DFAC 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: 10,595,895 shares; 2025Q1: 11,812,257 shares; 2025Q2: 12,781,699 shares; 2025Q3: 13,520,639 shares; 2025Q4: 13,914,954 shares; 2026Q1: 15,724,523 shares; 2026Q2: 16,110,656 shares; 2026Q3: 17,175,406 shares 17,175,406 $776M 9.85% +1,064,750 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: 332,083 shares; 2025Q1: 396,108 shares; 2025Q2: 430,143 shares; 2025Q3: 465,069 shares; 2025Q4: 688,831 shares; 2026Q1: 730,033 shares; 2026Q2: 743,141 shares; 2026Q3: 767,521 shares 767,521 $292M 3.71% +24,380 Timeline DFSD 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: 1,671,180 shares; 2025Q1: 2,694,401 shares; 2025Q2: 3,396,458 shares; 2025Q3: 4,002,899 shares; 2025Q4: 4,509,681 shares; 2026Q1: 5,246,327 shares; 2026Q2: 5,420,887 shares; 2026Q3: 5,830,255 shares 5,830,255 $272M 3.45% +409,368 Timeline DFCF 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: 1,909,521 shares; 2025Q1: 2,040,511 shares; 2025Q2: 2,148,340 shares; 2025Q3: 2,306,121 shares; 2025Q4: 2,604,385 shares; 2026Q1: 4,408,477 shares; 2026Q2: 4,667,514 shares; 2026Q3: 5,086,367 shares 5,086,367 $204M 2.59% +418,853 Timeline DFIC 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: 2,802,429 shares; 2025Q1: 3,254,844 shares; 2025Q2: 3,646,621 shares; 2025Q3: 3,947,017 shares; 2025Q4: 4,296,455 shares; 2026Q1: 4,552,460 shares; 2026Q2: 4,772,870 shares; 2026Q3: 5,071,742 shares 5,071,742 $189M 2.4% +298,872 Timeline DFA INVT DIMENSIONS GROUP IN DFA INVT DIMENSIONS GROUP IN More: the full row for DFA INVT DIMENSIONS 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: not reported; 2026Q2: not reported; 2026Q3: 4,343,496 shares 4,343,496 $185M 2.35% new DFUS 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: 658,494 shares; 2025Q1: 715,546 shares; 2025Q2: 1,177,252 shares; 2025Q3: 1,162,120 shares; 2025Q4: 1,224,259 shares; 2026Q1: 2,180,551 shares; 2026Q2: 2,199,716 shares; 2026Q3: 2,155,906 shares 2,155,906 $182M 2.32% -43,810 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 34,754 shares; 2025Q1: 125,999 shares; 2025Q2: 209,360 shares; 2025Q3: 254,583 shares; 2025Q4: 285,228 shares; 2026Q1: 330,603 shares; 2026Q2: 359,515 shares; 2026Q3: 473,977 shares 473,977 $166M 2.11% +114,462 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: 1,518,825 shares; 2025Q1: 1,499,836 shares; 2025Q2: 1,534,506 shares; 2025Q3: 1,607,276 shares; 2025Q4: 1,653,788 shares; 2026Q1: 1,796,418 shares; 2026Q2: 1,820,993 shares; 2026Q3: 2,002,610 shares 2,002,610 $140M 1.78% +181,617 Timeline DFAT 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: 1,677,344 shares; 2025Q1: 1,637,566 shares; 2025Q2: 1,657,077 shares; 2025Q3: 1,655,470 shares; 2025Q4: 1,649,140 shares; 2026Q1: 2,132,827 shares; 2026Q2: 2,077,701 shares; 2026Q3: 2,045,430 shares 2,045,430 $137M 1.74% -32,271 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,815,851 shares; 2025Q1: 1,698,621 shares; 2025Q2: 1,621,727 shares; 2025Q3: 1,512,690 shares; 2025Q4: 1,661,574 shares; 2026Q1: 1,655,982 shares; 2026Q2: 1,579,884 shares; 2026Q3: 1,738,455 shares 1,738,455 $133M 1.68% +158,571 Timeline DFGX 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: 327,261 shares; 2025Q1: 936,969 shares; 2025Q2: 1,348,633 shares; 2025Q3: 1,670,184 shares; 2025Q4: 1,935,630 shares; 2026Q1: 2,130,939 shares; 2026Q2: 2,259,550 shares; 2026Q3: 2,570,092 shares 2,570,092 $132M 1.67% +310,542 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,080,414 shares; 2025Q1: 1,266,007 shares; 2025Q2: 1,373,980 shares; 2025Q3: 1,671,450 shares; 2025Q4: 1,883,128 shares; 2026Q1: 1,959,368 shares; 2026Q2: 2,010,728 shares; 2026Q3: 2,002,811 shares 2,002,811 $120M 1.52% -7,917 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: 78,509 shares; 2025Q1: 113,837 shares; 2025Q2: 184,366 shares; 2025Q3: 194,289 shares; 2025Q4: 254,471 shares; 2026Q1: 325,565 shares; 2026Q2: 337,158 shares; 2026Q3: 354,187 shares 354,187 $119M 1.51% +17,029 Timeline DFAU 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: 88,229 shares; 2025Q1: 108,407 shares; 2025Q2: 99,230 shares; 2025Q3: 95,866 shares; 2025Q4: 108,892 shares; 2026Q1: 2,153,540 shares; 2026Q2: 2,130,305 shares; 2026Q3: 2,161,278 shares 2,161,278 $115M 1.46% +30,973 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: 1,259,301 shares; 2025Q1: 1,230,119 shares; 2025Q2: 1,209,385 shares; 2025Q3: 1,167,192 shares; 2025Q4: 1,145,849 shares; 2026Q1: 1,895,167 shares; 2026Q2: 1,943,050 shares; 2026Q3: 2,083,562 shares 2,083,562 $115M 1.46% +140,512 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,263,137 shares; 2025Q1: 1,240,949 shares; 2025Q2: 1,282,443 shares; 2025Q3: 1,623,738 shares; 2025Q4: 1,735,240 shares; 2026Q1: 1,740,478 shares; 2026Q2: 1,717,714 shares; 2026Q3: 1,607,247 shares 1,607,247 $113M 1.43% -110,467 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: 208,268 shares; 2025Q1: 477,685 shares; 2025Q2: 657,632 shares; 2025Q3: 771,152 shares; 2025Q4: 854,577 shares; 2026Q1: 960,152 shares; 2026Q2: 997,148 shares; 2026Q3: 1,149,116 shares 1,149,116 $109M 1.38% +151,968 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; 2024Q4: 256,547 shares; 2025Q1: 409,567 shares; 2025Q2: 542,167 shares; 2025Q3: 632,451 shares; 2025Q4: 682,150 shares; 2026Q1: 757,248 shares; 2026Q2: 828,607 shares; 2026Q3: 1,087,395 shares 1,087,395 $97.3M 1.23% +258,788 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: 268,367 shares; 2025Q1: 719,582 shares; 2025Q2: 980,236 shares; 2025Q3: 1,178,511 shares; 2025Q4: 1,318,903 shares; 2026Q1: 1,464,732 shares; 2026Q2: 1,536,111 shares; 2026Q3: 1,975,047 shares 1,975,047 $80M 1.02% +438,936 Timeline DFNM 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: 552,649 shares; 2025Q1: 643,483 shares; 2025Q2: 611,392 shares; 2025Q3: 656,842 shares; 2025Q4: 681,896 shares; 2026Q1: 1,320,176 shares; 2026Q2: 1,590,906 shares; 2026Q3: 1,690,582 shares 1,690,582 $77.9M 0.99% +99,676 Timeline DFEM 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: 1,398,252 shares; 2025Q1: 1,358,092 shares; 2025Q2: 1,359,330 shares; 2025Q3: 1,334,738 shares; 2025Q4: 1,372,117 shares; 2026Q1: 1,657,178 shares; 2026Q2: 1,666,664 shares; 2026Q3: 1,879,918 shares 1,879,918 $75.6M 0.96% +213,254 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: 9,190 shares; 2025Q1: 26,491 shares; 2025Q2: 35,379 shares; 2025Q3: 56,990 shares; 2025Q4: 64,050 shares; 2026Q1: 81,788 shares; 2026Q2: 90,749 shares; 2026Q3: 104,803 shares 104,803 $74.9M 0.95% +14,054 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: 72,555 shares; 2025Q1: 263,008 shares; 2025Q2: 317,608 shares; 2025Q3: 409,786 shares; 2025Q4: 447,787 shares; 2026Q1: 487,168 shares; 2026Q2: 513,616 shares; 2026Q3: 769,192 shares 769,192 $74M 0.94% +255,576 Timeline DIHP 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: 274,810 shares; 2025Q1: 707,883 shares; 2025Q2: 930,719 shares; 2025Q3: 1,131,564 shares; 2025Q4: 1,280,570 shares; 2026Q1: 1,999,534 shares; 2026Q2: 2,097,924 shares; 2026Q3: 2,169,372 shares 2,169,372 $73M 0.93% +71,448 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: 125,689 shares; 2025Q1: 319,588 shares; 2025Q2: 517,317 shares; 2025Q3: 662,537 shares; 2025Q4: 826,561 shares; 2026Q1: 1,122,430 shares; 2026Q2: 1,382,574 shares; 2026Q3: 1,626,651 shares 1,626,651 $71.6M 0.91% +244,077 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 37,905 shares; 2025Q1: 240,656 shares; 2025Q2: 390,604 shares; 2025Q3: 707,670 shares; 2025Q4: 814,422 shares; 2026Q1: 948,515 shares; 2026Q2: 1,085,686 shares; 2026Q3: 1,469,742 shares 1,469,742 $69.4M 0.88% +384,056 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: 72,390 shares; 2025Q1: 78,753 shares; 2025Q2: 79,821 shares; 2025Q3: 83,743 shares; 2025Q4: 102,628 shares; 2026Q1: 121,363 shares; 2026Q2: 121,343 shares; 2026Q3: 126,914 shares 126,914 $67.2M 0.85% +5,571 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 91,754 shares; 2025Q1: 510,167 shares; 2025Q2: 837,816 shares; 2025Q3: 1,073,058 shares; 2025Q4: 1,336,604 shares; 2026Q1: 1,807,132 shares; 2026Q2: 2,223,605 shares; 2026Q3: 2,646,568 shares 2,646,568 $64.3M 0.82% +422,963 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: 13,281 shares; 2025Q1: 12,967 shares; 2025Q2: 50,281 shares; 2025Q3: 79,245 shares; 2025Q4: 84,439 shares; 2026Q1: 87,650 shares; 2026Q2: 85,001 shares; 2026Q3: 81,597 shares 81,597 $63.4M 0.8% -3,404 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: 282,138 shares; 2025Q1: 380,837 shares; 2025Q2: 422,074 shares; 2025Q3: 446,632 shares; 2025Q4: 470,399 shares; 2026Q1: 489,839 shares; 2026Q2: 525,853 shares; 2026Q3: 569,360 shares 569,360 $61.5M 0.78% +43,507 Timeline DFAX 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: 872,892 shares; 2025Q1: 1,060,948 shares; 2025Q2: 1,174,996 shares; 2025Q3: 1,157,500 shares; 2025Q4: 1,113,787 shares; 2026Q1: 1,612,850 shares; 2026Q2: 1,602,530 shares; 2026Q3: 1,613,440 shares 1,613,440 $59.8M 0.76% +10,910 Timeline DFUV 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: 486,509 shares; 2025Q1: 485,458 shares; 2025Q2: 833,172 shares; 2025Q3: 821,903 shares; 2025Q4: 738,218 shares; 2026Q1: 1,074,939 shares; 2026Q2: 1,070,075 shares; 2026Q3: 1,072,946 shares 1,072,946 $59.5M 0.76% +2,871 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 407,144 shares; 2025Q1: 323,304 shares; 2025Q2: 327,444 shares; 2025Q3: 288,653 shares; 2025Q4: 241,091 shares; 2026Q1: 217,337 shares; 2026Q2: 211,482 shares; 2026Q3: 204,539 shares 204,539 $58.9M 0.75% -6,943 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,546 shares; 2025Q1: 145,393 shares; 2025Q2: 185,756 shares; 2025Q3: 230,445 shares; 2025Q4: 273,676 shares; 2026Q1: 355,648 shares; 2026Q2: 402,893 shares; 2026Q3: 440,631 shares 440,631 $58.4M 0.74% +37,738 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 95,671 shares; 2025Q1: 99,674 shares; 2025Q2: 102,206 shares; 2025Q3: 104,807 shares; 2025Q4: 244,585 shares; 2026Q1: 413,715 shares; 2026Q2: 415,255 shares; 2026Q3: 408,056 shares 408,056 $56.3M 0.71% -7,199 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: 210,773 shares; 2025Q1: 196,335 shares; 2025Q2: 189,993 shares; 2025Q3: 204,461 shares; 2025Q4: 204,929 shares; 2026Q1: 228,625 shares; 2026Q2: 237,757 shares; 2026Q3: 252,083 shares 252,083 $55M 0.7% +14,326 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,549 shares; 2025Q1: 1,478 shares; 2025Q2: 2,123 shares; 2025Q3: 2,196 shares; 2025Q4: 5,394 shares; 2026Q1: 8,389 shares; 2026Q2: 8,355 shares; 2026Q3: 68,054 shares 68,054 $53.1M 0.67% +59,699 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 58,936 shares; 2025Q1: 213,009 shares; 2025Q2: 313,146 shares; 2025Q3: 410,591 shares; 2025Q4: 520,429 shares; 2026Q1: 717,308 shares; 2026Q2: 861,066 shares; 2026Q3: 1,071,533 shares 1,071,533 $52.6M 0.67% +210,467 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: 273,018 shares; 2025Q1: 314,352 shares; 2025Q2: 332,223 shares; 2025Q3: 397,670 shares; 2025Q4: 411,059 shares; 2026Q1: 418,476 shares; 2026Q2: 415,416 shares; 2026Q3: 488,398 shares 488,398 $51M 0.65% +72,982 Timeline DFAI 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: 160,759 shares; 2025Q1: 166,241 shares; 2025Q2: 165,783 shares; 2025Q3: 158,107 shares; 2025Q4: 204,700 shares; 2026Q1: 1,113,561 shares; 2026Q2: 1,121,313 shares; 2026Q3: 1,190,538 shares 1,190,538 $49M 0.62% +69,225 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 55,573 shares; 2025Q1: 59,585 shares; 2025Q2: 81,694 shares; 2025Q3: 136,564 shares; 2025Q4: 140,905 shares; 2026Q1: 142,227 shares; 2026Q2: 148,012 shares; 2026Q3: 169,474 shares 169,474 $48.6M 0.62% +21,462 Timeline SPHY 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: 20,479 shares; 2025Q1: 246,276 shares; 2025Q2: 461,736 shares; 2025Q3: 713,148 shares; 2025Q4: 1,181,289 shares; 2026Q1: 1,556,326 shares; 2026Q2: 1,803,063 shares; 2026Q3: 2,138,787 shares 2,138,787 $48.2M 0.61% +335,724 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,299 shares; 2025Q1: 10,299 shares; 2025Q2: 10,299 shares; 2025Q3: 88,433 shares; 2025Q4: 106,932 shares; 2026Q1: 112,680 shares; 2026Q2: 106,904 shares; 2026Q3: 1,449,840 shares 1,449,840 $44.4M 0.56% +1,342,936 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,186,969 shares; 2025Q1: 1,719,141 shares; 2025Q2: 1,413,879 shares; 2025Q3: 1,194,324 shares; 2025Q4: 1,083,328 shares; 2026Q1: 974,951 shares; 2026Q2: 945,365 shares; 2026Q3: 896,479 shares 896,479 $42M 0.53% -48,886 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 237,702 shares; 2025Q1: 222,191 shares; 2025Q2: 243,421 shares; 2025Q3: 340,291 shares; 2025Q4: 360,867 shares; 2026Q1: 345,199 shares; 2026Q2: 323,739 shares; 2026Q3: 516,265 shares 516,265 $40.4M 0.51% +192,526 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,682 shares; 2025Q1: 11,463 shares; 2025Q2: 29,777 shares; 2025Q3: 41,900 shares; 2025Q4: 41,003 shares; 2026Q1: 74,750 shares; 2026Q2: 447,495 shares; 2026Q3: 430,452 shares 430,452 $39.8M 0.5% -17,043 Timeline AVLV 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: 31,415 shares; 2025Q1: 119,827 shares; 2025Q2: 201,785 shares; 2025Q3: 250,049 shares; 2025Q4: 281,549 shares; 2026Q1: 325,246 shares; 2026Q2: 350,410 shares; 2026Q3: 431,721 shares 431,721 $39.7M 0.5% +81,311 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 136,098 shares; 2025Q1: 131,783 shares; 2025Q2: 121,747 shares; 2025Q3: 367,170 shares; 2025Q4: 394,423 shares; 2026Q1: 375,495 shares; 2026Q2: 354,434 shares; 2026Q3: 509,079 shares 509,079 $39.3M 0.5% +154,645 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: 266,979 shares; 2025Q1: 203,095 shares; 2025Q2: 175,423 shares; 2025Q3: 152,590 shares; 2025Q4: 132,937 shares; 2026Q1: 125,583 shares; 2026Q2: 121,579 shares; 2026Q3: 117,618 shares 117,618 $37.9M 0.48% -3,961 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: 95,074 shares; 2025Q1: 121,905 shares; 2025Q2: 152,372 shares; 2025Q3: 199,216 shares; 2025Q4: 226,050 shares; 2026Q1: 285,866 shares; 2026Q2: 325,017 shares; 2026Q3: 394,591 shares 394,591 $35.8M 0.45% +69,574 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 145,736 shares; 2025Q3: 104,713 shares; 2025Q4: 144,294 shares; 2026Q1: 454,601 shares; 2026Q2: 411,969 shares; 2026Q3: 460,071 shares 460,071 $34.8M 0.44% +48,102 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,235 shares; 2025Q3: 232,771 shares; 2025Q4: 262,335 shares; 2026Q1: 646,732 shares; 2026Q2: 692,502 shares; 2026Q3: 775,705 shares 775,705 $34.6M 0.44% +83,203 Timeline SPIB 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: 37,373 shares; 2025Q1: 214,386 shares; 2025Q2: 356,213 shares; 2025Q3: 449,832 shares; 2025Q4: 561,093 shares; 2026Q1: 742,076 shares; 2026Q2: 883,930 shares; 2026Q3: 1,040,999 shares 1,040,999 $33.6M 0.43% +157,069 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 51,315 shares; 2025Q1: 57,317 shares; 2025Q2: 77,374 shares; 2025Q3: 129,774 shares; 2025Q4: 135,255 shares; 2026Q1: 137,563 shares; 2026Q2: 525,840 shares; 2026Q3: 414,707 shares 414,707 $33.2M 0.42% -111,133 Timeline DFAS 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: 64,937 shares; 2025Q1: 60,680 shares; 2025Q2: 73,937 shares; 2025Q3: 72,714 shares; 2025Q4: 73,753 shares; 2026Q1: 351,534 shares; 2026Q2: 357,928 shares; 2026Q3: 396,207 shares 396,207 $30.9M 0.39% +38,279 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,733 shares; 2025Q1: 236,528 shares; 2025Q2: 251,761 shares; 2025Q3: 327,930 shares; 2025Q4: 366,904 shares; 2026Q1: 461,190 shares; 2026Q2: 478,863 shares; 2026Q3: 418,807 shares 418,807 $30.5M 0.39% -60,056 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: 6,277 shares; 2025Q1: 6,831 shares; 2025Q2: 68,770 shares; 2025Q3: 280,579 shares; 2025Q4: 289,443 shares; 2026Q1: 275,353 shares; 2026Q2: 259,947 shares; 2026Q3: 193,008 shares 193,008 $30.4M 0.39% -66,939 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: 3,805 shares; 2025Q1: 4,074 shares; 2025Q2: 37,648 shares; 2025Q3: 37,880 shares; 2025Q4: 35,719 shares; 2026Q1: 40,291 shares; 2026Q2: 40,317 shares; 2026Q3: 39,912 shares 39,912 $30.2M 0.38% -405 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,385 shares; 2025Q1: 31,827 shares; 2025Q2: 26,953 shares; 2025Q3: 50,778 shares; 2025Q4: 51,155 shares; 2026Q1: 57,788 shares; 2026Q2: 227,749 shares; 2026Q3: 230,108 shares 230,108 $29.6M 0.38% +2,359 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: 6,858 shares; 2025Q1: 10,025 shares; 2025Q2: 74,543 shares; 2025Q3: 76,272 shares; 2025Q4: 65,480 shares; 2026Q1: 87,462 shares; 2026Q2: 87,778 shares; 2026Q3: 84,008 shares 84,008 $29.2M 0.37% -3,770 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 269,848 shares; 2025Q1: 218,001 shares; 2025Q2: 196,264 shares; 2025Q3: 179,274 shares; 2025Q4: 168,745 shares; 2026Q1: 167,852 shares; 2026Q2: 170,488 shares; 2026Q3: 188,240 shares 188,240 $29.1M 0.37% +17,752 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: 31,865 shares; 2025Q1: 90,720 shares; 2025Q2: 93,208 shares; 2025Q3: 97,783 shares; 2025Q4: 103,578 shares; 2026Q1: 140,544 shares; 2026Q2: 104,486 shares; 2026Q3: 117,323 shares 117,323 $27.9M 0.35% +12,837 Timeline DFAE 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: 106,675 shares; 2025Q1: 104,085 shares; 2025Q2: 114,703 shares; 2025Q3: 102,871 shares; 2025Q4: 153,105 shares; 2026Q1: 610,144 shares; 2026Q2: 608,037 shares; 2026Q3: 698,801 shares 698,801 $27.7M 0.35% +90,764 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: not reported; 2025Q1: not reported; 2025Q2: 20,304 shares; 2025Q3: 84,245 shares; 2025Q4: 84,491 shares; 2026Q1: 79,155 shares; 2026Q2: 445,787 shares; 2026Q3: 311,211 shares 311,211 $27.3M 0.35% -134,576 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 127,740 shares; 2025Q1: 172,685 shares; 2025Q2: 175,241 shares; 2025Q3: 200,724 shares; 2025Q4: 223,174 shares; 2026Q1: 271,647 shares; 2026Q2: 373,967 shares; 2026Q3: 472,752 shares 472,752 $27.2M 0.35% +98,785 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: 51,666 shares; 2025Q1: 72,433 shares; 2025Q2: 67,682 shares; 2025Q3: 79,153 shares; 2025Q4: 81,456 shares; 2026Q1: 86,588 shares; 2026Q2: 83,762 shares; 2026Q3: 194,552 shares 194,552 $26.7M 0.34% +110,790 Timeline XOM EXXONMOBIL HOLDINGS CORP More: the full row for EXXONMOBIL HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 161,843 shares 161,843 $26.6M 0.34% new Timeline DFSU 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: 146,728 shares; 2025Q1: 198,694 shares; 2025Q2: 217,472 shares; 2025Q3: 248,432 shares; 2025Q4: 294,691 shares; 2026Q1: 395,443 shares; 2026Q2: 409,314 shares; 2026Q3: 524,914 shares 524,914 $25.2M 0.32% +115,600 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: 300,051 shares; 2025Q1: 337,840 shares; 2025Q2: 365,872 shares; 2025Q3: 389,615 shares; 2025Q4: 434,264 shares; 2026Q1: 477,945 shares; 2026Q2: 504,194 shares; 2026Q3: 524,949 shares 524,949 $24.7M 0.31% +20,755 Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 110,069 shares; 2025Q1: 101,464 shares; 2025Q2: 92,933 shares; 2025Q3: 84,522 shares; 2025Q4: 156,741 shares; 2026Q1: 304,114 shares; 2026Q2: 305,254 shares; 2026Q3: 298,705 shares 298,705 $24.2M 0.31% -6,549 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 45,212 shares; 2025Q1: 45,122 shares; 2025Q2: 185,550 shares; 2025Q3: 602,063 shares; 2025Q4: 648,230 shares; 2026Q1: 665,721 shares; 2026Q2: 633,990 shares; 2026Q3: 480,245 shares 480,245 $24M 0.3% -153,745 Timeline JPIE 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 524,647 shares 524,647 $23.5M 0.3% new Timeline AVUS 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: 190,561 shares; 2025Q1: 189,041 shares; 2025Q2: 170,903 shares; 2025Q3: 170,485 shares; 2025Q4: 173,402 shares; 2026Q1: 172,697 shares; 2026Q2: 162,216 shares; 2026Q3: 176,975 shares 176,975 $23M 0.29% +14,759 Timeline DISV 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: not reported; 2025Q4: 5,419 shares; 2026Q1: 277,762 shares; 2026Q2: 290,554 shares; 2026Q3: 539,929 shares 539,929 $23M 0.29% +249,375 Timeline JPIB 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: not reported; 2025Q1: not reported; 2025Q2: 10,652 shares; 2025Q3: 117,575 shares; 2025Q4: 140,338 shares; 2026Q1: 411,563 shares; 2026Q2: 441,355 shares; 2026Q3: 479,229 shares 479,229 $22.4M 0.28% +37,874 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 16,170 shares; 2025Q1: 17,819 shares; 2025Q2: 25,245 shares; 2025Q3: 27,841 shares; 2025Q4: 29,240 shares; 2026Q1: 42,139 shares; 2026Q2: 42,085 shares; 2026Q3: 43,801 shares 43,801 $22.2M 0.28% +1,716 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: 27,066 shares; 2025Q1: 36,220 shares; 2025Q2: 37,313 shares; 2025Q3: 39,519 shares; 2025Q4: 45,356 shares; 2026Q1: 76,555 shares; 2026Q2: 77,095 shares; 2026Q3: 84,051 shares 84,051 $21.8M 0.28% +6,956 Timeline DFA INVT DIMENSIONS GROUP IN DFA INVT DIMENSIONS GROUP IN More: the full row for DFA INVT DIMENSIONS 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: not reported; 2026Q2: not reported; 2026Q3: 554,432 shares 554,432 $21M 0.27% new AVLC 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 44,087 shares; 2026Q3: 220,308 shares 220,308 $20.2M 0.26% +176,221 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: 8,515 shares; 2025Q1: 12,820 shares; 2025Q2: 42,075 shares; 2025Q3: 44,487 shares; 2025Q4: 37,976 shares; 2026Q1: 51,958 shares; 2026Q2: 52,669 shares; 2026Q3: 57,640 shares 57,640 $20.2M 0.26% +4,971 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: 242,902 shares; 2025Q1: 213,479 shares; 2025Q2: 175,564 shares; 2025Q3: 169,352 shares; 2025Q4: 181,727 shares; 2026Q1: 194,908 shares; 2026Q2: 193,569 shares; 2026Q3: 200,528 shares 200,528 $20.2M 0.26% +6,959 Timeline HELO 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 265,342 shares 265,342 $18.5M 0.24% new Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,589 shares; 2025Q1: 56,372 shares; 2025Q2: 44,658 shares; 2025Q3: 73,272 shares; 2025Q4: 71,858 shares; 2026Q1: 72,397 shares; 2026Q2: 69,260 shares; 2026Q3: 72,554 shares 72,554 $18.2M 0.23% +3,294 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 153,930 shares; 2025Q1: 161,356 shares; 2025Q2: 130,082 shares; 2025Q3: 99,268 shares; 2025Q4: 95,356 shares; 2026Q1: 94,863 shares; 2026Q2: 77,093 shares; 2026Q3: 316,744 shares 316,744 $17.9M 0.23% +239,651 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 204,519 shares; 2026Q2: 192,560 shares; 2026Q3: 192,571 shares 192,571 $17.6M 0.22% +11 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: 148,171 shares; 2025Q1: 113,352 shares; 2025Q2: 98,353 shares; 2025Q3: 86,619 shares; 2025Q4: 79,802 shares; 2026Q1: 77,243 shares; 2026Q2: 74,877 shares; 2026Q3: 74,298 shares 74,298 $16.8M 0.21% -579 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 485,112 shares; 2025Q1: 469,607 shares; 2025Q2: 439,854 shares; 2025Q3: 395,091 shares; 2025Q4: 403,232 shares; 2026Q1: 379,888 shares; 2026Q2: 362,873 shares; 2026Q3: 343,369 shares 343,369 $16.6M 0.21% -19,504 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 179,105 shares; 2025Q1: 174,606 shares; 2025Q2: 171,012 shares; 2025Q3: 192,846 shares; 2025Q4: 202,986 shares; 2026Q1: 199,519 shares; 2026Q2: 187,570 shares; 2026Q3: 192,726 shares 192,726 $16.3M 0.21% +5,156 Timeline DFSI 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: 113,362 shares; 2025Q1: 145,116 shares; 2025Q2: 154,343 shares; 2025Q3: 191,760 shares; 2025Q4: 212,458 shares; 2026Q1: 289,911 shares; 2026Q2: 303,754 shares; 2026Q3: 364,186 shares 364,186 $16.3M 0.21% +60,432 Timeline IYY 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: 85,858 shares; 2026Q1: 84,787 shares; 2026Q2: 84,331 shares; 2026Q3: 84,157 shares 84,157 $15.9M 0.2% -174 Timeline USTB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,638 shares; 2025Q3: 171,611 shares; 2025Q4: 195,167 shares; 2026Q1: 220,010 shares; 2026Q2: 242,085 shares; 2026Q3: 315,669 shares 315,669 $15.8M 0.2% +73,584 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 83,861 shares; 2025Q3: 338,382 shares; 2025Q4: 347,881 shares; 2026Q1: 382,573 shares; 2026Q2: 366,544 shares; 2026Q3: 269,510 shares 269,510 $15.2M 0.19% -97,034 Timeline USXF 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: 229,221 shares; 2026Q2: 227,544 shares; 2026Q3: 216,100 shares 216,100 $15M 0.19% -11,444 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: 10,137 shares; 2025Q1: 10,218 shares; 2025Q2: 12,323 shares; 2025Q3: 106,542 shares; 2025Q4: 105,220 shares; 2026Q1: 81,311 shares; 2026Q2: 62,525 shares; 2026Q3: 102,740 shares 102,740 $15M 0.19% +40,215 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,403 shares; 2025Q3: 190,402 shares; 2025Q4: 216,036 shares; 2026Q1: 246,253 shares; 2026Q2: 273,252 shares; 2026Q3: 341,964 shares 341,964 $14.8M 0.19% +68,712 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: 9,607 shares; 2025Q1: 12,696 shares; 2025Q2: 22,284 shares; 2025Q3: 23,089 shares; 2025Q4: 22,180 shares; 2026Q1: 37,770 shares; 2026Q2: 37,413 shares; 2026Q3: 44,875 shares 44,875 $14.8M 0.19% +7,462 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,547 shares; 2025Q1: 368,024 shares; 2025Q2: 424,481 shares; 2025Q3: 477,386 shares; 2025Q4: 766,927 shares; 2026Q1: 776,694 shares; 2026Q2: 738,612 shares; 2026Q3: 645,847 shares 645,847 $14.7M 0.19% -92,765 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 17,373 shares; 2025Q1: 16,952 shares; 2025Q2: 17,174 shares; 2025Q3: 8,163 shares; 2025Q4: 192,483 shares; 2026Q1: 202,302 shares; 2026Q2: 200,425 shares; 2026Q3: 200,243 shares 200,243 $14.6M 0.18% -182 Timeline DFGR 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: 288,548 shares; 2025Q1: 244,636 shares; 2025Q2: 258,996 shares; 2025Q3: 280,865 shares; 2025Q4: 323,640 shares; 2026Q1: 330,207 shares; 2026Q2: 342,804 shares; 2026Q3: 540,027 shares 540,027 $14.4M 0.18% +197,223 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: 40,028 shares; 2025Q1: 39,759 shares; 2025Q2: 62,874 shares; 2025Q3: 155,087 shares; 2025Q4: 156,177 shares; 2026Q1: 148,555 shares; 2026Q2: 145,141 shares; 2026Q3: 117,901 shares 117,901 $14M 0.18% -27,240 Timeline DFGP 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: 10,020 shares; 2025Q1: 10,018 shares; 2025Q2: 7,547 shares; 2025Q3: 7,547 shares; 2025Q4: 15,988 shares; 2026Q1: 24,924 shares; 2026Q2: 167,820 shares; 2026Q3: 269,685 shares 269,685 $14M 0.18% +101,865 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: 72,158 shares; 2025Q1: 63,339 shares; 2025Q2: 64,066 shares; 2025Q3: 65,073 shares; 2025Q4: 60,684 shares; 2026Q1: 64,028 shares; 2026Q2: 62,058 shares; 2026Q3: 60,050 shares 60,050 $13.9M 0.18% -2,008 Timeline DFAW 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: 68,972 shares; 2025Q1: 87,890 shares; 2025Q2: 98,127 shares; 2025Q3: 108,268 shares; 2025Q4: 127,508 shares; 2026Q1: 143,283 shares; 2026Q2: 159,183 shares; 2026Q3: 164,441 shares 164,441 $13.8M 0.18% +5,258 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: 41,788 shares; 2025Q1: 51,820 shares; 2025Q2: 49,377 shares; 2025Q3: 187,574 shares; 2025Q4: 179,969 shares; 2026Q1: 162,808 shares; 2026Q2: 145,753 shares; 2026Q3: 166,732 shares 166,732 $13.7M 0.17% +20,979 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: 61,685 shares; 2025Q1: 62,191 shares; 2025Q2: 60,690 shares; 2025Q3: 62,261 shares; 2025Q4: 61,809 shares; 2026Q1: 58,280 shares; 2026Q2: 57,311 shares; 2026Q3: 57,469 shares 57,469 $13.6M 0.17% +158 Timeline DGCB 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: not reported; 2025Q4: not reported; 2026Q1: 9,819 shares; 2026Q2: 164,065 shares; 2026Q3: 251,933 shares 251,933 $13.1M 0.17% +87,868 Timeline JSCP 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 449,839 shares; 2025Q4: 462,858 shares; 2026Q1: 430,656 shares; 2026Q2: 414,958 shares; 2026Q3: 284,305 shares 284,305 $13.1M 0.17% -130,653 Timeline PBFR PGIM ROCK ETF TR More: the full row for PGIM ROCK ETF 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: 346,136 shares; 2026Q2: 397,660 shares; 2026Q3: 405,425 shares 405,425 $12.8M 0.16% +7,765 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: 37,105 shares; 2025Q1: 42,575 shares; 2025Q2: 54,945 shares; 2025Q3: 59,667 shares; 2025Q4: 62,703 shares; 2026Q1: 212,510 shares; 2026Q2: 204,693 shares; 2026Q3: 236,278 shares 236,278 $12.7M 0.16% +31,585 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 61,908 shares; 2025Q1: 53,278 shares; 2025Q2: 50,276 shares; 2025Q3: 49,202 shares; 2025Q4: 39,664 shares; 2026Q1: 41,955 shares; 2026Q2: 35,710 shares; 2026Q3: 152,694 shares 152,694 $12.4M 0.16% +116,984 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: 24,335 shares; 2025Q1: 27,649 shares; 2025Q2: 28,828 shares; 2025Q3: 30,487 shares; 2025Q4: 31,417 shares; 2026Q1: 43,153 shares; 2026Q2: 42,479 shares; 2026Q3: 46,998 shares 46,998 $12.1M 0.15% +4,519 Timeline GEM 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; 2024Q4: 530,221 shares; 2025Q1: 401,492 shares; 2025Q2: 338,287 shares; 2025Q3: 291,479 shares; 2025Q4: 260,903 shares; 2026Q1: 246,347 shares; 2026Q2: 238,766 shares; 2026Q3: 231,229 shares 231,229 $11.9M 0.15% -7,537 Timeline IBB 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: 57,594 shares; 2026Q1: 57,940 shares; 2026Q2: 57,530 shares; 2026Q3: 57,210 shares 57,210 $11.6M 0.15% -320 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 114,965 shares; 2025Q1: 100,965 shares; 2025Q2: 95,998 shares; 2025Q3: 84,698 shares; 2025Q4: 79,606 shares; 2026Q1: 71,834 shares; 2026Q2: 70,792 shares; 2026Q3: 67,081 shares 67,081 $11.4M 0.14% -3,711 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 194,311 shares; 2025Q1: 192,080 shares; 2025Q2: 195,734 shares; 2025Q3: 211,382 shares; 2025Q4: 215,782 shares; 2026Q1: 225,921 shares; 2026Q2: 236,196 shares; 2026Q3: 251,660 shares 251,660 $11.4M 0.14% +15,464 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 790 shares; 2025Q1: 986 shares; 2025Q2: 16,488 shares; 2025Q3: 16,488 shares; 2025Q4: 16,376 shares; 2026Q1: 31,808 shares; 2026Q2: 31,624 shares; 2026Q3: 31,590 shares 31,590 $11.3M 0.14% -34 Timeline DFIS 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: not reported; 2025Q4: not reported; 2026Q1: 144,506 shares; 2026Q2: 148,026 shares; 2026Q3: 307,644 shares 307,644 $11M 0.14% +159,618 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 653 shares; 2025Q2: 16,246 shares; 2025Q3: 16,680 shares; 2025Q4: 17,371 shares; 2026Q1: 18,503 shares; 2026Q2: 18,432 shares; 2026Q3: 19,199 shares 19,199 $10.9M 0.14% +767 Timeline IMTM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 457,947 shares; 2025Q1: 344,465 shares; 2025Q2: 295,661 shares; 2025Q3: 254,986 shares; 2025Q4: 235,416 shares; 2026Q1: 221,970 shares; 2026Q2: 214,996 shares; 2026Q3: 205,961 shares 205,961 $10.8M 0.14% -9,035 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; 2024Q4: 12,899 shares; 2025Q1: 10,960 shares; 2025Q2: 10,962 shares; 2025Q3: 46,572 shares; 2025Q4: 56,501 shares; 2026Q1: 54,919 shares; 2026Q2: 51,237 shares; 2026Q3: 325,965 shares 325,965 $10.6M 0.13% +274,728 Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,931 shares; 2025Q1: 97,116 shares; 2025Q2: 175,439 shares; 2025Q3: 217,257 shares; 2025Q4: 394,615 shares; 2026Q1: 410,722 shares; 2026Q2: 440,843 shares; 2026Q3: 454,263 shares 454,263 $10.1M 0.13% +13,420 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 30,693 shares; 2025Q1: 30,268 shares; 2025Q2: 38,114 shares; 2025Q3: 36,164 shares; 2025Q4: 121,875 shares; 2026Q1: 119,446 shares; 2026Q2: 117,953 shares; 2026Q3: 117,964 shares 117,964 $9.77M 0.12% +11 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: 264,526 shares; 2025Q1: 198,936 shares; 2025Q2: 167,403 shares; 2025Q3: 141,035 shares; 2025Q4: 118,822 shares; 2026Q1: 109,218 shares; 2026Q2: 103,342 shares; 2026Q3: 97,265 shares 97,265 $9.68M 0.12% -6,077 Timeline DFSB 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: 67,277 shares; 2025Q1: 78,640 shares; 2025Q2: 85,659 shares; 2025Q3: 109,449 shares; 2025Q4: 128,555 shares; 2026Q1: 159,046 shares; 2026Q2: 181,331 shares; 2026Q3: 194,439 shares 194,439 $9.66M 0.12% +13,108 Timeline BBAG 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: 53,178 shares; 2025Q1: 39,631 shares; 2025Q2: 105,909 shares; 2025Q3: 366,095 shares; 2025Q4: 368,751 shares; 2026Q1: 344,819 shares; 2026Q2: 322,153 shares; 2026Q3: 217,920 shares 217,920 $9.52M 0.12% -104,233 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 32,280 shares; 2025Q1: 48,091 shares; 2025Q2: 43,476 shares; 2025Q3: 43,486 shares; 2025Q4: 43,414 shares; 2026Q1: 52,132 shares; 2026Q2: 53,889 shares; 2026Q3: 56,103 shares 56,103 $9.5M 0.12% +2,214 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,910 shares; 2025Q1: 12,910 shares; 2025Q2: 13,035 shares; 2025Q3: 12,954 shares; 2025Q4: 16,209 shares; 2026Q1: 17,927 shares; 2026Q2: 17,927 shares; 2026Q3: 22,175 shares 22,175 $9.41M 0.12% +4,248 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 28,303 shares; 2025Q1: 28,399 shares; 2025Q2: 28,871 shares; 2025Q3: 28,528 shares; 2025Q4: 26,466 shares; 2026Q1: 27,082 shares; 2026Q2: 27,919 shares; 2026Q3: 28,496 shares 28,496 $9.31M 0.12% +577 Timeline DFA INVT DIMENSIONS GROUP IN DFA INVT DIMENSIONS GROUP IN More: the full row for DFA INVT DIMENSIONS 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: not reported; 2026Q2: not reported; 2026Q3: 385,229 shares 385,229 $9.23M 0.12% new IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,429 shares; 2025Q1: 6,432 shares; 2025Q2: 6,190 shares; 2025Q3: 6,192 shares; 2025Q4: 26,542 shares; 2026Q1: 20,496 shares; 2026Q2: 20,446 shares; 2026Q3: 20,472 shares 20,472 $9M 0.11% +26 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: 172,544 shares; 2025Q1: 148,318 shares; 2025Q2: 141,072 shares; 2025Q3: 132,225 shares; 2025Q4: 122,155 shares; 2026Q1: 117,263 shares; 2026Q2: 114,996 shares; 2026Q3: 113,348 shares 113,348 $8.85M 0.11% -1,648 Timeline SPTS 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 387,348 shares; 2026Q2: 317,537 shares; 2026Q3: 307,694 shares 307,694 $8.82M 0.11% -9,843 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,305 shares; 2025Q1: not reported; 2025Q2: 17,743 shares; 2025Q3: 70,747 shares; 2025Q4: 72,598 shares; 2026Q1: 68,123 shares; 2026Q2: 63,153 shares; 2026Q3: 43,815 shares 43,815 $8.72M 0.11% -19,338 Timeline DFEV 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: not reported; 2025Q4: not reported; 2026Q1: 184,339 shares; 2026Q2: 190,445 shares; 2026Q3: 199,877 shares 199,877 $8.55M 0.11% +9,432 Timeline DFIP 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: 146,255 shares; 2025Q1: 166,051 shares; 2025Q2: 167,513 shares; 2025Q3: 173,633 shares; 2025Q4: 188,708 shares; 2026Q1: 227,411 shares; 2026Q2: 233,025 shares; 2026Q3: 217,046 shares 217,046 $8.5M 0.11% -15,979 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,992 shares; 2025Q1: 4,349 shares; 2025Q2: 27,278 shares; 2025Q3: 28,683 shares; 2025Q4: 28,264 shares; 2026Q1: 42,037 shares; 2026Q2: 42,100 shares; 2026Q3: 44,042 shares 44,042 $8.49M 0.11% +1,942 Timeline SHV 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: 5,837 shares; 2025Q3: 6,286 shares; 2025Q4: 6,340 shares; 2026Q1: 3,899 shares; 2026Q2: 3,321 shares; 2026Q3: 75,945 shares 75,945 $8.36M 0.11% +72,624 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 85,063 shares; 2025Q1: 83,896 shares; 2025Q2: 83,813 shares; 2025Q3: 79,129 shares; 2025Q4: 79,480 shares; 2026Q1: 77,910 shares; 2026Q2: 78,962 shares; 2026Q3: 81,599 shares 81,599 $8.34M 0.11% +2,637 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: 19,236 shares; 2025Q1: 19,521 shares; 2025Q2: 205,930 shares; 2025Q3: 58,309 shares; 2025Q4: 54,544 shares; 2026Q1: 178,320 shares; 2026Q2: 181,816 shares; 2026Q3: 162,894 shares 162,894 $8.19M 0.1% -18,922 Timeline LQD 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: 28,790 shares; 2025Q3: 126,231 shares; 2025Q4: 128,579 shares; 2026Q1: 123,032 shares; 2026Q2: 117,786 shares; 2026Q3: 79,305 shares 79,305 $8.1M 0.1% -38,481 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,598 shares; 2025Q1: 1,749 shares; 2025Q2: 1,831 shares; 2025Q3: 2,091 shares; 2025Q4: 3,174 shares; 2026Q1: 4,137 shares; 2026Q2: 4,276 shares; 2026Q3: 6,774 shares 6,774 $8.05M 0.1% +2,498 Timeline VTES VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON 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: 50,462 shares; 2026Q1: 65,504 shares; 2026Q2: 64,172 shares; 2026Q3: 81,600 shares 81,600 $8.04M 0.1% +17,428 Timeline EWX 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: 92,301 shares; 2025Q1: 99,626 shares; 2025Q2: 109,714 shares; 2025Q3: 114,526 shares; 2025Q4: 122,591 shares; 2026Q1: 137,577 shares; 2026Q2: 133,347 shares; 2026Q3: 111,007 shares 111,007 $7.95M 0.1% -22,340 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: 1,782 shares; 2025Q1: 2,989 shares; 2025Q2: 15,629 shares; 2025Q3: 16,157 shares; 2025Q4: 17,186 shares; 2026Q1: 21,592 shares; 2026Q2: 21,034 shares; 2026Q3: 21,173 shares 21,173 $7.88M 0.1% +139 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 35,026 shares; 2025Q1: 34,626 shares; 2025Q2: 38,695 shares; 2025Q3: 37,243 shares; 2025Q4: 55,537 shares; 2026Q1: 57,225 shares; 2026Q2: 46,749 shares; 2026Q3: 49,141 shares 49,141 $7.84M 0.1% +2,392 Timeline VUSB 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: 168,224 shares; 2025Q1: 173,826 shares; 2025Q2: 165,460 shares; 2025Q3: 180,871 shares; 2025Q4: 159,273 shares; 2026Q1: 155,608 shares; 2026Q2: 154,909 shares; 2026Q3: 155,785 shares 155,785 $7.71M 0.1% +876 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: 109,940 shares; 2025Q1: 108,335 shares; 2025Q2: 108,353 shares; 2025Q3: 107,931 shares; 2025Q4: 107,656 shares; 2026Q1: 103,308 shares; 2026Q2: 102,070 shares; 2026Q3: 101,719 shares 101,719 $7.68M 0.1% -351 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; 2024Q4: 9,145 shares; 2025Q1: 9,463 shares; 2025Q2: 8,893 shares; 2025Q3: 9,143 shares; 2025Q4: 18,164 shares; 2026Q1: 19,240 shares; 2026Q2: 19,573 shares; 2026Q3: 20,134 shares 20,134 $7.57M 0.1% +561 Timeline HTRB HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,754 shares; 2025Q3: 127,655 shares; 2025Q4: 144,481 shares; 2026Q1: 165,606 shares; 2026Q2: 183,718 shares; 2026Q3: 229,886 shares 229,886 $7.37M 0.09% +46,168 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: 8,132 shares; 2025Q1: 16,238 shares; 2025Q2: 17,183 shares; 2025Q3: 19,085 shares; 2025Q4: 20,203 shares; 2026Q1: 62,621 shares; 2026Q2: 62,027 shares; 2026Q3: 68,062 shares 68,062 $7.36M 0.09% +6,035 Timeline SUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 220,041 shares; 2025Q1: 219,793 shares; 2025Q2: 226,647 shares; 2025Q3: 234,704 shares; 2025Q4: 260,094 shares; 2026Q1: 281,388 shares; 2026Q2: 287,037 shares; 2026Q3: 300,372 shares 300,372 $7.34M 0.09% +13,335 Timeline DFSE 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: 37,005 shares; 2025Q1: 47,847 shares; 2025Q2: 51,928 shares; 2025Q3: 67,961 shares; 2025Q4: 78,019 shares; 2026Q1: 95,547 shares; 2026Q2: 102,996 shares; 2026Q3: 149,864 shares 149,864 $7.28M 0.09% +46,868 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: 2,532 shares; 2025Q1: 3,560 shares; 2025Q2: 3,950 shares; 2025Q3: 4,963 shares; 2025Q4: 5,732 shares; 2026Q1: 6,852 shares; 2026Q2: 6,482 shares; 2026Q3: 9,905 shares 9,905 $7.14M 0.09% +3,423 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: 3,741 shares; 2025Q1: 4,399 shares; 2025Q2: 4,427 shares; 2025Q3: 5,160 shares; 2025Q4: 5,072 shares; 2026Q1: 9,292 shares; 2026Q2: 9,503 shares; 2026Q3: 18,498 shares 18,498 $6.99M 0.09% +8,995 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,476 shares; 2025Q1: 10,658 shares; 2025Q2: 11,366 shares; 2025Q3: 11,424 shares; 2025Q4: 18,336 shares; 2026Q1: 19,988 shares; 2026Q2: 19,923 shares; 2026Q3: 25,092 shares 25,092 $6.97M 0.09% +5,169 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: 3,696 shares; 2025Q1: 3,896 shares; 2025Q2: 3,797 shares; 2025Q3: 9,589 shares; 2025Q4: 9,945 shares; 2026Q1: 11,115 shares; 2026Q2: 11,115 shares; 2026Q3: 30,013 shares 30,013 $6.93M 0.09% +18,898 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 335,980 shares; 2025Q2: 346,258 shares; 2025Q3: 381,871 shares; 2025Q4: 377,553 shares; 2026Q1: 353,319 shares; 2026Q2: 351,326 shares; 2026Q3: 356,341 shares 356,341 $6.92M 0.09% +5,015 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS 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: 28,792 shares; 2026Q2: 29,120 shares; 2026Q3: 29,061 shares 29,061 $6.8M 0.09% -59 Timeline QLTY GMO ETF TRUST More: the full row for GMO 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: 171,105 shares; 2026Q2: 155,203 shares; 2026Q3: 154,776 shares 154,776 $6.76M 0.09% -427 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 74,397 shares; 2026Q2: 73,105 shares; 2026Q3: 70,640 shares 70,640 $6.62M 0.08% -2,465 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 134,164 shares; 2026Q2: 171,558 shares; 2026Q3: 131,980 shares 131,980 $6.58M 0.08% -39,578 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,071 shares; 2025Q1: 8,827 shares; 2025Q2: 9,170 shares; 2025Q3: 9,694 shares; 2025Q4: 10,257 shares; 2026Q1: 20,298 shares; 2026Q2: 20,565 shares; 2026Q3: 23,477 shares 23,477 $6.37M 0.08% +2,912 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; 2024Q4: 4,713 shares; 2025Q1: 4,765 shares; 2025Q2: 4,732 shares; 2025Q3: 6,055 shares; 2025Q4: 6,101 shares; 2026Q1: 8,645 shares; 2026Q2: 8,524 shares; 2026Q3: 9,851 shares 9,851 $6.36M 0.08% +1,327 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; 2024Q4: 9,470 shares; 2025Q1: 10,855 shares; 2025Q2: 11,347 shares; 2025Q3: 13,926 shares; 2025Q4: 14,701 shares; 2026Q1: 37,137 shares; 2026Q2: 37,663 shares; 2026Q3: 43,902 shares 43,902 $6.27M 0.08% +6,239 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 16,801 shares; 2025Q1: 16,800 shares; 2025Q2: 16,815 shares; 2025Q3: 16,823 shares; 2025Q4: 16,831 shares; 2026Q1: 16,838 shares; 2026Q2: 16,856 shares; 2026Q3: 16,876 shares 16,876 $6.18M 0.08% +20 Timeline VTEC VANGUARD CALIF TAX FREE FDS More: the full row for VANGUARD CALIF TAX FREE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,374 shares; 2025Q4: 8,997 shares; 2026Q1: 17,005 shares; 2026Q2: 24,267 shares; 2026Q3: 65,501 shares 65,501 $6.14M 0.08% +41,234 Timeline DMXF 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: 75,723 shares; 2026Q2: 75,662 shares; 2026Q3: 72,289 shares 72,289 $6.1M 0.08% -3,373 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 62,465 shares; 2025Q1: 68,366 shares; 2025Q2: 71,103 shares; 2025Q3: 77,389 shares; 2025Q4: 84,018 shares; 2026Q1: 107,468 shares; 2026Q2: 109,623 shares; 2026Q3: 113,841 shares 113,841 $5.96M 0.08% +4,218 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 838 shares; 2025Q1: 3,293 shares; 2025Q2: 3,297 shares; 2025Q3: 3,553 shares; 2025Q4: 3,803 shares; 2026Q1: 6,367 shares; 2026Q2: 6,429 shares; 2026Q3: 7,225 shares 7,225 $5.88M 0.07% +796 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 144,371 shares; 2025Q1: 112,138 shares; 2025Q2: 95,223 shares; 2025Q3: 80,810 shares; 2025Q4: 72,665 shares; 2026Q1: 67,350 shares; 2026Q2: 64,333 shares; 2026Q3: 62,561 shares 62,561 $5.8M 0.07% -1,772 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 782,878 shares; 2025Q1: 452,016 shares; 2025Q2: 356,834 shares; 2025Q3: 284,838 shares; 2025Q4: 260,847 shares; 2026Q1: 239,922 shares; 2026Q2: 245,952 shares; 2026Q3: 242,405 shares 242,405 $5.78M 0.07% -3,547 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 72,217 shares; 2025Q1: 72,195 shares; 2025Q2: 69,005 shares; 2025Q3: 69,233 shares; 2025Q4: 67,287 shares; 2026Q1: 88,536 shares; 2026Q2: 87,657 shares; 2026Q3: 108,175 shares 108,175 $5.54M 0.07% +20,518 Timeline ACWV ISHARES INC More: the full row for ISHARES 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: 45,508 shares; 2026Q2: 44,992 shares; 2026Q3: 44,535 shares 44,535 $5.53M 0.07% -457 Timeline DRTS ALPHA TAU MEDICAL LTD More: the full row for ALPHA TAU MEDICAL LTD 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: 382,284 shares; 2026Q1: 382,284 shares; 2026Q2: 382,284 shares; 2026Q3: 382,284 shares 382,284 $5.45M 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,239 shares; 2025Q4: 15,845 shares; 2026Q1: 18,956 shares; 2026Q2: 19,037 shares; 2026Q3: 56,952 shares 56,952 $5.37M 0.07% +37,915 Timeline JIRE 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 68,951 shares; 2026Q2: 65,685 shares; 2026Q3: 65,747 shares 65,747 $5.37M 0.07% +62 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 3 shares; 2025Q2: 10 shares; 2025Q3: 10 shares; 2025Q4: 10 shares; 2026Q1: 10 shares; 2026Q2: 10 shares; 2026Q3: 7 shares 7 $5.32M 0.07% -3 Timeline IBTI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 16,072 shares; 2025Q1: 71,313 shares; 2025Q2: 90,433 shares; 2025Q3: 111,538 shares; 2025Q4: 169,013 shares; 2026Q1: 194,701 shares; 2026Q2: 217,581 shares; 2026Q3: 242,478 shares 242,478 $5.31M 0.07% +24,897 Timeline VTEI 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 52,050 shares; 2026Q1: 55,664 shares; 2026Q2: 55,564 shares; 2026Q3: 55,528 shares 55,528 $5.28M 0.07% -36 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: 9,110 shares; 2025Q1: 14,597 shares; 2025Q2: 14,878 shares; 2025Q3: 14,735 shares; 2025Q4: 18,366 shares; 2026Q1: 25,413 shares; 2026Q2: 25,314 shares; 2026Q3: 50,786 shares 50,786 $5.24M 0.07% +25,472 Timeline JEPQ 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 78,395 shares; 2026Q2: 80,157 shares; 2026Q3: 83,276 shares 83,276 $5.1M 0.06% +3,119 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: 8,618 shares; 2025Q1: 10,477 shares; 2025Q2: 14,680 shares; 2025Q3: 16,225 shares; 2025Q4: 17,239 shares; 2026Q1: 22,294 shares; 2026Q2: 22,527 shares; 2026Q3: 24,830 shares 24,830 $5.09M 0.06% +2,303 Timeline JPLD 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 99,726 shares; 2026Q2: 99,443 shares; 2026Q3: 97,334 shares 97,334 $4.99M 0.06% -2,109 Timeline DUSB 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: 14,782 shares; 2025Q2: 14,782 shares; 2025Q3: 7,889 shares; 2025Q4: 21,289 shares; 2026Q1: 94,182 shares; 2026Q2: 72,060 shares; 2026Q3: 97,579 shares 97,579 $4.94M 0.06% +25,519 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,995 shares; 2025Q1: 22,596 shares; 2025Q2: 22,149 shares; 2025Q3: 22,761 shares; 2025Q4: 27,623 shares; 2026Q1: 33,498 shares; 2026Q2: 33,464 shares; 2026Q3: 39,086 shares 39,086 $4.84M 0.06% +5,622 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,950 shares; 2025Q1: 3,005 shares; 2025Q2: 3,000 shares; 2025Q3: 3,109 shares; 2025Q4: 3,218 shares; 2026Q1: 4,472 shares; 2026Q2: 4,501 shares; 2026Q3: 5,096 shares 5,096 $4.8M 0.06% +595 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,212 shares; 2025Q1: 5,561 shares; 2025Q2: 5,711 shares; 2025Q3: 6,410 shares; 2025Q4: 6,455 shares; 2026Q1: 6,512 shares; 2026Q2: 6,559 shares; 2026Q3: 7,309 shares 7,309 $4.8M 0.06% +750 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: 135,649 shares; 2025Q1: 100,408 shares; 2025Q2: 84,922 shares; 2025Q3: 72,826 shares; 2025Q4: 62,238 shares; 2026Q1: 55,707 shares; 2026Q2: 52,215 shares; 2026Q3: 49,633 shares 49,633 $4.5M 0.06% -2,582 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,679 shares; 2025Q1: 14,462 shares; 2025Q2: 15,787 shares; 2025Q3: 17,083 shares; 2025Q4: 17,033 shares; 2026Q1: 25,136 shares; 2026Q2: 24,836 shares; 2026Q3: 30,360 shares 30,360 $4.49M 0.06% +5,524 Timeline SHM 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: 148,030 shares; 2025Q1: 127,642 shares; 2025Q2: 120,925 shares; 2025Q3: 91,568 shares; 2025Q4: 87,260 shares; 2026Q1: 87,302 shares; 2026Q2: 88,138 shares; 2026Q3: 95,637 shares 95,637 $4.46M 0.06% +7,499 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 27,537 shares; 2025Q1: 31,011 shares; 2025Q2: 33,736 shares; 2025Q3: 38,613 shares; 2025Q4: 38,543 shares; 2026Q1: 44,954 shares; 2026Q2: 44,795 shares; 2026Q3: 53,994 shares 53,994 $4.33M 0.05% +9,199 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS 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: 17,786 shares; 2026Q2: 16,833 shares; 2026Q3: 13,201 shares 13,201 $4.23M 0.05% -3,632 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,178 shares; 2025Q1: 9,591 shares; 2025Q2: 9,461 shares; 2025Q3: 9,894 shares; 2025Q4: 12,678 shares; 2026Q1: 15,898 shares; 2026Q2: 15,629 shares; 2026Q3: 15,276 shares 15,276 $4.2M 0.05% -353 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; 2024Q4: 35,082 shares; 2025Q1: 35,077 shares; 2025Q2: 36,509 shares; 2025Q3: 36,617 shares; 2025Q4: 36,612 shares; 2026Q1: 36,857 shares; 2026Q2: 1,892 shares; 2026Q3: 37,809 shares 37,809 $4.17M 0.05% +35,917 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; 2024Q4: 1,570 shares; 2025Q1: 1,571 shares; 2025Q2: 2,515 shares; 2025Q3: 2,495 shares; 2025Q4: 13,058 shares; 2026Q1: 19,736 shares; 2026Q2: 19,542 shares; 2026Q3: 20,164 shares 20,164 $4.06M 0.05% +622 Timeline PFXF 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 254,565 shares; 2026Q1: 247,993 shares; 2026Q2: 243,819 shares; 2026Q3: 228,038 shares 228,038 $4.03M 0.05% -15,781 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; 2024Q4: 8,461 shares; 2025Q1: 8,423 shares; 2025Q2: 8,467 shares; 2025Q3: 8,283 shares; 2025Q4: 8,214 shares; 2026Q1: 12,066 shares; 2026Q2: 12,091 shares; 2026Q3: 13,910 shares 13,910 $4.02M 0.05% +1,819 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,800 shares; 2025Q1: 17,709 shares; 2025Q2: 20,192 shares; 2025Q3: 21,955 shares; 2025Q4: 25,293 shares; 2026Q1: 35,818 shares; 2026Q2: 36,509 shares; 2026Q3: 46,632 shares 46,632 $4M 0.05% +10,123 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; 2024Q4: 11,952 shares; 2025Q1: 14,603 shares; 2025Q2: 13,596 shares; 2025Q3: 13,965 shares; 2025Q4: 22,537 shares; 2026Q1: 28,635 shares; 2026Q2: 31,414 shares; 2026Q3: 33,983 shares 33,983 $3.99M 0.05% +2,569 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 70,280 shares; 2025Q1: 68,709 shares; 2025Q2: 70,033 shares; 2025Q3: 69,274 shares; 2025Q4: 71,535 shares; 2026Q1: 71,387 shares; 2026Q2: 70,927 shares; 2026Q3: 72,532 shares 72,532 $3.96M 0.05% +1,605 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; 2024Q4: 5,664 shares; 2025Q1: 6,225 shares; 2025Q2: 6,329 shares; 2025Q3: 6,695 shares; 2025Q4: 6,649 shares; 2026Q1: 12,699 shares; 2026Q2: 11,888 shares; 2026Q3: 13,686 shares 13,686 $3.91M 0.05% +1,798 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; 2024Q4: 4,948 shares; 2025Q1: 6,592 shares; 2025Q2: 7,566 shares; 2025Q3: 8,686 shares; 2025Q4: 8,778 shares; 2026Q1: 14,985 shares; 2026Q2: 14,785 shares; 2026Q3: 17,689 shares 17,689 $3.9M 0.05% +2,904 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; 2024Q4: 40,500 shares; 2025Q1: 40,500 shares; 2025Q2: 40,800 shares; 2025Q3: 108,134 shares; 2025Q4: 107,087 shares; 2026Q1: 117,170 shares; 2026Q2: 113,098 shares; 2026Q3: 105,093 shares 105,093 $3.87M 0.05% -8,005 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: 2,956 shares; 2025Q1: 3,264 shares; 2025Q2: 3,855 shares; 2025Q3: 5,126 shares; 2025Q4: 5,916 shares; 2026Q1: 8,031 shares; 2026Q2: 9,060 shares; 2026Q3: 10,259 shares 10,259 $3.86M 0.05% +1,199 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 199,751 shares; 2025Q1: 149,158 shares; 2025Q2: 125,379 shares; 2025Q3: 105,420 shares; 2025Q4: 92,930 shares; 2026Q1: 87,742 shares; 2026Q2: 84,983 shares; 2026Q3: 78,148 shares 78,148 $3.85M 0.05% -6,835 Timeline CGSM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 151,956 shares; 2026Q2: 152,619 shares; 2026Q3: 149,296 shares 149,296 $3.84M 0.05% -3,323 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: 7,799 shares; 2025Q1: 7,349 shares; 2025Q2: 10,764 shares; 2025Q3: 13,021 shares; 2025Q4: 38,131 shares; 2026Q1: 39,885 shares; 2026Q2: 40,918 shares; 2026Q3: 42,644 shares 42,644 $3.78M 0.05% +1,726 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; 2024Q4: 4,533 shares; 2025Q1: 7,557 shares; 2025Q2: 7,735 shares; 2025Q3: 8,355 shares; 2025Q4: 9,876 shares; 2026Q1: 38,156 shares; 2026Q2: 35,992 shares; 2026Q3: 49,049 shares 49,049 $3.78M 0.05% +13,057 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,773 shares; 2025Q1: 8,726 shares; 2025Q2: 8,294 shares; 2025Q3: 8,278 shares; 2025Q4: 145,291 shares; 2026Q1: 141,859 shares; 2026Q2: 138,534 shares; 2026Q3: 127,164 shares 127,164 $3.73M 0.05% -11,370 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,783 shares; 2025Q4: 1,850 shares; 2026Q1: 2,445 shares; 2026Q2: 2,675 shares; 2026Q3: 3,425 shares 3,425 $3.73M 0.05% +750 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,089 shares; 2025Q1: 7,176 shares; 2025Q2: 7,816 shares; 2025Q3: 7,818 shares; 2025Q4: 7,859 shares; 2026Q1: 20,159 shares; 2026Q2: 20,159 shares; 2026Q3: 28,839 shares 28,839 $3.72M 0.05% +8,680 Timeline IGF 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: 62,440 shares; 2026Q1: 61,179 shares; 2026Q2: 60,289 shares; 2026Q3: 59,776 shares 59,776 $3.71M 0.05% -513 Timeline VTHR VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,269 shares; 2025Q3: 4,273 shares; 2025Q4: 4,339 shares; 2026Q1: 11,064 shares; 2026Q2: 11,069 shares; 2026Q3: 10,759 shares 10,759 $3.67M 0.05% -310 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,001 shares; 2026Q2: 21,312 shares; 2026Q3: 21,730 shares 21,730 $3.67M 0.05% +418 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: 1,196 shares; 2025Q1: 1,050 shares; 2025Q2: 1,050 shares; 2025Q3: 1,052 shares; 2025Q4: 5,498 shares; 2026Q1: 5,344 shares; 2026Q2: 5,280 shares; 2026Q3: 5,523 shares 5,523 $3.67M 0.05% +243 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: 20,178 shares; 2025Q1: 20,178 shares; 2025Q2: 49,530 shares; 2025Q3: 53,236 shares; 2025Q4: 50,518 shares; 2026Q1: 47,669 shares; 2026Q2: 45,276 shares; 2026Q3: 44,844 shares 44,844 $3.64M 0.05% -432 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: 802 shares; 2025Q1: 1,124 shares; 2025Q2: 1,174 shares; 2025Q3: 1,435 shares; 2025Q4: 2,409 shares; 2026Q1: 3,564 shares; 2026Q2: 28,054 shares; 2026Q3: 27,971 shares 27,971 $3.62M 0.05% -83 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,290 shares; 2025Q1: 14,296 shares; 2025Q2: 13,454 shares; 2025Q3: 11,417 shares; 2025Q4: 11,418 shares; 2026Q1: 10,911 shares; 2026Q2: 10,894 shares; 2026Q3: 12,540 shares 12,540 $3.54M 0.04% +1,646 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: 30,771 shares; 2025Q1: 38,901 shares; 2025Q2: 41,367 shares; 2025Q3: 40,486 shares; 2025Q4: 40,999 shares; 2026Q1: 42,774 shares; 2026Q2: 42,839 shares; 2026Q3: 37,837 shares 37,837 $3.46M 0.04% -5,002 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,350 shares; 2025Q1: 4,975 shares; 2025Q2: 6,309 shares; 2025Q3: 6,890 shares; 2025Q4: 11,065 shares; 2026Q1: 16,521 shares; 2026Q2: 16,667 shares; 2026Q3: 18,931 shares 18,931 $3.41M 0.04% +2,264 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,202 shares; 2025Q1: 4,290 shares; 2025Q2: 4,230 shares; 2025Q3: 4,835 shares; 2025Q4: 5,083 shares; 2026Q1: 7,944 shares; 2026Q2: 8,241 shares; 2026Q3: 11,192 shares 11,192 $3.4M 0.04% +2,951 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,843 shares; 2025Q1: 7,199 shares; 2025Q2: 11,950 shares; 2025Q3: 11,757 shares; 2025Q4: 10,844 shares; 2026Q1: 13,170 shares; 2026Q2: 13,147 shares; 2026Q3: 14,542 shares 14,542 $3.36M 0.04% +1,395 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,782 shares; 2025Q1: 11,264 shares; 2025Q2: 11,268 shares; 2025Q3: 7,227 shares; 2025Q4: 7,227 shares; 2026Q1: 7,020 shares; 2026Q2: 7,020 shares; 2026Q3: 29,104 shares 29,104 $3.3M 0.04% +22,084 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: 1,863 shares; 2025Q1: 1,729 shares; 2025Q2: 2,159 shares; 2025Q3: 4,713 shares; 2025Q4: 5,014 shares; 2026Q1: 10,877 shares; 2026Q2: 10,556 shares; 2026Q3: 9,617 shares 9,617 $3.29M 0.04% -939 Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 107,516 shares; 2025Q1: 81,626 shares; 2025Q2: 69,864 shares; 2025Q3: 60,336 shares; 2025Q4: 53,753 shares; 2026Q1: 47,782 shares; 2026Q2: 46,045 shares; 2026Q3: 43,636 shares 43,636 $3.24M 0.04% -2,409 Timeline IBTJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 16,441 shares; 2025Q1: 38,573 shares; 2025Q2: 49,822 shares; 2025Q3: 73,120 shares; 2025Q4: 92,766 shares; 2026Q1: 102,761 shares; 2026Q2: 123,650 shares; 2026Q3: 151,684 shares 151,684 $3.22M 0.04% +28,034 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: 8,868 shares; 2025Q1: 21,890 shares; 2025Q2: 22,126 shares; 2025Q3: 21,591 shares; 2025Q4: 21,692 shares; 2026Q1: 34,931 shares; 2026Q2: 34,042 shares; 2026Q3: 31,989 shares 31,989 $3.21M 0.04% -2,053 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,957 shares; 2025Q1: 14,362 shares; 2025Q2: 13,049 shares; 2025Q3: 14,128 shares; 2025Q4: 15,656 shares; 2026Q1: 22,408 shares; 2026Q2: 24,330 shares; 2026Q3: 28,050 shares 28,050 $3.17M 0.04% +3,720 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 96,450 shares; 2025Q2: 92,054 shares; 2025Q3: 99,875 shares; 2025Q4: 98,684 shares; 2026Q1: 96,777 shares; 2026Q2: 99,674 shares; 2026Q3: 101,878 shares 101,878 $3.15M 0.04% +2,204 Timeline PFFD 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: 66,502 shares; 2025Q3: 292,962 shares; 2025Q4: 294,674 shares; 2026Q1: 283,436 shares; 2026Q2: 260,807 shares; 2026Q3: 176,502 shares 176,502 $3.09M 0.04% -84,305 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 387 shares; 2025Q1: 398 shares; 2025Q2: 2,951 shares; 2025Q3: 3,013 shares; 2025Q4: 3,009 shares; 2026Q1: 3,058 shares; 2026Q2: 3,068 shares; 2026Q3: 3,211 shares 3,211 $3.06M 0.04% +143 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 1,069 shares; 2025Q2: 1,592 shares; 2025Q3: 1,861 shares; 2025Q4: 2,020 shares; 2026Q1: 5,674 shares; 2026Q2: 5,656 shares; 2026Q3: 6,125 shares 6,125 $3.06M 0.04% +469 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,190 shares; 2025Q1: 9,509 shares; 2025Q2: 19,904 shares; 2025Q3: 20,320 shares; 2025Q4: 22,582 shares; 2026Q1: 28,315 shares; 2026Q2: 27,616 shares; 2026Q3: 28,871 shares 28,871 $3.02M 0.04% +1,255 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: 1,810 shares; 2025Q1: 1,768 shares; 2025Q2: 1,725 shares; 2025Q3: 2,091 shares; 2025Q4: 2,106 shares; 2026Q1: 6,301 shares; 2026Q2: 6,782 shares; 2026Q3: 7,087 shares 7,087 $3.01M 0.04% +305 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: not reported; 2025Q2: not reported; 2025Q3: 121,944 shares; 2025Q4: 125,200 shares; 2026Q1: 118,015 shares; 2026Q2: 98,120 shares; 2026Q3: 85,232 shares 85,232 $3M 0.04% -12,888 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: not reported; 2025Q1: not reported; 2025Q2: 20,400 shares; 2025Q3: 27,747 shares; 2025Q4: 32,997 shares; 2026Q1: 40,489 shares; 2026Q2: 40,479 shares; 2026Q3: 38,899 shares 38,899 $3M 0.04% -1,580 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,656 shares; 2026Q1: 10,758 shares; 2026Q2: 10,760 shares; 2026Q3: 10,888 shares 10,888 $2.96M 0.04% +128 Timeline DHS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,255 shares; 2025Q1: 2,249 shares; 2025Q2: 2,192 shares; 2025Q3: 2,195 shares; 2025Q4: 2,197 shares; 2026Q1: 26,209 shares; 2026Q2: 26,102 shares; 2026Q3: 25,972 shares 25,972 $2.92M 0.04% -130 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: 5,091 shares; 2025Q1: 5,091 shares; 2025Q2: 11,265 shares; 2025Q3: 16,566 shares; 2025Q4: 16,320 shares; 2026Q1: 16,429 shares; 2026Q2: 14,546 shares; 2026Q3: 28,867 shares 28,867 $2.89M 0.04% +14,321 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,693 shares; 2025Q1: 5,154 shares; 2025Q2: 9,972 shares; 2025Q3: 10,702 shares; 2025Q4: 13,340 shares; 2026Q1: 16,432 shares; 2026Q2: 16,398 shares; 2026Q3: 17,671 shares 17,671 $2.81M 0.04% +1,273 Timeline VRP 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: 115,606 shares; 2026Q2: 118,000 shares; 2026Q3: 118,670 shares 118,670 $2.81M 0.04% +670 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; 2024Q4: 761 shares; 2025Q1: 1,081 shares; 2025Q2: 1,081 shares; 2025Q3: 1,106 shares; 2025Q4: 1,154 shares; 2026Q1: 1,752 shares; 2026Q2: 1,870 shares; 2026Q3: 2,795 shares 2,795 $2.79M 0.04% +925 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 31,358 shares; 2025Q1: 31,614 shares; 2025Q2: 27,860 shares; 2025Q3: 24,441 shares; 2025Q4: 24,529 shares; 2026Q1: 27,991 shares; 2026Q2: 28,058 shares; 2026Q3: 29,367 shares 29,367 $2.78M 0.04% +1,309 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,376 shares; 2025Q1: 7,164 shares; 2025Q2: 7,024 shares; 2025Q3: 6,774 shares; 2025Q4: 6,866 shares; 2026Q1: 14,369 shares; 2026Q2: 13,435 shares; 2026Q3: 14,113 shares 14,113 $2.74M 0.03% +678 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,112 shares; 2025Q1: 889 shares; 2025Q2: 1,184 shares; 2025Q3: 1,295 shares; 2025Q4: 1,485 shares; 2026Q1: 5,636 shares; 2026Q2: 5,635 shares; 2026Q3: 5,745 shares 5,745 $2.72M 0.03% +110 Timeline REET ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 109,857 shares; 2025Q1: 114,948 shares; 2025Q2: 89,822 shares; 2025Q3: 60,168 shares; 2025Q4: 55,215 shares; 2026Q1: 50,724 shares; 2026Q2: 42,490 shares; 2026Q3: 106,305 shares 106,305 $2.7M 0.03% +63,815 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 969 shares; 2025Q4: 955 shares; 2026Q1: 4,116 shares; 2026Q2: 4,374 shares; 2026Q3: 5,681 shares 5,681 $2.68M 0.03% +1,307 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,672 shares; 2025Q1: 10,196 shares; 2025Q2: 9,544 shares; 2025Q3: 9,971 shares; 2025Q4: 9,867 shares; 2026Q1: 13,629 shares; 2026Q2: 13,895 shares; 2026Q3: 14,202 shares 14,202 $2.67M 0.03% +307 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,091 shares; 2025Q1: 11,052 shares; 2025Q2: 11,152 shares; 2025Q3: 11,121 shares; 2025Q4: 18,477 shares; 2026Q1: 26,457 shares; 2026Q2: 28,968 shares; 2026Q3: 31,256 shares 31,256 $2.67M 0.03% +2,288 Timeline SCZ 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: 4,518 shares; 2025Q2: 4,492 shares; 2025Q3: 4,292 shares; 2025Q4: 4,292 shares; 2026Q1: 10,972 shares; 2026Q2: 10,974 shares; 2026Q3: 31,752 shares 31,752 $2.66M 0.03% +20,778 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,414 shares; 2025Q1: 3,991 shares; 2025Q2: 42,526 shares; 2025Q3: 41,284 shares; 2025Q4: 28,282 shares; 2026Q1: 39,174 shares; 2026Q2: 39,515 shares; 2026Q3: 44,232 shares 44,232 $2.63M 0.03% +4,717 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,416 shares; 2025Q1: 9,016 shares; 2025Q2: 9,762 shares; 2025Q3: 10,417 shares; 2025Q4: 11,449 shares; 2026Q1: 17,745 shares; 2026Q2: 16,125 shares; 2026Q3: 18,216 shares 18,216 $2.62M 0.03% +2,091 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; 2024Q4: 11,333 shares; 2025Q1: 12,472 shares; 2025Q2: 13,008 shares; 2025Q3: 16,352 shares; 2025Q4: 18,282 shares; 2026Q1: 48,256 shares; 2026Q2: 47,979 shares; 2026Q3: 48,718 shares 48,718 $2.61M 0.03% +739 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,157 shares; 2025Q1: 2,800 shares; 2025Q2: 2,932 shares; 2025Q3: 4,098 shares; 2025Q4: 3,972 shares; 2026Q1: 4,981 shares; 2026Q2: 4,990 shares; 2026Q3: 12,209 shares 12,209 $2.56M 0.03% +7,219 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM 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: 4,950 shares; 2026Q2: 8,789 shares; 2026Q3: 8,786 shares 8,786 $2.56M 0.03% -3 Timeline HEFA 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: 85,723 shares; 2025Q2: 68,951 shares; 2025Q3: 61,193 shares; 2025Q4: 60,860 shares; 2026Q1: 57,021 shares; 2026Q2: 56,080 shares; 2026Q3: 55,141 shares 55,141 $2.55M 0.03% -939 Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,187 shares; 2025Q4: 44,146 shares; 2026Q1: 45,467 shares; 2026Q2: 44,572 shares; 2026Q3: 39,474 shares 39,474 $2.49M 0.03% -5,098 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 62,995 shares; 2025Q1: 63,443 shares; 2025Q2: 63,557 shares; 2025Q3: 64,526 shares; 2025Q4: 67,452 shares; 2026Q1: 69,693 shares; 2026Q2: 75,643 shares; 2026Q3: 91,041 shares 91,041 $2.48M 0.03% +15,398 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; 2024Q4: 9,024 shares; 2025Q1: 9,024 shares; 2025Q2: 9,024 shares; 2025Q3: 84,833 shares; 2025Q4: 84,502 shares; 2026Q1: 85,056 shares; 2026Q2: 84,360 shares; 2026Q3: 73,505 shares 73,505 $2.47M 0.03% -10,855 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,412 shares; 2025Q1: 7,939 shares; 2025Q2: 10,556 shares; 2025Q3: 10,030 shares; 2025Q4: 9,995 shares; 2026Q1: 28,346 shares; 2026Q2: 28,418 shares; 2026Q3: 35,481 shares 35,481 $2.46M 0.03% +7,063 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,071 shares; 2025Q1: 1,391 shares; 2025Q2: 1,522 shares; 2025Q3: 1,623 shares; 2025Q4: 18,944 shares; 2026Q1: 23,877 shares; 2026Q2: 22,395 shares; 2026Q3: 34,674 shares 34,674 $2.42M 0.03% +12,279 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,100 shares; 2025Q1: 1,249 shares; 2025Q2: 1,293 shares; 2025Q3: 2,101 shares; 2025Q4: 2,116 shares; 2026Q1: 5,257 shares; 2026Q2: 5,130 shares; 2026Q3: 6,692 shares 6,692 $2.39M 0.03% +1,562 Timeline SUSA 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: 6,590 shares; 2026Q1: 7,364 shares; 2026Q2: 7,271 shares; 2026Q3: 14,616 shares 14,616 $2.32M 0.03% +7,345 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: 14,699 shares; 2025Q1: 14,699 shares; 2025Q2: 14,828 shares; 2025Q3: 18,523 shares; 2025Q4: 33,110 shares; 2026Q1: 45,383 shares; 2026Q2: 45,267 shares; 2026Q3: 44,305 shares 44,305 $2.31M 0.03% -962 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,058 shares; 2025Q3: 1,484 shares; 2025Q4: 1,454 shares; 2026Q1: 3,261 shares; 2026Q2: 3,744 shares; 2026Q3: 4,424 shares 4,424 $2.3M 0.03% +680 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF 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: 54,802 shares; 2026Q2: 54,830 shares; 2026Q3: 57,247 shares 57,247 $2.3M 0.03% +2,417 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: 29,590 shares; 2025Q1: 34,911 shares; 2025Q2: 34,682 shares; 2025Q3: 43,303 shares; 2025Q4: 55,040 shares; 2026Q1: 89,226 shares; 2026Q2: 88,745 shares; 2026Q3: 93,013 shares 93,013 $2.28M 0.03% +4,268 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 34,899 shares; 2025Q1: 33,697 shares; 2025Q2: 33,681 shares; 2025Q3: 28,891 shares; 2025Q4: 28,252 shares; 2026Q1: 28,435 shares; 2026Q2: 28,279 shares; 2026Q3: 25,740 shares 25,740 $2.27M 0.03% -2,539 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,568 shares; 2025Q1: 10,227 shares; 2025Q2: 10,301 shares; 2025Q3: 10,351 shares; 2025Q4: 10,553 shares; 2026Q1: 10,474 shares; 2026Q2: 9,818 shares; 2026Q3: 11,462 shares 11,462 $2.25M 0.03% +1,644 Timeline IUSG 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: not reported; 2026Q2: 3,309 shares; 2026Q3: 11,227 shares 11,227 $2.23M 0.03% +7,918 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 7,301 shares; 2025Q2: 6,798 shares; 2025Q3: 7,856 shares; 2025Q4: 11,083 shares; 2026Q1: 42,798 shares; 2026Q2: 43,030 shares; 2026Q3: 48,031 shares 48,031 $2.19M 0.03% +5,001 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,505 shares; 2025Q1: 17,571 shares; 2025Q2: 25,212 shares; 2025Q3: 26,705 shares; 2025Q4: 29,378 shares; 2026Q1: 43,295 shares; 2026Q2: 44,528 shares; 2026Q3: 47,785 shares 47,785 $2.19M 0.03% +3,257 Timeline BSVO 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: 10,116 shares; 2025Q1: 10,116 shares; 2025Q2: 10,116 shares; 2025Q3: 9,148 shares; 2025Q4: 9,148 shares; 2026Q1: 75,972 shares; 2026Q2: 75,972 shares; 2026Q3: 75,972 shares 75,972 $2.15M 0.03% 0 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,366 shares; 2025Q1: 11,269 shares; 2025Q2: 11,288 shares; 2025Q3: 13,458 shares; 2025Q4: 13,463 shares; 2026Q1: 18,755 shares; 2026Q2: 18,780 shares; 2026Q3: 18,864 shares 18,864 $2.14M 0.03% +84 Timeline XYLD 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: 13,346 shares; 2025Q4: 13,292 shares; 2026Q1: 51,348 shares; 2026Q2: 50,473 shares; 2026Q3: 50,602 shares 50,602 $2.12M 0.03% +129 Timeline XERS XERIS BIOPHARMA HOLDINGS INC More: the full row for XERIS BIOPHARMA HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 245,897 shares; 2026Q1: 235,897 shares; 2026Q2: 215,897 shares; 2026Q3: 206,004 shares 206,004 $2.08M 0.03% -9,893 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,770 shares; 2025Q1: 1,682 shares; 2025Q2: 1,655 shares; 2025Q3: 1,655 shares; 2025Q4: 2,301 shares; 2026Q1: 5,500 shares; 2026Q2: 5,199 shares; 2026Q3: 5,217 shares 5,217 $2.03M 0.03% +18 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 405 shares; 2025Q3: 436 shares; 2025Q4: 451 shares; 2026Q1: 995 shares; 2026Q2: 1,052 shares; 2026Q3: 2,289 shares 2,289 $2.03M 0.03% +1,237 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: 1,167 shares; 2025Q1: 1,682 shares; 2025Q2: 1,733 shares; 2025Q3: 3,167 shares; 2025Q4: 3,146 shares; 2026Q1: 4,312 shares; 2026Q2: 4,617 shares; 2026Q3: 5,356 shares 5,356 $2.01M 0.03% +739 Timeline BCI ABRDN ETFS More: the full row for ABRDN ETFS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 195,133 shares; 2025Q4: 178,552 shares; 2026Q1: 132,849 shares; 2026Q2: 92,067 shares; 2026Q3: 77,007 shares 77,007 $2.01M 0.03% -15,060 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,576 shares; 2025Q1: 4,658 shares; 2025Q2: 8,674 shares; 2025Q3: 34,205 shares; 2025Q4: 34,709 shares; 2026Q1: 32,547 shares; 2026Q2: 31,462 shares; 2026Q3: 32,180 shares 32,180 $1.99M 0.03% +718 Timeline SNDK SANDISK CORP More: the full row for SANDISK 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: 1,154 shares 1,154 $1.95M 0.02% new Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,475 shares; 2025Q1: 5,571 shares; 2025Q2: 5,275 shares; 2025Q3: 5,239 shares; 2025Q4: 5,371 shares; 2026Q1: 5,274 shares; 2026Q2: 5,419 shares; 2026Q3: 8,654 shares 8,654 $1.94M 0.02% +3,235 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,057 shares; 2025Q1: 5,010 shares; 2025Q2: 5,219 shares; 2025Q3: 5,360 shares; 2025Q4: 5,511 shares; 2026Q1: 13,204 shares; 2026Q2: 15,585 shares; 2026Q3: 16,768 shares 16,768 $1.94M 0.02% +1,183 Timeline JMUB 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 45,288 shares; 2026Q2: 42,708 shares; 2026Q3: 40,483 shares 40,483 $1.92M 0.02% -2,225 Timeline OMFL INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 33,749 shares; 2025Q1: 33,169 shares; 2025Q2: 32,548 shares; 2025Q3: 29,160 shares; 2025Q4: 28,926 shares; 2026Q1: 27,478 shares; 2026Q2: 27,151 shares; 2026Q3: 26,983 shares 26,983 $1.92M 0.02% -168 Timeline TDVG T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 40,127 shares; 2026Q2: 39,171 shares; 2026Q3: 38,997 shares 38,997 $1.91M 0.02% -174 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,522 shares; 2025Q1: 7,476 shares; 2025Q2: 8,292 shares; 2025Q3: 17,252 shares; 2025Q4: 16,935 shares; 2026Q1: 19,042 shares; 2026Q2: 20,493 shares; 2026Q3: 20,346 shares 20,346 $1.9M 0.02% -147 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,466 shares; 2025Q1: 8,386 shares; 2025Q2: 7,961 shares; 2025Q3: 11,963 shares; 2025Q4: 11,826 shares; 2026Q1: 28,245 shares; 2026Q2: 27,800 shares; 2026Q3: 30,898 shares 30,898 $1.9M 0.02% +3,098 Timeline RYLD 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: not reported; 2025Q4: not reported; 2026Q1: 127,206 shares; 2026Q2: 123,263 shares; 2026Q3: 122,462 shares 122,462 $1.9M 0.02% -801 Timeline EEM 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: 7,380 shares; 2026Q1: 10,361 shares; 2026Q2: 10,581 shares; 2026Q3: 28,014 shares 28,014 $1.89M 0.02% +17,433 Timeline BILL BILL HOLDINGS INC More: the full row for BILL HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 43,797 shares; 2025Q1: 43,750 shares; 2025Q2: 43,769 shares; 2025Q3: 43,779 shares; 2025Q4: 43,823 shares; 2026Q1: 42,227 shares; 2026Q2: 42,226 shares; 2026Q3: 42,278 shares 42,278 $1.86M 0.02% +52 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,255 shares; 2025Q1: 4,644 shares; 2025Q2: 4,431 shares; 2025Q3: 4,460 shares; 2025Q4: 4,452 shares; 2026Q1: 7,117 shares; 2026Q2: 7,292 shares; 2026Q3: 7,043 shares 7,043 $1.86M 0.02% -249 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,254 shares; 2025Q1: 3,281 shares; 2025Q2: 3,126 shares; 2025Q3: 3,177 shares; 2025Q4: 3,198 shares; 2026Q1: 3,350 shares; 2026Q2: 3,943 shares; 2026Q3: 5,575 shares 5,575 $1.84M 0.02% +1,632 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 4,702 shares; 2025Q2: 4,754 shares; 2025Q3: 4,882 shares; 2025Q4: 5,037 shares; 2026Q1: 5,291 shares; 2026Q2: 5,564 shares; 2026Q3: 6,338 shares 6,338 $1.83M 0.02% +774 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,390 shares; 2025Q1: 8,316 shares; 2025Q2: 11,778 shares; 2025Q3: 11,887 shares; 2025Q4: 11,759 shares; 2026Q1: 16,280 shares; 2026Q2: 15,727 shares; 2026Q3: 16,297 shares 16,297 $1.82M 0.02% +570 Timeline AVGE 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: 13,375 shares; 2025Q1: 12,582 shares; 2025Q2: 11,137 shares; 2025Q3: 12,579 shares; 2025Q4: 15,729 shares; 2026Q1: 14,468 shares; 2026Q2: 17,498 shares; 2026Q3: 18,313 shares 18,313 $1.82M 0.02% +815 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,258 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,378 shares; 2025Q4: 4,448 shares; 2026Q1: 13,120 shares; 2026Q2: 13,411 shares; 2026Q3: 14,118 shares 14,118 $1.8M 0.02% +707 Timeline TLTW 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: 103,032 shares; 2026Q2: 102,632 shares; 2026Q3: 89,223 shares 89,223 $1.78M 0.02% -13,409 Timeline TOWN TOWNEBANK PORTSMOUTH VA More: the full row for TOWNEBANK PORTSMOUTH VA 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: 50,068 shares; 2026Q2: 50,081 shares; 2026Q3: 50,280 shares 50,280 $1.76M 0.02% +199 Timeline CGHM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 50,724 shares; 2026Q2: 54,456 shares; 2026Q3: 73,140 shares 73,140 $1.75M 0.02% +18,684 Timeline CSX CSX CORP More: the full row for CSX 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: 5,845 shares; 2026Q1: 36,478 shares; 2026Q2: 36,583 shares; 2026Q3: 37,169 shares 37,169 $1.74M 0.02% +586 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 931 shares; 2025Q1: 992 shares; 2025Q2: 4,047 shares; 2025Q3: 4,380 shares; 2025Q4: 4,573 shares; 2026Q1: 6,012 shares; 2026Q2: 5,742 shares; 2026Q3: 5,651 shares 5,651 $1.72M 0.02% -91 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 8,389 shares; 2025Q2: 15,102 shares; 2025Q3: 14,108 shares; 2025Q4: 16,095 shares; 2026Q1: 42,485 shares; 2026Q2: 40,488 shares; 2026Q3: 51,653 shares 51,653 $1.69M 0.02% +11,165 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: 5,357 shares; 2025Q1: 5,502 shares; 2025Q2: 5,615 shares; 2025Q3: 5,787 shares; 2025Q4: 6,794 shares; 2026Q1: 9,302 shares; 2026Q2: 9,041 shares; 2026Q3: 9,448 shares 9,448 $1.67M 0.02% +407 Timeline XLSR SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 28,221 shares; 2025Q1: 28,244 shares; 2025Q2: 28,268 shares; 2025Q3: 27,780 shares; 2025Q4: 28,098 shares; 2026Q1: 27,034 shares; 2026Q2: 26,040 shares; 2026Q3: 24,565 shares 24,565 $1.66M 0.02% -1,475 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,246 shares; 2025Q3: 7,241 shares; 2025Q4: 5,855 shares; 2026Q1: 5,997 shares; 2026Q2: 6,001 shares; 2026Q3: 3,465 shares 3,465 $1.66M 0.02% -2,536 Timeline DOCS DOXIMITY INC More: the full row for DOXIMITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 69,320 shares; 2025Q1: 79,039 shares; 2025Q2: 69,874 shares; 2025Q3: 61,026 shares; 2025Q4: 61,022 shares; 2026Q1: 58,849 shares; 2026Q2: 58,686 shares; 2026Q3: 59,488 shares 59,488 $1.65M 0.02% +802 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 21,228 shares; 2025Q1: 22,602 shares; 2025Q2: 22,851 shares; 2025Q3: 24,664 shares; 2025Q4: 27,414 shares; 2026Q1: 49,643 shares; 2026Q2: 46,600 shares; 2026Q3: 56,927 shares 56,927 $1.59M 0.02% +10,327 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L 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: 40,223 shares; 2026Q2: 40,230 shares; 2026Q3: 42,028 shares 42,028 $1.55M 0.02% +1,798 Timeline HSCZ 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: 48,469 shares; 2025Q2: 42,449 shares; 2025Q3: 40,826 shares; 2025Q4: 40,996 shares; 2026Q1: 37,592 shares; 2026Q2: 35,555 shares; 2026Q3: 35,364 shares 35,364 $1.53M 0.02% -191 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,980 shares; 2025Q1: 2,031 shares; 2025Q2: 1,981 shares; 2025Q3: 1,982 shares; 2025Q4: 2,071 shares; 2026Q1: 2,371 shares; 2026Q2: 2,441 shares; 2026Q3: 2,626 shares 2,626 $1.53M 0.02% +185 Timeline SAIC SCIENCE APPLICATIONS INTL CO More: the full row for SCIENCE APPLICATIONS INTL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,227 shares; 2025Q1: 7,228 shares; 2025Q2: 7,232 shares; 2025Q3: 8,572 shares; 2025Q4: 8,573 shares; 2026Q1: 12,308 shares; 2026Q2: 12,320 shares; 2026Q3: 12,518 shares 12,518 $1.53M 0.02% +198 Timeline JTNY 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 32,567 shares 32,567 $1.53M 0.02% new Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,778 shares; 2025Q1: 5,536 shares; 2025Q2: 5,519 shares; 2025Q3: 5,834 shares; 2025Q4: 6,220 shares; 2026Q1: 6,435 shares; 2026Q2: 6,436 shares; 2026Q3: 6,494 shares 6,494 $1.52M 0.02% +58 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; 2024Q4: 880 shares; 2025Q1: 982 shares; 2025Q2: 2,805 shares; 2025Q3: 2,821 shares; 2025Q4: 2,901 shares; 2026Q1: 3,476 shares; 2026Q2: 3,436 shares; 2026Q3: 2,963 shares 2,963 $1.51M 0.02% -473 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 39,159 shares; 2026Q2: 37,983 shares; 2026Q3: 36,651 shares 36,651 $1.51M 0.02% -1,332 Timeline EZM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 20,925 shares; 2025Q1: 20,925 shares; 2025Q2: 20,925 shares; 2025Q3: 20,925 shares; 2025Q4: 20,925 shares; 2026Q1: 20,925 shares; 2026Q2: 20,925 shares; 2026Q3: 20,925 shares 20,925 $1.51M 0.02% 0 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,450 shares; 2026Q2: 3,595 shares; 2026Q3: 3,709 shares 3,709 $1.5M 0.02% +114 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C 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: 16,112 shares; 2026Q1: 19,929 shares; 2026Q2: 20,259 shares; 2026Q3: 20,771 shares 20,771 $1.5M 0.02% +512 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 961 shares; 2025Q2: 1,181 shares; 2025Q3: 2,675 shares; 2025Q4: 3,072 shares; 2026Q1: 3,233 shares; 2026Q2: 3,261 shares; 2026Q3: 3,380 shares 3,380 $1.49M 0.02% +119 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,148 shares; 2025Q1: 2,342 shares; 2025Q2: 2,388 shares; 2025Q3: 2,835 shares; 2025Q4: 2,903 shares; 2026Q1: 3,249 shares; 2026Q2: 3,439 shares; 2026Q3: 3,194 shares 3,194 $1.49M 0.02% -245 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,590 shares; 2025Q1: 4,863 shares; 2025Q2: 4,927 shares; 2025Q3: 4,880 shares; 2025Q4: 4,884 shares; 2026Q1: 5,338 shares; 2026Q2: 5,285 shares; 2026Q3: 5,409 shares 5,409 $1.49M 0.02% +124 Timeline HYMB 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: not reported; 2025Q3: 41,377 shares; 2025Q4: 50,629 shares; 2026Q1: 47,381 shares; 2026Q2: 47,178 shares; 2026Q3: 64,027 shares 64,027 $1.49M 0.02% +16,849 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 35,831 shares; 2025Q1: 35,868 shares; 2025Q2: 35,903 shares; 2025Q3: 38,241 shares; 2025Q4: 38,042 shares; 2026Q1: 36,023 shares; 2026Q2: 36,798 shares; 2026Q3: 46,393 shares 46,393 $1.48M 0.02% +9,595 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,912 shares; 2025Q1: 11,986 shares; 2025Q2: 12,050 shares; 2025Q3: 22,704 shares; 2025Q4: 24,095 shares; 2026Q1: 21,118 shares; 2026Q2: 24,569 shares; 2026Q3: 29,752 shares 29,752 $1.48M 0.02% +5,183 Timeline DEHP 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 14,427 shares; 2026Q3: 35,601 shares 35,601 $1.47M 0.02% +21,174 Timeline INMU 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: 56,978 shares; 2026Q2: 63,485 shares; 2026Q3: 64,314 shares 64,314 $1.47M 0.02% +829 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,089 shares; 2025Q1: 6,100 shares; 2025Q2: 7,580 shares; 2025Q3: 7,463 shares; 2025Q4: 7,813 shares; 2026Q1: 21,060 shares; 2026Q2: 20,816 shares; 2026Q3: 22,871 shares 22,871 $1.46M 0.02% +2,055 Timeline IWR 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: 2,339 shares; 2025Q3: 2,153 shares; 2025Q4: 5,655 shares; 2026Q1: 9,684 shares; 2026Q2: 9,684 shares; 2026Q3: 13,318 shares 13,318 $1.44M 0.02% +3,634 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS 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: 1,058 shares; 2026Q2: 4,320 shares; 2026Q3: 5,393 shares 5,393 $1.43M 0.02% +1,073 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: 2,647 shares; 2026Q3: 8,424 shares 8,424 $1.41M 0.02% +5,777 Timeline HYXF 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: 30,462 shares; 2026Q2: 31,506 shares; 2026Q3: 31,203 shares 31,203 $1.41M 0.02% -303 Timeline HYGH 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: not reported; 2025Q1: 36,025 shares; 2025Q2: 21,410 shares; 2025Q3: 20,002 shares; 2025Q4: 20,130 shares; 2026Q1: 19,385 shares; 2026Q2: 18,290 shares; 2026Q3: 16,450 shares 16,450 $1.4M 0.02% -1,840 Timeline BANK OF AMER CORP 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,205 shares; 2026Q2: 1,190 shares; 2026Q3: 1,180 shares 1,180 $1.4M 0.02% -10 WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,904 shares; 2025Q1: 2,016 shares; 2025Q2: 6,093 shares; 2025Q3: 5,758 shares; 2025Q4: 5,777 shares; 2026Q1: 6,016 shares; 2026Q2: 6,033 shares; 2026Q3: 6,341 shares 6,341 $1.4M 0.02% +308 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P 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: 74,839 shares; 2026Q2: 75,918 shares; 2026Q3: 67,837 shares 67,837 $1.39M 0.02% -8,081 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,371 shares; 2025Q1: 8,239 shares; 2025Q2: 8,632 shares; 2025Q3: 8,373 shares; 2025Q4: 9,156 shares; 2026Q1: 11,799 shares; 2026Q2: 11,530 shares; 2026Q3: 14,023 shares 14,023 $1.38M 0.02% +2,493 Timeline BILZ PIMCO ETF TR More: the full row for PIMCO ETF 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: 13,668 shares; 2026Q2: 13,668 shares; 2026Q3: 13,668 shares 13,668 $1.38M 0.02% 0 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL 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: 432 shares; 2026Q3: 3,394 shares 3,394 $1.38M 0.02% +2,962 Timeline BKLN 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: 70,664 shares; 2026Q2: 71,863 shares; 2026Q3: 66,990 shares 66,990 $1.37M 0.02% -4,873 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 1,660 shares; 2025Q2: 1,704 shares; 2025Q3: 1,962 shares; 2025Q4: 2,406 shares; 2026Q1: 6,180 shares; 2026Q2: 6,219 shares; 2026Q3: 6,282 shares 6,282 $1.37M 0.02% +63 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,377 shares; 2025Q1: 7,566 shares; 2025Q2: 7,707 shares; 2025Q3: 7,779 shares; 2025Q4: 8,447 shares; 2026Q1: 9,441 shares; 2026Q2: 10,888 shares; 2026Q3: 10,518 shares 10,518 $1.37M 0.02% -370 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,405 shares; 2025Q1: 4,610 shares; 2025Q2: 4,878 shares; 2025Q3: 4,942 shares; 2025Q4: 5,534 shares; 2026Q1: 7,783 shares; 2026Q2: 8,445 shares; 2026Q3: 11,183 shares 11,183 $1.37M 0.02% +2,738 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; 2024Q4: not reported; 2025Q1: 1,256 shares; 2025Q2: 2,209 shares; 2025Q3: 2,317 shares; 2025Q4: 2,184 shares; 2026Q1: 2,887 shares; 2026Q2: 2,903 shares; 2026Q3: 3,328 shares 3,328 $1.36M 0.02% +425 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,285 shares; 2025Q1: 1,333 shares; 2025Q2: 1,773 shares; 2025Q3: 1,824 shares; 2025Q4: 2,017 shares; 2026Q1: 3,025 shares; 2026Q2: 2,984 shares; 2026Q3: 3,302 shares 3,302 $1.36M 0.02% +318 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,910 shares; 2025Q1: 1,926 shares; 2025Q2: 1,924 shares; 2025Q3: 1,983 shares; 2025Q4: 1,986 shares; 2026Q1: 2,857 shares; 2026Q2: 2,932 shares; 2026Q3: 3,357 shares 3,357 $1.36M 0.02% +425 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; 2024Q4: 18,369 shares; 2025Q1: 18,534 shares; 2025Q2: 18,580 shares; 2025Q3: 17,934 shares; 2025Q4: 18,436 shares; 2026Q1: 24,046 shares; 2026Q2: 34,321 shares; 2026Q3: 45,299 shares 45,299 $1.35M 0.02% +10,978 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL 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: 886 shares; 2026Q2: 1,229 shares; 2026Q3: 3,230 shares 3,230 $1.34M 0.02% +2,001 Timeline SEEM 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: 51,962 shares; 2025Q4: 52,848 shares; 2026Q1: 49,511 shares; 2026Q2: 39,795 shares; 2026Q3: 34,261 shares 34,261 $1.33M 0.02% -5,534 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,017 shares; 2025Q1: 3,536 shares; 2025Q2: 3,107 shares; 2025Q3: 3,383 shares; 2025Q4: 3,409 shares; 2026Q1: 15,707 shares; 2026Q2: 15,536 shares; 2026Q3: 15,557 shares 15,557 $1.33M 0.02% +21 Timeline JPME 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: 12,413 shares; 2025Q1: 12,144 shares; 2025Q2: 12,100 shares; 2025Q3: 12,098 shares; 2025Q4: 11,905 shares; 2026Q1: 11,610 shares; 2026Q2: 11,330 shares; 2026Q3: 10,837 shares 10,837 $1.3M 0.02% -493 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,479 shares; 2025Q4: 1,479 shares; 2026Q1: 1,479 shares; 2026Q2: 1,479 shares; 2026Q3: 8,094 shares 8,094 $1.3M 0.02% +6,615 Timeline WELLS FARGO & CO WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,231 shares; 2026Q2: 1,219 shares; 2026Q3: 1,217 shares 1,217 $1.3M 0.02% -2 DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,879 shares; 2025Q1: 1,864 shares; 2025Q2: 4,234 shares; 2025Q3: 4,235 shares; 2025Q4: 5,266 shares; 2026Q1: 7,720 shares; 2026Q2: 7,000 shares; 2026Q3: 8,468 shares 8,468 $1.3M 0.02% +1,468 Timeline AVRE 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: 28,568 shares; 2025Q1: 28,066 shares; 2025Q2: 27,757 shares; 2025Q3: 27,637 shares; 2025Q4: 28,162 shares; 2026Q1: 28,189 shares; 2026Q2: 29,266 shares; 2026Q3: 29,445 shares 29,445 $1.29M 0.02% +179 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,632 shares; 2025Q1: 12,013 shares; 2025Q2: 12,194 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 42,645 shares; 2026Q2: 52,458 shares; 2026Q3: 50,897 shares 50,897 $1.29M 0.02% -1,561 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 42,485 shares; 2025Q1: 44,133 shares; 2025Q2: 43,241 shares; 2025Q3: 53,289 shares; 2025Q4: 52,827 shares; 2026Q1: 51,070 shares; 2026Q2: 51,835 shares; 2026Q3: 63,716 shares 63,716 $1.29M 0.02% +11,881 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 43,686 shares; 2025Q1: 45,331 shares; 2025Q2: 44,489 shares; 2025Q3: 54,935 shares; 2025Q4: 54,478 shares; 2026Q1: 52,648 shares; 2026Q2: 53,419 shares; 2026Q3: 65,664 shares 65,664 $1.29M 0.02% +12,245 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES 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: 3,177 shares; 2026Q2: 4,217 shares; 2026Q3: 5,475 shares 5,475 $1.28M 0.02% +1,258 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 2,830 shares; 2025Q2: 2,983 shares; 2025Q3: 3,465 shares; 2025Q4: 3,857 shares; 2026Q1: 4,664 shares; 2026Q2: 4,863 shares; 2026Q3: 6,723 shares 6,723 $1.28M 0.02% +1,860 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 1,984 shares; 2025Q2: 2,015 shares; 2025Q3: 2,963 shares; 2025Q4: 3,255 shares; 2026Q1: 3,529 shares; 2026Q2: 3,656 shares; 2026Q3: 4,668 shares 4,668 $1.27M 0.02% +1,012 Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 45,959 shares; 2025Q1: 46,714 shares; 2025Q2: 46,038 shares; 2025Q3: 57,464 shares; 2025Q4: 56,863 shares; 2026Q1: 54,987 shares; 2026Q2: 55,844 shares; 2026Q3: 68,956 shares 68,956 $1.26M 0.02% +13,112 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,231 shares; 2025Q1: 3,548 shares; 2025Q2: 3,506 shares; 2025Q3: 3,545 shares; 2025Q4: 4,707 shares; 2026Q1: 5,102 shares; 2026Q2: 5,142 shares; 2026Q3: 5,607 shares 5,607 $1.26M 0.02% +465 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,966 shares; 2025Q1: 2,973 shares; 2025Q2: 2,989 shares; 2025Q3: 3,013 shares; 2025Q4: 11,671 shares; 2026Q1: 13,376 shares; 2026Q2: 13,283 shares; 2026Q3: 13,299 shares 13,299 $1.25M 0.02% +16 Timeline IWO 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: 1,624 shares; 2026Q2: 1,667 shares; 2026Q3: 3,512 shares 3,512 $1.25M 0.02% +1,845 Timeline JPIN 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: 18,591 shares; 2025Q1: 18,327 shares; 2025Q2: 18,311 shares; 2025Q3: 18,326 shares; 2025Q4: 18,208 shares; 2026Q1: 17,663 shares; 2026Q2: 17,544 shares; 2026Q3: 16,906 shares 16,906 $1.23M 0.02% -638 Timeline DFCA 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: 10,683 shares; 2025Q1: 10,683 shares; 2025Q2: not reported; 2025Q3: 5,275 shares; 2025Q4: 7,389 shares; 2026Q1: 9,252 shares; 2026Q2: 10,579 shares; 2026Q3: 25,666 shares 25,666 $1.22M 0.02% +15,087 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 1,266 shares; 2025Q2: 1,249 shares; 2025Q3: 1,204 shares; 2025Q4: 1,217 shares; 2026Q1: 1,390 shares; 2026Q2: 1,426 shares; 2026Q3: 2,360 shares 2,360 $1.22M 0.02% +934 Timeline IYH 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: 16,179 shares; 2026Q1: 16,709 shares; 2026Q2: 16,709 shares; 2026Q3: 17,096 shares 17,096 $1.22M 0.02% +387 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,688 shares; 2025Q1: not reported; 2025Q2: 3,383 shares; 2025Q3: 9,516 shares; 2025Q4: 9,916 shares; 2026Q1: 11,124 shares; 2026Q2: 11,080 shares; 2026Q3: 9,299 shares 9,299 $1.17M 0.01% -1,781 Timeline SEIS 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: 60,958 shares; 2025Q4: 63,021 shares; 2026Q1: 61,247 shares; 2026Q2: 50,477 shares; 2026Q3: 37,129 shares 37,129 $1.16M 0.01% -13,348 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES 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: 1,447 shares; 2026Q2: 2,013 shares; 2026Q3: 2,004 shares 2,004 $1.16M 0.01% -9 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,037 shares; 2025Q3: 2,422 shares; 2025Q4: 2,799 shares; 2026Q1: 5,740 shares; 2026Q2: 5,640 shares; 2026Q3: 7,152 shares 7,152 $1.16M 0.01% +1,512 Timeline IBTK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 18,477 shares; 2025Q1: 20,822 shares; 2025Q2: 20,845 shares; 2025Q3: 20,984 shares; 2025Q4: 30,850 shares; 2026Q1: 43,414 shares; 2026Q2: 59,715 shares; 2026Q3: 60,996 shares 60,996 $1.16M 0.01% +1,281 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,682 shares; 2025Q1: 8,360 shares; 2025Q2: 8,509 shares; 2025Q3: 8,578 shares; 2025Q4: 8,453 shares; 2026Q1: 8,507 shares; 2026Q2: 8,545 shares; 2026Q3: 8,593 shares 8,593 $1.15M 0.01% +48 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES 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: 3,420 shares; 2026Q1: 3,429 shares; 2026Q2: 3,424 shares; 2026Q3: 3,433 shares 3,433 $1.14M 0.01% +9 Timeline EMLP 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: 23,298 shares; 2025Q1: 23,383 shares; 2025Q2: 23,469 shares; 2025Q3: 23,363 shares; 2025Q4: 23,287 shares; 2026Q1: 27,127 shares; 2026Q2: 27,076 shares; 2026Q3: 27,008 shares 27,008 $1.14M 0.01% -68 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 3,238 shares; 2025Q2: 3,297 shares; 2025Q3: 4,622 shares; 2025Q4: 4,700 shares; 2026Q1: 7,142 shares; 2026Q2: 7,057 shares; 2026Q3: 7,928 shares 7,928 $1.13M 0.01% +871 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,094 shares; 2025Q4: 2,280 shares; 2026Q1: 4,042 shares; 2026Q2: 5,204 shares; 2026Q3: 12,709 shares 12,709 $1.11M 0.01% +7,505 Timeline IMCB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,532 shares; 2025Q1: 11,532 shares; 2025Q2: 11,532 shares; 2025Q3: 11,532 shares; 2025Q4: 11,532 shares; 2026Q1: 11,532 shares; 2026Q2: 11,532 shares; 2026Q3: 11,532 shares 11,532 $1.11M 0.01% 0 Timeline DFA INVT DIMENSIONS GROUP IN DFA INVT DIMENSIONS GROUP IN More: the full row for DFA INVT DIMENSIONS 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: not reported; 2026Q2: not reported; 2026Q3: 13,064 shares 13,064 $1.1M 0.01% new IDEV 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: 19,219 shares; 2025Q4: 18,991 shares; 2026Q1: 18,705 shares; 2026Q2: 18,833 shares; 2026Q3: 12,338 shares 12,338 $1.1M 0.01% -6,495 Timeline DLS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,706 shares; 2025Q1: 5,706 shares; 2025Q2: 5,706 shares; 2025Q3: 5,706 shares; 2025Q4: 5,881 shares; 2026Q1: 5,881 shares; 2026Q2: 5,706 shares; 2026Q3: 12,668 shares 12,668 $1.09M 0.01% +6,962 Timeline QYLD 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: not reported; 2025Q4: not reported; 2026Q1: 83,802 shares; 2026Q2: 57,082 shares; 2026Q3: 57,783 shares 57,783 $1.08M 0.01% +701 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,826 shares; 2025Q1: 2,881 shares; 2025Q2: 3,007 shares; 2025Q3: 3,133 shares; 2025Q4: 3,199 shares; 2026Q1: 4,786 shares; 2026Q2: 4,800 shares; 2026Q3: 5,159 shares 5,159 $1.08M 0.01% +359 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 374 shares; 2025Q1: 381 shares; 2025Q2: 410 shares; 2025Q3: 491 shares; 2025Q4: 496 shares; 2026Q1: 538 shares; 2026Q2: 527 shares; 2026Q3: 596 shares 596 $1.08M 0.01% +69 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 8,871 shares 8,871 $1.06M 0.01% new Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,555 shares; 2026Q2: 1,495 shares; 2026Q3: 7,980 shares 7,980 $1.04M 0.01% +6,485 Timeline CGW 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: 16,675 shares; 2026Q1: 16,067 shares; 2026Q2: 15,336 shares; 2026Q3: 16,406 shares 16,406 $1.04M 0.01% +1,070 Timeline SMMU PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,002 shares; 2025Q4: 10,645 shares; 2026Q1: 10,347 shares; 2026Q2: 11,669 shares; 2026Q3: 20,925 shares 20,925 $1.03M 0.01% +9,256 Timeline BSCU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 36,125 shares; 2025Q1: 37,530 shares; 2025Q2: 36,060 shares; 2025Q3: 63,896 shares; 2025Q4: 63,271 shares; 2026Q1: 61,219 shares; 2026Q2: 62,194 shares; 2026Q3: 63,680 shares 63,680 $1.03M 0.01% +1,486 Timeline ROKU ROKU INC More: the full row for ROKU 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: 6,659 shares; 2026Q3: 6,752 shares 6,752 $1.03M 0.01% +93 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,623 shares; 2026Q1: 18,553 shares; 2026Q2: 22,356 shares; 2026Q3: 27,836 shares 27,836 $1.02M 0.01% +5,480 Timeline BSCW INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 51,046 shares 51,046 $1M 0.01% new 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; 2024Q4: 3,353 shares; 2025Q1: 2,258 shares; 2025Q2: 2,258 shares; 2025Q3: 2,258 shares; 2025Q4: 2,258 shares; 2026Q1: 2,572 shares; 2026Q2: 2,408 shares; 2026Q3: 9,992 shares 9,992 $1M 0.01% +7,584 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 28,494 shares; 2025Q1: 27,782 shares; 2025Q2: 25,742 shares; 2025Q3: 26,207 shares; 2025Q4: 25,742 shares; 2026Q1: 26,457 shares; 2026Q2: 26,457 shares; 2026Q3: 25,957 shares 25,957 $993K 0.01% -500 Timeline VCEB VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,931 shares; 2026Q1: 16,401 shares; 2026Q2: 16,401 shares; 2026Q3: 16,401 shares 16,401 $976K 0.01% 0 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,913 shares; 2025Q1: 9,367 shares; 2025Q2: 9,835 shares; 2025Q3: 5,838 shares; 2025Q4: 8,253 shares; 2026Q1: 12,802 shares; 2026Q2: 12,792 shares; 2026Q3: 16,286 shares 16,286 $972K 0.01% +3,494 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS 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: 2,798 shares; 2026Q1: 4,453 shares; 2026Q2: 4,630 shares; 2026Q3: 6,856 shares 6,856 $962K 0.01% +2,226 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS 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: 385 shares; 2026Q2: 488 shares; 2026Q3: 1,372 shares 1,372 $962K 0.01% +884 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,887 shares; 2025Q1: 9,152 shares; 2025Q2: 8,649 shares; 2025Q3: 8,481 shares; 2025Q4: 8,773 shares; 2026Q1: 9,495 shares; 2026Q2: 9,200 shares; 2026Q3: 9,132 shares 9,132 $952K 0.01% -68 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 543 shares; 2025Q1: 600 shares; 2025Q2: 640 shares; 2025Q3: 726 shares; 2025Q4: 744 shares; 2026Q1: 1,292 shares; 2026Q2: 1,269 shares; 2026Q3: 1,429 shares 1,429 $946K 0.01% +160 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 5,308 shares; 2025Q2: 5,376 shares; 2025Q3: 5,456 shares; 2025Q4: 5,701 shares; 2026Q1: 8,719 shares; 2026Q2: 8,618 shares; 2026Q3: 9,026 shares 9,026 $944K 0.01% +408 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; 2024Q4: not reported; 2025Q1: 1,364 shares; 2025Q2: 1,395 shares; 2025Q3: 1,459 shares; 2025Q4: 1,398 shares; 2026Q1: 2,259 shares; 2026Q2: 2,250 shares; 2026Q3: 2,184 shares 2,184 $942K 0.01% -66 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY 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: 1,451 shares; 2026Q3: 2,391 shares 2,391 $935K 0.01% +940 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA 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: 182 shares; 2026Q3: 533 shares 533 $928K 0.01% +351 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,956 shares; 2025Q1: 7,881 shares; 2025Q2: 7,778 shares; 2025Q3: 8,213 shares; 2025Q4: 8,615 shares; 2026Q1: 8,176 shares; 2026Q2: 8,243 shares; 2026Q3: 8,668 shares 8,668 $926K 0.01% +425 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 790 shares; 2025Q3: 911 shares; 2025Q4: 868 shares; 2026Q1: 1,673 shares; 2026Q2: 1,741 shares; 2026Q3: 2,758 shares 2,758 $923K 0.01% +1,017 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,623 shares; 2025Q1: 5,098 shares; 2025Q2: 5,176 shares; 2025Q3: 5,418 shares; 2025Q4: 5,507 shares; 2026Q1: 5,930 shares; 2026Q2: 6,204 shares; 2026Q3: 6,539 shares 6,539 $908K 0.01% +335 Timeline GSLC 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,498 shares; 2026Q2: not reported; 2026Q3: 5,994 shares 5,994 $886K 0.01% new Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,865 shares; 2026Q1: 12,868 shares; 2026Q2: 12,871 shares; 2026Q3: 19,906 shares 19,906 $880K 0.01% +7,035 Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR 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: 71,756 shares; 2026Q2: 73,381 shares; 2026Q3: 68,354 shares 68,354 $865K 0.01% -5,027 Timeline VSDA VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 16,393 shares; 2025Q1: 16,432 shares; 2025Q2: 16,499 shares; 2025Q3: 16,091 shares; 2025Q4: 15,928 shares; 2026Q1: 15,452 shares; 2026Q2: 15,225 shares; 2026Q3: 15,231 shares 15,231 $856K 0.01% +6 Timeline AVIG 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: 40,822 shares; 2025Q1: 40,773 shares; 2025Q2: 26,433 shares; 2025Q3: 26,063 shares; 2025Q4: 26,063 shares; 2026Q1: 28,466 shares; 2026Q2: 28,466 shares; 2026Q3: 21,694 shares 21,694 $853K 0.01% -6,772 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 600 shares; 2025Q2: 643 shares; 2025Q3: 740 shares; 2025Q4: 548 shares; 2026Q1: 1,705 shares; 2026Q2: 1,475 shares; 2026Q3: 1,757 shares 1,757 $850K 0.01% +282 Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE 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: 2,973 shares; 2026Q2: 2,793 shares; 2026Q3: 3,258 shares 3,258 $847K 0.01% +465 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,778 shares; 2025Q3: 2,866 shares; 2025Q4: 7,433 shares; 2026Q1: 7,495 shares; 2026Q2: 9,380 shares; 2026Q3: 9,866 shares 9,866 $846K 0.01% +486 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L 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: 33,689 shares; 2026Q2: 35,769 shares; 2026Q3: 34,747 shares 34,747 $837K 0.01% -1,022 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY 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: 1,657 shares; 2026Q1: 6,475 shares; 2026Q2: 7,313 shares; 2026Q3: 7,293 shares 7,293 $827K 0.01% -20 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: 21,967 shares; 2025Q1: 21,685 shares; 2025Q2: 21,685 shares; 2025Q3: 21,685 shares; 2025Q4: 21,685 shares; 2026Q1: 22,317 shares; 2026Q2: 22,051 shares; 2026Q3: 23,997 shares 23,997 $825K 0.01% +1,946 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 234 shares; 2025Q4: 231 shares; 2026Q1: 524 shares; 2026Q2: 546 shares; 2026Q3: 768 shares 768 $822K 0.01% +222 Timeline FBCG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON 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: not reported; 2026Q3: 12,579 shares 12,579 $812K 0.01% new Timeline CLDX CELLDEX THERAPEUTICS INC NEW More: the full row for CELLDEX THERAPEUTICS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 17,000 shares; 2025Q2: 17,000 shares; 2025Q3: 17,024 shares; 2025Q4: 17,024 shares; 2026Q1: 17,024 shares; 2026Q2: 26,658 shares; 2026Q3: 26,658 shares 26,658 $811K 0.01% 0 Timeline SPYD 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: not reported; 2025Q3: 6,476 shares; 2025Q4: 6,474 shares; 2026Q1: 20,525 shares; 2026Q2: 18,122 shares; 2026Q3: 17,939 shares 17,939 $811K 0.01% -183 Timeline AVSF 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: 8,829 shares; 2025Q1: 8,829 shares; 2025Q2: 8,829 shares; 2025Q3: 8,829 shares; 2025Q4: 8,838 shares; 2026Q1: 8,838 shares; 2026Q2: 8,838 shares; 2026Q3: 17,702 shares 17,702 $807K 0.01% +8,864 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS 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: 7,545 shares; 2026Q2: 7,328 shares; 2026Q3: 7,345 shares 7,345 $804K 0.01% +17 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: not reported; 2025Q1: not reported; 2025Q2: 4,172 shares; 2025Q3: 11,176 shares; 2025Q4: 12,759 shares; 2026Q1: 15,551 shares; 2026Q2: 16,635 shares; 2026Q3: 16,876 shares 16,876 $797K 0.01% +241 Timeline APA APA CORPORATION More: the full row for APA CORPORATION 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: 17,519 shares; 2026Q2: 17,489 shares; 2026Q3: 17,896 shares 17,896 $784K 0.01% +407 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; 2024Q4: 2,142 shares; 2025Q1: 2,172 shares; 2025Q2: 2,261 shares; 2025Q3: 2,537 shares; 2025Q4: 2,329 shares; 2026Q1: 2,996 shares; 2026Q2: 2,912 shares; 2026Q3: 3,560 shares 3,560 $778K 0.01% +648 Timeline BSCV INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 48,234 shares; 2025Q4: 48,642 shares; 2026Q1: 46,587 shares; 2026Q2: 47,485 shares; 2026Q3: 49,020 shares 49,020 $777K 0.01% +1,535 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT 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: 4,985 shares; 2025Q4: 6,094 shares; 2026Q1: 11,474 shares; 2026Q2: 11,528 shares; 2026Q3: 11,904 shares 11,904 $776K 0.01% +376 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN 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: 1,731 shares; 2026Q2: 2,065 shares; 2026Q3: 2,437 shares 2,437 $763K 0.01% +372 Timeline IEF 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: 8,514 shares; 2026Q2: 8,514 shares; 2026Q3: 8,554 shares 8,554 $762K 0.01% +40 Timeline VLUE 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: 3,760 shares; 2026Q1: 3,762 shares; 2026Q2: 3,787 shares; 2026Q3: 3,770 shares 3,770 $758K 0.01% -17 Timeline RPV 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 6,488 shares 6,488 $753K 0.01% new Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE 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: 1,382 shares; 2026Q2: 1,409 shares; 2026Q3: 1,681 shares 1,681 $743K 0.01% +272 Timeline KLAC KLA CORP More: the full row for KLA 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: 240 shares; 2026Q1: 336 shares; 2026Q2: 3,952 shares; 2026Q3: 3,775 shares 3,775 $743K 0.01% -177 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,065 shares; 2025Q4: 3,485 shares; 2026Q1: 3,801 shares; 2026Q2: 4,310 shares; 2026Q3: 4,543 shares 4,543 $742K 0.01% +233 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW 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: 5,367 shares 5,367 $740K 0.01% new Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,203 shares; 2025Q1: 1,203 shares; 2025Q2: 1,762 shares; 2025Q3: 1,762 shares; 2025Q4: 1,765 shares; 2026Q1: 2,504 shares; 2026Q2: 2,403 shares; 2026Q3: 2,403 shares 2,403 $729K 0.01% 0 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,655 shares; 2025Q1: 2,680 shares; 2025Q2: 3,216 shares; 2025Q3: not reported; 2025Q4: 6,554 shares; 2026Q1: 10,261 shares; 2026Q2: 11,241 shares; 2026Q3: 11,485 shares 11,485 $728K 0.01% +244 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 2,403 shares; 2025Q2: 2,444 shares; 2025Q3: 2,822 shares; 2025Q4: 2,802 shares; 2026Q1: 5,139 shares; 2026Q2: 5,173 shares; 2026Q3: 5,707 shares 5,707 $726K 0.01% +534 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 701 shares; 2025Q1: 1,139 shares; 2025Q2: 1,149 shares; 2025Q3: 1,549 shares; 2025Q4: 1,519 shares; 2026Q1: 2,107 shares; 2026Q2: 2,433 shares; 2026Q3: 3,111 shares 3,111 $724K 0.01% +678 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 3,838 shares; 2025Q2: 3,957 shares; 2025Q3: 4,976 shares; 2025Q4: 4,946 shares; 2026Q1: 6,823 shares; 2026Q2: 6,940 shares; 2026Q3: 8,209 shares 8,209 $722K 0.01% +1,269 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE 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: 384 shares 384 $719K 0.01% new Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES 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: 3,573 shares; 2026Q2: 3,568 shares; 2026Q3: 3,312 shares 3,312 $712K 0.01% -256 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: 2,851 shares; 2025Q3: 5,833 shares; 2025Q4: 5,834 shares; 2026Q1: 5,301 shares; 2026Q2: 5,358 shares; 2026Q3: 6,544 shares 6,544 $712K 0.01% +1,186 Timeline USHY 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: 17,644 shares; 2026Q1: 14,984 shares; 2026Q2: 14,987 shares; 2026Q3: 19,507 shares 19,507 $696K 0.01% +4,520 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS 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: 379 shares; 2026Q2: 555 shares; 2026Q3: 625 shares 625 $694K 0.01% +70 Timeline ICLN 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: 39,096 shares; 2026Q1: 40,037 shares; 2026Q2: 41,428 shares; 2026Q3: 39,708 shares 39,708 $687K 0.01% -1,720 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,465 shares; 2025Q1: not reported; 2025Q2: 1,477 shares; 2025Q3: 1,544 shares; 2025Q4: 1,525 shares; 2026Q1: 1,719 shares; 2026Q2: 1,749 shares; 2026Q3: 2,165 shares 2,165 $682K 0.01% +416 Timeline AVA AVISTA CORP More: the full row for AVISTA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 19,278 shares; 2025Q1: 19,278 shares; 2025Q2: 19,285 shares; 2025Q3: 19,299 shares; 2025Q4: 19,176 shares; 2026Q1: 19,194 shares; 2026Q2: 19,181 shares; 2026Q3: 19,324 shares 19,324 $681K 0.01% +143 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 9,794 shares; 2025Q2: 9,898 shares; 2025Q3: 10,179 shares; 2025Q4: 10,175 shares; 2026Q1: 11,196 shares; 2026Q2: 11,295 shares; 2026Q3: 11,421 shares 11,421 $677K 0.01% +126 Timeline RS RELIANCE INC More: the full row for RELIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,687 shares; 2026Q3: 1,706 shares 1,706 $676K 0.01% +19 Timeline RSP 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,744 shares; 2026Q1: 2,745 shares; 2026Q2: 2,313 shares; 2026Q3: 3,176 shares 3,176 $669K 0.01% +863 Timeline DFA INVT DIMENSIONS GROUP IN DFA INVT DIMENSIONS GROUP IN More: the full row for DFA INVT DIMENSIONS 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: not reported; 2026Q2: not reported; 2026Q3: 9,824 shares 9,824 $668K 0.01% new TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,207 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 834 shares; 2025Q4: 882 shares; 2026Q1: 1,340 shares; 2026Q2: 1,407 shares; 2026Q3: 1,837 shares 1,837 $663K 0.01% +430 Timeline FTNT FORTINET INC More: the full row for FORTINET 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: 2,435 shares; 2026Q3: 3,486 shares 3,486 $660K 0.01% +1,051 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,966 shares; 2025Q1: 2,976 shares; 2025Q2: 3,338 shares; 2025Q3: 3,464 shares; 2025Q4: 3,599 shares; 2026Q1: 4,192 shares; 2026Q2: 4,000 shares; 2026Q3: 4,028 shares 4,028 $656K 0.01% +28 Timeline UGI UGI CORP NEW More: the full row for UGI CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 17,282 shares; 2025Q2: 17,425 shares; 2025Q3: 17,608 shares; 2025Q4: 17,612 shares; 2026Q1: 17,222 shares; 2026Q2: 17,380 shares; 2026Q3: 17,478 shares 17,478 $641K 0.01% +98 Timeline BUFP PGIM ROCK ETF TR More: the full row for PGIM ROCK ETF 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: not reported; 2026Q2: not reported; 2026Q3: 19,244 shares 19,244 $639K 0.01% new Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,208 shares; 2025Q3: not reported; 2025Q4: 6,762 shares; 2026Q1: 9,279 shares; 2026Q2: 9,512 shares; 2026Q3: 11,559 shares 11,559 $636K 0.01% +2,047 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL 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: 7,050 shares; 2026Q2: 10,993 shares; 2026Q3: 15,127 shares 15,127 $630K 0.01% +4,134 Timeline STN STANTEC INC More: the full row for STANTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,328 shares; 2025Q1: 9,327 shares; 2025Q2: 9,332 shares; 2025Q3: 9,350 shares; 2025Q4: 9,337 shares; 2026Q1: 9,337 shares; 2026Q2: 9,357 shares; 2026Q3: 9,401 shares 9,401 $627K 0.01% +44 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 12,665 shares 12,665 $624K 0.01% new Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,316 shares; 2026Q3: 2,879 shares 2,879 $621K 0.01% +1,563 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,020 shares; 2026Q1: 4,177 shares; 2026Q2: 4,080 shares; 2026Q3: 4,133 shares 4,133 $621K 0.01% +53 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 305 shares; 2025Q2: 316 shares; 2025Q3: 339 shares; 2025Q4: 345 shares; 2026Q1: 592 shares; 2026Q2: 612 shares; 2026Q3: 680 shares 680 $619K 0.01% +68 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: 22,558 shares; 2025Q1: 22,566 shares; 2025Q2: 22,702 shares; 2025Q3: 22,408 shares; 2025Q4: 13,142 shares; 2026Q1: 12,387 shares; 2026Q2: 11,910 shares; 2026Q3: 11,612 shares 11,612 $619K 0.01% -298 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,534 shares; 2025Q1: 13,783 shares; 2025Q2: 13,709 shares; 2025Q3: 15,131 shares; 2025Q4: 14,958 shares; 2026Q1: 29,311 shares; 2026Q2: 28,462 shares; 2026Q3: 29,160 shares 29,160 $611K 0.01% +698 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,028 shares; 2025Q1: 1,321 shares; 2025Q2: 1,333 shares; 2025Q3: 1,743 shares; 2025Q4: 1,699 shares; 2026Q1: 2,813 shares; 2026Q2: 2,733 shares; 2026Q3: 3,331 shares 3,331 $605K 0.01% +598 Timeline JAVA 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,360 shares; 2026Q2: 7,360 shares; 2026Q3: 7,360 shares 7,360 $594K 0.01% 0 Timeline HPQ HP INC More: the full row for HP 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: 13,259 shares; 2026Q1: 15,366 shares; 2026Q2: 15,633 shares; 2026Q3: 18,284 shares 18,284 $589K 0.01% +2,651 Timeline NUE NUCOR CORP More: the full row for NUCOR 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: 2,261 shares; 2026Q3: 2,382 shares 2,382 $587K 0.01% +121 Timeline VGSR MANAGER DIRECTED PORTFOLIOS More: the full row for MANAGER DIRECTED PORTFOLIOS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,402 shares; 2025Q1: 19,246 shares; 2025Q2: 24,990 shares; 2025Q3: 30,737 shares; 2025Q4: 34,563 shares; 2026Q1: 35,446 shares; 2026Q2: 35,446 shares; 2026Q3: 55,326 shares 55,326 $581K 0.01% +19,880 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 931 shares; 2025Q2: 934 shares; 2025Q3: 1,028 shares; 2025Q4: 1,404 shares; 2026Q1: 2,072 shares; 2026Q2: 2,086 shares; 2026Q3: 2,080 shares 2,080 $579K 0.01% -6 Timeline HDV 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: 3,801 shares; 2026Q2: 18,960 shares; 2026Q3: 20,373 shares 20,373 $576K 0.01% +1,413 Timeline DGRO 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: 4,334 shares; 2025Q4: 4,334 shares; 2026Q1: 5,520 shares; 2026Q2: 6,516 shares; 2026Q3: 7,531 shares 7,531 $575K 0.01% +1,015 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 1,322 shares; 2025Q2: 1,337 shares; 2025Q3: 1,428 shares; 2025Q4: 1,538 shares; 2026Q1: 1,749 shares; 2026Q2: 1,801 shares; 2026Q3: 1,901 shares 1,901 $570K 0.01% +100 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 6,413 shares; 2025Q2: 6,648 shares; 2025Q3: 6,413 shares; 2025Q4: 4,922 shares; 2026Q1: 6,832 shares; 2026Q2: 6,432 shares; 2026Q3: 6,660 shares 6,660 $569K 0.01% +228 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS 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: 603 shares; 2026Q3: 1,125 shares 1,125 $569K 0.01% +522 Timeline RWO 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: 32,845 shares; 2025Q2: 23,738 shares; 2025Q3: 17,344 shares; 2025Q4: 15,557 shares; 2026Q1: 14,394 shares; 2026Q2: 13,794 shares; 2026Q3: 12,437 shares 12,437 $569K 0.01% -1,357 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,298 shares; 2026Q1: 7,989 shares; 2026Q2: 8,211 shares; 2026Q3: 10,632 shares 10,632 $568K 0.01% +2,421 Timeline JMST 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: 15,995 shares; 2025Q1: 16,153 shares; 2025Q2: 16,275 shares; 2025Q3: 16,389 shares; 2025Q4: 16,461 shares; 2026Q1: 11,077 shares; 2026Q2: 11,150 shares; 2026Q3: 11,220 shares 11,220 $567K 0.01% +70 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL 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: 2,573 shares; 2026Q3: 2,714 shares 2,714 $565K 0.01% +141 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF 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: 8,681 shares; 2026Q2: 8,681 shares; 2026Q3: 8,756 shares 8,756 $564K 0.01% +75 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,537 shares; 2025Q4: 2,546 shares; 2026Q1: 4,044 shares; 2026Q2: 4,154 shares; 2026Q3: 4,916 shares 4,916 $554K 0.01% +762 Timeline GSSC 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; 2024Q4: 3,538 shares; 2025Q1: 3,544 shares; 2025Q2: 3,549 shares; 2025Q3: 3,516 shares; 2025Q4: 3,517 shares; 2026Q1: 3,518 shares; 2026Q2: 3,453 shares; 2026Q3: 6,410 shares 6,410 $550K 0.01% +2,957 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 763 shares; 2025Q4: 1,023 shares; 2026Q1: 1,228 shares; 2026Q2: 1,290 shares; 2026Q3: 1,966 shares 1,966 $547K 0.01% +676 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 2,985 shares; 2025Q2: 3,456 shares; 2025Q3: 3,491 shares; 2025Q4: 3,495 shares; 2026Q1: 4,016 shares; 2026Q2: 4,030 shares; 2026Q3: 4,065 shares 4,065 $543K 0.01% +35 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,703 shares; 2025Q3: 8,703 shares; 2025Q4: 9,113 shares; 2026Q1: 10,351 shares; 2026Q2: 10,376 shares; 2026Q3: 10,016 shares 10,016 $539K 0.01% -360 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,121 shares; 2026Q1: 3,656 shares; 2026Q2: 3,396 shares; 2026Q3: 3,653 shares 3,653 $538K 0.01% +257 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,087 shares; 2025Q1: 2,430 shares; 2025Q2: 2,425 shares; 2025Q3: 2,338 shares; 2025Q4: 2,341 shares; 2026Q1: 2,443 shares; 2026Q2: 2,479 shares; 2026Q3: 2,663 shares 2,663 $537K 0.01% +184 Timeline TGT TARGET CORP More: the full row for TARGET 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: 5,264 shares; 2026Q2: 3,050 shares; 2026Q3: 3,535 shares 3,535 $533K 0.01% +485 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 645 shares; 2026Q1: 1,104 shares; 2026Q2: 5,518 shares; 2026Q3: 5,563 shares 5,563 $528K 0.01% +45 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,045 shares; 2025Q1: 4,282 shares; 2025Q2: 4,405 shares; 2025Q3: 4,868 shares; 2025Q4: 4,900 shares; 2026Q1: 5,854 shares; 2026Q2: 5,988 shares; 2026Q3: 7,332 shares 7,332 $524K 0.01% +1,344 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,527 shares; 2025Q1: 5,589 shares; 2025Q2: 6,109 shares; 2025Q3: 6,786 shares; 2025Q4: 7,019 shares; 2026Q1: 7,410 shares; 2026Q2: 7,124 shares; 2026Q3: 8,979 shares 8,979 $523K 0.01% +1,855 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 5,547 shares 5,547 $520K 0.01% new Timeline