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: 143,060 shares; 2024Q4: 434,268 shares; 2025Q1: 440,841 shares; 2025Q2: 417,958 shares; 2025Q3: 423,791 shares; 2025Q4: 406,467 shares; 2026Q1: 411,084 shares; 2026Q2: 423,019 shares 423,019 $13.2M 7.57% +11,935 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; 2024Q3: 31,883 shares; 2024Q4: 31,558 shares; 2025Q1: 31,995 shares; 2025Q2: 30,599 shares; 2025Q3: 30,387 shares; 2025Q4: 27,725 shares; 2026Q1: 29,056 shares; 2026Q2: 147,385 shares 147,385 $13M 7.46% +118,329 Timeline DFUS 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: 155,881 shares; 2024Q4: 155,247 shares; 2025Q1: 157,500 shares; 2025Q2: 149,774 shares; 2025Q3: 150,534 shares; 2025Q4: 142,302 shares; 2026Q1: 147,007 shares; 2026Q2: 150,759 shares 150,759 $12.4M 7.11% +3,752 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: 36,697 shares; 2026Q2: 152,109 shares 152,109 $12.3M 7.06% +115,412 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 206,707 shares; 2024Q4: 238,187 shares; 2025Q1: 240,786 shares; 2025Q2: 194,100 shares; 2025Q3: 197,000 shares; 2025Q4: 205,357 shares; 2026Q1: 210,879 shares; 2026Q2: 215,088 shares 215,088 $10.1M 5.81% +4,209 Timeline DFAS 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: 118,635 shares; 2024Q4: 115,767 shares; 2025Q1: 118,607 shares; 2025Q2: 118,991 shares; 2025Q3: 120,178 shares; 2025Q4: 115,764 shares; 2026Q1: 116,780 shares; 2026Q2: 119,981 shares 119,981 $9.88M 5.69% +3,201 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: 201,457 shares; 2024Q4: 206,633 shares; 2025Q1: 206,805 shares; 2025Q2: 174,609 shares; 2025Q3: 176,867 shares; 2025Q4: 168,755 shares; 2026Q1: 157,095 shares; 2026Q2: 164,507 shares 164,507 $8.89M 5.12% +7,412 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 137,517 shares; 2024Q4: 135,602 shares; 2025Q1: 137,560 shares; 2025Q2: 124,809 shares; 2025Q3: 125,687 shares; 2025Q4: 120,753 shares; 2026Q1: 124,355 shares; 2026Q2: 128,631 shares 128,631 $7.68M 4.42% +4,276 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 141,984 shares; 2026Q2: 144,098 shares 144,098 $6.34M 3.65% +2,114 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,039 shares; 2024Q4: 43,173 shares; 2025Q1: 43,721 shares; 2025Q2: 45,538 shares; 2025Q3: 45,060 shares; 2025Q4: 48,465 shares; 2026Q1: 51,664 shares; 2026Q2: 52,604 shares 52,604 $5.43M 3.13% +940 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 97,579 shares; 2024Q4: 105,243 shares; 2025Q1: 103,740 shares; 2025Q2: 80,364 shares; 2025Q3: 81,014 shares; 2025Q4: 71,816 shares; 2026Q1: 61,096 shares; 2026Q2: 65,255 shares 65,255 $5.18M 2.98% +4,159 Timeline FVAL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,487 shares; 2024Q4: 52,274 shares; 2025Q1: 52,941 shares; 2025Q2: 56,078 shares; 2025Q3: 57,566 shares; 2025Q4: 60,053 shares; 2026Q1: 63,214 shares; 2026Q2: 65,137 shares 65,137 $5.08M 2.92% +1,923 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; 2024Q3: 24,316 shares; 2024Q4: 25,017 shares; 2025Q1: 25,462 shares; 2025Q2: 26,577 shares; 2025Q3: 27,197 shares; 2025Q4: 29,568 shares; 2026Q1: 31,320 shares; 2026Q2: 32,204 shares 32,204 $4.57M 2.63% +884 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: 31,366 shares; 2024Q4: 33,131 shares; 2025Q1: 34,387 shares; 2025Q2: 36,006 shares; 2025Q3: 36,690 shares; 2025Q4: 40,568 shares; 2026Q1: 42,158 shares; 2026Q2: 43,538 shares 43,538 $3.29M 1.9% +1,380 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 135,902 shares; 2026Q2: 138,497 shares 138,497 $3.25M 1.87% +2,595 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,907 shares; 2024Q4: 48,491 shares; 2025Q1: 48,461 shares; 2025Q2: 36,983 shares; 2025Q3: 37,535 shares; 2025Q4: 38,821 shares; 2026Q1: 39,943 shares; 2026Q2: 40,873 shares 40,873 $3.23M 1.86% +930 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 75,329 shares; 2026Q1: 87,298 shares; 2026Q2: 91,443 shares 91,443 $3.17M 1.82% +4,145 Timeline VFMF VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,806 shares; 2024Q4: 9,880 shares; 2025Q1: 10,377 shares; 2025Q2: 11,890 shares; 2025Q3: 12,059 shares; 2025Q4: 14,116 shares; 2026Q1: 15,495 shares; 2026Q2: 15,926 shares 15,926 $2.82M 1.62% +431 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 91,842 shares; 2026Q2: 101,376 shares 101,376 $2.78M 1.6% +9,534 Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,731 shares; 2024Q4: 39,360 shares; 2025Q1: 41,010 shares; 2025Q2: 43,630 shares; 2025Q3: 46,070 shares; 2025Q4: 55,640 shares; 2026Q1: 60,518 shares; 2026Q2: 63,138 shares 63,138 $2.4M 1.38% +2,620 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,304 shares; 2024Q4: 44,523 shares; 2025Q1: 45,989 shares; 2025Q2: 43,843 shares; 2025Q3: 46,689 shares; 2025Q4: 41,735 shares; 2026Q1: 45,818 shares; 2026Q2: 45,571 shares 45,571 $2.4M 1.38% -247 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 50,726 shares; 2026Q2: 55,780 shares 55,780 $2.24M 1.29% +5,054 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: 22,477 shares; 2024Q4: 26,956 shares; 2025Q1: 32,169 shares; 2025Q2: 36,424 shares; 2025Q3: 38,650 shares; 2025Q4: 47,701 shares; 2026Q1: 50,906 shares; 2026Q2: 53,747 shares 53,747 $2.15M 1.24% +2,841 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: 6,749 shares; 2024Q4: 6,805 shares; 2025Q1: 6,797 shares; 2025Q2: 6,791 shares; 2025Q3: 6,650 shares; 2025Q4: 6,683 shares; 2026Q1: 6,659 shares; 2026Q2: 6,645 shares 6,645 $1.92M 1.11% -14 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,684 shares; 2026Q2: 18,379 shares 18,379 $1.77M 1.02% +2,695 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: 2,203 shares; 2024Q4: 2,278 shares; 2025Q1: 2,314 shares; 2025Q2: 2,424 shares; 2025Q3: 2,340 shares; 2025Q4: 2,540 shares; 2026Q1: 2,841 shares; 2026Q2: 3,208 shares 3,208 $1.61M 0.92% +367 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 32,274 shares; 2025Q3: 32,274 shares; 2025Q4: 32,274 shares; 2026Q1: 32,274 shares; 2026Q2: 32,274 shares 32,274 $1.43M 0.82% 0 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,886 shares; 2024Q4: 6,026 shares; 2025Q1: 6,135 shares; 2025Q2: 6,145 shares; 2025Q3: 5,775 shares; 2025Q4: 5,890 shares; 2026Q1: 6,101 shares; 2026Q2: 6,201 shares 6,201 $1.24M 0.71% +100 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,575 shares; 2024Q4: 3,588 shares; 2025Q1: 4,038 shares; 2025Q2: 4,014 shares; 2025Q3: 4,159 shares; 2025Q4: 12,534 shares; 2026Q1: 12,992 shares; 2026Q2: 13,691 shares 13,691 $1.13M 0.65% +699 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,601 shares; 2024Q4: 1,601 shares; 2025Q1: 1,611 shares; 2025Q2: 1,656 shares; 2025Q3: 1,656 shares; 2025Q4: 1,718 shares; 2026Q1: 1,738 shares; 2026Q2: 1,738 shares 1,738 $1.1M 0.63% 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: 36,427 shares; 2024Q4: 38,363 shares; 2025Q1: 39,056 shares; 2025Q2: 37,765 shares; 2025Q3: 39,529 shares; 2025Q4: 36,339 shares; 2026Q1: 41,467 shares; 2026Q2: 42,723 shares 42,723 $1.08M 0.62% +1,256 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,096 shares; 2024Q4: 34,139 shares; 2025Q1: 34,200 shares; 2025Q2: 20,713 shares; 2025Q3: 21,005 shares; 2025Q4: 20,314 shares; 2026Q1: 21,084 shares; 2026Q2: 22,226 shares 22,226 $1.01M 0.58% +1,142 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,660 shares; 2024Q4: 3,160 shares; 2025Q1: 3,566 shares; 2025Q2: 3,309 shares; 2025Q3: 3,444 shares; 2025Q4: 9,398 shares; 2026Q1: 9,746 shares; 2026Q2: 10,125 shares 10,125 $1M 0.58% +379 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,905 shares; 2024Q4: 8,750 shares; 2025Q1: 8,834 shares; 2025Q2: 8,539 shares; 2025Q3: 8,568 shares; 2025Q4: 7,622 shares; 2026Q1: 7,822 shares; 2026Q2: 8,002 shares 8,002 $936K 0.54% +180 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,076 shares; 2024Q4: 3,066 shares; 2025Q1: 2,989 shares; 2025Q2: 2,972 shares; 2025Q3: 2,962 shares; 2025Q4: 2,903 shares; 2026Q1: 2,724 shares; 2026Q2: 2,399 shares 2,399 $888K 0.51% -325 Timeline ILCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,664 shares; 2024Q4: 8,856 shares; 2025Q1: 8,907 shares; 2025Q2: 8,776 shares; 2025Q3: 8,948 shares; 2025Q4: 7,988 shares; 2026Q1: 8,085 shares; 2026Q2: 8,524 shares 8,524 $863K 0.5% +439 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: 2,382 shares; 2024Q4: 2,523 shares; 2025Q1: 2,417 shares; 2025Q2: 2,185 shares; 2025Q3: 2,167 shares; 2025Q4: 2,193 shares; 2026Q1: 2,248 shares; 2026Q2: 2,279 shares 2,279 $850K 0.49% +31 Timeline FSMD FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,793 shares; 2024Q4: 18,322 shares; 2025Q1: 19,152 shares; 2025Q2: 17,881 shares; 2025Q3: 18,360 shares; 2025Q4: 17,557 shares; 2026Q1: 14,996 shares; 2026Q2: 15,224 shares 15,224 $805K 0.46% +228 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,191 shares; 2024Q4: 16,250 shares; 2025Q1: 16,629 shares; 2025Q2: 15,420 shares; 2025Q3: 16,003 shares; 2025Q4: 14,004 shares; 2026Q1: 14,301 shares; 2026Q2: 14,867 shares 14,867 $749K 0.43% +566 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,959 shares; 2024Q4: 4,860 shares; 2025Q1: 5,741 shares; 2025Q2: 5,370 shares; 2025Q3: 5,607 shares; 2025Q4: 12,089 shares; 2026Q1: 12,422 shares; 2026Q2: 13,145 shares 13,145 $651K 0.37% +723 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: not reported; 2024Q4: 1,251 shares; 2025Q1: 1,423 shares; 2025Q2: 1,458 shares; 2025Q3: 1,466 shares; 2025Q4: 1,507 shares; 2026Q1: 1,595 shares; 2026Q2: 1,820 shares 1,820 $650K 0.37% +225 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,367 shares; 2024Q4: 7,321 shares; 2025Q1: 8,381 shares; 2025Q2: 8,626 shares; 2025Q3: 9,066 shares; 2025Q4: 18,329 shares; 2026Q1: 19,121 shares; 2026Q2: 21,085 shares 21,085 $633K 0.36% +1,964 Timeline SLQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,766 shares; 2024Q4: 22,741 shares; 2025Q1: 22,792 shares; 2025Q2: 10,881 shares; 2025Q3: 10,951 shares; 2025Q4: 10,818 shares; 2026Q1: 11,580 shares; 2026Q2: 12,000 shares 12,000 $604K 0.35% +420 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 71,694 shares; 2024Q4: 73,777 shares; 2025Q1: 74,805 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,050 shares; 2026Q1: 2,922 shares; 2026Q2: 4,598 shares 4,598 $572K 0.33% +1,676 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 737 shares 737 $562K 0.32% new Timeline JPEM 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: 24,723 shares; 2024Q4: 25,534 shares; 2025Q1: 26,201 shares; 2025Q2: 28,133 shares; 2025Q3: 29,346 shares; 2025Q4: 32,480 shares; 2026Q1: 10,491 shares; 2026Q2: 8,947 shares 8,947 $562K 0.32% -1,544 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 861 shares; 2024Q4: 1,116 shares; 2025Q1: 1,119 shares; 2025Q2: 1,134 shares; 2025Q3: 1,134 shares; 2025Q4: 1,134 shares; 2026Q1: 1,134 shares; 2026Q2: 1,134 shares 1,134 $561K 0.32% 0 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,539 shares; 2024Q4: 1,469 shares; 2025Q1: 1,614 shares; 2025Q2: 1,602 shares; 2025Q3: 1,591 shares; 2025Q4: 1,469 shares; 2026Q1: 1,451 shares; 2026Q2: 1,434 shares 1,434 $435K 0.25% -17 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: 717 shares; 2024Q4: 736 shares; 2025Q1: 752 shares; 2025Q2: 757 shares; 2025Q3: 753 shares; 2025Q4: 743 shares; 2026Q1: 763 shares; 2026Q2: 763 shares 763 $430K 0.25% 0 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: 1,324 shares; 2024Q4: 1,381 shares; 2025Q1: 1,522 shares; 2025Q2: 1,628 shares; 2025Q3: 1,523 shares; 2025Q4: 1,535 shares; 2026Q1: 1,644 shares; 2026Q2: 1,774 shares 1,774 $423K 0.24% +130 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; 2024Q3: 4,573 shares; 2024Q4: 4,573 shares; 2025Q1: 4,576 shares; 2025Q2: 4,570 shares; 2025Q3: 4,455 shares; 2025Q4: 4,455 shares; 2026Q1: 4,455 shares; 2026Q2: 5,036 shares 5,036 $409K 0.24% +581 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,700 shares; 2024Q4: 1,739 shares; 2025Q1: 1,779 shares; 2025Q2: 1,786 shares; 2025Q3: 1,805 shares; 2025Q4: 1,683 shares; 2026Q1: 1,862 shares; 2026Q2: 1,858 shares 1,858 $405K 0.23% -4 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 240 shares; 2026Q1: 275 shares; 2026Q2: 337 shares 337 $404K 0.23% +62 Timeline FALN 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: 13,275 shares; 2026Q1: 13,975 shares; 2026Q2: 14,818 shares 14,818 $404K 0.23% +843 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,571 shares; 2024Q4: 6,571 shares; 2025Q1: 6,571 shares; 2025Q2: 6,571 shares; 2025Q3: 6,571 shares; 2025Q4: 6,571 shares; 2026Q1: 6,571 shares; 2026Q2: 5,071 shares 5,071 $387K 0.22% -1,500 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 332 shares; 2025Q4: 405 shares; 2026Q1: 405 shares; 2026Q2: 556 shares 556 $382K 0.22% +151 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,701 shares; 2025Q3: 2,701 shares; 2025Q4: 2,386 shares; 2026Q1: 2,386 shares; 2026Q2: 2,386 shares 2,386 $336K 0.19% 0 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,993 shares; 2026Q2: 3,521 shares 3,521 $309K 0.18% +528 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: 451 shares; 2024Q4: 451 shares; 2025Q1: 451 shares; 2025Q2: 451 shares; 2025Q3: 451 shares; 2025Q4: 407 shares; 2026Q1: 407 shares; 2026Q2: 407 shares 407 $305K 0.18% 0 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 512 shares; 2025Q4: 664 shares; 2026Q1: 719 shares; 2026Q2: 724 shares 724 $305K 0.18% +5 Timeline FLSP 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: 48,956 shares; 2025Q3: 53,434 shares; 2025Q4: 63,593 shares; 2026Q1: 16,897 shares; 2026Q2: 10,699 shares 10,699 $296K 0.17% -6,198 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: 4,991 shares; 2024Q4: 4,991 shares; 2025Q1: 4,697 shares; 2025Q2: 3,853 shares; 2025Q3: 3,438 shares; 2025Q4: 3,443 shares; 2026Q1: 3,158 shares; 2026Q2: 3,358 shares 3,358 $295K 0.17% +200 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: 434 shares; 2024Q4: 444 shares; 2025Q1: 510 shares; 2025Q2: 484 shares; 2025Q3: 475 shares; 2025Q4: 400 shares; 2026Q1: 385 shares; 2026Q2: 385 shares 385 $284K 0.16% 0 Timeline SMMU 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: 60,709 shares; 2024Q4: 64,979 shares; 2025Q1: 66,802 shares; 2025Q2: 62,003 shares; 2025Q3: 63,063 shares; 2025Q4: 56,387 shares; 2026Q1: 11,421 shares; 2026Q2: 5,600 shares 5,600 $283K 0.16% -5,821 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: 5,085 shares; 2024Q4: 7,356 shares; 2025Q1: 7,633 shares; 2025Q2: 6,868 shares; 2025Q3: 6,527 shares; 2025Q4: 6,655 shares; 2026Q1: 4,126 shares; 2026Q2: 3,947 shares 3,947 $281K 0.16% -179 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,662 shares; 2024Q4: 3,662 shares; 2025Q1: 3,578 shares; 2025Q2: 3,588 shares; 2025Q3: 3,588 shares; 2025Q4: 3,718 shares; 2026Q1: 3,518 shares; 2026Q2: 3,643 shares 3,643 $278K 0.16% +125 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,420 shares; 2025Q3: 7,420 shares; 2025Q4: 7,420 shares; 2026Q1: 7,420 shares; 2026Q2: 7,420 shares 7,420 $273K 0.16% 0 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: 245 shares; 2024Q4: 250 shares; 2025Q1: 255 shares; 2025Q2: 257 shares; 2025Q3: 257 shares; 2025Q4: 294 shares; 2026Q1: 295 shares; 2026Q2: 280 shares 280 $262K 0.15% -15 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,190 shares; 2024Q4: 63,740 shares; 2025Q1: 65,181 shares; 2025Q2: 60,886 shares; 2025Q3: 61,423 shares; 2025Q4: 55,515 shares; 2026Q1: 10,693 shares; 2026Q2: 4,880 shares 4,880 $247K 0.14% -5,813 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,332 shares; 2025Q1: 3,332 shares; 2025Q2: 3,352 shares; 2025Q3: 3,327 shares; 2025Q4: 3,307 shares; 2026Q1: 3,307 shares; 2026Q2: 2,722 shares 2,722 $225K 0.13% -585 Timeline HMOP HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED 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: 63,484 shares; 2025Q4: 54,185 shares; 2026Q1: 11,611 shares; 2026Q2: 5,607 shares 5,607 $219K 0.13% -6,004 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,520 shares 2,520 $217K 0.12% new Timeline QCRH QCR HLDGS INC More: the full row for QCR HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,191 shares 2,191 $213K 0.12% new Timeline FNDE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,332 shares 5,332 $212K 0.12% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 555 shares 555 $207K 0.12% new Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 955 shares 955 $207K 0.12% new Timeline