IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,484 shares; 2024Q4: 43,669 shares; 2025Q1: 42,992 shares; 2025Q2: 42,700 shares; 2025Q3: 42,945 shares; 2025Q4: 42,303 shares; 2026Q1: 42,390 shares; 2026Q2: 170,129 shares 170,129 $21.1M 6.82% +127,739 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: 187,453 shares; 2024Q4: 187,831 shares; 2025Q1: 184,749 shares; 2025Q2: 184,636 shares; 2025Q3: 184,303 shares; 2025Q4: 178,078 shares; 2026Q1: 167,673 shares; 2026Q2: 149,744 shares 149,744 $16.5M 5.33% -17,929 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: 63,761 shares; 2024Q4: 64,084 shares; 2025Q1: 64,857 shares; 2025Q2: 65,852 shares; 2025Q3: 66,955 shares; 2025Q4: 66,314 shares; 2026Q1: 66,659 shares; 2026Q2: 67,587 shares 67,587 $16.4M 5.29% +928 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: 45,823 shares; 2024Q4: 45,369 shares; 2025Q1: 44,631 shares; 2025Q2: 44,666 shares; 2025Q3: 45,368 shares; 2025Q4: 53,870 shares; 2026Q1: 53,422 shares; 2026Q2: 53,424 shares 53,424 $15.5M 4.99% +2 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65,679 shares; 2024Q4: 65,351 shares; 2025Q1: 64,423 shares; 2025Q2: 62,737 shares; 2025Q3: 62,715 shares; 2025Q4: 61,230 shares; 2026Q1: 60,923 shares; 2026Q2: 60,479 shares 60,479 $13.4M 4.32% -444 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: 33,063 shares; 2024Q4: 34,555 shares; 2025Q1: 35,024 shares; 2025Q2: 35,733 shares; 2025Q3: 35,688 shares; 2025Q4: 35,531 shares; 2026Q1: 35,547 shares; 2026Q2: 35,774 shares 35,774 $13.2M 4.27% +227 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: 74,571 shares; 2024Q4: 74,959 shares; 2025Q1: 72,907 shares; 2025Q2: 71,899 shares; 2025Q3: 71,770 shares; 2025Q4: 69,403 shares; 2026Q1: 71,338 shares; 2026Q2: 86,593 shares 86,593 $11.9M 3.84% +15,255 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: 71,235 shares; 2024Q4: 70,290 shares; 2025Q1: 70,140 shares; 2025Q2: 69,735 shares; 2025Q3: 69,025 shares; 2025Q4: 68,960 shares; 2026Q1: 69,125 shares; 2026Q2: 72,662 shares 72,662 $11.5M 3.71% +3,537 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: 32,324 shares; 2024Q4: 32,134 shares; 2025Q1: 31,766 shares; 2025Q2: 30,814 shares; 2025Q3: 31,201 shares; 2025Q4: 30,784 shares; 2026Q1: 30,335 shares; 2026Q2: 30,356 shares 30,356 $11.3M 3.65% +21 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: 42,801 shares; 2024Q4: 43,526 shares; 2025Q1: 37,631 shares; 2025Q2: 37,409 shares; 2025Q3: 37,769 shares; 2025Q4: 36,769 shares; 2026Q1: 36,369 shares; 2026Q2: 37,574 shares 37,574 $8.96M 2.89% +1,205 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: 13,980 shares; 2024Q4: 14,090 shares; 2025Q1: 14,650 shares; 2025Q2: 14,284 shares; 2025Q3: 14,374 shares; 2025Q4: 14,324 shares; 2026Q1: 14,304 shares; 2026Q2: 14,779 shares 14,779 $7.4M 2.39% +475 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,557 shares; 2024Q4: 90,557 shares; 2025Q1: 89,345 shares; 2025Q2: 157,719 shares; 2025Q3: 180,456 shares; 2025Q4: 236,533 shares; 2026Q1: 248,397 shares; 2026Q2: 261,971 shares 261,971 $6.61M 2.13% +13,574 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: 80,333 shares; 2024Q4: 80,333 shares; 2025Q1: 79,948 shares; 2025Q2: 77,537 shares; 2025Q3: 77,457 shares; 2025Q4: 77,002 shares; 2026Q1: 76,817 shares; 2026Q2: 84,867 shares 84,867 $6.54M 2.11% +8,050 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,683 shares; 2024Q4: 43,971 shares; 2025Q1: 46,432 shares; 2025Q2: 46,194 shares; 2025Q3: 47,015 shares; 2025Q4: 46,570 shares; 2026Q1: 45,848 shares; 2026Q2: 47,705 shares 47,705 $6.52M 2.1% +1,857 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 68,849 shares; 2024Q4: 204,751 shares; 2025Q1: 205,888 shares; 2025Q2: 215,293 shares; 2025Q3: 214,676 shares; 2025Q4: 235,861 shares; 2026Q1: 236,946 shares; 2026Q2: 237,110 shares 237,110 $5.74M 1.85% +164 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: 6,180 shares; 2024Q4: 6,479 shares; 2025Q1: 6,816 shares; 2025Q2: 7,053 shares; 2025Q3: 7,071 shares; 2025Q4: 7,209 shares; 2026Q1: 7,288 shares; 2026Q2: 7,644 shares 7,644 $5.71M 1.84% +356 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: 10,131 shares; 2024Q4: 10,337 shares; 2025Q1: 10,108 shares; 2025Q2: 9,814 shares; 2025Q3: 9,526 shares; 2025Q4: 9,544 shares; 2026Q1: 11,637 shares; 2026Q2: 25,076 shares 25,076 $5.69M 1.84% +13,439 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: 7,583 shares; 2024Q4: 7,929 shares; 2025Q1: 7,596 shares; 2025Q2: 7,476 shares; 2025Q3: 7,482 shares; 2025Q4: 7,438 shares; 2026Q1: 7,620 shares; 2026Q2: 7,834 shares 7,834 $5.51M 1.78% +214 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: 6,634 shares; 2024Q4: 6,641 shares; 2025Q1: 6,624 shares; 2025Q2: 6,622 shares; 2025Q3: 6,622 shares; 2025Q4: 6,697 shares; 2026Q1: 6,695 shares; 2026Q2: 6,791 shares 6,791 $5.09M 1.64% +96 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: 12,025 shares; 2024Q4: 11,995 shares; 2025Q1: 11,370 shares; 2025Q2: 11,560 shares; 2025Q3: 11,545 shares; 2025Q4: 23,090 shares; 2026Q1: 22,260 shares; 2026Q2: 23,003 shares 23,003 $4.38M 1.41% +743 Timeline IBDU 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: 12,600 shares; 2025Q3: 38,889 shares; 2025Q4: 128,735 shares; 2026Q1: 165,016 shares; 2026Q2: 185,740 shares 185,740 $4.3M 1.39% +20,724 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: 11,046 shares; 2024Q4: 11,096 shares; 2025Q1: 11,101 shares; 2025Q2: 10,700 shares; 2025Q3: 10,800 shares; 2025Q4: 11,510 shares; 2026Q1: 11,410 shares; 2026Q2: 11,510 shares 11,510 $3.77M 1.22% +100 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,447 shares; 2024Q4: 25,548 shares; 2025Q1: 25,018 shares; 2025Q2: 24,003 shares; 2025Q3: 23,894 shares; 2025Q4: 23,575 shares; 2026Q1: 23,409 shares; 2026Q2: 23,442 shares 23,442 $3.66M 1.18% +33 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: 13,224 shares; 2024Q4: 13,389 shares; 2025Q1: 13,639 shares; 2025Q2: 13,447 shares; 2025Q3: 13,942 shares; 2025Q4: 14,224 shares; 2026Q1: 14,646 shares; 2026Q2: 14,846 shares 14,846 $3.61M 1.16% +200 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 136,037 shares; 2024Q4: 151,441 shares; 2025Q1: 155,301 shares; 2025Q2: 154,989 shares; 2025Q3: 149,166 shares; 2025Q4: 147,148 shares; 2026Q1: 146,103 shares; 2026Q2: 138,850 shares 138,850 $3.36M 1.09% -7,253 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: 62,780 shares; 2024Q4: 62,830 shares; 2025Q1: 59,180 shares; 2025Q2: 60,280 shares; 2025Q3: 49,725 shares; 2025Q4: 54,325 shares; 2026Q1: 57,680 shares; 2026Q2: 60,180 shares 60,180 $3.04M 0.98% +2,500 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: 13,507 shares; 2024Q4: 13,207 shares; 2025Q1: 13,043 shares; 2025Q2: 12,818 shares; 2025Q3: 12,863 shares; 2025Q4: 12,813 shares; 2026Q1: 12,813 shares; 2026Q2: 12,708 shares 12,708 $3.01M 0.97% -105 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: 6,576 shares; 2024Q4: 8,071 shares; 2025Q1: 7,717 shares; 2025Q2: 7,732 shares; 2025Q3: 7,747 shares; 2025Q4: 7,636 shares; 2026Q1: 8,281 shares; 2026Q2: 9,215 shares 9,215 $2.77M 0.89% +934 Timeline IBMP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,880 shares; 2024Q4: 92,603 shares; 2025Q1: 92,603 shares; 2025Q2: 92,603 shares; 2025Q3: 99,878 shares; 2025Q4: 104,223 shares; 2026Q1: 104,223 shares; 2026Q2: 106,489 shares 106,489 $2.71M 0.87% +2,266 Timeline IBMQ 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: 16,025 shares; 2025Q4: 99,360 shares; 2026Q1: 103,460 shares; 2026Q2: 104,442 shares 104,442 $2.67M 0.86% +982 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: 10,480 shares; 2024Q4: 10,485 shares; 2025Q1: 10,485 shares; 2025Q2: 10,480 shares; 2025Q3: 10,480 shares; 2025Q4: 10,480 shares; 2026Q1: 10,480 shares; 2026Q2: 10,480 shares 10,480 $2.64M 0.85% 0 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,236 shares; 2024Q4: 13,393 shares; 2025Q1: 13,433 shares; 2025Q2: 13,725 shares; 2025Q3: 13,586 shares; 2025Q4: 13,710 shares; 2026Q1: 13,888 shares; 2026Q2: 14,129 shares 14,129 $2.52M 0.81% +241 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,010 shares; 2024Q4: 6,919 shares; 2025Q1: 6,750 shares; 2025Q2: 6,801 shares; 2025Q3: 6,743 shares; 2025Q4: 6,737 shares; 2026Q1: 6,714 shares; 2026Q2: 6,281 shares 6,281 $2.47M 0.8% -433 Timeline IBMO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 76,390 shares; 2024Q4: 95,287 shares; 2025Q1: 95,287 shares; 2025Q2: 95,287 shares; 2025Q3: 95,677 shares; 2025Q4: 95,677 shares; 2026Q1: 95,677 shares; 2026Q2: 95,677 shares 95,677 $2.45M 0.79% 0 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,480 shares; 2024Q4: 17,480 shares; 2025Q1: 17,280 shares; 2025Q2: 17,140 shares; 2025Q3: 16,990 shares; 2025Q4: 16,200 shares; 2026Q1: 16,200 shares; 2026Q2: 16,290 shares 16,290 $2.41M 0.78% +90 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: 13,174 shares; 2024Q4: 13,944 shares; 2025Q1: 13,985 shares; 2025Q2: 14,330 shares; 2025Q3: 14,255 shares; 2025Q4: 14,200 shares; 2026Q1: 21,237 shares; 2026Q2: 21,330 shares 21,330 $2.3M 0.74% +93 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: 5,732 shares; 2024Q4: 5,733 shares; 2025Q1: 5,734 shares; 2025Q2: 5,745 shares; 2025Q3: 5,936 shares; 2025Q4: 5,936 shares; 2026Q1: 5,937 shares; 2026Q2: 5,962 shares 5,962 $2.11M 0.68% +25 Timeline VIS 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: 4,645 shares; 2024Q4: 4,870 shares; 2025Q1: 5,420 shares; 2025Q2: 5,670 shares; 2025Q3: 6,120 shares; 2025Q4: 6,120 shares; 2026Q1: 6,640 shares; 2026Q2: 5,625 shares 5,625 $2.03M 0.65% -1,015 Timeline IBDV 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: 13,200 shares; 2025Q3: 34,036 shares; 2025Q4: 55,611 shares; 2026Q1: 68,444 shares; 2026Q2: 86,577 shares 86,577 $1.89M 0.61% +18,133 Timeline DTD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,959 shares; 2024Q4: 19,959 shares; 2025Q1: 19,959 shares; 2025Q2: 19,399 shares; 2025Q3: 19,399 shares; 2025Q4: 19,399 shares; 2026Q1: 19,049 shares; 2026Q2: 19,049 shares 19,049 $1.78M 0.57% 0 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: 1,732 shares; 2024Q4: 1,794 shares; 2025Q1: 1,779 shares; 2025Q2: 1,877 shares; 2025Q3: 1,861 shares; 2025Q4: 1,861 shares; 2026Q1: 1,818 shares; 2026Q2: 1,798 shares 1,798 $1.68M 0.54% -20 Timeline VONG 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: 5,329 shares; 2024Q4: 8,304 shares; 2025Q1: 8,255 shares; 2025Q2: 10,056 shares; 2025Q3: 12,256 shares; 2025Q4: 12,857 shares; 2026Q1: 13,157 shares; 2026Q2: 13,033 shares 13,033 $1.67M 0.54% -124 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: 6,912 shares; 2024Q4: 7,012 shares; 2025Q1: 7,352 shares; 2025Q2: 7,742 shares; 2025Q3: 7,743 shares; 2025Q4: 7,743 shares; 2026Q1: 7,785 shares; 2026Q2: 7,781 shares 7,781 $1.56M 0.5% -4 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: 9,211 shares; 2024Q4: 9,211 shares; 2025Q1: 8,891 shares; 2025Q2: 8,972 shares; 2025Q3: 9,199 shares; 2025Q4: 9,276 shares; 2026Q1: 9,051 shares; 2026Q2: 9,301 shares 9,301 $1.53M 0.49% +250 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2 shares; 2026Q1: 2 shares; 2026Q2: 2 shares 2 $1.5M 0.48% 0 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: 18,458 shares; 2024Q4: 18,184 shares; 2025Q1: 19,110 shares; 2025Q2: 19,131 shares; 2025Q3: 18,978 shares; 2025Q4: 19,007 shares; 2026Q1: 18,956 shares; 2026Q2: 18,528 shares 18,528 $1.46M 0.47% -428 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: 2,440 shares; 2024Q4: 2,442 shares; 2025Q1: 2,494 shares; 2025Q2: 2,496 shares; 2025Q3: 2,498 shares; 2025Q4: 2,500 shares; 2026Q1: 2,502 shares; 2026Q2: 2,598 shares 2,598 $1.46M 0.47% +96 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: 21,093 shares; 2024Q4: 20,856 shares; 2025Q1: 20,904 shares; 2025Q2: 21,531 shares; 2025Q3: 21,531 shares; 2025Q4: 21,235 shares; 2026Q1: 22,916 shares; 2026Q2: 20,787 shares 20,787 $1.42M 0.46% -2,129 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: 2,013 shares; 2024Q4: 1,955 shares; 2025Q1: 1,955 shares; 2025Q2: 1,946 shares; 2025Q3: 1,946 shares; 2025Q4: 1,942 shares; 2026Q1: 1,942 shares; 2026Q2: 1,928 shares 1,928 $1.42M 0.46% -14 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,843 shares; 2024Q4: 16,829 shares; 2025Q1: 16,845 shares; 2025Q2: 15,721 shares; 2025Q3: 15,533 shares; 2025Q4: 14,950 shares; 2026Q1: 14,458 shares; 2026Q2: 12,936 shares 12,936 $1.41M 0.46% -1,522 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: 3,300 shares; 2024Q4: 3,280 shares; 2025Q1: 3,280 shares; 2025Q2: 3,280 shares; 2025Q3: 3,280 shares; 2025Q4: 3,210 shares; 2026Q1: 3,210 shares; 2026Q2: 3,190 shares 3,190 $1.36M 0.44% -20 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: 8,513 shares; 2024Q4: 8,661 shares; 2025Q1: 8,661 shares; 2025Q2: 8,006 shares; 2025Q3: 8,006 shares; 2025Q4: 7,727 shares; 2026Q1: 8,020 shares; 2026Q2: 8,321 shares 8,321 $1.23M 0.4% +301 Timeline VDE 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: 8,620 shares; 2024Q4: 8,270 shares; 2025Q1: 8,390 shares; 2025Q2: 8,040 shares; 2025Q3: 8,040 shares; 2025Q4: 7,720 shares; 2026Q1: 8,420 shares; 2026Q2: 7,920 shares 7,920 $1.19M 0.38% -500 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,639 shares; 2024Q4: 4,639 shares; 2025Q1: 6,969 shares; 2025Q2: 11,784 shares; 2025Q3: 11,784 shares; 2025Q4: 11,784 shares; 2026Q1: 13,044 shares; 2026Q2: 13,109 shares 13,109 $1.16M 0.37% +65 Timeline VGT 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: 739 shares; 2024Q4: 949 shares; 2025Q1: 949 shares; 2025Q2: 1,005 shares; 2025Q3: 1,140 shares; 2025Q4: 1,140 shares; 2026Q1: 1,185 shares; 2026Q2: 9,580 shares 9,580 $1.15M 0.37% +8,395 Timeline VCIT 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: 10,185 shares; 2024Q4: 10,085 shares; 2025Q1: 10,560 shares; 2025Q2: 10,560 shares; 2025Q3: 12,260 shares; 2025Q4: 13,260 shares; 2026Q1: 13,285 shares; 2026Q2: 13,160 shares 13,160 $1.09M 0.35% -125 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: 5,036 shares; 2024Q4: 5,136 shares; 2025Q1: 6,186 shares; 2025Q2: 7,736 shares; 2025Q3: 9,036 shares; 2025Q4: 9,036 shares; 2026Q1: 10,191 shares; 2026Q2: 10,091 shares 10,091 $1.07M 0.35% -100 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,699 shares; 2024Q4: 17,507 shares; 2025Q1: 17,161 shares; 2025Q2: 17,245 shares; 2025Q3: 16,277 shares; 2025Q4: 16,165 shares; 2026Q1: 16,165 shares; 2026Q2: 15,130 shares 15,130 $1.02M 0.33% -1,035 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: 3,167 shares; 2024Q4: 3,167 shares; 2025Q1: 3,414 shares; 2025Q2: 6,476 shares; 2025Q3: 6,930 shares; 2025Q4: 6,949 shares; 2026Q1: 9,105 shares; 2026Q2: 9,668 shares 9,668 $1M 0.32% +563 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,704 shares; 2026Q2: 12,108 shares 12,108 $1M 0.32% +8,404 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,440 shares; 2024Q4: 2,440 shares; 2025Q1: 2,440 shares; 2025Q2: 2,712 shares; 2025Q3: 2,712 shares; 2025Q4: 2,712 shares; 2026Q1: 2,710 shares; 2026Q2: 2,710 shares 2,710 $968K 0.31% 0 Timeline IBDX 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: 12,000 shares; 2025Q3: 27,849 shares; 2025Q4: 33,755 shares; 2026Q1: 38,142 shares; 2026Q2: 38,355 shares 38,355 $966K 0.31% +213 Timeline IBDW 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: 13,600 shares; 2025Q3: 29,776 shares; 2025Q4: 39,068 shares; 2026Q1: 40,421 shares; 2026Q2: 40,662 shares 40,662 $847K 0.27% +241 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: 2,342 shares; 2024Q4: 2,942 shares; 2025Q1: 2,907 shares; 2025Q2: 2,907 shares; 2025Q3: 3,157 shares; 2025Q4: 3,157 shares; 2026Q1: 3,082 shares; 2026Q2: 10,328 shares 10,328 $832K 0.27% +7,246 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,835 shares; 2024Q4: 1,835 shares; 2025Q1: 1,835 shares; 2025Q2: 1,835 shares; 2025Q3: 1,835 shares; 2025Q4: 1,835 shares; 2026Q1: 1,835 shares; 2026Q2: 1,835 shares 1,835 $782K 0.25% 0 Timeline XSD 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: 1,750 shares; 2024Q4: 1,750 shares; 2025Q1: 1,750 shares; 2025Q2: 1,750 shares; 2025Q3: 1,750 shares; 2025Q4: 1,250 shares; 2026Q1: 1,250 shares; 2026Q2: 1,250 shares 1,250 $780K 0.25% 0 Timeline CWB 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: 6,535 shares; 2024Q4: 6,535 shares; 2025Q1: 6,535 shares; 2025Q2: 6,535 shares; 2025Q3: 6,535 shares; 2025Q4: 6,535 shares; 2026Q1: 6,535 shares; 2026Q2: 6,535 shares 6,535 $705K 0.23% 0 Timeline BIV 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: 8,071 shares; 2024Q4: 8,071 shares; 2025Q1: 8,071 shares; 2025Q2: 8,071 shares; 2025Q3: 8,171 shares; 2025Q4: 8,546 shares; 2026Q1: 8,468 shares; 2026Q2: 8,543 shares 8,543 $655K 0.21% +75 Timeline IYC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,596 shares; 2024Q4: 6,596 shares; 2025Q1: 6,596 shares; 2025Q2: 6,596 shares; 2025Q3: 6,596 shares; 2025Q4: 6,596 shares; 2026Q1: 6,596 shares; 2026Q2: 6,346 shares 6,346 $642K 0.21% -250 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,460 shares; 2024Q4: 13,460 shares; 2025Q1: 13,460 shares; 2025Q2: 13,460 shares; 2025Q3: 13,460 shares; 2025Q4: 13,460 shares; 2026Q1: 13,460 shares; 2026Q2: 13,460 shares 13,460 $635K 0.2% 0 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,663 shares; 2024Q4: 21,710 shares; 2025Q1: 21,736 shares; 2025Q2: 21,577 shares; 2025Q3: 21,616 shares; 2025Q4: 21,661 shares; 2026Q1: 21,678 shares; 2026Q2: 20,417 shares 20,417 $623K 0.2% -1,261 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: 7,285 shares; 2024Q4: 7,285 shares; 2025Q1: 7,285 shares; 2025Q2: 7,350 shares; 2025Q3: 7,635 shares; 2025Q4: 7,635 shares; 2026Q1: 7,635 shares; 2026Q2: 7,635 shares 7,635 $611K 0.2% 0 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: 9,201 shares; 2024Q4: 8,791 shares; 2025Q1: 8,791 shares; 2025Q2: 7,729 shares; 2025Q3: 7,729 shares; 2025Q4: 7,729 shares; 2026Q1: 8,129 shares; 2026Q2: 8,129 shares 8,129 $597K 0.19% 0 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,000 shares; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares; 2025Q4: 4,000 shares; 2026Q1: 4,000 shares; 2026Q2: 4,000 shares 4,000 $586K 0.19% 0 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,021 shares 6,021 $582K 0.19% new 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: 2,445 shares; 2024Q4: 3,420 shares; 2025Q1: 3,320 shares; 2025Q2: 2,650 shares; 2025Q3: 2,450 shares; 2025Q4: 3,200 shares; 2026Q1: 2,935 shares; 2026Q2: 2,060 shares 2,060 $579K 0.19% -875 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: 2,911 shares; 2024Q4: 2,843 shares; 2025Q1: 2,843 shares; 2025Q2: 2,243 shares; 2025Q3: 2,243 shares; 2025Q4: 2,243 shares; 2026Q1: 2,243 shares; 2026Q2: 2,243 shares 2,243 $570K 0.18% 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: 1,650 shares; 2024Q4: 2,295 shares; 2025Q1: 2,295 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 995 shares; 2026Q1: not reported; 2026Q2: 950 shares 950 $552K 0.18% new Timeline IBMR 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: 19,673 shares; 2026Q2: 19,673 shares 19,673 $499K 0.16% 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: 5,049 shares; 2024Q4: 6,149 shares; 2025Q1: 6,824 shares; 2025Q2: 5,824 shares; 2025Q3: 5,349 shares; 2025Q4: 4,766 shares; 2026Q1: 4,766 shares; 2026Q2: 4,766 shares 4,766 $487K 0.16% 0 Timeline SPYG 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: 4,055 shares; 2024Q4: 4,055 shares; 2025Q1: 4,061 shares; 2025Q2: 4,061 shares; 2025Q3: 4,061 shares; 2025Q4: 4,061 shares; 2026Q1: 4,061 shares; 2026Q2: 4,055 shares 4,055 $483K 0.16% -6 Timeline CMF 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: 4,185 shares; 2026Q1: 6,435 shares; 2026Q2: 8,180 shares 8,180 $471K 0.15% +1,745 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,035 shares; 2026Q1: 5,370 shares; 2026Q2: 8,535 shares 8,535 $447K 0.14% +3,165 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: 5,525 shares; 2025Q3: 5,525 shares; 2025Q4: 5,850 shares; 2026Q1: 5,850 shares; 2026Q2: 5,850 shares 5,850 $446K 0.14% 0 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,400 shares; 2024Q4: 2,400 shares; 2025Q1: 2,400 shares; 2025Q2: 2,459 shares; 2025Q3: 2,400 shares; 2025Q4: 2,400 shares; 2026Q1: 2,245 shares; 2026Q2: 2,245 shares 2,245 $444K 0.14% 0 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: 4,621 shares; 2024Q4: 4,621 shares; 2025Q1: 4,673 shares; 2025Q2: 4,673 shares; 2025Q3: 4,673 shares; 2025Q4: 4,423 shares; 2026Q1: 4,423 shares; 2026Q2: 4,423 shares 4,423 $438K 0.14% 0 Timeline IAK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,750 shares; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 3,800 shares; 2025Q3: 3,500 shares; 2025Q4: 3,300 shares; 2026Q1: 3,200 shares; 2026Q2: 3,050 shares 3,050 $429K 0.14% -150 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,247 shares; 2024Q4: 1,247 shares; 2025Q1: 1,247 shares; 2025Q2: 1,321 shares; 2025Q3: 1,321 shares; 2025Q4: 1,321 shares; 2026Q1: 1,247 shares; 2026Q2: 1,247 shares 1,247 $428K 0.14% 0 Timeline IYY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,049 shares; 2024Q4: 5,549 shares; 2025Q1: 5,549 shares; 2025Q2: 5,549 shares; 2025Q3: 5,874 shares; 2025Q4: 3,764 shares; 2026Q1: 2,265 shares; 2026Q2: 2,265 shares 2,265 $413K 0.13% 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: 9,300 shares; 2024Q4: 8,700 shares; 2025Q1: 8,700 shares; 2025Q2: 7,100 shares; 2025Q3: 7,100 shares; 2025Q4: 7,100 shares; 2026Q1: 7,100 shares; 2026Q2: 7,100 shares 7,100 $405K 0.13% 0 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 310 shares; 2025Q3: 311 shares; 2025Q4: 361 shares; 2026Q1: 336 shares; 2026Q2: 336 shares 336 $404K 0.13% 0 Timeline JMST 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: 10,422 shares; 2024Q4: 11,547 shares; 2025Q1: 10,197 shares; 2025Q2: 10,147 shares; 2025Q3: 9,752 shares; 2025Q4: 9,752 shares; 2026Q1: 7,792 shares; 2026Q2: 7,792 shares 7,792 $397K 0.13% 0 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: not reported; 2025Q4: 750 shares; 2026Q1: 750 shares; 2026Q2: 750 shares 750 $392K 0.13% 0 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,527 shares; 2024Q4: 3,555 shares; 2025Q1: 3,430 shares; 2025Q2: 3,445 shares; 2025Q3: 3,474 shares; 2025Q4: 7,004 shares; 2026Q1: 7,048 shares; 2026Q2: 7,074 shares 7,074 $376K 0.12% +26 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,864 shares; 2024Q4: 4,864 shares; 2025Q1: 4,864 shares; 2025Q2: 4,964 shares; 2025Q3: 4,864 shares; 2025Q4: 4,864 shares; 2026Q1: 4,864 shares; 2026Q2: 4,864 shares 4,864 $350K 0.11% 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: 1,100 shares; 2024Q4: 1,100 shares; 2025Q1: 1,100 shares; 2025Q2: 700 shares; 2025Q3: 700 shares; 2025Q4: 700 shares; 2026Q1: 700 shares; 2026Q2: 900 shares 900 $332K 0.11% +200 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,965 shares; 2025Q3: 2,965 shares; 2025Q4: 2,801 shares; 2026Q1: 2,801 shares; 2026Q2: 2,801 shares 2,801 $329K 0.11% 0 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,706 shares; 2024Q4: 6,708 shares; 2025Q1: 4,860 shares; 2025Q2: 4,363 shares; 2025Q3: 2,966 shares; 2025Q4: 2,968 shares; 2026Q1: 2,827 shares; 2026Q2: 2,539 shares 2,539 $326K 0.11% -288 Timeline INTC INTEL CORP More: the full row for INTEL 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: 2,316 shares 2,316 $323K 0.1% new 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: 6,461 shares; 2024Q4: 6,461 shares; 2025Q1: 6,461 shares; 2025Q2: 6,400 shares; 2025Q3: 6,400 shares; 2025Q4: 6,400 shares; 2026Q1: 6,900 shares; 2026Q2: 5,900 shares 5,900 $316K 0.1% -1,000 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: 1,920 shares; 2024Q4: 1,920 shares; 2025Q1: 1,920 shares; 2025Q2: 2,020 shares; 2025Q3: 2,020 shares; 2025Q4: 2,020 shares; 2026Q1: 2,020 shares; 2026Q2: 1,885 shares 1,885 $312K 0.1% -135 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,605 shares; 2024Q4: 3,605 shares; 2025Q1: 3,605 shares; 2025Q2: 3,605 shares; 2025Q3: 3,605 shares; 2025Q4: 3,605 shares; 2026Q1: 3,605 shares; 2026Q2: 3,605 shares 3,605 $312K 0.1% 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: 1,887 shares; 2024Q4: 1,753 shares; 2025Q1: 1,753 shares; 2025Q2: 1,253 shares; 2025Q3: 1,153 shares; 2025Q4: 1,153 shares; 2026Q1: 1,153 shares; 2026Q2: 1,153 shares 1,153 $312K 0.1% 0 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,330 shares; 2024Q4: 3,030 shares; 2025Q1: 3,030 shares; 2025Q2: 3,030 shares; 2025Q3: 3,030 shares; 2025Q4: 2,530 shares; 2026Q1: 2,530 shares; 2026Q2: 2,530 shares 2,530 $304K 0.1% 0 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,972 shares; 2024Q4: 2,972 shares; 2025Q1: 2,972 shares; 2025Q2: 2,972 shares; 2025Q3: 2,972 shares; 2025Q4: 2,972 shares; 2026Q1: 2,972 shares; 2026Q2: 2,972 shares 2,972 $304K 0.1% 0 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: 2,137 shares; 2024Q4: 2,059 shares; 2025Q1: 2,059 shares; 2025Q2: 2,059 shares; 2025Q3: 2,059 shares; 2025Q4: 2,059 shares; 2026Q1: 2,059 shares; 2026Q2: 2,059 shares 2,059 $302K 0.1% 0 Timeline VTHR 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: 850 shares; 2024Q4: 850 shares; 2025Q1: 850 shares; 2025Q2: 850 shares; 2025Q3: 850 shares; 2025Q4: 910 shares; 2026Q1: 910 shares; 2026Q2: 910 shares 910 $302K 0.1% 0 Timeline JEPI 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: 4,446 shares; 2024Q4: 4,451 shares; 2025Q1: 4,457 shares; 2025Q2: 4,464 shares; 2025Q3: 4,470 shares; 2025Q4: 4,476 shares; 2026Q1: 4,482 shares; 2026Q2: 5,339 shares 5,339 $302K 0.1% +857 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,255 shares; 2024Q4: 1,255 shares; 2025Q1: 1,520 shares; 2025Q2: 1,255 shares; 2025Q3: 985 shares; 2025Q4: 985 shares; 2026Q1: 985 shares; 2026Q2: 985 shares 985 $295K 0.1% 0 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,589 shares; 2024Q4: 1,589 shares; 2025Q1: 1,489 shares; 2025Q2: 1,489 shares; 2025Q3: 1,459 shares; 2025Q4: 1,459 shares; 2026Q1: 1,309 shares; 2026Q2: 1,309 shares 1,309 $294K 0.09% 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: 573 shares; 2024Q4: 573 shares; 2025Q1: 573 shares; 2025Q2: 567 shares; 2025Q3: 567 shares; 2025Q4: 567 shares; 2026Q1: 567 shares; 2026Q2: 3,402 shares 3,402 $293K 0.09% +2,835 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,115 shares; 2025Q1: 3,115 shares; 2025Q2: 3,115 shares; 2025Q3: 3,515 shares; 2025Q4: 4,515 shares; 2026Q1: 4,415 shares; 2026Q2: 3,415 shares 3,415 $282K 0.09% -1,000 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,288 shares; 2025Q3: 1,288 shares; 2025Q4: 1,289 shares; 2026Q1: 1,290 shares; 2026Q2: 1,290 shares 1,290 $281K 0.09% 0 Timeline IGV 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: 3,090 shares 3,090 $280K 0.09% new Timeline XBI 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: 1,600 shares; 2026Q2: 1,750 shares 1,750 $277K 0.09% +150 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,497 shares; 2024Q4: 1,497 shares; 2025Q1: 947 shares; 2025Q2: 765 shares; 2025Q3: 965 shares; 2025Q4: 965 shares; 2026Q1: not reported; 2026Q2: 665 shares 665 $276K 0.09% new Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 800 shares 800 $273K 0.09% new Timeline IYK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,320 shares; 2024Q4: 4,220 shares; 2025Q1: 4,220 shares; 2025Q2: 4,470 shares; 2025Q3: 4,470 shares; 2025Q4: 4,470 shares; 2026Q1: 4,120 shares; 2026Q2: 3,720 shares 3,720 $270K 0.09% -400 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,000 shares; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares; 2025Q4: 4,000 shares; 2026Q1: 4,000 shares; 2026Q2: 4,000 shares 4,000 $268K 0.09% 0 Timeline IYJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares; 2026Q2: 1,600 shares 1,600 $267K 0.09% -400 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,067 shares; 2024Q4: 1,067 shares; 2025Q1: 1,367 shares; 2025Q2: 1,367 shares; 2025Q3: 1,917 shares; 2025Q4: 1,438 shares; 2026Q1: 1,295 shares; 2026Q2: 1,595 shares 1,595 $250K 0.08% +300 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,725 shares; 2024Q4: 4,725 shares; 2025Q1: 4,725 shares; 2025Q2: 4,725 shares; 2025Q3: 4,725 shares; 2025Q4: 4,725 shares; 2026Q1: 4,725 shares; 2026Q2: 4,725 shares 4,725 $242K 0.08% 0 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,644 shares 1,644 $230K 0.07% new Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,167 shares; 2025Q1: not reported; 2025Q2: 1,167 shares; 2025Q3: 1,391 shares; 2025Q4: 1,043 shares; 2026Q1: 1,043 shares; 2026Q2: 1,043 shares 1,043 $226K 0.07% 0 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,325 shares; 2024Q4: not reported; 2025Q1: 2,325 shares; 2025Q2: 2,325 shares; 2025Q3: 2,325 shares; 2025Q4: 2,325 shares; 2026Q1: 2,325 shares; 2026Q2: 2,325 shares 2,325 $223K 0.07% 0 Timeline PSCI 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,166 shares 1,166 $217K 0.07% 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 0.07% new Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 500 shares 500 $205K 0.07% new Timeline