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: 154,071 shares; 2024Q4: 112,328 shares; 2025Q1: 94,713 shares; 2025Q2: 74,791 shares; 2025Q3: 57,734 shares; 2025Q4: 55,703 shares; 2026Q1: 52,375 shares; 2026Q2: 49,648 shares 49,648 $37.1M 18.49% -2,727 Timeline SPTM 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: 298,106 shares; 2024Q4: 259,641 shares; 2025Q1: 257,445 shares; 2025Q2: 176,268 shares; 2025Q3: 181,979 shares; 2025Q4: 196,326 shares; 2026Q1: 212,710 shares; 2026Q2: 210,645 shares 210,645 $19.1M 9.54% -2,065 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 19,136 shares; 2025Q1: 69,824 shares; 2025Q2: 67,532 shares; 2025Q3: 127,665 shares; 2025Q4: 363,625 shares; 2026Q1: 405,423 shares; 2026Q2: 385,702 shares 385,702 $14.1M 7.03% -19,721 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: 318,060 shares; 2024Q4: 280,365 shares; 2025Q1: 280,480 shares; 2025Q2: 176,445 shares; 2025Q3: 169,852 shares; 2025Q4: 183,410 shares; 2026Q1: 195,263 shares; 2026Q2: 191,851 shares 191,851 $13.7M 6.82% -3,412 Timeline SPTI 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: 337,295 shares; 2024Q4: 373,084 shares; 2025Q1: 393,477 shares; 2025Q2: 332,095 shares; 2025Q3: 352,694 shares; 2025Q4: 389,389 shares; 2026Q1: 410,309 shares; 2026Q2: 408,514 shares 408,514 $11.6M 5.78% -1,795 Timeline SLYV 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: 149,075 shares; 2024Q4: 136,209 shares; 2025Q1: 136,990 shares; 2025Q2: 77,347 shares; 2025Q3: 81,208 shares; 2025Q4: 91,720 shares; 2026Q1: 99,183 shares; 2026Q2: 97,845 shares 97,845 $10.7M 5.32% -1,338 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: 108,825 shares; 2024Q4: 101,995 shares; 2025Q1: 103,644 shares; 2025Q2: 60,641 shares; 2025Q3: 59,594 shares; 2025Q4: 62,778 shares; 2026Q1: 65,316 shares; 2026Q2: 63,709 shares 63,709 $6.15M 3.07% -1,607 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: 61,331 shares; 2024Q4: 66,759 shares; 2025Q1: 73,026 shares; 2025Q2: 59,263 shares; 2025Q3: 66,310 shares; 2025Q4: 71,242 shares; 2026Q1: 74,705 shares; 2026Q2: 74,526 shares 74,526 $6.12M 3.05% -179 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: 51,203 shares; 2024Q4: 25,992 shares; 2025Q1: 24,282 shares; 2025Q2: 21,983 shares; 2025Q3: 18,447 shares; 2025Q4: 20,749 shares; 2026Q1: 20,622 shares; 2026Q2: 20,531 shares 20,531 $5.94M 2.96% -91 Timeline FTSM 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: 28,844 shares; 2024Q4: 56,159 shares; 2025Q1: 179,171 shares; 2025Q2: 199,991 shares; 2025Q3: 156,115 shares; 2025Q4: 127,465 shares; 2026Q1: 139,190 shares; 2026Q2: 95,237 shares 95,237 $5.69M 2.84% -43,953 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 66,007 shares; 2024Q4: 74,395 shares; 2025Q1: 76,164 shares; 2025Q2: 59,118 shares; 2025Q3: 58,772 shares; 2025Q4: 63,707 shares; 2026Q1: 66,201 shares; 2026Q2: 66,613 shares 66,613 $5.51M 2.75% +412 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: 13,523 shares; 2024Q4: 10,623 shares; 2025Q1: 9,689 shares; 2025Q2: 6,238 shares; 2025Q3: 5,107 shares; 2025Q4: 14,652 shares; 2026Q1: 14,822 shares; 2026Q2: 14,782 shares 14,782 $5.47M 2.73% -40 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,982 shares; 2024Q4: 55,220 shares; 2025Q1: 55,682 shares; 2025Q2: 39,996 shares; 2025Q3: 38,204 shares; 2025Q4: 40,313 shares; 2026Q1: 41,543 shares; 2026Q2: 41,596 shares 41,596 $3.29M 1.64% +53 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61,591 shares; 2024Q4: 55,887 shares; 2025Q1: 50,201 shares; 2025Q2: 27,349 shares; 2025Q3: 28,588 shares; 2025Q4: 30,552 shares; 2026Q1: 31,498 shares; 2026Q2: 31,059 shares 31,059 $3.2M 1.6% -439 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: 21,296 shares; 2024Q4: 15,306 shares; 2025Q1: 15,673 shares; 2025Q2: 12,472 shares; 2025Q3: 11,009 shares; 2025Q4: 32,553 shares; 2026Q1: 30,209 shares; 2026Q2: 29,083 shares 29,083 $3.13M 1.56% -1,126 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: 6,136 shares; 2024Q4: 4,522 shares; 2025Q1: 7,858 shares; 2025Q2: 6,225 shares; 2025Q3: 4,814 shares; 2025Q4: 4,522 shares; 2026Q1: 4,459 shares; 2026Q2: 4,429 shares 4,429 $3.04M 1.52% -30 Timeline REET ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 121,517 shares; 2024Q4: 99,788 shares; 2025Q1: 104,856 shares; 2025Q2: 76,024 shares; 2025Q3: 75,460 shares; 2025Q4: 85,373 shares; 2026Q1: 92,933 shares; 2026Q2: 93,015 shares 93,015 $2.57M 1.28% +82 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: 12,053 shares; 2024Q4: 9,195 shares; 2025Q1: 7,594 shares; 2025Q2: 6,513 shares; 2025Q3: 5,637 shares; 2025Q4: 5,198 shares; 2026Q1: 5,096 shares; 2026Q2: 5,096 shares 5,096 $2.55M 1.27% 0 Timeline DECM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 74,404 shares; 2026Q2: 70,431 shares 70,431 $2.37M 1.18% -3,973 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,127 shares; 2024Q4: 12,097 shares; 2025Q1: 11,023 shares; 2025Q2: 9,704 shares; 2025Q3: 8,569 shares; 2025Q4: 18,913 shares; 2026Q1: 18,931 shares; 2026Q2: 18,995 shares 18,995 $1.94M 0.97% +64 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: 91,121 shares; 2024Q4: 125,098 shares; 2025Q1: 103,213 shares; 2025Q2: 84,816 shares; 2025Q3: 71,433 shares; 2025Q4: 57,877 shares; 2026Q1: 52,963 shares; 2026Q2: 54,379 shares 54,379 $1.72M 0.86% +1,416 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: 62,872 shares; 2024Q4: 132,049 shares; 2025Q1: 109,413 shares; 2025Q2: 76,734 shares; 2025Q3: 67,194 shares; 2025Q4: 56,686 shares; 2026Q1: 52,034 shares; 2026Q2: 50,920 shares 50,920 $1.58M 0.79% -1,114 Timeline MARM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 61,676 shares; 2025Q3: 61,676 shares; 2025Q4: 37,798 shares; 2026Q1: 37,798 shares; 2026Q2: 39,170 shares 39,170 $1.34M 0.67% +1,372 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: 11,242 shares; 2024Q4: 8,644 shares; 2025Q1: 7,857 shares; 2025Q2: 6,851 shares; 2025Q3: 5,835 shares; 2025Q4: 5,020 shares; 2026Q1: 4,979 shares; 2026Q2: 4,987 shares 4,987 $1.25M 0.63% +8 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: 10,644 shares; 2024Q4: 6,084 shares; 2025Q1: 5,355 shares; 2025Q2: 4,998 shares; 2025Q3: 3,792 shares; 2025Q4: 4,747 shares; 2026Q1: 4,727 shares; 2026Q2: 4,777 shares 4,777 $1.14M 0.57% +50 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: 8,662 shares; 2024Q4: 8,594 shares; 2025Q1: 9,156 shares; 2025Q2: 7,982 shares; 2025Q3: 8,445 shares; 2025Q4: 8,466 shares; 2026Q1: 20,753 shares; 2026Q2: 20,129 shares 20,129 $1.14M 0.57% -624 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: 1,724 shares; 2024Q4: 1,250 shares; 2025Q1: not reported; 2025Q2: 1,180 shares; 2025Q3: 1,100 shares; 2025Q4: 2,550 shares; 2026Q1: 2,690 shares; 2026Q2: 3,093 shares 3,093 $1.09M 0.55% +403 Timeline BUFD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,815 shares; 2025Q4: 36,710 shares; 2026Q1: 36,710 shares; 2026Q2: 36,710 shares 36,710 $1.09M 0.54% 0 Timeline DDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,127 shares; 2025Q2: 6,119 shares; 2025Q3: 5,980 shares; 2025Q4: 5,870 shares; 2026Q1: 22,759 shares; 2026Q2: 23,006 shares 23,006 $1.09M 0.54% +247 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: 19,392 shares; 2024Q4: 11,184 shares; 2025Q1: 7,410 shares; 2025Q2: 7,182 shares; 2025Q3: 6,958 shares; 2025Q4: 6,687 shares; 2026Q1: 6,653 shares; 2026Q2: 6,625 shares 6,625 $983K 0.49% -28 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: 6,194 shares; 2024Q4: 4,388 shares; 2025Q1: 4,219 shares; 2025Q2: 1,859 shares; 2025Q3: 1,195 shares; 2025Q4: 2,538 shares; 2026Q1: 2,470 shares; 2026Q2: 2,554 shares 2,554 $953K 0.48% +84 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: 40,953 shares; 2024Q4: 23,918 shares; 2025Q1: 23,325 shares; 2025Q2: 17,949 shares; 2025Q3: 13,940 shares; 2025Q4: 12,006 shares; 2026Q1: 11,980 shares; 2026Q2: 12,005 shares 12,005 $926K 0.46% +25 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: 6,304 shares; 2024Q4: 3,963 shares; 2025Q1: 3,572 shares; 2025Q2: 2,037 shares; 2025Q3: 1,721 shares; 2025Q4: 1,435 shares; 2026Q1: 1,235 shares; 2026Q2: 1,217 shares 1,217 $896K 0.45% -18 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,324 shares; 2025Q4: 6,506 shares; 2026Q1: 6,455 shares; 2026Q2: 6,558 shares 6,558 $818K 0.41% +103 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: 6,277 shares; 2024Q4: 4,410 shares; 2025Q1: 4,309 shares; 2025Q2: 4,339 shares; 2025Q3: 4,082 shares; 2025Q4: 3,999 shares; 2026Q1: 4,022 shares; 2026Q2: 4,032 shares 4,032 $807K 0.4% +10 Timeline OCTM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 21,390 shares; 2025Q1: 21,390 shares; 2025Q2: 21,390 shares; 2025Q3: 21,390 shares; 2025Q4: 22,053 shares; 2026Q1: 23,318 shares; 2026Q2: 23,318 shares 23,318 $783K 0.39% 0 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,692 shares; 2024Q4: 56,388 shares; 2025Q1: 55,811 shares; 2025Q2: 45,753 shares; 2025Q3: 38,952 shares; 2025Q4: 27,838 shares; 2026Q1: 27,838 shares; 2026Q2: 27,838 shares 27,838 $771K 0.38% 0 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: 4,718 shares; 2024Q4: 3,375 shares; 2025Q1: 2,746 shares; 2025Q2: 2,417 shares; 2025Q3: 1,307 shares; 2025Q4: 1,307 shares; 2026Q1: 1,447 shares; 2026Q2: 2,052 shares 2,052 $733K 0.37% +605 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,199 shares; 2024Q4: 7,058 shares; 2025Q1: 6,704 shares; 2025Q2: 6,741 shares; 2025Q3: 4,941 shares; 2025Q4: 4,525 shares; 2026Q1: 4,425 shares; 2026Q2: 4,435 shares 4,435 $726K 0.36% +10 Timeline JANM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,615 shares; 2026Q2: 20,847 shares 20,847 $706K 0.35% -768 Timeline AOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 31,587 shares; 2025Q1: 31,452 shares; 2025Q2: 30,857 shares; 2025Q3: 30,852 shares; 2025Q4: 30,738 shares; 2026Q1: 24,460 shares; 2026Q2: 24,460 shares 24,460 $669K 0.33% 0 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: 39,400 shares; 2024Q4: 77,614 shares; 2025Q1: 74,218 shares; 2025Q2: 55,025 shares; 2025Q3: 27,915 shares; 2025Q4: 22,664 shares; 2026Q1: 20,836 shares; 2026Q2: 21,465 shares 21,465 $632K 0.32% +629 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,031 shares; 2024Q4: 2,030 shares; 2025Q1: 1,846 shares; 2025Q2: 1,429 shares; 2025Q3: 810 shares; 2025Q4: 526 shares; 2026Q1: 526 shares; 2026Q2: 526 shares 526 $631K 0.31% 0 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,271 shares; 2024Q4: 8,159 shares; 2025Q1: 7,958 shares; 2025Q2: 8,239 shares; 2025Q3: 6,656 shares; 2025Q4: 6,166 shares; 2026Q1: 6,069 shares; 2026Q2: 6,071 shares 6,071 $624K 0.31% +2 Timeline BUFS FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,882 shares; 2026Q1: 21,882 shares; 2026Q2: 21,882 shares 21,882 $549K 0.27% 0 Timeline BUFY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,820 shares; 2026Q1: 22,820 shares; 2026Q2: 22,820 shares 22,820 $534K 0.27% 0 Timeline DOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,369 shares; 2026Q1: 11,189 shares; 2026Q2: 11,189 shares 11,189 $522K 0.26% 0 Timeline DIVO 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: 53,045 shares; 2024Q4: 35,926 shares; 2025Q1: 29,190 shares; 2025Q2: 21,740 shares; 2025Q3: 16,457 shares; 2025Q4: 11,322 shares; 2026Q1: 11,014 shares; 2026Q2: 11,157 shares 11,157 $510K 0.25% +143 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: 7,162 shares; 2024Q4: 2,957 shares; 2025Q1: 2,921 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,149 shares 5,149 $497K 0.25% new 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: 3,268 shares; 2024Q4: 2,545 shares; 2025Q1: 1,385 shares; 2025Q2: 1,341 shares; 2025Q3: 1,088 shares; 2025Q4: 1,002 shares; 2026Q1: 1,002 shares; 2026Q2: 1,002 shares 1,002 $479K 0.24% 0 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,893 shares; 2024Q4: 22,169 shares; 2025Q1: 18,960 shares; 2025Q2: 13,752 shares; 2025Q3: 10,888 shares; 2025Q4: 9,257 shares; 2026Q1: 9,452 shares; 2026Q2: 9,543 shares 9,543 $473K 0.24% +91 Timeline NUSC NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,083 shares; 2024Q4: 11,282 shares; 2025Q1: 10,631 shares; 2025Q2: 11,208 shares; 2025Q3: 9,959 shares; 2025Q4: 9,482 shares; 2026Q1: 8,818 shares; 2026Q2: 8,834 shares 8,834 $460K 0.23% +16 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 389 shares 389 $449K 0.22% new Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,742 shares; 2025Q3: 4,888 shares; 2025Q4: 4,888 shares; 2026Q1: 4,888 shares; 2026Q2: 4,888 shares 4,888 $433K 0.22% 0 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,026 shares 1,026 $432K 0.22% new Timeline DNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,053 shares; 2026Q1: 8,053 shares; 2026Q2: 8,053 shares 8,053 $414K 0.21% 0 Timeline FEBM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,689 shares; 2026Q2: 13,215 shares 13,215 $413K 0.21% -474 Timeline NOVM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,055 shares; 2026Q1: 12,055 shares; 2026Q2: 12,055 shares 12,055 $407K 0.2% 0 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,576 shares; 2024Q4: 5,624 shares; 2025Q1: 6,242 shares; 2025Q2: 7,810 shares; 2025Q3: 2,313 shares; 2025Q4: 2,283 shares; 2026Q1: 2,411 shares; 2026Q2: 2,452 shares 2,452 $385K 0.19% +41 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: 5,646 shares; 2024Q4: 3,928 shares; 2025Q1: 3,268 shares; 2025Q2: 2,256 shares; 2025Q3: 2,056 shares; 2025Q4: 1,565 shares; 2026Q1: 1,568 shares; 2026Q2: 1,569 shares 1,569 $381K 0.19% +1 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: 5,168 shares; 2024Q4: 3,427 shares; 2025Q1: 3,006 shares; 2025Q2: 2,632 shares; 2025Q3: 2,139 shares; 2025Q4: 2,139 shares; 2026Q1: 2,157 shares; 2026Q2: 2,157 shares 2,157 $358K 0.18% 0 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,884 shares; 2024Q4: 8,031 shares; 2025Q1: 8,129 shares; 2025Q2: 8,532 shares; 2025Q3: 6,928 shares; 2025Q4: 6,142 shares; 2026Q1: 6,195 shares; 2026Q2: 6,187 shares 6,187 $338K 0.17% -8 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: 4,737 shares; 2024Q4: 1,202 shares; 2025Q1: 1,202 shares; 2025Q2: 1,196 shares; 2025Q3: 1,184 shares; 2025Q4: 1,184 shares; 2026Q1: 1,184 shares; 2026Q2: 1,184 shares 1,184 $333K 0.17% 0 Timeline COWG PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 70,935 shares; 2024Q4: 45,123 shares; 2025Q1: 34,044 shares; 2025Q2: 17,466 shares; 2025Q3: 11,315 shares; 2025Q4: 8,798 shares; 2026Q1: 8,621 shares; 2026Q2: 8,176 shares 8,176 $328K 0.16% -445 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: 5,347 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,012 shares; 2026Q1: 1,012 shares; 2026Q2: 1,091 shares 1,091 $328K 0.16% +79 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,256 shares; 2025Q4: 3,353 shares; 2026Q1: 3,505 shares; 2026Q2: 3,694 shares 3,694 $325K 0.16% +189 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,566 shares; 2024Q4: 32,218 shares; 2025Q1: 24,193 shares; 2025Q2: 13,976 shares; 2025Q3: 9,834 shares; 2025Q4: 6,273 shares; 2026Q1: 5,278 shares; 2026Q2: 5,142 shares 5,142 $320K 0.16% -136 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,694 shares 6,694 $305K 0.15% new Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,174 shares; 2024Q4: 3,322 shares; 2025Q1: 3,323 shares; 2025Q2: 3,316 shares; 2025Q3: 3,289 shares; 2025Q4: 3,290 shares; 2026Q1: 3,290 shares; 2026Q2: 3,291 shares 3,291 $299K 0.15% +1 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,348 shares; 2024Q4: 5,683 shares; 2025Q1: 5,731 shares; 2025Q2: 5,131 shares; 2025Q3: 4,496 shares; 2025Q4: 3,055 shares; 2026Q1: 2,791 shares; 2026Q2: 2,797 shares 2,797 $298K 0.15% +6 Timeline ICOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65,908 shares; 2024Q4: 40,278 shares; 2025Q1: 30,399 shares; 2025Q2: 21,202 shares; 2025Q3: 14,195 shares; 2025Q4: 9,307 shares; 2026Q1: 7,502 shares; 2026Q2: 6,670 shares 6,670 $278K 0.14% -832 Timeline FLHY FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 110,938 shares; 2024Q4: 62,547 shares; 2025Q1: 47,046 shares; 2025Q2: 32,284 shares; 2025Q3: 16,030 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,937 shares 10,937 $266K 0.13% new Timeline DMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 9,796 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,630 shares; 2026Q2: 5,616 shares 5,616 $251K 0.13% -14 Timeline FNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,682 shares; 2026Q1: 4,682 shares; 2026Q2: 4,261 shares 4,261 $249K 0.12% -421 Timeline FDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7,251 shares; 2025Q1: 7,249 shares; 2025Q2: 7,220 shares; 2025Q3: 4,340 shares; 2025Q4: 4,337 shares; 2026Q1: 4,337 shares; 2026Q2: 4,337 shares 4,337 $236K 0.12% 0 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,500 shares; 2025Q4: 1,464 shares; 2026Q1: 1,464 shares; 2026Q2: 1,464 shares 1,464 $231K 0.12% 0 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: 37,908 shares; 2024Q4: 7,618 shares; 2025Q1: 5,271 shares; 2025Q2: 4,817 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,798 shares 3,798 $227K 0.11% new Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,420 shares; 2024Q4: 2,466 shares; 2025Q1: 2,287 shares; 2025Q2: 1,953 shares; 2025Q3: 1,932 shares; 2025Q4: not reported; 2026Q1: 1,424 shares; 2026Q2: 1,425 shares 1,425 $217K 0.11% +1 Timeline SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,293 shares; 2024Q4: 12,570 shares; 2025Q1: 12,586 shares; 2025Q2: 12,623 shares; 2025Q3: not reported; 2025Q4: 9,527 shares; 2026Q1: 9,263 shares; 2026Q2: 9,342 shares 9,342 $216K 0.11% +79 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 659 shares; 2026Q1: not reported; 2026Q2: 660 shares 660 $216K 0.11% new Timeline AVNV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,590 shares 2,590 $214K 0.11% new Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS 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: 279 shares 279 $213K 0.11% new Timeline GTO INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC 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: 4,541 shares 4,541 $213K 0.11% new Timeline GDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,303 shares 5,303 $211K 0.11% new 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: 874 shares; 2024Q4: 584 shares; 2025Q1: 580 shares; 2025Q2: 332 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 270 shares 270 $202K 0.1% new Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 530 shares 530 $200K 0.1% new Timeline