SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,170,184 shares; 2024Q4: 3,133,384 shares; 2025Q1: 3,299,115 shares; 2025Q2: 3,479,793 shares; 2025Q3: 3,692,751 shares; 2025Q4: 3,904,988 shares; 2026Q1: 4,178,789 shares; 2026Q2: 4,428,126 shares 4,428,126 $113M 14.35% +249,337 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 827,311 shares; 2024Q4: 828,193 shares; 2025Q1: 859,000 shares; 2025Q2: 903,708 shares; 2025Q3: 953,460 shares; 2025Q4: 1,040,991 shares; 2026Q1: 1,027,916 shares; 2026Q2: 1,061,444 shares 1,061,444 $52.6M 6.68% +33,528 Timeline QQQM 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: 159,765 shares; 2024Q4: 160,333 shares; 2025Q1: 161,094 shares; 2025Q2: 156,811 shares; 2025Q3: 158,431 shares; 2025Q4: 155,847 shares; 2026Q1: 155,379 shares; 2026Q2: 153,000 shares 153,000 $46.4M 5.89% -2,379 Timeline BSV 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: 6,657 shares; 2024Q4: 6,708 shares; 2025Q1: 444,052 shares; 2025Q2: 470,019 shares; 2025Q3: 488,484 shares; 2025Q4: 505,694 shares; 2026Q1: 543,467 shares; 2026Q2: 566,494 shares 566,494 $44.1M 5.61% +23,027 Timeline RLY SSGA ACTIVE ETF TR More: the full row for SSGA 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: 963,184 shares; 2025Q4: 1,043,052 shares; 2026Q1: 1,071,026 shares; 2026Q2: 1,079,223 shares 1,079,223 $37.2M 4.73% +8,197 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: 75,503 shares; 2024Q4: 74,741 shares; 2025Q1: 74,673 shares; 2025Q2: 75,157 shares; 2025Q3: 74,391 shares; 2025Q4: 73,738 shares; 2026Q1: 69,198 shares; 2026Q2: 414,195 shares 414,195 $35.7M 4.53% +344,997 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: 30,007 shares; 2024Q4: 30,029 shares; 2025Q1: 31,668 shares; 2025Q2: 33,195 shares; 2025Q3: 370,867 shares; 2025Q4: 397,556 shares; 2026Q1: 400,843 shares; 2026Q2: 404,155 shares 404,155 $33.5M 4.25% +3,312 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 296,073 shares; 2024Q4: 340,864 shares; 2025Q1: 384,135 shares; 2025Q2: 426,593 shares; 2025Q3: 470,709 shares; 2025Q4: 552,462 shares; 2026Q1: 596,017 shares; 2026Q2: 610,701 shares 610,701 $33M 4.19% +14,684 Timeline DFLV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 401,044 shares; 2024Q4: 434,978 shares; 2025Q1: 474,044 shares; 2025Q2: 457,843 shares; 2025Q3: 524,775 shares; 2025Q4: 599,978 shares; 2026Q1: 691,191 shares; 2026Q2: 715,031 shares 715,031 $28.3M 3.59% +23,840 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: 309,502 shares; 2024Q4: 324,779 shares; 2025Q1: 338,794 shares; 2025Q2: 354,584 shares; 2025Q3: 376,939 shares; 2025Q4: 399,062 shares; 2026Q1: 394,503 shares; 2026Q2: 403,971 shares 403,971 $24.1M 3.06% +9,468 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: 98,051 shares; 2024Q4: 99,233 shares; 2025Q1: 98,106 shares; 2025Q2: 98,336 shares; 2025Q3: 100,935 shares; 2025Q4: 103,800 shares; 2026Q1: 105,698 shares; 2026Q2: 106,768 shares 106,768 $23.4M 2.98% +1,070 Timeline DFIS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 299,152 shares; 2024Q4: 343,041 shares; 2025Q1: 413,753 shares; 2025Q2: 417,258 shares; 2025Q3: 457,377 shares; 2025Q4: 571,198 shares; 2026Q1: 615,738 shares; 2026Q2: 659,583 shares 659,583 $23.1M 2.93% +43,845 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: not reported; 2024Q4: 2,825 shares; 2025Q1: 2,518 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 175,612 shares; 2026Q1: 187,509 shares; 2026Q2: 190,223 shares 190,223 $18.3M 2.33% +2,714 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 278,369 shares; 2024Q4: 295,916 shares; 2025Q1: 330,468 shares; 2025Q2: 290,788 shares; 2025Q3: 363,976 shares; 2025Q4: 414,592 shares; 2026Q1: 447,931 shares; 2026Q2: 461,103 shares 461,103 $17.9M 2.27% +13,172 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 260,970 shares; 2025Q3: 265,724 shares; 2025Q4: 289,257 shares; 2026Q1: 305,680 shares; 2026Q2: 310,180 shares 310,180 $17.5M 2.23% +4,500 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: 36,928 shares; 2024Q4: 37,768 shares; 2025Q1: 37,684 shares; 2025Q2: 38,853 shares; 2025Q3: 42,815 shares; 2025Q4: 43,449 shares; 2026Q1: 42,405 shares; 2026Q2: 42,656 shares 42,656 $16.8M 2.13% +251 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: 26,801 shares; 2024Q4: 26,606 shares; 2025Q1: 25,873 shares; 2025Q2: 26,073 shares; 2025Q3: 25,910 shares; 2025Q4: 25,622 shares; 2026Q1: 25,548 shares; 2026Q2: 98,443 shares 98,443 $12.2M 1.55% +72,895 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 217,734 shares; 2024Q4: 215,325 shares; 2025Q1: 211,648 shares; 2025Q2: 210,155 shares; 2025Q3: 209,997 shares; 2025Q4: 209,709 shares; 2026Q1: 205,269 shares; 2026Q2: 201,189 shares 201,189 $11.1M 1.41% -4,080 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: 62,658 shares; 2024Q4: 61,770 shares; 2025Q1: 71,732 shares; 2025Q2: 86,541 shares; 2025Q3: 84,411 shares; 2025Q4: 80,456 shares; 2026Q1: 84,347 shares; 2026Q2: 87,770 shares 87,770 $10.4M 1.33% +3,423 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: 147,615 shares; 2024Q4: 141,591 shares; 2025Q1: 141,804 shares; 2025Q2: 139,198 shares; 2025Q3: 140,706 shares; 2025Q4: 133,851 shares; 2026Q1: 134,412 shares; 2026Q2: 132,223 shares 132,223 $9.71M 1.23% -2,189 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: 195,963 shares; 2024Q4: 195,618 shares; 2025Q1: 195,618 shares; 2025Q2: 191,704 shares; 2025Q3: 190,908 shares; 2025Q4: 190,435 shares; 2026Q1: 183,477 shares; 2026Q2: 183,600 shares 183,600 $7.47M 0.95% +123 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: 20,227 shares; 2024Q4: 21,384 shares; 2025Q1: 22,037 shares; 2025Q2: 21,999 shares; 2025Q3: 23,129 shares; 2025Q4: 26,584 shares; 2026Q1: 24,568 shares; 2026Q2: 24,509 shares 24,509 $7.09M 0.9% -59 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: 60,373 shares; 2024Q4: 58,903 shares; 2025Q1: 57,169 shares; 2025Q2: 55,668 shares; 2025Q3: 55,114 shares; 2025Q4: 52,877 shares; 2026Q1: 50,836 shares; 2026Q2: 50,150 shares 50,150 $6.9M 0.88% -686 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: 5,074 shares; 2024Q4: 35,189 shares; 2025Q1: 45,946 shares; 2025Q2: 51,373 shares; 2025Q3: 46,730 shares; 2025Q4: 54,849 shares; 2026Q1: 70,943 shares; 2026Q2: 59,096 shares 59,096 $6.29M 0.8% -11,847 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: 11,757 shares; 2024Q4: 11,731 shares; 2025Q1: 12,706 shares; 2025Q2: 15,529 shares; 2025Q3: 17,323 shares; 2025Q4: 20,839 shares; 2026Q1: 19,862 shares; 2026Q2: 29,786 shares 29,786 $5.96M 0.76% +9,924 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 81,574 shares; 2024Q4: 77,207 shares; 2025Q1: 73,245 shares; 2025Q2: 67,872 shares; 2025Q3: 66,877 shares; 2025Q4: 66,885 shares; 2026Q1: 61,414 shares; 2026Q2: 61,735 shares 61,735 $5.95M 0.76% +321 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: 48,455 shares; 2024Q4: 57,516 shares; 2025Q1: 57,927 shares; 2025Q2: 57,961 shares; 2025Q3: 58,405 shares; 2025Q4: 57,054 shares; 2026Q1: 56,457 shares; 2026Q2: 54,577 shares 54,577 $5.4M 0.69% -1,880 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: 50,837 shares; 2024Q4: 48,989 shares; 2025Q1: 48,083 shares; 2025Q2: 68,461 shares; 2025Q3: 67,392 shares; 2025Q4: 68,927 shares; 2026Q1: 102,313 shares; 2026Q2: 100,682 shares 100,682 $5.21M 0.66% -1,631 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,247 shares; 2024Q4: 5,733 shares; 2025Q1: 6,020 shares; 2025Q2: 23,212 shares; 2025Q3: 23,266 shares; 2025Q4: 24,420 shares; 2026Q1: 32,700 shares; 2026Q2: 31,747 shares 31,747 $4.9M 0.62% -953 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: 22,636 shares; 2024Q4: 21,333 shares; 2025Q1: 21,311 shares; 2025Q2: 21,285 shares; 2025Q3: 21,426 shares; 2025Q4: 21,652 shares; 2026Q1: 20,522 shares; 2026Q2: 19,650 shares 19,650 $4.28M 0.54% -872 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: 10,958 shares; 2024Q4: 10,548 shares; 2025Q1: 12,183 shares; 2025Q2: 17,140 shares; 2025Q3: 17,388 shares; 2025Q4: 17,147 shares; 2026Q1: 16,455 shares; 2026Q2: 16,320 shares 16,320 $3.96M 0.5% -135 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: 18,608 shares; 2024Q4: 18,622 shares; 2025Q1: 18,585 shares; 2025Q2: 20,348 shares; 2025Q3: 20,148 shares; 2025Q4: 19,351 shares; 2026Q1: 17,844 shares; 2026Q2: 17,727 shares 17,727 $3.92M 0.5% -117 Timeline GWX 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: 111,668 shares; 2024Q4: 110,494 shares; 2025Q1: 108,332 shares; 2025Q2: 101,156 shares; 2025Q3: 99,926 shares; 2025Q4: 99,058 shares; 2026Q1: 90,669 shares; 2026Q2: 89,497 shares 89,497 $3.92M 0.5% -1,172 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: 25,146 shares; 2024Q4: 25,135 shares; 2025Q1: 24,847 shares; 2025Q2: 24,571 shares; 2025Q3: 24,225 shares; 2025Q4: 23,875 shares; 2026Q1: 21,356 shares; 2026Q2: 21,232 shares 21,232 $3.79M 0.48% -124 Timeline VIGI 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: 59,889 shares; 2024Q4: 58,191 shares; 2025Q1: 55,075 shares; 2025Q2: 50,061 shares; 2025Q3: 49,759 shares; 2025Q4: 52,622 shares; 2026Q1: 42,089 shares; 2026Q2: 39,684 shares 39,684 $3.71M 0.47% -2,405 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: 76,386 shares; 2024Q4: 76,128 shares; 2025Q1: 75,310 shares; 2025Q2: 68,827 shares; 2025Q3: 67,884 shares; 2025Q4: 66,684 shares; 2026Q1: 56,366 shares; 2026Q2: 53,373 shares 53,373 $3.65M 0.46% -2,993 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: 4,249 shares; 2024Q4: 23,200 shares; 2025Q1: 26,819 shares; 2025Q2: 28,142 shares; 2025Q3: 28,529 shares; 2025Q4: 29,881 shares; 2026Q1: 36,750 shares; 2026Q2: 36,735 shares 36,735 $3.55M 0.45% -15 Timeline IUSV 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: 32,038 shares; 2025Q3: 32,038 shares; 2025Q4: 32,038 shares; 2026Q1: 31,906 shares; 2026Q2: 31,906 shares 31,906 $3.51M 0.45% 0 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,060 shares; 2024Q4: 11,305 shares; 2025Q1: 11,726 shares; 2025Q2: 11,502 shares; 2025Q3: 12,198 shares; 2025Q4: 14,481 shares; 2026Q1: 13,939 shares; 2026Q2: 13,953 shares 13,953 $3.33M 0.42% +14 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: 15,450 shares; 2024Q4: 15,268 shares; 2025Q1: 14,939 shares; 2025Q2: 14,912 shares; 2025Q3: 15,022 shares; 2025Q4: 15,024 shares; 2026Q1: 13,025 shares; 2026Q2: 13,006 shares 13,006 $3.08M 0.39% -19 Timeline DWM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 64,379 shares; 2024Q4: 62,647 shares; 2025Q1: 61,091 shares; 2025Q2: 57,475 shares; 2025Q3: 55,893 shares; 2025Q4: 52,794 shares; 2026Q1: 39,140 shares; 2026Q2: 38,077 shares 38,077 $2.79M 0.35% -1,063 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: 2,967 shares; 2024Q4: 2,748 shares; 2025Q1: 4,821 shares; 2025Q2: 7,169 shares; 2025Q3: 7,159 shares; 2025Q4: 7,053 shares; 2026Q1: 7,336 shares; 2026Q2: 7,312 shares 7,312 $2.67M 0.34% -24 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: 24,630 shares; 2024Q4: 24,350 shares; 2025Q1: 25,765 shares; 2025Q2: 25,894 shares; 2025Q3: 25,880 shares; 2025Q4: 26,406 shares; 2026Q1: 29,950 shares; 2026Q2: 29,359 shares 29,359 $2.46M 0.31% -591 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: 35,608 shares; 2024Q4: 34,710 shares; 2025Q1: 34,644 shares; 2025Q2: 31,476 shares; 2025Q3: 30,986 shares; 2025Q4: 28,769 shares; 2026Q1: 26,719 shares; 2026Q2: 22,933 shares 22,933 $2.38M 0.3% -3,786 Timeline PWB INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,628 shares; 2024Q4: 20,627 shares; 2025Q1: 20,624 shares; 2025Q2: 20,624 shares; 2025Q3: 20,153 shares; 2025Q4: 16,217 shares; 2026Q1: 13,467 shares; 2026Q2: 13,465 shares 13,465 $2.27M 0.29% -2 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: 9,384 shares; 2024Q4: 9,303 shares; 2025Q1: 11,355 shares; 2025Q2: 10,159 shares; 2025Q3: 10,086 shares; 2025Q4: 9,885 shares; 2026Q1: 9,346 shares; 2026Q2: 9,216 shares 9,216 $2.24M 0.28% -130 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,296 shares; 2024Q4: 17,288 shares; 2025Q1: 15,938 shares; 2025Q2: 17,640 shares; 2025Q3: 19,781 shares; 2025Q4: 18,807 shares; 2026Q1: 20,425 shares; 2026Q2: 21,399 shares 21,399 $2.09M 0.27% +974 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: 15,184 shares; 2024Q4: 14,809 shares; 2025Q1: 15,080 shares; 2025Q2: 15,072 shares; 2025Q3: 14,585 shares; 2025Q4: 14,579 shares; 2026Q1: 9,058 shares; 2026Q2: 9,022 shares 9,022 $2.05M 0.26% -36 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: 834 shares; 2024Q4: 957 shares; 2025Q1: 987 shares; 2025Q2: 4,459 shares; 2025Q3: 3,563 shares; 2025Q4: 3,330 shares; 2026Q1: 3,009 shares; 2026Q2: 2,630 shares 2,630 $1.97M 0.25% -379 Timeline SLYG 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: 19,435 shares; 2024Q4: 19,107 shares; 2025Q1: 18,943 shares; 2025Q2: 18,571 shares; 2025Q3: 18,341 shares; 2025Q4: 17,958 shares; 2026Q1: 16,017 shares; 2026Q2: 15,860 shares 15,860 $1.89M 0.24% -157 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: 13,271 shares; 2024Q4: 14,015 shares; 2025Q1: 14,001 shares; 2025Q2: 14,011 shares; 2025Q3: 13,759 shares; 2025Q4: 13,758 shares; 2026Q1: 13,743 shares; 2026Q2: 13,705 shares 13,705 $1.87M 0.24% -38 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: 3,523 shares; 2024Q4: 4,338 shares; 2025Q1: 4,664 shares; 2025Q2: 5,478 shares; 2025Q3: 6,079 shares; 2025Q4: 6,998 shares; 2026Q1: 5,045 shares; 2026Q2: 5,000 shares 5,000 $1.87M 0.24% -45 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: 3,004 shares; 2024Q4: 2,992 shares; 2025Q1: 3,266 shares; 2025Q2: 3,452 shares; 2025Q3: 3,656 shares; 2025Q4: 5,843 shares; 2026Q1: 5,351 shares; 2026Q2: 5,151 shares 5,151 $1.84M 0.23% -200 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: 3,510 shares; 2025Q3: 3,570 shares; 2025Q4: 3,570 shares; 2026Q1: 3,519 shares; 2026Q2: 3,515 shares 3,515 $1.84M 0.23% -4 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 reported; 2024Q4: not reported; 2025Q1: 2,651 shares; 2025Q2: 2,651 shares; 2025Q3: 3,068 shares; 2025Q4: 3,098 shares; 2026Q1: 2,288 shares; 2026Q2: 2,205 shares 2,205 $1.65M 0.21% -83 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: 42,160 shares; 2024Q4: 40,315 shares; 2025Q1: 36,865 shares; 2025Q2: 35,617 shares; 2025Q3: 35,045 shares; 2025Q4: 34,155 shares; 2026Q1: 33,026 shares; 2026Q2: 32,479 shares 32,479 $1.55M 0.2% -547 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,687 shares; 2025Q3: 10,687 shares; 2025Q4: 10,687 shares; 2026Q1: 10,687 shares; 2026Q2: 10,687 shares 10,687 $1.52M 0.19% 0 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: 1,380 shares; 2024Q4: 1,735 shares; 2025Q1: 1,757 shares; 2025Q2: 1,946 shares; 2025Q3: 2,741 shares; 2025Q4: 4,183 shares; 2026Q1: 4,022 shares; 2026Q2: 4,012 shares 4,012 $1.52M 0.19% -10 Timeline VTWV 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: 7,661 shares; 2024Q4: 7,661 shares; 2025Q1: 7,661 shares; 2025Q2: 7,661 shares; 2025Q3: 7,661 shares; 2025Q4: 7,661 shares; 2026Q1: 7,494 shares; 2026Q2: 7,494 shares 7,494 $1.46M 0.19% 0 Timeline SPYV 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: 20,852 shares; 2024Q4: 20,413 shares; 2025Q1: 20,243 shares; 2025Q2: 19,784 shares; 2025Q3: 21,247 shares; 2025Q4: 19,945 shares; 2026Q1: 23,868 shares; 2026Q2: 23,568 shares 23,568 $1.43M 0.18% -300 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,039 shares; 2024Q4: 19,417 shares; 2025Q1: 19,334 shares; 2025Q2: 19,021 shares; 2025Q3: 19,050 shares; 2025Q4: 19,074 shares; 2026Q1: 18,440 shares; 2026Q2: 18,326 shares 18,326 $1.4M 0.18% -114 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: 7,237 shares; 2024Q4: 7,437 shares; 2025Q1: 7,318 shares; 2025Q2: 7,314 shares; 2025Q3: 7,712 shares; 2025Q4: 8,591 shares; 2026Q1: 8,660 shares; 2026Q2: 8,660 shares 8,660 $1.37M 0.17% 0 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,411 shares; 2024Q4: 26,950 shares; 2025Q1: 26,730 shares; 2025Q2: 26,024 shares; 2025Q3: 25,987 shares; 2025Q4: 25,922 shares; 2026Q1: 21,364 shares; 2026Q2: 19,531 shares 19,531 $1.37M 0.17% -1,833 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: 2,406 shares; 2024Q4: 2,484 shares; 2025Q1: 2,638 shares; 2025Q2: 3,629 shares; 2025Q3: 3,706 shares; 2025Q4: 4,186 shares; 2026Q1: 3,843 shares; 2026Q2: 3,722 shares 3,722 $1.28M 0.16% -121 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,568 shares; 2024Q4: 4,721 shares; 2025Q1: 4,520 shares; 2025Q2: 9,456 shares; 2025Q3: 9,927 shares; 2025Q4: 11,826 shares; 2026Q1: 11,241 shares; 2026Q2: 11,245 shares 11,245 $1.27M 0.16% +4 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: 24,223 shares; 2024Q4: 24,235 shares; 2025Q1: 23,995 shares; 2025Q2: 23,351 shares; 2025Q3: 22,515 shares; 2025Q4: 16,530 shares; 2026Q1: 17,121 shares; 2026Q2: 17,538 shares 17,538 $1.25M 0.16% +417 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: 3,529 shares; 2024Q4: 3,966 shares; 2025Q1: 3,998 shares; 2025Q2: 3,883 shares; 2025Q3: 4,091 shares; 2025Q4: 4,223 shares; 2026Q1: 3,518 shares; 2026Q2: 3,451 shares 3,451 $1.22M 0.15% -67 Timeline TSPA T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,988 shares; 2025Q3: 25,346 shares; 2025Q4: 25,346 shares; 2026Q1: 25,346 shares; 2026Q2: 25,346 shares 25,346 $1.2M 0.15% 0 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,724 shares; 2024Q4: 13,647 shares; 2025Q1: 13,584 shares; 2025Q2: 13,524 shares; 2025Q3: 13,008 shares; 2025Q4: 12,931 shares; 2026Q1: 12,653 shares; 2026Q2: 12,645 shares 12,645 $1.04M 0.13% -8 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: 1,281 shares; 2024Q4: 1,442 shares; 2025Q1: 1,442 shares; 2025Q2: 2,073 shares; 2025Q3: 2,397 shares; 2025Q4: 3,534 shares; 2026Q1: 3,109 shares; 2026Q2: 3,108 shares 3,108 $1.02M 0.13% -1 Timeline VTWO 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: 8,324 shares; 2024Q4: 8,296 shares; 2025Q1: 8,300 shares; 2025Q2: 8,303 shares; 2025Q3: 8,307 shares; 2025Q4: 8,312 shares; 2026Q1: 8,315 shares; 2026Q2: 8,293 shares 8,293 $1.01M 0.13% -22 Timeline VOOV 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: 4,398 shares; 2024Q4: 4,398 shares; 2025Q1: 4,398 shares; 2025Q2: 4,398 shares; 2025Q3: 4,423 shares; 2025Q4: 4,423 shares; 2026Q1: 4,423 shares; 2026Q2: 4,256 shares 4,256 $933K 0.12% -167 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: not reported; 2024Q4: not reported; 2025Q1: 3,321 shares; 2025Q2: 3,402 shares; 2025Q3: 3,406 shares; 2025Q4: 10,600 shares; 2026Q1: 10,454 shares; 2026Q2: 10,388 shares 10,388 $888K 0.11% -66 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: 1,151 shares; 2024Q4: 1,280 shares; 2025Q1: 1,302 shares; 2025Q2: 1,213 shares; 2025Q3: 1,384 shares; 2025Q4: 1,707 shares; 2026Q1: 1,544 shares; 2026Q2: 1,544 shares 1,544 $870K 0.11% 0 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: 1,469 shares; 2024Q4: 1,763 shares; 2025Q1: 1,687 shares; 2025Q2: 2,267 shares; 2025Q3: 2,269 shares; 2025Q4: 2,492 shares; 2026Q1: 2,336 shares; 2026Q2: 2,339 shares 2,339 $866K 0.11% +3 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,660 shares; 2024Q4: 3,694 shares; 2025Q1: 3,730 shares; 2025Q2: 3,776 shares; 2025Q3: 3,747 shares; 2025Q4: 3,804 shares; 2026Q1: 3,781 shares; 2026Q2: 3,811 shares 3,811 $852K 0.11% +30 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: 901 shares; 2024Q4: 910 shares; 2025Q1: 913 shares; 2025Q2: 935 shares; 2025Q3: 1,969 shares; 2025Q4: 2,259 shares; 2026Q1: 2,350 shares; 2026Q2: 2,352 shares 2,352 $829K 0.11% +2 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: 2,133 shares; 2024Q4: 2,133 shares; 2025Q1: 1,900 shares; 2025Q2: 1,791 shares; 2025Q3: 1,809 shares; 2025Q4: 2,327 shares; 2026Q1: 2,165 shares; 2026Q2: 2,165 shares 2,165 $798K 0.1% 0 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,032 shares; 2025Q3: 3,032 shares; 2025Q4: 3,032 shares; 2026Q1: 3,032 shares; 2026Q2: 3,025 shares 3,025 $763K 0.1% -7 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP 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: 6,832 shares; 2026Q1: 5,716 shares; 2026Q2: 5,716 shares 5,716 $757K 0.1% 0 Timeline AIZ ASSURANT INC More: the full row for ASSURANT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,200 shares; 2024Q4: 1,423 shares; 2025Q1: 1,423 shares; 2025Q2: 1,200 shares; 2025Q3: 1,226 shares; 2025Q4: 2,958 shares; 2026Q1: 2,529 shares; 2026Q2: 2,529 shares 2,529 $679K 0.09% 0 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 967 shares; 2026Q2: 967 shares 967 $619K 0.08% 0 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: 428 shares; 2024Q4: not reported; 2025Q1: 461 shares; 2025Q2: 543 shares; 2025Q3: 593 shares; 2025Q4: 665 shares; 2026Q1: 843 shares; 2026Q2: 845 shares 845 $580K 0.07% +2 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: 295 shares; 2024Q4: 307 shares; 2025Q1: 577 shares; 2025Q2: 574 shares; 2025Q3: 683 shares; 2025Q4: 588 shares; 2026Q1: 495 shares; 2026Q2: 482 shares 482 $578K 0.07% -13 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: 4,529 shares; 2024Q4: 4,941 shares; 2025Q1: 5,223 shares; 2025Q2: 4,879 shares; 2025Q3: 5,256 shares; 2025Q4: 5,822 shares; 2026Q1: 4,361 shares; 2026Q2: 2,266 shares 2,266 $575K 0.07% -2,095 Timeline FNDX 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: 5,970 shares; 2024Q4: 17,910 shares; 2025Q1: 17,910 shares; 2025Q2: 17,910 shares; 2025Q3: 17,910 shares; 2025Q4: 17,910 shares; 2026Q1: 17,910 shares; 2026Q2: 17,910 shares 17,910 $557K 0.07% 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: 359 shares; 2024Q4: 387 shares; 2025Q1: 407 shares; 2025Q2: 1,143 shares; 2025Q3: 1,200 shares; 2025Q4: 746 shares; 2026Q1: 608 shares; 2026Q2: 591 shares 591 $553K 0.07% -17 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: 4,250 shares; 2024Q4: 4,074 shares; 2025Q1: 4,446 shares; 2025Q2: 4,105 shares; 2025Q3: 4,153 shares; 2025Q4: 4,504 shares; 2026Q1: 3,765 shares; 2026Q2: 3,765 shares 3,765 $515K 0.07% 0 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,916 shares; 2024Q4: 11,896 shares; 2025Q1: 16,881 shares; 2025Q2: 16,882 shares; 2025Q3: 16,881 shares; 2025Q4: 16,881 shares; 2026Q1: 16,881 shares; 2026Q2: 16,844 shares 16,844 $496K 0.06% -37 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: not reported; 2025Q3: not reported; 2025Q4: 4,619 shares; 2026Q1: 4,044 shares; 2026Q2: 4,044 shares 4,044 $475K 0.06% 0 Timeline SNDK SANDISK CORP More: the full row for SANDISK 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: 208 shares 208 $473K 0.06% new Timeline JPST 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: 11,903 shares; 2024Q4: 11,321 shares; 2025Q1: 11,290 shares; 2025Q2: 11,359 shares; 2025Q3: 10,402 shares; 2025Q4: 11,088 shares; 2026Q1: 9,267 shares; 2026Q2: 9,235 shares 9,235 $467K 0.06% -32 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 672 shares; 2024Q4: 672 shares; 2025Q1: 736 shares; 2025Q2: 725 shares; 2025Q3: 786 shares; 2025Q4: 1,241 shares; 2026Q1: 930 shares; 2026Q2: 919 shares 919 $460K 0.06% -11 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL 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: 683 shares 683 $436K 0.06% new Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 406 shares; 2024Q4: 434 shares; 2025Q1: 451 shares; 2025Q2: 960 shares; 2025Q3: 1,077 shares; 2025Q4: 1,254 shares; 2026Q1: 938 shares; 2026Q2: 822 shares 822 $422K 0.05% -116 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,497 shares; 2025Q1: 3,489 shares; 2025Q2: 3,320 shares; 2025Q3: 3,500 shares; 2025Q4: 4,825 shares; 2026Q1: 4,828 shares; 2026Q2: 4,772 shares 4,772 $419K 0.05% -56 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: 3,464 shares; 2024Q4: 3,464 shares; 2025Q1: 2,944 shares; 2025Q2: 2,944 shares; 2025Q3: 3,931 shares; 2025Q4: 3,914 shares; 2026Q1: 3,966 shares; 2026Q2: 3,722 shares 3,722 $411K 0.05% -244 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 288 shares; 2025Q3: 288 shares; 2025Q4: 403 shares; 2026Q1: 403 shares; 2026Q2: 403 shares 403 $408K 0.05% 0 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,398 shares; 2026Q1: 12,367 shares; 2026Q2: 12,382 shares 12,382 $393K 0.05% +15 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 890 shares; 2024Q4: 812 shares; 2025Q1: 816 shares; 2025Q2: 816 shares; 2025Q3: 950 shares; 2025Q4: 853 shares; 2026Q1: 797 shares; 2026Q2: 798 shares 798 $392K 0.05% +1 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,564 shares; 2025Q1: 3,567 shares; 2025Q2: 3,538 shares; 2025Q3: 3,767 shares; 2025Q4: 5,124 shares; 2026Q1: 4,769 shares; 2026Q2: 4,769 shares 4,769 $388K 0.05% 0 Timeline VONV 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: 4,125 shares; 2024Q4: 3,833 shares; 2025Q1: 3,833 shares; 2025Q2: 3,833 shares; 2025Q3: 3,833 shares; 2025Q4: 3,833 shares; 2026Q1: 3,833 shares; 2026Q2: 3,623 shares 3,623 $385K 0.05% -210 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: 32,554 shares; 2024Q4: 29,918 shares; 2025Q1: 34,611 shares; 2025Q2: 33,768 shares; 2025Q3: 4,277 shares; 2025Q4: 4,277 shares; 2026Q1: 4,263 shares; 2026Q2: 3,456 shares 3,456 $372K 0.05% -807 Timeline SLYV 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: 3,835 shares; 2024Q4: 3,924 shares; 2025Q1: 3,674 shares; 2025Q2: 3,537 shares; 2025Q3: 3,537 shares; 2025Q4: 3,463 shares; 2026Q1: 3,376 shares; 2026Q2: 3,370 shares 3,370 $368K 0.05% -6 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 778 shares; 2026Q1: 760 shares; 2026Q2: 760 shares 760 $363K 0.05% 0 Timeline KLAC KLA CORP More: the full row for KLA 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: 1,200 shares 1,200 $362K 0.05% new Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 302 shares 302 $349K 0.04% new 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: 289 shares; 2026Q2: 289 shares 289 $340K 0.04% 0 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: 2,426 shares 2,426 $339K 0.04% new Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD 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: 2,536 shares; 2026Q1: 2,536 shares; 2026Q2: 2,539 shares 2,539 $338K 0.04% +3 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,361 shares; 2024Q4: 663 shares; 2025Q1: not reported; 2025Q2: 707 shares; 2025Q3: 862 shares; 2025Q4: 627 shares; 2026Q1: 765 shares; 2026Q2: 780 shares 780 $328K 0.04% +15 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,039 shares; 2024Q4: 1,039 shares; 2025Q1: 1,039 shares; 2025Q2: 1,142 shares; 2025Q3: 1,039 shares; 2025Q4: 1,039 shares; 2026Q1: 1,062 shares; 2026Q2: 1,056 shares 1,056 $320K 0.04% -6 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,051 shares; 2026Q2: 3,051 shares 3,051 $312K 0.04% 0 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,143 shares; 2025Q2: not reported; 2025Q3: 1,830 shares; 2025Q4: 2,282 shares; 2026Q1: 2,283 shares; 2026Q2: 2,053 shares 2,053 $304K 0.04% -230 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 555 shares; 2024Q4: 555 shares; 2025Q1: 563 shares; 2025Q2: 462 shares; 2025Q3: 500 shares; 2025Q4: 4,782 shares; 2026Q1: 4,263 shares; 2026Q2: 4,245 shares 4,245 $303K 0.04% -18 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 954 shares; 2025Q4: 961 shares; 2026Q1: 1,003 shares; 2026Q2: 1,003 shares 1,003 $301K 0.04% 0 Timeline KIM KIMCO REALTY CORP More: the full row for KIMCO REALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,601 shares; 2024Q4: 14,690 shares; 2025Q1: 14,790 shares; 2025Q2: 14,890 shares; 2025Q3: 11,595 shares; 2025Q4: 11,651 shares; 2026Q1: 11,750 shares; 2026Q2: 11,843 shares 11,843 $300K 0.04% +93 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,768 shares; 2026Q1: 5,602 shares; 2026Q2: 5,540 shares 5,540 $294K 0.04% -62 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: not reported; 2025Q1: 2,820 shares; 2025Q2: 3,022 shares; 2025Q3: 3,390 shares; 2025Q4: 4,101 shares; 2026Q1: 3,499 shares; 2026Q2: 3,496 shares 3,496 $289K 0.04% -3 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN 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: 1,688 shares 1,688 $288K 0.04% new Timeline COWZ PACER FDS TR More: the full row for PACER FDS 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: 4,636 shares; 2026Q2: 4,636 shares 4,636 $288K 0.04% 0 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 850 shares; 2026Q2: 850 shares 850 $285K 0.04% 0 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,330 shares; 2026Q1: 1,330 shares; 2026Q2: 1,330 shares 1,330 $283K 0.04% 0 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,629 shares; 2025Q4: 1,523 shares; 2026Q1: 1,161 shares; 2026Q2: 1,114 shares 1,114 $280K 0.04% -47 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,073 shares; 2026Q1: 1,155 shares; 2026Q2: 1,155 shares 1,155 $280K 0.04% 0 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,745 shares; 2024Q4: 2,780 shares; 2025Q1: 2,815 shares; 2025Q2: 2,852 shares; 2025Q3: 2,889 shares; 2025Q4: 2,926 shares; 2026Q1: 2,964 shares; 2026Q2: 3,001 shares 3,001 $277K 0.04% +37 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 854 shares; 2025Q1: 854 shares; 2025Q2: 854 shares; 2025Q3: 941 shares; 2025Q4: 1,385 shares; 2026Q1: 1,261 shares; 2026Q2: 1,257 shares 1,257 $275K 0.03% -4 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN 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: 296 shares; 2026Q1: 269 shares; 2026Q2: 269 shares 269 $263K 0.03% 0 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: 242 shares 242 $258K 0.03% new Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 848 shares 848 $253K 0.03% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,112 shares 2,112 $252K 0.03% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,897 shares; 2025Q4: 1,985 shares; 2026Q1: 1,667 shares; 2026Q2: 1,472 shares 1,472 $244K 0.03% -195 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,172 shares; 2026Q2: 3,172 shares 3,172 $240K 0.03% 0 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,037 shares; 2024Q4: 2,037 shares; 2025Q1: 2,037 shares; 2025Q2: 2,037 shares; 2025Q3: 2,037 shares; 2025Q4: 2,037 shares; 2026Q1: 2,037 shares; 2026Q2: 2,037 shares 2,037 $239K 0.03% 0 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC 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: 1,251 shares; 2026Q2: 1,251 shares 1,251 $237K 0.03% 0 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC 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: not reported; 2025Q4: not reported; 2026Q1: 1,545 shares; 2026Q2: 1,545 shares 1,545 $234K 0.03% 0 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,257 shares; 2025Q4: 3,540 shares; 2026Q1: 3,341 shares; 2026Q2: 3,357 shares 3,357 $233K 0.03% +16 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: 624 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 636 shares; 2025Q3: 625 shares; 2025Q4: 746 shares; 2026Q1: not reported; 2026Q2: 536 shares 536 $228K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 663 shares; 2026Q1: not reported; 2026Q2: 596 shares 596 $223K 0.03% 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: not reported; 2026Q2: 1,355 shares 1,355 $214K 0.03% new Timeline ITB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,976 shares; 2024Q4: 1,976 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,976 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,016 shares 2,016 $211K 0.03% new Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 669 shares; 2025Q1: 669 shares; 2025Q2: 669 shares; 2025Q3: 684 shares; 2025Q4: 665 shares; 2026Q1: 650 shares; 2026Q2: 647 shares 647 $204K 0.03% -3 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,060 shares; 2026Q1: not reported; 2026Q2: 824 shares 824 $203K 0.03% new 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: 1,475 shares; 2024Q4: 1,648 shares; 2025Q1: 1,659 shares; 2025Q2: 1,760 shares; 2025Q3: 1,663 shares; 2025Q4: 1,479 shares; 2026Q1: 1,401 shares; 2026Q2: 1,367 shares 1,367 $200K 0.03% -34 Timeline MESO MESOBLAST LTD More: the full row for MESOBLAST LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 13,828 shares; 2026Q1: 13,828 shares; 2026Q2: 10,000 shares 10,000 $135K 0.02% -3,828 Timeline ECOR ELECTROCORE INC More: the full row for ELECTROCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares; 2026Q2: 10,000 shares 10,000 $86.4K 0.01% 0 Timeline ESRT EMPIRE ST RLTY TR INC More: the full row for EMPIRE ST RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,188 shares; 2024Q4: 14,188 shares; 2025Q1: 14,188 shares; 2025Q2: 14,188 shares; 2025Q3: 14,188 shares; 2025Q4: 14,188 shares; 2026Q1: 14,188 shares; 2026Q2: 14,188 shares 14,188 $76.8K 0.01% 0 Timeline