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: 1,283,478 shares; 2024Q4: 1,414,819 shares; 2025Q1: 1,427,917 shares; 2025Q2: 1,543,846 shares; 2025Q3: 1,630,316 shares; 2025Q4: 1,707,036 shares; 2026Q1: 1,801,494 shares; 2026Q2: 1,936,795 shares 1,936,795 $90.9M 6.64% +135,301 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 521,217 shares; 2024Q4: 563,921 shares; 2025Q1: 523,959 shares; 2025Q2: 579,123 shares; 2025Q3: 616,143 shares; 2025Q4: 632,792 shares; 2026Q1: 617,185 shares; 2026Q2: 694,974 shares 694,974 $62M 4.53% +77,789 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: 512,921 shares; 2024Q4: 600,199 shares; 2025Q1: 969,997 shares; 2025Q2: 1,008,209 shares; 2025Q3: 1,065,837 shares; 2025Q4: 1,185,872 shares; 2026Q1: 1,163,422 shares; 2026Q2: 1,226,088 shares 1,226,088 $61.8M 4.51% +62,666 Timeline SPYG 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: 445,915 shares; 2024Q4: 466,294 shares; 2025Q1: 449,814 shares; 2025Q2: 494,335 shares; 2025Q3: 494,929 shares; 2025Q4: 489,110 shares; 2026Q1: 487,125 shares; 2026Q2: 459,393 shares 459,393 $54.7M 3.99% -27,732 Timeline SPYV 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: 710,051 shares; 2024Q4: 754,750 shares; 2025Q1: 767,965 shares; 2025Q2: 830,617 shares; 2025Q3: 879,811 shares; 2025Q4: 884,473 shares; 2026Q1: 879,172 shares; 2026Q2: 859,839 shares 859,839 $52.3M 3.82% -19,333 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: 121,511 shares; 2024Q4: 122,781 shares; 2025Q1: 127,411 shares; 2025Q2: 124,366 shares; 2025Q3: 126,347 shares; 2025Q4: 125,672 shares; 2026Q1: 128,493 shares; 2026Q2: 133,385 shares 133,385 $49.4M 3.6% +4,892 Timeline SPIB 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: 519,406 shares; 2024Q4: 538,169 shares; 2025Q1: 551,744 shares; 2025Q2: 1,151,515 shares; 2025Q3: 1,301,797 shares; 2025Q4: 1,387,356 shares; 2026Q1: 1,178,557 shares; 2026Q2: 1,227,129 shares 1,227,129 $41.1M 3% +48,572 Timeline JMBS JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 663,530 shares; 2024Q4: 732,740 shares; 2025Q1: 749,839 shares; 2025Q2: 806,524 shares; 2025Q3: 846,287 shares; 2025Q4: 879,758 shares; 2026Q1: 712,479 shares; 2026Q2: 739,199 shares 739,199 $33.3M 2.43% +26,720 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 449,584 shares; 2024Q4: 491,578 shares; 2025Q1: 496,296 shares; 2025Q2: 532,289 shares; 2025Q3: 559,156 shares; 2025Q4: 588,785 shares; 2026Q1: 597,421 shares; 2026Q2: 630,734 shares 630,734 $33M 2.41% +33,313 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; 2024Q3: 468,615 shares; 2024Q4: 485,319 shares; 2025Q1: 551,890 shares; 2025Q2: 569,181 shares; 2025Q3: 576,590 shares; 2025Q4: 591,164 shares; 2026Q1: 585,941 shares; 2026Q2: 572,818 shares 572,818 $29.7M 2.17% -13,123 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 200,299 shares; 2024Q4: 213,782 shares; 2025Q1: 239,914 shares; 2025Q2: 249,757 shares; 2025Q3: 256,290 shares; 2025Q4: 261,668 shares; 2026Q1: 254,769 shares; 2026Q2: 274,549 shares 274,549 $26.5M 1.93% +19,780 Timeline VCRB VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 133,140 shares; 2024Q4: 186,446 shares; 2025Q1: 213,922 shares; 2025Q2: 177,842 shares; 2025Q3: 259,276 shares; 2025Q4: 279,275 shares; 2026Q1: 320,687 shares; 2026Q2: 334,261 shares 334,261 $25.8M 1.88% +13,574 Timeline JSCP 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: 5,973 shares; 2024Q4: 6,019 shares; 2025Q1: 4,606 shares; 2025Q2: 5,528 shares; 2025Q3: 5,796 shares; 2025Q4: 5,919 shares; 2026Q1: 386,739 shares; 2026Q2: 445,972 shares 445,972 $21M 1.53% +59,233 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: 67,513 shares; 2024Q4: 71,149 shares; 2025Q1: 69,421 shares; 2025Q2: 72,328 shares; 2025Q3: 77,048 shares; 2025Q4: 79,874 shares; 2026Q1: 80,116 shares; 2026Q2: 83,429 shares 83,429 $18.2M 1.33% +3,313 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: 270,815 shares; 2024Q4: 242,072 shares; 2025Q1: 228,271 shares; 2025Q2: 284,980 shares; 2025Q3: 340,629 shares; 2025Q4: 352,699 shares; 2026Q1: 351,481 shares; 2026Q2: 345,172 shares 345,172 $17.5M 1.28% -6,309 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: 105,897 shares; 2024Q4: 103,433 shares; 2025Q1: 130,798 shares; 2025Q2: 145,124 shares; 2025Q3: 144,865 shares; 2025Q4: 136,525 shares; 2026Q1: 133,362 shares; 2026Q2: 197,455 shares 197,455 $16.3M 1.19% +64,093 Timeline JBND J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 186,257 shares; 2024Q4: 264,989 shares; 2025Q1: 306,491 shares; 2025Q2: 254,980 shares; 2025Q3: 275,735 shares; 2025Q4: 281,089 shares; 2026Q1: 292,799 shares; 2026Q2: 290,493 shares 290,493 $15.5M 1.13% -2,306 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: 59,860 shares; 2024Q4: 64,021 shares; 2025Q1: 48,080 shares; 2025Q2: 47,417 shares; 2025Q3: 50,055 shares; 2025Q4: 50,401 shares; 2026Q1: 51,194 shares; 2026Q2: 51,412 shares 51,412 $14.9M 1.09% +218 Timeline AVMC AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 93,370 shares; 2024Q4: 96,094 shares; 2025Q1: 147,061 shares; 2025Q2: 170,013 shares; 2025Q3: 175,244 shares; 2025Q4: 167,793 shares; 2026Q1: 165,461 shares; 2026Q2: 180,847 shares 180,847 $14.5M 1.06% +15,386 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: 172,472 shares; 2024Q4: 186,421 shares; 2025Q1: 192,197 shares; 2025Q2: 202,160 shares; 2025Q3: 204,757 shares; 2025Q4: 206,333 shares; 2026Q1: 204,884 shares; 2026Q2: 186,362 shares 186,362 $13.3M 0.97% -18,522 Timeline VCRM VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 93,408 shares; 2025Q3: 161,512 shares; 2025Q4: 172,709 shares; 2026Q1: 172,279 shares; 2026Q2: 173,051 shares 173,051 $13.2M 0.97% +772 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: 71,080 shares; 2024Q4: 75,420 shares; 2025Q1: 68,266 shares; 2025Q2: 68,460 shares; 2025Q3: 65,977 shares; 2025Q4: 62,089 shares; 2026Q1: 62,466 shares; 2026Q2: 62,272 shares 62,272 $12.5M 0.91% -194 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: 44,347 shares; 2024Q4: 45,813 shares; 2025Q1: 42,558 shares; 2025Q2: 43,240 shares; 2025Q3: 42,361 shares; 2025Q4: 33,665 shares; 2026Q1: 33,287 shares; 2026Q2: 34,571 shares 34,571 $12.4M 0.9% +1,284 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: 26,506 shares; 2024Q4: 30,744 shares; 2025Q1: 29,274 shares; 2025Q2: 28,682 shares; 2025Q3: 28,593 shares; 2025Q4: 30,710 shares; 2026Q1: 31,703 shares; 2026Q2: 32,106 shares 32,106 $12M 0.87% +403 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: not reported; 2024Q4: not reported; 2025Q1: 4,064 shares; 2025Q2: 4,064 shares; 2025Q3: 4,064 shares; 2025Q4: 4,064 shares; 2026Q1: not reported; 2026Q2: 145,904 shares 145,904 $12M 0.87% 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; 2024Q3: 16,120 shares; 2024Q4: 16,072 shares; 2025Q1: 16,117 shares; 2025Q2: 16,014 shares; 2025Q3: 15,952 shares; 2025Q4: 15,922 shares; 2026Q1: 15,922 shares; 2026Q2: 15,781 shares 15,781 $11.8M 0.86% -141 Timeline GARP 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: 70,167 shares; 2025Q4: 86,919 shares; 2026Q1: 111,356 shares; 2026Q2: 141,881 shares 141,881 $11.7M 0.86% +30,525 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 110,785 shares; 2024Q4: 119,705 shares; 2025Q1: 126,483 shares; 2025Q2: 131,493 shares; 2025Q3: 128,525 shares; 2025Q4: 138,847 shares; 2026Q1: 145,551 shares; 2026Q2: 148,625 shares 148,625 $11.6M 0.85% +3,074 Timeline JPIB 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: 279,070 shares; 2024Q4: 305,380 shares; 2025Q1: 190,032 shares; 2025Q2: 199,320 shares; 2025Q3: 206,210 shares; 2025Q4: 215,157 shares; 2026Q1: 220,081 shares; 2026Q2: 232,330 shares 232,330 $11.2M 0.82% +12,249 Timeline SPMD 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: 158,608 shares; 2024Q4: 154,072 shares; 2025Q1: 158,237 shares; 2025Q2: 162,489 shares; 2025Q3: 170,619 shares; 2025Q4: 169,858 shares; 2026Q1: 169,421 shares; 2026Q2: 164,377 shares 164,377 $11.1M 0.81% -5,044 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: 41,566 shares; 2024Q4: 40,534 shares; 2025Q1: 36,629 shares; 2025Q2: 38,370 shares; 2025Q3: 37,377 shares; 2025Q4: 37,838 shares; 2026Q1: 38,349 shares; 2026Q2: 42,468 shares 42,468 $10.1M 0.74% +4,119 Timeline NUBD NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 268,073 shares; 2024Q4: 320,487 shares; 2025Q1: 318,919 shares; 2025Q2: 317,556 shares; 2025Q3: 374,191 shares; 2025Q4: 407,545 shares; 2026Q1: 423,907 shares; 2026Q2: 452,900 shares 452,900 $10M 0.73% +28,993 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 109,635 shares; 2025Q4: 137,154 shares; 2026Q1: 140,607 shares; 2026Q2: 202,765 shares 202,765 $9.99M 0.73% +62,158 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: 16,024 shares; 2024Q4: 16,460 shares; 2025Q1: 13,446 shares; 2025Q2: 14,980 shares; 2025Q3: 17,898 shares; 2025Q4: 19,104 shares; 2026Q1: 18,844 shares; 2026Q2: 115,234 shares 115,234 $9.93M 0.72% +96,390 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: 233,219 shares; 2024Q4: 212,953 shares; 2025Q1: 223,840 shares; 2025Q2: 226,513 shares; 2025Q3: 224,706 shares; 2025Q4: 212,115 shares; 2026Q1: 212,330 shares; 2026Q2: 215,191 shares 215,191 $9.55M 0.7% +2,861 Timeline VSDM 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,996 shares; 2025Q3: 82,196 shares; 2025Q4: 97,602 shares; 2026Q1: 104,157 shares; 2026Q2: 124,154 shares 124,154 $9.51M 0.69% +19,997 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,226 shares; 2024Q4: 29,869 shares; 2025Q1: 25,343 shares; 2025Q2: 25,598 shares; 2025Q3: 24,733 shares; 2025Q4: 22,168 shares; 2026Q1: 23,642 shares; 2026Q2: 21,970 shares 21,970 $8.3M 0.61% -1,672 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,825 shares; 2024Q4: 22,638 shares; 2025Q1: 49,386 shares; 2025Q2: 75,434 shares; 2025Q3: 81,298 shares; 2025Q4: 85,491 shares; 2026Q1: 95,653 shares; 2026Q2: 95,988 shares 95,988 $8.21M 0.6% +335 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; 2024Q3: 134,616 shares; 2024Q4: 137,339 shares; 2025Q1: 156,799 shares; 2025Q2: 153,881 shares; 2025Q3: 155,509 shares; 2025Q4: 157,452 shares; 2026Q1: 169,030 shares; 2026Q2: 172,063 shares 172,063 $7.26M 0.53% +3,033 Timeline VSDB VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN 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: 71,014 shares; 2026Q2: 94,661 shares 94,661 $7.23M 0.53% +23,647 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,664 shares; 2024Q4: 3,908 shares; 2025Q1: 3,793 shares; 2025Q2: 3,776 shares; 2025Q3: 3,706 shares; 2025Q4: 2,819 shares; 2026Q1: 2,752 shares; 2026Q2: 23,812 shares 23,812 $7.18M 0.52% +21,060 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 107,753 shares; 2024Q4: 108,559 shares; 2025Q1: 97,504 shares; 2025Q2: 99,761 shares; 2025Q3: 73,389 shares; 2025Q4: 67,462 shares; 2026Q1: 66,609 shares; 2026Q2: 30,058 shares 30,058 $6.6M 0.48% -36,551 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: 162,375 shares; 2024Q4: 168,831 shares; 2025Q1: 191,441 shares; 2025Q2: 196,488 shares; 2025Q3: 193,905 shares; 2025Q4: 181,030 shares; 2026Q1: 176,639 shares; 2026Q2: 177,941 shares 177,941 $6.56M 0.48% +1,302 Timeline VEU 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: 71,632 shares; 2024Q4: 68,135 shares; 2025Q1: 74,748 shares; 2025Q2: 74,331 shares; 2025Q3: 76,123 shares; 2025Q4: 76,143 shares; 2026Q1: 74,757 shares; 2026Q2: 76,896 shares 76,896 $6.44M 0.47% +2,139 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: 91,666 shares; 2024Q4: 99,427 shares; 2025Q1: 105,046 shares; 2025Q2: 106,042 shares; 2025Q3: 106,202 shares; 2025Q4: 109,601 shares; 2026Q1: 111,787 shares; 2026Q2: 105,337 shares 105,337 $6.29M 0.46% -6,450 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: 43,301 shares; 2024Q4: 54,788 shares; 2025Q1: 59,821 shares; 2025Q2: 55,306 shares; 2025Q3: 63,947 shares; 2025Q4: 67,957 shares; 2026Q1: 73,789 shares; 2026Q2: 75,521 shares 75,521 $6.24M 0.46% +1,732 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 78,361 shares; 2024Q4: 86,189 shares; 2025Q1: 89,041 shares; 2025Q2: 95,363 shares; 2025Q3: 114,998 shares; 2025Q4: 130,148 shares; 2026Q1: 124,283 shares; 2026Q2: 127,011 shares 127,011 $6.15M 0.45% +2,728 Timeline IQDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 853,614 shares; 2024Q4: 905,584 shares; 2025Q1: 508,973 shares; 2025Q2: 529,967 shares; 2025Q3: 516,651 shares; 2025Q4: 447,451 shares; 2026Q1: 431,835 shares; 2026Q2: 142,289 shares 142,289 $6.13M 0.45% -289,546 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 215,889 shares; 2024Q4: 217,889 shares; 2025Q1: 180,622 shares; 2025Q2: 194,780 shares; 2025Q3: 153,457 shares; 2025Q4: 144,875 shares; 2026Q1: 145,669 shares; 2026Q2: 64,046 shares 64,046 $6.12M 0.45% -81,623 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 153,376 shares; 2024Q4: 180,896 shares; 2025Q1: 198,702 shares; 2025Q2: 165,636 shares; 2025Q3: 179,421 shares; 2025Q4: 182,600 shares; 2026Q1: 142,037 shares; 2026Q2: 123,897 shares 123,897 $5.98M 0.44% -18,140 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; 2024Q3: 96,873 shares; 2024Q4: 93,418 shares; 2025Q1: 95,936 shares; 2025Q2: 100,602 shares; 2025Q3: 108,232 shares; 2025Q4: 116,294 shares; 2026Q1: 125,727 shares; 2026Q2: 125,264 shares 125,264 $5.98M 0.44% -463 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,479 shares; 2024Q4: 53,141 shares; 2025Q1: 48,039 shares; 2025Q2: 48,332 shares; 2025Q3: 50,302 shares; 2025Q4: 49,612 shares; 2026Q1: 52,567 shares; 2026Q2: 51,400 shares 51,400 $5.82M 0.42% -1,167 Timeline SCMB 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: 111,551 shares; 2024Q4: 306,135 shares; 2025Q1: 234,053 shares; 2025Q2: 207,164 shares; 2025Q3: 271,661 shares; 2025Q4: 294,181 shares; 2026Q1: 272,356 shares; 2026Q2: 225,093 shares 225,093 $5.81M 0.42% -47,263 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: 9,620 shares; 2024Q4: 10,410 shares; 2025Q1: 9,253 shares; 2025Q2: 9,615 shares; 2025Q3: 9,781 shares; 2025Q4: 10,686 shares; 2026Q1: 10,720 shares; 2026Q2: 10,220 shares 10,220 $5.76M 0.42% -500 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 109,162 shares; 2024Q4: 206,933 shares; 2025Q1: 202,624 shares; 2025Q2: 199,586 shares; 2025Q3: 198,270 shares; 2025Q4: 212,343 shares; 2026Q1: 201,823 shares; 2026Q2: 201,564 shares 201,564 $5.58M 0.41% -259 Timeline SPTM 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: 59,377 shares; 2024Q4: 58,754 shares; 2025Q1: 60,313 shares; 2025Q2: 59,797 shares; 2025Q3: 61,559 shares; 2025Q4: 59,988 shares; 2026Q1: 66,986 shares; 2026Q2: 60,445 shares 60,445 $5.49M 0.4% -6,541 Timeline HYMB 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: 175,544 shares; 2024Q4: 191,989 shares; 2025Q1: 195,777 shares; 2025Q2: 187,109 shares; 2025Q3: 199,086 shares; 2025Q4: 209,361 shares; 2026Q1: 203,898 shares; 2026Q2: 209,254 shares 209,254 $5.32M 0.39% +5,356 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; 2024Q3: 25,210 shares; 2024Q4: 25,086 shares; 2025Q1: 23,586 shares; 2025Q2: 24,184 shares; 2025Q3: 21,101 shares; 2025Q4: 21,786 shares; 2026Q1: 21,871 shares; 2026Q2: 21,736 shares 21,736 $5.28M 0.39% -135 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,048 shares; 2024Q4: 27,217 shares; 2025Q1: 22,716 shares; 2025Q2: 22,764 shares; 2025Q3: 22,757 shares; 2025Q4: 20,831 shares; 2026Q1: 20,156 shares; 2026Q2: 19,942 shares 19,942 $5.06M 0.37% -214 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,697 shares; 2024Q4: 8,551 shares; 2025Q1: 7,833 shares; 2025Q2: 8,043 shares; 2025Q3: 8,111 shares; 2025Q4: 7,673 shares; 2026Q1: 8,001 shares; 2026Q2: 8,335 shares 8,335 $4.28M 0.31% +334 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,105 shares; 2024Q4: 15,494 shares; 2025Q1: 13,101 shares; 2025Q2: 13,105 shares; 2025Q3: 12,672 shares; 2025Q4: 12,434 shares; 2026Q1: 12,795 shares; 2026Q2: 12,941 shares 12,941 $4.24M 0.31% +146 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 64,590 shares; 2024Q4: 67,279 shares; 2025Q1: 86,840 shares; 2025Q2: 76,339 shares; 2025Q3: 44,927 shares; 2025Q4: 43,550 shares; 2026Q1: 42,728 shares; 2026Q2: 39,258 shares 39,258 $4.22M 0.31% -3,470 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; 2024Q3: 24,095 shares; 2024Q4: 24,443 shares; 2025Q1: 27,053 shares; 2025Q2: 26,649 shares; 2025Q3: 26,853 shares; 2025Q4: 28,458 shares; 2026Q1: 29,217 shares; 2026Q2: 32,705 shares 32,705 $4.14M 0.3% +3,488 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; 2024Q3: 21,198 shares; 2024Q4: 22,646 shares; 2025Q1: 27,000 shares; 2025Q2: 27,992 shares; 2025Q3: 28,350 shares; 2025Q4: 26,709 shares; 2026Q1: 26,972 shares; 2026Q2: 27,302 shares 27,302 $4.14M 0.3% +330 Timeline DFAI 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: 84,947 shares; 2024Q4: 108,705 shares; 2025Q1: 94,769 shares; 2025Q2: 85,928 shares; 2025Q3: 103,024 shares; 2025Q4: 112,047 shares; 2026Q1: 110,686 shares; 2026Q2: 98,039 shares 98,039 $4.04M 0.3% -12,647 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: 3,159 shares; 2024Q4: 4,199 shares; 2025Q1: 3,349 shares; 2025Q2: 3,510 shares; 2025Q3: 3,353 shares; 2025Q4: 3,093 shares; 2026Q1: 3,309 shares; 2026Q2: 3,311 shares 3,311 $3.97M 0.29% +2 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: 98,733 shares; 2024Q4: 108,711 shares; 2025Q1: 114,107 shares; 2025Q2: 127,083 shares; 2025Q3: 130,597 shares; 2025Q4: 138,099 shares; 2026Q1: 163,986 shares; 2026Q2: 169,360 shares 169,360 $3.97M 0.29% +5,374 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,307 shares; 2024Q4: 6,415 shares; 2025Q1: 6,588 shares; 2025Q2: 5,594 shares; 2025Q3: 5,427 shares; 2025Q4: 4,966 shares; 2026Q1: 4,615 shares; 2026Q2: 3,662 shares 3,662 $3.9M 0.28% -953 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,061 shares; 2024Q4: 30,744 shares; 2025Q1: 28,905 shares; 2025Q2: 25,902 shares; 2025Q3: 27,619 shares; 2025Q4: 26,949 shares; 2026Q1: 24,773 shares; 2026Q2: 23,497 shares 23,497 $3.89M 0.28% -1,276 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 23,548 shares; 2025Q1: 26,002 shares; 2025Q2: 30,047 shares; 2025Q3: 29,225 shares; 2025Q4: 25,372 shares; 2026Q1: 25,335 shares; 2026Q2: 22,359 shares 22,359 $3.8M 0.28% -2,976 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: 121,538 shares; 2024Q4: 126,231 shares; 2025Q1: 129,682 shares; 2025Q2: 133,426 shares; 2025Q3: 130,322 shares; 2025Q4: 134,667 shares; 2026Q1: 129,064 shares; 2026Q2: 126,320 shares 126,320 $3.79M 0.28% -2,744 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,075 shares; 2024Q4: 14,257 shares; 2025Q1: 14,806 shares; 2025Q2: 16,062 shares; 2025Q3: 17,347 shares; 2025Q4: 21,374 shares; 2026Q1: 21,918 shares; 2026Q2: 22,977 shares 22,977 $3.63M 0.27% +1,059 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,844 shares; 2026Q1: 22,650 shares; 2026Q2: 14,078 shares 14,078 $3.6M 0.26% -8,572 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,332 shares; 2024Q4: 39,367 shares; 2025Q1: 38,356 shares; 2025Q2: 38,029 shares; 2025Q3: 38,193 shares; 2025Q4: 38,790 shares; 2026Q1: 37,178 shares; 2026Q2: 37,120 shares 37,120 $3.58M 0.26% -58 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; 2024Q3: 26,867 shares; 2024Q4: 26,969 shares; 2025Q1: 29,704 shares; 2025Q2: 30,296 shares; 2025Q3: 30,656 shares; 2025Q4: 28,306 shares; 2026Q1: 28,343 shares; 2026Q2: 27,689 shares 27,689 $3.56M 0.26% -654 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61,426 shares; 2024Q4: 53,346 shares; 2025Q1: 45,013 shares; 2025Q2: 45,783 shares; 2025Q3: 45,693 shares; 2025Q4: 43,165 shares; 2026Q1: 43,227 shares; 2026Q2: 29,900 shares 29,900 $3.51M 0.26% -13,327 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: 6,224 shares; 2024Q4: 6,604 shares; 2025Q1: 5,902 shares; 2025Q2: 5,864 shares; 2025Q3: 5,861 shares; 2025Q4: 5,847 shares; 2026Q1: 5,279 shares; 2026Q2: 4,540 shares 4,540 $3.46M 0.25% -739 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,612 shares; 2024Q4: 5,296 shares; 2025Q1: 4,824 shares; 2025Q2: 4,822 shares; 2025Q3: 4,799 shares; 2025Q4: 4,167 shares; 2026Q1: 4,260 shares; 2026Q2: 4,520 shares 4,520 $3.42M 0.25% +260 Timeline SUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 91,821 shares; 2024Q4: 99,046 shares; 2025Q1: 98,805 shares; 2025Q2: 100,727 shares; 2025Q3: 114,756 shares; 2025Q4: 120,970 shares; 2026Q1: 127,951 shares; 2026Q2: 134,323 shares 134,323 $3.36M 0.25% +6,372 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,179 shares; 2024Q4: 8,081 shares; 2025Q1: 10,359 shares; 2025Q2: 10,577 shares; 2025Q3: 10,683 shares; 2025Q4: 9,809 shares; 2026Q1: 9,547 shares; 2026Q2: 9,470 shares 9,470 $3.34M 0.24% -77 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; 2024Q3: 36,779 shares; 2024Q4: 34,264 shares; 2025Q1: 29,868 shares; 2025Q2: 30,088 shares; 2025Q3: 29,628 shares; 2025Q4: 21,339 shares; 2026Q1: 21,233 shares; 2026Q2: 22,755 shares 22,755 $3.29M 0.24% +1,522 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,715 shares; 2024Q4: 30,956 shares; 2025Q1: 26,171 shares; 2025Q2: 26,544 shares; 2025Q3: 26,895 shares; 2025Q4: 25,792 shares; 2026Q1: 25,450 shares; 2026Q2: 25,722 shares 25,722 $3.25M 0.24% +272 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,564 shares; 2024Q4: 30,561 shares; 2025Q1: 31,459 shares; 2025Q2: 43,855 shares; 2025Q3: 31,987 shares; 2025Q4: 32,657 shares; 2026Q1: 32,876 shares; 2026Q2: 43,966 shares 43,966 $3.23M 0.24% +11,090 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,099 shares; 2024Q4: 21,220 shares; 2025Q1: 21,220 shares; 2025Q2: 21,220 shares; 2025Q3: 21,215 shares; 2025Q4: 21,142 shares; 2026Q1: 21,128 shares; 2026Q2: 20,793 shares 20,793 $3.21M 0.23% -335 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,205 shares; 2024Q4: 25,227 shares; 2025Q1: 24,443 shares; 2025Q2: 24,653 shares; 2025Q3: 24,874 shares; 2025Q4: 24,345 shares; 2026Q1: 23,963 shares; 2026Q2: 21,731 shares 21,731 $3.19M 0.23% -2,232 Timeline ESGV 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: 24,439 shares; 2024Q4: 25,797 shares; 2025Q1: 23,423 shares; 2025Q2: 18,700 shares; 2025Q3: 22,202 shares; 2025Q4: 23,569 shares; 2026Q1: 25,152 shares; 2026Q2: 23,238 shares 23,238 $3.07M 0.22% -1,914 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 76,542 shares; 2024Q4: 75,067 shares; 2025Q1: 69,968 shares; 2025Q2: 70,552 shares; 2025Q3: 70,992 shares; 2025Q4: 67,418 shares; 2026Q1: 65,434 shares; 2026Q2: 56,666 shares 56,666 $3.07M 0.22% -8,768 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: 30,735 shares; 2024Q4: 30,107 shares; 2025Q1: 29,221 shares; 2025Q2: 29,463 shares; 2025Q3: 30,356 shares; 2025Q4: 31,304 shares; 2026Q1: 30,488 shares; 2026Q2: 30,924 shares 30,924 $3.06M 0.22% +436 Timeline SPAB 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: 111,115 shares; 2024Q4: 104,837 shares; 2025Q1: 113,240 shares; 2025Q2: 113,900 shares; 2025Q3: 114,414 shares; 2025Q4: 114,909 shares; 2026Q1: 117,685 shares; 2026Q2: 119,499 shares 119,499 $3.05M 0.22% +1,814 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,521 shares; 2024Q4: 5,607 shares; 2025Q1: 5,228 shares; 2025Q2: 13,982 shares; 2025Q3: 19,703 shares; 2025Q4: 23,272 shares; 2026Q1: 25,312 shares; 2026Q2: 29,618 shares 29,618 $3.03M 0.22% +4,306 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: 1,811 shares; 2024Q4: 4,224 shares; 2025Q1: 4,040 shares; 2025Q2: 4,021 shares; 2025Q3: 4,025 shares; 2025Q4: 4,019 shares; 2026Q1: 4,020 shares; 2026Q2: 4,021 shares 4,021 $3.01M 0.22% +1 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,471 shares; 2024Q4: 6,467 shares; 2025Q1: 6,580 shares; 2025Q2: 6,529 shares; 2025Q3: 6,427 shares; 2025Q4: 6,285 shares; 2026Q1: 6,242 shares; 2026Q2: 24,188 shares 24,188 $3M 0.22% +17,946 Timeline LDRC 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: 7,896 shares; 2025Q4: 33,986 shares; 2026Q1: 116,422 shares; 2026Q2: 118,885 shares 118,885 $2.99M 0.22% +2,463 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,586 shares; 2024Q4: 37,187 shares; 2025Q1: 28,716 shares; 2025Q2: 29,417 shares; 2025Q3: 30,251 shares; 2025Q4: 29,426 shares; 2026Q1: 30,261 shares; 2026Q2: 37,825 shares 37,825 $2.96M 0.22% +7,564 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,442 shares; 2025Q1: 3,444 shares; 2025Q2: 3,484 shares; 2025Q3: 3,463 shares; 2025Q4: 3,018 shares; 2026Q1: 3,030 shares; 2026Q2: 3,073 shares 3,073 $2.95M 0.22% +43 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,088 shares; 2024Q4: 17,933 shares; 2025Q1: 17,857 shares; 2025Q2: 17,750 shares; 2025Q3: 19,240 shares; 2025Q4: 18,277 shares; 2026Q1: 17,962 shares; 2026Q2: 18,017 shares 18,017 $2.95M 0.22% +55 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,416 shares; 2024Q4: 10,685 shares; 2025Q1: 10,712 shares; 2025Q2: 10,677 shares; 2025Q3: 10,753 shares; 2025Q4: 11,069 shares; 2026Q1: 11,059 shares; 2026Q2: 10,897 shares 10,897 $2.95M 0.22% -162 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: 68,323 shares; 2024Q4: 79,626 shares; 2025Q1: 78,975 shares; 2025Q2: 79,174 shares; 2025Q3: 79,462 shares; 2025Q4: 85,289 shares; 2026Q1: 83,886 shares; 2026Q2: 71,351 shares 71,351 $2.87M 0.21% -12,535 Timeline BALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,113 shares; 2025Q2: 21,648 shares; 2025Q3: 29,799 shares; 2025Q4: 44,343 shares; 2026Q1: 79,832 shares; 2026Q2: 82,886 shares 82,886 $2.84M 0.21% +3,054 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,927 shares; 2024Q4: 13,106 shares; 2025Q1: 16,409 shares; 2025Q2: 17,687 shares; 2025Q3: 17,583 shares; 2025Q4: 19,494 shares; 2026Q1: 20,240 shares; 2026Q2: 23,908 shares 23,908 $2.81M 0.21% +3,668 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: 231 shares; 2024Q4: not reported; 2025Q1: 2,254 shares; 2025Q2: 2,979 shares; 2025Q3: 3,348 shares; 2025Q4: 3,142 shares; 2026Q1: 2,862 shares; 2026Q2: 2,916 shares 2,916 $2.73M 0.2% +54 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; 2024Q3: 16,374 shares; 2024Q4: 14,335 shares; 2025Q1: 13,780 shares; 2025Q2: 14,002 shares; 2025Q3: 13,733 shares; 2025Q4: 13,767 shares; 2026Q1: 14,096 shares; 2026Q2: 13,503 shares 13,503 $2.71M 0.2% -593 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,284 shares; 2024Q4: 13,623 shares; 2025Q1: 12,681 shares; 2025Q2: 11,619 shares; 2025Q3: 11,505 shares; 2025Q4: 11,606 shares; 2026Q1: 11,563 shares; 2026Q2: 11,441 shares 11,441 $2.71M 0.2% -122 Timeline SPBU AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 73,513 shares; 2025Q3: 92,182 shares; 2025Q4: 91,764 shares; 2026Q1: 88,212 shares; 2026Q2: 89,480 shares 89,480 $2.71M 0.2% +1,268 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: 9,131 shares; 2024Q4: 8,995 shares; 2025Q1: 8,827 shares; 2025Q2: 9,409 shares; 2025Q3: 9,419 shares; 2025Q4: 9,383 shares; 2026Q1: 8,851 shares; 2026Q2: 8,772 shares 8,772 $2.66M 0.19% -79 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,875 shares; 2024Q4: 18,946 shares; 2025Q1: 16,769 shares; 2025Q2: 15,747 shares; 2025Q3: 15,099 shares; 2025Q4: 14,159 shares; 2026Q1: 13,396 shares; 2026Q2: 13,908 shares 13,908 $2.64M 0.19% +512 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,642 shares; 2024Q4: 10,820 shares; 2025Q1: 10,753 shares; 2025Q2: 11,047 shares; 2025Q3: 11,025 shares; 2025Q4: 10,936 shares; 2026Q1: 10,892 shares; 2026Q2: 10,858 shares 10,858 $2.63M 0.19% -34 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,780 shares; 2026Q1: 13,511 shares; 2026Q2: 14,509 shares 14,509 $2.56M 0.19% +998 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,250 shares; 2024Q4: 37,099 shares; 2025Q1: 37,880 shares; 2025Q2: 39,663 shares; 2025Q3: 42,346 shares; 2025Q4: 45,847 shares; 2026Q1: 48,119 shares; 2026Q2: 50,453 shares 50,453 $2.53M 0.19% +2,334 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 64,016 shares; 2024Q4: 62,703 shares; 2025Q1: 53,616 shares; 2025Q2: 54,433 shares; 2025Q3: 54,806 shares; 2025Q4: 55,118 shares; 2026Q1: 54,346 shares; 2026Q2: 52,234 shares 52,234 $2.48M 0.18% -2,112 Timeline BBAG 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: 169,458 shares; 2024Q4: 150,829 shares; 2025Q1: 133,633 shares; 2025Q2: 122,312 shares; 2025Q3: 67,105 shares; 2025Q4: 65,245 shares; 2026Q1: 60,415 shares; 2026Q2: 53,662 shares 53,662 $2.47M 0.18% -6,753 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,206 shares; 2024Q4: 55,994 shares; 2025Q1: 60,389 shares; 2025Q2: 60,561 shares; 2025Q3: 60,561 shares; 2025Q4: 60,561 shares; 2026Q1: 60,269 shares; 2026Q2: 60,269 shares 60,269 $2.42M 0.18% 0 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; 2024Q3: 15,925 shares; 2024Q4: 16,236 shares; 2025Q1: 17,058 shares; 2025Q2: 14,847 shares; 2025Q3: 15,227 shares; 2025Q4: 18,823 shares; 2026Q1: 19,086 shares; 2026Q2: 14,793 shares 14,793 $2.42M 0.18% -4,293 Timeline VMBS 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: 48,259 shares; 2024Q4: 52,933 shares; 2025Q1: 53,827 shares; 2025Q2: 50,543 shares; 2025Q3: 48,639 shares; 2025Q4: 49,019 shares; 2026Q1: 52,187 shares; 2026Q2: 51,138 shares 51,138 $2.39M 0.17% -1,049 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,710 shares; 2024Q4: 11,793 shares; 2025Q1: 11,231 shares; 2025Q2: 11,347 shares; 2025Q3: 11,534 shares; 2025Q4: 11,379 shares; 2026Q1: 11,128 shares; 2026Q2: 10,675 shares 10,675 $2.38M 0.17% -453 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; 2024Q3: 161,995 shares; 2024Q4: 203,050 shares; 2025Q1: 197,225 shares; 2025Q2: 140,416 shares; 2025Q3: 61,055 shares; 2025Q4: 54,271 shares; 2026Q1: 52,151 shares; 2026Q2: 46,300 shares 46,300 $2.34M 0.17% -5,851 Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,992 shares; 2024Q4: 39,626 shares; 2025Q1: 40,696 shares; 2025Q2: 42,551 shares; 2025Q3: 48,258 shares; 2025Q4: 46,759 shares; 2026Q1: 46,528 shares; 2026Q2: 46,095 shares 46,095 $2.3M 0.17% -433 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: 16,472 shares; 2024Q4: 20,387 shares; 2025Q1: 23,384 shares; 2025Q2: 22,676 shares; 2025Q3: 23,796 shares; 2025Q4: 24,865 shares; 2026Q1: 28,948 shares; 2026Q2: 28,914 shares 28,914 $2.29M 0.17% -34 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,317 shares; 2024Q4: 4,209 shares; 2025Q1: 5,471 shares; 2025Q2: 7,300 shares; 2025Q3: 6,047 shares; 2025Q4: 7,110 shares; 2026Q1: 8,270 shares; 2026Q2: 9,232 shares 9,232 $2.27M 0.17% +962 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,255 shares; 2024Q4: 22,059 shares; 2025Q1: 23,039 shares; 2025Q2: 22,999 shares; 2025Q3: 22,314 shares; 2025Q4: 19,733 shares; 2026Q1: 19,543 shares; 2026Q2: 16,774 shares 16,774 $2.27M 0.17% -2,769 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,040 shares; 2024Q4: 10,502 shares; 2025Q1: 11,435 shares; 2025Q2: 12,604 shares; 2025Q3: 12,911 shares; 2025Q4: 14,329 shares; 2026Q1: 14,925 shares; 2026Q2: 14,431 shares 14,431 $2.26M 0.17% -494 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,937 shares; 2024Q4: 16,999 shares; 2025Q1: 17,279 shares; 2025Q2: 17,837 shares; 2025Q3: 19,998 shares; 2025Q4: 19,195 shares; 2026Q1: 19,195 shares; 2026Q2: 18,602 shares 18,602 $2.18M 0.16% -593 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,866 shares; 2024Q4: 11,715 shares; 2025Q1: 12,530 shares; 2025Q2: 13,056 shares; 2025Q3: 17,196 shares; 2025Q4: 16,919 shares; 2026Q1: 17,009 shares; 2026Q2: 16,665 shares 16,665 $2.13M 0.16% -344 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; 2024Q3: 12,999 shares; 2024Q4: 39,266 shares; 2025Q1: 40,612 shares; 2025Q2: 42,044 shares; 2025Q3: 58,302 shares; 2025Q4: 60,538 shares; 2026Q1: 62,018 shares; 2026Q2: 61,195 shares 61,195 $2.13M 0.16% -823 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,092 shares; 2024Q4: 9,315 shares; 2025Q1: 8,403 shares; 2025Q2: 8,798 shares; 2025Q3: 8,928 shares; 2025Q4: 7,707 shares; 2026Q1: 7,043 shares; 2026Q2: 6,784 shares 6,784 $2.12M 0.16% -259 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,288 shares; 2024Q4: 2,767 shares; 2025Q1: 4,186 shares; 2025Q2: 4,378 shares; 2025Q3: 4,354 shares; 2025Q4: 4,841 shares; 2026Q1: 4,801 shares; 2026Q2: 4,660 shares 4,660 $2.08M 0.15% -141 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: 21,844 shares; 2024Q4: 20,729 shares; 2025Q1: 20,322 shares; 2025Q2: 20,254 shares; 2025Q3: 23,655 shares; 2025Q4: 23,897 shares; 2026Q1: 23,069 shares; 2026Q2: 23,389 shares 23,389 $2.06M 0.15% +320 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,701 shares; 2024Q4: 15,418 shares; 2025Q1: 15,864 shares; 2025Q2: 16,372 shares; 2025Q3: 16,480 shares; 2025Q4: 14,936 shares; 2026Q1: 14,993 shares; 2026Q2: 16,230 shares 16,230 $2.04M 0.15% +1,237 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,113 shares; 2024Q4: 16,621 shares; 2025Q1: 16,733 shares; 2025Q2: 16,543 shares; 2025Q3: 21,868 shares; 2025Q4: 22,407 shares; 2026Q1: 22,497 shares; 2026Q2: 22,789 shares 22,789 $2.03M 0.15% +292 Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,430 shares; 2025Q1: 12,241 shares; 2025Q2: 12,624 shares; 2025Q3: 12,997 shares; 2025Q4: 10,526 shares; 2026Q1: 10,321 shares; 2026Q2: 10,238 shares 10,238 $2.02M 0.15% -83 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,260 shares; 2024Q4: 21,033 shares; 2025Q1: 20,013 shares; 2025Q2: 20,569 shares; 2025Q3: 20,776 shares; 2025Q4: 22,045 shares; 2026Q1: 22,706 shares; 2026Q2: 23,051 shares 23,051 $2.02M 0.15% +345 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: 17,358 shares; 2024Q4: 17,959 shares; 2025Q1: 17,941 shares; 2025Q2: 20,901 shares; 2025Q3: 19,073 shares; 2025Q4: 20,375 shares; 2026Q1: 21,418 shares; 2026Q2: 20,902 shares 20,902 $2.02M 0.15% -516 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,520 shares; 2024Q4: 18,889 shares; 2025Q1: 20,279 shares; 2025Q2: 31,545 shares; 2025Q3: 30,636 shares; 2025Q4: 32,371 shares; 2026Q1: 38,060 shares; 2026Q2: 38,269 shares 38,269 $1.94M 0.14% +209 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,238 shares; 2024Q4: 11,406 shares; 2025Q1: 10,609 shares; 2025Q2: 10,731 shares; 2025Q3: 10,854 shares; 2025Q4: 11,513 shares; 2026Q1: 12,476 shares; 2026Q2: 10,899 shares 10,899 $1.93M 0.14% -1,577 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,485 shares; 2024Q4: 18,066 shares; 2025Q1: 19,267 shares; 2025Q2: 19,267 shares; 2025Q3: 19,119 shares; 2025Q4: 19,190 shares; 2026Q1: 19,466 shares; 2026Q2: 19,466 shares 19,466 $1.9M 0.14% 0 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,396 shares; 2024Q4: 14,210 shares; 2025Q1: 14,277 shares; 2025Q2: 15,921 shares; 2025Q3: 18,599 shares; 2025Q4: 19,664 shares; 2026Q1: 19,056 shares; 2026Q2: 19,160 shares 19,160 $1.88M 0.14% +104 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,972 shares; 2024Q4: 7,528 shares; 2025Q1: 6,717 shares; 2025Q2: 6,844 shares; 2025Q3: 6,958 shares; 2025Q4: 5,818 shares; 2026Q1: 5,917 shares; 2026Q2: 6,679 shares 6,679 $1.88M 0.14% +762 Timeline DFAU 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: 170,048 shares; 2024Q4: 173,476 shares; 2025Q1: 138,457 shares; 2025Q2: 95,032 shares; 2025Q3: 57,251 shares; 2025Q4: 56,550 shares; 2026Q1: 55,953 shares; 2026Q2: 36,057 shares 36,057 $1.86M 0.14% -19,896 Timeline MET METLIFE INC More: the full row for METLIFE 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: 17,409 shares; 2026Q1: 20,476 shares; 2026Q2: 22,020 shares 22,020 $1.86M 0.14% +1,544 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,039 shares; 2024Q4: 10,280 shares; 2025Q1: 12,084 shares; 2025Q2: 16,844 shares; 2025Q3: 19,238 shares; 2025Q4: 20,848 shares; 2026Q1: 36,278 shares; 2026Q2: 36,860 shares 36,860 $1.86M 0.14% +582 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,557 shares; 2024Q4: 88,594 shares; 2025Q1: 84,907 shares; 2025Q2: 68,774 shares; 2025Q3: 67,767 shares; 2025Q4: 67,196 shares; 2026Q1: 65,359 shares; 2026Q2: 64,224 shares 64,224 $1.86M 0.14% -1,135 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS 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: 18,766 shares; 2026Q1: 21,813 shares; 2026Q2: 21,297 shares 21,297 $1.84M 0.13% -516 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; 2024Q3: 12,204 shares; 2024Q4: 10,895 shares; 2025Q1: 9,470 shares; 2025Q2: 11,058 shares; 2025Q3: 11,277 shares; 2025Q4: 10,483 shares; 2026Q1: 10,845 shares; 2026Q2: 10,909 shares 10,909 $1.83M 0.13% +64 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,099 shares; 2026Q1: 3,318 shares; 2026Q2: 3,671 shares 3,671 $1.8M 0.13% +353 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 10,709 shares; 2025Q1: 12,940 shares; 2025Q2: 11,902 shares; 2025Q3: 12,607 shares; 2025Q4: 14,982 shares; 2026Q1: 14,080 shares; 2026Q2: 14,536 shares 14,536 $1.76M 0.13% +456 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; 2024Q3: 4,228 shares; 2024Q4: 4,713 shares; 2025Q1: 4,651 shares; 2025Q2: 5,117 shares; 2025Q3: 4,877 shares; 2025Q4: 5,152 shares; 2026Q1: 5,072 shares; 2026Q2: 4,808 shares 4,808 $1.76M 0.13% -264 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,081 shares; 2024Q4: 12,738 shares; 2025Q1: 12,658 shares; 2025Q2: 11,779 shares; 2025Q3: 11,944 shares; 2025Q4: 11,010 shares; 2026Q1: 10,315 shares; 2026Q2: 7,864 shares 7,864 $1.75M 0.13% -2,451 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 37,790 shares; 2026Q1: 41,700 shares; 2026Q2: 40,740 shares 40,740 $1.72M 0.13% -960 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,931 shares; 2024Q4: 18,048 shares; 2025Q1: 15,904 shares; 2025Q2: 15,623 shares; 2025Q3: 16,713 shares; 2025Q4: 17,087 shares; 2026Q1: 16,629 shares; 2026Q2: 16,552 shares 16,552 $1.7M 0.12% -77 Timeline FLMI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,582 shares; 2026Q2: 67,166 shares 67,166 $1.69M 0.12% +47,584 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,023 shares; 2024Q4: 25,176 shares; 2025Q1: 33,222 shares; 2025Q2: 30,361 shares; 2025Q3: 35,707 shares; 2025Q4: 40,793 shares; 2026Q1: 43,480 shares; 2026Q2: 45,373 shares 45,373 $1.68M 0.12% +1,893 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,257 shares; 2024Q4: 10,708 shares; 2025Q1: 10,539 shares; 2025Q2: 10,540 shares; 2025Q3: 10,541 shares; 2025Q4: 10,633 shares; 2026Q1: 10,634 shares; 2026Q2: 10,635 shares 10,635 $1.67M 0.12% +1 Timeline DFAR 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: 67,300 shares; 2024Q4: 69,126 shares; 2025Q1: 70,785 shares; 2025Q2: 58,062 shares; 2025Q3: 58,634 shares; 2025Q4: 60,402 shares; 2026Q1: 62,296 shares; 2026Q2: 63,090 shares 63,090 $1.65M 0.12% +794 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,684 shares; 2024Q4: 1,655 shares; 2025Q1: 2,338 shares; 2025Q2: 2,422 shares; 2025Q3: 2,465 shares; 2025Q4: 13,022 shares; 2026Q1: 16,267 shares; 2026Q2: 16,255 shares 16,255 $1.61M 0.12% -12 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL 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: 20,172 shares; 2026Q1: 27,753 shares; 2026Q2: 36,773 shares 36,773 $1.59M 0.12% +9,020 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,882 shares; 2024Q4: 3,532 shares; 2025Q1: 3,940 shares; 2025Q2: 3,763 shares; 2025Q3: 3,517 shares; 2025Q4: 9,264 shares; 2026Q1: 4,488 shares; 2026Q2: 4,303 shares 4,303 $1.52M 0.11% -185 Timeline NUDM NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,489 shares; 2024Q4: 38,658 shares; 2025Q1: 32,596 shares; 2025Q2: 34,333 shares; 2025Q3: 36,698 shares; 2025Q4: 37,906 shares; 2026Q1: 37,665 shares; 2026Q2: 37,677 shares 37,677 $1.51M 0.11% +12 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,978 shares; 2024Q4: 20,553 shares; 2025Q1: 22,892 shares; 2025Q2: 22,895 shares; 2025Q3: 24,112 shares; 2025Q4: 24,457 shares; 2026Q1: 23,494 shares; 2026Q2: 19,506 shares 19,506 $1.5M 0.11% -3,988 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX 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: 13,981 shares; 2026Q1: 23,176 shares; 2026Q2: 20,930 shares 20,930 $1.49M 0.11% -2,246 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A 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: 2,218 shares; 2026Q1: 2,916 shares; 2026Q2: 3,234 shares 3,234 $1.48M 0.11% +318 Timeline CGCV CAPITAL GROUP CONSERVATIVE E More: the full row for CAPITAL GROUP CONSERVATIVE E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,228 shares; 2024Q4: 28,912 shares; 2025Q1: 30,003 shares; 2025Q2: 29,945 shares; 2025Q3: 41,650 shares; 2025Q4: 43,427 shares; 2026Q1: 44,086 shares; 2026Q2: 45,135 shares 45,135 $1.48M 0.11% +1,049 Timeline GOLD GOLD COM INC More: the full row for GOLD COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,000 shares; 2024Q4: 22,000 shares; 2025Q1: 22,000 shares; 2025Q2: 22,000 shares; 2025Q3: 22,000 shares; 2025Q4: 22,000 shares; 2026Q1: 35,200 shares; 2026Q2: 35,200 shares 35,200 $1.46M 0.11% 0 Timeline SFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21,701 shares; 2025Q2: 21,701 shares; 2025Q3: 22,126 shares; 2025Q4: 26,479 shares; 2026Q1: 31,429 shares; 2026Q2: 37,791 shares 37,791 $1.46M 0.11% +6,362 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,615 shares; 2024Q4: 10,111 shares; 2025Q1: 10,435 shares; 2025Q2: 9,865 shares; 2025Q3: 13,212 shares; 2025Q4: 16,853 shares; 2026Q1: 18,497 shares; 2026Q2: 17,580 shares 17,580 $1.46M 0.11% -917 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,527 shares; 2024Q4: 27,863 shares; 2025Q1: 29,015 shares; 2025Q2: 31,311 shares; 2025Q3: 40,259 shares; 2025Q4: 39,500 shares; 2026Q1: 41,573 shares; 2026Q2: 42,147 shares 42,147 $1.43M 0.1% +574 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,007 shares; 2024Q4: 14,338 shares; 2025Q1: 13,232 shares; 2025Q2: 16,167 shares; 2025Q3: 15,356 shares; 2025Q4: 14,174 shares; 2026Q1: 13,708 shares; 2026Q2: 13,648 shares 13,648 $1.42M 0.1% -60 Timeline TAXX BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,009 shares; 2025Q2: 16,286 shares; 2025Q3: 18,180 shares; 2025Q4: 19,230 shares; 2026Q1: 26,015 shares; 2026Q2: 27,610 shares 27,610 $1.4M 0.1% +1,595 Timeline VSGX 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: 40,757 shares; 2024Q4: 42,195 shares; 2025Q1: 40,995 shares; 2025Q2: 30,136 shares; 2025Q3: 19,274 shares; 2025Q4: 17,286 shares; 2026Q1: 17,283 shares; 2026Q2: 16,409 shares 16,409 $1.35M 0.1% -874 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: 19,428 shares; 2024Q4: 37,546 shares; 2025Q1: 34,732 shares; 2025Q2: 34,786 shares; 2025Q3: 34,786 shares; 2025Q4: 34,786 shares; 2026Q1: 35,025 shares; 2026Q2: 34,978 shares 34,978 $1.33M 0.1% -47 Timeline ULST SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,990 shares; 2024Q4: 30,291 shares; 2025Q1: 27,707 shares; 2025Q2: 29,059 shares; 2025Q3: 27,935 shares; 2025Q4: 28,376 shares; 2026Q1: 31,159 shares; 2026Q2: 32,562 shares 32,562 $1.32M 0.1% +1,403 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,079 shares; 2024Q4: 5,052 shares; 2025Q1: 4,749 shares; 2025Q2: 4,747 shares; 2025Q3: 4,745 shares; 2025Q4: 4,744 shares; 2026Q1: 4,752 shares; 2026Q2: 4,745 shares 4,745 $1.31M 0.1% -7 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,968 shares; 2024Q4: 20,646 shares; 2025Q1: 20,116 shares; 2025Q2: 20,394 shares; 2025Q3: 19,286 shares; 2025Q4: 19,624 shares; 2026Q1: 19,426 shares; 2026Q2: 15,819 shares 15,819 $1.21M 0.09% -3,607 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; 2024Q3: 7,104 shares; 2024Q4: 7,535 shares; 2025Q1: 9,617 shares; 2025Q2: 7,865 shares; 2025Q3: 6,647 shares; 2025Q4: 21,932 shares; 2026Q1: 21,487 shares; 2026Q2: 21,100 shares 21,100 $1.2M 0.09% -387 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,663 shares; 2024Q4: 16,546 shares; 2025Q1: 17,134 shares; 2025Q2: 18,654 shares; 2025Q3: 24,385 shares; 2025Q4: 24,329 shares; 2026Q1: 24,999 shares; 2026Q2: 25,407 shares 25,407 $1.2M 0.09% +408 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,469 shares; 2024Q4: 24,618 shares; 2025Q1: 24,315 shares; 2025Q2: 28,012 shares; 2025Q3: 31,552 shares; 2025Q4: 34,621 shares; 2026Q1: 37,277 shares; 2026Q2: 37,538 shares 37,538 $1.14M 0.08% +261 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 134,685 shares; 2024Q4: 147,084 shares; 2025Q1: 154,071 shares; 2025Q2: 68,830 shares; 2025Q3: 57,431 shares; 2025Q4: 56,443 shares; 2026Q1: 45,979 shares; 2026Q2: 44,928 shares 44,928 $1.13M 0.08% -1,051 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: 2,198 shares; 2024Q4: 1,445 shares; 2025Q1: 1,521 shares; 2025Q2: 3,667 shares; 2025Q3: 2,026 shares; 2025Q4: 1,880 shares; 2026Q1: 1,887 shares; 2026Q2: 1,638 shares 1,638 $1.13M 0.08% -249 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,067 shares; 2024Q4: 54,826 shares; 2025Q1: 38,234 shares; 2025Q2: 14,657 shares; 2025Q3: 12,793 shares; 2025Q4: 12,662 shares; 2026Q1: 12,232 shares; 2026Q2: 11,752 shares 11,752 $1.12M 0.08% -480 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: 2,992 shares; 2024Q4: 2,722 shares; 2025Q1: 2,472 shares; 2025Q2: 2,434 shares; 2025Q3: 2,139 shares; 2025Q4: 2,163 shares; 2026Q1: 2,170 shares; 2026Q2: 2,176 shares 2,176 $1.09M 0.08% +6 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,594 shares; 2024Q4: 45,683 shares; 2025Q1: 43,080 shares; 2025Q2: 31,728 shares; 2025Q3: 21,139 shares; 2025Q4: 20,670 shares; 2026Q1: 19,724 shares; 2026Q2: 18,874 shares 18,874 $1.06M 0.08% -850 Timeline DFSI 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: 21,427 shares; 2025Q4: 22,690 shares; 2026Q1: 24,317 shares; 2026Q2: 23,017 shares 23,017 $1.04M 0.08% -1,300 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 143,003 shares; 2024Q4: 155,756 shares; 2025Q1: 163,203 shares; 2025Q2: 74,542 shares; 2025Q3: 56,858 shares; 2025Q4: 55,458 shares; 2026Q1: 43,340 shares; 2026Q2: 41,853 shares 41,853 $1.01M 0.07% -1,487 Timeline CGSD 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: 14,101 shares; 2024Q4: 12,409 shares; 2025Q1: 13,490 shares; 2025Q2: 12,985 shares; 2025Q3: 14,910 shares; 2025Q4: 23,559 shares; 2026Q1: 28,841 shares; 2026Q2: 39,036 shares 39,036 $1M 0.07% +10,195 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,291 shares; 2024Q4: 5,397 shares; 2025Q1: 7,935 shares; 2025Q2: 10,390 shares; 2025Q3: 15,228 shares; 2025Q4: 15,533 shares; 2026Q1: 18,467 shares; 2026Q2: 17,576 shares 17,576 $993K 0.07% -891 Timeline SPSM 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: 16,241 shares; 2024Q4: 15,930 shares; 2025Q1: 15,505 shares; 2025Q2: 15,345 shares; 2025Q3: 17,103 shares; 2025Q4: 16,254 shares; 2026Q1: 17,541 shares; 2026Q2: 17,096 shares 17,096 $986K 0.07% -445 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,367 shares; 2024Q4: 21,670 shares; 2025Q1: 18,313 shares; 2025Q2: 19,638 shares; 2025Q3: 18,275 shares; 2025Q4: 18,723 shares; 2026Q1: 18,759 shares; 2026Q2: 19,314 shares 19,314 $977K 0.07% +555 Timeline AOM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,724 shares; 2024Q4: 5,793 shares; 2025Q1: 5,857 shares; 2025Q2: 5,414 shares; 2025Q3: 5,663 shares; 2025Q4: 5,847 shares; 2026Q1: 19,072 shares; 2026Q2: 19,198 shares 19,198 $958K 0.07% +126 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 146,613 shares; 2024Q4: 162,001 shares; 2025Q1: 168,736 shares; 2025Q2: 81,031 shares; 2025Q3: 62,775 shares; 2025Q4: 57,185 shares; 2026Q1: 42,221 shares; 2026Q2: 39,457 shares 39,457 $956K 0.07% -2,764 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,801 shares; 2024Q4: 15,370 shares; 2025Q1: 14,972 shares; 2025Q2: 14,972 shares; 2025Q3: 15,866 shares; 2025Q4: 15,974 shares; 2026Q1: 20,835 shares; 2026Q2: 18,668 shares 18,668 $945K 0.07% -2,167 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,181 shares 2,181 $929K 0.07% new Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,250 shares; 2024Q4: 6,052 shares; 2025Q1: 5,569 shares; 2025Q2: 5,605 shares; 2025Q3: 5,563 shares; 2025Q4: 5,402 shares; 2026Q1: 5,550 shares; 2026Q2: 5,352 shares 5,352 $879K 0.06% -198 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,426 shares; 2025Q3: 1,431 shares; 2025Q4: 1,498 shares; 2026Q1: 1,513 shares; 2026Q2: 1,503 shares 1,503 $873K 0.06% -10 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,215 shares; 2024Q4: 6,241 shares; 2025Q1: 6,576 shares; 2025Q2: 6,169 shares; 2025Q3: 6,169 shares; 2025Q4: 6,169 shares; 2026Q1: 6,169 shares; 2026Q2: 6,313 shares 6,313 $868K 0.06% +144 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,205 shares; 2024Q4: 1,205 shares; 2025Q1: 1,225 shares; 2025Q2: 1,225 shares; 2025Q3: 1,225 shares; 2025Q4: 1,225 shares; 2026Q1: 1,225 shares; 2026Q2: 1,225 shares 1,225 $862K 0.06% 0 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,305 shares; 2025Q3: 6,113 shares; 2025Q4: 6,193 shares; 2026Q1: 6,194 shares; 2026Q2: 5,690 shares 5,690 $854K 0.06% -504 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: 15,158 shares; 2024Q4: 20,429 shares; 2025Q1: 21,765 shares; 2025Q2: 21,582 shares; 2025Q3: 21,499 shares; 2025Q4: 22,298 shares; 2026Q1: 18,375 shares; 2026Q2: 18,717 shares 18,717 $851K 0.06% +342 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,558 shares; 2024Q4: 2,610 shares; 2025Q1: 2,498 shares; 2025Q2: 2,441 shares; 2025Q3: 2,299 shares; 2025Q4: 2,573 shares; 2026Q1: 2,561 shares; 2026Q2: 2,459 shares 2,459 $846K 0.06% -102 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,893 shares; 2024Q4: 26,690 shares; 2025Q1: 21,843 shares; 2025Q2: 24,417 shares; 2025Q3: 31,030 shares; 2025Q4: 29,183 shares; 2026Q1: 27,114 shares; 2026Q2: 26,485 shares 26,485 $840K 0.06% -629 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,153 shares; 2024Q4: 71,536 shares; 2025Q1: 61,853 shares; 2025Q2: 60,898 shares; 2025Q3: 58,252 shares; 2025Q4: 52,837 shares; 2026Q1: 27,686 shares; 2026Q2: 27,602 shares 27,602 $812K 0.06% -84 Timeline XEMD BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,182 shares; 2024Q4: 15,742 shares; 2025Q1: 15,645 shares; 2025Q2: 16,057 shares; 2025Q3: 14,618 shares; 2025Q4: 15,243 shares; 2026Q1: 16,174 shares; 2026Q2: 18,079 shares 18,079 $812K 0.06% +1,905 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,166 shares; 2024Q4: 10,036 shares; 2025Q1: 9,403 shares; 2025Q2: 9,404 shares; 2025Q3: 9,273 shares; 2025Q4: 8,742 shares; 2026Q1: 8,271 shares; 2026Q2: 7,407 shares 7,407 $789K 0.06% -864 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,048 shares; 2024Q4: 10,048 shares; 2025Q1: 10,048 shares; 2025Q2: 10,053 shares; 2025Q3: 10,053 shares; 2025Q4: 10,048 shares; 2026Q1: 10,048 shares; 2026Q2: 10,048 shares 10,048 $760K 0.06% 0 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,250 shares; 2024Q4: 3,170 shares; 2025Q1: 2,706 shares; 2025Q2: 2,652 shares; 2025Q3: 2,585 shares; 2025Q4: 2,592 shares; 2026Q1: 2,315 shares; 2026Q2: 2,324 shares 2,324 $698K 0.05% +9 Timeline VAW 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,182 shares; 2025Q3: 3,065 shares; 2025Q4: 3,259 shares; 2026Q1: 3,249 shares; 2026Q2: 2,998 shares 2,998 $686K 0.05% -251 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,330 shares; 2024Q4: 11,589 shares; 2025Q1: 11,032 shares; 2025Q2: 11,347 shares; 2025Q3: 12,764 shares; 2025Q4: 12,905 shares; 2026Q1: 12,250 shares; 2026Q2: 12,267 shares 12,267 $671K 0.05% +17 Timeline JBBB JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,964 shares; 2024Q4: 9,692 shares; 2025Q1: 11,526 shares; 2025Q2: 12,411 shares; 2025Q3: 12,871 shares; 2025Q4: 12,655 shares; 2026Q1: 13,450 shares; 2026Q2: 14,034 shares 14,034 $665K 0.05% +584 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 656 shares; 2025Q1: 639 shares; 2025Q2: 711 shares; 2025Q3: 611 shares; 2025Q4: 598 shares; 2026Q1: 709 shares; 2026Q2: 5,472 shares 5,472 $654K 0.05% +4,763 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,686 shares; 2024Q4: 4,911 shares; 2025Q1: 4,625 shares; 2025Q2: 4,606 shares; 2025Q3: 4,412 shares; 2025Q4: 4,220 shares; 2026Q1: 6,851 shares; 2026Q2: 6,752 shares 6,752 $652K 0.05% -99 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 9,721 shares; 2025Q1: 10,060 shares; 2025Q2: 12,273 shares; 2025Q3: 11,530 shares; 2025Q4: 11,080 shares; 2026Q1: 5,035 shares; 2026Q2: 5,121 shares 5,121 $639K 0.05% +86 Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 131,346 shares; 2024Q4: 148,504 shares; 2025Q1: 153,387 shares; 2025Q2: 59,971 shares; 2025Q3: 41,289 shares; 2025Q4: 41,131 shares; 2026Q1: 29,222 shares; 2026Q2: 27,526 shares 27,526 $638K 0.05% -1,696 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: 1,698 shares; 2024Q4: 1,346 shares; 2025Q1: 2,291 shares; 2025Q2: 2,181 shares; 2025Q3: 2,049 shares; 2025Q4: 2,031 shares; 2026Q1: 1,895 shares; 2026Q2: 7,685 shares 7,685 $619K 0.05% +5,790 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,250 shares; 2024Q4: 7,183 shares; 2025Q1: 8,014 shares; 2025Q2: 8,008 shares; 2025Q3: 7,836 shares; 2025Q4: 7,844 shares; 2026Q1: 7,959 shares; 2026Q2: 7,953 shares 7,953 $609K 0.04% -6 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,391 shares; 2024Q4: 4,752 shares; 2025Q1: 4,713 shares; 2025Q2: 4,713 shares; 2025Q3: 4,478 shares; 2025Q4: 4,524 shares; 2026Q1: 4,393 shares; 2026Q2: 22,080 shares 22,080 $605K 0.04% +17,687 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 681 shares; 2026Q1: 685 shares; 2026Q2: 1,263 shares 1,263 $603K 0.04% +578 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,631 shares; 2024Q4: 2,631 shares; 2025Q1: 2,614 shares; 2025Q2: 2,611 shares; 2025Q3: 2,611 shares; 2025Q4: 2,611 shares; 2026Q1: 2,611 shares; 2026Q2: 2,633 shares 2,633 $598K 0.04% +22 Timeline XBB BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,379 shares; 2024Q4: 18,140 shares; 2025Q1: 18,066 shares; 2025Q2: 18,544 shares; 2025Q3: 17,264 shares; 2025Q4: 17,868 shares; 2026Q1: 13,649 shares; 2026Q2: 14,534 shares 14,534 $596K 0.04% +885 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,002 shares; 2025Q4: 2,472 shares; 2026Q1: 2,406 shares; 2026Q2: 2,406 shares 2,406 $583K 0.04% 0 Timeline VGIT 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: not reported; 2024Q4: 32,676 shares; 2025Q1: 30,998 shares; 2025Q2: 39,360 shares; 2025Q3: 65,408 shares; 2025Q4: 76,611 shares; 2026Q1: 18,005 shares; 2026Q2: 9,520 shares 9,520 $561K 0.04% -8,485 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,726 shares; 2026Q2: 4,009 shares 4,009 $560K 0.04% -717 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,527 shares; 2024Q4: 7,136 shares; 2025Q1: 7,128 shares; 2025Q2: 6,252 shares; 2025Q3: 6,561 shares; 2025Q4: 7,037 shares; 2026Q1: 7,129 shares; 2026Q2: 7,360 shares 7,360 $556K 0.04% +231 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 403 shares; 2026Q1: 403 shares; 2026Q2: 403 shares 403 $548K 0.04% 0 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,249 shares; 2024Q4: 17,419 shares; 2025Q1: 17,056 shares; 2025Q2: 31,655 shares; 2025Q3: 25,940 shares; 2025Q4: 21,563 shares; 2026Q1: 10,908 shares; 2026Q2: 10,888 shares 10,888 $548K 0.04% -20 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,485 shares; 2024Q4: 3,492 shares; 2025Q1: 5,144 shares; 2025Q2: 4,779 shares; 2025Q3: 4,579 shares; 2025Q4: 4,677 shares; 2026Q1: 4,693 shares; 2026Q2: 3,950 shares 3,950 $540K 0.04% -743 Timeline HGER HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,148 shares; 2024Q4: 15,854 shares; 2025Q1: 15,425 shares; 2025Q2: 15,766 shares; 2025Q3: 16,775 shares; 2025Q4: 17,921 shares; 2026Q1: 18,777 shares; 2026Q2: 18,340 shares 18,340 $538K 0.04% -437 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,430 shares; 2024Q4: 2,430 shares; 2025Q1: 2,434 shares; 2025Q2: 2,430 shares; 2025Q3: 2,430 shares; 2025Q4: 2,129 shares; 2026Q1: 2,129 shares; 2026Q2: 2,133 shares 2,133 $530K 0.04% +4 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,854 shares; 2024Q4: 1,854 shares; 2025Q1: 2,045 shares; 2025Q2: 2,157 shares; 2025Q3: 2,176 shares; 2025Q4: 2,213 shares; 2026Q1: 2,031 shares; 2026Q2: 2,104 shares 2,104 $529K 0.04% +73 Timeline CBOL CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,444 shares; 2026Q2: 22,496 shares 22,496 $525K 0.04% +52 Timeline IVOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,465 shares; 2024Q4: 3,492 shares; 2025Q1: 3,497 shares; 2025Q2: 3,982 shares; 2025Q3: 3,815 shares; 2025Q4: 4,400 shares; 2026Q1: 3,992 shares; 2026Q2: 3,984 shares 3,984 $520K 0.04% -8 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,979 shares; 2024Q4: 3,979 shares; 2025Q1: 4,286 shares; 2025Q2: 4,063 shares; 2025Q3: 3,940 shares; 2025Q4: 3,973 shares; 2026Q1: 3,693 shares; 2026Q2: 3,458 shares 3,458 $507K 0.04% -235 Timeline SLYV 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: 5,380 shares; 2024Q4: 5,337 shares; 2025Q1: 5,399 shares; 2025Q2: 5,620 shares; 2025Q3: 5,028 shares; 2025Q4: 4,954 shares; 2026Q1: 5,465 shares; 2026Q2: 4,592 shares 4,592 $501K 0.04% -873 Timeline IBDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 136,743 shares; 2024Q4: 152,907 shares; 2025Q1: 159,093 shares; 2025Q2: 59,317 shares; 2025Q3: 39,333 shares; 2025Q4: 36,790 shares; 2026Q1: 24,200 shares; 2026Q2: 22,383 shares 22,383 $488K 0.04% -1,817 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: 874 shares; 2024Q4: 973 shares; 2025Q1: 1,048 shares; 2025Q2: 1,032 shares; 2025Q3: 1,015 shares; 2025Q4: 1,062 shares; 2026Q1: 1,072 shares; 2026Q2: 5,514 shares 5,514 $485K 0.04% +4,442 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 944 shares; 2024Q4: 944 shares; 2025Q1: 920 shares; 2025Q2: 920 shares; 2025Q3: 920 shares; 2025Q4: 920 shares; 2026Q1: 920 shares; 2026Q2: 920 shares 920 $481K 0.04% 0 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,389 shares; 2024Q4: 7,407 shares; 2025Q1: 7,407 shares; 2025Q2: 7,407 shares; 2025Q3: 7,407 shares; 2025Q4: 7,407 shares; 2026Q1: 9,100 shares; 2026Q2: 9,100 shares 9,100 $477K 0.03% 0 Timeline NUEM NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,849 shares; 2024Q4: 8,971 shares; 2025Q1: 10,291 shares; 2025Q2: 10,468 shares; 2025Q3: 11,397 shares; 2025Q4: 11,741 shares; 2026Q1: 11,323 shares; 2026Q2: 11,173 shares 11,173 $474K 0.03% -150 Timeline QFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,358 shares; 2026Q2: 12,856 shares 12,856 $469K 0.03% +1,498 Timeline REET 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: 15,892 shares; 2025Q3: 16,000 shares; 2025Q4: 16,188 shares; 2026Q1: 16,531 shares; 2026Q2: 16,873 shares 16,873 $466K 0.03% +342 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: 4,721 shares; 2024Q4: 4,324 shares; 2025Q1: 4,854 shares; 2025Q2: 4,963 shares; 2025Q3: 4,834 shares; 2025Q4: 5,774 shares; 2026Q1: 5,530 shares; 2026Q2: 5,733 shares 5,733 $466K 0.03% +203 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,855 shares; 2024Q4: 3,855 shares; 2025Q1: 3,680 shares; 2025Q2: 3,700 shares; 2025Q3: 3,684 shares; 2025Q4: 3,700 shares; 2026Q1: 3,709 shares; 2026Q2: 3,700 shares 3,700 $460K 0.03% -9 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,300 shares; 2025Q4: 7,795 shares; 2026Q1: 7,562 shares; 2026Q2: 7,562 shares 7,562 $452K 0.03% 0 Timeline PSK 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: 17,380 shares; 2024Q4: 16,553 shares; 2025Q1: 21,890 shares; 2025Q2: 22,898 shares; 2025Q3: 21,899 shares; 2025Q4: 22,582 shares; 2026Q1: 16,371 shares; 2026Q2: 14,469 shares 14,469 $442K 0.03% -1,902 Timeline VSS 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: 7,701 shares; 2024Q4: 7,838 shares; 2025Q1: 7,810 shares; 2025Q2: 7,293 shares; 2025Q3: 3,500 shares; 2025Q4: 3,313 shares; 2026Q1: 3,088 shares; 2026Q2: 2,832 shares 2,832 $437K 0.03% -256 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,265 shares; 2024Q4: 3,380 shares; 2025Q1: 3,462 shares; 2025Q2: 3,473 shares; 2025Q3: 3,463 shares; 2025Q4: 3,117 shares; 2026Q1: 2,916 shares; 2026Q2: 2,911 shares 2,911 $432K 0.03% -5 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: 4,093 shares; 2024Q4: 3,383 shares; 2025Q1: 3,566 shares; 2025Q2: 3,403 shares; 2025Q3: 3,399 shares; 2025Q4: 3,352 shares; 2026Q1: 3,392 shares; 2026Q2: 3,460 shares 3,460 $430K 0.03% +68 Timeline IBTK 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: 13,489 shares; 2025Q1: 13,526 shares; 2025Q2: 13,602 shares; 2025Q3: 13,627 shares; 2025Q4: 17,846 shares; 2026Q1: 21,335 shares; 2026Q2: 21,407 shares 21,407 $418K 0.03% +72 Timeline ZFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,831 shares; 2025Q2: 8,831 shares; 2025Q3: 8,831 shares; 2025Q4: 8,831 shares; 2026Q1: 16,065 shares; 2026Q2: 16,065 shares 16,065 $417K 0.03% 0 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,209 shares; 2024Q4: 1,117 shares; 2025Q1: 1,105 shares; 2025Q2: 1,138 shares; 2025Q3: 1,109 shares; 2025Q4: 1,187 shares; 2026Q1: 1,065 shares; 2026Q2: 1,211 shares 1,211 $415K 0.03% +146 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,460 shares; 2024Q4: 19,554 shares; 2025Q1: 18,730 shares; 2025Q2: 15,489 shares; 2025Q3: 14,585 shares; 2025Q4: 13,265 shares; 2026Q1: 13,482 shares; 2026Q2: 13,020 shares 13,020 $405K 0.03% -462 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,609 shares; 2024Q4: 5,327 shares; 2025Q1: 4,625 shares; 2025Q2: 4,437 shares; 2025Q3: 3,476 shares; 2025Q4: 3,038 shares; 2026Q1: 2,806 shares; 2026Q2: 2,738 shares 2,738 $400K 0.03% -68 Timeline DFSE 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: 7,127 shares; 2025Q4: 7,717 shares; 2026Q1: 8,313 shares; 2026Q2: 8,173 shares 8,173 $399K 0.03% -140 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7,545 shares; 2025Q1: 7,671 shares; 2025Q2: 6,329 shares; 2025Q3: 4,421 shares; 2025Q4: 4,320 shares; 2026Q1: 4,320 shares; 2026Q2: 4,320 shares 4,320 $394K 0.03% 0 Timeline IBTL 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: 13,178 shares; 2025Q1: 13,214 shares; 2025Q2: 13,287 shares; 2025Q3: 13,311 shares; 2025Q4: 15,735 shares; 2026Q1: 18,896 shares; 2026Q2: 18,964 shares 18,964 $383K 0.03% +68 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: 8,701 shares; 2024Q4: 9,135 shares; 2025Q1: 9,018 shares; 2025Q2: 9,378 shares; 2025Q3: 10,696 shares; 2025Q4: 10,738 shares; 2026Q1: 11,128 shares; 2026Q2: 13,776 shares 13,776 $378K 0.03% +2,648 Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,098 shares; 2024Q4: 12,082 shares; 2025Q1: 10,307 shares; 2025Q2: 9,805 shares; 2025Q3: 9,805 shares; 2025Q4: 9,805 shares; 2026Q1: 9,036 shares; 2026Q2: 9,036 shares 9,036 $378K 0.03% 0 Timeline IBTJ 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: 13,739 shares; 2026Q1: 17,146 shares; 2026Q2: 17,225 shares 17,225 $373K 0.03% +79 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,145 shares; 2024Q4: 5,145 shares; 2025Q1: 5,117 shares; 2025Q2: 5,130 shares; 2025Q3: 4,830 shares; 2025Q4: 4,776 shares; 2026Q1: 4,586 shares; 2026Q2: 4,283 shares 4,283 $370K 0.03% -303 Timeline VOX 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,891 shares; 2025Q3: 1,732 shares; 2025Q4: 1,921 shares; 2026Q1: 1,751 shares; 2026Q2: 1,969 shares 1,969 $362K 0.03% +218 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,582 shares; 2024Q4: 7,187 shares; 2025Q1: 11,367 shares; 2025Q2: 8,408 shares; 2025Q3: 8,679 shares; 2025Q4: 9,387 shares; 2026Q1: 12,423 shares; 2026Q2: 8,968 shares 8,968 $361K 0.03% -3,455 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,719 shares; 2024Q4: 10,298 shares; 2025Q1: 9,332 shares; 2025Q2: 9,635 shares; 2025Q3: 9,402 shares; 2025Q4: 8,358 shares; 2026Q1: 7,068 shares; 2026Q2: 5,433 shares 5,433 $361K 0.03% -1,635 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,709 shares; 2026Q1: 4,709 shares; 2026Q2: 4,709 shares 4,709 $357K 0.03% 0 Timeline LARK LANDMARK BANCORP INC More: the full row for LANDMARK BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,519 shares; 2024Q4: 11,045 shares; 2025Q1: 11,049 shares; 2025Q2: 11,006 shares; 2025Q3: 11,010 shares; 2025Q4: 11,559 shares; 2026Q1: 11,563 shares; 2026Q2: 11,567 shares 11,567 $355K 0.03% +4 Timeline SDY 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: 2,622 shares; 2024Q4: 2,626 shares; 2025Q1: 2,630 shares; 2025Q2: 2,634 shares; 2025Q3: 2,530 shares; 2025Q4: 2,535 shares; 2026Q1: 2,319 shares; 2026Q2: 2,323 shares 2,323 $354K 0.03% +4 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,225 shares; 2024Q4: 7,225 shares; 2025Q1: 7,243 shares; 2025Q2: 7,298 shares; 2025Q3: 7,299 shares; 2025Q4: 7,395 shares; 2026Q1: 7,339 shares; 2026Q2: 7,322 shares 7,322 $341K 0.02% -17 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 864 shares; 2026Q1: 846 shares; 2026Q2: 809 shares 809 $336K 0.02% -37 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,038 shares; 2024Q4: 1,041 shares; 2025Q1: 1,015 shares; 2025Q2: 919 shares; 2025Q3: 919 shares; 2025Q4: 905 shares; 2026Q1: 824 shares; 2026Q2: 850 shares 850 $335K 0.02% +26 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,267 shares; 2024Q4: 2,768 shares; 2025Q1: 2,211 shares; 2025Q2: 2,211 shares; 2025Q3: 1,761 shares; 2025Q4: 1,206 shares; 2026Q1: 1,068 shares; 2026Q2: 970 shares 970 $333K 0.02% -98 Timeline EPS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,520 shares; 2024Q4: 6,520 shares; 2025Q1: 4,342 shares; 2025Q2: 4,342 shares; 2025Q3: 4,289 shares; 2025Q4: 4,210 shares; 2026Q1: 4,210 shares; 2026Q2: 4,210 shares 4,210 $327K 0.02% 0 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,259 shares; 2024Q4: 17,145 shares; 2025Q1: 14,035 shares; 2025Q2: 12,750 shares; 2025Q3: 12,750 shares; 2025Q4: 13,439 shares; 2026Q1: 13,439 shares; 2026Q2: 13,470 shares 13,470 $325K 0.02% +31 Timeline IBDW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 138,142 shares; 2024Q4: 155,644 shares; 2025Q1: 161,615 shares; 2025Q2: 56,832 shares; 2025Q3: 32,815 shares; 2025Q4: 30,382 shares; 2026Q1: 17,371 shares; 2026Q2: 15,472 shares 15,472 $322K 0.02% -1,899 Timeline GBIL 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,003 shares; 2026Q2: 3,192 shares 3,192 $320K 0.02% +189 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,123 shares; 2024Q4: 4,201 shares; 2025Q1: 4,235 shares; 2025Q2: 4,279 shares; 2025Q3: 4,323 shares; 2025Q4: 4,507 shares; 2026Q1: 4,534 shares; 2026Q2: 4,632 shares 4,632 $319K 0.02% +98 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,693 shares 2,693 $314K 0.02% new Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,895 shares; 2024Q4: 5,625 shares; 2025Q1: 4,929 shares; 2025Q2: 4,696 shares; 2025Q3: 4,556 shares; 2025Q4: 4,528 shares; 2026Q1: 4,493 shares; 2026Q2: 1,567 shares 1,567 $313K 0.02% -2,926 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: 1,347 shares; 2024Q4: 1,320 shares; 2025Q1: 1,297 shares; 2025Q2: 1,297 shares; 2025Q3: 604 shares; 2025Q4: 398 shares; 2026Q1: 388 shares; 2026Q2: 425 shares 425 $313K 0.02% +37 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: not reported; 2024Q4: 3,407 shares; 2025Q1: 3,608 shares; 2025Q2: 3,357 shares; 2025Q3: 3,550 shares; 2025Q4: 3,642 shares; 2026Q1: 3,527 shares; 2026Q2: 3,535 shares 3,535 $310K 0.02% +8 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,031 shares; 2024Q4: 2,031 shares; 2025Q1: 2,411 shares; 2025Q2: 2,430 shares; 2025Q3: 2,459 shares; 2025Q4: 2,534 shares; 2026Q1: 2,805 shares; 2026Q2: 3,335 shares 3,335 $303K 0.02% +530 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,284 shares; 2024Q4: 3,227 shares; 2025Q1: 3,227 shares; 2025Q2: 3,227 shares; 2025Q3: 3,203 shares; 2025Q4: 3,203 shares; 2026Q1: 3,203 shares; 2026Q2: 3,203 shares 3,203 $299K 0.02% 0 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,516 shares; 2024Q4: 1,717 shares; 2025Q1: 1,717 shares; 2025Q2: 1,631 shares; 2025Q3: 1,631 shares; 2025Q4: 1,631 shares; 2026Q1: 1,631 shares; 2026Q2: 1,086 shares 1,086 $297K 0.02% -545 Timeline AOR 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: 4,139 shares; 2025Q3: 4,148 shares; 2025Q4: 4,118 shares; 2026Q1: 4,118 shares; 2026Q2: 4,233 shares 4,233 $294K 0.02% +115 Timeline ZJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,175 shares; 2026Q2: 10,175 shares 10,175 $285K 0.02% 0 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,661 shares; 2025Q2: 5,069 shares; 2025Q3: 5,069 shares; 2025Q4: 4,965 shares; 2026Q1: 4,017 shares; 2026Q2: 4,025 shares 4,025 $281K 0.02% +8 Timeline CBTL CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 42,289 shares; 2026Q1: 16,131 shares; 2026Q2: 16,259 shares 16,259 $281K 0.02% +128 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,092 shares; 2025Q1: 1,175 shares; 2025Q2: 1,070 shares; 2025Q3: 1,052 shares; 2025Q4: 1,039 shares; 2026Q1: 774 shares; 2026Q2: 754 shares 754 $278K 0.02% -20 Timeline OSK OSHKOSH CORP More: the full row for OSHKOSH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,807 shares; 2025Q4: 1,807 shares; 2026Q1: 1,807 shares; 2026Q2: 1,807 shares 1,807 $277K 0.02% 0 Timeline IBTH 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: 10,501 shares; 2026Q1: 12,687 shares; 2026Q2: 12,260 shares 12,260 $274K 0.02% -427 Timeline ZMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,686 shares; 2025Q2: 9,686 shares; 2025Q3: 9,686 shares; 2025Q4: 9,686 shares; 2026Q1: 9,686 shares; 2026Q2: 9,686 shares 9,686 $273K 0.02% 0 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,608 shares; 2025Q3: 1,591 shares; 2025Q4: 1,479 shares; 2026Q1: 1,423 shares; 2026Q2: 1,245 shares 1,245 $273K 0.02% -178 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 832 shares; 2024Q4: 830 shares; 2025Q1: 939 shares; 2025Q2: 919 shares; 2025Q3: 917 shares; 2025Q4: 933 shares; 2026Q1: 930 shares; 2026Q2: 855 shares 855 $269K 0.02% -75 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,491 shares; 2024Q4: 881 shares; 2025Q1: 840 shares; 2025Q2: 1,078 shares; 2025Q3: 1,078 shares; 2025Q4: 659 shares; 2026Q1: 695 shares; 2026Q2: 635 shares 635 $267K 0.02% -60 Timeline PFXF VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,899 shares; 2026Q2: 14,927 shares 14,927 $266K 0.02% +28 Timeline ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,043 shares; 2024Q4: 3,043 shares; 2025Q1: 2,760 shares; 2025Q2: 2,760 shares; 2025Q3: 2,760 shares; 2025Q4: 2,186 shares; 2026Q1: 2,186 shares; 2026Q2: 2,186 shares 2,186 $263K 0.02% 0 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,183 shares; 2025Q4: 1,183 shares; 2026Q1: 1,183 shares; 2026Q2: 1,183 shares 1,183 $262K 0.02% 0 Timeline BSMS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55,397 shares; 2024Q4: 55,661 shares; 2025Q1: 55,453 shares; 2025Q2: 30,742 shares; 2025Q3: 13,841 shares; 2025Q4: 12,198 shares; 2026Q1: 11,219 shares; 2026Q2: 11,028 shares 11,028 $258K 0.02% -191 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: not reported; 2024Q4: not reported; 2025Q1: 885 shares; 2025Q2: 501 shares; 2025Q3: 505 shares; 2025Q4: 500 shares; 2026Q1: 426 shares; 2026Q2: 407 shares 407 $258K 0.02% -19 Timeline ACWI 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: 1,617 shares; 2025Q3: 1,617 shares; 2025Q4: 1,617 shares; 2026Q1: 1,617 shares; 2026Q2: 1,617 shares 1,617 $254K 0.02% 0 Timeline UFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,168 shares; 2025Q3: 6,168 shares; 2025Q4: 6,168 shares; 2026Q1: 6,410 shares; 2026Q2: 6,410 shares 6,410 $248K 0.02% 0 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 916 shares; 2025Q2: not reported; 2025Q3: 979 shares; 2025Q4: 997 shares; 2026Q1: 1,034 shares; 2026Q2: 871 shares 871 $245K 0.02% -163 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,158 shares 1,158 $242K 0.02% new Timeline BSMR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,523 shares; 2024Q4: 58,088 shares; 2025Q1: 57,884 shares; 2025Q2: 33,876 shares; 2025Q3: 16,690 shares; 2025Q4: 14,572 shares; 2026Q1: 13,156 shares; 2026Q2: 10,023 shares 10,023 $237K 0.02% -3,133 Timeline DFUV 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: 5,938 shares; 2025Q2: 5,938 shares; 2025Q3: 5,933 shares; 2025Q4: 5,929 shares; 2026Q1: 4,364 shares; 2026Q2: 4,293 shares 4,293 $236K 0.02% -71 Timeline IBTI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,586 shares; 2026Q2: 10,628 shares 10,628 $235K 0.02% +42 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; 2024Q3: 1,577 shares; 2024Q4: 1,556 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,205 shares; 2025Q4: 1,205 shares; 2026Q1: 1,185 shares; 2026Q2: 1,168 shares 1,168 $231K 0.02% -17 Timeline BSMT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,115 shares; 2024Q4: 53,192 shares; 2025Q1: 55,034 shares; 2025Q2: 29,543 shares; 2025Q3: 12,329 shares; 2025Q4: 10,677 shares; 2026Q1: 10,115 shares; 2026Q2: 9,875 shares 9,875 $227K 0.02% -240 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 522 shares; 2024Q4: 522 shares; 2025Q1: 522 shares; 2025Q2: 522 shares; 2025Q3: 522 shares; 2025Q4: 524 shares; 2026Q1: 534 shares; 2026Q2: 545 shares 545 $226K 0.02% +11 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,222 shares 1,222 $226K 0.02% new Timeline SDEM GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,643 shares; 2026Q2: 6,966 shares 6,966 $224K 0.02% +323 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,651 shares; 2025Q1: 2,651 shares; 2025Q2: 2,662 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,575 shares; 2026Q2: 2,570 shares 2,570 $223K 0.02% -5 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,444 shares; 2025Q2: 5,321 shares; 2025Q3: 5,321 shares; 2025Q4: 5,213 shares; 2026Q1: 4,110 shares; 2026Q2: 4,133 shares 4,133 $223K 0.02% +23 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,626 shares 1,626 $222K 0.02% new Timeline MMM 3M CO More: the full row for 3M 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: 1,367 shares 1,367 $221K 0.02% new Timeline SCHE 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: 6,543 shares; 2025Q4: 6,188 shares; 2026Q1: 6,074 shares; 2026Q2: 6,055 shares 6,055 $220K 0.02% -19 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 187 shares 187 $216K 0.02% new Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,268 shares; 2025Q1: 1,910 shares; 2025Q2: 1,944 shares; 2025Q3: 1,946 shares; 2025Q4: 1,722 shares; 2026Q1: 1,741 shares; 2026Q2: 1,495 shares 1,495 $214K 0.02% -246 Timeline IBDX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 97,872 shares; 2024Q4: 107,799 shares; 2025Q1: 113,232 shares; 2025Q2: 26,620 shares; 2025Q3: 8,103 shares; 2025Q4: not reported; 2026Q1: 9,984 shares; 2026Q2: 8,377 shares 8,377 $211K 0.02% -1,607 Timeline BBHY 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: 5,229 shares; 2024Q4: 6,533 shares; 2025Q1: 5,771 shares; 2025Q2: 5,784 shares; 2025Q3: 5,795 shares; 2025Q4: 5,676 shares; 2026Q1: 4,736 shares; 2026Q2: 4,552 shares 4,552 $210K 0.02% -184 Timeline BSMQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,973 shares; 2024Q4: 58,716 shares; 2025Q1: 58,504 shares; 2025Q2: 34,564 shares; 2025Q3: 17,371 shares; 2025Q4: 15,247 shares; 2026Q1: 11,598 shares; 2026Q2: 8,872 shares 8,872 $209K 0.02% -2,726 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,098 shares; 2024Q4: 2,197 shares; 2025Q1: 2,139 shares; 2025Q2: 2,053 shares; 2025Q3: 2,028 shares; 2025Q4: 1,930 shares; 2026Q1: not reported; 2026Q2: 1,426 shares 1,426 $209K 0.02% new Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,109 shares 1,109 $209K 0.02% new Timeline EWX 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,746 shares 2,746 $204K 0.01% new Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,564 shares; 2024Q4: 14,143 shares; 2025Q1: 10,582 shares; 2025Q2: 10,445 shares; 2025Q3: 10,445 shares; 2025Q4: 10,445 shares; 2026Q1: 10,445 shares; 2026Q2: 10,445 shares 10,445 $204K 0.01% 0 Timeline BSMV INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61,371 shares; 2024Q4: 58,433 shares; 2025Q1: 58,296 shares; 2025Q2: 28,197 shares; 2025Q3: 11,602 shares; 2025Q4: 10,690 shares; 2026Q1: 10,050 shares; 2026Q2: 9,572 shares 9,572 $201K 0.01% -478 Timeline REFR RESEARCH FRONTIERS INC More: the full row for RESEARCH FRONTIERS 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: 14,350 shares 14,350 $7.46K <0.01% new Timeline