ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 513,828 shares; 2025Q1: 542,738 shares; 2025Q2: 489,308 shares; 2025Q3: 493,435 shares; 2025Q4: 508,123 shares; 2026Q1: 527,621 shares; 2026Q2: 551,409 shares 551,409 $72.9M 45.91% +23,788 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 134,124 shares; 2025Q1: 139,627 shares; 2025Q2: 191,740 shares; 2025Q3: 200,733 shares; 2025Q4: 211,591 shares; 2026Q1: 219,010 shares; 2026Q2: 232,994 shares 232,994 $24M 15.08% +13,984 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 113,459 shares; 2025Q1: 124,178 shares; 2025Q2: 128,478 shares; 2025Q3: 130,735 shares; 2025Q4: 136,668 shares; 2026Q1: 141,849 shares; 2026Q2: 147,616 shares 147,616 $8.07M 5.08% +5,767 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 102,284 shares; 2025Q1: 110,654 shares; 2025Q2: 119,225 shares; 2025Q3: 122,367 shares; 2025Q4: 126,344 shares; 2026Q1: 130,308 shares; 2026Q2: 135,264 shares 135,264 $7.57M 4.76% +4,956 Timeline SCHH 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 196,137 shares; 2025Q4: 210,418 shares; 2026Q1: 227,071 shares; 2026Q2: 245,088 shares 245,088 $5.8M 3.65% +18,017 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 27,397 shares; 2025Q1: 28,148 shares; 2025Q2: 23,700 shares; 2025Q3: 24,393 shares; 2025Q4: 23,976 shares; 2026Q1: 23,391 shares; 2026Q2: 26,284 shares 26,284 $5.77M 3.63% +2,893 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: not loaded; 2024Q4: 23,662 shares; 2025Q1: 23,398 shares; 2025Q2: 23,341 shares; 2025Q3: 23,267 shares; 2025Q4: 23,214 shares; 2026Q1: 23,151 shares; 2026Q2: 23,005 shares 23,005 $3.28M 2.06% -146 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: not loaded; 2024Q4: 6,696 shares; 2025Q1: 6,613 shares; 2025Q2: 9,021 shares; 2025Q3: 8,975 shares; 2025Q4: 8,679 shares; 2026Q1: 9,040 shares; 2026Q2: 8,841 shares 8,841 $2.56M 1.61% -199 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 21,257 shares; 2025Q1: 21,735 shares; 2025Q2: 18,101 shares; 2025Q3: 18,700 shares; 2025Q4: 17,772 shares; 2026Q1: 17,647 shares; 2026Q2: 21,771 shares 21,771 $2.14M 1.35% +4,124 Timeline VBK 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 loaded; 2024Q4: 5,192 shares; 2025Q1: 5,316 shares; 2025Q2: 4,538 shares; 2025Q3: 4,700 shares; 2025Q4: 4,449 shares; 2026Q1: 4,379 shares; 2026Q2: 5,499 shares 5,499 $2.01M 1.27% +1,120 Timeline QEFA 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 loaded; 2024Q4: 18,077 shares; 2025Q1: 18,378 shares; 2025Q2: 16,255 shares; 2025Q3: 16,631 shares; 2025Q4: 16,114 shares; 2026Q1: 15,788 shares; 2026Q2: 18,953 shares 18,953 $1.82M 1.15% +3,165 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 9,252 shares; 2025Q1: 9,118 shares; 2025Q2: 8,688 shares; 2025Q3: 8,029 shares; 2025Q4: 7,941 shares; 2026Q1: 7,945 shares; 2026Q2: 7,397 shares 7,397 $1.75M 1.1% -548 Timeline SPYD 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 loaded; 2024Q4: 28,247 shares; 2025Q1: 28,814 shares; 2025Q2: 23,365 shares; 2025Q3: 25,468 shares; 2025Q4: 25,063 shares; 2026Q1: 25,723 shares; 2026Q2: 32,407 shares 32,407 $1.55M 0.97% +6,684 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,931 shares; 2025Q3: 1,931 shares; 2025Q4: 1,931 shares; 2026Q1: 1,487 shares; 2026Q2: 1,325 shares 1,325 $1.53M 0.96% -162 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: not loaded; 2024Q4: 7,376 shares; 2025Q1: 7,528 shares; 2025Q2: 7,456 shares; 2025Q3: 6,839 shares; 2025Q4: 6,844 shares; 2026Q1: 6,852 shares; 2026Q2: 4,455 shares 4,455 $1.12M 0.71% -2,397 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 loaded; 2024Q4: 1,002 shares; 2025Q1: 1,006 shares; 2025Q2: 1,636 shares; 2025Q3: 1,632 shares; 2025Q4: 1,634 shares; 2026Q1: 1,620 shares; 2026Q2: 1,588 shares 1,588 $1.09M 0.69% -32 Timeline HEZU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 21,667 shares; 2025Q1: 22,162 shares; 2025Q2: 18,474 shares; 2025Q3: 18,994 shares; 2025Q4: 18,182 shares; 2026Q1: 17,749 shares; 2026Q2: 21,665 shares 21,665 $1.09M 0.68% +3,916 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: not loaded; 2024Q4: 3,688 shares; 2025Q1: 3,778 shares; 2025Q2: 3,772 shares; 2025Q3: 4,505 shares; 2025Q4: 4,512 shares; 2026Q1: 4,518 shares; 2026Q2: 4,677 shares 4,677 $936K 0.59% +159 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 loaded; 2024Q4: 2,282 shares; 2025Q1: 2,293 shares; 2025Q2: 2,292 shares; 2025Q3: 2,296 shares; 2025Q4: 2,298 shares; 2026Q1: 2,297 shares; 2026Q2: 2,310 shares 2,310 $862K 0.54% +13 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: not loaded; 2024Q4: 2,119 shares; 2025Q1: 2,226 shares; 2025Q2: 1,951 shares; 2025Q3: 1,999 shares; 2025Q4: 3,984 shares; 2026Q1: 3,907 shares; 2026Q2: 4,512 shares 4,512 $860K 0.54% +605 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 527 shares; 2025Q2: 498 shares; 2025Q3: 490 shares; 2025Q4: 490 shares; 2026Q1: 617 shares; 2026Q2: 1,112 shares 1,112 $833K 0.52% +495 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 loaded; 2024Q4: 4,611 shares; 2025Q1: 4,610 shares; 2025Q2: 3,763 shares; 2025Q3: 3,541 shares; 2025Q4: 3,542 shares; 2026Q1: 3,548 shares; 2026Q2: 3,355 shares 3,355 $813K 0.51% -193 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: not loaded; 2024Q4: 12,874 shares; 2025Q1: 13,198 shares; 2025Q2: 11,722 shares; 2025Q3: 12,606 shares; 2025Q4: 12,785 shares; 2026Q1: 11,950 shares; 2026Q2: 12,987 shares 12,987 $672K 0.42% +1,037 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 loaded; 2024Q4: 3,353 shares; 2025Q1: 3,304 shares; 2025Q2: 3,011 shares; 2025Q3: 2,969 shares; 2025Q4: 2,969 shares; 2026Q1: 2,973 shares; 2026Q2: 1,809 shares 1,809 $544K 0.34% -1,164 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 926 shares 926 $538K 0.34% new Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,812 shares; 2025Q1: 6,812 shares; 2025Q2: 7,409 shares; 2025Q3: 7,728 shares; 2025Q4: 7,174 shares; 2026Q1: 7,175 shares; 2026Q2: 7,080 shares 7,080 $537K 0.34% -95 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: not loaded; 2024Q4: 2,270 shares; 2025Q1: 2,278 shares; 2025Q2: 2,251 shares; 2025Q3: 2,141 shares; 2025Q4: 2,144 shares; 2026Q1: 2,111 shares; 2026Q2: 2,181 shares 2,181 $520K 0.33% +70 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 loaded; 2024Q4: 3,017 shares; 2025Q1: 3,017 shares; 2025Q2: 2,992 shares; 2025Q3: 2,992 shares; 2025Q4: 2,891 shares; 2026Q1: 2,845 shares; 2026Q2: 4,057 shares 4,057 $504K 0.32% +1,212 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 loaded; 2024Q4: 6,857 shares; 2025Q1: 6,806 shares; 2025Q2: 7,061 shares; 2025Q3: 7,062 shares; 2025Q4: 7,065 shares; 2026Q1: 6,910 shares; 2026Q2: 6,911 shares 6,911 $492K 0.31% +1 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,187 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,027 shares; 2025Q4: 1,086 shares; 2026Q1: 1,086 shares; 2026Q2: 1,162 shares 1,162 $415K 0.26% +76 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: not loaded; 2024Q4: 1,311 shares; 2025Q1: 1,311 shares; 2025Q2: 1,173 shares; 2025Q3: 1,160 shares; 2025Q4: 1,161 shares; 2026Q1: 1,156 shares; 2026Q2: 553 shares 553 $389K 0.24% -603 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: not loaded; 2024Q4: 1,270 shares; 2025Q1: 1,270 shares; 2025Q2: 1,272 shares; 2025Q3: 1,298 shares; 2025Q4: 1,298 shares; 2026Q1: 1,299 shares; 2026Q2: 482 shares 482 $360K 0.23% -817 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,223 shares; 2026Q2: 969 shares 969 $342K 0.22% -254 Timeline ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,803 shares; 2025Q1: 3,405 shares; 2025Q2: 3,371 shares; 2025Q3: 3,316 shares; 2025Q4: 3,195 shares; 2026Q1: 3,196 shares; 2026Q2: 2,824 shares 2,824 $339K 0.21% -372 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,226 shares; 2025Q4: 1,226 shares; 2026Q1: 1,249 shares; 2026Q2: 1,332 shares 1,332 $338K 0.21% +83 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 loaded; 2024Q4: 5,713 shares; 2025Q1: 5,715 shares; 2025Q2: 5,492 shares; 2025Q3: 5,262 shares; 2025Q4: 5,250 shares; 2026Q1: 5,216 shares; 2026Q2: 5,216 shares 5,216 $311K 0.2% 0 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 306 shares; 2025Q3: 306 shares; 2025Q4: 318 shares; 2026Q1: 318 shares; 2026Q2: 2,547 shares 2,547 $304K 0.19% +2,229 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 235 shares; 2026Q1: 235 shares; 2026Q2: 252 shares 252 $302K 0.19% +17 Timeline EZM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,118 shares; 2025Q1: 4,118 shares; 2025Q2: 4,118 shares; 2025Q3: 4,117 shares; 2025Q4: 4,086 shares; 2026Q1: 4,043 shares; 2026Q2: 3,973 shares 3,973 $301K 0.19% -70 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: not loaded; 2024Q4: 3,550 shares; 2025Q1: 3,556 shares; 2025Q2: 2,875 shares; 2025Q3: 2,435 shares; 2025Q4: 2,435 shares; 2026Q1: 2,435 shares; 2026Q2: 2,437 shares 2,437 $286K 0.18% +2 Timeline VONE 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 841 shares 841 $285K 0.18% new 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 673 shares; 2025Q4: 674 shares; 2026Q1: 673 shares; 2026Q2: 749 shares 749 $283K 0.18% +76 Timeline XLY 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 loaded; 2024Q4: 1,295 shares; 2025Q1: 1,295 shares; 2025Q2: 1,295 shares; 2025Q3: 1,245 shares; 2025Q4: 2,490 shares; 2026Q1: 2,490 shares; 2026Q2: 2,386 shares 2,386 $280K 0.18% -104 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,908 shares; 2025Q1: 2,006 shares; 2025Q2: 1,681 shares; 2025Q3: 1,685 shares; 2025Q4: 1,689 shares; 2026Q1: 1,694 shares; 2026Q2: 1,793 shares 1,793 $277K 0.17% +99 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 loaded; 2024Q4: 5,918 shares; 2025Q1: 5,194 shares; 2025Q2: 4,691 shares; 2025Q3: 4,691 shares; 2025Q4: 4,680 shares; 2026Q1: 4,666 shares; 2026Q2: 4,570 shares 4,570 $264K 0.17% -96 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,909 shares 1,909 $263K 0.17% new Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,988 shares; 2025Q4: 3,622 shares; 2026Q1: not reported; 2026Q2: 3,697 shares 3,697 $251K 0.16% new 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,072 shares; 2026Q1: not reported; 2026Q2: 995 shares 995 $226K 0.14% new Timeline SPUS TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,855 shares 3,855 $222K 0.14% new Timeline HLAL LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,100 shares 3,100 $221K 0.14% new Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 386 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 402 shares; 2026Q1: not reported; 2026Q2: 434 shares 434 $217K 0.14% new Timeline PBA PEMBINA PIPELINE CORP More: the full row for PEMBINA PIPELINE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,680 shares; 2026Q2: 4,680 shares 4,680 $216K 0.14% 0 Timeline