DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 126,071 shares; 2024Q4: 145,367 shares; 2025Q1: 158,165 shares; 2025Q2: 172,359 shares; 2025Q3: 193,724 shares; 2025Q4: 193,030 shares; 2026Q1: 203,008 shares; 2026Q2: 206,369 shares 206,369 $19.7M 13.68% +3,361 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 135,388 shares; 2024Q4: 132,973 shares; 2025Q1: 132,196 shares; 2025Q2: 119,008 shares; 2025Q3: 103,524 shares; 2025Q4: 103,390 shares; 2026Q1: 102,596 shares; 2026Q2: 105,069 shares 105,069 $10.9M 7.57% +2,473 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: 382,615 shares; 2024Q4: 418,970 shares; 2025Q1: 437,245 shares; 2025Q2: 425,129 shares; 2025Q3: 365,053 shares; 2025Q4: 361,116 shares; 2026Q1: 355,244 shares; 2026Q2: 357,500 shares 357,500 $8.89M 6.17% +2,256 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; 2024Q3: 3,454 shares; 2024Q4: 10,362 shares; 2025Q1: 12,462 shares; 2025Q2: 181,711 shares; 2025Q3: 224,918 shares; 2025Q4: 229,465 shares; 2026Q1: 236,154 shares; 2026Q2: 243,240 shares 243,240 $7.56M 5.24% +7,086 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: 167,801 shares; 2024Q4: 184,818 shares; 2025Q1: 193,783 shares; 2025Q2: 211,111 shares; 2025Q3: 176,898 shares; 2025Q4: 174,343 shares; 2026Q1: 165,056 shares; 2026Q2: 169,039 shares 169,039 $6.86M 4.76% +3,983 Timeline GPIX GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 46,208 shares; 2025Q1: 55,204 shares; 2025Q2: 62,901 shares; 2025Q3: 115,052 shares; 2025Q4: 115,905 shares; 2026Q1: 108,097 shares; 2026Q2: 110,235 shares 110,235 $6.13M 4.25% +2,138 Timeline JSCP J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 119,361 shares; 2026Q2: 122,458 shares 122,458 $5.77M 4% +3,097 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: 26,119 shares; 2024Q4: 26,122 shares; 2025Q1: 25,327 shares; 2025Q2: 25,984 shares; 2025Q3: 24,635 shares; 2025Q4: 25,312 shares; 2026Q1: 25,515 shares; 2026Q2: 24,246 shares 24,246 $4.85M 3.36% -1,269 Timeline FTC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,530 shares; 2024Q4: 3,531 shares; 2025Q1: 3,421 shares; 2025Q2: 4,022 shares; 2025Q3: 12,254 shares; 2025Q4: 12,067 shares; 2026Q1: 21,127 shares; 2026Q2: 21,706 shares 21,706 $4.21M 2.92% +579 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 80,403 shares; 2026Q2: 85,992 shares 85,992 $3.93M 2.73% +5,589 Timeline AFLG 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: 22,846 shares; 2024Q4: 37,449 shares; 2025Q1: 43,635 shares; 2025Q2: 53,813 shares; 2025Q3: 67,232 shares; 2025Q4: 67,139 shares; 2026Q1: 83,005 shares; 2026Q2: 85,564 shares 85,564 $3.72M 2.58% +2,559 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: 48,510 shares; 2024Q4: 54,302 shares; 2025Q1: 66,571 shares; 2025Q2: 70,307 shares; 2025Q3: 73,916 shares; 2025Q4: 74,595 shares; 2026Q1: 74,618 shares; 2026Q2: 77,749 shares 77,749 $3.24M 2.25% +3,131 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: 9,884 shares; 2024Q4: 9,712 shares; 2025Q1: 9,617 shares; 2025Q2: 9,704 shares; 2025Q3: 28,750 shares; 2025Q4: 9,744 shares; 2026Q1: 9,629 shares; 2026Q2: 9,577 shares 9,577 $2.77M 1.92% -52 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: 1,554 shares; 2024Q4: 1,617 shares; 2025Q1: 1,617 shares; 2025Q2: 3,608 shares; 2025Q3: 2,530 shares; 2025Q4: 2,465 shares; 2026Q1: 3,203 shares; 2026Q2: 3,872 shares 3,872 $2.66M 1.84% +669 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,294 shares; 2024Q4: 26,703 shares; 2025Q1: 27,849 shares; 2025Q2: 25,379 shares; 2025Q3: 27,656 shares; 2025Q4: 27,407 shares; 2026Q1: 31,925 shares; 2026Q2: 33,248 shares 33,248 $2.51M 1.74% +1,323 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: 35,535 shares; 2024Q4: 38,972 shares; 2025Q1: 42,821 shares; 2025Q2: 47,280 shares; 2025Q3: 49,972 shares; 2025Q4: 54,653 shares; 2026Q1: 55,630 shares; 2026Q2: 59,819 shares 59,819 $2.47M 1.71% +4,189 Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,483 shares; 2024Q4: 46,436 shares; 2025Q1: 55,642 shares; 2025Q2: 65,345 shares; 2025Q3: 64,580 shares; 2025Q4: 64,311 shares; 2026Q1: 72,141 shares; 2026Q2: 74,107 shares 74,107 $2.18M 1.51% +1,966 Timeline FCEF 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: 14,272 shares; 2024Q4: 25,098 shares; 2025Q1: 29,410 shares; 2025Q2: 38,514 shares; 2025Q3: 60,004 shares; 2025Q4: 60,686 shares; 2026Q1: 84,131 shares; 2026Q2: 88,372 shares 88,372 $2.13M 1.47% +4,241 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,503 shares; 2025Q4: 8,692 shares; 2026Q1: 14,752 shares; 2026Q2: 15,535 shares 15,535 $2.07M 1.44% +783 Timeline SPMO 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,760 shares; 2025Q3: 13,679 shares; 2025Q4: 14,367 shares; 2026Q1: 9,225 shares; 2026Q2: 11,443 shares 11,443 $1.85M 1.28% +2,218 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; 2024Q3: 71,114 shares; 2024Q4: 80,851 shares; 2025Q1: 86,365 shares; 2025Q2: 67,175 shares; 2025Q3: 44,618 shares; 2025Q4: 44,270 shares; 2026Q1: 42,037 shares; 2026Q2: 42,639 shares 42,639 $1.82M 1.26% +602 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,181 shares; 2025Q4: 18,483 shares; 2026Q1: 31,307 shares; 2026Q2: 33,023 shares 33,023 $1.74M 1.21% +1,716 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,924 shares; 2024Q4: 24,986 shares; 2025Q1: 26,904 shares; 2025Q2: 28,116 shares; 2025Q3: 31,675 shares; 2025Q4: 31,684 shares; 2026Q1: 29,301 shares; 2026Q2: 30,166 shares 30,166 $1.56M 1.08% +865 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: 17,559 shares; 2024Q4: 20,350 shares; 2025Q1: 21,866 shares; 2025Q2: 25,553 shares; 2025Q3: 28,693 shares; 2025Q4: 28,627 shares; 2026Q1: 30,197 shares; 2026Q2: 30,524 shares 30,524 $1.55M 1.07% +327 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: 4,120 shares; 2024Q4: 4,113 shares; 2025Q1: 4,135 shares; 2025Q2: 4,322 shares; 2025Q3: 5,242 shares; 2025Q4: 4,337 shares; 2026Q1: 4,165 shares; 2026Q2: 4,187 shares 4,187 $1.5M 1.04% +22 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: 11,593 shares; 2024Q4: 36,148 shares; 2025Q1: 36,333 shares; 2025Q2: 39,029 shares; 2025Q3: 40,482 shares; 2025Q4: 42,574 shares; 2026Q1: 43,562 shares; 2026Q2: 44,999 shares 44,999 $1.43M 0.99% +1,437 Timeline FMHI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 12,396 shares; 2025Q1: 16,446 shares; 2025Q2: 20,615 shares; 2025Q3: 23,624 shares; 2025Q4: 23,502 shares; 2026Q1: 29,877 shares; 2026Q2: 29,177 shares 29,177 $1.41M 0.98% -700 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: 22,241 shares; 2024Q4: 22,392 shares; 2025Q1: 20,925 shares; 2025Q2: 20,667 shares; 2025Q3: 20,558 shares; 2025Q4: 23,044 shares; 2026Q1: 27,670 shares; 2026Q2: 29,968 shares 29,968 $1.33M 0.92% +2,298 Timeline WCMI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 31,064 shares; 2025Q4: 32,192 shares; 2026Q1: 58,453 shares; 2026Q2: 60,539 shares 60,539 $1.18M 0.82% +2,086 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,607 shares; 2024Q4: 5,232 shares; 2025Q1: 6,030 shares; 2025Q2: 6,760 shares; 2025Q3: 7,192 shares; 2025Q4: 8,103 shares; 2026Q1: 8,267 shares; 2026Q2: 8,858 shares 8,858 $1.11M 0.77% +591 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,255 shares 12,255 $1.08M 0.75% new Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,546 shares; 2024Q4: 10,197 shares; 2025Q1: 9,691 shares; 2025Q2: 8,250 shares; 2025Q3: 8,103 shares; 2025Q4: 7,579 shares; 2026Q1: 7,191 shares; 2026Q2: 6,791 shares 6,791 $1.07M 0.74% -400 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: 4,258 shares; 2024Q4: 4,237 shares; 2025Q1: 4,112 shares; 2025Q2: 4,317 shares; 2025Q3: 4,317 shares; 2025Q4: 4,317 shares; 2026Q1: 4,420 shares; 2026Q2: 4,427 shares 4,427 $1.06M 0.73% +7 Timeline FTSL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,474 shares; 2024Q4: 22,534 shares; 2025Q1: 24,589 shares; 2025Q2: 16,907 shares; 2025Q3: 18,587 shares; 2025Q4: 18,629 shares; 2026Q1: 21,243 shares; 2026Q2: 21,790 shares 21,790 $975K 0.68% +547 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,364 shares; 2024Q4: 36,945 shares; 2025Q1: 35,577 shares; 2025Q2: 34,005 shares; 2025Q3: 32,196 shares; 2025Q4: 32,002 shares; 2026Q1: 11,683 shares; 2026Q2: 10,261 shares 10,261 $964K 0.67% -1,422 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 33,702 shares; 2026Q2: 33,783 shares 33,783 $896K 0.62% +81 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,733 shares; 2024Q4: 25,473 shares; 2025Q1: 29,210 shares; 2025Q2: 32,818 shares; 2025Q3: 39,359 shares; 2025Q4: 39,631 shares; 2026Q1: 47,762 shares; 2026Q2: 49,597 shares 49,597 $887K 0.61% +1,835 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: 2,393 shares; 2024Q4: 2,394 shares; 2025Q1: 1,845 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,699 shares; 2026Q1: 5,776 shares; 2026Q2: 5,777 shares 5,777 $790K 0.55% +1 Timeline WCME FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,773 shares; 2025Q4: 20,616 shares; 2026Q1: 38,311 shares; 2026Q2: 39,761 shares 39,761 $779K 0.54% +1,450 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,551 shares; 2025Q4: 3,528 shares; 2026Q1: 15,445 shares; 2026Q2: 6,502 shares 6,502 $736K 0.51% -8,943 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 433 shares; 2025Q3: 433 shares; 2025Q4: 434 shares; 2026Q1: 3,523 shares; 2026Q2: 1,951 shares 1,951 $728K 0.5% -1,572 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,630 shares; 2024Q4: 8,656 shares; 2025Q1: 8,672 shares; 2025Q2: 8,692 shares; 2025Q3: 8,710 shares; 2025Q4: 8,726 shares; 2026Q1: 8,768 shares; 2026Q2: 8,786 shares 8,786 $720K 0.5% +18 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 105,956 shares; 2024Q4: 104,427 shares; 2025Q1: 123,989 shares; 2025Q2: 117,779 shares; 2025Q3: 103,716 shares; 2025Q4: 97,161 shares; 2026Q1: 17,015 shares; 2026Q2: 14,143 shares 14,143 $715K 0.5% -2,872 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,545 shares; 2024Q4: 21,720 shares; 2025Q1: 19,447 shares; 2025Q2: 18,828 shares; 2025Q3: 18,884 shares; 2025Q4: 18,951 shares; 2026Q1: 18,968 shares; 2026Q2: 19,067 shares 19,067 $702K 0.49% +99 Timeline FPX FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,565 shares; 2024Q4: 3,565 shares; 2025Q1: 3,512 shares; 2025Q2: 3,538 shares; 2025Q3: 3,480 shares; 2025Q4: 3,139 shares; 2026Q1: 3,086 shares; 2026Q2: 3,086 shares 3,086 $636K 0.44% 0 Timeline DFAW DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,935 shares; 2024Q4: 4,773 shares; 2025Q1: 5,191 shares; 2025Q2: 6,173 shares; 2025Q3: 6,910 shares; 2025Q4: 7,597 shares; 2026Q1: 7,616 shares; 2026Q2: 7,664 shares 7,664 $634K 0.44% +48 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: 1,369 shares; 2024Q4: 1,369 shares; 2025Q1: 1,205 shares; 2025Q2: 2,245 shares; 2025Q3: 2,261 shares; 2025Q4: 1,511 shares; 2026Q1: 1,581 shares; 2026Q2: 1,414 shares 1,414 $595K 0.41% -167 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: 5,080 shares; 2024Q4: 20,109 shares; 2025Q1: 19,482 shares; 2025Q2: 20,249 shares; 2025Q3: 19,059 shares; 2025Q4: 17,076 shares; 2026Q1: 17,098 shares; 2026Q2: 17,000 shares 17,000 $575K 0.4% -98 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,206 shares; 2026Q2: 7,206 shares 7,206 $550K 0.38% 0 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: 8,043 shares; 2024Q4: 7,952 shares; 2025Q1: 7,103 shares; 2025Q2: 6,508 shares; 2025Q3: 6,401 shares; 2025Q4: 6,372 shares; 2026Q1: 6,285 shares; 2026Q2: 6,297 shares 6,297 $519K 0.36% +12 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; 2024Q3: 6,929 shares; 2024Q4: 13,758 shares; 2025Q1: 11,811 shares; 2025Q2: 13,360 shares; 2025Q3: 14,003 shares; 2025Q4: 13,595 shares; 2026Q1: 12,754 shares; 2026Q2: 13,566 shares 13,566 $516K 0.36% +812 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; 2024Q3: not reported; 2024Q4: 7,688 shares; 2025Q1: 8,060 shares; 2025Q2: 8,887 shares; 2025Q3: 9,441 shares; 2025Q4: 10,636 shares; 2026Q1: 11,325 shares; 2026Q2: 12,203 shares 12,203 $496K 0.34% +878 Timeline GTLS CHART INDS INC More: the full row for CHART INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,635 shares; 2024Q4: 2,290 shares; 2025Q1: 2,275 shares; 2025Q2: 2,325 shares; 2025Q3: 2,275 shares; 2025Q4: 2,200 shares; 2026Q1: 2,200 shares; 2026Q2: 2,150 shares 2,150 $449K 0.31% -50 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,045 shares; 2025Q1: not reported; 2025Q2: 1,054 shares; 2025Q3: 1,974 shares; 2025Q4: 1,058 shares; 2026Q1: 1,044 shares; 2026Q2: 1,045 shares 1,045 $395K 0.27% +1 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,237 shares; 2024Q4: 4,237 shares; 2025Q1: 4,245 shares; 2025Q2: 4,623 shares; 2025Q3: 4,901 shares; 2025Q4: 4,931 shares; 2026Q1: 4,931 shares; 2026Q2: 4,931 shares 4,931 $392K 0.27% 0 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,057 shares; 2024Q4: 4,061 shares; 2025Q1: 3,960 shares; 2025Q2: 4,036 shares; 2025Q3: 3,801 shares; 2025Q4: 3,636 shares; 2026Q1: 3,510 shares; 2026Q2: 6,617 shares 6,617 $372K 0.26% +3,107 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,248 shares; 2024Q4: 35,248 shares; 2025Q1: 35,248 shares; 2025Q2: 35,248 shares; 2025Q3: 35,248 shares; 2025Q4: 35,248 shares; 2026Q1: 35,248 shares; 2026Q2: 35,298 shares 35,298 $371K 0.26% +50 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: 4,715 shares; 2024Q4: 4,733 shares; 2025Q1: 4,566 shares; 2025Q2: 3,381 shares; 2025Q3: 3,388 shares; 2025Q4: 3,396 shares; 2026Q1: 3,401 shares; 2026Q2: 3,407 shares 3,407 $367K 0.25% +6 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: 1,251 shares; 2024Q4: 1,252 shares; 2025Q1: 1,253 shares; 2025Q2: 1,264 shares; 2025Q3: 1,274 shares; 2025Q4: 1,232 shares; 2026Q1: 1,385 shares; 2026Q2: 1,395 shares 1,395 $351K 0.24% +10 Timeline FLTR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,359 shares; 2024Q4: 11,177 shares; 2025Q1: 11,402 shares; 2025Q2: 11,159 shares; 2025Q3: 11,510 shares; 2025Q4: 11,496 shares; 2026Q1: 12,583 shares; 2026Q2: 13,223 shares 13,223 $339K 0.23% +640 Timeline DFSU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,627 shares; 2025Q1: 6,627 shares; 2025Q2: 6,784 shares; 2025Q3: 7,230 shares; 2025Q4: 7,230 shares; 2026Q1: 7,230 shares; 2026Q2: 7,230 shares 7,230 $337K 0.23% 0 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,690 shares; 2026Q2: 2,691 shares 2,691 $316K 0.22% +1 Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,651 shares; 2024Q4: 3,651 shares; 2025Q1: 3,605 shares; 2025Q2: 3,605 shares; 2025Q3: 2,380 shares; 2025Q4: 2,297 shares; 2026Q1: 2,297 shares; 2026Q2: 2,297 shares 2,297 $309K 0.21% 0 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: 1,941 shares; 2024Q4: 1,830 shares; 2025Q1: 1,423 shares; 2025Q2: 1,423 shares; 2025Q3: 1,407 shares; 2025Q4: 1,424 shares; 2026Q1: 1,409 shares; 2026Q2: 1,410 shares 1,410 $307K 0.21% +1 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 402 shares; 2024Q4: 402 shares; 2025Q1: 402 shares; 2025Q2: 402 shares; 2025Q3: 402 shares; 2025Q4: 4,049 shares; 2026Q1: 4,020 shares; 2026Q2: 4,020 shares 4,020 $287K 0.2% 0 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,543 shares; 2026Q2: 1,543 shares 1,543 $279K 0.19% 0 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,761 shares; 2024Q4: 1,764 shares; 2025Q1: 1,768 shares; 2025Q2: 1,771 shares; 2025Q3: 1,775 shares; 2025Q4: 794 shares; 2026Q1: 796 shares; 2026Q2: 798 shares 798 $275K 0.19% +2 Timeline VNOM VIPER ENERGY INC More: the full row for VIPER ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,367 shares; 2025Q4: 6,367 shares; 2026Q1: 6,367 shares; 2026Q2: 6,367 shares 6,367 $270K 0.19% 0 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,289 shares; 2024Q4: 12,289 shares; 2025Q1: 12,408 shares; 2025Q2: 11,147 shares; 2025Q3: 11,152 shares; 2025Q4: 11,158 shares; 2026Q1: 10,179 shares; 2026Q2: 8,967 shares 8,967 $260K 0.18% -1,212 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 340 shares; 2025Q3: 341 shares; 2025Q4: 342 shares; 2026Q1: 343 shares; 2026Q2: 344 shares 344 $257K 0.18% +1 Timeline ONEO 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: 2,308 shares; 2024Q4: 2,314 shares; 2025Q1: 2,185 shares; 2025Q2: 2,268 shares; 2025Q3: 1,747 shares; 2025Q4: 1,658 shares; 2026Q1: 1,664 shares; 2026Q2: 1,668 shares 1,668 $255K 0.18% +4 Timeline FNX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,137 shares; 2024Q4: 2,138 shares; 2025Q1: 2,099 shares; 2025Q2: 2,096 shares; 2025Q3: 1,944 shares; 2025Q4: 1,658 shares; 2026Q1: 1,623 shares; 2026Q2: 1,625 shares 1,625 $238K 0.16% +2 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: 13,547 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,130 shares; 2026Q1: 2,133 shares; 2026Q2: 2,474 shares 2,474 $234K 0.16% +341 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,983 shares 4,983 $234K 0.16% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 351 shares 351 $230K 0.16% new Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,376 shares; 2024Q4: 5,306 shares; 2025Q1: 5,279 shares; 2025Q2: 5,275 shares; 2025Q3: 5,207 shares; 2025Q4: 4,645 shares; 2026Q1: 4,678 shares; 2026Q2: 4,644 shares 4,644 $223K 0.15% -34 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,528 shares; 2024Q4: not reported; 2025Q1: 1,558 shares; 2025Q2: 1,567 shares; 2025Q3: 1,576 shares; 2025Q4: 1,586 shares; 2026Q1: 1,696 shares; 2026Q2: 1,676 shares 1,676 $221K 0.15% -20 Timeline ACYN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,344 shares 10,344 $215K 0.15% new Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,014 shares; 2026Q1: 4,014 shares; 2026Q2: 4,014 shares 4,014 $215K 0.15% 0 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,340 shares; 2024Q4: 4,910 shares; 2025Q1: 4,910 shares; 2025Q2: 4,910 shares; 2025Q3: 4,430 shares; 2025Q4: 3,894 shares; 2026Q1: 3,794 shares; 2026Q2: 3,395 shares 3,395 $214K 0.15% -399 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,378 shares; 2024Q4: 1,378 shares; 2025Q1: 1,338 shares; 2025Q2: 1,338 shares; 2025Q3: 1,313 shares; 2025Q4: 1,157 shares; 2026Q1: 1,098 shares; 2026Q2: 1,043 shares 1,043 $203K 0.14% -55 Timeline HYLN HYLIION HOLDINGS CORP More: the full row for HYLIION HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,348 shares; 2024Q4: 25,966 shares; 2025Q1: 25,966 shares; 2025Q2: 25,966 shares; 2025Q3: 25,966 shares; 2025Q4: 25,966 shares; 2026Q1: 25,966 shares; 2026Q2: 25,966 shares 25,966 $135K 0.09% 0 Timeline