VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 158,538 shares; 2024Q4: 163,575 shares; 2025Q1: 161,926 shares; 2025Q2: 162,101 shares; 2025Q3: 163,950 shares; 2025Q4: 168,363 shares; 2026Q1: 168,715 shares; 2026Q2: 168,994 shares 168,994 $36.8M 10.83% +279 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65,896 shares; 2024Q4: 66,592 shares; 2025Q1: 62,600 shares; 2025Q2: 62,951 shares; 2025Q3: 63,569 shares; 2025Q4: 63,645 shares; 2026Q1: 64,370 shares; 2026Q2: 394,862 shares 394,862 $34M 10% +330,492 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: 253,433 shares; 2024Q4: 257,836 shares; 2025Q1: 261,567 shares; 2025Q2: 277,185 shares; 2025Q3: 292,561 shares; 2025Q4: 306,771 shares; 2026Q1: 324,323 shares; 2026Q2: 333,534 shares 333,534 $23.8M 6.99% +9,211 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: 16,262 shares; 2024Q4: 16,145 shares; 2025Q1: 15,390 shares; 2025Q2: 15,234 shares; 2025Q3: 15,238 shares; 2025Q4: 15,185 shares; 2026Q1: 15,242 shares; 2026Q2: 15,295 shares 15,295 $11.3M 3.31% +53 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63,361 shares; 2024Q4: 294,725 shares; 2025Q1: 289,251 shares; 2025Q2: 294,260 shares; 2025Q3: 295,751 shares; 2025Q4: 299,442 shares; 2026Q1: 301,188 shares; 2026Q2: 306,809 shares 306,809 $10.4M 3.05% +5,621 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: 29,466 shares; 2024Q4: 30,050 shares; 2025Q1: 29,825 shares; 2025Q2: 30,039 shares; 2025Q3: 30,988 shares; 2025Q4: 31,443 shares; 2026Q1: 31,650 shares; 2026Q2: 126,727 shares 126,727 $10.2M 3% +95,077 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: 44,697 shares; 2024Q4: 45,109 shares; 2025Q1: 42,752 shares; 2025Q2: 42,097 shares; 2025Q3: 41,756 shares; 2025Q4: 41,852 shares; 2026Q1: 40,752 shares; 2026Q2: 40,709 shares 40,709 $9.63M 2.83% -43 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: 12,834 shares; 2024Q4: 12,923 shares; 2025Q1: 12,522 shares; 2025Q2: 11,903 shares; 2025Q3: 12,363 shares; 2025Q4: 12,603 shares; 2026Q1: 13,090 shares; 2026Q2: 13,246 shares 13,246 $9.1M 2.67% +156 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: 96,218 shares; 2024Q4: 219,561 shares; 2025Q1: 231,821 shares; 2025Q2: 228,067 shares; 2025Q3: 236,259 shares; 2025Q4: 251,663 shares; 2026Q1: 258,327 shares; 2026Q2: 263,304 shares 263,304 $7.29M 2.14% +4,977 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: 52,976 shares; 2024Q4: 60,987 shares; 2025Q1: 62,445 shares; 2025Q2: 68,672 shares; 2025Q3: 71,923 shares; 2025Q4: 73,665 shares; 2026Q1: 75,005 shares; 2026Q2: 78,752 shares 78,752 $6.73M 1.98% +3,747 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: 15,158 shares; 2024Q4: 15,583 shares; 2025Q1: 90,430 shares; 2025Q2: 91,635 shares; 2025Q3: 94,667 shares; 2025Q4: 102,589 shares; 2026Q1: 107,578 shares; 2026Q2: 110,483 shares 110,483 $6.59M 1.94% +2,905 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,802 shares; 2024Q4: 27,840 shares; 2025Q1: 27,890 shares; 2025Q2: 27,125 shares; 2025Q3: 26,361 shares; 2025Q4: 25,280 shares; 2026Q1: 25,733 shares; 2026Q2: 26,457 shares 26,457 $5.81M 1.71% +724 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,314 shares; 2024Q4: 128,713 shares; 2025Q1: 137,043 shares; 2025Q2: 140,145 shares; 2025Q3: 141,973 shares; 2025Q4: 149,899 shares; 2026Q1: 158,880 shares; 2026Q2: 163,018 shares 163,018 $5.67M 1.67% +4,138 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: 17,572 shares; 2024Q4: 17,942 shares; 2025Q1: 16,565 shares; 2025Q2: 16,808 shares; 2025Q3: 17,687 shares; 2025Q4: 17,858 shares; 2026Q1: 18,059 shares; 2026Q2: 18,416 shares 18,416 $5.58M 1.64% +357 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,985 shares; 2024Q4: 25,080 shares; 2025Q1: 33,563 shares; 2025Q2: 37,767 shares; 2025Q3: 41,746 shares; 2025Q4: 45,969 shares; 2026Q1: 53,076 shares; 2026Q2: 53,572 shares 53,572 $5.07M 1.49% +496 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: 13,154 shares; 2024Q4: 15,763 shares; 2025Q1: 15,352 shares; 2025Q2: 11,727 shares; 2025Q3: 11,727 shares; 2025Q4: 18,293 shares; 2026Q1: 17,114 shares; 2026Q2: 17,138 shares 17,138 $4.96M 1.46% +24 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,959 shares; 2024Q4: 12,772 shares; 2025Q1: 12,678 shares; 2025Q2: 12,519 shares; 2025Q3: 12,780 shares; 2025Q4: 12,839 shares; 2026Q1: 13,004 shares; 2026Q2: 13,156 shares 13,156 $4.81M 1.41% +152 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 76,074 shares; 2024Q4: 80,621 shares; 2025Q1: 82,110 shares; 2025Q2: 83,911 shares; 2025Q3: 84,979 shares; 2025Q4: 91,744 shares; 2026Q1: 93,351 shares; 2026Q2: 95,167 shares 95,167 $4.72M 1.39% +1,816 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,834 shares; 2024Q4: 17,978 shares; 2025Q1: 17,818 shares; 2025Q2: 16,456 shares; 2025Q3: 16,947 shares; 2025Q4: 16,971 shares; 2026Q1: 17,697 shares; 2026Q2: 18,114 shares 18,114 $4.4M 1.29% +417 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: 31,927 shares; 2024Q4: 115,235 shares; 2025Q1: 116,097 shares; 2025Q2: 113,167 shares; 2025Q3: 113,713 shares; 2025Q4: 118,524 shares; 2026Q1: 120,471 shares; 2026Q2: 125,438 shares 125,438 $3.9M 1.15% +4,967 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 76,887 shares; 2024Q4: 80,804 shares; 2025Q1: 77,667 shares; 2025Q2: 75,782 shares; 2025Q3: 76,001 shares; 2025Q4: 75,526 shares; 2026Q1: 74,393 shares; 2026Q2: 72,757 shares 72,757 $3.9M 1.15% -1,636 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: 5,563 shares; 2024Q4: 5,472 shares; 2025Q1: 5,474 shares; 2025Q2: 5,137 shares; 2025Q3: 5,138 shares; 2025Q4: 5,139 shares; 2026Q1: 5,140 shares; 2026Q2: 5,131 shares 5,131 $3.83M 1.13% -9 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: 26,242 shares; 2024Q4: 121,551 shares; 2025Q1: 126,577 shares; 2025Q2: 115,721 shares; 2025Q3: 114,066 shares; 2025Q4: 118,667 shares; 2026Q1: 119,454 shares; 2026Q2: 120,114 shares 120,114 $3.81M 1.12% +660 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,368 shares; 2024Q4: 33,249 shares; 2025Q1: 34,991 shares; 2025Q2: 36,227 shares; 2025Q3: 42,649 shares; 2025Q4: 49,547 shares; 2026Q1: 52,367 shares; 2026Q2: 78,372 shares 78,372 $3.7M 1.09% +26,005 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,591 shares; 2024Q4: 38,971 shares; 2025Q1: 39,288 shares; 2025Q2: 44,010 shares; 2025Q3: 44,765 shares; 2025Q4: 46,198 shares; 2026Q1: 46,939 shares; 2026Q2: 48,045 shares 48,045 $3.68M 1.08% +1,106 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: 22,632 shares; 2024Q4: 22,796 shares; 2025Q1: 23,103 shares; 2025Q2: 23,598 shares; 2025Q3: 23,638 shares; 2025Q4: 23,198 shares; 2026Q1: 23,231 shares; 2026Q2: 23,252 shares 23,252 $3.67M 1.08% +21 Timeline FENI 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,092 shares; 2025Q3: 64,610 shares; 2025Q4: 69,919 shares; 2026Q1: 79,823 shares; 2026Q2: 88,115 shares 88,115 $3.54M 1.04% +8,292 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: 15,507 shares; 2024Q4: 16,165 shares; 2025Q1: 15,258 shares; 2025Q2: 14,740 shares; 2025Q3: 14,367 shares; 2025Q4: 14,357 shares; 2026Q1: 14,665 shares; 2026Q2: 14,046 shares 14,046 $3.46M 1.02% -619 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: 34,519 shares; 2024Q4: 39,525 shares; 2025Q1: 40,324 shares; 2025Q2: 40,638 shares; 2025Q3: 40,755 shares; 2025Q4: 41,629 shares; 2026Q1: 42,826 shares; 2026Q2: 45,860 shares 45,860 $3.37M 0.99% +3,034 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: 5,999 shares; 2024Q4: 5,677 shares; 2025Q1: 4,930 shares; 2025Q2: 4,921 shares; 2025Q3: 4,927 shares; 2025Q4: 4,871 shares; 2026Q1: 4,863 shares; 2026Q2: 4,455 shares 4,455 $3.34M 0.98% -408 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,214 shares; 2024Q4: 12,084 shares; 2025Q1: 13,137 shares; 2025Q2: 13,635 shares; 2025Q3: 16,656 shares; 2025Q4: 18,307 shares; 2026Q1: 27,358 shares; 2026Q2: 28,092 shares 28,092 $3.3M 0.97% +734 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,282 shares; 2024Q4: 23,503 shares; 2025Q1: 23,503 shares; 2025Q2: 23,654 shares; 2025Q3: 23,667 shares; 2025Q4: 23,885 shares; 2026Q1: 24,264 shares; 2026Q2: 24,438 shares 24,438 $2.36M 0.69% +174 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,634 shares; 2024Q4: 11,690 shares; 2025Q1: 11,690 shares; 2025Q2: 11,690 shares; 2025Q3: 11,690 shares; 2025Q4: 11,713 shares; 2026Q1: 11,729 shares; 2026Q2: 11,742 shares 11,742 $2.35M 0.69% +13 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: 23,684 shares; 2024Q4: 24,489 shares; 2025Q1: 24,502 shares; 2025Q2: 24,529 shares; 2025Q3: 25,419 shares; 2025Q4: 25,541 shares; 2026Q1: 26,527 shares; 2026Q2: 26,617 shares 26,617 $2.23M 0.66% +90 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: 5,425 shares; 2024Q4: 5,425 shares; 2025Q1: 5,425 shares; 2025Q2: 5,425 shares; 2025Q3: 5,622 shares; 2025Q4: 9,622 shares; 2026Q1: 9,316 shares; 2026Q2: 9,329 shares 9,329 $2.22M 0.65% +13 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: 18,800 shares; 2024Q4: 56,522 shares; 2025Q1: 55,894 shares; 2025Q2: 51,265 shares; 2025Q3: 51,556 shares; 2025Q4: 54,831 shares; 2026Q1: 58,928 shares; 2026Q2: 59,738 shares 59,738 $2.2M 0.65% +810 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: 7,206 shares; 2024Q4: 7,234 shares; 2025Q1: 7,701 shares; 2025Q2: 7,703 shares; 2025Q3: 7,706 shares; 2025Q4: 7,709 shares; 2026Q1: 7,712 shares; 2026Q2: 7,716 shares 7,716 $2.17M 0.64% +4 Timeline QQQE DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,689 shares; 2024Q4: 15,709 shares; 2025Q1: 15,531 shares; 2025Q2: 15,534 shares; 2025Q3: 15,468 shares; 2025Q4: 15,486 shares; 2026Q1: 15,577 shares; 2026Q2: 16,010 shares 16,010 $1.95M 0.57% +433 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,090 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,440 shares; 2026Q1: 5,440 shares; 2026Q2: 5,440 shares 5,440 $1.94M 0.57% 0 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,874 shares; 2024Q4: 37,934 shares; 2025Q1: 31,961 shares; 2025Q2: 30,375 shares; 2025Q3: 30,404 shares; 2025Q4: 30,499 shares; 2026Q1: 30,383 shares; 2026Q2: 30,403 shares 30,403 $1.92M 0.56% +20 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: 1,064 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,389 shares; 2026Q1: 5,389 shares; 2026Q2: 5,389 shares 5,389 $1.9M 0.56% 0 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: 20,016 shares; 2024Q4: 24,600 shares; 2025Q1: 22,309 shares; 2025Q2: 23,323 shares; 2025Q3: 26,312 shares; 2025Q4: 31,571 shares; 2026Q1: 35,271 shares; 2026Q2: 35,399 shares 35,399 $1.87M 0.55% +128 Timeline FELG 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,702 shares; 2026Q1: 8,511 shares; 2026Q2: 38,802 shares 38,802 $1.7M 0.5% +30,291 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: 7,383 shares; 2024Q4: 9,922 shares; 2025Q1: 10,590 shares; 2025Q2: 13,116 shares; 2025Q3: 14,007 shares; 2025Q4: 15,319 shares; 2026Q1: 18,583 shares; 2026Q2: 20,031 shares 20,031 $1.69M 0.5% +1,448 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,094 shares; 2024Q4: 3,998 shares; 2025Q1: 4,099 shares; 2025Q2: 4,102 shares; 2025Q3: 4,919 shares; 2025Q4: 4,932 shares; 2026Q1: 4,941 shares; 2026Q2: 5,014 shares 5,014 $1.54M 0.45% +73 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,191 shares; 2024Q4: 5,638 shares; 2025Q1: 5,825 shares; 2025Q2: 4,838 shares; 2025Q3: 6,248 shares; 2025Q4: 6,306 shares; 2026Q1: 7,008 shares; 2026Q2: 7,427 shares 7,427 $1.47M 0.43% +419 Timeline TCAF 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: 30,618 shares; 2024Q4: 35,827 shares; 2025Q1: 34,769 shares; 2025Q2: 34,804 shares; 2025Q3: 34,770 shares; 2025Q4: 34,981 shares; 2026Q1: 35,047 shares; 2026Q2: 34,612 shares 34,612 $1.42M 0.42% -435 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: 9,626 shares; 2024Q4: 9,636 shares; 2025Q1: 9,644 shares; 2025Q2: 9,154 shares; 2025Q3: 9,156 shares; 2025Q4: 9,156 shares; 2026Q1: 9,156 shares; 2026Q2: 9,156 shares 9,156 $1.39M 0.41% 0 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,074 shares; 2024Q4: 4,282 shares; 2025Q1: 3,655 shares; 2025Q2: 3,392 shares; 2025Q3: 3,393 shares; 2025Q4: 6,785 shares; 2026Q1: 7,096 shares; 2026Q2: 7,097 shares 7,097 $1.35M 0.4% +1 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: 490 shares; 2024Q4: 490 shares; 2025Q1: 1,123 shares; 2025Q2: 1,123 shares; 2025Q3: 1,123 shares; 2025Q4: 1,123 shares; 2026Q1: 1,123 shares; 2026Q2: 1,124 shares 1,124 $1.35M 0.4% +1 Timeline CGIE CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL 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: 24,357 shares; 2026Q1: 35,190 shares; 2026Q2: 35,573 shares 35,573 $1.31M 0.38% +383 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,380 shares; 2024Q4: 5,382 shares; 2025Q1: 5,383 shares; 2025Q2: 5,383 shares; 2025Q3: 5,386 shares; 2025Q4: 5,386 shares; 2026Q1: 5,386 shares; 2026Q2: 5,386 shares 5,386 $1.31M 0.38% 0 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: 2,853 shares; 2024Q4: 3,263 shares; 2025Q1: 3,415 shares; 2025Q2: 3,271 shares; 2025Q3: 3,352 shares; 2025Q4: 3,603 shares; 2026Q1: 3,757 shares; 2026Q2: 4,204 shares 4,204 $1.26M 0.37% +447 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: 3,051 shares; 2024Q4: 3,124 shares; 2025Q1: 3,124 shares; 2025Q2: 3,124 shares; 2025Q3: 3,174 shares; 2025Q4: 3,190 shares; 2026Q1: 3,335 shares; 2026Q2: 3,387 shares 3,387 $1.25M 0.37% +52 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,500 shares; 2024Q4: 13,790 shares; 2025Q1: 13,502 shares; 2025Q2: 12,519 shares; 2025Q3: 12,129 shares; 2025Q4: 12,258 shares; 2026Q1: 12,418 shares; 2026Q2: 12,993 shares 12,993 $1.25M 0.37% +575 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,767 shares; 2024Q4: 2,842 shares; 2025Q1: 2,842 shares; 2025Q2: 2,842 shares; 2025Q3: 2,842 shares; 2025Q4: 3,200 shares; 2026Q1: 3,200 shares; 2026Q2: 3,213 shares 3,213 $1.2M 0.35% +13 Timeline TBIL RBB FD INC More: the full row for RBB FD 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: 13,905 shares; 2025Q4: 15,791 shares; 2026Q1: 21,838 shares; 2026Q2: 23,892 shares 23,892 $1.19M 0.35% +2,054 Timeline VIGI 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: 11,593 shares; 2024Q4: 11,607 shares; 2025Q1: 11,634 shares; 2025Q2: 11,670 shares; 2025Q3: 11,638 shares; 2025Q4: 11,698 shares; 2026Q1: 12,175 shares; 2026Q2: 12,568 shares 12,568 $1.17M 0.35% +393 Timeline MOAT 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: 12,629 shares; 2024Q4: 13,331 shares; 2025Q1: 12,573 shares; 2025Q2: 12,203 shares; 2025Q3: 11,173 shares; 2025Q4: 11,305 shares; 2026Q1: 11,307 shares; 2026Q2: 11,238 shares 11,238 $1.17M 0.34% -69 Timeline SHY 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: 3,395 shares; 2025Q4: 3,431 shares; 2026Q1: 13,412 shares; 2026Q2: 14,113 shares 14,113 $1.16M 0.34% +701 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,754 shares; 2024Q4: 9,901 shares; 2025Q1: 10,242 shares; 2025Q2: 10,900 shares; 2025Q3: 16,033 shares; 2025Q4: 18,463 shares; 2026Q1: 23,224 shares; 2026Q2: 23,487 shares 23,487 $1.16M 0.34% +263 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,420 shares; 2024Q4: 4,313 shares; 2025Q1: 4,313 shares; 2025Q2: 4,313 shares; 2025Q3: 4,313 shares; 2025Q4: 4,313 shares; 2026Q1: 4,313 shares; 2026Q2: 4,313 shares 4,313 $1.09M 0.32% 0 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: 11,966 shares; 2024Q4: 26,079 shares; 2025Q1: 27,297 shares; 2025Q2: 28,732 shares; 2025Q3: 27,347 shares; 2025Q4: 28,177 shares; 2026Q1: 28,838 shares; 2026Q2: 29,866 shares 29,866 $1.08M 0.32% +1,028 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,418 shares; 2025Q4: 9,052 shares; 2026Q1: 10,212 shares; 2026Q2: 12,990 shares 12,990 $1.07M 0.31% +2,778 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,221 shares; 2024Q4: 2,260 shares; 2025Q1: 2,247 shares; 2025Q2: 1,502 shares; 2025Q3: 1,503 shares; 2025Q4: 1,504 shares; 2026Q1: 1,505 shares; 2026Q2: 1,505 shares 1,505 $1.06M 0.31% 0 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,441 shares; 2024Q4: 13,524 shares; 2025Q1: 13,524 shares; 2025Q2: 13,552 shares; 2025Q3: 13,552 shares; 2025Q4: 13,552 shares; 2026Q1: 13,552 shares; 2026Q2: 13,552 shares 13,552 $1.03M 0.3% 0 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: 10,387 shares; 2024Q4: 11,925 shares; 2025Q1: 12,591 shares; 2025Q2: 12,629 shares; 2025Q3: 12,668 shares; 2025Q4: 12,791 shares; 2026Q1: 12,817 shares; 2026Q2: 12,921 shares 12,921 $996K 0.29% +104 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: 2,555 shares; 2024Q4: 2,398 shares; 2025Q1: 2,398 shares; 2025Q2: 1,951 shares; 2025Q3: 1,951 shares; 2025Q4: 1,951 shares; 2026Q1: 1,951 shares; 2026Q2: 1,954 shares 1,954 $978K 0.29% +3 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,099 shares; 2024Q4: 6,111 shares; 2025Q1: 6,121 shares; 2025Q2: 6,134 shares; 2025Q3: 6,146 shares; 2025Q4: 6,162 shares; 2026Q1: 6,173 shares; 2026Q2: 6,184 shares 6,184 $967K 0.28% +11 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: 805 shares; 2026Q1: 805 shares; 2026Q2: 807 shares 807 $932K 0.27% +2 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,868 shares; 2024Q4: 5,832 shares; 2025Q1: 5,832 shares; 2025Q2: 5,832 shares; 2025Q3: 5,832 shares; 2025Q4: 5,832 shares; 2026Q1: 5,832 shares; 2026Q2: 6,005 shares 6,005 $927K 0.27% +173 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: 3,489 shares; 2024Q4: 3,507 shares; 2025Q1: 3,520 shares; 2025Q2: 3,578 shares; 2025Q3: 3,591 shares; 2025Q4: 3,606 shares; 2026Q1: 3,617 shares; 2026Q2: 3,627 shares 3,627 $879K 0.26% +10 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: 6,033 shares; 2025Q2: 6,033 shares; 2025Q3: 6,033 shares; 2025Q4: 6,033 shares; 2026Q1: 6,033 shares; 2026Q2: 6,036 shares 6,036 $873K 0.26% +3 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: 1,795 shares; 2024Q4: 1,796 shares; 2025Q1: 1,790 shares; 2025Q2: 1,792 shares; 2025Q3: 1,793 shares; 2025Q4: 1,794 shares; 2026Q1: 1,720 shares; 2026Q2: 6,883 shares 6,883 $855K 0.25% +5,163 Timeline VDIG VANGUARD WELLESLEY INCOME FD More: the full row for VANGUARD WELLESLEY INCOME FD 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: 11,308 shares 11,308 $706K 0.21% new Timeline FNDA 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: 8,515 shares; 2024Q4: 17,040 shares; 2025Q1: 17,818 shares; 2025Q2: 18,241 shares; 2025Q3: 18,246 shares; 2025Q4: 18,284 shares; 2026Q1: 18,299 shares; 2026Q2: 18,319 shares 18,319 $697K 0.21% +20 Timeline VOX 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: 2,833 shares; 2024Q4: 2,838 shares; 2025Q1: 2,808 shares; 2025Q2: 2,905 shares; 2025Q3: 3,372 shares; 2025Q4: 3,292 shares; 2026Q1: 3,302 shares; 2026Q2: 3,525 shares 3,525 $648K 0.19% +223 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: 2,190 shares; 2024Q4: 2,175 shares; 2025Q1: 2,131 shares; 2025Q2: 2,131 shares; 2025Q3: 2,131 shares; 2025Q4: 2,131 shares; 2026Q1: 2,131 shares; 2026Q2: 2,132 shares 2,132 $635K 0.19% +1 Timeline PPH 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: 4,566 shares; 2024Q4: 4,608 shares; 2025Q1: 4,608 shares; 2025Q2: 4,636 shares; 2025Q3: 4,668 shares; 2025Q4: 5,698 shares; 2026Q1: 5,698 shares; 2026Q2: 5,745 shares 5,745 $628K 0.18% +47 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,990 shares; 2024Q4: 1,992 shares; 2025Q1: 1,993 shares; 2025Q2: 1,942 shares; 2025Q3: 1,901 shares; 2025Q4: 2,064 shares; 2026Q1: 2,066 shares; 2026Q2: 2,067 shares 2,067 $621K 0.18% +1 Timeline FELV 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,579 shares; 2026Q1: 9,016 shares; 2026Q2: 15,273 shares 15,273 $612K 0.18% +6,257 Timeline IHAK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,596 shares; 2024Q4: 8,691 shares; 2025Q1: 8,365 shares; 2025Q2: 6,747 shares; 2025Q3: 6,747 shares; 2025Q4: 4,651 shares; 2026Q1: 5,255 shares; 2026Q2: 9,850 shares 9,850 $598K 0.18% +4,595 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: 12,381 shares; 2024Q4: 11,544 shares; 2025Q1: 11,544 shares; 2025Q2: 11,544 shares; 2025Q3: 11,544 shares; 2025Q4: 11,544 shares; 2026Q1: 11,544 shares; 2026Q2: 11,544 shares 11,544 $598K 0.18% 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: 6,509 shares; 2024Q4: 6,518 shares; 2025Q1: 3,942 shares; 2025Q2: 3,702 shares; 2025Q3: 3,705 shares; 2025Q4: 3,708 shares; 2026Q1: 3,711 shares; 2026Q2: 3,713 shares 3,713 $573K 0.17% +2 Timeline DFLV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,488 shares; 2024Q4: 12,549 shares; 2025Q1: 12,601 shares; 2025Q2: 12,660 shares; 2025Q3: 12,716 shares; 2025Q4: 12,766 shares; 2026Q1: 14,378 shares; 2026Q2: 14,430 shares 14,430 $571K 0.17% +52 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,074 shares; 2024Q4: 1,075 shares; 2025Q1: 1,077 shares; 2025Q2: 1,078 shares; 2025Q3: 1,079 shares; 2025Q4: 1,081 shares; 2026Q1: 1,082 shares; 2026Q2: 1,083 shares 1,083 $566K 0.17% +1 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: 5,468 shares; 2024Q4: 5,497 shares; 2025Q1: 5,583 shares; 2025Q2: 2,211 shares; 2025Q3: 2,211 shares; 2025Q4: 2,211 shares; 2026Q1: 2,211 shares; 2026Q2: 2,217 shares 2,217 $563K 0.17% +6 Timeline FHLC 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: 5,369 shares; 2024Q4: 5,390 shares; 2025Q1: 5,390 shares; 2025Q2: 5,390 shares; 2025Q3: 5,390 shares; 2025Q4: 6,752 shares; 2026Q1: 7,109 shares; 2026Q2: 7,134 shares 7,134 $551K 0.16% +25 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,501 shares; 2024Q4: 5,501 shares; 2025Q1: 5,501 shares; 2025Q2: 5,501 shares; 2025Q3: 5,501 shares; 2025Q4: 5,501 shares; 2026Q1: 5,501 shares; 2026Q2: 5,501 shares 5,501 $531K 0.16% 0 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,919 shares; 2024Q4: 6,562 shares; 2025Q1: 6,772 shares; 2025Q2: 6,775 shares; 2025Q3: 6,778 shares; 2025Q4: 5,190 shares; 2026Q1: 5,192 shares; 2026Q2: 5,194 shares 5,194 $514K 0.15% +2 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: not reported; 2026Q1: 700 shares; 2026Q2: 702 shares 702 $508K 0.15% +2 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: 3,723 shares; 2024Q4: 3,768 shares; 2025Q1: 3,818 shares; 2025Q2: 3,698 shares; 2025Q3: 3,698 shares; 2025Q4: 3,698 shares; 2026Q1: 3,698 shares; 2026Q2: 3,705 shares 3,705 $507K 0.15% +7 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,548 shares; 2024Q4: 1,548 shares; 2025Q1: 1,548 shares; 2025Q2: 948 shares; 2025Q3: 948 shares; 2025Q4: 948 shares; 2026Q1: 948 shares; 2026Q2: 948 shares 948 $483K 0.14% 0 Timeline XBI 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: 4,570 shares; 2024Q4: 3,605 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,995 shares; 2026Q1: 2,995 shares; 2026Q2: 3,023 shares 3,023 $478K 0.14% +28 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,593 shares; 2024Q4: 20,510 shares; 2025Q1: 19,719 shares; 2025Q2: 19,719 shares; 2025Q3: 19,719 shares; 2025Q4: 19,719 shares; 2026Q1: 19,719 shares; 2026Q2: 19,719 shares 19,719 $475K 0.14% 0 Timeline VGK 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: 3,047 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,619 shares; 2025Q3: 4,847 shares; 2025Q4: 4,874 shares; 2026Q1: 5,220 shares; 2026Q2: 5,262 shares 5,262 $466K 0.14% +42 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,490 shares; 2024Q4: 2,491 shares; 2025Q1: 2,434 shares; 2025Q2: 2,379 shares; 2025Q3: 2,379 shares; 2025Q4: 2,379 shares; 2026Q1: 2,379 shares; 2026Q2: 2,379 shares 2,379 $452K 0.13% 0 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,843 shares; 2025Q2: 2,322 shares; 2025Q3: 2,322 shares; 2025Q4: 2,322 shares; 2026Q1: 2,322 shares; 2026Q2: 2,326 shares 2,326 $421K 0.12% +4 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: 4,033 shares; 2024Q4: 4,042 shares; 2025Q1: 4,042 shares; 2025Q2: 4,056 shares; 2025Q3: 4,056 shares; 2025Q4: 4,070 shares; 2026Q1: 4,070 shares; 2026Q2: 4,082 shares 4,082 $420K 0.12% +12 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,089 shares; 2025Q3: 2,251 shares; 2025Q4: 2,306 shares; 2026Q1: 2,495 shares; 2026Q2: 3,170 shares 3,170 $419K 0.12% +675 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7,275 shares; 2025Q1: 8,188 shares; 2025Q2: 7,289 shares; 2025Q3: 10,848 shares; 2025Q4: 10,943 shares; 2026Q1: 10,943 shares; 2026Q2: 10,973 shares 10,973 $417K 0.12% +30 Timeline FNDE 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: 10,049 shares; 2024Q4: 10,425 shares; 2025Q1: 10,425 shares; 2025Q2: 10,427 shares; 2025Q3: 10,441 shares; 2025Q4: 10,450 shares; 2026Q1: 10,450 shares; 2026Q2: 10,451 shares 10,451 $415K 0.12% +1 Timeline NULG 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,653 shares; 2025Q4: 2,819 shares; 2026Q1: 3,493 shares; 2026Q2: 3,516 shares 3,516 $412K 0.12% +23 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: 4,918 shares; 2024Q4: 5,859 shares; 2025Q1: 5,859 shares; 2025Q2: 5,859 shares; 2025Q3: 5,859 shares; 2025Q4: 5,859 shares; 2026Q1: 6,949 shares; 2026Q2: 6,949 shares 6,949 $410K 0.12% 0 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,028 shares; 2025Q2: 2,028 shares; 2025Q3: 2,028 shares; 2025Q4: 2,028 shares; 2026Q1: 2,028 shares; 2026Q2: 2,030 shares 2,030 $407K 0.12% +2 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: 2,577 shares; 2024Q4: 2,770 shares; 2025Q1: 2,770 shares; 2025Q2: 2,770 shares; 2025Q3: 2,770 shares; 2025Q4: 2,770 shares; 2026Q1: 2,770 shares; 2026Q2: 2,777 shares 2,777 $407K 0.12% +7 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,784 shares; 2024Q4: 3,784 shares; 2025Q1: 3,784 shares; 2025Q2: 3,784 shares; 2025Q3: 3,784 shares; 2025Q4: 3,784 shares; 2026Q1: 3,784 shares; 2026Q2: 3,784 shares 3,784 $403K 0.12% 0 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,234 shares; 2024Q4: 2,236 shares; 2025Q1: 2,238 shares; 2025Q2: 2,240 shares; 2025Q3: 2,242 shares; 2025Q4: 2,245 shares; 2026Q1: 2,246 shares; 2026Q2: 2,247 shares 2,247 $401K 0.12% +1 Timeline CGCB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF 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: not reported; 2025Q4: not reported; 2026Q1: 13,415 shares; 2026Q2: 15,180 shares 15,180 $397K 0.12% +1,765 Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 14,084 shares 14,084 $385K 0.11% new Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,248 shares 4,248 $385K 0.11% new Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,524 shares; 2024Q4: 2,693 shares; 2025Q1: 2,696 shares; 2025Q2: 2,701 shares; 2025Q3: 2,705 shares; 2025Q4: 2,710 shares; 2026Q1: 2,712 shares; 2026Q2: 2,716 shares 2,716 $371K 0.11% +4 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,106 shares; 2025Q2: 1,106 shares; 2025Q3: 1,106 shares; 2025Q4: 1,106 shares; 2026Q1: 1,106 shares; 2026Q2: 1,110 shares 1,110 $363K 0.11% +4 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,021 shares; 2024Q4: 3,027 shares; 2025Q1: 3,031 shares; 2025Q2: 3,036 shares; 2025Q3: 3,040 shares; 2025Q4: 3,044 shares; 2026Q1: 3,048 shares; 2026Q2: 3,048 shares 3,048 $363K 0.11% 0 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: 2,845 shares; 2024Q4: 2,845 shares; 2025Q1: 2,845 shares; 2025Q2: 2,911 shares; 2025Q3: 2,911 shares; 2025Q4: 2,911 shares; 2026Q1: 2,911 shares; 2026Q2: 1,794 shares 1,794 $359K 0.11% -1,117 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 625 shares; 2026Q1: 625 shares; 2026Q2: 628 shares 628 $354K 0.1% +3 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,647 shares; 2024Q4: 7,647 shares; 2025Q1: 5,818 shares; 2025Q2: 5,818 shares; 2025Q3: 5,825 shares; 2025Q4: 5,825 shares; 2026Q1: 5,843 shares; 2026Q2: 5,843 shares 5,843 $344K 0.1% 0 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: 8,283 shares; 2024Q4: 8,508 shares; 2025Q1: 8,865 shares; 2025Q2: 9,119 shares; 2025Q3: 9,224 shares; 2025Q4: 9,449 shares; 2026Q1: 9,456 shares; 2026Q2: 9,472 shares 9,472 $343K 0.1% +16 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,591 shares; 2025Q4: 11,626 shares; 2026Q1: 11,660 shares; 2026Q2: 11,664 shares 11,664 $343K 0.1% +4 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,640 shares; 2025Q4: 4,911 shares; 2026Q1: 4,922 shares; 2026Q2: 4,931 shares 4,931 $342K 0.1% +9 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: 2,984 shares; 2024Q4: 2,984 shares; 2025Q1: 2,984 shares; 2025Q2: 2,984 shares; 2025Q3: 2,984 shares; 2025Q4: 2,984 shares; 2026Q1: 2,984 shares; 2026Q2: 2,994 shares 2,994 $339K 0.1% +10 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 286 shares; 2025Q4: 287 shares; 2026Q1: 349 shares; 2026Q2: 2,792 shares 2,792 $334K 0.1% +2,443 Timeline XSW 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,920 shares 1,920 $330K 0.1% new 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: 3,343 shares; 2024Q4: 3,393 shares; 2025Q1: 3,393 shares; 2025Q2: 1,218 shares; 2025Q3: 1,218 shares; 2025Q4: 1,218 shares; 2026Q1: 1,218 shares; 2026Q2: 1,220 shares 1,220 $330K 0.1% +2 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,557 shares; 2024Q4: 1,557 shares; 2025Q1: 824 shares; 2025Q2: 824 shares; 2025Q3: 824 shares; 2025Q4: 826 shares; 2026Q1: 826 shares; 2026Q2: 827 shares 827 $326K 0.1% +1 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,742 shares; 2026Q1: 2,742 shares; 2026Q2: 2,748 shares 2,748 $323K 0.09% +6 Timeline OGE OGE ENERGY CORP More: the full row for OGE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,315 shares; 2024Q4: 6,315 shares; 2025Q1: 6,315 shares; 2025Q2: 6,315 shares; 2025Q3: 6,315 shares; 2025Q4: 6,315 shares; 2026Q1: 6,315 shares; 2026Q2: 6,315 shares 6,315 $307K 0.09% 0 Timeline MGC 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: 1,018 shares; 2024Q4: 1,021 shares; 2025Q1: 1,024 shares; 2025Q2: 1,037 shares; 2025Q3: 1,040 shares; 2025Q4: 1,045 shares; 2026Q1: 1,048 shares; 2026Q2: 1,077 shares 1,077 $295K 0.09% +29 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: not reported; 2024Q4: 3,613 shares; 2025Q1: 3,613 shares; 2025Q2: 3,613 shares; 2025Q3: 3,613 shares; 2025Q4: 3,613 shares; 2026Q1: 3,613 shares; 2026Q2: 3,613 shares 3,613 $294K 0.09% 0 Timeline PABU 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: 3,474 shares; 2025Q1: 3,479 shares; 2025Q2: 3,503 shares; 2025Q3: 3,593 shares; 2025Q4: 3,606 shares; 2026Q1: 3,648 shares; 2026Q2: 3,817 shares 3,817 $291K 0.09% +169 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,648 shares; 2026Q1: 3,649 shares; 2026Q2: 3,649 shares 3,649 $284K 0.08% 0 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,413 shares; 2024Q4: 3,413 shares; 2025Q1: 3,413 shares; 2025Q2: 3,413 shares; 2025Q3: 3,413 shares; 2025Q4: 3,413 shares; 2026Q1: 3,413 shares; 2026Q2: 3,413 shares 3,413 $284K 0.08% 0 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,031 shares; 2024Q4: 7,992 shares; 2025Q1: 6,609 shares; 2025Q2: 3,761 shares; 2025Q3: 1,863 shares; 2025Q4: 1,871 shares; 2026Q1: 1,876 shares; 2026Q2: 1,883 shares 1,883 $283K 0.08% +7 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,748 shares 4,748 $247K 0.07% new Timeline NULV 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,761 shares 4,761 $238K 0.07% new Timeline IWY 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: 809 shares 809 $235K 0.07% new Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,894 shares; 2024Q4: not reported; 2025Q1: 2,737 shares; 2025Q2: 2,676 shares; 2025Q3: 2,676 shares; 2025Q4: 2,676 shares; 2026Q1: 2,676 shares; 2026Q2: 2,676 shares 2,676 $235K 0.07% 0 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,630 shares; 2025Q2: not reported; 2025Q3: 3,250 shares; 2025Q4: not reported; 2026Q1: 3,250 shares; 2026Q2: 3,253 shares 3,253 $234K 0.07% +3 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,885 shares; 2026Q2: 4,918 shares 4,918 $233K 0.07% +33 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,551 shares 1,551 $230K 0.07% new Timeline SUSC 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: 9,746 shares; 2026Q1: 9,777 shares; 2026Q2: 9,827 shares 9,827 $228K 0.07% +50 Timeline EWL ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,570 shares; 2026Q1: 3,570 shares; 2026Q2: 3,570 shares 3,570 $224K 0.07% 0 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,890 shares 1,890 $208K 0.06% new Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC 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: 562 shares 562 $208K 0.06% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 583 shares 583 $201K 0.06% new Timeline