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; 2023Q4: not loaded; 2024Q1: 42,781 shares; 2024Q2: 56,053 shares; 2024Q3: 143,067 shares; 2024Q4: 141,574 shares; 2025Q1: 133,819 shares; 2025Q2: 139,614 shares; 2025Q3: 143,098 shares 143,098 $87.6M 14.57% +3,484 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: 10,900 shares; 2024Q2: 12,639 shares; 2024Q3: 20,244 shares; 2024Q4: 15,966 shares; 2025Q1: 15,388 shares; 2025Q2: 335,570 shares; 2025Q3: 426,171 shares 426,171 $39.8M 6.62% +90,601 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: 11,888 shares; 2024Q2: 34,368 shares; 2024Q3: 407,977 shares; 2024Q4: 238,807 shares; 2025Q1: 245,547 shares; 2025Q2: 242,393 shares; 2025Q3: 513,040 shares 513,040 $38.2M 6.34% +270,647 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; 2023Q4: not loaded; 2024Q1: 19,132 shares; 2024Q2: 37,264 shares; 2024Q3: 178,455 shares; 2024Q4: 725,182 shares; 2025Q1: 759,181 shares; 2025Q2: 793,461 shares; 2025Q3: 1,057,059 shares 1,057,059 $33.7M 5.61% +263,598 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; 2023Q4: not loaded; 2024Q1: 89,465 shares; 2024Q2: 90,051 shares; 2024Q3: 88,344 shares; 2024Q4: 87,412 shares; 2025Q1: 86,613 shares; 2025Q2: 86,771 shares; 2025Q3: 86,520 shares 86,520 $28.4M 4.72% -251 Timeline VFMF VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 165,537 shares 165,537 $23.9M 3.97% new Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: 169,474 shares; 2024Q2: 183,391 shares; 2024Q3: 180,093 shares; 2024Q4: 204,775 shares; 2025Q1: 214,094 shares; 2025Q2: 219,291 shares; 2025Q3: 320,958 shares 320,958 $21.9M 3.63% +101,667 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: 58,989 shares; 2024Q2: 68,327 shares; 2024Q3: 132,720 shares; 2024Q4: 132,908 shares; 2025Q1: 134,850 shares; 2025Q2: 137,666 shares; 2025Q3: 72,802 shares 72,802 $18.5M 3.08% -64,864 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; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: 12,808 shares; 2024Q3: 309,157 shares; 2024Q4: 350,017 shares; 2025Q1: 370,337 shares; 2025Q2: 375,580 shares; 2025Q3: 537,307 shares 537,307 $16M 2.66% +161,727 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: 76,303 shares; 2024Q2: 75,687 shares; 2024Q3: 75,679 shares; 2024Q4: 74,951 shares; 2025Q1: 75,904 shares; 2025Q2: 75,749 shares; 2025Q3: 76,299 shares 76,299 $15.8M 2.62% +550 Timeline PSFF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 56,460 shares; 2025Q2: 679,622 shares; 2025Q3: 441,868 shares 441,868 $14M 2.32% -237,754 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 302,039 shares 302,039 $13.3M 2.21% new Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: 38,495 shares; 2024Q2: 54,467 shares; 2024Q3: 53,337 shares; 2024Q4: 50,085 shares; 2025Q1: 49,623 shares; 2025Q2: 51,025 shares; 2025Q3: 51,649 shares 51,649 $13.2M 2.19% +624 Timeline BUFD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: 295,743 shares; 2024Q2: 328,641 shares; 2024Q3: 359,108 shares; 2024Q4: 382,935 shares; 2025Q1: 404,039 shares; 2025Q2: 425,004 shares; 2025Q3: 445,824 shares 445,824 $12.3M 2.05% +20,820 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: 500 shares; 2024Q2: 4,035 shares; 2024Q3: 5,032 shares; 2024Q4: 8,304 shares; 2025Q1: 8,330 shares; 2025Q2: 10,769 shares; 2025Q3: 11,271 shares 11,271 $8.6M 1.43% +502 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: 44,262 shares; 2024Q2: 49,451 shares; 2024Q3: 51,449 shares; 2024Q4: 51,763 shares; 2025Q1: 56,189 shares; 2025Q2: 57,537 shares; 2025Q3: 55,383 shares 55,383 $8.51M 1.41% -2,154 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: 8,694 shares; 2024Q2: 13,055 shares; 2024Q3: 13,964 shares; 2024Q4: 13,881 shares; 2025Q1: 14,159 shares; 2025Q2: 15,101 shares; 2025Q3: 15,300 shares 15,300 $7.92M 1.32% +199 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 46,609 shares; 2024Q4: 47,978 shares; 2025Q1: 49,788 shares; 2025Q2: 56,104 shares; 2025Q3: 76,770 shares 76,770 $7.7M 1.28% +20,666 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: 9,344 shares; 2024Q2: 10,879 shares; 2024Q3: 10,133 shares; 2024Q4: 10,093 shares; 2025Q1: 10,104 shares; 2025Q2: not reported; 2025Q3: 11,111 shares 11,111 $7.44M 1.24% new Timeline QTEC 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; 2023Q4: not loaded; 2024Q1: 32,731 shares; 2024Q2: 32,446 shares; 2024Q3: 32,060 shares; 2024Q4: 31,975 shares; 2025Q1: 30,903 shares; 2025Q2: 30,616 shares; 2025Q3: 29,805 shares 29,805 $6.84M 1.14% -811 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: 12,000 shares; 2024Q2: 337,541 shares; 2024Q3: 78,747 shares; 2024Q4: 92,631 shares; 2025Q1: 98,258 shares; 2025Q2: 103,713 shares; 2025Q3: 96,813 shares 96,813 $6.32M 1.05% -6,900 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; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: 698 shares; 2024Q3: 8,818 shares; 2024Q4: 9,003 shares; 2025Q1: 9,210 shares; 2025Q2: 9,215 shares; 2025Q3: 9,338 shares 9,338 $6.22M 1.03% +123 Timeline FDN 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; 2023Q4: not loaded; 2024Q1: 21,691 shares; 2024Q2: 21,475 shares; 2024Q3: 20,975 shares; 2024Q4: 20,799 shares; 2025Q1: 19,594 shares; 2025Q2: 19,234 shares; 2025Q3: 18,322 shares 18,322 $5.13M 0.85% -912 Timeline DNOV 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; 2023Q4: not loaded; 2024Q1: 109,636 shares; 2024Q2: 109,414 shares; 2024Q3: 108,764 shares; 2024Q4: 108,744 shares; 2025Q1: 108,562 shares; 2025Q2: 108,377 shares; 2025Q3: 107,362 shares 107,362 $5.03M 0.84% -1,015 Timeline FXL 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; 2023Q4: not loaded; 2024Q1: 32,452 shares; 2024Q2: 32,252 shares; 2024Q3: 31,886 shares; 2024Q4: 31,668 shares; 2025Q1: 30,506 shares; 2025Q2: 29,703 shares; 2025Q3: 29,610 shares 29,610 $4.97M 0.83% -93 Timeline FV 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; 2023Q4: not loaded; 2024Q1: 66,334 shares; 2024Q2: 65,817 shares; 2024Q3: 66,348 shares; 2024Q4: 66,383 shares; 2025Q1: 68,303 shares; 2025Q2: 67,462 shares; 2025Q3: 67,216 shares 67,216 $4.16M 0.69% -246 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: 41,024 shares; 2024Q2: 40,809 shares; 2024Q3: 38,068 shares; 2024Q4: 37,366 shares; 2025Q1: 37,394 shares; 2025Q2: 36,833 shares; 2025Q3: 36,072 shares 36,072 $3.43M 0.57% -761 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; 2023Q4: not loaded; 2024Q1: 1,749 shares; 2024Q2: 8,217 shares; 2024Q3: 10,083 shares; 2024Q4: 9,909 shares; 2025Q1: 9,935 shares; 2025Q2: 10,258 shares; 2025Q3: 10,169 shares 10,169 $3.21M 0.53% -89 Timeline ROUS LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: 59,633 shares; 2024Q2: 56,756 shares; 2024Q3: 55,156 shares; 2024Q4: 55,106 shares; 2025Q1: 54,587 shares; 2025Q2: 54,437 shares; 2025Q3: 54,254 shares 54,254 $3.12M 0.52% -183 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: 6,323 shares; 2024Q2: 12,026 shares; 2024Q3: 13,984 shares; 2024Q4: 15,104 shares; 2025Q1: 30,256 shares; 2025Q2: 49,050 shares; 2025Q3: 54,266 shares 54,266 $3.12M 0.52% +5,216 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 25,415 shares; 2024Q4: 25,487 shares; 2025Q1: 25,487 shares; 2025Q2: 25,518 shares; 2025Q3: 14,959 shares 14,959 $2.97M 0.49% -10,559 Timeline SECT NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: 19,037 shares; 2024Q2: 23,702 shares; 2024Q3: 27,852 shares; 2024Q4: 32,974 shares; 2025Q1: 38,755 shares; 2025Q2: 42,406 shares; 2025Q3: 46,180 shares 46,180 $2.91M 0.48% +3,774 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: 8,092 shares; 2024Q2: 11,580 shares; 2024Q3: 9,968 shares; 2024Q4: 10,245 shares; 2025Q1: 10,699 shares; 2025Q2: 11,160 shares; 2025Q3: 11,429 shares 11,429 $2.78M 0.46% +269 Timeline FXO 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; 2023Q4: not loaded; 2024Q1: 46,335 shares; 2024Q2: 46,047 shares; 2024Q3: 44,835 shares; 2024Q4: 44,477 shares; 2025Q1: 42,549 shares; 2025Q2: 41,674 shares; 2025Q3: 40,478 shares 40,478 $2.4M 0.4% -1,196 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: 1,306 shares; 2024Q3: 2,233 shares; 2024Q4: 2,280 shares; 2025Q1: 4,297 shares; 2025Q2: 4,320 shares; 2025Q3: 4,704 shares 4,704 $2.36M 0.39% +384 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; 2023Q4: not loaded; 2024Q1: 1,435 shares; 2024Q2: 9,426 shares; 2024Q3: 10,363 shares; 2024Q4: 10,212 shares; 2025Q1: 9,544 shares; 2025Q2: 9,677 shares; 2025Q3: 9,794 shares 9,794 $2.15M 0.36% +117 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; 2023Q4: not loaded; 2024Q1: 1,141 shares; 2024Q2: 20,469 shares; 2024Q3: 1,993 shares; 2024Q4: 2,033 shares; 2025Q1: 2,091 shares; 2025Q2: 3,184 shares; 2025Q3: 3,437 shares 3,437 $2.06M 0.34% +253 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: 23,101 shares; 2024Q2: 22,926 shares; 2024Q3: 22,523 shares; 2024Q4: 22,525 shares; 2025Q1: 22,425 shares; 2025Q2: 20,536 shares; 2025Q3: 19,808 shares 19,808 $2.04M 0.34% -728 Timeline XJUN 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; 2023Q4: not loaded; 2024Q1: 51,790 shares; 2024Q2: 48,790 shares; 2024Q3: 48,790 shares; 2024Q4: 48,410 shares; 2025Q1: 48,135 shares; 2025Q2: 47,235 shares; 2025Q3: 46,690 shares 46,690 $1.97M 0.33% -545 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: 7,216 shares; 2024Q3: 7,438 shares; 2024Q4: 9,308 shares; 2025Q1: 11,256 shares; 2025Q2: 9,754 shares; 2025Q3: 10,493 shares 10,493 $1.96M 0.33% +739 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; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 24,367 shares; 2024Q4: 24,921 shares; 2025Q1: 25,463 shares; 2025Q2: 23,753 shares; 2025Q3: 24,047 shares 24,047 $1.92M 0.32% +294 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: 22,328 shares; 2024Q2: 20,374 shares; 2024Q3: 17,681 shares; 2024Q4: 16,489 shares; 2025Q1: 16,387 shares; 2025Q2: 15,799 shares; 2025Q3: 15,677 shares 15,677 $1.74M 0.29% -122 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: 2,445 shares; 2024Q3: 8,754 shares; 2024Q4: 8,759 shares; 2025Q1: 8,576 shares; 2025Q2: 8,582 shares; 2025Q3: 8,588 shares 8,588 $1.73M 0.29% +6 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: 4,718 shares; 2024Q2: 10,217 shares; 2024Q3: 5,919 shares; 2024Q4: 6,130 shares; 2025Q1: 6,130 shares; 2025Q2: 6,162 shares; 2025Q3: 6,068 shares 6,068 $1.71M 0.28% -94 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: 13,611 shares; 2024Q2: 13,641 shares; 2024Q3: 13,683 shares; 2024Q4: 13,683 shares; 2025Q1: 13,751 shares; 2025Q2: not reported; 2025Q3: 13,767 shares 13,767 $1.66M 0.28% new Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: 30,223 shares; 2024Q3: 22,355 shares; 2024Q4: 21,814 shares; 2025Q1: 21,501 shares; 2025Q2: 20,471 shares; 2025Q3: 20,971 shares 20,971 $1.64M 0.27% +500 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; 2023Q4: not loaded; 2024Q1: 7,690 shares; 2024Q2: 27,475 shares; 2024Q3: 161,176 shares; 2024Q4: 472,009 shares; 2025Q1: 487,551 shares; 2025Q2: 503,409 shares; 2025Q3: 54,837 shares 54,837 $1.5M 0.25% -448,572 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: 18,971 shares; 2024Q2: 29,347 shares; 2024Q3: 20,290 shares; 2024Q4: 20,341 shares; 2025Q1: 20,735 shares; 2025Q2: 20,751 shares; 2025Q3: 21,014 shares 21,014 $1.42M 0.24% +263 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 5,109 shares; 2024Q4: 11,164 shares; 2025Q1: 11,513 shares; 2025Q2: 16,843 shares; 2025Q3: 15,409 shares 15,409 $1.37M 0.23% -1,434 Timeline PSMR PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: 76,334 shares; 2024Q3: 444,490 shares; 2024Q4: 96,885 shares; 2025Q1: 97,559 shares; 2025Q2: 52,516 shares; 2025Q3: 46,889 shares 46,889 $1.37M 0.23% -5,627 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: 2,541 shares; 2024Q2: 2,502 shares; 2024Q3: 2,558 shares; 2024Q4: 2,553 shares; 2025Q1: 2,553 shares; 2025Q2: 2,590 shares; 2025Q3: 3,034 shares 3,034 $1.36M 0.23% +444 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; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 7,865 shares; 2024Q4: 8,054 shares; 2025Q1: 8,054 shares; 2025Q2: 8,237 shares; 2025Q3: 8,238 shares 8,238 $1.34M 0.22% +1 Timeline BBIN 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; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,749 shares; 2025Q2: 18,868 shares; 2025Q3: 17,272 shares 17,272 $1.21M 0.2% -1,596 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: 1,250 shares; 2024Q3: 6,015 shares; 2024Q4: 6,016 shares; 2025Q1: 6,067 shares; 2025Q2: 6,080 shares; 2025Q3: 6,029 shares 6,029 $1.17M 0.19% -51 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: 57,111 shares; 2024Q3: 478,224 shares; 2024Q4: 517,026 shares; 2025Q1: 664,159 shares; 2025Q2: 35,310 shares; 2025Q3: 23,704 shares 23,704 $1.1M 0.18% -11,606 Timeline TJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: 32,920 shares; 2024Q2: 32,920 shares; 2024Q3: 32,920 shares; 2024Q4: 32,920 shares; 2025Q1: 32,920 shares; 2025Q2: 32,900 shares; 2025Q3: 36,479 shares 36,479 $1.07M 0.18% +3,579 Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,552 shares; 2025Q2: 7,667 shares; 2025Q3: 7,784 shares 7,784 $1.05M 0.17% +117 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: 2,401 shares; 2024Q2: 4,589 shares; 2024Q3: 2,249 shares; 2024Q4: 2,222 shares; 2025Q1: 2,222 shares; 2025Q2: 2,385 shares; 2025Q3: 3,454 shares 3,454 $1.04M 0.17% +1,069 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; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 15,034 shares; 2024Q4: 14,962 shares; 2025Q1: 14,949 shares; 2025Q2: 15,176 shares; 2025Q3: 14,983 shares 14,983 $990K 0.16% -193 Timeline IYY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: 6,000 shares; 2024Q2: 6,000 shares; 2024Q3: 6,000 shares; 2024Q4: 6,000 shares; 2025Q1: 6,000 shares; 2025Q2: 6,000 shares; 2025Q3: 6,000 shares 6,000 $975K 0.16% 0 Timeline DJAN 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; 2023Q4: not loaded; 2024Q1: 23,063 shares; 2024Q2: 23,063 shares; 2024Q3: 23,063 shares; 2024Q4: 23,063 shares; 2025Q1: 23,063 shares; 2025Q2: 23,063 shares; 2025Q3: 23,063 shares 23,063 $972K 0.16% 0 Timeline GFEB 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; 2023Q4: not loaded; 2024Q1: 26,069 shares; 2024Q2: 24,169 shares; 2024Q3: 24,169 shares; 2024Q4: 23,879 shares; 2025Q1: 23,879 shares; 2025Q2: 23,879 shares; 2025Q3: 23,879 shares 23,879 $969K 0.16% 0 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; 2023Q4: not loaded; 2024Q1: 3,098 shares; 2024Q2: 8,454 shares; 2024Q3: 7,934 shares; 2024Q4: 7,559 shares; 2025Q1: 7,561 shares; 2025Q2: 7,640 shares; 2025Q3: 8,523 shares 8,523 $961K 0.16% +883 Timeline DAPR 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; 2023Q4: not loaded; 2024Q1: 27,868 shares; 2024Q2: 26,057 shares; 2024Q3: 26,057 shares; 2024Q4: 25,957 shares; 2025Q1: 25,957 shares; 2025Q2: 24,457 shares; 2025Q3: 24,101 shares 24,101 $931K 0.15% -356 Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: 6,211 shares; 2024Q3: 18,443 shares; 2024Q4: 18,479 shares; 2025Q1: 18,479 shares; 2025Q2: 18,479 shares; 2025Q3: 18,479 shares 18,479 $905K 0.15% 0 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: 3,549 shares; 2024Q2: 7,303 shares; 2024Q3: 4,109 shares; 2024Q4: 4,113 shares; 2025Q1: 4,343 shares; 2025Q2: 4,414 shares; 2025Q3: 4,846 shares 4,846 $899K 0.15% +432 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: 1,219 shares; 2024Q3: 2,287 shares; 2024Q4: 1,851 shares; 2025Q1: 1,318 shares; 2025Q2: 1,877 shares; 2025Q3: 2,002 shares 2,002 $890K 0.15% +125 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; 2023Q4: not loaded; 2024Q1: 2,362 shares; 2024Q2: 2,555 shares; 2024Q3: 2,874 shares; 2024Q4: 2,870 shares; 2025Q1: 2,934 shares; 2025Q2: 3,031 shares; 2025Q3: 3,013 shares 3,013 $885K 0.15% -18 Timeline XLF 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; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 16,287 shares; 2025Q1: 18,215 shares; 2025Q2: 17,875 shares; 2025Q3: 16,208 shares 16,208 $873K 0.15% -1,667 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; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,232 shares; 2024Q4: 2,821 shares; 2025Q1: 2,824 shares; 2025Q2: 2,937 shares; 2025Q3: 2,660 shares 2,660 $868K 0.14% -277 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: 529 shares; 2024Q3: 1,638 shares; 2024Q4: 1,813 shares; 2025Q1: 2,399 shares; 2025Q2: 2,101 shares; 2025Q3: 2,622 shares 2,622 $865K 0.14% +521 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: 1,710 shares; 2024Q2: 4,302 shares; 2024Q3: 2,359 shares; 2024Q4: 2,339 shares; 2025Q1: 2,447 shares; 2025Q2: 2,482 shares; 2025Q3: 2,514 shares 2,514 $858K 0.14% +32 Timeline DDEC 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; 2023Q4: not loaded; 2024Q1: 20,511 shares; 2024Q2: 20,035 shares; 2024Q3: 20,004 shares; 2024Q4: 20,004 shares; 2025Q1: 20,004 shares; 2025Q2: 20,004 shares; 2025Q3: 18,798 shares 18,798 $823K 0.14% -1,206 Timeline QJUN 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; 2023Q4: not loaded; 2024Q1: 26,503 shares; 2024Q2: 26,503 shares; 2024Q3: 26,483 shares; 2024Q4: 26,483 shares; 2025Q1: 26,483 shares; 2025Q2: 26,481 shares; 2025Q3: 26,431 shares 26,431 $822K 0.14% -50 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: 9,942 shares; 2024Q3: 6,503 shares; 2024Q4: 6,805 shares; 2025Q1: 6,935 shares; 2025Q2: 7,424 shares; 2025Q3: 7,977 shares 7,977 $822K 0.14% +553 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,120 shares; 2025Q1: 1,065 shares; 2025Q2: 3,335 shares; 2025Q3: 2,912 shares 2,912 $821K 0.14% -423 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; 2023Q4: not loaded; 2024Q1: 599 shares; 2024Q2: 708 shares; 2024Q3: 708 shares; 2024Q4: 808 shares; 2025Q1: 940 shares; 2025Q2: 1,030 shares; 2025Q3: 1,711 shares 1,711 $821K 0.14% +681 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 12,770 shares; 2024Q4: 12,900 shares; 2025Q1: 12,875 shares; 2025Q2: 12,967 shares; 2025Q3: 12,937 shares 12,937 $808K 0.13% -30 Timeline GMAR 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; 2023Q4: not loaded; 2024Q1: 24,291 shares; 2024Q2: 24,291 shares; 2024Q3: 23,691 shares; 2024Q4: 23,191 shares; 2025Q1: 20,391 shares; 2025Q2: 20,341 shares; 2025Q3: 20,041 shares 20,041 $804K 0.13% -300 Timeline XLC 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; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 6,365 shares; 2025Q1: 6,650 shares; 2025Q2: 7,455 shares; 2025Q3: 6,736 shares 6,736 $797K 0.13% -719 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: 2,007 shares; 2024Q2: 6,631 shares; 2024Q3: 3,703 shares; 2024Q4: 3,630 shares; 2025Q1: 3,158 shares; 2025Q2: 3,213 shares; 2025Q3: 3,267 shares 3,267 $796K 0.13% +54 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 13,148 shares; 2024Q4: 26,527 shares; 2025Q1: 24,234 shares; 2025Q2: 27,567 shares; 2025Q3: 28,496 shares 28,496 $795K 0.13% +929 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: 3,290 shares; 2024Q2: 3,290 shares; 2024Q3: 2,510 shares; 2024Q4: 2,510 shares; 2025Q1: 2,435 shares; 2025Q2: 2,435 shares; 2025Q3: 2,435 shares 2,435 $788K 0.13% 0 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: 1,829 shares; 2024Q2: 9,081 shares; 2024Q3: 3,048 shares; 2024Q4: 3,063 shares; 2025Q1: 3,067 shares; 2025Q2: 3,305 shares; 2025Q3: 3,360 shares 3,360 $778K 0.13% +55 Timeline ZDEK INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 20,310 shares; 2025Q1: 30,755 shares; 2025Q2: 30,755 shares; 2025Q3: 30,755 shares 30,755 $777K 0.13% 0 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: 7,374 shares; 2024Q2: 9,850 shares; 2024Q3: 10,197 shares; 2024Q4: 24,799 shares; 2025Q1: 27,419 shares; 2025Q2: 32,317 shares; 2025Q3: 33,353 shares 33,353 $776K 0.13% +1,036 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,571 shares; 2025Q2: not reported; 2025Q3: 3,700 shares 3,700 $753K 0.13% new 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; 2023Q4: not loaded; 2024Q1: 9,940 shares; 2024Q2: 8,737 shares; 2024Q3: 8,275 shares; 2024Q4: 7,732 shares; 2025Q1: 8,714 shares; 2025Q2: 10,951 shares; 2025Q3: 9,433 shares 9,433 $744K 0.12% -1,518 Timeline DMAY 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; 2023Q4: not loaded; 2024Q1: 19,715 shares; 2024Q2: 19,715 shares; 2024Q3: 19,715 shares; 2024Q4: 19,659 shares; 2025Q1: 19,659 shares; 2025Q2: 17,109 shares; 2025Q3: 16,594 shares 16,594 $735K 0.12% -515 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: 2,448 shares; 2024Q3: 6,181 shares; 2024Q4: 6,322 shares; 2025Q1: 5,709 shares; 2025Q2: 5,875 shares; 2025Q3: 5,237 shares 5,237 $735K 0.12% -638 Timeline DAUG 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; 2023Q4: not loaded; 2024Q1: 19,476 shares; 2024Q2: 18,453 shares; 2024Q3: 18,453 shares; 2024Q4: 18,453 shares; 2025Q1: 18,161 shares; 2025Q2: 17,241 shares; 2025Q3: 16,825 shares 16,825 $734K 0.12% -416 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 4,530 shares; 2024Q4: 4,568 shares; 2025Q1: 4,589 shares; 2025Q2: 4,638 shares; 2025Q3: 4,686 shares 4,686 $727K 0.12% +48 Timeline GAPR 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; 2023Q4: not loaded; 2024Q1: 18,569 shares; 2024Q2: 18,500 shares; 2024Q3: 18,338 shares; 2024Q4: 18,327 shares; 2025Q1: 18,232 shares; 2025Q2: 18,225 shares; 2025Q3: 17,931 shares 17,931 $704K 0.12% -294 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; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,387 shares; 2025Q2: 3,157 shares; 2025Q3: 5,079 shares 5,079 $700K 0.12% +1,922 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; 2023Q4: not loaded; 2024Q1: 3,193 shares; 2024Q2: 3,165 shares; 2024Q3: 3,285 shares; 2024Q4: 3,291 shares; 2025Q1: 3,264 shares; 2025Q2: 3,258 shares; 2025Q3: 3,324 shares 3,324 $694K 0.12% +66 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: 768 shares; 2024Q2: 808 shares; 2024Q3: 819 shares; 2024Q4: 729 shares; 2025Q1: 739 shares; 2025Q2: 842 shares; 2025Q3: 919 shares 919 $686K 0.11% +77 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; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: 5,438 shares; 2024Q3: 8,940 shares; 2024Q4: 8,054 shares; 2025Q1: 8,534 shares; 2025Q2: 9,290 shares; 2025Q3: 9,687 shares 9,687 $663K 0.11% +397 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; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,177 shares; 2025Q3: 11,765 shares 11,765 $651K 0.11% -412 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: 532 shares; 2024Q2: 1,382 shares; 2024Q3: 1,353 shares; 2024Q4: 1,324 shares; 2025Q1: 1,320 shares; 2025Q2: 1,598 shares; 2025Q3: 1,586 shares 1,586 $642K 0.11% -12 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: 1,717 shares; 2024Q2: 2,145 shares; 2024Q3: 1,754 shares; 2024Q4: 1,754 shares; 2025Q1: 1,877 shares; 2025Q2: 1,877 shares; 2025Q3: 1,807 shares 1,807 $637K 0.11% -70 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: 4,200 shares; 2024Q2: 4,200 shares; 2024Q3: 4,200 shares; 2024Q4: 4,200 shares; 2025Q1: 4,200 shares; 2025Q2: 4,359 shares; 2025Q3: 4,359 shares 4,359 $635K 0.11% 0 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: 1,390 shares; 2024Q2: 2,059 shares; 2024Q3: 2,538 shares; 2024Q4: 2,405 shares; 2025Q1: 2,407 shares; 2025Q2: 2,501 shares; 2025Q3: 2,503 shares 2,503 $629K 0.1% +2 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; 2023Q4: not loaded; 2024Q1: 8,197 shares; 2024Q2: 384,642 shares; 2024Q3: 17,380 shares; 2024Q4: 16,307 shares; 2025Q1: 16,101 shares; 2025Q2: 17,442 shares; 2025Q3: 18,422 shares 18,422 $616K 0.1% +980 Timeline NOVM 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; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 18,910 shares; 2025Q1: 18,910 shares; 2025Q2: 18,910 shares; 2025Q3: 18,910 shares 18,910 $608K 0.1% 0 Timeline GSEP 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; 2023Q4: not loaded; 2024Q1: 18,317 shares; 2024Q2: 18,317 shares; 2024Q3: 18,317 shares; 2024Q4: 18,177 shares; 2025Q1: 16,705 shares; 2025Q2: 16,345 shares; 2025Q3: 15,960 shares 15,960 $608K 0.1% -385 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 3,744 shares; 2024Q4: 3,760 shares; 2025Q1: 3,797 shares; 2025Q2: 3,807 shares; 2025Q3: 3,738 shares 3,738 $605K 0.1% -69 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: 5,767 shares; 2024Q3: 13,951 shares; 2024Q4: 14,071 shares; 2025Q1: 14,554 shares; 2025Q2: 13,481 shares; 2025Q3: 13,405 shares 13,405 $605K 0.1% -76 Timeline ZJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 17,817 shares; 2024Q4: 17,817 shares; 2025Q1: 17,717 shares; 2025Q2: 17,257 shares; 2025Q3: 21,007 shares 21,007 $604K 0.1% +3,750 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 719 shares; 2025Q1: 673 shares; 2025Q2: 713 shares; 2025Q3: 980 shares 980 $603K 0.1% +267 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: 4,084 shares; 2024Q2: 10,180 shares; 2024Q3: 5,032 shares; 2024Q4: 5,072 shares; 2025Q1: 5,112 shares; 2025Q2: 5,152 shares; 2025Q3: 5,133 shares 5,133 $588K 0.1% -19 Timeline ZAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 15,880 shares; 2024Q4: 15,880 shares; 2025Q1: 15,880 shares; 2025Q2: 15,480 shares; 2025Q3: 21,915 shares 21,915 $580K 0.1% +6,435 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: 693 shares; 2024Q3: 684 shares; 2024Q4: 684 shares; 2025Q1: 985 shares; 2025Q2: 1,017 shares; 2025Q3: 1,019 shares 1,019 $580K 0.1% +2 Timeline DJD 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; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 9,393 shares; 2024Q4: 9,824 shares; 2025Q1: 10,261 shares; 2025Q2: 10,324 shares; 2025Q3: 10,335 shares 10,335 $571K 0.09% +11 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; 2023Q4: not loaded; 2024Q1: 4,432 shares; 2024Q2: 4,272 shares; 2024Q3: 4,211 shares; 2024Q4: 4,211 shares; 2025Q1: 4,211 shares; 2025Q2: 4,176 shares; 2025Q3: 4,171 shares 4,171 $561K 0.09% -5 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; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 5,650 shares; 2025Q1: 8,658 shares; 2025Q2: 10,064 shares; 2025Q3: 10,064 shares 10,064 $561K 0.09% 0 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,758 shares; 2025Q3: 2,733 shares 2,733 $549K 0.09% -25 Timeline AJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 18,559 shares; 2024Q4: 18,559 shares; 2025Q1: 18,559 shares; 2025Q2: 18,559 shares; 2025Q3: 18,559 shares 18,559 $531K 0.09% 0 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 316 shares; 2025Q2: 4,725 shares; 2025Q3: 4,725 shares 4,725 $509K 0.08% 0 Timeline XSEP 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; 2023Q4: not loaded; 2024Q1: 13,304 shares; 2024Q2: 13,271 shares; 2024Q3: 13,236 shares; 2024Q4: 13,206 shares; 2025Q1: 13,181 shares; 2025Q2: 12,181 shares; 2025Q3: 12,093 shares 12,093 $503K 0.08% -88 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; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 30,535 shares; 2025Q3: 33,593 shares 33,593 $502K 0.08% +3,058 Timeline QMFE 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; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23,000 shares; 2025Q3: 23,000 shares 23,000 $498K 0.08% 0 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: 2,731 shares; 2024Q2: 2,743 shares; 2024Q3: 3,421 shares; 2024Q4: 3,438 shares; 2025Q1: 3,763 shares; 2025Q2: 3,777 shares; 2025Q3: 3,994 shares 3,994 $494K 0.08% +217 Timeline GMAY 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; 2023Q4: not loaded; 2024Q1: 10,405 shares; 2024Q2: 13,405 shares; 2024Q3: 13,405 shares; 2024Q4: 13,405 shares; 2025Q1: 12,174 shares; 2025Q2: 12,174 shares; 2025Q3: 12,174 shares 12,174 $493K 0.08% 0 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; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: 112,712 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,796 shares 4,796 $477K 0.08% new 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; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: 11,095 shares; 2024Q3: 6,911 shares; 2024Q4: 6,894 shares; 2025Q1: 7,133 shares; 2025Q2: 8,900 shares; 2025Q3: 9,142 shares 9,142 $472K 0.08% +242 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,663 shares 4,663 $470K 0.08% new Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 4,373 shares; 2024Q4: 4,382 shares; 2025Q1: 4,382 shares; 2025Q2: 4,392 shares; 2025Q3: 4,402 shares 4,402 $469K 0.08% +10 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: 9,000 shares; 2024Q2: 12,556 shares; 2024Q3: 13,076 shares; 2024Q4: 12,811 shares; 2025Q1: 12,811 shares; 2025Q2: 12,812 shares; 2025Q3: 13,174 shares 13,174 $468K 0.08% +362 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: 2,033 shares; 2024Q3: 2,281 shares; 2024Q4: 2,056 shares; 2025Q1: 2,056 shares; 2025Q2: 2,395 shares; 2025Q3: 2,753 shares 2,753 $461K 0.08% +358 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: 4,780 shares; 2024Q2: 4,780 shares; 2024Q3: 4,780 shares; 2024Q4: 4,780 shares; 2025Q1: 4,780 shares; 2025Q2: 4,780 shares; 2025Q3: 4,791 shares 4,791 $459K 0.08% +11 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: 575 shares; 2024Q2: 625 shares; 2024Q3: 650 shares; 2024Q4: 650 shares; 2025Q1: 575 shares; 2025Q2: 575 shares; 2025Q3: 575 shares 575 $458K 0.08% 0 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: 6,530 shares; 2024Q3: 2,983 shares; 2024Q4: 2,979 shares; 2025Q1: 2,982 shares; 2025Q2: 3,199 shares; 2025Q3: 3,335 shares 3,335 $447K 0.07% +136 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,726 shares; 2024Q4: 1,753 shares; 2025Q1: 1,701 shares; 2025Q2: 1,971 shares; 2025Q3: 1,840 shares 1,840 $445K 0.07% -131 Timeline BIDD BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 15,901 shares; 2025Q1: 15,901 shares; 2025Q2: 15,901 shares; 2025Q3: 15,901 shares 15,901 $445K 0.07% 0 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 3,400 shares; 2025Q1: 3,400 shares; 2025Q2: 3,400 shares; 2025Q3: 3,310 shares 3,310 $443K 0.07% -90 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: 1,486 shares; 2024Q3: 1,486 shares; 2024Q4: 1,420 shares; 2025Q1: 1,433 shares; 2025Q2: 1,433 shares; 2025Q3: 1,324 shares 1,324 $436K 0.07% -109 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: 4,814 shares; 2024Q3: 4,827 shares; 2024Q4: 4,441 shares; 2025Q1: 4,408 shares; 2025Q2: 4,368 shares; 2025Q3: 4,262 shares 4,262 $433K 0.07% -106 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; 2023Q4: not loaded; 2024Q1: 1,905 shares; 2024Q2: 2,365 shares; 2024Q3: 2,824 shares; 2024Q4: 2,721 shares; 2025Q1: 2,551 shares; 2025Q2: 2,574 shares; 2025Q3: 2,642 shares 2,642 $427K 0.07% +68 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 4,802 shares; 2024Q4: 5,720 shares; 2025Q1: 5,925 shares; 2025Q2: 6,033 shares; 2025Q3: 6,110 shares 6,110 $413K 0.07% +77 Timeline PSMO PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 651,145 shares; 2025Q1: 603,357 shares; 2025Q2: 28,840 shares; 2025Q3: 13,491 shares 13,491 $407K 0.07% -15,349 Timeline SEPM 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; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 9,700 shares; 2024Q4: 10,652 shares; 2025Q1: 10,652 shares; 2025Q2: 10,652 shares; 2025Q3: 12,832 shares 12,832 $403K 0.07% +2,180 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; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,531 shares 5,531 $400K 0.07% new Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: 7,920 shares; 2024Q2: 8,216 shares; 2024Q3: 8,216 shares; 2024Q4: 8,216 shares; 2025Q1: 8,216 shares; 2025Q2: 8,629 shares; 2025Q3: 8,966 shares 8,966 $399K 0.07% +337 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: 2,300 shares; 2024Q2: not reported; 2024Q3: 3,984 shares; 2024Q4: 4,133 shares; 2025Q1: 4,216 shares; 2025Q2: 4,116 shares; 2025Q3: 4,169 shares 4,169 $397K 0.07% +53 Timeline DFEB 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; 2023Q4: not loaded; 2024Q1: 8,839 shares; 2024Q2: 8,839 shares; 2024Q3: 8,839 shares; 2024Q4: 8,839 shares; 2025Q1: 8,839 shares; 2025Q2: 8,839 shares; 2025Q3: 8,527 shares 8,527 $397K 0.07% -312 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 158,381 shares; 2024Q4: 499,376 shares; 2025Q1: 494,381 shares; 2025Q2: 520,886 shares; 2025Q3: 14,964 shares 14,964 $394K 0.07% -505,922 Timeline FIW 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; 2023Q4: not loaded; 2024Q1: 3,620 shares; 2024Q2: 3,620 shares; 2024Q3: 3,620 shares; 2024Q4: 3,620 shares; 2025Q1: 3,620 shares; 2025Q2: 3,620 shares; 2025Q3: 3,470 shares 3,470 $390K 0.06% -150 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,239 shares; 2024Q4: 1,140 shares; 2025Q1: 1,141 shares; 2025Q2: 1,157 shares; 2025Q3: 1,174 shares 1,174 $390K 0.06% +17 Timeline NZF NUVEEN MUN CR INCOME FD More: the full row for NUVEEN MUN CR INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: 31,246 shares; 2024Q2: 30,830 shares; 2024Q3: 30,830 shares; 2024Q4: 30,830 shares; 2025Q1: 30,830 shares; 2025Q2: 30,830 shares; 2025Q3: 30,830 shares 30,830 $387K 0.06% 0 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; 2023Q4: not loaded; 2024Q1: 3,300 shares; 2024Q2: 3,300 shares; 2024Q3: 3,590 shares; 2024Q4: 3,590 shares; 2025Q1: 3,590 shares; 2025Q2: 4,122 shares; 2025Q3: 4,122 shares 4,122 $386K 0.06% 0 Timeline AUGM 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; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 8,634 shares; 2024Q4: 8,634 shares; 2025Q1: 8,634 shares; 2025Q2: 8,634 shares; 2025Q3: 11,314 shares 11,314 $381K 0.06% +2,680 Timeline ZSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,230 shares 14,230 $377K 0.06% new Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: 454 shares; 2024Q2: 454 shares; 2024Q3: 1,816 shares; 2024Q4: 1,816 shares; 2025Q1: 1,816 shares; 2025Q2: 1,816 shares; 2025Q3: 1,828 shares 1,828 $375K 0.06% +12 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,452 shares; 2024Q4: 1,433 shares; 2025Q1: 1,420 shares; 2025Q2: 1,421 shares; 2025Q3: 1,323 shares 1,323 $373K 0.06% -98 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 26,027 shares; 2024Q4: 14,487 shares; 2025Q1: 11,761 shares; 2025Q2: 11,490 shares; 2025Q3: 11,127 shares 11,127 $371K 0.06% -363 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; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,185 shares; 2024Q4: 1,185 shares; 2025Q1: 1,185 shares; 2025Q2: 1,300 shares; 2025Q3: 1,647 shares 1,647 $356K 0.06% +347 Timeline ZMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,898 shares; 2025Q2: 12,898 shares; 2025Q3: 12,898 shares 12,898 $349K 0.06% 0 Timeline VMRK VIVMARK RESIDENTIAL More: the full row for VIVMARK RESIDENTIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 5,496 shares; 2024Q4: 5,390 shares; 2025Q1: 5,390 shares; 2025Q2: 5,390 shares; 2025Q3: 5,390 shares 5,390 $349K 0.06% 0 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: 538 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 246 shares; 2025Q2: 279 shares; 2025Q3: 288 shares 288 $345K 0.06% +9 Timeline PECO PHILLIPS EDISON & CO INC More: the full row for PHILLIPS EDISON & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 10,012 shares; 2024Q4: 10,012 shares; 2025Q1: 10,012 shares; 2025Q2: 10,012 shares; 2025Q3: 10,012 shares 10,012 $344K 0.06% 0 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: 1,200 shares; 2024Q2: 1,200 shares; 2024Q3: 1,203 shares; 2024Q4: 6,015 shares; 2025Q1: 6,015 shares; 2025Q2: 6,000 shares; 2025Q3: 6,027 shares 6,027 $343K 0.06% +27 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; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: 16,428 shares; 2024Q3: 19,257 shares; 2024Q4: 18,820 shares; 2025Q1: 18,855 shares; 2025Q2: 18,679 shares; 2025Q3: 12,129 shares 12,129 $343K 0.06% -6,550 Timeline DJUN 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; 2023Q4: not loaded; 2024Q1: 7,617 shares; 2024Q2: 7,617 shares; 2024Q3: 7,617 shares; 2024Q4: 7,617 shares; 2025Q1: 7,617 shares; 2025Q2: 7,537 shares; 2025Q3: 7,357 shares 7,357 $342K 0.06% -180 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,621 shares; 2025Q1: 1,630 shares; 2025Q2: 1,661 shares; 2025Q3: 1,443 shares 1,443 $342K 0.06% -218 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,623 shares; 2025Q2: 5,742 shares; 2025Q3: 5,744 shares 5,744 $338K 0.06% +2 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; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: 6,469 shares; 2024Q3: 7,236 shares; 2024Q4: 6,996 shares; 2025Q1: 7,215 shares; 2025Q2: 7,457 shares; 2025Q3: 7,527 shares 7,527 $331K 0.05% +70 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,883 shares; 2024Q4: 2,883 shares; 2025Q1: 2,963 shares; 2025Q2: 2,963 shares; 2025Q3: 2,920 shares 2,920 $324K 0.05% -43 Timeline FFBC 1ST FINL BANCORP More: the full row for 1ST FINL BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: 12,784 shares; 2024Q3: 12,784 shares; 2024Q4: 12,784 shares; 2025Q1: 12,784 shares; 2025Q2: 12,784 shares; 2025Q3: 12,784 shares 12,784 $323K 0.05% 0 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: 3,823 shares; 2024Q3: 3,363 shares; 2024Q4: 3,372 shares; 2025Q1: 3,527 shares; 2025Q2: 3,886 shares; 2025Q3: 3,310 shares 3,310 $314K 0.05% -576 Timeline FVD 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; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,887 shares; 2025Q3: 6,732 shares 6,732 $311K 0.05% +845 Timeline VNT VONTIER CORPORATION More: the full row for VONTIER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 7,371 shares; 2024Q4: 7,385 shares; 2025Q1: 7,385 shares; 2025Q2: 7,385 shares; 2025Q3: 7,385 shares 7,385 $310K 0.05% 0 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: 710 shares; 2024Q3: 594 shares; 2024Q4: 574 shares; 2025Q1: 646 shares; 2025Q2: 647 shares; 2025Q3: 649 shares 649 $310K 0.05% +2 Timeline FBT 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; 2023Q4: not loaded; 2024Q1: 1,765 shares; 2024Q2: 1,765 shares; 2024Q3: 1,712 shares; 2024Q4: 1,712 shares; 2025Q1: 1,712 shares; 2025Q2: 1,712 shares; 2025Q3: 1,712 shares 1,712 $307K 0.05% 0 Timeline ZFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,836 shares; 2025Q2: 14,336 shares; 2025Q3: 12,260 shares 12,260 $306K 0.05% -2,076 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,437 shares; 2024Q4: 2,438 shares; 2025Q1: 2,439 shares; 2025Q2: 2,440 shares; 2025Q3: 2,441 shares 2,441 $303K 0.05% +1 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: 444 shares; 2024Q3: 938 shares; 2024Q4: 935 shares; 2025Q1: 937 shares; 2025Q2: 933 shares; 2025Q3: 937 shares 937 $303K 0.05% +4 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 930 shares; 2024Q4: 931 shares; 2025Q1: 926 shares; 2025Q2: 1,266 shares; 2025Q3: 1,266 shares 1,266 $299K 0.05% 0 Timeline FXU 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; 2023Q4: not loaded; 2024Q1: 8,529 shares; 2024Q2: 8,361 shares; 2024Q3: 7,626 shares; 2024Q4: 7,176 shares; 2025Q1: 6,999 shares; 2025Q2: 6,951 shares; 2025Q3: 6,575 shares 6,575 $299K 0.05% -376 Timeline DJUL 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; 2023Q4: not loaded; 2024Q1: 6,749 shares; 2024Q2: 6,674 shares; 2024Q3: 6,674 shares; 2024Q4: 6,674 shares; 2025Q1: 6,674 shares; 2025Q2: 6,364 shares; 2025Q3: 6,364 shares 6,364 $297K 0.05% 0 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 3,540 shares; 2024Q4: 3,570 shares; 2025Q1: 3,597 shares; 2025Q2: 3,625 shares; 2025Q3: 3,652 shares 3,652 $295K 0.05% +27 Timeline LRGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: 4,246 shares; 2024Q2: 4,246 shares; 2024Q3: 4,246 shares; 2024Q4: 4,246 shares; 2025Q1: 4,246 shares; 2025Q2: 4,246 shares; 2025Q3: 4,246 shares 4,246 $293K 0.05% 0 Timeline RLY 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; 2023Q4: not loaded; 2024Q1: 13,155 shares; 2024Q2: 11,491 shares; 2024Q3: 10,787 shares; 2024Q4: 9,934 shares; 2025Q1: 9,444 shares; 2025Q2: 9,444 shares; 2025Q3: 9,424 shares 9,424 $291K 0.05% -20 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: 2,876 shares; 2024Q2: 2,846 shares; 2024Q3: 3,079 shares; 2024Q4: 2,865 shares; 2025Q1: 2,865 shares; 2025Q2: 2,933 shares; 2025Q3: 3,066 shares 3,066 $290K 0.05% +133 Timeline FDL 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; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,667 shares; 2025Q3: 6,663 shares 6,663 $289K 0.05% +996 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: 1,792 shares; 2024Q3: 1,792 shares; 2024Q4: 1,792 shares; 2025Q1: 1,886 shares; 2025Q2: 1,828 shares; 2025Q3: 1,828 shares 1,828 $289K 0.05% 0 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: 2,204 shares; 2024Q3: 2,914 shares; 2024Q4: 2,974 shares; 2025Q1: 3,023 shares; 2025Q2: 3,055 shares; 2025Q3: 2,518 shares 2,518 $288K 0.05% -537 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,142 shares; 2025Q1: not reported; 2025Q2: 540 shares; 2025Q3: 614 shares 614 $288K 0.05% +74 Timeline DSEP 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; 2023Q4: not loaded; 2024Q1: 6,902 shares; 2024Q2: 6,902 shares; 2024Q3: 6,902 shares; 2024Q4: 6,892 shares; 2025Q1: 6,892 shares; 2025Q2: 6,892 shares; 2025Q3: 6,492 shares 6,492 $287K 0.05% -400 Timeline QSPT 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; 2023Q4: not loaded; 2024Q1: 9,442 shares; 2024Q2: 9,442 shares; 2024Q3: 9,442 shares; 2024Q4: 9,442 shares; 2025Q1: 9,412 shares; 2025Q2: 9,184 shares; 2025Q3: 9,184 shares 9,184 $285K 0.05% 0 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: 896 shares; 2024Q2: 896 shares; 2024Q3: 896 shares; 2024Q4: 896 shares; 2025Q1: 896 shares; 2025Q2: 896 shares; 2025Q3: 924 shares 924 $284K 0.05% +28 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 3,227 shares; 2024Q4: 1,802 shares; 2025Q1: 1,802 shares; 2025Q2: 1,912 shares; 2025Q3: 2,047 shares 2,047 $284K 0.05% +135 Timeline CATH GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: 3,500 shares; 2024Q2: 3,500 shares; 2024Q3: 3,500 shares; 2024Q4: 3,500 shares; 2025Q1: 3,500 shares; 2025Q2: 3,500 shares; 2025Q3: 3,500 shares 3,500 $284K 0.05% 0 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: 1,482 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 347 shares; 2025Q3: 385 shares 385 $283K 0.05% +38 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: 3,994 shares; 2024Q3: 3,994 shares; 2024Q4: 3,994 shares; 2025Q1: 3,994 shares; 2025Q2: 3,994 shares; 2025Q3: 3,994 shares 3,994 $281K 0.05% 0 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: 1,496 shares; 2024Q3: 1,913 shares; 2024Q4: 1,906 shares; 2025Q1: 1,784 shares; 2025Q2: 1,882 shares; 2025Q3: 1,782 shares 1,782 $277K 0.05% -100 Timeline SNX TD SYNNEX CORPORATION More: the full row for TD SYNNEX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,687 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,687 shares; 2025Q3: 1,687 shares 1,687 $276K 0.05% 0 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: 8,312 shares; 2024Q2: 10,340 shares; 2024Q3: 13,643 shares; 2024Q4: 12,697 shares; 2025Q1: 12,583 shares; 2025Q2: 10,806 shares; 2025Q3: 10,768 shares 10,768 $274K 0.05% -38 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: 669 shares; 2024Q3: 624 shares; 2024Q4: 1,248 shares; 2025Q1: 1,248 shares; 2025Q2: 1,366 shares; 2025Q3: 1,346 shares 1,346 $274K 0.05% -20 Timeline VIOG 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; 2023Q4: not loaded; 2024Q1: 2,212 shares; 2024Q2: 2,212 shares; 2024Q3: 2,212 shares; 2024Q4: 2,212 shares; 2025Q1: 2,212 shares; 2025Q2: 2,212 shares; 2025Q3: 2,212 shares 2,212 $269K 0.04% 0 Timeline RAL RALLIANT CORP More: the full row for RALLIANT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,159 shares 6,159 $269K 0.04% new 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; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,748 shares; 2025Q3: 4,955 shares 4,955 $268K 0.04% -793 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,071 shares; 2025Q3: 1,073 shares 1,073 $257K 0.04% +2 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; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,301 shares; 2025Q3: 1,247 shares 1,247 $255K 0.04% -54 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 600 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 325 shares; 2025Q3: 352 shares 352 $253K 0.04% +27 Timeline NJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,530 shares 3,530 $251K 0.04% new 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; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: 5,164 shares; 2024Q3: 3,576 shares; 2024Q4: 3,422 shares; 2025Q1: 3,288 shares; 2025Q2: 3,055 shares; 2025Q3: 2,976 shares 2,976 $250K 0.04% -79 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,360 shares 2,360 $248K 0.04% new Timeline IFV 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; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,103 shares; 2025Q3: 10,003 shares 10,003 $245K 0.04% -100 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: 3,741 shares; 2024Q2: 3,741 shares; 2024Q3: 3,741 shares; 2024Q4: 3,736 shares; 2025Q1: 3,651 shares; 2025Q2: 3,651 shares; 2025Q3: 3,651 shares 3,651 $245K 0.04% 0 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,135 shares; 2025Q2: not reported; 2025Q3: 3,631 shares 3,631 $244K 0.04% new Timeline DTD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: 3,498 shares; 2024Q3: 3,498 shares; 2024Q4: 2,898 shares; 2025Q1: 2,898 shares; 2025Q2: 2,898 shares; 2025Q3: 2,898 shares 2,898 $243K 0.04% 0 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: 839 shares; 2024Q2: 768 shares; 2024Q3: 785 shares; 2024Q4: 785 shares; 2025Q1: 785 shares; 2025Q2: 819 shares; 2025Q3: 853 shares 853 $241K 0.04% +34 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 709 shares; 2024Q4: 710 shares; 2025Q1: 787 shares; 2025Q2: 774 shares; 2025Q3: 791 shares 791 $240K 0.04% +17 Timeline FXR 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; 2023Q4: not loaded; 2024Q1: 3,390 shares; 2024Q2: 3,390 shares; 2024Q3: 3,260 shares; 2024Q4: 3,223 shares; 2025Q1: 3,223 shares; 2025Q2: 3,223 shares; 2025Q3: 3,060 shares 3,060 $239K 0.04% -163 Timeline GJUN 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; 2023Q4: not loaded; 2024Q1: 9,030 shares; 2024Q2: 9,030 shares; 2024Q3: 9,030 shares; 2024Q4: 6,530 shares; 2025Q1: 6,438 shares; 2025Q2: 6,438 shares; 2025Q3: 6,133 shares 6,133 $238K 0.04% -305 Timeline EDOW 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; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,904 shares 5,904 $236K 0.04% new Timeline FSEP 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; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: 4,705 shares; 2024Q3: 4,705 shares; 2024Q4: 4,665 shares; 2025Q1: 4,665 shares; 2025Q2: 4,665 shares; 2025Q3: 4,665 shares 4,665 $236K 0.04% 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; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: 1,542 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,247 shares; 2025Q3: 1,247 shares 1,247 $233K 0.04% 0 Timeline FYX 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; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,090 shares; 2024Q4: 2,090 shares; 2025Q1: not reported; 2025Q2: 2,133 shares; 2025Q3: 2,133 shares 2,133 $232K 0.04% 0 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,335 shares; 2025Q3: 5,185 shares 5,185 $227K 0.04% -150 Timeline JAJL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 7,859 shares; 2024Q4: 7,859 shares; 2025Q1: 7,914 shares; 2025Q2: 7,914 shares; 2025Q3: 7,914 shares 7,914 $227K 0.04% 0 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; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 14,259 shares; 2025Q1: 14,259 shares; 2025Q2: 13,163 shares; 2025Q3: 13,163 shares 13,163 $224K 0.04% 0 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; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 3,980 shares; 2024Q4: 3,906 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,934 shares 3,934 $223K 0.04% new Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: 617 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 446 shares 446 $223K 0.04% new Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,253 shares; 2025Q3: 3,253 shares 3,253 $221K 0.04% 0 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 10,764 shares; 2024Q4: 9,596 shares; 2025Q1: 9,355 shares; 2025Q2: 8,453 shares; 2025Q3: 7,283 shares 7,283 $221K 0.04% -1,170 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,554 shares 6,554 $220K 0.04% new Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,133 shares 5,133 $218K 0.04% new Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: 1,463 shares; 2024Q3: 227 shares; 2024Q4: 240 shares; 2025Q1: 253 shares; 2025Q2: 262 shares; 2025Q3: 234 shares 234 $217K 0.04% -28 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: 2,446 shares; 2024Q3: 3,223 shares; 2024Q4: 2,874 shares; 2025Q1: 2,912 shares; 2025Q2: 2,664 shares; 2025Q3: 2,549 shares 2,549 $214K 0.04% -115 Timeline XONE BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: 4,140 shares; 2024Q2: 4,140 shares; 2024Q3: 4,280 shares; 2024Q4: 4,280 shares; 2025Q1: 4,280 shares; 2025Q2: 4,280 shares; 2025Q3: 4,280 shares 4,280 $213K 0.04% 0 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: 2,941 shares; 2024Q2: 2,725 shares; 2024Q3: 2,480 shares; 2024Q4: 2,377 shares; 2025Q1: 2,327 shares; 2025Q2: 2,274 shares; 2025Q3: 2,198 shares 2,198 $212K 0.04% -76 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; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,114 shares; 2025Q3: 1,114 shares 1,114 $211K 0.04% 0 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 776 shares; 2025Q2: 776 shares; 2025Q3: 776 shares 776 $210K 0.03% 0 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; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,483 shares 2,483 $208K 0.03% new Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,328 shares; 2024Q4: 2,335 shares; 2025Q1: not reported; 2025Q2: 1,804 shares; 2025Q3: 1,826 shares 1,826 $208K 0.03% +22 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 626 shares; 2024Q4: 561 shares; 2025Q1: 562 shares; 2025Q2: 559 shares; 2025Q3: 560 shares 560 $207K 0.03% +1 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: 5,937 shares; 2024Q3: 2,124 shares; 2024Q4: 1,904 shares; 2025Q1: 1,897 shares; 2025Q2: 1,850 shares; 2025Q3: 1,630 shares 1,630 $207K 0.03% -220 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,022 shares 1,022 $206K 0.03% new Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,942 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,090 shares; 2025Q3: 3,093 shares 3,093 $205K 0.03% +3 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 546 shares 546 $204K 0.03% new Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,058 shares 1,058 $204K 0.03% new Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 957 shares; 2025Q3: 957 shares 957 $203K 0.03% 0 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: 2,797 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 425 shares 425 $202K 0.03% new Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,068 shares 1,068 $200K 0.03% new Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: 13,704 shares; 2024Q3: 13,541 shares; 2024Q4: 12,977 shares; 2025Q1: 12,290 shares; 2025Q2: 12,293 shares; 2025Q3: 12,296 shares 12,296 $147K 0.02% +3 Timeline