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: 235,332 shares; 2024Q4: 234,583 shares; 2025Q1: 233,414 shares; 2025Q2: 241,727 shares; 2025Q3: 238,156 shares; 2025Q4: 240,210 shares; 2026Q1: 248,021 shares; 2026Q2: 1,544,459 shares 1,544,459 $133M 16.58% +1,296,438 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: 205,823 shares; 2024Q4: 254,595 shares; 2025Q1: 287,038 shares; 2025Q2: 288,246 shares; 2025Q3: 323,537 shares; 2025Q4: 472,420 shares; 2026Q1: 519,501 shares; 2026Q2: 606,646 shares 606,646 $66.9M 8.34% +87,145 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: 535,419 shares; 2024Q4: 564,690 shares; 2025Q1: 578,467 shares; 2025Q2: 564,240 shares; 2025Q3: 578,112 shares; 2025Q4: 593,492 shares; 2026Q1: 643,659 shares; 2026Q2: 641,058 shares 641,058 $54.8M 6.83% -2,601 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: 430,002 shares; 2024Q4: 434,967 shares; 2025Q1: 441,874 shares; 2025Q2: 456,116 shares; 2025Q3: 462,928 shares; 2025Q4: 471,838 shares; 2026Q1: 383,007 shares; 2026Q2: 341,684 shares 341,684 $54M 6.73% -41,323 Timeline VCSH 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: 316,904 shares; 2024Q4: 318,884 shares; 2025Q1: 317,159 shares; 2025Q2: 321,274 shares; 2025Q3: 352,944 shares; 2025Q4: 365,920 shares; 2026Q1: 383,662 shares; 2026Q2: 390,825 shares 390,825 $30.9M 3.85% +7,163 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: 37,629 shares; 2024Q4: 36,909 shares; 2025Q1: 34,075 shares; 2025Q2: 33,668 shares; 2025Q3: 33,456 shares; 2025Q4: 32,684 shares; 2026Q1: 32,386 shares; 2026Q2: 253,028 shares 253,028 $30.2M 3.77% +220,642 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: 254,887 shares; 2024Q4: 281,913 shares; 2025Q1: 299,142 shares; 2025Q2: 308,837 shares; 2025Q3: 316,780 shares; 2025Q4: 371,289 shares; 2026Q1: 383,389 shares; 2026Q2: 394,254 shares 394,254 $28.9M 3.61% +10,865 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100,979 shares; 2024Q4: 104,438 shares; 2025Q1: 111,471 shares; 2025Q2: 119,660 shares; 2025Q3: 125,770 shares; 2025Q4: 131,334 shares; 2026Q1: 131,200 shares; 2026Q2: 128,941 shares 128,941 $28.1M 3.5% -2,259 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: 42,706 shares; 2024Q4: 130,267 shares; 2025Q1: 128,715 shares; 2025Q2: 127,448 shares; 2025Q3: 123,185 shares; 2025Q4: 187,668 shares; 2026Q1: 684,743 shares; 2026Q2: 835,391 shares 835,391 $26.5M 3.3% +150,648 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 78,894 shares; 2024Q4: 78,815 shares; 2025Q1: 80,350 shares; 2025Q2: 88,976 shares; 2025Q3: 102,735 shares; 2025Q4: 113,956 shares; 2026Q1: 123,424 shares; 2026Q2: 128,824 shares 128,824 $21.1M 2.63% +5,400 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 191,123 shares; 2024Q4: 196,108 shares; 2025Q1: 192,895 shares; 2025Q2: 189,896 shares; 2025Q3: 188,686 shares; 2025Q4: 187,638 shares; 2026Q1: 185,764 shares; 2026Q2: 182,901 shares 182,901 $17.5M 2.18% -2,863 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 253,613 shares; 2024Q4: 247,594 shares; 2025Q1: 236,508 shares; 2025Q2: 209,523 shares; 2025Q3: 215,646 shares; 2025Q4: 206,671 shares; 2026Q1: 193,568 shares; 2026Q2: 196,065 shares 196,065 $14.8M 1.85% +2,497 Timeline VCIT 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: 201,001 shares; 2024Q4: 209,905 shares; 2025Q1: 208,182 shares; 2025Q2: 207,699 shares; 2025Q3: 197,842 shares; 2025Q4: 200,521 shares; 2026Q1: 192,316 shares; 2026Q2: 168,428 shares 168,428 $13.9M 1.73% -23,888 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: 16,725 shares; 2024Q4: 16,504 shares; 2025Q1: 16,715 shares; 2025Q2: 17,115 shares; 2025Q3: 17,683 shares; 2025Q4: 18,635 shares; 2026Q1: 18,812 shares; 2026Q2: 18,466 shares 18,466 $12.7M 1.58% -346 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: 56,217 shares; 2024Q4: 53,593 shares; 2025Q1: 51,016 shares; 2025Q2: 51,844 shares; 2025Q3: 51,029 shares; 2025Q4: 52,596 shares; 2026Q1: 52,339 shares; 2026Q2: 51,946 shares 51,946 $12.3M 1.53% -393 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: 68,883 shares; 2024Q4: 66,445 shares; 2025Q1: 63,992 shares; 2025Q2: 66,928 shares; 2025Q3: 67,787 shares; 2025Q4: 70,432 shares; 2026Q1: 70,643 shares; 2026Q2: 70,028 shares 70,028 $10.9M 1.36% -615 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: 26,259 shares; 2024Q4: 25,084 shares; 2025Q1: 23,345 shares; 2025Q2: 24,505 shares; 2025Q3: 23,055 shares; 2025Q4: 22,655 shares; 2026Q1: 22,484 shares; 2026Q2: 87,289 shares 87,289 $10.8M 1.35% +64,805 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: 114,817 shares; 2024Q4: 119,626 shares; 2025Q1: 109,344 shares; 2025Q2: 113,433 shares; 2025Q3: 114,346 shares; 2025Q4: 117,508 shares; 2026Q1: 120,379 shares; 2026Q2: 124,748 shares 124,748 $9.72M 1.21% +4,369 Timeline BIL 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: 3,902 shares; 2024Q4: 4,020 shares; 2025Q1: 3,395 shares; 2025Q2: 3,230 shares; 2025Q3: 2,902 shares; 2025Q4: 79,402 shares; 2026Q1: 78,013 shares; 2026Q2: 99,007 shares 99,007 $9.07M 1.13% +20,994 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 103,936 shares; 2024Q4: 114,503 shares; 2025Q1: 112,771 shares; 2025Q2: 115,740 shares; 2025Q3: 125,128 shares; 2025Q4: 131,912 shares; 2026Q1: 169,803 shares; 2026Q2: 179,052 shares 179,052 $8.99M 1.12% +9,249 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: 32,275 shares; 2024Q4: 33,009 shares; 2025Q1: 34,313 shares; 2025Q2: 34,440 shares; 2025Q3: 34,948 shares; 2025Q4: 35,980 shares; 2026Q1: 36,970 shares; 2026Q2: 36,641 shares 36,641 $8.9M 1.11% -329 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: 24,882 shares; 2024Q4: 25,057 shares; 2025Q1: 24,150 shares; 2025Q2: 24,469 shares; 2025Q3: 23,761 shares; 2025Q4: 24,585 shares; 2026Q1: 26,925 shares; 2026Q2: 26,615 shares 26,615 $8.07M 1.01% -310 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: 10,149 shares; 2024Q4: 9,692 shares; 2025Q1: 9,250 shares; 2025Q2: 9,140 shares; 2025Q3: 8,983 shares; 2025Q4: 9,286 shares; 2026Q1: 9,741 shares; 2026Q2: 9,837 shares 9,837 $7.24M 0.9% +96 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: 27,849 shares; 2024Q4: 27,680 shares; 2025Q1: 27,830 shares; 2025Q2: 27,826 shares; 2025Q3: 26,017 shares; 2025Q4: 24,485 shares; 2026Q1: 24,741 shares; 2026Q2: 23,758 shares 23,758 $7.1M 0.89% -983 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: 78,770 shares; 2024Q4: 82,319 shares; 2025Q1: 83,243 shares; 2025Q2: 81,185 shares; 2025Q3: 76,716 shares; 2025Q4: 77,365 shares; 2026Q1: 77,992 shares; 2026Q2: 80,017 shares 80,017 $6.59M 0.82% +2,025 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: 30,481 shares; 2024Q4: 31,321 shares; 2025Q1: 29,551 shares; 2025Q2: 29,218 shares; 2025Q3: 23,795 shares; 2025Q4: 23,577 shares; 2026Q1: 22,137 shares; 2026Q2: 21,636 shares 21,636 $6.26M 0.78% -501 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: 40,640 shares; 2024Q4: 40,479 shares; 2025Q1: 42,045 shares; 2025Q2: 43,242 shares; 2025Q3: 41,922 shares; 2025Q4: 45,293 shares; 2026Q1: 46,625 shares; 2026Q2: 47,053 shares 47,053 $6.22M 0.78% +428 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: 16,397 shares; 2024Q4: 16,913 shares; 2025Q1: 17,493 shares; 2025Q2: 18,291 shares; 2025Q3: 16,863 shares; 2025Q4: 17,051 shares; 2026Q1: 17,758 shares; 2026Q2: 71,920 shares 71,920 $5.79M 0.72% +54,162 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: 54,522 shares; 2024Q4: 56,995 shares; 2025Q1: 60,903 shares; 2025Q2: 66,340 shares; 2025Q3: 61,244 shares; 2025Q4: 59,746 shares; 2026Q1: 59,363 shares; 2026Q2: 54,317 shares 54,317 $5.24M 0.65% -5,046 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: 10,789 shares; 2024Q4: 10,476 shares; 2025Q1: 13,310 shares; 2025Q2: 13,477 shares; 2025Q3: 13,374 shares; 2025Q4: 13,320 shares; 2026Q1: 13,698 shares; 2026Q2: 13,481 shares 13,481 $4.99M 0.62% -217 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; 2024Q3: 66,904 shares; 2024Q4: 74,065 shares; 2025Q1: 70,509 shares; 2025Q2: 70,038 shares; 2025Q3: 69,458 shares; 2025Q4: 74,371 shares; 2026Q1: 79,357 shares; 2026Q2: 81,101 shares 81,101 $4.72M 0.59% +1,744 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 90,521 shares; 2024Q4: 92,120 shares; 2025Q1: 89,363 shares; 2025Q2: 87,996 shares; 2025Q3: 83,926 shares; 2025Q4: 85,339 shares; 2026Q1: 85,101 shares; 2026Q2: 94,329 shares 94,329 $4.35M 0.54% +9,228 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: 2,566 shares; 2024Q4: 2,566 shares; 2025Q1: 2,666 shares; 2025Q2: 2,637 shares; 2025Q3: 2,963 shares; 2025Q4: 4,130 shares; 2026Q1: 12,349 shares; 2026Q2: 11,953 shares 11,953 $4.22M 0.53% -396 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: 11,888 shares; 2024Q4: 12,461 shares; 2025Q1: 11,760 shares; 2025Q2: 12,432 shares; 2025Q3: 11,992 shares; 2025Q4: 12,700 shares; 2026Q1: 13,213 shares; 2026Q2: 13,586 shares 13,586 $4.16M 0.52% +373 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: 18,891 shares; 2024Q4: 19,236 shares; 2025Q1: 18,845 shares; 2025Q2: 18,990 shares; 2025Q3: 18,584 shares; 2025Q4: 18,525 shares; 2026Q1: 18,818 shares; 2026Q2: 19,039 shares 19,039 $3.76M 0.47% +221 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,805 shares; 2024Q4: 52,053 shares; 2025Q1: 49,386 shares; 2025Q2: 49,331 shares; 2025Q3: 48,448 shares; 2025Q4: 49,730 shares; 2026Q1: 49,303 shares; 2026Q2: 48,922 shares 48,922 $3.75M 0.47% -381 Timeline VPU 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: 4,331 shares; 2024Q4: 4,638 shares; 2025Q1: 7,362 shares; 2025Q2: 19,705 shares; 2025Q3: 18,732 shares; 2025Q4: 18,674 shares; 2026Q1: 18,724 shares; 2026Q2: 17,610 shares 17,610 $3.45M 0.43% -1,114 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: 3,983 shares; 2024Q4: 3,949 shares; 2025Q1: 3,968 shares; 2025Q2: 3,978 shares; 2025Q3: 3,987 shares; 2025Q4: 4,117 shares; 2026Q1: 4,342 shares; 2026Q2: 4,533 shares 4,533 $3.39M 0.42% +191 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,480 shares; 2024Q4: 9,720 shares; 2025Q1: 8,022 shares; 2025Q2: 8,483 shares; 2025Q3: 7,738 shares; 2025Q4: 10,122 shares; 2026Q1: 9,628 shares; 2026Q2: 8,848 shares 8,848 $3.16M 0.39% -780 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,267 shares; 2024Q4: 6,257 shares; 2025Q1: 6,478 shares; 2025Q2: 6,762 shares; 2025Q3: 7,048 shares; 2025Q4: 8,805 shares; 2026Q1: 8,884 shares; 2026Q2: 8,014 shares 8,014 $2.99M 0.37% -870 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,799 shares; 2024Q4: 17,029 shares; 2025Q1: 16,604 shares; 2025Q2: 17,988 shares; 2025Q3: 17,328 shares; 2025Q4: 17,143 shares; 2026Q1: 17,193 shares; 2026Q2: 17,387 shares 17,387 $2.85M 0.35% +194 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,980 shares; 2024Q4: 27,140 shares; 2025Q1: 25,093 shares; 2025Q2: 25,093 shares; 2025Q3: 23,895 shares; 2025Q4: 24,100 shares; 2026Q1: 25,080 shares; 2026Q2: 26,230 shares 26,230 $2.82M 0.35% +1,150 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC 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: 14,790 shares 14,790 $2.8M 0.35% new Timeline SCHP 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: 42,225 shares; 2024Q4: 91,749 shares; 2025Q1: 88,203 shares; 2025Q2: 84,829 shares; 2025Q3: 87,350 shares; 2025Q4: 93,470 shares; 2026Q1: 96,957 shares; 2026Q2: 99,176 shares 99,176 $2.63M 0.33% +2,219 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: 17,330 shares; 2024Q4: 16,255 shares; 2025Q1: 14,218 shares; 2025Q2: 14,475 shares; 2025Q3: 11,572 shares; 2025Q4: 11,855 shares; 2026Q1: 10,836 shares; 2026Q2: 10,784 shares 10,784 $2.57M 0.32% -52 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: 56,367 shares; 2024Q4: 55,126 shares; 2025Q1: 45,322 shares; 2025Q2: 35,378 shares; 2025Q3: 33,687 shares; 2025Q4: 50,886 shares; 2026Q1: 48,999 shares; 2026Q2: 42,452 shares 42,452 $2.53M 0.32% -6,547 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,571 shares; 2024Q4: 2,551 shares; 2025Q1: 3,041 shares; 2025Q2: 2,541 shares; 2025Q3: 2,471 shares; 2025Q4: 2,471 shares; 2026Q1: 2,449 shares; 2026Q2: 2,267 shares 2,267 $2.41M 0.3% -182 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,129 shares; 2024Q4: 7,079 shares; 2025Q1: 6,813 shares; 2025Q2: 6,636 shares; 2025Q3: 6,693 shares; 2025Q4: 7,093 shares; 2026Q1: 6,883 shares; 2026Q2: 6,301 shares 6,301 $2.32M 0.29% -582 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,400 shares; 2024Q4: 11,746 shares; 2025Q1: 11,509 shares; 2025Q2: 11,843 shares; 2025Q3: 10,236 shares; 2025Q4: 12,478 shares; 2026Q1: 12,322 shares; 2026Q2: 12,257 shares 12,257 $2.31M 0.29% -65 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: 13,589 shares; 2024Q4: 13,512 shares; 2025Q1: 13,071 shares; 2025Q2: 13,377 shares; 2025Q3: 12,836 shares; 2025Q4: 12,820 shares; 2026Q1: 12,888 shares; 2026Q2: 12,559 shares 12,559 $2.24M 0.28% -329 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: 12,795 shares; 2024Q4: 12,250 shares; 2025Q1: 12,818 shares; 2025Q2: 11,888 shares; 2025Q3: 12,308 shares; 2025Q4: 24,150 shares; 2026Q1: 24,218 shares; 2026Q2: 24,312 shares 24,312 $2.15M 0.27% +94 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: 2,319 shares; 2024Q4: 2,119 shares; 2025Q1: 1,653 shares; 2025Q2: 1,918 shares; 2025Q3: 1,923 shares; 2025Q4: 13,244 shares; 2026Q1: 10,494 shares; 2026Q2: 10,494 shares 10,494 $2M 0.25% 0 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,123 shares; 2024Q4: 14,944 shares; 2025Q1: 15,215 shares; 2025Q2: 12,789 shares; 2025Q3: 12,791 shares; 2025Q4: 12,792 shares; 2026Q1: 12,942 shares; 2026Q2: 13,257 shares 13,257 $1.89M 0.24% +315 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,442 shares; 2024Q4: 19,954 shares; 2025Q1: 19,126 shares; 2025Q2: 19,110 shares; 2025Q3: 19,459 shares; 2025Q4: 17,464 shares; 2026Q1: 17,529 shares; 2026Q2: 18,035 shares 18,035 $1.85M 0.23% +506 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: 21,574 shares; 2024Q4: 21,274 shares; 2025Q1: 21,275 shares; 2025Q2: 22,434 shares; 2025Q3: 21,472 shares; 2025Q4: 21,422 shares; 2026Q1: 21,387 shares; 2026Q2: 21,733 shares 21,733 $1.82M 0.23% +346 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: 2,132 shares; 2024Q4: 2,179 shares; 2025Q1: 2,147 shares; 2025Q2: 2,185 shares; 2025Q3: 2,172 shares; 2025Q4: 2,174 shares; 2026Q1: 2,172 shares; 2026Q2: 2,324 shares 2,324 $1.74M 0.22% +152 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: 28,595 shares; 2024Q4: 26,912 shares; 2025Q1: 26,038 shares; 2025Q2: 25,891 shares; 2025Q3: 26,157 shares; 2025Q4: 26,168 shares; 2026Q1: 24,456 shares; 2026Q2: 24,272 shares 24,272 $1.73M 0.22% -184 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: 12,519 shares; 2024Q4: 12,139 shares; 2025Q1: 11,331 shares; 2025Q2: 11,363 shares; 2025Q3: 10,293 shares; 2025Q4: 9,271 shares; 2026Q1: 9,275 shares; 2026Q2: 9,050 shares 9,050 $1.72M 0.21% -225 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: 3,410 shares; 2024Q4: 3,410 shares; 2025Q1: 4,132 shares; 2025Q2: 4,332 shares; 2025Q3: 4,490 shares; 2025Q4: 5,167 shares; 2026Q1: 4,282 shares; 2026Q2: 3,387 shares 3,387 $1.69M 0.21% -895 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,687 shares; 2024Q4: 1,675 shares; 2025Q1: 1,799 shares; 2025Q2: 1,805 shares; 2025Q3: 1,763 shares; 2025Q4: 2,581 shares; 2026Q1: 2,554 shares; 2026Q2: 2,525 shares 2,525 $1.62M 0.2% -29 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: 8,329 shares; 2024Q4: 8,429 shares; 2025Q1: 6,930 shares; 2025Q2: 6,812 shares; 2025Q3: 6,257 shares; 2025Q4: 6,323 shares; 2026Q1: 6,340 shares; 2026Q2: 6,300 shares 6,300 $1.6M 0.2% -40 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: 20,221 shares; 2024Q4: 20,292 shares; 2025Q1: 20,561 shares; 2025Q2: 20,521 shares; 2025Q3: 15,111 shares; 2025Q4: 15,247 shares; 2026Q1: 14,013 shares; 2026Q2: 14,010 shares 14,010 $1.59M 0.2% -3 Timeline IXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,255 shares; 2024Q4: 19,883 shares; 2025Q1: 19,276 shares; 2025Q2: 19,426 shares; 2025Q3: 18,171 shares; 2025Q4: 16,275 shares; 2026Q1: 16,275 shares; 2026Q2: 16,125 shares 16,125 $1.59M 0.2% -150 Timeline VCR 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: 4,722 shares; 2024Q4: 4,812 shares; 2025Q1: 4,772 shares; 2025Q2: 4,735 shares; 2025Q3: 4,577 shares; 2025Q4: 4,414 shares; 2026Q1: 4,328 shares; 2026Q2: 3,990 shares 3,990 $1.58M 0.2% -338 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: 12,500 shares; 2024Q4: 12,500 shares; 2025Q1: 12,500 shares; 2025Q2: 12,636 shares; 2025Q3: 12,636 shares; 2025Q4: 12,636 shares; 2026Q1: 12,636 shares; 2026Q2: 14,500 shares 14,500 $1.54M 0.19% +1,864 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: 11,999 shares; 2024Q4: 11,999 shares; 2025Q1: 10,479 shares; 2025Q2: 10,479 shares; 2025Q3: 10,479 shares; 2025Q4: 11,329 shares; 2026Q1: 11,182 shares; 2026Q2: 8,532 shares 8,532 $1.54M 0.19% -2,650 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: 10,243 shares; 2024Q4: 10,315 shares; 2025Q1: 10,223 shares; 2025Q2: 9,936 shares; 2025Q3: 8,928 shares; 2025Q4: 8,875 shares; 2026Q1: 8,687 shares; 2026Q2: 8,229 shares 8,229 $1.51M 0.19% -458 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,166 shares; 2026Q2: 1,166 shares 1,166 $1.4M 0.17% 0 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,771 shares; 2024Q4: 6,034 shares; 2025Q1: 6,170 shares; 2025Q2: 6,393 shares; 2025Q3: 7,018 shares; 2025Q4: 7,947 shares; 2026Q1: 13,042 shares; 2026Q2: 14,127 shares 14,127 $1.36M 0.17% +1,085 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,611 shares; 2024Q4: 6,747 shares; 2025Q1: 12,933 shares; 2025Q2: 12,933 shares; 2025Q3: 13,007 shares; 2025Q4: 13,532 shares; 2026Q1: 13,965 shares; 2026Q2: 13,903 shares 13,903 $1.34M 0.17% -62 Timeline VWOB 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: 11,842 shares; 2024Q4: 11,882 shares; 2025Q1: 11,612 shares; 2025Q2: 11,653 shares; 2025Q3: 12,350 shares; 2025Q4: 18,969 shares; 2026Q1: 19,190 shares; 2026Q2: 19,597 shares 19,597 $1.32M 0.16% +407 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,301 shares; 2024Q4: 35,801 shares; 2025Q1: 26,201 shares; 2025Q2: 27,316 shares; 2025Q3: 22,773 shares; 2025Q4: 24,258 shares; 2026Q1: 24,058 shares; 2026Q2: 24,677 shares 24,677 $1.25M 0.16% +619 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: 4,869 shares; 2024Q4: 4,595 shares; 2025Q1: 5,662 shares; 2025Q2: 7,110 shares; 2025Q3: 10,173 shares; 2025Q4: 10,478 shares; 2026Q1: 9,787 shares; 2026Q2: 10,401 shares 10,401 $1.22M 0.15% +614 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,979 shares; 2024Q4: 4,073 shares; 2025Q1: 4,251 shares; 2025Q2: 4,068 shares; 2025Q3: 4,206 shares; 2025Q4: 6,294 shares; 2026Q1: 13,119 shares; 2026Q2: 14,952 shares 14,952 $1.2M 0.15% +1,833 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,526 shares; 2024Q4: 39,246 shares; 2025Q1: 38,898 shares; 2025Q2: 35,574 shares; 2025Q3: 36,945 shares; 2025Q4: 34,590 shares; 2026Q1: 30,865 shares; 2026Q2: 30,682 shares 30,682 $1.17M 0.15% -183 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: 37,869 shares; 2025Q4: 43,625 shares; 2026Q1: 44,588 shares; 2026Q2: 46,388 shares 46,388 $1.07M 0.13% +1,800 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,420 shares; 2025Q1: 3,121 shares; 2025Q2: 3,398 shares; 2025Q3: 4,183 shares; 2025Q4: 4,812 shares; 2026Q1: 5,221 shares; 2026Q2: 5,258 shares 5,258 $1.05M 0.13% +37 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: 3,378 shares; 2024Q4: 3,352 shares; 2025Q1: 3,310 shares; 2025Q2: 3,362 shares; 2025Q3: 3,571 shares; 2025Q4: 4,221 shares; 2026Q1: 4,474 shares; 2026Q2: 4,739 shares 4,739 $1.04M 0.13% +265 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: 6,787 shares; 2024Q4: 6,540 shares; 2025Q1: 6,364 shares; 2025Q2: 7,195 shares; 2025Q3: 6,720 shares; 2025Q4: 6,770 shares; 2026Q1: 6,953 shares; 2026Q2: 6,938 shares 6,938 $1.03M 0.13% -15 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,332 shares; 2024Q4: 3,333 shares; 2025Q1: 3,431 shares; 2025Q2: 3,419 shares; 2025Q3: 3,465 shares; 2025Q4: 3,569 shares; 2026Q1: 3,333 shares; 2026Q2: 2,633 shares 2,633 $954K 0.12% -700 Timeline VFH 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: 4,120 shares; 2024Q4: 4,813 shares; 2025Q1: 6,321 shares; 2025Q2: 6,793 shares; 2025Q3: 6,823 shares; 2025Q4: 7,010 shares; 2026Q1: 7,138 shares; 2026Q2: 7,123 shares 7,123 $938K 0.12% -15 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,020 shares; 2024Q4: 18,820 shares; 2025Q1: 18,820 shares; 2025Q2: 18,820 shares; 2025Q3: 17,320 shares; 2025Q4: 17,590 shares; 2026Q1: 17,750 shares; 2026Q2: 17,825 shares 17,825 $934K 0.12% +75 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: 12,082 shares; 2024Q4: 11,992 shares; 2025Q1: 14,309 shares; 2025Q2: 15,179 shares; 2025Q3: 14,129 shares; 2025Q4: 15,940 shares; 2026Q1: 15,990 shares; 2026Q2: 16,890 shares 16,890 $880K 0.11% +900 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: 4,735 shares; 2025Q1: 3,335 shares; 2025Q2: 2,335 shares; 2025Q3: 2,335 shares; 2025Q4: 2,335 shares; 2026Q1: 2,335 shares; 2026Q2: 2,335 shares 2,335 $865K 0.11% 0 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,380 shares; 2024Q4: 18,685 shares; 2025Q1: 18,210 shares; 2025Q2: 16,936 shares; 2025Q3: 17,036 shares; 2025Q4: 16,507 shares; 2026Q1: 15,967 shares; 2026Q2: 15,192 shares 15,192 $831K 0.1% -775 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,624 shares; 2024Q4: 20,704 shares; 2025Q1: 19,739 shares; 2025Q2: 19,794 shares; 2025Q3: 16,459 shares; 2025Q4: 16,034 shares; 2026Q1: 15,444 shares; 2026Q2: 12,084 shares 12,084 $817K 0.1% -3,360 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: 6,400 shares; 2024Q4: 6,472 shares; 2025Q1: 6,430 shares; 2025Q2: 6,640 shares; 2025Q3: 6,740 shares; 2025Q4: 6,604 shares; 2026Q1: 6,672 shares; 2026Q2: 6,573 shares 6,573 $772K 0.1% -99 Timeline GREK 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,970 shares 9,970 $753K 0.09% new Timeline AFRM AFFIRM HLDGS INC More: the full row for AFFIRM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,291 shares; 2024Q4: 8,439 shares; 2025Q1: 9,542 shares; 2025Q2: 10,744 shares; 2025Q3: 5,835 shares; 2025Q4: 7,111 shares; 2026Q1: 8,084 shares; 2026Q2: 9,140 shares 9,140 $745K 0.09% +1,056 Timeline VCLT 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: 83,121 shares; 2024Q4: 84,293 shares; 2025Q1: 78,493 shares; 2025Q2: 78,502 shares; 2025Q3: 69,580 shares; 2025Q4: 56,724 shares; 2026Q1: 21,722 shares; 2026Q2: 9,784 shares 9,784 $736K 0.09% -11,938 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 350 shares; 2024Q4: 350 shares; 2025Q1: 357 shares; 2025Q2: 357 shares; 2025Q3: 357 shares; 2025Q4: 365 shares; 2026Q1: 366 shares; 2026Q2: 364 shares 364 $724K 0.09% -2 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: 1,795 shares; 2024Q4: 1,822 shares; 2025Q1: 1,960 shares; 2025Q2: 1,911 shares; 2025Q3: 1,696 shares; 2025Q4: 3,673 shares; 2026Q1: 2,707 shares; 2026Q2: 2,187 shares 2,187 $716K 0.09% -520 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,630 shares; 2024Q4: 2,518 shares; 2025Q1: 2,029 shares; 2025Q2: 1,889 shares; 2025Q3: 1,879 shares; 2025Q4: 1,816 shares; 2026Q1: 1,686 shares; 2026Q2: 1,686 shares 1,686 $701K 0.09% 0 Timeline VPL 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: 5,869 shares; 2024Q4: 5,869 shares; 2025Q1: 5,869 shares; 2025Q2: 5,869 shares; 2025Q3: 5,869 shares; 2025Q4: 5,789 shares; 2026Q1: 5,789 shares; 2026Q2: 5,869 shares 5,869 $679K 0.08% +80 Timeline GDX 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: 12,946 shares; 2024Q4: 12,918 shares; 2025Q1: 12,286 shares; 2025Q2: 12,078 shares; 2025Q3: 11,082 shares; 2025Q4: 9,548 shares; 2026Q1: 9,076 shares; 2026Q2: 8,976 shares 8,976 $677K 0.08% -100 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: 9,468 shares; 2024Q4: 9,468 shares; 2025Q1: 9,397 shares; 2025Q2: 9,391 shares; 2025Q3: 9,191 shares; 2025Q4: 9,193 shares; 2026Q1: 9,202 shares; 2026Q2: 9,203 shares 9,203 $662K 0.08% +1 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,142 shares; 2024Q4: 8,142 shares; 2025Q1: 8,142 shares; 2025Q2: 8,142 shares; 2025Q3: 8,342 shares; 2025Q4: 7,107 shares; 2026Q1: 7,107 shares; 2026Q2: 7,107 shares 7,107 $643K 0.08% 0 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,647 shares; 2024Q4: 14,655 shares; 2025Q1: 14,674 shares; 2025Q2: 15,179 shares; 2025Q3: 15,079 shares; 2025Q4: 14,672 shares; 2026Q1: 19,300 shares; 2026Q2: 18,633 shares 18,633 $631K 0.08% -667 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,485 shares; 2025Q3: 2,374 shares; 2025Q4: 5,203 shares; 2026Q1: 6,058 shares; 2026Q2: 6,058 shares 6,058 $629K 0.08% 0 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,058 shares; 2024Q4: 1,955 shares; 2025Q1: 1,955 shares; 2025Q2: 1,758 shares; 2025Q3: 1,758 shares; 2025Q4: 1,783 shares; 2026Q1: 1,784 shares; 2026Q2: 1,779 shares 1,779 $612K 0.08% -5 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,229 shares; 2024Q4: 10,229 shares; 2025Q1: 8,159 shares; 2025Q2: 8,205 shares; 2025Q3: 8,205 shares; 2025Q4: 9,782 shares; 2026Q1: 9,605 shares; 2026Q2: 6,309 shares 6,309 $604K 0.08% -3,296 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,300 shares; 2024Q4: 2,361 shares; 2025Q1: 2,026 shares; 2025Q2: 2,206 shares; 2025Q3: 1,390 shares; 2025Q4: 1,704 shares; 2026Q1: 1,615 shares; 2026Q2: 1,567 shares 1,567 $592K 0.07% -48 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,431 shares; 2024Q4: 22,447 shares; 2025Q1: 22,449 shares; 2025Q2: 17,223 shares; 2025Q3: 17,647 shares; 2025Q4: 26,065 shares; 2026Q1: 26,722 shares; 2026Q2: 25,489 shares 25,489 $570K 0.07% -1,233 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,607 shares; 2024Q4: 6,577 shares; 2025Q1: 6,737 shares; 2025Q2: 8,637 shares; 2025Q3: 9,672 shares; 2025Q4: 10,047 shares; 2026Q1: 11,059 shares; 2026Q2: 11,595 shares 11,595 $562K 0.07% +536 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,852 shares; 2024Q4: 23,852 shares; 2025Q1: 23,852 shares; 2025Q2: 23,852 shares; 2025Q3: 12,264 shares; 2025Q4: 8,916 shares; 2026Q1: 9,084 shares; 2026Q2: 9,084 shares 9,084 $561K 0.07% 0 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,396 shares; 2024Q4: 2,151 shares; 2025Q1: 2,023 shares; 2025Q2: 2,023 shares; 2025Q3: 2,023 shares; 2025Q4: 1,633 shares; 2026Q1: 1,633 shares; 2026Q2: 1,633 shares 1,633 $560K 0.07% 0 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,482 shares; 2024Q4: 5,641 shares; 2025Q1: 4,373 shares; 2025Q2: 4,437 shares; 2025Q3: 4,417 shares; 2025Q4: 4,899 shares; 2026Q1: 4,242 shares; 2026Q2: 4,328 shares 4,328 $556K 0.07% +86 Timeline MGK 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: 2,800 shares; 2024Q4: 1,861 shares; 2025Q1: 1,861 shares; 2025Q2: 1,763 shares; 2025Q3: 1,763 shares; 2025Q4: 1,763 shares; 2026Q1: 1,763 shares; 2026Q2: 5,840 shares 5,840 $513K 0.06% +4,077 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: 4,051 shares; 2024Q4: 4,051 shares; 2025Q1: 5,104 shares; 2025Q2: 5,075 shares; 2025Q3: 5,276 shares; 2025Q4: 5,305 shares; 2026Q1: 5,327 shares; 2026Q2: 3,344 shares 3,344 $490K 0.06% -1,983 Timeline ICLN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,002 shares; 2024Q4: 20,325 shares; 2025Q1: 15,177 shares; 2025Q2: 19,549 shares; 2025Q3: 20,478 shares; 2025Q4: 22,732 shares; 2026Q1: 23,082 shares; 2026Q2: 23,617 shares 23,617 $484K 0.06% +535 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,000 shares; 2024Q4: 7,000 shares; 2025Q1: 7,000 shares; 2025Q2: 7,000 shares; 2025Q3: 7,000 shares; 2025Q4: 7,000 shares; 2026Q1: 7,000 shares; 2026Q2: 9,500 shares 9,500 $481K 0.06% +2,500 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: 3,210 shares; 2024Q4: 2,546 shares; 2025Q1: 2,546 shares; 2025Q2: 2,499 shares; 2025Q3: 2,789 shares; 2025Q4: 3,214 shares; 2026Q1: 4,604 shares; 2026Q2: 4,554 shares 4,554 $451K 0.06% -50 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: 2,999 shares; 2024Q4: 2,999 shares; 2025Q1: 3,031 shares; 2025Q2: 3,095 shares; 2025Q3: 3,082 shares; 2025Q4: 3,190 shares; 2026Q1: 3,273 shares; 2026Q2: 3,154 shares 3,154 $431K 0.05% -119 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 660 shares; 2024Q4: 1,320 shares; 2025Q1: 1,320 shares; 2025Q2: 1,320 shares; 2025Q3: 1,350 shares; 2025Q4: 1,350 shares; 2026Q1: 1,282 shares; 2026Q2: 1,229 shares 1,229 $419K 0.05% -53 Timeline VCEB 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: 3,182 shares; 2024Q4: 10,116 shares; 2025Q1: 10,420 shares; 2025Q2: 3,849 shares; 2025Q3: 4,327 shares; 2025Q4: 5,674 shares; 2026Q1: 6,288 shares; 2026Q2: 6,647 shares 6,647 $417K 0.05% +359 Timeline XLV 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: 1,850 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,553 shares; 2026Q1: 2,557 shares; 2026Q2: 2,613 shares 2,613 $415K 0.05% +56 Timeline VONG 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: 3,435 shares; 2024Q4: 3,385 shares; 2025Q1: 3,385 shares; 2025Q2: 3,385 shares; 2025Q3: 3,385 shares; 2025Q4: 3,115 shares; 2026Q1: 3,115 shares; 2026Q2: 3,191 shares 3,191 $408K 0.05% +76 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,365 shares; 2024Q4: 3,365 shares; 2025Q1: 3,017 shares; 2025Q2: 3,017 shares; 2025Q3: 2,717 shares; 2025Q4: 3,461 shares; 2026Q1: 2,557 shares; 2026Q2: 2,704 shares 2,704 $396K 0.05% +147 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: not reported; 2025Q4: 3,523 shares; 2026Q1: 4,663 shares; 2026Q2: 4,663 shares 4,663 $386K 0.05% 0 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,242 shares; 2025Q3: 1,218 shares; 2025Q4: 1,150 shares; 2026Q1: not reported; 2026Q2: 2,613 shares 2,613 $383K 0.05% 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; 2024Q3: 760 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 807 shares; 2025Q3: 882 shares; 2025Q4: 866 shares; 2026Q1: 970 shares; 2026Q2: 985 shares 985 $360K 0.04% +15 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: not reported; 2024Q4: 699 shares; 2025Q1: 818 shares; 2025Q2: 851 shares; 2025Q3: 757 shares; 2025Q4: 1,015 shares; 2026Q1: 1,012 shares; 2026Q2: 1,004 shares 1,004 $354K 0.04% -8 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,620 shares; 2024Q4: 6,842 shares; 2025Q1: 7,268 shares; 2025Q2: 6,873 shares; 2025Q3: 6,975 shares; 2025Q4: 7,216 shares; 2026Q1: 7,186 shares; 2026Q2: 7,130 shares 7,130 $343K 0.04% -56 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,739 shares; 2025Q1: 2,740 shares; 2025Q2: 2,741 shares; 2025Q3: 2,692 shares; 2025Q4: 2,658 shares; 2026Q1: 2,698 shares; 2026Q2: 2,610 shares 2,610 $311K 0.04% -88 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: 6,783 shares; 2024Q4: 13,267 shares; 2025Q1: 12,892 shares; 2025Q2: 11,234 shares; 2025Q3: 9,288 shares; 2025Q4: 9,001 shares; 2026Q1: 11,589 shares; 2026Q2: 10,933 shares 10,933 $303K 0.04% -656 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,107 shares; 2026Q2: 1,007 shares 1,007 $303K 0.04% -100 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,082 shares; 2025Q2: 1,082 shares; 2025Q3: 1,082 shares; 2025Q4: 1,182 shares; 2026Q1: 1,107 shares; 2026Q2: 1,102 shares 1,102 $300K 0.04% -5 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 465 shares; 2025Q2: 465 shares; 2025Q3: 465 shares; 2025Q4: 465 shares; 2026Q1: 465 shares; 2026Q2: 465 shares 465 $295K 0.04% 0 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: 500 shares; 2024Q4: 500 shares; 2025Q1: 537 shares; 2025Q2: 573 shares; 2025Q3: 570 shares; 2025Q4: 564 shares; 2026Q1: 569 shares; 2026Q2: 570 shares 570 $290K 0.04% +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; 2024Q3: 314 shares; 2024Q4: 314 shares; 2025Q1: 296 shares; 2025Q2: 295 shares; 2025Q3: 297 shares; 2025Q4: 289 shares; 2026Q1: 291 shares; 2026Q2: 291 shares 291 $273K 0.03% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,827 shares; 2026Q1: 4,903 shares; 2026Q2: 5,050 shares 5,050 $271K 0.03% +147 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 451 shares 451 $262K 0.03% new Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,018 shares 1,018 $260K 0.03% new Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,335 shares; 2024Q4: 2,353 shares; 2025Q1: 1,751 shares; 2025Q2: 1,762 shares; 2025Q3: 1,711 shares; 2025Q4: 1,878 shares; 2026Q1: 1,905 shares; 2026Q2: 1,918 shares 1,918 $260K 0.03% +13 Timeline SHE 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: 1,658 shares; 2026Q1: 1,660 shares; 2026Q2: 1,660 shares 1,660 $256K 0.03% 0 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,593 shares 1,593 $250K 0.03% new Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,493 shares; 2025Q4: 2,442 shares; 2026Q1: 2,493 shares; 2026Q2: 2,505 shares 2,505 $246K 0.03% +12 Timeline KBWB 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: not reported; 2025Q4: 2,616 shares; 2026Q1: 2,619 shares; 2026Q2: 2,621 shares 2,621 $244K 0.03% +2 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 555 shares; 2025Q1: 555 shares; 2025Q2: 505 shares; 2025Q3: 613 shares; 2025Q4: 613 shares; 2026Q1: 600 shares; 2026Q2: 595 shares 595 $242K 0.03% -5 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 947 shares 947 $239K 0.03% new Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,721 shares; 2025Q4: 3,774 shares; 2026Q1: 3,780 shares; 2026Q2: 3,876 shares 3,876 $236K 0.03% +96 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: 1,514 shares; 2024Q4: 1,604 shares; 2025Q1: 1,615 shares; 2025Q2: 1,661 shares; 2025Q3: 1,642 shares; 2025Q4: 1,674 shares; 2026Q1: 1,575 shares; 2026Q2: 1,419 shares 1,419 $235K 0.03% -156 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,260 shares; 2026Q2: 4,260 shares 4,260 $226K 0.03% 0 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,096 shares; 2026Q1: 2,096 shares; 2026Q2: 2,096 shares 2,096 $225K 0.03% 0 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,755 shares; 2025Q2: 14,840 shares; 2025Q3: 13,455 shares; 2025Q4: 13,499 shares; 2026Q1: 13,485 shares; 2026Q2: 13,485 shares 13,485 $214K 0.03% 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: 3,154 shares; 2024Q4: 3,012 shares; 2025Q1: 3,012 shares; 2025Q2: 2,297 shares; 2025Q3: 2,304 shares; 2025Q4: 2,304 shares; 2026Q1: not reported; 2026Q2: 1,379 shares 1,379 $213K 0.03% new Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM 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: 1,170 shares; 2026Q1: not reported; 2026Q2: 1,147 shares 1,147 $212K 0.03% new Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,509 shares 1,509 $211K 0.03% new Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,718 shares; 2024Q4: 2,751 shares; 2025Q1: 2,847 shares; 2025Q2: 2,887 shares; 2025Q3: 2,859 shares; 2025Q4: 3,155 shares; 2026Q1: 3,209 shares; 2026Q2: 2,692 shares 2,692 $211K 0.03% -517 Timeline SCHO 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: 5,135 shares; 2024Q4: 8,670 shares; 2025Q1: 8,670 shares; 2025Q2: 8,670 shares; 2025Q3: 8,260 shares; 2025Q4: 8,260 shares; 2026Q1: 8,510 shares; 2026Q2: 8,510 shares 8,510 $205K 0.03% 0 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,977 shares 1,977 $202K 0.03% new Timeline