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 loaded; 2024Q4: 102,379 shares; 2025Q1: 114,846 shares; 2025Q2: 121,820 shares; 2025Q3: 134,817 shares; 2025Q4: 138,260 shares; 2026Q1: 147,075 shares; 2026Q2: 157,655 shares 157,655 $7.17M 3.44% +10,580 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 loaded; 2024Q4: 8,413 shares; 2025Q1: 9,346 shares; 2025Q2: 9,867 shares; 2025Q3: 10,380 shares; 2025Q4: 10,353 shares; 2026Q1: 10,659 shares; 2026Q2: 10,078 shares 10,078 $6.92M 3.32% -581 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 59,408 shares; 2025Q1: 64,020 shares; 2025Q2: 67,973 shares; 2025Q3: 70,939 shares; 2025Q4: 71,842 shares; 2026Q1: 72,162 shares; 2026Q2: 71,749 shares 71,749 $6.86M 3.29% -413 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 61,179 shares; 2025Q1: 65,725 shares; 2025Q2: 66,977 shares; 2025Q3: 70,616 shares; 2025Q4: 69,940 shares; 2026Q1: 71,112 shares; 2026Q2: 68,886 shares 68,886 $6.76M 3.25% -2,226 Timeline SLDE SLIDE INS HLDGS INC More: the full row for SLIDE INS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 101,751 shares; 2026Q1: 203,502 shares; 2026Q2: 257,809 shares 257,809 $4.99M 2.4% +54,307 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,583 shares; 2025Q1: 6,705 shares; 2025Q2: 7,765 shares; 2025Q3: 8,094 shares; 2025Q4: 8,383 shares; 2026Q1: 9,186 shares; 2026Q2: 56,464 shares 56,464 $4.86M 2.33% +47,278 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 loaded; 2024Q4: 3,764 shares; 2025Q1: 4,177 shares; 2025Q2: 4,260 shares; 2025Q3: 5,184 shares; 2025Q4: 5,655 shares; 2026Q1: 6,095 shares; 2026Q2: 23,406 shares 23,406 $4.68M 2.25% +17,311 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 loaded; 2024Q4: 140,945 shares; 2025Q1: 142,230 shares; 2025Q2: 145,472 shares; 2025Q3: 147,926 shares; 2025Q4: 145,872 shares; 2026Q1: 145,979 shares; 2026Q2: 144,587 shares 144,587 $4.58M 2.2% -1,392 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; 2024Q3: not loaded; 2024Q4: 44,968 shares; 2025Q1: 50,834 shares; 2025Q2: 60,704 shares; 2025Q3: 64,743 shares; 2025Q4: 69,150 shares; 2026Q1: 77,381 shares; 2026Q2: 86,970 shares 86,970 $4.07M 1.96% +9,589 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 60,778 shares; 2025Q1: 62,010 shares; 2025Q2: 66,590 shares; 2025Q3: 67,639 shares; 2025Q4: 67,075 shares; 2026Q1: 67,510 shares; 2026Q2: 67,048 shares 67,048 $4.04M 1.94% -462 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 59,966 shares; 2025Q1: 67,048 shares; 2025Q2: 69,277 shares; 2025Q3: 74,892 shares; 2025Q4: 75,855 shares; 2026Q1: 77,890 shares; 2026Q2: 73,177 shares 73,177 $4.03M 1.93% -4,713 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 14,892 shares; 2025Q1: 15,889 shares; 2025Q2: 15,471 shares; 2025Q3: 16,174 shares; 2025Q4: 16,100 shares; 2026Q1: 16,090 shares; 2026Q2: 16,079 shares 16,079 $3.8M 1.83% -11 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: not loaded; 2024Q4: 10,381 shares; 2025Q1: 10,360 shares; 2025Q2: 10,910 shares; 2025Q3: 15,383 shares; 2025Q4: 14,972 shares; 2026Q1: 15,356 shares; 2026Q2: 13,044 shares 13,044 $3.77M 1.81% -2,312 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 80,976 shares; 2025Q1: 87,287 shares; 2025Q2: 87,907 shares; 2025Q3: 92,360 shares; 2025Q4: 92,556 shares; 2026Q1: 95,156 shares; 2026Q2: 90,664 shares 90,664 $3.74M 1.8% -4,492 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 36,337 shares; 2025Q1: 38,231 shares; 2025Q2: 47,775 shares; 2025Q3: 50,875 shares; 2025Q4: 51,996 shares; 2026Q1: 54,992 shares; 2026Q2: 56,555 shares 56,555 $3.44M 1.65% +1,563 Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 67,528 shares; 2025Q4: 70,826 shares; 2026Q1: 74,952 shares; 2026Q2: 70,569 shares 70,569 $3.23M 1.55% -4,383 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,733 shares; 2025Q3: 16,278 shares; 2025Q4: 26,717 shares; 2026Q1: 27,792 shares; 2026Q2: 28,101 shares 28,101 $2.99M 1.43% +309 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 45,384 shares; 2025Q1: 51,030 shares; 2025Q2: 52,236 shares; 2025Q3: 56,169 shares; 2025Q4: 56,641 shares; 2026Q1: 58,025 shares; 2026Q2: 54,925 shares 54,925 $2.95M 1.42% -3,100 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,881 shares; 2025Q1: 7,504 shares; 2025Q2: 11,598 shares; 2025Q3: 15,411 shares; 2025Q4: 19,414 shares; 2026Q1: 19,036 shares; 2026Q2: 19,233 shares 19,233 $2.84M 1.36% +197 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: not loaded; 2024Q4: 4,666 shares; 2025Q1: 4,781 shares; 2025Q2: 4,747 shares; 2025Q3: 4,752 shares; 2025Q4: 4,735 shares; 2026Q1: 4,375 shares; 2026Q2: 3,604 shares 3,604 $2.69M 1.29% -771 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: not loaded; 2024Q4: 20,251 shares; 2025Q1: 32,345 shares; 2025Q2: 30,094 shares; 2025Q3: 25,147 shares; 2025Q4: 20,487 shares; 2026Q1: 20,113 shares; 2026Q2: 19,172 shares 19,172 $2.64M 1.27% -941 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 11,784 shares; 2025Q1: 15,857 shares; 2025Q2: 25,449 shares; 2025Q3: 17,495 shares; 2025Q4: 10,686 shares; 2026Q1: 16,966 shares; 2026Q2: 25,049 shares 25,049 $2.52M 1.21% +8,083 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 19,315 shares; 2025Q1: 55,485 shares; 2025Q2: 52,665 shares; 2025Q3: 42,857 shares; 2025Q4: 31,995 shares; 2026Q1: 31,717 shares; 2026Q2: 30,969 shares 30,969 $2.39M 1.15% -748 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,621 shares; 2025Q1: 8,611 shares; 2025Q2: 11,310 shares; 2025Q3: 14,066 shares; 2025Q4: 17,630 shares; 2026Q1: 18,464 shares; 2026Q2: 18,516 shares 18,516 $2.37M 1.14% +52 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: not loaded; 2024Q4: 6,383 shares; 2025Q1: 19,420 shares; 2025Q2: 19,142 shares; 2025Q3: 15,514 shares; 2025Q4: 11,462 shares; 2026Q1: 10,490 shares; 2026Q2: 10,313 shares 10,313 $2.34M 1.12% -177 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; 2024Q3: not loaded; 2024Q4: 15,120 shares; 2025Q1: 14,978 shares; 2025Q2: 14,791 shares; 2025Q3: 14,838 shares; 2025Q4: 14,864 shares; 2026Q1: 15,054 shares; 2026Q2: 14,715 shares 14,715 $2.33M 1.12% -339 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,930 shares; 2025Q1: 9,576 shares; 2025Q2: 13,778 shares; 2025Q3: 17,437 shares; 2025Q4: 20,926 shares; 2026Q1: 20,157 shares; 2026Q2: 19,743 shares 19,743 $2.32M 1.11% -414 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 26,317 shares; 2025Q1: 28,075 shares; 2025Q2: 21,107 shares; 2025Q3: 22,192 shares; 2025Q4: 22,870 shares; 2026Q1: 23,168 shares; 2026Q2: 22,337 shares 22,337 $2.21M 1.06% -831 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; 2024Q3: not loaded; 2024Q4: 38,085 shares; 2025Q1: 44,614 shares; 2025Q2: 46,933 shares; 2025Q3: 52,026 shares; 2025Q4: 56,969 shares; 2026Q1: 58,307 shares; 2026Q2: 46,967 shares 46,967 $2.08M 1% -11,340 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 14,680 shares; 2025Q1: 14,456 shares; 2025Q2: 16,171 shares; 2025Q3: 16,647 shares; 2025Q4: 17,156 shares; 2026Q1: 16,513 shares; 2026Q2: 15,875 shares 15,875 $1.98M 0.95% -638 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 25,136 shares; 2025Q1: 23,878 shares; 2025Q2: 22,001 shares; 2025Q3: 23,727 shares; 2025Q4: 24,191 shares; 2026Q1: 25,547 shares; 2026Q2: 27,443 shares 27,443 $1.96M 0.94% +1,896 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; 2024Q3: not loaded; 2024Q4: 6,602 shares; 2025Q1: 7,654 shares; 2025Q2: 8,286 shares; 2025Q3: 8,823 shares; 2025Q4: 8,984 shares; 2026Q1: 9,435 shares; 2026Q2: 8,855 shares 8,855 $1.88M 0.9% -580 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,531 shares; 2025Q1: 3,525 shares; 2025Q2: 3,881 shares; 2025Q3: 3,955 shares; 2025Q4: 3,936 shares; 2026Q1: 3,874 shares; 2026Q2: 22,673 shares 22,673 $1.87M 0.9% +18,799 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 loaded; 2024Q4: 4,523 shares; 2025Q1: 4,465 shares; 2025Q2: 7,640 shares; 2025Q3: 7,849 shares; 2025Q4: 7,899 shares; 2026Q1: 8,298 shares; 2026Q2: 6,859 shares 6,859 $1.63M 0.78% -1,439 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,706 shares; 2026Q1: 13,555 shares; 2026Q2: 13,555 shares 13,555 $1.6M 0.77% 0 Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 10,158 shares; 2025Q2: 13,061 shares; 2025Q3: 15,984 shares; 2025Q4: 15,926 shares; 2026Q1: 28,252 shares; 2026Q2: 39,413 shares 39,413 $1.58M 0.76% +11,161 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 14,091 shares; 2025Q1: 16,018 shares; 2025Q2: 17,275 shares; 2025Q3: 18,115 shares; 2025Q4: 18,326 shares; 2026Q1: 19,398 shares; 2026Q2: 18,808 shares 18,808 $1.55M 0.74% -590 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; 2024Q3: not loaded; 2024Q4: 28,784 shares; 2025Q1: 29,224 shares; 2025Q2: 33,241 shares; 2025Q3: 36,482 shares; 2025Q4: 37,158 shares; 2026Q1: 36,466 shares; 2026Q2: 35,103 shares 35,103 $1.52M 0.73% -1,363 Timeline DHS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 15,387 shares; 2025Q1: 14,573 shares; 2025Q2: 13,808 shares; 2025Q3: 13,557 shares; 2025Q4: 12,980 shares; 2026Q1: 13,368 shares; 2026Q2: 13,052 shares 13,052 $1.48M 0.71% -316 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 13,789 shares; 2025Q1: 18,359 shares; 2025Q2: 21,792 shares; 2025Q3: 23,636 shares; 2025Q4: 25,978 shares; 2026Q1: 30,160 shares; 2026Q2: 35,969 shares 35,969 $1.46M 0.7% +5,809 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 35,894 shares; 2025Q1: 34,909 shares; 2025Q2: 34,570 shares; 2025Q3: 34,418 shares; 2025Q4: 34,516 shares; 2026Q1: 34,403 shares; 2026Q2: 34,550 shares 34,550 $1.43M 0.69% +147 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,103 shares; 2025Q1: 8,032 shares; 2025Q2: 9,623 shares; 2025Q3: 9,617 shares; 2025Q4: 9,464 shares; 2026Q1: 9,747 shares; 2026Q2: 9,402 shares 9,402 $1.43M 0.69% -345 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: not loaded; 2024Q4: 19,799 shares; 2025Q1: 18,766 shares; 2025Q2: 20,633 shares; 2025Q3: 20,995 shares; 2025Q4: 21,404 shares; 2026Q1: 19,310 shares; 2026Q2: 18,465 shares 18,465 $1.41M 0.68% -845 Timeline JGRO 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 loaded; 2024Q4: 9,365 shares; 2025Q1: 12,232 shares; 2025Q2: 12,742 shares; 2025Q3: 13,953 shares; 2025Q4: 13,748 shares; 2026Q1: 14,997 shares; 2026Q2: 14,129 shares 14,129 $1.39M 0.67% -868 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; 2024Q3: not loaded; 2024Q4: 5,880 shares; 2025Q1: 6,933 shares; 2025Q2: 23,034 shares; 2025Q3: 27,389 shares; 2025Q4: 28,874 shares; 2026Q1: 32,834 shares; 2026Q2: 32,960 shares 32,960 $1.39M 0.67% +126 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,851 shares; 2025Q1: 1,893 shares; 2025Q2: 1,946 shares; 2025Q3: 1,948 shares; 2025Q4: 1,949 shares; 2026Q1: 1,938 shares; 2026Q2: 1,889 shares 1,889 $1.39M 0.67% -49 Timeline PEY 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; 2024Q3: not loaded; 2024Q4: 75,185 shares; 2025Q1: 69,342 shares; 2025Q2: 66,248 shares; 2025Q3: 63,062 shares; 2025Q4: 62,823 shares; 2026Q1: 62,180 shares; 2026Q2: 59,533 shares 59,533 $1.38M 0.66% -2,647 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; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 26,170 shares; 2025Q4: 25,602 shares; 2026Q1: 26,091 shares; 2026Q2: 25,986 shares 25,986 $1.33M 0.64% -105 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 9,584 shares; 2025Q2: 10,481 shares; 2025Q3: 8,439 shares; 2025Q4: 8,771 shares; 2026Q1: 8,892 shares; 2026Q2: 8,894 shares 8,894 $1.32M 0.63% +2 Timeline FELC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,888 shares; 2025Q3: 12,909 shares; 2025Q4: 12,831 shares; 2026Q1: 25,941 shares; 2026Q2: 31,368 shares 31,368 $1.31M 0.63% +5,427 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,467 shares; 2025Q1: 6,573 shares; 2025Q2: 7,412 shares; 2025Q3: 7,848 shares; 2025Q4: 7,831 shares; 2026Q1: 7,907 shares; 2026Q2: 7,919 shares 7,919 $1.3M 0.62% +12 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 14,224 shares; 2025Q1: 14,224 shares; 2025Q2: 15,072 shares; 2025Q3: 15,897 shares; 2025Q4: 15,980 shares; 2026Q1: 16,077 shares; 2026Q2: 16,388 shares 16,388 $1.3M 0.62% +311 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; 2024Q3: not loaded; 2024Q4: 4,085 shares; 2025Q1: 4,895 shares; 2025Q2: 4,926 shares; 2025Q3: 5,229 shares; 2025Q4: 20,943 shares; 2026Q1: 26,082 shares; 2026Q2: 25,568 shares 25,568 $1.29M 0.62% -514 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; 2024Q3: not loaded; 2024Q4: 25,183 shares; 2025Q1: 28,312 shares; 2025Q2: 36,640 shares; 2025Q3: 38,356 shares; 2025Q4: 39,320 shares; 2026Q1: 40,584 shares; 2026Q2: 41,049 shares 41,049 $1.2M 0.58% +465 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,180 shares; 2025Q2: 4,717 shares; 2025Q3: 6,636 shares; 2025Q4: 8,454 shares; 2026Q1: 8,454 shares; 2026Q2: 8,673 shares 8,673 $1.19M 0.57% +219 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,527 shares; 2025Q1: 11,820 shares; 2025Q2: 13,822 shares; 2025Q3: 16,681 shares; 2025Q4: 17,004 shares; 2026Q1: 17,501 shares; 2026Q2: 16,699 shares 16,699 $1.17M 0.56% -802 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; 2024Q3: not loaded; 2024Q4: 18,110 shares; 2025Q1: 18,333 shares; 2025Q2: 18,986 shares; 2025Q3: 19,122 shares; 2025Q4: 19,117 shares; 2026Q1: 19,198 shares; 2026Q2: 18,930 shares 18,930 $1.09M 0.52% -268 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,484 shares; 2025Q1: 7,271 shares; 2025Q2: 7,039 shares; 2025Q3: 6,465 shares; 2025Q4: 6,181 shares; 2026Q1: 5,875 shares; 2026Q2: 5,717 shares 5,717 $1.08M 0.52% -158 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: not loaded; 2024Q4: 5,790 shares; 2025Q1: 6,561 shares; 2025Q2: 13,142 shares; 2025Q3: 15,006 shares; 2025Q4: 15,486 shares; 2026Q1: 17,201 shares; 2026Q2: 18,851 shares 18,851 $1.06M 0.51% +1,650 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,414 shares; 2025Q1: 2,416 shares; 2025Q2: 2,321 shares; 2025Q3: 2,318 shares; 2025Q4: 2,255 shares; 2026Q1: 2,209 shares; 2026Q2: 8,433 shares 8,433 $1.05M 0.5% +6,224 Timeline AVSC AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 10,591 shares; 2025Q1: 11,739 shares; 2025Q2: 12,892 shares; 2025Q3: 12,860 shares; 2025Q4: 13,012 shares; 2026Q1: 14,295 shares; 2026Q2: 13,737 shares 13,737 $1.01M 0.48% -558 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 30,002 shares; 2025Q1: 27,103 shares; 2025Q2: 27,195 shares; 2025Q3: 27,115 shares; 2025Q4: 26,901 shares; 2026Q1: 24,665 shares; 2026Q2: 22,732 shares 22,732 $962K 0.46% -1,933 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,954 shares; 2025Q1: 1,955 shares; 2025Q2: 2,902 shares; 2025Q3: 3,013 shares; 2025Q4: 3,034 shares; 2026Q1: 3,187 shares; 2026Q2: 2,644 shares 2,644 $945K 0.45% -543 Timeline FBCG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 14,516 shares 14,516 $902K 0.43% new 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; 2024Q3: not loaded; 2024Q4: 12,046 shares; 2025Q1: 16,833 shares; 2025Q2: 16,121 shares; 2025Q3: 19,981 shares; 2025Q4: 22,439 shares; 2026Q1: 24,221 shares; 2026Q2: 20,704 shares 20,704 $864K 0.41% -3,517 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 11,824 shares; 2025Q1: 12,834 shares; 2025Q2: 13,492 shares; 2025Q3: 14,093 shares; 2025Q4: 14,717 shares; 2026Q1: 17,188 shares; 2026Q2: 17,322 shares 17,322 $813K 0.39% +134 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,659 shares; 2025Q3: 3,488 shares; 2025Q4: 4,487 shares; 2026Q1: 4,489 shares; 2026Q2: 4,528 shares 4,528 $809K 0.39% +39 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 11,336 shares; 2025Q1: 11,285 shares; 2025Q2: 11,330 shares; 2025Q3: 11,344 shares; 2025Q4: 11,338 shares; 2026Q1: 11,281 shares; 2026Q2: 11,185 shares 11,185 $805K 0.39% -96 Timeline BUFR 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 loaded; 2024Q4: 17,995 shares; 2025Q1: 19,350 shares; 2025Q2: 19,571 shares; 2025Q3: 20,053 shares; 2025Q4: 20,502 shares; 2026Q1: 22,044 shares; 2026Q2: 21,599 shares 21,599 $789K 0.38% -445 Timeline CDC VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 13,560 shares; 2025Q1: 13,194 shares; 2025Q2: 13,063 shares; 2025Q3: 11,738 shares; 2025Q4: 11,302 shares; 2026Q1: 10,895 shares; 2026Q2: 10,242 shares 10,242 $762K 0.37% -653 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 11,487 shares; 2025Q1: 14,751 shares; 2025Q2: 13,557 shares; 2025Q3: 15,333 shares; 2025Q4: 15,790 shares; 2026Q1: 16,362 shares; 2026Q2: 16,203 shares 16,203 $746K 0.36% -159 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: not loaded; 2024Q4: 2,064 shares; 2025Q1: 1,985 shares; 2025Q2: 1,980 shares; 2025Q3: 2,118 shares; 2025Q4: 2,157 shares; 2026Q1: 2,375 shares; 2026Q2: 2,000 shares 2,000 $746K 0.36% -375 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,921 shares; 2025Q1: 9,193 shares; 2025Q2: 10,585 shares; 2025Q3: 11,408 shares; 2025Q4: 11,545 shares; 2026Q1: 11,887 shares; 2026Q2: 12,479 shares 12,479 $736K 0.35% +592 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,065 shares; 2025Q1: 3,079 shares; 2025Q2: 2,971 shares; 2025Q3: 2,938 shares; 2025Q4: 2,949 shares; 2026Q1: 2,959 shares; 2026Q2: 2,968 shares 2,968 $719K 0.35% +9 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,819 shares; 2025Q1: 3,776 shares; 2025Q2: 3,017 shares; 2025Q3: 3,038 shares; 2025Q4: 3,250 shares; 2026Q1: 3,579 shares; 2026Q2: 3,293 shares 3,293 $718K 0.34% -286 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,389 shares; 2025Q1: 2,390 shares; 2025Q2: 2,392 shares; 2025Q3: 2,411 shares; 2025Q4: 2,387 shares; 2026Q1: 2,397 shares; 2026Q2: 2,398 shares 2,398 $715K 0.34% +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; 2024Q3: not loaded; 2024Q4: 24,252 shares; 2025Q1: 27,693 shares; 2025Q2: 28,702 shares; 2025Q3: 6,419 shares; 2025Q4: 6,174 shares; 2026Q1: 6,282 shares; 2026Q2: 6,446 shares 6,446 $711K 0.34% +164 Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,605 shares; 2025Q1: 6,244 shares; 2025Q2: 7,481 shares; 2025Q3: 8,458 shares; 2025Q4: 9,114 shares; 2026Q1: 10,509 shares; 2026Q2: 10,493 shares 10,493 $709K 0.34% -16 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 11,187 shares; 2025Q1: 11,752 shares; 2025Q2: 10,999 shares; 2025Q3: 10,832 shares; 2025Q4: 11,592 shares; 2026Q1: 12,004 shares; 2026Q2: 11,696 shares 11,696 $698K 0.34% -308 Timeline VTC VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,467 shares; 2025Q1: 6,726 shares; 2025Q2: 7,601 shares; 2025Q3: 8,476 shares; 2025Q4: 8,594 shares; 2026Q1: 8,636 shares; 2026Q2: 9,087 shares 9,087 $698K 0.33% +451 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,779 shares; 2025Q1: 13,885 shares; 2025Q2: 13,444 shares; 2025Q3: 11,384 shares; 2025Q4: 9,175 shares; 2026Q1: 8,978 shares; 2026Q2: 8,487 shares 8,487 $697K 0.33% -491 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: not loaded; 2024Q4: 4,176 shares; 2025Q1: 12,050 shares; 2025Q2: 11,899 shares; 2025Q3: 10,224 shares; 2025Q4: 7,953 shares; 2026Q1: 6,685 shares; 2026Q2: 6,684 shares 6,684 $694K 0.33% -1 Timeline OMFL INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,404 shares; 2025Q1: 9,283 shares; 2025Q2: 9,338 shares; 2025Q3: 9,609 shares; 2025Q4: 9,885 shares; 2026Q1: 10,378 shares; 2026Q2: 10,050 shares 10,050 $689K 0.33% -328 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 13,833 shares; 2025Q1: 13,090 shares; 2025Q2: 12,840 shares; 2025Q3: 13,233 shares; 2025Q4: 13,188 shares; 2026Q1: 12,858 shares; 2026Q2: 12,864 shares 12,864 $665K 0.32% +6 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: not loaded; 2024Q4: 4,773 shares; 2025Q1: 4,726 shares; 2025Q2: 4,727 shares; 2025Q3: 4,728 shares; 2025Q4: 4,691 shares; 2026Q1: 4,486 shares; 2026Q2: 4,666 shares 4,666 $662K 0.32% +180 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,374 shares 7,374 $658K 0.32% new Timeline WTMF WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,643 shares; 2025Q1: 12,010 shares; 2025Q2: 11,373 shares; 2025Q3: 14,820 shares; 2025Q4: 15,486 shares; 2026Q1: 16,345 shares; 2026Q2: 15,891 shares 15,891 $649K 0.31% -454 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,025 shares; 2026Q2: 6,566 shares 6,566 $634K 0.3% +2,541 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; 2024Q3: not loaded; 2024Q4: 1,942 shares; 2025Q1: 1,845 shares; 2025Q2: 1,777 shares; 2025Q3: 1,779 shares; 2025Q4: 1,726 shares; 2026Q1: 1,738 shares; 2026Q2: 1,731 shares 1,731 $633K 0.3% -7 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,608 shares; 2025Q1: 1,589 shares; 2025Q2: 1,603 shares; 2025Q3: 1,631 shares; 2025Q4: 1,622 shares; 2026Q1: 1,552 shares; 2026Q2: 1,498 shares 1,498 $622K 0.3% -54 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; 2024Q3: not loaded; 2024Q4: 3,246 shares; 2025Q1: 3,291 shares; 2025Q2: 3,011 shares; 2025Q3: 2,950 shares; 2025Q4: 2,861 shares; 2026Q1: 2,627 shares; 2026Q2: 2,512 shares 2,512 $610K 0.29% -115 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 loaded; 2024Q4: 8,411 shares; 2025Q1: 8,436 shares; 2025Q2: 7,997 shares; 2025Q3: 7,599 shares; 2025Q4: 7,468 shares; 2026Q1: 7,208 shares; 2026Q2: 7,071 shares 7,071 $605K 0.29% -137 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,994 shares; 2025Q1: 2,998 shares; 2025Q2: 3,005 shares; 2025Q3: 3,050 shares; 2025Q4: 3,225 shares; 2026Q1: 3,246 shares; 2026Q2: 3,250 shares 3,250 $600K 0.29% +4 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 14,787 shares; 2025Q2: 14,502 shares; 2025Q3: 13,174 shares; 2025Q4: 9,289 shares; 2026Q1: 11,270 shares; 2026Q2: 11,245 shares 11,245 $598K 0.29% -25 Timeline SBND 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; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 26,982 shares; 2026Q1: 27,541 shares; 2026Q2: 30,432 shares 30,432 $572K 0.27% +2,891 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,964 shares; 2025Q4: 26,484 shares; 2026Q1: 26,394 shares; 2026Q2: 27,470 shares 27,470 $539K 0.26% +1,076 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,376 shares; 2025Q4: 25,376 shares; 2026Q1: 25,289 shares; 2026Q2: 26,330 shares 26,330 $536K 0.26% +1,041 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,459 shares; 2025Q1: 6,595 shares; 2025Q2: 7,005 shares; 2025Q3: 6,951 shares; 2025Q4: 6,610 shares; 2026Q1: 6,583 shares; 2026Q2: 6,487 shares 6,487 $536K 0.26% -96 Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,747 shares; 2025Q4: 27,771 shares; 2026Q1: 27,676 shares; 2026Q2: 28,810 shares 28,810 $535K 0.26% +1,134 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,053 shares; 2025Q4: 26,666 shares; 2026Q1: 26,577 shares; 2026Q2: 27,367 shares 27,367 $534K 0.26% +790 Timeline BSCU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,573 shares; 2025Q4: 30,948 shares; 2026Q1: 30,844 shares; 2026Q2: 32,101 shares 32,101 $534K 0.26% +1,257 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,870 shares; 2025Q1: 5,966 shares; 2025Q2: 5,968 shares; 2025Q3: 5,945 shares; 2025Q4: 11,895 shares; 2026Q1: 11,807 shares; 2026Q2: 11,722 shares 11,722 $531K 0.26% -85 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,017 shares; 2025Q1: 4,020 shares; 2025Q2: 4,025 shares; 2025Q3: 4,038 shares; 2025Q4: 4,031 shares; 2026Q1: 4,047 shares; 2026Q2: 4,049 shares 4,049 $511K 0.25% +2 Timeline BSCV INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,472 shares; 2025Q4: 30,029 shares; 2026Q1: 29,923 shares; 2026Q2: 31,187 shares 31,187 $511K 0.25% +1,264 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 loaded; 2024Q4: 925 shares; 2025Q1: 821 shares; 2025Q2: 753 shares; 2025Q3: 754 shares; 2025Q4: 745 shares; 2026Q1: 712 shares; 2026Q2: 672 shares 672 $503K 0.24% -40 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,467 shares; 2025Q1: 6,477 shares; 2025Q2: 6,555 shares; 2025Q3: 6,639 shares; 2025Q4: 6,513 shares; 2026Q1: 6,667 shares; 2026Q2: 6,081 shares 6,081 $503K 0.24% -586 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,298 shares; 2025Q1: 4,333 shares; 2025Q2: 6,872 shares; 2025Q3: 7,172 shares; 2025Q4: 7,223 shares; 2026Q1: 8,954 shares; 2026Q2: 9,524 shares 9,524 $482K 0.23% +570 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: not loaded; 2024Q4: 2,228 shares; 2025Q1: 2,231 shares; 2025Q2: 2,122 shares; 2025Q3: 2,209 shares; 2025Q4: 2,176 shares; 2026Q1: 2,540 shares; 2026Q2: 1,468 shares 1,468 $481K 0.23% -1,072 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,770 shares; 2025Q1: 1,847 shares; 2025Q2: 1,780 shares; 2025Q3: 1,809 shares; 2025Q4: 1,809 shares; 2026Q1: 1,914 shares; 2026Q2: 1,905 shares 1,905 $462K 0.22% -9 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 loaded; 2024Q4: 1,771 shares; 2025Q1: 1,775 shares; 2025Q2: 1,687 shares; 2025Q3: 1,815 shares; 2025Q4: 1,776 shares; 2026Q1: 1,821 shares; 2026Q2: 1,832 shares 1,832 $461K 0.22% +11 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,898 shares; 2026Q1: 3,076 shares; 2026Q2: 5,803 shares 5,803 $452K 0.22% +2,727 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 loaded; 2024Q4: 8,263 shares; 2025Q1: 8,210 shares; 2025Q2: 8,341 shares; 2025Q3: 8,386 shares; 2025Q4: 9,472 shares; 2026Q1: 9,466 shares; 2026Q2: 9,273 shares 9,273 $449K 0.22% -193 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: not loaded; 2024Q4: 4,873 shares; 2025Q1: 4,966 shares; 2025Q2: 5,056 shares; 2025Q3: 5,193 shares; 2025Q4: 4,845 shares; 2026Q1: 4,951 shares; 2026Q2: 3,236 shares 3,236 $442K 0.21% -1,715 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; 2024Q3: not loaded; 2024Q4: 8,597 shares; 2025Q1: 7,645 shares; 2025Q2: 7,666 shares; 2025Q3: 7,406 shares; 2025Q4: 7,030 shares; 2026Q1: 6,198 shares; 2026Q2: 6,093 shares 6,093 $436K 0.21% -105 Timeline WTV WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,944 shares; 2026Q2: 4,252 shares 4,252 $433K 0.21% +1,308 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,881 shares; 2025Q1: 5,899 shares; 2025Q2: 4,679 shares; 2025Q3: 4,628 shares; 2025Q4: 4,120 shares; 2026Q1: 4,111 shares; 2026Q2: 3,962 shares 3,962 $432K 0.21% -149 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,413 shares; 2025Q1: 8,451 shares; 2025Q2: 9,260 shares; 2025Q3: 8,776 shares; 2025Q4: 9,615 shares; 2026Q1: 9,781 shares; 2026Q2: 7,438 shares 7,438 $424K 0.2% -2,343 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 loaded; 2024Q4: not reported; 2025Q1: 10,970 shares; 2025Q2: 10,734 shares; 2025Q3: 8,737 shares; 2025Q4: 4,877 shares; 2026Q1: 4,754 shares; 2026Q2: 4,473 shares 4,473 $423K 0.2% -281 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,467 shares; 2025Q1: 1,494 shares; 2025Q2: 1,293 shares; 2025Q3: 1,293 shares; 2025Q4: 1,360 shares; 2026Q1: 1,277 shares; 2026Q2: 1,133 shares 1,133 $419K 0.2% -144 Timeline FESM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,005 shares; 2026Q2: 8,430 shares 8,430 $407K 0.2% +1,425 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,558 shares; 2025Q1: 2,585 shares; 2025Q2: 2,655 shares; 2025Q3: 2,672 shares; 2025Q4: 2,745 shares; 2026Q1: 3,184 shares; 2026Q2: 3,636 shares 3,636 $391K 0.19% +452 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: not loaded; 2024Q4: 12,518 shares; 2025Q1: 12,040 shares; 2025Q2: 12,086 shares; 2025Q3: 11,663 shares; 2025Q4: 11,673 shares; 2026Q1: 11,525 shares; 2026Q2: 11,512 shares 11,512 $390K 0.19% -13 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,087 shares; 2025Q1: 5,113 shares; 2025Q2: 4,792 shares; 2025Q3: 4,833 shares; 2025Q4: 4,887 shares; 2026Q1: 5,826 shares; 2026Q2: 7,569 shares 7,569 $383K 0.18% +1,743 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 loaded; 2024Q4: 1,413 shares; 2025Q1: 1,287 shares; 2025Q2: 1,292 shares; 2025Q3: 1,317 shares; 2025Q4: 1,637 shares; 2026Q1: 1,657 shares; 2026Q2: 1,408 shares 1,408 $381K 0.18% -249 Timeline UCON 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 loaded; 2024Q4: 10,297 shares; 2025Q1: 11,581 shares; 2025Q2: 12,067 shares; 2025Q3: 12,557 shares; 2025Q4: 13,058 shares; 2026Q1: 15,022 shares; 2026Q2: 15,187 shares 15,187 $378K 0.18% +165 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,085 shares; 2025Q3: 1,142 shares; 2025Q4: 1,162 shares; 2026Q1: 1,162 shares; 2026Q2: 782 shares 782 $373K 0.18% -380 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 21,144 shares; 2025Q1: 20,728 shares; 2025Q2: 19,475 shares; 2025Q3: 19,272 shares; 2025Q4: 19,042 shares; 2026Q1: 18,291 shares; 2026Q2: 17,789 shares 17,789 $368K 0.18% -502 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,970 shares; 2026Q2: 1,936 shares 1,936 $367K 0.18% -34 Timeline INEQ 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; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,530 shares; 2026Q1: 5,809 shares; 2026Q2: 9,521 shares 9,521 $367K 0.18% +3,712 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,116 shares; 2025Q1: 11,316 shares; 2025Q2: 10,775 shares; 2025Q3: 8,940 shares; 2025Q4: 5,335 shares; 2026Q1: 4,842 shares; 2026Q2: 4,441 shares 4,441 $355K 0.17% -401 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 9,269 shares; 2025Q2: 9,497 shares; 2025Q3: 6,836 shares; 2025Q4: 4,251 shares; 2026Q1: 4,077 shares; 2026Q2: 4,280 shares 4,280 $355K 0.17% +203 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,719 shares; 2025Q1: 6,680 shares; 2025Q2: 6,344 shares; 2025Q3: 6,283 shares; 2025Q4: 6,290 shares; 2026Q1: 6,355 shares; 2026Q2: 8,527 shares 8,527 $347K 0.17% +2,172 Timeline SMH 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 528 shares; 2026Q2: 528 shares 528 $346K 0.17% 0 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; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 845 shares; 2026Q2: 1,086 shares 1,086 $333K 0.16% +241 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,603 shares; 2025Q3: 1,603 shares; 2025Q4: 1,603 shares; 2026Q1: 1,603 shares; 2026Q2: 1,603 shares 1,603 $332K 0.16% 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; 2024Q3: not loaded; 2024Q4: 1,252 shares; 2025Q1: 1,298 shares; 2025Q2: 1,150 shares; 2025Q3: 1,212 shares; 2025Q4: 1,007 shares; 2026Q1: 981 shares; 2026Q2: 789 shares 789 $332K 0.16% -192 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 608 shares; 2025Q1: 608 shares; 2025Q2: 695 shares; 2025Q3: 762 shares; 2025Q4: 727 shares; 2026Q1: 729 shares; 2026Q2: 585 shares 585 $330K 0.16% -144 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,213 shares 6,213 $317K 0.15% new Timeline DTH WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,595 shares; 2025Q1: 7,485 shares; 2025Q2: 6,890 shares; 2025Q3: 6,717 shares; 2025Q4: 6,339 shares; 2026Q1: 6,060 shares; 2026Q2: 5,787 shares 5,787 $313K 0.15% -273 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,944 shares 3,944 $302K 0.15% new Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,151 shares; 2025Q1: 2,153 shares; 2025Q2: 2,172 shares; 2025Q3: 2,117 shares; 2025Q4: 2,122 shares; 2026Q1: 1,952 shares; 2026Q2: 1,955 shares 1,955 $302K 0.14% +3 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,672 shares; 2025Q1: 1,553 shares; 2025Q2: 1,556 shares; 2025Q3: 1,559 shares; 2025Q4: 1,610 shares; 2026Q1: 1,672 shares; 2026Q2: 1,675 shares 1,675 $301K 0.14% +3 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,142 shares; 2026Q2: 3,241 shares 3,241 $297K 0.14% +99 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,251 shares 3,251 $297K 0.14% new 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; 2024Q3: not loaded; 2024Q4: 3,031 shares; 2025Q1: 3,047 shares; 2025Q2: 2,967 shares; 2025Q3: 2,986 shares; 2025Q4: 3,095 shares; 2026Q1: 3,070 shares; 2026Q2: 2,992 shares 2,992 $288K 0.14% -78 Timeline IQDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 16,601 shares; 2025Q1: 9,322 shares; 2025Q2: 5,539 shares; 2025Q3: 5,466 shares; 2025Q4: 5,807 shares; 2026Q1: 5,874 shares; 2026Q2: 6,551 shares 6,551 $282K 0.14% +677 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,554 shares 10,554 $280K 0.13% new Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,068 shares; 2025Q1: 1,029 shares; 2025Q2: 898 shares; 2025Q3: 889 shares; 2025Q4: 960 shares; 2026Q1: 818 shares; 2026Q2: 3,338 shares 3,338 $269K 0.13% +2,520 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 loaded; 2024Q4: 1,257 shares; 2025Q1: 1,253 shares; 2025Q2: 1,142 shares; 2025Q3: 1,205 shares; 2025Q4: 1,180 shares; 2026Q1: 893 shares; 2026Q2: 887 shares 887 $266K 0.13% -6 Timeline JQUA 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,329 shares; 2026Q1: 3,493 shares; 2026Q2: 3,633 shares 3,633 $263K 0.13% +140 Timeline BLV 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,807 shares 3,807 $262K 0.13% new Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,732 shares 2,732 $256K 0.12% new Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,560 shares; 2025Q1: 3,595 shares; 2025Q2: 2,194 shares; 2025Q3: 2,210 shares; 2025Q4: 2,233 shares; 2026Q1: 2,234 shares; 2026Q2: 1,532 shares 1,532 $252K 0.12% -702 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 348 shares 348 $251K 0.12% new Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,358 shares 5,358 $251K 0.12% new Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 430 shares 430 $250K 0.12% new Timeline FMAG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,678 shares 6,678 $246K 0.12% new Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 13,404 shares; 2025Q1: 13,122 shares; 2025Q2: 10,585 shares; 2025Q3: 11,171 shares; 2025Q4: 10,630 shares; 2026Q1: 10,645 shares; 2026Q2: 10,680 shares 10,680 $243K 0.12% +35 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; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 3,106 shares; 2025Q2: 3,580 shares; 2025Q3: 4,080 shares; 2025Q4: 3,896 shares; 2026Q1: 3,107 shares; 2026Q2: 2,147 shares 2,147 $242K 0.12% -960 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 loaded; 2024Q4: 1,771 shares; 2025Q1: 1,645 shares; 2025Q2: 1,475 shares; 2025Q3: 1,542 shares; 2025Q4: 1,525 shares; 2026Q1: 1,676 shares; 2026Q2: 1,449 shares 1,449 $240K 0.12% -227 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,048 shares 2,048 $240K 0.12% new Timeline SCYB 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,662 shares; 2026Q1: 8,669 shares; 2026Q2: 9,093 shares 9,093 $238K 0.11% +424 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,150 shares; 2025Q1: 6,177 shares; 2025Q2: 5,940 shares; 2025Q3: 6,010 shares; 2025Q4: 5,992 shares; 2026Q1: 6,084 shares; 2026Q2: 5,908 shares 5,908 $238K 0.11% -176 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,822 shares; 2025Q1: 2,845 shares; 2025Q2: 2,706 shares; 2025Q3: 2,743 shares; 2025Q4: 2,790 shares; 2026Q1: 2,813 shares; 2026Q2: 2,445 shares 2,445 $236K 0.11% -368 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,195 shares; 2025Q3: 1,240 shares; 2025Q4: not reported; 2026Q1: 1,262 shares; 2026Q2: 1,270 shares 1,270 $230K 0.11% +8 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,098 shares; 2025Q4: 983 shares; 2026Q1: 1,083 shares; 2026Q2: 646 shares 646 $228K 0.11% -437 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,817 shares 3,817 $225K 0.11% new 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; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,134 shares 1,134 $224K 0.11% new 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,987 shares; 2025Q4: 1,871 shares; 2026Q1: 2,021 shares; 2026Q2: 1,964 shares 1,964 $222K 0.11% -57 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,038 shares; 2025Q3: 12,038 shares; 2025Q4: 12,041 shares; 2026Q1: 12,000 shares; 2026Q2: 12,000 shares 12,000 $221K 0.11% 0 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 860 shares 860 $220K 0.11% new Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 967 shares 967 $220K 0.11% new Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,683 shares; 2025Q1: 7,550 shares; 2025Q2: 7,348 shares; 2025Q3: 7,476 shares; 2025Q4: 7,434 shares; 2026Q1: 7,435 shares; 2026Q2: 7,168 shares 7,168 $219K 0.1% -267 Timeline UBND VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,968 shares 9,968 $217K 0.1% new Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,804 shares; 2025Q1: 2,800 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,010 shares 2,010 $214K 0.1% new 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; 2024Q3: not loaded; 2024Q4: 4,511 shares; 2025Q1: 4,817 shares; 2025Q2: 6,023 shares; 2025Q3: 6,672 shares; 2025Q4: 6,408 shares; 2026Q1: 5,357 shares; 2026Q2: 3,616 shares 3,616 $209K 0.1% -1,741 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 547 shares; 2025Q4: 557 shares; 2026Q1: not reported; 2026Q2: 504 shares 504 $206K 0.1% new Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,979 shares; 2025Q1: 2,794 shares; 2025Q2: 2,799 shares; 2025Q3: 2,817 shares; 2025Q4: 2,856 shares; 2026Q1: 2,861 shares; 2026Q2: 2,436 shares 2,436 $206K 0.1% -425 Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 723 shares; 2025Q3: 723 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,228 shares 1,228 $203K 0.1% new Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,804 shares; 2025Q2: 3,000 shares; 2025Q3: 3,089 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,095 shares 2,095 $202K 0.1% new 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,059 shares; 2026Q1: 1,119 shares; 2026Q2: 795 shares 795 $202K 0.1% -324 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,429 shares; 2025Q1: 2,333 shares; 2025Q2: 1,675 shares; 2025Q3: 1,653 shares; 2025Q4: 1,618 shares; 2026Q1: not reported; 2026Q2: 1,369 shares 1,369 $200K 0.1% new Timeline CRNT CERAGON NETWORKS LTD More: the full row for CERAGON NETWORKS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,744 shares; 2025Q3: 10,744 shares; 2025Q4: 10,744 shares; 2026Q1: 10,744 shares; 2026Q2: 10,744 shares 10,744 $27.8K 0.01% 0 Timeline