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; 2024Q4: 581,552 shares; 2025Q1: 771,340 shares; 2025Q2: 924,623 shares; 2025Q3: 1,003,372 shares; 2025Q4: 1,072,904 shares; 2026Q1: 1,051,665 shares; 2026Q2: 1,070,071 shares; 2026Q3: 1,112,649 shares 1,112,649 $59.8M 6.74% +42,578 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 60,868 shares; 2025Q1: 62,282 shares; 2025Q2: 60,253 shares; 2025Q3: 60,932 shares; 2025Q4: 62,025 shares; 2026Q1: 63,290 shares; 2026Q2: 66,264 shares; 2026Q3: 69,880 shares 69,880 $53.5M 6.03% +3,616 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 160,494 shares; 2025Q1: 189,681 shares; 2025Q2: 196,169 shares; 2025Q3: 199,485 shares; 2025Q4: 206,552 shares; 2026Q1: 200,326 shares; 2026Q2: 208,342 shares; 2026Q3: 196,568 shares 196,568 $45.9M 5.17% -11,774 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 470,882 shares; 2025Q1: 473,139 shares; 2025Q2: 517,157 shares; 2025Q3: 536,064 shares; 2025Q4: 648,730 shares; 2026Q1: 656,955 shares; 2026Q2: 712,743 shares; 2026Q3: 949,910 shares 949,910 $42.6M 4.81% +237,167 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 89,455 shares; 2025Q1: 79,899 shares; 2025Q2: 82,157 shares; 2025Q3: 83,851 shares; 2025Q4: 83,815 shares; 2026Q1: 73,740 shares; 2026Q2: 303,789 shares; 2026Q3: 294,833 shares 294,833 $36.9M 4.16% -8,956 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 41,031 shares; 2025Q1: 39,541 shares; 2025Q2: 42,169 shares; 2025Q3: 45,909 shares; 2025Q4: 46,767 shares; 2026Q1: 44,164 shares; 2026Q2: 48,429 shares; 2026Q3: 49,275 shares 49,275 $36.5M 4.11% +846 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; 2024Q4: 309,857 shares; 2025Q1: 337,158 shares; 2025Q2: 420,353 shares; 2025Q3: 420,195 shares; 2025Q4: 445,624 shares; 2026Q1: 446,612 shares; 2026Q2: 427,771 shares; 2026Q3: 641,491 shares 641,491 $32.3M 3.64% +213,720 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; 2024Q4: 37,620 shares; 2025Q1: 36,879 shares; 2025Q2: 37,694 shares; 2025Q3: 37,860 shares; 2025Q4: 37,801 shares; 2026Q1: 30,531 shares; 2026Q2: 247,167 shares; 2026Q3: 248,225 shares 248,225 $31.2M 3.52% +1,058 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,746 shares; 2025Q1: 16,633 shares; 2025Q2: 17,572 shares; 2025Q3: 20,142 shares; 2025Q4: 20,777 shares; 2026Q1: 21,392 shares; 2026Q2: 26,380 shares; 2026Q3: 27,102 shares 27,102 $20.7M 2.33% +722 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,154 shares; 2025Q4: 8,401 shares; 2026Q1: 198,992 shares; 2026Q2: 220,552 shares; 2026Q3: 244,636 shares 244,636 $19.9M 2.24% +24,084 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 52,944 shares; 2025Q1: 56,188 shares; 2025Q2: 60,739 shares; 2025Q3: 59,725 shares; 2025Q4: 59,951 shares; 2026Q1: 58,375 shares; 2026Q2: 58,173 shares; 2026Q3: 57,688 shares 57,688 $19.2M 2.17% -485 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 127,306 shares; 2026Q2: 141,618 shares; 2026Q3: 159,619 shares 159,619 $18.8M 2.12% +18,001 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 122,693 shares; 2025Q1: 117,551 shares; 2025Q2: 129,985 shares; 2025Q3: 155,670 shares; 2025Q4: 160,514 shares; 2026Q1: 164,228 shares; 2026Q2: 168,070 shares; 2026Q3: 173,101 shares 173,101 $17.5M 1.97% +5,031 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 109,201 shares; 2025Q1: 86,232 shares; 2025Q2: 92,078 shares; 2025Q3: 94,604 shares; 2025Q4: 98,503 shares; 2026Q1: 100,404 shares; 2026Q2: 100,515 shares; 2026Q3: 103,664 shares 103,664 $16.1M 1.81% +3,149 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 25,063 shares; 2025Q1: 28,886 shares; 2025Q2: 28,168 shares; 2025Q3: 28,600 shares; 2025Q4: 28,092 shares; 2026Q1: 28,478 shares; 2026Q2: 29,655 shares; 2026Q3: 30,616 shares 30,616 $15.7M 1.77% +961 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 364,500 shares; 2025Q1: 377,653 shares; 2025Q2: 375,744 shares; 2025Q3: 384,891 shares; 2025Q4: 389,335 shares; 2026Q1: 423,173 shares; 2026Q2: 438,817 shares; 2026Q3: 194,760 shares 194,760 $15.3M 1.72% -244,057 Timeline JBND J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,168 shares; 2025Q4: 178,190 shares; 2026Q1: 227,847 shares; 2026Q2: 235,617 shares; 2026Q3: 281,859 shares 281,859 $14.4M 1.62% +46,242 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,547 shares; 2025Q1: 1,855 shares; 2025Q2: 18,455 shares; 2025Q3: 26,076 shares; 2025Q4: 26,221 shares; 2026Q1: 42,381 shares; 2026Q2: 43,690 shares; 2026Q3: 48,022 shares 48,022 $13.7M 1.54% +4,332 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 50,187 shares; 2025Q1: 49,324 shares; 2025Q2: 49,378 shares; 2025Q3: 49,247 shares; 2025Q4: 49,422 shares; 2026Q1: 50,973 shares; 2026Q2: 51,604 shares; 2026Q3: 51,968 shares 51,968 $12.9M 1.46% +364 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,925 shares; 2025Q1: 8,081 shares; 2025Q2: 7,900 shares; 2025Q3: 8,273 shares; 2025Q4: 8,248 shares; 2026Q1: 45,929 shares; 2026Q2: 51,078 shares; 2026Q3: 59,095 shares 59,095 $12.8M 1.44% +8,017 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 104,484 shares; 2025Q2: 184,141 shares; 2025Q3: 206,025 shares; 2025Q4: 229,059 shares; 2026Q1: 243,396 shares; 2026Q2: 264,035 shares; 2026Q3: 279,270 shares 279,270 $11.8M 1.33% +15,235 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 31,203 shares; 2025Q1: 35,668 shares; 2025Q2: 35,260 shares; 2025Q3: 35,393 shares; 2025Q4: 35,195 shares; 2026Q1: 35,114 shares; 2026Q2: 34,054 shares; 2026Q3: 34,027 shares 34,027 $11.7M 1.32% -27 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 21,225 shares; 2025Q1: 50,644 shares; 2025Q2: 93,454 shares; 2025Q3: 90,010 shares; 2025Q4: 50,284 shares; 2026Q1: 97,715 shares; 2026Q2: 63,051 shares; 2026Q3: 92,926 shares 92,926 $9.36M 1.05% +29,875 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,652 shares; 2025Q1: 13,317 shares; 2025Q2: 15,908 shares; 2025Q3: 17,170 shares; 2025Q4: 16,230 shares; 2026Q1: 16,665 shares; 2026Q2: 18,292 shares; 2026Q3: 18,564 shares 18,564 $9.24M 1.04% +272 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 54,244 shares; 2025Q1: 34,749 shares; 2025Q2: 36,113 shares; 2025Q3: 37,417 shares; 2025Q4: 37,526 shares; 2026Q1: 37,586 shares; 2026Q2: 38,583 shares; 2026Q3: 39,402 shares 39,402 $9M 1.01% +819 Timeline GMUB GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,528 shares; 2025Q4: 94,807 shares; 2026Q1: 122,703 shares; 2026Q2: 159,690 shares; 2026Q3: 179,717 shares 179,717 $8.77M 0.99% +20,027 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; 2024Q4: not reported; 2025Q1: 6,416 shares; 2025Q2: 8,243 shares; 2025Q3: 13,883 shares; 2025Q4: 101,368 shares; 2026Q1: 138,983 shares; 2026Q2: 130,140 shares; 2026Q3: 172,493 shares 172,493 $8.72M 0.98% +42,353 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 157,413 shares; 2025Q1: 143,934 shares; 2025Q2: 171,121 shares; 2025Q3: 40,194 shares; 2025Q4: 26,764 shares; 2026Q1: 26,275 shares; 2026Q2: 98,922 shares; 2026Q3: 201,341 shares 201,341 $8.24M 0.93% +102,419 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 77,374 shares; 2025Q1: 85,001 shares; 2025Q2: 121,438 shares; 2025Q3: 129,615 shares; 2025Q4: 136,874 shares; 2026Q1: 150,291 shares; 2026Q2: 152,144 shares; 2026Q3: 163,721 shares 163,721 $7.75M 0.87% +11,577 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; 2024Q4: 98,182 shares; 2025Q1: 104,100 shares; 2025Q2: 106,080 shares; 2025Q3: 112,268 shares; 2025Q4: 121,790 shares; 2026Q1: 130,582 shares; 2026Q2: 129,883 shares; 2026Q3: 131,738 shares 131,738 $7.41M 0.84% +1,855 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,814 shares; 2025Q1: 16,845 shares; 2025Q2: 16,539 shares; 2025Q3: 17,154 shares; 2025Q4: 17,518 shares; 2026Q1: 17,920 shares; 2026Q2: 19,220 shares; 2026Q3: 19,575 shares 19,575 $7.33M 0.83% +355 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,110 shares; 2025Q1: 10,273 shares; 2025Q2: 10,485 shares; 2025Q3: 10,878 shares; 2025Q4: 11,390 shares; 2026Q1: 11,438 shares; 2026Q2: 11,545 shares; 2026Q3: 9,366 shares 9,366 $6.79M 0.77% -2,179 Timeline VFVA VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 41,562 shares; 2025Q4: 41,942 shares; 2026Q1: 42,269 shares; 2026Q2: 42,696 shares; 2026Q3: 43,092 shares 43,092 $6.49M 0.73% +396 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; 2024Q4: 141,581 shares; 2025Q1: 149,714 shares; 2025Q2: 173,720 shares; 2025Q3: 178,040 shares; 2025Q4: 182,749 shares; 2026Q1: 191,893 shares; 2026Q2: 192,079 shares; 2026Q3: 192,080 shares 192,080 $6.4M 0.72% +1 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; 2024Q4: 65,834 shares; 2025Q1: 65,806 shares; 2025Q2: 69,088 shares; 2025Q3: 71,229 shares; 2025Q4: 70,442 shares; 2026Q1: 71,225 shares; 2026Q2: 69,791 shares; 2026Q3: 68,671 shares 68,671 $6.16M 0.69% -1,120 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; 2024Q4: 34,951 shares; 2025Q1: 37,182 shares; 2025Q2: 44,052 shares; 2025Q3: 49,148 shares; 2025Q4: 51,349 shares; 2026Q1: 53,773 shares; 2026Q2: 57,744 shares; 2026Q3: 60,455 shares 60,455 $6.08M 0.69% +2,711 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 53,858 shares; 2026Q2: 95,469 shares; 2026Q3: 115,077 shares 115,077 $5.97M 0.67% +19,608 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,989 shares; 2025Q1: 5,939 shares; 2025Q2: 5,990 shares; 2025Q3: 6,090 shares; 2025Q4: 6,116 shares; 2026Q1: 6,172 shares; 2026Q2: 6,139 shares; 2026Q3: 6,114 shares 6,114 $5.57M 0.63% -25 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 36,472 shares; 2025Q1: 39,066 shares; 2025Q2: 38,517 shares; 2025Q3: 64,744 shares; 2025Q4: 63,872 shares; 2026Q1: 63,863 shares; 2026Q2: 66,691 shares; 2026Q3: 66,575 shares 66,575 $5.37M 0.61% -116 Timeline JPSE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 383,263 shares; 2025Q1: 449,072 shares; 2025Q2: 90,974 shares; 2025Q3: 95,367 shares; 2025Q4: 95,287 shares; 2026Q1: 90,927 shares; 2026Q2: 91,151 shares; 2026Q3: 92,167 shares 92,167 $5.19M 0.59% +1,016 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; 2024Q4: 4,559 shares; 2025Q1: 4,677 shares; 2025Q2: 4,718 shares; 2025Q3: 4,735 shares; 2025Q4: 4,742 shares; 2026Q1: 4,862 shares; 2026Q2: 4,854 shares; 2026Q3: 19,292 shares 19,292 $5.11M 0.58% +14,438 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 30,995 shares; 2025Q1: 30,086 shares; 2025Q2: 39,145 shares; 2025Q3: 39,427 shares; 2025Q4: 38,238 shares; 2026Q1: 36,455 shares; 2026Q2: 34,819 shares; 2026Q3: 34,557 shares 34,557 $5.01M 0.57% -262 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,916 shares; 2025Q1: 11,802 shares; 2025Q2: 104,075 shares; 2025Q3: 25,018 shares; 2025Q4: 25,287 shares; 2026Q1: 29,158 shares; 2026Q2: 162,111 shares; 2026Q3: 172,201 shares 172,201 $4.81M 0.54% +10,090 Timeline COLB COLUMBIA BKG SYS INC More: the full row for COLUMBIA BKG SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 117,947 shares; 2025Q1: 122,099 shares; 2025Q2: 125,936 shares; 2025Q3: 134,624 shares; 2025Q4: 140,432 shares; 2026Q1: 142,295 shares; 2026Q2: 153,275 shares; 2026Q3: 156,878 shares 156,878 $4.49M 0.51% +3,603 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 19,301 shares; 2025Q1: 20,320 shares; 2025Q2: 21,367 shares; 2025Q3: 21,228 shares; 2025Q4: 21,496 shares; 2026Q1: 21,691 shares; 2026Q2: 22,963 shares; 2026Q3: 23,778 shares 23,778 $4.45M 0.5% +815 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,052 shares; 2025Q1: 15,511 shares; 2025Q2: 15,684 shares; 2025Q3: 15,587 shares; 2025Q4: 15,663 shares; 2026Q1: 11,531 shares; 2026Q2: 12,062 shares; 2026Q3: 12,158 shares 12,158 $4.37M 0.49% +96 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 16,893 shares; 2025Q1: 13,826 shares; 2025Q2: 13,166 shares; 2025Q3: 13,476 shares; 2025Q4: 12,940 shares; 2026Q1: 13,120 shares; 2026Q2: 12,366 shares; 2026Q3: 12,409 shares 12,409 $4.36M 0.49% +43 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,017 shares; 2025Q1: 2,781 shares; 2025Q2: 69,514 shares; 2025Q3: 45,734 shares; 2025Q4: 45,725 shares; 2026Q1: 42,381 shares; 2026Q2: 46,752 shares; 2026Q3: 45,581 shares 45,581 $4.07M 0.46% -1,171 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,219 shares; 2025Q1: 11,889 shares; 2025Q2: 11,793 shares; 2025Q3: 11,509 shares; 2025Q4: 11,845 shares; 2026Q1: 11,963 shares; 2026Q2: 12,180 shares; 2026Q3: 12,274 shares 12,274 $4.06M 0.46% +94 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,822 shares; 2025Q4: 39,784 shares; 2026Q1: 57,278 shares; 2026Q2: 68,572 shares; 2026Q3: 143,584 shares 143,584 $3.65M 0.41% +75,012 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,128 shares; 2025Q1: 10,412 shares; 2025Q2: 10,592 shares; 2025Q3: 10,413 shares; 2025Q4: 10,899 shares; 2026Q1: 10,227 shares; 2026Q2: 9,108 shares; 2026Q3: 9,075 shares 9,075 $3.61M 0.41% -33 Timeline MLPA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 21,933 shares; 2025Q1: 130,429 shares; 2025Q2: 117,535 shares; 2025Q3: 49,696 shares; 2025Q4: 56,649 shares; 2026Q1: 57,045 shares; 2026Q2: 64,160 shares; 2026Q3: 66,108 shares 66,108 $3.52M 0.4% +1,948 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,828 shares; 2025Q1: 9,323 shares; 2025Q2: 9,520 shares; 2025Q3: 10,969 shares; 2025Q4: 10,886 shares; 2026Q1: 10,880 shares; 2026Q2: 42,617 shares; 2026Q3: 43,313 shares 43,313 $3.4M 0.38% +696 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,160 shares; 2025Q3: 2,768 shares; 2025Q4: 3,480 shares; 2026Q1: 2,489 shares; 2026Q2: 2,503 shares; 2026Q3: 3,174 shares 3,174 $3.38M 0.38% +671 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,640 shares; 2025Q1: 11,624 shares; 2025Q2: 11,872 shares; 2025Q3: 12,007 shares; 2025Q4: 12,511 shares; 2026Q1: 12,647 shares; 2026Q2: 12,836 shares; 2026Q3: 12,865 shares 12,865 $3.37M 0.38% +29 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; 2024Q4: 35,867 shares; 2025Q1: 51,469 shares; 2025Q2: 51,430 shares; 2025Q3: 50,687 shares; 2025Q4: 55,528 shares; 2026Q1: 57,626 shares; 2026Q2: 62,298 shares; 2026Q3: 72,661 shares 72,661 $3.25M 0.37% +10,363 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 733 shares; 2025Q1: 734 shares; 2025Q2: 734 shares; 2025Q3: 2,408 shares; 2025Q4: 3,214 shares; 2026Q1: 3,750 shares; 2026Q2: 3,827 shares; 2026Q3: 4,323 shares 4,323 $3.03M 0.34% +496 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 28,017 shares; 2025Q1: 27,366 shares; 2025Q2: 9,618 shares; 2025Q3: 9,114 shares; 2025Q4: 9,076 shares; 2026Q1: 8,808 shares; 2026Q2: 8,157 shares; 2026Q3: 8,147 shares 8,147 $2.75M 0.31% -10 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,644 shares; 2025Q1: 4,557 shares; 2025Q2: 90,848 shares; 2025Q3: 102,407 shares; 2025Q4: 131,716 shares; 2026Q1: 149,876 shares; 2026Q2: 52,071 shares; 2026Q3: 53,512 shares 53,512 $2.72M 0.31% +1,441 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 50,697 shares; 2025Q1: 50,108 shares; 2025Q2: 13,355 shares; 2025Q3: 12,187 shares; 2025Q4: 12,125 shares; 2026Q1: 11,924 shares; 2026Q2: 11,516 shares; 2026Q3: 11,487 shares 11,487 $2.65M 0.3% -29 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,960 shares; 2025Q1: 5,754 shares; 2025Q2: 5,787 shares; 2025Q3: 8,230 shares; 2025Q4: 8,093 shares; 2026Q1: 7,844 shares; 2026Q2: 7,546 shares; 2026Q3: 7,547 shares 7,547 $2.57M 0.29% +1 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,337 shares; 2025Q1: 1,840 shares; 2025Q2: 1,958 shares; 2025Q3: 1,991 shares; 2025Q4: 2,325 shares; 2026Q1: 2,451 shares; 2026Q2: 3,788 shares; 2026Q3: 3,849 shares 3,849 $2.47M 0.28% +61 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,961 shares; 2025Q1: 17,241 shares; 2025Q2: 16,659 shares; 2025Q3: 34,988 shares; 2025Q4: 49,968 shares; 2026Q1: 72,282 shares; 2026Q2: 76,087 shares; 2026Q3: 51,840 shares 51,840 $2.47M 0.28% -24,247 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,935 shares; 2025Q1: 9,330 shares; 2025Q2: 8,320 shares; 2025Q3: 8,444 shares; 2025Q4: 8,622 shares; 2026Q1: 9,017 shares; 2026Q2: 9,097 shares; 2026Q3: 9,261 shares 9,261 $2.36M 0.27% +164 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 45,418 shares; 2025Q1: 57,744 shares; 2025Q2: 59,293 shares; 2025Q3: 60,953 shares; 2025Q4: 60,167 shares; 2026Q1: 60,694 shares; 2026Q2: 59,560 shares; 2026Q3: 59,321 shares 59,321 $2.29M 0.26% -239 Timeline GSEW GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,798 shares; 2025Q1: 12,468 shares; 2025Q2: 14,491 shares; 2025Q3: 16,015 shares; 2025Q4: 19,569 shares; 2026Q1: 19,438 shares; 2026Q2: 20,750 shares; 2026Q3: 24,543 shares 24,543 $2.28M 0.26% +3,793 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 16,311 shares; 2025Q1: 10,557 shares; 2025Q2: 9,869 shares; 2025Q3: 10,041 shares; 2025Q4: 9,879 shares; 2026Q1: 10,487 shares; 2026Q2: 10,790 shares; 2026Q3: 10,957 shares 10,957 $2.24M 0.25% +167 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 20,886 shares; 2025Q1: 22,826 shares; 2025Q2: 23,647 shares; 2025Q3: 24,598 shares; 2025Q4: 19,781 shares; 2026Q1: 19,901 shares; 2026Q2: 24,944 shares; 2026Q3: 68,499 shares 68,499 $2.23M 0.25% +43,555 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; 2024Q4: 44,722 shares; 2025Q1: 51,107 shares; 2025Q2: 54,387 shares; 2025Q3: 55,680 shares; 2025Q4: 60,005 shares; 2026Q1: 54,869 shares; 2026Q2: 55,530 shares; 2026Q3: 61,064 shares 61,064 $2.19M 0.25% +5,534 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,540 shares; 2025Q1: 11,471 shares; 2025Q2: 9,819 shares; 2025Q3: 10,566 shares; 2025Q4: 10,987 shares; 2026Q1: 11,421 shares; 2026Q2: 8,445 shares; 2026Q3: 7,946 shares 7,946 $2.02M 0.23% -499 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,342 shares; 2025Q1: 2,731 shares; 2025Q2: 2,952 shares; 2025Q3: 3,033 shares; 2025Q4: 2,964 shares; 2026Q1: 5,960 shares; 2026Q2: 7,114 shares; 2026Q3: 7,164 shares 7,164 $1.9M 0.21% +50 Timeline JIVE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,966 shares; 2026Q1: 11,947 shares; 2026Q2: 13,581 shares; 2026Q3: 18,860 shares 18,860 $1.8M 0.2% +5,279 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 111,887 shares; 2025Q1: 110,702 shares; 2025Q2: 110,357 shares; 2025Q3: 109,082 shares; 2025Q4: 109,483 shares; 2026Q1: 110,792 shares; 2026Q2: 113,162 shares; 2026Q3: 113,257 shares 113,257 $1.78M 0.2% +95 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,880 shares; 2025Q1: 2,894 shares; 2025Q2: 2,881 shares; 2025Q3: 10,187 shares; 2025Q4: 12,642 shares; 2026Q1: 14,805 shares; 2026Q2: 15,983 shares; 2026Q3: 18,160 shares 18,160 $1.76M 0.2% +2,177 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 16,722 shares; 2025Q1: 18,537 shares; 2025Q2: 21,457 shares; 2025Q3: 22,525 shares; 2025Q4: 23,269 shares; 2026Q1: 23,819 shares; 2026Q2: 24,027 shares; 2026Q3: 24,221 shares 24,221 $1.71M 0.19% +194 Timeline JMEE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 4,400 shares; 2025Q2: 5,133 shares; 2025Q3: 202,383 shares; 2025Q4: 213,965 shares; 2026Q1: 20,281 shares; 2026Q2: 19,863 shares; 2026Q3: 20,814 shares 20,814 $1.53M 0.17% +951 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 316 shares; 2025Q3: 355 shares; 2025Q4: 379 shares; 2026Q1: 395 shares; 2026Q2: 443 shares; 2026Q3: 843 shares 843 $1.53M 0.17% +400 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 25,625 shares; 2026Q3: 33,351 shares 33,351 $1.52M 0.17% +7,726 Timeline VTES VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 14,326 shares 14,326 $1.41M 0.16% 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; 2024Q4: 3,364 shares; 2025Q1: 3,645 shares; 2025Q2: 3,662 shares; 2025Q3: 3,582 shares; 2025Q4: 3,598 shares; 2026Q1: 3,562 shares; 2026Q2: 3,549 shares; 2026Q3: 3,549 shares 3,549 $1.4M 0.16% 0 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 8,574 shares 8,574 $1.4M 0.16% new 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; 2024Q4: 56,301 shares; 2025Q1: 59,965 shares; 2025Q2: 59,056 shares; 2025Q3: 15,351 shares; 2025Q4: 27,810 shares; 2026Q1: 26,412 shares; 2026Q2: 22,710 shares; 2026Q3: 22,463 shares 22,463 $1.38M 0.16% -247 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 391 shares; 2025Q1: 419 shares; 2025Q2: 512 shares; 2025Q3: 493 shares; 2025Q4: 532 shares; 2026Q1: 521 shares; 2026Q2: 1,082 shares; 2026Q3: 1,180 shares 1,180 $1.37M 0.15% +98 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28,539 shares; 2025Q3: 35,773 shares; 2025Q4: 35,926 shares; 2026Q1: 34,409 shares; 2026Q2: 20,775 shares; 2026Q3: 28,849 shares 28,849 $1.35M 0.15% +8,074 Timeline DCTH DELCATH SYS INC More: the full row for DELCATH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 70,000 shares; 2025Q2: 76,000 shares; 2025Q3: 85,500 shares; 2025Q4: 90,500 shares; 2026Q1: 93,000 shares; 2026Q2: 93,000 shares; 2026Q3: 83,500 shares 83,500 $1.33M 0.15% -9,500 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,333 shares; 2025Q1: 2,336 shares; 2025Q2: 1,909 shares; 2025Q3: 2,947 shares; 2025Q4: 3,850 shares; 2026Q1: 4,326 shares; 2026Q2: 4,838 shares; 2026Q3: 5,503 shares 5,503 $1.27M 0.14% +665 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,972 shares; 2025Q1: 11,327 shares; 2025Q2: 9,975 shares; 2025Q3: 9,332 shares; 2025Q4: 9,205 shares; 2026Q1: 8,527 shares; 2026Q2: 7,382 shares; 2026Q3: 6,864 shares 6,864 $1.26M 0.14% -518 Timeline NXP NUVEEN SELECT TAX-FREE INCOM More: the full row for NUVEEN SELECT TAX-FREE INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 26,756 shares; 2025Q1: 35,601 shares; 2025Q2: 43,029 shares; 2025Q3: 41,212 shares; 2025Q4: 41,575 shares; 2026Q1: 102,794 shares; 2026Q2: 100,310 shares; 2026Q3: 93,555 shares 93,555 $1.26M 0.14% -6,755 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,291 shares; 2025Q1: 5,316 shares; 2025Q2: 5,340 shares; 2025Q3: 5,365 shares; 2025Q4: 5,390 shares; 2026Q1: 5,414 shares; 2026Q2: 5,437 shares; 2026Q3: 5,443 shares 5,443 $1.2M 0.14% +6 Timeline GSSC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 96,981 shares; 2025Q4: 106,847 shares; 2026Q1: 11,777 shares; 2026Q2: 13,585 shares; 2026Q3: 13,732 shares 13,732 $1.18M 0.13% +147 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,267 shares; 2025Q1: 1,327 shares; 2025Q2: 1,373 shares; 2025Q3: 1,377 shares; 2025Q4: 1,378 shares; 2026Q1: 1,398 shares; 2026Q2: 1,433 shares; 2026Q3: 1,437 shares 1,437 $1.16M 0.13% +4 Timeline MEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 23,353 shares 23,353 $1.16M 0.13% new Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,939 shares; 2025Q1: 1,939 shares; 2025Q2: 3,114 shares; 2025Q3: 2,699 shares; 2025Q4: 2,982 shares; 2026Q1: 2,982 shares; 2026Q2: 2,982 shares; 2026Q3: 2,979 shares 2,979 $1.13M 0.13% -3 Timeline KOF COCA-COLA FEMSA SAB DE CV More: the full row for COCA-COLA FEMSA SAB DE CV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,624 shares; 2025Q1: 8,492 shares; 2025Q2: 8,912 shares; 2025Q3: 9,343 shares; 2025Q4: 8,876 shares; 2026Q1: 8,981 shares; 2026Q2: 9,781 shares; 2026Q3: 10,111 shares 10,111 $1.09M 0.12% +330 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 766 shares; 2025Q1: 793 shares; 2025Q2: 793 shares; 2025Q3: 978 shares; 2025Q4: 1,000 shares; 2026Q1: 1,010 shares; 2026Q2: 1,164 shares; 2026Q3: 1,130 shares 1,130 $1.07M 0.12% -34 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,433 shares; 2025Q1: 1,520 shares; 2025Q2: 1,712 shares; 2025Q3: 1,896 shares; 2025Q4: 1,905 shares; 2026Q1: 1,990 shares; 2026Q2: 1,968 shares; 2026Q3: 2,092 shares 2,092 $1.07M 0.12% +124 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,285 shares; 2025Q3: 13,330 shares; 2025Q4: 13,466 shares; 2026Q1: 13,374 shares; 2026Q2: 14,219 shares; 2026Q3: 14,756 shares 14,756 $1.03M 0.12% +537 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,689 shares; 2025Q1: 7,794 shares; 2025Q2: 8,100 shares; 2025Q3: 8,175 shares; 2025Q4: 8,993 shares; 2026Q1: 9,002 shares; 2026Q2: 9,416 shares; 2026Q3: 9,806 shares 9,806 $1.02M 0.11% +390 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,873 shares; 2025Q3: 1,351 shares; 2025Q4: 1,701 shares; 2026Q1: 2,320 shares; 2026Q2: 1,666 shares; 2026Q3: 1,658 shares 1,658 $1.01M 0.11% -8 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,257 shares; 2025Q1: 2,346 shares; 2025Q2: 2,611 shares; 2025Q3: 2,932 shares; 2025Q4: 3,387 shares; 2026Q1: 3,881 shares; 2026Q2: 4,248 shares; 2026Q3: 4,788 shares 4,788 $996K 0.11% +540 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,459 shares; 2025Q1: 3,502 shares; 2025Q2: 3,564 shares; 2025Q3: 3,600 shares; 2025Q4: 3,517 shares; 2026Q1: 3,528 shares; 2026Q2: 4,628 shares; 2026Q3: 4,230 shares 4,230 $977K 0.11% -398 Timeline JPEF J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,306 shares; 2025Q1: 8,690 shares; 2025Q2: 9,292 shares; 2025Q3: 10,503 shares; 2025Q4: 10,928 shares; 2026Q1: 12,376 shares; 2026Q2: 12,162 shares; 2026Q3: 11,980 shares 11,980 $974K 0.11% -182 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,249 shares; 2025Q1: 4,306 shares; 2025Q2: 4,628 shares; 2025Q3: 5,116 shares; 2025Q4: 5,152 shares; 2026Q1: 5,433 shares; 2026Q2: 6,765 shares; 2026Q3: 6,675 shares 6,675 $970K 0.11% -90 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,600 shares; 2025Q1: 12,986 shares; 2025Q2: 12,902 shares; 2025Q3: 13,111 shares; 2025Q4: 13,314 shares; 2026Q1: 13,549 shares; 2026Q2: 13,841 shares; 2026Q3: 13,993 shares 13,993 $942K 0.11% +152 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 9,112 shares; 2025Q2: not reported; 2025Q3: 8,105 shares; 2025Q4: 8,250 shares; 2026Q1: 8,150 shares; 2026Q2: 7,946 shares; 2026Q3: 7,813 shares 7,813 $939K 0.11% -133 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,720 shares; 2025Q1: 12,557 shares; 2025Q2: 8,749 shares; 2025Q3: 7,821 shares; 2025Q4: 6,924 shares; 2026Q1: 6,903 shares; 2026Q2: 6,831 shares; 2026Q3: 6,605 shares 6,605 $899K 0.1% -226 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,423 shares; 2025Q4: 3,098 shares; 2026Q1: 6,501 shares; 2026Q2: 6,403 shares; 2026Q3: 6,706 shares 6,706 $897K 0.1% +303 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 31,286 shares; 2026Q1: 19,115 shares; 2026Q2: 16,805 shares; 2026Q3: 16,659 shares 16,659 $877K 0.1% -146 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 343 shares; 2026Q2: 508 shares; 2026Q3: 500 shares 500 $870K 0.1% -8 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,971 shares; 2025Q1: 13,925 shares; 2025Q2: 13,813 shares; 2025Q3: 12,962 shares; 2025Q4: 12,891 shares; 2026Q1: 12,672 shares; 2026Q2: 12,370 shares; 2026Q3: 11,899 shares 11,899 $856K 0.1% -471 Timeline FNDE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,989 shares; 2026Q1: 13,564 shares; 2026Q2: 17,690 shares; 2026Q3: 20,083 shares 20,083 $841K 0.09% +2,393 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,878 shares; 2025Q4: 5,919 shares; 2026Q1: 6,068 shares; 2026Q2: 9,297 shares; 2026Q3: 13,771 shares 13,771 $836K 0.09% +4,474 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,484 shares; 2025Q1: 1,360 shares; 2025Q2: 1,354 shares; 2025Q3: 1,590 shares; 2025Q4: 1,496 shares; 2026Q1: 1,384 shares; 2026Q2: 7,374 shares; 2026Q3: 9,275 shares 9,275 $836K 0.09% +1,901 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,626 shares; 2025Q1: 2,545 shares; 2025Q2: 2,538 shares; 2025Q3: 2,154 shares; 2025Q4: 2,181 shares; 2026Q1: 2,222 shares; 2026Q2: 2,329 shares; 2026Q3: 2,335 shares 2,335 $828K 0.09% +6 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,590 shares; 2025Q1: 8,610 shares; 2025Q2: 8,636 shares; 2025Q3: 8,570 shares; 2025Q4: 8,593 shares; 2026Q1: 8,509 shares; 2026Q2: 8,527 shares; 2026Q3: 8,493 shares 8,493 $826K 0.09% -34 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 35,465 shares; 2025Q1: 38,192 shares; 2025Q2: 45,843 shares; 2025Q3: 43,749 shares; 2025Q4: 34,220 shares; 2026Q1: 34,494 shares; 2026Q2: 32,831 shares; 2026Q3: 7,973 shares 7,973 $806K 0.09% -24,858 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 27,102 shares; 2025Q1: 23,825 shares; 2025Q2: 17,995 shares; 2025Q3: 16,945 shares; 2025Q4: 16,774 shares; 2026Q1: 14,867 shares; 2026Q2: 13,946 shares; 2026Q3: 13,813 shares 13,813 $798K 0.09% -133 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,594 shares; 2025Q1: 5,568 shares; 2025Q2: 5,962 shares; 2025Q3: 5,362 shares; 2025Q4: 5,334 shares; 2026Q1: 5,333 shares; 2026Q2: 6,329 shares; 2026Q3: 6,277 shares 6,277 $795K 0.09% -52 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,924 shares; 2025Q1: 7,949 shares; 2025Q2: 7,273 shares; 2025Q3: 7,377 shares; 2025Q4: 7,302 shares; 2026Q1: 7,194 shares; 2026Q2: 7,201 shares; 2026Q3: 7,209 shares 7,209 $776K 0.09% +8 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 347 shares; 2025Q1: 941 shares; 2025Q2: 2,061 shares; 2025Q3: 2,088 shares; 2025Q4: 20,414 shares; 2026Q1: 10,769 shares; 2026Q2: 10,483 shares; 2026Q3: 11,069 shares 11,069 $770K 0.09% +586 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,311 shares; 2025Q1: 1,775 shares; 2025Q2: 1,805 shares; 2025Q3: 1,833 shares; 2025Q4: 1,503 shares; 2026Q1: 1,498 shares; 2026Q2: 1,493 shares; 2026Q3: 1,486 shares 1,486 $760K 0.09% -7 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,583 shares; 2025Q1: 6,812 shares; 2025Q2: 8,383 shares; 2025Q3: 8,513 shares; 2025Q4: 8,014 shares; 2026Q1: 7,983 shares; 2026Q2: 7,936 shares; 2026Q3: 7,922 shares 7,922 $744K 0.08% -14 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,329 shares; 2025Q1: 1,371 shares; 2025Q2: 1,372 shares; 2025Q3: 2,109 shares; 2025Q4: 2,243 shares; 2026Q1: 2,240 shares; 2026Q2: 2,370 shares; 2026Q3: 2,370 shares 2,370 $740K 0.08% 0 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 21,666 shares; 2025Q1: 22,305 shares; 2025Q2: 22,546 shares; 2025Q3: 29,266 shares; 2025Q4: 29,473 shares; 2026Q1: 30,344 shares; 2026Q2: 30,141 shares; 2026Q3: 29,313 shares 29,313 $715K 0.08% -828 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27,697 shares; 2025Q3: 26,044 shares; 2025Q4: 28,652 shares; 2026Q1: 22,497 shares; 2026Q2: 22,826 shares; 2026Q3: 8,873 shares 8,873 $693K 0.08% -13,953 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,341 shares; 2025Q1: 3,506 shares; 2025Q2: 3,844 shares; 2025Q3: 3,736 shares; 2025Q4: 3,916 shares; 2026Q1: 4,372 shares; 2026Q2: 4,622 shares; 2026Q3: 4,756 shares 4,756 $691K 0.08% +134 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,942 shares; 2025Q1: 3,005 shares; 2025Q2: 2,926 shares; 2025Q3: 3,311 shares; 2025Q4: 3,372 shares; 2026Q1: 3,561 shares; 2026Q2: 3,584 shares; 2026Q3: 3,604 shares 3,604 $688K 0.08% +20 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,579 shares; 2025Q1: 4,798 shares; 2025Q2: 4,833 shares; 2025Q3: 8,039 shares; 2025Q4: 8,125 shares; 2026Q1: 8,257 shares; 2026Q2: 8,278 shares; 2026Q3: 8,199 shares 8,199 $680K 0.08% -79 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,231 shares; 2025Q1: 6,889 shares; 2025Q2: 7,210 shares; 2025Q3: 7,673 shares; 2025Q4: 7,436 shares; 2026Q1: 7,518 shares; 2026Q2: 7,290 shares; 2026Q3: 7,845 shares 7,845 $675K 0.08% +555 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; 2024Q4: 8,261 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,825 shares; 2025Q4: 5,161 shares; 2026Q1: 5,162 shares; 2026Q2: 7,714 shares; 2026Q3: 10,943 shares 10,943 $670K 0.08% +3,229 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,260 shares; 2025Q1: 1,261 shares; 2025Q2: 1,271 shares; 2025Q3: 1,274 shares; 2025Q4: 1,324 shares; 2026Q1: 1,329 shares; 2026Q2: 1,406 shares; 2026Q3: 1,406 shares 1,406 $604K 0.07% 0 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,465 shares; 2025Q1: 2,500 shares; 2025Q2: 2,836 shares; 2025Q3: 2,956 shares; 2025Q4: 2,977 shares; 2026Q1: 3,057 shares; 2026Q2: 2,941 shares; 2026Q3: 2,700 shares 2,700 $594K 0.07% -241 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 906 shares; 2025Q1: 1,417 shares; 2025Q2: 1,919 shares; 2025Q3: 2,033 shares; 2025Q4: 2,069 shares; 2026Q1: 1,996 shares; 2026Q2: 1,996 shares; 2026Q3: 1,972 shares 1,972 $582K 0.07% -24 Timeline FPEI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 11,564 shares; 2025Q2: 14,760 shares; 2025Q3: 15,338 shares; 2025Q4: 16,090 shares; 2026Q1: 19,804 shares; 2026Q2: 25,778 shares; 2026Q3: 30,928 shares 30,928 $570K 0.06% +5,150 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,199 shares; 2025Q1: 8,949 shares; 2025Q2: 8,747 shares; 2025Q3: 8,519 shares; 2025Q4: 8,798 shares; 2026Q1: 8,992 shares; 2026Q2: 8,265 shares; 2026Q3: 7,623 shares 7,623 $563K 0.06% -642 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,138 shares; 2025Q1: 1,301 shares; 2025Q2: 1,314 shares; 2025Q3: 1,154 shares; 2025Q4: 1,208 shares; 2026Q1: 1,273 shares; 2026Q2: 1,348 shares; 2026Q3: 1,351 shares 1,351 $562K 0.06% +3 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; 2024Q4: 2,864 shares; 2025Q1: 3,162 shares; 2025Q2: 3,179 shares; 2025Q3: 3,209 shares; 2025Q4: 3,224 shares; 2026Q1: 3,239 shares; 2026Q2: 3,386 shares; 2026Q3: 3,635 shares 3,635 $542K 0.06% +249 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,624 shares; 2025Q1: 1,987 shares; 2025Q2: 2,252 shares; 2025Q3: 2,287 shares; 2025Q4: 2,363 shares; 2026Q1: 2,348 shares; 2026Q2: 2,901 shares; 2026Q3: 2,899 shares 2,899 $539K 0.06% -2 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,273 shares; 2025Q1: 2,172 shares; 2025Q2: 2,380 shares; 2025Q3: 2,390 shares; 2025Q4: 2,399 shares; 2026Q1: 2,550 shares; 2026Q2: 2,416 shares; 2026Q3: 2,273 shares 2,273 $538K 0.06% -143 Timeline VIRT VIRTU FINL INC More: the full row for VIRTU FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,713 shares; 2025Q4: 9,138 shares; 2026Q1: 9,365 shares; 2026Q2: 9,500 shares; 2026Q3: 9,505 shares 9,505 $524K 0.06% +5 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 554 shares; 2025Q4: 643 shares; 2026Q1: 685 shares; 2026Q2: 738 shares; 2026Q3: 775 shares 775 $523K 0.06% +37 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 260 shares; 2025Q3: 262 shares; 2025Q4: 263 shares; 2026Q1: 263 shares; 2026Q2: 2,598 shares; 2026Q3: 2,656 shares 2,656 $518K 0.06% +58 Timeline NUV NUVEEN MUN VALUE FD INC More: the full row for NUVEEN MUN VALUE FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 14,802 shares; 2025Q2: 22,332 shares; 2025Q3: 28,052 shares; 2025Q4: 36,720 shares; 2026Q1: 50,170 shares; 2026Q2: 55,779 shares; 2026Q3: 62,063 shares 62,063 $515K 0.06% +6,284 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,141 shares; 2026Q1: 3,270 shares; 2026Q2: 3,288 shares; 2026Q3: 5,883 shares 5,883 $500K 0.06% +2,595 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,918 shares; 2025Q1: 1,927 shares; 2025Q2: 1,835 shares; 2025Q3: 1,892 shares; 2025Q4: 2,131 shares; 2026Q1: 2,138 shares; 2026Q2: 2,144 shares; 2026Q3: 2,151 shares 2,151 $495K 0.06% +7 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 3,248 shares 3,248 $490K 0.06% new Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,577 shares; 2025Q1: 6,988 shares; 2025Q2: 7,220 shares; 2025Q3: 7,353 shares; 2025Q4: 6,010 shares; 2026Q1: 5,716 shares; 2026Q2: 4,786 shares; 2026Q3: 4,037 shares 4,037 $475K 0.05% -749 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 121,502 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,230 shares; 2026Q1: 3,451 shares; 2026Q2: 3,680 shares; 2026Q3: 4,717 shares 4,717 $467K 0.05% +1,037 Timeline DINO HF SINCLAIR CORP More: the full row for HF SINCLAIR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,560 shares; 2025Q1: 6,526 shares; 2025Q2: 5,291 shares; 2025Q3: 4,271 shares; 2025Q4: not reported; 2026Q1: 4,303 shares; 2026Q2: 4,315 shares; 2026Q3: 4,324 shares 4,324 $464K 0.05% +9 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,927 shares; 2025Q1: 3,942 shares; 2025Q2: 3,982 shares; 2025Q3: 4,696 shares; 2025Q4: 5,956 shares; 2026Q1: 5,990 shares; 2026Q2: 6,399 shares; 2026Q3: 6,362 shares 6,362 $464K 0.05% -37 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,148 shares; 2025Q1: 1,135 shares; 2025Q2: 1,169 shares; 2025Q3: 1,469 shares; 2025Q4: 2,341 shares; 2026Q1: 2,370 shares; 2026Q2: 2,323 shares; 2026Q3: 2,326 shares 2,326 $455K 0.05% +3 Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 10,499 shares 10,499 $448K 0.05% new Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,404 shares; 2025Q4: 1,404 shares; 2026Q1: 1,404 shares; 2026Q2: 1,404 shares; 2026Q3: 1,404 shares 1,404 $447K 0.05% 0 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares; 2026Q3: 1,000 shares 1,000 $432K 0.05% 0 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,333 shares; 2025Q1: 6,076 shares; 2025Q2: 8,763 shares; 2025Q3: 7,853 shares; 2025Q4: 7,904 shares; 2026Q1: 7,929 shares; 2026Q2: 7,496 shares; 2026Q3: 8,326 shares 8,326 $427K 0.05% +830 Timeline VNLA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,127 shares; 2025Q1: 11,239 shares; 2025Q2: 9,295 shares; 2025Q3: 10,701 shares; 2025Q4: 10,136 shares; 2026Q1: 9,624 shares; 2026Q2: 9,360 shares; 2026Q3: 8,573 shares 8,573 $416K 0.05% -787 Timeline DHS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,542 shares; 2025Q1: 3,563 shares; 2025Q2: 3,697 shares; 2025Q3: 3,726 shares; 2025Q4: 3,810 shares; 2026Q1: 3,834 shares; 2026Q2: 3,897 shares; 2026Q3: 3,714 shares 3,714 $416K 0.05% -183 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,420 shares; 2025Q4: 3,742 shares; 2026Q1: 3,916 shares; 2026Q2: 3,932 shares; 2026Q3: 5,510 shares 5,510 $415K 0.05% +1,578 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; 2024Q4: 4,812 shares; 2025Q1: 4,841 shares; 2025Q2: 4,859 shares; 2025Q3: 4,785 shares; 2025Q4: 5,586 shares; 2026Q1: 5,814 shares; 2026Q2: 5,805 shares; 2026Q3: 5,790 shares 5,790 $406K 0.05% -15 Timeline BAM BROOKFIELD ASSET MANAGMT LTD More: the full row for BROOKFIELD ASSET MANAGMT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,197 shares; 2025Q1: 14,197 shares; 2025Q2: 14,197 shares; 2025Q3: 14,197 shares; 2025Q4: 9,004 shares; 2026Q1: 8,997 shares; 2026Q2: 9,004 shares; 2026Q3: 9,005 shares 9,005 $401K 0.05% +1 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,062 shares; 2026Q3: 712 shares 712 $383K 0.04% -350 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,575 shares; 2025Q1: 1,725 shares; 2025Q2: 1,726 shares; 2025Q3: 1,731 shares; 2025Q4: 1,579 shares; 2026Q1: 1,481 shares; 2026Q2: 1,480 shares; 2026Q3: 1,480 shares 1,480 $382K 0.04% 0 Timeline SHYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 22,707 shares; 2025Q2: 47,486 shares; 2025Q3: 49,894 shares; 2025Q4: 61,030 shares; 2026Q1: 19,164 shares; 2026Q2: 19,310 shares; 2026Q3: 17,413 shares 17,413 $382K 0.04% -1,897 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 993 shares; 2025Q1: 965 shares; 2025Q2: 788 shares; 2025Q3: 899 shares; 2025Q4: 842 shares; 2026Q1: 846 shares; 2026Q2: 890 shares; 2026Q3: 894 shares 894 $377K 0.04% +4 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,914 shares; 2025Q1: 8,716 shares; 2025Q2: 8,143 shares; 2025Q3: 8,635 shares; 2025Q4: 8,788 shares; 2026Q1: 8,260 shares; 2026Q2: 8,132 shares; 2026Q3: 8,191 shares 8,191 $376K 0.04% +59 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 732 shares; 2026Q3: 733 shares 733 $373K 0.04% +1 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 360 shares; 2026Q3: 436 shares 436 $373K 0.04% +76 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 680 shares; 2026Q2: 812 shares; 2026Q3: 812 shares 812 $370K 0.04% 0 Timeline QBTS D-WAVE QUANTUM INC More: the full row for D-WAVE QUANTUM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,276 shares; 2025Q4: 16,476 shares; 2026Q1: 17,766 shares; 2026Q2: 20,326 shares; 2026Q3: 22,216 shares 22,216 $368K 0.04% +1,890 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 805 shares; 2025Q2: 805 shares; 2025Q3: 807 shares; 2025Q4: 810 shares; 2026Q1: 807 shares; 2026Q2: 807 shares; 2026Q3: 807 shares 807 $365K 0.04% 0 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,817 shares; 2026Q3: 3,779 shares 3,779 $359K 0.04% -38 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,288 shares; 2025Q4: 3,948 shares; 2026Q1: 4,810 shares; 2026Q2: 5,321 shares; 2026Q3: 4,053 shares 4,053 $353K 0.04% -1,268 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 778 shares; 2025Q1: 783 shares; 2025Q2: 787 shares; 2025Q3: 984 shares; 2025Q4: 986 shares; 2026Q1: 987 shares; 2026Q2: 1,153 shares; 2026Q3: 1,155 shares 1,155 $351K 0.04% +2 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,739 shares; 2026Q3: 3,692 shares 3,692 $351K 0.04% +953 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 301 shares; 2025Q3: 304 shares; 2025Q4: 1,304 shares; 2026Q1: 399 shares; 2026Q2: 383 shares; 2026Q3: 383 shares 383 $344K 0.04% 0 Timeline CRCL CIRCLE INTERNET GROUP INC More: the full row for CIRCLE INTERNET GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,884 shares; 2025Q4: 3,455 shares; 2026Q1: 5,357 shares; 2026Q2: 5,973 shares; 2026Q3: 4,111 shares 4,111 $338K 0.04% -1,862 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 355 shares; 2026Q3: 355 shares 355 $327K 0.04% 0 Timeline EIPI 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; 2024Q4: 13,532 shares; 2025Q1: 13,786 shares; 2025Q2: 14,055 shares; 2025Q3: 14,322 shares; 2025Q4: 14,593 shares; 2026Q1: 14,845 shares; 2026Q2: 15,097 shares; 2026Q3: 15,355 shares 15,355 $327K 0.04% +258 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,445 shares; 2025Q1: 7,483 shares; 2025Q2: 7,621 shares; 2025Q3: 7,752 shares; 2025Q4: 7,933 shares; 2026Q1: 7,398 shares; 2026Q2: 9,557 shares; 2026Q3: 7,757 shares 7,757 $320K 0.04% -1,800 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,945 shares; 2025Q1: 1,949 shares; 2025Q2: 1,582 shares; 2025Q3: 1,641 shares; 2025Q4: 1,447 shares; 2026Q1: 1,520 shares; 2026Q2: 1,549 shares; 2026Q3: 1,560 shares 1,560 $318K 0.04% +11 Timeline FG F&G ANNUITIES & LIFE INC More: the full row for F&G ANNUITIES & LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 20,319 shares; 2025Q1: 20,305 shares; 2025Q2: 21,324 shares; 2025Q3: 19,164 shares; 2025Q4: 20,671 shares; 2026Q1: 19,638 shares; 2026Q2: 15,644 shares; 2026Q3: 14,650 shares 14,650 $318K 0.04% -994 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,934 shares; 2025Q4: 1,936 shares; 2026Q1: 1,934 shares; 2026Q2: 1,936 shares; 2026Q3: 1,911 shares 1,911 $314K 0.04% -25 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,428 shares; 2025Q1: 3,433 shares; 2025Q2: 3,133 shares; 2025Q3: 3,880 shares; 2025Q4: 3,812 shares; 2026Q1: 3,808 shares; 2026Q2: 3,888 shares; 2026Q3: 3,892 shares 3,892 $312K 0.04% +4 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,237 shares; 2025Q1: 2,230 shares; 2025Q2: 2,127 shares; 2025Q3: 2,024 shares; 2025Q4: 2,027 shares; 2026Q1: 1,991 shares; 2026Q2: 1,998 shares; 2026Q3: 1,999 shares 1,999 $311K 0.04% +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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,943 shares; 2026Q3: 2,961 shares 2,961 $310K 0.03% +18 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,432 shares; 2025Q4: 1,378 shares; 2026Q1: 1,506 shares; 2026Q2: 1,558 shares; 2026Q3: 1,660 shares 1,660 $308K 0.03% +102 Timeline GSWO GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,766 shares; 2026Q1: 3,890 shares; 2026Q2: 4,198 shares; 2026Q3: 4,690 shares 4,690 $303K 0.03% +492 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,917 shares; 2025Q1: 4,936 shares; 2025Q2: 5,431 shares; 2025Q3: 5,452 shares; 2025Q4: 5,480 shares; 2026Q1: 5,499 shares; 2026Q2: 5,522 shares; 2026Q3: 5,544 shares 5,544 $299K 0.03% +22 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; 2024Q4: 5,444 shares; 2025Q1: 5,446 shares; 2025Q2: 5,037 shares; 2025Q3: 4,963 shares; 2025Q4: 4,987 shares; 2026Q1: 4,999 shares; 2026Q2: 5,001 shares; 2026Q3: 5,003 shares 5,003 $297K 0.03% +2 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 322,069 shares; 2025Q1: 231,024 shares; 2025Q2: 279,916 shares; 2025Q3: 250,780 shares; 2025Q4: 24,004 shares; 2026Q1: 12,496 shares; 2026Q2: 7,277 shares; 2026Q3: 4,694 shares 4,694 $294K 0.03% -2,583 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,536 shares; 2025Q1: 9,189 shares; 2025Q2: 9,941 shares; 2025Q3: 10,381 shares; 2025Q4: 10,833 shares; 2026Q1: 10,865 shares; 2026Q2: 9,347 shares; 2026Q3: 10,305 shares 10,305 $294K 0.03% +958 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,266 shares; 2025Q1: 3,024 shares; 2025Q2: 3,031 shares; 2025Q3: 3,045 shares; 2025Q4: 2,648 shares; 2026Q1: 2,654 shares; 2026Q2: 2,660 shares; 2026Q3: 2,667 shares 2,667 $293K 0.03% +7 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 594 shares; 2025Q1: 658 shares; 2025Q2: 1,497 shares; 2025Q3: 1,754 shares; 2025Q4: 1,825 shares; 2026Q1: 797 shares; 2026Q2: 891 shares; 2026Q3: 786 shares 786 $289K 0.03% -105 Timeline BANR BANNER CORP More: the full row for BANNER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 4,248 shares 4,248 $285K 0.03% new Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,444 shares; 2025Q1: 1,444 shares; 2025Q2: 1,444 shares; 2025Q3: 1,448 shares; 2025Q4: 1,448 shares; 2026Q1: 1,448 shares; 2026Q2: 1,448 shares; 2026Q3: 1,448 shares 1,448 $282K 0.03% 0 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,006 shares; 2025Q1: 1,006 shares; 2025Q2: 1,008 shares; 2025Q3: 1,010 shares; 2025Q4: 1,011 shares; 2026Q1: 1,012 shares; 2026Q2: 1,017 shares; 2026Q3: 1,019 shares 1,019 $280K 0.03% +2 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 4,902 shares; 2025Q2: 6,938 shares; 2025Q3: 7,853 shares; 2025Q4: 7,154 shares; 2026Q1: 7,089 shares; 2026Q2: 6,918 shares; 2026Q3: 6,890 shares 6,890 $278K 0.03% -28 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,415 shares; 2025Q1: 2,519 shares; 2025Q2: 2,588 shares; 2025Q3: 3,068 shares; 2025Q4: 3,097 shares; 2026Q1: 3,398 shares; 2026Q2: 3,319 shares; 2026Q3: 2,434 shares 2,434 $278K 0.03% -885 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,000 shares; 2025Q1: 7,307 shares; 2025Q2: 4,303 shares; 2025Q3: 4,161 shares; 2025Q4: 3,153 shares; 2026Q1: 3,001 shares; 2026Q2: 3,001 shares; 2026Q3: 3,001 shares 3,001 $275K 0.03% 0 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 47,517 shares; 2025Q1: 43,114 shares; 2025Q2: 40,239 shares; 2025Q3: 40,037 shares; 2025Q4: 38,710 shares; 2026Q1: 34,736 shares; 2026Q2: 33,065 shares; 2026Q3: 2,849 shares 2,849 $269K 0.03% -30,216 Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,324 shares; 2026Q1: 3,327 shares; 2026Q2: 3,332 shares; 2026Q3: 3,862 shares 3,862 $267K 0.03% +530 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,350 shares; 2026Q3: 1,352 shares 1,352 $263K 0.03% +2 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,152 shares; 2025Q1: 245,164 shares; 2025Q2: 24,937 shares; 2025Q3: 22,621 shares; 2025Q4: 14,284 shares; 2026Q1: 14,378 shares; 2026Q2: 10,656 shares; 2026Q3: 8,830 shares 8,830 $260K 0.03% -1,826 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,197 shares; 2025Q1: 6,367 shares; 2025Q2: 7,496 shares; 2025Q3: 2,650 shares; 2025Q4: 2,867 shares; 2026Q1: 2,439 shares; 2026Q2: 5,198 shares; 2026Q3: 4,726 shares 4,726 $256K 0.03% -472 Timeline VCRM VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,569 shares; 2026Q3: 3,561 shares 3,561 $255K 0.03% -8 Timeline INMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 11,021 shares 11,021 $252K 0.03% new Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 792 shares; 2026Q3: 792 shares 792 $251K 0.03% 0 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 2,512 shares; 2025Q2: 2,426 shares; 2025Q3: 2,427 shares; 2025Q4: 2,033 shares; 2026Q1: 2,063 shares; 2026Q2: 1,735 shares; 2026Q3: 1,751 shares 1,751 $249K 0.03% +16 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,656 shares; 2025Q4: 1,658 shares; 2026Q1: 1,659 shares; 2026Q2: 1,660 shares; 2026Q3: 1,660 shares 1,660 $243K 0.03% 0 Timeline JAVA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,522 shares; 2025Q1: 3,428 shares; 2025Q2: 3,390 shares; 2025Q3: 3,401 shares; 2025Q4: 2,983 shares; 2026Q1: 2,990 shares; 2026Q2: 3,014 shares; 2026Q3: 3,033 shares 3,033 $242K 0.03% +19 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; 2024Q4: 288,926 shares; 2025Q1: 185,364 shares; 2025Q2: 94,887 shares; 2025Q3: 5,537 shares; 2025Q4: 5,311 shares; 2026Q1: 3,911 shares; 2026Q2: 3,904 shares; 2026Q3: 3,589 shares 3,589 $240K 0.03% -315 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 705 shares 705 $239K 0.03% new Timeline SPHD INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,985 shares; 2025Q1: 4,952 shares; 2025Q2: 4,954 shares; 2025Q3: 4,956 shares; 2025Q4: 4,956 shares; 2026Q1: 4,956 shares; 2026Q2: 4,956 shares; 2026Q3: 4,956 shares 4,956 $239K 0.03% 0 Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,508 shares; 2026Q1: 4,508 shares; 2026Q2: 4,508 shares; 2026Q3: 4,508 shares 4,508 $237K 0.03% 0 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,795 shares; 2026Q2: not reported; 2026Q3: 1,805 shares 1,805 $226K 0.03% new Timeline HTFL HEARTFLOW INC More: the full row for HEARTFLOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 4,500 shares 4,500 $224K 0.03% new Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 880 shares; 2026Q3: 901 shares 901 $223K 0.03% +21 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 8,630 shares; 2025Q2: 10,630 shares; 2025Q3: 10,640 shares; 2025Q4: 13,543 shares; 2026Q1: 2,943 shares; 2026Q2: 7,547 shares; 2026Q3: 4,548 shares 4,548 $222K 0.02% -2,999 Timeline GSC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,528 shares; 2026Q3: 3,556 shares 3,556 $220K 0.02% +28 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,483 shares; 2026Q3: 1,483 shares 1,483 $220K 0.02% 0 Timeline MINO PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 5,135 shares 5,135 $219K 0.02% new Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,077 shares; 2026Q3: 2,077 shares 2,077 $214K 0.02% 0 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,470 shares; 2025Q1: 1,515 shares; 2025Q2: 1,519 shares; 2025Q3: 1,549 shares; 2025Q4: 1,525 shares; 2026Q1: 1,481 shares; 2026Q2: 1,492 shares; 2026Q3: 1,144 shares 1,144 $213K 0.02% -348 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 310 shares; 2025Q1: 311 shares; 2025Q2: 243 shares; 2025Q3: 255 shares; 2025Q4: 270 shares; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 200 shares 200 $212K 0.02% new Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,359 shares; 2025Q4: 1,560 shares; 2026Q1: 1,587 shares; 2026Q2: 1,603 shares; 2026Q3: 1,499 shares 1,499 $205K 0.02% -104 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 312 shares; 2026Q3: 312 shares 312 $205K 0.02% 0 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,734 shares; 2026Q3: 2,738 shares 2,738 $175K 0.02% -2,996 Timeline NOK NOKIA CORP More: the full row for NOKIA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 12,000 shares 12,000 $122K 0.01% new Timeline BTG B2GOLD CORP More: the full row for B2GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,000 shares; 2026Q1: 12,000 shares; 2026Q2: 12,000 shares; 2026Q3: 12,000 shares 12,000 $62.6K 0.01% 0 Timeline CRDF CARDIFF ONCOLOGY INC More: the full row for CARDIFF ONCOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,500 shares; 2026Q1: 15,000 shares; 2026Q2: 15,525 shares; 2026Q3: 15,525 shares 15,525 $18.8K <0.01% 0 Timeline