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; 2022Q4: 37,080 shares; 2023Q1: 39,351 shares; 2023Q2: 35,297 shares; 2023Q3: 32,763 shares; 2023Q4: 33,476 shares; 2024Q1: 34,900 shares; 2024Q2: 36,783 shares; 2024Q3: 39,833 shares 39,833 $15.3M 5.67% +3,050 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; 2022Q4: 43,432 shares; 2023Q1: 61,861 shares; 2023Q2: 70,283 shares; 2023Q3: 139,190 shares; 2023Q4: 141,823 shares; 2024Q1: 196,271 shares; 2024Q2: 242,705 shares; 2024Q3: 333,069 shares 333,069 $15.1M 5.58% +90,364 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 209,737 shares; 2023Q1: 239,697 shares; 2023Q2: 236,184 shares; 2023Q3: 142,465 shares; 2023Q4: 146,021 shares; 2024Q1: 156,528 shares; 2024Q2: 169,438 shares; 2024Q3: 217,793 shares 217,793 $12.9M 4.78% +48,355 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 37,271 shares; 2023Q1: 40,884 shares; 2023Q2: 42,850 shares; 2023Q3: 56,414 shares; 2023Q4: 55,215 shares; 2024Q1: 58,326 shares; 2024Q2: 106,314 shares; 2024Q3: 121,070 shares 121,070 $11M 4.07% +14,756 Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 11,700 shares; 2023Q3: 223,755 shares; 2023Q4: 270,533 shares; 2024Q1: 329,309 shares; 2024Q2: 376,471 shares; 2024Q3: 403,556 shares 403,556 $9.94M 3.68% +27,085 Timeline LDSF 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; 2022Q4: 411,833 shares; 2023Q1: 442,700 shares; 2023Q2: 572,847 shares; 2023Q3: 417,436 shares; 2023Q4: 414,620 shares; 2024Q1: 381,770 shares; 2024Q2: 446,407 shares; 2024Q3: 512,084 shares 512,084 $9.81M 3.64% +65,677 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; 2022Q4: 49,876 shares; 2023Q1: 52,285 shares; 2023Q2: 48,171 shares; 2023Q3: 47,719 shares; 2023Q4: 51,243 shares; 2024Q1: 56,199 shares; 2024Q2: 58,851 shares; 2024Q3: 63,602 shares 63,602 $8.16M 3.02% +4,751 Timeline DNL WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 120,677 shares; 2023Q1: 141,608 shares; 2023Q2: 134,990 shares; 2023Q3: 150,247 shares; 2023Q4: 160,983 shares; 2024Q1: 176,216 shares; 2024Q2: 185,171 shares; 2024Q3: 203,241 shares 203,241 $8.01M 2.97% +18,070 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 66,642 shares; 2023Q1: 76,459 shares; 2023Q2: 73,194 shares; 2023Q3: 79,245 shares; 2023Q4: 84,414 shares; 2024Q1: 90,451 shares; 2024Q2: 95,526 shares; 2024Q3: 103,508 shares 103,508 $7.55M 2.8% +7,982 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; 2022Q4: 126,494 shares; 2023Q1: 144,495 shares; 2023Q2: 136,743 shares; 2023Q3: 147,400 shares; 2023Q4: 156,879 shares; 2024Q1: 170,118 shares; 2024Q2: 178,240 shares; 2024Q3: 197,311 shares 197,311 $7.41M 2.75% +19,071 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; 2022Q4: 11,814 shares; 2023Q1: 14,193 shares; 2023Q2: 13,493 shares; 2023Q3: 14,858 shares; 2023Q4: 15,887 shares; 2024Q1: 17,408 shares; 2024Q2: 18,477 shares; 2024Q3: 26,937 shares 26,937 $7.11M 2.63% +8,460 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 8,703 shares; 2023Q1: 15,154 shares; 2023Q2: 12,141 shares; 2023Q3: 12,210 shares; 2023Q4: 14,220 shares; 2024Q1: 14,273 shares; 2024Q2: 20,133 shares; 2024Q3: 91,173 shares 91,173 $5.46M 2.02% +71,040 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 25,912 shares; 2023Q4: 26,980 shares; 2024Q1: 31,595 shares; 2024Q2: 41,258 shares; 2024Q3: 46,957 shares 46,957 $5.13M 1.9% +5,699 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; 2022Q4: 18,833 shares; 2023Q1: 21,363 shares; 2023Q2: 20,846 shares; 2023Q3: 22,105 shares; 2023Q4: 23,474 shares; 2024Q1: 25,249 shares; 2024Q2: 27,437 shares; 2024Q3: 28,600 shares 28,600 $4.99M 1.85% +1,163 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; 2022Q4: 84,706 shares; 2023Q1: 99,631 shares; 2023Q2: 93,727 shares; 2023Q3: 106,001 shares; 2023Q4: 114,626 shares; 2024Q1: 92,088 shares; 2024Q2: 85,414 shares; 2024Q3: 91,116 shares 91,116 $4.69M 1.74% +5,702 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; 2022Q4: 625 shares; 2023Q1: 711 shares; 2023Q2: 830 shares; 2023Q3: 829 shares; 2023Q4: 979 shares; 2024Q1: 1,197 shares; 2024Q2: 1,408 shares; 2024Q3: 8,114 shares 8,114 $4.28M 1.59% +6,706 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 17,516 shares; 2023Q1: 17,806 shares; 2023Q2: 17,195 shares; 2023Q3: 16,980 shares; 2023Q4: 16,775 shares; 2024Q1: 17,328 shares; 2024Q2: 17,499 shares; 2024Q3: 18,256 shares 18,256 $4.25M 1.58% +757 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; 2022Q4: not reported; 2023Q1: 21,339 shares; 2023Q2: 26,153 shares; 2023Q3: 45,851 shares; 2023Q4: 48,654 shares; 2024Q1: 80,944 shares; 2024Q2: 84,127 shares; 2024Q3: 90,682 shares 90,682 $4.22M 1.56% +6,555 Timeline SPEM 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; 2022Q4: 69,445 shares; 2023Q1: 70,833 shares; 2023Q2: 64,250 shares; 2023Q3: 62,592 shares; 2023Q4: 67,261 shares; 2024Q1: 74,403 shares; 2024Q2: 78,027 shares; 2024Q3: 87,915 shares 87,915 $3.63M 1.34% +9,888 Timeline XSOE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 84,341 shares; 2023Q1: 86,971 shares; 2023Q2: 78,962 shares; 2023Q3: 77,563 shares; 2023Q4: 83,649 shares; 2024Q1: 92,253 shares; 2024Q2: 97,194 shares; 2024Q3: 106,393 shares 106,393 $3.51M 1.3% +9,199 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: 28,518 shares; 2023Q2: 39,220 shares; 2023Q3: 55,218 shares; 2023Q4: 59,459 shares; 2024Q1: 65,817 shares; 2024Q2: 70,779 shares; 2024Q3: 76,482 shares 76,482 $3.21M 1.19% +5,703 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; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 91,243 shares 91,243 $3.13M 1.16% new Timeline FPE 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; 2022Q4: 63,181 shares; 2023Q1: 95,239 shares; 2023Q2: 105,913 shares; 2023Q3: 100,625 shares; 2023Q4: 101,440 shares; 2024Q1: 108,709 shares; 2024Q2: 129,513 shares; 2024Q3: 164,212 shares 164,212 $2.97M 1.1% +34,699 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 6,873 shares; 2023Q1: 7,004 shares; 2023Q2: 6,357 shares; 2023Q3: 5,570 shares; 2023Q4: 4,764 shares; 2024Q1: 4,833 shares; 2024Q2: 5,239 shares; 2024Q3: 6,534 shares 6,534 $2.81M 1.04% +1,295 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: 1,088 shares; 2023Q2: 837 shares; 2023Q3: 689 shares; 2023Q4: 1,369 shares; 2024Q1: 1,608 shares; 2024Q2: 21,431 shares; 2024Q3: 21,792 shares 21,792 $2.65M 0.98% +361 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: 30,306 shares; 2023Q2: 36,968 shares; 2023Q3: 65,714 shares; 2023Q4: 70,164 shares; 2024Q1: 77,168 shares; 2024Q2: 56,077 shares; 2024Q3: 69,552 shares 69,552 $2.53M 0.94% +13,475 Timeline FEMS FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: 17,572 shares; 2023Q2: 21,645 shares; 2023Q3: 41,678 shares; 2023Q4: 45,753 shares; 2024Q1: 51,669 shares; 2024Q2: 54,515 shares; 2024Q3: 61,574 shares 61,574 $2.53M 0.94% +7,059 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: 22,877 shares; 2023Q2: 27,277 shares; 2023Q3: 26,978 shares; 2023Q4: 25,379 shares; 2024Q1: 25,367 shares; 2024Q2: 24,322 shares; 2024Q3: 48,529 shares 48,529 $2.4M 0.89% +24,207 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 9,150 shares; 2023Q1: 9,729 shares; 2023Q2: 8,750 shares; 2023Q3: 8,686 shares; 2023Q4: 9,346 shares; 2024Q1: 10,207 shares; 2024Q2: 7,955 shares; 2024Q3: 8,508 shares 8,508 $2.27M 0.84% +553 Timeline LGOV FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 34,832 shares; 2024Q2: 52,445 shares; 2024Q3: 99,265 shares 99,265 $2.22M 0.82% +46,820 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; 2022Q4: 11,254 shares; 2023Q1: 11,380 shares; 2023Q2: 11,213 shares; 2023Q3: 10,596 shares; 2023Q4: 11,261 shares; 2024Q1: 10,978 shares; 2024Q2: 11,117 shares; 2024Q3: 11,811 shares 11,811 $2.2M 0.82% +694 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; 2022Q4: 2,029 shares; 2023Q1: 1,527 shares; 2023Q2: 1,425 shares; 2023Q3: 1,431 shares; 2023Q4: 1,456 shares; 2024Q1: 1,449 shares; 2024Q2: 1,541 shares; 2024Q3: 4,328 shares 4,328 $2.11M 0.78% +2,787 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; 2022Q4: 1,732 shares; 2023Q1: 2,010 shares; 2023Q2: 1,688 shares; 2023Q3: 2,325 shares; 2023Q4: 2,763 shares; 2024Q1: 2,962 shares; 2024Q2: 2,862 shares; 2024Q3: 6,980 shares 6,980 $1.98M 0.73% +4,118 Timeline KNG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 10,560 shares; 2024Q1: 14,744 shares; 2024Q2: 18,460 shares; 2024Q3: 31,447 shares 31,447 $1.71M 0.63% +12,987 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 12,810 shares 12,810 $1.69M 0.63% new Timeline XSVM 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; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 28,055 shares 28,055 $1.54M 0.57% new Timeline FSTA FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: 7,941 shares; 2023Q2: 7,763 shares; 2023Q3: 16,783 shares; 2023Q4: 20,514 shares; 2024Q1: 22,097 shares; 2024Q2: 23,548 shares; 2024Q3: 28,824 shares 28,824 $1.47M 0.55% +5,276 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; 2022Q4: 1,871 shares; 2023Q1: 1,916 shares; 2023Q2: 1,852 shares; 2023Q3: 1,635 shares; 2023Q4: 1,785 shares; 2024Q1: 1,701 shares; 2024Q2: 1,688 shares; 2024Q3: 1,593 shares 1,593 $1.41M 0.52% -95 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; 2022Q4: 5,357 shares; 2023Q1: 5,460 shares; 2023Q2: 5,157 shares; 2023Q3: 4,930 shares; 2023Q4: 4,819 shares; 2024Q1: 4,565 shares; 2024Q2: 10,745 shares; 2024Q3: 12,034 shares 12,034 $1.41M 0.52% +1,289 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 15,871 shares; 2024Q3: 45,095 shares 45,095 $1.35M 0.5% +29,224 Timeline FTHI FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 13,750 shares; 2024Q2: 26,756 shares; 2024Q3: 55,858 shares 55,858 $1.29M 0.48% +29,102 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 8,380 shares; 2024Q2: 11,229 shares; 2024Q3: 12,762 shares 12,762 $1.29M 0.48% +1,533 Timeline FHLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 10,012 shares; 2023Q4: 12,113 shares; 2024Q1: 13,021 shares; 2024Q2: 14,184 shares; 2024Q3: 17,411 shares 17,411 $1.27M 0.47% +3,227 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 1,774 shares; 2023Q1: 1,759 shares; 2023Q2: 1,763 shares; 2023Q3: 1,738 shares; 2023Q4: 1,739 shares; 2024Q1: 1,740 shares; 2024Q2: 1,766 shares; 2024Q3: 1,781 shares 1,781 $1.26M 0.47% +15 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; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 3,277 shares; 2023Q4: 3,277 shares; 2024Q1: 2,948 shares; 2024Q2: 2,906 shares; 2024Q3: 14,785 shares 14,785 $1.24M 0.46% +11,879 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 21,496 shares 21,496 $1.23M 0.46% new Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 5,902 shares; 2023Q1: 5,797 shares; 2023Q2: 5,272 shares; 2023Q3: 5,447 shares; 2023Q4: 5,452 shares; 2024Q1: 6,434 shares; 2024Q2: 6,318 shares; 2024Q3: 7,382 shares 7,382 $1.22M 0.45% +1,064 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 6,432 shares; 2023Q1: 10,611 shares; 2023Q2: 9,108 shares; 2023Q3: 11,261 shares; 2023Q4: 12,199 shares; 2024Q1: 12,535 shares; 2024Q2: 15,802 shares; 2024Q3: 18,892 shares 18,892 $1.12M 0.41% +3,090 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 8,297 shares; 2024Q1: 8,297 shares; 2024Q2: 8,504 shares; 2024Q3: 21,843 shares 21,843 $1.12M 0.41% +13,339 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; 2022Q4: 2,353 shares; 2023Q1: 2,548 shares; 2023Q2: 2,540 shares; 2023Q3: 2,355 shares; 2023Q4: 2,525 shares; 2024Q1: 2,595 shares; 2024Q2: 2,648 shares; 2024Q3: 2,680 shares 2,680 $1.09M 0.4% +32 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 3,125 shares; 2024Q2: 3,468 shares; 2024Q3: 4,449 shares 4,449 $1.08M 0.4% +981 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 3,946 shares; 2024Q1: 7,837 shares; 2024Q2: 7,897 shares; 2024Q3: 7,885 shares 7,885 $1.08M 0.4% -12 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; 2022Q4: 3,426 shares; 2023Q1: 3,453 shares; 2023Q2: 3,328 shares; 2023Q3: 3,014 shares; 2023Q4: 3,369 shares; 2024Q1: 4,394 shares; 2024Q2: 4,765 shares; 2024Q3: 4,906 shares 4,906 $1.03M 0.38% +141 Timeline FICS FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 27,469 shares 27,469 $1.03M 0.38% 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; 2022Q4: 4,033 shares; 2023Q1: 6,115 shares; 2023Q2: 6,205 shares; 2023Q3: 5,715 shares; 2023Q4: 5,965 shares; 2024Q1: 5,712 shares; 2024Q2: 5,863 shares; 2024Q3: 5,840 shares 5,840 $993K 0.37% -23 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; 2022Q4: 1,726 shares; 2023Q1: 1,809 shares; 2023Q2: 1,839 shares; 2023Q3: 1,640 shares; 2023Q4: 1,582 shares; 2024Q1: 1,720 shares; 2024Q2: 1,807 shares; 2024Q3: 2,058 shares 2,058 $947K 0.35% +251 Timeline EIPX FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 30,739 shares; 2024Q3: 38,282 shares 38,282 $926K 0.34% +7,543 Timeline GFEB 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; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 25,170 shares; 2024Q2: 25,170 shares; 2024Q3: 25,170 shares 25,170 $919K 0.34% 0 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 970 shares; 2023Q1: 977 shares; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 14,202 shares 14,202 $885K 0.33% new Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 11,702 shares; 2023Q1: 11,752 shares; 2023Q2: 11,533 shares; 2023Q3: 8,127 shares; 2023Q4: 8,271 shares; 2024Q1: 5,416 shares; 2024Q2: 5,196 shares; 2024Q3: 5,273 shares 5,273 $884K 0.33% +77 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 9,700 shares; 2023Q1: 9,479 shares; 2023Q2: 9,386 shares; 2023Q3: 9,352 shares; 2023Q4: 9,007 shares; 2024Q1: 8,780 shares; 2024Q2: 8,824 shares; 2024Q3: 11,220 shares 11,220 $876K 0.32% +2,396 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 4,539 shares; 2023Q1: 4,182 shares; 2023Q2: 4,202 shares; 2023Q3: 4,590 shares; 2023Q4: 4,192 shares; 2024Q1: 4,127 shares; 2024Q2: 4,866 shares; 2024Q3: 5,699 shares 5,699 $839K 0.31% +833 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 1,704 shares; 2023Q1: 1,781 shares; 2023Q2: 1,986 shares; 2023Q3: 1,686 shares; 2023Q4: 1,665 shares; 2024Q1: 1,684 shares; 2024Q2: 1,588 shares; 2024Q3: 1,452 shares 1,452 $838K 0.31% -136 Timeline FTLS 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; 2022Q4: 22,376 shares; 2023Q1: 22,378 shares; 2023Q2: 22,279 shares; 2023Q3: 18,881 shares; 2023Q4: 16,272 shares; 2024Q1: 13,574 shares; 2024Q2: 14,276 shares; 2024Q3: 13,178 shares 13,178 $836K 0.31% -1,098 Timeline PTLC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 4,832 shares; 2024Q3: 15,825 shares 15,825 $832K 0.31% +10,993 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 1,793 shares; 2023Q1: 1,729 shares; 2023Q2: 1,666 shares; 2023Q3: 1,714 shares; 2023Q4: 2,723 shares; 2024Q1: 2,589 shares; 2024Q2: 2,833 shares; 2024Q3: 3,118 shares 3,118 $816K 0.3% +285 Timeline FMB 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; 2022Q4: 17,712 shares; 2023Q1: 13,521 shares; 2023Q2: 13,221 shares; 2023Q3: 9,622 shares; 2023Q4: 8,322 shares; 2024Q1: 8,323 shares; 2024Q2: 8,252 shares; 2024Q3: 15,634 shares 15,634 $812K 0.3% +7,382 Timeline SDVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 16,669 shares; 2024Q1: 26,863 shares; 2024Q2: 31,859 shares; 2024Q3: 35,896 shares 35,896 $792K 0.29% +4,037 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 9,656 shares; 2023Q1: 9,890 shares; 2023Q2: 9,748 shares; 2023Q3: 7,622 shares; 2023Q4: 7,894 shares; 2024Q1: 5,385 shares; 2024Q2: 5,559 shares; 2024Q3: 5,945 shares 5,945 $786K 0.29% +386 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; 2022Q4: 5,234 shares; 2023Q1: 5,454 shares; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 2,402 shares; 2024Q2: 7,376 shares; 2024Q3: 7,502 shares 7,502 $782K 0.29% +126 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 2,095 shares; 2023Q1: 4,402 shares; 2023Q2: 4,846 shares; 2023Q3: 4,482 shares; 2023Q4: 5,562 shares; 2024Q1: 5,941 shares; 2024Q2: 5,194 shares; 2024Q3: 6,341 shares 6,341 $777K 0.29% +1,147 Timeline PSP 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; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 11,272 shares 11,272 $769K 0.28% new Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 10,978 shares; 2023Q1: 10,978 shares; 2023Q2: 10,837 shares; 2023Q3: 10,837 shares; 2023Q4: 10,837 shares; 2024Q1: 13,929 shares; 2024Q2: 14,020 shares; 2024Q3: 10,693 shares 10,693 $768K 0.28% -3,327 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; 2022Q4: 14,565 shares; 2023Q1: 7,692 shares; 2023Q2: 4,365 shares; 2023Q3: not reported; 2023Q4: 4,371 shares; 2024Q1: 4,365 shares; 2024Q2: 4,174 shares; 2024Q3: 14,071 shares 14,071 $743K 0.28% +9,897 Timeline DOGG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 29,479 shares; 2024Q1: 33,991 shares; 2024Q2: 34,721 shares; 2024Q3: 35,433 shares 35,433 $740K 0.27% +712 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 8,865 shares; 2023Q1: 8,815 shares; 2023Q2: 8,815 shares; 2023Q3: 8,920 shares; 2023Q4: 8,829 shares; 2024Q1: 8,700 shares; 2024Q2: 8,710 shares; 2024Q3: 16,208 shares 16,208 $737K 0.27% +7,498 Timeline BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 18,799 shares; 2024Q3: 21,196 shares 21,196 $733K 0.27% +2,397 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 4,255 shares; 2023Q1: 4,351 shares; 2023Q2: 4,333 shares; 2023Q3: 4,019 shares; 2023Q4: 4,856 shares; 2024Q1: 7,281 shares; 2024Q2: 7,421 shares; 2024Q3: 7,553 shares 7,553 $727K 0.27% +132 Timeline XSEP 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; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 18,029 shares 18,029 $692K 0.26% new 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; 2022Q4: 3,273 shares; 2023Q1: 3,244 shares; 2023Q2: 988 shares; 2023Q3: 1,047 shares; 2023Q4: 815 shares; 2024Q1: 743 shares; 2024Q2: 773 shares; 2024Q3: 1,182 shares 1,182 $678K 0.25% +409 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; 2022Q4: 1,492 shares; 2023Q1: 1,404 shares; 2023Q2: 1,399 shares; 2023Q3: 1,271 shares; 2023Q4: 1,270 shares; 2024Q1: 1,159 shares; 2024Q2: 1,148 shares; 2024Q3: 1,158 shares 1,158 $677K 0.25% +10 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 16,963 shares; 2023Q1: 16,888 shares; 2023Q2: 10,430 shares; 2023Q3: 10,541 shares; 2023Q4: 10,462 shares; 2024Q1: 12,224 shares; 2024Q2: 12,801 shares; 2024Q3: 16,943 shares 16,943 $672K 0.25% +4,142 Timeline OMFS 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; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 16,756 shares 16,756 $663K 0.25% new Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 264 shares; 2023Q1: 229 shares; 2023Q2: 225 shares; 2023Q3: 225 shares; 2023Q4: 225 shares; 2024Q1: 225 shares; 2024Q2: 11,500 shares; 2024Q3: 11,472 shares 11,472 $661K 0.24% -28 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 1,855 shares; 2023Q1: 1,777 shares; 2023Q2: 1,880 shares; 2023Q3: 1,626 shares; 2023Q4: 1,669 shares; 2024Q1: 1,718 shares; 2024Q2: 1,657 shares; 2024Q3: 1,669 shares 1,669 $649K 0.24% +12 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; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 696 shares; 2024Q3: 1,090 shares 1,090 $624K 0.23% +394 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 3,014 shares; 2023Q1: 2,994 shares; 2023Q2: 2,281 shares; 2023Q3: 1,826 shares; 2023Q4: 2,010 shares; 2024Q1: 2,205 shares; 2024Q2: 2,199 shares; 2024Q3: 2,257 shares 2,257 $621K 0.23% +58 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 2,281 shares; 2023Q1: 2,335 shares; 2023Q2: 2,301 shares; 2023Q3: 2,241 shares; 2023Q4: 2,412 shares; 2024Q1: 6,311 shares; 2024Q2: 7,382 shares; 2024Q3: 7,674 shares 7,674 $620K 0.23% +292 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; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 7,298 shares 7,298 $617K 0.23% new Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 6,402 shares; 2024Q3: 8,087 shares 8,087 $604K 0.22% +1,685 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 1,617 shares; 2023Q1: 1,569 shares; 2023Q2: 1,297 shares; 2023Q3: 1,080 shares; 2023Q4: 1,057 shares; 2024Q1: 1,075 shares; 2024Q2: 1,027 shares; 2024Q3: 1,167 shares 1,167 $576K 0.21% +140 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,301 shares; 2024Q1: 1,884 shares; 2024Q2: 1,939 shares; 2024Q3: 2,096 shares 2,096 $574K 0.21% +157 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 1,061 shares; 2023Q1: 1,045 shares; 2023Q2: 1,030 shares; 2023Q3: 834 shares; 2023Q4: 860 shares; 2024Q1: 842 shares; 2024Q2: 723 shares; 2024Q3: 2,752 shares 2,752 $567K 0.21% +2,029 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 3,056 shares 3,056 $548K 0.2% new Timeline BUFD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 21,552 shares 21,552 $540K 0.2% new Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 6,638 shares; 2024Q3: 6,480 shares 6,480 $521K 0.19% -158 Timeline HYLS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 41,899 shares; 2023Q1: 32,076 shares; 2023Q2: 19,334 shares; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 11,848 shares 11,848 $497K 0.18% new Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 526 shares; 2023Q1: 512 shares; 2023Q2: 567 shares; 2023Q3: 470 shares; 2023Q4: 612 shares; 2024Q1: 601 shares; 2024Q2: 583 shares; 2024Q3: 569 shares 569 $474K 0.18% -14 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 4,773 shares 4,773 $456K 0.17% new 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; 2022Q4: 930 shares; 2023Q1: 703 shares; 2023Q2: 664 shares; 2023Q3: 759 shares; 2023Q4: 772 shares; 2024Q1: 1,111 shares; 2024Q2: 1,145 shares; 2024Q3: 770 shares 770 $450K 0.17% -375 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 1,491 shares; 2023Q1: 1,515 shares; 2023Q2: 1,441 shares; 2023Q3: 1,424 shares; 2023Q4: 1,425 shares; 2024Q1: 1,392 shares; 2024Q2: 1,320 shares; 2024Q3: 1,103 shares 1,103 $448K 0.17% -217 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; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 18,019 shares; 2024Q3: 15,719 shares 15,719 $447K 0.17% -2,300 Timeline PR PERMIAN RESOURCES CORP More: the full row for PERMIAN RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 31,373 shares; 2023Q4: 31,492 shares; 2024Q1: 31,584 shares; 2024Q2: 32,167 shares; 2024Q3: 32,298 shares 32,298 $440K 0.16% +131 Timeline DFSD DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 9,151 shares 9,151 $437K 0.16% new Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 7,997 shares; 2023Q1: 9,189 shares; 2023Q2: 8,737 shares; 2023Q3: 8,702 shares; 2023Q4: 7,219 shares; 2024Q1: 12,377 shares; 2024Q2: 13,198 shares; 2024Q3: 15,048 shares 15,048 $435K 0.16% +1,850 Timeline FYX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 4,374 shares 4,374 $435K 0.16% 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; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 193 shares; 2024Q3: 2,521 shares 2,521 $435K 0.16% +2,328 Timeline TDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 17,310 shares 17,310 $433K 0.16% new Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 9,774 shares 9,774 $422K 0.16% new Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,886 shares 1,886 $417K 0.15% new Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 8,109 shares; 2023Q1: 5,157 shares; 2023Q2: 4,429 shares; 2023Q3: 4,343 shares; 2023Q4: 4,170 shares; 2024Q1: 4,095 shares; 2024Q2: 3,886 shares; 2024Q3: 3,239 shares 3,239 $409K 0.15% -647 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 2,819 shares; 2023Q1: 2,883 shares; 2023Q2: 2,882 shares; 2023Q3: 2,384 shares; 2023Q4: 2,287 shares; 2024Q1: 2,060 shares; 2024Q2: 1,861 shares; 2024Q3: 1,977 shares 1,977 $408K 0.15% +116 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 1,556 shares; 2023Q1: 1,457 shares; 2023Q2: 1,452 shares; 2023Q3: 1,212 shares; 2023Q4: 1,343 shares; 2024Q1: 1,270 shares; 2024Q2: 1,292 shares; 2024Q3: 1,330 shares 1,330 $405K 0.15% +38 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 1,007 shares; 2023Q1: 1,026 shares; 2023Q2: 1,016 shares; 2023Q3: 728 shares; 2023Q4: 676 shares; 2024Q1: 718 shares; 2024Q2: 738 shares; 2024Q3: 776 shares 776 $402K 0.15% +38 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; 2022Q4: 3,122 shares; 2023Q1: 3,020 shares; 2023Q2: 3,045 shares; 2023Q3: not reported; 2023Q4: 4,315 shares; 2024Q1: 4,001 shares; 2024Q2: 3,876 shares; 2024Q3: 4,686 shares 4,686 $396K 0.15% +810 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 22,399 shares; 2023Q1: 23,625 shares; 2023Q2: 23,355 shares; 2023Q3: 30,173 shares; 2023Q4: 29,712 shares; 2024Q1: 26,351 shares; 2024Q2: 27,087 shares; 2024Q3: 17,991 shares 17,991 $396K 0.15% -9,096 Timeline FNX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 3,353 shares 3,353 $393K 0.15% new Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 4,232 shares; 2023Q1: 4,148 shares; 2023Q2: 4,101 shares; 2023Q3: 3,168 shares; 2023Q4: 3,483 shares; 2024Q1: 3,499 shares; 2024Q2: 3,429 shares; 2024Q3: 3,311 shares 3,311 $389K 0.14% -118 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; 2022Q4: 720 shares; 2023Q1: 701 shares; 2023Q2: 685 shares; 2023Q3: 579 shares; 2023Q4: 544 shares; 2024Q1: 515 shares; 2024Q2: 472 shares; 2024Q3: 624 shares 624 $386K 0.14% +152 Timeline XJUL 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; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 10,867 shares 10,867 $380K 0.14% new Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 1,487 shares; 2023Q1: 1,483 shares; 2023Q2: 1,483 shares; 2023Q3: 1,468 shares; 2023Q4: 1,458 shares; 2024Q1: 1,458 shares; 2024Q2: 1,473 shares; 2024Q3: 1,479 shares 1,479 $368K 0.14% +6 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 2,146 shares; 2023Q1: 2,897 shares; 2023Q2: 2,902 shares; 2023Q3: 2,367 shares; 2023Q4: 2,773 shares; 2024Q1: 2,568 shares; 2024Q2: 2,596 shares; 2024Q3: 2,971 shares 2,971 $365K 0.14% +375 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 4,691 shares; 2023Q1: 5,007 shares; 2023Q2: 5,243 shares; 2023Q3: 6,007 shares; 2023Q4: 5,167 shares; 2024Q1: 4,283 shares; 2024Q2: 4,362 shares; 2024Q3: 3,122 shares 3,122 $360K 0.13% -1,240 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 791 shares; 2024Q1: 696 shares; 2024Q2: 654 shares; 2024Q3: 774 shares 774 $360K 0.13% +120 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; 2022Q4: not reported; 2023Q1: 1,717 shares; 2023Q2: 1,717 shares; 2023Q3: 1,315 shares; 2023Q4: 1,460 shares; 2024Q1: 1,312 shares; 2024Q2: 1,292 shares; 2024Q3: 1,204 shares 1,204 $359K 0.13% -88 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 9,862 shares; 2023Q1: 9,699 shares; 2023Q2: 9,960 shares; 2023Q3: 10,241 shares; 2023Q4: 11,073 shares; 2024Q1: 8,774 shares; 2024Q2: 11,138 shares; 2024Q3: 7,967 shares 7,967 $358K 0.13% -3,171 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 18,580 shares; 2023Q1: 11,962 shares; 2023Q2: 8,427 shares; 2023Q3: 1,423 shares; 2023Q4: 1,498 shares; 2024Q1: 1,464 shares; 2024Q2: 1,922 shares; 2024Q3: 1,756 shares 1,756 $353K 0.13% -166 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 3,636 shares; 2023Q1: 3,636 shares; 2023Q2: 3,636 shares; 2023Q3: 3,636 shares; 2023Q4: 4,090 shares; 2024Q1: 3,636 shares; 2024Q2: 3,636 shares; 2024Q3: 3,636 shares 3,636 $348K 0.13% 0 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; 2022Q4: 7,551 shares; 2023Q1: 7,578 shares; 2023Q2: 7,852 shares; 2023Q3: 9,062 shares; 2023Q4: 8,154 shares; 2024Q1: 7,052 shares; 2024Q2: 6,882 shares; 2024Q3: 4,811 shares 4,811 $346K 0.13% -2,071 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 3,077 shares; 2023Q1: 2,773 shares; 2023Q2: 2,457 shares; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 3,694 shares 3,694 $346K 0.13% new Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,580 shares; 2024Q3: 1,410 shares 1,410 $343K 0.13% -170 Timeline RSPN 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; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 6,508 shares 6,508 $333K 0.12% new Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 2,652 shares; 2024Q2: 2,838 shares; 2024Q3: 2,719 shares 2,719 $324K 0.12% -119 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; 2022Q4: 5,454 shares; 2023Q1: 11,505 shares; 2023Q2: 12,636 shares; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,523 shares 2,523 $323K 0.12% new Timeline BLOK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 8,246 shares 8,246 $309K 0.11% new Timeline BIBL NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 7,452 shares; 2023Q1: 7,452 shares; 2023Q2: 7,459 shares; 2023Q3: 7,466 shares; 2023Q4: 7,482 shares; 2024Q1: 7,482 shares; 2024Q2: 7,488 shares; 2024Q3: 7,494 shares 7,494 $305K 0.11% +6 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 1,121 shares; 2023Q3: not reported; 2023Q4: 1,434 shares; 2024Q1: 1,352 shares; 2024Q2: 1,257 shares; 2024Q3: 1,269 shares 1,269 $305K 0.11% +12 Timeline UCON 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; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 10,400 shares; 2024Q3: 12,089 shares 12,089 $304K 0.11% +1,689 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 4,645 shares; 2023Q1: 4,417 shares; 2023Q2: 4,379 shares; 2023Q3: 4,000 shares; 2023Q4: 4,081 shares; 2024Q1: 4,517 shares; 2024Q2: not reported; 2024Q3: 3,092 shares 3,092 $301K 0.11% new Timeline FTQI FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 14,622 shares 14,622 $299K 0.11% new Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 5,917 shares; 2023Q1: 6,097 shares; 2023Q2: 6,568 shares; 2023Q3: 7,353 shares; 2023Q4: 6,320 shares; 2024Q1: 5,409 shares; 2024Q2: 5,153 shares; 2024Q3: 2,910 shares 2,910 $299K 0.11% -2,243 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: 2,430 shares; 2023Q2: 2,455 shares; 2023Q3: 2,691 shares; 2023Q4: 2,365 shares; 2024Q1: 1,957 shares; 2024Q2: 1,970 shares; 2024Q3: 1,495 shares 1,495 $295K 0.11% -475 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 9,900 shares; 2024Q3: 9,900 shares 9,900 $295K 0.11% 0 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,673 shares; 2024Q3: 1,748 shares 1,748 $292K 0.11% +75 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 742 shares; 2024Q1: 814 shares; 2024Q2: 945 shares; 2024Q3: 903 shares 903 $291K 0.11% -42 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; 2022Q4: 6,215 shares; 2023Q1: 6,292 shares; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 6,769 shares; 2024Q1: 5,344 shares; 2024Q2: 5,327 shares; 2024Q3: 4,129 shares 4,129 $280K 0.1% -1,198 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,625 shares 2,625 $279K 0.1% new Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 455 shares; 2024Q1: 409 shares; 2024Q2: not reported; 2024Q3: 439 shares 439 $277K 0.1% new Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 3,699 shares; 2024Q3: 3,057 shares 3,057 $273K 0.1% -642 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,717 shares; 2024Q3: 1,819 shares 1,819 $272K 0.1% +102 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,117 shares; 2024Q3: 1,148 shares 1,148 $267K 0.1% +31 Timeline HISF FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 9,332 shares; 2023Q1: 9,732 shares; 2023Q2: 8,657 shares; 2023Q3: 8,539 shares; 2023Q4: 7,139 shares; 2024Q1: 7,689 shares; 2024Q2: 6,889 shares; 2024Q3: 5,765 shares 5,765 $262K 0.1% -1,124 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 4,255 shares; 2024Q1: 4,444 shares; 2024Q2: 5,146 shares; 2024Q3: 4,184 shares 4,184 $262K 0.1% -962 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; 2022Q4: 2,671 shares; 2023Q1: 2,974 shares; 2023Q2: 3,019 shares; 2023Q3: 3,098 shares; 2023Q4: 2,581 shares; 2024Q1: 2,002 shares; 2024Q2: 1,873 shares; 2024Q3: 1,157 shares 1,157 $256K 0.09% -716 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; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 435 shares 435 $255K 0.09% new Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 7,041 shares; 2023Q1: 11,348 shares; 2023Q2: 11,380 shares; 2023Q3: 13,029 shares; 2023Q4: 11,303 shares; 2024Q1: 9,334 shares; 2024Q2: 8,820 shares; 2024Q3: 5,186 shares 5,186 $253K 0.09% -3,634 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: 1,828 shares; 2023Q2: 1,800 shares; 2023Q3: 1,796 shares; 2023Q4: 1,796 shares; 2024Q1: 1,796 shares; 2024Q2: 1,803 shares; 2024Q3: 1,812 shares 1,812 $253K 0.09% +9 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 10,745 shares; 2023Q1: 11,810 shares; 2023Q2: 12,710 shares; 2023Q3: 14,102 shares; 2023Q4: 12,319 shares; 2024Q1: 9,871 shares; 2024Q2: 9,253 shares; 2024Q3: 5,399 shares 5,399 $246K 0.09% -3,854 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 2,966 shares; 2023Q1: 3,807 shares; 2023Q2: 3,871 shares; 2023Q3: 4,316 shares; 2023Q4: 4,028 shares; 2024Q1: 3,299 shares; 2024Q2: 3,170 shares; 2024Q3: 1,859 shares 1,859 $245K 0.09% -1,311 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 9,406 shares; 2023Q1: 9,627 shares; 2023Q2: 11,937 shares; 2023Q3: 13,833 shares; 2023Q4: 12,885 shares; 2024Q1: 10,679 shares; 2024Q2: 10,114 shares; 2024Q3: 5,666 shares 5,666 $243K 0.09% -4,448 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 597 shares; 2023Q1: 599 shares; 2023Q2: 576 shares; 2023Q3: 477 shares; 2023Q4: 525 shares; 2024Q1: 507 shares; 2024Q2: 476 shares; 2024Q3: 432 shares 432 $240K 0.09% -44 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 6,813 shares; 2023Q1: 6,008 shares; 2023Q2: 5,793 shares; 2023Q3: 6,952 shares; 2023Q4: 6,076 shares; 2024Q1: 4,873 shares; 2024Q2: 4,612 shares; 2024Q3: 2,875 shares 2,875 $237K 0.09% -1,737 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 997 shares; 2024Q3: 1,052 shares 1,052 $235K 0.09% +55 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 488 shares; 2024Q3: 490 shares 490 $234K 0.09% +2 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 9,184 shares; 2023Q1: 9,548 shares; 2023Q2: 8,198 shares; 2023Q3: 12,658 shares; 2023Q4: 11,994 shares; 2024Q1: 9,977 shares; 2024Q2: 9,433 shares; 2024Q3: 5,636 shares 5,636 $231K 0.09% -3,797 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; 2022Q4: 22,296 shares; 2023Q1: 15,445 shares; 2023Q2: 10,137 shares; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 5,132 shares 5,132 $229K 0.08% new Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 6,078 shares; 2023Q1: 6,866 shares; 2023Q2: 6,793 shares; 2023Q3: 8,491 shares; 2023Q4: 7,046 shares; 2024Q1: 5,918 shares; 2024Q2: 5,756 shares; 2024Q3: 3,952 shares 3,952 $228K 0.08% -1,804 Timeline ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 3,300 shares; 2023Q1: 3,350 shares; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,965 shares; 2024Q2: 1,965 shares; 2024Q3: 1,965 shares 1,965 $225K 0.08% 0 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 52 shares 52 $219K 0.08% new Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 422 shares 422 $218K 0.08% new Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 870 shares; 2024Q3: 934 shares 934 $215K 0.08% +64 Timeline ISMD NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 5,628 shares; 2024Q2: not reported; 2024Q3: 5,644 shares 5,644 $214K 0.08% new Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 4,680 shares 4,680 $214K 0.08% new Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 4,771 shares; 2023Q1: 4,502 shares; 2023Q2: 4,026 shares; 2023Q3: 4,339 shares; 2023Q4: 3,378 shares; 2024Q1: 2,554 shares; 2024Q2: 2,901 shares; 2024Q3: 1,869 shares 1,869 $212K 0.08% -1,032 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 1,806 shares; 2023Q1: 2,218 shares; 2023Q2: 2,211 shares; 2023Q3: 5,068 shares; 2023Q4: 4,663 shares; 2024Q1: 3,952 shares; 2024Q2: 3,813 shares; 2024Q3: 2,491 shares 2,491 $208K 0.08% -1,322 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 424 shares 424 $208K 0.08% new Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 3,003 shares; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,976 shares 1,976 $208K 0.08% new 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; 2022Q4: 2,494 shares; 2023Q1: 2,582 shares; 2023Q2: 2,495 shares; 2023Q3: 2,736 shares; 2023Q4: 2,228 shares; 2024Q1: 1,625 shares; 2024Q2: 1,713 shares; 2024Q3: 1,191 shares 1,191 $206K 0.08% -522 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 467 shares; 2023Q1: 485 shares; 2023Q2: 456 shares; 2023Q3: not reported; 2023Q4: 429 shares; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 382 shares 382 $202K 0.07% new Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: 14,484 shares; 2023Q2: 15,532 shares; 2023Q3: 18,986 shares; 2023Q4: 17,355 shares; 2024Q1: 18,596 shares; 2024Q2: 18,177 shares; 2024Q3: 11,324 shares 11,324 $120K 0.04% -6,853 Timeline MVIS MICROVISION INC DEL More: the full row for MICROVISION INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 10,000 shares; 2023Q1: 25,000 shares; 2023Q2: 29,740 shares; 2023Q3: 29,740 shares; 2023Q4: 29,740 shares; 2024Q1: 30,000 shares; 2024Q2: 30,000 shares; 2024Q3: 30,000 shares 30,000 $34.2K 0.01% 0 Timeline AKBA AKEBIA THREAPEUTICS INC More: the full row for AKEBIA THREAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 13,700 shares; 2024Q3: 13,700 shares 13,700 $18.1K 0.01% 0 Timeline