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: 103,623 shares; 2024Q4: 414,539 shares; 2025Q1: 392,827 shares; 2025Q2: 385,585 shares; 2025Q3: 383,174 shares; 2025Q4: 365,164 shares; 2026Q1: 364,565 shares; 2026Q2: 362,906 shares 362,906 $12.3M 10.88% -1,659 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: 9,438 shares; 2024Q4: 9,323 shares; 2025Q1: 9,167 shares; 2025Q2: 9,208 shares; 2025Q3: 8,997 shares; 2025Q4: 8,884 shares; 2026Q1: 8,837 shares; 2026Q2: 8,823 shares 8,823 $6.5M 5.76% -14 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: 6,831 shares; 2024Q4: 6,825 shares; 2025Q1: 6,826 shares; 2025Q2: 6,893 shares; 2025Q3: 6,838 shares; 2025Q4: 7,071 shares; 2026Q1: not reported; 2026Q2: 6,923 shares 6,923 $5.17M 4.58% new 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: 62,900 shares; 2024Q4: 188,039 shares; 2025Q1: 187,742 shares; 2025Q2: 184,848 shares; 2025Q3: 182,729 shares; 2025Q4: 179,287 shares; 2026Q1: 179,107 shares; 2026Q2: 178,396 shares 178,396 $5.17M 4.58% -711 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: 11,942 shares; 2024Q4: 11,818 shares; 2025Q1: 11,427 shares; 2025Q2: 11,423 shares; 2025Q3: 13,238 shares; 2025Q4: 13,138 shares; 2026Q1: 14,662 shares; 2026Q2: 14,786 shares 14,786 $4.28M 3.79% +124 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,228 shares; 2024Q4: 6,252 shares; 2025Q1: 6,259 shares; 2025Q2: 6,146 shares; 2025Q3: 6,115 shares; 2025Q4: 5,904 shares; 2026Q1: not reported; 2026Q2: 6,023 shares 6,023 $4.24M 3.75% new Timeline CAPE DOUBLELINE ETF TRUST More: the full row for DOUBLELINE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 217,180 shares; 2024Q4: 208,015 shares; 2025Q1: 167,108 shares; 2025Q2: 171,108 shares; 2025Q3: 157,490 shares; 2025Q4: 146,550 shares; 2026Q1: not reported; 2026Q2: 123,241 shares 123,241 $4M 3.54% new Timeline BAR GRANITESHARES GOLD TR More: the full row for GRANITESHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 87,439 shares; 2024Q4: 88,033 shares; 2025Q1: 96,526 shares; 2025Q2: 97,126 shares; 2025Q3: 93,616 shares; 2025Q4: 90,971 shares; 2026Q1: 93,884 shares; 2026Q2: 89,915 shares 89,915 $3.55M 3.15% -3,969 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,217 shares; 2024Q4: 44,190 shares; 2025Q1: 43,643 shares; 2025Q2: 53,608 shares; 2025Q3: 57,403 shares; 2025Q4: 64,544 shares; 2026Q1: 63,447 shares; 2026Q2: 65,627 shares 65,627 $3.23M 2.87% +2,180 Timeline EMNT 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 25,520 shares 25,520 $2.57M 2.28% new 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: 29,349 shares; 2024Q4: 87,828 shares; 2025Q1: 88,027 shares; 2025Q2: 87,902 shares; 2025Q3: 85,364 shares; 2025Q4: 79,585 shares; 2026Q1: 78,688 shares; 2026Q2: 78,586 shares 78,586 $2.31M 2.05% -102 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,717 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,347 shares; 2026Q1: not reported; 2026Q2: 45,392 shares 45,392 $2.26M 2% new Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,292 shares; 2024Q4: 20,452 shares; 2025Q1: 17,844 shares; 2025Q2: 20,376 shares; 2025Q3: 20,863 shares; 2025Q4: 20,764 shares; 2026Q1: 21,113 shares; 2026Q2: 21,348 shares 21,348 $1.9M 1.69% +235 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,060 shares; 2024Q4: 2,168 shares; 2025Q1: 2,091 shares; 2025Q2: 2,283 shares; 2025Q3: 2,088 shares; 2025Q4: 2,145 shares; 2026Q1: not reported; 2026Q2: 2,585 shares 2,585 $1.78M 1.57% new 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: 9,363 shares; 2024Q4: 10,387 shares; 2025Q1: 14,825 shares; 2025Q2: 15,030 shares; 2025Q3: 20,621 shares; 2025Q4: 22,001 shares; 2026Q1: not reported; 2026Q2: 22,378 shares 22,378 $1.77M 1.57% new Timeline JSCP J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 38,133 shares; 2025Q4: 46,485 shares; 2026Q1: not reported; 2026Q2: 37,040 shares 37,040 $1.75M 1.55% new Timeline CGCB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,777 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 29,382 shares; 2025Q4: 55,614 shares; 2026Q1: not reported; 2026Q2: 64,635 shares 64,635 $1.69M 1.5% new Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,353 shares; 2024Q4: 51,731 shares; 2025Q1: 49,052 shares; 2025Q2: 49,707 shares; 2025Q3: 39,082 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 33,597 shares 33,597 $1.69M 1.5% new Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,726 shares; 2024Q4: 36,780 shares; 2025Q1: 37,048 shares; 2025Q2: 36,700 shares; 2025Q3: 37,565 shares; 2025Q4: 25,782 shares; 2026Q1: not reported; 2026Q2: 26,074 shares 26,074 $1.56M 1.38% new 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: 16,844 shares; 2024Q4: 16,839 shares; 2025Q1: 16,859 shares; 2025Q2: 16,877 shares; 2025Q3: 17,122 shares; 2025Q4: 17,140 shares; 2026Q1: not reported; 2026Q2: 17,172 shares 17,172 $1.51M 1.34% new Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,556 shares; 2024Q4: 53,777 shares; 2025Q1: 62,693 shares; 2025Q2: 64,613 shares; 2025Q3: 31,033 shares; 2025Q4: 32,551 shares; 2026Q1: not reported; 2026Q2: 29,392 shares 29,392 $1.49M 1.32% new 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: 5,918 shares; 2024Q4: 5,928 shares; 2025Q1: 5,700 shares; 2025Q2: 5,648 shares; 2025Q3: 5,824 shares; 2025Q4: 5,559 shares; 2026Q1: not reported; 2026Q2: 5,892 shares 5,892 $1.43M 1.27% new 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: 6,028 shares; 2024Q4: 6,072 shares; 2025Q1: 5,951 shares; 2025Q2: 6,030 shares; 2025Q3: 6,051 shares; 2025Q4: 5,965 shares; 2026Q1: not reported; 2026Q2: 5,792 shares 5,792 $1.37M 1.21% new Timeline USSH WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,364 shares; 2024Q4: 6,199 shares; 2025Q1: 5,652 shares; 2025Q2: 6,042 shares; 2025Q3: 17,434 shares; 2025Q4: 23,990 shares; 2026Q1: not reported; 2026Q2: 26,251 shares 26,251 $1.32M 1.17% new Timeline QDEF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,487 shares; 2024Q4: 9,372 shares; 2025Q1: 9,759 shares; 2025Q2: 10,153 shares; 2025Q3: 11,205 shares; 2025Q4: 13,285 shares; 2026Q1: not reported; 2026Q2: 14,881 shares 14,881 $1.29M 1.15% new Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,402 shares; 2024Q4: 34,035 shares; 2025Q1: 34,059 shares; 2025Q2: 31,490 shares; 2025Q3: 31,275 shares; 2025Q4: 28,469 shares; 2026Q1: 31,687 shares; 2026Q2: 34,387 shares 34,387 $1.27M 1.12% +2,700 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: 18,073 shares; 2024Q4: 36,212 shares; 2025Q1: 35,835 shares; 2025Q2: 34,510 shares; 2025Q3: 33,667 shares; 2025Q4: 32,214 shares; 2026Q1: 32,287 shares; 2026Q2: 32,517 shares 32,517 $1.17M 1.04% +230 Timeline JPIB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,250 shares; 2024Q4: 12,324 shares; 2025Q1: 12,417 shares; 2025Q2: 12,513 shares; 2025Q3: 15,285 shares; 2025Q4: 22,394 shares; 2026Q1: not reported; 2026Q2: 24,298 shares 24,298 $1.17M 1.04% new 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: 2,428 shares; 2024Q4: 2,433 shares; 2025Q1: 2,439 shares; 2025Q2: 2,296 shares; 2025Q3: 2,301 shares; 2025Q4: 2,017 shares; 2026Q1: not reported; 2026Q2: 2,182 shares 2,182 $1.14M 1.01% new 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: 20,718 shares; 2024Q4: 62,721 shares; 2025Q1: 60,158 shares; 2025Q2: 39,649 shares; 2025Q3: 38,822 shares; 2025Q4: 35,758 shares; 2026Q1: 35,231 shares; 2026Q2: 35,326 shares 35,326 $1.1M 0.97% +95 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: 5,351 shares; 2024Q4: 5,244 shares; 2025Q1: 4,655 shares; 2025Q2: 4,865 shares; 2025Q3: 4,967 shares; 2025Q4: 4,779 shares; 2026Q1: 4,871 shares; 2026Q2: 4,576 shares 4,576 $1.09M 0.97% -295 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,700 shares; 2024Q4: 31,296 shares; 2025Q1: 27,469 shares; 2025Q2: 27,558 shares; 2025Q3: 25,683 shares; 2025Q4: 21,562 shares; 2026Q1: not reported; 2026Q2: 21,022 shares 21,022 $1.07M 0.95% new Timeline HYBX TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 32,703 shares; 2025Q1: 32,317 shares; 2025Q2: 32,955 shares; 2025Q3: 32,019 shares; 2025Q4: 32,882 shares; 2026Q1: 33,742 shares; 2026Q2: 34,359 shares 34,359 $1.02M 0.9% +617 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: 9,096 shares; 2024Q4: 9,218 shares; 2025Q1: 9,090 shares; 2025Q2: 9,244 shares; 2025Q3: 9,244 shares; 2025Q4: 9,405 shares; 2026Q1: not reported; 2026Q2: 9,547 shares 9,547 $992K 0.88% new Timeline MUJ BLACKROCK MUNIHLDGS NJ QLTY More: the full row for BLACKROCK MUNIHLDGS NJ QLTY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 67,499 shares; 2024Q4: 67,499 shares; 2025Q1: 67,499 shares; 2025Q2: 67,499 shares; 2025Q3: 67,499 shares; 2025Q4: 67,499 shares; 2026Q1: not reported; 2026Q2: 67,499 shares 67,499 $831K 0.74% new Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,896 shares; 2024Q4: 17,902 shares; 2025Q1: 17,871 shares; 2025Q2: 17,714 shares; 2025Q3: 17,717 shares; 2025Q4: 17,721 shares; 2026Q1: 18,119 shares; 2026Q2: 18,121 shares 18,121 $782K 0.69% +2 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 670 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,103 shares; 2025Q3: 15,153 shares; 2025Q4: 14,152 shares; 2026Q1: 16,566 shares; 2026Q2: 15,190 shares 15,190 $774K 0.69% -1,376 Timeline HYGV FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,781 shares; 2024Q4: 15,990 shares; 2025Q1: 16,005 shares; 2025Q2: 17,007 shares; 2025Q3: 17,846 shares; 2025Q4: 18,859 shares; 2026Q1: not reported; 2026Q2: 19,086 shares 19,086 $768K 0.68% new Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,804 shares; 2024Q4: 5,700 shares; 2025Q1: 4,162 shares; 2025Q2: 4,233 shares; 2025Q3: 4,374 shares; 2025Q4: 4,266 shares; 2026Q1: 4,160 shares; 2026Q2: 3,836 shares 3,836 $767K 0.68% -324 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: 1,729 shares; 2024Q4: 1,649 shares; 2025Q1: 1,403 shares; 2025Q2: 1,434 shares; 2025Q3: 1,908 shares; 2025Q4: 1,920 shares; 2026Q1: 2,052 shares; 2026Q2: 1,983 shares 1,983 $740K 0.66% -69 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: 1,972 shares; 2024Q4: 1,958 shares; 2025Q1: 2,150 shares; 2025Q2: 1,772 shares; 2025Q3: 1,771 shares; 2025Q4: 1,546 shares; 2026Q1: not reported; 2026Q2: 1,477 shares 1,477 $739K 0.66% new 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: 7,636 shares; 2024Q4: 7,674 shares; 2025Q1: 6,837 shares; 2025Q2: 6,658 shares; 2025Q3: 7,024 shares; 2025Q4: 7,302 shares; 2026Q1: not reported; 2026Q2: 9,095 shares 9,095 $701K 0.62% new Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,706 shares; 2024Q4: 5,173 shares; 2025Q1: 5,031 shares; 2025Q2: 4,939 shares; 2025Q3: 4,895 shares; 2025Q4: 4,209 shares; 2026Q1: not reported; 2026Q2: 4,203 shares 4,203 $690K 0.61% new Timeline VHT 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: 2,576 shares; 2024Q4: 2,517 shares; 2025Q1: 2,576 shares; 2025Q2: 2,576 shares; 2025Q3: 2,435 shares; 2025Q4: 2,348 shares; 2026Q1: not reported; 2026Q2: 2,295 shares 2,295 $686K 0.61% new 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: 2,685 shares; 2024Q4: 2,688 shares; 2025Q1: 2,711 shares; 2025Q2: 2,713 shares; 2025Q3: 2,712 shares; 2025Q4: 2,705 shares; 2026Q1: 2,691 shares; 2026Q2: 2,695 shares 2,695 $685K 0.61% +4 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,822 shares; 2024Q4: 29,604 shares; 2025Q1: 30,008 shares; 2025Q2: 27,202 shares; 2025Q3: 24,825 shares; 2025Q4: 12,290 shares; 2026Q1: 13,671 shares; 2026Q2: 21,491 shares 21,491 $681K 0.6% +7,820 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,787 shares; 2024Q4: 5,792 shares; 2025Q1: 5,796 shares; 2025Q2: 5,801 shares; 2025Q3: 5,804 shares; 2025Q4: 5,809 shares; 2026Q1: not reported; 2026Q2: 5,814 shares 5,814 $652K 0.58% new Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,584 shares; 2024Q4: 8,709 shares; 2025Q1: 7,257 shares; 2025Q2: 7,370 shares; 2025Q3: 7,997 shares; 2025Q4: 8,886 shares; 2026Q1: not reported; 2026Q2: 10,774 shares 10,774 $635K 0.56% new 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: 4,691 shares; 2024Q4: 4,756 shares; 2025Q1: 4,498 shares; 2025Q2: 4,409 shares; 2025Q3: 4,390 shares; 2025Q4: 4,039 shares; 2026Q1: not reported; 2026Q2: 4,275 shares 4,275 $634K 0.56% new Timeline JPUS J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,456 shares; 2024Q4: 9,130 shares; 2025Q1: 8,613 shares; 2025Q2: 8,454 shares; 2025Q3: 8,134 shares; 2025Q4: 4,044 shares; 2026Q1: not reported; 2026Q2: 4,507 shares 4,507 $632K 0.56% new Timeline TEND 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: 20,270 shares; 2026Q1: not reported; 2026Q2: 23,070 shares 23,070 $628K 0.56% new Timeline JAVA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,744 shares; 2024Q4: 9,153 shares; 2025Q1: 8,704 shares; 2025Q2: 8,736 shares; 2025Q3: 8,769 shares; 2025Q4: 7,497 shares; 2026Q1: not reported; 2026Q2: 7,767 shares 7,767 $617K 0.55% new Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,797 shares; 2024Q4: 1,749 shares; 2025Q1: 1,710 shares; 2025Q2: 1,712 shares; 2025Q3: 1,758 shares; 2025Q4: 1,735 shares; 2026Q1: 1,721 shares; 2026Q2: 1,723 shares 1,723 $591K 0.52% +2 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,894 shares; 2024Q4: 6,910 shares; 2025Q1: 6,922 shares; 2025Q2: 6,934 shares; 2025Q3: 6,948 shares; 2025Q4: 6,321 shares; 2026Q1: not reported; 2026Q2: 6,050 shares 6,050 $584K 0.52% new Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,837 shares; 2024Q4: 20,689 shares; 2025Q1: 20,343 shares; 2025Q2: 16,072 shares; 2025Q3: 14,774 shares; 2025Q4: 11,711 shares; 2026Q1: not reported; 2026Q2: 10,677 shares 10,677 $541K 0.48% new 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: 982 shares; 2024Q4: 982 shares; 2025Q1: 982 shares; 2025Q2: 982 shares; 2025Q3: 1,021 shares; 2025Q4: 1,021 shares; 2026Q1: 1,021 shares; 2026Q2: 1,021 shares 1,021 $524K 0.46% 0 Timeline FLQM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,377 shares; 2024Q4: 13,386 shares; 2025Q1: 12,680 shares; 2025Q2: 10,750 shares; 2025Q3: 10,862 shares; 2025Q4: 10,352 shares; 2026Q1: not reported; 2026Q2: 9,002 shares 9,002 $521K 0.46% new Timeline FNY FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,210 shares; 2024Q4: 5,220 shares; 2025Q1: 5,119 shares; 2025Q2: 5,071 shares; 2025Q3: 4,936 shares; 2025Q4: 4,438 shares; 2026Q1: not reported; 2026Q2: 4,471 shares 4,471 $496K 0.44% new Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,387 shares; 2024Q4: 5,280 shares; 2025Q1: 3,695 shares; 2025Q2: 3,701 shares; 2025Q3: 3,803 shares; 2025Q4: 5,314 shares; 2026Q1: not reported; 2026Q2: 6,991 shares 6,991 $486K 0.43% new 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: 1,050 shares; 2024Q4: 1,035 shares; 2025Q1: 787 shares; 2025Q2: 823 shares; 2025Q3: 896 shares; 2025Q4: 896 shares; 2026Q1: 854 shares; 2026Q2: 840 shares 840 $473K 0.42% -14 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: 256 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,141 shares; 2026Q1: not reported; 2026Q2: 1,294 shares 1,294 $462K 0.41% new 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: 582 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 582 shares 582 $421K 0.37% new 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: 1,235 shares; 2024Q4: 1,224 shares; 2025Q1: 1,171 shares; 2025Q2: 1,174 shares; 2025Q3: 1,322 shares; 2025Q4: 1,541 shares; 2026Q1: 146,392 shares; 2026Q2: 1,272 shares 1,272 $416K 0.37% -145,120 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,196 shares; 2024Q4: 1,268 shares; 2025Q1: 1,130 shares; 2025Q2: 1,137 shares; 2025Q3: 1,115 shares; 2025Q4: 1,094 shares; 2026Q1: 970 shares; 2026Q2: 950 shares 950 $400K 0.35% -20 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: 2,521 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,101 shares; 2025Q4: 3,832 shares; 2026Q1: 4,530 shares; 2026Q2: 4,738 shares 4,738 $384K 0.34% +208 Timeline JIVE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,841 shares; 2026Q1: not reported; 2026Q2: 4,074 shares 4,074 $375K 0.33% new Timeline MINO 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: 10,128 shares; 2024Q4: 6,314 shares; 2025Q1: 6,354 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,778 shares; 2026Q1: not reported; 2026Q2: 8,095 shares 8,095 $370K 0.33% new 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: 395 shares; 2024Q4: 396 shares; 2025Q1: 397 shares; 2025Q2: 398 shares; 2025Q3: 470 shares; 2025Q4: 472 shares; 2026Q1: not reported; 2026Q2: 474 shares 474 $355K 0.31% new Timeline SMMU PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,533 shares; 2024Q4: 7,657 shares; 2025Q1: 7,705 shares; 2025Q2: 7,755 shares; 2025Q3: 7,583 shares; 2025Q4: 7,459 shares; 2026Q1: 6,887 shares; 2026Q2: 6,908 shares 6,908 $349K 0.31% +21 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: 7,922 shares; 2024Q4: 7,955 shares; 2025Q1: 7,991 shares; 2025Q2: 7,472 shares; 2025Q3: 7,359 shares; 2025Q4: 7,336 shares; 2026Q1: 8,151 shares; 2026Q2: 8,016 shares 8,016 $339K 0.3% -135 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,556 shares; 2024Q4: 5,253 shares; 2025Q1: 4,902 shares; 2025Q2: 5,012 shares; 2025Q3: 5,404 shares; 2025Q4: 5,488 shares; 2026Q1: not reported; 2026Q2: 5,579 shares 5,579 $315K 0.28% new Timeline VGSH 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: 3,316 shares; 2024Q4: not reported; 2025Q1: 3,863 shares; 2025Q2: 4,762 shares; 2025Q3: 4,802 shares; 2025Q4: 4,817 shares; 2026Q1: not reported; 2026Q2: 5,335 shares 5,335 $311K 0.28% new Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,141 shares; 2024Q4: 13,145 shares; 2025Q1: 13,188 shares; 2025Q2: 13,190 shares; 2025Q3: 13,178 shares; 2025Q4: 12,858 shares; 2026Q1: 14,826 shares; 2026Q2: 14,825 shares 14,825 $307K 0.27% -1 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: 1,606 shares; 2024Q4: 1,676 shares; 2025Q1: 1,350 shares; 2025Q2: 2,330 shares; 2025Q3: 1,961 shares; 2025Q4: 1,380 shares; 2026Q1: not reported; 2026Q2: 1,429 shares 1,429 $304K 0.27% new 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: 7,384 shares; 2024Q4: 7,165 shares; 2025Q1: 6,930 shares; 2025Q2: 6,365 shares; 2025Q3: 5,653 shares; 2025Q4: 5,597 shares; 2026Q1: not reported; 2026Q2: 5,689 shares 5,689 $299K 0.27% new Timeline FPXI 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: 3,471 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,536 shares; 2025Q4: 3,489 shares; 2026Q1: not reported; 2026Q2: 3,449 shares 3,449 $289K 0.26% new 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,549 shares 3,549 $282K 0.25% new 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: 466 shares; 2024Q4: 466 shares; 2025Q1: 432 shares; 2025Q2: 428 shares; 2025Q3: 442 shares; 2025Q4: 4,381 shares; 2026Q1: 3,975 shares; 2026Q2: 3,935 shares 3,935 $281K 0.25% -40 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 549 shares; 2024Q4: 550 shares; 2025Q1: 550 shares; 2025Q2: 498 shares; 2025Q3: 499 shares; 2025Q4: 499 shares; 2026Q1: 391 shares; 2026Q2: 371 shares 371 $280K 0.25% -20 Timeline GDX 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: 1,768 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,543 shares; 2026Q1: 3,573 shares; 2026Q2: 3,702 shares 3,702 $279K 0.25% +129 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 913 shares 913 $277K 0.25% new 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: 680 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,280 shares; 2026Q2: 754 shares 754 $266K 0.24% -526 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: 1,504 shares; 2024Q4: 1,504 shares; 2025Q1: 1,649 shares; 2025Q2: 1,499 shares; 2025Q3: 1,499 shares; 2025Q4: 1,460 shares; 2026Q1: 1,428 shares; 2026Q2: 713 shares 713 $263K 0.23% -715 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,060 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,164 shares; 2025Q4: 1,171 shares; 2026Q1: not reported; 2026Q2: 1,182 shares 1,182 $258K 0.23% new 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: 3,145 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,562 shares 8,562 $237K 0.21% new Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 414 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 627 shares 627 $237K 0.21% new Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 446 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,392 shares; 2026Q2: 2,392 shares 2,392 $230K 0.2% 0 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 876 shares; 2024Q4: not reported; 2025Q1: 888 shares; 2025Q2: 933 shares; 2025Q3: 858 shares; 2025Q4: 811 shares; 2026Q1: not reported; 2026Q2: 785 shares 785 $221K 0.2% new Timeline IVES WEDBUSH SER TR More: the full row for WEDBUSH SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,792 shares 5,792 $221K 0.2% new 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: 534 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,842 shares 1,842 $216K 0.19% new Timeline FDN 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: 885 shares; 2024Q4: 877 shares; 2025Q1: not reported; 2025Q2: 808 shares; 2025Q3: 808 shares; 2025Q4: 808 shares; 2026Q1: not reported; 2026Q2: 770 shares 770 $204K 0.18% new Timeline GDXJ VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,966 shares; 2026Q1: 1,963 shares; 2026Q2: 2,057 shares 2,057 $202K 0.18% +94 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,000 shares; 2026Q2: 10,000 shares 10,000 $191K 0.17% 0 Timeline