IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 36,609 shares; 2025Q1: 3,683 shares; 2025Q2: 4,533 shares; 2025Q3: 11,220 shares; 2025Q4: 63,820 shares; 2026Q1: 56,700 shares; 2026Q2: 51,730 shares; 2026Q3: 81,443 shares 81,443 $62.5M 14.2% +29,713 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 299,152 shares; 2025Q1: 301,047 shares; 2025Q2: 239,512 shares; 2025Q3: 226,797 shares; 2025Q4: 449,436 shares; 2026Q1: 440,640 shares; 2026Q2: 290,351 shares; 2026Q3: 557,270 shares 557,270 $24.5M 5.58% +266,919 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; 2024Q4: 232,041 shares; 2025Q1: 130,214 shares; 2025Q2: 155,816 shares; 2025Q3: 282,891 shares; 2025Q4: 388,860 shares; 2026Q1: 262,296 shares; 2026Q2: 250,832 shares; 2026Q3: 322,483 shares 322,483 $22.4M 5.09% +71,651 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 325,885 shares; 2025Q1: 329,992 shares; 2025Q2: 337,767 shares; 2025Q3: 336,537 shares; 2025Q4: 336,377 shares; 2026Q1: 330,167 shares; 2026Q2: 327,900 shares; 2026Q3: 327,127 shares 327,127 $18M 4.1% -773 Timeline AVUV 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; 2024Q4: 123,412 shares; 2025Q1: 124,849 shares; 2025Q2: 133,101 shares; 2025Q3: 137,423 shares; 2025Q4: 141,911 shares; 2026Q1: 137,232 shares; 2026Q2: 137,168 shares; 2026Q3: 140,180 shares 140,180 $16.7M 3.79% +3,012 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 23,279 shares; 2026Q2: 262,200 shares; 2026Q3: 448,146 shares 448,146 $16.2M 3.68% +185,946 Timeline AVDV 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; 2024Q4: 124,535 shares; 2025Q1: 124,998 shares; 2025Q2: 127,218 shares; 2025Q3: 125,460 shares; 2025Q4: 126,367 shares; 2026Q1: 122,321 shares; 2026Q2: 122,003 shares; 2026Q3: 122,734 shares 122,734 $13.3M 3.01% +731 Timeline 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; 2024Q4: 236,734 shares; 2025Q1: 236,604 shares; 2025Q2: 167,634 shares; 2025Q3: 144,171 shares; 2025Q4: 125,250 shares; 2026Q1: 131,940 shares; 2026Q2: 103,448 shares; 2026Q3: 127,546 shares 127,546 $11.5M 2.61% +24,098 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 132,025 shares; 2025Q1: 76,672 shares; 2025Q2: 82,846 shares; 2025Q3: 108,898 shares; 2025Q4: 76,838 shares; 2026Q1: 42,219 shares; 2026Q2: 81,595 shares; 2026Q3: 79,035 shares 79,035 $11.3M 2.56% -2,560 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 107,542 shares; 2025Q1: 113,604 shares; 2025Q2: 112,517 shares; 2025Q3: 104,537 shares; 2025Q4: 102,961 shares; 2026Q1: 104,621 shares; 2026Q2: 51,545 shares; 2026Q3: 103,916 shares 103,916 $10.5M 2.39% +52,371 Timeline AVES 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; 2024Q4: 115,621 shares; 2025Q1: 117,922 shares; 2025Q2: 130,679 shares; 2025Q3: 142,954 shares; 2025Q4: 152,222 shares; 2026Q1: 147,702 shares; 2026Q2: 148,713 shares; 2026Q3: 157,839 shares 157,839 $10.2M 2.32% +9,126 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 54,052 shares; 2025Q3: 148,374 shares; 2025Q4: 235,367 shares; 2026Q1: 158,816 shares; 2026Q2: 173,014 shares; 2026Q3: 200,863 shares 200,863 $9.6M 2.18% +27,849 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 29,581 shares; 2025Q1: 22,849 shares; 2025Q2: 31,191 shares; 2025Q3: 57,373 shares; 2025Q4: 47,786 shares; 2026Q1: 22,453 shares; 2026Q2: 42,046 shares; 2026Q3: 40,280 shares 40,280 $9.21M 2.09% -1,766 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; 2024Q4: 85,133 shares; 2025Q1: 80,134 shares; 2025Q2: 73,734 shares; 2025Q3: 66,322 shares; 2025Q4: 60,819 shares; 2026Q1: 59,101 shares; 2026Q2: 58,747 shares; 2026Q3: 54,347 shares 54,347 $8.44M 1.92% -4,400 Timeline JVAL J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 211,813 shares; 2025Q1: 215,842 shares; 2025Q2: 228,112 shares; 2025Q3: 215,787 shares; 2025Q4: 183,862 shares; 2026Q1: 175,371 shares; 2026Q2: 164,391 shares; 2026Q3: 144,456 shares 144,456 $8.44M 1.92% -19,935 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 42,033 shares; 2025Q1: 43,320 shares; 2025Q2: 142,909 shares; 2025Q3: 168,878 shares; 2025Q4: 250,269 shares; 2026Q1: 254,366 shares; 2026Q2: 112,949 shares; 2026Q3: 96,556 shares 96,556 $7.84M 1.78% -16,393 Timeline BOXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,953 shares; 2025Q1: 18,503 shares; 2025Q2: 16,873 shares; 2025Q3: 18,117 shares; 2025Q4: 45,812 shares; 2026Q1: 58,759 shares; 2026Q2: 57,951 shares; 2026Q3: 57,520 shares 57,520 $6.81M 1.55% -431 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; 2024Q4: 40,675 shares; 2025Q1: 41,400 shares; 2025Q2: 50,393 shares; 2025Q3: 77,487 shares; 2025Q4: 98,209 shares; 2026Q1: 95,546 shares; 2026Q2: 76,170 shares; 2026Q3: 86,364 shares 86,364 $6.78M 1.54% +10,194 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,441 shares; 2026Q2: 85,156 shares; 2026Q3: 135,624 shares 135,624 $6.7M 1.52% +50,468 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 53,618 shares; 2025Q1: 104,684 shares; 2025Q2: 121,511 shares; 2025Q3: 135,905 shares; 2025Q4: 171,153 shares; 2026Q1: 163,369 shares; 2026Q2: 111,905 shares; 2026Q3: 131,180 shares 131,180 $6.63M 1.51% +19,275 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 55,595 shares; 2025Q1: 56,154 shares; 2025Q2: 55,564 shares; 2025Q3: 55,037 shares; 2025Q4: 56,841 shares; 2026Q1: 62,712 shares; 2026Q2: 66,182 shares; 2026Q3: 68,851 shares 68,851 $6.35M 1.44% +2,669 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,480 shares; 2026Q2: 9,968 shares; 2026Q3: 84,106 shares 84,106 $6.32M 1.44% +74,138 Timeline IALT BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 97,466 shares; 2026Q3: 202,574 shares 202,574 $6.04M 1.37% +105,108 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; 2024Q4: 88,262 shares; 2025Q1: 84,664 shares; 2025Q2: 84,181 shares; 2025Q3: 81,043 shares; 2025Q4: 75,780 shares; 2026Q1: 69,912 shares; 2026Q2: 69,925 shares; 2026Q3: 60,125 shares 60,125 $6M 1.36% -9,800 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 118,010 shares; 2025Q1: 115,539 shares; 2025Q2: 109,376 shares; 2025Q3: 102,299 shares; 2025Q4: 93,808 shares; 2026Q1: 88,462 shares; 2026Q2: 88,465 shares; 2026Q3: 86,685 shares 86,685 $4.71M 1.07% -1,780 Timeline DFLV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,258 shares; 2025Q4: 88,181 shares; 2026Q1: 91,678 shares; 2026Q2: 96,480 shares; 2026Q3: 116,042 shares 116,042 $4.68M 1.06% +19,562 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 26,479 shares; 2025Q1: 34,341 shares; 2025Q2: 36,236 shares; 2025Q3: 41,570 shares; 2025Q4: 66,445 shares; 2026Q1: 81,469 shares; 2026Q2: 82,881 shares; 2026Q3: 95,945 shares 95,945 $4.6M 1.05% +13,064 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,299 shares; 2025Q4: 41,352 shares; 2026Q1: 42,944 shares; 2026Q2: 46,908 shares; 2026Q3: 73,119 shares 73,119 $4.4M 1% +26,211 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 133,526 shares; 2025Q1: 155,908 shares; 2025Q2: 234,328 shares; 2025Q3: 218,780 shares; 2025Q4: 199,831 shares; 2026Q1: 193,487 shares; 2026Q2: 95,001 shares; 2026Q3: 56,354 shares 56,354 $4.39M 1% -38,647 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 91,456 shares; 2025Q1: 90,775 shares; 2025Q2: 90,304 shares; 2025Q3: 85,950 shares; 2025Q4: 85,714 shares; 2026Q1: 85,752 shares; 2026Q2: 80,553 shares; 2026Q3: 78,754 shares 78,754 $3.96M 0.9% -1,799 Timeline AVEM 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; 2024Q4: 47,972 shares; 2025Q1: 47,728 shares; 2025Q2: 47,564 shares; 2025Q3: 53,856 shares; 2025Q4: 58,169 shares; 2026Q1: 58,889 shares; 2026Q2: 54,436 shares; 2026Q3: 41,959 shares 41,959 $3.95M 0.9% -12,477 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 58,982 shares; 2025Q1: 53,010 shares; 2025Q2: 57,489 shares; 2025Q3: 32,541 shares; 2025Q4: 15,974 shares; 2026Q1: 9,264 shares; 2026Q2: 30,454 shares; 2026Q3: 32,110 shares 32,110 $3.83M 0.87% +1,656 Timeline ENDW EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 116,119 shares; 2025Q3: 116,119 shares; 2025Q4: 116,119 shares; 2026Q1: 116,119 shares; 2026Q2: 108,745 shares; 2026Q3: 108,745 shares 108,745 $3.7M 0.84% 0 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 140,887 shares; 2025Q3: 184,596 shares; 2025Q4: 143,295 shares; 2026Q1: 60,180 shares; 2026Q2: 91,795 shares; 2026Q3: 79,188 shares 79,188 $3.49M 0.79% -12,607 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,137 shares; 2025Q1: 15,029 shares; 2025Q2: 18,669 shares; 2025Q3: 24,868 shares; 2025Q4: not reported; 2026Q1: 25,859 shares; 2026Q2: 50,640 shares; 2026Q3: 142,924 shares 142,924 $3.12M 0.71% +92,284 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,690 shares; 2025Q1: 13,094 shares; 2025Q2: 11,988 shares; 2025Q3: 15,913 shares; 2025Q4: 16,077 shares; 2026Q1: 15,940 shares; 2026Q2: 10,082 shares; 2026Q3: 9,123 shares 9,123 $3.01M 0.68% -959 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 69,599 shares; 2025Q1: 69,388 shares; 2025Q2: 66,764 shares; 2025Q3: 62,376 shares; 2025Q4: 60,213 shares; 2026Q1: 55,650 shares; 2026Q2: 54,883 shares; 2026Q3: 54,123 shares 54,123 $2.97M 0.68% -760 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 36,232 shares; 2025Q1: 36,577 shares; 2025Q2: 36,554 shares; 2025Q3: 33,816 shares; 2025Q4: 30,523 shares; 2026Q1: 30,656 shares; 2026Q2: 16,063 shares; 2026Q3: 30,059 shares 30,059 $2.88M 0.66% +13,996 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 62,979 shares; 2025Q1: 66,317 shares; 2025Q2: 68,515 shares; 2025Q3: 65,392 shares; 2025Q4: 72,504 shares; 2026Q1: 56,100 shares; 2026Q2: 44,860 shares; 2026Q3: 45,076 shares 45,076 $2.61M 0.59% +216 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,001 shares; 2025Q1: 8,049 shares; 2025Q2: 7,741 shares; 2025Q3: 7,032 shares; 2025Q4: 5,908 shares; 2026Q1: 5,636 shares; 2026Q2: 9,659 shares; 2026Q3: 28,550 shares 28,550 $2.58M 0.59% +18,891 Timeline JOET VIRTUS ETF TR II More: the full row for VIRTUS ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 33,875 shares; 2025Q1: 47,637 shares; 2025Q2: 55,328 shares; 2025Q3: 60,712 shares; 2025Q4: 64,017 shares; 2026Q1: 58,113 shares; 2026Q2: 52,977 shares; 2026Q3: 53,395 shares 53,395 $2.42M 0.55% +418 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,503 shares; 2025Q1: 14,833 shares; 2025Q2: 14,452 shares; 2025Q3: 12,994 shares; 2025Q4: 11,083 shares; 2026Q1: 10,750 shares; 2026Q2: 2,311 shares; 2026Q3: 9,881 shares 9,881 $2.14M 0.49% +7,570 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,701 shares; 2025Q1: 9,357 shares; 2025Q2: 8,354 shares; 2025Q3: 8,138 shares; 2025Q4: 8,094 shares; 2026Q1: 7,748 shares; 2026Q2: 2,624 shares; 2026Q3: 3,866 shares 3,866 $1.98M 0.45% +1,242 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,605 shares; 2025Q1: 15,179 shares; 2025Q2: 14,774 shares; 2025Q3: 14,791 shares; 2025Q4: 13,984 shares; 2026Q1: 13,961 shares; 2026Q2: 9,888 shares; 2026Q3: 8,551 shares 8,551 $1.97M 0.45% -1,337 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 37,978 shares; 2026Q2: 37,978 shares; 2026Q3: 81,210 shares 81,210 $1.94M 0.44% +43,232 Timeline TDIV 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; 2024Q4: 28,813 shares; 2025Q1: 22,247 shares; 2025Q2: 19,259 shares; 2025Q3: 18,147 shares; 2025Q4: 17,145 shares; 2026Q1: 17,145 shares; 2026Q2: 16,607 shares; 2026Q3: 16,607 shares 16,607 $1.89M 0.43% 0 Timeline SVAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 30,110 shares; 2026Q2: 24,271 shares; 2026Q3: 44,588 shares 44,588 $1.86M 0.42% +20,317 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 19,070 shares; 2025Q1: 11,033 shares; 2025Q2: 4,752 shares; 2025Q3: not reported; 2025Q4: 25,964 shares; 2026Q1: 24,619 shares; 2026Q2: 8,734 shares; 2026Q3: 23,396 shares 23,396 $1.82M 0.41% +14,662 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 17,423 shares; 2025Q1: 17,277 shares; 2025Q2: 17,332 shares; 2025Q3: 17,089 shares; 2025Q4: 16,732 shares; 2026Q1: 17,320 shares; 2026Q2: 9,374 shares; 2026Q3: 17,043 shares 17,043 $1.78M 0.41% +7,669 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,653 shares; 2025Q1: 11,142 shares; 2025Q2: 11,465 shares; 2025Q3: 12,072 shares; 2025Q4: 12,626 shares; 2026Q1: 14,142 shares; 2026Q2: 15,305 shares; 2026Q3: 16,241 shares 16,241 $1.67M 0.38% +936 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,466 shares; 2025Q1: 7,933 shares; 2025Q2: 7,681 shares; 2025Q3: 7,528 shares; 2025Q4: 7,957 shares; 2026Q1: 7,424 shares; 2026Q2: 7,291 shares; 2026Q3: 6,571 shares 6,571 $1.63M 0.37% -720 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; 2024Q4: 18,685 shares; 2025Q1: 19,972 shares; 2025Q2: 19,124 shares; 2025Q3: 20,714 shares; 2025Q4: 19,536 shares; 2026Q1: 21,435 shares; 2026Q2: 17,266 shares; 2026Q3: 22,972 shares 22,972 $1.61M 0.37% +5,706 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 65,079 shares; 2025Q1: 39,394 shares; 2025Q2: 76,578 shares; 2025Q3: 94,754 shares; 2025Q4: 85,215 shares; 2026Q1: 51,872 shares; 2026Q2: 25,013 shares; 2026Q3: 7,152 shares 7,152 $1.6M 0.36% -17,861 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,753 shares; 2025Q1: 7,522 shares; 2025Q2: 7,269 shares; 2025Q3: 7,079 shares; 2025Q4: 6,616 shares; 2026Q1: 6,697 shares; 2026Q2: 1,819 shares; 2026Q3: 4,575 shares 4,575 $1.57M 0.36% +2,756 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; 2024Q4: 24,954 shares; 2025Q1: 20,245 shares; 2025Q2: 27,798 shares; 2025Q3: 34,924 shares; 2025Q4: 40,095 shares; 2026Q1: 40,701 shares; 2026Q2: 20,672 shares; 2026Q3: 32,064 shares 32,064 $1.52M 0.35% +11,392 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,120 shares; 2025Q1: 6,120 shares; 2025Q2: 6,105 shares; 2025Q3: 6,105 shares; 2025Q4: 6,063 shares; 2026Q1: 6,311 shares; 2026Q2: 6,193 shares; 2026Q3: 6,186 shares 6,186 $1.37M 0.31% -7 Timeline HYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 37,418 shares; 2025Q1: 38,772 shares; 2025Q2: 38,280 shares; 2025Q3: 32,891 shares; 2025Q4: 29,794 shares; 2026Q1: 29,867 shares; 2026Q2: not reported; 2026Q3: 28,273 shares 28,273 $1.36M 0.31% new Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,560 shares; 2025Q1: 8,079 shares; 2025Q2: 8,527 shares; 2025Q3: 7,090 shares; 2025Q4: 7,413 shares; 2026Q1: not reported; 2026Q2: 8,343 shares; 2026Q3: 4,073 shares 4,073 $1.31M 0.3% -4,270 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,586 shares; 2025Q1: 4,841 shares; 2025Q2: 4,772 shares; 2025Q3: 4,554 shares; 2025Q4: 3,217 shares; 2026Q1: 3,225 shares; 2026Q2: 1,357 shares; 2026Q3: 1,840 shares 1,840 $1.29M 0.29% +483 Timeline LMUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 30,905 shares; 2026Q2: 30,870 shares; 2026Q3: 26,680 shares 26,680 $1.25M 0.28% -4,190 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; 2024Q4: 182,028 shares; 2025Q1: 227,189 shares; 2025Q2: 255,679 shares; 2025Q3: 301,688 shares; 2025Q4: 107,816 shares; 2026Q1: 110,286 shares; 2026Q2: 64,940 shares; 2026Q3: 52,791 shares 52,791 $1.17M 0.26% -12,149 Timeline SYSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,681 shares; 2026Q1: 12,577 shares; 2026Q2: 2,810 shares; 2026Q3: 13,768 shares 13,768 $1.16M 0.26% +10,958 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 22,071 shares; 2025Q1: 22,572 shares; 2025Q2: 22,134 shares; 2025Q3: 21,746 shares; 2025Q4: 21,263 shares; 2026Q1: 22,146 shares; 2026Q2: 22,092 shares; 2026Q3: 22,398 shares 22,398 $1.15M 0.26% +306 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 739 shares; 2025Q1: 874 shares; 2025Q2: 917 shares; 2025Q3: 967 shares; 2025Q4: 1,132 shares; 2026Q1: 1,289 shares; 2026Q2: 1,376 shares; 2026Q3: 1,463 shares 1,463 $970K 0.22% +87 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,560 shares; 2025Q1: 6,560 shares; 2025Q2: 6,661 shares; 2025Q3: 6,436 shares; 2025Q4: 6,330 shares; 2026Q1: 6,330 shares; 2026Q2: 6,330 shares; 2026Q3: 6,104 shares 6,104 $969K 0.22% -226 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 17,095 shares; 2025Q1: 9,115 shares; 2025Q2: 9,214 shares; 2025Q3: 8,864 shares; 2025Q4: 9,368 shares; 2026Q1: 9,795 shares; 2026Q2: 10,231 shares; 2026Q3: 10,657 shares 10,657 $950K 0.22% +426 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 36,821 shares 36,821 $895K 0.2% new Timeline FAD FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,260 shares; 2025Q1: 5,178 shares; 2025Q2: 5,171 shares; 2025Q3: 5,219 shares; 2025Q4: 5,133 shares; 2026Q1: 4,851 shares; 2026Q2: 4,788 shares; 2026Q3: 4,620 shares 4,620 $843K 0.19% -168 Timeline AVSC 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,928 shares; 2025Q3: 16,230 shares; 2025Q4: 13,161 shares; 2026Q1: 12,280 shares; 2026Q2: 11,980 shares; 2026Q3: 11,980 shares 11,980 $835K 0.19% 0 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; 2024Q4: 2,345 shares; 2025Q1: 2,304 shares; 2025Q2: 2,203 shares; 2025Q3: 2,212 shares; 2025Q4: 2,150 shares; 2026Q1: 2,136 shares; 2026Q2: 1,760 shares; 2026Q3: 2,182 shares 2,182 $819K 0.19% +422 Timeline XTEN BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 24,008 shares; 2025Q2: 85,209 shares; 2025Q3: 118,233 shares; 2025Q4: 43,256 shares; 2026Q1: 44,804 shares; 2026Q2: 26,914 shares; 2026Q3: 19,271 shares 19,271 $816K 0.19% -7,643 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; 2024Q4: 1,232 shares; 2025Q1: 1,297 shares; 2025Q2: 1,476 shares; 2025Q3: 2,012 shares; 2025Q4: 1,875 shares; 2026Q1: 1,855 shares; 2026Q2: 1,506 shares; 2026Q3: 973 shares 973 $743K 0.17% -533 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,829 shares; 2025Q1: 11,671 shares; 2025Q2: 10,466 shares; 2025Q3: 8,556 shares; 2025Q4: 6,836 shares; 2026Q1: 6,911 shares; 2026Q2: 3,055 shares; 2026Q3: 7,000 shares 7,000 $730K 0.17% +3,945 Timeline XNTK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,684 shares; 2025Q1: 1,684 shares; 2025Q2: 1,684 shares; 2025Q3: 1,632 shares; 2025Q4: 1,632 shares; 2026Q1: 1,632 shares; 2026Q2: 1,632 shares; 2026Q3: 1,632 shares 1,632 $629K 0.14% 0 Timeline DJP BARCLAYS BANK PLC More: the full row for BARCLAYS BANK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,997 shares; 2025Q1: 8,212 shares; 2025Q2: 8,298 shares; 2025Q3: 8,596 shares; 2025Q4: 9,785 shares; 2026Q1: 10,571 shares; 2026Q2: 11,340 shares; 2026Q3: 12,089 shares 12,089 $626K 0.14% +749 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,084 shares; 2025Q1: 3,613 shares; 2025Q2: 2,746 shares; 2025Q3: 2,745 shares; 2025Q4: 2,451 shares; 2026Q1: 2,432 shares; 2026Q2: 1,934 shares; 2026Q3: 1,765 shares 1,765 $597K 0.14% -169 Timeline PZA 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 27,817 shares; 2026Q3: 27,817 shares 27,817 $596K 0.14% 0 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,657 shares; 2025Q1: 1,073 shares; 2025Q2: 985 shares; 2025Q3: 1,498 shares; 2025Q4: 1,657 shares; 2026Q1: 1,757 shares; 2026Q2: 773 shares; 2026Q3: 1,658 shares 1,658 $587K 0.13% +885 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 540 shares; 2025Q2: 670 shares; 2025Q3: 734 shares; 2025Q4: 777 shares; 2026Q1: 775 shares; 2026Q2: 710 shares; 2026Q3: 764 shares 764 $567K 0.13% +54 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,836 shares; 2025Q1: 1,836 shares; 2025Q2: 3,297 shares; 2025Q3: 2,362 shares; 2025Q4: 2,364 shares; 2026Q1: 2,364 shares; 2026Q2: 2,364 shares; 2026Q3: 2,364 shares 2,364 $552K 0.13% 0 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 81,116 shares; 2025Q1: 44,319 shares; 2025Q2: 21,428 shares; 2025Q3: 5,532 shares; 2025Q4: 5,725 shares; 2026Q1: 6,206 shares; 2026Q2: 6,171 shares; 2026Q3: 5,539 shares 5,539 $550K 0.13% -632 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; 2024Q4: 2,975 shares; 2025Q1: 2,957 shares; 2025Q2: 2,790 shares; 2025Q3: 2,155 shares; 2025Q4: 2,120 shares; 2026Q1: 2,104 shares; 2026Q2: 1,148 shares; 2026Q3: 1,444 shares 1,444 $527K 0.12% +296 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,420 shares; 2025Q1: 8,410 shares; 2025Q2: 8,641 shares; 2025Q3: 8,724 shares; 2025Q4: 7,096 shares; 2026Q1: 6,687 shares; 2026Q2: 7,821 shares; 2026Q3: 2,539 shares 2,539 $526K 0.12% -5,282 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,311 shares; 2025Q1: 3,311 shares; 2025Q2: 3,311 shares; 2025Q3: 3,311 shares; 2025Q4: 3,311 shares; 2026Q1: 3,311 shares; 2026Q2: 3,318 shares; 2026Q3: 3,318 shares 3,318 $519K 0.12% 0 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,317 shares; 2025Q1: 16,432 shares; 2025Q2: 19,731 shares; 2025Q3: 24,665 shares; 2025Q4: 20,776 shares; 2026Q1: 18,268 shares; 2026Q2: 10,742 shares; 2026Q3: 6,238 shares 6,238 $515K 0.12% -4,504 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,209 shares; 2025Q1: 2,220 shares; 2025Q2: 2,202 shares; 2025Q3: 1,934 shares; 2025Q4: 1,595 shares; 2026Q1: 1,590 shares; 2026Q2: not reported; 2026Q3: 1,493 shares 1,493 $508K 0.12% new Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,205 shares; 2025Q1: 5,870 shares; 2025Q2: 5,732 shares; 2025Q3: 5,367 shares; 2025Q4: 5,026 shares; 2026Q1: 4,753 shares; 2026Q2: 4,690 shares; 2026Q3: 4,725 shares 4,725 $487K 0.11% +35 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,936 shares; 2025Q1: 3,014 shares; 2025Q2: 2,987 shares; 2025Q3: 2,670 shares; 2025Q4: 2,208 shares; 2026Q1: 2,213 shares; 2026Q2: not reported; 2026Q3: 2,043 shares 2,043 $475K 0.11% new Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,850 shares; 2025Q1: 26,529 shares; 2025Q2: 58,094 shares; 2025Q3: 103,493 shares; 2025Q4: 77,913 shares; 2026Q1: 62,422 shares; 2026Q2: 48,052 shares; 2026Q3: 7,351 shares 7,351 $468K 0.11% -40,701 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,930 shares; 2025Q1: 12,869 shares; 2025Q2: 12,982 shares; 2025Q3: 12,797 shares; 2025Q4: 12,800 shares; 2026Q1: 12,684 shares; 2026Q2: 12,684 shares; 2026Q3: 12,684 shares 12,684 $460K 0.1% 0 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; 2024Q4: 457 shares; 2025Q1: 452 shares; 2025Q2: 452 shares; 2025Q3: 452 shares; 2025Q4: 440 shares; 2026Q1: 440 shares; 2026Q2: 3,610 shares; 2026Q3: 3,610 shares 3,610 $459K 0.1% 0 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 811 shares; 2025Q1: 811 shares; 2025Q2: 811 shares; 2025Q3: 818 shares; 2025Q4: 836 shares; 2026Q1: 840 shares; 2026Q2: 5,067 shares; 2026Q3: 5,042 shares 5,042 $432K 0.1% -25 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,052 shares; 2025Q3: 5,246 shares; 2025Q4: 5,711 shares; 2026Q1: 6,716 shares; 2026Q2: 7,417 shares; 2026Q3: 8,028 shares 8,028 $427K 0.1% +611 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,775 shares; 2025Q1: 2,775 shares; 2025Q2: 2,775 shares; 2025Q3: 2,498 shares; 2025Q4: 2,498 shares; 2026Q1: 2,498 shares; 2026Q2: 2,498 shares; 2026Q3: 2,498 shares 2,498 $403K 0.09% 0 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,748 shares; 2025Q1: 6,976 shares; 2025Q2: 5,097 shares; 2025Q3: 5,104 shares; 2025Q4: 5,070 shares; 2026Q1: 4,898 shares; 2026Q2: not reported; 2026Q3: 4,499 shares 4,499 $399K 0.09% new Timeline PECO PHILLIPS EDISON & CO INC More: the full row for PHILLIPS EDISON & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,180 shares; 2025Q1: 12,893 shares; 2025Q2: 12,186 shares; 2025Q3: 12,080 shares; 2025Q4: 11,472 shares; 2026Q1: 11,266 shares; 2026Q2: 10,605 shares; 2026Q3: 10,372 shares 10,372 $389K 0.09% -233 Timeline GGOV BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 7,788 shares 7,788 $385K 0.09% new Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,758 shares; 2025Q1: 10,496 shares; 2025Q2: 11,472 shares; 2025Q3: 11,371 shares; 2025Q4: 7,988 shares; 2026Q1: 4,318 shares; 2026Q2: not reported; 2026Q3: 3,860 shares 3,860 $378K 0.09% new Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,798 shares; 2025Q1: 2,685 shares; 2025Q2: 2,133 shares; 2025Q3: 2,260 shares; 2025Q4: 1,899 shares; 2026Q1: 2,009 shares; 2026Q2: 1,861 shares; 2026Q3: 1,104 shares 1,104 $368K 0.08% -757 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 502 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 416 shares; 2025Q4: 667 shares; 2026Q1: 521 shares; 2026Q2: 550 shares; 2026Q3: 492 shares 492 $357K 0.08% -58 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; 2024Q4: not reported; 2025Q1: 321,713 shares; 2025Q2: 276,735 shares; 2025Q3: 243,212 shares; 2025Q4: 7,923 shares; 2026Q1: 10,289 shares; 2026Q2: 15,573 shares; 2026Q3: 10,076 shares 10,076 $356K 0.08% -5,497 Timeline FSCO FS CREDIT OPPORTUNITIES CORP More: the full row for FS CREDIT OPPORTUNITIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 70,822 shares; 2025Q1: 69,222 shares; 2025Q2: 71,225 shares; 2025Q3: 71,225 shares; 2025Q4: 69,726 shares; 2026Q1: 66,935 shares; 2026Q2: 63,962 shares; 2026Q3: 69,283 shares 69,283 $355K 0.08% +5,321 Timeline EMLC VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 20,830 shares; 2025Q1: 19,802 shares; 2025Q2: 19,477 shares; 2025Q3: 17,814 shares; 2025Q4: 15,376 shares; 2026Q1: 15,358 shares; 2026Q2: not reported; 2026Q3: 14,397 shares 14,397 $353K 0.08% new Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,293 shares; 2025Q1: 2,133 shares; 2025Q2: 1,974 shares; 2025Q3: 1,965 shares; 2025Q4: 2,075 shares; 2026Q1: 2,054 shares; 2026Q2: 2,033 shares; 2026Q3: 981 shares 981 $353K 0.08% -1,052 Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,538 shares; 2025Q1: 4,502 shares; 2025Q2: 4,308 shares; 2025Q3: 3,991 shares; 2025Q4: 3,998 shares; 2026Q1: 3,957 shares; 2026Q2: 3,857 shares; 2026Q3: 3,877 shares 3,877 $347K 0.08% +20 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,468 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,254 shares; 2025Q4: 1,448 shares; 2026Q1: 1,448 shares; 2026Q2: 983 shares; 2026Q3: 1,034 shares 1,034 $346K 0.08% +51 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,329 shares 2,329 $345K 0.08% new Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 25,757 shares; 2025Q1: 20,625 shares; 2025Q2: 30,236 shares; 2025Q3: 15,761 shares; 2025Q4: 9,211 shares; 2026Q1: 7,683 shares; 2026Q2: 1,441 shares; 2026Q3: 1,285 shares 1,285 $343K 0.08% -156 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,050 shares; 2025Q1: 10,339 shares; 2025Q2: 13,156 shares; 2025Q3: 14,448 shares; 2025Q4: 6,378 shares; 2026Q1: 3,834 shares; 2026Q2: not reported; 2026Q3: 3,710 shares 3,710 $335K 0.08% new Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,618 shares; 2025Q1: 9,618 shares; 2025Q2: 9,538 shares; 2025Q3: 9,538 shares; 2025Q4: 9,538 shares; 2026Q1: 9,538 shares; 2026Q2: 9,538 shares; 2026Q3: 9,538 shares 9,538 $327K 0.07% 0 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,381 shares; 2025Q1: 5,016 shares; 2025Q2: 3,912 shares; 2025Q3: 3,561 shares; 2025Q4: 4,473 shares; 2026Q1: 3,341 shares; 2026Q2: 3,556 shares; 2026Q3: 3,329 shares 3,329 $314K 0.07% -227 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,782 shares; 2026Q2: 2,782 shares; 2026Q3: 2,765 shares 2,765 $310K 0.07% -17 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,413 shares; 2025Q1: 3,207 shares; 2025Q2: 3,207 shares; 2025Q3: 3,156 shares; 2025Q4: 2,917 shares; 2026Q1: 2,827 shares; 2026Q2: 2,945 shares; 2026Q3: 2,755 shares 2,755 $306K 0.07% -190 Timeline FAB FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,273 shares; 2025Q1: 3,279 shares; 2025Q2: 3,292 shares; 2025Q3: 3,296 shares; 2025Q4: 3,245 shares; 2026Q1: 3,227 shares; 2026Q2: 3,234 shares; 2026Q3: 3,046 shares 3,046 $303K 0.07% -188 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 147 shares; 2025Q1: 141 shares; 2025Q2: 138 shares; 2025Q3: 130 shares; 2025Q4: 123 shares; 2026Q1: 123 shares; 2026Q2: 272 shares; 2026Q3: 107 shares 107 $302K 0.07% -165 Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,220 shares; 2026Q1: 5,220 shares; 2026Q2: 5,220 shares; 2026Q3: 5,220 shares 5,220 $283K 0.06% 0 Timeline CCD CALAMOS DYNAMIC CONV & INCOM More: the full row for CALAMOS DYNAMIC CONV & INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,105 shares; 2025Q1: 11,952 shares; 2025Q2: 11,953 shares; 2025Q3: 10,140 shares; 2025Q4: 10,159 shares; 2026Q1: 10,408 shares; 2026Q2: 11,820 shares; 2026Q3: 12,266 shares 12,266 $276K 0.06% +446 Timeline BIZD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 18,754 shares; 2025Q1: 18,437 shares; 2025Q2: 17,978 shares; 2025Q3: 17,665 shares; 2025Q4: 18,193 shares; 2026Q1: 19,510 shares; 2026Q2: 22,056 shares; 2026Q3: 21,089 shares 21,089 $263K 0.06% -967 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,958 shares; 2025Q1: 3,040 shares; 2025Q2: 3,053 shares; 2025Q3: 3,012 shares; 2025Q4: 3,013 shares; 2026Q1: 2,979 shares; 2026Q2: not reported; 2026Q3: 2,822 shares 2,822 $255K 0.06% new Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,800 shares; 2025Q3: 4,800 shares; 2025Q4: 4,800 shares; 2026Q1: 4,800 shares; 2026Q2: not reported; 2026Q3: 4,800 shares 4,800 $255K 0.06% new Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 609 shares 609 $249K 0.06% new Timeline PRIM PRIMORIS SVCS CORP More: the full row for PRIMORIS SVCS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,683 shares; 2025Q1: not reported; 2025Q2: 2,683 shares; 2025Q3: 4,161 shares; 2025Q4: 1,906 shares; 2026Q1: 1,906 shares; 2026Q2: 3,226 shares; 2026Q3: 3,226 shares 3,226 $246K 0.06% 0 Timeline GWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,630 shares; 2025Q3: 5,441 shares; 2025Q4: 5,362 shares; 2026Q1: 5,290 shares; 2026Q2: 5,281 shares; 2026Q3: 5,400 shares 5,400 $245K 0.06% +119 Timeline PB PROSPERITY BANCSHARES INC More: the full row for PROSPERITY BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,450 shares; 2025Q1: 4,200 shares; 2025Q2: 4,200 shares; 2025Q3: 4,200 shares; 2025Q4: 3,875 shares; 2026Q1: 3,875 shares; 2026Q2: 3,625 shares; 2026Q3: 3,625 shares 3,625 $242K 0.06% 0 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,596 shares; 2025Q1: 2,487 shares; 2025Q2: 2,269 shares; 2025Q3: 2,307 shares; 2025Q4: 1,927 shares; 2026Q1: 1,821 shares; 2026Q2: 1,011 shares; 2026Q3: 932 shares 932 $241K 0.05% -79 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; 2024Q4: 4,708 shares; 2025Q1: 4,708 shares; 2025Q2: 4,708 shares; 2025Q3: 4,605 shares; 2025Q4: 4,605 shares; 2026Q1: 4,605 shares; 2026Q2: 4,605 shares; 2026Q3: 4,605 shares 4,605 $229K 0.05% 0 Timeline VNQI VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,430 shares; 2026Q1: 4,644 shares; 2026Q2: 5,060 shares; 2026Q3: 5,390 shares 5,390 $227K 0.05% +330 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,594 shares; 2026Q1: 1,594 shares; 2026Q2: 1,594 shares; 2026Q3: 1,594 shares 1,594 $223K 0.05% 0 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,134 shares; 2025Q4: 3,205 shares; 2026Q1: 3,707 shares; 2026Q2: 1,231 shares; 2026Q3: 1,220 shares 1,220 $222K 0.05% -11 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,241 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,655 shares; 2026Q1: 1,614 shares; 2026Q2: 1,643 shares; 2026Q3: 1,613 shares 1,613 $221K 0.05% -30 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; 2024Q4: 2,669 shares; 2025Q1: 2,575 shares; 2025Q2: 2,684 shares; 2025Q3: 2,578 shares; 2025Q4: 2,422 shares; 2026Q1: 2,564 shares; 2026Q2: not reported; 2026Q3: 2,376 shares 2,376 $217K 0.05% new Timeline LEND 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,815 shares; 2026Q3: 8,724 shares 8,724 $212K 0.05% +4,909 Timeline GNL GLOBAL NET LEASE INC More: the full row for GLOBAL NET LEASE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 32,084 shares; 2025Q1: 32,084 shares; 2025Q2: 30,464 shares; 2025Q3: 30,464 shares; 2025Q4: 30,464 shares; 2026Q1: 30,464 shares; 2026Q2: 24,849 shares; 2026Q3: 24,569 shares 24,569 $202K 0.05% -280 Timeline XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,808 shares; 2025Q1: 14,808 shares; 2025Q2: 14,808 shares; 2025Q3: 14,808 shares; 2025Q4: 14,808 shares; 2026Q1: 14,808 shares; 2026Q2: not reported; 2026Q3: 14,808 shares 14,808 $149K 0.03% new Timeline HRTX HERON THERAPEUTICS INC More: the full row for HERON THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 262,542 shares; 2025Q1: 262,542 shares; 2025Q2: 260,378 shares; 2025Q3: 222,878 shares; 2025Q4: 259,968 shares; 2026Q1: 305,668 shares; 2026Q2: 370,579 shares; 2026Q3: 319,123 shares 319,123 $114K 0.03% -51,456 Timeline XIGDX VOYA GLBL EQTY DIV & PREM OP More: the full row for VOYA GLBL EQTY DIV & PREM OP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,026 shares; 2026Q1: 10,026 shares; 2026Q2: not reported; 2026Q3: 10,026 shares 10,026 $61.8K 0.01% new Timeline