VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,341,358 shares; 2024Q4: 1,609,920 shares; 2025Q1: 1,855,083 shares; 2025Q2: 1,991,957 shares; 2025Q3: 2,181,395 shares; 2025Q4: 2,341,248 shares; 2026Q1: 2,557,181 shares; 2026Q2: 2,720,053 shares 2,720,053 $194M 15.21% +162,872 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 144,988 shares; 2024Q4: 157,466 shares; 2025Q1: 167,710 shares; 2025Q2: 185,017 shares; 2025Q3: 194,626 shares; 2025Q4: 198,665 shares; 2026Q1: 221,095 shares; 2026Q2: 1,409,521 shares 1,409,521 $121M 9.53% +1,188,426 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 278,924 shares; 2024Q4: 324,739 shares; 2025Q1: 353,054 shares; 2025Q2: 391,987 shares; 2025Q3: 426,081 shares; 2025Q4: 457,865 shares; 2026Q1: 512,049 shares; 2026Q2: 554,604 shares 554,604 $121M 9.48% +42,555 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 575,009 shares; 2024Q4: 660,596 shares; 2025Q1: 736,312 shares; 2025Q2: 805,610 shares; 2025Q3: 879,260 shares; 2025Q4: 957,427 shares; 2026Q1: 1,053,450 shares; 2026Q2: 1,124,283 shares 1,124,283 $67.1M 5.27% +70,833 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 82,128 shares; 2024Q4: 96,532 shares; 2025Q1: 109,308 shares; 2025Q2: 125,357 shares; 2025Q3: 137,444 shares; 2025Q4: 153,222 shares; 2026Q1: 165,053 shares; 2026Q2: 179,533 shares 179,533 $54.4M 4.27% +14,480 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 436,463 shares; 2024Q4: 509,841 shares; 2025Q1: 557,748 shares; 2025Q2: 609,721 shares; 2025Q3: 674,446 shares; 2025Q4: 780,698 shares; 2026Q1: 878,068 shares; 2026Q2: 981,214 shares 981,214 $47.5M 3.73% +103,146 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 277,649 shares; 2024Q4: 313,602 shares; 2025Q1: 342,804 shares; 2025Q2: 370,090 shares; 2025Q3: 409,927 shares; 2025Q4: 468,403 shares; 2026Q1: 517,528 shares; 2026Q2: 584,361 shares 584,361 $45.5M 3.57% +66,833 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,751 shares; 2024Q4: 55,592 shares; 2025Q1: 61,147 shares; 2025Q2: 52,550 shares; 2025Q3: 53,393 shares; 2025Q4: 93,891 shares; 2026Q1: 106,809 shares; 2026Q2: 109,284 shares 109,284 $40.4M 3.17% +2,475 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 68,915 shares; 2024Q4: 62,618 shares; 2025Q1: 66,674 shares; 2025Q2: 93,194 shares; 2025Q3: 87,981 shares; 2025Q4: 100,525 shares; 2026Q1: 111,416 shares; 2026Q2: 118,130 shares 118,130 $34.2M 2.68% +6,714 Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 343,913 shares; 2024Q4: 491,569 shares; 2025Q1: 572,271 shares; 2025Q2: 679,021 shares; 2025Q3: 838,335 shares; 2025Q4: 1,001,898 shares; 2026Q1: 1,244,819 shares; 2026Q2: 1,407,457 shares 1,407,457 $26.1M 2.05% +162,638 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 402,822 shares; 2024Q4: 550,023 shares; 2025Q1: 615,320 shares; 2025Q2: 721,036 shares; 2025Q3: 844,778 shares; 2025Q4: 963,241 shares; 2026Q1: 1,110,412 shares; 2026Q2: 1,260,419 shares 1,260,419 $25.7M 2.01% +150,007 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 413,578 shares; 2024Q4: 549,389 shares; 2025Q1: 609,319 shares; 2025Q2: 749,951 shares; 2025Q3: 859,144 shares; 2025Q4: 1,000,695 shares; 2026Q1: 1,188,847 shares; 2026Q2: 1,307,608 shares 1,307,608 $25.6M 2.01% +118,761 Timeline BSCU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 249,005 shares; 2024Q4: 428,208 shares; 2025Q1: 500,405 shares; 2025Q2: 614,529 shares; 2025Q3: 791,757 shares; 2025Q4: 951,611 shares; 2026Q1: 1,157,736 shares; 2026Q2: 1,398,237 shares 1,398,237 $23.3M 1.83% +240,501 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 454,102 shares; 2024Q4: 565,620 shares; 2025Q1: 616,308 shares; 2025Q2: 752,055 shares; 2025Q3: 823,365 shares; 2025Q4: 918,609 shares; 2026Q1: 1,051,975 shares; 2026Q2: 1,172,878 shares 1,172,878 $22.9M 1.8% +120,903 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 141,443 shares; 2024Q4: 162,706 shares; 2025Q1: 176,498 shares; 2025Q2: 189,189 shares; 2025Q3: 206,038 shares; 2025Q4: 233,197 shares; 2026Q1: 255,556 shares; 2026Q2: 280,084 shares 280,084 $21.5M 1.69% +24,528 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 203,531 shares; 2024Q4: 229,748 shares; 2025Q1: 258,422 shares; 2025Q2: 281,817 shares; 2025Q3: 309,551 shares; 2025Q4: 354,406 shares; 2026Q1: 387,238 shares; 2026Q2: 419,593 shares 419,593 $19.6M 1.54% +32,355 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 126,970 shares; 2024Q4: 150,573 shares; 2025Q1: 169,157 shares; 2025Q2: 185,096 shares; 2025Q3: 203,637 shares; 2025Q4: 235,891 shares; 2026Q1: 260,533 shares; 2026Q2: 284,943 shares 284,943 $19.6M 1.54% +24,410 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; 2024Q3: 202,824 shares; 2024Q4: 318,934 shares; 2025Q1: 381,287 shares; 2025Q2: 472,144 shares; 2025Q3: 623,103 shares; 2025Q4: 769,745 shares; 2026Q1: 974,950 shares; 2026Q2: 1,149,628 shares 1,149,628 $18.8M 1.48% +174,678 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,939 shares; 2024Q4: 5,031 shares; 2025Q1: 6,312 shares; 2025Q2: 7,300 shares; 2025Q3: 20,089 shares; 2025Q4: 19,055 shares; 2026Q1: 19,605 shares; 2026Q2: 27,367 shares 27,367 $18.8M 1.47% +7,762 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 199,530 shares; 2024Q4: 222,950 shares; 2025Q1: 292,659 shares; 2025Q2: 293,331 shares; 2025Q3: 297,875 shares; 2025Q4: 307,667 shares; 2026Q1: 311,945 shares; 2026Q2: 316,350 shares 316,350 $16M 1.26% +4,405 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; 2024Q3: 123,205 shares; 2024Q4: 185,404 shares; 2025Q1: 219,408 shares; 2025Q2: 258,143 shares; 2025Q3: 336,498 shares; 2025Q4: 418,701 shares; 2026Q1: 551,621 shares; 2026Q2: 696,425 shares 696,425 $14.3M 1.12% +144,804 Timeline BSCX INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 94,643 shares; 2024Q4: 147,940 shares; 2025Q1: 180,376 shares; 2025Q2: 200,560 shares; 2025Q3: 288,690 shares; 2025Q4: 351,203 shares; 2026Q1: 423,028 shares; 2026Q2: 519,107 shares 519,107 $10.9M 0.86% +96,079 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,866 shares; 2024Q4: 19,565 shares; 2025Q1: 20,082 shares; 2025Q2: 25,238 shares; 2025Q3: 25,737 shares; 2025Q4: 33,359 shares; 2026Q1: 38,238 shares; 2026Q2: 39,083 shares 39,083 $9.32M 0.73% +845 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,259 shares; 2024Q4: 9,645 shares; 2025Q1: 10,623 shares; 2025Q2: 18,953 shares; 2025Q3: 19,716 shares; 2025Q4: 22,139 shares; 2026Q1: 24,742 shares; 2026Q2: 24,485 shares 24,485 $9.13M 0.72% -257 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,016 shares; 2024Q4: 5,831 shares; 2025Q1: 7,508 shares; 2025Q2: 8,384 shares; 2025Q3: 10,863 shares; 2025Q4: 12,608 shares; 2026Q1: 12,734 shares; 2026Q2: 11,620 shares 11,620 $8.56M 0.67% -1,114 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,234 shares; 2024Q4: 11,484 shares; 2025Q1: 16,170 shares; 2025Q2: 23,953 shares; 2025Q3: 24,449 shares; 2025Q4: 26,029 shares; 2026Q1: 45,849 shares; 2026Q2: 42,313 shares 42,313 $8.47M 0.66% -3,536 Timeline BSCY INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,413 shares; 2024Q4: 62,438 shares; 2025Q1: 100,999 shares; 2025Q2: 120,236 shares; 2025Q3: 203,865 shares; 2025Q4: 260,494 shares; 2026Q1: 323,095 shares; 2026Q2: 404,980 shares 404,980 $8.37M 0.66% +81,885 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,179 shares; 2024Q4: 64,453 shares; 2025Q1: 57,259 shares; 2025Q2: 53,194 shares; 2025Q3: 53,257 shares; 2025Q4: 239,110 shares; 2026Q1: 242,521 shares; 2026Q2: 269,334 shares 269,334 $7.8M 0.61% +26,813 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,609 shares; 2024Q4: 40,609 shares; 2025Q1: 40,609 shares; 2025Q2: 104,951 shares; 2025Q3: 104,951 shares; 2025Q4: 104,312 shares; 2026Q1: 118,729 shares; 2026Q2: 139,264 shares 139,264 $6.18M 0.48% +20,535 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,869 shares; 2024Q4: 18,875 shares; 2025Q1: 18,879 shares; 2025Q2: 30,857 shares; 2025Q3: 53,604 shares; 2025Q4: 53,607 shares; 2026Q1: 53,612 shares; 2026Q2: 58,614 shares 58,614 $4.8M 0.38% +5,002 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,874 shares; 2024Q4: 5,407 shares; 2025Q1: 8,029 shares; 2025Q2: 8,258 shares; 2025Q3: 8,980 shares; 2025Q4: 11,926 shares; 2026Q1: 13,992 shares; 2026Q2: 13,460 shares 13,460 $4.76M 0.37% -532 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,808 shares; 2024Q4: 58,474 shares; 2025Q1: 51,260 shares; 2025Q2: 51,459 shares; 2025Q3: 51,396 shares; 2025Q4: 51,984 shares; 2026Q1: 52,442 shares; 2026Q2: 54,060 shares 54,060 $4.53M 0.36% +1,618 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; 2024Q3: 1,926 shares; 2024Q4: 1,924 shares; 2025Q1: 2,164 shares; 2025Q2: 2,899 shares; 2025Q3: 2,899 shares; 2025Q4: 2,916 shares; 2026Q1: 1,797 shares; 2026Q2: 11,165 shares 11,165 $4.43M 0.35% +9,368 Timeline BSCZ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 49,508 shares; 2025Q4: 101,610 shares; 2026Q1: 138,342 shares; 2026Q2: 211,938 shares 211,938 $4.34M 0.34% +73,596 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,924 shares; 2024Q4: 6,096 shares; 2025Q1: 7,349 shares; 2025Q2: 9,855 shares; 2025Q3: 10,335 shares; 2025Q4: 12,141 shares; 2026Q1: 12,643 shares; 2026Q2: 11,975 shares 11,975 $4.28M 0.34% -668 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,251 shares; 2024Q4: 1,763 shares; 2025Q1: 2,540 shares; 2025Q2: 7,687 shares; 2025Q3: 7,932 shares; 2025Q4: 10,307 shares; 2026Q1: 11,372 shares; 2026Q2: 12,407 shares 12,407 $4.06M 0.32% +1,035 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,691 shares; 2024Q4: 1,869 shares; 2025Q1: 3,460 shares; 2025Q2: 3,060 shares; 2025Q3: 3,693 shares; 2025Q4: 6,142 shares; 2026Q1: 7,588 shares; 2026Q2: 7,022 shares 7,022 $3.96M 0.31% -566 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,621 shares; 2024Q4: 30,790 shares; 2025Q1: 16,341 shares; 2025Q2: 19,988 shares; 2025Q3: 20,273 shares; 2025Q4: 27,646 shares; 2026Q1: 38,480 shares; 2026Q2: 43,172 shares 43,172 $3.69M 0.29% +4,692 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,942 shares; 2024Q4: 11,902 shares; 2025Q1: 12,447 shares; 2025Q2: 12,285 shares; 2025Q3: 12,371 shares; 2025Q4: 10,368 shares; 2026Q1: 10,675 shares; 2026Q2: 10,563 shares 10,563 $3.62M 0.28% -112 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,703 shares; 2024Q4: 18,234 shares; 2025Q1: 18,234 shares; 2025Q2: 26,431 shares; 2025Q3: 26,431 shares; 2025Q4: 54,841 shares; 2026Q1: 58,170 shares; 2026Q2: 61,519 shares 61,519 $3.38M 0.27% +3,349 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,848 shares; 2024Q4: 5,549 shares; 2025Q1: 5,859 shares; 2025Q2: 8,884 shares; 2025Q3: 10,749 shares; 2025Q4: 11,032 shares; 2026Q1: 12,439 shares; 2026Q2: 13,201 shares 13,201 $3.35M 0.26% +762 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 3 shares; 2025Q4: 3 shares; 2026Q1: 4 shares; 2026Q2: 4 shares 4 $3M 0.24% 0 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,374 shares; 2024Q4: 3,405 shares; 2025Q1: 2,749 shares; 2025Q2: 5,840 shares; 2025Q3: 6,046 shares; 2025Q4: 5,645 shares; 2026Q1: 8,825 shares; 2026Q2: 7,085 shares 7,085 $2.98M 0.23% -1,740 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,137 shares; 2024Q4: 20,478 shares; 2025Q1: 22,552 shares; 2025Q2: 20,538 shares; 2025Q3: 25,598 shares; 2025Q4: 43,310 shares; 2026Q1: 54,742 shares; 2026Q2: 54,701 shares 54,701 $2.95M 0.23% -41 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,749 shares; 2024Q4: 3,486 shares; 2025Q1: 4,365 shares; 2025Q2: 4,465 shares; 2025Q3: 4,462 shares; 2025Q4: 3,920 shares; 2026Q1: 3,893 shares; 2026Q2: 3,945 shares 3,945 $2.95M 0.23% +52 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,392 shares; 2024Q4: 4,887 shares; 2025Q1: 5,028 shares; 2025Q2: 4,959 shares; 2025Q3: 5,113 shares; 2025Q4: 5,120 shares; 2026Q1: 5,652 shares; 2026Q2: 5,622 shares 5,622 $2.89M 0.23% -30 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 598 shares; 2024Q4: 1,376 shares; 2025Q1: 1,566 shares; 2025Q2: 3,848 shares; 2025Q3: 4,018 shares; 2025Q4: 3,932 shares; 2026Q1: 5,456 shares; 2026Q2: 5,523 shares 5,523 $2.76M 0.22% +67 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,023 shares; 2025Q3: 4,023 shares; 2025Q4: 4,011 shares; 2026Q1: 4,043 shares; 2026Q2: 4,075 shares 4,075 $2.58M 0.2% +32 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,801 shares; 2024Q4: 1,617 shares; 2025Q1: 2,439 shares; 2025Q2: 7,555 shares; 2025Q3: 7,596 shares; 2025Q4: 8,163 shares; 2026Q1: 8,090 shares; 2026Q2: 7,283 shares 7,283 $2.57M 0.2% -807 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,412 shares; 2024Q4: 22,670 shares; 2025Q1: 20,566 shares; 2025Q2: 20,582 shares; 2025Q3: 27,834 shares; 2025Q4: 27,866 shares; 2026Q1: 13,184 shares; 2026Q2: 15,136 shares 15,136 $2.49M 0.2% +1,952 Timeline BSMU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,507 shares; 2024Q4: 41,708 shares; 2025Q1: 42,003 shares; 2025Q2: 45,804 shares; 2025Q3: 63,891 shares; 2025Q4: 64,455 shares; 2026Q1: 89,281 shares; 2026Q2: 112,774 shares 112,774 $2.47M 0.19% +23,493 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,036 shares; 2026Q1: 3,059 shares; 2026Q2: 3,218 shares 3,218 $2.33M 0.18% +159 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,288 shares; 2024Q4: 13,344 shares; 2025Q1: 13,353 shares; 2025Q2: 20,635 shares; 2025Q3: 20,648 shares; 2025Q4: 30,054 shares; 2026Q1: 32,541 shares; 2026Q2: 32,551 shares 32,551 $2.28M 0.18% +10 Timeline BSMW INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,239 shares; 2024Q4: 24,757 shares; 2025Q1: 33,664 shares; 2025Q2: 30,333 shares; 2025Q3: 45,515 shares; 2025Q4: 47,192 shares; 2026Q1: 69,307 shares; 2026Q2: 88,780 shares 88,780 $2.23M 0.18% +19,473 Timeline BSMV INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,202 shares; 2024Q4: 44,337 shares; 2025Q1: 44,530 shares; 2025Q2: 48,434 shares; 2025Q3: 66,481 shares; 2025Q4: 67,587 shares; 2026Q1: 93,089 shares; 2026Q2: 106,337 shares 106,337 $2.23M 0.18% +13,248 Timeline BSMT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,743 shares; 2024Q4: 35,049 shares; 2025Q1: 35,294 shares; 2025Q2: 38,190 shares; 2025Q3: 55,851 shares; 2025Q4: 74,852 shares; 2026Q1: 98,737 shares; 2026Q2: 96,171 shares 96,171 $2.21M 0.17% -2,566 Timeline BSMS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,019 shares; 2024Q4: 32,147 shares; 2025Q1: 32,276 shares; 2025Q2: 37,989 shares; 2025Q3: 55,609 shares; 2025Q4: 64,723 shares; 2026Q1: 80,083 shares; 2026Q2: 92,975 shares 92,975 $2.18M 0.17% +12,892 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,647 shares; 2025Q2: 14,647 shares; 2025Q3: 13,827 shares; 2025Q4: 14,062 shares; 2026Q1: 14,350 shares; 2026Q2: 27,120 shares 27,120 $2.15M 0.17% +12,770 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,619 shares; 2024Q4: 69,442 shares; 2025Q1: 69,412 shares; 2025Q2: 88,017 shares; 2025Q3: 82,481 shares; 2025Q4: 61,603 shares; 2026Q1: 62,122 shares; 2026Q2: 69,339 shares 69,339 $1.92M 0.15% +7,217 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,105 shares; 2024Q4: 1,595 shares; 2025Q1: 2,131 shares; 2025Q2: 1,846 shares; 2025Q3: 2,000 shares; 2025Q4: 2,648 shares; 2026Q1: 4,830 shares; 2026Q2: 4,990 shares 4,990 $1.89M 0.15% +160 Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,698 shares; 2024Q4: 24,628 shares; 2025Q1: 26,098 shares; 2025Q2: 23,423 shares; 2025Q3: 21,113 shares; 2025Q4: 21,132 shares; 2026Q1: 27,617 shares; 2026Q2: 31,230 shares 31,230 $1.8M 0.14% +3,613 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,861 shares; 2024Q4: 7,861 shares; 2025Q1: 7,408 shares; 2025Q2: 6,624 shares; 2025Q3: 6,299 shares; 2025Q4: 6,299 shares; 2026Q1: 5,683 shares; 2026Q2: 4,722 shares 4,722 $1.77M 0.14% -961 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; 2024Q3: not reported; 2024Q4: 3,331 shares; 2025Q1: 14,535 shares; 2025Q2: 11,096 shares; 2025Q3: 11,980 shares; 2025Q4: 11,971 shares; 2026Q1: 19,134 shares; 2026Q2: 16,968 shares 16,968 $1.75M 0.14% -2,166 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,227 shares; 2025Q3: 5,520 shares; 2025Q4: 5,521 shares; 2026Q1: 5,530 shares; 2026Q2: 5,556 shares 5,556 $1.75M 0.14% +26 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,559 shares; 2024Q4: 6,090 shares; 2025Q1: 16,725 shares; 2025Q2: 15,813 shares; 2025Q3: 15,106 shares; 2025Q4: 14,717 shares; 2026Q1: 14,717 shares; 2026Q2: 13,395 shares 13,395 $1.67M 0.13% -1,322 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 718 shares; 2024Q4: 618 shares; 2025Q1: 1,794 shares; 2025Q2: 2,030 shares; 2025Q3: 1,863 shares; 2025Q4: 851 shares; 2026Q1: 1,037 shares; 2026Q2: 2,087 shares 2,087 $1.56M 0.12% +1,050 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 811 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,398 shares; 2025Q4: 1,418 shares; 2026Q1: 1,414 shares; 2026Q2: 1,452 shares 1,452 $1.55M 0.12% +38 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,040 shares; 2024Q4: 25,041 shares; 2025Q1: 11,533 shares; 2025Q2: 17,537 shares; 2025Q3: 8,640 shares; 2025Q4: 10,249 shares; 2026Q1: 14,605 shares; 2026Q2: 20,883 shares 20,883 $1.53M 0.12% +6,278 Timeline BSMR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,335 shares; 2024Q4: 22,458 shares; 2025Q1: 22,587 shares; 2025Q2: 29,061 shares; 2025Q3: 45,591 shares; 2025Q4: 46,892 shares; 2026Q1: 47,081 shares; 2026Q2: 61,999 shares 61,999 $1.47M 0.12% +14,918 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 38,558 shares; 2025Q2: 40,644 shares; 2025Q3: 39,563 shares; 2025Q4: 39,563 shares; 2026Q1: 39,563 shares; 2026Q2: 33,803 shares 33,803 $1.44M 0.11% -5,760 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,022 shares; 2024Q4: 19,188 shares; 2025Q1: 18,293 shares; 2025Q2: 18,293 shares; 2025Q3: 18,293 shares; 2025Q4: 18,293 shares; 2026Q1: 15,022 shares; 2026Q2: 15,022 shares 15,022 $1.43M 0.11% 0 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 10,758 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 14,470 shares 14,470 $1.43M 0.11% new 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 809 shares; 2025Q3: 980 shares; 2025Q4: 1,054 shares; 2026Q1: 1,054 shares; 2026Q2: 2,169 shares 2,169 $1.42M 0.11% +1,115 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,789 shares; 2024Q4: 12,758 shares; 2025Q1: 12,764 shares; 2025Q2: 12,770 shares; 2025Q3: 12,777 shares; 2025Q4: 17,022 shares; 2026Q1: 17,027 shares; 2026Q2: 17,034 shares 17,034 $1.4M 0.11% +7 Timeline BSSX INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,751 shares; 2025Q4: 36,615 shares; 2026Q1: 36,865 shares; 2026Q2: 51,238 shares 51,238 $1.32M 0.1% +14,373 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,061 shares; 2025Q1: 1,191 shares; 2025Q2: 2,528 shares; 2025Q3: 1,715 shares; 2025Q4: 1,349 shares; 2026Q1: 3,756 shares; 2026Q2: 5,386 shares 5,386 $1.31M 0.1% +1,630 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,346 shares; 2025Q2: 5,135 shares; 2025Q3: 5,921 shares; 2025Q4: 6,349 shares; 2026Q1: 6,432 shares; 2026Q2: 9,448 shares 9,448 $1.29M 0.1% +3,016 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,016 shares; 2025Q3: 3,016 shares; 2025Q4: 2,586 shares; 2026Q1: 2,593 shares; 2026Q2: 2,623 shares 2,623 $1.29M 0.1% +30 Timeline IYY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,540 shares; 2025Q4: 3,540 shares; 2026Q1: 3,540 shares; 2026Q2: 6,900 shares 6,900 $1.26M 0.1% +3,360 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,405 shares 3,405 $1.25M 0.1% new 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; 2024Q3: 13,109 shares; 2024Q4: 13,217 shares; 2025Q1: 13,257 shares; 2025Q2: 26,101 shares; 2025Q3: 26,156 shares; 2025Q4: 26,251 shares; 2026Q1: 31,571 shares; 2026Q2: 33,092 shares 33,092 $1.23M 0.1% +1,521 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,578 shares; 2025Q4: 3,358 shares; 2026Q1: 3,358 shares; 2026Q2: 11,831 shares 11,831 $1.22M 0.1% +8,473 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 895 shares; 2025Q2: 1,007 shares; 2025Q3: 1,489 shares; 2025Q4: 1,007 shares; 2026Q1: 2,257 shares; 2026Q2: 9,681 shares 9,681 $1.2M 0.09% +7,424 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 536 shares; 2026Q2: 523 shares 523 $1.19M 0.09% -13 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,615 shares; 2024Q4: 16,457 shares; 2025Q1: 5,699 shares; 2025Q2: 14,022 shares; 2025Q3: 11,339 shares; 2025Q4: 13,587 shares; 2026Q1: 11,430 shares; 2026Q2: 12,240 shares 12,240 $1.18M 0.09% +810 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,535 shares; 2024Q4: 31,535 shares; 2025Q1: 31,535 shares; 2025Q2: 35,693 shares; 2025Q3: 35,693 shares; 2025Q4: 31,138 shares; 2026Q1: 31,138 shares; 2026Q2: 31,138 shares 31,138 $1.15M 0.09% 0 Timeline BSMY INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,009 shares; 2025Q4: 33,711 shares; 2026Q1: 35,626 shares; 2026Q2: 46,519 shares 46,519 $1.15M 0.09% +10,893 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,985 shares; 2025Q3: 3,542 shares; 2025Q4: 3,566 shares; 2026Q1: 3,780 shares; 2026Q2: 4,075 shares 4,075 $1.15M 0.09% +295 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 931 shares; 2024Q4: 872 shares; 2025Q1: 787 shares; 2025Q2: 764 shares; 2025Q3: 788 shares; 2025Q4: 7,937 shares; 2026Q1: 15,292 shares; 2026Q2: 15,993 shares 15,993 $1.14M 0.09% +701 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 726 shares; 2026Q2: 977 shares 977 $1.13M 0.09% +251 Timeline VFMF VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,144 shares; 2024Q4: 6,150 shares; 2025Q1: 6,216 shares; 2025Q2: 6,222 shares; 2025Q3: 6,298 shares; 2025Q4: 6,338 shares; 2026Q1: 6,344 shares; 2026Q2: 6,350 shares 6,350 $1.12M 0.09% +6 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,873 shares; 2025Q1: 2,333 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,495 shares; 2026Q1: 4,821 shares; 2026Q2: 4,955 shares 4,955 $1.09M 0.09% +134 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,222 shares; 2024Q4: 1,327 shares; 2025Q1: 1,118 shares; 2025Q2: 1,681 shares; 2025Q3: 3,752 shares; 2025Q4: 3,450 shares; 2026Q1: 3,345 shares; 2026Q2: 3,520 shares 3,520 $1.06M 0.08% +175 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,017 shares; 2024Q4: 2,021 shares; 2025Q1: 2,027 shares; 2025Q2: 1,884 shares; 2025Q3: 2,081 shares; 2025Q4: 1,347 shares; 2026Q1: 2,572 shares; 2026Q2: 12,778 shares 12,778 $1.03M 0.08% +10,206 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,901 shares; 2024Q4: 3,118 shares; 2025Q1: 3,480 shares; 2025Q2: 3,987 shares; 2025Q3: 5,931 shares; 2025Q4: 6,102 shares; 2026Q1: 8,649 shares; 2026Q2: 9,021 shares 9,021 $1.02M 0.08% +372 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 973 shares; 2025Q3: 1,113 shares; 2025Q4: 1,879 shares; 2026Q1: 2,019 shares; 2026Q2: 2,096 shares 2,096 $1M 0.08% +77 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,594 shares; 2025Q3: 9,425 shares; 2025Q4: 10,361 shares; 2026Q1: 10,361 shares; 2026Q2: 33,783 shares 33,783 $994K 0.08% +23,422 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,709 shares; 2024Q4: 1,588 shares; 2025Q1: 2,329 shares; 2025Q2: 2,040 shares; 2025Q3: 2,807 shares; 2025Q4: 2,592 shares; 2026Q1: 3,108 shares; 2026Q2: 2,635 shares 2,635 $971K 0.08% -473 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,799 shares; 2025Q2: 10,799 shares; 2025Q3: 10,799 shares; 2025Q4: 10,799 shares; 2026Q1: 10,799 shares; 2026Q2: 10,799 shares 10,799 $947K 0.07% 0 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,739 shares; 2025Q2: 3,406 shares; 2025Q3: 3,375 shares; 2025Q4: 3,429 shares; 2026Q1: 3,500 shares; 2026Q2: 3,737 shares 3,737 $940K 0.07% +237 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,381 shares; 2024Q4: 3,509 shares; 2025Q1: 4,665 shares; 2025Q2: 4,215 shares; 2025Q3: 4,215 shares; 2025Q4: 2,814 shares; 2026Q1: 3,412 shares; 2026Q2: 3,950 shares 3,950 $935K 0.07% +538 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,932 shares; 2025Q3: 9,932 shares; 2025Q4: 16,286 shares; 2026Q1: 23,943 shares; 2026Q2: 23,967 shares 23,967 $930K 0.07% +24 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 446 shares; 2024Q4: 388 shares; 2025Q1: 395 shares; 2025Q2: 424 shares; 2025Q3: 455 shares; 2025Q4: 792 shares; 2026Q1: 966 shares; 2026Q2: 987 shares 987 $923K 0.07% +21 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,072 shares; 2024Q4: 1,685 shares; 2025Q1: 2,028 shares; 2025Q2: 5,511 shares; 2025Q3: 6,280 shares; 2025Q4: 6,516 shares; 2026Q1: 6,660 shares; 2026Q2: 6,223 shares 6,223 $913K 0.07% -437 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 651 shares; 2024Q4: 456 shares; 2025Q1: 616 shares; 2025Q2: 662 shares; 2025Q3: 738 shares; 2025Q4: 745 shares; 2026Q1: 790 shares; 2026Q2: 756 shares 756 $907K 0.07% -34 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,057 shares; 2025Q1: 1,057 shares; 2025Q2: 1,275 shares; 2025Q3: 1,275 shares; 2025Q4: 4,542 shares; 2026Q1: 5,052 shares; 2026Q2: 4,706 shares 4,706 $897K 0.07% -346 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,787 shares; 2024Q4: 3,617 shares; 2025Q1: 5,226 shares; 2025Q2: 4,362 shares; 2025Q3: 4,273 shares; 2025Q4: 4,974 shares; 2026Q1: 7,050 shares; 2026Q2: 7,580 shares 7,580 $890K 0.07% +530 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,060 shares; 2024Q4: 4,381 shares; 2025Q1: 5,430 shares; 2025Q2: 4,672 shares; 2025Q3: 3,309 shares; 2025Q4: 8,202 shares; 2026Q1: 4,309 shares; 2026Q2: 9,231 shares 9,231 $890K 0.07% +4,922 Timeline BSMQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,178 shares; 2024Q4: 21,299 shares; 2025Q1: 21,417 shares; 2025Q2: 27,830 shares; 2025Q3: 36,900 shares; 2025Q4: 24,175 shares; 2026Q1: 24,238 shares; 2026Q2: 37,669 shares 37,669 $887K 0.07% +13,431 Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,975 shares; 2024Q4: 4,975 shares; 2025Q1: 4,926 shares; 2025Q2: 4,926 shares; 2025Q3: 4,926 shares; 2025Q4: 7,313 shares; 2026Q1: 8,668 shares; 2026Q2: 10,693 shares 10,693 $880K 0.07% +2,025 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 9,056 shares; 2025Q1: 22,437 shares; 2025Q2: 22,437 shares; 2025Q3: 21,288 shares; 2025Q4: 17,382 shares; 2026Q1: 17,382 shares; 2026Q2: 17,382 shares 17,382 $876K 0.07% 0 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,200 shares; 2024Q4: 11,200 shares; 2025Q1: 11,200 shares; 2025Q2: 11,200 shares; 2025Q3: 11,200 shares; 2025Q4: 11,200 shares; 2026Q1: 11,299 shares; 2026Q2: 11,375 shares 11,375 $852K 0.07% +76 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,761 shares; 2025Q3: 23,388 shares; 2025Q4: 23,388 shares; 2026Q1: 24,777 shares; 2026Q2: 26,851 shares 26,851 $835K 0.07% +2,074 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,732 shares; 2026Q2: 4,789 shares 4,789 $814K 0.06% +57 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,735 shares; 2024Q4: 2,424 shares; 2025Q1: 4,578 shares; 2025Q2: 3,596 shares; 2025Q3: 5,448 shares; 2025Q4: 4,461 shares; 2026Q1: 4,918 shares; 2026Q2: 5,351 shares 5,351 $794K 0.06% +433 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,393 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,630 shares; 2025Q4: 1,113 shares; 2026Q1: 1,402 shares; 2026Q2: 1,360 shares 1,360 $790K 0.06% -42 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,922 shares; 2025Q3: 5,422 shares; 2025Q4: 5,422 shares; 2026Q1: 5,450 shares; 2026Q2: 5,458 shares 5,458 $781K 0.06% +8 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,195 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,751 shares; 2025Q3: 4,804 shares; 2025Q4: 4,459 shares; 2026Q1: 5,810 shares; 2026Q2: 5,931 shares 5,931 $762K 0.06% +121 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,118 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,503 shares; 2026Q2: 2,127 shares 2,127 $729K 0.06% +624 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,135 shares; 2026Q2: 14,135 shares 14,135 $716K 0.06% 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; 2024Q3: 739 shares; 2024Q4: not reported; 2025Q1: 1,119 shares; 2025Q2: 2,202 shares; 2025Q3: 2,132 shares; 2025Q4: 2,394 shares; 2026Q1: 2,354 shares; 2026Q2: 2,581 shares 2,581 $698K 0.05% +227 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,992 shares; 2024Q4: 8,647 shares; 2025Q1: 8,126 shares; 2025Q2: 10,896 shares; 2025Q3: 11,345 shares; 2025Q4: 12,835 shares; 2026Q1: 12,260 shares; 2026Q2: 8,398 shares 8,398 $696K 0.05% -3,862 Timeline PTLC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,633 shares; 2026Q2: 11,633 shares 11,633 $678K 0.05% 0 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 26,599 shares; 2025Q2: 26,599 shares; 2025Q3: 26,599 shares; 2025Q4: 26,599 shares; 2026Q1: 26,599 shares; 2026Q2: 26,599 shares 26,599 $677K 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,032 shares; 2025Q2: 6,032 shares; 2025Q3: 5,523 shares; 2025Q4: 5,523 shares; 2026Q1: 7,048 shares; 2026Q2: 7,051 shares 7,051 $674K 0.05% +3 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,473 shares; 2026Q2: 19,495 shares 19,495 $665K 0.05% +2,022 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 334 shares; 2025Q1: not reported; 2025Q2: 334 shares; 2025Q3: 334 shares; 2025Q4: 399 shares; 2026Q1: 499 shares; 2026Q2: 5,513 shares 5,513 $659K 0.05% +5,014 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,987 shares; 2025Q3: 9,334 shares; 2025Q4: 9,187 shares; 2026Q1: 8,219 shares; 2026Q2: 18,221 shares 18,221 $658K 0.05% +10,002 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,653 shares; 2024Q4: 2,653 shares; 2025Q1: 2,654 shares; 2025Q2: 2,654 shares; 2025Q3: 2,654 shares; 2025Q4: 2,685 shares; 2026Q1: 5,169 shares; 2026Q2: 5,524 shares 5,524 $657K 0.05% +355 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,502 shares; 2025Q4: 5,955 shares; 2026Q1: 5,955 shares; 2026Q2: 6,265 shares 6,265 $651K 0.05% +310 Timeline ROE EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 29,474 shares; 2025Q2: 29,474 shares; 2025Q3: 23,942 shares; 2025Q4: 15,225 shares; 2026Q1: 15,225 shares; 2026Q2: 15,225 shares 15,225 $649K 0.05% 0 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,522 shares; 2026Q2: 2,530 shares 2,530 $647K 0.05% +8 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,973 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,622 shares 2,622 $646K 0.05% new Timeline GAP GAP INC More: the full row for GAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,471 shares; 2024Q4: 11,326 shares; 2025Q1: 11,499 shares; 2025Q2: 11,326 shares; 2025Q3: 34,529 shares; 2025Q4: 34,529 shares; 2026Q1: 34,529 shares; 2026Q2: 34,529 shares 34,529 $645K 0.05% 0 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,021 shares; 2025Q3: 7,021 shares; 2025Q4: 6,992 shares; 2026Q1: 7,040 shares; 2026Q2: 6,992 shares 6,992 $641K 0.05% -48 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,807 shares; 2026Q2: 7,807 shares 7,807 $633K 0.05% 0 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,552 shares; 2024Q4: 1,552 shares; 2025Q1: 1,552 shares; 2025Q2: 2,222 shares; 2025Q3: 1,935 shares; 2025Q4: 9,382 shares; 2026Q1: 3,118 shares; 2026Q2: 3,197 shares 3,197 $632K 0.05% +79 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,742 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,320 shares; 2026Q2: 7,106 shares 7,106 $629K 0.05% +3,786 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,089 shares; 2024Q4: 5,976 shares; 2025Q1: 5,917 shares; 2025Q2: 13,252 shares; 2025Q3: 13,567 shares; 2025Q4: 6,448 shares; 2026Q1: 6,688 shares; 2026Q2: 10,908 shares 10,908 $622K 0.05% +4,220 Timeline KBWB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,387 shares; 2024Q4: 6,422 shares; 2025Q1: 6,464 shares; 2025Q2: 6,501 shares; 2025Q3: 6,538 shares; 2025Q4: 7,135 shares; 2026Q1: 6,614 shares; 2026Q2: 6,645 shares 6,645 $618K 0.05% +31 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; 2024Q3: not reported; 2024Q4: 15,444 shares; 2025Q1: 15,444 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,450 shares; 2026Q1: 15,266 shares; 2026Q2: 15,270 shares 15,270 $604K 0.05% +4 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 402 shares; 2025Q4: 514 shares; 2026Q1: 610 shares; 2026Q2: 596 shares 596 $603K 0.05% -14 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 9,814 shares; 2025Q1: 9,814 shares; 2025Q2: 9,802 shares; 2025Q3: 9,802 shares; 2025Q4: 9,802 shares; 2026Q1: 9,802 shares; 2026Q2: 14,165 shares 14,165 $591K 0.05% +4,363 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,450 shares; 2025Q4: 2,450 shares; 2026Q1: 2,452 shares; 2026Q2: 2,452 shares 2,452 $582K 0.05% 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,262 shares; 2026Q2: 1,364 shares 1,364 $581K 0.05% +102 Timeline BNDW VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,270 shares 8,270 $567K 0.04% new Timeline BIBL NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,703 shares 9,703 $562K 0.04% new Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,023 shares; 2025Q3: 3,373 shares; 2025Q4: 3,615 shares; 2026Q1: 3,366 shares; 2026Q2: 3,393 shares 3,393 $549K 0.04% +27 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,409 shares; 2024Q4: 6,713 shares; 2025Q1: 6,740 shares; 2025Q2: 7,484 shares; 2025Q3: 6,715 shares; 2025Q4: 6,416 shares; 2026Q1: 6,400 shares; 2026Q2: 6,560 shares 6,560 $542K 0.04% +160 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,678 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,352 shares; 2026Q2: 17,079 shares 17,079 $542K 0.04% +8,727 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,460 shares; 2024Q4: 12,001 shares; 2025Q1: 5,753 shares; 2025Q2: 5,701 shares; 2025Q3: 5,701 shares; 2025Q4: 5,701 shares; 2026Q1: 5,704 shares; 2026Q2: 5,715 shares 5,715 $540K 0.04% +11 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,661 shares; 2024Q4: 6,298 shares; 2025Q1: 5,174 shares; 2025Q2: 5,174 shares; 2025Q3: 6,174 shares; 2025Q4: 7,353 shares; 2026Q1: 7,436 shares; 2026Q2: 7,894 shares 7,894 $540K 0.04% +458 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,089 shares; 2024Q4: 14,635 shares; 2025Q1: 14,635 shares; 2025Q2: 12,524 shares; 2025Q3: 12,414 shares; 2025Q4: 12,673 shares; 2026Q1: 25,712 shares; 2026Q2: 15,930 shares 15,930 $539K 0.04% -9,782 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,528 shares; 2024Q4: 2,953 shares; 2025Q1: 2,970 shares; 2025Q2: 3,086 shares; 2025Q3: 3,093 shares; 2025Q4: 2,379 shares; 2026Q1: 2,382 shares; 2026Q2: 3,321 shares 3,321 $521K 0.04% +939 Timeline SPGP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,003 shares; 2025Q2: 4,003 shares; 2025Q3: 4,003 shares; 2025Q4: 4,003 shares; 2026Q1: 4,003 shares; 2026Q2: 4,259 shares 4,259 $521K 0.04% +256 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,321 shares; 2025Q4: 1,394 shares; 2026Q1: 1,411 shares; 2026Q2: 1,387 shares 1,387 $518K 0.04% -24 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,604 shares; 2025Q1: 3,604 shares; 2025Q2: 2,038 shares; 2025Q3: 2,171 shares; 2025Q4: 1,880 shares; 2026Q1: 1,953 shares; 2026Q2: 4,799 shares 4,799 $516K 0.04% +2,846 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,093 shares; 2024Q4: 23,767 shares; 2025Q1: 22,790 shares; 2025Q2: 19,383 shares; 2025Q3: 19,383 shares; 2025Q4: 15,101 shares; 2026Q1: 15,101 shares; 2026Q2: 17,757 shares 17,757 $515K 0.04% +2,656 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 400 shares; 2025Q4: 406 shares; 2026Q1: 412 shares; 2026Q2: 435 shares 435 $511K 0.04% +23 Timeline BSVO EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,159 shares; 2026Q2: 17,159 shares 17,159 $501K 0.04% 0 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 622 shares; 2025Q3: 622 shares; 2025Q4: 479 shares; 2026Q1: 684 shares; 2026Q2: 654 shares 654 $499K 0.04% -30 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,022 shares; 2026Q2: 1,122 shares 1,122 $486K 0.04% +100 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 728 shares; 2025Q1: not reported; 2025Q2: 729 shares; 2025Q3: 889 shares; 2025Q4: 1,301 shares; 2026Q1: 1,302 shares; 2026Q2: 1,303 shares 1,303 $476K 0.04% +1 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,460 shares; 2026Q1: 3,465 shares; 2026Q2: 3,460 shares 3,460 $475K 0.04% -5 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,673 shares; 2026Q2: 7,623 shares 7,623 $474K 0.04% +2,950 Timeline WEX WEX INC More: the full row for WEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,265 shares; 2025Q3: 3,265 shares; 2025Q4: 3,265 shares; 2026Q1: 3,265 shares; 2026Q2: 3,265 shares 3,265 $461K 0.04% 0 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,396 shares; 2025Q3: 6,396 shares; 2025Q4: 6,502 shares; 2026Q1: 7,640 shares; 2026Q2: 7,640 shares 7,640 $450K 0.04% 0 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 288 shares; 2026Q2: 258 shares 258 $438K 0.03% -30 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 676 shares; 2024Q4: 724 shares; 2025Q1: 1,277 shares; 2025Q2: 1,247 shares; 2025Q3: 1,135 shares; 2025Q4: 1,065 shares; 2026Q1: 1,065 shares; 2026Q2: 1,065 shares 1,065 $436K 0.03% 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 193 shares; 2026Q1: 225 shares; 2026Q2: 219 shares 219 $436K 0.03% -6 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,955 shares; 2025Q3: 3,991 shares; 2025Q4: 3,419 shares; 2026Q1: 4,130 shares; 2026Q2: 5,340 shares 5,340 $434K 0.03% +1,210 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,541 shares; 2026Q2: 5,573 shares 5,573 $422K 0.03% -968 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,778 shares; 2025Q3: 1,778 shares; 2025Q4: 1,800 shares; 2026Q1: 1,796 shares; 2026Q2: 1,802 shares 1,802 $404K 0.03% +6 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,667 shares; 2025Q3: 6,944 shares; 2025Q4: 6,944 shares; 2026Q1: 6,944 shares; 2026Q2: 7,631 shares 7,631 $403K 0.03% +687 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,310 shares; 2025Q1: 3,895 shares; 2025Q2: 2,310 shares; 2025Q3: 3,891 shares; 2025Q4: 2,322 shares; 2026Q1: 2,322 shares; 2026Q2: 2,528 shares 2,528 $399K 0.03% +206 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,271 shares; 2025Q2: 4,045 shares; 2025Q3: 4,079 shares; 2025Q4: 3,928 shares; 2026Q1: 3,883 shares; 2026Q2: 4,400 shares 4,400 $399K 0.03% +517 Timeline PTNQ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,478 shares; 2026Q2: 4,478 shares 4,478 $397K 0.03% 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,307 shares; 2025Q3: 1,307 shares; 2025Q4: 1,308 shares; 2026Q1: 1,308 shares; 2026Q2: 1,308 shares 1,308 $396K 0.03% 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,795 shares; 2026Q1: 6,783 shares; 2026Q2: 7,385 shares 7,385 $396K 0.03% +602 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,264 shares; 2025Q1: 3,264 shares; 2025Q2: 3,264 shares; 2025Q3: 3,264 shares; 2025Q4: 3,221 shares; 2026Q1: 3,221 shares; 2026Q2: 3,221 shares 3,221 $392K 0.03% 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; 2024Q3: 1,729 shares; 2024Q4: 1,419 shares; 2025Q1: 1,860 shares; 2025Q2: 1,784 shares; 2025Q3: 2,103 shares; 2025Q4: 2,575 shares; 2026Q1: 2,794 shares; 2026Q2: 2,616 shares 2,616 $383K 0.03% -178 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,625 shares; 2026Q1: 2,625 shares; 2026Q2: 3,842 shares 3,842 $378K 0.03% +1,217 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,702 shares; 2024Q4: not reported; 2025Q1: 1,813 shares; 2025Q2: 1,573 shares; 2025Q3: 1,415 shares; 2025Q4: 1,587 shares; 2026Q1: 1,993 shares; 2026Q2: 2,251 shares 2,251 $373K 0.03% +258 Timeline IQDF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,708 shares; 2026Q1: 10,708 shares; 2026Q2: 10,708 shares 10,708 $370K 0.03% 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,695 shares 1,695 $367K 0.03% new Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 379 shares 379 $366K 0.03% new Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,565 shares 2,565 $358K 0.03% new Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 22,503 shares 22,503 $357K 0.03% new Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,252 shares; 2026Q2: 1,035 shares 1,035 $353K 0.03% -217 Timeline PSI INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,875 shares 1,875 $352K 0.03% new Timeline IHDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,088 shares; 2025Q2: 9,088 shares; 2025Q3: 8,461 shares; 2025Q4: 6,682 shares; 2026Q1: 6,682 shares; 2026Q2: 6,682 shares 6,682 $350K 0.03% 0 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,750 shares; 2026Q1: 3,807 shares; 2026Q2: 3,786 shares 3,786 $349K 0.03% -21 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 652 shares; 2025Q3: 982 shares; 2025Q4: 982 shares; 2026Q1: 1,042 shares; 2026Q2: 1,027 shares 1,027 $347K 0.03% -15 Timeline UVE UNIVERSAL INS HLDGS INC More: the full row for UNIVERSAL INS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,150 shares; 2026Q1: 8,150 shares; 2026Q2: 8,150 shares 8,150 $337K 0.03% 0 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,406 shares; 2024Q4: 1,406 shares; 2025Q1: 1,444 shares; 2025Q2: 1,444 shares; 2025Q3: 1,444 shares; 2025Q4: 1,444 shares; 2026Q1: 1,444 shares; 2026Q2: 1,444 shares 1,444 $337K 0.03% 0 Timeline PTIN PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,054 shares; 2026Q2: 9,054 shares 9,054 $332K 0.03% 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,289 shares; 2025Q3: 7,289 shares; 2025Q4: 2,926 shares; 2026Q1: 2,926 shares; 2026Q2: 5,852 shares 5,852 $329K 0.03% +2,926 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,316 shares; 2025Q2: 3,316 shares; 2025Q3: 3,316 shares; 2025Q4: not reported; 2026Q1: 3,001 shares; 2026Q2: 3,675 shares 3,675 $323K 0.03% +674 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,581 shares; 2026Q1: 3,246 shares; 2026Q2: 3,154 shares 3,154 $322K 0.03% -92 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,153 shares 4,153 $320K 0.03% new Timeline BSMZ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,491 shares 12,491 $320K 0.03% new Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,329 shares; 2025Q2: 1,378 shares; 2025Q3: 1,378 shares; 2025Q4: 2,138 shares; 2026Q1: not reported; 2026Q2: 1,703 shares 1,703 $315K 0.02% 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,293 shares; 2025Q3: not reported; 2025Q4: 7,659 shares; 2026Q1: 1,296 shares; 2026Q2: 1,475 shares 1,475 $314K 0.02% +179 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,377 shares; 2025Q1: 1,334 shares; 2025Q2: 1,334 shares; 2025Q3: 1,334 shares; 2025Q4: 1,334 shares; 2026Q1: 1,286 shares; 2026Q2: 1,380 shares 1,380 $313K 0.02% +94 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,021 shares 1,021 $308K 0.02% new Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,273 shares; 2025Q2: 2,284 shares; 2025Q3: 2,358 shares; 2025Q4: 3,624 shares; 2026Q1: 2,916 shares; 2026Q2: 2,389 shares 2,389 $306K 0.02% -527 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,754 shares; 2026Q2: 7,214 shares 7,214 $305K 0.02% +460 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; 2024Q3: 1,320 shares; 2024Q4: 1,343 shares; 2025Q1: 1,343 shares; 2025Q2: 1,343 shares; 2025Q3: 1,415 shares; 2025Q4: 1,347 shares; 2026Q1: 1,347 shares; 2026Q2: 1,347 shares 1,347 $304K 0.02% 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,646 shares; 2025Q3: 3,408 shares; 2025Q4: 1,416 shares; 2026Q1: 1,643 shares; 2026Q2: 1,593 shares 1,593 $302K 0.02% -50 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,622 shares; 2024Q4: 7,865 shares; 2025Q1: 7,865 shares; 2025Q2: 7,863 shares; 2025Q3: 7,863 shares; 2025Q4: 7,863 shares; 2026Q1: 7,863 shares; 2026Q2: 8,617 shares 8,617 $300K 0.02% +754 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,346 shares; 2025Q3: 1,475 shares; 2025Q4: 1,475 shares; 2026Q1: 1,475 shares; 2026Q2: 573 shares 573 $299K 0.02% -902 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,470 shares; 2025Q2: 5,470 shares; 2025Q3: 5,470 shares; 2025Q4: 5,470 shares; 2026Q1: 5,679 shares; 2026Q2: 5,679 shares 5,679 $299K 0.02% 0 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 830 shares; 2026Q1: 830 shares; 2026Q2: 837 shares 837 $298K 0.02% +7 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,371 shares; 2025Q1: 1,371 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,258 shares; 2026Q2: 1,340 shares 1,340 $296K 0.02% +82 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,551 shares; 2024Q4: 2,514 shares; 2025Q1: 2,519 shares; 2025Q2: 2,525 shares; 2025Q3: 2,532 shares; 2025Q4: 2,583 shares; 2026Q1: 2,627 shares; 2026Q2: 2,685 shares 2,685 $296K 0.02% +58 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 546 shares; 2024Q4: 577 shares; 2025Q1: 545 shares; 2025Q2: not reported; 2025Q3: 652 shares; 2025Q4: 867 shares; 2026Q1: 908 shares; 2026Q2: 706 shares 706 $294K 0.02% -202 Timeline RPV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,665 shares; 2024Q4: 2,679 shares; 2025Q1: 2,699 shares; 2025Q2: 2,715 shares; 2025Q3: 2,737 shares; 2025Q4: 3,274 shares; 2026Q1: 3,291 shares; 2026Q2: 2,572 shares 2,572 $293K 0.02% -719 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,938 shares; 2025Q4: 4,326 shares; 2026Q1: 3,787 shares; 2026Q2: 3,124 shares 3,124 $291K 0.02% -663 Timeline NAD NUVEEN QUALITY MUNCP INCOME More: the full row for NUVEEN QUALITY MUNCP INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,500 shares; 2024Q4: 15,500 shares; 2025Q1: 15,500 shares; 2025Q2: 15,500 shares; 2025Q3: 15,500 shares; 2025Q4: 16,006 shares; 2026Q1: 16,006 shares; 2026Q2: 24,006 shares 24,006 $291K 0.02% +8,000 Timeline DGRE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,130 shares; 2025Q3: 7,111 shares; 2025Q4: 7,111 shares; 2026Q1: 7,111 shares; 2026Q2: 7,111 shares 7,111 $290K 0.02% 0 Timeline CNO CNO FINL GROUP INC More: the full row for CNO FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,678 shares; 2026Q1: 5,678 shares; 2026Q2: 5,678 shares 5,678 $289K 0.02% 0 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,754 shares; 2026Q1: 1,759 shares; 2026Q2: 1,772 shares 1,772 $289K 0.02% +13 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,887 shares; 2026Q2: 2,945 shares 2,945 $284K 0.02% +58 Timeline HWKN HAWKINS INC More: the full row for HAWKINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,982 shares; 2026Q1: 1,982 shares; 2026Q2: 1,982 shares 1,982 $282K 0.02% 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; 2024Q3: 4,182 shares; 2024Q4: 3,600 shares; 2025Q1: 3,431 shares; 2025Q2: 3,431 shares; 2025Q3: 3,431 shares; 2025Q4: 2,781 shares; 2026Q1: 2,704 shares; 2026Q2: 2,973 shares 2,973 $281K 0.02% +269 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 504 shares; 2024Q4: 504 shares; 2025Q1: 649 shares; 2025Q2: 574 shares; 2025Q3: 576 shares; 2025Q4: 572 shares; 2026Q1: 627 shares; 2026Q2: 627 shares 627 $280K 0.02% 0 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,254 shares; 2025Q4: 4,254 shares; 2026Q1: not reported; 2026Q2: 4,254 shares 4,254 $279K 0.02% new Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,122 shares; 2025Q3: 13,977 shares; 2025Q4: 13,725 shares; 2026Q1: 13,635 shares; 2026Q2: 11,590 shares 11,590 $279K 0.02% -2,045 Timeline LGLV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,497 shares; 2026Q2: 1,497 shares 1,497 $272K 0.02% 0 Timeline VEXC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,806 shares; 2026Q2: 2,806 shares 2,806 $269K 0.02% 0 Timeline DAC DANAOS CORPORATION More: the full row for DANAOS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,181 shares; 2026Q1: 2,181 shares; 2026Q2: 2,181 shares 2,181 $267K 0.02% 0 Timeline IBIE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,109 shares; 2026Q2: 10,133 shares 10,133 $266K 0.02% +24 Timeline EMLP 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,119 shares; 2026Q1: 6,119 shares; 2026Q2: 6,119 shares 6,119 $266K 0.02% 0 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 673 shares; 2026Q2: 780 shares 780 $266K 0.02% +107 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,080 shares; 2025Q1: 1,080 shares; 2025Q2: 5,130 shares; 2025Q3: 5,130 shares; 2025Q4: 5,396 shares; 2026Q1: 5,460 shares; 2026Q2: 5,396 shares 5,396 $265K 0.02% -64 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 256 shares; 2025Q3: 284 shares; 2025Q4: 292 shares; 2026Q1: 281 shares; 2026Q2: 274 shares 274 $263K 0.02% -7 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,755 shares 5,755 $260K 0.02% new Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,589 shares; 2025Q3: 7,000 shares; 2025Q4: 7,000 shares; 2026Q1: 7,000 shares; 2026Q2: 6,795 shares 6,795 $259K 0.02% -205 Timeline VMO INVESCO MUN OPPORTUNIT TR More: the full row for INVESCO MUN OPPORTUNIT TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 26,059 shares 26,059 $257K 0.02% new Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,201 shares; 2025Q3: 12,225 shares; 2025Q4: 12,000 shares; 2026Q1: 11,500 shares; 2026Q2: 11,500 shares 11,500 $257K 0.02% 0 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,515 shares; 2026Q1: not reported; 2026Q2: 1,364 shares 1,364 $257K 0.02% new Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 46 shares; 2026Q1: 67 shares; 2026Q2: 1,432 shares 1,432 $255K 0.02% +1,365 Timeline HCC WARRIOR MET COAL INC More: the full row for WARRIOR MET COAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,150 shares; 2026Q1: 4,150 shares; 2026Q2: 3,130 shares 3,130 $254K 0.02% -1,020 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,795 shares; 2024Q4: 2,795 shares; 2025Q1: 2,795 shares; 2025Q2: 2,795 shares; 2025Q3: 2,795 shares; 2025Q4: 2,795 shares; 2026Q1: 2,795 shares; 2026Q2: 2,795 shares 2,795 $253K 0.02% 0 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,183 shares; 2026Q1: 6,183 shares; 2026Q2: 6,183 shares 6,183 $252K 0.02% 0 Timeline PBT PERMIAN BASIN RTY TR More: the full row for PERMIAN BASIN RTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares; 2026Q2: 10,000 shares 10,000 $250K 0.02% 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,357 shares; 2026Q2: 2,318 shares 2,318 $250K 0.02% -39 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 862 shares; 2026Q1: 883 shares; 2026Q2: 884 shares 884 $250K 0.02% +1 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,577 shares; 2026Q2: 1,648 shares 1,648 $250K 0.02% +71 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,685 shares; 2025Q2: 1,684 shares; 2025Q3: 1,684 shares; 2025Q4: 1,684 shares; 2026Q1: 1,684 shares; 2026Q2: 1,684 shares 1,684 $249K 0.02% 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,153 shares; 2026Q2: 6,153 shares 6,153 $247K 0.02% 0 Timeline PRFZ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,370 shares 4,370 $244K 0.02% new Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 894 shares; 2026Q2: 894 shares 894 $243K 0.02% 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,334 shares 1,334 $241K 0.02% new Timeline BKE BUCKLE INC More: the full row for BUCKLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,179 shares; 2024Q4: 5,179 shares; 2025Q1: not reported; 2025Q2: 5,179 shares; 2025Q3: 5,179 shares; 2025Q4: 5,717 shares; 2026Q1: 5,717 shares; 2026Q2: 5,717 shares 5,717 $241K 0.02% 0 Timeline PPI INVESTMENT MANAGERS SER TR I More: the full row for INVESTMENT MANAGERS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,584 shares; 2025Q2: 17,584 shares; 2025Q3: 15,726 shares; 2025Q4: 11,245 shares; 2026Q1: 11,245 shares; 2026Q2: 11,245 shares 11,245 $239K 0.02% 0 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,672 shares; 2025Q3: 1,672 shares; 2025Q4: 1,422 shares; 2026Q1: 1,422 shares; 2026Q2: 1,545 shares 1,545 $238K 0.02% +123 Timeline IYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,631 shares 2,631 $238K 0.02% new Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,703 shares 1,703 $234K 0.02% new Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,813 shares; 2025Q3: 2,813 shares; 2025Q4: 2,813 shares; 2026Q1: 2,816 shares; 2026Q2: 2,825 shares 2,825 $232K 0.02% +9 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,579 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 671 shares 671 $231K 0.02% new Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,741 shares; 2025Q1: 2,741 shares; 2025Q2: 2,740 shares; 2025Q3: 2,740 shares; 2025Q4: 2,740 shares; 2026Q1: 2,740 shares; 2026Q2: 2,469 shares 2,469 $231K 0.02% -271 Timeline SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,048 shares; 2024Q4: 11,519 shares; 2025Q1: 20,165 shares; 2025Q2: 20,965 shares; 2025Q3: 10,999 shares; 2025Q4: 12,665 shares; 2026Q1: 8,659 shares; 2026Q2: 8,109 shares 8,109 $230K 0.02% -550 Timeline HFND TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,352 shares; 2025Q3: 9,352 shares; 2025Q4: 9,352 shares; 2026Q1: 9,352 shares; 2026Q2: 9,352 shares 9,352 $229K 0.02% 0 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,005 shares; 2026Q2: 2,006 shares 2,006 $229K 0.02% +1 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 540 shares; 2026Q2: 545 shares 545 $226K 0.02% +5 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 383 shares; 2026Q2: 441 shares 441 $225K 0.02% +58 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 753 shares 753 $224K 0.02% new Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,206 shares; 2026Q1: 2,196 shares; 2026Q2: 1,901 shares 1,901 $224K 0.02% -295 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,276 shares; 2026Q1: 2,400 shares; 2026Q2: 2,266 shares 2,266 $223K 0.02% -134 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 827 shares 827 $222K 0.02% new Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,845 shares; 2026Q2: 2,901 shares 2,901 $222K 0.02% +56 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,662 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,798 shares; 2026Q1: 2,798 shares; 2026Q2: 2,798 shares 2,798 $221K 0.02% 0 Timeline QUS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,180 shares; 2025Q4: 1,180 shares; 2026Q1: 1,180 shares; 2026Q2: 1,180 shares 1,180 $220K 0.02% 0 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,207 shares 5,207 $220K 0.02% new 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,333 shares; 2026Q1: 2,041 shares; 2026Q2: 2,041 shares 2,041 $219K 0.02% 0 Timeline PRI PRIMERICA INC More: the full row for PRIMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 769 shares 769 $219K 0.02% new 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,847 shares; 2025Q2: not reported; 2025Q3: 1,839 shares; 2025Q4: not reported; 2026Q1: 1,848 shares; 2026Q2: 1,870 shares 1,870 $218K 0.02% +22 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,493 shares 1,493 $218K 0.02% new Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 787 shares 787 $217K 0.02% new Timeline NTGR NETGEAR INC More: the full row for NETGEAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,196 shares; 2026Q1: 9,196 shares; 2026Q2: 9,196 shares 9,196 $215K 0.02% 0 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,417 shares; 2026Q2: 3,726 shares 3,726 $215K 0.02% +309 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,447 shares 4,447 $211K 0.02% new Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 996 shares 996 $208K 0.02% new Timeline SCHQ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,636 shares 6,636 $208K 0.02% new Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,220 shares; 2026Q1: 1,220 shares; 2026Q2: 1,220 shares 1,220 $207K 0.02% 0 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,376 shares 5,376 $204K 0.02% new Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 567 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 634 shares; 2026Q1: 640 shares; 2026Q2: 643 shares 643 $202K 0.02% +3 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,993 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,188 shares 2,188 $201K 0.02% new Timeline TK TEEKAY CORPORATION LTD More: the full row for TEEKAY CORPORATION LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,555 shares; 2026Q1: 19,555 shares; 2026Q2: 19,555 shares 19,555 $196K 0.02% 0 Timeline FSCO FS CREDIT OPPORTUNITIES CORP More: the full row for FS CREDIT OPPORTUNITIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 29,974 shares; 2025Q3: 29,974 shares; 2025Q4: 29,974 shares; 2026Q1: 29,974 shares; 2026Q2: 29,974 shares 29,974 $150K 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; 2024Q3: 11,903 shares; 2024Q4: 11,903 shares; 2025Q1: 11,903 shares; 2025Q2: 11,903 shares; 2025Q3: 11,903 shares; 2025Q4: 11,903 shares; 2026Q1: 11,903 shares; 2026Q2: 11,903 shares 11,903 $128K 0.01% 0 Timeline VGM INVESCO TR INVT GRADE MUNS More: the full row for INVESCO TR INVT GRADE MUNS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,633 shares 11,633 $123K 0.01% new Timeline ORC ORCHID IS CAP INC More: the full row for ORCHID IS CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,225 shares; 2025Q3: 10,225 shares; 2025Q4: 10,225 shares; 2026Q1: 14,401 shares; 2026Q2: 15,074 shares 15,074 $105K 0.01% +673 Timeline