: 3,141 shares; 2026Q1: 3,141 shares; 2026Q2: 3,073 shares 3,073 $468K 0.1% -68 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: 1,260 shares; 2024Q4: 1,260 shares; 2025Q1: 1,372 shares; 2025Q2: 1,335 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 975 shares; 2026Q2: 968 shares 968 $462K 0.1% -7 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,105 shares; 2024Q4: not reported; 2025Q1: 1,105 shares; 2025Q2: 1,103 shares; 2025Q3: 1,103 shares; 2025Q4: 1,103 shares; 2026Q1: 1,103 shares; 2026Q2: 1,103 shares 1,103 $412K 0.08% 0 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: 31,109 shares; 2024Q4: 9,305 shares; 2025Q1: 9,305 shares; 2025Q2: 9,305 shares; 2025Q3: 9,281 shares; 2025Q4: 9,281 shares; 2026Q1: 2,926 shares; 2026Q2: 2,926 shares 2,926 $400K 0.08% 0 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,066 shares; 2024Q4: 3,066 shares; 2025Q1: 3,066 shares; 2025Q2: 3,066 shares; 2025Q3: 3,066 shares; 2025Q4: 3,066 shares; 2026Q1: 3,066 shares; 2026Q2: 3,066 shares 3,066 $393K 0.08% 0 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: 11,580 shares; 2024Q4: 11,580 shares; 2025Q1: 11,580 shares; 2025Q2: 8,041 shares; 2025Q3: 8,041 shares; 2025Q4: 8,041 shares; 2026Q1: 8,041 shares; 2026Q2: 8,041 shares 8,041 $381K 0.08% 0 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: 832 shares; 2024Q4: 732 shares; 2025Q1: 701 shares; 2025Q2: 601 shares; 2025Q3: 715 shares; 2025Q4: 663 shares; 2026Q1: 675 shares; 2026Q2: 663 shares 663 $373K 0.08% -12 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS 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 $354K 0.07% 0 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,100 shares; 2024Q4: 2,100 shares; 2025Q1: 2,100 shares; 2025Q2: 2,100 shares; 2025Q3: 2,100 shares; 2025Q4: 2,100 shares; 2026Q1: 2,100 shares; 2026Q2: 2,100 shares 2,100 $350K 0.07% 0 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: 1,382 shares; 2024Q4: 1,382 shares; 2025Q1: 1,426 shares; 2025Q2: 1,426 shares; 2025Q3: 1,426 shares; 2025Q4: 1,426 shares; 2026Q1: 1,770 shares; 2026Q2: 1,447 shares 1,447 $342K 0.07% -323 Timeline FEOE RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,885 shares; 2026Q2: 6,165 shares 6,165 $329K 0.07% +280 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: 3,704 shares; 2024Q4: 3,814 shares; 2025Q1: 3,814 shares; 2025Q2: 4,034 shares; 2025Q3: 1,354 shares; 2025Q4: 1,354 shares; 2026Q1: 1,385 shares; 2026Q2: 1,341 shares 1,341 $320K 0.07% -44 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: 263 shares; 2026Q2: 263 shares 263 $309K 0.06% 0 Timeline CBZ CBIZ INC More: the full row for CBIZ 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: 9,616 shares; 2026Q2: 9,616 shares 9,616 $308K 0.06% 0 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: 1,908 shares; 2024Q4: 1,908 shares; 2025Q1: 1,908 shares; 2025Q2: 1,908 shares; 2025Q3: 1,908 shares; 2025Q4: 1,908 shares; 2026Q1: 2,278 shares; 2026Q2: 1,908 shares 1,908 $302K 0.06% -370 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: 9,269 shares; 2024Q4: 5,624 shares; 2025Q1: 4,998 shares; 2025Q2: 4,748 shares; 2025Q3: 4,748 shares; 2025Q4: 4,342 shares; 2026Q1: 3,863 shares; 2026Q2: 3,863 shares 3,863 $292K 0.06% 0 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: 2,734 shares; 2024Q4: 2,734 shares; 2025Q1: 2,734 shares; 2025Q2: 2,734 shares; 2025Q3: 2,734 shares; 2025Q4: 2,734 shares; 2026Q1: 2,734 shares; 2026Q2: 2,734 shares 2,734 $279K 0.06% 0 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 537 shares; 2024Q4: 537 shares; 2025Q1: 537 shares; 2025Q2: 537 shares; 2025Q3: 537 shares; 2025Q4: 537 shares; 2026Q1: 545 shares; 2026Q2: 545 shares 545 $278K 0.06% 0 Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,000 shares 5,000 $276K 0.06% new Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,653 shares; 2024Q4: 1,653 shares; 2025Q1: 1,653 shares; 2025Q2: 1,653 shares; 2025Q3: 1,653 shares; 2025Q4: 1,653 shares; 2026Q1: 1,653 shares; 2026Q2: 1,653 shares 1,653 $274K 0.06% 0 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,123 shares; 2024Q4: 2,123 shares; 2025Q1: 2,078 shares; 2025Q2: 2,038 shares; 2025Q3: 2,038 shares; 2025Q4: 1,984 shares; 2026Q1: 1,950 shares; 2026Q2: 1,861 shares 1,861 $265K 0.05% -89 Timeline CWI 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,411 shares; 2025Q3: 6,411 shares; 2025Q4: 6,411 shares; 2026Q1: 6,411 shares; 2026Q2: 6,411 shares 6,411 $261K 0.05% 0 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,876 shares 4,876 $257K 0.05% new Timeline UCB UNITED CMNTY BKS BLAIRSVLE G More: the full row for UNITED CMNTY BKS BLAIRSVLE G Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,267 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,283 shares; 2025Q4: 7,283 shares; 2026Q1: 7,283 shares; 2026Q2: 7,283 shares 7,283 $256K 0.05% 0 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: 19,649 shares; 2024Q4: 7,961 shares; 2025Q1: 7,898 shares; 2025Q2: 6,258 shares; 2025Q3: 4,369 shares; 2025Q4: 4,369 shares; 2026Q1: 4,369 shares; 2026Q2: 4,369 shares 4,369 $249K 0.05% 0 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,225 shares; 2025Q4: 8,225 shares; 2026Q1: 8,225 shares; 2026Q2: 8,225 shares 8,225 $248K 0.05% 0 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,578 shares; 2024Q4: 2,578 shares; 2025Q1: 2,578 shares; 2025Q2: 2,548 shares; 2025Q3: 2,548 shares; 2025Q4: 2,548 shares; 2026Q1: 2,548 shares; 2026Q2: 2,537 shares 2,537 $245K 0.05% -11 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: 1,235 shares; 2024Q4: 1,235 shares; 2025Q1: 1,198 shares; 2025Q2: 1,198 shares; 2025Q3: 937 shares; 2025Q4: 937 shares; 2026Q1: 937 shares; 2026Q2: 937 shares 937 $236K 0.05% 0 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,226 shares; 2025Q1: 4,226 shares; 2025Q2: 4,226 shares; 2025Q3: 4,226 shares; 2025Q4: 4,226 shares; 2026Q1: 4,226 shares; 2026Q2: 4,226 shares 4,226 $227K 0.05% 0 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,529 shares; 2025Q3: 1,529 shares; 2025Q4: 1,529 shares; 2026Q1: not reported; 2026Q2: 1,520 shares 1,520 $223K 0.05% new Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,283 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,455 shares; 2026Q1: 2,455 shares; 2026Q2: 2,455 shares 2,455 $219K 0.05% 0 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 885 shares; 2024Q4: 885 shares; 2025Q1: 885 shares; 2025Q2: 842 shares; 2025Q3: 842 shares; 2025Q4: 842 shares; 2026Q1: 842 shares; 2026Q2: 806 shares 806 $218K 0.04% -36 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 663 shares; 2026Q1: 576 shares; 2026Q2: 2,633 shares 2,633 $218K 0.04% +2,057 Timeline TCAI TORTOISE CAPITAL SERIES TRUS More: the full row for TORTOISE CAPITAL SERIES TRUS 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: 3,835 shares 3,835 $214K 0.04% 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 655 shares 655 $206K 0.04% new Timeline CLS CELESTICA INC More: the full row for CELESTICA 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: 900 shares; 2025Q4: 900 shares; 2026Q1: not reported; 2026Q2: 557 shares 557 $203K 0.04% new Timeline