SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 239,546 shares; 2024Q4: 245,742 shares; 2025Q1: 246,773 shares; 2025Q2: 259,255 shares; 2025Q3: 275,876 shares; 2025Q4: 282,374 shares; 2026Q1: 281,739 shares; 2026Q2: 273,416 shares 273,416 $24M 13.8% -8,323 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 135,596 shares; 2024Q4: 143,608 shares; 2025Q1: 145,982 shares; 2025Q2: 154,055 shares; 2025Q3: 167,545 shares; 2025Q4: 177,901 shares; 2026Q1: 175,248 shares; 2026Q2: 173,530 shares 173,530 $15.4M 8.87% -1,718 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: 105,653 shares; 2024Q4: 113,705 shares; 2025Q1: 108,412 shares; 2025Q2: 115,334 shares; 2025Q3: 124,120 shares; 2025Q4: 125,672 shares; 2026Q1: 127,598 shares; 2026Q2: 131,339 shares 131,339 $13M 7.47% +3,741 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: 7,283 shares; 2024Q4: 8,116 shares; 2025Q1: 8,413 shares; 2025Q2: 7,468 shares; 2025Q3: 7,369 shares; 2025Q4: 7,386 shares; 2026Q1: 8,650 shares; 2026Q2: 12,427 shares 12,427 $9.31M 5.34% +3,777 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 120,655 shares; 2024Q4: 129,393 shares; 2025Q1: 133,516 shares; 2025Q2: 141,664 shares; 2025Q3: 149,391 shares; 2025Q4: 146,298 shares; 2026Q1: 139,968 shares; 2026Q2: 143,715 shares 143,715 $6.54M 3.75% +3,747 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: 17,171 shares; 2024Q4: 18,045 shares; 2025Q1: 18,307 shares; 2025Q2: 19,115 shares; 2025Q3: 20,550 shares; 2025Q4: 20,575 shares; 2026Q1: 20,433 shares; 2026Q2: 78,300 shares 78,300 $6.31M 3.62% +57,867 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: 67,539 shares; 2024Q4: 71,917 shares; 2025Q1: 72,936 shares; 2025Q2: 76,159 shares; 2025Q3: 82,606 shares; 2025Q4: 87,619 shares; 2026Q1: 87,153 shares; 2026Q2: 86,459 shares 86,459 $5.16M 2.96% -694 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: 12,053 shares; 2024Q4: 14,399 shares; 2025Q1: 15,353 shares; 2025Q2: 14,404 shares; 2025Q3: 14,933 shares; 2025Q4: 13,637 shares; 2026Q1: 13,605 shares; 2026Q2: 14,712 shares 14,712 $4.26M 2.44% +1,107 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,008 shares; 2024Q4: 13,386 shares; 2025Q1: 13,114 shares; 2025Q2: 15,466 shares; 2025Q3: 15,205 shares; 2025Q4: 14,876 shares; 2026Q1: 15,175 shares; 2026Q2: 15,241 shares 15,241 $3.63M 2.09% +66 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: 40,598 shares; 2024Q4: 84,861 shares; 2025Q1: 86,208 shares; 2025Q2: 91,941 shares; 2025Q3: 100,061 shares; 2025Q4: 104,676 shares; 2026Q1: 104,526 shares; 2026Q2: 99,267 shares 99,267 $3.59M 2.06% -5,259 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: 14,531 shares; 2024Q4: 15,519 shares; 2025Q1: 16,752 shares; 2025Q2: 16,732 shares; 2025Q3: 16,774 shares; 2025Q4: 15,175 shares; 2026Q1: 15,248 shares; 2026Q2: 17,372 shares 17,372 $3.48M 2% +2,124 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,679 shares; 2024Q4: 16,797 shares; 2025Q1: 17,070 shares; 2025Q2: 18,377 shares; 2025Q3: 18,129 shares; 2025Q4: 18,347 shares; 2026Q1: 19,984 shares; 2026Q2: 22,265 shares 22,265 $3.06M 1.76% +2,281 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,750 shares; 2024Q4: 22,361 shares; 2025Q1: 26,647 shares; 2025Q2: 31,318 shares; 2025Q3: 35,281 shares; 2025Q4: 36,577 shares; 2026Q1: 35,197 shares; 2026Q2: 39,287 shares 39,287 $2.67M 1.53% +4,090 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,796 shares; 2024Q4: 6,326 shares; 2025Q1: 8,272 shares; 2025Q2: 9,212 shares; 2025Q3: 9,597 shares; 2025Q4: 11,566 shares; 2026Q1: 11,846 shares; 2026Q2: 11,592 shares 11,592 $2.63M 1.51% -254 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,825 shares; 2024Q4: 1,828 shares; 2025Q1: 1,828 shares; 2025Q2: 1,828 shares; 2025Q3: 1,828 shares; 2025Q4: 5,483 shares; 2026Q1: 5,483 shares; 2026Q2: 5,483 shares 5,483 $2.4M 1.38% 0 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: 5,471 shares; 2024Q4: 7,516 shares; 2025Q1: 11,110 shares; 2025Q2: 19,379 shares; 2025Q3: 21,164 shares; 2025Q4: 26,166 shares; 2026Q1: 27,461 shares; 2026Q2: 23,765 shares 23,765 $1.97M 1.13% -3,696 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: 4,697 shares; 2024Q4: 4,762 shares; 2025Q1: 5,409 shares; 2025Q2: 5,561 shares; 2025Q3: 5,512 shares; 2025Q4: 4,944 shares; 2026Q1: 4,915 shares; 2026Q2: 4,927 shares 4,927 $1.84M 1.06% +12 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,333 shares; 2024Q4: 9,302 shares; 2025Q1: 9,230 shares; 2025Q2: 10,201 shares; 2025Q3: 10,004 shares; 2025Q4: 10,459 shares; 2026Q1: 10,116 shares; 2026Q2: 10,548 shares 10,548 $1.73M 0.99% +432 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: 3,500 shares; 2024Q4: 3,768 shares; 2025Q1: 3,894 shares; 2025Q2: 3,767 shares; 2025Q3: 2,087 shares; 2025Q4: 2,223 shares; 2026Q1: 2,195 shares; 2026Q2: 2,275 shares 2,275 $1.56M 0.9% +80 Timeline REET ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,332 shares; 2024Q4: 35,610 shares; 2025Q1: 38,711 shares; 2025Q2: 40,204 shares; 2025Q3: 47,684 shares; 2025Q4: 49,501 shares; 2026Q1: 51,803 shares; 2026Q2: 53,302 shares 53,302 $1.47M 0.85% +1,499 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: 29,025 shares; 2024Q4: 61,646 shares; 2025Q1: 65,554 shares; 2025Q2: 68,203 shares; 2025Q3: 72,557 shares; 2025Q4: 57,353 shares; 2026Q1: 52,521 shares; 2026Q2: 53,387 shares 53,387 $1.41M 0.81% +866 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: 7,729 shares; 2024Q4: 8,050 shares; 2025Q1: 8,330 shares; 2025Q2: 8,894 shares; 2025Q3: 8,798 shares; 2025Q4: 8,799 shares; 2026Q1: 8,593 shares; 2026Q2: 9,991 shares 9,991 $1.37M 0.78% +1,398 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: 2,782 shares; 2024Q4: 3,011 shares; 2025Q1: 3,011 shares; 2025Q2: 3,180 shares; 2025Q3: 3,132 shares; 2025Q4: 3,166 shares; 2026Q1: 3,335 shares; 2026Q2: 3,757 shares 3,757 $1.33M 0.76% +422 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,106 shares; 2024Q4: 2,123 shares; 2025Q1: 2,725 shares; 2025Q2: 2,832 shares; 2025Q3: 2,735 shares; 2025Q4: 2,633 shares; 2026Q1: 2,751 shares; 2026Q2: 2,910 shares 2,910 $1.22M 0.7% +159 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,130 shares; 2024Q4: 9,693 shares; 2025Q1: 6,335 shares; 2025Q2: 5,952 shares; 2025Q3: 2,652 shares; 2025Q4: not reported; 2026Q1: 7,813 shares; 2026Q2: 9,616 shares 9,616 $1.2M 0.69% +1,803 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,304 shares; 2024Q4: 2,070 shares; 2025Q1: 3,053 shares; 2025Q2: 2,770 shares; 2025Q3: 2,742 shares; 2025Q4: 2,918 shares; 2026Q1: 3,284 shares; 2026Q2: 3,102 shares 3,102 $1.17M 0.67% -182 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: 13,261 shares; 2024Q4: 16,296 shares; 2025Q1: 18,119 shares; 2025Q2: 28,995 shares; 2025Q3: 24,114 shares; 2025Q4: 22,203 shares; 2026Q1: 22,952 shares; 2026Q2: 14,839 shares 14,839 $1.14M 0.65% -8,113 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,465 shares; 2025Q3: 18,059 shares; 2025Q4: 19,622 shares; 2026Q1: 21,599 shares; 2026Q2: 21,284 shares 21,284 $1.12M 0.64% -315 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 23,592 shares 23,592 $1.11M 0.64% new 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: 2,649 shares; 2024Q4: 2,736 shares; 2025Q1: 3,141 shares; 2025Q2: 3,355 shares; 2025Q3: 3,766 shares; 2025Q4: 2,997 shares; 2026Q1: 3,023 shares; 2026Q2: 3,061 shares 3,061 $1.09M 0.63% +38 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: 1,323 shares; 2024Q4: 1,285 shares; 2025Q1: 2,620 shares; 2025Q2: 2,484 shares; 2025Q3: 2,923 shares; 2025Q4: 2,923 shares; 2026Q1: 2,887 shares; 2026Q2: 2,828 shares 2,828 $1.04M 0.6% -59 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: 792 shares; 2024Q4: 981 shares; 2025Q1: 1,074 shares; 2025Q2: 1,099 shares; 2025Q3: 1,109 shares; 2025Q4: 1,125 shares; 2026Q1: 1,209 shares; 2026Q2: 1,363 shares 1,363 $1.02M 0.58% +154 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: not reported; 2024Q4: 1,086 shares; 2025Q1: 1,735 shares; 2025Q2: 1,711 shares; 2025Q3: 1,729 shares; 2025Q4: 2,734 shares; 2026Q1: 3,114 shares; 2026Q2: 2,769 shares 2,769 $949K 0.55% -345 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: 23,958 shares; 2024Q4: 23,735 shares; 2025Q1: 23,471 shares; 2025Q2: 23,802 shares; 2025Q3: 13,731 shares; 2025Q4: 13,963 shares; 2026Q1: 13,113 shares; 2026Q2: 12,769 shares 12,769 $937K 0.54% -344 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,656 shares; 2024Q4: 1,647 shares; 2025Q1: 3,600 shares; 2025Q2: 4,108 shares; 2025Q3: 5,535 shares; 2025Q4: 5,778 shares; 2026Q1: 2,620 shares; 2026Q2: 2,557 shares 2,557 $935K 0.54% -63 Timeline FDVV 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: 5,810 shares; 2025Q3: 5,828 shares; 2025Q4: 5,578 shares; 2026Q1: 5,597 shares; 2026Q2: 15,145 shares 15,145 $913K 0.52% +9,548 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,395 shares; 2024Q4: 1,491 shares; 2025Q1: 1,620 shares; 2025Q2: 1,670 shares; 2025Q3: 1,740 shares; 2025Q4: 1,439 shares; 2026Q1: 1,385 shares; 2026Q2: 1,576 shares 1,576 $888K 0.51% +191 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: 1,086 shares; 2024Q4: 2,034 shares; 2025Q1: 2,567 shares; 2025Q2: 2,697 shares; 2025Q3: 2,667 shares; 2025Q4: 2,639 shares; 2026Q1: 2,575 shares; 2026Q2: 2,567 shares 2,567 $840K 0.48% -8 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 995 shares; 2024Q4: 919 shares; 2025Q1: 1,774 shares; 2025Q2: 1,973 shares; 2025Q3: 1,979 shares; 2025Q4: 1,991 shares; 2026Q1: 1,803 shares; 2026Q2: 1,982 shares 1,982 $812K 0.47% +179 Timeline BLCR BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,451 shares; 2026Q2: 16,092 shares 16,092 $811K 0.47% +3,641 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: 3,567 shares; 2024Q4: 3,778 shares; 2025Q1: 3,706 shares; 2025Q2: 3,703 shares; 2025Q3: 2,124 shares; 2025Q4: 2,131 shares; 2026Q1: 2,120 shares; 2026Q2: 2,123 shares 2,123 $786K 0.45% +3 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: 3,641 shares; 2024Q4: 3,669 shares; 2025Q1: 4,711 shares; 2025Q2: 4,976 shares; 2025Q3: 5,771 shares; 2025Q4: 5,378 shares; 2026Q1: 3,638 shares; 2026Q2: 3,539 shares 3,539 $771K 0.44% -99 Timeline IDEF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,970 shares; 2026Q2: 24,147 shares 24,147 $767K 0.44% +5,177 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 641 shares 641 $740K 0.42% new Timeline CORO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 19,938 shares 19,938 $730K 0.42% new 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: 245 shares; 2024Q4: 596 shares; 2025Q1: 679 shares; 2025Q2: 640 shares; 2025Q3: 638 shares; 2025Q4: 634 shares; 2026Q1: 670 shares; 2026Q2: 732 shares 732 $685K 0.39% +62 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: not reported; 2024Q4: 481 shares; 2025Q1: 732 shares; 2025Q2: 963 shares; 2025Q3: 964 shares; 2025Q4: 818 shares; 2026Q1: 819 shares; 2026Q2: 901 shares 901 $663K 0.38% +82 Timeline KNRG SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN 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: 25,760 shares; 2026Q2: 25,760 shares 25,760 $662K 0.38% 0 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: 6,112 shares; 2024Q4: 7,360 shares; 2025Q1: 9,618 shares; 2025Q2: 10,831 shares; 2025Q3: 9,547 shares; 2025Q4: 6,481 shares; 2026Q1: 6,520 shares; 2026Q2: 2,942 shares 2,942 $646K 0.37% -3,578 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 922 shares; 2024Q4: 1,239 shares; 2025Q1: 1,386 shares; 2025Q2: 1,274 shares; 2025Q3: 1,272 shares; 2025Q4: 1,275 shares; 2026Q1: 1,311 shares; 2026Q2: 1,236 shares 1,236 $641K 0.37% -75 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,954 shares; 2025Q3: 16,464 shares; 2025Q4: 17,205 shares; 2026Q1: 19,107 shares; 2026Q2: 14,152 shares 14,152 $610K 0.35% -4,955 Timeline FTEC 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: 1,239 shares; 2024Q4: 1,333 shares; 2025Q1: 1,405 shares; 2025Q2: 1,874 shares; 2025Q3: 2,056 shares; 2025Q4: 1,875 shares; 2026Q1: 1,765 shares; 2026Q2: 2,016 shares 2,016 $576K 0.33% +251 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: 7,629 shares; 2024Q4: 8,288 shares; 2025Q1: 9,283 shares; 2025Q2: 9,119 shares; 2025Q3: 10,050 shares; 2025Q4: 9,072 shares; 2026Q1: 6,902 shares; 2026Q2: 7,216 shares 7,216 $562K 0.32% +314 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,178 shares; 2024Q4: 1,237 shares; 2025Q1: 1,568 shares; 2025Q2: 1,128 shares; 2025Q3: 1,385 shares; 2025Q4: 883 shares; 2026Q1: 885 shares; 2026Q2: 1,099 shares 1,099 $550K 0.32% +214 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: 3,073 shares; 2024Q4: 3,643 shares; 2025Q1: 3,934 shares; 2025Q2: 4,246 shares; 2025Q3: 2,113 shares; 2025Q4: 2,153 shares; 2026Q1: 2,140 shares; 2026Q2: 2,140 shares 2,140 $540K 0.31% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,343 shares; 2026Q2: 16,756 shares 16,756 $531K 0.31% +9,413 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: 545 shares; 2024Q4: 545 shares; 2025Q1: 545 shares; 2025Q2: 545 shares; 2025Q3: 545 shares; 2025Q4: 545 shares; 2026Q1: 545 shares; 2026Q2: 4,360 shares 4,360 $521K 0.3% +3,815 Timeline PTY PIMCO CORPORATE & INCOME OPP More: the full row for PIMCO CORPORATE & INCOME OPP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,717 shares; 2024Q4: 14,516 shares; 2025Q1: 25,937 shares; 2025Q2: 38,493 shares; 2025Q3: 50,979 shares; 2025Q4: 28,650 shares; 2026Q1: 44,452 shares; 2026Q2: 41,131 shares 41,131 $495K 0.28% -3,321 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 755 shares 755 $484K 0.28% new 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: not reported; 2026Q2: 389 shares 389 $467K 0.27% new Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 937 shares; 2025Q3: 1,033 shares; 2025Q4: 1,043 shares; 2026Q1: 1,070 shares; 2026Q2: 1,244 shares 1,244 $465K 0.27% +174 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,336 shares; 2025Q2: 18,689 shares; 2025Q3: 18,790 shares; 2025Q4: 18,300 shares; 2026Q1: 18,654 shares; 2026Q2: 18,747 shares 18,747 $462K 0.27% +93 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 404 shares; 2025Q3: 404 shares; 2025Q4: 404 shares; 2026Q1: 415 shares; 2026Q2: 407 shares 407 $461K 0.26% -8 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,922 shares; 2026Q2: 1,804 shares 1,804 $461K 0.26% -118 Timeline JBND J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,490 shares 8,490 $454K 0.26% new Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,132 shares; 2024Q4: 5,145 shares; 2025Q1: 6,198 shares; 2025Q2: 6,013 shares; 2025Q3: 6,004 shares; 2025Q4: 5,981 shares; 2026Q1: 5,982 shares; 2026Q2: 5,052 shares 5,052 $451K 0.26% -930 Timeline EZU 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: not reported; 2026Q1: not reported; 2026Q2: 6,352 shares 6,352 $441K 0.25% new Timeline SEIM SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,852 shares; 2026Q2: 7,816 shares 7,816 $439K 0.25% -36 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,110 shares; 2024Q4: 1,237 shares; 2025Q1: 1,154 shares; 2025Q2: 1,782 shares; 2025Q3: 1,785 shares; 2025Q4: 1,989 shares; 2026Q1: 1,764 shares; 2026Q2: 1,717 shares 1,717 $432K 0.25% -47 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: 3,793 shares; 2025Q2: 4,122 shares; 2025Q3: 4,119 shares; 2025Q4: 4,158 shares; 2026Q1: 3,941 shares; 2026Q2: 3,559 shares 3,559 $418K 0.24% -382 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 651 shares; 2025Q1: 653 shares; 2025Q2: 643 shares; 2025Q3: 643 shares; 2025Q4: 544 shares; 2026Q1: 558 shares; 2026Q2: 546 shares 546 $413K 0.24% -12 Timeline SEIV SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,566 shares; 2026Q2: 8,539 shares 8,539 $410K 0.24% -27 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: 5,429 shares; 2024Q4: 5,444 shares; 2025Q1: 4,273 shares; 2025Q2: 4,050 shares; 2025Q3: 4,038 shares; 2025Q4: 4,046 shares; 2026Q1: 4,026 shares; 2026Q2: 3,940 shares 3,940 $410K 0.24% -86 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,223 shares; 2024Q4: 12,662 shares; 2025Q1: 8,224 shares; 2025Q2: 7,744 shares; 2025Q3: 6,970 shares; 2025Q4: 8,524 shares; 2026Q1: 8,752 shares; 2026Q2: 7,744 shares 7,744 $392K 0.23% -1,008 Timeline SEIE SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,907 shares; 2026Q2: 10,907 shares 10,907 $387K 0.22% 0 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: 1,709 shares; 2024Q4: 2,526 shares; 2025Q1: 2,833 shares; 2025Q2: 2,368 shares; 2025Q3: 2,459 shares; 2025Q4: 2,507 shares; 2026Q1: 2,445 shares; 2026Q2: 2,279 shares 2,279 $378K 0.22% -166 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: not reported; 2024Q4: 519 shares; 2025Q1: not reported; 2025Q2: 735 shares; 2025Q3: 735 shares; 2025Q4: 736 shares; 2026Q1: 751 shares; 2026Q2: 2,946 shares 2,946 $366K 0.21% +2,195 Timeline EEM 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: 5,340 shares; 2025Q3: 5,340 shares; 2025Q4: 5,340 shares; 2026Q1: 5,340 shares; 2026Q2: 5,340 shares 5,340 $365K 0.21% 0 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: 1,270 shares; 2025Q3: 1,238 shares; 2025Q4: 1,238 shares; 2026Q1: 1,238 shares; 2026Q2: 1,212 shares 1,212 $364K 0.21% -26 Timeline IVLU 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: 8,567 shares; 2025Q3: 8,495 shares; 2025Q4: 8,465 shares; 2026Q1: 8,518 shares; 2026Q2: 8,455 shares 8,455 $354K 0.2% -63 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,033 shares; 2025Q1: not reported; 2025Q2: 2,558 shares; 2025Q3: 2,553 shares; 2025Q4: 2,353 shares; 2026Q1: 2,459 shares; 2026Q2: 2,556 shares 2,556 $348K 0.2% +97 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: 5,607 shares; 2024Q4: 22,442 shares; 2025Q1: 12,930 shares; 2025Q2: 12,834 shares; 2025Q3: 9,790 shares; 2025Q4: 9,795 shares; 2026Q1: 10,019 shares; 2026Q2: 10,179 shares 10,179 $344K 0.2% +160 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: 1,133 shares; 2024Q4: 1,133 shares; 2025Q1: 572 shares; 2025Q2: 568 shares; 2025Q3: 614 shares; 2025Q4: 643 shares; 2026Q1: 643 shares; 2026Q2: 3,970 shares 3,970 $342K 0.2% +3,327 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: 828 shares; 2024Q4: 1,213 shares; 2025Q1: 1,496 shares; 2025Q2: 1,391 shares; 2025Q3: 1,100 shares; 2025Q4: 1,084 shares; 2026Q1: 965 shares; 2026Q2: 940 shares 940 $341K 0.2% -25 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL 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: 348 shares 348 $336K 0.19% new Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S 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: 6,932 shares; 2026Q2: 6,550 shares 6,550 $332K 0.19% -382 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 284 shares; 2026Q2: 305 shares 305 $325K 0.19% +21 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,588 shares; 2025Q3: 1,588 shares; 2025Q4: 2,207 shares; 2026Q1: 2,207 shares; 2026Q2: 2,207 shares 2,207 $323K 0.19% 0 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,172 shares; 2024Q4: 4,847 shares; 2025Q1: 4,849 shares; 2025Q2: 4,393 shares; 2025Q3: 4,431 shares; 2025Q4: 3,842 shares; 2026Q1: 3,841 shares; 2026Q2: 3,881 shares 3,881 $321K 0.18% +40 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: 8,193 shares; 2024Q4: 22,546 shares; 2025Q1: 12,200 shares; 2025Q2: 12,281 shares; 2025Q3: 9,591 shares; 2025Q4: 9,596 shares; 2026Q1: 9,519 shares; 2026Q2: 9,201 shares 9,201 $320K 0.18% -318 Timeline IWR 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: 3,003 shares; 2025Q3: 2,938 shares; 2025Q4: 2,963 shares; 2026Q1: 2,884 shares; 2026Q2: 2,896 shares 2,896 $319K 0.18% +12 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC 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: 663 shares 663 $316K 0.18% new 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: not reported; 2025Q1: not reported; 2025Q2: 924 shares; 2025Q3: 894 shares; 2025Q4: 886 shares; 2026Q1: 889 shares; 2026Q2: 894 shares 894 $315K 0.18% +5 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,405 shares; 2025Q1: 4,407 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,161 shares; 2026Q1: 4,412 shares; 2026Q2: 4,419 shares 4,419 $315K 0.18% +7 Timeline FIVA 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: not reported; 2026Q1: 6,891 shares; 2026Q2: 8,129 shares 8,129 $313K 0.18% +1,238 Timeline GSEW GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,751 shares; 2024Q4: 2,619 shares; 2025Q1: 3,380 shares; 2025Q2: 3,370 shares; 2025Q3: 3,365 shares; 2025Q4: 3,368 shares; 2026Q1: 3,370 shares; 2026Q2: 3,268 shares 3,268 $309K 0.18% -102 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: not reported; 2024Q4: 3,019 shares; 2025Q1: 3,550 shares; 2025Q2: 3,297 shares; 2025Q3: 3,226 shares; 2025Q4: 3,387 shares; 2026Q1: 2,824 shares; 2026Q2: 2,670 shares 2,670 $302K 0.17% -154 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,762 shares; 2024Q4: 2,798 shares; 2025Q1: 2,832 shares; 2025Q2: 2,866 shares; 2025Q3: 2,899 shares; 2025Q4: 2,931 shares; 2026Q1: 2,962 shares; 2026Q2: 2,991 shares 2,991 $302K 0.17% +29 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,857 shares; 2025Q3: 1,861 shares; 2025Q4: 1,559 shares; 2026Q1: 1,586 shares; 2026Q2: 1,583 shares 1,583 $300K 0.17% -3 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: not reported; 2024Q4: 1,783 shares; 2025Q1: 2,007 shares; 2025Q2: 1,785 shares; 2025Q3: 1,815 shares; 2025Q4: 1,418 shares; 2026Q1: 1,253 shares; 2026Q2: 1,176 shares 1,176 $299K 0.17% -77 Timeline SGOV 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: 3,694 shares; 2026Q2: 2,945 shares 2,945 $297K 0.17% -749 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: not reported; 2024Q4: 626 shares; 2025Q1: 626 shares; 2025Q2: 726 shares; 2025Q3: 726 shares; 2025Q4: 729 shares; 2026Q1: 564 shares; 2026Q2: 565 shares 565 $295K 0.17% +1 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,850 shares; 2024Q4: 5,418 shares; 2025Q1: 6,516 shares; 2025Q2: 6,807 shares; 2025Q3: 6,570 shares; 2025Q4: 6,466 shares; 2026Q1: 6,146 shares; 2026Q2: 6,021 shares 6,021 $290K 0.17% -125 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,155 shares; 2025Q2: 958 shares; 2025Q3: 913 shares; 2025Q4: 890 shares; 2026Q1: 826 shares; 2026Q2: 729 shares 729 $290K 0.17% -97 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,109 shares; 2026Q1: 2,137 shares; 2026Q2: 2,236 shares 2,236 $287K 0.16% +99 Timeline DDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,048 shares; 2025Q1: 6,048 shares; 2025Q2: 6,048 shares; 2025Q3: 6,048 shares; 2025Q4: 6,048 shares; 2026Q1: 6,048 shares; 2026Q2: 6,048 shares 6,048 $287K 0.16% 0 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: 573 shares; 2024Q4: 773 shares; 2025Q1: 878 shares; 2025Q2: 807 shares; 2025Q3: 790 shares; 2025Q4: 861 shares; 2026Q1: 895 shares; 2026Q2: 701 shares 701 $286K 0.16% -194 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: 6,918 shares; 2024Q4: 7,468 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,328 shares; 2025Q4: 4,628 shares; 2026Q1: 5,040 shares; 2026Q2: 5,571 shares 5,571 $282K 0.16% +531 Timeline XAR 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: 979 shares 979 $278K 0.16% new Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,837 shares; 2024Q4: 1,846 shares; 2025Q1: 1,849 shares; 2025Q2: 1,852 shares; 2025Q3: 1,855 shares; 2025Q4: 1,859 shares; 2026Q1: 1,861 shares; 2026Q2: 1,863 shares 1,863 $275K 0.16% +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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 668 shares; 2025Q4: 690 shares; 2026Q1: 693 shares; 2026Q2: 694 shares 694 $273K 0.16% +1 Timeline EMGF 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: not reported; 2026Q1: 3,448 shares; 2026Q2: 3,706 shares 3,706 $271K 0.16% +258 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: 466 shares 466 $271K 0.16% new Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,651 shares; 2025Q2: 4,430 shares; 2025Q3: 4,637 shares; 2025Q4: 4,660 shares; 2026Q1: 4,711 shares; 2026Q2: 4,691 shares 4,691 $267K 0.15% -20 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 895 shares 895 $267K 0.15% new Timeline ETN EATON CORP PLC More: the full row for EATON CORP 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: 568 shares; 2026Q2: 626 shares 626 $267K 0.15% +58 Timeline IEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,886 shares; 2025Q2: 4,566 shares; 2025Q3: 4,526 shares; 2025Q4: 4,510 shares; 2026Q1: 3,628 shares; 2026Q2: 3,628 shares 3,628 $264K 0.15% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 984 shares; 2025Q3: 953 shares; 2025Q4: 958 shares; 2026Q1: 957 shares; 2026Q2: 932 shares 932 $262K 0.15% -25 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,260 shares; 2026Q1: 2,257 shares; 2026Q2: 2,754 shares 2,754 $260K 0.15% +497 Timeline EWJ 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: not reported; 2026Q1: not reported; 2026Q2: 2,778 shares 2,778 $259K 0.15% new Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN 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: 1,516 shares 1,516 $259K 0.15% new 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: 1,412 shares; 2025Q2: 1,528 shares; 2025Q3: not reported; 2025Q4: 1,681 shares; 2026Q1: 1,506 shares; 2026Q2: 1,428 shares 1,428 $258K 0.15% -78 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,904 shares; 2025Q2: 8,646 shares; 2025Q3: 8,738 shares; 2025Q4: 8,261 shares; 2026Q1: 8,271 shares; 2026Q2: 8,633 shares 8,633 $250K 0.14% +362 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: 1,776 shares 1,776 $248K 0.14% new 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: not reported; 2024Q4: 4,037 shares; 2025Q1: 3,593 shares; 2025Q2: 3,476 shares; 2025Q3: 3,239 shares; 2025Q4: 3,434 shares; 2026Q1: 3,402 shares; 2026Q2: 3,166 shares 3,166 $244K 0.14% -236 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 425 shares; 2024Q4: 470 shares; 2025Q1: 474 shares; 2025Q2: 505 shares; 2025Q3: 507 shares; 2025Q4: 507 shares; 2026Q1: 528 shares; 2026Q2: 470 shares 470 $241K 0.14% -58 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 816 shares; 2024Q4: 838 shares; 2025Q1: 941 shares; 2025Q2: 978 shares; 2025Q3: 938 shares; 2025Q4: 886 shares; 2026Q1: 801 shares; 2026Q2: 702 shares 702 $241K 0.14% -99 Timeline FIDU 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: not reported; 2026Q1: 2,376 shares; 2026Q2: 2,391 shares 2,391 $238K 0.14% +15 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,615 shares; 2024Q4: 1,642 shares; 2025Q1: 1,861 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,413 shares; 2026Q2: 1,438 shares 1,438 $237K 0.14% +25 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: 488 shares; 2024Q4: 809 shares; 2025Q1: 892 shares; 2025Q2: 711 shares; 2025Q3: 697 shares; 2025Q4: 660 shares; 2026Q1: not reported; 2026Q2: 562 shares 562 $234K 0.13% new 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: not reported; 2024Q4: 994 shares; 2025Q1: 1,047 shares; 2025Q2: 972 shares; 2025Q3: 972 shares; 2025Q4: 1,681 shares; 2026Q1: not reported; 2026Q2: 1,223 shares 1,223 $233K 0.13% new Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,272 shares; 2025Q1: 1,481 shares; 2025Q2: 1,629 shares; 2025Q3: 1,609 shares; 2025Q4: 1,585 shares; 2026Q1: 1,589 shares; 2026Q2: 1,585 shares 1,585 $232K 0.13% -4 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,650 shares; 2026Q2: 2,082 shares 2,082 $230K 0.13% -568 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 179 shares; 2024Q4: 183 shares; 2025Q1: 182 shares; 2025Q2: 2,829 shares; 2025Q3: 2,762 shares; 2025Q4: 2,778 shares; 2026Q1: 2,703 shares; 2026Q2: 2,494 shares 2,494 $230K 0.13% -209 Timeline TIPX 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: 13,363 shares; 2024Q4: 13,228 shares; 2025Q1: 13,189 shares; 2025Q2: 13,030 shares; 2025Q3: 12,897 shares; 2025Q4: 12,732 shares; 2026Q1: 11,995 shares; 2026Q2: 12,015 shares 12,015 $227K 0.13% +20 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,328 shares; 2025Q2: 12,312 shares; 2025Q3: 11,816 shares; 2025Q4: 11,540 shares; 2026Q1: 11,468 shares; 2026Q2: 9,715 shares 9,715 $225K 0.13% -1,753 Timeline SEIQ SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,692 shares; 2026Q2: 5,692 shares 5,692 $224K 0.13% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,084 shares; 2025Q4: 3,129 shares; 2026Q1: 2,961 shares; 2026Q2: 2,958 shares 2,958 $223K 0.13% -3 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: 2,001 shares; 2024Q4: 1,817 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,464 shares 1,464 $217K 0.12% new Timeline ILCV 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: 2,170 shares; 2026Q1: 2,212 shares; 2026Q2: 2,140 shares 2,140 $217K 0.12% -72 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,149 shares; 2025Q2: not reported; 2025Q3: 2,712 shares; 2025Q4: 2,668 shares; 2026Q1: 2,781 shares; 2026Q2: 2,465 shares 2,465 $216K 0.12% -316 Timeline VNLA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,121 shares; 2024Q4: not reported; 2025Q1: 4,587 shares; 2025Q2: 4,591 shares; 2025Q3: 4,578 shares; 2025Q4: 4,509 shares; 2026Q1: 4,515 shares; 2026Q2: 4,381 shares 4,381 $214K 0.12% -134 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 976 shares; 2024Q4: 1,009 shares; 2025Q1: 1,003 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 952 shares; 2026Q1: not reported; 2026Q2: 1,119 shares 1,119 $213K 0.12% new Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 699 shares 699 $211K 0.12% new Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 175 shares 175 $205K 0.12% new Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,783 shares; 2024Q4: not reported; 2025Q1: 1,802 shares; 2025Q2: not reported; 2025Q3: 1,921 shares; 2025Q4: 2,026 shares; 2026Q1: not reported; 2026Q2: 1,481 shares 1,481 $201K 0.12% new Timeline EOLS EVOLUS INC More: the full row for EVOLUS 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: 10,670 shares; 2026Q2: 10,670 shares 10,670 $74K 0.04% 0 Timeline LGVN LONGEVERON INC More: the full row for LONGEVERON 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: 14,250 shares 14,250 $10K 0.01% new Timeline BNAIW BRAND ENGAGEMENT NETWORK INC More: the full row for BRAND ENGAGEMENT NETWORK 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: 14,715 shares; 2025Q4: 14,715 shares; 2026Q1: 16,815 shares; 2026Q2: 16,815 shares 16,815 $2.35K <0.01% 0 Timeline