IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 80,805 shares; 2025Q1: 72,732 shares; 2025Q2: 80,202 shares; 2025Q3: 79,589 shares; 2025Q4: 106,055 shares; 2026Q1: 108,907 shares; 2026Q2: 109,476 shares; 2026Q3: 112,983 shares 112,983 $86.5M 17.56% +3,507 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; 2024Q4: 90,006 shares; 2025Q1: 81,866 shares; 2025Q2: 99,762 shares; 2025Q3: 102,017 shares; 2025Q4: 353,198 shares; 2026Q1: 384,599 shares; 2026Q2: 352,803 shares; 2026Q3: 374,184 shares 374,184 $46.1M 9.35% +21,381 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 96,885 shares; 2025Q1: 98,975 shares; 2025Q2: 100,205 shares; 2025Q3: 98,925 shares; 2025Q4: 469,119 shares; 2026Q1: 511,303 shares; 2026Q2: 519,921 shares; 2026Q3: 549,236 shares 549,236 $43.5M 8.82% +29,315 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; 2024Q4: 151,131 shares; 2025Q1: 133,121 shares; 2025Q2: 166,373 shares; 2025Q3: 170,185 shares; 2025Q4: 569,686 shares; 2026Q1: 595,915 shares; 2026Q2: 577,788 shares; 2026Q3: 613,847 shares 613,847 $37.5M 7.62% +36,059 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; 2024Q4: 4,934 shares; 2025Q1: 4,073 shares; 2025Q2: 3,819 shares; 2025Q3: 3,809 shares; 2025Q4: 147,254 shares; 2026Q1: 157,323 shares; 2026Q2: 146,704 shares; 2026Q3: 154,175 shares 154,175 $35.6M 7.23% +7,471 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 48,562 shares; 2025Q1: 49,599 shares; 2025Q2: 52,130 shares; 2025Q3: 52,051 shares; 2025Q4: 199,115 shares; 2026Q1: 215,672 shares; 2026Q2: 219,957 shares; 2026Q3: 233,873 shares 233,873 $28M 5.69% +13,916 Timeline IGEB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 503,315 shares; 2025Q1: 488,616 shares; 2025Q2: 495,159 shares; 2025Q3: 506,071 shares; 2025Q4: 578,964 shares; 2026Q1: 612,366 shares; 2026Q2: 624,286 shares; 2026Q3: 603,278 shares 603,278 $25.8M 5.24% -21,008 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; 2024Q4: 927,279 shares; 2025Q1: 862,627 shares; 2025Q2: 876,859 shares; 2025Q3: 899,592 shares; 2025Q4: 931,628 shares; 2026Q1: 965,511 shares; 2026Q2: 960,721 shares; 2026Q3: 929,817 shares 929,817 $22.7M 4.6% -30,904 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; 2024Q4: 678,808 shares; 2025Q1: 576,519 shares; 2025Q2: 728,852 shares; 2025Q3: 733,480 shares; 2025Q4: 707,671 shares; 2026Q1: 744,302 shares; 2026Q2: 642,281 shares; 2026Q3: 635,884 shares 635,884 $20.7M 4.2% -6,397 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; 2024Q4: 911,132 shares; 2025Q1: 918,310 shares; 2025Q2: 906,904 shares; 2025Q3: 892,195 shares; 2025Q4: 287,155 shares; 2026Q1: 281,244 shares; 2026Q2: 276,793 shares; 2026Q3: 276,043 shares 276,043 $13.9M 2.81% -750 Timeline OMFL INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 552,680 shares; 2025Q1: 496,794 shares; 2025Q2: 592,265 shares; 2025Q3: 597,670 shares; 2025Q4: 217,758 shares; 2026Q1: 196,483 shares; 2026Q2: 182,037 shares; 2026Q3: 178,004 shares 178,004 $12.4M 2.52% -4,033 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; 2024Q4: 172,761 shares; 2025Q1: 169,971 shares; 2025Q2: 176,054 shares; 2025Q3: 174,354 shares; 2025Q4: 162,096 shares; 2026Q1: 159,464 shares; 2026Q2: 157,105 shares; 2026Q3: 156,500 shares 156,500 $11.1M 2.24% -605 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; 2024Q4: 812,357 shares; 2025Q1: 668,273 shares; 2025Q2: 827,462 shares; 2025Q3: 839,407 shares; 2025Q4: 235,258 shares; 2026Q1: 222,063 shares; 2026Q2: 210,367 shares; 2026Q3: 201,879 shares 201,879 $10.7M 2.17% -8,488 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; 2024Q4: 15,594 shares; 2025Q1: 13,933 shares; 2025Q2: 15,030 shares; 2025Q3: 15,291 shares; 2025Q4: 13,460 shares; 2026Q1: 14,269 shares; 2026Q2: 13,938 shares; 2026Q3: 13,877 shares 13,877 $9.73M 1.97% -61 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; 2024Q4: 682,611 shares; 2025Q1: 563,585 shares; 2025Q2: 668,292 shares; 2025Q3: 679,846 shares; 2025Q4: 198,523 shares; 2026Q1: 169,007 shares; 2026Q2: 151,413 shares; 2026Q3: 141,256 shares 141,256 $8.9M 1.81% -10,157 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; 2024Q4: 36,463 shares; 2025Q1: 31,727 shares; 2025Q2: 36,672 shares; 2025Q3: 36,400 shares; 2025Q4: 32,952 shares; 2026Q1: 31,457 shares; 2026Q2: 29,961 shares; 2026Q3: 29,962 shares 29,962 $8.52M 1.73% +1 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 17,547 shares; 2025Q1: 24,149 shares; 2025Q2: 24,056 shares; 2025Q3: 18,937 shares; 2025Q4: 18,844 shares; 2026Q1: 18,932 shares; 2026Q2: 19,186 shares; 2026Q3: 21,248 shares 21,248 $7.08M 1.44% +2,062 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; 2024Q4: 29,871 shares; 2025Q1: 28,446 shares; 2025Q2: 30,931 shares; 2025Q3: 30,767 shares; 2025Q4: 28,657 shares; 2026Q1: 29,670 shares; 2026Q2: 29,556 shares; 2026Q3: 29,436 shares 29,436 $6.87M 1.39% -120 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; 2024Q4: 32,241 shares; 2025Q1: 27,983 shares; 2025Q2: 31,349 shares; 2025Q3: 31,091 shares; 2025Q4: 27,771 shares; 2026Q1: 22,606 shares; 2026Q2: 84,260 shares; 2026Q3: 80,544 shares 80,544 $6.32M 1.28% -3,716 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 26,269 shares; 2025Q1: 26,613 shares; 2025Q2: 27,208 shares; 2025Q3: 26,073 shares; 2025Q4: 26,089 shares; 2026Q1: 26,953 shares; 2026Q2: 27,231 shares; 2026Q3: 28,710 shares 28,710 $2.9M 0.59% +1,479 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 62,746 shares; 2025Q1: 47,089 shares; 2025Q2: 60,043 shares; 2025Q3: 60,722 shares; 2025Q4: 28,375 shares; 2026Q1: 26,219 shares; 2026Q2: 25,140 shares; 2026Q3: 24,981 shares 24,981 $2.55M 0.52% -159 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 54,342 shares; 2025Q1: 39,119 shares; 2025Q2: 48,860 shares; 2025Q3: 49,810 shares; 2025Q4: 24,167 shares; 2026Q1: 23,184 shares; 2026Q2: 21,626 shares; 2026Q3: 21,559 shares 21,559 $2.31M 0.47% -67 Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 70,727 shares; 2025Q1: 52,612 shares; 2025Q2: 62,535 shares; 2025Q3: 63,646 shares; 2025Q4: 31,733 shares; 2026Q1: 26,351 shares; 2026Q2: 24,656 shares; 2026Q3: 24,656 shares 24,656 $2.18M 0.44% 0 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; 2024Q4: 40,568 shares; 2025Q1: 34,903 shares; 2025Q2: 39,286 shares; 2025Q3: 38,418 shares; 2025Q4: 35,226 shares; 2026Q1: 36,001 shares; 2026Q2: 34,727 shares; 2026Q3: 28,587 shares 28,587 $2.08M 0.42% -6,140 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 57,803 shares; 2025Q1: 41,757 shares; 2025Q2: 50,848 shares; 2025Q3: 51,797 shares; 2025Q4: 25,580 shares; 2026Q1: 20,645 shares; 2026Q2: 19,213 shares; 2026Q3: 18,574 shares 18,574 $1.94M 0.39% -639 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 40,308 shares; 2025Q1: 39,490 shares; 2025Q2: 37,936 shares; 2025Q3: 36,916 shares; 2025Q4: 38,531 shares; 2026Q1: 38,841 shares; 2026Q2: 39,827 shares; 2026Q3: 37,520 shares 37,520 $1.92M 0.39% -2,307 Timeline XLRE 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; 2024Q4: 471,334 shares; 2025Q1: 474,255 shares; 2025Q2: 482,707 shares; 2025Q3: 490,922 shares; 2025Q4: 130,905 shares; 2026Q1: 76,232 shares; 2026Q2: 57,904 shares; 2026Q3: 45,493 shares 45,493 $1.86M 0.38% -12,411 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; 2024Q4: 6,231 shares; 2025Q1: 6,613 shares; 2025Q2: 6,265 shares; 2025Q3: 6,269 shares; 2025Q4: 6,331 shares; 2026Q1: 6,081 shares; 2026Q2: 7,215 shares; 2026Q3: 7,271 shares 7,271 $1.81M 0.37% +56 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,024 shares; 2025Q1: 5,200 shares; 2025Q2: 4,643 shares; 2025Q3: 5,700 shares; 2025Q4: 5,813 shares; 2026Q1: 5,345 shares; 2026Q2: 6,142 shares; 2026Q3: 7,804 shares 7,804 $1.78M 0.36% +1,662 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,619 shares; 2025Q1: 2,419 shares; 2025Q2: 2,692 shares; 2025Q3: 2,765 shares; 2025Q4: 2,709 shares; 2026Q1: 3,165 shares; 2026Q2: 17,775 shares; 2026Q3: 17,775 shares 17,775 $1.6M 0.33% 0 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; 2024Q4: 44,390 shares; 2025Q1: 42,170 shares; 2025Q2: 45,026 shares; 2025Q3: 45,374 shares; 2025Q4: 40,622 shares; 2026Q1: 23,469 shares; 2026Q2: 17,388 shares; 2026Q3: 16,724 shares 16,724 $1.5M 0.3% -664 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; 2024Q4: 16,282 shares; 2025Q1: 16,875 shares; 2025Q2: 15,693 shares; 2025Q3: 15,657 shares; 2025Q4: 15,529 shares; 2026Q1: 15,848 shares; 2026Q2: 15,279 shares; 2026Q3: 14,925 shares 14,925 $1.37M 0.28% -354 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,594 shares; 2025Q1: 13,594 shares; 2025Q2: 13,594 shares; 2025Q3: 13,594 shares; 2025Q4: 13,594 shares; 2026Q1: 13,696 shares; 2026Q2: 14,665 shares; 2026Q3: 14,665 shares 14,665 $1.37M 0.28% 0 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; 2024Q4: 18,938 shares; 2025Q1: 18,529 shares; 2025Q2: 17,468 shares; 2025Q3: 17,552 shares; 2025Q4: 17,722 shares; 2026Q1: 17,206 shares; 2026Q2: 17,808 shares; 2026Q3: 17,645 shares 17,645 $1.35M 0.27% -163 Timeline GAM GENERAL AMERN INVS CO INC More: the full row for GENERAL AMERN INVS CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,563 shares; 2026Q1: 19,563 shares; 2026Q2: 19,563 shares; 2026Q3: 19,563 shares 19,563 $1.24M 0.25% 0 Timeline SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 41,495 shares; 2025Q1: 40,664 shares; 2025Q2: 38,277 shares; 2025Q3: 39,351 shares; 2025Q4: 41,768 shares; 2026Q1: 41,794 shares; 2026Q2: 43,597 shares; 2026Q3: 44,545 shares 44,545 $1.22M 0.25% +948 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; 2024Q4: 959 shares; 2025Q1: 916 shares; 2025Q2: 1,509 shares; 2025Q3: 1,342 shares; 2025Q4: 1,281 shares; 2026Q1: 1,139 shares; 2026Q2: 1,518 shares; 2026Q3: 1,516 shares 1,516 $1.12M 0.23% -2 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,476 shares; 2025Q1: 1,823 shares; 2025Q2: 1,461 shares; 2025Q3: 1,470 shares; 2025Q4: 1,438 shares; 2026Q1: 1,803 shares; 2026Q2: 2,124 shares; 2026Q3: 1,976 shares 1,976 $1.01M 0.21% -148 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; 2024Q4: 11,614 shares; 2025Q1: 11,687 shares; 2025Q2: 11,682 shares; 2025Q3: 6,936 shares; 2025Q4: 7,027 shares; 2026Q1: 7,156 shares; 2026Q2: 6,675 shares; 2026Q3: 6,675 shares 6,675 $970K 0.2% 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; 2024Q4: 2,853 shares; 2025Q1: 3,243 shares; 2025Q2: 2,976 shares; 2025Q3: 2,683 shares; 2025Q4: 2,684 shares; 2026Q1: 2,685 shares; 2026Q2: 2,942 shares; 2026Q3: 2,898 shares 2,898 $959K 0.19% -44 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; 2024Q4: 32,546 shares; 2025Q1: 22,507 shares; 2025Q2: 20,229 shares; 2025Q3: 19,071 shares; 2025Q4: 16,578 shares; 2026Q1: 15,403 shares; 2026Q2: 15,403 shares; 2026Q3: 15,403 shares 15,403 $914K 0.19% 0 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; 2024Q4: 33,267 shares; 2025Q1: 26,203 shares; 2025Q2: 19,445 shares; 2025Q3: 19,445 shares; 2025Q4: 17,718 shares; 2026Q1: 17,718 shares; 2026Q2: 17,318 shares; 2026Q3: 17,485 shares 17,485 $905K 0.18% +167 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,065 shares; 2025Q1: 3,838 shares; 2025Q2: 3,918 shares; 2025Q3: 3,809 shares; 2025Q4: 3,460 shares; 2026Q1: 3,175 shares; 2026Q2: 3,025 shares; 2026Q3: 2,956 shares 2,956 $864K 0.18% -69 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; 2024Q4: 3,232 shares; 2025Q1: 3,481 shares; 2025Q2: 3,232 shares; 2025Q3: 3,244 shares; 2025Q4: 2,272 shares; 2026Q1: 3,101 shares; 2026Q2: 2,931 shares; 2026Q3: 2,931 shares 2,931 $633K 0.13% 0 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 673 shares; 2026Q1: not reported; 2026Q2: 1,827 shares; 2026Q3: 1,817 shares 1,817 $625K 0.13% -10 Timeline XOM EXXONMOBIL HOLDINGS CORP More: the full row for EXXONMOBIL HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 3,728 shares 3,728 $607K 0.12% new Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,836 shares; 2025Q1: 2,747 shares; 2025Q2: 2,160 shares; 2025Q3: 2,145 shares; 2025Q4: 2,067 shares; 2026Q1: 1,975 shares; 2026Q2: 1,786 shares; 2026Q3: 1,786 shares 1,786 $603K 0.12% 0 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,219 shares; 2025Q1: 1,904 shares; 2025Q2: 1,209 shares; 2025Q3: 1,210 shares; 2025Q4: 953 shares; 2026Q1: 953 shares; 2026Q2: 1,715 shares; 2026Q3: 1,707 shares 1,707 $600K 0.12% -8 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; 2024Q4: 640 shares; 2025Q1: 811 shares; 2025Q2: 657 shares; 2025Q3: 657 shares; 2025Q4: 660 shares; 2026Q1: 661 shares; 2026Q2: 810 shares; 2026Q3: 786 shares 786 $570K 0.12% -24 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,202 shares; 2025Q1: 3,214 shares; 2025Q2: 3,225 shares; 2025Q3: 3,239 shares; 2025Q4: 3,255 shares; 2026Q1: 3,272 shares; 2026Q2: 3,290 shares; 2026Q3: 3,307 shares 3,307 $565K 0.11% +17 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; 2024Q4: not reported; 2025Q1: 455 shares; 2025Q2: 492 shares; 2025Q3: 806 shares; 2025Q4: 698 shares; 2026Q1: 708 shares; 2026Q2: 483 shares; 2026Q3: 1,015 shares 1,015 $505K 0.1% +532 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,350 shares; 2025Q1: 2,450 shares; 2025Q2: 2,350 shares; 2025Q3: 2,350 shares; 2025Q4: 2,350 shares; 2026Q1: 2,350 shares; 2026Q2: 2,296 shares; 2026Q3: 2,296 shares 2,296 $438K 0.09% 0 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; 2024Q4: 4,819 shares; 2025Q1: 4,812 shares; 2025Q2: 5,441 shares; 2025Q3: 5,484 shares; 2025Q4: 5,467 shares; 2026Q1: 5,507 shares; 2026Q2: 5,419 shares; 2026Q3: 5,257 shares 5,257 $436K 0.09% -162 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 615 shares; 2025Q1: 627 shares; 2025Q2: 597 shares; 2025Q3: 582 shares; 2025Q4: 5,881 shares; 2026Q1: 5,704 shares; 2026Q2: 5,740 shares; 2026Q3: 6,001 shares 6,001 $418K 0.08% +261 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; 2024Q4: 17,638 shares; 2025Q1: 12,921 shares; 2025Q2: 9,569 shares; 2025Q3: 9,235 shares; 2025Q4: 10,333 shares; 2026Q1: 9,351 shares; 2026Q2: 9,520 shares; 2026Q3: 8,885 shares 8,885 $416K 0.08% -635 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; 2024Q4: 2,174 shares; 2025Q1: 2,178 shares; 2025Q2: 2,179 shares; 2025Q3: 2,296 shares; 2025Q4: 2,295 shares; 2026Q1: 2,477 shares; 2026Q2: 2,531 shares; 2026Q3: 2,594 shares 2,594 $409K 0.08% +63 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,181 shares; 2026Q3: 3,161 shares 3,161 $380K 0.08% -20 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,804 shares; 2025Q1: 4,725 shares; 2025Q2: 4,286 shares; 2025Q3: 2,741 shares; 2025Q4: 2,691 shares; 2026Q1: 2,692 shares; 2026Q2: 3,498 shares; 2026Q3: 3,498 shares 3,498 $364K 0.07% 0 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,110 shares; 2025Q1: 3,997 shares; 2025Q2: 4,000 shares; 2025Q3: 3,969 shares; 2025Q4: 3,789 shares; 2026Q1: 4,364 shares; 2026Q2: 4,152 shares; 2026Q3: 3,443 shares 3,443 $360K 0.07% -709 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,010 shares; 2025Q1: 2,755 shares; 2025Q2: 2,875 shares; 2025Q3: 2,860 shares; 2025Q4: 2,517 shares; 2026Q1: 2,217 shares; 2026Q2: 1,870 shares; 2026Q3: 1,799 shares 1,799 $352K 0.07% -71 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,633 shares; 2025Q1: 1,633 shares; 2025Q2: 1,272 shares; 2025Q3: 1,272 shares; 2025Q4: 1,272 shares; 2026Q1: 1,272 shares; 2026Q2: 1,272 shares; 2026Q3: 1,272 shares 1,272 $351K 0.07% 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; 2024Q4: 885 shares; 2025Q1: 1,103 shares; 2025Q2: 895 shares; 2025Q3: 907 shares; 2025Q4: 919 shares; 2026Q1: 924 shares; 2026Q2: 934 shares; 2026Q3: 939 shares 939 $333K 0.07% +5 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; 2024Q4: 890 shares; 2025Q1: 891 shares; 2025Q2: 909 shares; 2025Q3: 909 shares; 2025Q4: 881 shares; 2026Q1: 768 shares; 2026Q2: 769 shares; 2026Q3: 943 shares 943 $332K 0.07% +174 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,750 shares; 2026Q1: 2,139 shares; 2026Q2: 2,139 shares; 2026Q3: 2,139 shares 2,139 $325K 0.07% 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 883 shares; 2026Q2: 896 shares; 2026Q3: 897 shares 897 $306K 0.06% +1 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; 2024Q4: not reported; 2025Q1: 297 shares; 2025Q2: not reported; 2025Q3: 498 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 330 shares; 2026Q3: 328 shares 328 $298K 0.06% -2 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 278 shares; 2026Q3: 255 shares 255 $296K 0.06% -23 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 705 shares; 2025Q1: 649 shares; 2025Q2: 610 shares; 2025Q3: 610 shares; 2025Q4: 610 shares; 2026Q1: 610 shares; 2026Q2: 610 shares; 2026Q3: 607 shares 607 $293K 0.06% -3 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,812 shares; 2025Q1: 6,663 shares; 2025Q2: 6,650 shares; 2025Q3: 7,650 shares; 2025Q4: 6,855 shares; 2026Q1: 12,558 shares; 2026Q2: 5,135 shares; 2026Q3: 5,135 shares 5,135 $289K 0.06% 0 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,006 shares; 2026Q1: not reported; 2026Q2: 4,146 shares; 2026Q3: 4,944 shares 4,944 $285K 0.06% +798 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; 2024Q4: 3,260 shares; 2025Q1: 3,460 shares; 2025Q2: 3,260 shares; 2025Q3: 3,260 shares; 2025Q4: 3,260 shares; 2026Q1: 3,260 shares; 2026Q2: 3,015 shares; 2026Q3: 3,015 shares 3,015 $260K 0.05% 0 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; 2024Q4: 5,238 shares; 2025Q1: 5,089 shares; 2025Q2: 4,708 shares; 2025Q3: 4,719 shares; 2025Q4: 4,873 shares; 2026Q1: 4,726 shares; 2026Q2: 4,145 shares; 2026Q3: 4,087 shares 4,087 $232K 0.05% -58 Timeline ANF ABERCROMBIE & FITCH CO More: the full row for ABERCROMBIE & FITCH CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,711 shares; 2026Q3: 1,617 shares 1,617 $218K 0.04% -1,094 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; 2024Q4: not reported; 2025Q1: 3,151 shares; 2025Q2: 3,151 shares; 2025Q3: 2,674 shares; 2025Q4: 2,674 shares; 2026Q1: 2,674 shares; 2026Q2: 2,674 shares; 2026Q3: 2,674 shares 2,674 $214K 0.04% 0 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,205 shares; 2026Q3: 989 shares 989 $207K 0.04% -216 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 790 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 540 shares 540 $206K 0.04% new Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 1,225 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 768 shares 768 $203K 0.04% new Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 749 shares; 2025Q1: 735 shares; 2025Q2: 735 shares; 2025Q3: 735 shares; 2025Q4: 735 shares; 2026Q1: 736 shares; 2026Q2: 736 shares; 2026Q3: 736 shares 736 $203K 0.04% 0 Timeline