VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 141,137 shares; 2024Q4: 147,302 shares; 2025Q1: 152,566 shares; 2025Q2: 154,319 shares; 2025Q3: 156,014 shares; 2025Q4: 455,261 shares; 2026Q1: 165,939 shares; 2026Q2: 1,007,937 shares 1,007,937 $86.8M 8.33% +841,998 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 131,743 shares; 2024Q4: 129,329 shares; 2025Q1: 220,311 shares; 2025Q2: 228,422 shares; 2025Q3: 232,227 shares; 2025Q4: 247,174 shares; 2026Q1: 273,007 shares; 2026Q2: 283,723 shares 283,723 $61.8M 5.94% +10,716 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 685,588 shares; 2024Q4: 638,752 shares; 2025Q1: 664,539 shares; 2025Q2: 725,921 shares; 2025Q3: 811,232 shares; 2025Q4: 1,032,480 shares; 2026Q1: 1,103,495 shares; 2026Q2: 1,147,238 shares 1,147,238 $50.9M 4.88% +43,743 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 455,522 shares; 2024Q4: 459,778 shares; 2025Q1: 453,732 shares; 2025Q2: 448,799 shares; 2025Q3: 445,550 shares; 2025Q4: 565,557 shares; 2026Q1: 479,270 shares; 2026Q2: 476,253 shares 476,253 $49.5M 4.75% -3,017 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 509,420 shares; 2024Q4: 515,821 shares; 2025Q1: 515,710 shares; 2025Q2: 567,596 shares; 2025Q3: 582,947 shares; 2025Q4: 669,988 shares; 2026Q1: 628,350 shares; 2026Q2: 634,911 shares 634,911 $45.2M 4.34% +6,561 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 651,987 shares; 2024Q4: 653,059 shares; 2025Q1: 713,213 shares; 2025Q2: 778,779 shares; 2025Q3: 849,312 shares; 2025Q4: 960,236 shares; 2026Q1: 1,018,559 shares; 2026Q2: 1,067,151 shares 1,067,151 $39.3M 3.77% +48,592 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 318,057 shares; 2024Q4: 338,650 shares; 2025Q1: 392,268 shares; 2025Q2: 411,624 shares; 2025Q3: 415,422 shares; 2025Q4: 601,222 shares; 2026Q1: 477,762 shares; 2026Q2: 487,415 shares 487,415 $35.8M 3.43% +9,653 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 254,222 shares; 2024Q4: 263,232 shares; 2025Q1: 262,034 shares; 2025Q2: 259,385 shares; 2025Q3: 251,223 shares; 2025Q4: 242,530 shares; 2026Q1: 239,108 shares; 2026Q2: 234,566 shares 234,566 $32.3M 3.1% -4,542 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 96,132 shares; 2024Q4: 100,406 shares; 2025Q1: 108,544 shares; 2025Q2: 109,155 shares; 2025Q3: 109,169 shares; 2025Q4: 120,607 shares; 2026Q1: 115,176 shares; 2026Q2: 117,276 shares 117,276 $25.7M 2.47% +2,100 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 149,313 shares; 2024Q4: 152,662 shares; 2025Q1: 108,248 shares; 2025Q2: 105,038 shares; 2025Q3: 104,861 shares; 2025Q4: 104,567 shares; 2026Q1: 103,851 shares; 2026Q2: 103,626 shares 103,626 $23.5M 2.26% -225 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 82,293 shares; 2024Q4: 81,460 shares; 2025Q1: 81,667 shares; 2025Q2: 81,094 shares; 2025Q3: 83,532 shares; 2025Q4: 83,235 shares; 2026Q1: 82,586 shares; 2026Q2: 81,213 shares 81,213 $23.5M 2.26% -1,373 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 513,325 shares; 2024Q4: 510,641 shares; 2025Q1: 540,393 shares; 2025Q2: 577,585 shares; 2025Q3: 598,894 shares; 2025Q4: 577,499 shares; 2026Q1: 595,965 shares; 2026Q2: 587,439 shares 587,439 $20.3M 1.95% -8,526 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 321,021 shares; 2024Q4: 975,910 shares; 2025Q1: 659,065 shares; 2025Q2: 658,466 shares; 2025Q3: 644,408 shares; 2025Q4: 853,852 shares; 2026Q1: 615,469 shares; 2026Q2: 619,666 shares 619,666 $19.3M 1.85% +4,197 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 94,713 shares; 2024Q4: 92,246 shares; 2025Q1: 90,204 shares; 2025Q2: 88,758 shares; 2025Q3: 86,822 shares; 2025Q4: 83,148 shares; 2026Q1: 81,343 shares; 2026Q2: 78,228 shares 78,228 $18.5M 1.78% -3,115 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,401 shares; 2024Q4: 25,479 shares; 2025Q1: 26,528 shares; 2025Q2: 27,114 shares; 2025Q3: 26,375 shares; 2025Q4: 53,990 shares; 2026Q1: 56,636 shares; 2026Q2: 227,260 shares 227,260 $18.3M 1.76% +170,624 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 307,658 shares; 2026Q2: 341,560 shares 341,560 $18M 1.73% +33,902 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; 2024Q3: 41,401 shares; 2024Q4: 36,680 shares; 2025Q1: 36,476 shares; 2025Q2: 36,178 shares; 2025Q3: 36,418 shares; 2025Q4: 34,595 shares; 2026Q1: 34,755 shares; 2026Q2: 34,439 shares 34,439 $17.2M 1.65% -316 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 243,731 shares; 2024Q4: 251,554 shares; 2025Q1: 260,015 shares; 2025Q2: 264,302 shares; 2025Q3: 265,415 shares; 2025Q4: 284,332 shares; 2026Q1: 290,873 shares; 2026Q2: 297,892 shares 297,892 $15.7M 1.51% +7,019 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,373 shares; 2025Q4: 3,629 shares; 2026Q1: 151,262 shares; 2026Q2: 157,737 shares 157,737 $15.2M 1.46% +6,475 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 74,119 shares; 2024Q4: 260,199 shares; 2025Q1: 276,200 shares; 2025Q2: 285,384 shares; 2025Q3: 304,954 shares; 2025Q4: 343,149 shares; 2026Q1: 357,330 shares; 2026Q2: 379,548 shares 379,548 $12M 1.16% +22,218 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,563 shares; 2024Q4: 25,227 shares; 2025Q1: 31,351 shares; 2025Q2: 49,843 shares; 2025Q3: 57,236 shares; 2025Q4: 77,379 shares; 2026Q1: 109,196 shares; 2026Q2: 113,585 shares 113,585 $11.5M 1.1% +4,389 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,497 shares; 2024Q4: 25,806 shares; 2025Q1: 48,720 shares; 2025Q2: 67,908 shares; 2025Q3: 72,959 shares; 2025Q4: 85,247 shares; 2026Q1: 87,865 shares; 2026Q2: 88,790 shares 88,790 $11.1M 1.06% +925 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 64,052 shares; 2024Q4: 257,951 shares; 2025Q1: 265,289 shares; 2025Q2: 284,961 shares; 2025Q3: 306,757 shares; 2025Q4: 299,751 shares; 2026Q1: 290,262 shares; 2026Q2: 294,569 shares 294,569 $9.97M 0.96% +4,307 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 211,527 shares; 2024Q4: 191,234 shares; 2025Q1: 181,106 shares; 2025Q2: 153,712 shares; 2025Q3: 142,736 shares; 2025Q4: 142,762 shares; 2026Q1: 127,505 shares; 2026Q2: 127,811 shares 127,811 $9.96M 0.96% +306 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 145,304 shares; 2024Q4: 397,137 shares; 2025Q1: 366,720 shares; 2025Q2: 348,865 shares; 2025Q3: 319,235 shares; 2025Q4: 300,798 shares; 2026Q1: 269,483 shares; 2026Q2: 264,708 shares 264,708 $7.79M 0.75% -4,775 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,210 shares; 2024Q4: 15,030 shares; 2025Q1: 19,581 shares; 2025Q2: 44,986 shares; 2025Q3: 75,545 shares; 2025Q4: 108,977 shares; 2026Q1: 134,623 shares; 2026Q2: 135,577 shares 135,577 $6.87M 0.66% +954 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; 2024Q3: 48,351 shares; 2024Q4: 47,925 shares; 2025Q1: 48,665 shares; 2025Q2: 48,753 shares; 2025Q3: 48,158 shares; 2025Q4: 47,721 shares; 2026Q1: 47,246 shares; 2026Q2: 47,208 shares 47,208 $6.69M 0.64% -38 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59,373 shares; 2024Q4: 175,658 shares; 2025Q1: 171,116 shares; 2025Q2: 184,072 shares; 2025Q3: 185,104 shares; 2025Q4: 189,046 shares; 2026Q1: 183,236 shares; 2026Q2: 184,223 shares 184,223 $6.41M 0.62% +987 Timeline MEMS MATTHEWS ASIA FDS More: the full row for MATTHEWS ASIA FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 181,968 shares; 2025Q3: 184,424 shares; 2025Q4: 188,548 shares; 2026Q1: 192,598 shares; 2026Q2: 191,899 shares 191,899 $6.09M 0.58% -699 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 83,014 shares; 2024Q4: 94,685 shares; 2025Q1: 101,119 shares; 2025Q2: 104,753 shares; 2025Q3: 100,047 shares; 2025Q4: 99,716 shares; 2026Q1: 104,523 shares; 2026Q2: 104,359 shares 104,359 $5.89M 0.57% -164 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,799 shares; 2025Q2: 25,560 shares; 2025Q3: 41,981 shares; 2025Q4: 45,923 shares; 2026Q1: 51,494 shares; 2026Q2: 56,509 shares 56,509 $5.66M 0.54% +5,015 Timeline ASIA MATTHEWS INTL FDS More: the full row for MATTHEWS INTL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,555 shares; 2024Q4: 122,564 shares; 2025Q1: 121,245 shares; 2025Q2: 121,460 shares; 2025Q3: 120,871 shares; 2025Q4: 121,716 shares; 2026Q1: 122,627 shares; 2026Q2: 123,257 shares 123,257 $5.58M 0.54% +630 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 228,919 shares; 2024Q4: 238,645 shares; 2025Q1: 257,975 shares; 2025Q2: 254,092 shares; 2025Q3: 258,432 shares; 2025Q4: 59,260 shares; 2026Q1: 58,165 shares; 2026Q2: 57,460 shares 57,460 $5.49M 0.53% -705 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; 2024Q3: 78,254 shares; 2024Q4: 166,992 shares; 2025Q1: 164,721 shares; 2025Q2: 165,619 shares; 2025Q3: 185,754 shares; 2025Q4: 192,341 shares; 2026Q1: 188,939 shares; 2026Q2: 197,190 shares 197,190 $5.46M 0.52% +8,251 Timeline DTH WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 92,393 shares; 2024Q4: 94,208 shares; 2025Q1: 94,730 shares; 2025Q2: 96,375 shares; 2025Q3: 95,741 shares; 2025Q4: 99,020 shares; 2026Q1: 100,503 shares; 2026Q2: 99,465 shares 99,465 $5.38M 0.52% -1,038 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 69,405 shares; 2024Q4: 71,579 shares; 2025Q1: 72,507 shares; 2025Q2: 76,255 shares; 2025Q3: 77,142 shares; 2025Q4: 85,752 shares; 2026Q1: 86,936 shares; 2026Q2: 89,047 shares 89,047 $5.03M 0.48% +2,111 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 82,654 shares; 2024Q4: 73,019 shares; 2025Q1: 70,939 shares; 2025Q2: 71,003 shares; 2025Q3: 68,662 shares; 2025Q4: 70,189 shares; 2026Q1: 64,216 shares; 2026Q2: 64,079 shares 64,079 $4.91M 0.47% -137 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 116,499 shares; 2024Q4: 112,511 shares; 2025Q1: 103,663 shares; 2025Q2: 95,202 shares; 2025Q3: 93,219 shares; 2025Q4: 88,235 shares; 2026Q1: 82,846 shares; 2026Q2: 81,463 shares 81,463 $4.86M 0.47% -1,383 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,776 shares; 2024Q4: 18,549 shares; 2025Q1: 19,188 shares; 2025Q2: 20,166 shares; 2025Q3: 19,629 shares; 2025Q4: 19,886 shares; 2026Q1: 19,898 shares; 2026Q2: 19,917 shares 19,917 $4.84M 0.46% +19 Timeline RUNN STRATEGIC TRUST More: the full row for STRATEGIC TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 94,778 shares; 2024Q4: 106,602 shares; 2025Q1: 115,010 shares; 2025Q2: 122,547 shares; 2025Q3: 121,855 shares; 2025Q4: 127,940 shares; 2026Q1: 133,736 shares; 2026Q2: 138,718 shares 138,718 $4.49M 0.43% +4,982 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,048 shares; 2024Q4: 5,083 shares; 2025Q1: 4,853 shares; 2025Q2: 4,786 shares; 2025Q3: 7,866 shares; 2025Q4: 6,915 shares; 2026Q1: 6,337 shares; 2026Q2: 5,949 shares 5,949 $4.45M 0.43% -388 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,081 shares; 2024Q4: 33,028 shares; 2025Q1: 32,834 shares; 2025Q2: 32,815 shares; 2025Q3: 32,825 shares; 2025Q4: 32,501 shares; 2026Q1: 32,398 shares; 2026Q2: 160,794 shares 160,794 $4.41M 0.42% +128,396 Timeline SCHY SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,833 shares; 2024Q4: 63,581 shares; 2025Q1: 69,270 shares; 2025Q2: 79,564 shares; 2025Q3: 89,734 shares; 2025Q4: 115,031 shares; 2026Q1: 122,412 shares; 2026Q2: 138,764 shares 138,764 $4.4M 0.42% +16,352 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,948 shares; 2024Q4: 11,759 shares; 2025Q1: 11,493 shares; 2025Q2: 11,243 shares; 2025Q3: 11,463 shares; 2025Q4: 11,282 shares; 2026Q1: 11,339 shares; 2026Q2: 11,545 shares 11,545 $4.31M 0.41% +206 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 143,983 shares; 2024Q4: 164,927 shares; 2025Q1: 168,783 shares; 2025Q2: 173,875 shares; 2025Q3: 175,792 shares; 2025Q4: 55,760 shares; 2026Q1: 55,939 shares; 2026Q2: 54,692 shares 54,692 $4.22M 0.4% -1,247 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58,545 shares; 2024Q4: 61,900 shares; 2025Q1: 65,847 shares; 2025Q2: 69,212 shares; 2025Q3: 69,554 shares; 2025Q4: 69,262 shares; 2026Q1: 17,528 shares; 2026Q2: 16,375 shares 16,375 $4.13M 0.4% -1,153 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,663 shares; 2024Q4: 6,317 shares; 2025Q1: 6,496 shares; 2025Q2: 6,407 shares; 2025Q3: 5,964 shares; 2025Q4: 5,687 shares; 2026Q1: 5,478 shares; 2026Q2: 5,481 shares 5,481 $4.09M 0.39% +3 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 78,335 shares; 2024Q4: 152,285 shares; 2025Q1: 145,622 shares; 2025Q2: 144,045 shares; 2025Q3: 139,514 shares; 2025Q4: 132,523 shares; 2026Q1: 117,665 shares; 2026Q2: 113,089 shares 113,089 $4.09M 0.39% -4,576 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,416 shares; 2024Q4: 53,496 shares; 2025Q1: 42,204 shares; 2025Q2: 35,965 shares; 2025Q3: 78,918 shares; 2025Q4: 157,241 shares; 2026Q1: 157,257 shares; 2026Q2: 168,200 shares 168,200 $3.89M 0.37% +10,943 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; 2024Q3: 233,855 shares; 2024Q4: 234,859 shares; 2025Q1: 232,842 shares; 2025Q2: 227,036 shares; 2025Q3: 223,562 shares; 2025Q4: 221,334 shares; 2026Q1: 197,082 shares; 2026Q2: 174,940 shares 174,940 $3.88M 0.37% -22,142 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,360 shares; 2024Q4: 8,979 shares; 2025Q1: 8,993 shares; 2025Q2: 9,001 shares; 2025Q3: 9,009 shares; 2025Q4: 9,023 shares; 2026Q1: 9,026 shares; 2026Q2: 9,031 shares 9,031 $3.85M 0.37% +5 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,934 shares; 2024Q4: 12,391 shares; 2025Q1: 12,274 shares; 2025Q2: 12,301 shares; 2025Q3: 12,502 shares; 2025Q4: 12,552 shares; 2026Q1: 12,485 shares; 2026Q2: 12,420 shares 12,420 $3.73M 0.36% -65 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,904 shares; 2024Q4: 5,024 shares; 2025Q1: 5,118 shares; 2025Q2: 5,171 shares; 2025Q3: 4,887 shares; 2025Q4: 4,885 shares; 2026Q1: 4,692 shares; 2026Q2: 4,714 shares 4,714 $3.47M 0.33% +22 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 111,095 shares; 2024Q4: 106,813 shares; 2025Q1: 108,228 shares; 2025Q2: 112,736 shares; 2025Q3: 116,182 shares; 2025Q4: 123,182 shares; 2026Q1: 128,547 shares; 2026Q2: 135,518 shares 135,518 $3.46M 0.33% +6,971 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; 2024Q3: 26,630 shares; 2024Q4: 30,159 shares; 2025Q1: 32,903 shares; 2025Q2: 35,835 shares; 2025Q3: 35,568 shares; 2025Q4: 35,858 shares; 2026Q1: 36,138 shares; 2026Q2: 36,416 shares 36,416 $3.4M 0.33% +278 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,618 shares; 2024Q4: 28,643 shares; 2025Q1: 27,265 shares; 2025Q2: 23,785 shares; 2025Q3: 23,447 shares; 2025Q4: 22,346 shares; 2026Q1: 22,089 shares; 2026Q2: 21,633 shares 21,633 $3.21M 0.31% -456 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,595 shares; 2024Q4: 7,409 shares; 2025Q1: 7,623 shares; 2025Q2: 7,633 shares; 2025Q3: 7,305 shares; 2025Q4: 8,034 shares; 2026Q1: 8,324 shares; 2026Q2: 8,437 shares 8,437 $3.12M 0.3% +113 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,311 shares; 2024Q4: 16,443 shares; 2025Q1: 16,407 shares; 2025Q2: 16,905 shares; 2025Q3: 16,959 shares; 2025Q4: 16,961 shares; 2026Q1: 16,537 shares; 2026Q2: 16,512 shares 16,512 $3.11M 0.3% -25 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,996 shares; 2024Q4: 11,318 shares; 2025Q1: 11,327 shares; 2025Q2: 12,056 shares; 2025Q3: 12,224 shares; 2025Q4: 12,303 shares; 2026Q1: 12,752 shares; 2026Q2: 12,519 shares 12,519 $2.98M 0.29% -233 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,565 shares; 2024Q4: 26,888 shares; 2025Q1: 26,897 shares; 2025Q2: 26,998 shares; 2025Q3: 28,291 shares; 2025Q4: 27,464 shares; 2026Q1: 27,178 shares; 2026Q2: 25,901 shares 25,901 $2.86M 0.27% -1,277 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,496 shares; 2024Q4: 27,681 shares; 2025Q1: 26,618 shares; 2025Q2: 26,021 shares; 2025Q3: 30,461 shares; 2025Q4: 37,160 shares; 2026Q1: 46,795 shares; 2026Q2: 55,811 shares 55,811 $2.82M 0.27% +9,016 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65,329 shares; 2024Q4: 63,256 shares; 2025Q1: 63,256 shares; 2025Q2: 63,256 shares; 2025Q3: 63,256 shares; 2025Q4: 67,807 shares; 2026Q1: 71,893 shares; 2026Q2: 75,167 shares 75,167 $2.8M 0.27% +3,274 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,979 shares; 2024Q4: 22,439 shares; 2025Q1: 22,134 shares; 2025Q2: 22,150 shares; 2025Q3: 22,329 shares; 2025Q4: 22,450 shares; 2026Q1: 22,027 shares; 2026Q2: 22,010 shares 22,010 $2.74M 0.26% -17 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,571 shares; 2024Q4: 6,571 shares; 2025Q1: 6,571 shares; 2025Q2: 6,644 shares; 2025Q3: 6,644 shares; 2025Q4: 6,644 shares; 2026Q1: 6,644 shares; 2026Q2: 6,644 shares 6,644 $2.72M 0.26% 0 Timeline IDOG ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 67,418 shares; 2024Q4: 67,489 shares; 2025Q1: 67,345 shares; 2025Q2: 67,545 shares; 2025Q3: 64,629 shares; 2025Q4: 66,117 shares; 2026Q1: 64,827 shares; 2026Q2: 65,597 shares 65,597 $2.7M 0.26% +770 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,049 shares; 2024Q4: 40,749 shares; 2025Q1: 39,099 shares; 2025Q2: 38,402 shares; 2025Q3: 38,439 shares; 2025Q4: 38,397 shares; 2026Q1: 38,473 shares; 2026Q2: 38,610 shares 38,610 $2.68M 0.26% +137 Timeline BIP BROOKFIELD INFRASTRUCTURE PA More: the full row for BROOKFIELD INFRASTRUCTURE PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 75,424 shares; 2024Q4: 74,713 shares; 2025Q1: 75,064 shares; 2025Q2: 75,586 shares; 2025Q3: 75,000 shares; 2025Q4: 73,352 shares; 2026Q1: 72,491 shares; 2026Q2: 72,449 shares 72,449 $2.64M 0.25% -42 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,404 shares; 2024Q4: 53,404 shares; 2025Q1: 51,072 shares; 2025Q2: 51,072 shares; 2025Q3: 51,072 shares; 2025Q4: 51,072 shares; 2026Q1: 51,072 shares; 2026Q2: 51,072 shares 51,072 $2.64M 0.25% 0 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,260 shares; 2024Q4: 13,018 shares; 2025Q1: 13,397 shares; 2025Q2: 13,169 shares; 2025Q3: 13,675 shares; 2025Q4: 12,421 shares; 2026Q1: 12,682 shares; 2026Q2: 12,992 shares 12,992 $2.6M 0.25% +310 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,438 shares; 2024Q4: 11,818 shares; 2025Q1: 11,093 shares; 2025Q2: 9,598 shares; 2025Q3: 21,345 shares; 2025Q4: 24,500 shares; 2026Q1: 24,669 shares; 2026Q2: 24,028 shares 24,028 $2.59M 0.25% -641 Timeline RSPH INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 75,678 shares; 2024Q4: 75,769 shares; 2025Q1: 75,071 shares; 2025Q2: 75,175 shares; 2025Q3: 75,289 shares; 2025Q4: 75,380 shares; 2026Q1: 75,484 shares; 2026Q2: 75,587 shares 75,587 $2.51M 0.24% +103 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,194 shares; 2024Q4: 31,149 shares; 2025Q1: 31,617 shares; 2025Q2: 31,180 shares; 2025Q3: 30,784 shares; 2025Q4: 29,887 shares; 2026Q1: 27,135 shares; 2026Q2: 25,939 shares 25,939 $2.5M 0.24% -1,196 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,213 shares; 2024Q4: 21,752 shares; 2025Q1: 21,832 shares; 2025Q2: 21,921 shares; 2025Q3: 21,976 shares; 2025Q4: 22,016 shares; 2026Q1: 22,083 shares; 2026Q2: 22,152 shares 22,152 $2.44M 0.23% +69 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 354 shares; 2024Q4: 1,975 shares; 2025Q1: 2,271 shares; 2025Q2: 2,548 shares; 2025Q3: 2,463 shares; 2025Q4: 2,424 shares; 2026Q1: 2,492 shares; 2026Q2: 20,036 shares 20,036 $2.39M 0.23% +17,544 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,691 shares; 2024Q4: 2,576 shares; 2025Q1: 2,576 shares; 2025Q2: 2,576 shares; 2025Q3: 2,440 shares; 2025Q4: 2,463 shares; 2026Q1: 2,463 shares; 2026Q2: 2,463 shares 2,463 $2.38M 0.23% 0 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,907 shares; 2024Q4: 53,232 shares; 2025Q1: 53,419 shares; 2025Q2: 54,288 shares; 2025Q3: 54,912 shares; 2025Q4: 57,995 shares; 2026Q1: 58,067 shares; 2026Q2: 57,791 shares 57,791 $2.35M 0.23% -276 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,566 shares; 2024Q4: 2,416 shares; 2025Q1: 2,422 shares; 2025Q2: 2,668 shares; 2025Q3: 2,390 shares; 2025Q4: 2,281 shares; 2026Q1: 2,284 shares; 2026Q2: 2,166 shares 2,166 $2.31M 0.22% -118 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,484 shares; 2024Q4: 7,017 shares; 2025Q1: 7,256 shares; 2025Q2: 6,879 shares; 2025Q3: 6,915 shares; 2025Q4: 6,865 shares; 2026Q1: 6,948 shares; 2026Q2: 6,916 shares 6,916 $2.26M 0.22% -32 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,094 shares; 2024Q4: 14,595 shares; 2025Q1: 14,081 shares; 2025Q2: 13,698 shares; 2025Q3: 10,674 shares; 2025Q4: 10,501 shares; 2026Q1: 10,323 shares; 2026Q2: 10,270 shares 10,270 $2.19M 0.21% -53 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,608 shares; 2024Q4: 21,423 shares; 2025Q1: 21,403 shares; 2025Q2: 21,542 shares; 2025Q3: 20,689 shares; 2025Q4: 20,817 shares; 2026Q1: 21,034 shares; 2026Q2: 20,379 shares 20,379 $2.12M 0.2% -655 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; 2024Q3: 8,325 shares; 2024Q4: 8,594 shares; 2025Q1: 8,197 shares; 2025Q2: 7,955 shares; 2025Q3: 7,598 shares; 2025Q4: 7,334 shares; 2026Q1: 7,262 shares; 2026Q2: 6,964 shares 6,964 $2.11M 0.2% -298 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; 2024Q3: 46,790 shares; 2024Q4: 46,132 shares; 2025Q1: 46,132 shares; 2025Q2: 46,252 shares; 2025Q3: 46,252 shares; 2025Q4: 46,948 shares; 2026Q1: 51,097 shares; 2026Q2: 52,940 shares 52,940 $2.1M 0.2% +1,843 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,566 shares; 2026Q1: 20,466 shares; 2026Q2: 31,562 shares 31,562 $2.1M 0.2% +11,096 Timeline DFSU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,120 shares; 2024Q4: 28,940 shares; 2025Q1: 33,968 shares; 2025Q2: 34,385 shares; 2025Q3: 35,228 shares; 2025Q4: 34,417 shares; 2026Q1: 34,319 shares; 2026Q2: 44,907 shares 44,907 $2.09M 0.2% +10,588 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,156 shares; 2024Q4: 15,197 shares; 2025Q1: 19,806 shares; 2025Q2: 14,720 shares; 2025Q3: 13,153 shares; 2025Q4: 13,455 shares; 2026Q1: 12,862 shares; 2026Q2: 12,872 shares 12,872 $2.08M 0.2% +10 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,548 shares; 2024Q4: 4,945 shares; 2025Q1: 5,164 shares; 2025Q2: 5,707 shares; 2025Q3: 5,690 shares; 2025Q4: 5,589 shares; 2026Q1: 5,628 shares; 2026Q2: 5,567 shares 5,567 $2.04M 0.2% -61 Timeline IHE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,130 shares; 2024Q4: 20,155 shares; 2025Q1: 20,187 shares; 2025Q2: 20,220 shares; 2025Q3: 20,254 shares; 2025Q4: 20,309 shares; 2026Q1: 20,336 shares; 2026Q2: 20,360 shares 20,360 $2.02M 0.19% +24 Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,864 shares; 2024Q4: 37,303 shares; 2025Q1: 39,559 shares; 2025Q2: 40,621 shares; 2025Q3: 43,247 shares; 2025Q4: 50,982 shares; 2026Q1: 49,969 shares; 2026Q2: 52,366 shares 52,366 $1.99M 0.19% +2,397 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,676 shares; 2024Q4: 4,615 shares; 2025Q1: 4,618 shares; 2025Q2: 4,624 shares; 2025Q3: 4,805 shares; 2025Q4: 4,811 shares; 2026Q1: 4,839 shares; 2026Q2: 4,776 shares 4,776 $1.99M 0.19% -63 Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,500 shares; 2024Q4: 31,740 shares; 2025Q1: 31,748 shares; 2025Q2: 31,714 shares; 2025Q3: 31,003 shares; 2025Q4: 30,321 shares; 2026Q1: 30,013 shares; 2026Q2: 29,981 shares 29,981 $1.93M 0.19% -32 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,141 shares; 2025Q3: 18,323 shares; 2025Q4: 20,285 shares; 2026Q1: 30,676 shares; 2026Q2: 37,791 shares 37,791 $1.93M 0.19% +7,115 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,790 shares; 2024Q4: 60,935 shares; 2025Q1: 66,032 shares; 2025Q2: 59,819 shares; 2025Q3: 59,064 shares; 2025Q4: 52,990 shares; 2026Q1: 51,238 shares; 2026Q2: 51,340 shares 51,340 $1.89M 0.18% +102 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,146 shares; 2024Q4: 19,462 shares; 2025Q1: 19,462 shares; 2025Q2: 19,446 shares; 2025Q3: 23,086 shares; 2025Q4: 19,483 shares; 2026Q1: 19,553 shares; 2026Q2: 19,453 shares 19,453 $1.88M 0.18% -100 Timeline SEIM SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 73,359 shares; 2024Q4: 59,817 shares; 2025Q1: 50,386 shares; 2025Q2: 45,327 shares; 2025Q3: 52,757 shares; 2025Q4: 46,586 shares; 2026Q1: 35,619 shares; 2026Q2: 32,371 shares 32,371 $1.82M 0.17% -3,248 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,572 shares; 2024Q4: 5,389 shares; 2025Q1: 5,106 shares; 2025Q2: 5,115 shares; 2025Q3: 4,947 shares; 2025Q4: 4,878 shares; 2026Q1: 4,979 shares; 2026Q2: 5,103 shares 5,103 $1.8M 0.17% +124 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,642 shares; 2024Q4: 39,612 shares; 2025Q1: 40,627 shares; 2025Q2: 38,623 shares; 2025Q3: 38,246 shares; 2025Q4: 38,021 shares; 2026Q1: 35,791 shares; 2026Q2: 35,412 shares 35,412 $1.78M 0.17% -379 Timeline SEIV SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 77,631 shares; 2024Q4: 67,226 shares; 2025Q1: 58,814 shares; 2025Q2: 52,126 shares; 2025Q3: 60,751 shares; 2025Q4: 51,602 shares; 2026Q1: 39,736 shares; 2026Q2: 36,937 shares 36,937 $1.77M 0.17% -2,799 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,230 shares; 2024Q4: 3,502 shares; 2025Q1: 3,501 shares; 2025Q2: 3,452 shares; 2025Q3: 3,415 shares; 2025Q4: 3,405 shares; 2026Q1: 3,403 shares; 2026Q2: 3,404 shares 3,404 $1.75M 0.17% +1 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,062 shares; 2024Q4: 4,657 shares; 2025Q1: 4,679 shares; 2025Q2: 4,327 shares; 2025Q3: 5,005 shares; 2025Q4: 4,984 shares; 2026Q1: 4,978 shares; 2026Q2: 4,980 shares 4,980 $1.71M 0.16% +2 Timeline DFSI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,352 shares; 2024Q4: 24,202 shares; 2025Q1: 30,659 shares; 2025Q2: 31,045 shares; 2025Q3: 31,816 shares; 2025Q4: 30,836 shares; 2026Q1: 30,650 shares; 2026Q2: 37,289 shares 37,289 $1.68M 0.16% +6,639 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,270 shares; 2024Q4: 13,275 shares; 2025Q1: 12,431 shares; 2025Q2: 6,581 shares; 2025Q3: 6,126 shares; 2025Q4: 7,366 shares; 2026Q1: 10,620 shares; 2026Q2: 10,452 shares 10,452 $1.65M 0.16% -168 Timeline HIMU 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,663 shares; 2025Q2: 12,405 shares; 2025Q3: 17,835 shares; 2025Q4: 27,831 shares; 2026Q1: 27,181 shares; 2026Q2: 32,938 shares 32,938 $1.64M 0.16% +5,757 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,508 shares; 2024Q4: 7,299 shares; 2025Q1: 7,207 shares; 2025Q2: 6,768 shares; 2025Q3: 6,064 shares; 2025Q4: 5,564 shares; 2026Q1: 5,280 shares; 2026Q2: 5,153 shares 5,153 $1.64M 0.16% -127 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,519 shares; 2024Q4: 2,236 shares; 2025Q1: 2,415 shares; 2025Q2: 2,435 shares; 2025Q3: 2,476 shares; 2025Q4: 2,443 shares; 2026Q1: 2,441 shares; 2026Q2: 2,366 shares 2,366 $1.62M 0.16% -75 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,616 shares; 2024Q4: 23,092 shares; 2025Q1: 27,725 shares; 2025Q2: 26,831 shares; 2025Q3: 27,241 shares; 2025Q4: 27,593 shares; 2026Q1: 26,990 shares; 2026Q2: 26,838 shares 26,838 $1.62M 0.16% -152 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,372 shares; 2024Q4: 10,350 shares; 2025Q1: 9,855 shares; 2025Q2: 9,920 shares; 2025Q3: 9,929 shares; 2025Q4: 9,882 shares; 2026Q1: 9,804 shares; 2026Q2: 9,753 shares 9,753 $1.6M 0.15% -51 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 14,488 shares; 2025Q1: 15,056 shares; 2025Q2: 15,453 shares; 2025Q3: 16,328 shares; 2025Q4: 16,707 shares; 2026Q1: 17,184 shares; 2026Q2: 19,654 shares 19,654 $1.59M 0.15% +2,470 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,991 shares; 2024Q4: 18,402 shares; 2025Q1: 18,867 shares; 2025Q2: 18,421 shares; 2025Q3: 18,585 shares; 2025Q4: 18,552 shares; 2026Q1: 18,898 shares; 2026Q2: 18,291 shares 18,291 $1.52M 0.15% -607 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,294 shares; 2024Q4: 8,723 shares; 2025Q1: 9,038 shares; 2025Q2: 9,054 shares; 2025Q3: 17,760 shares; 2025Q4: 17,374 shares; 2026Q1: 17,370 shares; 2026Q2: 17,388 shares 17,388 $1.44M 0.14% +18 Timeline XOM EXXONMOBIL HOLDINGS CORP More: the full row for EXXONMOBIL HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,403 shares 10,403 $1.42M 0.14% new Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,039 shares; 2024Q4: 11,996 shares; 2025Q1: 11,996 shares; 2025Q2: 11,996 shares; 2025Q3: 11,996 shares; 2025Q4: 11,253 shares; 2026Q1: 10,803 shares; 2026Q2: 10,570 shares 10,570 $1.4M 0.13% -233 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,162 shares; 2025Q1: 8,446 shares; 2025Q2: 12,962 shares; 2025Q3: 18,283 shares; 2025Q4: 27,140 shares; 2026Q1: 41,223 shares; 2026Q2: 27,603 shares 27,603 $1.4M 0.13% -13,620 Timeline GEW EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25,509 shares; 2025Q4: 25,509 shares; 2026Q1: 25,509 shares; 2026Q2: 25,509 shares 25,509 $1.4M 0.13% 0 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,391 shares; 2024Q4: 2,705 shares; 2025Q1: 2,729 shares; 2025Q2: 2,617 shares; 2025Q3: 2,967 shares; 2025Q4: 2,859 shares; 2026Q1: 2,835 shares; 2026Q2: 2,703 shares 2,703 $1.38M 0.13% -132 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,982 shares; 2024Q4: 1,896 shares; 2025Q1: 1,890 shares; 2025Q2: 2,090 shares; 2025Q3: 2,132 shares; 2025Q4: 2,075 shares; 2026Q1: 2,089 shares; 2026Q2: 2,089 shares 2,089 $1.33M 0.13% 0 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,490 shares; 2024Q4: 8,534 shares; 2025Q1: 8,940 shares; 2025Q2: 9,932 shares; 2025Q3: 10,018 shares; 2025Q4: 10,524 shares; 2026Q1: 10,345 shares; 2026Q2: 9,886 shares 9,886 $1.3M 0.12% -459 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,038 shares; 2024Q4: 3,360 shares; 2025Q1: 3,309 shares; 2025Q2: 3,316 shares; 2025Q3: 4,108 shares; 2025Q4: 5,182 shares; 2026Q1: 5,091 shares; 2026Q2: 4,966 shares 4,966 $1.26M 0.12% -125 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,529 shares; 2024Q4: 6,711 shares; 2025Q1: 6,090 shares; 2025Q2: 6,462 shares; 2025Q3: 6,221 shares; 2025Q4: 6,268 shares; 2026Q1: 6,290 shares; 2026Q2: 6,338 shares 6,338 $1.25M 0.12% +48 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,583 shares; 2024Q4: 7,942 shares; 2025Q1: 8,463 shares; 2025Q2: 7,427 shares; 2025Q3: 7,941 shares; 2025Q4: 6,990 shares; 2026Q1: 6,499 shares; 2026Q2: 6,409 shares 6,409 $1.22M 0.12% -90 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,395 shares; 2024Q4: 29,463 shares; 2025Q1: 26,800 shares; 2025Q2: 26,332 shares; 2025Q3: 24,917 shares; 2025Q4: 25,069 shares; 2026Q1: 25,143 shares; 2026Q2: 23,982 shares 23,982 $1.19M 0.11% -1,161 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,791 shares; 2024Q4: 33,525 shares; 2025Q1: 33,437 shares; 2025Q2: 33,357 shares; 2025Q3: 34,170 shares; 2025Q4: 34,861 shares; 2026Q1: 34,861 shares; 2026Q2: 32,517 shares 32,517 $1.18M 0.11% -2,344 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,571 shares; 2024Q4: 8,513 shares; 2025Q1: 8,688 shares; 2025Q2: 8,486 shares; 2025Q3: 10,477 shares; 2025Q4: 9,815 shares; 2026Q1: 10,000 shares; 2026Q2: 10,020 shares 10,020 $1.18M 0.11% +20 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,567 shares; 2024Q4: 2,284 shares; 2025Q1: 2,332 shares; 2025Q2: 2,284 shares; 2025Q3: 1,815 shares; 2025Q4: 1,798 shares; 2026Q1: 1,622 shares; 2026Q2: 1,619 shares 1,619 $1.17M 0.11% -3 Timeline RSPS INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,105 shares; 2024Q4: 40,796 shares; 2025Q1: 40,863 shares; 2025Q2: 40,929 shares; 2025Q3: 41,002 shares; 2025Q4: 41,085 shares; 2026Q1: 41,164 shares; 2026Q2: 38,355 shares 38,355 $1.15M 0.11% -2,809 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,976 shares; 2024Q4: 2,918 shares; 2025Q1: 2,420 shares; 2025Q2: 2,707 shares; 2025Q3: 2,860 shares; 2025Q4: 2,823 shares; 2026Q1: 3,004 shares; 2026Q2: 3,017 shares 3,017 $1.14M 0.11% +13 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; 2024Q3: 1,034 shares; 2024Q4: 1,137 shares; 2025Q1: 1,096 shares; 2025Q2: 1,039 shares; 2025Q3: 1,187 shares; 2025Q4: 1,233 shares; 2026Q1: 1,272 shares; 2026Q2: 1,203 shares 1,203 $1.13M 0.11% -69 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,978 shares; 2024Q4: 21,012 shares; 2025Q1: 21,600 shares; 2025Q2: 22,783 shares; 2025Q3: 22,632 shares; 2025Q4: 22,803 shares; 2026Q1: 22,827 shares; 2026Q2: 23,564 shares 23,564 $1.09M 0.1% +737 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,945 shares; 2024Q4: 4,841 shares; 2025Q1: 4,632 shares; 2025Q2: 4,216 shares; 2025Q3: 4,215 shares; 2025Q4: 4,104 shares; 2026Q1: 4,207 shares; 2026Q2: 4,069 shares 4,069 $1.08M 0.1% -138 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,731 shares; 2024Q4: 44,607 shares; 2025Q1: 40,088 shares; 2025Q2: 37,990 shares; 2025Q3: 34,375 shares; 2025Q4: 34,513 shares; 2026Q1: 33,577 shares; 2026Q2: 32,579 shares 32,579 $1.04M 0.1% -998 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 14,592 shares; 2025Q1: 14,985 shares; 2025Q2: 17,147 shares; 2025Q3: 17,648 shares; 2025Q4: 21,567 shares; 2026Q1: 24,169 shares; 2026Q2: 25,091 shares 25,091 $1.04M 0.1% +922 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,155 shares; 2024Q4: 7,709 shares; 2025Q1: 7,711 shares; 2025Q2: 7,713 shares; 2025Q3: 7,814 shares; 2025Q4: 7,816 shares; 2026Q1: 7,738 shares; 2026Q2: 7,587 shares 7,587 $1.04M 0.1% -151 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,147 shares; 2024Q4: 11,100 shares; 2025Q1: 11,151 shares; 2025Q2: 11,164 shares; 2025Q3: 11,271 shares; 2025Q4: 11,314 shares; 2026Q1: 11,585 shares; 2026Q2: 11,276 shares 11,276 $1M 0.1% -309 Timeline NOG NORTHERN OIL & GAS INC More: the full row for NORTHERN OIL & GAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59,027 shares; 2024Q4: 57,947 shares; 2025Q1: 54,947 shares; 2025Q2: 54,947 shares; 2025Q3: 54,947 shares; 2025Q4: 54,947 shares; 2026Q1: 54,947 shares; 2026Q2: 54,947 shares 54,947 $997K 0.1% 0 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,001 shares; 2024Q4: 2,934 shares; 2025Q1: 2,934 shares; 2025Q2: 3,115 shares; 2025Q3: 2,935 shares; 2025Q4: 2,840 shares; 2026Q1: 2,840 shares; 2026Q2: 2,841 shares 2,841 $977K 0.09% +1 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,352 shares; 2025Q2: 1,907 shares; 2025Q3: 1,956 shares; 2025Q4: 1,958 shares; 2026Q1: 2,027 shares; 2026Q2: 2,033 shares 2,033 $971K 0.09% +6 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; 2024Q3: 32,408 shares; 2024Q4: 58,223 shares; 2025Q1: 50,948 shares; 2025Q2: 47,212 shares; 2025Q3: 46,444 shares; 2025Q4: 44,809 shares; 2026Q1: 35,863 shares; 2026Q2: 35,685 shares 35,685 $946K 0.09% -178 Timeline TYG TORTOISE ENERGY INFRSTRCTR C More: the full row for TORTOISE ENERGY INFRSTRCTR C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 22,258 shares; 2025Q1: 21,644 shares; 2025Q2: 21,437 shares; 2025Q3: 20,796 shares; 2025Q4: 21,119 shares; 2026Q1: 21,375 shares; 2026Q2: 21,542 shares 21,542 $924K 0.09% +167 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,534 shares; 2024Q4: 3,368 shares; 2025Q1: 3,370 shares; 2025Q2: 3,353 shares; 2025Q3: 3,355 shares; 2025Q4: 3,319 shares; 2026Q1: 3,321 shares; 2026Q2: 3,308 shares 3,308 $922K 0.09% -13 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,273 shares; 2025Q4: 6,273 shares; 2026Q1: 6,273 shares; 2026Q2: 6,273 shares 6,273 $898K 0.09% 0 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,946 shares; 2024Q4: 6,984 shares; 2025Q1: 6,991 shares; 2025Q2: 7,008 shares; 2025Q3: 7,019 shares; 2025Q4: 10,274 shares; 2026Q1: 10,280 shares; 2026Q2: 10,381 shares 10,381 $887K 0.09% +101 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,416 shares; 2026Q2: 21,287 shares 21,287 $878K 0.08% +1,871 Timeline SDOG ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,088 shares; 2024Q4: 17,039 shares; 2025Q1: 17,076 shares; 2025Q2: 18,110 shares; 2025Q3: 16,066 shares; 2025Q4: 16,115 shares; 2026Q1: 16,166 shares; 2026Q2: 12,856 shares 12,856 $877K 0.08% -3,310 Timeline SCHJ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,230 shares; 2024Q4: 36,576 shares; 2025Q1: 37,091 shares; 2025Q2: 37,997 shares; 2025Q3: 38,040 shares; 2025Q4: 37,224 shares; 2026Q1: 35,478 shares; 2026Q2: 35,453 shares 35,453 $874K 0.08% -25 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; 2024Q3: not reported; 2024Q4: 4,083 shares; 2025Q1: 5,998 shares; 2025Q2: 7,127 shares; 2025Q3: 6,243 shares; 2025Q4: 6,352 shares; 2026Q1: 6,509 shares; 2026Q2: 6,613 shares 6,613 $870K 0.08% +104 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; 2024Q3: 1,729 shares; 2024Q4: 2,272 shares; 2025Q1: 2,340 shares; 2025Q2: 2,271 shares; 2025Q3: 2,295 shares; 2025Q4: 2,275 shares; 2026Q1: 2,278 shares; 2026Q2: 2,286 shares 2,286 $806K 0.08% +8 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,569 shares; 2024Q4: 23,088 shares; 2025Q1: 20,004 shares; 2025Q2: 18,744 shares; 2025Q3: 19,144 shares; 2025Q4: 20,411 shares; 2026Q1: 17,522 shares; 2026Q2: 16,602 shares 16,602 $804K 0.08% -920 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,480 shares; 2024Q4: 7,134 shares; 2025Q1: 5,912 shares; 2025Q2: 13,776 shares; 2025Q3: 12,852 shares; 2025Q4: 12,020 shares; 2026Q1: 11,229 shares; 2026Q2: 10,206 shares 10,206 $798K 0.08% -1,023 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; 2024Q3: 5,286 shares; 2024Q4: 4,516 shares; 2025Q1: 4,475 shares; 2025Q2: 4,118 shares; 2025Q3: 3,324 shares; 2025Q4: 2,960 shares; 2026Q1: 2,928 shares; 2026Q2: 2,809 shares 2,809 $790K 0.08% -119 Timeline SEIQ SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,917 shares; 2024Q4: 32,182 shares; 2025Q1: 28,048 shares; 2025Q2: 24,777 shares; 2025Q3: 29,948 shares; 2025Q4: 26,699 shares; 2026Q1: 20,358 shares; 2026Q2: 19,904 shares 19,904 $784K 0.08% -454 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 452 shares; 2025Q4: 452 shares; 2026Q1: not reported; 2026Q2: 6,233 shares 6,233 $774K 0.07% 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; 2024Q3: 10,859 shares; 2024Q4: 10,904 shares; 2025Q1: 10,904 shares; 2025Q2: 10,949 shares; 2025Q3: 10,949 shares; 2025Q4: 10,999 shares; 2026Q1: 10,999 shares; 2026Q2: 10,054 shares 10,054 $765K 0.07% -945 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,379 shares; 2024Q4: 6,151 shares; 2025Q1: 7,062 shares; 2025Q2: 7,357 shares; 2025Q3: 7,402 shares; 2025Q4: 7,215 shares; 2026Q1: 7,376 shares; 2026Q2: 7,939 shares 7,939 $758K 0.07% +563 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,337 shares; 2025Q4: 13,340 shares; 2026Q1: 13,339 shares; 2026Q2: 13,339 shares 13,339 $734K 0.07% 0 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,038 shares; 2024Q4: 9,038 shares; 2025Q1: 9,027 shares; 2025Q2: 9,013 shares; 2025Q3: 8,998 shares; 2025Q4: 8,983 shares; 2026Q1: 8,577 shares; 2026Q2: 7,911 shares 7,911 $717K 0.07% -666 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,615 shares; 2024Q4: 39,710 shares; 2025Q1: 37,863 shares; 2025Q2: 37,938 shares; 2025Q3: 41,055 shares; 2025Q4: 33,622 shares; 2026Q1: 27,260 shares; 2026Q2: 24,379 shares 24,379 $706K 0.07% -2,881 Timeline FOCL EDAP TMS S A More: the full row for EDAP TMS S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 134,960 shares; 2024Q4: 134,960 shares; 2025Q1: 134,960 shares; 2025Q2: 134,960 shares; 2025Q3: 134,960 shares; 2025Q4: 134,960 shares; 2026Q1: 134,960 shares; 2026Q2: 134,960 shares 134,960 $699K 0.07% 0 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,819 shares; 2025Q1: 2,979 shares; 2025Q2: 2,815 shares; 2025Q3: 3,046 shares; 2025Q4: 2,709 shares; 2026Q1: 2,691 shares; 2026Q2: 2,753 shares 2,753 $693K 0.07% +62 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,152 shares; 2024Q4: 3,152 shares; 2025Q1: 3,242 shares; 2025Q2: 3,242 shares; 2025Q3: 1,698 shares; 2025Q4: 1,973 shares; 2026Q1: 2,019 shares; 2026Q2: 2,019 shares 2,019 $676K 0.06% 0 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,734 shares; 2024Q4: 2,736 shares; 2025Q1: 2,737 shares; 2025Q2: 2,739 shares; 2025Q3: 2,741 shares; 2025Q4: 2,742 shares; 2026Q1: 2,744 shares; 2026Q2: 2,745 shares 2,745 $665K 0.06% +1 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,442 shares; 2024Q4: 2,861 shares; 2025Q1: 2,786 shares; 2025Q2: 2,786 shares; 2025Q3: 2,789 shares; 2025Q4: 2,713 shares; 2026Q1: 2,713 shares; 2026Q2: 2,713 shares 2,713 $658K 0.06% 0 Timeline DGS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 9,633 shares; 2025Q1: 9,675 shares; 2025Q2: 10,022 shares; 2025Q3: 10,038 shares; 2025Q4: 10,699 shares; 2026Q1: 10,065 shares; 2026Q2: 9,982 shares 9,982 $646K 0.06% -83 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,510 shares; 2025Q1: 8,969 shares; 2025Q2: 8,109 shares; 2025Q3: 8,605 shares; 2025Q4: 8,853 shares; 2026Q1: 8,819 shares; 2026Q2: 8,832 shares 8,832 $635K 0.06% +13 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,549 shares; 2024Q4: 3,549 shares; 2025Q1: 3,549 shares; 2025Q2: 3,653 shares; 2025Q3: 4,313 shares; 2025Q4: 3,950 shares; 2026Q1: 3,959 shares; 2026Q2: 3,973 shares 3,973 $624K 0.06% +14 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,095 shares; 2024Q4: 43,328 shares; 2025Q1: 37,645 shares; 2025Q2: 35,405 shares; 2025Q3: 35,991 shares; 2025Q4: 34,373 shares; 2026Q1: 27,111 shares; 2026Q2: 26,477 shares 26,477 $621K 0.06% -634 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,231 shares; 2024Q4: 11,039 shares; 2025Q1: 11,043 shares; 2025Q2: 11,046 shares; 2025Q3: 10,698 shares; 2025Q4: 10,531 shares; 2026Q1: 10,534 shares; 2026Q2: 10,537 shares 10,537 $600K 0.06% +3 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,616 shares; 2024Q4: 3,031 shares; 2025Q1: 3,085 shares; 2025Q2: 3,036 shares; 2025Q3: 4,095 shares; 2025Q4: 4,069 shares; 2026Q1: 4,073 shares; 2026Q2: 4,087 shares 4,087 $599K 0.06% +14 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,910 shares; 2024Q4: 4,890 shares; 2025Q1: 5,879 shares; 2025Q2: 5,879 shares; 2025Q3: 3,797 shares; 2025Q4: 3,827 shares; 2026Q1: 3,484 shares; 2026Q2: 3,174 shares 3,174 $598K 0.06% -310 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,004 shares; 2024Q4: 9,914 shares; 2025Q1: 7,855 shares; 2025Q2: 7,523 shares; 2025Q3: 7,523 shares; 2025Q4: 7,523 shares; 2026Q1: 7,497 shares; 2026Q2: 7,319 shares 7,319 $588K 0.06% -178 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; 2024Q3: 2,486 shares; 2024Q4: 3,924 shares; 2025Q1: 4,148 shares; 2025Q2: 4,744 shares; 2025Q3: 4,790 shares; 2025Q4: 4,780 shares; 2026Q1: 4,753 shares; 2026Q2: 4,446 shares 4,446 $571K 0.05% -307 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,315 shares; 2024Q4: 1,359 shares; 2025Q1: 1,381 shares; 2025Q2: 1,339 shares; 2025Q3: 1,486 shares; 2025Q4: 1,486 shares; 2026Q1: 1,628 shares; 2026Q2: 1,589 shares 1,589 $568K 0.05% -39 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,482 shares; 2024Q4: 22,925 shares; 2025Q1: 18,779 shares; 2025Q2: 19,348 shares; 2025Q3: 12,496 shares; 2025Q4: 9,121 shares; 2026Q1: 8,935 shares; 2026Q2: 9,140 shares 9,140 $562K 0.05% +205 Timeline FLTB FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,496 shares; 2025Q2: 16,596 shares; 2025Q3: 10,569 shares; 2025Q4: 11,074 shares; 2026Q1: 11,125 shares; 2026Q2: 11,181 shares 11,181 $561K 0.05% +56 Timeline JPIB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,694 shares; 2025Q4: 17,753 shares; 2026Q1: 16,682 shares; 2026Q2: 11,490 shares 11,490 $556K 0.05% -5,192 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,921 shares; 2024Q4: 1,877 shares; 2025Q1: 1,877 shares; 2025Q2: 1,877 shares; 2025Q3: 1,877 shares; 2025Q4: 1,877 shares; 2026Q1: 1,877 shares; 2026Q2: 1,877 shares 1,877 $550K 0.05% 0 Timeline DFSB DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,490 shares; 2024Q4: 9,928 shares; 2025Q1: 9,937 shares; 2025Q2: 9,937 shares; 2025Q3: 9,937 shares; 2025Q4: 10,829 shares; 2026Q1: 10,829 shares; 2026Q2: 10,544 shares 10,544 $549K 0.05% -285 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,484 shares 2,484 $549K 0.05% new 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,434 shares 2,434 $545K 0.05% new Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,376 shares; 2025Q4: 5,959 shares; 2026Q1: 6,535 shares; 2026Q2: 6,586 shares 6,586 $541K 0.05% +51 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,993 shares; 2024Q4: 2,808 shares; 2025Q1: 2,808 shares; 2025Q2: 3,293 shares; 2025Q3: 2,932 shares; 2025Q4: 3,155 shares; 2026Q1: 3,158 shares; 2026Q2: 3,163 shares 3,163 $524K 0.05% +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; 2024Q3: 1,440 shares; 2024Q4: 1,390 shares; 2025Q1: 1,390 shares; 2025Q2: 1,391 shares; 2025Q3: 1,400 shares; 2025Q4: 1,400 shares; 2026Q1: 1,401 shares; 2026Q2: 1,401 shares 1,401 $524K 0.05% 0 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; 2024Q3: 1,282 shares; 2024Q4: 1,263 shares; 2025Q1: 1,263 shares; 2025Q2: 1,263 shares; 2025Q3: 1,044 shares; 2025Q4: 1,044 shares; 2026Q1: 1,044 shares; 2026Q2: 1,044 shares 1,044 $517K 0.05% 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; 2024Q3: 10,384 shares; 2024Q4: 10,031 shares; 2025Q1: 9,585 shares; 2025Q2: 8,916 shares; 2025Q3: 9,081 shares; 2025Q4: 9,136 shares; 2026Q1: 9,610 shares; 2026Q2: 9,766 shares 9,766 $503K 0.05% +156 Timeline AIVL WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,954 shares; 2024Q4: 3,785 shares; 2025Q1: 3,795 shares; 2025Q2: 3,796 shares; 2025Q3: 3,808 shares; 2025Q4: 3,822 shares; 2026Q1: 3,811 shares; 2026Q2: 3,823 shares 3,823 $501K 0.05% +12 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,598 shares; 2024Q4: 2,569 shares; 2025Q1: 2,549 shares; 2025Q2: 2,261 shares; 2025Q3: 2,251 shares; 2025Q4: 2,251 shares; 2026Q1: 2,251 shares; 2026Q2: 2,250 shares 2,250 $498K 0.05% -1 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,048 shares; 2024Q4: 2,681 shares; 2025Q1: 2,688 shares; 2025Q2: 2,694 shares; 2025Q3: 2,750 shares; 2025Q4: 2,715 shares; 2026Q1: 2,741 shares; 2026Q2: 2,747 shares 2,747 $497K 0.05% +6 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,416 shares; 2024Q4: 1,416 shares; 2025Q1: 1,416 shares; 2025Q2: 1,438 shares; 2025Q3: 1,438 shares; 2025Q4: 1,438 shares; 2026Q1: 1,438 shares; 2026Q2: 1,438 shares 1,438 $493K 0.05% 0 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,264 shares; 2024Q4: 9,983 shares; 2025Q1: 9,744 shares; 2025Q2: 7,554 shares; 2025Q3: 7,540 shares; 2025Q4: 6,631 shares; 2026Q1: 6,441 shares; 2026Q2: 6,441 shares 6,441 $479K 0.05% 0 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,046 shares; 2024Q4: 13,351 shares; 2025Q1: 13,974 shares; 2025Q2: 14,258 shares; 2025Q3: 12,983 shares; 2025Q4: 12,908 shares; 2026Q1: 11,428 shares; 2026Q2: 11,223 shares 11,223 $475K 0.05% -205 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 628 shares; 2025Q4: 629 shares; 2026Q1: 653 shares; 2026Q2: 724 shares 724 $475K 0.05% +71 Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,247 shares; 2024Q4: 24,476 shares; 2025Q1: 26,425 shares; 2025Q2: 23,599 shares; 2025Q3: 18,168 shares; 2025Q4: 10,379 shares; 2026Q1: 6,935 shares; 2026Q2: 6,943 shares 6,943 $469K 0.05% +8 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; 2024Q3: 6,611 shares; 2024Q4: 5,105 shares; 2025Q1: 4,419 shares; 2025Q2: 4,840 shares; 2025Q3: 4,858 shares; 2025Q4: 4,867 shares; 2026Q1: 5,262 shares; 2026Q2: 5,292 shares 5,292 $465K 0.04% +30 Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,001 shares; 2024Q4: 7,962 shares; 2025Q1: 7,427 shares; 2025Q2: 6,150 shares; 2025Q3: 5,891 shares; 2025Q4: 5,403 shares; 2026Q1: 4,698 shares; 2026Q2: 4,335 shares 4,335 $455K 0.04% -363 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,361 shares; 2025Q1: 5,325 shares; 2025Q2: 6,762 shares; 2025Q3: 6,784 shares; 2025Q4: 9,425 shares; 2026Q1: 9,247 shares; 2026Q2: 8,749 shares 8,749 $454K 0.04% -498 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,163 shares; 2024Q4: 4,844 shares; 2025Q1: 4,852 shares; 2025Q2: 4,788 shares; 2025Q3: 4,867 shares; 2025Q4: 4,823 shares; 2026Q1: 4,831 shares; 2026Q2: 4,838 shares 4,838 $453K 0.04% +7 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,569 shares; 2024Q4: 6,634 shares; 2025Q1: 6,672 shares; 2025Q2: 6,736 shares; 2025Q3: 5,397 shares; 2025Q4: 4,551 shares; 2026Q1: 4,563 shares; 2026Q2: 4,596 shares 4,596 $451K 0.04% +33 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,622 shares; 2025Q1: 3,625 shares; 2025Q2: 3,628 shares; 2025Q3: 3,701 shares; 2025Q4: 3,679 shares; 2026Q1: 3,717 shares; 2026Q2: 3,540 shares 3,540 $447K 0.04% -177 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,170 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,249 shares; 2025Q3: 6,469 shares; 2025Q4: 6,033 shares; 2026Q1: 4,730 shares; 2026Q2: 4,730 shares 4,730 $447K 0.04% 0 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,566 shares; 2026Q1: 6,586 shares; 2026Q2: 5,701 shares 5,701 $431K 0.04% -885 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,162 shares; 2024Q4: 1,155 shares; 2025Q1: 1,120 shares; 2025Q2: 1,080 shares; 2025Q3: 1,078 shares; 2025Q4: 1,078 shares; 2026Q1: 1,086 shares; 2026Q2: 1,085 shares 1,085 $428K 0.04% -1 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,866 shares; 2024Q4: 12,903 shares; 2025Q1: 12,712 shares; 2025Q2: 9,896 shares; 2025Q3: 9,745 shares; 2025Q4: 9,288 shares; 2026Q1: 8,928 shares; 2026Q2: 8,203 shares 8,203 $426K 0.04% -725 Timeline IQDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,643 shares; 2024Q4: 9,196 shares; 2025Q1: 8,577 shares; 2025Q2: 9,153 shares; 2025Q3: 9,846 shares; 2025Q4: 9,511 shares; 2026Q1: 9,516 shares; 2026Q2: 9,828 shares 9,828 $423K 0.04% +312 Timeline DLS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,652 shares; 2024Q4: 7,836 shares; 2025Q1: 8,063 shares; 2025Q2: 8,131 shares; 2025Q3: 8,154 shares; 2025Q4: 5,193 shares; 2026Q1: 5,010 shares; 2026Q2: 5,051 shares 5,051 $423K 0.04% +41 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,255 shares; 2025Q3: 2,546 shares; 2025Q4: 2,547 shares; 2026Q1: 2,548 shares; 2026Q2: 2,576 shares 2,576 $421K 0.04% +28 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,454 shares; 2024Q4: 6,068 shares; 2025Q1: 6,069 shares; 2025Q2: 5,569 shares; 2025Q3: 4,341 shares; 2025Q4: 4,284 shares; 2026Q1: 4,364 shares; 2026Q2: 4,415 shares 4,415 $412K 0.04% +51 Timeline EQWL INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,167 shares; 2024Q4: 3,797 shares; 2025Q1: 3,184 shares; 2025Q2: 3,186 shares; 2025Q3: 3,189 shares; 2025Q4: 3,186 shares; 2026Q1: 3,189 shares; 2026Q2: 3,191 shares 3,191 $412K 0.04% +2 Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,757 shares; 2024Q4: 10,524 shares; 2025Q1: 8,944 shares; 2025Q2: 7,757 shares; 2025Q3: 7,633 shares; 2025Q4: 7,292 shares; 2026Q1: 6,251 shares; 2026Q2: 6,087 shares 6,087 $409K 0.04% -164 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,916 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,419 shares; 2025Q3: 10,375 shares; 2025Q4: 9,914 shares; 2026Q1: 7,837 shares; 2026Q2: 7,849 shares 7,849 $403K 0.04% +12 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,176 shares; 2026Q1: 5,176 shares; 2026Q2: 5,176 shares 5,176 $402K 0.04% 0 Timeline ROBO EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,077 shares; 2024Q4: 5,078 shares; 2025Q1: 5,078 shares; 2025Q2: 5,078 shares; 2025Q3: 4,690 shares; 2025Q4: 4,692 shares; 2026Q1: 4,658 shares; 2026Q2: 4,658 shares 4,658 $399K 0.04% 0 Timeline DIM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,080 shares; 2024Q4: not reported; 2025Q1: 3,678 shares; 2025Q2: 4,035 shares; 2025Q3: 3,995 shares; 2025Q4: 4,004 shares; 2026Q1: 4,435 shares; 2026Q2: 4,626 shares 4,626 $394K 0.04% +191 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,851 shares; 2024Q4: 1,441 shares; 2025Q1: 1,438 shares; 2025Q2: 1,439 shares; 2025Q3: 1,471 shares; 2025Q4: 1,447 shares; 2026Q1: 1,449 shares; 2026Q2: 1,458 shares 1,458 $394K 0.04% +9 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,586 shares; 2026Q2: 9,605 shares 9,605 $390K 0.04% +3,019 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,082 shares; 2024Q4: 4,027 shares; 2025Q1: 4,027 shares; 2025Q2: 4,027 shares; 2025Q3: 4,044 shares; 2025Q4: 4,027 shares; 2026Q1: 4,027 shares; 2026Q2: 4,027 shares 4,027 $390K 0.04% 0 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61,224 shares; 2024Q4: 54,517 shares; 2025Q1: 16,138 shares; 2025Q2: 13,229 shares; 2025Q3: 11,186 shares; 2025Q4: 7,748 shares; 2026Q1: 7,720 shares; 2026Q2: 7,674 shares 7,674 $389K 0.04% -46 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,959 shares; 2025Q1: 3,160 shares; 2025Q2: 3,365 shares; 2025Q3: 3,566 shares; 2025Q4: 3,512 shares; 2026Q1: 3,522 shares; 2026Q2: 3,567 shares 3,567 $385K 0.04% +45 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,269 shares; 2024Q4: 3,270 shares; 2025Q1: 3,271 shares; 2025Q2: 3,272 shares; 2025Q3: 3,272 shares; 2025Q4: 3,273 shares; 2026Q1: 3,274 shares; 2026Q2: 3,274 shares 3,274 $385K 0.04% 0 Timeline LEVI LEVI STRAUSS & CO NEW More: the full row for LEVI STRAUSS & CO NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,445 shares; 2024Q4: 15,445 shares; 2025Q1: 15,445 shares; 2025Q2: 15,445 shares; 2025Q3: 15,445 shares; 2025Q4: 15,445 shares; 2026Q1: 15,445 shares; 2026Q2: 15,445 shares 15,445 $383K 0.04% 0 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 758 shares; 2024Q4: 758 shares; 2025Q1: 733 shares; 2025Q2: 733 shares; 2025Q3: 743 shares; 2025Q4: 728 shares; 2026Q1: 727 shares; 2026Q2: 727 shares 727 $383K 0.04% 0 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,466 shares; 2025Q2: 6,479 shares; 2025Q3: 6,479 shares; 2025Q4: 7,922 shares; 2026Q1: 7,922 shares; 2026Q2: 7,939 shares 7,939 $382K 0.04% +17 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,761 shares; 2025Q1: 4,763 shares; 2025Q2: 6,381 shares; 2025Q3: 7,200 shares; 2025Q4: 11,782 shares; 2026Q1: 11,536 shares; 2026Q2: 10,974 shares 10,974 $382K 0.04% -562 Timeline BCI ABRDN ETFS More: the full row for ABRDN ETFS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,996 shares; 2024Q4: 32,429 shares; 2025Q1: 28,309 shares; 2025Q2: 24,077 shares; 2025Q3: 24,070 shares; 2025Q4: 22,085 shares; 2026Q1: 18,706 shares; 2026Q2: 16,835 shares 16,835 $376K 0.04% -1,871 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,100 shares; 2024Q4: 4,918 shares; 2025Q1: 3,918 shares; 2025Q2: 4,269 shares; 2025Q3: 4,281 shares; 2025Q4: 4,430 shares; 2026Q1: 3,836 shares; 2026Q2: 3,841 shares 3,841 $375K 0.04% +5 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,822 shares; 2024Q4: 1,715 shares; 2025Q1: 1,716 shares; 2025Q2: 1,717 shares; 2025Q3: 1,718 shares; 2025Q4: 1,719 shares; 2026Q1: 1,669 shares; 2026Q2: 1,640 shares 1,640 $372K 0.04% -29 Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,909 shares; 2024Q4: 29,759 shares; 2025Q1: 29,841 shares; 2025Q2: 27,199 shares; 2025Q3: 15,251 shares; 2025Q4: 15,397 shares; 2026Q1: 15,472 shares; 2026Q2: 15,571 shares 15,571 $369K 0.04% +99 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,928 shares; 2024Q4: 6,545 shares; 2025Q1: 7,727 shares; 2025Q2: 5,645 shares; 2025Q3: 5,011 shares; 2025Q4: 8,043 shares; 2026Q1: 6,967 shares; 2026Q2: 6,861 shares 6,861 $364K 0.03% -106 Timeline PSI INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,893 shares 1,893 $356K 0.03% new Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,225 shares; 2024Q4: 19,997 shares; 2025Q1: 19,765 shares; 2025Q2: 19,771 shares; 2025Q3: 19,777 shares; 2025Q4: 15,592 shares; 2026Q1: 15,592 shares; 2026Q2: 15,592 shares 15,592 $355K 0.03% 0 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,040 shares; 2024Q4: 527 shares; 2025Q1: 535 shares; 2025Q2: 643 shares; 2025Q3: 646 shares; 2025Q4: 629 shares; 2026Q1: 629 shares; 2026Q2: 629 shares 629 $354K 0.03% 0 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,681 shares; 2024Q4: 2,604 shares; 2025Q1: 2,692 shares; 2025Q2: 2,606 shares; 2025Q3: 2,639 shares; 2025Q4: 3,074 shares; 2026Q1: 3,074 shares; 2026Q2: 3,075 shares 3,075 $348K 0.03% +1 Timeline ENDW EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,395 shares; 2025Q3: 10,395 shares; 2025Q4: 10,395 shares; 2026Q1: 10,395 shares; 2026Q2: 10,395 shares 10,395 $348K 0.03% 0 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 657 shares; 2025Q2: not reported; 2025Q3: 1,058 shares; 2025Q4: 955 shares; 2026Q1: 955 shares; 2026Q2: 956 shares 956 $346K 0.03% +1 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,932 shares; 2024Q4: 4,953 shares; 2025Q1: 4,909 shares; 2025Q2: 4,928 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,785 shares 3,785 $345K 0.03% new 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; 2024Q3: 6,534 shares; 2024Q4: 6,534 shares; 2025Q1: 6,534 shares; 2025Q2: 6,534 shares; 2025Q3: 6,534 shares; 2025Q4: 6,534 shares; 2026Q1: 6,534 shares; 2026Q2: 6,534 shares 6,534 $344K 0.03% 0 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,815 shares; 2025Q4: 4,048 shares; 2026Q1: 4,988 shares; 2026Q2: 5,009 shares 5,009 $343K 0.03% +21 Timeline EEMA ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,790 shares; 2024Q4: 2,842 shares; 2025Q1: 2,842 shares; 2025Q2: 2,849 shares; 2025Q3: 2,849 shares; 2025Q4: 2,886 shares; 2026Q1: 2,886 shares; 2026Q2: 2,920 shares 2,920 $342K 0.03% +34 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 290 shares; 2026Q2: 290 shares 290 $341K 0.03% 0 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,682 shares; 2025Q4: 6,757 shares; 2026Q1: 7,979 shares; 2026Q2: 7,979 shares 7,979 $338K 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,083 shares; 2025Q3: 1,086 shares; 2025Q4: 1,392 shares; 2026Q1: 1,511 shares; 2026Q2: 1,516 shares 1,516 $338K 0.03% +5 Timeline AVSC AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,604 shares 4,604 $338K 0.03% new Timeline EMLC VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,427 shares; 2024Q4: 22,351 shares; 2025Q1: 19,837 shares; 2025Q2: 17,950 shares; 2025Q3: 17,725 shares; 2025Q4: 16,269 shares; 2026Q1: 13,063 shares; 2026Q2: 12,769 shares 12,769 $326K 0.03% -294 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,893 shares; 2024Q4: 1,894 shares; 2025Q1: 1,896 shares; 2025Q2: 1,820 shares; 2025Q3: 1,821 shares; 2025Q4: 1,823 shares; 2026Q1: 1,824 shares; 2026Q2: 1,825 shares 1,825 $326K 0.03% +1 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,985 shares; 2024Q4: 2,908 shares; 2025Q1: 2,908 shares; 2025Q2: 2,908 shares; 2025Q3: 2,416 shares; 2025Q4: 2,416 shares; 2026Q1: 2,416 shares; 2026Q2: 2,416 shares 2,416 $325K 0.03% 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; 2024Q3: 9,528 shares; 2024Q4: 15,284 shares; 2025Q1: 17,680 shares; 2025Q2: 21,767 shares; 2025Q3: 22,284 shares; 2025Q4: 13,883 shares; 2026Q1: 13,788 shares; 2026Q2: 13,493 shares 13,493 $325K 0.03% -295 Timeline RFG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,920 shares; 2025Q1: 4,920 shares; 2025Q2: 4,920 shares; 2025Q3: 4,920 shares; 2025Q4: 4,920 shares; 2026Q1: 4,920 shares; 2026Q2: 4,920 shares 4,920 $317K 0.03% 0 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,743 shares; 2024Q4: 19,665 shares; 2025Q1: 16,589 shares; 2025Q2: 18,863 shares; 2025Q3: 18,913 shares; 2025Q4: 14,809 shares; 2026Q1: 13,842 shares; 2026Q2: 13,008 shares 13,008 $314K 0.03% -834 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; 2024Q3: 21,077 shares; 2024Q4: 20,657 shares; 2025Q1: 20,561 shares; 2025Q2: 14,895 shares; 2025Q3: 16,150 shares; 2025Q4: 15,343 shares; 2026Q1: 15,616 shares; 2026Q2: 12,320 shares 12,320 $313K 0.03% -3,296 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,621 shares; 2025Q1: 1,879 shares; 2025Q2: 1,626 shares; 2025Q3: 1,707 shares; 2025Q4: 1,700 shares; 2026Q1: 1,684 shares; 2026Q2: 1,686 shares 1,686 $312K 0.03% +2 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,086 shares; 2025Q1: 5,929 shares; 2025Q2: 6,321 shares; 2025Q3: 5,321 shares; 2025Q4: 5,171 shares; 2026Q1: 4,925 shares; 2026Q2: 4,925 shares 4,925 $305K 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,907 shares; 2025Q3: 2,841 shares; 2025Q4: 2,895 shares; 2026Q1: 2,898 shares; 2026Q2: 2,810 shares 2,810 $302K 0.03% -88 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,628 shares; 2025Q4: 9,781 shares; 2026Q1: 5,602 shares; 2026Q2: 6,289 shares 6,289 $295K 0.03% +687 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 14,954 shares; 2025Q1: 14,943 shares; 2025Q2: 14,982 shares; 2025Q3: 15,333 shares; 2025Q4: 15,499 shares; 2026Q1: 14,097 shares; 2026Q2: 14,100 shares 14,100 $292K 0.03% +3 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,443 shares; 2024Q4: 1,243 shares; 2025Q1: 1,246 shares; 2025Q2: 1,250 shares; 2025Q3: 1,136 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 971 shares 971 $289K 0.03% new Timeline DWM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,731 shares; 2026Q1: 3,885 shares; 2026Q2: 3,939 shares 3,939 $288K 0.03% +54 Timeline IXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,626 shares; 2024Q4: 4,626 shares; 2025Q1: 4,626 shares; 2025Q2: 4,626 shares; 2025Q3: 4,626 shares; 2025Q4: 4,164 shares; 2026Q1: 2,922 shares; 2026Q2: 2,922 shares 2,922 $287K 0.03% 0 Timeline IMCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,244 shares; 2024Q4: 4,274 shares; 2025Q1: 4,300 shares; 2025Q2: 4,325 shares; 2025Q3: 4,348 shares; 2025Q4: 3,111 shares; 2026Q1: 3,116 shares; 2026Q2: 3,131 shares 3,131 $286K 0.03% +15 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,449 shares; 2024Q4: 5,432 shares; 2025Q1: 6,582 shares; 2025Q2: 5,390 shares; 2025Q3: 4,615 shares; 2025Q4: 4,029 shares; 2026Q1: 3,688 shares; 2026Q2: 3,688 shares 3,688 $285K 0.03% 0 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,602 shares; 2024Q4: 694 shares; 2025Q1: not reported; 2025Q2: 699 shares; 2025Q3: 713 shares; 2025Q4: 684 shares; 2026Q1: 659 shares; 2026Q2: 674 shares 674 $283K 0.03% +15 Timeline FNX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,010 shares; 2024Q4: 1,970 shares; 2025Q1: 1,970 shares; 2025Q2: 1,970 shares; 2025Q3: 1,970 shares; 2025Q4: 1,971 shares; 2026Q1: 1,971 shares; 2026Q2: 1,885 shares 1,885 $276K 0.03% -86 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,300 shares 1,300 $272K 0.03% new Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 685 shares; 2025Q1: 685 shares; 2025Q2: 685 shares; 2025Q3: 685 shares; 2025Q4: 685 shares; 2026Q1: 685 shares; 2026Q2: 685 shares 685 $272K 0.03% 0 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; 2024Q3: 908 shares; 2024Q4: not reported; 2025Q1: 800 shares; 2025Q2: 802 shares; 2025Q3: 814 shares; 2025Q4: 816 shares; 2026Q1: 816 shares; 2026Q2: 816 shares 816 $269K 0.03% 0 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; 2024Q3: 1,093 shares; 2024Q4: 1,029 shares; 2025Q1: 1,029 shares; 2025Q2: 1,029 shares; 2025Q3: 1,033 shares; 2025Q4: 1,029 shares; 2026Q1: 1,030 shares; 2026Q2: 973 shares 973 $268K 0.03% -57 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,478 shares; 2024Q4: 2,308 shares; 2025Q1: 2,364 shares; 2025Q2: 3,008 shares; 2025Q3: 2,581 shares; 2025Q4: 2,164 shares; 2026Q1: 2,216 shares; 2026Q2: 1,960 shares 1,960 $265K 0.03% -256 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; 2024Q3: 3,196 shares; 2024Q4: 3,231 shares; 2025Q1: 3,241 shares; 2025Q2: 3,253 shares; 2025Q3: 3,271 shares; 2025Q4: 2,239 shares; 2026Q1: 2,243 shares; 2026Q2: 2,252 shares 2,252 $264K 0.03% +9 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,788 shares; 2024Q4: 5,295 shares; 2025Q1: 5,296 shares; 2025Q2: 5,297 shares; 2025Q3: 5,299 shares; 2025Q4: 5,300 shares; 2026Q1: 5,302 shares; 2026Q2: 5,304 shares 5,304 $262K 0.03% +2 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,874 shares 1,874 $262K 0.03% new Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,620 shares; 2024Q4: 1,599 shares; 2025Q1: 1,600 shares; 2025Q2: 1,600 shares; 2025Q3: 1,601 shares; 2025Q4: 1,497 shares; 2026Q1: 1,428 shares; 2026Q2: 1,370 shares 1,370 $261K 0.03% -58 Timeline GEQ EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,041 shares 5,041 $258K 0.02% new Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,754 shares; 2024Q4: 3,734 shares; 2025Q1: 2,564 shares; 2025Q2: 2,581 shares; 2025Q3: 2,592 shares; 2025Q4: 2,587 shares; 2026Q1: 2,661 shares; 2026Q2: 2,669 shares 2,669 $257K 0.02% +8 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; 2024Q3: 1,575 shares; 2024Q4: 1,275 shares; 2025Q1: 1,275 shares; 2025Q2: 1,276 shares; 2025Q3: 1,166 shares; 2025Q4: 1,166 shares; 2026Q1: 1,167 shares; 2026Q2: 1,167 shares 1,167 $257K 0.02% 0 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,734 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,512 shares; 2025Q4: not reported; 2026Q1: 1,509 shares; 2026Q2: 1,519 shares 1,519 $257K 0.02% +10 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,869 shares 2,869 $256K 0.02% new Timeline AVRE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,389 shares 5,389 $255K 0.02% new 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 126 shares 126 $252K 0.02% new Timeline ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,779 shares; 2024Q4: 2,274 shares; 2025Q1: 1,855 shares; 2025Q2: 2,172 shares; 2025Q3: 2,193 shares; 2025Q4: 2,063 shares; 2026Q1: 2,380 shares; 2026Q2: 2,077 shares 2,077 $250K 0.02% -303 Timeline GPIX GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,278 shares 4,278 $238K 0.02% new 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; 2024Q3: 5,976 shares; 2024Q4: 6,130 shares; 2025Q1: 6,130 shares; 2025Q2: 6,157 shares; 2025Q3: 6,051 shares; 2025Q4: 4,854 shares; 2026Q1: 4,854 shares; 2026Q2: 4,879 shares 4,879 $237K 0.02% +25 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,992 shares; 2025Q4: 3,992 shares; 2026Q1: 3,992 shares; 2026Q2: 3,992 shares 3,992 $237K 0.02% 0 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,800 shares 2,800 $235K 0.02% new Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,089 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,131 shares; 2025Q4: 2,447 shares; 2026Q1: 2,346 shares; 2026Q2: 2,352 shares 2,352 $233K 0.02% +6 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 523 shares 523 $223K 0.02% new Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,778 shares; 2026Q2: 5,729 shares 5,729 $222K 0.02% -49 Timeline ALLY ALLY FINL INC More: the full row for ALLY FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,950 shares; 2024Q4: 5,823 shares; 2025Q1: 5,823 shares; 2025Q2: 5,823 shares; 2025Q3: 5,823 shares; 2025Q4: 5,823 shares; 2026Q1: not reported; 2026Q2: 4,796 shares 4,796 $220K 0.02% new Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,102 shares; 2025Q4: not reported; 2026Q1: 948 shares; 2026Q2: 849 shares 849 $217K 0.02% -99 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,048 shares; 2026Q2: 1,048 shares 1,048 $216K 0.02% 0 Timeline FXH FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,253 shares; 2024Q4: 2,254 shares; 2025Q1: 2,255 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,747 shares 1,747 $214K 0.02% new Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,217 shares; 2025Q1: not reported; 2025Q2: 2,060 shares; 2025Q3: 1,878 shares; 2025Q4: 1,796 shares; 2026Q1: 1,801 shares; 2026Q2: 1,806 shares 1,806 $214K 0.02% +5 Timeline GPIQ GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,578 shares 3,578 $212K 0.02% new Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,885 shares 1,885 $211K 0.02% new Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,067 shares; 2024Q4: 39,104 shares; 2025Q1: 4,035 shares; 2025Q2: 4,204 shares; 2025Q3: 3,705 shares; 2025Q4: 4,191 shares; 2026Q1: 4,331 shares; 2026Q2: 2,416 shares 2,416 $209K 0.02% -1,915 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,257 shares; 2024Q4: 1,257 shares; 2025Q1: 1,257 shares; 2025Q2: 1,233 shares; 2025Q3: 1,233 shares; 2025Q4: 1,233 shares; 2026Q1: 1,233 shares; 2026Q2: 1,233 shares 1,233 $208K 0.02% 0 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,133 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,046 shares 3,046 $206K 0.02% new Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,352 shares; 2024Q4: 32,788 shares; 2025Q1: 43,356 shares; 2025Q2: 43,509 shares; 2025Q3: 24,965 shares; 2025Q4: 15,047 shares; 2026Q1: 14,717 shares; 2026Q2: 14,780 shares 14,780 $205K 0.02% +63 Timeline DJD INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,181 shares 3,181 $202K 0.02% new Timeline HYT BLACKROCK CORPOR HI YLD FD I More: the full row for BLACKROCK CORPOR HI YLD FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,492 shares; 2024Q4: 25,992 shares; 2025Q1: 25,992 shares; 2025Q2: 25,194 shares; 2025Q3: 25,194 shares; 2025Q4: 20,643 shares; 2026Q1: 20,643 shares; 2026Q2: 14,548 shares 14,548 $125K 0.01% -6,095 Timeline PNSTQ PINSTRIPES HOLDINGS, INC CL A More: the full row for PINSTRIPES HOLDINGS, INC CL A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,800 shares; 2025Q4: 14,800 shares; 2026Q1: 14,800 shares; 2026Q2: 14,800 shares 14,800 $1 <0.01% 0 Timeline