XMMO 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; 2022Q3: restricted; 2022Q4: 94,811 shares; 2023Q1: 96,364 shares; 2023Q2: 96,070 shares; 2023Q3: 97,804 shares; 2023Q4: 100,642 shares; 2024Q1: 100,919 shares; 2024Q2: 104,205 shares 104,205 $11.9M 6.8% +3,286 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 35,857 shares; 2023Q1: 41,117 shares; 2023Q2: 41,545 shares; 2023Q3: 42,526 shares; 2023Q4: 44,710 shares; 2024Q1: 46,865 shares; 2024Q2: 50,094 shares 50,094 $10.7M 6.15% +3,229 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; 2022Q3: restricted; 2022Q4: 164,258 shares; 2023Q1: 171,587 shares; 2023Q2: 182,776 shares; 2023Q3: 212,850 shares; 2023Q4: 217,113 shares; 2024Q1: 226,013 shares; 2024Q2: 279,224 shares 279,224 $9.78M 5.6% +53,211 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 4,947 shares; 2023Q1: 6,145 shares; 2023Q2: 29,243 shares; 2023Q3: 41,602 shares; 2023Q4: 74,425 shares; 2024Q1: 131,336 shares; 2024Q2: 164,353 shares 164,353 $8.96M 5.12% +33,017 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; 2022Q3: restricted; 2022Q4: 16,440 shares; 2023Q1: 36,385 shares; 2023Q2: 86,110 shares; 2023Q3: 90,584 shares; 2023Q4: 97,428 shares; 2024Q1: 102,600 shares; 2024Q2: 101,024 shares 101,024 $8.75M 5.01% -1,576 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; 2022Q3: restricted; 2022Q4: 19,478 shares; 2023Q1: 23,131 shares; 2023Q2: 26,815 shares; 2023Q3: 39,848 shares; 2023Q4: 65,561 shares; 2024Q1: 92,440 shares; 2024Q2: 127,229 shares 127,229 $8.52M 4.88% +34,789 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 104,068 shares; 2023Q1: 100,710 shares; 2023Q2: 100,649 shares; 2023Q3: 100,273 shares; 2023Q4: 100,331 shares; 2024Q1: 99,467 shares; 2024Q2: 98,645 shares 98,645 $8.03M 4.59% -822 Timeline XSVM 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; 2022Q3: restricted; 2022Q4: 86,266 shares; 2023Q1: 84,623 shares; 2023Q2: 112,610 shares; 2023Q3: 116,040 shares; 2023Q4: 118,137 shares; 2024Q1: 121,666 shares; 2024Q2: 124,973 shares 124,973 $6.55M 3.75% +3,307 Timeline IHDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 142,532 shares; 2023Q1: 136,772 shares; 2023Q2: 133,510 shares; 2023Q3: 133,613 shares; 2023Q4: 130,845 shares; 2024Q1: 133,525 shares; 2024Q2: 132,237 shares 132,237 $6.03M 3.45% -1,288 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 96,421 shares; 2023Q1: 96,037 shares; 2023Q2: 96,487 shares; 2023Q3: 96,966 shares; 2023Q4: 97,375 shares; 2024Q1: 94,880 shares; 2024Q2: 93,438 shares 93,438 $5.38M 3.08% -1,442 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; 2022Q3: restricted; 2022Q4: 25,975 shares; 2023Q1: 26,006 shares; 2023Q2: 26,360 shares; 2023Q3: 26,561 shares; 2023Q4: 26,751 shares; 2024Q1: 27,106 shares; 2024Q2: 27,077 shares 27,077 $4.94M 2.83% -29 Timeline HFXI NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 2,847 shares; 2023Q4: 11,612 shares; 2024Q1: 81,717 shares; 2024Q2: 182,477 shares 182,477 $4.87M 2.79% +100,760 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; 2022Q3: restricted; 2022Q4: 63,021 shares; 2023Q1: 66,676 shares; 2023Q2: 68,447 shares; 2023Q3: 87,317 shares; 2023Q4: 87,695 shares; 2024Q1: 72,207 shares; 2024Q2: 65,087 shares 65,087 $4.17M 2.38% -7,120 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 21,936 shares; 2023Q1: 21,453 shares; 2023Q2: 20,644 shares; 2023Q3: 20,282 shares; 2023Q4: 19,899 shares; 2024Q1: 19,472 shares; 2024Q2: 19,479 shares 19,479 $4.1M 2.35% +7 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; 2022Q3: restricted; 2022Q4: 117,423 shares; 2023Q1: 118,243 shares; 2023Q2: 117,899 shares; 2023Q3: 112,841 shares; 2023Q4: 92,350 shares; 2024Q1: 81,184 shares; 2024Q2: 50,229 shares 50,229 $3.91M 2.23% -30,955 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 36,861 shares; 2023Q1: 35,462 shares; 2023Q2: 35,557 shares; 2023Q3: 37,021 shares; 2023Q4: 37,178 shares; 2024Q1: 37,121 shares; 2024Q2: 36,837 shares 36,837 $2.9M 1.66% -284 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; 2022Q3: restricted; 2022Q4: 1,042 shares; 2023Q1: 1,042 shares; 2023Q2: 1,034 shares; 2023Q3: 4,141 shares; 2023Q4: 4,218 shares; 2024Q1: 4,942 shares; 2024Q2: 5,009 shares 5,009 $2.51M 1.43% +67 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; 2022Q3: restricted; 2022Q4: 10,966 shares; 2023Q1: 10,974 shares; 2023Q2: 11,165 shares; 2023Q3: 11,199 shares; 2023Q4: 11,100 shares; 2024Q1: 11,087 shares; 2024Q2: 11,087 shares 11,087 $2.19M 1.25% 0 Timeline XSMO 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; 2022Q3: restricted; 2022Q4: 4,949 shares; 2023Q1: 5,655 shares; 2023Q2: 5,672 shares; 2023Q3: 5,682 shares; 2023Q4: 5,957 shares; 2024Q1: 10,577 shares; 2024Q2: 34,161 shares 34,161 $2.05M 1.17% +23,584 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 4,013 shares; 2023Q1: 4,013 shares; 2023Q2: 4,051 shares; 2023Q3: 43,040 shares; 2023Q4: 42,218 shares; 2024Q1: 42,693 shares; 2024Q2: 41,966 shares 41,966 $1.92M 1.1% -727 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 34,088 shares; 2023Q1: 31,052 shares; 2023Q2: 31,300 shares; 2023Q3: 34,329 shares; 2023Q4: 35,254 shares; 2024Q1: 49,848 shares; 2024Q2: 48,500 shares 48,500 $1.72M 0.99% -1,348 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 9,015 shares; 2023Q1: 8,860 shares; 2023Q2: 8,846 shares; 2023Q3: 8,684 shares; 2023Q4: 8,021 shares; 2024Q1: 7,960 shares; 2024Q2: 7,444 shares 7,444 $1.71M 0.98% -516 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 4,471 shares; 2023Q4: 4,472 shares; 2024Q1: 11,283 shares; 2024Q2: 17,608 shares 17,608 $1.63M 0.93% +6,325 Timeline UITB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 3,007 shares; 2023Q1: 14,751 shares; 2023Q2: 18,332 shares; 2023Q3: 22,486 shares; 2023Q4: 25,325 shares; 2024Q1: 28,272 shares; 2024Q2: 34,334 shares 34,334 $1.58M 0.9% +6,062 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 2,379 shares; 2023Q1: 13,327 shares; 2023Q2: 13,697 shares; 2023Q3: 9,469 shares; 2023Q4: 9,486 shares; 2024Q1: 9,671 shares; 2024Q2: 9,171 shares 9,171 $1.57M 0.9% -500 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 30,716 shares; 2023Q1: 29,721 shares; 2023Q2: 29,156 shares; 2023Q3: 28,687 shares; 2023Q4: 25,760 shares; 2024Q1: 18,493 shares; 2024Q2: 14,137 shares 14,137 $1.51M 0.87% -4,356 Timeline FNDE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 13,904 shares; 2023Q1: 24,846 shares; 2023Q2: 30,941 shares; 2023Q3: 43,093 shares; 2023Q4: 43,307 shares; 2024Q1: 44,736 shares; 2024Q2: 48,456 shares 48,456 $1.43M 0.82% +3,720 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; 2022Q3: restricted; 2022Q4: 1,972 shares; 2023Q1: 2,346 shares; 2023Q2: 2,616 shares; 2023Q3: 3,689 shares; 2023Q4: 3,628 shares; 2024Q1: 3,508 shares; 2024Q2: 3,743 shares 3,743 $1.4M 0.8% +235 Timeline ONEY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 50,615 shares; 2023Q1: 50,719 shares; 2023Q2: 51,429 shares; 2023Q3: 51,958 shares; 2023Q4: 47,831 shares; 2024Q1: 24,461 shares; 2024Q2: 13,461 shares 13,461 $1.4M 0.8% -11,000 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 3,130 shares; 2023Q1: 3,178 shares; 2023Q2: 3,179 shares; 2023Q3: 3,056 shares; 2023Q4: 3,095 shares; 2024Q1: 3,079 shares; 2024Q2: 3,073 shares 3,073 $1.37M 0.79% -6 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; 2022Q3: restricted; 2022Q4: 9,989 shares; 2023Q1: 10,516 shares; 2023Q2: 10,517 shares; 2023Q3: 10,517 shares; 2023Q4: 10,517 shares; 2024Q1: 11,156 shares; 2024Q2: 11,471 shares 11,471 $1.32M 0.76% +315 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 26,302 shares; 2024Q2: 27,511 shares 27,511 $1.29M 0.74% +1,209 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 9,324 shares; 2023Q1: 13,147 shares; 2023Q2: 13,612 shares; 2023Q3: 11,586 shares; 2023Q4: 11,650 shares; 2024Q1: 7,147 shares; 2024Q2: 12,016 shares 12,016 $1.23M 0.7% +4,869 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 14,732 shares; 2023Q4: 14,894 shares; 2024Q1: 23,307 shares; 2024Q2: 24,977 shares 24,977 $1.22M 0.7% +1,670 Timeline QQQM 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; 2022Q3: restricted; 2022Q4: 711 shares; 2023Q1: 1,141 shares; 2023Q2: 1,281 shares; 2023Q3: 2,585 shares; 2023Q4: 3,363 shares; 2024Q1: 5,013 shares; 2024Q2: 5,612 shares 5,612 $1.11M 0.63% +599 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; 2022Q3: restricted; 2022Q4: 5,620 shares; 2023Q1: 5,642 shares; 2023Q2: 5,587 shares; 2023Q3: 5,507 shares; 2023Q4: 5,602 shares; 2024Q1: 5,571 shares; 2024Q2: 5,542 shares 5,542 $1.07M 0.61% -29 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 16,200 shares; 2023Q4: 16,200 shares; 2024Q1: 20,035 shares; 2024Q2: 20,575 shares 20,575 $1.02M 0.58% +540 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; 2022Q3: restricted; 2022Q4: 4,320 shares; 2023Q1: 4,420 shares; 2023Q2: 4,421 shares; 2023Q3: 4,400 shares; 2023Q4: 4,352 shares; 2024Q1: 4,319 shares; 2024Q2: 4,096 shares 4,096 $992K 0.57% -223 Timeline 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; 2022Q3: restricted; 2022Q4: 4,393 shares; 2023Q1: 31,616 shares; 2023Q2: 35,794 shares; 2023Q3: 27,805 shares; 2023Q4: 27,758 shares; 2024Q1: 28,714 shares; 2024Q2: 28,926 shares 28,926 $933K 0.53% +212 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; 2022Q3: restricted; 2022Q4: 5,486 shares; 2023Q1: 5,559 shares; 2023Q2: 5,623 shares; 2023Q3: 5,625 shares; 2023Q4: 5,640 shares; 2024Q1: 5,231 shares; 2024Q2: 3,649 shares 3,649 $913K 0.52% -1,582 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 31,342 shares; 2024Q2: 36,578 shares 36,578 $901K 0.52% +5,236 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; 2022Q3: restricted; 2022Q4: 4,228 shares; 2023Q1: 4,203 shares; 2023Q2: 4,337 shares; 2023Q3: 4,343 shares; 2023Q4: 4,145 shares; 2024Q1: 4,042 shares; 2024Q2: 3,905 shares 3,905 $852K 0.49% -137 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; 2022Q3: restricted; 2022Q4: 3,238 shares; 2023Q1: 3,231 shares; 2023Q2: 3,028 shares; 2023Q3: 3,029 shares; 2023Q4: 3,115 shares; 2024Q1: 3,132 shares; 2024Q2: 3,116 shares 3,116 $778K 0.45% -16 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 1,739 shares; 2023Q1: 1,739 shares; 2023Q2: 1,739 shares; 2023Q3: 1,739 shares; 2023Q4: 1,739 shares; 2024Q1: 1,739 shares; 2024Q2: 1,739 shares 1,739 $776K 0.44% 0 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 3,603 shares; 2023Q1: 3,726 shares; 2023Q2: 3,730 shares; 2023Q3: 3,740 shares; 2023Q4: 3,771 shares; 2024Q1: 3,936 shares; 2024Q2: 3,811 shares 3,811 $754K 0.43% -125 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 3,780 shares; 2024Q2: 4,099 shares 4,099 $746K 0.43% +319 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 5,390 shares; 2023Q1: 9,702 shares; 2023Q2: 10,045 shares; 2023Q3: 10,256 shares; 2023Q4: 10,281 shares; 2024Q1: 16,782 shares; 2024Q2: 16,237 shares 16,237 $734K 0.42% -545 Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 5,574 shares; 2023Q1: 8,244 shares; 2023Q2: 10,009 shares; 2023Q3: 11,158 shares; 2023Q4: 11,132 shares; 2024Q1: 11,856 shares; 2024Q2: 13,275 shares 13,275 $729K 0.42% +1,419 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 15,119 shares; 2023Q1: 16,886 shares; 2023Q2: 16,911 shares; 2023Q3: 16,914 shares; 2023Q4: 16,703 shares; 2024Q1: 17,810 shares; 2024Q2: 18,448 shares 18,448 $720K 0.41% +638 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 9,365 shares; 2023Q1: 9,330 shares; 2023Q2: 9,330 shares; 2023Q3: 9,330 shares; 2023Q4: 9,000 shares; 2024Q1: 9,012 shares; 2024Q2: 9,012 shares 9,012 $709K 0.41% 0 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 1,790 shares; 2023Q1: 6,574 shares; 2023Q2: 6,671 shares; 2023Q3: 3,487 shares; 2023Q4: 3,485 shares; 2024Q1: 4,652 shares; 2024Q2: 4,651 shares 4,651 $700K 0.4% -1 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; 2022Q3: restricted; 2022Q4: 4,010 shares; 2023Q1: 4,013 shares; 2023Q2: 4,020 shares; 2023Q3: 4,026 shares; 2023Q4: 4,032 shares; 2024Q1: 4,034 shares; 2024Q2: 4,040 shares 4,040 $666K 0.38% +6 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; 2022Q3: restricted; 2022Q4: 11,161 shares; 2023Q1: 9,490 shares; 2023Q2: 9,438 shares; 2023Q3: 9,054 shares; 2023Q4: 5,466 shares; 2024Q1: 4,701 shares; 2024Q2: 4,351 shares 4,351 $655K 0.37% -350 Timeline CGMU 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 16,293 shares; 2024Q1: 16,293 shares; 2024Q2: 23,078 shares 23,078 $620K 0.35% +6,785 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; 2022Q3: restricted; 2022Q4: 14,094 shares; 2023Q1: 11,171 shares; 2023Q2: 11,171 shares; 2023Q3: 5,635 shares; 2023Q4: 5,488 shares; 2024Q1: 5,488 shares; 2024Q2: 5,949 shares 5,949 $600K 0.34% +461 Timeline RECS COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 17,002 shares 17,002 $549K 0.31% new Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 23,559 shares; 2023Q1: 16,761 shares; 2023Q2: 17,553 shares; 2023Q3: 24,988 shares; 2023Q4: 25,132 shares; 2024Q1: 13,795 shares; 2024Q2: 9,771 shares 9,771 $518K 0.3% -4,024 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; 2022Q3: restricted; 2022Q4: 1,326 shares; 2023Q1: 1,326 shares; 2023Q2: 1,281 shares; 2023Q3: 1,281 shares; 2023Q4: 1,259 shares; 2024Q1: 1,259 shares; 2024Q2: 1,259 shares 1,259 $512K 0.29% 0 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 19,450 shares; 2023Q1: 26,348 shares; 2023Q2: 26,348 shares; 2023Q3: 26,348 shares; 2023Q4: 26,348 shares; 2024Q1: 26,348 shares; 2024Q2: 26,348 shares 26,348 $493K 0.28% 0 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; 2022Q3: restricted; 2022Q4: 24,131 shares; 2023Q1: 24,131 shares; 2023Q2: 24,057 shares; 2023Q3: 7,113 shares; 2023Q4: 7,113 shares; 2024Q1: 7,113 shares; 2024Q2: 7,113 shares 7,113 $457K 0.26% 0 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 1,031 shares; 2023Q2: 1,031 shares; 2023Q3: 953 shares; 2023Q4: 953 shares; 2024Q1: 904 shares; 2024Q2: 905 shares 905 $456K 0.26% +1 Timeline JHML JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 7,834 shares; 2023Q1: 7,883 shares; 2023Q2: 7,883 shares; 2023Q3: 7,318 shares; 2023Q4: 7,318 shares; 2024Q1: 7,114 shares; 2024Q2: 6,930 shares 6,930 $451K 0.26% -184 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 8,068 shares; 2023Q4: 8,068 shares; 2024Q1: 9,880 shares; 2024Q2: 10,213 shares 10,213 $447K 0.26% +333 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; 2022Q3: restricted; 2022Q4: 3,797 shares; 2023Q1: 3,797 shares; 2023Q2: 3,797 shares; 2023Q3: 3,797 shares; 2023Q4: 3,797 shares; 2024Q1: 3,733 shares; 2024Q2: 3,765 shares 3,765 $447K 0.26% +32 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 7,001 shares; 2024Q2: 7,469 shares 7,469 $442K 0.25% +468 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 14,447 shares; 2023Q2: 14,807 shares; 2023Q3: 9,427 shares; 2023Q4: 9,446 shares; 2024Q1: 4,119 shares; 2024Q2: 8,171 shares 8,171 $437K 0.25% +4,052 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 648 shares; 2023Q2: 644 shares; 2023Q3: 644 shares; 2023Q4: 644 shares; 2024Q1: 644 shares; 2024Q2: 644 shares 644 $435K 0.25% 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; 2022Q3: restricted; 2022Q4: 1,384 shares; 2023Q1: 1,384 shares; 2023Q2: 1,374 shares; 2023Q3: 1,374 shares; 2023Q4: 1,374 shares; 2024Q1: 1,374 shares; 2024Q2: 1,374 shares 1,374 $429K 0.25% 0 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 2,532 shares; 2023Q1: 2,583 shares; 2023Q2: 2,343 shares; 2023Q3: 2,223 shares; 2023Q4: 2,383 shares; 2024Q1: 2,385 shares; 2024Q2: 2,292 shares 2,292 $420K 0.24% -93 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 291 shares; 2024Q2: 3,190 shares 3,190 $394K 0.23% +2,899 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; 2022Q3: restricted; 2022Q4: 1,238 shares; 2023Q1: 2,107 shares; 2023Q2: 2,503 shares; 2023Q3: 2,786 shares; 2023Q4: 3,481 shares; 2024Q1: 4,139 shares; 2024Q2: 7,860 shares 7,860 $391K 0.22% +3,721 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 2,543 shares; 2023Q1: 2,593 shares; 2023Q2: 2,593 shares; 2023Q3: 2,442 shares; 2023Q4: 2,392 shares; 2024Q1: 2,392 shares; 2024Q2: 2,442 shares 2,442 $388K 0.22% +50 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; 2022Q3: restricted; 2022Q4: 2,476 shares; 2023Q1: 4,454 shares; 2023Q2: 5,452 shares; 2023Q3: 7,888 shares; 2023Q4: 7,705 shares; 2024Q1: 5,857 shares; 2024Q2: 4,762 shares 4,762 $387K 0.22% -1,095 Timeline XMHQ 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; 2022Q3: restricted; 2022Q4: 374 shares; 2023Q1: 1,209 shares; 2023Q2: 2,390 shares; 2023Q3: 2,880 shares; 2023Q4: 3,166 shares; 2024Q1: 3,224 shares; 2024Q2: 3,792 shares 3,792 $368K 0.21% +568 Timeline PFM 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; 2022Q3: restricted; 2022Q4: 8,456 shares; 2023Q1: 8,472 shares; 2023Q2: 8,487 shares; 2023Q3: 8,504 shares; 2023Q4: 8,522 shares; 2024Q1: 8,535 shares; 2024Q2: 8,550 shares 8,550 $365K 0.21% +15 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 1,952 shares; 2023Q1: 1,952 shares; 2023Q2: 2,002 shares; 2023Q3: 2,002 shares; 2023Q4: 2,002 shares; 2024Q1: 1,952 shares; 2024Q2: 2,003 shares 2,003 $365K 0.21% +51 Timeline SPGP 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; 2022Q3: restricted; 2022Q4: 2,327 shares; 2023Q1: 3,041 shares; 2023Q2: 2,849 shares; 2023Q3: 2,849 shares; 2023Q4: 2,849 shares; 2024Q1: 3,211 shares; 2024Q2: 3,312 shares 3,312 $340K 0.19% +101 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 3,912 shares; 2023Q1: 3,939 shares; 2023Q2: 3,971 shares; 2023Q3: 4,005 shares; 2023Q4: 4,048 shares; 2024Q1: 4,078 shares; 2024Q2: 6,176 shares 6,176 $340K 0.19% +2,098 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 1,089 shares; 2023Q1: 1,089 shares; 2023Q2: 1,089 shares; 2023Q3: 1,089 shares; 2023Q4: 1,089 shares; 2024Q1: 1,089 shares; 2024Q2: 1,089 shares 1,089 $324K 0.19% 0 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 27 shares; 2023Q1: 355 shares; 2023Q2: 355 shares; 2023Q3: 355 shares; 2023Q4: 355 shares; 2024Q1: 484 shares; 2024Q2: 591 shares 591 $323K 0.19% +107 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 1,410 shares; 2023Q4: 1,410 shares; 2024Q1: 1,739 shares; 2024Q2: 1,802 shares 1,802 $304K 0.17% +63 Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 5,812 shares; 2023Q1: 5,847 shares; 2023Q2: 5,813 shares; 2023Q3: 5,677 shares; 2023Q4: 5,676 shares; 2024Q1: 5,598 shares; 2024Q2: 5,497 shares 5,497 $303K 0.17% -101 Timeline DDWM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 8,640 shares; 2023Q1: 8,640 shares; 2023Q2: 8,640 shares; 2023Q3: 8,674 shares; 2023Q4: 8,674 shares; 2024Q1: 8,674 shares; 2024Q2: 8,766 shares 8,766 $299K 0.17% +92 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 497 shares; 2023Q3: 497 shares; 2023Q4: 3,383 shares; 2024Q1: 7,385 shares; 2024Q2: 6,394 shares 6,394 $279K 0.16% -991 Timeline PENN PENN ENTERTAINMENT INC More: the full row for PENN ENTERTAINMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 11,687 shares; 2023Q1: 12,137 shares; 2023Q2: 13,687 shares; 2023Q3: 13,687 shares; 2023Q4: 13,687 shares; 2024Q1: 13,687 shares; 2024Q2: 13,687 shares 13,687 $265K 0.15% 0 Timeline ANGL VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 8,350 shares; 2023Q1: 8,454 shares; 2023Q2: 8,568 shares; 2023Q3: 8,689 shares; 2023Q4: 8,778 shares; 2024Q1: 8,908 shares; 2024Q2: 9,051 shares 9,051 $256K 0.15% +143 Timeline ISCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 9,396 shares; 2023Q1: 6,359 shares; 2023Q2: 6,428 shares; 2023Q3: 6,428 shares; 2023Q4: 6,457 shares; 2024Q1: 6,388 shares; 2024Q2: 5,625 shares 5,625 $256K 0.15% -763 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 76 shares; 2024Q2: 3,800 shares 3,800 $238K 0.14% +3,724 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 450 shares; 2023Q1: 450 shares; 2023Q2: 450 shares; 2023Q3: 450 shares; 2023Q4: 450 shares; 2024Q1: 450 shares; 2024Q2: 640 shares 640 $233K 0.13% +190 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; 2022Q3: restricted; 2022Q4: 1,461 shares; 2023Q1: 7,072 shares; 2023Q2: 8,262 shares; 2023Q3: 8,380 shares; 2023Q4: 8,364 shares; 2024Q1: 8,479 shares; 2024Q2: 8,431 shares 8,431 $222K 0.13% -48 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 1,260 shares; 2023Q1: 6,042 shares; 2023Q2: 6,710 shares; 2023Q3: 6,761 shares; 2023Q4: 6,746 shares; 2024Q1: 6,865 shares; 2024Q2: 6,865 shares 6,865 $220K 0.13% 0 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 2,182 shares; 2023Q1: 2,182 shares; 2023Q2: 2,182 shares; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 2,149 shares; 2024Q2: 2,149 shares 2,149 $216K 0.12% 0 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 1,241 shares; 2023Q1: 5,127 shares; 2023Q2: 6,623 shares; 2023Q3: 6,750 shares; 2023Q4: 6,740 shares; 2024Q1: 7,320 shares; 2024Q2: 7,364 shares 7,364 $212K 0.12% +44 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 960 shares; 2024Q2: 960 shares 960 $210K 0.12% 0 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 441 shares; 2023Q1: 441 shares; 2023Q2: 441 shares; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 451 shares; 2024Q2: 441 shares 441 $206K 0.12% -10 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 5,253 shares; 2024Q2: 4,962 shares 4,962 $206K 0.12% -291 Timeline CPSM CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 7,367 shares 7,367 $189K 0.11% new 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; 2022Q3: restricted; 2022Q4: 1,111 shares; 2023Q1: 1,111 shares; 2023Q2: 1,111 shares; 2023Q3: 1,111 shares; 2023Q4: 1,111 shares; 2024Q1: 1,111 shares; 2024Q2: 1,111 shares 1,111 $178K 0.1% 0 Timeline FLMI 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 7,215 shares; 2024Q1: 7,215 shares; 2024Q2: 7,215 shares 7,215 $176K 0.1% 0 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 647 shares; 2023Q1: 11 shares; 2023Q2: 11 shares; 2023Q3: 1,929 shares; 2023Q4: 1,933 shares; 2024Q1: 1,762 shares; 2024Q2: 1,840 shares 1,840 $169K 0.1% +78 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 58 shares; 2023Q1: 2,312 shares; 2023Q2: 2,388 shares; 2023Q3: 1,678 shares; 2023Q4: 1,687 shares; 2024Q1: 1,716 shares; 2024Q2: 1,763 shares 1,763 $162K 0.09% +47 Timeline XSLV 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; 2022Q3: restricted; 2022Q4: 22,857 shares; 2023Q1: 21,375 shares; 2023Q2: 6,254 shares; 2023Q3: 6,279 shares; 2023Q4: 5,794 shares; 2024Q1: 5,154 shares; 2024Q2: 3,675 shares 3,675 $160K 0.09% -1,479 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; 2022Q3: restricted; 2022Q4: 19,763 shares; 2023Q1: 15,032 shares; 2023Q2: 15,139 shares; 2023Q3: 10,683 shares; 2023Q4: 10,740 shares; 2024Q1: 10,778 shares; 2024Q2: 3,033 shares 3,033 $144K 0.08% -7,745 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 2,989 shares; 2023Q1: 3,339 shares; 2023Q2: 3,296 shares; 2023Q3: 3,296 shares; 2023Q4: 2,096 shares; 2024Q1: 2,100 shares; 2024Q2: 2,103 shares 2,103 $142K 0.08% +3 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; 2022Q3: restricted; 2022Q4: 569 shares; 2023Q1: 520 shares; 2023Q2: 522 shares; 2023Q3: 524 shares; 2023Q4: 526 shares; 2024Q1: 528 shares; 2024Q2: 528 shares 528 $141K 0.08% 0 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 7,470 shares; 2023Q3: 6,517 shares; 2023Q4: 5,624 shares; 2024Q1: 3,510 shares; 2024Q2: 3,393 shares 3,393 $141K 0.08% -117 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 1,033 shares; 2023Q1: 1,033 shares; 2023Q2: 1,033 shares; 2023Q3: 1,154 shares; 2023Q4: 1,180 shares; 2024Q1: 1,180 shares; 2024Q2: 1,180 shares 1,180 $140K 0.08% 0 Timeline JPSE 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 2,196 shares; 2023Q3: 3,050 shares; 2023Q4: 3,196 shares; 2024Q1: 3,136 shares; 2024Q2: 3,136 shares 3,136 $137K 0.08% 0 Timeline FNDC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 11,954 shares; 2023Q1: 14,076 shares; 2023Q2: 17,879 shares; 2023Q3: 24,176 shares; 2023Q4: 23,836 shares; 2024Q1: 3,856 shares; 2024Q2: 3,856 shares 3,856 $134K 0.08% 0 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 415 shares; 2023Q1: 421 shares; 2023Q2: 421 shares; 2023Q3: 1,156 shares; 2023Q4: 1,151 shares; 2024Q1: 2,110 shares; 2024Q2: 2,110 shares 2,110 $123K 0.07% 0 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 9,042 shares; 2023Q1: 12,908 shares; 2023Q2: 13,129 shares; 2023Q3: 5,656 shares; 2023Q4: 5,635 shares; 2024Q1: 2,692 shares; 2024Q2: 2,665 shares 2,665 $121K 0.07% -27 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 631 shares; 2023Q1: 631 shares; 2023Q2: 631 shares; 2023Q3: 631 shares; 2023Q4: 631 shares; 2024Q1: 620 shares; 2024Q2: 586 shares 586 $119K 0.07% -34 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; 2022Q3: restricted; 2022Q4: 708 shares; 2023Q1: 1,303 shares; 2023Q2: 2,190 shares; 2023Q3: 2,425 shares; 2023Q4: 2,418 shares; 2024Q1: 2,717 shares; 2024Q2: 2,861 shares 2,861 $119K 0.07% +144 Timeline CPNJ CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 4,879 shares 4,879 $117K 0.07% new Timeline SMLF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 3,376 shares; 2023Q1: 1,753 shares; 2023Q2: 1,680 shares; 2023Q3: 1,781 shares; 2023Q4: 1,790 shares; 2024Q1: 1,794 shares; 2024Q2: 1,889 shares 1,889 $116K 0.07% +95 Timeline SPHQ 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; 2022Q3: restricted; 2022Q4: 591 shares; 2023Q1: 591 shares; 2023Q2: 591 shares; 2023Q3: 591 shares; 2023Q4: 1,802 shares; 2024Q1: 1,802 shares; 2024Q2: 1,802 shares 1,802 $114K 0.07% 0 Timeline LRGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 2,046 shares; 2023Q1: 2,027 shares; 2023Q2: 2,029 shares; 2023Q3: 2,029 shares; 2023Q4: 2,033 shares; 2024Q1: 2,035 shares; 2024Q2: 2,036 shares 2,036 $113K 0.06% +1 Timeline JMEE 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 789 shares; 2023Q3: 1,224 shares; 2023Q4: 1,224 shares; 2024Q1: 1,999 shares; 2024Q2: 1,974 shares 1,974 $112K 0.06% -25 Timeline QUS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 688 shares; 2023Q1: 688 shares; 2023Q2: 693 shares; 2023Q3: 693 shares; 2023Q4: 699 shares; 2024Q1: 699 shares; 2024Q2: 704 shares 704 $104K 0.06% +5 Timeline XMVM 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; 2022Q3: restricted; 2022Q4: 1,863 shares; 2023Q1: 1,870 shares; 2023Q2: 1,877 shares; 2023Q3: 1,878 shares; 2023Q4: 1,883 shares; 2024Q1: 1,887 shares; 2024Q2: 1,877 shares 1,877 $96.9K 0.06% -10 Timeline QAI NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 12,325 shares; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 5,055 shares; 2023Q4: 5,055 shares; 2024Q1: 2,764 shares; 2024Q2: 2,763 shares 2,763 $85.7K 0.05% -1 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 1,112 shares; 2023Q3: 1,131 shares; 2023Q4: 1,070 shares; 2024Q1: 995 shares; 2024Q2: 806 shares 806 $76.7K 0.04% -189 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; 2022Q3: restricted; 2022Q4: 453 shares; 2023Q1: 2,223 shares; 2023Q2: 2,505 shares; 2023Q3: 2,565 shares; 2023Q4: 2,565 shares; 2024Q1: 2,786 shares; 2024Q2: 2,786 shares 2,786 $75K 0.04% 0 Timeline PRF 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; 2022Q3: restricted; 2022Q4: 388 shares; 2023Q1: 388 shares; 2023Q2: 388 shares; 2023Q3: 1,940 shares; 2023Q4: 1,940 shares; 2024Q1: 1,940 shares; 2024Q2: 1,940 shares 1,940 $73.6K 0.04% 0 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; 2022Q3: restricted; 2022Q4: 443 shares; 2023Q1: 2,237 shares; 2023Q2: 2,622 shares; 2023Q3: 2,683 shares; 2023Q4: 2,683 shares; 2024Q1: 2,726 shares; 2024Q2: 2,726 shares 2,726 $71.7K 0.04% 0 Timeline PTLC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 1,351 shares; 2023Q1: 1,351 shares; 2023Q2: 1,351 shares; 2023Q3: 1,351 shares; 2023Q4: 1,351 shares; 2024Q1: 1,351 shares; 2024Q2: 1,351 shares 1,351 $67.2K 0.04% 0 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; 2022Q3: restricted; 2022Q4: 367 shares; 2023Q1: 2,261 shares; 2023Q2: 2,315 shares; 2023Q3: 2,363 shares; 2023Q4: 2,363 shares; 2024Q1: 2,411 shares; 2024Q2: 2,411 shares 2,411 $64.4K 0.04% 0 Timeline FLHY 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 2,602 shares; 2024Q1: 2,630 shares; 2024Q2: 2,675 shares 2,675 $63.4K 0.04% +45 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; 2022Q3: restricted; 2022Q4: 200 shares; 2023Q1: 200 shares; 2023Q2: 201 shares; 2023Q3: 201 shares; 2023Q4: 201 shares; 2024Q1: 201 shares; 2024Q2: 201 shares 201 $63.3K 0.04% 0 Timeline ISCF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 3,507 shares; 2023Q1: 3,507 shares; 2023Q2: 3,528 shares; 2023Q3: 1,880 shares; 2023Q4: 1,901 shares; 2024Q1: 1,890 shares; 2024Q2: 1,906 shares 1,906 $61.4K 0.04% +16 Timeline GRPM 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 42 shares; 2023Q3: 42 shares; 2023Q4: 536 shares; 2024Q1: 533 shares; 2024Q2: 533 shares 533 $61K 0.03% 0 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 29,486 shares; 2023Q1: 10,299 shares; 2023Q2: 10,561 shares; 2023Q3: 8,180 shares; 2023Q4: 8,132 shares; 2024Q1: 622 shares; 2024Q2: 460 shares 460 $54.9K 0.03% -162 Timeline IWL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 46,254 shares; 2023Q1: 32,105 shares; 2023Q2: 404 shares; 2023Q3: 404 shares; 2023Q4: 407 shares; 2024Q1: 407 shares; 2024Q2: 408 shares 408 $54.7K 0.03% +1 Timeline INTF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 1,883 shares; 2023Q1: 1,517 shares; 2023Q2: 1,539 shares; 2023Q3: 1,539 shares; 2023Q4: 1,564 shares; 2024Q1: 1,550 shares; 2024Q2: 1,582 shares 1,582 $46.2K 0.03% +32 Timeline FLQM 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 596 shares; 2024Q1: 764 shares; 2024Q2: 828 shares 828 $42.5K 0.02% +64 Timeline GENZ VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 975 shares; 2023Q1: 975 shares; 2023Q2: 975 shares; 2023Q3: 975 shares; 2023Q4: 992 shares; 2024Q1: 992 shares; 2024Q2: 992 shares 992 $40K 0.02% 0 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; 2022Q3: restricted; 2022Q4: 198 shares; 2023Q1: 1,152 shares; 2023Q2: 1,401 shares; 2023Q3: 1,401 shares; 2023Q4: 1,401 shares; 2024Q1: 1,448 shares; 2024Q2: 1,448 shares 1,448 $39.8K 0.02% 0 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; 2022Q3: restricted; 2022Q4: 237 shares; 2023Q1: 1,179 shares; 2023Q2: 1,394 shares; 2023Q3: 1,394 shares; 2023Q4: 1,394 shares; 2024Q1: 1,488 shares; 2024Q2: 1,488 shares 1,488 $38.7K 0.02% 0 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 894 shares; 2023Q1: 164 shares; 2023Q2: 123 shares; 2023Q3: 161 shares; 2023Q4: 161 shares; 2024Q1: 161 shares; 2024Q2: 198 shares 198 $38.5K 0.02% +37 Timeline EQWL 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; 2022Q3: restricted; 2022Q4: 391 shares; 2023Q1: 393 shares; 2023Q2: 395 shares; 2023Q3: 397 shares; 2023Q4: 400 shares; 2024Q1: 402 shares; 2024Q2: 404 shares 404 $38.1K 0.02% +2 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; 2022Q3: restricted; 2022Q4: 1,334 shares; 2023Q1: 1,334 shares; 2023Q2: 1,334 shares; 2023Q3: 1,334 shares; 2023Q4: 1,334 shares; 2024Q1: 1,334 shares; 2024Q2: 1,334 shares 1,334 $37.1K 0.02% 0 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 3,220 shares; 2023Q1: 467 shares; 2023Q2: 374 shares; 2023Q3: 350 shares; 2023Q4: 354 shares; 2024Q1: 315 shares; 2024Q2: 348 shares 348 $36K 0.02% +33 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 2,096 shares; 2023Q1: 2,096 shares; 2023Q2: 2,259 shares; 2023Q3: 2,259 shares; 2023Q4: 1,292 shares; 2024Q1: 432 shares; 2024Q2: 432 shares 432 $33.8K 0.02% 0 Timeline PTMC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 959 shares; 2023Q1: 959 shares; 2023Q2: 959 shares; 2023Q3: 959 shares; 2023Q4: 959 shares; 2024Q1: 959 shares; 2024Q2: 959 shares 959 $33.4K 0.02% 0 Timeline EQIN COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 759 shares 759 $33.4K 0.02% new 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 827 shares; 2023Q2: 1,105 shares; 2023Q3: 1,153 shares; 2023Q4: 1,153 shares; 2024Q1: 1,250 shares; 2024Q2: 1,250 shares 1,250 $31.2K 0.02% 0 Timeline EMGF ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 594 shares; 2023Q2: 547 shares; 2023Q3: 617 shares; 2023Q4: 514 shares; 2024Q1: 514 shares; 2024Q2: 592 shares 592 $27.6K 0.02% +78 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 260 shares; 2023Q1: 260 shares; 2023Q2: 260 shares; 2023Q3: 260 shares; 2023Q4: 260 shares; 2024Q1: 260 shares; 2024Q2: 260 shares 260 $24.6K 0.01% 0 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 229 shares; 2023Q1: 229 shares; 2023Q2: 229 shares; 2023Q3: 229 shares; 2023Q4: 229 shares; 2024Q1: 229 shares; 2024Q2: 229 shares 229 $18K 0.01% 0 Timeline VICTORY PORTFOLIOS II VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 266 shares; 2023Q1: 266 shares; 2023Q2: 266 shares; 2023Q3: 266 shares; 2023Q4: 266 shares; 2024Q1: 266 shares; 2024Q2: 266 shares 266 $17.9K 0.01% 0 IYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 125 shares; 2023Q1: 90 shares; 2023Q2: 89 shares; 2023Q3: 89 shares; 2023Q4: 90 shares; 2024Q1: 254 shares; 2024Q2: 253 shares 253 $16.5K 0.01% -1 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 81 shares; 2023Q2: 81 shares; 2023Q3: 81 shares; 2023Q4: 81 shares; 2024Q1: 198 shares; 2024Q2: 198 shares 198 $16.1K 0.01% 0 Timeline SIZE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 214 shares; 2023Q1: 111 shares; 2023Q2: 110 shares; 2023Q3: 109 shares; 2023Q4: 110 shares; 2024Q1: 98 shares; 2024Q2: 91 shares 91 $12.5K 0.01% -7 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 1,271 shares; 2023Q1: 186 shares; 2023Q2: 186 shares; 2023Q3: 183 shares; 2023Q4: 183 shares; 2024Q1: 107 shares; 2024Q2: 95 shares 95 $10.1K 0.01% -12 Timeline IXC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 3,211 shares; 2024Q2: 237 shares 237 $9.84K 0.01% -2,974 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; 2022Q3: restricted; 2022Q4: 735 shares; 2023Q1: 347 shares; 2023Q2: 348 shares; 2023Q3: 350 shares; 2023Q4: 355 shares; 2024Q1: 748 shares; 2024Q2: 298 shares 298 $9.71K 0.01% -450 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; 2022Q3: restricted; 2022Q4: 55 shares; 2023Q1: 55 shares; 2023Q2: 55 shares; 2023Q3: 55 shares; 2023Q4: 55 shares; 2024Q1: 55 shares; 2024Q2: 55 shares 55 $9.04K 0.01% 0 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; 2022Q3: restricted; 2022Q4: 100 shares; 2023Q1: 101 shares; 2023Q2: 101 shares; 2023Q3: 102 shares; 2023Q4: 104 shares; 2024Q1: 105 shares; 2024Q2: 105 shares 105 $8.8K 0.01% 0 Timeline PDP 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; 2022Q3: restricted; 2022Q4: 85 shares; 2023Q1: 85 shares; 2023Q2: 85 shares; 2023Q3: 85 shares; 2023Q4: 85 shares; 2024Q1: 85 shares; 2024Q2: 85 shares 85 $8.32K <0.01% 0 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 37 shares; 2024Q2: 27 shares 27 $7.14K <0.01% -10 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 48 shares; 2023Q1: 48 shares; 2023Q2: 48 shares; 2023Q3: 48 shares; 2023Q4: 48 shares; 2024Q1: 48 shares; 2024Q2: 48 shares 48 $5.81K <0.01% 0 Timeline IHF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 22 shares; 2023Q1: 22 shares; 2023Q2: 22 shares; 2023Q3: 22 shares; 2023Q4: 22 shares; 2024Q1: 110 shares; 2024Q2: 110 shares 110 $5.79K <0.01% 0 Timeline PBE 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; 2022Q3: restricted; 2022Q4: 89 shares; 2023Q1: 89 shares; 2023Q2: 89 shares; 2023Q3: 89 shares; 2023Q4: 89 shares; 2024Q1: 89 shares; 2024Q2: 89 shares 89 $5.77K <0.01% 0 Timeline XSOE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 9,620 shares; 2023Q1: 818 shares; 2023Q2: 859 shares; 2023Q3: 353 shares; 2023Q4: 356 shares; 2024Q1: 267 shares; 2024Q2: 165 shares 165 $5.07K <0.01% -102 Timeline ITB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 38 shares; 2023Q1: 38 shares; 2023Q2: 38 shares; 2023Q3: 38 shares; 2023Q4: 38 shares; 2024Q1: 38 shares; 2024Q2: 38 shares 38 $3.84K <0.01% 0 Timeline EFIV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 46 shares 46 $2.44K <0.01% new Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 16 shares; 2023Q1: 16 shares; 2023Q2: 17 shares; 2023Q3: 17 shares; 2023Q4: 17 shares; 2024Q1: 17 shares; 2024Q2: 17 shares 17 $1.34K <0.01% 0 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 482 shares; 2023Q1: 245 shares; 2023Q2: 246 shares; 2023Q3: 248 shares; 2023Q4: 251 shares; 2024Q1: 241 shares; 2024Q2: 25 shares 25 $1.29K <0.01% -216 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 98 shares; 2023Q1: 97 shares; 2023Q2: 98 shares; 2023Q3: 99 shares; 2023Q4: 98 shares; 2024Q1: 98 shares; 2024Q2: 5 shares 5 $569 <0.01% -93 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 4 shares; 2023Q1: 4 shares; 2023Q2: 4 shares; 2023Q3: 4 shares; 2023Q4: 4 shares; 2024Q1: 4 shares; 2024Q2: 4 shares 4 $555 <0.01% 0 Timeline IWC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 4 shares; 2023Q1: 4 shares; 2023Q2: 4 shares; 2023Q3: 4 shares; 2023Q4: 4 shares; 2024Q1: 4 shares; 2024Q2: 4 shares 4 $480 <0.01% 0 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 11 shares; 2023Q1: 11 shares; 2023Q2: 11 shares; 2023Q3: 11 shares; 2023Q4: 11 shares; 2024Q1: 11 shares; 2024Q2: 11 shares 11 $467 <0.01% 0 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 530 shares; 2023Q1: 238 shares; 2023Q2: 238 shares; 2023Q3: 238 shares; 2023Q4: 239 shares; 2024Q1: 194 shares; 2024Q2: 7 shares 7 $412 <0.01% -187 Timeline MOO VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 4 shares; 2023Q1: 4 shares; 2023Q2: 4 shares; 2023Q3: 4 shares; 2023Q4: 4 shares; 2024Q1: 4 shares; 2024Q2: 4 shares 4 $302 <0.01% 0 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 4,347 shares; 2023Q4: 4,356 shares; 2024Q1: 76 shares; 2024Q2: 5 shares 5 $253 <0.01% -71 Timeline SCHI SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 172 shares; 2023Q1: 3 shares; 2023Q2: 3 shares; 2023Q3: 1,608 shares; 2023Q4: 1,614 shares; 2024Q1: 58 shares; 2024Q2: 6 shares 6 $250 <0.01% -52 Timeline SPLB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 255 shares; 2023Q1: 76 shares; 2023Q2: 74 shares; 2023Q3: 75 shares; 2023Q4: 76 shares; 2024Q1: 49 shares; 2024Q2: 8 shares 8 $170 <0.01% -41 Timeline IGLB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 104 shares; 2023Q1: 4 shares; 2023Q2: 4 shares; 2023Q3: 4 shares; 2023Q4: 4 shares; 2024Q1: 3 shares; 2024Q2: 3 shares 3 $139 <0.01% 0 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 112 shares; 2023Q1: 4 shares; 2023Q2: 4 shares; 2023Q3: 4 shares; 2023Q4: 4 shares; 2024Q1: 4 shares; 2024Q2: 3 shares 3 $135 <0.01% -1 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 46 shares; 2023Q1: 15 shares; 2023Q2: 15 shares; 2023Q3: 9 shares; 2023Q4: 9 shares; 2024Q1: 7 shares; 2024Q2: 5 shares 5 $124 <0.01% -2 Timeline