TBLL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 245,213 shares; 2024Q4: 311,435 shares; 2025Q1: 321,756 shares; 2025Q2: 333,832 shares; 2025Q3: 282,203 shares; 2025Q4: 277,538 shares; 2026Q1: 244,986 shares; 2026Q2: 226,266 shares 226,266 $23.9M 7.08% -18,720 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; 2024Q3: 428,931 shares; 2024Q4: 485,134 shares; 2025Q1: 510,724 shares; 2025Q2: 540,802 shares; 2025Q3: 566,849 shares; 2025Q4: 607,470 shares; 2026Q1: 646,663 shares; 2026Q2: 667,152 shares 667,152 $17.7M 5.24% +20,489 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,770 shares; 2025Q2: 59,836 shares; 2025Q3: 217,411 shares; 2025Q4: 249,455 shares; 2026Q1: 277,054 shares; 2026Q2: 277,549 shares 277,549 $14M 4.15% +495 Timeline TFLR T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 212,867 shares; 2024Q4: 225,592 shares; 2025Q1: 227,013 shares; 2025Q2: 233,118 shares; 2025Q3: 246,074 shares; 2025Q4: 254,939 shares; 2026Q1: 266,687 shares; 2026Q2: 267,075 shares 267,075 $13.5M 3.99% +388 Timeline PEMX PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 9,344 shares; 2025Q1: 8,631 shares; 2025Q2: 130,844 shares; 2025Q3: 133,180 shares; 2025Q4: 131,849 shares; 2026Q1: 133,126 shares; 2026Q2: 131,176 shares 131,176 $12M 3.56% -1,950 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 135,867 shares; 2025Q2: 209,171 shares; 2025Q3: 210,229 shares; 2025Q4: 214,930 shares; 2026Q1: 222,590 shares; 2026Q2: 226,122 shares 226,122 $11.5M 3.41% +3,532 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 114,711 shares; 2024Q4: 110,956 shares; 2025Q1: 110,461 shares; 2025Q2: 111,148 shares; 2025Q3: 108,478 shares; 2025Q4: 105,206 shares; 2026Q1: 106,222 shares; 2026Q2: 104,669 shares 104,669 $9.34M 2.77% -1,553 Timeline WTPI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 204,637 shares; 2024Q4: 221,744 shares; 2025Q1: 235,067 shares; 2025Q2: 251,640 shares; 2025Q3: 262,552 shares; 2025Q4: 269,944 shares; 2026Q1: 275,608 shares; 2026Q2: 284,265 shares 284,265 $9.32M 2.76% +8,657 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 127,760 shares; 2024Q4: 337,483 shares; 2025Q1: 330,877 shares; 2025Q2: 312,483 shares; 2025Q3: 306,233 shares; 2025Q4: 264,354 shares; 2026Q1: 263,453 shares; 2026Q2: 254,678 shares 254,678 $7.5M 2.22% -8,775 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 90,188 shares; 2026Q2: 143,581 shares 143,581 $7.26M 2.15% +53,393 Timeline SMIG ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 221,445 shares; 2024Q4: 205,552 shares; 2025Q1: 203,170 shares; 2025Q2: 216,985 shares; 2025Q3: 217,175 shares; 2025Q4: 216,559 shares; 2026Q1: 220,316 shares; 2026Q2: 214,231 shares 214,231 $7.03M 2.08% -6,085 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,459 shares; 2024Q4: 53,160 shares; 2025Q1: 54,408 shares; 2025Q2: 54,112 shares; 2025Q3: 53,975 shares; 2025Q4: 53,696 shares; 2026Q1: 54,884 shares; 2026Q2: 55,342 shares 55,342 $6.9M 2.05% +458 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 126,547 shares; 2024Q4: 118,731 shares; 2025Q1: 125,078 shares; 2025Q2: 125,120 shares; 2025Q3: 124,323 shares; 2025Q4: 120,300 shares; 2026Q1: 120,731 shares; 2026Q2: 117,147 shares 117,147 $6.9M 2.04% -3,584 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61,176 shares; 2024Q4: 59,500 shares; 2025Q1: 60,779 shares; 2025Q2: 61,708 shares; 2025Q3: 62,272 shares; 2025Q4: 62,843 shares; 2026Q1: 65,661 shares; 2026Q2: 66,107 shares 66,107 $6.5M 1.93% +446 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 84,111 shares; 2024Q4: 82,381 shares; 2025Q1: 84,318 shares; 2025Q2: 79,532 shares; 2025Q3: 80,702 shares; 2025Q4: 80,926 shares; 2026Q1: 83,594 shares; 2026Q2: 83,325 shares 83,325 $6.43M 1.9% -269 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,428 shares; 2024Q4: 24,495 shares; 2025Q1: 25,076 shares; 2025Q2: 23,580 shares; 2025Q3: 22,818 shares; 2025Q4: 22,117 shares; 2026Q1: 22,052 shares; 2026Q2: 22,134 shares 22,134 $6.4M 1.9% +82 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,108 shares; 2024Q4: 38,859 shares; 2025Q1: 39,645 shares; 2025Q2: 37,854 shares; 2025Q3: 36,798 shares; 2025Q4: 36,044 shares; 2026Q1: 34,932 shares; 2026Q2: 36,156 shares 36,156 $6.39M 1.89% +1,224 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; 2024Q3: 7,436 shares; 2024Q4: 36,340 shares; 2025Q1: 35,924 shares; 2025Q2: 43,110 shares; 2025Q3: 60,417 shares; 2025Q4: 87,913 shares; 2026Q1: 112,224 shares; 2026Q2: 119,942 shares 119,942 $6.28M 1.86% +7,718 Timeline REZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,625 shares; 2024Q4: 52,092 shares; 2025Q1: 52,965 shares; 2025Q2: 55,730 shares; 2025Q3: 57,393 shares; 2025Q4: 57,089 shares; 2026Q1: 60,546 shares; 2026Q2: 62,096 shares 62,096 $5.88M 1.74% +1,550 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; 2024Q3: 71,040 shares; 2024Q4: 67,448 shares; 2025Q1: 71,834 shares; 2025Q2: 74,549 shares; 2025Q3: 72,725 shares; 2025Q4: 69,038 shares; 2026Q1: 69,902 shares; 2026Q2: 68,720 shares 68,720 $5.52M 1.64% -1,182 Timeline IAUM ISHARES GOLD TRUST MICRO More: the full row for ISHARES GOLD TRUST MICRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 178,730 shares; 2024Q4: 172,901 shares; 2025Q1: 169,527 shares; 2025Q2: 147,059 shares; 2025Q3: 145,264 shares; 2025Q4: 135,005 shares; 2026Q1: 126,968 shares; 2026Q2: 128,624 shares 128,624 $5.15M 1.52% +1,656 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 86,643 shares; 2025Q4: 89,267 shares; 2026Q1: 92,859 shares; 2026Q2: 94,801 shares 94,801 $5.12M 1.52% +1,942 Timeline DIVI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 124,552 shares; 2025Q2: 127,160 shares; 2025Q3: 126,677 shares; 2025Q4: 121,735 shares; 2026Q1: 122,233 shares; 2026Q2: 119,398 shares 119,398 $5.1M 1.51% -2,835 Timeline OUSM ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 88,648 shares; 2024Q4: 91,606 shares; 2025Q1: 93,547 shares; 2025Q2: 97,362 shares; 2025Q3: 98,506 shares; 2025Q4: 98,399 shares; 2026Q1: 104,881 shares; 2026Q2: 105,822 shares 105,822 $5.03M 1.49% +941 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,095 shares; 2024Q4: 17,501 shares; 2025Q1: 17,884 shares; 2025Q2: 17,680 shares; 2025Q3: 17,219 shares; 2025Q4: 16,757 shares; 2026Q1: 16,645 shares; 2026Q2: 16,588 shares 16,588 $5.03M 1.49% -57 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 45,494 shares; 2025Q3: 47,325 shares; 2025Q4: 64,027 shares; 2026Q1: 69,043 shares; 2026Q2: 70,076 shares 70,076 $4.77M 1.41% +1,033 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,230 shares; 2024Q4: 10,841 shares; 2025Q1: 11,293 shares; 2025Q2: 11,033 shares; 2025Q3: 10,797 shares; 2025Q4: 10,633 shares; 2026Q1: 11,905 shares; 2026Q2: 12,228 shares 12,228 $4.56M 1.35% +323 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,248 shares; 2024Q4: 7,594 shares; 2025Q1: 7,459 shares; 2025Q2: 7,411 shares; 2025Q3: 7,306 shares; 2025Q4: 7,062 shares; 2026Q1: 6,991 shares; 2026Q2: 6,188 shares 6,188 $4.56M 1.35% -803 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 76,453 shares; 2024Q4: 86,941 shares; 2025Q1: 84,066 shares; 2025Q2: 81,879 shares; 2025Q3: 80,544 shares; 2025Q4: 79,112 shares; 2026Q1: 77,840 shares; 2026Q2: 75,835 shares 75,835 $4M 1.19% -2,005 Timeline RQI COHEN & STEERS QUALITY INCOM More: the full row for COHEN & STEERS QUALITY INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 230,736 shares; 2024Q4: 234,498 shares; 2025Q1: 243,046 shares; 2025Q2: 246,929 shares; 2025Q3: 250,258 shares; 2025Q4: 244,139 shares; 2026Q1: 280,789 shares; 2026Q2: 301,114 shares 301,114 $3.71M 1.1% +20,325 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,184 shares; 2024Q4: 14,979 shares; 2025Q1: 14,881 shares; 2025Q2: 14,830 shares; 2025Q3: 14,557 shares; 2025Q4: 14,414 shares; 2026Q1: 14,128 shares; 2026Q2: 13,909 shares 13,909 $3.37M 1% -219 Timeline INDS PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 71,141 shares; 2024Q4: 59,657 shares; 2025Q1: 62,225 shares; 2025Q2: 66,211 shares; 2025Q3: 68,366 shares; 2025Q4: 71,400 shares; 2026Q1: 83,414 shares; 2026Q2: 83,096 shares 83,096 $3.34M 0.99% -318 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,949 shares; 2024Q4: 52,000 shares; 2025Q1: 51,887 shares; 2025Q2: 49,127 shares; 2025Q3: 48,959 shares; 2025Q4: 48,099 shares; 2026Q1: 47,792 shares; 2026Q2: 46,785 shares 46,785 $3.33M 0.99% -1,007 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,503 shares; 2024Q4: 10,235 shares; 2025Q1: 10,834 shares; 2025Q2: 10,930 shares; 2025Q3: 9,575 shares; 2025Q4: 8,950 shares; 2026Q1: 9,311 shares; 2026Q2: 8,701 shares 8,701 $3.29M 0.97% -610 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,564 shares; 2024Q4: 10,323 shares; 2025Q1: 10,574 shares; 2025Q2: 10,705 shares; 2025Q3: 10,354 shares; 2025Q4: 9,265 shares; 2026Q1: 9,027 shares; 2026Q2: 9,039 shares 9,039 $3.23M 0.96% +12 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,475 shares; 2024Q4: 14,513 shares; 2025Q1: 15,145 shares; 2025Q2: 15,284 shares; 2025Q3: 14,560 shares; 2025Q4: 13,886 shares; 2026Q1: 13,099 shares; 2026Q2: 13,093 shares 13,093 $3.12M 0.92% -6 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,109 shares; 2024Q4: 4,788 shares; 2025Q1: 4,699 shares; 2025Q2: 3,451 shares; 2025Q3: 3,243 shares; 2025Q4: 3,183 shares; 2026Q1: 3,157 shares; 2026Q2: 3,919 shares 3,919 $2.93M 0.87% +762 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,282 shares; 2024Q4: 7,282 shares; 2025Q1: 7,282 shares; 2025Q2: 7,282 shares; 2025Q3: 7,252 shares; 2025Q4: 7,222 shares; 2026Q1: 7,192 shares; 2026Q2: 7,143 shares 7,143 $2.93M 0.87% -49 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63,008 shares; 2024Q4: 62,929 shares; 2025Q1: 60,387 shares; 2025Q2: 51,840 shares; 2025Q3: 47,584 shares; 2025Q4: 39,249 shares; 2026Q1: 35,703 shares; 2026Q2: 35,829 shares 35,829 $2.7M 0.8% +126 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,783 shares; 2024Q4: 8,442 shares; 2025Q1: 8,684 shares; 2025Q2: 8,369 shares; 2025Q3: 7,813 shares; 2025Q4: 7,686 shares; 2026Q1: 7,649 shares; 2026Q2: 7,701 shares 7,701 $2.52M 0.75% +52 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,884 shares; 2024Q4: 12,942 shares; 2025Q1: 13,404 shares; 2025Q2: 12,914 shares; 2025Q3: 12,887 shares; 2025Q4: 12,599 shares; 2026Q1: 10,982 shares; 2026Q2: 10,867 shares 10,867 $2.17M 0.64% -115 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,437 shares; 2024Q4: 4,395 shares; 2025Q1: 4,395 shares; 2025Q2: 4,395 shares; 2025Q3: 4,353 shares; 2025Q4: 4,337 shares; 2026Q1: 4,308 shares; 2026Q2: 17,232 shares 17,232 $2.14M 0.63% +12,924 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,025 shares; 2024Q4: 10,455 shares; 2025Q1: 10,077 shares; 2025Q2: 10,024 shares; 2025Q3: 9,872 shares; 2025Q4: 9,707 shares; 2026Q1: 9,708 shares; 2026Q2: 9,310 shares 9,310 $2.11M 0.63% -398 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,005 shares; 2024Q4: 2,019 shares; 2025Q1: 2,037 shares; 2025Q2: 2,028 shares; 2025Q3: 2,015 shares; 2025Q4: 1,982 shares; 2026Q1: 1,893 shares; 2026Q2: 15,142 shares 15,142 $1.81M 0.54% +13,249 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,317 shares; 2024Q4: 5,910 shares; 2025Q1: 5,903 shares; 2025Q2: 5,763 shares; 2025Q3: 5,281 shares; 2025Q4: 5,052 shares; 2026Q1: 5,061 shares; 2026Q2: 5,047 shares 5,047 $1.78M 0.53% -14 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; 2024Q3: 23,585 shares; 2024Q4: 40,335 shares; 2025Q1: 40,163 shares; 2025Q2: 40,678 shares; 2025Q3: 42,777 shares; 2025Q4: 42,754 shares; 2026Q1: 40,035 shares; 2026Q2: 40,082 shares 40,082 $1.76M 0.52% +47 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,525 shares; 2024Q4: 2,429 shares; 2025Q1: 2,444 shares; 2025Q2: 2,443 shares; 2025Q3: 2,445 shares; 2025Q4: 2,446 shares; 2026Q1: 2,422 shares; 2026Q2: 2,335 shares 2,335 $1.74M 0.52% -87 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; 2024Q3: 1,362 shares; 2024Q4: 1,943 shares; 2025Q1: 2,031 shares; 2025Q2: 2,063 shares; 2025Q3: 1,896 shares; 2025Q4: 1,713 shares; 2026Q1: 1,769 shares; 2026Q2: 1,723 shares 1,723 $1.74M 0.52% -46 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,396 shares; 2024Q4: 4,299 shares; 2025Q1: 4,288 shares; 2025Q2: 4,223 shares; 2025Q3: 4,234 shares; 2025Q4: 4,251 shares; 2026Q1: 4,742 shares; 2026Q2: 4,839 shares 4,839 $1.66M 0.49% +97 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,353 shares; 2024Q4: 19,271 shares; 2025Q1: 19,861 shares; 2025Q2: 20,779 shares; 2025Q3: 20,237 shares; 2025Q4: 18,964 shares; 2026Q1: 18,442 shares; 2026Q2: 17,877 shares 17,877 $1.57M 0.46% -565 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,164 shares; 2024Q4: 2,380 shares; 2025Q1: 2,524 shares; 2025Q2: 2,729 shares; 2025Q3: 2,550 shares; 2025Q4: 2,535 shares; 2026Q1: 2,596 shares; 2026Q2: 2,692 shares 2,692 $1.52M 0.45% +96 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,724 shares; 2024Q4: 48,310 shares; 2025Q1: 49,698 shares; 2025Q2: 49,999 shares; 2025Q3: 64,387 shares; 2025Q4: 67,007 shares; 2026Q1: 78,794 shares; 2026Q2: 81,837 shares 81,837 $1.52M 0.45% +3,043 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,762 shares; 2026Q2: 2,752 shares 2,752 $1.38M 0.41% -10 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,990 shares; 2024Q4: 2,925 shares; 2025Q1: 3,196 shares; 2025Q2: 3,154 shares; 2025Q3: 3,128 shares; 2025Q4: 3,016 shares; 2026Q1: 3,208 shares; 2026Q2: 3,169 shares 3,169 $1.35M 0.4% -39 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,316 shares; 2024Q4: 5,045 shares; 2025Q1: 5,382 shares; 2025Q2: 5,453 shares; 2025Q3: 5,629 shares; 2025Q4: 5,511 shares; 2026Q1: 5,835 shares; 2026Q2: 5,977 shares 5,977 $1.32M 0.39% +142 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,504 shares; 2024Q4: 3,681 shares; 2025Q1: 3,828 shares; 2025Q2: 4,012 shares; 2025Q3: 4,126 shares; 2025Q4: 3,451 shares; 2026Q1: 3,413 shares; 2026Q2: 3,594 shares 3,594 $1.3M 0.39% +181 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; 2024Q3: 2,767 shares; 2024Q4: 2,861 shares; 2025Q1: 2,941 shares; 2025Q2: 2,837 shares; 2025Q3: 2,842 shares; 2025Q4: 2,413 shares; 2026Q1: 2,601 shares; 2026Q2: 2,555 shares 2,555 $1.28M 0.38% -46 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,224 shares; 2024Q4: 8,551 shares; 2025Q1: 9,803 shares; 2025Q2: 9,614 shares; 2025Q3: 8,160 shares; 2025Q4: 7,768 shares; 2026Q1: 8,301 shares; 2026Q2: 8,318 shares 8,318 $1.22M 0.36% +17 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,104 shares; 2024Q4: 2,091 shares; 2025Q1: 2,163 shares; 2025Q2: 4,005 shares; 2025Q3: 3,684 shares; 2025Q4: 2,630 shares; 2026Q1: 2,860 shares; 2026Q2: 2,721 shares 2,721 $1.13M 0.34% -139 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,132 shares; 2024Q4: 5,088 shares; 2025Q1: 4,644 shares; 2025Q2: 4,800 shares; 2025Q3: 4,418 shares; 2025Q4: 4,418 shares; 2026Q1: 4,327 shares; 2026Q2: 4,417 shares 4,417 $1.12M 0.33% +90 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,475 shares; 2024Q4: 6,254 shares; 2025Q1: 6,920 shares; 2025Q2: 7,780 shares; 2025Q3: 7,760 shares; 2025Q4: 7,368 shares; 2026Q1: 6,566 shares; 2026Q2: 6,403 shares 6,403 $1.06M 0.31% -163 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,374 shares; 2024Q4: 10,097 shares; 2025Q1: 10,196 shares; 2025Q2: 10,209 shares; 2025Q3: 9,856 shares; 2025Q4: 9,550 shares; 2026Q1: 9,063 shares; 2026Q2: 9,197 shares 9,197 $1.04M 0.31% +134 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,179 shares; 2024Q4: 1,045 shares; 2025Q1: 1,141 shares; 2025Q2: 1,146 shares; 2025Q3: 1,171 shares; 2025Q4: 1,153 shares; 2026Q1: 1,109 shares; 2026Q2: 1,111 shares 1,111 $1.04M 0.31% +2 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,676 shares; 2024Q4: 22,089 shares; 2025Q1: 23,073 shares; 2025Q2: 21,239 shares; 2025Q3: 22,108 shares; 2025Q4: 20,894 shares; 2026Q1: 21,666 shares; 2026Q2: 21,523 shares 21,523 $1.02M 0.3% -143 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,903 shares; 2024Q4: 5,584 shares; 2025Q1: 5,774 shares; 2025Q2: 6,223 shares; 2025Q3: 6,515 shares; 2025Q4: 6,159 shares; 2026Q1: 6,170 shares; 2026Q2: 6,046 shares 6,046 $947K 0.28% -124 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,471 shares; 2024Q4: 33,319 shares; 2025Q1: 29,899 shares; 2025Q2: 29,899 shares; 2025Q3: 29,851 shares; 2025Q4: 29,051 shares; 2026Q1: 28,451 shares; 2026Q2: 27,510 shares 27,510 $931K 0.28% -941 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,318 shares; 2024Q4: 7,318 shares; 2025Q1: 6,903 shares; 2025Q2: 6,903 shares; 2025Q3: 6,768 shares; 2025Q4: 6,768 shares; 2026Q1: 6,726 shares; 2026Q2: 6,726 shares 6,726 $925K 0.27% 0 Timeline FSMB 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; 2024Q3: not reported; 2024Q4: 11,748 shares; 2025Q1: 11,748 shares; 2025Q2: 18,248 shares; 2025Q3: 18,248 shares; 2025Q4: 26,203 shares; 2026Q1: 51,942 shares; 2026Q2: 46,210 shares 46,210 $924K 0.27% -5,732 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; 2024Q3: 6,902 shares; 2024Q4: 7,341 shares; 2025Q1: 6,375 shares; 2025Q2: 6,746 shares; 2025Q3: 7,073 shares; 2025Q4: 6,464 shares; 2026Q1: 6,453 shares; 2026Q2: 6,196 shares 6,196 $909K 0.27% -257 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,706 shares; 2024Q4: 1,773 shares; 2025Q1: 1,844 shares; 2025Q2: 1,865 shares; 2025Q3: 1,866 shares; 2025Q4: 1,848 shares; 2026Q1: 1,681 shares; 2026Q2: 1,739 shares 1,739 $886K 0.26% +58 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,405 shares; 2024Q4: 1,405 shares; 2025Q1: 1,405 shares; 2025Q2: 1,405 shares; 2025Q3: 1,302 shares; 2025Q4: 1,257 shares; 2026Q1: 1,190 shares; 2026Q2: 1,188 shares 1,188 $859K 0.25% -2 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,901 shares; 2024Q4: 9,306 shares; 2025Q1: 9,188 shares; 2025Q2: 10,724 shares; 2025Q3: 10,044 shares; 2025Q4: 10,099 shares; 2026Q1: 9,739 shares; 2026Q2: 8,892 shares 8,892 $830K 0.25% -847 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,663 shares 9,663 $808K 0.24% new Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,601 shares; 2024Q4: 12,602 shares; 2025Q1: 12,603 shares; 2025Q2: 12,603 shares; 2025Q3: 12,604 shares; 2025Q4: 12,370 shares; 2026Q1: 12,370 shares; 2026Q2: 12,370 shares 12,370 $798K 0.24% 0 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,718 shares; 2024Q4: 1,668 shares; 2025Q1: 1,725 shares; 2025Q2: 1,287 shares; 2025Q3: 1,287 shares; 2025Q4: 1,287 shares; 2026Q1: 2,966 shares; 2026Q2: 3,127 shares 3,127 $787K 0.23% +161 Timeline IVOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,335 shares; 2024Q4: 5,975 shares; 2025Q1: 5,719 shares; 2025Q2: 8,188 shares; 2025Q3: 7,101 shares; 2025Q4: 6,254 shares; 2026Q1: 6,105 shares; 2026Q2: 5,812 shares 5,812 $758K 0.22% -293 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,984 shares; 2024Q4: 2,985 shares; 2025Q1: 2,986 shares; 2025Q2: 2,986 shares; 2025Q3: 2,987 shares; 2025Q4: 2,988 shares; 2026Q1: 2,988 shares; 2026Q2: 2,989 shares 2,989 $661K 0.2% +1 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,692 shares; 2024Q4: 1,692 shares; 2025Q1: 1,692 shares; 2025Q2: 1,692 shares; 2025Q3: 1,692 shares; 2025Q4: 1,692 shares; 2026Q1: 1,672 shares; 2026Q2: 1,672 shares 1,672 $659K 0.2% 0 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,025 shares; 2024Q4: 1,077 shares; 2025Q1: 1,142 shares; 2025Q2: 1,173 shares; 2025Q3: 1,174 shares; 2025Q4: 1,059 shares; 2026Q1: 1,082 shares; 2026Q2: 1,079 shares 1,079 $622K 0.18% -3 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,620 shares; 2024Q4: 16,760 shares; 2025Q1: 16,725 shares; 2025Q2: 16,485 shares; 2025Q3: 16,485 shares; 2025Q4: 16,485 shares; 2026Q1: 16,485 shares; 2026Q2: 16,485 shares 16,485 $608K 0.18% 0 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,132 shares; 2024Q4: 3,583 shares; 2025Q1: 3,302 shares; 2025Q2: 3,019 shares; 2025Q3: 3,014 shares; 2025Q4: 2,911 shares; 2026Q1: 2,793 shares; 2026Q2: 2,733 shares 2,733 $571K 0.17% -60 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,960 shares; 2024Q4: 4,960 shares; 2025Q1: 4,960 shares; 2025Q2: 4,960 shares; 2025Q3: 4,960 shares; 2025Q4: 4,960 shares; 2026Q1: 4,960 shares; 2026Q2: 4,960 shares 4,960 $547K 0.16% 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; 2024Q3: 1,373 shares; 2024Q4: 1,370 shares; 2025Q1: 1,361 shares; 2025Q2: 1,361 shares; 2025Q3: 1,361 shares; 2025Q4: 1,361 shares; 2026Q1: 1,362 shares; 2026Q2: 1,400 shares 1,400 $523K 0.15% +38 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,163 shares; 2024Q4: 3,165 shares; 2025Q1: 3,157 shares; 2025Q2: 3,158 shares; 2025Q3: 3,158 shares; 2025Q4: 3,159 shares; 2026Q1: 3,160 shares; 2026Q2: 3,468 shares 3,468 $514K 0.15% +308 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,483 shares; 2024Q4: 1,752 shares; 2025Q1: 1,729 shares; 2025Q2: 1,723 shares; 2025Q3: 1,723 shares; 2025Q4: 1,675 shares; 2026Q1: 1,615 shares; 2026Q2: 1,846 shares 1,846 $499K 0.15% +231 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,174 shares; 2024Q4: 19,412 shares; 2025Q1: 19,412 shares; 2025Q2: 19,412 shares; 2025Q3: 18,982 shares; 2025Q4: 18,602 shares; 2026Q1: 18,002 shares; 2026Q2: 18,002 shares 18,002 $499K 0.15% 0 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,366 shares; 2024Q4: 5,366 shares; 2025Q1: 5,366 shares; 2025Q2: 4,816 shares; 2025Q3: 4,816 shares; 2025Q4: 4,756 shares; 2026Q1: 4,756 shares; 2026Q2: 4,703 shares 4,703 $489K 0.14% -53 Timeline GBDC GOLUB CAP BDC INC More: the full row for GOLUB CAP BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,027 shares; 2025Q3: 21,941 shares; 2025Q4: 16,598 shares; 2026Q1: 31,826 shares; 2026Q2: 35,043 shares 35,043 $451K 0.13% +3,217 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,230 shares; 2024Q4: 2,341 shares; 2025Q1: 2,342 shares; 2025Q2: 2,402 shares; 2025Q3: 2,403 shares; 2025Q4: 2,404 shares; 2026Q1: 2,354 shares; 2026Q2: 2,355 shares 2,355 $447K 0.13% +1 Timeline POWA INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,470 shares; 2024Q4: 5,444 shares; 2025Q1: 5,444 shares; 2025Q2: 5,444 shares; 2025Q3: 5,143 shares; 2025Q4: 5,137 shares; 2026Q1: 5,137 shares; 2026Q2: 5,024 shares 5,024 $446K 0.13% -113 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,896 shares; 2024Q4: 7,468 shares; 2025Q1: 7,074 shares; 2025Q2: 4,404 shares; 2025Q3: 3,190 shares; 2025Q4: 3,291 shares; 2026Q1: 3,257 shares; 2026Q2: 3,184 shares 3,184 $435K 0.13% -73 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,394 shares; 2024Q4: 1,395 shares; 2025Q1: 1,398 shares; 2025Q2: 1,395 shares; 2025Q3: 1,396 shares; 2025Q4: 1,683 shares; 2026Q1: 1,396 shares; 2026Q2: 1,397 shares 1,397 $420K 0.12% +1 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,451 shares; 2024Q4: 3,453 shares; 2025Q1: 3,454 shares; 2025Q2: 3,282 shares; 2025Q3: 3,134 shares; 2025Q4: 2,715 shares; 2026Q1: 2,649 shares; 2026Q2: 2,651 shares 2,651 $419K 0.12% +2 Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18,905 shares; 2025Q2: 25,877 shares; 2025Q3: 29,224 shares; 2025Q4: 37,358 shares; 2026Q1: 37,296 shares; 2026Q2: 37,684 shares 37,684 $410K 0.12% +388 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,364 shares; 2024Q4: 4,364 shares; 2025Q1: 4,364 shares; 2025Q2: 4,864 shares; 2025Q3: 3,921 shares; 2025Q4: 3,921 shares; 2026Q1: 4,161 shares; 2026Q2: 4,161 shares 4,161 $409K 0.12% 0 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,180 shares; 2025Q4: 3,180 shares; 2026Q1: 3,180 shares; 2026Q2: 4,824 shares 4,824 $400K 0.12% +1,644 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,888 shares; 2024Q4: 14,411 shares; 2025Q1: 14,415 shares; 2025Q2: 14,422 shares; 2025Q3: 13,256 shares; 2025Q4: 12,476 shares; 2026Q1: 12,469 shares; 2026Q2: 12,565 shares 12,565 $398K 0.12% +96 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 338 shares; 2025Q4: 338 shares; 2026Q1: 338 shares; 2026Q2: 338 shares 338 $397K 0.12% 0 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,334 shares; 2024Q4: 3,559 shares; 2025Q1: 2,703 shares; 2025Q2: 2,552 shares; 2025Q3: 2,592 shares; 2025Q4: 3,107 shares; 2026Q1: 2,344 shares; 2026Q2: 2,495 shares 2,495 $396K 0.12% +151 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,410 shares; 2024Q4: 5,410 shares; 2025Q1: 5,410 shares; 2025Q2: 5,648 shares; 2025Q3: 5,338 shares; 2025Q4: 5,347 shares; 2026Q1: 5,354 shares; 2026Q2: 5,051 shares 5,051 $383K 0.11% -303 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,050 shares; 2024Q4: 1,050 shares; 2025Q1: 1,050 shares; 2025Q2: 1,050 shares; 2025Q3: 1,050 shares; 2025Q4: 1,050 shares; 2026Q1: 950 shares; 2026Q2: 956 shares 956 $379K 0.11% +6 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,997 shares; 2024Q4: 4,998 shares; 2025Q1: 4,998 shares; 2025Q2: 3,616 shares; 2025Q3: 3,617 shares; 2025Q4: 3,618 shares; 2026Q1: 3,618 shares; 2026Q2: 3,619 shares 3,619 $370K 0.11% +1 Timeline PXF INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,831 shares; 2024Q4: 4,831 shares; 2025Q1: 4,831 shares; 2025Q2: 4,831 shares; 2025Q3: 4,831 shares; 2025Q4: 4,831 shares; 2026Q1: 4,831 shares; 2026Q2: 4,831 shares 4,831 $365K 0.11% 0 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,078 shares; 2025Q3: 3,034 shares; 2025Q4: 3,034 shares; 2026Q1: 2,964 shares; 2026Q2: 3,038 shares 3,038 $357K 0.11% +74 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,300 shares; 2024Q4: 2,142 shares; 2025Q1: 2,142 shares; 2025Q2: 2,242 shares; 2025Q3: 2,242 shares; 2025Q4: 2,233 shares; 2026Q1: 2,233 shares; 2026Q2: 2,233 shares 2,233 $349K 0.1% 0 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,700 shares; 2024Q4: 4,700 shares; 2025Q1: 4,700 shares; 2025Q2: 4,700 shares; 2025Q3: 4,700 shares; 2025Q4: 4,700 shares; 2026Q1: 4,630 shares; 2026Q2: 4,630 shares 4,630 $347K 0.1% 0 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,487 shares; 2024Q4: 10,974 shares; 2025Q1: 9,758 shares; 2025Q2: 9,542 shares; 2025Q3: 9,542 shares; 2025Q4: 9,542 shares; 2026Q1: 9,542 shares; 2026Q2: 9,542 shares 9,542 $345K 0.1% 0 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,336 shares 1,336 $341K 0.1% new Timeline TAXF AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,332 shares 6,332 $322K 0.1% new Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 299 shares; 2026Q2: 299 shares 299 $318K 0.09% 0 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,916 shares; 2025Q4: 2,916 shares; 2026Q1: 2,916 shares; 2026Q2: 2,916 shares 2,916 $314K 0.09% 0 Timeline FLMI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,398 shares; 2025Q4: 12,398 shares; 2026Q1: 12,398 shares; 2026Q2: 12,398 shares 12,398 $312K 0.09% 0 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 845 shares; 2024Q4: 834 shares; 2025Q1: 887 shares; 2025Q2: 870 shares; 2025Q3: 836 shares; 2025Q4: 835 shares; 2026Q1: 835 shares; 2026Q2: 873 shares 873 $308K 0.09% +38 Timeline SHYM BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,332 shares; 2025Q4: 13,565 shares; 2026Q1: 13,565 shares; 2026Q2: 13,565 shares 13,565 $305K 0.09% 0 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 876 shares; 2024Q4: 877 shares; 2025Q1: 877 shares; 2025Q2: 877 shares; 2025Q3: 837 shares; 2025Q4: 837 shares; 2026Q1: 837 shares; 2026Q2: 837 shares 837 $302K 0.09% 0 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,120 shares 2,120 $296K 0.09% new Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,902 shares 2,902 $287K 0.09% new Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,222 shares; 2024Q4: 3,222 shares; 2025Q1: 3,222 shares; 2025Q2: 3,222 shares; 2025Q3: 3,222 shares; 2025Q4: 3,222 shares; 2026Q1: 3,222 shares; 2026Q2: 3,222 shares 3,222 $287K 0.08% 0 Timeline MEMX MATTHEWS ASIA FDS More: the full row for MATTHEWS ASIA FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 210,063 shares; 2024Q4: 223,233 shares; 2025Q1: 234,044 shares; 2025Q2: 6,663 shares; 2025Q3: 5,907 shares; 2025Q4: 5,713 shares; 2026Q1: 5,713 shares; 2026Q2: 5,713 shares 5,713 $285K 0.08% 0 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 940 shares 940 $284K 0.08% new Timeline BALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,272 shares; 2025Q4: 8,272 shares; 2026Q1: 8,272 shares; 2026Q2: 8,272 shares 8,272 $283K 0.08% 0 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,431 shares 3,431 $276K 0.08% new 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 472 shares 472 $274K 0.08% new Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,320 shares; 2024Q4: 9,960 shares; 2025Q1: 9,560 shares; 2025Q2: 9,560 shares; 2025Q3: 9,160 shares; 2025Q4: 9,160 shares; 2026Q1: 9,160 shares; 2026Q2: 8,785 shares 8,785 $273K 0.08% -375 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,625 shares; 2024Q4: 1,613 shares; 2025Q1: 1,594 shares; 2025Q2: 1,594 shares; 2025Q3: 1,593 shares; 2025Q4: 1,579 shares; 2026Q1: 1,579 shares; 2026Q2: 624 shares 624 $262K 0.08% -955 Timeline HIMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,248 shares; 2025Q4: 5,248 shares; 2026Q1: 5,248 shares; 2026Q2: 5,248 shares 5,248 $261K 0.08% 0 Timeline SBI WESTERN ASSET INTER MUNI More: the full row for WESTERN ASSET INTER MUNI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 32,451 shares; 2025Q4: 32,451 shares; 2026Q1: 32,451 shares; 2026Q2: 32,451 shares 32,451 $255K 0.08% 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 847 shares; 2025Q2: 848 shares; 2025Q3: 798 shares; 2025Q4: 798 shares; 2026Q1: not reported; 2026Q2: 905 shares 905 $255K 0.08% new Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,703 shares; 2024Q4: 16,282 shares; 2025Q1: 14,057 shares; 2025Q2: 5,749 shares; 2025Q3: 5,329 shares; 2025Q4: 5,009 shares; 2026Q1: 5,009 shares; 2026Q2: 5,009 shares 5,009 $254K 0.08% 0 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,724 shares; 2026Q1: 4,724 shares; 2026Q2: 4,724 shares 4,724 $253K 0.07% 0 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,695 shares 1,695 $237K 0.07% new 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; 2024Q3: 10,755 shares; 2024Q4: 10,755 shares; 2025Q1: 10,755 shares; 2025Q2: 10,755 shares; 2025Q3: 18,284 shares; 2025Q4: 13,429 shares; 2026Q1: 12,200 shares; 2026Q2: 12,200 shares 12,200 $235K 0.07% 0 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,350 shares; 2024Q4: 3,350 shares; 2025Q1: 3,350 shares; 2025Q2: 3,350 shares; 2025Q3: 3,350 shares; 2025Q4: not reported; 2026Q1: 3,350 shares; 2026Q2: 3,350 shares 3,350 $227K 0.07% 0 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; 2024Q3: 827 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 613 shares; 2025Q4: 1,863 shares; 2026Q1: 605 shares; 2026Q2: 605 shares 605 $223K 0.07% 0 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,783 shares 4,783 $221K 0.07% new Timeline QQQJ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,749 shares 4,749 $216K 0.06% new Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 498 shares; 2024Q4: 441 shares; 2025Q1: 464 shares; 2025Q2: 460 shares; 2025Q3: 403 shares; 2025Q4: 399 shares; 2026Q1: not reported; 2026Q2: 418 shares 418 $215K 0.06% new Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,376 shares; 2024Q4: 2,169 shares; 2025Q1: 1,981 shares; 2025Q2: 1,686 shares; 2025Q3: 1,530 shares; 2025Q4: 1,530 shares; 2026Q1: 1,530 shares; 2026Q2: 1,585 shares 1,585 $215K 0.06% +55 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,804 shares; 2024Q4: 5,454 shares; 2025Q1: 4,970 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,022 shares 3,022 $211K 0.06% new Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 919 shares; 2025Q2: 919 shares; 2025Q3: 919 shares; 2025Q4: 919 shares; 2026Q1: 919 shares; 2026Q2: 933 shares 933 $208K 0.06% +14 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,064 shares 1,064 $203K 0.06% new Timeline ZALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,945 shares 5,945 $201K 0.06% 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; 2024Q3: 10,617 shares; 2024Q4: 10,617 shares; 2025Q1: 10,617 shares; 2025Q2: 10,617 shares; 2025Q3: 10,617 shares; 2025Q4: 10,617 shares; 2026Q1: 10,617 shares; 2026Q2: 10,617 shares 10,617 $39.7K 0.01% 0 Timeline