SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 380,566 shares; 2024Q4: 1,161,218 shares; 2025Q1: 1,155,407 shares; 2025Q2: 1,151,806 shares; 2025Q3: 1,145,554 shares; 2025Q4: 1,233,008 shares; 2026Q1: 1,569,703 shares; 2026Q2: 1,562,090 shares 1,562,090 $46M 12.91% -7,613 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 517,665 shares; 2024Q4: 528,668 shares; 2025Q1: 533,898 shares; 2025Q2: 536,395 shares; 2025Q3: 533,262 shares; 2025Q4: 581,472 shares; 2026Q1: 585,365 shares; 2026Q2: 565,306 shares 565,306 $45.8M 12.87% -20,059 Timeline FDV FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,072,643 shares; 2024Q4: 1,110,399 shares; 2025Q1: 1,120,236 shares; 2025Q2: 1,127,603 shares; 2025Q3: 1,131,697 shares; 2025Q4: 1,316,195 shares; 2026Q1: 1,306,439 shares; 2026Q2: 1,295,622 shares 1,295,622 $40.7M 11.42% -10,817 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 611,494 shares; 2026Q1: 684,610 shares; 2026Q2: 682,811 shares 682,811 $36.3M 10.2% -1,799 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; 2024Q3: 356,194 shares; 2024Q4: 373,958 shares; 2025Q1: 375,005 shares; 2025Q2: 375,674 shares; 2025Q3: 369,725 shares; 2025Q4: 372,983 shares; 2026Q1: 382,968 shares; 2026Q2: 377,222 shares 377,222 $30.5M 8.56% -5,746 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 295,027 shares; 2024Q4: 608,112 shares; 2025Q1: 615,272 shares; 2025Q2: 620,787 shares; 2025Q3: 617,415 shares; 2025Q4: 700,423 shares; 2026Q1: 710,716 shares; 2026Q2: 703,738 shares 703,738 $25.4M 7.14% -6,978 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 182,588 shares; 2024Q4: 391,638 shares; 2025Q1: 397,345 shares; 2025Q2: 398,994 shares; 2025Q3: 396,331 shares; 2025Q4: 686,216 shares; 2026Q1: 717,988 shares; 2026Q2: 740,599 shares 740,599 $20.5M 5.76% +22,611 Timeline CRDT SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 610,780 shares; 2025Q3: 614,990 shares; 2025Q4: 635,914 shares; 2026Q1: 639,001 shares; 2026Q2: 640,984 shares 640,984 $15.1M 4.23% +1,983 Timeline REZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 86,931 shares; 2024Q4: 89,091 shares; 2025Q1: 94,199 shares; 2025Q2: 94,756 shares; 2025Q3: 94,848 shares; 2025Q4: 104,988 shares; 2026Q1: 119,648 shares; 2026Q2: 120,288 shares 120,288 $11.4M 3.2% +640 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; 2024Q3: 175,111 shares; 2024Q4: 395,769 shares; 2025Q1: 329,602 shares; 2025Q2: 213,034 shares; 2025Q3: 210,308 shares; 2025Q4: 171,372 shares; 2026Q1: 168,970 shares; 2026Q2: 127,010 shares 127,010 $6.42M 1.8% -41,960 Timeline CSRE COHEN & STEERS ETF TRUST More: the full row for COHEN & STEERS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 85,654 shares; 2026Q1: 193,523 shares; 2026Q2: 209,272 shares 209,272 $5.94M 1.67% +15,749 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61,302 shares; 2024Q4: 42,387 shares; 2025Q1: 42,287 shares; 2025Q2: 41,774 shares; 2025Q3: 41,009 shares; 2025Q4: 38,695 shares; 2026Q1: 39,761 shares; 2026Q2: 38,311 shares 38,311 $5.24M 1.47% -1,450 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 137,147 shares; 2026Q2: 144,683 shares 144,683 $3.75M 1.05% +7,536 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,311 shares; 2024Q4: 5,282 shares; 2025Q1: 5,282 shares; 2025Q2: 5,254 shares; 2025Q3: 5,254 shares; 2025Q4: 5,180 shares; 2026Q1: 9,549 shares; 2026Q2: 9,511 shares 9,511 $3.55M 1% -38 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,244 shares; 2024Q4: 17,155 shares; 2025Q1: 16,986 shares; 2025Q2: 2,095 shares; 2025Q3: 2,065 shares; 2025Q4: 2,176 shares; 2026Q1: 4,582 shares; 2026Q2: 4,424 shares 4,424 $3.3M 0.93% -158 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; 2024Q3: 21,705 shares; 2024Q4: 22,243 shares; 2025Q1: 21,881 shares; 2025Q2: 21,942 shares; 2025Q3: 21,809 shares; 2025Q4: 21,667 shares; 2026Q1: 22,144 shares; 2026Q2: 22,115 shares 22,115 $3.14M 0.88% -29 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 31,997 shares 31,997 $3.09M 0.87% new Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,785 shares; 2024Q4: 7,466 shares; 2025Q1: 7,446 shares; 2025Q2: 7,181 shares; 2025Q3: 7,181 shares; 2025Q4: 7,177 shares; 2026Q1: 10,694 shares; 2026Q2: 10,621 shares 10,621 $3.07M 0.86% -73 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,304 shares; 2024Q4: not reported; 2025Q1: 16,870 shares; 2025Q2: 12,656 shares; 2025Q3: 12,727 shares; 2025Q4: 416 shares; 2026Q1: 3,094 shares; 2026Q2: 3,256 shares 3,256 $2.4M 0.67% +162 Timeline BUFD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 66,673 shares; 2026Q1: 67,248 shares; 2026Q2: 68,671 shares 68,671 $2.04M 0.57% +1,423 Timeline RSEE COLLABORATIVE INVESTMNT SER More: the full row for COLLABORATIVE INVESTMNT SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,133 shares; 2024Q4: 21,115 shares; 2025Q1: 21,352 shares; 2025Q2: 21,922 shares; 2025Q3: 21,602 shares; 2025Q4: 48,772 shares; 2026Q1: 48,795 shares; 2026Q2: 49,399 shares 49,399 $1.95M 0.55% +604 Timeline OSEA HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,095 shares; 2024Q4: 35,003 shares; 2025Q1: 35,369 shares; 2025Q2: 39,593 shares; 2025Q3: 39,610 shares; 2025Q4: 50,002 shares; 2026Q1: 54,151 shares; 2026Q2: 57,596 shares 57,596 $1.76M 0.49% +3,445 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 17,915 shares 17,915 $1.64M 0.46% new Timeline KHPI MANAGED PORTFOLIO SER More: the full row for MANAGED PORTFOLIO SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 55,367 shares; 2026Q1: 56,346 shares; 2026Q2: 57,629 shares 57,629 $1.49M 0.42% +1,283 Timeline PSFF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 41,366 shares; 2026Q1: 41,859 shares; 2026Q2: 42,714 shares 42,714 $1.47M 0.41% +855 Timeline GPIX GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,014 shares; 2026Q1: 25,401 shares; 2026Q2: 25,724 shares 25,724 $1.43M 0.4% +323 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; 2024Q3: 10,651 shares; 2024Q4: 10,282 shares; 2025Q1: 10,318 shares; 2025Q2: 10,331 shares; 2025Q3: 10,256 shares; 2025Q4: 23,583 shares; 2026Q1: 23,568 shares; 2026Q2: 23,653 shares 23,653 $1.34M 0.38% +85 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,341 shares; 2026Q2: 15,151 shares 15,151 $1.3M 0.36% +3,810 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,815 shares; 2024Q4: 16,815 shares; 2025Q1: 16,815 shares; 2025Q2: 16,815 shares; 2025Q3: 16,815 shares; 2025Q4: 16,815 shares; 2026Q1: 16,815 shares; 2026Q2: 16,815 shares 16,815 $1.29M 0.36% 0 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,481 shares; 2026Q2: 4,577 shares 4,577 $1.16M 0.33% +96 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,373 shares; 2026Q2: 4,547 shares 4,547 $1.14M 0.32% +174 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,363 shares; 2024Q4: 1,520 shares; 2025Q1: 1,520 shares; 2025Q2: 1,520 shares; 2025Q3: 1,520 shares; 2025Q4: 1,520 shares; 2026Q1: 3,304 shares; 2026Q2: 3,430 shares 3,430 $1.12M 0.32% +126 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,392 shares; 2026Q2: 1,388 shares 1,388 $954K 0.27% -4 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 87,329 shares; 2025Q3: 87,859 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,689 shares 10,689 $939K 0.26% new Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,685 shares; 2024Q4: 12,685 shares; 2025Q1: 12,685 shares; 2025Q2: 158,291 shares; 2025Q3: 159,091 shares; 2025Q4: 16,155 shares; 2026Q1: 16,028 shares; 2026Q2: 13,174 shares 13,174 $901K 0.25% -2,854 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,603 shares; 2024Q4: 9,886 shares; 2025Q1: 10,098 shares; 2025Q2: 10,376 shares; 2025Q3: 10,194 shares; 2025Q4: 8,362 shares; 2026Q1: 8,363 shares; 2026Q2: 8,304 shares 8,304 $863K 0.24% -59 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 956 shares 956 $716K 0.2% new Timeline BBUS J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,170 shares; 2026Q2: 5,280 shares 5,280 $711K 0.2% -890 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,066 shares; 2026Q2: 4,232 shares 4,232 $701K 0.2% +166 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,017 shares; 2026Q2: 4,017 shares 4,017 $650K 0.18% 0 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,876 shares 13,876 $631K 0.18% new Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,567 shares 6,567 $621K 0.17% new Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,523 shares; 2024Q4: 10,481 shares; 2025Q1: 10,526 shares; 2025Q2: 10,903 shares; 2025Q3: 11,016 shares; 2025Q4: 11,136 shares; 2026Q1: 13,503 shares; 2026Q2: 17,309 shares 17,309 $586K 0.16% +3,806 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,000 shares; 2024Q4: 655 shares; 2025Q1: 655 shares; 2025Q2: 655 shares; 2025Q3: 655 shares; 2025Q4: 655 shares; 2026Q1: 1,161 shares; 2026Q2: 1,096 shares 1,096 $563K 0.16% -65 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,478 shares; 2026Q2: 1,478 shares 1,478 $558K 0.16% 0 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,471 shares; 2026Q2: 4,682 shares 4,682 $530K 0.15% +211 Timeline FLJP FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,115 shares 13,115 $521K 0.15% new Timeline HGER HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 17,363 shares 17,363 $509K 0.14% new Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,280 shares; 2026Q2: 3,372 shares 3,372 $494K 0.14% +92 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,729 shares; 2026Q2: 1,729 shares 1,729 $486K 0.14% 0 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,914 shares; 2024Q4: 2,914 shares; 2025Q1: 2,914 shares; 2025Q2: 2,914 shares; 2025Q3: 2,914 shares; 2025Q4: 2,914 shares; 2026Q1: 3,377 shares; 2026Q2: 3,582 shares 3,582 $465K 0.13% +205 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 927 shares; 2026Q2: 925 shares 925 $442K 0.12% -2 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 89,429 shares; 2024Q4: 89,835 shares; 2025Q1: 89,588 shares; 2025Q2: 66,262 shares; 2025Q3: 66,440 shares; 2025Q4: 3,279 shares; 2026Q1: 3,335 shares; 2026Q2: 3,103 shares 3,103 $427K 0.12% -232 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,065 shares; 2026Q2: 3,495 shares 3,495 $411K 0.12% +430 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,224 shares; 2026Q2: 1,206 shares 1,206 $408K 0.11% -18 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,474 shares; 2026Q2: 4,414 shares 4,414 $401K 0.11% -60 Timeline CLOI VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,039 shares; 2025Q3: not reported; 2025Q4: 3,999 shares; 2026Q1: 4,780 shares; 2026Q2: 7,434 shares 7,434 $394K 0.11% +2,654 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,310 shares; 2024Q4: 9,810 shares; 2025Q1: 9,810 shares; 2025Q2: 9,810 shares; 2025Q3: 9,810 shares; 2025Q4: 9,810 shares; 2026Q1: 9,810 shares; 2026Q2: 9,810 shares 9,810 $362K 0.1% 0 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,200 shares; 2026Q2: 1,275 shares 1,275 $345K 0.1% +75 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,494 shares; 2026Q2: 7,401 shares 7,401 $340K 0.1% -1,093 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,096 shares 2,096 $329K 0.09% new Timeline JGLO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,349 shares; 2026Q2: 4,588 shares 4,588 $327K 0.09% -761 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,841 shares; 2026Q2: 8,841 shares 8,841 $325K 0.09% 0 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,032 shares 4,032 $320K 0.09% new Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,605 shares; 2026Q1: 11,605 shares; 2026Q2: 11,605 shares 11,605 $317K 0.09% 0 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,153 shares; 2026Q2: 1,797 shares 1,797 $317K 0.09% -356 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 700 shares 700 $302K 0.08% 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; 2024Q3: 6,598 shares; 2024Q4: 6,546 shares; 2025Q1: 4,969 shares; 2025Q2: 4,969 shares; 2025Q3: 4,875 shares; 2025Q4: 2,913 shares; 2026Q1: 2,913 shares; 2026Q2: 2,913 shares 2,913 $294K 0.08% 0 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 832 shares; 2026Q2: 832 shares 832 $293K 0.08% 0 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,999 shares; 2026Q2: 5,999 shares 5,999 $291K 0.08% 0 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 800 shares; 2024Q4: 800 shares; 2025Q1: 800 shares; 2025Q2: 800 shares; 2025Q3: 800 shares; 2025Q4: 800 shares; 2026Q1: 800 shares; 2026Q2: 800 shares 800 $290K 0.08% 0 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 103,990 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 78,705 shares; 2025Q3: 79,135 shares; 2025Q4: not reported; 2026Q1: 3,234 shares; 2026Q2: 2,671 shares 2,671 $277K 0.08% -563 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,751 shares; 2026Q1: 7,350 shares; 2026Q2: 7,350 shares 7,350 $276K 0.08% 0 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,384 shares; 2026Q1: 4,847 shares; 2026Q2: 5,202 shares 5,202 $272K 0.08% +355 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,871 shares; 2026Q2: 3,286 shares 3,286 $271K 0.08% -585 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,285 shares; 2026Q2: 3,285 shares 3,285 $256K 0.07% 0 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,066 shares; 2024Q4: 27,066 shares; 2025Q1: 5,195 shares; 2025Q2: 5,195 shares; 2025Q3: 4,696 shares; 2025Q4: 4,696 shares; 2026Q1: 4,280 shares; 2026Q2: 4,280 shares 4,280 $256K 0.07% 0 Timeline EZM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,300 shares; 2026Q2: 3,300 shares 3,300 $250K 0.07% 0 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 937 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,084 shares; 2026Q2: 1,030 shares 1,030 $245K 0.07% -54 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,225 shares; 2025Q1: not reported; 2025Q2: 1,146 shares; 2025Q3: 1,039 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 694 shares 694 $245K 0.07% new Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,384 shares; 2026Q2: 2,384 shares 2,384 $244K 0.07% 0 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 888 shares; 2026Q2: 873 shares 873 $237K 0.07% -15 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 635 shares 635 $237K 0.07% new Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 624 shares; 2026Q2: 544 shares 544 $232K 0.07% -80 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,507 shares; 2026Q2: 1,507 shares 1,507 $228K 0.06% 0 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 950 shares; 2026Q2: 1,034 shares 1,034 $228K 0.06% +84 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,990 shares; 2026Q2: 6,990 shares 6,990 $222K 0.06% 0 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,851 shares; 2026Q1: 9,851 shares; 2026Q2: 9,851 shares 9,851 $220K 0.06% 0 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,093 shares 1,093 $219K 0.06% new Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,134 shares 2,134 $218K 0.06% new Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,496 shares; 2026Q2: 1,593 shares 1,593 $216K 0.06% +97 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,033 shares; 2024Q4: 44,265 shares; 2025Q1: 1,476 shares; 2025Q2: 1,117 shares; 2025Q3: 1,033 shares; 2025Q4: not reported; 2026Q1: 1,027 shares; 2026Q2: 943 shares 943 $214K 0.06% -84 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 419 shares; 2026Q2: 410 shares 410 $213K 0.06% -9 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,500 shares 1,500 $209K 0.06% new Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 419 shares 419 $206K 0.06% new Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 678 shares 678 $204K 0.06% new Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,321 shares; 2026Q2: 2,291 shares 2,291 $201K 0.06% -30 Timeline