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: 302,262 shares; 2024Q4: 296,928 shares; 2025Q1: 316,692 shares; 2025Q2: 372,603 shares; 2025Q3: 394,878 shares; 2025Q4: 398,570 shares; 2026Q1: 428,469 shares; 2026Q2: 461,569 shares 461,569 $23.3M 8.4% +33,100 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,469 shares; 2024Q4: 11,484 shares; 2025Q1: 8,137 shares; 2025Q2: 284,303 shares; 2025Q3: 320,990 shares; 2025Q4: 197,656 shares; 2026Q1: 330,887 shares; 2026Q2: 396,650 shares 396,650 $20.1M 7.25% +65,763 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: 238,766 shares; 2024Q4: 227,812 shares; 2025Q1: 205,383 shares; 2025Q2: 206,256 shares; 2025Q3: 193,778 shares; 2025Q4: 192,882 shares; 2026Q1: 182,680 shares; 2026Q2: 181,468 shares 181,468 $12.9M 4.67% -1,212 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: 123,206 shares; 2024Q4: 189,402 shares; 2025Q1: 210,152 shares; 2025Q2: 158,753 shares; 2025Q3: 157,547 shares; 2025Q4: 155,827 shares; 2026Q1: 156,527 shares; 2026Q2: 168,548 shares 168,548 $12.4M 4.47% +12,021 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: 26,561 shares; 2024Q4: 28,275 shares; 2025Q1: 34,976 shares; 2025Q2: 29,802 shares; 2025Q3: 30,639 shares; 2025Q4: 30,914 shares; 2026Q1: 31,643 shares; 2026Q2: 35,183 shares 35,183 $10.2M 3.68% +3,540 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: 170,717 shares; 2024Q4: 168,532 shares; 2025Q1: 167,622 shares; 2025Q2: 169,651 shares; 2025Q3: 171,390 shares; 2025Q4: 174,899 shares; 2026Q1: 178,638 shares; 2026Q2: 190,398 shares 190,398 $9.86M 3.56% +11,760 Timeline DMXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,845 shares; 2024Q4: 55,875 shares; 2025Q1: 61,864 shares; 2025Q2: 75,880 shares; 2025Q3: 89,040 shares; 2025Q4: 95,967 shares; 2026Q1: 106,524 shares; 2026Q2: 107,954 shares 107,954 $9.13M 3.3% +1,430 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: 93,032 shares; 2024Q4: 96,478 shares; 2025Q1: 97,154 shares; 2025Q2: 90,185 shares; 2025Q3: 99,570 shares; 2025Q4: 99,309 shares; 2026Q1: 101,232 shares; 2026Q2: 100,964 shares 100,964 $8.87M 3.2% -268 Timeline 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: 225,730 shares; 2024Q4: 243,447 shares; 2025Q1: 317,016 shares; 2025Q2: 264,621 shares; 2025Q3: 273,390 shares; 2025Q4: 296,704 shares; 2026Q1: 331,546 shares; 2026Q2: 311,768 shares 311,768 $7.96M 2.87% -19,778 Timeline VOTE TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 95,570 shares; 2024Q4: 97,825 shares; 2025Q1: 98,493 shares; 2025Q2: 99,375 shares; 2025Q3: 87,447 shares; 2025Q4: 86,620 shares; 2026Q1: 83,794 shares; 2026Q2: 85,748 shares 85,748 $7.56M 2.73% +1,954 Timeline SCHA 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: 62,296 shares; 2024Q4: 132,294 shares; 2025Q1: 124,943 shares; 2025Q2: 160,034 shares; 2025Q3: 169,979 shares; 2025Q4: 168,704 shares; 2026Q1: 168,329 shares; 2026Q2: 171,198 shares 171,198 $6.19M 2.23% +2,869 Timeline SPTM 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: 75,477 shares; 2024Q4: 73,177 shares; 2025Q1: 70,528 shares; 2025Q2: 69,993 shares; 2025Q3: 69,235 shares; 2025Q4: 68,973 shares; 2026Q1: 68,612 shares; 2026Q2: 67,978 shares 67,978 $6.17M 2.23% -634 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: 6,508 shares; 2024Q4: 6,908 shares; 2025Q1: 6,460 shares; 2025Q2: 7,829 shares; 2025Q3: 7,997 shares; 2025Q4: 8,634 shares; 2026Q1: 8,848 shares; 2026Q2: 14,431 shares 14,431 $5.38M 1.94% +5,583 Timeline EMXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,186 shares; 2024Q4: 37,940 shares; 2025Q1: 39,489 shares; 2025Q2: 61,317 shares; 2025Q3: 76,591 shares; 2025Q4: 80,179 shares; 2026Q1: 87,375 shares; 2026Q2: 92,810 shares 92,810 $5.38M 1.94% +5,435 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: 14,930 shares; 2024Q4: 14,614 shares; 2025Q1: 14,217 shares; 2025Q2: 13,985 shares; 2025Q3: 13,759 shares; 2025Q4: 13,467 shares; 2026Q1: 13,346 shares; 2026Q2: 13,366 shares 13,366 $4.95M 1.79% +20 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: 128,572 shares; 2024Q4: 118,716 shares; 2025Q1: 107,437 shares; 2025Q2: 63,703 shares; 2025Q3: 66,728 shares; 2025Q4: 65,631 shares; 2026Q1: 90,715 shares; 2026Q2: 91,288 shares 91,288 $4.62M 1.67% +573 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: 43,699 shares; 2024Q4: 129,802 shares; 2025Q1: 128,874 shares; 2025Q2: 168,170 shares; 2025Q3: 158,557 shares; 2025Q4: 157,718 shares; 2026Q1: 158,323 shares; 2026Q2: 155,258 shares 155,258 $4.57M 1.65% -3,065 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: 52,546 shares; 2024Q4: 52,546 shares; 2025Q1: 52,546 shares; 2025Q2: 52,546 shares; 2025Q3: 52,700 shares; 2025Q4: 52,632 shares; 2026Q1: 52,632 shares; 2026Q2: 52,632 shares 52,632 $4.41M 1.59% 0 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: 8,669 shares; 2024Q4: 8,818 shares; 2025Q1: 10,040 shares; 2025Q2: 11,585 shares; 2025Q3: 11,761 shares; 2025Q4: 12,001 shares; 2026Q1: 12,003 shares; 2026Q2: 12,448 shares 12,448 $4.4M 1.59% +445 Timeline VXF 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: 18,063 shares; 2024Q4: 17,305 shares; 2025Q1: 17,050 shares; 2025Q2: 16,638 shares; 2025Q3: 16,636 shares; 2025Q4: 16,463 shares; 2026Q1: 16,425 shares; 2026Q2: 16,363 shares 16,363 $4.03M 1.46% -62 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: 97,383 shares; 2024Q4: 104,977 shares; 2025Q1: 93,165 shares; 2025Q2: 79,455 shares; 2025Q3: 74,791 shares; 2025Q4: 74,275 shares; 2026Q1: 67,825 shares; 2026Q2: 67,246 shares 67,246 $4.01M 1.45% -579 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: 9,971 shares; 2024Q4: 9,789 shares; 2025Q1: 11,268 shares; 2025Q2: 10,657 shares; 2025Q3: 11,108 shares; 2025Q4: 10,171 shares; 2026Q1: 10,228 shares; 2026Q2: 11,104 shares 11,104 $3.97M 1.43% +876 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: 4,768 shares; 2024Q4: 4,768 shares; 2025Q1: 4,831 shares; 2025Q2: 5,081 shares; 2025Q3: 4,933 shares; 2025Q4: 4,916 shares; 2026Q1: 4,905 shares; 2026Q2: 4,927 shares 4,927 $3.38M 1.22% +22 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 198,234 shares; 2026Q1: 105,019 shares; 2026Q2: 62,904 shares 62,904 $3.05M 1.1% -42,115 Timeline SCHB 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: 35,700 shares; 2024Q4: 105,749 shares; 2025Q1: 103,143 shares; 2025Q2: 102,005 shares; 2025Q3: 101,801 shares; 2025Q4: 101,394 shares; 2026Q1: 101,399 shares; 2026Q2: 101,403 shares 101,403 $2.94M 1.06% +4 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: 13,137 shares; 2024Q4: 13,162 shares; 2025Q1: 13,198 shares; 2025Q2: 13,462 shares; 2025Q3: 13,743 shares; 2025Q4: 12,097 shares; 2026Q1: 12,214 shares; 2026Q2: 12,194 shares 12,194 $2.91M 1.05% -20 Timeline SCHM 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: 21,148 shares; 2024Q4: 66,100 shares; 2025Q1: 59,293 shares; 2025Q2: 85,469 shares; 2025Q3: 87,526 shares; 2025Q4: 88,169 shares; 2026Q1: 89,679 shares; 2026Q2: 78,475 shares 78,475 $2.89M 1.05% -11,204 Timeline EFAX 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 reported; 2024Q4: 24,630 shares; 2025Q1: 24,680 shares; 2025Q2: 57,113 shares; 2025Q3: 58,781 shares; 2025Q4: 61,757 shares; 2026Q1: 57,071 shares; 2026Q2: 50,519 shares 50,519 $2.73M 0.99% -6,552 Timeline USXF 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: 5,840 shares; 2025Q1: 10,776 shares; 2025Q2: 14,729 shares; 2025Q3: 23,430 shares; 2025Q4: 27,604 shares; 2026Q1: 34,897 shares; 2026Q2: 37,216 shares 37,216 $2.58M 0.93% +2,319 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: 8,589 shares; 2024Q4: 6,433 shares; 2025Q1: 7,313 shares; 2025Q2: 8,401 shares; 2025Q3: 9,699 shares; 2025Q4: 10,627 shares; 2026Q1: 10,432 shares; 2026Q2: 12,833 shares 12,833 $2.57M 0.93% +2,401 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: 3,209 shares; 2024Q4: 3,221 shares; 2025Q1: 3,221 shares; 2025Q2: 3,289 shares; 2025Q3: 3,272 shares; 2025Q4: 3,272 shares; 2026Q1: 3,272 shares; 2026Q2: 3,271 shares 3,271 $2.45M 0.88% -1 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 603 shares; 2024Q4: 1,064 shares; 2025Q1: 1,511 shares; 2025Q2: 1,512 shares; 2025Q3: 1,517 shares; 2025Q4: 1,354 shares; 2026Q1: 1,299 shares; 2026Q2: 1,247 shares 1,247 $2.44M 0.88% -52 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: 19,099 shares; 2024Q4: 24,105 shares; 2025Q1: 34,374 shares; 2025Q2: 18,496 shares; 2025Q3: 18,056 shares; 2025Q4: 18,775 shares; 2026Q1: 18,725 shares; 2026Q2: 19,957 shares 19,957 $2.05M 0.74% +1,232 Timeline SUSL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,374 shares; 2024Q4: 15,119 shares; 2025Q1: 15,516 shares; 2025Q2: 15,516 shares; 2025Q3: 15,516 shares; 2025Q4: 15,516 shares; 2026Q1: 15,513 shares; 2026Q2: 14,052 shares 14,052 $1.87M 0.67% -1,461 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: 13,839 shares; 2024Q4: 14,062 shares; 2025Q1: 17,111 shares; 2025Q2: 14,979 shares; 2025Q3: 13,966 shares; 2025Q4: 14,109 shares; 2026Q1: 14,115 shares; 2026Q2: 13,177 shares 13,177 $1.74M 0.63% -938 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: 5,969 shares; 2024Q4: 8,950 shares; 2025Q1: 10,952 shares; 2025Q2: 23,827 shares; 2025Q3: 33,011 shares; 2025Q4: 29,536 shares; 2026Q1: 28,732 shares; 2026Q2: 28,527 shares 28,527 $1.6M 0.58% -205 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 755 shares; 2024Q4: 761 shares; 2025Q1: 762 shares; 2025Q2: 760 shares; 2025Q3: 762 shares; 2025Q4: 778 shares; 2026Q1: 784 shares; 2026Q2: 793 shares 793 $1.58M 0.57% +9 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: 18,719 shares; 2024Q4: 22,698 shares; 2025Q1: 23,630 shares; 2025Q2: 25,638 shares; 2025Q3: 23,745 shares; 2025Q4: 24,591 shares; 2026Q1: 27,455 shares; 2026Q2: 27,153 shares 27,153 $1.57M 0.57% -302 Timeline SCHE 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: 14,534 shares; 2024Q4: 14,493 shares; 2025Q1: 26,415 shares; 2025Q2: 39,980 shares; 2025Q3: 39,980 shares; 2025Q4: 40,070 shares; 2026Q1: 41,502 shares; 2026Q2: 42,911 shares 42,911 $1.56M 0.56% +1,409 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: 4,747 shares; 2024Q4: 45,804 shares; 2025Q1: 49,704 shares; 2025Q2: 49,704 shares; 2025Q3: 49,704 shares; 2025Q4: 49,704 shares; 2026Q1: 49,704 shares; 2026Q2: 49,704 shares 49,704 $1.55M 0.56% 0 Timeline FNDB 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: 4,700 shares; 2024Q4: 45,778 shares; 2025Q1: 49,678 shares; 2025Q2: 49,678 shares; 2025Q3: 49,678 shares; 2025Q4: 49,678 shares; 2026Q1: 49,678 shares; 2026Q2: 49,678 shares 49,678 $1.51M 0.55% 0 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: 4,213 shares; 2024Q4: 8,188 shares; 2025Q1: 8,693 shares; 2025Q2: 8,693 shares; 2025Q3: 8,693 shares; 2025Q4: 8,693 shares; 2026Q1: 8,997 shares; 2026Q2: 9,210 shares 9,210 $1.46M 0.53% +213 Timeline VTEC VANGUARD CALIF TAX FREE FDS More: the full row for VANGUARD CALIF TAX FREE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,298 shares; 2024Q4: 7,298 shares; 2025Q1: 7,298 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,991 shares; 2026Q2: 13,149 shares 13,149 $1.32M 0.48% +1,158 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: 19,171 shares; 2024Q4: 19,228 shares; 2025Q1: 18,794 shares; 2025Q2: 18,635 shares; 2025Q3: 18,165 shares; 2025Q4: 17,622 shares; 2026Q1: 16,159 shares; 2026Q2: 15,666 shares 15,666 $1.3M 0.47% -493 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,312 shares; 2024Q4: 1,300 shares; 2025Q1: 1,328 shares; 2025Q2: 1,328 shares; 2025Q3: 1,328 shares; 2025Q4: 1,328 shares; 2026Q1: 1,343 shares; 2026Q2: 1,352 shares 1,352 $1.26M 0.46% +9 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: 366 shares; 2024Q4: 972 shares; 2025Q1: 886 shares; 2025Q2: 914 shares; 2025Q3: 916 shares; 2025Q4: 972 shares; 2026Q1: 850 shares; 2026Q2: 976 shares 976 $1.17M 0.42% +126 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: 2,430 shares; 2024Q4: 2,342 shares; 2025Q1: 2,458 shares; 2025Q2: 2,919 shares; 2025Q3: 2,991 shares; 2025Q4: 3,024 shares; 2026Q1: 2,736 shares; 2026Q2: 3,097 shares 3,097 $1.06M 0.38% +361 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: 14,217 shares; 2025Q3: 23,816 shares; 2025Q4: 18,528 shares; 2026Q1: 19,719 shares; 2026Q2: 20,190 shares 20,190 $1.05M 0.38% +471 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: 1,592 shares; 2024Q4: 1,557 shares; 2025Q1: 1,641 shares; 2025Q2: 1,857 shares; 2025Q3: 2,050 shares; 2025Q4: 2,131 shares; 2026Q1: 2,141 shares; 2026Q2: 2,746 shares 2,746 $1.04M 0.37% +605 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: 1,163 shares; 2024Q4: 1,143 shares; 2025Q1: 1,172 shares; 2025Q2: 1,181 shares; 2025Q3: 1,202 shares; 2025Q4: 975 shares; 2026Q1: 981 shares; 2026Q2: 1,823 shares 1,823 $1.03M 0.37% +842 Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,770 shares; 2025Q3: 12,770 shares; 2025Q4: 33,665 shares; 2026Q1: 14,787 shares; 2026Q2: 17,627 shares 17,627 $1.02M 0.37% +2,840 Timeline VSGX 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: 10,341 shares; 2024Q4: 9,882 shares; 2025Q1: 14,843 shares; 2025Q2: 11,790 shares; 2025Q3: 11,790 shares; 2025Q4: 11,790 shares; 2026Q1: 11,790 shares; 2026Q2: 11,790 shares 11,790 $971K 0.35% 0 Timeline VV 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: 2,801 shares; 2024Q4: 2,801 shares; 2025Q1: 2,801 shares; 2025Q2: 2,801 shares; 2025Q3: 2,801 shares; 2025Q4: 2,801 shares; 2026Q1: 2,801 shares; 2026Q2: 2,801 shares 2,801 $963K 0.35% 0 Timeline LDEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,740 shares; 2024Q4: 10,594 shares; 2025Q1: 13,253 shares; 2025Q2: 18,576 shares; 2025Q3: 16,771 shares; 2025Q4: 16,394 shares; 2026Q1: 16,125 shares; 2026Q2: 15,706 shares 15,706 $947K 0.34% -419 Timeline SCHZ 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: 61,693 shares; 2025Q1: 122,047 shares; 2025Q2: 19,541 shares; 2025Q3: 19,541 shares; 2025Q4: 23,062 shares; 2026Q1: 39,906 shares; 2026Q2: 40,953 shares 40,953 $947K 0.34% +1,047 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: 1,217 shares; 2024Q4: 1,220 shares; 2025Q1: 1,272 shares; 2025Q2: 1,642 shares; 2025Q3: 1,697 shares; 2025Q4: 1,699 shares; 2026Q1: 1,756 shares; 2026Q2: 1,787 shares 1,787 $918K 0.33% +31 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,346 shares; 2024Q4: 9,362 shares; 2025Q1: 9,453 shares; 2025Q2: 9,408 shares; 2025Q3: 9,352 shares; 2025Q4: 9,394 shares; 2026Q1: 9,598 shares; 2026Q2: 9,654 shares 9,654 $873K 0.32% +56 Timeline GLW CORNING INC More: the full row for CORNING 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: 3,073 shares; 2025Q4: 3,318 shares; 2026Q1: 3,270 shares; 2026Q2: 3,282 shares 3,282 $838K 0.3% +12 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: 5,159 shares; 2024Q4: 5,159 shares; 2025Q1: 6,349 shares; 2025Q2: 7,880 shares; 2025Q3: 6,001 shares; 2025Q4: 6,001 shares; 2026Q1: 6,498 shares; 2026Q2: 7,536 shares 7,536 $811K 0.29% +1,038 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: 1,912 shares; 2024Q4: 1,867 shares; 2025Q1: 2,357 shares; 2025Q2: 2,615 shares; 2025Q3: 2,310 shares; 2025Q4: 2,309 shares; 2026Q1: 2,308 shares; 2026Q2: 2,463 shares 2,463 $806K 0.29% +155 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: 622 shares; 2026Q2: 682 shares 682 $787K 0.28% +60 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS 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: 980 shares; 2026Q1: 1,019 shares; 2026Q2: 1,088 shares 1,088 $787K 0.28% +69 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,827 shares; 2024Q4: 1,827 shares; 2025Q1: 1,827 shares; 2025Q2: 1,827 shares; 2025Q3: 1,827 shares; 2025Q4: 1,827 shares; 2026Q1: 1,827 shares; 2026Q2: 1,827 shares 1,827 $759K 0.27% 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: 1,985 shares; 2024Q4: 2,380 shares; 2025Q1: 2,115 shares; 2025Q2: 2,074 shares; 2025Q3: 2,155 shares; 2025Q4: 2,037 shares; 2026Q1: 2,001 shares; 2026Q2: 2,104 shares 2,104 $742K 0.27% +103 Timeline SPYX 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: 10,878 shares; 2024Q4: 10,878 shares; 2025Q1: 13,377 shares; 2025Q2: 11,537 shares; 2025Q3: 11,537 shares; 2025Q4: 11,537 shares; 2026Q1: 11,537 shares; 2026Q2: 11,979 shares 11,979 $732K 0.26% +442 Timeline NULC NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,155 shares; 2024Q4: 7,549 shares; 2025Q1: 8,925 shares; 2025Q2: 12,806 shares; 2025Q3: 12,806 shares; 2025Q4: 12,359 shares; 2026Q1: 13,593 shares; 2026Q2: 13,144 shares 13,144 $712K 0.26% -449 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: 1,807 shares; 2024Q4: 2,435 shares; 2025Q1: 2,963 shares; 2025Q2: 3,377 shares; 2025Q3: 2,413 shares; 2025Q4: 2,431 shares; 2026Q1: 2,181 shares; 2026Q2: 8,724 shares 8,724 $703K 0.25% +6,543 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,603 shares; 2024Q4: 4,603 shares; 2025Q1: 4,603 shares; 2025Q2: 4,603 shares; 2025Q3: 4,603 shares; 2025Q4: 4,603 shares; 2026Q1: 4,603 shares; 2026Q2: 4,603 shares 4,603 $674K 0.24% 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: 1,630 shares; 2024Q4: 2,755 shares; 2025Q1: 2,649 shares; 2025Q2: 2,769 shares; 2025Q3: 2,710 shares; 2025Q4: 3,187 shares; 2026Q1: 2,625 shares; 2026Q2: 2,825 shares 2,825 $668K 0.24% +200 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,041 shares; 2024Q4: 1,830 shares; 2025Q1: 1,926 shares; 2025Q2: 3,055 shares; 2025Q3: 2,478 shares; 2025Q4: 2,410 shares; 2026Q1: 2,347 shares; 2026Q2: 2,345 shares 2,345 $660K 0.24% -2 Timeline FNDF 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: 12,966 shares; 2025Q1: 12,201 shares; 2025Q2: 12,201 shares; 2025Q3: 12,201 shares; 2025Q4: 12,201 shares; 2026Q1: 12,201 shares; 2026Q2: 12,201 shares 12,201 $644K 0.23% 0 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: 4,923 shares; 2025Q1: 5,507 shares; 2025Q2: 6,760 shares; 2025Q3: 5,336 shares; 2025Q4: 5,434 shares; 2026Q1: 5,501 shares; 2026Q2: 5,480 shares 5,480 $644K 0.23% -21 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: 13,456 shares; 2024Q4: 26,546 shares; 2025Q1: 25,669 shares; 2025Q2: 25,669 shares; 2025Q3: 25,669 shares; 2025Q4: 24,939 shares; 2026Q1: 22,659 shares; 2026Q2: 22,659 shares 22,659 $628K 0.23% 0 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: 1,339 shares; 2024Q4: 1,314 shares; 2025Q1: 1,324 shares; 2025Q2: 1,375 shares; 2025Q3: 1,375 shares; 2025Q4: 1,370 shares; 2026Q1: 1,244 shares; 2026Q2: 1,248 shares 1,248 $624K 0.23% +4 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,012 shares; 2024Q4: 2,012 shares; 2025Q1: 2,031 shares; 2025Q2: 2,031 shares; 2025Q3: 2,031 shares; 2025Q4: 2,031 shares; 2026Q1: 2,031 shares; 2026Q2: 2,012 shares 2,012 $602K 0.22% -19 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: 1,564 shares; 2024Q4: 1,567 shares; 2025Q1: 1,604 shares; 2025Q2: 1,626 shares; 2025Q3: 1,685 shares; 2025Q4: 1,663 shares; 2026Q1: 1,678 shares; 2026Q2: 1,774 shares 1,774 $559K 0.2% +96 Timeline HASI HA SUSTAINABLE INFRA CAP INC More: the full row for HA SUSTAINABLE INFRA CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,469 shares; 2024Q4: 18,278 shares; 2025Q1: 14,182 shares; 2025Q2: 14,621 shares; 2025Q3: 14,205 shares; 2025Q4: 14,205 shares; 2026Q1: 14,205 shares; 2026Q2: 14,205 shares 14,205 $555K 0.2% 0 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: 1,740 shares; 2024Q4: 1,788 shares; 2025Q1: 1,845 shares; 2025Q2: 1,850 shares; 2025Q3: 1,859 shares; 2025Q4: 1,747 shares; 2026Q1: 2,045 shares; 2026Q2: 2,394 shares 2,394 $536K 0.19% +349 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 995 shares; 2024Q4: 913 shares; 2025Q1: 889 shares; 2025Q2: 1,105 shares; 2025Q3: 1,109 shares; 2025Q4: 1,072 shares; 2026Q1: 1,096 shares; 2026Q2: 1,254 shares 1,254 $521K 0.19% +158 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: 154 shares; 2026Q2: 1,702 shares 1,702 $514K 0.19% +1,548 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,134 shares; 2025Q3: 3,377 shares; 2025Q4: 3,456 shares; 2026Q1: 3,602 shares; 2026Q2: 3,925 shares 3,925 $504K 0.18% +323 Timeline SDY 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: 3,312 shares; 2025Q1: 3,312 shares; 2025Q2: 3,252 shares; 2025Q3: 3,252 shares; 2025Q4: 3,252 shares; 2026Q1: 3,252 shares; 2026Q2: 3,252 shares 3,252 $495K 0.18% 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: 1,572 shares; 2024Q4: 1,520 shares; 2025Q1: 1,577 shares; 2025Q2: 1,607 shares; 2025Q3: 1,622 shares; 2025Q4: 1,604 shares; 2026Q1: 1,612 shares; 2026Q2: 1,613 shares 1,613 $481K 0.17% +1 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,443 shares; 2025Q2: 1,652 shares; 2025Q3: 1,776 shares; 2025Q4: 1,776 shares; 2026Q1: 1,865 shares; 2026Q2: 2,074 shares 2,074 $471K 0.17% +209 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: 2,183 shares; 2024Q4: 2,505 shares; 2025Q1: 2,718 shares; 2025Q2: 2,861 shares; 2025Q3: 2,919 shares; 2025Q4: 2,938 shares; 2026Q1: 2,938 shares; 2026Q2: 3,159 shares 3,159 $463K 0.17% +221 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: 1,835 shares; 2024Q4: 1,551 shares; 2025Q1: 1,517 shares; 2025Q2: 1,696 shares; 2025Q3: 1,643 shares; 2025Q4: 1,652 shares; 2026Q1: 1,652 shares; 2026Q2: 1,815 shares 1,815 $461K 0.17% +163 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: 990 shares; 2024Q4: 990 shares; 2025Q1: 920 shares; 2025Q2: 920 shares; 2025Q3: 920 shares; 2025Q4: 920 shares; 2026Q1: 920 shares; 2026Q2: 3,680 shares 3,680 $457K 0.17% +2,760 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: 7,401 shares; 2024Q4: 7,401 shares; 2025Q1: 6,736 shares; 2025Q2: 6,736 shares; 2025Q3: 5,911 shares; 2025Q4: 5,911 shares; 2026Q1: 5,911 shares; 2026Q2: 5,911 shares 5,911 $456K 0.16% 0 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 reported; 2024Q4: not reported; 2025Q1: 4,056 shares; 2025Q2: 6,120 shares; 2025Q3: 6,118 shares; 2025Q4: 6,118 shares; 2026Q1: 6,769 shares; 2026Q2: 6,696 shares 6,696 $452K 0.16% -73 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,002 shares; 2024Q4: 977 shares; 2025Q1: 864 shares; 2025Q2: 847 shares; 2025Q3: 904 shares; 2025Q4: 907 shares; 2026Q1: 896 shares; 2026Q2: 888 shares 888 $445K 0.16% -8 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: 3,272 shares; 2024Q4: 2,815 shares; 2025Q1: 2,818 shares; 2025Q2: 3,425 shares; 2025Q3: 3,136 shares; 2025Q4: 3,128 shares; 2026Q1: 3,119 shares; 2026Q2: 3,134 shares 3,134 $428K 0.15% +15 Timeline BGRN 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: 8,225 shares; 2025Q4: 13,366 shares; 2026Q1: 5,329 shares; 2026Q2: 8,849 shares 8,849 $420K 0.15% +3,520 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: 1,065 shares; 2024Q4: 1,065 shares; 2025Q1: 2,050 shares; 2025Q2: 1,441 shares; 2025Q3: 1,466 shares; 2025Q4: 1,516 shares; 2026Q1: 1,369 shares; 2026Q2: 1,369 shares 1,369 $415K 0.15% 0 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,342 shares; 2024Q4: 1,341 shares; 2025Q1: 1,346 shares; 2025Q2: 1,357 shares; 2025Q3: 1,063 shares; 2025Q4: 514 shares; 2026Q1: 532 shares; 2026Q2: 536 shares 536 $386K 0.14% +4 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,748 shares; 2024Q4: 1,659 shares; 2025Q1: 1,757 shares; 2025Q2: 2,456 shares; 2025Q3: 2,544 shares; 2025Q4: 2,665 shares; 2026Q1: 2,794 shares; 2026Q2: 2,850 shares 2,850 $386K 0.14% +56 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: not reported; 2026Q2: 600 shares 600 $384K 0.14% new Timeline NUSC NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,362 shares; 2025Q1: 5,369 shares; 2025Q2: 7,609 shares; 2025Q3: 7,609 shares; 2025Q4: 7,609 shares; 2026Q1: 7,360 shares; 2026Q2: 7,360 shares 7,360 $384K 0.14% 0 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,543 shares; 2024Q4: 3,549 shares; 2025Q1: 3,614 shares; 2025Q2: 3,596 shares; 2025Q3: 3,656 shares; 2025Q4: 3,585 shares; 2026Q1: 3,729 shares; 2026Q2: 3,958 shares 3,958 $383K 0.14% +229 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 344 shares; 2025Q1: 362 shares; 2025Q2: 381 shares; 2025Q3: 381 shares; 2025Q4: 381 shares; 2026Q1: 380 shares; 2026Q2: 390 shares 390 $375K 0.14% +10 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: 3,349 shares; 2024Q4: 3,229 shares; 2025Q1: 3,258 shares; 2025Q2: 3,266 shares; 2025Q3: 3,062 shares; 2025Q4: 3,005 shares; 2026Q1: 2,955 shares; 2026Q2: 3,179 shares 3,179 $360K 0.13% +224 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 750 shares; 2024Q4: 764 shares; 2025Q1: 795 shares; 2025Q2: 804 shares; 2025Q3: 814 shares; 2025Q4: 804 shares; 2026Q1: 775 shares; 2026Q2: 792 shares 792 $359K 0.13% +17 Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,936 shares; 2024Q4: 32,447 shares; 2025Q1: 31,810 shares; 2025Q2: 28,221 shares; 2025Q3: 16,223 shares; 2025Q4: 14,766 shares; 2026Q1: 14,779 shares; 2026Q2: 14,986 shares 14,986 $355K 0.13% +207 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: 2,534 shares 2,534 $354K 0.13% new 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: 153 shares 153 $348K 0.13% new Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,430 shares; 2024Q4: 2,448 shares; 2025Q1: 2,505 shares; 2025Q2: 3,571 shares; 2025Q3: 3,466 shares; 2025Q4: 3,397 shares; 2026Q1: 3,294 shares; 2026Q2: 3,696 shares 3,696 $335K 0.12% +402 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,329 shares; 2024Q4: 1,878 shares; 2025Q1: 1,797 shares; 2025Q2: 1,832 shares; 2025Q3: 1,869 shares; 2025Q4: 1,854 shares; 2026Q1: 1,868 shares; 2026Q2: 1,898 shares 1,898 $310K 0.11% +30 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: 533 shares 533 $310K 0.11% new Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,059 shares; 2025Q1: 1,177 shares; 2025Q2: 1,179 shares; 2025Q3: 1,201 shares; 2025Q4: 1,144 shares; 2026Q1: 1,145 shares; 2026Q2: 1,143 shares 1,143 $309K 0.11% -2 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH 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: 709 shares 709 $307K 0.11% new Timeline SCMB 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: 49,293 shares; 2026Q1: not reported; 2026Q2: 11,549 shares 11,549 $298K 0.11% new 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: 1,099 shares; 2025Q4: 1,102 shares; 2026Q1: 1,102 shares; 2026Q2: 1,203 shares 1,203 $296K 0.11% +101 Timeline QUS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,589 shares; 2024Q4: 1,581 shares; 2025Q1: 1,581 shares; 2025Q2: 1,581 shares; 2025Q3: 1,581 shares; 2025Q4: 1,581 shares; 2026Q1: 1,581 shares; 2026Q2: 1,581 shares 1,581 $295K 0.11% 0 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,860 shares 1,860 $287K 0.1% new Timeline CTO CTO RLTY GROWTH INC NEW More: the full row for CTO RLTY GROWTH INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,000 shares; 2024Q4: 15,250 shares; 2025Q1: 13,450 shares; 2025Q2: 13,450 shares; 2025Q3: 13,225 shares; 2025Q4: 13,225 shares; 2026Q1: 13,225 shares; 2026Q2: 13,225 shares 13,225 $284K 0.1% 0 Timeline NUE NUCOR CORP More: the full row for NUCOR 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: 1,273 shares; 2026Q1: 1,266 shares; 2026Q2: 1,266 shares 1,266 $282K 0.1% 0 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 reported; 2024Q4: not reported; 2025Q1: 226 shares; 2025Q2: 296 shares; 2025Q3: 311 shares; 2025Q4: 3,360 shares; 2026Q1: 3,822 shares; 2026Q2: 3,938 shares 3,938 $281K 0.1% +116 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: 5,760 shares; 2024Q4: not reported; 2025Q1: 5,760 shares; 2025Q2: 5,760 shares; 2025Q3: 5,760 shares; 2025Q4: 5,760 shares; 2026Q1: 5,760 shares; 2026Q2: 5,760 shares 5,760 $266K 0.1% 0 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,200 shares; 2024Q4: 27,980 shares; 2025Q1: 29,559 shares; 2025Q2: 23,594 shares; 2025Q3: 22,513 shares; 2025Q4: 17,830 shares; 2026Q1: 16,477 shares; 2026Q2: 14,295 shares 14,295 $265K 0.1% -2,182 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: 1,083 shares; 2024Q4: 1,083 shares; 2025Q1: 1,083 shares; 2025Q2: 1,083 shares; 2025Q3: 1,083 shares; 2025Q4: 1,083 shares; 2026Q1: 1,083 shares; 2026Q2: 1,083 shares 1,083 $263K 0.09% 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 671 shares; 2025Q3: 726 shares; 2025Q4: 748 shares; 2026Q1: 702 shares; 2026Q2: 774 shares 774 $262K 0.09% +72 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 892 shares; 2024Q4: 922 shares; 2025Q1: 817 shares; 2025Q2: 967 shares; 2025Q3: 967 shares; 2025Q4: 974 shares; 2026Q1: 962 shares; 2026Q2: 967 shares 967 $261K 0.09% +5 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,064 shares; 2025Q3: 1,104 shares; 2025Q4: 1,133 shares; 2026Q1: 1,131 shares; 2026Q2: 1,160 shares 1,160 $256K 0.09% +29 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: not reported; 2026Q2: 758 shares 758 $254K 0.09% new Timeline ACNT ASCENT INDUSTRIES CO More: the full row for ASCENT INDUSTRIES CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,731 shares; 2024Q4: 14,281 shares; 2025Q1: 16,461 shares; 2025Q2: 16,461 shares; 2025Q3: 16,461 shares; 2025Q4: 16,461 shares; 2026Q1: 16,461 shares; 2026Q2: 16,461 shares 16,461 $247K 0.09% 0 Timeline TYG TORTOISE ENERGY INFRSTRCTR C More: the full row for TORTOISE ENERGY INFRSTRCTR C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7,334 shares; 2025Q1: 5,716 shares; 2025Q2: 5,716 shares; 2025Q3: 5,716 shares; 2025Q4: 5,716 shares; 2026Q1: 5,716 shares; 2026Q2: 5,716 shares 5,716 $245K 0.09% 0 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,638 shares; 2024Q4: 6,971 shares; 2025Q1: 6,536 shares; 2025Q2: 4,915 shares; 2025Q3: 4,158 shares; 2025Q4: 4,229 shares; 2026Q1: 4,125 shares; 2026Q2: 4,041 shares 4,041 $244K 0.09% -84 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: 5,726 shares; 2024Q4: 5,726 shares; 2025Q1: 4,771 shares; 2025Q2: 4,771 shares; 2025Q3: 4,771 shares; 2025Q4: 4,383 shares; 2026Q1: 3,660 shares; 2026Q2: 3,660 shares 3,660 $243K 0.09% 0 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,051 shares; 2024Q4: 1,004 shares; 2025Q1: 923 shares; 2025Q2: 893 shares; 2025Q3: 852 shares; 2025Q4: not reported; 2026Q1: 842 shares; 2026Q2: 888 shares 888 $242K 0.09% +46 Timeline FLCA FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON 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: 4,654 shares; 2025Q4: 4,654 shares; 2026Q1: 4,654 shares; 2026Q2: 4,654 shares 4,654 $240K 0.09% 0 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: not reported; 2026Q2: 203 shares 203 $238K 0.09% new Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,520 shares; 2025Q3: 1,456 shares; 2025Q4: 1,456 shares; 2026Q1: 1,456 shares; 2026Q2: 1,613 shares 1,613 $237K 0.09% +157 Timeline GRNB VANECK ETF TRUST More: the full row for VANECK 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,531 shares; 2026Q2: 9,570 shares 9,570 $231K 0.08% -6,961 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 676 shares 676 $231K 0.08% new Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON 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: 1,558 shares 1,558 $225K 0.08% new Timeline IDEV 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: 21,723 shares; 2025Q1: 27,547 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,759 shares; 2026Q2: 2,527 shares 2,527 $225K 0.08% -232 Timeline ESG FLEXSHARES TR More: the full row for FLEXSHARES 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: 1,270 shares; 2026Q1: not reported; 2026Q2: 1,270 shares 1,270 $223K 0.08% new 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: not reported; 2025Q3: 2,031 shares; 2025Q4: 2,031 shares; 2026Q1: 2,031 shares; 2026Q2: 2,024 shares 2,024 $223K 0.08% -7 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES 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: 511 shares 511 $220K 0.08% new Timeline ZBRA ZEBRA TECHNOLOGIES CORPORATI More: the full row for ZEBRA TECHNOLOGIES CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 873 shares; 2024Q4: 880 shares; 2025Q1: 879 shares; 2025Q2: 902 shares; 2025Q3: 902 shares; 2025Q4: 858 shares; 2026Q1: not reported; 2026Q2: 823 shares 823 $217K 0.08% new Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES 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: 651 shares 651 $215K 0.08% new Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,427 shares; 2025Q1: 12,838 shares; 2025Q2: not reported; 2025Q3: 4,710 shares; 2025Q4: 4,793 shares; 2026Q1: 4,792 shares; 2026Q2: 3,864 shares 3,864 $211K 0.08% -928 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,500 shares; 2024Q4: 4,500 shares; 2025Q1: 5,550 shares; 2025Q2: 4,500 shares; 2025Q3: 4,500 shares; 2025Q4: 6,750 shares; 2026Q1: 6,750 shares; 2026Q2: 4,910 shares 4,910 $209K 0.08% -1,840 Timeline VT 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: 2,418 shares; 2024Q4: 2,421 shares; 2025Q1: 2,422 shares; 2025Q2: 2,423 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,455 shares; 2026Q2: 1,315 shares 1,315 $206K 0.07% -140 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS 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: 4,875 shares 4,875 $206K 0.07% new Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES 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: 1,524 shares; 2026Q2: 1,624 shares 1,624 $205K 0.07% +100 Timeline FLMB FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON 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: 8,489 shares; 2025Q4: 8,489 shares; 2026Q1: 8,489 shares; 2026Q2: 8,489 shares 8,489 $204K 0.07% 0 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: 317 shares 317 $202K 0.07% new Timeline