IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 293,198 shares; 2024Q4: 157,869 shares; 2025Q1: 145,936 shares; 2025Q2: 139,640 shares; 2025Q3: 222,647 shares; 2025Q4: 260,866 shares; 2026Q1: 256,904 shares; 2026Q2: 359,592 shares 359,592 $34M 10.16% +102,688 Timeline JPIE 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: 418,942 shares; 2024Q4: 437,006 shares; 2025Q1: 422,035 shares; 2025Q2: 405,387 shares; 2025Q3: 420,482 shares; 2025Q4: 497,834 shares; 2026Q1: 519,386 shares; 2026Q2: 526,755 shares 526,755 $24.3M 7.24% +7,369 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: 351,544 shares; 2024Q4: 370,741 shares; 2025Q1: 352,246 shares; 2025Q2: 324,686 shares; 2025Q3: 328,592 shares; 2025Q4: 377,965 shares; 2026Q1: 377,859 shares; 2026Q2: 387,813 shares 387,813 $23.6M 7.04% +9,954 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: 93,533 shares; 2024Q4: 202,597 shares; 2025Q1: 268,693 shares; 2025Q2: 290,586 shares; 2025Q3: 288,571 shares; 2025Q4: 318,743 shares; 2026Q1: 332,689 shares; 2026Q2: 361,261 shares 361,261 $20.8M 6.22% +28,572 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: 128,591 shares; 2024Q4: 136,717 shares; 2025Q1: 227,948 shares; 2025Q2: 167,565 shares; 2025Q3: 168,004 shares; 2025Q4: 143,175 shares; 2026Q1: 140,269 shares; 2026Q2: 143,799 shares 143,799 $17.1M 5.11% +3,530 Timeline DMBS DOUBLELINE ETF TRUST More: the full row for DOUBLELINE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 199,230 shares; 2025Q3: 233,503 shares; 2025Q4: 300,320 shares; 2026Q1: 308,262 shares; 2026Q2: 320,754 shares 320,754 $15.7M 4.7% +12,492 Timeline SPMD 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: 145,114 shares; 2024Q4: 152,699 shares; 2025Q1: 189,276 shares; 2025Q2: 178,508 shares; 2025Q3: 178,679 shares; 2025Q4: 206,071 shares; 2026Q1: 220,883 shares; 2026Q2: 222,569 shares 222,569 $15M 4.49% +1,686 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: 39,572 shares; 2024Q4: 46,750 shares; 2025Q1: 30,585 shares; 2025Q2: 49,252 shares; 2025Q3: 55,022 shares; 2025Q4: 62,455 shares; 2026Q1: 68,855 shares; 2026Q2: 100,695 shares 100,695 $11.8M 3.53% +31,840 Timeline SPDW 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: 240,568 shares; 2024Q4: 263,905 shares; 2025Q1: 248,776 shares; 2025Q2: 187,368 shares; 2025Q3: 189,620 shares; 2025Q4: 218,151 shares; 2026Q1: 235,549 shares; 2026Q2: 230,984 shares 230,984 $11.6M 3.48% -4,565 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 353,681 shares; 2024Q4: 368,312 shares; 2025Q1: 149,491 shares; 2025Q2: 174,474 shares; 2025Q3: 177,640 shares; 2025Q4: 200,462 shares; 2026Q1: 207,922 shares; 2026Q2: 218,163 shares 218,163 $11.6M 3.46% +10,241 Timeline SPTI 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: 66,160 shares; 2024Q4: 557,345 shares; 2025Q1: 403,208 shares; 2025Q2: 353,875 shares; 2025Q3: 350,292 shares; 2025Q4: 345,509 shares; 2026Q1: 403,555 shares; 2026Q2: 400,617 shares 400,617 $11.4M 3.4% -2,938 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: 274,556 shares; 2024Q4: 185,004 shares; 2025Q1: 173,558 shares; 2025Q2: 200,791 shares; 2025Q3: 201,583 shares; 2025Q4: 228,093 shares; 2026Q1: 231,880 shares; 2026Q2: 198,043 shares 198,043 $10.3M 3.06% -33,837 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 102,995 shares; 2025Q2: 156,754 shares; 2025Q3: 172,672 shares; 2025Q4: 228,810 shares; 2026Q1: 248,387 shares; 2026Q2: 197,305 shares 197,305 $9.96M 2.98% -51,082 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: 45,755 shares; 2024Q4: 46,113 shares; 2025Q1: 48,592 shares; 2025Q2: 47,335 shares; 2025Q3: 46,590 shares; 2025Q4: 46,641 shares; 2026Q1: 43,875 shares; 2026Q2: 42,249 shares 42,249 $9.21M 2.75% -1,626 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: 14,533 shares; 2024Q4: 14,339 shares; 2025Q1: 22,318 shares; 2025Q2: 18,030 shares; 2025Q3: 17,984 shares; 2025Q4: 12,295 shares; 2026Q1: 16,591 shares; 2026Q2: 67,215 shares 67,215 $8.35M 2.49% +50,624 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 92,963 shares; 2024Q4: 95,906 shares; 2025Q1: 95,182 shares; 2025Q2: 104,203 shares; 2025Q3: 103,736 shares; 2025Q4: 114,062 shares; 2026Q1: 118,609 shares; 2026Q2: 123,227 shares 123,227 $8.19M 2.45% +4,618 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: 23,539 shares; 2024Q4: 24,044 shares; 2025Q1: 24,690 shares; 2025Q2: 22,800 shares; 2025Q3: 22,893 shares; 2025Q4: 23,333 shares; 2026Q1: 32,251 shares; 2026Q2: 32,922 shares 32,922 $7.98M 2.38% +671 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: not reported; 2026Q1: not reported; 2026Q2: 250,932 shares 250,932 $7.96M 2.38% new 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: 12,885 shares; 2024Q4: 13,056 shares; 2025Q1: 21,434 shares; 2025Q2: 18,444 shares; 2025Q3: 17,833 shares; 2025Q4: 13,463 shares; 2026Q1: 12,600 shares; 2026Q2: 77,541 shares 77,541 $6.68M 1.99% +64,941 Timeline SPTS 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: 179,780 shares; 2024Q4: 197,020 shares; 2025Q1: 200,967 shares; 2025Q2: 155,668 shares; 2025Q3: 171,614 shares; 2025Q4: 200,703 shares; 2026Q1: 211,720 shares; 2026Q2: 229,744 shares 229,744 $6.66M 1.99% +18,024 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: 6,468 shares; 2024Q4: 29,735 shares; 2025Q1: 29,359 shares; 2025Q2: 29,263 shares; 2025Q3: 28,960 shares; 2025Q4: 25,141 shares; 2026Q1: 24,014 shares; 2026Q2: 20,547 shares 20,547 $5.95M 1.78% -3,467 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: 10,683 shares; 2024Q4: 10,818 shares; 2025Q1: 15,625 shares; 2025Q2: 15,942 shares; 2025Q3: 16,020 shares; 2025Q4: 16,021 shares; 2026Q1: 17,403 shares; 2026Q2: 69,325 shares 69,325 $5.59M 1.67% +51,922 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: 67,477 shares; 2024Q4: 67,477 shares; 2025Q1: 88,864 shares; 2025Q2: 64,217 shares; 2025Q3: 64,217 shares; 2025Q4: 64,217 shares; 2026Q1: 92,341 shares; 2026Q2: 92,341 shares 92,341 $4.67M 1.39% 0 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: 86,285 shares; 2024Q4: 66,921 shares; 2025Q1: 63,826 shares; 2025Q2: 71,247 shares; 2025Q3: 80,033 shares; 2025Q4: 80,743 shares; 2026Q1: 79,708 shares; 2026Q2: 77,167 shares 77,167 $4.61M 1.38% -2,541 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: 59,008 shares; 2024Q4: 60,524 shares; 2025Q1: 68,363 shares; 2025Q2: 60,106 shares; 2025Q3: 58,728 shares; 2025Q4: 59,006 shares; 2026Q1: 58,423 shares; 2026Q2: 57,539 shares 57,539 $4.1M 1.22% -884 Timeline FDT FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,860 shares; 2024Q4: 57,021 shares; 2025Q1: 58,277 shares; 2025Q2: 58,659 shares; 2025Q3: 58,509 shares; 2025Q4: 57,801 shares; 2026Q1: 55,595 shares; 2026Q2: 41,866 shares 41,866 $3.96M 1.18% -13,729 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: 83,624 shares; 2024Q4: 83,029 shares; 2025Q1: 57,714 shares; 2025Q2: 39,228 shares; 2025Q3: 38,741 shares; 2025Q4: 38,833 shares; 2026Q1: 37,491 shares; 2026Q2: 36,226 shares 36,226 $2.99M 0.89% -1,265 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: 2,839 shares; 2024Q4: 6,464 shares; 2025Q1: 7,985 shares; 2025Q2: 7,948 shares; 2025Q3: 7,906 shares; 2025Q4: 8,153 shares; 2026Q1: 7,760 shares; 2026Q2: 8,301 shares 8,301 $2.52M 0.75% +541 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: 22,617 shares; 2024Q4: 25,449 shares; 2025Q1: 23,966 shares; 2025Q2: 23,821 shares; 2025Q3: 30,309 shares; 2025Q4: 48,492 shares; 2026Q1: 35,927 shares; 2026Q2: 29,831 shares 29,831 $1.51M 0.45% -6,096 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: 6,763 shares; 2024Q4: 6,763 shares; 2025Q1: 6,810 shares; 2025Q2: 11,361 shares; 2025Q3: 11,361 shares; 2025Q4: 11,459 shares; 2026Q1: 11,599 shares; 2026Q2: 11,353 shares 11,353 $1.25M 0.37% -246 Timeline VOT 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: 5,698 shares; 2024Q4: 5,558 shares; 2025Q1: 5,197 shares; 2025Q2: 4,730 shares; 2025Q3: 4,667 shares; 2025Q4: 4,968 shares; 2026Q1: 4,152 shares; 2026Q2: 4,077 shares 4,077 $1.25M 0.37% -75 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 114,911 shares; 2024Q4: 114,911 shares; 2025Q1: 114,911 shares; 2025Q2: 114,911 shares; 2025Q3: 93,304 shares; 2025Q4: 80,832 shares; 2026Q1: 80,804 shares; 2026Q2: 80,832 shares 80,832 $1.08M 0.32% +28 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,324 shares; 2024Q4: 4,997 shares; 2025Q1: 4,818 shares; 2025Q2: 4,804 shares; 2025Q3: 4,804 shares; 2025Q4: 5,301 shares; 2026Q1: 5,134 shares; 2026Q2: 5,146 shares 5,146 $1.03M 0.31% +12 Timeline 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: 4,437 shares; 2024Q4: 4,787 shares; 2025Q1: 8,595 shares; 2025Q2: 6,412 shares; 2025Q3: 7,035 shares; 2025Q4: 7,281 shares; 2026Q1: 6,669 shares; 2026Q2: 7,397 shares 7,397 $978K 0.29% +728 Timeline EZU 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: 5,847 shares; 2026Q1: 9,999 shares; 2026Q2: 13,376 shares 13,376 $930K 0.28% +3,377 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: 2,622 shares; 2024Q4: 2,555 shares; 2025Q1: 2,450 shares; 2025Q2: 2,482 shares; 2025Q3: 2,420 shares; 2025Q4: 2,579 shares; 2026Q1: 2,463 shares; 2026Q2: 2,468 shares 2,468 $921K 0.27% +5 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: 971 shares; 2024Q4: 1,864 shares; 2025Q1: 1,850 shares; 2025Q2: 1,994 shares; 2025Q3: 1,888 shares; 2025Q4: 2,202 shares; 2026Q1: 2,142 shares; 2026Q2: 2,114 shares 2,114 $889K 0.27% -28 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: 2,304 shares; 2024Q4: 2,636 shares; 2025Q1: 2,195 shares; 2025Q2: 2,287 shares; 2025Q3: 2,287 shares; 2025Q4: 2,619 shares; 2026Q1: 2,402 shares; 2026Q2: 2,402 shares 2,402 $858K 0.26% 0 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,570 shares; 2024Q4: 1,491 shares; 2025Q1: 1,860 shares; 2025Q2: 1,749 shares; 2025Q3: 1,268 shares; 2025Q4: 1,268 shares; 2026Q1: 1,123 shares; 2026Q2: 1,123 shares 1,123 $841K 0.25% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,140 shares; 2026Q2: 11,105 shares 11,105 $760K 0.23% -35 Timeline VGSH 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: 24,088 shares; 2024Q4: 23,844 shares; 2025Q1: 19,714 shares; 2025Q2: 14,551 shares; 2025Q3: 14,094 shares; 2025Q4: 13,765 shares; 2026Q1: 13,761 shares; 2026Q2: 12,998 shares 12,998 $756K 0.23% -763 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,687 shares; 2024Q4: 5,056 shares; 2025Q1: 3,544 shares; 2025Q2: 3,025 shares; 2025Q3: 2,950 shares; 2025Q4: 3,224 shares; 2026Q1: 3,074 shares; 2026Q2: 3,121 shares 3,121 $744K 0.22% +47 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: 17,763 shares; 2024Q4: 13,266 shares; 2025Q1: 13,740 shares; 2025Q2: 14,347 shares; 2025Q3: 12,710 shares; 2025Q4: 12,759 shares; 2026Q1: 10,712 shares; 2026Q2: 8,039 shares 8,039 $666K 0.2% -2,673 Timeline DFUS 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: 10,621 shares; 2024Q4: 10,621 shares; 2025Q1: 10,040 shares; 2025Q2: 8,844 shares; 2025Q3: 8,614 shares; 2025Q4: 7,946 shares; 2026Q1: 7,946 shares; 2026Q2: 7,099 shares 7,099 $582K 0.17% -847 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: 14,752 shares; 2024Q4: 14,752 shares; 2025Q1: 14,752 shares; 2025Q2: 12,570 shares; 2025Q3: 12,570 shares; 2025Q4: 11,595 shares; 2026Q1: 11,595 shares; 2026Q2: 10,547 shares 10,547 $580K 0.17% -1,048 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,538 shares; 2024Q4: 2,538 shares; 2025Q1: 2,538 shares; 2025Q2: 2,538 shares; 2025Q3: 2,538 shares; 2025Q4: 2,543 shares; 2026Q1: 2,537 shares; 2026Q2: 2,582 shares 2,582 $578K 0.17% +45 Timeline EWJ 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: 2,893 shares; 2026Q1: 4,892 shares; 2026Q2: 6,165 shares 6,165 $575K 0.17% +1,273 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: 1,730 shares; 2025Q3: 1,730 shares; 2025Q4: 1,847 shares; 2026Q1: 1,862 shares; 2026Q2: 1,862 shares 1,862 $559K 0.17% 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: 4,782 shares; 2024Q4: 5,150 shares; 2025Q1: 6,632 shares; 2025Q2: 5,754 shares; 2025Q3: 5,203 shares; 2025Q4: 5,344 shares; 2026Q1: 5,264 shares; 2026Q2: 5,236 shares 5,236 $506K 0.15% -28 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: 940 shares; 2024Q4: 1,208 shares; 2025Q1: 1,008 shares; 2025Q2: 728 shares; 2025Q3: 728 shares; 2025Q4: 663 shares; 2026Q1: 735 shares; 2026Q2: 668 shares 668 $499K 0.15% -67 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,575 shares; 2024Q4: 5,575 shares; 2025Q1: 5,575 shares; 2025Q2: 5,575 shares; 2025Q3: 5,575 shares; 2025Q4: 5,575 shares; 2026Q1: 5,575 shares; 2026Q2: 5,575 shares 5,575 $490K 0.15% 0 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL 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: 490 shares 490 $473K 0.14% new 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: 3,871 shares; 2024Q4: 3,784 shares; 2025Q1: 3,574 shares; 2025Q2: 2,672 shares; 2025Q3: 2,635 shares; 2025Q4: 2,633 shares; 2026Q1: 2,254 shares; 2026Q2: 2,241 shares 2,241 $443K 0.13% -13 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: 705 shares; 2024Q4: 750 shares; 2025Q1: 763 shares; 2025Q2: 774 shares; 2025Q3: 781 shares; 2025Q4: 796 shares; 2026Q1: 788 shares; 2026Q2: 786 shares 786 $443K 0.13% -2 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,478 shares; 2024Q4: 3,478 shares; 2025Q1: 3,470 shares; 2025Q2: 3,498 shares; 2025Q3: 3,666 shares; 2025Q4: 9,711 shares; 2026Q1: 10,144 shares; 2026Q2: 10,329 shares 10,329 $424K 0.13% +185 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,579 shares; 2024Q4: 9,679 shares; 2025Q1: 9,485 shares; 2025Q2: 9,960 shares; 2025Q3: 9,960 shares; 2025Q4: 11,069 shares; 2026Q1: 10,204 shares; 2026Q2: 9,961 shares 9,961 $422K 0.13% -243 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,055 shares; 2025Q3: 1,485 shares; 2025Q4: 1,527 shares; 2026Q1: 1,389 shares; 2026Q2: 1,386 shares 1,386 $413K 0.12% -3 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 872 shares; 2025Q1: not reported; 2025Q2: 883 shares; 2025Q3: 880 shares; 2025Q4: 920 shares; 2026Q1: 1,066 shares; 2026Q2: 1,065 shares 1,065 $402K 0.12% -1 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 501 shares; 2026Q1: 501 shares; 2026Q2: 501 shares 501 $369K 0.11% 0 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: 1,331 shares; 2024Q4: 1,141 shares; 2025Q1: 1,153 shares; 2025Q2: 1,156 shares; 2025Q3: 1,043 shares; 2025Q4: 1,036 shares; 2026Q1: 1,034 shares; 2026Q2: 1,036 shares 1,036 $365K 0.11% +2 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: 314 shares 314 $362K 0.11% new 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: 1,204 shares; 2024Q4: 1,149 shares; 2025Q1: 1,101 shares; 2025Q2: 1,100 shares; 2025Q3: 1,100 shares; 2025Q4: 1,204 shares; 2026Q1: 1,062 shares; 2026Q2: 1,062 shares 1,062 $348K 0.1% 0 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,263 shares 9,263 $343K 0.1% new 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: 1,029 shares 1,029 $310K 0.09% new 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: 298 shares; 2024Q4: 435 shares; 2025Q1: 284 shares; 2025Q2: 274 shares; 2025Q3: 367 shares; 2025Q4: 386 shares; 2026Q1: 328 shares; 2026Q2: 328 shares 328 $307K 0.09% 0 Timeline EWC 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: 3,977 shares; 2026Q2: 5,072 shares 5,072 $292K 0.09% +1,095 Timeline EWU 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: 4,973 shares; 2026Q2: 6,117 shares 6,117 $282K 0.08% +1,144 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: not reported; 2025Q3: not reported; 2025Q4: 212 shares; 2026Q1: 234 shares; 2026Q2: 234 shares 234 $281K 0.08% 0 Timeline AOM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,987 shares; 2024Q4: 5,352 shares; 2025Q1: 5,083 shares; 2025Q2: 4,903 shares; 2025Q3: 5,085 shares; 2025Q4: 4,633 shares; 2026Q1: 5,324 shares; 2026Q2: 5,525 shares 5,525 $276K 0.08% +201 Timeline XJH 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: 4,596 shares; 2025Q4: 5,097 shares; 2026Q1: 5,353 shares; 2026Q2: 5,088 shares 5,088 $265K 0.08% -265 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,738 shares 4,738 $265K 0.08% new 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: 955 shares; 2024Q4: 949 shares; 2025Q1: 876 shares; 2025Q2: 860 shares; 2025Q3: 858 shares; 2025Q4: 874 shares; 2026Q1: 710 shares; 2026Q2: 694 shares 694 $254K 0.08% -16 Timeline EPP 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: 3,941 shares; 2026Q2: 4,655 shares 4,655 $248K 0.07% +714 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: 1,748 shares; 2026Q1: not reported; 2026Q2: 1,748 shares 1,748 $245K 0.07% new Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,303 shares; 2025Q2: 1,328 shares; 2025Q3: 1,294 shares; 2025Q4: 1,442 shares; 2026Q1: 1,326 shares; 2026Q2: 1,326 shares 1,326 $240K 0.07% 0 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,229 shares; 2026Q1: 2,203 shares; 2026Q2: 2,169 shares 2,169 $223K 0.07% -34 Timeline ECG EVERUS CONSTR GROUP More: the full row for EVERUS CONSTR GROUP 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: 1,328 shares 1,328 $220K 0.07% new 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,473 shares 1,473 $218K 0.07% 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: 449 shares; 2024Q4: not reported; 2025Q1: 405 shares; 2025Q2: not reported; 2025Q3: 416 shares; 2025Q4: 449 shares; 2026Q1: 429 shares; 2026Q2: 431 shares 431 $216K 0.06% +2 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: 1,216 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,401 shares; 2026Q1: 1,296 shares; 2026Q2: 1,296 shares 1,296 $215K 0.06% 0 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 345 shares 345 $200K 0.06% new Timeline