VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 269,602 shares; 2025Q1: 281,616 shares; 2025Q2: 282,425 shares; 2025Q3: 290,328 shares; 2025Q4: 299,201 shares; 2026Q1: 301,466 shares; 2026Q2: 302,571 shares; 2026Q3: 368,838 shares 368,838 $26M 4.91% +66,267 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; 2024Q4: 679,885 shares; 2025Q1: 686,938 shares; 2025Q2: 667,254 shares; 2025Q3: 664,601 shares; 2025Q4: 642,325 shares; 2026Q1: 650,076 shares; 2026Q2: 661,145 shares; 2026Q3: 674,553 shares 674,553 $21.8M 4.1% +13,408 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; 2024Q4: 619,278 shares; 2025Q1: 635,280 shares; 2025Q2: 610,984 shares; 2025Q3: 640,765 shares; 2025Q4: 665,617 shares; 2026Q1: 701,304 shares; 2026Q2: 732,222 shares; 2026Q3: 730,194 shares 730,194 $21.6M 4.07% -2,028 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 97,782 shares; 2025Q1: 98,467 shares; 2025Q2: 97,089 shares; 2025Q3: 99,105 shares; 2025Q4: 98,869 shares; 2026Q1: 94,311 shares; 2026Q2: 93,541 shares; 2026Q3: 94,012 shares 94,012 $20.3M 3.83% +471 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 278,762 shares; 2025Q1: 283,606 shares; 2025Q2: 273,996 shares; 2025Q3: 269,234 shares; 2025Q4: 272,186 shares; 2026Q1: 280,718 shares; 2026Q2: 288,437 shares; 2026Q3: 288,277 shares 288,277 $20.2M 3.81% -160 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 22,015 shares; 2025Q1: 23,105 shares; 2025Q2: 22,987 shares; 2025Q3: 23,401 shares; 2025Q4: 24,215 shares; 2026Q1: 23,843 shares; 2026Q2: 23,740 shares; 2026Q3: 23,844 shares 23,844 $18.3M 3.44% +104 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 41,641 shares; 2025Q1: 42,699 shares; 2025Q2: 43,910 shares; 2025Q3: 45,629 shares; 2025Q4: 47,621 shares; 2026Q1: 48,052 shares; 2026Q2: 50,301 shares; 2026Q3: 51,237 shares 51,237 $14.6M 2.75% +936 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; 2024Q4: 94,168 shares; 2025Q1: 93,760 shares; 2025Q2: 92,762 shares; 2025Q3: 91,809 shares; 2025Q4: 92,056 shares; 2026Q1: 91,306 shares; 2026Q2: 89,616 shares; 2026Q3: 89,140 shares 89,140 $13.8M 2.61% -476 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; 2024Q4: 332,680 shares; 2025Q1: 334,264 shares; 2025Q2: 336,024 shares; 2025Q3: 316,980 shares; 2025Q4: 311,253 shares; 2026Q1: 303,985 shares; 2026Q2: 300,502 shares; 2026Q3: 299,729 shares 299,729 $13.3M 2.51% -773 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; 2024Q4: 57,326 shares; 2025Q1: 57,636 shares; 2025Q2: 57,398 shares; 2025Q3: 58,402 shares; 2025Q4: 58,605 shares; 2026Q1: 56,142 shares; 2026Q2: 55,851 shares; 2026Q3: 55,888 shares 55,888 $12.9M 2.43% +37 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 220,409 shares; 2025Q1: 225,076 shares; 2025Q2: 224,165 shares; 2025Q3: 229,522 shares; 2025Q4: 232,481 shares; 2026Q1: 222,204 shares; 2026Q2: 223,333 shares; 2026Q3: 224,980 shares 224,980 $12.1M 2.28% +1,647 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; 2024Q4: 146,997 shares; 2025Q1: 146,952 shares; 2025Q2: 142,249 shares; 2025Q3: 141,659 shares; 2025Q4: 141,377 shares; 2026Q1: 139,109 shares; 2026Q2: 138,239 shares; 2026Q3: 137,556 shares 137,556 $11.4M 2.15% -683 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; 2024Q4: 77,466 shares; 2025Q1: 80,067 shares; 2025Q2: 83,800 shares; 2025Q3: 98,714 shares; 2025Q4: 104,962 shares; 2026Q1: 106,085 shares; 2026Q2: 123,199 shares; 2026Q3: 124,846 shares 124,846 $11.3M 2.13% +1,647 Timeline FLRN SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 357,957 shares; 2025Q1: 400,151 shares; 2025Q2: 402,054 shares; 2025Q3: 416,064 shares; 2025Q4: 425,842 shares; 2026Q1: 435,946 shares; 2026Q2: 378,098 shares; 2026Q3: 363,691 shares 363,691 $11.2M 2.11% -14,407 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; 2024Q4: 110,256 shares; 2025Q1: 114,595 shares; 2025Q2: 113,109 shares; 2025Q3: 119,871 shares; 2025Q4: 129,556 shares; 2026Q1: 133,440 shares; 2026Q2: 140,590 shares; 2026Q3: 141,493 shares 141,493 $10.8M 2.04% +903 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; 2024Q4: 155,659 shares; 2025Q1: 158,441 shares; 2025Q2: 162,744 shares; 2025Q3: 167,935 shares; 2025Q4: 176,041 shares; 2026Q1: 189,272 shares; 2026Q2: 201,306 shares; 2026Q3: 201,828 shares 201,828 $9.93M 1.87% +522 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; 2024Q4: 135,498 shares; 2025Q1: 135,137 shares; 2025Q2: 132,953 shares; 2025Q3: 136,539 shares; 2025Q4: 136,840 shares; 2026Q1: 138,456 shares; 2026Q2: 137,063 shares; 2026Q3: 126,843 shares 126,843 $9.8M 1.85% -10,220 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; 2024Q4: 89,599 shares; 2025Q1: 88,648 shares; 2025Q2: 87,543 shares; 2025Q3: 87,549 shares; 2025Q4: 88,492 shares; 2026Q1: 87,939 shares; 2026Q2: 92,795 shares; 2026Q3: 92,741 shares 92,741 $9.38M 1.77% -54 Timeline DUHP DFA INVT DIMENSIONS GROUP IN More: the full row for DFA INVT DIMENSIONS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 204,051 shares 204,051 $8.55M 1.61% new Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 30,257 shares; 2025Q1: 31,123 shares; 2025Q2: 30,063 shares; 2025Q3: 30,527 shares; 2025Q4: 33,003 shares; 2026Q1: 33,692 shares; 2026Q2: 35,492 shares; 2026Q3: 37,481 shares 37,481 $7.8M 1.47% +1,989 Timeline FNDC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 175,955 shares; 2025Q1: 179,778 shares; 2025Q2: 174,073 shares; 2025Q3: 179,518 shares; 2025Q4: 181,745 shares; 2026Q1: 180,312 shares; 2026Q2: 195,984 shares; 2026Q3: 149,804 shares 149,804 $7.46M 1.41% -46,180 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; 2024Q4: 22,306 shares; 2025Q1: 22,354 shares; 2025Q2: 22,676 shares; 2025Q3: 16,251 shares; 2025Q4: 58,654 shares; 2026Q1: 84,723 shares; 2026Q2: 163,979 shares; 2026Q3: 180,801 shares 180,801 $7.25M 1.37% +16,822 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; 2024Q4: 66,932 shares; 2025Q1: 68,193 shares; 2025Q2: 69,578 shares; 2025Q3: 73,681 shares; 2025Q4: 74,719 shares; 2026Q1: 73,251 shares; 2026Q2: 76,432 shares; 2026Q3: 77,112 shares 77,112 $7.25M 1.37% +680 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 125,017 shares; 2025Q1: 124,582 shares; 2025Q2: 122,975 shares; 2025Q3: 121,362 shares; 2025Q4: 127,220 shares; 2026Q1: 123,678 shares; 2026Q2: 128,061 shares; 2026Q3: 122,199 shares 122,199 $7.25M 1.37% -5,862 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; 2024Q4: 147,931 shares; 2025Q1: 149,649 shares; 2025Q2: 149,565 shares; 2025Q3: 142,683 shares; 2025Q4: 130,859 shares; 2026Q1: 129,946 shares; 2026Q2: 129,342 shares; 2026Q3: 128,649 shares 128,649 $7.08M 1.33% -693 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 85,912 shares; 2025Q1: 85,122 shares; 2025Q2: 84,886 shares; 2025Q3: 86,677 shares; 2025Q4: 85,988 shares; 2026Q1: 84,214 shares; 2026Q2: 83,387 shares; 2026Q3: 82,793 shares 82,793 $7.03M 1.33% -594 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 38,351 shares; 2025Q4: 47,459 shares; 2026Q1: 52,764 shares; 2026Q2: 91,267 shares; 2026Q3: 86,262 shares 86,262 $6.53M 1.23% -5,005 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; 2024Q4: 183,431 shares; 2025Q1: 182,194 shares; 2025Q2: 187,798 shares; 2025Q3: 192,836 shares; 2025Q4: 198,129 shares; 2026Q1: 198,670 shares; 2026Q2: 317,960 shares; 2026Q3: 217,256 shares 217,256 $5.97M 1.12% -100,704 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,521 shares; 2026Q3: 82,159 shares 82,159 $5.88M 1.11% +76,638 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; 2024Q4: 99,844 shares; 2025Q1: 99,226 shares; 2025Q2: 99,511 shares; 2025Q3: 91,153 shares; 2025Q4: 90,558 shares; 2026Q1: 88,565 shares; 2026Q2: 87,969 shares; 2026Q3: 87,247 shares 87,247 $5.8M 1.09% -722 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 209,977 shares; 2025Q1: 219,726 shares; 2025Q2: 218,398 shares; 2025Q3: 220,834 shares; 2025Q4: 232,602 shares; 2026Q1: 233,386 shares; 2026Q2: 237,065 shares; 2026Q3: 229,986 shares 229,986 $5.74M 1.08% -7,079 Timeline TITN TITAN MACHY INC More: the full row for TITAN MACHY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 237,643 shares; 2025Q1: 237,643 shares; 2025Q2: 242,039 shares; 2025Q3: 242,039 shares; 2025Q4: 242,039 shares; 2026Q1: 245,510 shares; 2026Q2: 241,599 shares; 2026Q3: 245,921 shares 245,921 $5.68M 1.07% +4,322 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,803 shares; 2025Q1: 13,067 shares; 2025Q2: 12,856 shares; 2025Q3: 13,682 shares; 2025Q4: 13,134 shares; 2026Q1: 12,883 shares; 2026Q2: 14,210 shares; 2026Q3: 14,210 shares 14,210 $5.32M 1% 0 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; 2024Q4: 28,758 shares; 2025Q1: 29,333 shares; 2025Q2: 30,812 shares; 2025Q3: 33,774 shares; 2025Q4: 35,623 shares; 2026Q1: 35,902 shares; 2026Q2: 41,430 shares; 2026Q3: 42,460 shares 42,460 $5M 0.94% +1,030 Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 173,001 shares; 2025Q1: 193,933 shares; 2025Q2: 190,671 shares; 2025Q3: 195,527 shares; 2025Q4: 196,247 shares; 2026Q1: 195,635 shares; 2026Q2: 214,268 shares; 2026Q3: 218,441 shares 218,441 $4.96M 0.93% +4,173 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; 2024Q4: 50,002 shares; 2025Q1: 51,039 shares; 2025Q2: 50,156 shares; 2025Q3: 50,885 shares; 2025Q4: 51,804 shares; 2026Q1: 54,227 shares; 2026Q2: 54,571 shares; 2026Q3: 54,347 shares 54,347 $4.87M 0.92% -224 Timeline DFGR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 124,790 shares; 2025Q1: 127,206 shares; 2025Q2: 130,629 shares; 2025Q3: 144,911 shares; 2025Q4: 150,546 shares; 2026Q1: 157,447 shares; 2026Q2: 185,748 shares; 2026Q3: 174,867 shares 174,867 $4.73M 0.89% -10,881 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,910 shares; 2025Q1: 4,047 shares; 2025Q2: 4,139 shares; 2025Q3: 5,522 shares; 2025Q4: 5,534 shares; 2026Q1: 5,461 shares; 2026Q2: 6,349 shares; 2026Q3: 6,526 shares 6,526 $4.57M 0.86% +177 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 78,063 shares; 2025Q1: 75,710 shares; 2025Q2: 73,278 shares; 2025Q3: 71,245 shares; 2025Q4: 66,931 shares; 2026Q1: 63,911 shares; 2026Q2: 60,920 shares; 2026Q3: 60,578 shares 60,578 $4.27M 0.8% -342 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,239 shares; 2025Q1: 13,776 shares; 2025Q2: 13,444 shares; 2025Q3: 13,036 shares; 2025Q4: 13,283 shares; 2026Q1: 13,096 shares; 2026Q2: 12,773 shares; 2026Q3: 12,696 shares 12,696 $4.23M 0.8% -77 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; 2024Q4: 80,052 shares; 2025Q1: 81,047 shares; 2025Q2: 112,775 shares; 2025Q3: 117,712 shares; 2025Q4: 145,291 shares; 2026Q1: 144,914 shares; 2026Q2: 153,195 shares; 2026Q3: 86,424 shares 86,424 $4.09M 0.77% -66,771 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; 2024Q4: 98,175 shares; 2025Q1: 107,958 shares; 2025Q2: 107,342 shares; 2025Q3: 107,691 shares; 2025Q4: 109,856 shares; 2026Q1: 109,860 shares; 2026Q2: 109,695 shares; 2026Q3: 109,871 shares 109,871 $4.07M 0.77% +176 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,850 shares; 2025Q1: 7,857 shares; 2025Q2: 7,689 shares; 2025Q3: 7,620 shares; 2025Q4: 7,977 shares; 2026Q1: 7,985 shares; 2026Q2: 7,750 shares; 2026Q3: 7,723 shares 7,723 $3.96M 0.75% -27 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 161,568 shares; 2025Q1: 170,290 shares; 2025Q2: 173,383 shares; 2025Q3: 171,895 shares; 2025Q4: 174,049 shares; 2026Q1: 171,193 shares; 2026Q2: 170,097 shares; 2026Q3: 151,095 shares 151,095 $3.64M 0.69% -19,002 Timeline FTMN PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 20,612 shares; 2026Q3: 394,181 shares 394,181 $3.23M 0.61% +373,569 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 123,549 shares; 2025Q1: 120,777 shares; 2025Q2: 121,559 shares; 2025Q3: 116,246 shares; 2025Q4: 116,680 shares; 2026Q1: 114,088 shares; 2026Q2: 112,414 shares; 2026Q3: 109,813 shares 109,813 $3.22M 0.61% -2,601 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; 2024Q4: 32,207 shares; 2025Q1: 32,205 shares; 2025Q2: 31,996 shares; 2025Q3: 32,329 shares; 2025Q4: 32,170 shares; 2026Q1: 31,854 shares; 2026Q2: 48,562 shares; 2026Q3: 48,562 shares 48,562 $2.71M 0.51% 0 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 38 shares; 2025Q1: 28,445 shares; 2025Q2: 29,100 shares; 2025Q3: 29,100 shares; 2025Q4: 28,172 shares; 2026Q1: 28,172 shares; 2026Q2: 28,138 shares; 2026Q3: 26,042 shares 26,042 $2.71M 0.51% -2,096 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 16,851 shares; 2025Q1: 16,666 shares; 2025Q2: 16,759 shares; 2025Q3: 16,683 shares; 2025Q4: 16,497 shares; 2026Q1: 15,877 shares; 2026Q2: 15,634 shares; 2026Q3: 15,417 shares 15,417 $2.56M 0.48% -217 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; 2024Q4: 3,406 shares; 2025Q1: 3,414 shares; 2025Q2: 3,414 shares; 2025Q3: 3,401 shares; 2025Q4: 3,373 shares; 2026Q1: 3,128 shares; 2026Q2: 3,124 shares; 2026Q3: 2,940 shares 2,940 $2.24M 0.42% -184 Timeline USEW EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 39,965 shares; 2026Q1: 39,965 shares; 2026Q2: 39,965 shares; 2026Q3: 39,965 shares 39,965 $2.21M 0.42% 0 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; 2024Q4: 63,559 shares; 2025Q1: 62,418 shares; 2025Q2: 62,684 shares; 2025Q3: 61,812 shares; 2025Q4: 62,071 shares; 2026Q1: 72,174 shares; 2026Q2: 72,572 shares; 2026Q3: 70,405 shares 70,405 $2.11M 0.4% -2,167 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; 2024Q4: 24,956 shares; 2025Q1: 25,473 shares; 2025Q2: 23,688 shares; 2025Q3: 26,473 shares; 2025Q4: 26,232 shares; 2026Q1: 26,314 shares; 2026Q2: 27,328 shares; 2026Q3: 26,909 shares 26,909 $2.08M 0.39% -419 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; 2024Q4: 20,492 shares; 2025Q1: 21,955 shares; 2025Q2: 22,488 shares; 2025Q3: 25,509 shares; 2025Q4: 34,874 shares; 2026Q1: 38,041 shares; 2026Q2: 43,025 shares; 2026Q3: 40,133 shares 40,133 $2.02M 0.38% -2,892 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 26,713 shares; 2025Q1: 27,259 shares; 2025Q2: 25,887 shares; 2025Q3: 25,749 shares; 2025Q4: 21,772 shares; 2026Q1: 22,186 shares; 2026Q2: 21,570 shares; 2026Q3: 21,253 shares 21,253 $2.01M 0.38% -317 Timeline GEQ EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 39,579 shares; 2026Q3: 39,579 shares 39,579 $2M 0.38% 0 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,649 shares; 2025Q1: 3,560 shares; 2025Q2: 3,483 shares; 2025Q3: 3,469 shares; 2025Q4: 3,559 shares; 2026Q1: 3,550 shares; 2026Q2: 21,802 shares; 2026Q3: 21,607 shares 21,607 $1.95M 0.37% -195 Timeline DISV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,129 shares; 2025Q1: 13,294 shares; 2025Q2: 12,689 shares; 2025Q3: 17,466 shares; 2025Q4: 18,175 shares; 2026Q1: 16,833 shares; 2026Q2: 17,518 shares; 2026Q3: 44,456 shares 44,456 $1.92M 0.36% +26,938 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; 2024Q4: 12,428 shares; 2025Q1: 12,260 shares; 2025Q2: 11,213 shares; 2025Q3: 11,005 shares; 2025Q4: 11,113 shares; 2026Q1: 9,914 shares; 2026Q2: 9,820 shares; 2026Q3: 12,185 shares 12,185 $1.89M 0.36% +2,365 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 75,334 shares; 2025Q1: 73,706 shares; 2025Q2: 73,285 shares; 2025Q3: 74,806 shares; 2025Q4: 68,842 shares; 2026Q1: 67,790 shares; 2026Q2: 65,254 shares; 2026Q3: 84,170 shares 84,170 $1.86M 0.35% +18,916 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; 2024Q4: 13,544 shares; 2025Q1: 13,141 shares; 2025Q2: 13,141 shares; 2025Q3: 13,141 shares; 2025Q4: 12,067 shares; 2026Q1: 12,067 shares; 2026Q2: 11,913 shares; 2026Q3: 11,913 shares 11,913 $1.85M 0.35% 0 Timeline IBDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 58,045 shares; 2025Q1: 62,640 shares; 2025Q2: 68,663 shares; 2025Q3: 68,954 shares; 2025Q4: 72,760 shares; 2026Q1: 74,620 shares; 2026Q2: 81,593 shares; 2026Q3: 84,403 shares 84,403 $1.78M 0.34% +2,810 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,164 shares; 2025Q1: 8,433 shares; 2025Q2: 7,946 shares; 2025Q3: 7,438 shares; 2025Q4: 9,564 shares; 2026Q1: 9,070 shares; 2026Q2: 8,163 shares; 2026Q3: 7,801 shares 7,801 $1.78M 0.34% -362 Timeline DHS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 17,581 shares; 2025Q1: 17,298 shares; 2025Q2: 17,257 shares; 2025Q3: 17,157 shares; 2025Q4: 17,110 shares; 2026Q1: 16,504 shares; 2026Q2: 16,249 shares; 2026Q3: 15,651 shares 15,651 $1.75M 0.33% -598 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 20,429 shares; 2025Q1: 20,496 shares; 2025Q2: 19,208 shares; 2025Q3: 18,342 shares; 2025Q4: 18,342 shares; 2026Q1: 18,327 shares; 2026Q2: 17,914 shares; 2026Q3: 17,929 shares 17,929 $1.74M 0.33% +15 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,531 shares; 2025Q1: 1,540 shares; 2025Q2: 1,527 shares; 2025Q3: 1,527 shares; 2025Q4: 1,516 shares; 2026Q1: 1,518 shares; 2026Q2: 1,518 shares; 2026Q3: 1,497 shares 1,497 $1.73M 0.33% -21 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; 2024Q4: 31,693 shares; 2025Q1: 31,693 shares; 2025Q2: 29,513 shares; 2025Q3: 28,771 shares; 2025Q4: 28,572 shares; 2026Q1: 29,709 shares; 2026Q2: 29,709 shares; 2026Q3: 30,435 shares 30,435 $1.72M 0.32% +726 Timeline AVDV 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; 2024Q4: 3,830 shares; 2025Q1: 3,830 shares; 2025Q2: 3,857 shares; 2025Q3: 3,809 shares; 2025Q4: 3,809 shares; 2026Q1: 3,961 shares; 2026Q2: 3,961 shares; 2026Q3: 15,110 shares 15,110 $1.65M 0.31% +11,149 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; 2024Q4: 16,628 shares; 2025Q1: 16,628 shares; 2025Q2: 15,668 shares; 2025Q3: 15,668 shares; 2025Q4: 16,125 shares; 2026Q1: 16,125 shares; 2026Q2: 17,880 shares; 2026Q3: 17,913 shares 17,913 $1.61M 0.3% +33 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,458 shares; 2025Q1: 13,816 shares; 2025Q2: 13,783 shares; 2025Q3: 13,675 shares; 2025Q4: 13,373 shares; 2026Q1: 13,187 shares; 2026Q2: 12,656 shares; 2026Q3: 12,354 shares 12,354 $1.2M 0.23% -302 Timeline SKOR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 24,014 shares; 2025Q1: 24,014 shares; 2025Q2: 20,087 shares; 2025Q3: 19,761 shares; 2025Q4: 19,333 shares; 2026Q1: 17,343 shares; 2026Q2: 17,343 shares; 2026Q3: 25,159 shares 25,159 $1.18M 0.22% +7,816 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,270 shares; 2025Q1: 2,276 shares; 2025Q2: 2,276 shares; 2025Q3: 2,276 shares; 2025Q4: 4,397 shares; 2026Q1: 4,397 shares; 2026Q2: 4,253 shares; 2026Q3: 4,219 shares 4,219 $1.17M 0.22% -34 Timeline IBDX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,412 shares; 2025Q1: 8,732 shares; 2025Q2: 12,273 shares; 2025Q3: 16,558 shares; 2025Q4: 19,562 shares; 2026Q1: 20,471 shares; 2026Q2: 40,295 shares; 2026Q3: 44,445 shares 44,445 $1.07M 0.2% +4,150 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,634 shares; 2025Q1: 1,757 shares; 2025Q2: 1,622 shares; 2025Q3: 1,585 shares; 2025Q4: 3,514 shares; 2026Q1: 3,438 shares; 2026Q2: 3,138 shares; 2026Q3: 3,085 shares 3,085 $1.06M 0.2% -53 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; 2024Q4: 9,256 shares; 2025Q1: 9,299 shares; 2025Q2: 8,157 shares; 2025Q3: 7,866 shares; 2025Q4: 7,870 shares; 2026Q1: 7,803 shares; 2026Q2: 7,803 shares; 2026Q3: 7,829 shares 7,829 $1.06M 0.2% +26 Timeline IBDW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 41,485 shares; 2025Q1: 46,244 shares; 2025Q2: 49,719 shares; 2025Q3: 50,275 shares; 2025Q4: 52,736 shares; 2026Q1: 54,319 shares; 2026Q2: 54,512 shares; 2026Q3: 52,584 shares 52,584 $1.05M 0.2% -1,928 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,859 shares; 2025Q1: 14,776 shares; 2025Q2: 13,624 shares; 2025Q3: 13,624 shares; 2025Q4: 13,619 shares; 2026Q1: 13,145 shares; 2026Q2: 12,940 shares; 2026Q3: 12,940 shares 12,940 $1.05M 0.2% 0 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,703 shares; 2025Q1: 7,619 shares; 2025Q2: 7,723 shares; 2025Q3: 7,505 shares; 2025Q4: 7,165 shares; 2026Q1: 6,800 shares; 2026Q2: 5,940 shares; 2026Q3: 5,941 shares 5,941 $975K 0.18% +1 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,757 shares; 2025Q1: 3,841 shares; 2025Q2: 4,045 shares; 2025Q3: 3,910 shares; 2025Q4: 3,935 shares; 2026Q1: 3,935 shares; 2026Q2: 3,939 shares; 2026Q3: 4,124 shares 4,124 $917K 0.17% +185 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,365 shares; 2026Q1: 2,933 shares; 2026Q2: 2,721 shares; 2026Q3: 2,721 shares 2,721 $816K 0.15% 0 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,416 shares; 2025Q1: 8,416 shares; 2025Q2: 8,418 shares; 2025Q3: 8,431 shares; 2025Q4: 8,299 shares; 2026Q1: 8,233 shares; 2026Q2: 8,317 shares; 2026Q3: 8,317 shares 8,317 $790K 0.15% 0 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,017 shares; 2025Q1: 2,964 shares; 2025Q2: 2,978 shares; 2025Q3: 2,462 shares; 2025Q4: 2,449 shares; 2026Q1: 2,508 shares; 2026Q2: 2,541 shares; 2026Q3: 2,196 shares 2,196 $748K 0.14% -345 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,637 shares; 2025Q1: 2,690 shares; 2025Q2: 2,646 shares; 2025Q3: 2,646 shares; 2025Q4: 2,480 shares; 2026Q1: 2,480 shares; 2026Q2: 2,480 shares; 2026Q3: 2,451 shares 2,451 $745K 0.14% -29 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 31,480 shares; 2025Q1: 48,599 shares; 2025Q2: 49,196 shares; 2025Q3: 49,074 shares; 2025Q4: 49,064 shares; 2026Q1: 41,859 shares; 2026Q2: 35,416 shares; 2026Q3: 11,905 shares 11,905 $669K 0.13% -23,511 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; 2024Q4: 17,274 shares; 2025Q1: 17,274 shares; 2025Q2: 17,092 shares; 2025Q3: 16,966 shares; 2025Q4: 16,966 shares; 2026Q1: 16,805 shares; 2026Q2: 47,738 shares; 2026Q3: 16,593 shares 16,593 $652K 0.12% -31,145 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,816 shares; 2025Q1: 1,847 shares; 2025Q2: 1,792 shares; 2025Q3: 1,792 shares; 2025Q4: 1,792 shares; 2026Q1: 1,792 shares; 2026Q2: 1,763 shares; 2026Q3: 1,763 shares 1,763 $620K 0.12% 0 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,669 shares; 2025Q1: 9,731 shares; 2025Q2: 9,731 shares; 2025Q3: 9,622 shares; 2025Q4: 10,031 shares; 2026Q1: 9,835 shares; 2026Q2: 8,737 shares; 2026Q3: 7,793 shares 7,793 $617K 0.12% -944 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; 2024Q4: 16,216 shares; 2025Q1: 16,185 shares; 2025Q2: 16,146 shares; 2025Q3: 17,000 shares; 2025Q4: 17,173 shares; 2026Q1: 17,065 shares; 2026Q2: 17,178 shares; 2026Q3: 16,864 shares 16,864 $615K 0.12% -314 Timeline STPZ PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,678 shares; 2025Q1: 11,678 shares; 2025Q2: 11,678 shares; 2025Q3: 11,641 shares; 2025Q4: 13,279 shares; 2026Q1: 13,219 shares; 2026Q2: 13,219 shares; 2026Q3: 11,814 shares 11,814 $613K 0.12% -1,405 Timeline AVRE 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; 2024Q4: 625 shares; 2025Q1: 625 shares; 2025Q2: 517 shares; 2025Q3: 527 shares; 2025Q4: 527 shares; 2026Q1: 527 shares; 2026Q2: 944 shares; 2026Q3: 13,391 shares 13,391 $594K 0.11% +12,447 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,621 shares; 2026Q2: 3,621 shares; 2026Q3: 7,881 shares 7,881 $586K 0.11% +4,260 Timeline NVDL GRANITESHARES ETF TR More: the full row for GRANITESHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 1,047 shares; 2025Q2: 1,047 shares; 2025Q3: 4,426 shares; 2025Q4: 4,426 shares; 2026Q1: 4,758 shares; 2026Q2: 16,936 shares; 2026Q3: 15,964 shares 15,964 $586K 0.11% -972 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,493 shares; 2025Q1: 2,473 shares; 2025Q2: 2,462 shares; 2025Q3: 2,472 shares; 2025Q4: 2,472 shares; 2026Q1: 2,472 shares; 2026Q2: 2,468 shares; 2026Q3: 2,468 shares 2,468 $576K 0.11% 0 Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,645 shares; 2025Q1: 7,645 shares; 2025Q2: 7,645 shares; 2025Q3: 7,645 shares; 2025Q4: 7,645 shares; 2026Q1: 7,548 shares; 2026Q2: 7,345 shares; 2026Q3: 7,096 shares 7,096 $525K 0.1% -249 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,429 shares; 2025Q1: 5,429 shares; 2025Q2: 3,833 shares; 2025Q3: 3,833 shares; 2025Q4: 3,754 shares; 2026Q1: 3,754 shares; 2026Q2: 3,754 shares; 2026Q3: 3,754 shares 3,754 $511K 0.1% 0 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,985 shares; 2025Q1: 17,548 shares; 2025Q2: 17,784 shares; 2025Q3: 18,068 shares; 2025Q4: 17,679 shares; 2026Q1: 16,205 shares; 2026Q2: 17,780 shares; 2026Q3: 8,332 shares 8,332 $510K 0.1% -9,448 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,867 shares; 2025Q1: 1,687 shares; 2025Q2: 1,487 shares; 2025Q3: 1,437 shares; 2025Q4: 2,293 shares; 2026Q1: 2,304 shares; 2026Q2: 2,136 shares; 2026Q3: 2,015 shares 2,015 $502K 0.09% -121 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,636 shares; 2025Q1: 6,636 shares; 2025Q2: 6,271 shares; 2025Q3: 6,271 shares; 2025Q4: 12,542 shares; 2026Q1: 12,618 shares; 2026Q2: 12,618 shares; 2026Q3: 12,618 shares 12,618 $498K 0.09% 0 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 47,687 shares; 2025Q1: 51,582 shares; 2025Q2: 38,263 shares; 2025Q3: 36,567 shares; 2025Q4: 40,574 shares; 2026Q1: 29,370 shares; 2026Q2: 28,589 shares; 2026Q3: 20,380 shares 20,380 $494K 0.09% -8,209 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; 2024Q4: 3,756 shares; 2025Q1: 3,799 shares; 2025Q2: 3,688 shares; 2025Q3: 3,691 shares; 2025Q4: 4,101 shares; 2026Q1: 3,630 shares; 2026Q2: 3,602 shares; 2026Q3: 3,324 shares 3,324 $483K 0.09% -278 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,464 shares; 2025Q1: 11,464 shares; 2025Q2: 11,456 shares; 2025Q3: 11,456 shares; 2025Q4: 11,114 shares; 2026Q1: 8,364 shares; 2026Q2: 5,588 shares; 2026Q3: 5,588 shares 5,588 $482K 0.09% 0 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,115 shares; 2025Q1: 12,801 shares; 2025Q2: 12,801 shares; 2025Q3: 12,659 shares; 2025Q4: 12,659 shares; 2026Q1: 11,875 shares; 2026Q2: 11,425 shares; 2026Q3: 11,425 shares 11,425 $482K 0.09% 0 Timeline FPI FARMLAND PARTNERS INC More: the full row for FARMLAND PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 24,000 shares; 2025Q1: 11,000 shares; 2025Q2: 10,000 shares; 2025Q3: 8,000 shares; 2025Q4: 8,000 shares; 2026Q1: not reported; 2026Q2: 20,576 shares; 2026Q3: 40,984 shares 40,984 $465K 0.09% +20,408 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,784 shares; 2025Q1: 5,784 shares; 2025Q2: 5,784 shares; 2025Q3: 5,784 shares; 2025Q4: 5,784 shares; 2026Q1: 5,784 shares; 2026Q2: 5,541 shares; 2026Q3: 5,541 shares 5,541 $450K 0.08% 0 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,754 shares; 2025Q1: 2,791 shares; 2025Q2: 2,791 shares; 2025Q3: 2,791 shares; 2025Q4: 2,791 shares; 2026Q1: 2,676 shares; 2026Q2: 2,676 shares; 2026Q3: 2,676 shares 2,676 $430K 0.08% 0 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 305 shares; 2025Q1: 378 shares; 2025Q2: 378 shares; 2025Q3: 378 shares; 2025Q4: 410 shares; 2026Q1: 399 shares; 2026Q2: 630 shares; 2026Q3: 1,101 shares 1,101 $419K 0.08% +471 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 445 shares; 2025Q1: 445 shares; 2025Q2: 445 shares; 2025Q3: 445 shares; 2025Q4: 545 shares; 2026Q1: 545 shares; 2026Q2: 511 shares; 2026Q3: 511 shares 511 $414K 0.08% 0 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,447 shares; 2025Q1: 1,447 shares; 2025Q2: 1,447 shares; 2025Q3: 1,447 shares; 2025Q4: 1,084 shares; 2026Q1: 1,084 shares; 2026Q2: 1,084 shares; 2026Q3: 1,084 shares 1,084 $414K 0.08% 0 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 537 shares; 2025Q1: 543 shares; 2025Q2: 468 shares; 2025Q3: 456 shares; 2025Q4: 496 shares; 2026Q1: 582 shares; 2026Q2: 556 shares; 2026Q3: 557 shares 557 $412K 0.08% +1 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,255 shares; 2025Q1: 4,255 shares; 2025Q2: 4,255 shares; 2025Q3: 4,255 shares; 2025Q4: 4,006 shares; 2026Q1: 4,006 shares; 2026Q2: 4,006 shares; 2026Q3: 3,910 shares 3,910 $409K 0.08% -96 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,191 shares; 2025Q1: 3,215 shares; 2025Q2: 3,215 shares; 2025Q3: 3,215 shares; 2025Q4: 3,215 shares; 2026Q1: 2,958 shares; 2026Q2: 2,958 shares; 2026Q3: 2,958 shares 2,958 $407K 0.08% 0 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; 2024Q4: 9,414 shares; 2025Q1: 11,414 shares; 2025Q2: 11,414 shares; 2025Q3: 11,414 shares; 2025Q4: 11,414 shares; 2026Q1: 9,758 shares; 2026Q2: 9,758 shares; 2026Q3: 9,758 shares 9,758 $404K 0.08% 0 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; 2024Q4: 5,091 shares; 2025Q1: 5,136 shares; 2025Q2: 5,136 shares; 2025Q3: 4,366 shares; 2025Q4: 4,366 shares; 2026Q1: 4,405 shares; 2026Q2: 4,960 shares; 2026Q3: 4,960 shares 4,960 $402K 0.08% 0 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,695 shares; 2025Q1: 1,695 shares; 2025Q2: 1,629 shares; 2025Q3: 1,629 shares; 2025Q4: 1,629 shares; 2026Q1: 1,629 shares; 2026Q2: 1,629 shares; 2026Q3: 1,571 shares 1,571 $401K 0.08% -58 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,102 shares; 2025Q1: 1,102 shares; 2025Q2: 1,102 shares; 2025Q3: 1,102 shares; 2025Q4: 1,102 shares; 2026Q1: 997 shares; 2026Q2: 997 shares; 2026Q3: 963 shares 963 $401K 0.08% -34 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,077 shares; 2025Q1: 6,077 shares; 2025Q2: 6,077 shares; 2025Q3: 5,736 shares; 2025Q4: 5,546 shares; 2026Q1: 4,651 shares; 2026Q2: 4,376 shares; 2026Q3: 4,376 shares 4,376 $399K 0.08% 0 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; 2024Q4: 4,690 shares; 2025Q1: 4,690 shares; 2025Q2: 4,690 shares; 2025Q3: 4,690 shares; 2025Q4: 4,690 shares; 2026Q1: 4,690 shares; 2026Q2: 4,690 shares; 2026Q3: 4,690 shares 4,690 $389K 0.07% 0 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,169 shares; 2025Q1: 3,242 shares; 2025Q2: 3,164 shares; 2025Q3: 2,918 shares; 2025Q4: 2,848 shares; 2026Q1: 1,172 shares; 2026Q2: 1,172 shares; 2026Q3: 1,172 shares 1,172 $388K 0.07% 0 Timeline IBDY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 969 shares; 2025Q1: 2,442 shares; 2025Q2: 5,047 shares; 2025Q3: 8,924 shares; 2025Q4: 11,616 shares; 2026Q1: 11,616 shares; 2026Q2: 12,765 shares; 2026Q3: 15,690 shares 15,690 $384K 0.07% +2,925 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,070 shares; 2025Q1: 1,111 shares; 2025Q2: 1,162 shares; 2025Q3: 1,147 shares; 2025Q4: 1,159 shares; 2026Q1: 1,199 shares; 2026Q2: 1,195 shares; 2026Q3: 1,202 shares 1,202 $381K 0.07% +7 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,143 shares; 2025Q1: 3,143 shares; 2025Q2: 3,143 shares; 2025Q3: 2,492 shares; 2025Q4: 2,490 shares; 2026Q1: 2,455 shares; 2026Q2: 2,455 shares; 2026Q3: 2,204 shares 2,204 $377K 0.07% -251 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,484 shares; 2025Q1: 9,349 shares; 2025Q2: 9,297 shares; 2025Q3: 9,001 shares; 2025Q4: 9,001 shares; 2026Q1: 9,048 shares; 2026Q2: 8,923 shares; 2026Q3: 7,187 shares 7,187 $368K 0.07% -1,736 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,576 shares; 2025Q1: 10,379 shares; 2025Q2: 10,379 shares; 2025Q3: 10,379 shares; 2025Q4: 9,829 shares; 2026Q1: 9,829 shares; 2026Q2: 9,829 shares; 2026Q3: 9,462 shares 9,462 $359K 0.07% -367 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,153 shares; 2025Q1: 15,784 shares; 2025Q2: 10,923 shares; 2025Q3: 10,923 shares; 2025Q4: 10,923 shares; 2026Q1: 10,923 shares; 2026Q2: 10,923 shares; 2026Q3: 10,923 shares 10,923 $355K 0.07% 0 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 51 shares; 2025Q1: 95 shares; 2025Q2: 14 shares; 2025Q3: 19 shares; 2025Q4: 1,212 shares; 2026Q1: 1,212 shares; 2026Q2: 955 shares; 2026Q3: 955 shares 955 $339K 0.06% 0 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; 2024Q4: 2,310 shares; 2025Q1: 2,310 shares; 2025Q2: 2,310 shares; 2025Q3: 2,310 shares; 2025Q4: 2,310 shares; 2026Q1: 2,310 shares; 2026Q2: 2,310 shares; 2026Q3: 2,307 shares 2,307 $338K 0.06% -3 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,046 shares; 2025Q1: 3,671 shares; 2025Q2: 3,581 shares; 2025Q3: 3,401 shares; 2025Q4: 3,329 shares; 2026Q1: 3,346 shares; 2026Q2: 3,346 shares; 2026Q3: 3,246 shares 3,246 $337K 0.06% -100 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; 2024Q4: 17,575 shares; 2025Q1: 17,575 shares; 2025Q2: 14,825 shares; 2025Q3: 12,962 shares; 2025Q4: 8,759 shares; 2026Q1: 10,098 shares; 2026Q2: 13,028 shares; 2026Q3: 15,783 shares 15,783 $334K 0.06% +2,755 Timeline VFMF VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,083 shares; 2025Q1: 2,083 shares; 2025Q2: 2,083 shares; 2025Q3: 2,003 shares; 2025Q4: 1,759 shares; 2026Q1: 1,759 shares; 2026Q2: 1,679 shares; 2026Q3: 1,679 shares 1,679 $300K 0.06% 0 Timeline LII LENNOX INTL INC More: the full row for LENNOX INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 746 shares; 2025Q1: 746 shares; 2025Q2: 746 shares; 2025Q3: 746 shares; 2025Q4: 761 shares; 2026Q1: 836 shares; 2026Q2: 836 shares; 2026Q3: 836 shares 836 $297K 0.06% 0 Timeline EDIV 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; 2024Q4: 8,561 shares; 2025Q1: 8,341 shares; 2025Q2: 8,014 shares; 2025Q3: 7,580 shares; 2025Q4: 7,580 shares; 2026Q1: 7,455 shares; 2026Q2: 7,382 shares; 2026Q3: 7,382 shares 7,382 $296K 0.06% 0 Timeline BSCW 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; 2024Q4: 15,132 shares; 2025Q1: 15,132 shares; 2025Q2: 15,132 shares; 2025Q3: 15,132 shares; 2025Q4: 15,132 shares; 2026Q1: 15,132 shares; 2026Q2: 15,132 shares; 2026Q3: 15,132 shares 15,132 $296K 0.06% 0 Timeline TDTT FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 17,452 shares; 2025Q1: 17,452 shares; 2025Q2: 17,452 shares; 2025Q3: 17,452 shares; 2025Q4: 17,183 shares; 2026Q1: 14,508 shares; 2026Q2: 14,508 shares; 2026Q3: 12,479 shares 12,479 $290K 0.05% -2,029 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,483 shares; 2025Q1: 2,483 shares; 2025Q2: 2,444 shares; 2025Q3: 2,377 shares; 2025Q4: 2,333 shares; 2026Q1: 2,333 shares; 2026Q2: 2,243 shares; 2026Q3: 2,242 shares 2,242 $284K 0.05% -1 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,916 shares; 2025Q1: 9,261 shares; 2025Q2: 6,308 shares; 2025Q3: 3,677 shares; 2025Q4: 3,668 shares; 2026Q1: 2,987 shares; 2026Q2: 2,822 shares; 2026Q3: 2,795 shares 2,795 $283K 0.05% -27 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,394 shares; 2025Q1: 3,394 shares; 2025Q2: 3,394 shares; 2025Q3: 3,394 shares; 2025Q4: 3,394 shares; 2026Q1: 3,233 shares; 2026Q2: 3,233 shares; 2026Q3: 2,907 shares 2,907 $283K 0.05% -326 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,459 shares; 2025Q1: 3,579 shares; 2025Q2: 3,579 shares; 2025Q3: 3,579 shares; 2025Q4: 3,579 shares; 2026Q1: 3,579 shares; 2026Q2: 3,499 shares; 2026Q3: 3,499 shares 3,499 $280K 0.05% 0 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,340 shares; 2025Q1: 2,340 shares; 2025Q2: 2,498 shares; 2025Q3: 2,562 shares; 2025Q4: 2,562 shares; 2026Q1: 2,584 shares; 2026Q2: 2,753 shares; 2026Q3: 2,738 shares 2,738 $266K 0.05% -15 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,890 shares; 2025Q1: 4,890 shares; 2025Q2: 4,890 shares; 2025Q3: 4,890 shares; 2025Q4: 4,890 shares; 2026Q1: 4,890 shares; 2026Q2: 4,890 shares; 2026Q3: 4,890 shares 4,890 $266K 0.05% 0 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; 2024Q4: 7,342 shares; 2025Q1: 7,342 shares; 2025Q2: 7,342 shares; 2025Q3: 7,342 shares; 2025Q4: 7,342 shares; 2026Q1: 7,342 shares; 2026Q2: 7,342 shares; 2026Q3: 7,446 shares 7,446 $261K 0.05% +104 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,202 shares; 2025Q1: 2,252 shares; 2025Q2: 2,059 shares; 2025Q3: 2,005 shares; 2025Q4: 1,773 shares; 2026Q1: 975 shares; 2026Q2: 976 shares; 2026Q3: 978 shares 978 $259K 0.05% +2 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,578 shares; 2025Q1: 4,578 shares; 2025Q2: 4,578 shares; 2025Q3: 4,578 shares; 2025Q4: 3,368 shares; 2026Q1: 3,368 shares; 2026Q2: 3,368 shares; 2026Q3: 3,368 shares 3,368 $259K 0.05% 0 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,461 shares; 2025Q1: 6,536 shares; 2025Q2: 7,062 shares; 2025Q3: 10,995 shares; 2025Q4: 11,432 shares; 2026Q1: 11,432 shares; 2026Q2: 11,213 shares; 2026Q3: 11,213 shares 11,213 $257K 0.05% 0 Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,669 shares; 2025Q1: 6,669 shares; 2025Q2: 6,311 shares; 2025Q3: 4,658 shares; 2025Q4: 4,658 shares; 2026Q1: 4,658 shares; 2026Q2: 4,658 shares; 2026Q3: 4,658 shares 4,658 $252K 0.05% 0 Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,732 shares; 2025Q1: 13,732 shares; 2025Q2: 13,732 shares; 2025Q3: 13,732 shares; 2025Q4: 13,732 shares; 2026Q1: 13,732 shares; 2026Q2: 12,501 shares; 2026Q3: 12,501 shares 12,501 $249K 0.05% 0 Timeline TOTL 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; 2024Q4: 7,363 shares; 2025Q1: 7,363 shares; 2025Q2: 7,363 shares; 2025Q3: 7,092 shares; 2025Q4: 8,092 shares; 2026Q1: 7,138 shares; 2026Q2: 6,908 shares; 2026Q3: 6,654 shares 6,654 $249K 0.05% -254 Timeline BSCV 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; 2024Q4: 15,366 shares; 2025Q1: 15,366 shares; 2025Q2: 15,366 shares; 2025Q3: 15,366 shares; 2025Q4: 15,366 shares; 2026Q1: 15,366 shares; 2026Q2: 15,366 shares; 2026Q3: 15,366 shares 15,366 $242K 0.05% 0 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,166 shares; 2025Q1: 11,866 shares; 2025Q2: 11,366 shares; 2025Q3: 10,866 shares; 2025Q4: 9,267 shares; 2026Q1: 8,767 shares; 2026Q2: 4,122 shares; 2026Q3: 4,122 shares 4,122 $238K 0.04% 0 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,973 shares; 2025Q1: 4,424 shares; 2025Q2: 4,424 shares; 2025Q3: 4,657 shares; 2025Q4: 4,770 shares; 2026Q1: 4,770 shares; 2026Q2: 4,770 shares; 2026Q3: 4,767 shares 4,767 $236K 0.04% -3 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 888 shares; 2025Q1: 888 shares; 2025Q2: 888 shares; 2025Q3: 888 shares; 2025Q4: 888 shares; 2026Q1: 888 shares; 2026Q2: 889 shares; 2026Q3: 889 shares 889 $235K 0.04% 0 Timeline FSTA FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,532 shares; 2026Q1: 5,532 shares; 2026Q2: 4,570 shares; 2026Q3: 4,570 shares 4,570 $232K 0.04% 0 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,630 shares; 2025Q1: 3,254 shares; 2025Q2: 3,254 shares; 2025Q3: 2,998 shares; 2025Q4: 2,374 shares; 2026Q1: 3,026 shares; 2026Q2: 2,862 shares; 2026Q3: 2,862 shares 2,862 $231K 0.04% 0 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 521 shares; 2025Q1: 521 shares; 2025Q2: 489 shares; 2025Q3: 474 shares; 2025Q4: 474 shares; 2026Q1: 474 shares; 2026Q2: 451 shares; 2026Q3: 466 shares 466 $229K 0.04% +15 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; 2024Q4: 162 shares; 2025Q1: 450 shares; 2025Q2: 450 shares; 2025Q3: 450 shares; 2025Q4: 450 shares; 2026Q1: 450 shares; 2026Q2: 450 shares; 2026Q3: 450 shares 450 $229K 0.04% 0 Timeline XOM EXXONMOBIL HOLDINGS CORP More: the full row for EXXONMOBIL HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,395 shares 1,395 $227K 0.04% new Timeline DLS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,262 shares; 2025Q1: 3,212 shares; 2025Q2: 3,189 shares; 2025Q3: 2,792 shares; 2025Q4: 2,742 shares; 2026Q1: 2,742 shares; 2026Q2: 2,742 shares; 2026Q3: 2,589 shares 2,589 $226K 0.04% -153 Timeline DFIS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,794 shares; 2025Q1: 6,794 shares; 2025Q2: 6,740 shares; 2025Q3: 6,740 shares; 2025Q4: 6,600 shares; 2026Q1: 6,225 shares; 2026Q2: 14,702 shares; 2026Q3: 6,225 shares 6,225 $226K 0.04% -8,477 Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,428 shares; 2025Q1: 5,101 shares; 2025Q2: 5,638 shares; 2025Q3: 9,430 shares; 2025Q4: 9,875 shares; 2026Q1: 9,875 shares; 2026Q2: 9,875 shares; 2026Q3: 9,875 shares 9,875 $220K 0.04% 0 Timeline AAXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,933 shares; 2025Q1: 1,933 shares; 2025Q2: 1,933 shares; 2025Q3: 1,933 shares; 2025Q4: 1,933 shares; 2026Q1: 1,933 shares; 2026Q2: 1,933 shares; 2026Q3: 1,865 shares 1,865 $217K 0.04% -68 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,707 shares; 2025Q1: 4,707 shares; 2025Q2: 4,707 shares; 2025Q3: 4,707 shares; 2025Q4: 4,000 shares; 2026Q1: 4,000 shares; 2026Q2: 3,314 shares; 2026Q3: 3,314 shares 3,314 $214K 0.04% 0 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,024 shares; 2025Q1: 2,024 shares; 2025Q2: 1,529 shares; 2025Q3: 1,529 shares; 2025Q4: 1,380 shares; 2026Q1: 1,380 shares; 2026Q2: 1,125 shares; 2026Q3: 1,125 shares 1,125 $209K 0.04% 0 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,360 shares; 2025Q1: 2,360 shares; 2025Q2: 2,360 shares; 2025Q3: 2,360 shares; 2025Q4: 2,860 shares; 2026Q1: 2,860 shares; 2026Q2: 2,860 shares; 2026Q3: 2,860 shares 2,860 $206K 0.04% 0 Timeline FHLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,314 shares; 2026Q1: 5,314 shares; 2026Q2: 2,484 shares; 2026Q3: 2,484 shares 2,484 $203K 0.04% 0 Timeline PGX INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 495,872 shares; 2025Q1: 131,120 shares; 2025Q2: 123,383 shares; 2025Q3: 84,365 shares; 2025Q4: 69,602 shares; 2026Q1: 65,126 shares; 2026Q2: 55,673 shares; 2026Q3: 19,974 shares 19,974 $201K 0.04% -35,699 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 215 shares; 2025Q1: 215 shares; 2025Q2: 215 shares; 2025Q3: 215 shares; 2025Q4: 215 shares; 2026Q1: 215 shares; 2026Q2: 1,720 shares; 2026Q3: 1,574 shares 1,574 $198K 0.04% -146 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; 2024Q4: 1,491 shares; 2025Q1: 1,556 shares; 2025Q2: 1,480 shares; 2025Q3: 1,480 shares; 2025Q4: 1,874 shares; 2026Q1: 1,874 shares; 2026Q2: 1,835 shares; 2026Q3: 1,835 shares 1,835 $198K 0.04% 0 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,828 shares; 2025Q1: 2,370 shares; 2025Q2: 2,411 shares; 2025Q3: 2,256 shares; 2025Q4: 2,256 shares; 2026Q1: 2,043 shares; 2026Q2: 3,633 shares; 2026Q3: 3,633 shares 3,633 $197K 0.04% 0 Timeline DIHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,221 shares; 2025Q1: 5,221 shares; 2025Q2: 5,221 shares; 2025Q3: 5,083 shares; 2025Q4: 6,064 shares; 2026Q1: 6,064 shares; 2026Q2: 5,871 shares; 2026Q3: 5,767 shares 5,767 $194K 0.04% -104 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 429 shares; 2025Q1: 429 shares; 2025Q2: 429 shares; 2025Q3: 429 shares; 2025Q4: 411 shares; 2026Q1: 411 shares; 2026Q2: 2,055 shares; 2026Q3: 2,055 shares 2,055 $190K 0.04% 0 Timeline VNQI VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,681 shares; 2025Q1: 6,644 shares; 2025Q2: 6,526 shares; 2025Q3: 6,190 shares; 2025Q4: 4,998 shares; 2026Q1: 4,739 shares; 2026Q2: 4,956 shares; 2026Q3: 4,458 shares 4,458 $190K 0.04% -498 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; 2024Q4: 871 shares; 2025Q1: 892 shares; 2025Q2: 791 shares; 2025Q3: 791 shares; 2025Q4: 769 shares; 2026Q1: 741 shares; 2026Q2: 512 shares; 2026Q3: 512 shares 512 $188K 0.04% 0 Timeline VRP INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 90,438 shares; 2025Q2: 89,983 shares; 2025Q3: 77,163 shares; 2025Q4: 47,325 shares; 2026Q1: 27,067 shares; 2026Q2: 21,077 shares; 2026Q3: 7,630 shares 7,630 $181K 0.03% -13,447 Timeline DDWM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 796 shares; 2025Q1: 1,766 shares; 2025Q2: 3,062 shares; 2025Q3: 3,175 shares; 2025Q4: 3,175 shares; 2026Q1: 3,667 shares; 2026Q2: 3,957 shares; 2026Q3: 3,957 shares 3,957 $181K 0.03% 0 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,689 shares; 2025Q1: 2,689 shares; 2025Q2: 2,689 shares; 2025Q3: 2,689 shares; 2025Q4: 2,689 shares; 2026Q1: 2,689 shares; 2026Q2: 2,689 shares; 2026Q3: 2,689 shares 2,689 $180K 0.03% 0 Timeline BITA ISHARES BITCOIN PREM INCOME More: the full row for ISHARES BITCOIN PREM INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,846 shares; 2026Q3: 2,846 shares 2,846 $180K 0.03% 0 Timeline SUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,292 shares; 2025Q1: 11,292 shares; 2025Q2: 11,288 shares; 2025Q3: 10,490 shares; 2025Q4: 6,109 shares; 2026Q1: 7,298 shares; 2026Q2: 7,298 shares; 2026Q3: 7,298 shares 7,298 $178K 0.03% 0 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,565 shares; 2025Q1: 1,516 shares; 2025Q2: 1,354 shares; 2025Q3: 1,356 shares; 2025Q4: 1,420 shares; 2026Q1: 1,421 shares; 2026Q2: 1,311 shares; 2026Q3: 1,132 shares 1,132 $177K 0.03% -179 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,814 shares; 2025Q1: 7,023 shares; 2025Q2: 5,039 shares; 2025Q3: 3,809 shares; 2025Q4: 4,109 shares; 2026Q1: 4,109 shares; 2026Q2: 4,109 shares; 2026Q3: 3,461 shares 3,461 $177K 0.03% -648 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,043 shares; 2025Q1: 1,043 shares; 2025Q2: 1,043 shares; 2025Q3: 1,043 shares; 2025Q4: 1,043 shares; 2026Q1: 842 shares; 2026Q2: 842 shares; 2026Q3: 842 shares 842 $176K 0.03% 0 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,071 shares; 2025Q1: 1,084 shares; 2025Q2: 1,071 shares; 2025Q3: 891 shares; 2025Q4: 891 shares; 2026Q1: 738 shares; 2026Q2: 738 shares; 2026Q3: 738 shares 738 $170K 0.03% 0 Timeline IBHF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,008 shares; 2025Q1: 7,621 shares; 2025Q2: 7,621 shares; 2025Q3: 7,621 shares; 2025Q4: 7,621 shares; 2026Q1: 7,403 shares; 2026Q2: 7,403 shares; 2026Q3: 7,403 shares 7,403 $167K 0.03% 0 Timeline SMB VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,472 shares; 2025Q1: 12,472 shares; 2025Q2: 10,628 shares; 2025Q3: 8,608 shares; 2025Q4: 8,608 shares; 2026Q1: 7,156 shares; 2026Q2: 9,791 shares; 2026Q3: 9,791 shares 9,791 $166K 0.03% 0 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,145 shares; 2025Q1: 1,145 shares; 2025Q2: 1,145 shares; 2025Q3: 1,145 shares; 2025Q4: 1,145 shares; 2026Q1: 1,145 shares; 2026Q2: 1,080 shares; 2026Q3: 1,080 shares 1,080 $164K 0.03% 0 Timeline EPP ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,993 shares; 2025Q1: 2,993 shares; 2025Q2: 2,993 shares; 2025Q3: 2,993 shares; 2025Q4: 2,993 shares; 2026Q1: 2,921 shares; 2026Q2: 2,921 shares; 2026Q3: 2,921 shares 2,921 $161K 0.03% 0 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,858 shares; 2025Q1: 1,914 shares; 2025Q2: 1,564 shares; 2025Q3: 1,144 shares; 2025Q4: 2,497 shares; 2026Q1: 2,497 shares; 2026Q2: 1,830 shares; 2026Q3: 1,828 shares 1,828 $157K 0.03% -2 Timeline MOO VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,912 shares; 2026Q3: 1,912 shares 1,912 $156K 0.03% 0 Timeline FELV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 3,640 shares; 2025Q2: 3,640 shares; 2025Q3: 3,640 shares; 2025Q4: 3,640 shares; 2026Q1: 3,640 shares; 2026Q2: 3,640 shares; 2026Q3: 3,640 shares 3,640 $151K 0.03% 0 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,204 shares; 2025Q1: 9,204 shares; 2025Q2: 9,204 shares; 2025Q3: 9,204 shares; 2025Q4: 9,332 shares; 2026Q1: 9,332 shares; 2026Q2: 9,471 shares; 2026Q3: 9,471 shares 9,471 $145K 0.03% 0 Timeline IBDZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,690 shares; 2025Q1: 2,084 shares; 2025Q2: 3,458 shares; 2025Q3: 3,458 shares; 2025Q4: 4,416 shares; 2026Q1: 4,022 shares; 2026Q2: 4,596 shares; 2026Q3: 5,814 shares 5,814 $143K 0.03% +1,218 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; 2024Q4: 81 shares; 2025Q1: 81 shares; 2025Q2: 81 shares; 2025Q3: 81 shares; 2025Q4: 81 shares; 2026Q1: 81 shares; 2026Q2: 1,103 shares; 2026Q3: 1,103 shares 1,103 $141K 0.03% 0 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; 2024Q4: 1,570 shares; 2025Q1: 1,529 shares; 2025Q2: 1,529 shares; 2025Q3: 1,529 shares; 2025Q4: 1,529 shares; 2026Q1: 1,529 shares; 2026Q2: 1,529 shares; 2026Q3: 1,529 shares 1,529 $141K 0.03% 0 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 236 shares; 2025Q1: 236 shares; 2025Q2: 236 shares; 2025Q3: 236 shares; 2025Q4: 2,005 shares; 2026Q1: 2,005 shares; 2026Q2: 1,416 shares; 2026Q3: 1,416 shares 1,416 $140K 0.03% 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; 2024Q4: 854 shares; 2025Q1: 841 shares; 2025Q2: 787 shares; 2025Q3: 703 shares; 2025Q4: 634 shares; 2026Q1: 634 shares; 2026Q2: 634 shares; 2026Q3: 634 shares 634 $139K 0.03% 0 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 764 shares; 2025Q1: 764 shares; 2025Q2: 764 shares; 2025Q3: 764 shares; 2025Q4: 764 shares; 2026Q1: 822 shares; 2026Q2: 822 shares; 2026Q3: 822 shares 822 $137K 0.03% 0 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 458 shares; 2025Q1: 458 shares; 2025Q2: 440 shares; 2025Q3: 499 shares; 2025Q4: 499 shares; 2026Q1: 499 shares; 2026Q2: 1,742 shares; 2026Q3: 1,742 shares 1,742 $137K 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; 2024Q4: 4,389 shares; 2025Q1: 4,928 shares; 2025Q2: 6,017 shares; 2025Q3: 6,291 shares; 2025Q4: 6,291 shares; 2026Q1: 6,291 shares; 2026Q2: 6,291 shares; 2026Q3: 6,383 shares 6,383 $135K 0.03% +92 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 215 shares; 2025Q1: 262 shares; 2025Q2: 263 shares; 2025Q3: 264 shares; 2025Q4: 264 shares; 2026Q1: 264 shares; 2026Q2: 264 shares; 2026Q3: 265 shares 265 $135K 0.03% +1 Timeline IBTI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,331 shares; 2025Q1: 4,022 shares; 2025Q2: 4,563 shares; 2025Q3: 4,117 shares; 2025Q4: 6,040 shares; 2026Q1: 6,040 shares; 2026Q2: 6,040 shares; 2026Q3: 6,040 shares 6,040 $132K 0.02% 0 Timeline IBHH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,928 shares; 2025Q1: 5,928 shares; 2025Q2: 5,928 shares; 2025Q3: 5,928 shares; 2025Q4: 5,928 shares; 2026Q1: 5,714 shares; 2026Q2: 5,714 shares; 2026Q3: 5,714 shares 5,714 $132K 0.02% 0 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 23 shares; 2025Q1: 23 shares; 2025Q2: 10 shares; 2025Q3: 10 shares; 2025Q4: 235 shares; 2026Q1: 235 shares; 2026Q2: 215 shares; 2026Q3: 215 shares 215 $132K 0.02% 0 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3 shares; 2025Q1: 3 shares; 2025Q2: 3 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1 shares; 2026Q3: 1,248 shares 1,248 $130K 0.02% +1,247 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,875 shares; 2025Q1: 1,875 shares; 2025Q2: 1,901 shares; 2025Q3: 1,901 shares; 2025Q4: 1,427 shares; 2026Q1: 1,427 shares; 2026Q2: 1,427 shares; 2026Q3: 1,427 shares 1,427 $126K 0.02% 0 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; 2024Q4: 229 shares; 2025Q1: 249 shares; 2025Q2: 177 shares; 2025Q3: 177 shares; 2025Q4: 170 shares; 2026Q1: 173 shares; 2026Q2: 173 shares; 2026Q3: 173 shares 173 $125K 0.02% 0 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 674 shares; 2025Q1: 674 shares; 2025Q2: 674 shares; 2025Q3: 674 shares; 2025Q4: 674 shares; 2026Q1: 674 shares; 2026Q2: 486 shares; 2026Q3: 486 shares 486 $125K 0.02% 0 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,103 shares; 2025Q1: 1,103 shares; 2025Q2: 1,103 shares; 2025Q3: 948 shares; 2025Q4: 948 shares; 2026Q1: 948 shares; 2026Q2: 948 shares; 2026Q3: 948 shares 948 $123K 0.02% 0 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,767 shares; 2025Q1: 2,667 shares; 2025Q2: 1,794 shares; 2025Q3: 1,794 shares; 2025Q4: 1,831 shares; 2026Q1: 1,831 shares; 2026Q2: 1,831 shares; 2026Q3: 1,831 shares 1,831 $123K 0.02% 0 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 415 shares; 2025Q1: 415 shares; 2025Q2: 415 shares; 2025Q3: 415 shares; 2025Q4: 415 shares; 2026Q1: 415 shares; 2026Q2: 415 shares; 2026Q3: 415 shares 415 $122K 0.02% 0 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,921 shares; 2025Q1: 1,843 shares; 2025Q2: 1,820 shares; 2025Q3: 1,782 shares; 2025Q4: 1,782 shares; 2026Q1: 1,651 shares; 2026Q2: 1,174 shares; 2026Q3: 1,174 shares 1,174 $122K 0.02% 0 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,916 shares; 2025Q1: 4,960 shares; 2025Q2: 4,953 shares; 2025Q3: 4,952 shares; 2025Q4: 3,553 shares; 2026Q1: 3,598 shares; 2026Q2: 3,658 shares; 2026Q3: 3,717 shares 3,717 $120K 0.02% +59 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 459 shares; 2025Q1: 472 shares; 2025Q2: 459 shares; 2025Q3: 459 shares; 2025Q4: 454 shares; 2026Q1: 454 shares; 2026Q2: 454 shares; 2026Q3: 454 shares 454 $117K 0.02% 0 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 855 shares; 2025Q1: 855 shares; 2025Q2: 855 shares; 2025Q3: 668 shares; 2025Q4: 668 shares; 2026Q1: 707 shares; 2026Q2: 707 shares; 2026Q3: 689 shares 689 $116K 0.02% -18 Timeline XJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,125 shares; 2025Q1: 2,125 shares; 2025Q2: 2,125 shares; 2025Q3: 1,770 shares; 2025Q4: 1,770 shares; 2026Q1: 1,770 shares; 2026Q2: 2,351 shares; 2026Q3: 2,351 shares 2,351 $113K 0.02% 0 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 475 shares; 2025Q1: 485 shares; 2025Q2: 437 shares; 2025Q3: 420 shares; 2025Q4: 310 shares; 2026Q1: 310 shares; 2026Q2: 310 shares; 2026Q3: 264 shares 264 $111K 0.02% -46 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,247 shares; 2026Q3: 1,228 shares 1,228 $111K 0.02% -19 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 255 shares; 2025Q1: 255 shares; 2025Q2: 255 shares; 2025Q3: 255 shares; 2025Q4: 255 shares; 2026Q1: 218 shares; 2026Q2: 872 shares; 2026Q3: 871 shares 871 $109K 0.02% -1 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; 2024Q4: 937 shares; 2025Q1: 937 shares; 2025Q2: 912 shares; 2025Q3: 413 shares; 2025Q4: 392 shares; 2026Q1: 392 shares; 2026Q2: 392 shares; 2026Q3: 383 shares 383 $109K 0.02% -9 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 430 shares; 2025Q1: 459 shares; 2025Q2: 446 shares; 2025Q3: 396 shares; 2025Q4: 294 shares; 2026Q1: 300 shares; 2026Q2: 300 shares; 2026Q3: 302 shares 302 $108K 0.02% +2 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 818 shares; 2025Q1: 818 shares; 2025Q2: 823 shares; 2025Q3: 711 shares; 2025Q4: 711 shares; 2026Q1: 641 shares; 2026Q2: 641 shares; 2026Q3: 680 shares 680 $107K 0.02% +39 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; 2024Q4: 4,148 shares; 2025Q1: 4,081 shares; 2025Q2: 4,081 shares; 2025Q3: 4,081 shares; 2025Q4: 3,305 shares; 2026Q1: 3,305 shares; 2026Q2: 3,135 shares; 2026Q3: 2,281 shares 2,281 $107K 0.02% -854 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 457 shares; 2025Q1: 498 shares; 2025Q2: 472 shares; 2025Q3: 472 shares; 2025Q4: 472 shares; 2026Q1: 431 shares; 2026Q2: 431 shares; 2026Q3: 431 shares 431 $107K 0.02% 0 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 371 shares; 2025Q3: 371 shares; 2025Q4: 371 shares; 2026Q1: 1,132 shares; 2026Q2: 1,196 shares; 2026Q3: 1,196 shares 1,196 $107K 0.02% 0 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,693 shares; 2025Q1: 2,558 shares; 2025Q2: 2,551 shares; 2025Q3: 1,830 shares; 2025Q4: 1,834 shares; 2026Q1: 1,491 shares; 2026Q2: 1,498 shares; 2026Q3: 1,505 shares 1,505 $106K 0.02% +7 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 28,789 shares; 2025Q1: 14,858 shares; 2025Q2: 11,907 shares; 2025Q3: 8,031 shares; 2025Q4: 3,985 shares; 2026Q1: 3,985 shares; 2026Q2: 3,985 shares; 2026Q3: 3,589 shares 3,589 $106K 0.02% -396 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,365 shares; 2025Q1: 1,365 shares; 2025Q2: 1,365 shares; 2025Q3: 1,365 shares; 2025Q4: 1,365 shares; 2026Q1: 1,333 shares; 2026Q2: 1,333 shares; 2026Q3: 1,333 shares 1,333 $103K 0.02% 0 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 69 shares; 2025Q1: 69 shares; 2025Q2: 69 shares; 2025Q3: 69 shares; 2025Q4: 69 shares; 2026Q1: 69 shares; 2026Q2: 69 shares; 2026Q3: 56 shares 56 $101K 0.02% -13 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,971 shares 1,971 $101K 0.02% new Timeline IBTL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,323 shares; 2025Q1: 3,323 shares; 2025Q2: 3,918 shares; 2025Q3: 3,918 shares; 2025Q4: 4,400 shares; 2026Q1: 4,400 shares; 2026Q2: 4,400 shares; 2026Q3: 5,171 shares 5,171 $101K 0.02% +771 Timeline DFIP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,574 shares 2,574 $101K 0.02% new Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 625 shares; 2025Q1: 661 shares; 2025Q2: 612 shares; 2025Q3: 612 shares; 2025Q4: 482 shares; 2026Q1: 482 shares; 2026Q2: 482 shares; 2026Q3: 482 shares 482 $98.4K 0.02% 0 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,567 shares; 2025Q1: 2,567 shares; 2025Q2: 1,789 shares; 2025Q3: 1,789 shares; 2025Q4: 1,789 shares; 2026Q1: 1,789 shares; 2026Q2: 1,789 shares; 2026Q3: 1,789 shares 1,789 $97.5K 0.02% 0 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 146 shares; 2025Q1: 153 shares; 2025Q2: 140 shares; 2025Q3: 140 shares; 2025Q4: 1,390 shares; 2026Q1: 1,390 shares; 2026Q2: 1,390 shares; 2026Q3: 1,390 shares 1,390 $96.7K 0.02% 0 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 540 shares; 2025Q1: 540 shares; 2025Q2: 540 shares; 2025Q3: 540 shares; 2025Q4: 540 shares; 2026Q1: 540 shares; 2026Q2: 540 shares; 2026Q3: 540 shares 540 $96.7K 0.02% 0 Timeline IBTK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,431 shares; 2025Q1: 4,349 shares; 2025Q2: 4,963 shares; 2025Q3: 4,963 shares; 2025Q4: 4,963 shares; 2026Q1: 4,963 shares; 2026Q2: 4,963 shares; 2026Q3: 4,963 shares 4,963 $94.3K 0.02% 0 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 884 shares; 2026Q3: 1,778 shares 1,778 $89.9K 0.02% +894 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,452 shares; 2025Q1: 1,886 shares; 2025Q2: 1,886 shares; 2025Q3: 1,886 shares; 2025Q4: 2,059 shares; 2026Q1: 2,059 shares; 2026Q2: 2,606 shares; 2026Q3: 2,721 shares 2,721 $88.8K 0.02% +115 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 164 shares; 2025Q1: 164 shares; 2025Q2: 142 shares; 2025Q3: 142 shares; 2025Q4: 150 shares; 2026Q1: 109 shares; 2026Q2: 109 shares; 2026Q3: 97 shares 97 $87.8K 0.02% -12 Timeline FXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,645 shares; 2025Q1: 2,645 shares; 2025Q2: 2,645 shares; 2025Q3: 2,645 shares; 2025Q4: 2,397 shares; 2026Q1: 2,397 shares; 2026Q2: 2,596 shares; 2026Q3: 2,578 shares 2,578 $87.7K 0.02% -18 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,978 shares; 2025Q1: 1,978 shares; 2025Q2: 1,978 shares; 2025Q3: 1,977 shares; 2025Q4: 1,977 shares; 2026Q1: 1,597 shares; 2026Q2: 1,597 shares; 2026Q3: 1,597 shares 1,597 $86.7K 0.02% 0 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; 2024Q4: 951 shares; 2025Q1: 951 shares; 2025Q2: 951 shares; 2025Q3: 951 shares; 2025Q4: 951 shares; 2026Q1: 951 shares; 2026Q2: 951 shares; 2026Q3: 747 shares 747 $84.9K 0.02% -204 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,860 shares; 2026Q3: 2,352 shares 2,352 $84.5K 0.02% -508 Timeline WTV WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 252 shares; 2025Q3: 252 shares; 2025Q4: 252 shares; 2026Q1: 603 shares; 2026Q2: 676 shares; 2026Q3: 788 shares 788 $80.7K 0.02% +112 Timeline PSLV 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; 2024Q4: 29,000 shares; 2025Q1: 19,000 shares; 2025Q2: 17,289 shares; 2025Q3: 14,289 shares; 2025Q4: 13,693 shares; 2026Q1: 4,693 shares; 2026Q2: 4,158 shares; 2026Q3: 4,158 shares 4,158 $80.5K 0.02% 0 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 221 shares; 2025Q1: 121 shares; 2025Q2: 121 shares; 2025Q3: 121 shares; 2025Q4: 121 shares; 2026Q1: 1,745 shares; 2026Q2: 1,500 shares; 2026Q3: 1,500 shares 1,500 $80.1K 0.02% 0 Timeline PXI INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,300 shares; 2026Q1: 1,300 shares; 2026Q2: 1,300 shares; 2026Q3: 1,300 shares 1,300 $79.6K 0.01% 0 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,248 shares; 2025Q1: 1,248 shares; 2025Q2: 1,148 shares; 2025Q3: 1,150 shares; 2025Q4: 1,138 shares; 2026Q1: 1,138 shares; 2026Q2: 1,138 shares; 2026Q3: 1,138 shares 1,138 $79.5K 0.01% 0 Timeline VTP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,082 shares 1,082 $79.2K 0.01% new Timeline DFAR DFA INVT DIMENSIONS GROUP IN More: the full row for DFA INVT DIMENSIONS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 3,231 shares 3,231 $78.1K 0.01% new Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 76 shares; 2025Q1: 102 shares; 2025Q2: 80 shares; 2025Q3: 80 shares; 2025Q4: 80 shares; 2026Q1: 80 shares; 2026Q2: 80 shares; 2026Q3: 80 shares 80 $76.4K 0.01% 0 Timeline AVIV 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; 2024Q4: 1,167 shares; 2025Q1: 1,194 shares; 2025Q2: 1,130 shares; 2025Q3: 1,130 shares; 2025Q4: 1,130 shares; 2026Q1: 941 shares; 2026Q2: 941 shares; 2026Q3: 941 shares 941 $74.9K 0.01% 0 Timeline DALI FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,319 shares; 2025Q1: 2,429 shares; 2025Q2: 2,429 shares; 2025Q3: 2,467 shares; 2025Q4: 2,467 shares; 2026Q1: 2,467 shares; 2026Q2: 2,636 shares; 2026Q3: 2,636 shares 2,636 $74.5K 0.01% 0 Timeline DFSV DFA INVT DIMENSIONS GROUP IN More: the full row for DFA INVT DIMENSIONS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,962 shares 1,962 $73.5K 0.01% new Timeline AGZD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,458 shares; 2025Q1: 3,458 shares; 2025Q2: 3,458 shares; 2025Q3: 3,458 shares; 2025Q4: 3,234 shares; 2026Q1: 3,234 shares; 2026Q2: 3,234 shares; 2026Q3: 3,234 shares 3,234 $72.9K 0.01% 0 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 754 shares; 2025Q3: 868 shares; 2025Q4: 868 shares; 2026Q1: 1,600 shares; 2026Q2: 1,600 shares; 2026Q3: 1,600 shares 1,600 $72.6K 0.01% 0 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,300 shares; 2026Q1: 1,300 shares; 2026Q2: 1,300 shares; 2026Q3: 1,300 shares 1,300 $71.5K 0.01% 0 Timeline DJD INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,100 shares; 2026Q1: 1,100 shares; 2026Q2: 1,100 shares; 2026Q3: 1,100 shares 1,100 $69.1K 0.01% 0 Timeline PHO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,002 shares; 2025Q1: 1,002 shares; 2025Q2: 1,002 shares; 2025Q3: 1,002 shares; 2025Q4: 1,002 shares; 2026Q1: 1,002 shares; 2026Q2: 1,002 shares; 2026Q3: 1,002 shares 1,002 $68K 0.01% 0 Timeline WOOD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 988 shares; 2025Q1: 988 shares; 2025Q2: 988 shares; 2025Q3: 988 shares; 2025Q4: 988 shares; 2026Q1: 988 shares; 2026Q2: 988 shares; 2026Q3: 988 shares 988 $66.4K 0.01% 0 Timeline HYS PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 733 shares; 2025Q1: 733 shares; 2025Q2: 733 shares; 2025Q3: 733 shares; 2025Q4: 733 shares; 2026Q1: 733 shares; 2026Q2: 733 shares; 2026Q3: 733 shares 733 $66.3K 0.01% 0 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 142 shares; 2025Q1: 142 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,306 shares; 2026Q1: 1,306 shares; 2026Q2: 1,306 shares; 2026Q3: 1,306 shares 1,306 $65.8K 0.01% 0 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; 2024Q4: not reported; 2025Q1: 30 shares; 2025Q2: 30 shares; 2025Q3: 30 shares; 2025Q4: 30 shares; 2026Q1: 894 shares; 2026Q2: 894 shares; 2026Q3: 894 shares 894 $65.1K 0.01% 0 Timeline VOOG 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; 2024Q4: not reported; 2025Q1: 106 shares; 2025Q2: 137 shares; 2025Q3: 137 shares; 2025Q4: 137 shares; 2026Q1: 137 shares; 2026Q2: 756 shares; 2026Q3: 756 shares 756 $64.6K 0.01% 0 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,006 shares; 2025Q1: 2,006 shares; 2025Q2: 2,006 shares; 2025Q3: 2,006 shares; 2025Q4: 2,984 shares; 2026Q1: 2,278 shares; 2026Q2: 2,893 shares; 2026Q3: 2,893 shares 2,893 $63.3K 0.01% 0 Timeline TLTE FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 883 shares; 2025Q1: 883 shares; 2025Q2: 883 shares; 2025Q3: 883 shares; 2025Q4: 883 shares; 2026Q1: 883 shares; 2026Q2: 883 shares; 2026Q3: 814 shares 814 $61.9K 0.01% -69 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; 2024Q4: 8 shares; 2025Q1: 56 shares; 2025Q2: 48 shares; 2025Q3: 48 shares; 2025Q4: 298 shares; 2026Q1: 298 shares; 2026Q2: 298 shares; 2026Q3: 298 shares 298 $60.7K 0.01% 0 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 174 shares; 2025Q1: 174 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 599 shares; 2026Q1: 599 shares; 2026Q2: 599 shares; 2026Q3: 599 shares 599 $60.2K 0.01% 0 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 385 shares; 2025Q1: 385 shares; 2025Q2: 385 shares; 2025Q3: 385 shares; 2025Q4: 385 shares; 2026Q1: 385 shares; 2026Q2: 385 shares; 2026Q3: 385 shares 385 $59.2K 0.01% 0 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,074 shares; 2025Q1: 9,092 shares; 2025Q2: 5,604 shares; 2025Q3: 5,625 shares; 2025Q4: 2,036 shares; 2026Q1: 2,056 shares; 2026Q2: 2,038 shares; 2026Q3: 2,057 shares 2,057 $58.7K 0.01% +19 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; 2024Q4: 251 shares; 2025Q1: 251 shares; 2025Q2: 251 shares; 2025Q3: 251 shares; 2025Q4: 251 shares; 2026Q1: 251 shares; 2026Q2: 251 shares; 2026Q3: 251 shares 251 $58.1K 0.01% 0 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; 2024Q4: 774 shares; 2025Q1: 734 shares; 2025Q2: 487 shares; 2025Q3: 491 shares; 2025Q4: 496 shares; 2026Q1: 500 shares; 2026Q2: 504 shares; 2026Q3: 509 shares 509 $58K 0.01% +5 Timeline XTEN BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 678 shares; 2026Q3: 1,362 shares 1,362 $57.7K 0.01% +684 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; 2024Q4: 1,118 shares; 2025Q1: 1,145 shares; 2025Q2: 1,145 shares; 2025Q3: 1,145 shares; 2025Q4: 1,145 shares; 2026Q1: 1,145 shares; 2026Q2: 1,145 shares; 2026Q3: 1,145 shares 1,145 $57.5K 0.01% 0 Timeline DRIV GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,685 shares; 2025Q1: 1,685 shares; 2025Q2: 1,685 shares; 2025Q3: 1,685 shares; 2025Q4: 1,685 shares; 2026Q1: 1,685 shares; 2026Q2: 1,685 shares; 2026Q3: 1,685 shares 1,685 $55.8K 0.01% 0 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 509 shares; 2026Q2: 509 shares; 2026Q3: 509 shares 509 $54.3K 0.01% 0 Timeline IBCA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares; 2026Q3: 2,244 shares 2,244 $54K 0.01% +1,244 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,019 shares; 2025Q1: 1,019 shares; 2025Q2: 1,019 shares; 2025Q3: 1,019 shares; 2025Q4: 1,019 shares; 2026Q1: 971 shares; 2026Q2: 971 shares; 2026Q3: 971 shares 971 $53.7K 0.01% 0 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 548 shares; 2025Q1: 548 shares; 2025Q2: 521 shares; 2025Q3: 521 shares; 2025Q4: 521 shares; 2026Q1: 521 shares; 2026Q2: 521 shares; 2026Q3: 521 shares 521 $52.5K 0.01% 0 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 777 shares; 2025Q1: 781 shares; 2025Q2: 781 shares; 2025Q3: 781 shares; 2025Q4: 781 shares; 2026Q1: 1,389 shares; 2026Q2: 1,389 shares; 2026Q3: 1,389 shares 1,389 $52.2K 0.01% 0 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 592 shares; 2025Q1: 592 shares; 2025Q2: 632 shares; 2025Q3: 522 shares; 2025Q4: 522 shares; 2026Q1: 522 shares; 2026Q2: 524 shares; 2026Q3: 524 shares 524 $51.9K 0.01% 0 Timeline IBTM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 758 shares; 2025Q1: 758 shares; 2025Q2: 1,288 shares; 2025Q3: 1,288 shares; 2025Q4: 2,365 shares; 2026Q1: 2,365 shares; 2026Q2: 2,365 shares; 2026Q3: 2,365 shares 2,365 $51.4K 0.01% 0 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; 2024Q4: 270 shares; 2025Q1: 270 shares; 2025Q2: 270 shares; 2025Q3: 270 shares; 2025Q4: 270 shares; 2026Q1: 873 shares; 2026Q2: 603 shares; 2026Q3: 650 shares 650 $50.9K 0.01% +47 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 23 shares; 2025Q1: 33 shares; 2025Q2: 33 shares; 2025Q3: 33 shares; 2025Q4: 58 shares; 2026Q1: 58 shares; 2026Q2: 58 shares; 2026Q3: 58 shares 58 $49.5K 0.01% 0 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; 2024Q4: 917 shares; 2025Q1: 917 shares; 2025Q2: 943 shares; 2025Q3: 943 shares; 2025Q4: 943 shares; 2026Q1: 943 shares; 2026Q2: 943 shares; 2026Q3: 943 shares 943 $48.8K 0.01% 0 Timeline LRMR LARIMAR THERAPEUTICS INC More: the full row for LARIMAR THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,618 shares; 2025Q3: 13,264 shares; 2025Q4: 15,264 shares; 2026Q1: 15,264 shares; 2026Q2: 15,264 shares; 2026Q3: 15,264 shares 15,264 $48.8K 0.01% 0 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 212 shares; 2025Q1: 212 shares; 2025Q2: 212 shares; 2025Q3: 212 shares; 2025Q4: 212 shares; 2026Q1: 212 shares; 2026Q2: 212 shares; 2026Q3: 212 shares 212 $48.4K 0.01% 0 Timeline DFLV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,089 shares; 2025Q1: 1,089 shares; 2025Q2: 1,089 shares; 2025Q3: 1,120 shares; 2025Q4: 1,162 shares; 2026Q1: 1,131 shares; 2026Q2: 1,131 shares; 2026Q3: 1,200 shares 1,200 $48.2K 0.01% +69 Timeline DOL WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 881 shares; 2025Q1: 870 shares; 2025Q2: 714 shares; 2025Q3: 714 shares; 2025Q4: 714 shares; 2026Q1: 714 shares; 2026Q2: 644 shares; 2026Q3: 644 shares 644 $47.9K 0.01% 0 Timeline SPBO SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 788 shares; 2025Q1: 788 shares; 2025Q2: 788 shares; 2025Q3: 788 shares; 2025Q4: 788 shares; 2026Q1: 1,714 shares; 2026Q2: 1,714 shares; 2026Q3: 1,714 shares 1,714 $47.1K 0.01% 0 Timeline QCLN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 959 shares; 2025Q1: 960 shares; 2025Q2: 960 shares; 2025Q3: 961 shares; 2025Q4: 962 shares; 2026Q1: 962 shares; 2026Q2: 962 shares; 2026Q3: 962 shares 962 $46.4K 0.01% 0 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 223 shares; 2025Q1: 223 shares; 2025Q2: 161 shares; 2025Q3: 161 shares; 2025Q4: 208 shares; 2026Q1: 208 shares; 2026Q2: 177 shares; 2026Q3: 177 shares 177 $46.3K 0.01% 0 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; 2024Q4: 28 shares; 2025Q1: 28 shares; 2025Q2: 28 shares; 2025Q3: 28 shares; 2025Q4: 253 shares; 2026Q1: 253 shares; 2026Q2: 253 shares; 2026Q3: 253 shares 253 $46.3K 0.01% 0 Timeline IBHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 631 shares; 2025Q1: 2,228 shares; 2025Q2: 2,228 shares; 2025Q3: 2,018 shares; 2025Q4: 2,018 shares; 2026Q1: 2,018 shares; 2026Q2: 2,018 shares; 2026Q3: 2,018 shares 2,018 $46.1K 0.01% 0 Timeline NULC NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 825 shares; 2025Q1: 825 shares; 2025Q2: 825 shares; 2025Q3: 825 shares; 2025Q4: 825 shares; 2026Q1: 825 shares; 2026Q2: 825 shares; 2026Q3: 825 shares 825 $45.9K 0.01% 0 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 498 shares; 2025Q1: 498 shares; 2025Q2: 413 shares; 2025Q3: 413 shares; 2025Q4: 367 shares; 2026Q1: 367 shares; 2026Q2: 341 shares; 2026Q3: 327 shares 327 $44.9K 0.01% -14 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 212 shares; 2026Q1: 212 shares; 2026Q2: 212 shares; 2026Q3: 212 shares 212 $43.9K 0.01% 0 Timeline RWL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 340 shares; 2025Q1: 340 shares; 2025Q2: 340 shares; 2025Q3: 340 shares; 2025Q4: 340 shares; 2026Q1: 340 shares; 2026Q2: 340 shares; 2026Q3: 340 shares 340 $43.8K 0.01% 0 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,211 shares; 2025Q1: 2,211 shares; 2025Q2: 2,211 shares; 2025Q3: 2,211 shares; 2025Q4: 2,211 shares; 2026Q1: 2,211 shares; 2026Q2: 2,211 shares; 2026Q3: 2,211 shares 2,211 $43.7K 0.01% 0 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 814 shares; 2025Q1: 852 shares; 2025Q2: 815 shares; 2025Q3: 411 shares; 2025Q4: 411 shares; 2026Q1: 411 shares; 2026Q2: 411 shares; 2026Q3: 410 shares 410 $43K 0.01% -1 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,347 shares; 2025Q1: 9,552 shares; 2025Q2: 5,905 shares; 2025Q3: 5,905 shares; 2025Q4: 5,905 shares; 2026Q1: 1,905 shares; 2026Q2: 1,905 shares; 2026Q3: 1,708 shares 1,708 $41.7K 0.01% -197 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; 2024Q4: 340 shares; 2025Q1: 584 shares; 2025Q2: 459 shares; 2025Q3: 459 shares; 2025Q4: 904 shares; 2026Q1: 904 shares; 2026Q2: 904 shares; 2026Q3: 904 shares 904 $41.5K 0.01% 0 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 308 shares; 2025Q1: 308 shares; 2025Q2: 220 shares; 2025Q3: 221 shares; 2025Q4: 221 shares; 2026Q1: 222 shares; 2026Q2: 223 shares; 2026Q3: 223 shares 223 $41.1K 0.01% 0 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 241 shares; 2025Q1: 241 shares; 2025Q2: 241 shares; 2025Q3: 241 shares; 2025Q4: 241 shares; 2026Q1: 241 shares; 2026Q2: 241 shares; 2026Q3: 196 shares 196 $40.9K 0.01% -45 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 413 shares; 2026Q1: 413 shares; 2026Q2: 413 shares; 2026Q3: 413 shares 413 $40.7K 0.01% 0 Timeline DFMC DFA INVT DIMENSIONS GROUP IN More: the full row for DFA INVT DIMENSIONS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 711 shares; 2026Q3: 711 shares 711 $40.6K 0.01% 0 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; 2024Q4: 561 shares; 2025Q1: 561 shares; 2025Q2: 561 shares; 2025Q3: 561 shares; 2025Q4: 561 shares; 2026Q1: 561 shares; 2026Q2: 561 shares; 2026Q3: 561 shares 561 $39.9K 0.01% 0 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; 2024Q4: 188 shares; 2025Q1: 200 shares; 2025Q2: 189 shares; 2025Q3: 190 shares; 2025Q4: 190 shares; 2026Q1: 191 shares; 2026Q2: 192 shares; 2026Q3: 193 shares 193 $39.3K 0.01% +1 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 195 shares; 2025Q1: 195 shares; 2025Q2: 109 shares; 2025Q3: 109 shares; 2025Q4: 343 shares; 2026Q1: 343 shares; 2026Q2: 343 shares; 2026Q3: 343 shares 343 $38.9K 0.01% 0 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,869 shares; 2025Q1: 1,869 shares; 2025Q2: 1,869 shares; 2025Q3: 1,746 shares; 2025Q4: 1,741 shares; 2026Q1: 1,741 shares; 2026Q2: 1,741 shares; 2026Q3: 801 shares 801 $37.8K 0.01% -940 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 381 shares; 2025Q1: 381 shares; 2025Q2: 381 shares; 2025Q3: 381 shares; 2025Q4: 381 shares; 2026Q1: 381 shares; 2026Q2: 381 shares; 2026Q3: 381 shares 381 $37.1K 0.01% 0 Timeline RYAN RYAN SPECIALTY HOLDINGS INC More: the full row for RYAN SPECIALTY HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares; 2026Q3: 1,000 shares 1,000 $37K 0.01% 0 Timeline IBTO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 707 shares; 2025Q1: 707 shares; 2025Q2: 1,206 shares; 2025Q3: 1,206 shares; 2025Q4: 1,608 shares; 2026Q1: 1,608 shares; 2026Q2: 1,608 shares; 2026Q3: 1,608 shares 1,608 $37K 0.01% 0 Timeline APPS DIGITAL TURBINE INC More: the full row for DIGITAL TURBINE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,500 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 4,000 shares; 2026Q1: 4,000 shares; 2026Q2: 3,800 shares; 2026Q3: 3,300 shares 3,300 $36.6K 0.01% -500 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 76 shares; 2025Q1: 119 shares; 2025Q2: 81 shares; 2025Q3: 81 shares; 2025Q4: 112 shares; 2026Q1: 112 shares; 2026Q2: 112 shares; 2026Q3: 112 shares 112 $36.4K 0.01% 0 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 10 shares; 2025Q2: 10 shares; 2025Q3: 10 shares; 2025Q4: 20 shares; 2026Q1: 212 shares; 2026Q2: 212 shares; 2026Q3: 186 shares 186 $36.4K 0.01% -26 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 833 shares; 2025Q1: 833 shares; 2025Q2: 823 shares; 2025Q3: 823 shares; 2025Q4: 823 shares; 2026Q1: 823 shares; 2026Q2: 617 shares; 2026Q3: 617 shares 617 $36.2K 0.01% 0 Timeline IDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 356 shares; 2025Q1: 356 shares; 2025Q2: 356 shares; 2025Q3: 356 shares; 2025Q4: 356 shares; 2026Q1: 356 shares; 2026Q2: 356 shares; 2026Q3: 356 shares 356 $35.9K 0.01% 0 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; 2024Q4: 43 shares; 2025Q1: 43 shares; 2025Q2: 43 shares; 2025Q3: 43 shares; 2025Q4: 43 shares; 2026Q1: 188 shares; 2026Q2: 188 shares; 2026Q3: 188 shares 188 $35.8K 0.01% 0 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 345 shares; 2025Q1: 345 shares; 2025Q2: 345 shares; 2025Q3: 345 shares; 2025Q4: 345 shares; 2026Q1: 345 shares; 2026Q2: 345 shares; 2026Q3: 345 shares 345 $35.6K 0.01% 0 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,799 shares; 2025Q1: 1,822 shares; 2025Q2: 1,846 shares; 2025Q3: 1,869 shares; 2025Q4: 1,888 shares; 2026Q1: 1,904 shares; 2026Q2: 1,918 shares; 2026Q3: 1,932 shares 1,932 $34.2K 0.01% +14 Timeline FDIQ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 500 shares; 2026Q1: 500 shares; 2026Q2: 500 shares; 2026Q3: 500 shares 500 $33.8K 0.01% 0 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 146 shares; 2025Q1: 220 shares; 2025Q2: 89 shares; 2025Q3: 89 shares; 2025Q4: 129 shares; 2026Q1: 133 shares; 2026Q2: 93 shares; 2026Q3: 93 shares 93 $32.7K 0.01% 0 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; 2024Q4: 713 shares; 2025Q1: 713 shares; 2025Q2: 713 shares; 2025Q3: 713 shares; 2025Q4: 713 shares; 2026Q1: 713 shares; 2026Q2: 713 shares; 2026Q3: 713 shares 713 $32.2K 0.01% 0 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 73 shares; 2026Q2: 73 shares; 2026Q3: 73 shares 73 $32.1K 0.01% 0 Timeline IBCB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,337 shares 1,337 $31.6K 0.01% new Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 534 shares; 2025Q1: 534 shares; 2025Q2: 534 shares; 2025Q3: 534 shares; 2025Q4: 534 shares; 2026Q1: 534 shares; 2026Q2: 534 shares; 2026Q3: 434 shares 434 $30.4K 0.01% -100 Timeline OTTR OTTER TAIL CORP More: the full row for OTTER TAIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 454 shares; 2025Q1: 454 shares; 2025Q2: 454 shares; 2025Q3: 454 shares; 2025Q4: 454 shares; 2026Q1: 454 shares; 2026Q2: 341 shares; 2026Q3: 341 shares 341 $30K 0.01% 0 Timeline XC WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,210 shares; 2025Q1: 1,210 shares; 2025Q2: 1,210 shares; 2025Q3: 1,210 shares; 2025Q4: 1,210 shares; 2026Q1: 981 shares; 2026Q2: 981 shares; 2026Q3: 981 shares 981 $30K 0.01% 0 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; 2024Q4: 88 shares; 2025Q1: 88 shares; 2025Q2: 88 shares; 2025Q3: 88 shares; 2025Q4: 88 shares; 2026Q1: 88 shares; 2026Q2: 88 shares; 2026Q3: 88 shares 88 $29.7K 0.01% 0 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 70 shares; 2025Q1: 70 shares; 2025Q2: 70 shares; 2025Q3: 70 shares; 2025Q4: 150 shares; 2026Q1: 150 shares; 2026Q2: 150 shares; 2026Q3: 150 shares 150 $29.7K 0.01% 0 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 185 shares; 2025Q2: 185 shares; 2025Q3: 185 shares; 2025Q4: 185 shares; 2026Q1: 185 shares; 2026Q2: 185 shares; 2026Q3: 185 shares 185 $29.7K 0.01% 0 Timeline BPOP POPULAR INC More: the full row for POPULAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 190 shares; 2025Q1: 215 shares; 2025Q2: 190 shares; 2025Q3: 190 shares; 2025Q4: 190 shares; 2026Q1: 190 shares; 2026Q2: 190 shares; 2026Q3: 190 shares 190 $29.5K 0.01% 0 Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 71,355 shares; 2025Q1: 26,755 shares; 2025Q2: 26,755 shares; 2025Q3: 26,254 shares; 2025Q4: 26,254 shares; 2026Q1: 4,000 shares; 2026Q2: 3,077 shares; 2026Q3: 3,077 shares 3,077 $29.4K 0.01% 0 Timeline IWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 267 shares; 2025Q1: 267 shares; 2025Q2: 267 shares; 2025Q3: 267 shares; 2025Q4: 267 shares; 2026Q1: 267 shares; 2026Q2: 267 shares; 2026Q3: 267 shares 267 $29.2K 0.01% 0 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; 2024Q4: 44 shares; 2025Q1: 44 shares; 2025Q2: 44 shares; 2025Q3: 44 shares; 2025Q4: 44 shares; 2026Q1: 44 shares; 2026Q2: 44 shares; 2026Q3: 44 shares 44 $28.9K 0.01% 0 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 612 shares; 2026Q1: 612 shares; 2026Q2: 612 shares; 2026Q3: 612 shares 612 $28.4K 0.01% 0 Timeline XT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 419 shares; 2025Q1: 419 shares; 2025Q2: 419 shares; 2025Q3: 419 shares; 2025Q4: 419 shares; 2026Q1: 419 shares; 2026Q2: 419 shares; 2026Q3: 340 shares 340 $28.4K 0.01% -79 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 235 shares; 2025Q1: 198 shares; 2025Q2: 182 shares; 2025Q3: 62 shares; 2025Q4: 62 shares; 2026Q1: 62 shares; 2026Q2: 62 shares; 2026Q3: 62 shares 62 $28.3K 0.01% 0 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 78 shares; 2025Q2: 78 shares; 2025Q3: 78 shares; 2025Q4: 78 shares; 2026Q1: 78 shares; 2026Q2: 78 shares; 2026Q3: 78 shares 78 $28.2K 0.01% 0 Timeline QHY WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 624 shares; 2025Q1: 624 shares; 2025Q2: 624 shares; 2025Q3: 624 shares; 2025Q4: 624 shares; 2026Q1: 624 shares; 2026Q2: 624 shares; 2026Q3: 624 shares 624 $27.6K 0.01% 0 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 25 shares; 2025Q1: 40 shares; 2025Q2: 40 shares; 2025Q3: 25 shares; 2025Q4: 15 shares; 2026Q1: 15 shares; 2026Q2: 15 shares; 2026Q3: 30 shares 30 $27K 0.01% +15 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 375 shares; 2025Q1: 375 shares; 2025Q2: 375 shares; 2025Q3: 375 shares; 2025Q4: 375 shares; 2026Q1: 375 shares; 2026Q2: 375 shares; 2026Q3: 375 shares 375 $26.8K 0.01% 0 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 126 shares; 2026Q3: 126 shares 126 $26.6K 0.01% 0 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 764 shares; 2025Q1: 516 shares; 2025Q2: 496 shares; 2025Q3: 498 shares; 2025Q4: 501 shares; 2026Q1: 503 shares; 2026Q2: 454 shares; 2026Q3: 456 shares 456 $26.4K <0.01% +2 Timeline ALRS ALERUS FINL CORP More: the full row for ALERUS FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 830 shares; 2025Q1: 830 shares; 2025Q2: 830 shares; 2025Q3: 830 shares; 2025Q4: 830 shares; 2026Q1: 830 shares; 2026Q2: 830 shares; 2026Q3: 830 shares 830 $26.2K <0.01% 0 Timeline MCHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 490 shares; 2025Q1: 490 shares; 2025Q2: 490 shares; 2025Q3: 490 shares; 2025Q4: 490 shares; 2026Q1: 490 shares; 2026Q2: 490 shares; 2026Q3: 490 shares 490 $25.6K <0.01% 0 Timeline TCHP T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 497 shares; 2026Q1: 497 shares; 2026Q2: 497 shares; 2026Q3: 497 shares 497 $25.6K <0.01% 0 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,029 shares; 2025Q1: 1,029 shares; 2025Q2: 1,011 shares; 2025Q3: 1,011 shares; 2025Q4: 1,011 shares; 2026Q1: 1,011 shares; 2026Q2: 391 shares; 2026Q3: 391 shares 391 $25.1K <0.01% 0 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; 2024Q4: 118 shares; 2025Q1: 118 shares; 2025Q2: 115 shares; 2025Q3: 115 shares; 2025Q4: 132 shares; 2026Q1: 132 shares; 2026Q2: 90 shares; 2026Q3: 90 shares 90 $24.5K <0.01% 0 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 537 shares; 2025Q3: 537 shares; 2025Q4: 537 shares; 2026Q1: 585 shares; 2026Q2: 585 shares; 2026Q3: 585 shares 585 $23.9K <0.01% 0 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,156 shares; 2025Q1: 1,156 shares; 2025Q2: 1,156 shares; 2025Q3: 1,156 shares; 2025Q4: 1,256 shares; 2026Q1: 1,256 shares; 2026Q2: 1,256 shares; 2026Q3: 1,256 shares 1,256 $23.9K <0.01% 0 Timeline CZR CAESARS ENTERTAINMENT INC NE More: the full row for CAESARS ENTERTAINMENT INC NE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 800 shares; 2026Q1: 800 shares; 2026Q2: 800 shares; 2026Q3: 800 shares 800 $23.7K <0.01% 0 Timeline PFFD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,528 shares; 2025Q1: 2,896 shares; 2025Q2: 2,703 shares; 2025Q3: 1,524 shares; 2025Q4: 1,333 shares; 2026Q1: 1,333 shares; 2026Q2: 1,333 shares; 2026Q3: 1,333 shares 1,333 $23.5K <0.01% 0 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 29 shares; 2025Q1: 29 shares; 2025Q2: 12 shares; 2025Q3: 12 shares; 2025Q4: 12 shares; 2026Q1: 12 shares; 2026Q2: 120 shares; 2026Q3: 120 shares 120 $23.4K <0.01% 0 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; 2024Q4: 1,248 shares; 2025Q1: 1,335 shares; 2025Q2: 937 shares; 2025Q3: 697 shares; 2025Q4: 620 shares; 2026Q1: 160 shares; 2026Q2: 160 shares; 2026Q3: 160 shares 160 $23.2K <0.01% 0 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 75 shares; 2025Q1: 75 shares; 2025Q2: 75 shares; 2025Q3: 75 shares; 2025Q4: 150 shares; 2026Q1: 212 shares; 2026Q2: 378 shares; 2026Q3: 378 shares 378 $23.2K <0.01% 0 Timeline IVT INVENTRUST PPTYS CORP More: the full row for INVENTRUST PPTYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 754 shares; 2025Q1: 754 shares; 2025Q2: 754 shares; 2025Q3: 754 shares; 2025Q4: 754 shares; 2026Q1: 754 shares; 2026Q2: 754 shares; 2026Q3: 754 shares 754 $22.7K <0.01% 0 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 30 shares; 2025Q2: 30 shares; 2025Q3: 30 shares; 2025Q4: 30 shares; 2026Q1: 30 shares; 2026Q2: 30 shares; 2026Q3: 30 shares 30 $22.6K <0.01% 0 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 102 shares; 2025Q1: 102 shares; 2025Q2: 102 shares; 2025Q3: 102 shares; 2025Q4: 102 shares; 2026Q1: 102 shares; 2026Q2: 102 shares; 2026Q3: 102 shares 102 $22.3K <0.01% 0 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 209 shares; 2025Q1: 209 shares; 2025Q2: 209 shares; 2025Q3: 209 shares; 2025Q4: 209 shares; 2026Q1: 209 shares; 2026Q2: 209 shares; 2026Q3: 209 shares 209 $22.1K <0.01% 0 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 109 shares; 2025Q1: 109 shares; 2025Q2: 102 shares; 2025Q3: 102 shares; 2025Q4: 102 shares; 2026Q1: 102 shares; 2026Q2: 77 shares; 2026Q3: 77 shares 77 $22K <0.01% 0 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; 2024Q4: 8 shares; 2025Q1: 8 shares; 2025Q2: 8 shares; 2025Q3: 8 shares; 2025Q4: 113 shares; 2026Q1: 113 shares; 2026Q2: 113 shares; 2026Q3: 113 shares 113 $21.7K <0.01% 0 Timeline IONQ IONQ INC More: the full row for IONQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 488 shares 488 $21.4K <0.01% new Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 153 shares; 2026Q1: 153 shares; 2026Q2: 612 shares; 2026Q3: 612 shares 612 $20.4K <0.01% 0 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 752 shares; 2025Q1: 1,349 shares; 2025Q2: 1,227 shares; 2025Q3: 1,227 shares; 2025Q4: 934 shares; 2026Q1: 934 shares; 2026Q2: 934 shares; 2026Q3: 934 shares 934 $20.3K <0.01% 0 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 86 shares; 2025Q1: 120 shares; 2025Q2: 34 shares; 2025Q3: 34 shares; 2025Q4: 65 shares; 2026Q1: 65 shares; 2026Q2: 65 shares; 2026Q3: 65 shares 65 $20.3K <0.01% 0 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 91 shares; 2026Q1: 91 shares; 2026Q2: 91 shares; 2026Q3: 91 shares 91 $20.2K <0.01% 0 Timeline DIV GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,064 shares; 2025Q1: 1,064 shares; 2025Q2: 1,064 shares; 2025Q3: 1,064 shares; 2025Q4: 1,064 shares; 2026Q1: 1,064 shares; 2026Q2: 1,064 shares; 2026Q3: 1,064 shares 1,064 $20K <0.01% 0 Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 126 shares; 2026Q3: 126 shares 126 $19.5K <0.01% 0 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 30 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 150 shares; 2026Q1: 150 shares; 2026Q2: 150 shares; 2026Q3: 150 shares 150 $19.4K <0.01% 0 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 850 shares; 2025Q1: 850 shares; 2025Q2: 825 shares; 2025Q3: 825 shares; 2025Q4: 825 shares; 2026Q1: 825 shares; 2026Q2: 825 shares; 2026Q3: 825 shares 825 $19.4K <0.01% 0 Timeline DFEV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 454 shares; 2025Q1: 454 shares; 2025Q2: 454 shares; 2025Q3: 454 shares; 2025Q4: 454 shares; 2026Q1: 454 shares; 2026Q2: 454 shares; 2026Q3: 454 shares 454 $19.2K <0.01% 0 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 169 shares; 2025Q1: 171 shares; 2025Q2: 174 shares; 2025Q3: 176 shares; 2025Q4: 179 shares; 2026Q1: 389 shares; 2026Q2: 393 shares; 2026Q3: 209 shares 209 $19K <0.01% -184 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 21 shares; 2025Q1: 21 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 125 shares; 2026Q1: 125 shares; 2026Q2: 125 shares; 2026Q3: 125 shares 125 $18.6K <0.01% 0 Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 209 shares; 2025Q1: 209 shares; 2025Q2: 209 shares; 2025Q3: 209 shares; 2025Q4: 209 shares; 2026Q1: 209 shares; 2026Q2: 209 shares; 2026Q3: 209 shares 209 $18.5K <0.01% 0 Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 150 shares; 2026Q1: 150 shares; 2026Q2: 150 shares; 2026Q3: 150 shares 150 $18.2K <0.01% 0 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 160 shares; 2025Q1: 160 shares; 2025Q2: 160 shares; 2025Q3: 160 shares; 2025Q4: 160 shares; 2026Q1: 160 shares; 2026Q2: 160 shares; 2026Q3: 160 shares 160 $18.2K <0.01% 0 Timeline FDIS FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 345 shares; 2026Q2: 345 shares; 2026Q3: 190 shares 190 $18K <0.01% -155 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 239 shares; 2025Q3: 239 shares; 2025Q4: 239 shares; 2026Q1: 239 shares; 2026Q2: 239 shares; 2026Q3: 239 shares 239 $17.6K <0.01% 0 Timeline AVSC 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 249 shares; 2026Q3: 249 shares 249 $17.2K <0.01% 0 Timeline SMLF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 201 shares; 2025Q3: 201 shares; 2025Q4: 201 shares; 2026Q1: 201 shares; 2026Q2: 201 shares; 2026Q3: 201 shares 201 $16.8K <0.01% 0 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 94 shares; 2025Q1: 108 shares; 2025Q2: 84 shares; 2025Q3: 84 shares; 2025Q4: 60 shares; 2026Q1: 60 shares; 2026Q2: 60 shares; 2026Q3: 60 shares 60 $16.7K <0.01% 0 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 374 shares; 2025Q1: 374 shares; 2025Q2: 35 shares; 2025Q3: 35 shares; 2025Q4: 90 shares; 2026Q1: 90 shares; 2026Q2: 90 shares; 2026Q3: 90 shares 90 $16.6K <0.01% 0 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 578 shares; 2025Q2: 578 shares; 2025Q3: 578 shares; 2025Q4: 578 shares; 2026Q1: 578 shares; 2026Q2: 578 shares; 2026Q3: 578 shares 578 $16.1K <0.01% 0 Timeline TKR TIMKEN CO More: the full row for TIMKEN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 68 shares; 2025Q1: 136 shares; 2025Q2: 136 shares; 2025Q3: 136 shares; 2025Q4: 136 shares; 2026Q1: 136 shares; 2026Q2: 136 shares; 2026Q3: 136 shares 136 $15.9K <0.01% 0 Timeline QNDX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 631 shares 631 $15.8K <0.01% new Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 179 shares; 2025Q1: 179 shares; 2025Q2: 179 shares; 2025Q3: 179 shares; 2025Q4: 179 shares; 2026Q1: 179 shares; 2026Q2: 179 shares; 2026Q3: 179 shares 179 $15.7K <0.01% 0 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 172 shares; 2025Q1: 172 shares; 2025Q2: 172 shares; 2025Q3: 172 shares; 2025Q4: 172 shares; 2026Q1: 172 shares; 2026Q2: 91 shares; 2026Q3: 182 shares 182 $15.3K <0.01% +91 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,267 shares; 2025Q1: 2,267 shares; 2025Q2: 2,267 shares; 2025Q3: 2,267 shares; 2025Q4: 2,267 shares; 2026Q1: 1,267 shares; 2026Q2: 1,267 shares; 2026Q3: 1,267 shares 1,267 $15.3K <0.01% 0 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 105 shares; 2025Q2: 105 shares; 2025Q3: 105 shares; 2025Q4: 105 shares; 2026Q1: 105 shares; 2026Q2: 106 shares; 2026Q3: 106 shares 106 $15.1K <0.01% 0 Timeline USFD US FOODS HLDG CORP More: the full row for US FOODS HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 161 shares; 2026Q1: 161 shares; 2026Q2: 161 shares; 2026Q3: 161 shares 161 $14.8K <0.01% 0 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 112 shares; 2025Q1: 190 shares; 2025Q2: 78 shares; 2025Q3: 78 shares; 2025Q4: 78 shares; 2026Q1: 78 shares; 2026Q2: 78 shares; 2026Q3: 78 shares 78 $14.7K <0.01% 0 Timeline HOG HARLEY DAVIDSON INC More: the full row for HARLEY DAVIDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares; 2026Q1: 600 shares; 2026Q2: 600 shares; 2026Q3: 600 shares 600 $14.7K <0.01% 0 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,000 shares; 2025Q1: 1,000 shares; 2025Q2: 436 shares; 2025Q3: 436 shares; 2025Q4: 436 shares; 2026Q1: 436 shares; 2026Q2: 436 shares; 2026Q3: 436 shares 436 $14.5K <0.01% 0 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,159 shares; 2025Q1: 1,159 shares; 2025Q2: 1,147 shares; 2025Q3: 1,147 shares; 2025Q4: 451 shares; 2026Q1: 451 shares; 2026Q2: 406 shares; 2026Q3: 406 shares 406 $14.4K <0.01% 0 Timeline UI UBIQUITI INC More: the full row for UBIQUITI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 50 shares; 2025Q4: 75 shares; 2026Q1: 25 shares; 2026Q2: 25 shares; 2026Q3: 25 shares 25 $14.3K <0.01% 0 Timeline NUSA NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 197 shares; 2025Q1: 197 shares; 2025Q2: 197 shares; 2025Q3: 624 shares; 2025Q4: 624 shares; 2026Q1: 624 shares; 2026Q2: 624 shares; 2026Q3: 624 shares 624 $14.1K <0.01% 0 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,034 shares; 2025Q1: 96 shares; 2025Q2: 96 shares; 2025Q3: 96 shares; 2025Q4: 96 shares; 2026Q1: 96 shares; 2026Q2: 96 shares; 2026Q3: 96 shares 96 $14K <0.01% 0 Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 533 shares; 2025Q2: 533 shares; 2025Q3: 533 shares; 2025Q4: 533 shares; 2026Q1: 533 shares; 2026Q2: 533 shares; 2026Q3: 533 shares 533 $13.8K <0.01% 0 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 223 shares; 2025Q1: 223 shares; 2025Q2: 223 shares; 2025Q3: 223 shares; 2025Q4: 223 shares; 2026Q1: 223 shares; 2026Q2: 170 shares; 2026Q3: 170 shares 170 $13.8K <0.01% 0 Timeline CLF CLEVELAND-CLIFFS INC NEW More: the full row for CLEVELAND-CLIFFS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,250 shares; 2026Q1: 1,250 shares; 2026Q2: 1,250 shares; 2026Q3: 1,250 shares 1,250 $13.8K <0.01% 0 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 196 shares; 2025Q1: 196 shares; 2025Q2: 88 shares; 2025Q3: 88 shares; 2025Q4: 66 shares; 2026Q1: 66 shares; 2026Q2: 66 shares; 2026Q3: 66 shares 66 $13.7K <0.01% 0 Timeline SPHR SPHERE ENTERTAINMENT CO More: the full row for SPHERE ENTERTAINMENT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 100 shares; 2026Q2: 100 shares; 2026Q3: 100 shares 100 $13.4K <0.01% 0 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 86 shares; 2025Q1: 68 shares; 2025Q2: 62 shares; 2025Q3: 62 shares; 2025Q4: 62 shares; 2026Q1: 62 shares; 2026Q2: 31 shares; 2026Q3: 31 shares 31 $13.3K <0.01% 0 Timeline FNDE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 316 shares; 2025Q1: 316 shares; 2025Q2: 316 shares; 2025Q3: 316 shares; 2025Q4: 316 shares; 2026Q1: 316 shares; 2026Q2: 316 shares; 2026Q3: 316 shares 316 $13.2K <0.01% 0 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 265 shares; 2026Q3: 265 shares 265 $13.2K <0.01% 0 Timeline DFE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 176 shares; 2026Q1: 176 shares; 2026Q2: 176 shares; 2026Q3: 176 shares 176 $13.1K <0.01% 0 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 353 shares; 2025Q1: 202 shares; 2025Q2: 202 shares; 2025Q3: 202 shares; 2025Q4: 202 shares; 2026Q1: 202 shares; 2026Q2: 152 shares; 2026Q3: 152 shares 152 $13K <0.01% 0 Timeline SDG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 148 shares; 2025Q1: 148 shares; 2025Q2: 148 shares; 2025Q3: 148 shares; 2025Q4: 148 shares; 2026Q1: 148 shares; 2026Q2: 148 shares; 2026Q3: 148 shares 148 $12.9K <0.01% 0 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 153 shares; 2025Q1: 171 shares; 2025Q2: 171 shares; 2025Q3: 171 shares; 2025Q4: 153 shares; 2026Q1: 153 shares; 2026Q2: 153 shares; 2026Q3: 153 shares 153 $12.9K <0.01% 0 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 248 shares; 2025Q1: 248 shares; 2025Q2: 248 shares; 2025Q3: 248 shares; 2025Q4: 248 shares; 2026Q1: 248 shares; 2026Q2: 248 shares; 2026Q3: 248 shares 248 $12.9K <0.01% 0 Timeline BBUS J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 208 shares; 2025Q1: 208 shares; 2025Q2: 208 shares; 2025Q3: 166 shares; 2025Q4: 166 shares; 2026Q1: 166 shares; 2026Q2: 166 shares; 2026Q3: 93 shares 93 $12.8K <0.01% -73 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 413 shares; 2025Q2: 413 shares; 2025Q3: 413 shares; 2025Q4: 413 shares; 2026Q1: 413 shares; 2026Q2: 413 shares; 2026Q3: 413 shares 413 $12.8K <0.01% 0 Timeline AFK VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 462 shares; 2025Q4: 462 shares; 2026Q1: 462 shares; 2026Q2: 462 shares; 2026Q3: 462 shares 462 $12.7K <0.01% 0 Timeline PNQI INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 250 shares; 2026Q1: 250 shares; 2026Q2: 250 shares; 2026Q3: 250 shares 250 $12.7K <0.01% 0 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 118 shares; 2025Q1: 118 shares; 2025Q2: 118 shares; 2025Q3: 118 shares; 2025Q4: 118 shares; 2026Q1: 118 shares; 2026Q2: 118 shares; 2026Q3: 118 shares 118 $12.6K <0.01% 0 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 123 shares; 2026Q2: 123 shares; 2026Q3: 123 shares 123 $12.6K <0.01% 0 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 117 shares; 2025Q1: 117 shares; 2025Q2: 117 shares; 2025Q3: 117 shares; 2025Q4: 117 shares; 2026Q1: 117 shares; 2026Q2: 117 shares; 2026Q3: 117 shares 117 $12.2K <0.01% 0 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 124 shares; 2025Q1: 124 shares; 2025Q2: 124 shares; 2025Q3: 124 shares; 2025Q4: 124 shares; 2026Q1: 124 shares; 2026Q2: 124 shares; 2026Q3: 124 shares 124 $12.1K <0.01% 0 Timeline SUSL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 98 shares; 2025Q1: 98 shares; 2025Q2: 98 shares; 2025Q3: 98 shares; 2025Q4: 98 shares; 2026Q1: 98 shares; 2026Q2: 87 shares; 2026Q3: 87 shares 87 $11.9K <0.01% 0 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; 2024Q4: 115 shares; 2025Q1: 115 shares; 2025Q2: 115 shares; 2025Q3: 115 shares; 2025Q4: 115 shares; 2026Q1: 115 shares; 2026Q2: 115 shares; 2026Q3: 115 shares 115 $11.7K <0.01% 0 Timeline VOLT TEMA ETF TRUST More: the full row for TEMA ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 329 shares; 2026Q1: 329 shares; 2026Q2: 329 shares; 2026Q3: 329 shares 329 $11.7K <0.01% 0 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2 shares; 2025Q1: 13 shares; 2025Q2: 11 shares; 2025Q3: 11 shares; 2025Q4: 11 shares; 2026Q1: 11 shares; 2026Q2: 11 shares; 2026Q3: 11 shares 11 $11.6K <0.01% 0 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 153 shares; 2025Q1: 136 shares; 2025Q2: 127 shares; 2025Q3: 70 shares; 2025Q4: 70 shares; 2026Q1: 70 shares; 2026Q2: 62 shares; 2026Q3: 62 shares 62 $11.5K <0.01% 0 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 124 shares; 2026Q2: 124 shares; 2026Q3: 124 shares 124 $11.5K <0.01% 0 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 23 shares; 2025Q2: 23 shares; 2025Q3: 23 shares; 2025Q4: 23 shares; 2026Q1: 23 shares; 2026Q2: 23 shares; 2026Q3: 23 shares 23 $11.3K <0.01% 0 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12 shares; 2025Q1: 33 shares; 2025Q2: 33 shares; 2025Q3: 33 shares; 2025Q4: 24 shares; 2026Q1: 24 shares; 2026Q2: 24 shares; 2026Q3: 24 shares 24 $11.2K <0.01% 0 Timeline NCLH NORWEGIAN CRUISE LINE HLDGS More: the full row for NORWEGIAN CRUISE LINE HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 750 shares; 2026Q1: 750 shares; 2026Q2: 750 shares; 2026Q3: 750 shares 750 $11K <0.01% 0 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 20 shares; 2025Q2: 20 shares; 2025Q3: 20 shares; 2025Q4: 20 shares; 2026Q1: 20 shares; 2026Q2: 20 shares; 2026Q3: 20 shares 20 $10.9K <0.01% 0 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 68 shares; 2025Q1: 68 shares; 2025Q2: 68 shares; 2025Q3: 68 shares; 2025Q4: 68 shares; 2026Q1: 68 shares; 2026Q2: 68 shares; 2026Q3: 68 shares 68 $10.8K <0.01% 0 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; 2024Q4: 52 shares; 2025Q1: 52 shares; 2025Q2: 40 shares; 2025Q3: 40 shares; 2025Q4: 25 shares; 2026Q1: 25 shares; 2026Q2: 25 shares; 2026Q3: 25 shares 25 $10.7K <0.01% 0 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 52 shares; 2025Q1: 52 shares; 2025Q2: 52 shares; 2025Q3: 52 shares; 2025Q4: 52 shares; 2026Q1: 52 shares; 2026Q2: 27 shares; 2026Q3: 27 shares 27 $10.7K <0.01% 0 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 114 shares; 2025Q1: 114 shares; 2025Q2: 114 shares; 2025Q3: 114 shares; 2025Q4: 114 shares; 2026Q1: 114 shares; 2026Q2: 114 shares; 2026Q3: 114 shares 114 $10.5K <0.01% 0 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 145 shares; 2026Q1: 87 shares; 2026Q2: 82 shares; 2026Q3: 82 shares 82 $10.3K <0.01% 0 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 410 shares; 2025Q1: 410 shares; 2025Q2: 410 shares; 2025Q3: 410 shares; 2025Q4: 410 shares; 2026Q1: 320 shares; 2026Q2: 152 shares; 2026Q3: 152 shares 152 $10.1K <0.01% 0 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 95 shares; 2026Q1: 95 shares; 2026Q2: 297 shares; 2026Q3: 297 shares 297 $10.1K <0.01% 0 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 127 shares; 2025Q1: 127 shares; 2025Q2: 127 shares; 2025Q3: 127 shares; 2025Q4: 106 shares; 2026Q1: 106 shares; 2026Q2: 106 shares; 2026Q3: 106 shares 106 $9.91K <0.01% 0 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; 2024Q4: 395 shares; 2025Q1: 520 shares; 2025Q2: 290 shares; 2025Q3: 290 shares; 2025Q4: 179 shares; 2026Q1: 179 shares; 2026Q2: 179 shares; 2026Q3: 179 shares 179 $9.74K <0.01% 0 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 269 shares; 2025Q1: 300 shares; 2025Q2: 85 shares; 2025Q3: 85 shares; 2025Q4: 51 shares; 2026Q1: 51 shares; 2026Q2: 51 shares; 2026Q3: 51 shares 51 $9.73K <0.01% 0 Timeline DVYE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 469 shares; 2025Q1: 281 shares; 2025Q2: 281 shares; 2025Q3: 281 shares; 2025Q4: 281 shares; 2026Q1: 281 shares; 2026Q2: 281 shares; 2026Q3: 281 shares 281 $9.55K <0.01% 0 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 302 shares 302 $9.5K <0.01% new Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 80 shares; 2025Q2: 80 shares; 2025Q3: 80 shares; 2025Q4: 80 shares; 2026Q1: 80 shares; 2026Q2: 80 shares; 2026Q3: 80 shares 80 $9.29K <0.01% 0 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 26 shares; 2025Q1: 26 shares; 2025Q2: 26 shares; 2025Q3: 26 shares; 2025Q4: 26 shares; 2026Q1: 26 shares; 2026Q2: 26 shares; 2026Q3: 26 shares 26 $9.25K <0.01% 0 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 89 shares; 2025Q1: 89 shares; 2025Q2: 89 shares; 2025Q3: 89 shares; 2025Q4: 89 shares; 2026Q1: 89 shares; 2026Q2: 89 shares; 2026Q3: 89 shares 89 $9.17K <0.01% 0 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 33 shares; 2025Q1: 33 shares; 2025Q2: 33 shares; 2025Q3: 33 shares; 2025Q4: 33 shares; 2026Q1: 33 shares; 2026Q2: 33 shares; 2026Q3: 33 shares 33 $9.13K <0.01% 0 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 105 shares; 2025Q1: 105 shares; 2025Q2: 105 shares; 2025Q3: 105 shares; 2025Q4: 105 shares; 2026Q1: 105 shares; 2026Q2: 105 shares; 2026Q3: 105 shares 105 $8.94K <0.01% 0 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares; 2026Q3: 100 shares 100 $8.83K <0.01% 0 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12 shares; 2025Q1: 12 shares; 2025Q2: 12 shares; 2025Q3: 12 shares; 2025Q4: 24 shares; 2026Q1: 80 shares; 2026Q2: 80 shares; 2026Q3: 80 shares 80 $8.71K <0.01% 0 Timeline TEX TEREX CORP NEW More: the full row for TEREX CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 265 shares; 2025Q1: 265 shares; 2025Q2: 165 shares; 2025Q3: 165 shares; 2025Q4: 165 shares; 2026Q1: 165 shares; 2026Q2: 165 shares; 2026Q3: 165 shares 165 $8.68K <0.01% 0 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 76 shares; 2025Q2: 76 shares; 2025Q3: 76 shares; 2025Q4: 76 shares; 2026Q1: 76 shares; 2026Q2: 76 shares; 2026Q3: 76 shares 76 $8.5K <0.01% 0 Timeline IBHJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 326 shares; 2025Q1: 326 shares; 2025Q2: 326 shares; 2025Q3: 326 shares; 2025Q4: 326 shares; 2026Q1: 326 shares; 2026Q2: 326 shares; 2026Q3: 326 shares 326 $8.36K <0.01% 0 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 265 shares; 2025Q1: 265 shares; 2025Q2: 265 shares; 2025Q3: 265 shares; 2025Q4: 265 shares; 2026Q1: 265 shares; 2026Q2: 199 shares; 2026Q3: 199 shares 199 $8.29K <0.01% 0 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 98 shares; 2025Q2: 98 shares; 2025Q3: 98 shares; 2025Q4: 98 shares; 2026Q1: 98 shares; 2026Q2: 98 shares; 2026Q3: 98 shares 98 $8.12K <0.01% 0 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 38 shares; 2025Q1: 38 shares; 2025Q2: 12 shares; 2025Q3: 12 shares; 2025Q4: 12 shares; 2026Q1: 12 shares; 2026Q2: 12 shares; 2026Q3: 12 shares 12 $8.1K <0.01% 0 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 80 shares; 2026Q1: 80 shares; 2026Q2: 80 shares; 2026Q3: 80 shares 80 $8.1K <0.01% 0 Timeline IEX IDEX CORP More: the full row for IDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 35 shares; 2025Q1: 35 shares; 2025Q2: 35 shares; 2025Q3: 35 shares; 2025Q4: 35 shares; 2026Q1: 35 shares; 2026Q2: 35 shares; 2026Q3: 35 shares 35 $7.98K <0.01% 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 99 shares; 2025Q3: 99 shares; 2025Q4: 99 shares; 2026Q1: 99 shares; 2026Q2: 99 shares; 2026Q3: 158 shares 158 $7.96K <0.01% +59 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 22 shares; 2025Q2: 22 shares; 2025Q3: 22 shares; 2025Q4: 22 shares; 2026Q1: 22 shares; 2026Q2: 22 shares; 2026Q3: 22 shares 22 $7.81K <0.01% 0 Timeline OSIS OSI SYSTEMS INC More: the full row for OSI SYSTEMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 40 shares; 2025Q2: 40 shares; 2025Q3: 40 shares; 2025Q4: 40 shares; 2026Q1: 40 shares; 2026Q2: 40 shares; 2026Q3: 40 shares 40 $7.78K <0.01% 0 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 445 shares; 2025Q1: 445 shares; 2025Q2: 445 shares; 2025Q3: 445 shares; 2025Q4: 445 shares; 2026Q1: 445 shares; 2026Q2: 446 shares; 2026Q3: 98 shares 98 $7.62K <0.01% -348 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 121 shares; 2025Q1: 212 shares; 2025Q2: 212 shares; 2025Q3: 212 shares; 2025Q4: 91 shares; 2026Q1: 91 shares; 2026Q2: 91 shares; 2026Q3: 91 shares 91 $7.54K <0.01% 0 Timeline STRA STRATEGIC ED INC More: the full row for STRATEGIC ED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 96 shares; 2025Q1: 96 shares; 2025Q2: 96 shares; 2025Q3: 96 shares; 2025Q4: 96 shares; 2026Q1: 96 shares; 2026Q2: 96 shares; 2026Q3: 96 shares 96 $7.46K <0.01% 0 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 67 shares; 2026Q2: 67 shares; 2026Q3: 67 shares 67 $7.43K <0.01% 0 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 91 shares; 2025Q2: 149 shares; 2025Q3: 149 shares; 2025Q4: 206 shares; 2026Q1: 206 shares; 2026Q2: 206 shares; 2026Q3: 115 shares 115 $7.43K <0.01% -91 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5 shares; 2025Q1: 5 shares; 2025Q2: 5 shares; 2025Q3: 1 shares; 2025Q4: 201 shares; 2026Q1: 201 shares; 2026Q2: 201 shares; 2026Q3: 201 shares 201 $7.4K <0.01% 0 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 65 shares; 2025Q1: 65 shares; 2025Q2: 65 shares; 2025Q3: 65 shares; 2025Q4: 65 shares; 2026Q1: 65 shares; 2026Q2: 65 shares; 2026Q3: 65 shares 65 $7.33K <0.01% 0 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 25 shares; 2025Q1: 25 shares; 2025Q2: 25 shares; 2025Q3: 25 shares; 2025Q4: 15 shares; 2026Q1: 15 shares; 2026Q2: 15 shares; 2026Q3: 15 shares 15 $7.25K <0.01% 0 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 27 shares; 2025Q1: 27 shares; 2025Q2: 19 shares; 2025Q3: 19 shares; 2025Q4: 19 shares; 2026Q1: 19 shares; 2026Q2: 19 shares; 2026Q3: 19 shares 19 $7.25K <0.01% 0 Timeline TILT FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 26 shares; 2025Q1: 26 shares; 2025Q2: 26 shares; 2025Q3: 26 shares; 2025Q4: 26 shares; 2026Q1: 26 shares; 2026Q2: 26 shares; 2026Q3: 26 shares 26 $7.21K <0.01% 0 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 17,137 shares; 2025Q1: 7,637 shares; 2025Q2: 7,637 shares; 2025Q3: 7,637 shares; 2025Q4: 7,637 shares; 2026Q1: 237 shares; 2026Q2: 237 shares; 2026Q3: 237 shares 237 $7.15K <0.01% 0 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 20 shares; 2025Q1: 20 shares; 2025Q2: 20 shares; 2025Q3: 20 shares; 2025Q4: 20 shares; 2026Q1: 20 shares; 2026Q2: 20 shares; 2026Q3: 20 shares 20 $7.14K <0.01% 0 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 54 shares; 2026Q3: 54 shares 54 $7.01K <0.01% 0 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 21 shares; 2025Q1: 21 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7 shares; 2026Q1: 7 shares; 2026Q2: 7 shares; 2026Q3: 7 shares 7 $6.65K <0.01% 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; 2024Q4: 38 shares; 2025Q1: 38 shares; 2025Q2: 38 shares; 2025Q3: 38 shares; 2025Q4: 38 shares; 2026Q1: 38 shares; 2026Q2: 38 shares; 2026Q3: 38 shares 38 $6.54K <0.01% 0 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 20 shares; 2025Q1: 35 shares; 2025Q2: 21 shares; 2025Q3: 21 shares; 2025Q4: 21 shares; 2026Q1: 21 shares; 2026Q2: 21 shares; 2026Q3: 21 shares 21 $6.4K <0.01% 0 Timeline JOUT JOHNSON OUTDOORS INC More: the full row for JOHNSON OUTDOORS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 138 shares; 2025Q1: 139 shares; 2025Q2: 141 shares; 2025Q3: 142 shares; 2025Q4: 144 shares; 2026Q1: 145 shares; 2026Q2: 145 shares; 2026Q3: 146 shares 146 $6.39K <0.01% +1 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 44 shares; 2025Q1: 44 shares; 2025Q2: 44 shares; 2025Q3: 44 shares; 2025Q4: 44 shares; 2026Q1: 44 shares; 2026Q2: 24 shares; 2026Q3: 24 shares 24 $6.32K <0.01% 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; 2024Q4: 62 shares; 2025Q1: 85 shares; 2025Q2: 51 shares; 2025Q3: 51 shares; 2025Q4: 51 shares; 2026Q1: 51 shares; 2026Q2: 38 shares; 2026Q3: 38 shares 38 $6.22K <0.01% 0 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10 shares; 2025Q1: 10 shares; 2025Q2: 10 shares; 2025Q3: 10 shares; 2025Q4: 10 shares; 2026Q1: 10 shares; 2026Q2: 10 shares; 2026Q3: 10 shares 10 $6.09K <0.01% 0 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 96 shares 96 $5.91K <0.01% new Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 146 shares 146 $5.8K <0.01% new Timeline LIT GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 112 shares; 2025Q1: 130 shares; 2025Q2: 133 shares; 2025Q3: 133 shares; 2025Q4: 133 shares; 2026Q1: 78 shares; 2026Q2: 78 shares; 2026Q3: 83 shares 83 $5.68K <0.01% +5 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8 shares; 2025Q1: 8 shares; 2025Q2: 5 shares; 2025Q3: 5 shares; 2025Q4: 4 shares; 2026Q1: 4 shares; 2026Q2: 2 shares; 2026Q3: 2 shares 2 $5.66K <0.01% 0 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 79 shares; 2025Q1: 79 shares; 2025Q2: 79 shares; 2025Q3: 79 shares; 2025Q4: 60 shares; 2026Q1: 60 shares; 2026Q2: 60 shares; 2026Q3: 60 shares 60 $5.65K <0.01% 0 Timeline FDXF FEDEX FGHT HLDG CO INC More: the full row for FEDEX FGHT HLDG CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 50 shares; 2026Q3: 50 shares 50 $5.47K <0.01% 0 Timeline HRB BLOCK H & R INC More: the full row for BLOCK H & R INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 449 shares; 2025Q1: 523 shares; 2025Q2: 449 shares; 2025Q3: 358 shares; 2025Q4: 358 shares; 2026Q1: 358 shares; 2026Q2: 358 shares; 2026Q3: 133 shares 133 $5.43K <0.01% -225 Timeline HASI HA SUSTAINABLE INFRA CAP INC More: the full row for HA SUSTAINABLE INFRA CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 151 shares; 2025Q1: 151 shares; 2025Q2: 151 shares; 2025Q3: 151 shares; 2025Q4: 151 shares; 2026Q1: 151 shares; 2026Q2: 151 shares; 2026Q3: 151 shares 151 $5.41K <0.01% 0 Timeline ICLN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 313 shares; 2025Q1: 313 shares; 2025Q2: 313 shares; 2025Q3: 313 shares; 2025Q4: 313 shares; 2026Q1: 313 shares; 2026Q2: 313 shares; 2026Q3: 313 shares 313 $5.33K <0.01% 0 Timeline OC OWENS CORNING NEW More: the full row for OWENS CORNING NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 40 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 45 shares; 2026Q1: 45 shares; 2026Q2: 45 shares; 2026Q3: 45 shares 45 $5.25K <0.01% 0 Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 502 shares; 2025Q1: 502 shares; 2025Q2: 230 shares; 2025Q3: 230 shares; 2025Q4: 230 shares; 2026Q1: 230 shares; 2026Q2: 230 shares; 2026Q3: 230 shares 230 $5.07K <0.01% 0 Timeline DFAW DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 60 shares; 2026Q3: 60 shares 60 $4.94K <0.01% 0 Timeline IBHG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 225 shares; 2025Q1: 225 shares; 2025Q2: 225 shares; 2025Q3: 225 shares; 2025Q4: 225 shares; 2026Q1: 225 shares; 2026Q2: 225 shares; 2026Q3: 225 shares 225 $4.9K <0.01% 0 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 54 shares; 2026Q2: 58 shares; 2026Q3: 54 shares 54 $4.84K <0.01% -4 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 17 shares; 2025Q2: 17 shares; 2025Q3: 17 shares; 2025Q4: 17 shares; 2026Q1: 17 shares; 2026Q2: 17 shares; 2026Q3: 17 shares 17 $4.68K <0.01% 0 Timeline ISCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 76 shares; 2025Q1: 76 shares; 2025Q2: 76 shares; 2025Q3: 76 shares; 2025Q4: 76 shares; 2026Q1: 76 shares; 2026Q2: 76 shares; 2026Q3: 76 shares 76 $4.65K <0.01% 0 Timeline VOD VODAFONE GROUP PLC More: the full row for VODAFONE GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 135 shares; 2025Q1: 270 shares; 2025Q2: 270 shares; 2025Q3: 270 shares; 2025Q4: 270 shares; 2026Q1: 270 shares; 2026Q2: 270 shares; 2026Q3: 270 shares 270 $4.36K <0.01% 0 Timeline ORBX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 103 shares 103 $4.34K <0.01% new Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 74 shares; 2025Q1: 74 shares; 2025Q2: 74 shares; 2025Q3: 74 shares; 2025Q4: 74 shares; 2026Q1: 74 shares; 2026Q2: 74 shares; 2026Q3: 74 shares 74 $4.15K <0.01% 0 Timeline RWO 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; 2024Q4: 106 shares; 2025Q1: 106 shares; 2025Q2: 106 shares; 2025Q3: 106 shares; 2025Q4: 106 shares; 2026Q1: 106 shares; 2026Q2: 106 shares; 2026Q3: 87 shares 87 $4.04K <0.01% -19 Timeline SSYS STRATASYS LTD More: the full row for STRATASYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 463 shares; 2025Q1: 463 shares; 2025Q2: 463 shares; 2025Q3: 463 shares; 2025Q4: 463 shares; 2026Q1: 463 shares; 2026Q2: 463 shares; 2026Q3: 463 shares 463 $3.85K <0.01% 0 Timeline QGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 50 shares; 2026Q2: 50 shares; 2026Q3: 50 shares 50 $3.43K <0.01% 0 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 222 shares; 2025Q1: 148 shares; 2025Q2: 134 shares; 2025Q3: 136 shares; 2025Q4: 138 shares; 2026Q1: 141 shares; 2026Q2: 143 shares; 2026Q3: 146 shares 146 $3.31K <0.01% +3 Timeline