TFLO 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: 4,748 shares; 2025Q2: 81,545 shares; 2025Q3: 546,341 shares; 2025Q4: 671,314 shares; 2026Q1: 776,704 shares; 2026Q2: 851,969 shares 851,969 $43.1M 13.34% +75,265 Timeline FLOT 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: 439,420 shares; 2025Q4: 547,826 shares; 2026Q1: 650,280 shares; 2026Q2: 732,529 shares 732,529 $37.4M 11.57% +82,249 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: 887,435 shares; 2024Q4: 1,119,711 shares; 2025Q1: 1,240,617 shares; 2025Q2: 1,328,635 shares; 2025Q3: 971,798 shares; 2025Q4: 950,467 shares; 2026Q1: 949,179 shares; 2026Q2: 975,719 shares 975,719 $29.3M 9.06% +26,540 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 427,492 shares; 2025Q4: 621,182 shares; 2026Q1: 784,673 shares; 2026Q2: 928,968 shares 928,968 $26.9M 8.32% +144,295 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: 386,942 shares; 2024Q4: 1,307,997 shares; 2025Q1: 1,408,378 shares; 2025Q2: 1,522,859 shares; 2025Q3: 1,184,492 shares; 2025Q4: 1,037,577 shares; 2026Q1: 890,640 shares; 2026Q2: 842,806 shares 842,806 $26.7M 8.27% -47,834 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100,763 shares; 2024Q4: 140,533 shares; 2025Q1: 156,640 shares; 2025Q2: 168,147 shares; 2025Q3: 158,632 shares; 2025Q4: 187,932 shares; 2026Q1: 215,048 shares; 2026Q2: 241,916 shares 241,916 $24.7M 7.64% +26,868 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 32,301 shares; 2025Q4: 47,435 shares; 2026Q1: 60,605 shares; 2026Q2: 69,882 shares 69,882 $21.2M 6.55% +9,277 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 41,449 shares; 2025Q4: 62,368 shares; 2026Q1: 78,601 shares; 2026Q2: 93,563 shares 93,563 $19.9M 6.16% +14,962 Timeline SPIB 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: 125,717 shares; 2024Q4: 135,012 shares; 2025Q1: 149,613 shares; 2025Q2: 160,620 shares; 2025Q3: 411,771 shares; 2025Q4: 434,353 shares; 2026Q1: 467,142 shares; 2026Q2: 500,108 shares 500,108 $16.7M 5.18% +32,966 Timeline SCHR 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: 353,914 shares; 2025Q4: 443,050 shares; 2026Q1: 528,356 shares; 2026Q2: 597,458 shares 597,458 $14.7M 4.56% +69,102 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: 299,395 shares; 2024Q4: 385,225 shares; 2025Q1: 432,524 shares; 2025Q2: 457,781 shares; 2025Q3: 157,355 shares; 2025Q4: 124,458 shares; 2026Q1: 92,036 shares; 2026Q2: 75,444 shares 75,444 $7.47M 2.31% -16,592 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 38,876 shares; 2025Q4: 57,956 shares; 2026Q1: 71,442 shares; 2026Q2: 82,973 shares 82,973 $6.87M 2.13% +11,531 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 42,634 shares; 2025Q4: 63,657 shares; 2026Q1: 79,239 shares; 2026Q2: 93,008 shares 93,008 $6.63M 2.05% +13,769 Timeline TBUX T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,853 shares; 2025Q2: 83,258 shares; 2025Q3: 105,336 shares; 2025Q4: 122,408 shares; 2026Q1: 124,568 shares; 2026Q2: 116,637 shares 116,637 $5.81M 1.8% -7,931 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 296,509 shares; 2024Q4: 361,548 shares; 2025Q1: 402,333 shares; 2025Q2: 431,992 shares; 2025Q3: 212,903 shares; 2025Q4: 156,385 shares; 2026Q1: 115,949 shares; 2026Q2: 92,048 shares 92,048 $4.19M 1.3% -23,901 Timeline SHV 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: 25,238 shares; 2025Q3: 31,935 shares; 2025Q4: 37,090 shares; 2026Q1: 37,666 shares; 2026Q2: 35,541 shares 35,541 $3.92M 1.21% -2,125 Timeline VUSB 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 55,237 shares; 2025Q3: 69,820 shares; 2025Q4: 81,122 shares; 2026Q1: 82,150 shares; 2026Q2: 77,753 shares 77,753 $3.87M 1.2% -4,397 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 89,610 shares; 2024Q4: 98,260 shares; 2025Q1: 106,301 shares; 2025Q2: 108,182 shares; 2025Q3: 95,232 shares; 2025Q4: 69,326 shares; 2026Q1: 49,119 shares; 2026Q2: 37,346 shares 37,346 $3.19M 0.99% -11,773 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 77,160 shares; 2025Q3: 97,242 shares; 2025Q4: 112,352 shares; 2026Q1: 114,441 shares; 2026Q2: 107,751 shares 107,751 $3.13M 0.97% -6,690 Timeline VGIT 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: 70,414 shares; 2024Q4: 81,308 shares; 2025Q1: 89,287 shares; 2025Q2: 92,641 shares; 2025Q3: 83,271 shares; 2025Q4: 65,261 shares; 2026Q1: 48,393 shares; 2026Q2: 40,236 shares 40,236 $2.37M 0.73% -8,157 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: 8,074 shares; 2024Q4: 7,960 shares; 2025Q1: 7,977 shares; 2025Q2: 8,015 shares; 2025Q3: 8,016 shares; 2025Q4: 7,815 shares; 2026Q1: 7,831 shares; 2026Q2: 14,609 shares 14,609 $1.65M 0.51% +6,778 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: 2,903 shares; 2024Q4: 2,989 shares; 2025Q1: 3,312 shares; 2025Q2: 6,717 shares; 2025Q3: 6,711 shares; 2025Q4: 6,706 shares; 2026Q1: 6,192 shares; 2026Q2: 5,186 shares 5,186 $1.5M 0.46% -1,006 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: 8,347 shares; 2024Q4: 8,256 shares; 2025Q1: 7,670 shares; 2025Q2: 7,754 shares; 2025Q3: 6,986 shares; 2025Q4: 5,634 shares; 2026Q1: 4,535 shares; 2026Q2: 3,892 shares 3,892 $1.45M 0.45% -643 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: 7,280 shares; 2024Q4: 7,418 shares; 2025Q1: 7,102 shares; 2025Q2: 7,320 shares; 2025Q3: 6,490 shares; 2025Q4: 4,484 shares; 2026Q1: 3,133 shares; 2026Q2: 2,319 shares 2,319 $1.16M 0.36% -814 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: 4,901 shares; 2024Q4: 4,726 shares; 2025Q1: 4,345 shares; 2025Q2: 4,517 shares; 2025Q3: 3,962 shares; 2025Q4: 2,729 shares; 2026Q1: 2,031 shares; 2026Q2: 1,496 shares 1,496 $1.1M 0.34% -535 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: 13,918 shares; 2024Q4: 41,637 shares; 2025Q1: 40,810 shares; 2025Q2: 38,200 shares; 2025Q3: 36,005 shares; 2025Q4: 35,592 shares; 2026Q1: 35,577 shares; 2026Q2: 34,082 shares 34,082 $1M 0.31% -1,495 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,181 shares; 2024Q4: 29,653 shares; 2025Q1: 31,123 shares; 2025Q2: 33,218 shares; 2025Q3: 29,389 shares; 2025Q4: 21,079 shares; 2026Q1: 15,108 shares; 2026Q2: 11,396 shares 11,396 $926K 0.29% -3,712 Timeline FSTA FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,783 shares; 2024Q4: 36,259 shares; 2025Q1: 38,851 shares; 2025Q2: 40,724 shares; 2025Q3: 36,476 shares; 2025Q4: 25,513 shares; 2026Q1: 17,950 shares; 2026Q2: 13,343 shares 13,343 $701K 0.22% -4,607 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: 1,784 shares; 2024Q4: 1,805 shares; 2025Q1: 1,771 shares; 2025Q2: 1,773 shares; 2025Q3: 1,774 shares; 2025Q4: 1,679 shares; 2026Q1: 1,727 shares; 2026Q2: 1,660 shares 1,660 $544K 0.17% -67 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY 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: 1,302 shares; 2026Q2: 1,302 shares 1,302 $504K 0.16% 0 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,460 shares; 2024Q4: 4,460 shares; 2025Q1: 4,460 shares; 2025Q2: 6,230 shares; 2025Q3: 6,263 shares; 2025Q4: 6,275 shares; 2026Q1: 5,604 shares; 2026Q2: 5,616 shares 5,616 $469K 0.15% +12 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: 615 shares; 2024Q4: 526 shares; 2025Q1: 590 shares; 2025Q2: 609 shares; 2025Q3: 593 shares; 2025Q4: 577 shares; 2026Q1: 575 shares; 2026Q2: 561 shares 561 $419K 0.13% -14 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: 556 shares; 2024Q4: 544 shares; 2025Q1: 544 shares; 2025Q2: 544 shares; 2025Q3: 565 shares; 2025Q4: 547 shares; 2026Q1: 580 shares; 2026Q2: 581 shares 581 $400K 0.12% +1 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: not reported; 2024Q4: not reported; 2025Q1: 1,065 shares; 2025Q2: 1,056 shares; 2025Q3: 1,056 shares; 2025Q4: 1,050 shares; 2026Q1: 1,051 shares; 2026Q2: 1,051 shares 1,051 $389K 0.12% 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,575 shares 1,575 $373K 0.12% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 755 shares 755 $318K 0.1% new 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: 1,035 shares; 2024Q4: 1,052 shares; 2025Q1: 1,052 shares; 2025Q2: 1,052 shares; 2025Q3: 998 shares; 2025Q4: 983 shares; 2026Q1: 986 shares; 2026Q2: 989 shares 989 $300K 0.09% +3 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: 9,104 shares; 2024Q4: 18,089 shares; 2025Q1: 17,078 shares; 2025Q2: 17,178 shares; 2025Q3: 15,534 shares; 2025Q4: 13,193 shares; 2026Q1: 13,282 shares; 2026Q2: 12,773 shares 12,773 $295K 0.09% -509 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH 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: 1,650 shares 1,650 $269K 0.08% new Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,076 shares 2,076 $263K 0.08% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,954 shares; 2025Q3: 1,906 shares; 2025Q4: 1,939 shares; 2026Q1: 1,953 shares; 2026Q2: 1,845 shares 1,845 $252K 0.08% -108 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: 2,053 shares; 2024Q4: 2,072 shares; 2025Q1: 1,739 shares; 2025Q2: 1,708 shares; 2025Q3: 1,483 shares; 2025Q4: 2,800 shares; 2026Q1: 1,505 shares; 2026Q2: 1,436 shares 1,436 $238K 0.07% -69 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 609 shares 609 $215K 0.07% new 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: 489 shares; 2024Q4: 488 shares; 2025Q1: 489 shares; 2025Q2: 489 shares; 2025Q3: 509 shares; 2025Q4: 490 shares; 2026Q1: 491 shares; 2026Q2: 282 shares 282 $211K 0.07% -209 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: 570 shares; 2024Q4: 564 shares; 2025Q1: 568 shares; 2025Q2: 571 shares; 2025Q3: 574 shares; 2025Q4: not reported; 2026Q1: 661 shares; 2026Q2: 586 shares 586 $207K 0.06% -75 Timeline