JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 296,798 shares; 2025Q1: 340,111 shares; 2025Q2: 350,961 shares; 2025Q3: 371,997 shares; 2025Q4: 414,268 shares; 2026Q1: 439,064 shares; 2026Q2: 444,100 shares; 2026Q3: 452,494 shares 452,494 $33.4M 3.96% +8,394 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 84,592 shares; 2025Q1: 87,873 shares; 2025Q2: 87,734 shares; 2025Q3: 85,246 shares; 2025Q4: 83,581 shares; 2026Q1: 88,115 shares; 2026Q2: 83,246 shares; 2026Q3: 80,130 shares 80,130 $26.7M 3.17% -3,116 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 75,929 shares; 2025Q1: 102,621 shares; 2025Q2: 107,168 shares; 2025Q3: 131,134 shares; 2025Q4: 146,115 shares; 2026Q1: 156,391 shares; 2026Q2: 158,867 shares; 2026Q3: 164,589 shares 164,589 $26.5M 3.14% +5,722 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 31,665 shares; 2025Q1: 36,736 shares; 2025Q2: 37,059 shares; 2025Q3: 38,154 shares; 2025Q4: 43,395 shares; 2026Q1: 47,039 shares; 2026Q2: 189,130 shares; 2026Q3: 195,640 shares 195,640 $24.5M 2.91% +6,510 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 458,038 shares; 2025Q1: 484,001 shares; 2025Q2: 497,035 shares; 2025Q3: 510,273 shares; 2025Q4: 449,211 shares; 2026Q1: 449,867 shares; 2026Q2: 446,062 shares; 2026Q3: 440,276 shares 440,276 $24M 2.84% -5,786 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; 2024Q4: 89,757 shares; 2025Q1: 95,501 shares; 2025Q2: 97,977 shares; 2025Q3: 97,201 shares; 2025Q4: 97,397 shares; 2026Q1: 98,261 shares; 2026Q2: 98,099 shares; 2026Q3: 98,246 shares 98,246 $20.4M 2.42% +147 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 21,486 shares; 2025Q1: 24,134 shares; 2025Q2: 23,944 shares; 2025Q3: 24,643 shares; 2025Q4: 24,854 shares; 2026Q1: 25,795 shares; 2026Q2: 25,487 shares; 2026Q3: 25,609 shares 25,609 $19.6M 2.33% +122 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; 2024Q4: 76,853 shares; 2025Q1: 81,677 shares; 2025Q2: 82,971 shares; 2025Q3: 75,814 shares; 2025Q4: 76,516 shares; 2026Q1: 75,835 shares; 2026Q2: 75,479 shares; 2026Q3: 75,541 shares 75,541 $16.3M 1.94% +62 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 208,471 shares; 2025Q1: 219,540 shares; 2025Q2: 223,802 shares; 2025Q3: 257,871 shares; 2025Q4: 279,229 shares; 2026Q1: 294,832 shares; 2026Q2: 306,866 shares; 2026Q3: 324,762 shares 324,762 $16.1M 1.91% +17,896 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 61,982 shares; 2025Q1: 63,669 shares; 2025Q2: 68,456 shares; 2025Q3: 66,689 shares; 2025Q4: 62,239 shares; 2026Q1: 61,253 shares; 2026Q2: 61,515 shares; 2026Q3: 60,249 shares 60,249 $14.9M 1.77% -1,266 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 180,200 shares; 2025Q1: 229,230 shares; 2025Q2: 215,491 shares; 2025Q3: 256,334 shares; 2025Q4: 303,141 shares; 2026Q1: 301,164 shares; 2026Q2: 333,556 shares; 2026Q3: 259,389 shares 259,389 $13.2M 1.56% -74,167 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; 2024Q4: 82,659 shares; 2025Q1: 169,793 shares; 2025Q2: 218,635 shares; 2025Q3: 346,511 shares; 2025Q4: 398,374 shares; 2026Q1: 426,503 shares; 2026Q2: 449,562 shares; 2026Q3: 512,052 shares 512,052 $13M 1.54% +62,490 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 18,698 shares; 2025Q1: 22,234 shares; 2025Q2: 22,053 shares; 2025Q3: 21,350 shares; 2025Q4: 21,350 shares; 2026Q1: 28,705 shares; 2026Q2: 23,177 shares; 2026Q3: 23,504 shares 23,504 $12.1M 1.43% +327 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; 2024Q4: 21,397 shares; 2025Q1: 66,348 shares; 2025Q2: 80,976 shares; 2025Q3: 118,142 shares; 2025Q4: 268,056 shares; 2026Q1: 308,870 shares; 2026Q2: 326,127 shares; 2026Q3: 368,368 shares 368,368 $11.6M 1.38% +42,241 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; 2024Q4: 13,146 shares; 2025Q1: 17,965 shares; 2025Q2: 17,546 shares; 2025Q3: 17,806 shares; 2025Q4: 16,084 shares; 2026Q1: 16,282 shares; 2026Q2: 15,978 shares; 2026Q3: 15,963 shares 15,963 $11.2M 1.33% -15 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 88,271 shares; 2025Q1: 102,411 shares; 2025Q2: 102,336 shares; 2025Q3: 99,382 shares; 2025Q4: 84,396 shares; 2026Q1: 89,089 shares; 2026Q2: 89,548 shares; 2026Q3: 89,907 shares 89,907 $11.1M 1.31% +359 Timeline PXF 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; 2024Q4: 72,861 shares; 2025Q1: 76,268 shares; 2025Q2: 76,931 shares; 2025Q3: 81,764 shares; 2025Q4: 112,767 shares; 2026Q1: 117,448 shares; 2026Q2: 118,700 shares; 2026Q3: 130,622 shares 130,622 $9.96M 1.18% +11,922 Timeline FALN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 319,604 shares; 2025Q1: 347,993 shares; 2025Q2: 348,772 shares; 2025Q3: 363,090 shares; 2025Q4: 341,816 shares; 2026Q1: 359,635 shares; 2026Q2: 385,762 shares; 2026Q3: 379,907 shares 379,907 $9.85M 1.17% -5,855 Timeline FNDC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 126,294 shares; 2025Q1: 124,945 shares; 2025Q2: 122,547 shares; 2025Q3: 122,261 shares; 2025Q4: 160,836 shares; 2026Q1: 174,455 shares; 2026Q2: 190,984 shares; 2026Q3: 196,307 shares 196,307 $9.78M 1.16% +5,323 Timeline IPKW 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; 2024Q4: 5,976 shares; 2025Q1: 45,477 shares; 2025Q2: 84,346 shares; 2025Q3: 112,637 shares; 2025Q4: 129,163 shares; 2026Q1: 141,409 shares; 2026Q2: 148,995 shares; 2026Q3: 160,008 shares 160,008 $9.49M 1.13% +11,013 Timeline FLXR TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,373 shares; 2026Q3: 225,392 shares 225,392 $8.55M 1.01% +217,019 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,061 shares; 2025Q1: 15,774 shares; 2025Q2: 17,497 shares; 2025Q3: 17,446 shares; 2025Q4: 18,677 shares; 2026Q1: 18,954 shares; 2026Q2: 19,355 shares; 2026Q3: 19,645 shares 19,645 $8.17M 0.97% +290 Timeline XCEM COLUMBIA ETF TR II More: the full row for COLUMBIA ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 205,207 shares; 2025Q1: 206,899 shares; 2025Q2: 183,340 shares; 2025Q3: 171,347 shares; 2025Q4: 169,312 shares; 2026Q1: 168,362 shares; 2026Q2: 157,429 shares; 2026Q3: 158,266 shares 158,266 $8.14M 0.97% +837 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; 2024Q4: 22,977 shares; 2025Q1: 28,484 shares; 2025Q2: 28,809 shares; 2025Q3: 29,217 shares; 2025Q4: 29,051 shares; 2026Q1: 30,088 shares; 2026Q2: 29,435 shares; 2026Q3: 29,656 shares 29,656 $7.39M 0.88% +221 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 86,330 shares; 2025Q1: 95,688 shares; 2025Q2: 100,816 shares; 2025Q3: 110,591 shares; 2025Q4: 121,802 shares; 2026Q1: 127,656 shares; 2026Q2: 143,329 shares; 2026Q3: 148,807 shares 148,807 $7.32M 0.87% +5,478 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 32,941 shares; 2025Q1: 36,233 shares; 2025Q2: 33,678 shares; 2025Q3: 31,686 shares; 2025Q4: 30,403 shares; 2026Q1: 30,770 shares; 2026Q2: 30,471 shares; 2026Q3: 30,546 shares 30,546 $6.98M 0.83% +75 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; 2024Q4: 150,034 shares; 2025Q1: 156,489 shares; 2025Q2: 149,737 shares; 2025Q3: 147,581 shares; 2025Q4: 150,161 shares; 2026Q1: 154,294 shares; 2026Q2: 149,813 shares; 2026Q3: 159,781 shares 159,781 $6.77M 0.8% +9,968 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 22,886 shares; 2025Q1: 25,646 shares; 2025Q2: 28,087 shares; 2025Q3: 27,679 shares; 2025Q4: 27,811 shares; 2026Q1: 29,323 shares; 2026Q2: 29,944 shares; 2026Q3: 29,547 shares 29,547 $6.57M 0.78% -397 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 60,050 shares; 2025Q1: 58,558 shares; 2025Q2: 59,363 shares; 2025Q3: 62,761 shares; 2025Q4: 83,610 shares; 2026Q1: 87,379 shares; 2026Q2: 158,652 shares; 2026Q3: 201,557 shares 201,557 $6.51M 0.77% +42,905 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 26,633 shares; 2025Q1: 33,256 shares; 2025Q2: 34,636 shares; 2025Q3: 45,744 shares; 2025Q4: 52,518 shares; 2026Q1: 57,837 shares; 2026Q2: 61,865 shares; 2026Q3: 69,083 shares 69,083 $6.5M 0.77% +7,218 Timeline DIVB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 55,492 shares; 2025Q1: 63,606 shares; 2025Q2: 82,823 shares; 2025Q3: 97,348 shares; 2025Q4: 99,949 shares; 2026Q1: 102,567 shares; 2026Q2: 100,714 shares; 2026Q3: 99,250 shares 99,250 $6.4M 0.76% -1,464 Timeline XSHQ 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; 2024Q4: 177,554 shares; 2025Q1: 205,198 shares; 2025Q2: 191,423 shares; 2025Q3: 206,216 shares; 2025Q4: 204,368 shares; 2026Q1: 177,110 shares; 2026Q2: 139,859 shares; 2026Q3: 140,087 shares 140,087 $6.29M 0.75% +228 Timeline FESM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 26,684 shares; 2026Q1: 57,407 shares; 2026Q2: 117,082 shares; 2026Q3: 137,686 shares 137,686 $6.19M 0.73% +20,604 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; 2024Q4: 21,976 shares; 2025Q1: 29,279 shares; 2025Q2: 36,572 shares; 2025Q3: 46,907 shares; 2025Q4: 105,313 shares; 2026Q1: 118,401 shares; 2026Q2: 136,478 shares; 2026Q3: 146,411 shares 146,411 $6.07M 0.72% +9,933 Timeline EZM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 81,113 shares; 2025Q1: 89,242 shares; 2025Q2: 91,652 shares; 2025Q3: 94,262 shares; 2025Q4: 80,120 shares; 2026Q1: 79,810 shares; 2026Q2: 77,786 shares; 2026Q3: 81,381 shares 81,381 $5.83M 0.69% +3,595 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,401 shares; 2025Q1: 12,617 shares; 2025Q2: 12,642 shares; 2025Q3: 12,542 shares; 2025Q4: 12,767 shares; 2026Q1: 12,642 shares; 2026Q2: 12,643 shares; 2026Q3: 12,848 shares 12,848 $5.81M 0.69% +205 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 100,758 shares; 2025Q1: 122,501 shares; 2025Q2: 119,753 shares; 2025Q3: 136,238 shares; 2025Q4: 100,861 shares; 2026Q1: 99,746 shares; 2026Q2: 100,377 shares; 2026Q3: 100,137 shares 100,137 $5.59M 0.66% -240 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,790 shares; 2025Q1: 16,680 shares; 2025Q2: 16,904 shares; 2025Q3: 16,968 shares; 2025Q4: 16,754 shares; 2026Q1: 16,793 shares; 2026Q2: 16,368 shares; 2026Q3: 16,091 shares 16,091 $5.48M 0.65% -277 Timeline SYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 118,541 shares; 2025Q1: 128,030 shares; 2025Q2: 98,757 shares; 2025Q3: 90,015 shares; 2025Q4: 74,490 shares; 2026Q1: 71,179 shares; 2026Q2: 70,058 shares; 2026Q3: 66,500 shares 66,500 $5.36M 0.64% -3,558 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 34,721 shares; 2025Q1: 41,336 shares; 2025Q2: 42,065 shares; 2025Q3: 45,824 shares; 2025Q4: 41,115 shares; 2026Q1: 41,680 shares; 2026Q2: 41,485 shares; 2026Q3: 43,543 shares 43,543 $5.22M 0.62% +2,058 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 65,268 shares; 2025Q1: 65,966 shares; 2025Q2: 67,400 shares; 2025Q3: 64,721 shares; 2025Q4: 65,495 shares; 2026Q1: 67,196 shares; 2026Q2: 69,519 shares; 2026Q3: 71,389 shares 71,389 $5.14M 0.61% +1,870 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; 2024Q4: 8,784 shares; 2025Q1: 8,970 shares; 2025Q2: 9,379 shares; 2025Q3: 9,165 shares; 2025Q4: 10,005 shares; 2026Q1: 10,349 shares; 2026Q2: 53,888 shares; 2026Q3: 54,840 shares 54,840 $5.08M 0.6% +952 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; 2024Q4: not reported; 2025Q1: 3,174 shares; 2025Q2: 6,877 shares; 2025Q3: 9,734 shares; 2025Q4: 22,869 shares; 2026Q1: 26,284 shares; 2026Q2: 29,037 shares; 2026Q3: 33,316 shares 33,316 $4.89M 0.58% +4,279 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 50,159 shares; 2025Q1: 50,579 shares; 2025Q2: 50,506 shares; 2025Q3: 48,098 shares; 2025Q4: 46,679 shares; 2026Q1: 45,720 shares; 2026Q2: 44,873 shares; 2026Q3: 44,153 shares 44,153 $4.87M 0.58% -720 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,177 shares; 2025Q1: 8,047 shares; 2025Q2: 8,169 shares; 2025Q3: 7,972 shares; 2025Q4: 7,504 shares; 2026Q1: 7,432 shares; 2026Q2: 7,297 shares; 2026Q3: 7,339 shares 7,339 $4.82M 0.57% +42 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 23,324 shares; 2025Q1: 26,368 shares; 2025Q2: 26,691 shares; 2025Q3: 26,355 shares; 2025Q4: 26,138 shares; 2026Q1: 29,965 shares; 2026Q2: 30,742 shares; 2026Q3: 32,352 shares 32,352 $4.6M 0.55% +1,610 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 128,138 shares; 2025Q1: 103,325 shares; 2025Q2: 35,762 shares; 2025Q3: 41,204 shares; 2025Q4: 43,411 shares; 2026Q1: 30,906 shares; 2026Q2: 80,613 shares; 2026Q3: 90,953 shares 90,953 $4.59M 0.54% +10,340 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 85,920 shares; 2025Q1: 84,898 shares; 2025Q2: 86,526 shares; 2025Q3: 76,821 shares; 2025Q4: 76,136 shares; 2026Q1: 78,030 shares; 2026Q2: 83,172 shares; 2026Q3: 86,310 shares 86,310 $4.35M 0.52% +3,138 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; 2024Q4: 5,639 shares; 2025Q1: 5,681 shares; 2025Q2: 5,675 shares; 2025Q3: 5,208 shares; 2025Q4: 5,265 shares; 2026Q1: 6,187 shares; 2026Q2: 5,609 shares; 2026Q3: 5,678 shares 5,678 $4.33M 0.51% +69 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; 2024Q4: 11,057 shares; 2025Q1: 13,917 shares; 2025Q2: 13,939 shares; 2025Q3: 13,903 shares; 2025Q4: 13,923 shares; 2026Q1: 13,952 shares; 2026Q2: 14,004 shares; 2026Q3: 12,797 shares 12,797 $4.23M 0.5% -1,207 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; 2024Q4: 44,209 shares; 2025Q1: 47,114 shares; 2025Q2: 47,883 shares; 2025Q3: 45,201 shares; 2025Q4: 42,760 shares; 2026Q1: 44,146 shares; 2026Q2: 46,448 shares; 2026Q3: 49,966 shares 49,966 $3.91M 0.46% +3,518 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 26,049 shares; 2025Q1: 26,937 shares; 2025Q2: 26,870 shares; 2025Q3: 26,029 shares; 2025Q4: 26,631 shares; 2026Q1: 27,659 shares; 2026Q2: 28,193 shares; 2026Q3: 28,513 shares 28,513 $3.88M 0.46% +320 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 86,316 shares; 2025Q1: 92,184 shares; 2025Q2: 91,717 shares; 2025Q3: 97,030 shares; 2025Q4: 91,284 shares; 2026Q1: 94,385 shares; 2026Q2: 91,641 shares; 2026Q3: 94,948 shares 94,948 $3.73M 0.44% +3,307 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; 2024Q4: 6,415 shares; 2025Q1: 6,557 shares; 2025Q2: 6,533 shares; 2025Q3: 7,637 shares; 2025Q4: 7,626 shares; 2026Q1: 7,632 shares; 2026Q2: 7,525 shares; 2026Q3: 7,302 shares 7,302 $3.64M 0.43% -223 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; 2024Q4: 38,395 shares; 2025Q1: 45,483 shares; 2025Q2: 57,061 shares; 2025Q3: 72,041 shares; 2025Q4: 62,562 shares; 2026Q1: 65,593 shares; 2026Q2: 122,499 shares; 2026Q3: 130,176 shares 130,176 $3.62M 0.43% +7,677 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 29,187 shares; 2025Q1: 29,163 shares; 2025Q2: 28,636 shares; 2025Q3: 27,565 shares; 2025Q4: 27,886 shares; 2026Q1: 32,011 shares; 2026Q2: 27,679 shares; 2026Q3: 25,984 shares 25,984 $3.57M 0.42% -1,695 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 70,500 shares; 2025Q1: 82,817 shares; 2025Q2: 74,496 shares; 2025Q3: 65,669 shares; 2025Q4: 66,316 shares; 2026Q1: 67,056 shares; 2026Q2: 65,762 shares; 2026Q3: 66,117 shares 66,117 $3.49M 0.41% +355 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,933 shares; 2025Q1: 13,339 shares; 2025Q2: 10,610 shares; 2025Q3: 13,301 shares; 2025Q4: 40,779 shares; 2026Q1: 46,406 shares; 2026Q2: 50,245 shares; 2026Q3: 54,838 shares 54,838 $3.46M 0.41% +4,593 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,595 shares; 2025Q1: 9,403 shares; 2025Q2: 9,595 shares; 2025Q3: 9,758 shares; 2025Q4: 9,748 shares; 2026Q1: 9,815 shares; 2026Q2: 9,846 shares; 2026Q3: 9,702 shares 9,702 $3.34M 0.4% -144 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 24,905 shares; 2025Q1: 24,344 shares; 2025Q2: 25,050 shares; 2025Q3: 29,296 shares; 2025Q4: 28,522 shares; 2026Q1: 28,642 shares; 2026Q2: 32,705 shares; 2026Q3: 33,157 shares 33,157 $3.31M 0.39% +452 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; 2024Q4: not reported; 2025Q1: 16,721 shares; 2025Q2: 66,364 shares; 2025Q3: 66,919 shares; 2025Q4: 76,782 shares; 2026Q1: 81,891 shares; 2026Q2: 86,975 shares; 2026Q3: 93,706 shares 93,706 $3.28M 0.39% +6,731 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,266 shares; 2025Q1: 4,093 shares; 2025Q2: 11,161 shares; 2025Q3: 14,887 shares; 2025Q4: 16,771 shares; 2026Q1: 17,247 shares; 2026Q2: 19,656 shares; 2026Q3: 20,157 shares 20,157 $3.18M 0.38% +501 Timeline JSMD JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 31,844 shares; 2025Q1: 34,077 shares; 2025Q2: 34,191 shares; 2025Q3: 31,744 shares; 2025Q4: 34,626 shares; 2026Q1: 35,770 shares; 2026Q2: 33,997 shares; 2026Q3: 34,842 shares 34,842 $3.11M 0.37% +845 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; 2024Q4: 2,881 shares; 2025Q1: 2,930 shares; 2025Q2: 2,817 shares; 2025Q3: 2,802 shares; 2025Q4: 2,748 shares; 2026Q1: 2,737 shares; 2026Q2: 2,741 shares; 2026Q3: 2,683 shares 2,683 $3.1M 0.37% -58 Timeline PRFZ 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 51,579 shares; 2025Q3: 52,128 shares; 2025Q4: 55,659 shares; 2026Q1: 58,377 shares; 2026Q2: 58,931 shares; 2026Q3: 59,025 shares 59,025 $3.09M 0.37% +94 Timeline MUJ BLACKROCK MUNIHLDGS NJ QLTY More: the full row for BLACKROCK MUNIHLDGS NJ QLTY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 90,678 shares; 2025Q1: 123,845 shares; 2025Q2: 143,601 shares; 2025Q3: 194,398 shares; 2025Q4: 213,392 shares; 2026Q1: 226,216 shares; 2026Q2: 239,996 shares; 2026Q3: 270,992 shares 270,992 $3.06M 0.36% +30,996 Timeline PAAA PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,537 shares; 2025Q3: 30,353 shares; 2025Q4: 36,684 shares; 2026Q1: 30,473 shares; 2026Q2: 48,283 shares; 2026Q3: 57,050 shares 57,050 $2.93M 0.35% +8,767 Timeline PKW 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; 2024Q4: 16,928 shares; 2025Q1: 17,844 shares; 2025Q2: 20,762 shares; 2025Q3: 20,172 shares; 2025Q4: 20,500 shares; 2026Q1: 21,089 shares; 2026Q2: 20,898 shares; 2026Q3: 20,395 shares 20,395 $2.92M 0.35% -503 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 30,290 shares; 2025Q1: 36,930 shares; 2025Q2: 36,174 shares; 2025Q3: 40,098 shares; 2025Q4: 30,650 shares; 2026Q1: 32,375 shares; 2026Q2: 32,889 shares; 2026Q3: 33,898 shares 33,898 $2.86M 0.34% +1,009 Timeline IGEB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 57,027 shares; 2025Q1: 87,018 shares; 2025Q2: 94,737 shares; 2025Q3: 131,582 shares; 2025Q4: 173,670 shares; 2026Q1: 176,984 shares; 2026Q2: 135,818 shares; 2026Q3: 66,869 shares 66,869 $2.86M 0.34% -68,949 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,983 shares; 2025Q4: 31,898 shares; 2026Q1: 39,163 shares; 2026Q2: 45,216 shares; 2026Q3: 54,360 shares 54,360 $2.86M 0.34% +9,144 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; 2024Q4: 2,438 shares; 2025Q1: 2,447 shares; 2025Q2: 2,774 shares; 2025Q3: 2,621 shares; 2025Q4: 2,606 shares; 2026Q1: 4,611 shares; 2026Q2: 3,145 shares; 2026Q3: 3,761 shares 3,761 $2.78M 0.33% +616 Timeline IDHQ 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; 2024Q4: 74,956 shares; 2025Q1: 73,872 shares; 2025Q2: 73,842 shares; 2025Q3: 68,251 shares; 2025Q4: 66,964 shares; 2026Q1: 65,988 shares; 2026Q2: 65,396 shares; 2026Q3: 64,368 shares 64,368 $2.78M 0.33% -1,028 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; 2024Q4: 54,003 shares; 2025Q1: 54,301 shares; 2025Q2: 55,154 shares; 2025Q3: 50,564 shares; 2025Q4: 49,592 shares; 2026Q1: 48,194 shares; 2026Q2: 46,573 shares; 2026Q3: 45,158 shares 45,158 $2.76M 0.33% -1,415 Timeline SPGP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 40,014 shares; 2025Q1: 39,918 shares; 2025Q2: 32,471 shares; 2025Q3: 29,716 shares; 2025Q4: 27,732 shares; 2026Q1: 25,755 shares; 2026Q2: 24,147 shares; 2026Q3: 23,108 shares 23,108 $2.75M 0.33% -1,039 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 29,282 shares; 2025Q1: 28,992 shares; 2025Q2: 27,835 shares; 2025Q3: 26,431 shares; 2025Q4: 28,506 shares; 2026Q1: 28,402 shares; 2026Q2: 28,908 shares; 2026Q3: 28,990 shares 28,990 $2.74M 0.32% +82 Timeline AOHY ANGEL OAK FUNDS TRUST More: the full row for ANGEL OAK FUNDS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 112,254 shares; 2026Q3: 246,528 shares 246,528 $2.63M 0.31% +134,274 Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 33,079 shares; 2025Q1: 35,888 shares; 2025Q2: 39,677 shares; 2025Q3: 43,116 shares; 2025Q4: 51,771 shares; 2026Q1: 56,314 shares; 2026Q2: 60,162 shares; 2026Q3: 63,883 shares 63,883 $2.55M 0.3% +3,721 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; 2024Q4: 3,166 shares; 2025Q1: 3,374 shares; 2025Q2: 3,337 shares; 2025Q3: 3,254 shares; 2025Q4: 3,243 shares; 2026Q1: 3,447 shares; 2026Q2: 3,232 shares; 2026Q3: 3,502 shares 3,502 $2.54M 0.3% +270 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,550 shares; 2025Q1: 8,815 shares; 2025Q2: 10,086 shares; 2025Q3: 13,459 shares; 2025Q4: 15,616 shares; 2026Q1: 19,641 shares; 2026Q2: 22,225 shares; 2026Q3: 25,808 shares 25,808 $2.52M 0.3% +3,583 Timeline CLOI VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 34,335 shares; 2025Q3: 36,953 shares; 2025Q4: 46,015 shares; 2026Q1: 32,745 shares; 2026Q2: 38,688 shares; 2026Q3: 45,530 shares 45,530 $2.41M 0.29% +6,842 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 23,834 shares; 2025Q1: 29,179 shares; 2025Q2: 28,718 shares; 2025Q3: 28,868 shares; 2025Q4: 29,597 shares; 2026Q1: 30,639 shares; 2026Q2: 29,966 shares; 2026Q3: 29,905 shares 29,905 $2.37M 0.28% -61 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 16,123 shares; 2025Q1: 16,276 shares; 2025Q2: 16,517 shares; 2025Q3: 16,263 shares; 2025Q4: 16,396 shares; 2026Q1: 16,513 shares; 2026Q2: 16,288 shares; 2026Q3: 16,463 shares 16,463 $2.27M 0.27% +175 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,074 shares; 2025Q1: 10,497 shares; 2025Q2: 12,149 shares; 2025Q3: 12,025 shares; 2025Q4: 11,643 shares; 2026Q1: 11,324 shares; 2026Q2: 8,813 shares; 2026Q3: 8,458 shares 8,458 $2.23M 0.27% -355 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; 2024Q4: 20,524 shares; 2025Q1: 41,300 shares; 2025Q2: 38,051 shares; 2025Q3: 41,867 shares; 2025Q4: 54,295 shares; 2026Q1: 58,979 shares; 2026Q2: 47,874 shares; 2026Q3: 46,734 shares 46,734 $2.22M 0.26% -1,140 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 33,732 shares; 2025Q3: 43,125 shares; 2025Q4: 50,067 shares; 2026Q1: 54,703 shares; 2026Q2: 54,889 shares; 2026Q3: 55,631 shares 55,631 $2.21M 0.26% +742 Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 25,145 shares; 2025Q1: 31,092 shares; 2025Q2: 35,877 shares; 2025Q3: 36,655 shares; 2025Q4: 45,299 shares; 2026Q1: 47,368 shares; 2026Q2: 50,019 shares; 2026Q3: 50,966 shares 50,966 $2.19M 0.26% +947 Timeline AVDV 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; 2024Q4: 6,999 shares; 2025Q1: 10,275 shares; 2025Q2: 12,260 shares; 2025Q3: 14,626 shares; 2025Q4: 14,528 shares; 2026Q1: 16,463 shares; 2026Q2: 18,912 shares; 2026Q3: 19,914 shares 19,914 $2.18M 0.26% +1,002 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,388 shares; 2025Q1: 18,299 shares; 2025Q2: 17,466 shares; 2025Q3: 17,341 shares; 2025Q4: 17,053 shares; 2026Q1: 17,230 shares; 2026Q2: 16,762 shares; 2026Q3: 16,757 shares 16,757 $2.17M 0.26% -5 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,545 shares; 2025Q1: 7,678 shares; 2025Q2: 7,678 shares; 2025Q3: 7,579 shares; 2025Q4: 7,590 shares; 2026Q1: 7,594 shares; 2026Q2: 7,513 shares; 2026Q3: 6,851 shares 6,851 $2.14M 0.25% -662 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 21,603 shares; 2025Q1: 21,473 shares; 2025Q2: 23,146 shares; 2025Q3: 20,050 shares; 2025Q4: 20,469 shares; 2026Q1: 20,738 shares; 2026Q2: 38,687 shares; 2026Q3: 39,513 shares 39,513 $2.14M 0.25% +826 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; 2024Q4: 3,154 shares; 2025Q1: 3,960 shares; 2025Q2: 3,918 shares; 2025Q3: 3,902 shares; 2025Q4: 3,912 shares; 2026Q1: 3,916 shares; 2026Q2: 23,478 shares; 2026Q3: 23,475 shares 23,475 $2.12M 0.25% -3 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 24,981 shares; 2025Q1: 28,300 shares; 2025Q2: 29,217 shares; 2025Q3: 29,339 shares; 2025Q4: 29,858 shares; 2026Q1: 29,711 shares; 2026Q2: 29,879 shares; 2026Q3: 29,878 shares 29,878 $2.11M 0.25% -1 Timeline DNL WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 84,530 shares; 2025Q1: 80,000 shares; 2025Q2: 59,711 shares; 2025Q3: 46,156 shares; 2025Q4: 45,760 shares; 2026Q1: 46,848 shares; 2026Q2: 46,237 shares; 2026Q3: 46,993 shares 46,993 $2.1M 0.25% +756 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 25,751 shares; 2025Q1: 25,419 shares; 2025Q2: 26,095 shares; 2025Q3: 26,342 shares; 2025Q4: 26,405 shares; 2026Q1: 27,834 shares; 2026Q2: 28,648 shares; 2026Q3: 28,293 shares 28,293 $2.06M 0.24% -355 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; 2024Q4: 37,907 shares; 2025Q1: 36,884 shares; 2025Q2: 40,913 shares; 2025Q3: 40,619 shares; 2025Q4: 39,933 shares; 2026Q1: 39,879 shares; 2026Q2: 38,628 shares; 2026Q3: 37,608 shares 37,608 $2.05M 0.24% -1,020 Timeline RPV 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; 2024Q4: 18,542 shares; 2025Q1: 19,076 shares; 2025Q2: 20,072 shares; 2025Q3: 18,843 shares; 2025Q4: 18,674 shares; 2026Q1: 18,452 shares; 2026Q2: 18,004 shares; 2026Q3: 17,567 shares 17,567 $2.02M 0.24% -437 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,518 shares; 2025Q4: 6,299 shares; 2026Q1: 7,622 shares; 2026Q2: 13,064 shares; 2026Q3: 43,912 shares 43,912 $1.97M 0.23% +30,848 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; 2024Q4: 7,899 shares; 2025Q1: 8,137 shares; 2025Q2: 8,555 shares; 2025Q3: 8,323 shares; 2025Q4: 8,448 shares; 2026Q1: 8,441 shares; 2026Q2: 8,529 shares; 2026Q3: 8,481 shares 8,481 $1.96M 0.23% -48 Timeline IUS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,778 shares; 2025Q1: 15,359 shares; 2025Q2: 26,395 shares; 2025Q3: 24,612 shares; 2025Q4: 25,160 shares; 2026Q1: 25,478 shares; 2026Q2: 25,072 shares; 2026Q3: 28,865 shares 28,865 $1.96M 0.23% +3,793 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,339 shares; 2025Q1: 5,268 shares; 2025Q2: 5,309 shares; 2025Q3: 5,309 shares; 2025Q4: 5,306 shares; 2026Q1: 5,338 shares; 2026Q2: 5,337 shares; 2026Q3: 5,421 shares 5,421 $1.95M 0.23% +84 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; 2024Q4: 4,669 shares; 2025Q1: 3,717 shares; 2025Q2: 3,681 shares; 2025Q3: 4,138 shares; 2025Q4: 4,176 shares; 2026Q1: 4,863 shares; 2026Q2: 5,204 shares; 2026Q3: 5,203 shares 5,203 $1.95M 0.23% -1 Timeline GMUB 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,457 shares; 2026Q3: 39,828 shares 39,828 $1.94M 0.23% +33,371 Timeline ISCF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,729 shares; 2025Q1: 22,455 shares; 2025Q2: 22,531 shares; 2025Q3: 24,865 shares; 2025Q4: 31,057 shares; 2026Q1: 34,941 shares; 2026Q2: 40,916 shares; 2026Q3: 43,400 shares 43,400 $1.94M 0.23% +2,484 Timeline VIOO 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; 2024Q4: 13,924 shares; 2025Q1: 15,229 shares; 2025Q2: 14,759 shares; 2025Q3: 14,434 shares; 2025Q4: 14,784 shares; 2026Q1: 15,613 shares; 2026Q2: 14,650 shares; 2026Q3: 15,171 shares 15,171 $1.92M 0.23% +521 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,244 shares; 2025Q4: 1,259 shares; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 9,855 shares 9,855 $1.84M 0.22% new Timeline FNDE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,241 shares; 2025Q1: 26,497 shares; 2025Q2: 34,192 shares; 2025Q3: 34,832 shares; 2025Q4: 35,679 shares; 2026Q1: 35,589 shares; 2026Q2: 40,206 shares; 2026Q3: 42,381 shares 42,381 $1.77M 0.21% +2,175 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 19,023 shares; 2025Q1: 19,348 shares; 2025Q2: 19,102 shares; 2025Q3: 19,214 shares; 2025Q4: 19,403 shares; 2026Q1: 19,516 shares; 2026Q2: 19,053 shares; 2026Q3: 18,880 shares 18,880 $1.72M 0.2% -173 Timeline DTH WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 35,857 shares; 2025Q1: 33,664 shares; 2025Q2: 32,548 shares; 2025Q3: 29,785 shares; 2025Q4: 29,580 shares; 2026Q1: 30,002 shares; 2026Q2: 30,138 shares; 2026Q3: 30,444 shares 30,444 $1.7M 0.2% +306 Timeline IWL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,372 shares; 2025Q3: 3,530 shares; 2025Q4: 4,374 shares; 2026Q1: 5,071 shares; 2026Q2: 6,535 shares; 2026Q3: 8,891 shares 8,891 $1.69M 0.2% +2,356 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,998 shares; 2025Q3: 1,784 shares; 2025Q4: 1,659 shares; 2026Q1: 1,665 shares; 2026Q2: 1,545 shares; 2026Q3: 1,585 shares 1,585 $1.69M 0.2% +40 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; 2024Q4: 2,800 shares; 2025Q1: 3,125 shares; 2025Q2: 3,909 shares; 2025Q3: 3,907 shares; 2025Q4: 3,960 shares; 2026Q1: 3,959 shares; 2026Q2: 3,900 shares; 2026Q3: 3,879 shares 3,879 $1.67M 0.2% -21 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,773 shares; 2025Q1: 6,711 shares; 2025Q2: 6,313 shares; 2025Q3: 6,256 shares; 2025Q4: 6,182 shares; 2026Q1: 6,741 shares; 2026Q2: 6,036 shares; 2026Q3: 6,285 shares 6,285 $1.66M 0.2% +249 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,698 shares; 2025Q1: 1,840 shares; 2025Q2: 1,913 shares; 2025Q3: 1,986 shares; 2025Q4: 1,954 shares; 2026Q1: 1,899 shares; 2026Q2: 1,946 shares; 2026Q3: 2,038 shares 2,038 $1.65M 0.2% +92 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,008 shares; 2025Q1: 15,380 shares; 2025Q2: 15,435 shares; 2025Q3: 15,332 shares; 2025Q4: 15,340 shares; 2026Q1: 15,383 shares; 2026Q2: 15,747 shares; 2026Q3: 15,785 shares 15,785 $1.64M 0.19% +38 Timeline BRTR BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 5,386 shares; 2025Q2: 26,425 shares; 2025Q3: 30,166 shares; 2025Q4: 31,302 shares; 2026Q1: 35,016 shares; 2026Q2: 43,298 shares; 2026Q3: 33,712 shares 33,712 $1.61M 0.19% -9,586 Timeline SYSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,230 shares; 2026Q2: 11,744 shares; 2026Q3: 18,772 shares 18,772 $1.58M 0.19% +7,028 Timeline FQAL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,412 shares; 2026Q1: 12,842 shares; 2026Q2: 15,308 shares; 2026Q3: 18,861 shares 18,861 $1.57M 0.19% +3,553 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,021 shares; 2025Q1: 5,804 shares; 2025Q2: 6,020 shares; 2025Q3: 6,150 shares; 2025Q4: 6,048 shares; 2026Q1: 6,280 shares; 2026Q2: 5,987 shares; 2026Q3: 5,985 shares 5,985 $1.57M 0.19% -2 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,308 shares; 2025Q1: 14,484 shares; 2025Q2: 16,986 shares; 2025Q3: 21,269 shares; 2025Q4: 18,099 shares; 2026Q1: 18,592 shares; 2026Q2: 18,154 shares; 2026Q3: 18,130 shares 18,130 $1.52M 0.18% -24 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; 2024Q4: 17,187 shares; 2025Q1: 20,035 shares; 2025Q2: 19,975 shares; 2025Q3: 19,792 shares; 2025Q4: 19,641 shares; 2026Q1: 19,606 shares; 2026Q2: 19,230 shares; 2026Q3: 18,988 shares 18,988 $1.52M 0.18% -242 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; 2024Q4: 1,781 shares; 2025Q1: 1,875 shares; 2025Q2: 1,875 shares; 2025Q3: 1,865 shares; 2025Q4: 1,757 shares; 2026Q1: 1,747 shares; 2026Q2: 1,743 shares; 2026Q3: 1,590 shares 1,590 $1.51M 0.18% -153 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,864 shares; 2025Q1: 10,262 shares; 2025Q2: 11,457 shares; 2025Q3: 12,864 shares; 2025Q4: 15,330 shares; 2026Q1: 15,991 shares; 2026Q2: 16,687 shares; 2026Q3: 16,687 shares 16,687 $1.5M 0.18% 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; 2024Q4: 73,181 shares; 2025Q1: 76,325 shares; 2025Q2: 79,670 shares; 2025Q3: 71,967 shares; 2025Q4: 70,422 shares; 2026Q1: 68,126 shares; 2026Q2: 66,911 shares; 2026Q3: 52,094 shares 52,094 $1.49M 0.18% -14,817 Timeline DIHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 65,672 shares; 2025Q1: 49,231 shares; 2025Q2: 46,835 shares; 2025Q3: 42,300 shares; 2025Q4: 42,039 shares; 2026Q1: 43,046 shares; 2026Q2: 43,269 shares; 2026Q3: 43,815 shares 43,815 $1.48M 0.18% +546 Timeline SPBO SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 120,978 shares; 2025Q1: 143,212 shares; 2025Q2: 125,290 shares; 2025Q3: 167,865 shares; 2025Q4: 200,119 shares; 2026Q1: 212,279 shares; 2026Q2: 140,249 shares; 2026Q3: 53,431 shares 53,431 $1.47M 0.17% -86,818 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; 2024Q4: 14,690 shares; 2025Q1: 14,459 shares; 2025Q2: 12,809 shares; 2025Q3: 12,189 shares; 2025Q4: 11,990 shares; 2026Q1: 12,415 shares; 2026Q2: 10,650 shares; 2026Q3: 10,090 shares 10,090 $1.47M 0.17% -560 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; 2024Q4: 4,362 shares; 2025Q1: 5,297 shares; 2025Q2: 5,276 shares; 2025Q3: 5,274 shares; 2025Q4: 5,405 shares; 2026Q1: 5,417 shares; 2026Q2: 4,994 shares; 2026Q3: 5,097 shares 5,097 $1.45M 0.17% +103 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,570 shares; 2025Q1: 8,000 shares; 2025Q2: 7,998 shares; 2025Q3: 7,946 shares; 2025Q4: 7,801 shares; 2026Q1: 7,752 shares; 2026Q2: 7,596 shares; 2026Q3: 7,513 shares 7,513 $1.41M 0.17% -83 Timeline QLTY GMO ETF TRUST More: the full row for GMO ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,140 shares; 2025Q1: 12,143 shares; 2025Q2: 12,842 shares; 2025Q3: 12,962 shares; 2025Q4: 12,881 shares; 2026Q1: 24,449 shares; 2026Q2: 28,539 shares; 2026Q3: 32,686 shares 32,686 $1.4M 0.17% +4,147 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,222 shares; 2025Q1: 12,017 shares; 2025Q2: 12,769 shares; 2025Q3: 14,021 shares; 2025Q4: 13,278 shares; 2026Q1: 14,198 shares; 2026Q2: 14,749 shares; 2026Q3: 14,693 shares 14,693 $1.4M 0.17% -56 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; 2024Q4: 3,408 shares; 2025Q1: 3,409 shares; 2025Q2: 3,413 shares; 2025Q3: 3,376 shares; 2025Q4: 6,753 shares; 2026Q1: 6,754 shares; 2026Q2: 6,886 shares; 2026Q3: 7,035 shares 7,035 $1.38M 0.16% +149 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,599 shares; 2025Q1: 12,612 shares; 2025Q2: 14,119 shares; 2025Q3: 14,838 shares; 2025Q4: 14,985 shares; 2026Q1: 16,420 shares; 2026Q2: 17,079 shares; 2026Q3: 18,070 shares 18,070 $1.37M 0.16% +991 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,642 shares; 2025Q1: 1,705 shares; 2025Q2: 1,734 shares; 2025Q3: 1,897 shares; 2025Q4: 2,038 shares; 2026Q1: 2,018 shares; 2026Q2: 2,013 shares; 2026Q3: 1,986 shares 1,986 $1.33M 0.16% -27 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; 2024Q4: 23,698 shares; 2025Q1: 24,992 shares; 2025Q2: 25,685 shares; 2025Q3: 25,360 shares; 2025Q4: 25,069 shares; 2026Q1: 23,780 shares; 2026Q2: 24,741 shares; 2026Q3: 24,333 shares 24,333 $1.3M 0.15% -408 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 16,677 shares; 2025Q1: 15,343 shares; 2025Q2: 21,685 shares; 2025Q3: 34,849 shares; 2025Q4: 38,770 shares; 2026Q1: 39,129 shares; 2026Q2: 39,868 shares; 2026Q3: 25,868 shares 25,868 $1.29M 0.15% -14,000 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,480 shares; 2026Q2: 5,473 shares; 2026Q3: 5,423 shares 5,423 $1.26M 0.15% -50 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,938 shares; 2025Q1: 13,892 shares; 2025Q2: 13,838 shares; 2025Q3: 12,439 shares; 2025Q4: 12,243 shares; 2026Q1: 13,019 shares; 2026Q2: 12,714 shares; 2026Q3: 12,748 shares 12,748 $1.26M 0.15% +34 Timeline XMVM INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 18,928 shares; 2025Q1: 22,306 shares; 2025Q2: 20,604 shares; 2025Q3: 18,857 shares; 2025Q4: 17,622 shares; 2026Q1: 17,983 shares; 2026Q2: 17,827 shares; 2026Q3: 18,037 shares 18,037 $1.26M 0.15% +210 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; 2024Q4: 6,444 shares; 2025Q1: 10,422 shares; 2025Q2: 11,045 shares; 2025Q3: 11,013 shares; 2025Q4: 11,213 shares; 2026Q1: 12,433 shares; 2026Q2: 11,280 shares; 2026Q3: 11,606 shares 11,606 $1.25M 0.15% +326 Timeline HYDB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 7,011 shares; 2025Q2: 10,920 shares; 2025Q3: 11,302 shares; 2025Q4: 11,281 shares; 2026Q1: 10,313 shares; 2026Q2: 9,671 shares; 2026Q3: 27,728 shares 27,728 $1.25M 0.15% +18,057 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,492 shares; 2025Q1: 13,361 shares; 2025Q2: 13,034 shares; 2025Q3: 12,984 shares; 2025Q4: 12,858 shares; 2026Q1: 12,963 shares; 2026Q2: 12,945 shares; 2026Q3: 12,790 shares 12,790 $1.24M 0.15% -155 Timeline CLOA BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 10,964 shares; 2025Q2: 9,646 shares; 2025Q3: 13,390 shares; 2025Q4: 21,577 shares; 2026Q1: 17,775 shares; 2026Q2: 11,372 shares; 2026Q3: 23,756 shares 23,756 $1.23M 0.15% +12,384 Timeline FDHY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,858 shares; 2025Q1: 14,662 shares; 2025Q2: 13,310 shares; 2025Q3: 11,944 shares; 2025Q4: 11,472 shares; 2026Q1: 12,428 shares; 2026Q2: 14,906 shares; 2026Q3: 25,691 shares 25,691 $1.22M 0.14% +10,785 Timeline XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 101,518 shares; 2025Q1: 133,450 shares; 2025Q2: 142,101 shares; 2025Q3: 119,349 shares; 2025Q4: 137,041 shares; 2026Q1: 136,162 shares; 2026Q2: 138,718 shares; 2026Q3: 121,950 shares 121,950 $1.21M 0.14% -16,768 Timeline NAD NUVEEN QUALITY MUNCP INCOME More: the full row for NUVEEN QUALITY MUNCP INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 78,894 shares; 2025Q1: 59,195 shares; 2025Q2: 74,731 shares; 2025Q3: 110,202 shares; 2025Q4: 114,118 shares; 2026Q1: 123,172 shares; 2026Q2: 125,400 shares; 2026Q3: 119,899 shares 119,899 $1.21M 0.14% -5,501 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,297 shares; 2025Q1: 15,072 shares; 2025Q2: 14,856 shares; 2025Q3: 13,155 shares; 2025Q4: 11,197 shares; 2026Q1: 15,341 shares; 2026Q2: 9,954 shares; 2026Q3: 9,992 shares 9,992 $1.2M 0.14% +38 Timeline SHYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 76,406 shares; 2025Q1: 76,255 shares; 2025Q2: 49,969 shares; 2025Q3: 55,060 shares; 2025Q4: 57,796 shares; 2026Q1: 59,106 shares; 2026Q2: 53,200 shares; 2026Q3: 53,850 shares 53,850 $1.18M 0.14% +650 Timeline GARP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,122 shares; 2026Q1: 11,238 shares; 2026Q2: 11,740 shares; 2026Q3: 13,728 shares 13,728 $1.17M 0.14% +1,988 Timeline PFIG 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; 2024Q4: 30,877 shares; 2025Q1: 34,975 shares; 2025Q2: 38,555 shares; 2025Q3: 44,215 shares; 2025Q4: 32,532 shares; 2026Q1: 35,051 shares; 2026Q2: 41,472 shares; 2026Q3: 50,586 shares 50,586 $1.17M 0.14% +9,114 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; 2024Q4: 48,735 shares; 2025Q1: 50,577 shares; 2025Q2: 50,372 shares; 2025Q3: 49,340 shares; 2025Q4: 49,569 shares; 2026Q1: 49,523 shares; 2026Q2: 50,818 shares; 2026Q3: 47,503 shares 47,503 $1.16M 0.14% -3,315 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,814 shares; 2025Q1: 15,341 shares; 2025Q2: 15,341 shares; 2025Q3: 15,331 shares; 2025Q4: 15,331 shares; 2026Q1: 15,231 shares; 2026Q2: 15,331 shares; 2026Q3: 15,231 shares 15,231 $1.14M 0.14% -100 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,696 shares; 2025Q1: 8,858 shares; 2025Q2: 8,801 shares; 2025Q3: 8,792 shares; 2025Q4: 8,738 shares; 2026Q1: 8,766 shares; 2026Q2: 8,718 shares; 2026Q3: 8,620 shares 8,620 $1.14M 0.14% -98 Timeline EQAL 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; 2024Q4: not reported; 2025Q1: 11,713 shares; 2025Q2: 8,360 shares; 2025Q3: 9,360 shares; 2025Q4: 13,386 shares; 2026Q1: 16,408 shares; 2026Q2: 18,538 shares; 2026Q3: 19,637 shares 19,637 $1.12M 0.13% +1,099 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,394 shares; 2025Q1: 11,412 shares; 2025Q2: 10,924 shares; 2025Q3: 10,849 shares; 2025Q4: 10,881 shares; 2026Q1: 10,829 shares; 2026Q2: 10,800 shares; 2026Q3: 10,800 shares 10,800 $1.12M 0.13% 0 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,330 shares; 2025Q1: 10,415 shares; 2025Q2: 14,680 shares; 2025Q3: 14,680 shares; 2025Q4: 14,808 shares; 2026Q1: 14,886 shares; 2026Q2: 15,770 shares; 2026Q3: 15,930 shares 15,930 $1.12M 0.13% +160 Timeline XSMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 12,566 shares; 2025Q2: 13,541 shares; 2025Q3: 12,865 shares; 2025Q4: 13,688 shares; 2026Q1: 13,538 shares; 2026Q2: 13,031 shares; 2026Q3: 13,589 shares 13,589 $1.11M 0.13% +558 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; 2024Q4: 4,084 shares; 2025Q1: 4,683 shares; 2025Q2: 4,698 shares; 2025Q3: 4,693 shares; 2025Q4: 4,686 shares; 2026Q1: 4,752 shares; 2026Q2: 4,768 shares; 2026Q3: 4,923 shares 4,923 $1.09M 0.13% +155 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,721 shares; 2025Q1: 3,007 shares; 2025Q2: 3,020 shares; 2025Q3: 3,020 shares; 2025Q4: 2,991 shares; 2026Q1: 2,863 shares; 2026Q2: 3,126 shares; 2026Q3: 3,041 shares 3,041 $1.07M 0.13% -85 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,074 shares; 2025Q1: 10,521 shares; 2025Q2: 11,237 shares; 2025Q3: 11,485 shares; 2025Q4: 9,879 shares; 2026Q1: 10,062 shares; 2026Q2: 9,531 shares; 2026Q3: 9,725 shares 9,725 $1.07M 0.13% +194 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,733 shares; 2025Q1: 9,654 shares; 2025Q2: 10,004 shares; 2025Q3: 9,991 shares; 2025Q4: 9,992 shares; 2026Q1: 9,950 shares; 2026Q2: 9,950 shares; 2026Q3: 9,950 shares 9,950 $1.06M 0.13% 0 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,759 shares; 2025Q1: 1,786 shares; 2025Q2: 1,839 shares; 2025Q3: 1,961 shares; 2025Q4: 1,975 shares; 2026Q1: 1,962 shares; 2026Q2: 1,992 shares; 2026Q3: 2,028 shares 2,028 $1.06M 0.13% +36 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,344 shares; 2025Q1: 5,999 shares; 2025Q2: 6,025 shares; 2025Q3: 6,014 shares; 2025Q4: 6,003 shares; 2026Q1: 5,819 shares; 2026Q2: 5,754 shares; 2026Q3: 5,745 shares 5,745 $1.06M 0.13% -9 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,404 shares; 2025Q1: 4,387 shares; 2025Q2: 2,993 shares; 2025Q3: 5,740 shares; 2025Q4: 5,437 shares; 2026Q1: 5,372 shares; 2026Q2: 5,465 shares; 2026Q3: 5,097 shares 5,097 $1.04M 0.12% -368 Timeline MQY BLACKROCK MUNIYILD QULT FD I More: the full row for BLACKROCK MUNIYILD QULT FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 104,494 shares 104,494 $1.04M 0.12% new Timeline NUV NUVEEN MUN VALUE FD INC More: the full row for NUVEEN MUN VALUE FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 121,589 shares; 2025Q1: 131,160 shares; 2025Q2: 89,998 shares; 2025Q3: 96,908 shares; 2025Q4: 120,517 shares; 2026Q1: 156,270 shares; 2026Q2: 189,868 shares; 2026Q3: 124,066 shares 124,066 $1.03M 0.12% -65,802 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 4,781 shares; 2025Q2: 4,656 shares; 2025Q3: 4,636 shares; 2025Q4: 4,613 shares; 2026Q1: 4,700 shares; 2026Q2: 4,609 shares; 2026Q3: 5,046 shares 5,046 $1.03M 0.12% +437 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; 2024Q4: 2,706 shares; 2025Q1: 2,704 shares; 2025Q2: 2,885 shares; 2025Q3: 2,879 shares; 2025Q4: 2,879 shares; 2026Q1: 2,879 shares; 2026Q2: 2,878 shares; 2026Q3: 2,876 shares 2,876 $1.01M 0.12% -2 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; 2024Q4: 2,943 shares; 2025Q1: 3,335 shares; 2025Q2: 3,765 shares; 2025Q3: 3,164 shares; 2025Q4: 3,248 shares; 2026Q1: 3,234 shares; 2026Q2: 12,879 shares; 2026Q3: 12,888 shares 12,888 $1.01M 0.12% +9 Timeline NMZ NUVEEN MUN HIGH INCOME OPPOR More: the full row for NUVEEN MUN HIGH INCOME OPPOR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 110,775 shares; 2026Q3: 111,971 shares 111,971 $1M 0.12% +1,196 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,134 shares; 2025Q1: 5,465 shares; 2025Q2: 3,406 shares; 2025Q3: 3,702 shares; 2025Q4: 3,523 shares; 2026Q1: 3,559 shares; 2026Q2: 3,544 shares; 2026Q3: 3,555 shares 3,555 $988K 0.12% +11 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,220 shares; 2025Q1: 2,319 shares; 2025Q2: 2,269 shares; 2025Q3: 2,269 shares; 2025Q4: 2,235 shares; 2026Q1: 2,213 shares; 2026Q2: 2,120 shares; 2026Q3: 2,145 shares 2,145 $979K 0.12% +25 Timeline GSEW 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,368 shares; 2026Q3: 10,455 shares 10,455 $973K 0.12% +7,087 Timeline PHYL PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 29,473 shares; 2025Q2: 57,722 shares; 2025Q3: 66,451 shares; 2025Q4: 115,560 shares; 2026Q1: 121,146 shares; 2026Q2: 80,731 shares; 2026Q3: 28,899 shares 28,899 $966K 0.11% -51,832 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; 2024Q4: 1,767 shares; 2025Q1: not reported; 2025Q2: 1,558 shares; 2025Q3: 1,558 shares; 2025Q4: 1,468 shares; 2026Q1: 1,473 shares; 2026Q2: 1,442 shares; 2026Q3: 1,572 shares 1,572 $962K 0.11% +130 Timeline AVES 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; 2024Q4: 14,656 shares; 2025Q1: 12,885 shares; 2025Q2: 12,621 shares; 2025Q3: 12,607 shares; 2025Q4: 13,253 shares; 2026Q1: 14,311 shares; 2026Q2: 14,387 shares; 2026Q3: 14,705 shares 14,705 $958K 0.11% +318 Timeline EWJV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,644 shares; 2025Q1: 8,244 shares; 2025Q2: 8,919 shares; 2025Q3: 11,365 shares; 2025Q4: 13,177 shares; 2026Q1: 16,607 shares; 2026Q2: 18,485 shares; 2026Q3: 19,522 shares 19,522 $947K 0.11% +1,037 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; 2024Q4: 868 shares; 2025Q1: 878 shares; 2025Q2: 874 shares; 2025Q3: 852 shares; 2025Q4: 842 shares; 2026Q1: 1,027 shares; 2026Q2: 946 shares; 2026Q3: 1,046 shares 1,046 $942K 0.11% +100 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,857 shares; 2025Q1: 5,245 shares; 2025Q2: 5,344 shares; 2025Q3: 5,344 shares; 2025Q4: 5,135 shares; 2026Q1: 5,221 shares; 2026Q2: 5,052 shares; 2026Q3: 5,072 shares 5,072 $942K 0.11% +20 Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,138 shares; 2025Q1: 17,304 shares; 2025Q2: 12,619 shares; 2025Q3: 14,330 shares; 2025Q4: 14,961 shares; 2026Q1: 14,502 shares; 2026Q2: 12,917 shares; 2026Q3: 13,574 shares 13,574 $939K 0.11% +657 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,938 shares; 2025Q1: 3,272 shares; 2025Q2: 3,868 shares; 2025Q3: 3,847 shares; 2025Q4: 3,744 shares; 2026Q1: 3,855 shares; 2026Q2: 3,088 shares; 2026Q3: 2,742 shares 2,742 $931K 0.11% -346 Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,172 shares; 2025Q1: 11,228 shares; 2025Q2: 10,142 shares; 2025Q3: 10,364 shares; 2025Q4: 8,976 shares; 2026Q1: 8,940 shares; 2026Q2: 8,305 shares; 2026Q3: 8,212 shares 8,212 $917K 0.11% -93 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,020 shares; 2025Q1: 1,363 shares; 2025Q2: 1,748 shares; 2025Q3: 1,909 shares; 2025Q4: 2,010 shares; 2026Q1: 2,039 shares; 2026Q2: 2,155 shares; 2026Q3: 2,170 shares 2,170 $915K 0.11% +15 Timeline AVDS 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,556 shares; 2025Q3: 6,501 shares; 2025Q4: 7,824 shares; 2026Q1: 8,284 shares; 2026Q2: 9,090 shares; 2026Q3: 11,634 shares 11,634 $909K 0.11% +2,544 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,457 shares; 2025Q1: 2,639 shares; 2025Q2: 2,739 shares; 2025Q3: 2,528 shares; 2025Q4: 2,476 shares; 2026Q1: 2,461 shares; 2026Q2: 2,560 shares; 2026Q3: 2,532 shares 2,532 $898K 0.11% -28 Timeline PID 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; 2024Q4: 42,573 shares; 2025Q1: 40,917 shares; 2025Q2: 40,011 shares; 2025Q3: 40,042 shares; 2025Q4: 40,494 shares; 2026Q1: 40,981 shares; 2026Q2: 40,722 shares; 2026Q3: 41,758 shares 41,758 $893K 0.11% +1,036 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; 2024Q4: 992 shares; 2025Q1: 1,129 shares; 2025Q2: 1,128 shares; 2025Q3: 978 shares; 2025Q4: 953 shares; 2026Q1: 958 shares; 2026Q2: 1,006 shares; 2026Q3: 978 shares 978 $890K 0.11% -28 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; 2024Q4: 3,279 shares; 2025Q1: 4,766 shares; 2025Q2: 4,677 shares; 2025Q3: 4,514 shares; 2025Q4: 4,501 shares; 2026Q1: 4,896 shares; 2026Q2: 4,269 shares; 2026Q3: 3,966 shares 3,966 $872K 0.1% -303 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,790 shares; 2025Q1: 5,861 shares; 2025Q2: 5,861 shares; 2025Q3: 5,825 shares; 2025Q4: 5,631 shares; 2026Q1: 5,664 shares; 2026Q2: 5,511 shares; 2026Q3: 5,805 shares 5,805 $861K 0.1% +294 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 390 shares; 2025Q1: 439 shares; 2025Q2: 445 shares; 2025Q3: 489 shares; 2025Q4: 489 shares; 2026Q1: 485 shares; 2026Q2: 476 shares; 2026Q3: 473 shares 473 $857K 0.1% -3 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,450 shares; 2025Q1: 2,890 shares; 2025Q2: 2,353 shares; 2025Q3: 1,951 shares; 2025Q4: 1,948 shares; 2026Q1: 2,412 shares; 2026Q2: 1,945 shares; 2026Q3: 2,229 shares 2,229 $818K 0.1% +284 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 852 shares; 2025Q1: 1,926 shares; 2025Q2: 1,946 shares; 2025Q3: 1,901 shares; 2025Q4: 1,894 shares; 2026Q1: 3,455 shares; 2026Q2: 3,457 shares; 2026Q3: 3,550 shares 3,550 $815K 0.1% +93 Timeline PXH 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,074 shares; 2025Q3: 10,986 shares; 2025Q4: 19,790 shares; 2026Q1: 22,071 shares; 2026Q2: 26,308 shares; 2026Q3: 28,030 shares 28,030 $815K 0.1% +1,722 Timeline DISV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 7,144 shares; 2025Q2: 9,997 shares; 2025Q3: 11,667 shares; 2025Q4: 12,656 shares; 2026Q1: 13,942 shares; 2026Q2: 14,595 shares; 2026Q3: 18,822 shares 18,822 $815K 0.1% +4,227 Timeline VFMO VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,843 shares; 2026Q1: 3,750 shares; 2026Q2: 3,112 shares; 2026Q3: 3,588 shares 3,588 $815K 0.1% +476 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; 2024Q4: 25,401 shares; 2025Q1: 24,108 shares; 2025Q2: 23,699 shares; 2025Q3: 22,340 shares; 2025Q4: 22,296 shares; 2026Q1: 25,372 shares; 2026Q2: 25,388 shares; 2026Q3: 24,887 shares 24,887 $810K 0.1% -501 Timeline VSS 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; 2024Q4: 5,618 shares; 2025Q1: 4,985 shares; 2025Q2: 4,851 shares; 2025Q3: 4,827 shares; 2025Q4: 4,932 shares; 2026Q1: 5,207 shares; 2026Q2: 5,163 shares; 2026Q3: 5,215 shares 5,215 $810K 0.1% +52 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,553 shares; 2025Q4: 4,586 shares; 2026Q1: 5,443 shares; 2026Q2: 5,042 shares; 2026Q3: 4,077 shares 4,077 $807K 0.1% -965 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; 2024Q4: 1,509 shares; 2025Q1: 1,562 shares; 2025Q2: 1,562 shares; 2025Q3: 1,562 shares; 2025Q4: 1,562 shares; 2026Q1: 1,562 shares; 2026Q2: 1,563 shares; 2026Q3: 1,531 shares 1,531 $783K 0.09% -32 Timeline NUW NUVEEN AMT-FREE MUN VALUE FD More: the full row for NUVEEN AMT-FREE MUN VALUE FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,175 shares; 2025Q1: 18,129 shares; 2025Q2: 51,557 shares; 2025Q3: 50,332 shares; 2025Q4: 51,335 shares; 2026Q1: 57,371 shares; 2026Q2: 63,205 shares; 2026Q3: 58,187 shares 58,187 $771K 0.09% -5,018 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 46,182 shares; 2025Q1: 39,042 shares; 2025Q2: 22,447 shares; 2025Q3: 22,545 shares; 2025Q4: 23,378 shares; 2026Q1: 23,438 shares; 2026Q2: 22,806 shares; 2026Q3: 16,272 shares 16,272 $771K 0.09% -6,534 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,949 shares; 2025Q1: 2,899 shares; 2025Q2: 3,170 shares; 2025Q3: 3,170 shares; 2025Q4: 3,152 shares; 2026Q1: 3,579 shares; 2026Q2: 3,294 shares; 2026Q3: 4,065 shares 4,065 $756K 0.09% +771 Timeline MBSF VALUED ADVISERS TR More: the full row for VALUED ADVISERS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 29,684 shares 29,684 $754K 0.09% new Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,480 shares; 2025Q1: 7,936 shares; 2025Q2: 7,573 shares; 2025Q3: 7,602 shares; 2025Q4: 7,631 shares; 2026Q1: 7,658 shares; 2026Q2: 7,686 shares; 2026Q3: 7,271 shares 7,271 $743K 0.09% -415 Timeline ATMP BARCLAYS BANK PLC More: the full row for BARCLAYS BANK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 20,200 shares; 2025Q2: 20,700 shares; 2025Q3: 20,700 shares; 2025Q4: 20,700 shares; 2026Q1: 20,700 shares; 2026Q2: 20,700 shares; 2026Q3: 20,700 shares 20,700 $706K 0.08% 0 Timeline MTBA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 33,489 shares; 2025Q2: 59,069 shares; 2025Q3: 68,632 shares; 2025Q4: 85,919 shares; 2026Q1: 112,595 shares; 2026Q2: 95,391 shares; 2026Q3: 15,095 shares 15,095 $706K 0.08% -80,296 Timeline FSMD FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,182 shares; 2025Q3: 14,885 shares; 2025Q4: 14,758 shares; 2026Q1: 14,549 shares; 2026Q2: 14,113 shares; 2026Q3: 14,264 shares 14,264 $701K 0.08% +151 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,458 shares; 2025Q1: 8,955 shares; 2025Q2: 8,956 shares; 2025Q3: 8,959 shares; 2025Q4: 8,961 shares; 2026Q1: 9,745 shares; 2026Q2: 9,323 shares; 2026Q3: 8,398 shares 8,398 $696K 0.08% -925 Timeline STPZ PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,289 shares; 2026Q1: 6,078 shares; 2026Q2: not reported; 2026Q3: 13,358 shares 13,358 $693K 0.08% new Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 19,770 shares; 2025Q1: 19,218 shares; 2025Q2: 16,098 shares; 2025Q3: 16,180 shares; 2025Q4: 16,256 shares; 2026Q1: 16,618 shares; 2026Q2: 18,373 shares; 2026Q3: 6,751 shares 6,751 $683K 0.08% -11,622 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 55,374 shares; 2025Q4: 54,926 shares; 2026Q1: 55,738 shares; 2026Q2: 56,624 shares; 2026Q3: 56,336 shares 56,336 $679K 0.08% -288 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,732 shares; 2025Q1: 6,782 shares; 2025Q2: 6,778 shares; 2025Q3: 6,778 shares; 2025Q4: 6,778 shares; 2026Q1: 6,778 shares; 2026Q2: 6,780 shares; 2026Q3: 2,039 shares 2,039 $677K 0.08% -4,741 Timeline NAN NUVEEN NY DIVI ADV More: the full row for NUVEEN NY DIVI ADV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 43,174 shares; 2025Q2: 72,455 shares; 2025Q3: 15,093 shares; 2025Q4: 15,563 shares; 2026Q1: 12,579 shares; 2026Q2: 13,103 shares; 2026Q3: 68,842 shares 68,842 $676K 0.08% +55,739 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,396 shares; 2025Q1: 7,752 shares; 2025Q2: 7,956 shares; 2025Q3: 8,671 shares; 2025Q4: 8,471 shares; 2026Q1: 8,260 shares; 2026Q2: 8,164 shares; 2026Q3: 8,236 shares 8,236 $668K 0.08% +72 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,946 shares; 2025Q1: 4,957 shares; 2025Q2: 6,929 shares; 2025Q3: 7,099 shares; 2025Q4: 7,689 shares; 2026Q1: 7,639 shares; 2026Q2: 7,627 shares; 2026Q3: 7,834 shares 7,834 $665K 0.08% +207 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; 2024Q4: 8,669 shares; 2025Q1: 14,837 shares; 2025Q2: 16,330 shares; 2025Q3: 16,604 shares; 2025Q4: 16,423 shares; 2026Q1: 18,172 shares; 2026Q2: 16,673 shares; 2026Q3: 14,401 shares 14,401 $661K 0.08% -2,272 Timeline REIT ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 22,466 shares 22,466 $638K 0.08% new Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,074 shares; 2025Q1: 1,142 shares; 2025Q2: 1,138 shares; 2025Q3: 1,138 shares; 2025Q4: 1,139 shares; 2026Q1: 1,132 shares; 2026Q2: 1,132 shares; 2026Q3: 1,140 shares 1,140 $629K 0.07% +8 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; 2024Q4: 7,635 shares; 2025Q1: 7,989 shares; 2025Q2: 7,896 shares; 2025Q3: 7,122 shares; 2025Q4: 7,126 shares; 2026Q1: 7,011 shares; 2026Q2: 7,276 shares; 2026Q3: 7,287 shares 7,287 $627K 0.07% +11 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; 2024Q4: 8,718 shares; 2025Q1: 10,482 shares; 2025Q2: 9,743 shares; 2025Q3: 9,791 shares; 2025Q4: 9,586 shares; 2026Q1: 9,300 shares; 2026Q2: 7,293 shares; 2026Q3: 5,968 shares 5,968 $626K 0.07% -1,325 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; 2024Q4: 2,590 shares; 2025Q1: 2,544 shares; 2025Q2: 2,510 shares; 2025Q3: 2,516 shares; 2025Q4: 2,515 shares; 2026Q1: 2,489 shares; 2026Q2: 2,434 shares; 2026Q3: 2,670 shares 2,670 $623K 0.07% +236 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,980 shares; 2026Q2: 5,099 shares; 2026Q3: 6,234 shares 6,234 $607K 0.07% +1,135 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,462 shares; 2025Q1: 4,559 shares; 2025Q2: 4,500 shares; 2025Q3: 4,459 shares; 2025Q4: 4,589 shares; 2026Q1: 4,739 shares; 2026Q2: 4,716 shares; 2026Q3: 4,704 shares 4,704 $603K 0.07% -12 Timeline XLI 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; 2024Q4: 3,196 shares; 2025Q1: 3,464 shares; 2025Q2: 3,464 shares; 2025Q3: 3,476 shares; 2025Q4: 3,476 shares; 2026Q1: 4,276 shares; 2026Q2: 3,502 shares; 2026Q3: 3,498 shares 3,498 $584K 0.07% -4 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,748 shares 2,748 $580K 0.07% new Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,282 shares; 2025Q3: 2,312 shares; 2025Q4: 2,362 shares; 2026Q1: 2,412 shares; 2026Q2: 2,402 shares; 2026Q3: 2,255 shares 2,255 $576K 0.07% -147 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,396 shares; 2025Q1: 3,948 shares; 2025Q2: 3,847 shares; 2025Q3: 3,739 shares; 2025Q4: 3,738 shares; 2026Q1: 3,780 shares; 2026Q2: 3,777 shares; 2026Q3: 3,784 shares 3,784 $575K 0.07% +7 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,693 shares; 2025Q1: 8,839 shares; 2025Q2: 7,990 shares; 2025Q3: 7,832 shares; 2025Q4: 8,049 shares; 2026Q1: 8,102 shares; 2026Q2: 7,722 shares; 2026Q3: 7,630 shares 7,630 $575K 0.07% -92 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; 2024Q4: 2,372 shares; 2025Q1: 2,339 shares; 2025Q2: 2,214 shares; 2025Q3: 2,181 shares; 2025Q4: 2,019 shares; 2026Q1: 1,969 shares; 2026Q2: 1,869 shares; 2026Q3: 1,867 shares 1,867 $568K 0.07% -2 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,615 shares; 2025Q1: 2,123 shares; 2025Q2: 2,111 shares; 2025Q3: 2,054 shares; 2025Q4: 2,054 shares; 2026Q1: 2,044 shares; 2026Q2: 2,025 shares; 2026Q3: 2,025 shares 2,025 $558K 0.07% 0 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,030 shares; 2025Q3: 2,130 shares; 2025Q4: 2,130 shares; 2026Q1: 2,009 shares; 2026Q2: 2,073 shares; 2026Q3: 2,065 shares 2,065 $555K 0.07% -8 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 2,094 shares; 2025Q2: 2,424 shares; 2025Q3: 2,926 shares; 2025Q4: 1,653 shares; 2026Q1: 1,804 shares; 2026Q2: 1,669 shares; 2026Q3: 1,722 shares 1,722 $547K 0.06% +53 Timeline SCMB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,194 shares; 2025Q3: 9,307 shares; 2025Q4: 9,346 shares; 2026Q1: 9,759 shares; 2026Q2: 11,309 shares; 2026Q3: 22,272 shares 22,272 $538K 0.06% +10,963 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,610 shares; 2025Q1: 5,612 shares; 2025Q2: 5,549 shares; 2025Q3: 5,958 shares; 2025Q4: 5,964 shares; 2026Q1: 6,094 shares; 2026Q2: 6,019 shares; 2026Q3: 6,239 shares 6,239 $530K 0.06% +220 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,117 shares; 2025Q1: 1,434 shares; 2025Q2: 1,453 shares; 2025Q3: 1,701 shares; 2025Q4: 1,760 shares; 2026Q1: 2,140 shares; 2026Q2: 2,237 shares; 2026Q3: 2,273 shares 2,273 $527K 0.06% +36 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,226 shares; 2026Q2: 4,168 shares; 2026Q3: 4,421 shares 4,421 $521K 0.06% +253 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 679 shares; 2025Q3: 726 shares; 2025Q4: 721 shares; 2026Q1: 719 shares; 2026Q2: 770 shares; 2026Q3: 809 shares 809 $520K 0.06% +39 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,381 shares; 2025Q3: 2,381 shares; 2025Q4: not reported; 2026Q1: 4,328 shares; 2026Q2: 6,969 shares; 2026Q3: 7,560 shares 7,560 $518K 0.06% +591 Timeline VGK 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; 2024Q4: not reported; 2025Q1: 4,265 shares; 2025Q2: 4,633 shares; 2025Q3: 5,125 shares; 2025Q4: 5,366 shares; 2026Q1: 5,565 shares; 2026Q2: 5,736 shares; 2026Q3: 5,841 shares 5,841 $507K 0.06% +105 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; 2024Q4: 4,356 shares; 2025Q1: 4,172 shares; 2025Q2: 3,926 shares; 2025Q3: 3,925 shares; 2025Q4: 3,904 shares; 2026Q1: 3,892 shares; 2026Q2: 3,691 shares; 2026Q3: 2,742 shares 2,742 $505K 0.06% -949 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 26,050 shares 26,050 $505K 0.06% 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; 2024Q4: 1,367 shares; 2025Q1: 1,012 shares; 2025Q2: 1,012 shares; 2025Q3: 989 shares; 2025Q4: 985 shares; 2026Q1: 985 shares; 2026Q2: 988 shares; 2026Q3: 988 shares 988 $503K 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; 2024Q4: 547 shares; 2025Q1: 589 shares; 2025Q2: 589 shares; 2025Q3: 586 shares; 2025Q4: 5,860 shares; 2026Q1: 6,895 shares; 2026Q2: 7,690 shares; 2026Q3: 7,156 shares 7,156 $498K 0.06% -534 Timeline NRK NUVEEN NY AMT FREE More: the full row for NUVEEN NY AMT FREE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 50,943 shares; 2025Q1: 29,999 shares; 2025Q2: not reported; 2025Q3: 15,290 shares; 2025Q4: 15,422 shares; 2026Q1: 22,607 shares; 2026Q2: 44,086 shares; 2026Q3: 53,829 shares 53,829 $497K 0.06% +9,743 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 1,233 shares; 2025Q2: 1,239 shares; 2025Q3: 1,235 shares; 2025Q4: 1,235 shares; 2026Q1: 1,235 shares; 2026Q2: 1,251 shares; 2026Q3: 1,251 shares 1,251 $496K 0.06% 0 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,752 shares; 2025Q1: 7,303 shares; 2025Q2: 7,343 shares; 2025Q3: 7,343 shares; 2025Q4: 7,343 shares; 2026Q1: 7,358 shares; 2026Q2: 7,358 shares; 2026Q3: 7,368 shares 7,368 $496K 0.06% +10 Timeline MYN BLACKROCK MUNIYIELD N Y QUAL More: the full row for BLACKROCK MUNIYIELD N Y QUAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 55,377 shares; 2025Q1: 64,693 shares; 2025Q2: 69,272 shares; 2025Q3: 91,469 shares; 2025Q4: 110,041 shares; 2026Q1: 126,183 shares; 2026Q2: 116,243 shares; 2026Q3: 56,389 shares 56,389 $494K 0.06% -59,854 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 17,343 shares; 2025Q1: 15,390 shares; 2025Q2: 13,369 shares; 2025Q3: 17,668 shares; 2025Q4: 11,617 shares; 2026Q1: 11,465 shares; 2026Q2: 10,556 shares; 2026Q3: 10,100 shares 10,100 $492K 0.06% -456 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,802 shares; 2025Q1: 2,802 shares; 2025Q2: 2,905 shares; 2025Q3: 2,950 shares; 2025Q4: 2,952 shares; 2026Q1: 3,045 shares; 2026Q2: 3,039 shares; 2026Q3: 3,044 shares 3,044 $489K 0.06% +5 Timeline DWMF WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 14,886 shares; 2025Q2: 14,423 shares; 2025Q3: 14,854 shares; 2025Q4: 14,879 shares; 2026Q1: 13,324 shares; 2026Q2: 14,953 shares; 2026Q3: 14,681 shares 14,681 $487K 0.06% -272 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,359 shares; 2025Q1: 3,379 shares; 2025Q2: 3,346 shares; 2025Q3: 3,346 shares; 2025Q4: 3,346 shares; 2026Q1: 3,346 shares; 2026Q2: 3,354 shares; 2026Q3: 3,354 shares 3,354 $485K 0.06% 0 Timeline FMDE FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,049 shares; 2025Q1: 12,284 shares; 2025Q2: 11,889 shares; 2025Q3: 11,890 shares; 2025Q4: 11,947 shares; 2026Q1: 11,973 shares; 2026Q2: 11,987 shares; 2026Q3: 11,950 shares 11,950 $483K 0.06% -37 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 433 shares; 2025Q1: 469 shares; 2025Q2: 469 shares; 2025Q3: 469 shares; 2025Q4: 469 shares; 2026Q1: 469 shares; 2026Q2: 555 shares; 2026Q3: 558 shares 558 $476K 0.06% +3 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,869 shares; 2025Q1: 2,926 shares; 2025Q2: 2,927 shares; 2025Q3: 2,923 shares; 2025Q4: 2,920 shares; 2026Q1: 2,971 shares; 2026Q2: 2,958 shares; 2026Q3: 2,966 shares 2,966 $476K 0.06% +8 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; 2024Q4: 9,075 shares; 2025Q1: 9,733 shares; 2025Q2: 8,683 shares; 2025Q3: 8,683 shares; 2025Q4: 10,183 shares; 2026Q1: 9,961 shares; 2026Q2: 9,672 shares; 2026Q3: 9,272 shares 9,272 $469K 0.06% -400 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,561 shares; 2025Q4: 1,411 shares; 2026Q1: 1,461 shares; 2026Q2: 1,416 shares; 2026Q3: 1,426 shares 1,426 $468K 0.06% +10 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,897 shares; 2026Q2: 2,866 shares; 2026Q3: 2,896 shares 2,896 $468K 0.06% +30 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 582 shares; 2025Q1: 958 shares; 2025Q2: 980 shares; 2025Q3: 980 shares; 2025Q4: 932 shares; 2026Q1: 947 shares; 2026Q2: 973 shares; 2026Q3: 973 shares 973 $462K 0.05% 0 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,648 shares; 2025Q1: 5,611 shares; 2025Q2: 4,821 shares; 2025Q3: 3,945 shares; 2025Q4: 3,995 shares; 2026Q1: 3,895 shares; 2026Q2: 3,960 shares; 2026Q3: 3,639 shares 3,639 $461K 0.05% -321 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,076 shares; 2025Q1: 2,122 shares; 2025Q2: 2,120 shares; 2025Q3: 2,113 shares; 2025Q4: 2,195 shares; 2026Q1: 2,371 shares; 2026Q2: 2,358 shares; 2026Q3: 2,347 shares 2,347 $459K 0.05% -11 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 14,566 shares 14,566 $455K 0.05% new 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; 2024Q4: not reported; 2025Q1: 7,078 shares; 2025Q2: 7,078 shares; 2025Q3: 6,891 shares; 2025Q4: 6,581 shares; 2026Q1: 6,581 shares; 2026Q2: 6,812 shares; 2026Q3: 6,762 shares 6,762 $455K 0.05% -50 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 55,896 shares; 2025Q1: 64,338 shares; 2025Q2: 33,196 shares; 2025Q3: 39,801 shares; 2025Q4: 43,082 shares; 2026Q1: 54,621 shares; 2026Q2: 57,037 shares; 2026Q3: 19,267 shares 19,267 $452K 0.05% -37,770 Timeline FNCL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,970 shares; 2025Q1: 5,970 shares; 2025Q2: 5,966 shares; 2025Q3: 5,966 shares; 2025Q4: 5,973 shares; 2026Q1: 5,966 shares; 2026Q2: 5,966 shares; 2026Q3: 5,967 shares 5,967 $452K 0.05% +1 Timeline DABS DOUBLELINE ETF TRUST More: the full row for DOUBLELINE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,506 shares; 2026Q2: 10,475 shares; 2026Q3: 9,055 shares 9,055 $451K 0.05% -1,420 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; 2024Q4: 2,982 shares; 2025Q1: 3,882 shares; 2025Q2: 3,880 shares; 2025Q3: 3,880 shares; 2025Q4: 3,882 shares; 2026Q1: 4,148 shares; 2026Q2: 4,044 shares; 2026Q3: 3,937 shares 3,937 $449K 0.05% -107 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,600 shares; 2025Q1: 2,061 shares; 2025Q2: 2,060 shares; 2025Q3: 2,060 shares; 2025Q4: 2,060 shares; 2026Q1: 2,060 shares; 2026Q2: 2,061 shares; 2026Q3: 2,061 shares 2,061 $448K 0.05% 0 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 2,723 shares; 2025Q2: 2,822 shares; 2025Q3: 2,858 shares; 2025Q4: 2,872 shares; 2026Q1: 2,875 shares; 2026Q2: 2,875 shares; 2026Q3: 2,882 shares 2,882 $447K 0.05% +7 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,191 shares; 2026Q2: 1,191 shares; 2026Q3: 1,143 shares 1,143 $443K 0.05% -48 Timeline MATX MATSON INC More: the full row for MATSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: not reported; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares; 2026Q2: 2,000 shares; 2026Q3: 2,000 shares 2,000 $439K 0.05% 0 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; 2024Q4: 6,059 shares; 2025Q1: 6,377 shares; 2025Q2: 5,547 shares; 2025Q3: 4,774 shares; 2025Q4: 3,440 shares; 2026Q1: 3,363 shares; 2026Q2: 3,283 shares; 2026Q3: 3,019 shares 3,019 $439K 0.05% -264 Timeline VPLS VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,330 shares; 2025Q1: 8,363 shares; 2025Q2: 8,352 shares; 2025Q3: 6,688 shares; 2025Q4: 6,773 shares; 2026Q1: 6,611 shares; 2026Q2: 7,094 shares; 2026Q3: 5,919 shares 5,919 $438K 0.05% -1,175 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,769 shares; 2025Q1: 4,663 shares; 2025Q2: 4,843 shares; 2025Q3: 4,742 shares; 2025Q4: 4,828 shares; 2026Q1: 4,518 shares; 2026Q2: 4,648 shares; 2026Q3: 4,606 shares 4,606 $438K 0.05% -42 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; 2024Q4: 888 shares; 2025Q1: 1,471 shares; 2025Q2: 1,484 shares; 2025Q3: 1,509 shares; 2025Q4: 1,509 shares; 2026Q1: 1,570 shares; 2026Q2: 1,588 shares; 2026Q3: 1,566 shares 1,566 $426K 0.05% -22 Timeline MINO PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,773 shares; 2026Q2: 11,793 shares; 2026Q3: 9,955 shares 9,955 $424K 0.05% -1,838 Timeline NXP NUVEEN SELECT TAX-FREE INCOM More: the full row for NUVEEN SELECT TAX-FREE INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 44,563 shares; 2025Q1: 52,709 shares; 2025Q2: 22,292 shares; 2025Q3: 25,647 shares; 2025Q4: 26,198 shares; 2026Q1: 45,687 shares; 2026Q2: 50,337 shares; 2026Q3: 31,368 shares 31,368 $421K 0.05% -18,969 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; 2024Q4: 1,596 shares; 2025Q1: 1,724 shares; 2025Q2: 1,769 shares; 2025Q3: 1,769 shares; 2025Q4: 1,747 shares; 2026Q1: 1,772 shares; 2026Q2: 1,814 shares; 2026Q3: 1,648 shares 1,648 $419K 0.05% -166 Timeline EVTR MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 6,397 shares; 2025Q2: 7,876 shares; 2025Q3: 7,469 shares; 2025Q4: 7,745 shares; 2026Q1: 8,551 shares; 2026Q2: 8,855 shares; 2026Q3: 8,658 shares 8,658 $417K 0.05% -197 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,870 shares; 2025Q1: 9,985 shares; 2025Q2: 9,961 shares; 2025Q3: 9,953 shares; 2025Q4: 9,513 shares; 2026Q1: 9,549 shares; 2026Q2: 9,876 shares; 2026Q3: 9,206 shares 9,206 $399K 0.05% -670 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,862 shares; 2026Q1: 8,374 shares; 2026Q2: 6,583 shares; 2026Q3: 6,549 shares 6,549 $398K 0.05% -34 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,476 shares; 2025Q1: 1,476 shares; 2025Q2: 1,652 shares; 2025Q3: 1,606 shares; 2025Q4: 1,691 shares; 2026Q1: 1,715 shares; 2026Q2: 1,731 shares; 2026Q3: 1,742 shares 1,742 $398K 0.05% +11 Timeline JMEE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,002 shares; 2025Q1: 4,391 shares; 2025Q2: not reported; 2025Q3: 3,254 shares; 2025Q4: 3,450 shares; 2026Q1: 3,622 shares; 2026Q2: 4,136 shares; 2026Q3: 5,293 shares 5,293 $389K 0.05% +1,157 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; 2024Q4: 974 shares; 2025Q1: 2,368 shares; 2025Q2: 2,374 shares; 2025Q3: 2,374 shares; 2025Q4: 2,374 shares; 2026Q1: 2,384 shares; 2026Q2: 2,371 shares; 2026Q3: 2,365 shares 2,365 $386K 0.05% -6 Timeline JHX JAMES HARDIE INDS PLC More: the full row for JAMES HARDIE INDS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,430 shares; 2026Q3: 15,135 shares 15,135 $383K 0.05% +4,705 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,910 shares; 2025Q4: 2,960 shares; 2026Q1: 2,960 shares; 2026Q2: 2,769 shares; 2026Q3: 2,481 shares 2,481 $381K 0.05% -288 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,112 shares; 2025Q3: 2,117 shares; 2025Q4: 2,117 shares; 2026Q1: 2,474 shares; 2026Q2: 1,973 shares; 2026Q3: 1,973 shares 1,973 $381K 0.05% 0 Timeline IMTM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,996 shares; 2026Q3: 7,181 shares 7,181 $378K 0.04% +3,185 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,078 shares; 2025Q1: 1,170 shares; 2025Q2: 1,170 shares; 2025Q3: 1,137 shares; 2025Q4: 1,137 shares; 2026Q1: 1,152 shares; 2026Q2: 1,156 shares; 2026Q3: 1,156 shares 1,156 $376K 0.04% 0 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 653 shares; 2025Q1: 960 shares; 2025Q2: 598 shares; 2025Q3: 598 shares; 2025Q4: 578 shares; 2026Q1: 1,388 shares; 2026Q2: 570 shares; 2026Q3: 557 shares 557 $376K 0.04% -13 Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,029 shares; 2025Q1: 1,029 shares; 2025Q2: 1,027 shares; 2025Q3: 1,027 shares; 2025Q4: 1,007 shares; 2026Q1: 1,007 shares; 2026Q2: 1,007 shares; 2026Q3: 1,517 shares 1,517 $374K 0.04% +510 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,611 shares; 2025Q1: 2,615 shares; 2025Q2: 2,615 shares; 2025Q3: 2,615 shares; 2025Q4: 2,415 shares; 2026Q1: 2,415 shares; 2026Q2: 2,415 shares; 2026Q3: 2,415 shares 2,415 $371K 0.04% 0 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 2,420 shares; 2025Q2: 2,453 shares; 2025Q3: 2,453 shares; 2025Q4: 2,442 shares; 2026Q1: 2,442 shares; 2026Q2: 2,442 shares; 2026Q3: 2,442 shares 2,442 $371K 0.04% 0 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,508 shares; 2025Q1: 8,517 shares; 2025Q2: 8,517 shares; 2025Q3: 8,779 shares; 2025Q4: 8,859 shares; 2026Q1: 8,879 shares; 2026Q2: 8,847 shares; 2026Q3: 8,567 shares 8,567 $371K 0.04% -280 Timeline AVNV 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,439 shares; 2025Q4: 3,694 shares; 2026Q1: 4,018 shares; 2026Q2: 3,993 shares; 2026Q3: 4,370 shares 4,370 $370K 0.04% +377 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 258 shares; 2025Q2: 261 shares; 2025Q3: 261 shares; 2025Q4: 261 shares; 2026Q1: 271 shares; 2026Q2: 367 shares; 2026Q3: 347 shares 347 $367K 0.04% -20 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,171 shares; 2025Q1: 2,258 shares; 2025Q2: 2,293 shares; 2025Q3: 2,375 shares; 2025Q4: 2,510 shares; 2026Q1: 2,556 shares; 2026Q2: 2,593 shares; 2026Q3: 2,647 shares 2,647 $364K 0.04% +54 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 703 shares; 2026Q1: 693 shares; 2026Q2: 634 shares; 2026Q3: 632 shares 632 $359K 0.04% -2 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 830 shares; 2026Q1: 1,156 shares; 2026Q2: 1,254 shares; 2026Q3: 1,261 shares 1,261 $359K 0.04% +7 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 9,913 shares 9,913 $354K 0.04% new 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; 2024Q4: 2,822 shares; 2025Q1: 2,459 shares; 2025Q2: 2,325 shares; 2025Q3: 2,143 shares; 2025Q4: 1,590 shares; 2026Q1: 1,621 shares; 2026Q2: 1,603 shares; 2026Q3: 1,586 shares 1,586 $351K 0.04% -17 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,700 shares; 2025Q1: 2,700 shares; 2025Q2: 2,700 shares; 2025Q3: 2,700 shares; 2025Q4: 2,706 shares; 2026Q1: 2,700 shares; 2026Q2: 2,701 shares; 2026Q3: 2,701 shares 2,701 $351K 0.04% 0 Timeline ISCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,214 shares; 2025Q1: 8,192 shares; 2025Q2: 7,210 shares; 2025Q3: 6,115 shares; 2025Q4: 5,933 shares; 2026Q1: 5,927 shares; 2026Q2: 5,691 shares; 2026Q3: 5,693 shares 5,693 $348K 0.04% +2 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; 2024Q4: not reported; 2025Q1: 1,844 shares; 2025Q2: 1,844 shares; 2025Q3: 1,799 shares; 2025Q4: 1,689 shares; 2026Q1: 1,850 shares; 2026Q2: 1,850 shares; 2026Q3: 1,818 shares 1,818 $347K 0.04% -32 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; 2024Q4: 1,430 shares; 2025Q1: 1,540 shares; 2025Q2: 1,620 shares; 2025Q3: 1,705 shares; 2025Q4: 1,705 shares; 2026Q1: 1,705 shares; 2026Q2: 1,703 shares; 2026Q3: 1,715 shares 1,715 $344K 0.04% +12 Timeline VCRM VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 12,030 shares; 2025Q2: 13,163 shares; 2025Q3: 8,558 shares; 2025Q4: 9,247 shares; 2026Q1: 9,339 shares; 2026Q2: 10,360 shares; 2026Q3: 4,794 shares 4,794 $343K 0.04% -5,566 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,863 shares 1,863 $342K 0.04% new Timeline FHEQ FIDELITY GREENWOOD STREET TR More: the full row for FIDELITY GREENWOOD STREET TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 8,216 shares; 2025Q2: 7,302 shares; 2025Q3: 7,384 shares; 2025Q4: 8,434 shares; 2026Q1: 8,931 shares; 2026Q2: 8,226 shares; 2026Q3: 9,877 shares 9,877 $332K 0.04% +1,651 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,011 shares; 2025Q1: 1,076 shares; 2025Q2: 1,076 shares; 2025Q3: 1,076 shares; 2025Q4: 1,075 shares; 2026Q1: 1,216 shares; 2026Q2: 1,077 shares; 2026Q3: 921 shares 921 $328K 0.04% -156 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,230 shares; 2025Q1: 3,230 shares; 2025Q2: 3,121 shares; 2025Q3: 3,121 shares; 2025Q4: 3,121 shares; 2026Q1: 3,208 shares; 2026Q2: 3,210 shares; 2026Q3: 3,206 shares 3,206 $324K 0.04% -4 Timeline DNLI DENALI THERAPEUTICS INC More: the full row for DENALI THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 15,015 shares; 2025Q2: 17,096 shares; 2025Q3: 15,866 shares; 2025Q4: 16,366 shares; 2026Q1: 15,586 shares; 2026Q2: 15,601 shares; 2026Q3: 15,399 shares 15,399 $318K 0.04% -202 Timeline IAT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,597 shares; 2025Q1: 5,597 shares; 2025Q2: 5,548 shares; 2025Q3: 5,543 shares; 2025Q4: 5,543 shares; 2026Q1: 4,958 shares; 2026Q2: 5,552 shares; 2026Q3: 5,554 shares 5,554 $318K 0.04% +2 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 12,582 shares 12,582 $316K 0.04% new Timeline CORT CORCEPT THERAPEUTICS INC More: the full row for CORCEPT THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,832 shares; 2026Q3: 2,732 shares 2,732 $315K 0.04% -100 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 510 shares; 2025Q1: 1,353 shares; 2025Q2: 1,322 shares; 2025Q3: 1,300 shares; 2025Q4: 1,194 shares; 2026Q1: 1,421 shares; 2026Q2: 1,256 shares; 2026Q3: 1,291 shares 1,291 $310K 0.04% +35 Timeline FELV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,459 shares; 2026Q3: 7,475 shares 7,475 $309K 0.04% +2,016 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,690 shares; 2025Q3: 3,690 shares; 2025Q4: 4,872 shares; 2026Q1: 4,982 shares; 2026Q2: 4,812 shares; 2026Q3: 4,901 shares 4,901 $308K 0.04% +89 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,133 shares; 2025Q1: 1,195 shares; 2025Q2: 1,195 shares; 2025Q3: 1,190 shares; 2025Q4: 1,179 shares; 2026Q1: 1,160 shares; 2026Q2: 1,121 shares; 2026Q3: 1,120 shares 1,120 $304K 0.04% -1 Timeline MRNA MODERNA INC More: the full row for MODERNA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,579 shares 1,579 $304K 0.04% new Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,924 shares 1,924 $298K 0.04% new Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 5,815 shares 5,815 $298K 0.04% new Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares; 2026Q2: 3,000 shares; 2026Q3: 3,000 shares 3,000 $296K 0.04% 0 Timeline TIPX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 15,061 shares; 2025Q2: 27,242 shares; 2025Q3: 35,375 shares; 2025Q4: 36,067 shares; 2026Q1: 44,962 shares; 2026Q2: 60,437 shares; 2026Q3: 16,086 shares 16,086 $293K 0.03% -44,351 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,002 shares; 2025Q1: 991 shares; 2025Q2: 964 shares; 2025Q3: 931 shares; 2025Q4: 1,006 shares; 2026Q1: 1,014 shares; 2026Q2: 1,004 shares; 2026Q3: 1,004 shares 1,004 $286K 0.03% 0 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,611 shares; 2025Q1: 1,615 shares; 2025Q2: 1,621 shares; 2025Q3: 1,601 shares; 2025Q4: 1,599 shares; 2026Q1: 1,599 shares; 2026Q2: 1,593 shares; 2026Q3: 1,593 shares 1,593 $285K 0.03% 0 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,660 shares; 2025Q3: 2,719 shares; 2025Q4: 2,719 shares; 2026Q1: 2,744 shares; 2026Q2: 2,744 shares; 2026Q3: 2,744 shares 2,744 $278K 0.03% 0 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,562 shares; 2026Q2: not reported; 2026Q3: 3,212 shares 3,212 $274K 0.03% new Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,148 shares; 2025Q1: 7,148 shares; 2025Q2: 7,148 shares; 2025Q3: 7,148 shares; 2025Q4: 7,132 shares; 2026Q1: 7,132 shares; 2026Q2: 7,679 shares; 2026Q3: 7,679 shares 7,679 $273K 0.03% 0 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,380 shares; 2025Q1: 2,676 shares; 2025Q2: 3,646 shares; 2025Q3: 3,384 shares; 2025Q4: 3,074 shares; 2026Q1: 2,921 shares; 2026Q2: 2,974 shares; 2026Q3: 2,924 shares 2,924 $273K 0.03% -50 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 18,074 shares; 2025Q2: 17,924 shares; 2025Q3: 19,865 shares; 2025Q4: 20,315 shares; 2026Q1: 19,982 shares; 2026Q2: 21,266 shares; 2026Q3: 21,420 shares 21,420 $271K 0.03% +154 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,375 shares; 2026Q1: 4,487 shares; 2026Q2: 4,442 shares; 2026Q3: 4,877 shares 4,877 $270K 0.03% +435 Timeline IQDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,877 shares; 2025Q3: 6,209 shares; 2025Q4: 6,343 shares; 2026Q1: 6,209 shares; 2026Q2: 6,237 shares; 2026Q3: 6,307 shares 6,307 $268K 0.03% +70 Timeline AUR AURORA INNOVATION INC More: the full row for AURORA INNOVATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 64,507 shares; 2025Q1: 77,582 shares; 2025Q2: 87,482 shares; 2025Q3: 95,450 shares; 2025Q4: 59,496 shares; 2026Q1: 51,420 shares; 2026Q2: 48,247 shares; 2026Q3: 48,332 shares 48,332 $268K 0.03% +85 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 1,536 shares; 2025Q2: 1,613 shares; 2025Q3: 1,613 shares; 2025Q4: 1,613 shares; 2026Q1: 2,278 shares; 2026Q2: 2,353 shares; 2026Q3: 2,347 shares 2,347 $263K 0.03% -6 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,754 shares; 2025Q1: 2,492 shares; 2025Q2: 2,377 shares; 2025Q3: 2,462 shares; 2025Q4: 2,137 shares; 2026Q1: 2,147 shares; 2026Q2: 2,276 shares; 2026Q3: 2,094 shares 2,094 $262K 0.03% -182 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 609 shares; 2025Q3: 609 shares; 2025Q4: 609 shares; 2026Q1: 609 shares; 2026Q2: 610 shares; 2026Q3: 599 shares 599 $261K 0.03% -11 Timeline CYTK CYTOKINETICS INC More: the full row for CYTOKINETICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,939 shares; 2025Q4: 3,941 shares; 2026Q1: 3,941 shares; 2026Q2: 3,941 shares; 2026Q3: 3,941 shares 3,941 $260K 0.03% 0 Timeline FLMI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 11,124 shares 11,124 $259K 0.03% new Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,450 shares; 2026Q1: 3,287 shares; 2026Q2: 3,087 shares; 2026Q3: 3,069 shares 3,069 $256K 0.03% -18 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,738 shares; 2026Q2: 4,853 shares; 2026Q3: 4,853 shares 4,853 $256K 0.03% 0 Timeline IBBQ 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; 2024Q4: not reported; 2025Q1: 22,942 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,906 shares; 2026Q2: 7,063 shares; 2026Q3: 7,241 shares 7,241 $254K 0.03% +178 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,609 shares; 2026Q3: 1,959 shares 1,959 $254K 0.03% +350 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,188 shares; 2026Q2: 4,188 shares; 2026Q3: 4,188 shares 4,188 $254K 0.03% 0 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,402 shares; 2025Q3: 2,901 shares; 2025Q4: 2,800 shares; 2026Q1: 3,100 shares; 2026Q2: 1,947 shares; 2026Q3: 1,830 shares 1,830 $252K 0.03% -117 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,764 shares; 2026Q3: 2,360 shares 2,360 $251K 0.03% -404 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 632 shares 632 $250K 0.03% new Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,666 shares; 2025Q1: 7,887 shares; 2025Q2: 7,818 shares; 2025Q3: 7,790 shares; 2025Q4: 7,790 shares; 2026Q1: 7,790 shares; 2026Q2: 6,937 shares; 2026Q3: 5,720 shares 5,720 $250K 0.03% -1,217 Timeline VIOV 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,134 shares; 2026Q1: 2,163 shares; 2026Q2: 2,195 shares; 2026Q3: 2,228 shares 2,228 $245K 0.03% +33 Timeline NNY NUVEEN N Y MUN VALUE FD More: the full row for NUVEEN N Y MUN VALUE FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 76,715 shares; 2025Q1: 71,306 shares; 2025Q2: 65,761 shares; 2025Q3: 31,274 shares; 2025Q4: 33,282 shares; 2026Q1: 30,743 shares; 2026Q2: 29,406 shares; 2026Q3: 31,341 shares 31,341 $244K 0.03% +1,935 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 4,461 shares; 2025Q2: 4,485 shares; 2025Q3: 4,485 shares; 2025Q4: 4,485 shares; 2026Q1: 4,699 shares; 2026Q2: 2,480 shares; 2026Q3: 2,462 shares 2,462 $243K 0.03% -18 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 887 shares 887 $243K 0.03% new Timeline GVAL CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 6,354 shares 6,354 $240K 0.03% new Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 3,700 shares; 2025Q2: 3,700 shares; 2025Q3: 3,700 shares; 2025Q4: 3,306 shares; 2026Q1: 3,216 shares; 2026Q2: 3,224 shares; 2026Q3: 3,083 shares 3,083 $233K 0.03% -141 Timeline REPL REPLIMUNE GROUP INC More: the full row for REPLIMUNE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 19,900 shares; 2026Q3: 17,400 shares 17,400 $230K 0.03% -2,500 Timeline XLV 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; 2024Q4: 2,556 shares; 2025Q1: 1,643 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,368 shares; 2026Q1: 1,365 shares; 2026Q2: 1,370 shares; 2026Q3: 1,364 shares 1,364 $230K 0.03% -6 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,158 shares; 2026Q2: 3,651 shares; 2026Q3: 3,651 shares 3,651 $228K 0.03% 0 Timeline HYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,383 shares; 2025Q1: 5,062 shares; 2025Q2: 7,866 shares; 2025Q3: 10,825 shares; 2025Q4: 11,852 shares; 2026Q1: 11,983 shares; 2026Q2: 13,189 shares; 2026Q3: 4,698 shares 4,698 $226K 0.03% -8,491 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 505 shares; 2026Q1: 513 shares; 2026Q2: not reported; 2026Q3: 590 shares 590 $225K 0.03% new 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; 2024Q4: 1,479 shares; 2025Q1: 1,435 shares; 2025Q2: 1,414 shares; 2025Q3: 1,408 shares; 2025Q4: 1,395 shares; 2026Q1: 1,382 shares; 2026Q2: 1,523 shares; 2026Q3: 1,313 shares 1,313 $224K 0.03% -210 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,823 shares; 2025Q3: 5,964 shares; 2025Q4: 6,481 shares; 2026Q1: 8,494 shares; 2026Q2: 7,570 shares; 2026Q3: 2,507 shares 2,507 $224K 0.03% -5,063 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 655 shares 655 $221K 0.03% new Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,793 shares; 2025Q3: 2,531 shares; 2025Q4: 2,442 shares; 2026Q1: not reported; 2026Q2: 1,943 shares; 2026Q3: 1,882 shares 1,882 $221K 0.03% -61 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 623 shares; 2025Q2: 630 shares; 2025Q3: 630 shares; 2025Q4: 630 shares; 2026Q1: 626 shares; 2026Q2: 584 shares; 2026Q3: 559 shares 559 $221K 0.03% -25 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,129 shares; 2025Q1: 1,156 shares; 2025Q2: 1,111 shares; 2025Q3: 1,110 shares; 2025Q4: 1,092 shares; 2026Q1: 1,084 shares; 2026Q2: 857 shares; 2026Q3: 798 shares 798 $220K 0.03% -59 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,602 shares; 2026Q2: 1,605 shares; 2026Q3: 1,479 shares 1,479 $220K 0.03% -126 Timeline IMO IMPERIAL OIL LTD More: the full row for IMPERIAL OIL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,823 shares; 2026Q2: not reported; 2026Q3: 1,782 shares 1,782 $219K 0.03% new Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,497 shares; 2025Q3: 2,500 shares; 2025Q4: not reported; 2026Q1: 2,643 shares; 2026Q2: 2,365 shares; 2026Q3: 2,327 shares 2,327 $218K 0.03% -38 Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,277 shares; 2026Q2: 1,077 shares; 2026Q3: 1,077 shares 1,077 $217K 0.03% 0 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,051 shares; 2025Q1: 1,061 shares; 2025Q2: 1,061 shares; 2025Q3: 1,061 shares; 2025Q4: 1,061 shares; 2026Q1: 1,061 shares; 2026Q2: 1,061 shares; 2026Q3: 1,055 shares 1,055 $215K 0.03% -6 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,308 shares; 2026Q2: 1,937 shares; 2026Q3: 1,566 shares 1,566 $214K 0.03% -371 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,843 shares; 2025Q1: 1,989 shares; 2025Q2: 2,105 shares; 2025Q3: 2,170 shares; 2025Q4: 2,243 shares; 2026Q1: 2,150 shares; 2026Q2: 2,178 shares; 2026Q3: 2,063 shares 2,063 $211K 0.03% -115 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,778 shares; 2026Q3: 1,875 shares 1,875 $210K 0.02% +97 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 7,629 shares 7,629 $210K 0.02% new Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,247 shares; 2025Q1: 1,427 shares; 2025Q2: 1,441 shares; 2025Q3: 1,413 shares; 2025Q4: 1,394 shares; 2026Q1: 1,796 shares; 2026Q2: 956 shares; 2026Q3: 902 shares 902 $208K 0.02% -54 Timeline NYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,408 shares; 2025Q1: 4,702 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 4,124 shares 4,124 $208K 0.02% new Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,060 shares; 2026Q3: 1,060 shares 1,060 $207K 0.02% 0 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 518 shares 518 $206K 0.02% new Timeline SPHR SPHERE ENTERTAINMENT CO More: the full row for SPHERE ENTERTAINMENT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,485 shares; 2026Q3: 1,526 shares 1,526 $205K 0.02% +41 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 356 shares; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 499 shares 499 $203K 0.02% new Timeline HSIC SCHEIN HENRY INC More: the full row for SCHEIN HENRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,400 shares; 2026Q3: 2,400 shares 2,400 $202K 0.02% 0 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 418 shares; 2025Q3: 418 shares; 2025Q4: 418 shares; 2026Q1: 418 shares; 2026Q2: 418 shares; 2026Q3: 417 shares 417 $200K 0.02% -1 Timeline RQI COHEN & STEERS QUALITY INCOM More: the full row for COHEN & STEERS QUALITY INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 18,614 shares; 2025Q1: 35,466 shares; 2025Q2: 45,160 shares; 2025Q3: 46,777 shares; 2025Q4: 18,752 shares; 2026Q1: 17,595 shares; 2026Q2: 18,597 shares; 2026Q3: 17,847 shares 17,847 $195K 0.02% -750 Timeline VLY VALLEY NATL BANCORP More: the full row for VALLEY NATL BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 15,137 shares; 2025Q2: 15,137 shares; 2025Q3: 15,137 shares; 2025Q4: 15,137 shares; 2026Q1: 15,137 shares; 2026Q2: 15,137 shares; 2026Q3: 15,137 shares 15,137 $191K 0.02% 0 Timeline SAFE SAFEHOLD INC More: the full row for SAFEHOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,477 shares; 2025Q1: 18,589 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,279 shares; 2026Q2: 15,054 shares; 2026Q3: 15,054 shares 15,054 $177K 0.02% 0 Timeline NMT NUVEEN MASS QUALITY MUN INC More: the full row for NUVEEN MASS QUALITY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 11,768 shares 11,768 $122K 0.01% new Timeline BHK BLACKROCK CORE BD TR More: the full row for BLACKROCK CORE BD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 14,798 shares 14,798 $121K 0.01% new Timeline FTMU PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 16,123 shares 16,123 $118K 0.01% new Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 17,853 shares; 2025Q1: 21,006 shares; 2025Q2: 21,006 shares; 2025Q3: 21,006 shares; 2025Q4: 21,006 shares; 2026Q1: 21,006 shares; 2026Q2: 21,006 shares; 2026Q3: 20,936 shares 20,936 $118K 0.01% -70 Timeline VPV INVESCO PA VALUE MUN INC TR More: the full row for INVESCO PA VALUE MUN INC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 10,419 shares 10,419 $109K 0.01% new Timeline TEI TEMPLETON EMERGING MKTS INCO More: the full row for TEMPLETON EMERGING MKTS INCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,900 shares; 2025Q1: 16,900 shares; 2025Q2: 17,000 shares; 2025Q3: 17,000 shares; 2025Q4: 17,000 shares; 2026Q1: 17,000 shares; 2026Q2: 17,000 shares; 2026Q3: 17,000 shares 17,000 $105K 0.01% 0 Timeline