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: not loaded; 2024Q4: 29,445 shares; 2025Q1: 30,530 shares; 2025Q2: 31,383 shares; 2025Q3: 31,156 shares; 2025Q4: 28,269 shares; 2026Q1: 31,383 shares; 2026Q2: 186,647 shares 186,647 $16.1M 11.78% +155,264 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 loaded; 2024Q4: 61,826 shares; 2025Q1: 66,330 shares; 2025Q2: 69,809 shares; 2025Q3: 71,081 shares; 2025Q4: 73,411 shares; 2026Q1: 80,157 shares; 2026Q2: 79,404 shares 79,404 $11.8M 8.63% -753 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: not loaded; 2024Q4: 29,432 shares; 2025Q1: 31,551 shares; 2025Q2: 31,244 shares; 2025Q3: 31,413 shares; 2025Q4: 31,906 shares; 2026Q1: 35,450 shares; 2026Q2: 139,720 shares 139,720 $11.3M 8.25% +104,270 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: not loaded; 2024Q4: 126,633 shares; 2025Q1: 129,458 shares; 2025Q2: 142,144 shares; 2025Q3: 146,458 shares; 2025Q4: 145,397 shares; 2026Q1: 161,886 shares; 2026Q2: 164,321 shares 164,321 $9.99M 7.32% +2,435 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: 137,201 shares; 2025Q1: 142,754 shares; 2025Q2: 139,914 shares; 2025Q3: 141,170 shares; 2025Q4: 143,200 shares; 2026Q1: 156,103 shares; 2026Q2: 155,992 shares 155,992 $8.08M 5.92% -111 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: not loaded; 2024Q4: 74,545 shares; 2025Q1: 80,860 shares; 2025Q2: 82,616 shares; 2025Q3: 81,262 shares; 2025Q4: 90,876 shares; 2026Q1: 100,179 shares; 2026Q2: 100,179 shares 100,179 $7.8M 5.72% 0 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 43,838 shares; 2025Q1: 44,368 shares; 2025Q2: 49,410 shares; 2025Q3: 49,489 shares; 2025Q4: 48,337 shares; 2026Q1: 47,860 shares; 2026Q2: 47,799 shares 47,799 $5.69M 4.17% -61 Timeline SCHF 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: 129,347 shares; 2025Q1: 148,457 shares; 2025Q2: 148,681 shares; 2025Q3: 151,965 shares; 2025Q4: 159,015 shares; 2026Q1: 185,053 shares; 2026Q2: 181,155 shares 181,155 $5.02M 3.68% -3,898 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 20,378 shares; 2025Q1: 20,317 shares; 2025Q2: 19,731 shares; 2025Q3: 19,489 shares; 2025Q4: 18,984 shares; 2026Q1: 19,098 shares; 2026Q2: 18,712 shares 18,712 $4.08M 2.99% -386 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 43,553 shares; 2025Q1: 47,897 shares; 2025Q2: 46,141 shares; 2025Q3: 45,480 shares; 2025Q4: 51,432 shares; 2026Q1: 53,725 shares; 2026Q2: 52,739 shares 52,739 $4.05M 2.96% -986 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 20,901 shares; 2025Q1: 21,262 shares; 2025Q2: 23,745 shares; 2025Q3: 24,060 shares; 2025Q4: 24,953 shares; 2026Q1: 25,528 shares; 2026Q2: 25,298 shares 25,298 $3.8M 2.78% -230 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: 47,543 shares; 2025Q1: 49,047 shares; 2025Q2: 51,675 shares; 2025Q3: 51,722 shares; 2025Q4: 53,599 shares; 2026Q1: 54,309 shares; 2026Q2: 53,094 shares 53,094 $3.78M 2.77% -1,215 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: not loaded; 2024Q4: 18,548 shares; 2025Q1: 19,017 shares; 2025Q2: 18,421 shares; 2025Q3: 18,704 shares; 2025Q4: 19,234 shares; 2026Q1: 20,619 shares; 2026Q2: 20,899 shares 20,899 $3.22M 2.36% +280 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: 3,544 shares; 2025Q1: 3,755 shares; 2025Q2: 3,608 shares; 2025Q3: 3,614 shares; 2025Q4: 3,644 shares; 2026Q1: 3,628 shares; 2026Q2: 3,624 shares 3,624 $2.71M 1.98% -4 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 90,689 shares; 2025Q1: 90,689 shares; 2025Q2: 128,554 shares; 2025Q3: 128,642 shares; 2025Q4: 130,151 shares; 2026Q1: 128,734 shares; 2026Q2: 128,774 shares 128,774 $2.46M 1.8% +40 Timeline XLU 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: 6,270 shares; 2025Q1: 12,765 shares; 2025Q2: 16,480 shares; 2025Q3: 16,860 shares; 2025Q4: 41,290 shares; 2026Q1: 45,235 shares; 2026Q2: 53,969 shares 53,969 $2.45M 1.79% +8,734 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: 5,824 shares; 2025Q1: 6,763 shares; 2025Q2: 9,319 shares; 2025Q3: 9,957 shares; 2025Q4: 9,830 shares; 2026Q1: 10,626 shares; 2026Q2: 10,646 shares 10,646 $2.13M 1.56% +20 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: 2,292 shares; 2025Q1: 2,292 shares; 2025Q2: 2,292 shares; 2025Q3: 2,292 shares; 2025Q4: 2,592 shares; 2026Q1: 2,661 shares; 2026Q2: 2,631 shares 2,631 $1.97M 1.44% -30 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 13,328 shares; 2025Q1: 14,281 shares; 2025Q2: 13,526 shares; 2025Q3: 13,007 shares; 2025Q4: 15,358 shares; 2026Q1: 16,397 shares; 2026Q2: 16,282 shares 16,282 $1.78M 1.3% -115 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 48,051 shares; 2025Q1: 48,051 shares; 2025Q2: 48,051 shares; 2025Q3: 48,051 shares; 2025Q4: 48,051 shares; 2026Q1: 48,051 shares; 2026Q2: 48,051 shares 48,051 $1.77M 1.29% 0 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 21,595 shares; 2025Q1: 22,537 shares; 2025Q2: 23,050 shares; 2025Q3: 22,804 shares; 2025Q4: 27,238 shares; 2026Q1: 29,948 shares; 2026Q2: 29,794 shares 29,794 $1.44M 1.06% -154 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: 3,832 shares; 2025Q1: 3,832 shares; 2025Q2: 3,842 shares; 2025Q3: 3,649 shares; 2025Q4: 3,649 shares; 2026Q1: 3,761 shares; 2026Q2: 3,752 shares 3,752 $1.13M 0.83% -9 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 13,142 shares; 2025Q1: 13,142 shares; 2025Q2: 13,103 shares; 2025Q3: 12,960 shares; 2025Q4: 14,460 shares; 2026Q1: 14,335 shares; 2026Q2: 14,333 shares 14,333 $1.11M 0.81% -2 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: not loaded; 2024Q4: 7,049 shares; 2025Q1: 7,049 shares; 2025Q2: 7,049 shares; 2025Q3: 7,049 shares; 2025Q4: 7,079 shares; 2026Q1: 6,490 shares; 2026Q2: 6,490 shares 6,490 $1.03M 0.75% 0 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: not loaded; 2024Q4: 19,703 shares; 2025Q1: 19,703 shares; 2025Q2: 19,625 shares; 2025Q3: 19,546 shares; 2025Q4: 20,121 shares; 2026Q1: 20,121 shares; 2026Q2: 20,066 shares 20,066 $1.01M 0.74% -55 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 loaded; 2024Q4: 7,192 shares; 2025Q1: 7,356 shares; 2025Q2: 7,297 shares; 2025Q3: 7,312 shares; 2025Q4: 8,101 shares; 2026Q1: 9,394 shares; 2026Q2: 9,499 shares 9,499 $916K 0.67% +105 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 loaded; 2024Q4: 28,379 shares; 2025Q1: 29,360 shares; 2025Q2: 28,355 shares; 2025Q3: 18,490 shares; 2025Q4: 19,268 shares; 2026Q1: 19,346 shares; 2026Q2: 17,361 shares 17,361 $877K 0.64% -1,985 Timeline EMXC 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: not reported; 2025Q1: not reported; 2025Q2: 8,889 shares; 2025Q3: 8,707 shares; 2025Q4: 9,730 shares; 2026Q1: 9,505 shares; 2026Q2: 8,409 shares 8,409 $860K 0.63% -1,096 Timeline JNK 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: 7,268 shares; 2025Q1: 7,843 shares; 2025Q2: 7,138 shares; 2025Q3: 6,876 shares; 2025Q4: 7,148 shares; 2026Q1: 7,664 shares; 2026Q2: 7,823 shares 7,823 $754K 0.55% +159 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: 1,341 shares; 2025Q1: 1,905 shares; 2025Q2: 1,905 shares; 2025Q3: 1,905 shares; 2025Q4: 1,905 shares; 2026Q1: 1,905 shares; 2026Q2: 1,905 shares 1,905 $720K 0.53% 0 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,189 shares; 2025Q1: 1,189 shares; 2025Q2: 1,246 shares; 2025Q3: 1,246 shares; 2025Q4: 1,257 shares; 2026Q1: 1,257 shares; 2026Q2: 1,273 shares 1,273 $717K 0.53% +16 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: 1,691 shares; 2025Q1: 1,877 shares; 2025Q2: 1,879 shares; 2025Q3: 1,879 shares; 2025Q4: 1,879 shares; 2026Q1: 1,890 shares; 2026Q2: 1,922 shares 1,922 $717K 0.53% +32 Timeline SCHV 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: 21,850 shares; 2025Q1: 21,850 shares; 2025Q2: 21,850 shares; 2025Q3: 21,850 shares; 2025Q4: 21,060 shares; 2026Q1: 20,352 shares; 2026Q2: 20,352 shares 20,352 $708K 0.52% 0 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: not loaded; 2024Q4: 4,291 shares; 2025Q1: 4,291 shares; 2025Q2: 4,291 shares; 2025Q3: 4,291 shares; 2025Q4: 4,291 shares; 2026Q1: 4,371 shares; 2026Q2: 4,371 shares 4,371 $597K 0.44% 0 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: not loaded; 2024Q4: 5,518 shares; 2025Q1: 5,518 shares; 2025Q2: 5,518 shares; 2025Q3: 5,518 shares; 2025Q4: 5,518 shares; 2026Q1: 5,518 shares; 2026Q2: 5,518 shares 5,518 $594K 0.44% 0 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,168 shares; 2025Q3: 6,127 shares; 2025Q4: 5,659 shares; 2026Q1: 5,912 shares; 2026Q2: 5,914 shares 5,914 $585K 0.43% +2 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 loaded; 2024Q4: not reported; 2025Q1: 4,387 shares; 2025Q2: 4,387 shares; 2025Q3: 4,387 shares; 2025Q4: 4,387 shares; 2026Q1: 4,387 shares; 2026Q2: 4,387 shares 4,387 $515K 0.38% 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: not loaded; 2024Q4: 754 shares; 2025Q1: 748 shares; 2025Q2: 748 shares; 2025Q3: 734 shares; 2025Q4: 734 shares; 2026Q1: 734 shares; 2026Q2: 734 shares 734 $504K 0.37% 0 Timeline MINT 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,956 shares 4,956 $500K 0.37% 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 loaded; 2024Q4: 470 shares; 2025Q1: 470 shares; 2025Q2: 480 shares; 2025Q3: 485 shares; 2025Q4: 485 shares; 2026Q1: 513 shares; 2026Q2: 4,097 shares 4,097 $490K 0.36% +3,584 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 loaded; 2024Q4: 2,413 shares; 2025Q1: 1,913 shares; 2025Q2: 1,913 shares; 2025Q3: 1,913 shares; 2025Q4: 1,913 shares; 2026Q1: 1,913 shares; 2026Q2: 1,913 shares 1,913 $481K 0.35% 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: not loaded; 2024Q4: 8,273 shares; 2025Q1: 8,325 shares; 2025Q2: 8,249 shares; 2025Q3: 8,015 shares; 2025Q4: 8,026 shares; 2026Q1: 8,026 shares; 2026Q2: 7,964 shares 7,964 $475K 0.35% -62 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: 1,837 shares; 2025Q1: 1,837 shares; 2025Q2: 1,837 shares; 2025Q3: 1,837 shares; 2025Q4: 1,837 shares; 2026Q1: 1,837 shares; 2026Q2: 1,837 shares 1,837 $467K 0.34% 0 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,568 shares; 2025Q3: 4,588 shares; 2025Q4: 4,660 shares; 2026Q1: 4,660 shares; 2026Q2: 4,722 shares 4,722 $456K 0.33% +62 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: 1,545 shares; 2025Q1: 1,721 shares; 2025Q2: 1,559 shares; 2025Q3: 1,562 shares; 2025Q4: 1,562 shares; 2026Q1: 1,562 shares; 2026Q2: 1,562 shares 1,562 $452K 0.33% 0 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: not loaded; 2024Q4: 1,788 shares; 2025Q1: 1,788 shares; 2025Q2: 1,788 shares; 2025Q3: 1,788 shares; 2025Q4: 1,788 shares; 2026Q1: 1,788 shares; 2026Q2: 1,788 shares 1,788 $434K 0.32% 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 loaded; 2024Q4: 13,350 shares; 2025Q1: 13,350 shares; 2025Q2: 13,350 shares; 2025Q3: 13,350 shares; 2025Q4: 13,350 shares; 2026Q1: 12,750 shares; 2026Q2: 12,750 shares 12,750 $404K 0.3% 0 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 loaded; 2024Q4: 1,340 shares; 2025Q1: 1,340 shares; 2025Q2: 1,340 shares; 2025Q3: 1,340 shares; 2025Q4: 1,340 shares; 2026Q1: 1,340 shares; 2026Q2: 1,340 shares 1,340 $399K 0.29% 0 Timeline SCHG 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: 11,476 shares; 2025Q1: 11,476 shares; 2025Q2: 11,476 shares; 2025Q3: 11,476 shares; 2025Q4: 11,476 shares; 2026Q1: 11,476 shares; 2026Q2: 11,476 shares 11,476 $388K 0.28% 0 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,127 shares; 2025Q1: 1,127 shares; 2025Q2: 1,127 shares; 2025Q3: 1,127 shares; 2025Q4: 1,127 shares; 2026Q1: 1,127 shares; 2026Q2: 1,127 shares 1,127 $381K 0.28% 0 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,777 shares; 2025Q1: 4,907 shares; 2025Q2: 4,646 shares; 2025Q3: 4,646 shares; 2025Q4: 4,631 shares; 2026Q1: 4,631 shares; 2026Q2: 4,592 shares 4,592 $380K 0.28% -39 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: not loaded; 2024Q4: 3,599 shares; 2025Q1: 3,599 shares; 2025Q2: 3,599 shares; 2025Q3: 3,599 shares; 2025Q4: 3,553 shares; 2026Q1: 3,253 shares; 2026Q2: 3,253 shares 3,253 $338K 0.25% 0 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,384 shares; 2025Q1: 1,384 shares; 2025Q2: 1,384 shares; 2025Q3: 1,384 shares; 2025Q4: 1,384 shares; 2026Q1: 1,384 shares; 2026Q2: 1,384 shares 1,384 $327K 0.24% 0 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: not loaded; 2024Q4: 1,458 shares; 2025Q1: 1,458 shares; 2025Q2: 1,458 shares; 2025Q3: 1,458 shares; 2025Q4: 958 shares; 2026Q1: 958 shares; 2026Q2: 958 shares 958 $314K 0.23% 0 Timeline VNQI 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: 7,149 shares; 2025Q1: 6,930 shares; 2025Q2: 6,897 shares; 2025Q3: 6,970 shares; 2025Q4: 7,409 shares; 2026Q1: 8,099 shares; 2026Q2: 6,905 shares 6,905 $310K 0.23% -1,194 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 loaded; 2024Q4: 2,697 shares; 2025Q1: 2,799 shares; 2025Q2: 2,816 shares; 2025Q3: 2,807 shares; 2025Q4: 5,557 shares; 2026Q1: 5,600 shares; 2026Q2: 5,603 shares 5,603 $298K 0.22% +3 Timeline SCHC 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: 7,356 shares; 2025Q1: 6,362 shares; 2025Q2: 6,347 shares; 2025Q3: 6,347 shares; 2025Q4: 6,347 shares; 2026Q1: 5,984 shares; 2026Q2: 5,961 shares 5,961 $287K 0.21% -23 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 778 shares; 2026Q1: 778 shares; 2026Q2: 778 shares 778 $278K 0.2% 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 250 shares 250 $266K 0.2% new Timeline NAD NUVEEN QUALITY MUNCP INCOME More: the full row for NUVEEN QUALITY MUNCP INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 17,100 shares; 2025Q1: 21,400 shares; 2025Q2: 30,340 shares; 2025Q3: 30,340 shares; 2025Q4: 30,340 shares; 2026Q1: 30,340 shares; 2026Q2: 21,930 shares 21,930 $266K 0.19% -8,410 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: not loaded; 2024Q4: 360 shares; 2025Q1: 360 shares; 2025Q2: 360 shares; 2025Q3: 360 shares; 2025Q4: 3,600 shares; 2026Q1: 3,600 shares; 2026Q2: 3,600 shares 3,600 $257K 0.19% 0 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 loaded; 2024Q4: 2,940 shares; 2025Q1: 2,940 shares; 2025Q2: 2,940 shares; 2025Q3: 2,940 shares; 2025Q4: 2,940 shares; 2026Q1: 2,940 shares; 2026Q2: 2,940 shares 2,940 $243K 0.18% 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: not loaded; 2024Q4: 1,046 shares; 2025Q1: 1,256 shares; 2025Q2: 1,482 shares; 2025Q3: 1,066 shares; 2025Q4: 1,066 shares; 2026Q1: 1,066 shares; 2026Q2: 1,011 shares 1,011 $241K 0.18% -55 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,513 shares; 2026Q2: 3,513 shares 3,513 $237K 0.17% 0 Timeline BSL BLACKSTONE SENI FLTN RAT 202 More: the full row for BLACKSTONE SENI FLTN RAT 202 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 13,840 shares; 2025Q1: 17,320 shares; 2025Q2: 17,320 shares; 2025Q3: 17,320 shares; 2025Q4: 17,320 shares; 2026Q1: 17,320 shares; 2026Q2: 17,320 shares 17,320 $224K 0.16% 0 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 loaded; 2024Q4: not reported; 2025Q1: 1,345 shares; 2025Q2: not reported; 2025Q3: 1,345 shares; 2025Q4: 1,345 shares; 2026Q1: 1,345 shares; 2026Q2: 1,345 shares 1,345 $223K 0.16% 0 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,952 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,952 shares; 2026Q2: 6,952 shares 6,952 $222K 0.16% 0 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 517 shares; 2025Q4: 509 shares; 2026Q1: not reported; 2026Q2: 509 shares 509 $214K 0.16% new Timeline SPSB 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: 7,115 shares; 2025Q1: 7,115 shares; 2025Q2: 7,115 shares; 2025Q3: 7,115 shares; 2025Q4: 7,115 shares; 2026Q1: 7,115 shares; 2026Q2: 7,115 shares 7,115 $214K 0.16% 0 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,532 shares; 2026Q2: 1,532 shares 1,532 $209K 0.15% 0 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 743 shares; 2025Q3: 743 shares; 2025Q4: 743 shares; 2026Q1: not reported; 2026Q2: 743 shares 743 $209K 0.15% new Timeline MIDD MIDDLEBY CORP More: the full row for MIDDLEBY 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: not reported; 2026Q2: 1,200 shares 1,200 $206K 0.15% new 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: not loaded; 2024Q4: 1,935 shares; 2025Q1: 1,935 shares; 2025Q2: 1,935 shares; 2025Q3: 1,935 shares; 2025Q4: 1,935 shares; 2026Q1: 1,935 shares; 2026Q2: 1,935 shares 1,935 $206K 0.15% 0 Timeline JBBB 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 loaded; 2024Q4: 5,090 shares; 2025Q1: 5,090 shares; 2025Q2: 5,090 shares; 2025Q3: 4,265 shares; 2025Q4: 4,265 shares; 2026Q1: not reported; 2026Q2: 4,265 shares 4,265 $202K 0.15% new 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 loaded; 2024Q4: not reported; 2025Q1: 642 shares; 2025Q2: 232 shares; 2025Q3: not reported; 2025Q4: 232 shares; 2026Q1: 232 shares; 2026Q2: 232 shares 232 $171K 0.13% 0 Timeline XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 11,499 shares; 2025Q1: 11,499 shares; 2025Q2: 11,499 shares; 2025Q3: 11,499 shares; 2025Q4: 11,499 shares; 2026Q1: 11,499 shares; 2026Q2: 11,499 shares 11,499 $135K 0.1% 0 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 32 shares 32 $5.47K <0.01% new Timeline