IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 71,623 shares; 2025Q1: 69,791 shares; 2025Q2: 68,786 shares; 2025Q3: 68,158 shares; 2025Q4: 66,730 shares; 2026Q1: 67,613 shares; 2026Q2: 62,122 shares; 2026Q3: 61,281 shares 61,281 $46.9M 12.48% -841 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: 60,564 shares; 2025Q1: 60,544 shares; 2025Q2: 59,959 shares; 2025Q3: 59,284 shares; 2025Q4: 59,225 shares; 2026Q1: 8,661 shares; 2026Q2: 8,561 shares; 2026Q3: 51,168 shares 51,168 $32.9M 8.74% +42,607 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: 1,138,646 shares; 2025Q1: 1,097,580 shares; 2025Q2: 792,977 shares; 2025Q3: 788,077 shares; 2025Q4: 788,940 shares; 2026Q1: 906,338 shares; 2026Q2: 828,430 shares; 2026Q3: 811,581 shares 811,581 $29.2M 7.75% -16,849 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: 65,297 shares; 2025Q1: 68,260 shares; 2025Q2: 55,459 shares; 2025Q3: 55,062 shares; 2025Q4: 55,416 shares; 2026Q1: 53,905 shares; 2026Q2: 54,067 shares; 2026Q3: 54,930 shares 54,930 $28.2M 7.49% +863 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: 348,827 shares; 2025Q1: 347,400 shares; 2025Q2: 242,217 shares; 2025Q3: 240,089 shares; 2025Q4: 238,974 shares; 2026Q1: 258,299 shares; 2026Q2: 240,778 shares; 2026Q3: 238,262 shares 238,262 $18M 4.78% -2,516 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 34,984 shares; 2025Q1: 35,185 shares; 2025Q2: 35,485 shares; 2025Q3: 35,387 shares; 2025Q4: 36,587 shares; 2026Q1: 40,713 shares; 2026Q2: 40,666 shares; 2026Q3: 40,483 shares 40,483 $14.2M 3.79% -183 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: 19,784 shares; 2025Q1: 19,368 shares; 2025Q2: 17,305 shares; 2025Q3: 16,981 shares; 2025Q4: 16,568 shares; 2026Q1: 15,749 shares; 2026Q2: 114,400 shares; 2026Q3: 111,740 shares 111,740 $14M 3.73% -2,660 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 36,032 shares; 2025Q1: 35,621 shares; 2025Q2: 22,811 shares; 2025Q3: 22,680 shares; 2025Q4: 23,087 shares; 2026Q1: 27,060 shares; 2026Q2: 133,729 shares; 2026Q3: 133,708 shares 133,708 $12.4M 3.29% -21 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: 48,795 shares; 2025Q1: 47,295 shares; 2025Q2: 33,128 shares; 2025Q3: 33,593 shares; 2025Q4: 34,259 shares; 2026Q1: 39,856 shares; 2026Q2: 150,538 shares; 2026Q3: 149,166 shares 149,166 $11.7M 3.11% -1,372 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: 30,914 shares; 2025Q1: 30,388 shares; 2025Q2: 30,061 shares; 2025Q3: 30,097 shares; 2025Q4: 60,136 shares; 2026Q1: 65,966 shares; 2026Q2: 60,223 shares; 2026Q3: 58,170 shares 58,170 $11.4M 3.03% -2,053 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: 16,487 shares; 2025Q1: 16,562 shares; 2025Q2: 16,690 shares; 2025Q3: 16,655 shares; 2025Q4: 17,058 shares; 2026Q1: 20,143 shares; 2026Q2: 119,984 shares; 2026Q3: 126,005 shares 126,005 $11.4M 3.02% +6,021 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 108,472 shares; 2025Q1: 109,285 shares; 2025Q2: 58,964 shares; 2025Q3: 59,519 shares; 2025Q4: 62,216 shares; 2026Q1: 71,058 shares; 2026Q2: 70,530 shares; 2026Q3: 69,727 shares 69,727 $11.2M 2.99% -803 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: 44,935 shares; 2025Q1: 43,977 shares; 2025Q2: 43,671 shares; 2025Q3: 44,582 shares; 2025Q4: 45,004 shares; 2026Q1: 41,738 shares; 2026Q2: 38,814 shares; 2026Q3: 37,842 shares 37,842 $10.8M 2.86% -972 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 117,575 shares; 2025Q1: 117,283 shares; 2025Q2: 115,938 shares; 2025Q3: 117,128 shares; 2025Q4: 116,412 shares; 2026Q1: 114,795 shares; 2026Q2: 108,209 shares; 2026Q3: 107,659 shares 107,659 $10.5M 2.79% -550 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: 35,473 shares; 2025Q1: 34,810 shares; 2025Q2: 33,713 shares; 2025Q3: 33,675 shares; 2025Q4: 33,137 shares; 2026Q1: 30,536 shares; 2026Q2: 28,447 shares; 2026Q3: 27,437 shares 27,437 $8.71M 2.32% -1,010 Timeline FTEC 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: 22,730 shares; 2025Q1: 23,021 shares; 2025Q2: 23,181 shares; 2025Q3: 23,475 shares; 2025Q4: 23,652 shares; 2026Q1: 27,650 shares; 2026Q2: 26,350 shares; 2026Q3: 26,194 shares 26,194 $7.86M 2.09% -156 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: 27,298 shares; 2025Q1: 26,271 shares; 2025Q2: 22,430 shares; 2025Q3: 22,131 shares; 2025Q4: 21,996 shares; 2026Q1: 21,777 shares; 2026Q2: 21,860 shares; 2026Q3: 21,919 shares 21,919 $7.3M 1.94% +59 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 49,473 shares; 2025Q1: 44,344 shares; 2025Q2: 43,974 shares; 2025Q3: 45,040 shares; 2025Q4: 44,359 shares; 2026Q1: 42,528 shares; 2026Q2: 41,876 shares; 2026Q3: 41,381 shares 41,381 $6.88M 1.83% -495 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: 61,416 shares; 2025Q1: 61,311 shares; 2025Q2: 53,223 shares; 2025Q3: 51,649 shares; 2025Q4: 50,451 shares; 2026Q1: 35,203 shares; 2026Q2: 35,106 shares; 2026Q3: 35,689 shares 35,689 $6.64M 1.77% +583 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: 18,739 shares; 2025Q1: 19,333 shares; 2025Q2: 20,151 shares; 2025Q3: 20,941 shares; 2025Q4: 21,785 shares; 2026Q1: 25,527 shares; 2026Q2: 25,390 shares; 2026Q3: 25,430 shares 25,430 $5.93M 1.58% +40 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 113,779 shares; 2025Q1: 117,037 shares; 2025Q2: 119,240 shares; 2025Q3: 120,114 shares; 2025Q4: 137,352 shares; 2026Q1: 160,520 shares; 2026Q2: 159,435 shares; 2026Q3: 155,877 shares 155,877 $5.3M 1.41% -3,558 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: 28,506 shares; 2025Q1: 28,740 shares; 2025Q2: 30,204 shares; 2025Q3: 30,257 shares; 2025Q4: 31,409 shares; 2026Q1: 36,106 shares; 2026Q2: 36,005 shares; 2026Q3: 35,955 shares 35,955 $4.89M 1.3% -50 Timeline FIXD 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: 89,323 shares; 2025Q1: 88,495 shares; 2025Q2: 92,943 shares; 2025Q3: 100,199 shares; 2025Q4: 101,225 shares; 2026Q1: 101,089 shares; 2026Q2: 89,683 shares; 2026Q3: 90,228 shares 90,228 $3.72M 0.99% +545 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: 89,181 shares; 2025Q1: 121,446 shares; 2025Q2: 87,369 shares; 2025Q3: 92,337 shares; 2025Q4: 93,233 shares; 2026Q1: 92,923 shares; 2026Q2: 81,553 shares; 2026Q3: 81,919 shares 81,919 $3.67M 0.98% +366 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,793 shares; 2025Q3: 19,144 shares; 2025Q4: 29,712 shares; 2026Q1: 30,580 shares; 2026Q2: 70,710 shares; 2026Q3: 66,382 shares 66,382 $3.53M 0.94% -4,328 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: 3,756 shares; 2025Q1: 3,427 shares; 2025Q2: 3,567 shares; 2025Q3: 3,568 shares; 2025Q4: 3,568 shares; 2026Q1: 3,602 shares; 2026Q2: 3,612 shares; 2026Q3: 3,605 shares 3,605 $3.28M 0.87% -7 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: 6,239 shares; 2025Q1: 6,155 shares; 2025Q2: 1,155 shares; 2025Q3: 15,986 shares; 2025Q4: 15,986 shares; 2026Q1: 15,986 shares; 2026Q2: 19,416 shares; 2026Q3: 11,916 shares 11,916 $3.12M 0.83% -7,500 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 203,277 shares; 2025Q1: 228,727 shares; 2025Q2: 220,722 shares; 2025Q3: 178,039 shares; 2025Q4: 179,441 shares; 2026Q1: 169,086 shares; 2026Q2: 131,819 shares; 2026Q3: 116,651 shares 116,651 $3.03M 0.8% -15,168 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: 4,844 shares; 2025Q1: 3,610 shares; 2025Q2: 4,687 shares; 2025Q3: 4,722 shares; 2025Q4: 3,805 shares; 2026Q1: 3,565 shares; 2026Q2: 4,094 shares; 2026Q3: 3,783 shares 3,783 $2.8M 0.74% -311 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: 5,472 shares; 2025Q1: 5,069 shares; 2025Q2: 4,905 shares; 2025Q3: 4,491 shares; 2025Q4: 4,491 shares; 2026Q1: 3,938 shares; 2026Q2: 6,490 shares; 2026Q3: 6,481 shares 6,481 $2.43M 0.64% -9 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,727 shares; 2025Q1: 15,602 shares; 2025Q2: 15,602 shares; 2025Q3: 15,602 shares; 2025Q4: 16,023 shares; 2026Q1: 16,023 shares; 2026Q2: 16,023 shares; 2026Q3: 16,010 shares 16,010 $2.2M 0.58% -13 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: 9,806 shares 9,806 $1.48M 0.39% 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; 2024Q4: 4,178 shares; 2025Q1: 3,605 shares; 2025Q2: 3,983 shares; 2025Q3: 3,983 shares; 2025Q4: 4,016 shares; 2026Q1: 4,044 shares; 2026Q2: 4,144 shares; 2026Q3: 4,030 shares 4,030 $1.42M 0.38% -114 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: 2,527 shares; 2025Q1: 2,315 shares; 2025Q2: 2,455 shares; 2025Q3: 2,455 shares; 2025Q4: 2,449 shares; 2026Q1: 1,949 shares; 2026Q2: 2,458 shares; 2026Q3: 2,822 shares 2,822 $1.41M 0.37% +364 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: 7,604 shares; 2025Q1: 7,651 shares; 2025Q2: 4,276 shares; 2025Q3: 4,572 shares; 2025Q4: 4,961 shares; 2026Q1: 4,016 shares; 2026Q2: 4,166 shares; 2026Q3: 5,478 shares 5,478 $1.25M 0.33% +1,312 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 11,927 shares 11,927 $1.2M 0.32% new Timeline QQQI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,723 shares; 2025Q3: 6,123 shares; 2025Q4: 9,322 shares; 2026Q1: 9,617 shares; 2026Q2: 22,632 shares; 2026Q3: 21,424 shares 21,424 $1.19M 0.32% -1,208 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,652 shares; 2025Q1: 15,652 shares; 2025Q2: 14,632 shares; 2025Q3: 14,632 shares; 2025Q4: 26,614 shares; 2026Q1: 26,614 shares; 2026Q2: 27,035 shares; 2026Q3: 27,035 shares 27,035 $1.08M 0.29% 0 Timeline VONG 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: 5,360 shares; 2025Q1: 4,481 shares; 2025Q2: 5,677 shares; 2025Q3: 6,946 shares; 2025Q4: 8,178 shares; 2026Q1: 8,012 shares; 2026Q2: 8,012 shares; 2026Q3: 8,012 shares 8,012 $1.03M 0.27% 0 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: 12,039 shares; 2025Q1: 12,930 shares; 2025Q2: 11,677 shares; 2025Q3: 11,363 shares; 2025Q4: 11,271 shares; 2026Q1: 10,830 shares; 2026Q2: 10,832 shares; 2026Q3: 10,835 shares 10,835 $1.02M 0.27% +3 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: 18,139 shares; 2025Q1: 45,588 shares; 2025Q2: 30,917 shares; 2025Q3: 24,674 shares; 2025Q4: 22,353 shares; 2026Q1: 8,466 shares; 2026Q2: 8,413 shares; 2026Q3: 9,611 shares 9,611 $968K 0.26% +1,198 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 60,961 shares; 2025Q1: 59,503 shares; 2025Q2: 21,073 shares; 2025Q3: 21,073 shares; 2025Q4: 21,077 shares; 2026Q1: 21,077 shares; 2026Q2: 19,864 shares; 2026Q3: 19,864 shares 19,864 $942K 0.25% 0 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: 10,105 shares; 2025Q1: 10,098 shares; 2025Q2: 10,239 shares; 2025Q3: 10,239 shares; 2025Q4: 10,230 shares; 2026Q1: 9,861 shares; 2026Q2: 9,861 shares; 2026Q3: 9,861 shares 9,861 $904K 0.24% 0 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 30,216 shares; 2026Q3: 30,216 shares 30,216 $886K 0.24% 0 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: 5,239 shares; 2025Q1: 4,077 shares; 2025Q2: 4,077 shares; 2025Q3: 9,023 shares; 2025Q4: 11,471 shares; 2026Q1: 11,471 shares; 2026Q2: 11,962 shares; 2026Q3: 11,962 shares 11,962 $845K 0.22% 0 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,830 shares; 2025Q4: 6,952 shares; 2026Q1: 6,952 shares; 2026Q2: 6,952 shares; 2026Q3: 6,952 shares 6,952 $756K 0.2% 0 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 360 shares; 2026Q2: 324 shares; 2026Q3: 1,068 shares 1,068 $749K 0.2% +744 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: 32,046 shares 32,046 $734K 0.2% new 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: 3,902 shares; 2025Q1: 3,811 shares; 2025Q2: 2,992 shares; 2025Q3: 2,992 shares; 2025Q4: 3,054 shares; 2026Q1: 2,330 shares; 2026Q2: 2,950 shares; 2026Q3: 2,881 shares 2,881 $718K 0.19% -69 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,506 shares; 2025Q1: 2,506 shares; 2025Q2: 2,506 shares; 2025Q3: 2,506 shares; 2025Q4: 2,506 shares; 2026Q1: 2,506 shares; 2026Q2: 2,506 shares; 2026Q3: 2,506 shares 2,506 $707K 0.19% 0 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 32,391 shares; 2025Q1: 104,825 shares; 2025Q2: 28,254 shares; 2025Q3: 28,254 shares; 2025Q4: 28,254 shares; 2026Q1: 28,254 shares; 2026Q2: 28,254 shares; 2026Q3: 27,126 shares 27,126 $574K 0.15% -1,128 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: 4,383 shares; 2025Q1: 3,847 shares; 2025Q2: 2,369 shares; 2025Q3: 2,419 shares; 2025Q4: 2,413 shares; 2026Q1: 1,447 shares; 2026Q2: 1,552 shares; 2026Q3: 1,668 shares 1,668 $574K 0.15% +116 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: 3,145 shares; 2025Q4: 3,145 shares; 2026Q1: 3,145 shares; 2026Q2: 3,145 shares; 2026Q3: 7,071 shares 7,071 $574K 0.15% +3,926 Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 112,836 shares; 2025Q1: 120,527 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,674 shares; 2026Q1: 15,514 shares; 2026Q2: 21,662 shares; 2026Q3: 21,760 shares 21,760 $571K 0.15% +98 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: 9,720 shares; 2025Q1: 14,187 shares; 2025Q2: 10,507 shares; 2025Q3: 10,507 shares; 2025Q4: 7,397 shares; 2026Q1: 6,040 shares; 2026Q2: 6,040 shares; 2026Q3: 9,170 shares 9,170 $516K 0.14% +3,130 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,673 shares; 2025Q1: 8,023 shares; 2025Q2: 3,523 shares; 2025Q3: 7,978 shares; 2025Q4: 18,758 shares; 2026Q1: 16,460 shares; 2026Q2: 10,252 shares; 2026Q3: 5,195 shares 5,195 $513K 0.14% -5,057 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: 7,067 shares; 2025Q1: 7,067 shares; 2025Q2: 7,067 shares; 2025Q3: 7,067 shares; 2025Q4: 7,067 shares; 2026Q1: 7,067 shares; 2026Q2: 7,067 shares; 2026Q3: 7,067 shares 7,067 $508K 0.14% 0 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: 481 shares; 2025Q1: 410 shares; 2025Q2: 410 shares; 2025Q3: 410 shares; 2025Q4: 411 shares; 2026Q1: 411 shares; 2026Q2: 412 shares; 2026Q3: 412 shares 412 $477K 0.13% 0 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: 15,760 shares; 2025Q1: 20,645 shares; 2025Q2: 5,159 shares; 2025Q3: 5,159 shares; 2025Q4: 9,069 shares; 2026Q1: 6,950 shares; 2026Q2: 6,950 shares; 2026Q3: 4,892 shares 4,892 $474K 0.13% -2,058 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: 4,244 shares; 2025Q1: 4,169 shares; 2025Q2: 4,169 shares; 2025Q3: 4,169 shares; 2025Q4: 4,169 shares; 2026Q1: 4,169 shares; 2026Q2: 4,169 shares; 2026Q3: 4,169 shares 4,169 $458K 0.12% 0 Timeline CATH GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,689 shares; 2025Q1: 3,689 shares; 2025Q2: 3,661 shares; 2025Q3: 3,661 shares; 2025Q4: 4,937 shares; 2026Q1: 4,937 shares; 2026Q2: 4,937 shares; 2026Q3: 4,937 shares 4,937 $448K 0.12% 0 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 41,681 shares; 2025Q1: 40,632 shares; 2025Q2: 9,057 shares; 2025Q3: 9,057 shares; 2025Q4: 9,057 shares; 2026Q1: 9,057 shares; 2026Q2: 9,057 shares; 2026Q3: 9,057 shares 9,057 $444K 0.12% 0 Timeline MRSK NORTHERN LIGHTS FD TR More: the full row for NORTHERN LIGHTS FD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,231 shares; 2025Q1: 13,231 shares; 2025Q2: 11,883 shares; 2025Q3: 11,883 shares; 2025Q4: 11,069 shares; 2026Q1: 11,069 shares; 2026Q2: 11,069 shares; 2026Q3: 11,069 shares 11,069 $437K 0.12% 0 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,814 shares; 2026Q2: 1,814 shares; 2026Q3: 2,709 shares 2,709 $428K 0.11% +895 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: 6,271 shares; 2025Q1: 4,567 shares; 2025Q2: 4,567 shares; 2025Q3: 6,673 shares; 2025Q4: 7,671 shares; 2026Q1: 6,955 shares; 2026Q2: 6,955 shares; 2026Q3: 6,955 shares 6,955 $413K 0.11% 0 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 993 shares; 2025Q4: 993 shares; 2026Q1: 1,025 shares; 2026Q2: 1,025 shares; 2026Q3: 1,025 shares 1,025 $370K 0.1% 0 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,369 shares; 2025Q3: 2,370 shares; 2025Q4: 2,122 shares; 2026Q1: 2,122 shares; 2026Q2: 2,123 shares; 2026Q3: 4,360 shares 4,360 $368K 0.1% +2,237 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,103 shares; 2025Q1: 11,048 shares; 2025Q2: 11,008 shares; 2025Q3: 11,008 shares; 2025Q4: 11,008 shares; 2026Q1: 11,008 shares; 2026Q2: 11,008 shares; 2026Q3: 11,008 shares 11,008 $348K 0.09% 0 Timeline LBAY TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,672 shares; 2025Q1: 14,672 shares; 2025Q2: 14,097 shares; 2025Q3: 14,097 shares; 2025Q4: 14,001 shares; 2026Q1: 13,505 shares; 2026Q2: 13,505 shares; 2026Q3: 13,505 shares 13,505 $336K 0.09% 0 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 539 shares; 2026Q3: 539 shares 539 $330K 0.09% 0 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: 119,094 shares; 2025Q1: 3,862 shares; 2025Q2: 3,857 shares; 2025Q3: 3,857 shares; 2025Q4: 3,857 shares; 2026Q1: 4,675 shares; 2026Q2: 4,675 shares; 2026Q3: 4,675 shares 4,675 $328K 0.09% 0 Timeline VPLS VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,918 shares; 2025Q1: 2,812 shares; 2025Q2: 2,812 shares; 2025Q3: 2,812 shares; 2025Q4: 2,812 shares; 2026Q1: 4,428 shares; 2026Q2: 4,428 shares; 2026Q3: 4,428 shares 4,428 $328K 0.09% 0 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: 2,357 shares; 2025Q1: 2,026 shares; 2025Q2: 883 shares; 2025Q3: 883 shares; 2025Q4: 883 shares; 2026Q1: 939 shares; 2026Q2: 1,014 shares; 2026Q3: 989 shares 989 $327K 0.09% -25 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: 21,196 shares; 2025Q1: 20,195 shares; 2025Q2: 8,838 shares; 2025Q3: 17,002 shares; 2025Q4: 22,150 shares; 2026Q1: 22,150 shares; 2026Q2: 23,998 shares; 2026Q3: 9,124 shares 9,124 $297K 0.08% -14,874 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: 1,689 shares 1,689 $275K 0.07% 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: not reported; 2025Q1: 750 shares; 2025Q2: 750 shares; 2025Q3: 750 shares; 2025Q4: 750 shares; 2026Q1: 696 shares; 2026Q2: 696 shares; 2026Q3: 696 shares 696 $265K 0.07% 0 Timeline CGHM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,337 shares; 2025Q1: 9,337 shares; 2025Q2: 9,337 shares; 2025Q3: 20,122 shares; 2025Q4: 20,122 shares; 2026Q1: 20,122 shares; 2026Q2: 10,785 shares; 2026Q3: 10,785 shares 10,785 $260K 0.07% 0 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: not reported; 2025Q1: 1,062 shares; 2025Q2: 1,062 shares; 2025Q3: 1,062 shares; 2025Q4: 1,406 shares; 2026Q1: 824 shares; 2026Q2: 1,044 shares; 2026Q3: 805 shares 805 $251K 0.07% -239 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: not reported; 2026Q2: 521 shares; 2026Q3: 538 shares 538 $246K 0.07% +17 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 688 shares 688 $244K 0.06% new 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: 114,952 shares; 2026Q1: 6,170 shares; 2026Q2: 3,997 shares; 2026Q3: 3,997 shares 3,997 $211K 0.06% 0 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,678 shares; 2025Q1: 1,499 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,024 shares 1,024 $209K 0.06% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 966 shares; 2026Q3: 966 shares 966 $209K 0.06% 0 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,359 shares; 2026Q3: 2,359 shares 2,359 $200K 0.05% 0 Timeline