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: not reported; 2024Q4: 1,571,491 shares; 2025Q1: 1,816,302 shares; 2025Q2: 1,985,564 shares; 2025Q3: 2,019,365 shares; 2025Q4: 2,096,375 shares; 2026Q1: 2,297,214 shares; 2026Q2: 2,353,485 shares 2,353,485 $1.62B 21.25% +56,271 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,965,405 shares; 2024Q4: 7,554,283 shares; 2025Q1: 7,190,319 shares; 2025Q2: 7,576,249 shares; 2025Q3: 7,726,166 shares; 2025Q4: 7,957,746 shares; 2026Q1: 10,869,572 shares; 2026Q2: 11,054,365 shares 11,054,365 $788M 10.35% +184,793 Timeline SPHQ 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: 7,280,618 shares; 2024Q4: 7,673,847 shares; 2025Q1: 7,723,962 shares; 2025Q2: 8,043,049 shares; 2025Q3: 8,413,908 shares; 2025Q4: 8,910,347 shares; 2026Q1: 7,350,884 shares; 2026Q2: 7,364,726 shares 7,364,726 $664M 8.72% +13,842 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: 3,618,618 shares; 2024Q4: 3,837,927 shares; 2025Q1: 4,630,555 shares; 2025Q2: 5,046,259 shares; 2025Q3: 5,366,870 shares; 2025Q4: 5,599,510 shares; 2026Q1: 6,316,714 shares; 2026Q2: 6,394,230 shares 6,394,230 $323M 4.25% +77,516 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,908,248 shares; 2024Q4: 2,031,470 shares; 2025Q1: 3,004,000 shares; 2025Q2: 3,167,590 shares; 2025Q3: 3,281,191 shares; 2025Q4: 3,480,713 shares; 2026Q1: 4,910,917 shares; 2026Q2: 5,022,048 shares 5,022,048 $290M 3.81% +111,131 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: 2,248,115 shares; 2024Q4: 2,363,164 shares; 2025Q1: 2,526,308 shares; 2025Q2: 2,697,697 shares; 2025Q3: 2,773,818 shares; 2025Q4: 2,871,265 shares; 2026Q1: 4,125,180 shares; 2026Q2: 4,224,614 shares 4,224,614 $252M 3.31% +99,434 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,932,079 shares; 2024Q4: 12,821,067 shares; 2025Q1: 11,745,372 shares; 2025Q2: 12,634,914 shares; 2025Q3: 14,165,317 shares; 2025Q4: 15,211,308 shares; 2026Q1: 9,329,661 shares; 2026Q2: 9,787,519 shares 9,787,519 $250M 3.28% +457,858 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: 1,095,154 shares; 2024Q4: 1,171,586 shares; 2025Q1: 1,964,943 shares; 2025Q2: 2,096,896 shares; 2025Q3: 2,348,887 shares; 2025Q4: 2,541,497 shares; 2026Q1: 3,935,163 shares; 2026Q2: 4,196,999 shares 4,196,999 $248M 3.25% +261,836 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: 45,695 shares; 2024Q4: 44,779 shares; 2025Q1: 941,711 shares; 2025Q2: 960,195 shares; 2025Q3: 1,015,589 shares; 2025Q4: 1,064,604 shares; 2026Q1: 1,912,114 shares; 2026Q2: 1,957,539 shares 1,957,539 $185M 2.43% +45,425 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: 1,228,667 shares; 2024Q4: 1,238,395 shares; 2025Q1: 1,267,831 shares; 2025Q2: 1,292,490 shares; 2025Q3: 1,307,923 shares; 2025Q4: 1,316,853 shares; 2026Q1: 1,367,917 shares; 2026Q2: 2,687,604 shares 2,687,604 $151M 1.98% +1,319,687 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,628,885 shares; 2024Q4: 3,857,244 shares; 2025Q1: 5,038,144 shares; 2025Q2: 5,512,775 shares; 2025Q3: 6,017,752 shares; 2025Q4: 6,513,652 shares; 2026Q1: 4,277,029 shares; 2026Q2: 4,450,915 shares 4,450,915 $149M 1.96% +173,886 Timeline FLMI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,059,688 shares; 2025Q2: 2,166,091 shares; 2025Q3: 2,272,212 shares; 2025Q4: 2,366,025 shares; 2026Q1: 5,231,166 shares; 2026Q2: 5,218,892 shares 5,218,892 $131M 1.73% -12,274 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,123,686 shares; 2026Q2: 2,207,918 shares 2,207,918 $116M 1.52% +84,232 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: 908,754 shares; 2024Q4: 933,944 shares; 2025Q1: 941,935 shares; 2025Q2: 989,939 shares; 2025Q3: 987,850 shares; 2025Q4: 983,706 shares; 2026Q1: 974,697 shares; 2026Q2: 911,956 shares 911,956 $109M 1.43% -62,741 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: 1,459,489 shares; 2024Q4: 1,357,648 shares; 2025Q1: 1,081,372 shares; 2025Q2: 1,005,071 shares; 2025Q3: 950,939 shares; 2025Q4: 900,143 shares; 2026Q1: 845,298 shares; 2026Q2: 762,341 shares 762,341 $105M 1.38% -82,957 Timeline PZA 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: 2,525,514 shares; 2024Q4: 2,701,822 shares; 2025Q1: 3,700,049 shares; 2025Q2: 3,896,663 shares; 2025Q3: 4,148,197 shares; 2025Q4: 4,321,626 shares; 2026Q1: 4,364,629 shares; 2026Q2: 4,286,823 shares 4,286,823 $101M 1.33% -77,806 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: 2,278,179 shares; 2024Q4: 2,232,259 shares; 2025Q1: 1,437,549 shares; 2025Q2: 1,271,801 shares; 2025Q3: 1,182,377 shares; 2025Q4: 1,116,274 shares; 2026Q1: 1,088,243 shares; 2026Q2: 993,547 shares 993,547 $96M 1.26% -94,696 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: 661,346 shares; 2024Q4: 635,819 shares; 2025Q1: 557,167 shares; 2025Q2: 504,103 shares; 2025Q3: 479,321 shares; 2025Q4: 452,678 shares; 2026Q1: 418,113 shares; 2026Q2: 369,816 shares 369,816 $84M 1.1% -48,297 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: 2,140,527 shares; 2024Q4: 2,047,599 shares; 2025Q1: 2,000,671 shares; 2025Q2: 1,920,574 shares; 2025Q3: 1,843,913 shares; 2025Q4: 1,799,605 shares; 2026Q1: 1,718,842 shares; 2026Q2: 1,679,450 shares 1,679,450 $74.5M 0.98% -39,392 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: 930,687 shares; 2024Q4: 2,752,318 shares; 2025Q1: 2,557,985 shares; 2025Q2: 2,507,408 shares; 2025Q3: 2,467,102 shares; 2025Q4: 2,362,355 shares; 2026Q1: 2,568,121 shares; 2026Q2: 2,527,684 shares 2,527,684 $73.2M 0.96% -40,437 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: 54,818 shares; 2024Q4: 54,716 shares; 2025Q1: 93,869 shares; 2025Q2: 175,403 shares; 2025Q3: 175,611 shares; 2025Q4: 163,722 shares; 2026Q1: 174,787 shares; 2026Q2: 190,730 shares 190,730 $70.6M 0.93% +15,943 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,668,984 shares; 2024Q4: 1,795,892 shares; 2025Q1: 1,884,697 shares; 2025Q2: 1,948,730 shares; 2025Q3: 1,973,233 shares; 2025Q4: 1,894,274 shares; 2026Q1: 1,945,954 shares; 2026Q2: 2,053,250 shares 2,053,250 $62.6M 0.82% +107,296 Timeline JIRE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 279,227 shares; 2024Q4: 313,527 shares; 2025Q1: 421,219 shares; 2025Q2: 485,913 shares; 2025Q3: 551,912 shares; 2025Q4: 629,076 shares; 2026Q1: 713,966 shares; 2026Q2: 745,277 shares 745,277 $61.5M 0.81% +31,311 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: 100,796 shares; 2024Q4: 99,490 shares; 2025Q1: 230,078 shares; 2025Q2: 363,535 shares; 2025Q3: 354,955 shares; 2025Q4: 316,479 shares; 2026Q1: 268,182 shares; 2026Q2: 253,901 shares 253,901 $55.7M 0.73% -14,281 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: 170,327 shares; 2024Q4: 171,916 shares; 2025Q1: 172,060 shares; 2025Q2: 173,120 shares; 2025Q3: 167,995 shares; 2025Q4: 177,430 shares; 2026Q1: 169,804 shares; 2026Q2: 175,697 shares 175,697 $50.8M 0.67% +5,893 Timeline ITM 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: 79,052 shares; 2024Q4: 83,191 shares; 2025Q1: 10,289 shares; 2025Q2: 15,554 shares; 2025Q3: 15,550 shares; 2025Q4: 14,744 shares; 2026Q1: 1,053,510 shares; 2026Q2: 1,055,190 shares 1,055,190 $49.6M 0.65% +1,680 Timeline IGLB 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: 924,345 shares; 2026Q2: 959,773 shares 959,773 $48M 0.63% +35,428 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: 1,108,066 shares; 2024Q4: 1,124,699 shares; 2025Q1: 802,166 shares; 2025Q2: 697,556 shares; 2025Q3: 604,115 shares; 2025Q4: 582,008 shares; 2026Q1: 535,118 shares; 2026Q2: 436,441 shares 436,441 $47M 0.62% -98,677 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: 61,228 shares; 2025Q1: 1,982,348 shares; 2025Q2: 2,104,713 shares; 2025Q3: 2,202,667 shares; 2025Q4: 2,301,510 shares; 2026Q1: 1,673,925 shares; 2026Q2: 1,678,899 shares 1,678,899 $42.7M 0.56% +4,974 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: 891,996 shares; 2024Q4: 872,839 shares; 2025Q1: 785,755 shares; 2025Q2: 693,107 shares; 2025Q3: 649,052 shares; 2025Q4: 610,320 shares; 2026Q1: 584,263 shares; 2026Q2: 504,998 shares 504,998 $41.8M 0.55% -79,265 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: 1,531,459 shares; 2024Q4: 1,479,291 shares; 2025Q1: 1,430,766 shares; 2025Q2: 1,362,512 shares; 2025Q3: 1,283,535 shares; 2025Q4: 1,241,726 shares; 2026Q1: 1,184,794 shares; 2026Q2: 1,120,817 shares 1,120,817 $41.3M 0.54% -63,977 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 266,109 shares; 2024Q4: 251,227 shares; 2025Q1: 204,727 shares; 2025Q2: 187,654 shares; 2025Q3: 171,625 shares; 2025Q4: 161,053 shares; 2026Q1: 150,522 shares; 2026Q2: 134,581 shares 134,581 $39.1M 0.51% -15,941 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: 90,261 shares; 2024Q4: 89,690 shares; 2025Q1: 80,333 shares; 2025Q2: 74,434 shares; 2025Q3: 70,662 shares; 2025Q4: 67,368 shares; 2026Q1: 60,105 shares; 2026Q2: 50,970 shares 50,970 $38.2M 0.5% -9,135 Timeline SHM 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: 1,598,351 shares; 2024Q4: 1,716,126 shares; 2025Q1: 1,508,867 shares; 2025Q2: 1,545,071 shares; 2025Q3: 1,635,215 shares; 2025Q4: 1,716,083 shares; 2026Q1: 744,272 shares; 2026Q2: 749,168 shares 749,168 $35.9M 0.47% +4,896 Timeline CWI 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: 1,205,859 shares; 2024Q4: 1,214,136 shares; 2025Q1: 1,188,221 shares; 2025Q2: 1,148,042 shares; 2025Q3: 1,129,698 shares; 2025Q4: 1,073,903 shares; 2026Q1: 879,999 shares; 2026Q2: 861,432 shares 861,432 $35M 0.46% -18,567 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: 36,763 shares; 2024Q4: 36,918 shares; 2025Q1: 38,892 shares; 2025Q2: 61,494 shares; 2025Q3: 59,909 shares; 2025Q4: 63,977 shares; 2026Q1: 74,048 shares; 2026Q2: 86,519 shares 86,519 $32.3M 0.42% +12,471 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: 559,693 shares; 2024Q4: 2,217,000 shares; 2025Q1: 2,127,611 shares; 2025Q2: 2,095,181 shares; 2025Q3: 1,597,106 shares; 2025Q4: 1,565,180 shares; 2026Q1: 1,261,695 shares; 2026Q2: 931,425 shares 931,425 $31.5M 0.41% -330,270 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: 61,786 shares; 2024Q4: 111,081 shares; 2025Q1: 201,116 shares; 2025Q2: 827,634 shares; 2025Q3: 827,667 shares; 2025Q4: 762,910 shares; 2026Q1: 966,196 shares; 2026Q2: 858,257 shares 858,257 $31M 0.41% -107,939 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: 258,038 shares; 2024Q4: 257,029 shares; 2025Q1: 228,176 shares; 2025Q2: 253,498 shares; 2025Q3: 249,326 shares; 2025Q4: 250,606 shares; 2026Q1: 291,331 shares; 2026Q2: 346,950 shares 346,950 $29.1M 0.38% +55,619 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: 300,185 shares; 2024Q4: 284,657 shares; 2025Q1: 172,256 shares; 2025Q2: 167,265 shares; 2025Q3: 163,314 shares; 2025Q4: 162,679 shares; 2026Q1: 178,068 shares; 2026Q2: 176,843 shares 176,843 $26.2M 0.34% -1,225 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: 367,143 shares; 2024Q4: 361,193 shares; 2025Q1: 372,669 shares; 2025Q2: 374,000 shares; 2025Q3: 367,188 shares; 2025Q4: 352,513 shares; 2026Q1: 351,128 shares; 2026Q2: 331,823 shares 331,823 $24.9M 0.33% -19,305 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 338,008 shares; 2024Q4: 527,965 shares; 2025Q1: 670,114 shares; 2025Q2: 747,142 shares; 2025Q3: 1,020,998 shares; 2025Q4: 1,059,220 shares; 2026Q1: 1,140,456 shares; 2026Q2: 1,020,698 shares 1,020,698 $23.4M 0.31% -119,758 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: 304,277 shares; 2024Q4: 893,666 shares; 2025Q1: 774,249 shares; 2025Q2: 761,893 shares; 2025Q3: 719,858 shares; 2025Q4: 697,653 shares; 2026Q1: 681,403 shares; 2026Q2: 661,485 shares 661,485 $23M 0.3% -19,918 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: 351,993 shares; 2024Q4: 389,581 shares; 2025Q1: 371,461 shares; 2025Q2: 395,637 shares; 2025Q3: 386,496 shares; 2025Q4: 462,390 shares; 2026Q1: 511,534 shares; 2026Q2: 442,803 shares 442,803 $22.6M 0.3% -68,731 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: 64,360 shares; 2024Q4: 70,463 shares; 2025Q1: 77,902 shares; 2025Q2: 62,878 shares; 2025Q3: 69,111 shares; 2025Q4: 65,303 shares; 2026Q1: 69,072 shares; 2026Q2: 112,309 shares 112,309 $22.5M 0.3% +43,237 Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 104,207 shares; 2024Q4: 263,530 shares; 2025Q1: 373,267 shares; 2025Q2: 446,695 shares; 2025Q3: 617,825 shares; 2025Q4: 690,823 shares; 2026Q1: 941,755 shares; 2026Q2: 980,870 shares 980,870 $21.9M 0.29% +39,115 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 503,235 shares; 2024Q4: 1,047,541 shares; 2025Q1: 1,019,167 shares; 2025Q2: 990,638 shares; 2025Q3: 1,004,082 shares; 2025Q4: 935,914 shares; 2026Q1: 905,026 shares; 2026Q2: 872,446 shares 872,446 $20.2M 0.27% -32,580 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65,846 shares; 2024Q4: 64,070 shares; 2025Q1: 829,212 shares; 2025Q2: 708,484 shares; 2025Q3: 643,138 shares; 2025Q4: 595,065 shares; 2026Q1: 490,423 shares; 2026Q2: 385,398 shares 385,398 $19.1M 0.25% -105,025 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: 446,482 shares; 2024Q4: 918,066 shares; 2025Q1: 721,477 shares; 2025Q2: 653,755 shares; 2025Q3: 650,755 shares; 2025Q4: 642,809 shares; 2026Q1: 657,658 shares; 2026Q2: 671,323 shares 671,323 $18.6M 0.24% +13,665 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: 28,882 shares; 2024Q4: 28,789 shares; 2025Q1: 29,658 shares; 2025Q2: 29,375 shares; 2025Q3: 26,476 shares; 2025Q4: 26,383 shares; 2026Q1: 25,086 shares; 2026Q2: 24,402 shares 24,402 $18.2M 0.24% -684 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: 356,341 shares; 2024Q4: 355,622 shares; 2025Q1: 381,892 shares; 2025Q2: 383,556 shares; 2025Q3: 406,685 shares; 2025Q4: 442,921 shares; 2026Q1: 362,063 shares; 2026Q2: 356,830 shares 356,830 $18M 0.24% -5,233 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,582 shares; 2024Q4: 33,582 shares; 2025Q1: 33,418 shares; 2025Q2: 33,691 shares; 2025Q3: 33,697 shares; 2025Q4: 33,501 shares; 2026Q1: 33,501 shares; 2026Q2: 33,501 shares 33,501 $16.6M 0.22% 0 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: 26,826 shares; 2024Q4: 27,313 shares; 2025Q1: 25,871 shares; 2025Q2: 25,336 shares; 2025Q3: 24,322 shares; 2025Q4: 29,669 shares; 2026Q1: 26,205 shares; 2026Q2: 114,888 shares 114,888 $14.3M 0.19% +88,683 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: 30,418 shares; 2024Q4: 31,039 shares; 2025Q1: 29,612 shares; 2025Q2: 29,546 shares; 2025Q3: 29,501 shares; 2025Q4: 29,525 shares; 2026Q1: 30,375 shares; 2026Q2: 58,475 shares 58,475 $13.8M 0.18% +28,100 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: 318,526 shares; 2024Q4: 313,234 shares; 2025Q1: 279,277 shares; 2025Q2: 248,417 shares; 2025Q3: 218,086 shares; 2025Q4: 204,180 shares; 2026Q1: 181,603 shares; 2026Q2: 141,607 shares 141,607 $13.5M 0.18% -39,996 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: 146,563 shares; 2024Q4: 133,456 shares; 2025Q1: 120,555 shares; 2025Q2: 113,376 shares; 2025Q3: 98,185 shares; 2025Q4: 91,509 shares; 2026Q1: 84,641 shares; 2026Q2: 78,034 shares 78,034 $12.8M 0.17% -6,607 Timeline TFI 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: 1,710,414 shares; 2024Q4: 1,770,019 shares; 2025Q1: 424,225 shares; 2025Q2: 370,864 shares; 2025Q3: 285,600 shares; 2025Q4: 278,259 shares; 2026Q1: 267,577 shares; 2026Q2: 271,971 shares 271,971 $12.5M 0.16% +4,394 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: 137,164 shares; 2024Q4: 175,805 shares; 2025Q1: 153,216 shares; 2025Q2: 195,176 shares; 2025Q3: 196,844 shares; 2025Q4: 193,969 shares; 2026Q1: 242,675 shares; 2026Q2: 245,506 shares 245,506 $12.4M 0.16% +2,831 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: 1,005,918 shares; 2024Q4: 959,416 shares; 2025Q1: 149,871 shares; 2025Q2: 135,719 shares; 2025Q3: 129,356 shares; 2025Q4: 125,160 shares; 2026Q1: 104,972 shares; 2026Q2: 123,521 shares 123,521 $12.2M 0.16% +18,549 Timeline IGEB 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: 611,374 shares; 2025Q2: 519,201 shares; 2025Q3: 472,927 shares; 2025Q4: 414,739 shares; 2026Q1: 327,825 shares; 2026Q2: 255,722 shares 255,722 $11.5M 0.15% -72,103 Timeline SUSL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 70,994 shares; 2024Q4: 71,585 shares; 2025Q1: 81,786 shares; 2025Q2: 80,013 shares; 2025Q3: 81,004 shares; 2025Q4: 83,118 shares; 2026Q1: 82,341 shares; 2026Q2: 86,464 shares 86,464 $11.5M 0.15% +4,123 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,705 shares; 2026Q2: 51,736 shares 51,736 $11.3M 0.15% +31,031 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: 65,680 shares; 2024Q4: 56,676 shares; 2025Q1: 68,077 shares; 2025Q2: 85,544 shares; 2025Q3: 147,232 shares; 2025Q4: 165,517 shares; 2026Q1: 192,029 shares; 2026Q2: 195,345 shares 195,345 $11.3M 0.15% +3,316 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: 22,355 shares; 2024Q4: 24,470 shares; 2025Q1: 25,758 shares; 2025Q2: 26,367 shares; 2025Q3: 25,790 shares; 2025Q4: 31,615 shares; 2026Q1: 27,942 shares; 2026Q2: 30,069 shares 30,069 $10.7M 0.14% +2,127 Timeline IBTI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 91,089 shares; 2024Q4: 108,069 shares; 2025Q1: 176,515 shares; 2025Q2: 205,773 shares; 2025Q3: 279,196 shares; 2025Q4: 310,219 shares; 2026Q1: 387,821 shares; 2026Q2: 467,062 shares 467,062 $10.3M 0.14% +79,241 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: 82,567 shares; 2024Q4: 86,076 shares; 2025Q1: 71,960 shares; 2025Q2: 37,510 shares; 2025Q3: 38,300 shares; 2025Q4: 40,742 shares; 2026Q1: 43,655 shares; 2026Q2: 42,890 shares 42,890 $10.2M 0.13% -765 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 76,679 shares; 2024Q4: 76,683 shares; 2025Q1: 66,447 shares; 2025Q2: 66,230 shares; 2025Q3: 66,089 shares; 2025Q4: 66,091 shares; 2026Q1: 65,729 shares; 2026Q2: 65,731 shares 65,731 $10M 0.13% +2 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 67,940 shares; 2024Q4: 68,601 shares; 2025Q1: 160,030 shares; 2025Q2: 158,301 shares; 2025Q3: 173,219 shares; 2025Q4: 187,550 shares; 2026Q1: 190,950 shares; 2026Q2: 208,970 shares 208,970 $9.91M 0.13% +18,020 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 376,398 shares; 2025Q2: 282,180 shares; 2025Q3: 250,888 shares; 2025Q4: 227,676 shares; 2026Q1: 184,327 shares; 2026Q2: 140,601 shares 140,601 $9.56M 0.13% -43,726 Timeline MLN 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: 13,953 shares; 2025Q1: 131,091 shares; 2025Q2: 420,049 shares; 2025Q3: 504,544 shares; 2025Q4: 527,206 shares; 2026Q1: 463,266 shares; 2026Q2: 508,751 shares 508,751 $9.05M 0.12% +45,485 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: 129,924 shares; 2024Q4: 120,324 shares; 2025Q1: 112,098 shares; 2025Q2: 117,608 shares; 2025Q3: 109,471 shares; 2025Q4: 108,989 shares; 2026Q1: 111,752 shares; 2026Q2: 111,596 shares 111,596 $8.61M 0.11% -156 Timeline IEI 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: 175,865 shares; 2025Q2: 148,667 shares; 2025Q3: 134,619 shares; 2025Q4: 118,110 shares; 2026Q1: 92,800 shares; 2026Q2: 72,420 shares 72,420 $8.51M 0.11% -20,380 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 109,322 shares; 2024Q4: 125,542 shares; 2025Q1: 146,155 shares; 2025Q2: 178,281 shares; 2025Q3: 243,334 shares; 2025Q4: 263,724 shares; 2026Q1: 309,783 shares; 2026Q2: 341,342 shares 341,342 $8.27M 0.11% +31,559 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: 13,554 shares; 2024Q4: 13,860 shares; 2025Q1: 13,618 shares; 2025Q2: 13,838 shares; 2025Q3: 13,974 shares; 2025Q4: 13,847 shares; 2026Q1: 13,847 shares; 2026Q2: 96,003 shares 96,003 $8.27M 0.11% +82,156 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: 17,300 shares; 2024Q4: 18,500 shares; 2025Q1: 12,935 shares; 2025Q2: 13,221 shares; 2025Q3: 10,898 shares; 2025Q4: 12,116 shares; 2026Q1: 27,554 shares; 2026Q2: 32,127 shares 32,127 $8.16M 0.11% +4,573 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: 17,448 shares; 2024Q4: 19,067 shares; 2025Q1: 17,373 shares; 2025Q2: 20,548 shares; 2025Q3: 23,619 shares; 2025Q4: 33,693 shares; 2026Q1: 72,932 shares; 2026Q2: 71,137 shares 71,137 $8.06M 0.11% -1,795 Timeline IBMP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 101,869 shares; 2024Q4: 133,112 shares; 2025Q1: 158,745 shares; 2025Q2: 202,026 shares; 2025Q3: 193,961 shares; 2025Q4: 209,257 shares; 2026Q1: 277,875 shares; 2026Q2: 309,899 shares 309,899 $7.88M 0.1% +32,024 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI 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: 18,000 shares 18,000 $7.88M 0.1% 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: 11,793 shares; 2024Q4: 11,873 shares; 2025Q1: 14,399 shares; 2025Q2: 19,340 shares; 2025Q3: 16,163 shares; 2025Q4: 18,670 shares; 2026Q1: 20,776 shares; 2026Q2: 23,541 shares 23,541 $7.71M 0.1% +2,765 Timeline IBMQ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 127,261 shares; 2024Q4: 163,039 shares; 2025Q1: 172,701 shares; 2025Q2: 181,110 shares; 2025Q3: 229,069 shares; 2025Q4: 235,741 shares; 2026Q1: 272,183 shares; 2026Q2: 298,060 shares 298,060 $7.62M 0.1% +25,877 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 64,097 shares; 2024Q4: 63,178 shares; 2025Q1: 59,030 shares; 2025Q2: 160,686 shares; 2025Q3: 161,003 shares; 2025Q4: 151,826 shares; 2026Q1: 194,973 shares; 2026Q2: 199,126 shares 199,126 $7.22M 0.09% +4,153 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: 32,604 shares; 2024Q4: 38,440 shares; 2025Q1: 32,719 shares; 2025Q2: 23,181 shares; 2025Q3: 19,159 shares; 2025Q4: 30,002 shares; 2026Q1: 57,550 shares; 2026Q2: 88,795 shares 88,795 $7.22M 0.09% +31,245 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 32,809 shares; 2026Q2: 32,036 shares 32,036 $7.17M 0.09% -773 Timeline IBMO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 101,257 shares; 2024Q4: 116,763 shares; 2025Q1: 144,392 shares; 2025Q2: 181,579 shares; 2025Q3: 183,737 shares; 2025Q4: 195,621 shares; 2026Q1: 231,642 shares; 2026Q2: 269,719 shares 269,719 $6.92M 0.09% +38,077 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: 25,465 shares; 2024Q4: 31,007 shares; 2025Q1: 30,456 shares; 2025Q2: 34,996 shares; 2025Q3: 32,447 shares; 2025Q4: 45,265 shares; 2026Q1: 44,616 shares; 2026Q2: 50,553 shares 50,553 $6.91M 0.09% +5,937 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: 21,693 shares; 2024Q4: 21,586 shares; 2025Q1: 21,509 shares; 2025Q2: 24,562 shares; 2025Q3: 25,160 shares; 2025Q4: 22,012 shares; 2026Q1: 22,450 shares; 2026Q2: 26,716 shares 26,716 $6.72M 0.09% +4,266 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 68,717 shares; 2024Q4: 64,480 shares; 2025Q1: 61,203 shares; 2025Q2: 57,958 shares; 2025Q3: 55,006 shares; 2025Q4: 59,068 shares; 2026Q1: 52,828 shares; 2026Q2: 27,593 shares 27,593 $6.69M 0.09% -25,235 Timeline IBMR 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: 71,010 shares; 2025Q1: 83,819 shares; 2025Q2: 125,777 shares; 2025Q3: 133,388 shares; 2025Q4: 153,627 shares; 2026Q1: 220,754 shares; 2026Q2: 250,503 shares 250,503 $6.36M 0.08% +29,749 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61,887 shares; 2024Q4: 106,654 shares; 2025Q1: 117,825 shares; 2025Q2: 137,467 shares; 2025Q3: 145,525 shares; 2025Q4: 153,888 shares; 2026Q1: 201,097 shares; 2026Q2: 262,033 shares 262,033 $6.35M 0.08% +60,936 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: 46,233 shares; 2024Q4: 47,212 shares; 2025Q1: 33,324 shares; 2025Q2: 39,333 shares; 2025Q3: 29,575 shares; 2025Q4: 33,108 shares; 2026Q1: 34,432 shares; 2026Q2: 42,352 shares 42,352 $6.21M 0.08% +7,920 Timeline HYG 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: 175,434 shares; 2025Q2: 149,699 shares; 2025Q3: 135,574 shares; 2025Q4: 123,286 shares; 2026Q1: 97,322 shares; 2026Q2: 76,999 shares 76,999 $6.16M 0.08% -20,323 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: 14,764 shares; 2024Q4: 11,647 shares; 2025Q1: 13,087 shares; 2025Q2: 12,261 shares; 2025Q3: 12,041 shares; 2025Q4: 27,465 shares; 2026Q1: 30,763 shares; 2026Q2: 44,069 shares 44,069 $6.15M 0.08% +13,306 Timeline FSS FEDERAL SIGNAL CORP More: the full row for FEDERAL SIGNAL 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: 47,375 shares 47,375 $6.09M 0.08% new Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,606 shares; 2024Q4: 42,194 shares; 2025Q1: 50,674 shares; 2025Q2: 49,116 shares; 2025Q3: 49,849 shares; 2025Q4: 52,095 shares; 2026Q1: 52,188 shares; 2026Q2: 57,267 shares 57,267 $5.89M 0.08% +5,079 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,989 shares; 2024Q4: 12,423 shares; 2025Q1: 156,991 shares; 2025Q2: 134,274 shares; 2025Q3: 122,106 shares; 2025Q4: 99,542 shares; 2026Q1: 78,022 shares; 2026Q2: 61,124 shares 61,124 $5.78M 0.08% -16,898 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 48,282 shares 48,282 $5.77M 0.08% new Timeline SCHP 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: 113,169 shares; 2024Q4: 233,859 shares; 2025Q1: 235,664 shares; 2025Q2: 225,788 shares; 2025Q3: 223,966 shares; 2025Q4: 213,893 shares; 2026Q1: 220,447 shares; 2026Q2: 215,543 shares 215,543 $5.71M 0.08% -4,904 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 82,312 shares; 2024Q4: 169,094 shares; 2025Q1: 167,735 shares; 2025Q2: 161,559 shares; 2025Q3: 161,562 shares; 2025Q4: 153,091 shares; 2026Q1: 245,030 shares; 2026Q2: 234,582 shares 234,582 $5.66M 0.07% -10,448 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: 24,810 shares; 2024Q4: 26,835 shares; 2025Q1: 25,045 shares; 2025Q2: 20,555 shares; 2025Q3: 33,969 shares; 2025Q4: 35,206 shares; 2026Q1: 34,211 shares; 2026Q2: 43,828 shares 43,828 $5.63M 0.07% +9,617 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59,708 shares; 2024Q4: 71,510 shares; 2025Q1: 87,731 shares; 2025Q2: 97,990 shares; 2025Q3: 127,052 shares; 2025Q4: 135,438 shares; 2026Q1: 168,052 shares; 2026Q2: 222,717 shares 222,717 $5.62M 0.07% +54,665 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 67,632 shares; 2025Q2: 87,599 shares; 2025Q3: 78,744 shares; 2025Q4: 74,815 shares; 2026Q1: 52,953 shares; 2026Q2: 48,467 shares 48,467 $5.16M 0.07% -4,486 Timeline IBTJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,999 shares; 2024Q4: 60,610 shares; 2025Q1: 126,863 shares; 2025Q2: 166,053 shares; 2025Q3: 162,825 shares; 2025Q4: 176,707 shares; 2026Q1: 243,010 shares; 2026Q2: 237,720 shares 237,720 $5.15M 0.07% -5,290 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: 14,150 shares; 2024Q4: 10,205 shares; 2025Q1: 12,974 shares; 2025Q2: not reported; 2025Q3: 11,737 shares; 2025Q4: 19,355 shares; 2026Q1: 29,412 shares; 2026Q2: 43,176 shares 43,176 $5.07M 0.07% +13,764 Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 75,433 shares; 2025Q1: 81,507 shares; 2025Q2: 89,988 shares; 2025Q3: 106,354 shares; 2025Q4: 106,192 shares; 2026Q1: 140,902 shares; 2026Q2: 214,164 shares 214,164 $4.96M 0.07% +73,262 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: 29,292 shares; 2024Q4: 26,175 shares; 2025Q1: 26,030 shares; 2025Q2: 24,259 shares; 2025Q3: 24,307 shares; 2025Q4: 23,144 shares; 2026Q1: 26,222 shares; 2026Q2: 22,533 shares 22,533 $4.91M 0.06% -3,689 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: 13,701 shares; 2024Q4: 15,090 shares; 2025Q1: 13,823 shares; 2025Q2: 13,824 shares; 2025Q3: 14,779 shares; 2025Q4: 13,768 shares; 2026Q1: 13,141 shares; 2026Q2: 13,751 shares 13,751 $4.86M 0.06% +610 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,465 shares; 2026Q2: 12,243 shares 12,243 $4.62M 0.06% +778 Timeline IBTK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,204 shares; 2024Q4: 17,705 shares; 2025Q1: 38,811 shares; 2025Q2: 82,180 shares; 2025Q3: 133,693 shares; 2025Q4: 147,579 shares; 2026Q1: 218,396 shares; 2026Q2: 234,846 shares 234,846 $4.59M 0.06% +16,450 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 97,974 shares; 2024Q4: 98,546 shares; 2025Q1: 98,814 shares; 2025Q2: 99,808 shares; 2025Q3: 99,231 shares; 2025Q4: 99,231 shares; 2026Q1: 99,702 shares; 2026Q2: 104,931 shares 104,931 $4.34M 0.06% +5,229 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,880 shares; 2024Q4: 16,929 shares; 2025Q1: 17,430 shares; 2025Q2: 16,848 shares; 2025Q3: 16,464 shares; 2025Q4: 16,490 shares; 2026Q1: 16,521 shares; 2026Q2: 17,182 shares 17,182 $4.27M 0.06% +661 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: 1,763,827 shares; 2024Q4: 1,927,481 shares; 2025Q1: 1,738,592 shares; 2025Q2: 1,835,873 shares; 2025Q3: 1,930,664 shares; 2025Q4: 2,035,841 shares; 2026Q1: 55,000 shares; 2026Q2: 43,872 shares 43,872 $4.1M 0.05% -11,128 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: 39,734 shares; 2024Q4: 139,457 shares; 2025Q1: 127,185 shares; 2025Q2: 123,243 shares; 2025Q3: 125,288 shares; 2025Q4: 127,718 shares; 2026Q1: 134,052 shares; 2026Q2: 135,525 shares 135,525 $3.99M 0.05% +1,473 Timeline IBMS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,823 shares; 2024Q4: 38,063 shares; 2025Q1: 44,218 shares; 2025Q2: 48,968 shares; 2025Q3: 100,096 shares; 2025Q4: 104,099 shares; 2026Q1: 140,732 shares; 2026Q2: 151,422 shares 151,422 $3.92M 0.05% +10,690 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,503 shares; 2024Q4: 12,830 shares; 2025Q1: 13,358 shares; 2025Q2: 12,321 shares; 2025Q3: 12,082 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 17,529 shares 17,529 $3.91M 0.05% new Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,044 shares; 2025Q3: 19,492 shares; 2025Q4: 19,492 shares; 2026Q1: 19,603 shares; 2026Q2: 22,055 shares 22,055 $3.9M 0.05% +2,452 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: 39,816 shares; 2024Q4: 33,493 shares; 2025Q1: 26,913 shares; 2025Q2: 27,002 shares; 2025Q3: 26,833 shares; 2025Q4: 27,701 shares; 2026Q1: 19,599 shares; 2026Q2: 12,759 shares 12,759 $3.83M 0.05% -6,840 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,075 shares; 2026Q2: 12,591 shares 12,591 $3.82M 0.05% +516 Timeline VTEC VANGUARD CALIF TAX FREE FDS More: the full row for VANGUARD CALIF TAX FREE 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: 37,566 shares 37,566 $3.78M 0.05% new Timeline IBDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,470 shares; 2024Q4: 51,847 shares; 2025Q1: 55,287 shares; 2025Q2: 49,942 shares; 2025Q3: 82,418 shares; 2025Q4: 81,618 shares; 2026Q1: 112,363 shares; 2026Q2: 173,151 shares 173,151 $3.77M 0.05% +60,788 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: 12,777 shares; 2024Q4: 14,257 shares; 2025Q1: 11,993 shares; 2025Q2: 11,630 shares; 2025Q3: 12,051 shares; 2025Q4: 14,194 shares; 2026Q1: 13,839 shares; 2026Q2: 22,598 shares 22,598 $3.75M 0.05% +8,759 Timeline SHYM BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 297,380 shares; 2025Q2: 262,371 shares; 2025Q3: 216,599 shares; 2025Q4: 210,267 shares; 2026Q1: 176,776 shares; 2026Q2: 154,176 shares 154,176 $3.46M 0.05% -22,600 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: 11,188 shares; 2026Q1: 11,052 shares; 2026Q2: 13,372 shares 13,372 $3.42M 0.04% +2,320 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: 13,972 shares; 2025Q1: 13,995 shares; 2025Q2: 15,158 shares; 2025Q3: 12,813 shares; 2025Q4: 14,874 shares; 2026Q1: 14,505 shares; 2026Q2: 17,900 shares 17,900 $3.4M 0.04% +3,395 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 29,353 shares; 2025Q3: 43,132 shares; 2025Q4: 44,378 shares; 2026Q1: 66,811 shares; 2026Q2: 66,594 shares 66,594 $3.37M 0.04% -217 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27,629 shares; 2025Q3: 25,776 shares; 2025Q4: 25,416 shares; 2026Q1: 24,038 shares; 2026Q2: 23,706 shares 23,706 $3.36M 0.04% -332 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 393,302 shares; 2024Q4: 385,318 shares; 2025Q1: 139,906 shares; 2025Q2: 120,566 shares; 2025Q3: 103,211 shares; 2025Q4: 107,281 shares; 2026Q1: 76,526 shares; 2026Q2: 65,251 shares 65,251 $3.35M 0.04% -11,275 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: 32,022 shares; 2024Q4: 32,039 shares; 2025Q1: 37,567 shares; 2025Q2: 30,549 shares; 2025Q3: 31,551 shares; 2025Q4: 39,305 shares; 2026Q1: 52,002 shares; 2026Q2: 57,576 shares 57,576 $3.28M 0.04% +5,574 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: 25,906 shares; 2024Q4: 22,098 shares; 2025Q1: 23,302 shares; 2025Q2: 42,678 shares; 2025Q3: 41,978 shares; 2025Q4: 39,703 shares; 2026Q1: 40,003 shares; 2026Q2: 42,021 shares 42,021 $3.18M 0.04% +2,018 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 379,132 shares; 2024Q4: 371,433 shares; 2025Q1: 324,348 shares; 2025Q2: 289,674 shares; 2025Q3: 267,217 shares; 2025Q4: 245,911 shares; 2026Q1: 189,239 shares; 2026Q2: 139,532 shares 139,532 $3.18M 0.04% -49,707 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,009 shares 11,009 $3.1M 0.04% new 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: 39,761 shares; 2024Q4: 40,512 shares; 2025Q1: 39,771 shares; 2025Q2: 39,592 shares; 2025Q3: 38,504 shares; 2025Q4: 36,265 shares; 2026Q1: 36,265 shares; 2026Q2: 34,150 shares 34,150 $3.02M 0.04% -2,115 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,806 shares 10,806 $2.92M 0.04% new Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,539 shares; 2024Q4: 55,684 shares; 2025Q1: 54,140 shares; 2025Q2: 53,036 shares; 2025Q3: 52,259 shares; 2025Q4: 52,259 shares; 2026Q1: 49,959 shares; 2026Q2: 48,688 shares 48,688 $2.75M 0.04% -1,271 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: 51,273 shares; 2024Q4: 51,273 shares; 2025Q1: 36,125 shares; 2025Q2: 36,157 shares; 2025Q3: 35,972 shares; 2025Q4: 40,014 shares; 2026Q1: 39,564 shares; 2026Q2: 39,392 shares 39,392 $2.69M 0.04% -172 Timeline HYD 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: 38,606 shares; 2025Q3: 87,373 shares; 2025Q4: 104,445 shares; 2026Q1: 63,082 shares; 2026Q2: 51,704 shares 51,704 $2.66M 0.04% -11,378 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,300 shares; 2024Q4: 37,852 shares; 2025Q1: 33,827 shares; 2025Q2: 35,030 shares; 2025Q3: 29,839 shares; 2025Q4: 33,308 shares; 2026Q1: 34,785 shares; 2026Q2: 29,534 shares 29,534 $2.59M 0.03% -5,251 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,940 shares; 2024Q4: 18,595 shares; 2025Q1: 18,595 shares; 2025Q2: 19,989 shares; 2025Q3: 16,656 shares; 2025Q4: 16,656 shares; 2026Q1: 16,656 shares; 2026Q2: 16,467 shares 16,467 $2.57M 0.03% -189 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,771 shares; 2024Q4: 50,139 shares; 2025Q1: 51,644 shares; 2025Q2: 49,769 shares; 2025Q3: 48,688 shares; 2025Q4: 52,846 shares; 2026Q1: 52,338 shares; 2026Q2: 54,367 shares 54,367 $2.53M 0.03% +2,029 Timeline BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 46,387 shares; 2025Q4: 62,850 shares; 2026Q1: 76,693 shares; 2026Q2: 78,459 shares 78,459 $2.5M 0.03% +1,766 Timeline VPL 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: 24,536 shares; 2024Q4: 24,759 shares; 2025Q1: 24,760 shares; 2025Q2: 24,538 shares; 2025Q3: 24,538 shares; 2025Q4: 21,574 shares; 2026Q1: 21,574 shares; 2026Q2: 21,574 shares 21,574 $2.5M 0.03% 0 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,197 shares; 2026Q1: 21,506 shares; 2026Q2: 23,470 shares 23,470 $2.44M 0.03% +1,964 Timeline JGRO 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: 32,894 shares; 2025Q3: 30,975 shares; 2025Q4: 30,565 shares; 2026Q1: 28,426 shares; 2026Q2: 24,163 shares 24,163 $2.38M 0.03% -4,263 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 26,842 shares 26,842 $2.36M 0.03% new Timeline BGRN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,572 shares; 2024Q4: 16,699 shares; 2025Q1: 39,533 shares; 2025Q2: 39,105 shares; 2025Q3: 43,123 shares; 2025Q4: 46,695 shares; 2026Q1: 46,842 shares; 2026Q2: 48,578 shares 48,578 $2.31M 0.03% +1,736 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,044 shares; 2024Q4: 17,049 shares; 2025Q1: 17,215 shares; 2025Q2: 16,854 shares; 2025Q3: 16,769 shares; 2025Q4: 16,575 shares; 2026Q1: 16,575 shares; 2026Q2: 82,875 shares 82,875 $2.27M 0.03% +66,300 Timeline AGGY WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,820 shares; 2024Q4: 43,548 shares; 2025Q1: 34,080 shares; 2025Q2: 46,222 shares; 2025Q3: 50,360 shares; 2025Q4: 50,360 shares; 2026Q1: 51,439 shares; 2026Q2: 51,718 shares 51,718 $2.25M 0.03% +279 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,019 shares; 2024Q4: 26,921 shares; 2025Q1: 27,631 shares; 2025Q2: 27,116 shares; 2025Q3: 25,496 shares; 2025Q4: 24,710 shares; 2026Q1: 25,581 shares; 2026Q2: 22,493 shares 22,493 $2.2M 0.03% -3,088 Timeline IBDW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,793 shares; 2024Q4: 48,532 shares; 2025Q1: 53,892 shares; 2025Q2: 49,191 shares; 2025Q3: 54,722 shares; 2025Q4: 51,953 shares; 2026Q1: 93,851 shares; 2026Q2: 101,818 shares 101,818 $2.12M 0.03% +7,967 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,329 shares; 2024Q4: 30,563 shares; 2025Q1: 34,970 shares; 2025Q2: 33,189 shares; 2025Q3: 33,502 shares; 2025Q4: 35,012 shares; 2026Q1: 35,119 shares; 2026Q2: 37,727 shares 37,727 $2.11M 0.03% +2,608 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 51,904 shares 51,904 $2.11M 0.03% new Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,219 shares; 2026Q2: 16,596 shares 16,596 $2.1M 0.03% +1,377 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: 30,539 shares; 2024Q4: 34,096 shares; 2025Q1: 30,528 shares; 2025Q2: 29,022 shares; 2025Q3: 28,825 shares; 2025Q4: 28,727 shares; 2026Q1: 30,602 shares; 2026Q2: 19,968 shares 19,968 $2.07M 0.03% -10,634 Timeline SBAC SBA COMMUNICATIONS CORP More: the full row for SBA COMMUNICATIONS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,559 shares; 2024Q4: 11,559 shares; 2025Q1: 11,559 shares; 2025Q2: 11,559 shares; 2025Q3: 11,568 shares; 2025Q4: 11,697 shares; 2026Q1: 11,697 shares; 2026Q2: 11,697 shares 11,697 $2.06M 0.03% 0 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,974 shares 13,974 $2M 0.03% new Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,622 shares; 2024Q4: 12,226 shares; 2025Q1: not reported; 2025Q2: 10,332 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,791 shares; 2026Q2: 14,768 shares 14,768 $2M 0.03% +1,977 Timeline C CITIGROUP INC More: the full row for CITIGROUP 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: 10,157 shares; 2026Q1: not reported; 2026Q2: 13,879 shares 13,879 $1.94M 0.03% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 21,026 shares 21,026 $1.85M 0.02% new Timeline USCI UNITED STS COMMODITY INDEX F More: the full row for UNITED STS COMMODITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,031 shares; 2024Q4: 20,031 shares; 2025Q1: 20,031 shares; 2025Q2: 20,031 shares; 2025Q3: 20,031 shares; 2025Q4: 19,923 shares; 2026Q1: 19,923 shares; 2026Q2: 19,923 shares 19,923 $1.85M 0.02% 0 Timeline QEFA SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,689 shares; 2025Q3: 17,954 shares; 2025Q4: 17,954 shares; 2026Q1: 18,984 shares; 2026Q2: 18,984 shares 18,984 $1.82M 0.02% 0 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,511 shares; 2025Q4: not reported; 2026Q1: 22,432 shares; 2026Q2: 33,673 shares 33,673 $1.81M 0.02% +11,241 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: 12,274 shares; 2025Q3: 12,914 shares; 2025Q4: 13,416 shares; 2026Q1: 14,765 shares; 2026Q2: 30,546 shares 30,546 $1.76M 0.02% +15,781 Timeline SO SOUTHERN CO More: the full row for SOUTHERN 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: 11,589 shares; 2026Q2: 17,842 shares 17,842 $1.71M 0.02% +6,253 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG 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: 35,230 shares; 2026Q2: 33,990 shares 33,990 $1.68M 0.02% -1,240 Timeline IBDX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,437 shares; 2024Q4: 39,221 shares; 2025Q1: 38,013 shares; 2025Q2: 37,009 shares; 2025Q3: 46,642 shares; 2025Q4: 41,485 shares; 2026Q1: 63,143 shares; 2026Q2: 66,469 shares 66,469 $1.67M 0.02% +3,326 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,321 shares 10,321 $1.67M 0.02% new 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: 21,041 shares; 2024Q4: 21,092 shares; 2025Q1: 21,139 shares; 2025Q2: 21,194 shares; 2025Q3: 21,246 shares; 2025Q4: 20,403 shares; 2026Q1: 20,446 shares; 2026Q2: 28,979 shares 28,979 $1.59M 0.02% +8,533 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 18,847 shares 18,847 $1.51M 0.02% new Timeline FTCA 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 202,255 shares 202,255 $1.5M 0.02% new 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: 12,492 shares; 2024Q4: 13,127 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,730 shares; 2025Q4: 19,629 shares; 2026Q1: 22,070 shares; 2026Q2: 35,426 shares 35,426 $1.5M 0.02% +13,356 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,804 shares; 2024Q4: 15,804 shares; 2025Q1: 16,324 shares; 2025Q2: 16,324 shares; 2025Q3: 19,029 shares; 2025Q4: 22,037 shares; 2026Q1: 22,569 shares; 2026Q2: 27,549 shares 27,549 $1.49M 0.02% +4,980 Timeline LDEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,224 shares; 2024Q4: 17,567 shares; 2025Q1: 21,025 shares; 2025Q2: 20,424 shares; 2025Q3: 22,415 shares; 2025Q4: 22,992 shares; 2026Q1: 22,948 shares; 2026Q2: 24,739 shares 24,739 $1.49M 0.02% +1,791 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: 10,563 shares; 2025Q1: 10,584 shares; 2025Q2: 11,176 shares; 2025Q3: 12,542 shares; 2025Q4: 11,969 shares; 2026Q1: 11,327 shares; 2026Q2: 16,121 shares 16,121 $1.46M 0.02% +4,794 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO 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: 27,425 shares; 2026Q1: 27,425 shares; 2026Q2: 27,425 shares 27,425 $1.46M 0.02% 0 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL 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: not reported; 2026Q1: 17,508 shares; 2026Q2: 19,688 shares 19,688 $1.44M 0.02% +2,180 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: 18,115 shares; 2024Q4: 18,178 shares; 2025Q1: 17,771 shares; 2025Q2: 17,509 shares; 2025Q3: 17,409 shares; 2025Q4: 17,445 shares; 2026Q1: 17,486 shares; 2026Q2: 17,332 shares 17,332 $1.42M 0.02% -154 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 14,053 shares 14,053 $1.41M 0.02% 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: 14,107 shares; 2024Q4: 13,050 shares; 2025Q1: 13,679 shares; 2025Q2: 17,971 shares; 2025Q3: 11,057 shares; 2025Q4: 10,452 shares; 2026Q1: not reported; 2026Q2: 13,817 shares 13,817 $1.33M 0.02% new Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,104 shares; 2026Q2: 15,493 shares 15,493 $1.28M 0.02% +2,389 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,149 shares; 2026Q1: 14,115 shares; 2026Q2: 17,615 shares 17,615 $1.27M 0.02% +3,500 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: 151,792 shares; 2024Q4: 94,123 shares; 2025Q1: 94,123 shares; 2025Q2: 134,750 shares; 2025Q3: 122,938 shares; 2025Q4: 103,138 shares; 2026Q1: 103,138 shares; 2026Q2: 103,138 shares 103,138 $1.25M 0.02% 0 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 14,963 shares 14,963 $1.21M 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: 17,486 shares; 2024Q4: 14,663 shares; 2025Q1: 12,550 shares; 2025Q2: 13,518 shares; 2025Q3: 13,772 shares; 2025Q4: 21,538 shares; 2026Q1: 16,814 shares; 2026Q2: 49,841 shares 49,841 $1.2M 0.02% +33,027 Timeline PWZ 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: 10,326 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 48,510 shares 48,510 $1.19M 0.02% new Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 22,000 shares 22,000 $1.19M 0.02% new Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,097 shares; 2024Q4: 10,680 shares; 2025Q1: 10,680 shares; 2025Q2: 10,680 shares; 2025Q3: 10,669 shares; 2025Q4: 10,669 shares; 2026Q1: 10,838 shares; 2026Q2: 10,669 shares 10,669 $1.18M 0.02% -169 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,077 shares 11,077 $1.15M 0.02% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 28,881 shares 28,881 $1.14M 0.02% new Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,326 shares; 2024Q4: 17,392 shares; 2025Q1: 18,200 shares; 2025Q2: 16,247 shares; 2025Q3: 12,870 shares; 2025Q4: 15,434 shares; 2026Q1: 12,506 shares; 2026Q2: 11,762 shares 11,762 $1.13M 0.01% -744 Timeline PREF PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL 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: 43,885 shares; 2025Q3: 55,610 shares; 2025Q4: 50,027 shares; 2026Q1: 32,447 shares; 2026Q2: 58,777 shares 58,777 $1.12M 0.01% +26,330 Timeline SHYD 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: 17,540 shares; 2024Q4: 38,513 shares; 2025Q1: 13,724 shares; 2025Q2: 45,390 shares; 2025Q3: 54,274 shares; 2025Q4: 67,140 shares; 2026Q1: 51,167 shares; 2026Q2: 48,306 shares 48,306 $1.11M 0.01% -2,861 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS 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: 10,537 shares 10,537 $1.1M 0.01% new Timeline P EVERPURE INC More: the full row for EVERPURE 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: 13,142 shares; 2026Q2: 13,142 shares 13,142 $1.04M 0.01% 0 Timeline IBMT 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: 29,249 shares; 2025Q4: 32,417 shares; 2026Q1: 42,402 shares; 2026Q2: 40,081 shares 40,081 $1.03M 0.01% -2,321 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,862 shares; 2025Q2: not reported; 2025Q3: 10,198 shares; 2025Q4: 11,268 shares; 2026Q1: 10,327 shares; 2026Q2: 17,691 shares 17,691 $1.02M 0.01% +7,364 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: 11,675 shares; 2024Q4: 10,335 shares; 2025Q1: 12,127 shares; 2025Q2: not reported; 2025Q3: 19,963 shares; 2025Q4: 42,885 shares; 2026Q1: 42,076 shares; 2026Q2: 47,881 shares 47,881 $991K 0.01% +5,805 Timeline USB US BANCORP More: the full row for US BANCORP 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: 17,522 shares; 2026Q2: 16,290 shares 16,290 $984K 0.01% -1,232 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: 23,734 shares; 2024Q4: 25,839 shares; 2025Q1: 23,085 shares; 2025Q2: 16,358 shares; 2025Q3: 16,510 shares; 2025Q4: 15,761 shares; 2026Q1: 16,126 shares; 2026Q2: 13,348 shares 13,348 $980K 0.01% -2,778 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,856 shares 11,856 $980K 0.01% new Timeline SMBS 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: 25,413 shares; 2026Q2: 38,500 shares 38,500 $979K 0.01% +13,087 Timeline IBCA 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: 12,536 shares; 2026Q2: 37,673 shares 37,673 $965K 0.01% +25,137 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 19,777 shares 19,777 $958K 0.01% new 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: 67,743 shares; 2024Q4: 65,267 shares; 2025Q1: 56,822 shares; 2025Q2: 53,661 shares; 2025Q3: 51,576 shares; 2025Q4: 49,430 shares; 2026Q1: 32,718 shares; 2026Q2: 16,197 shares 16,197 $903K 0.01% -16,521 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 50,157 shares; 2026Q2: 15,929 shares 15,929 $898K 0.01% -34,228 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: 10,690 shares; 2026Q1: 10,690 shares; 2026Q2: 10,690 shares 10,690 $867K 0.01% 0 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 18,399 shares 18,399 $864K 0.01% new Timeline XLB 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: not reported; 2026Q1: not reported; 2026Q2: 16,974 shares 16,974 $863K 0.01% new 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: 10,113 shares; 2026Q2: 13,750 shares 13,750 $855K 0.01% +3,637 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: 53,060 shares; 2024Q4: 121,301 shares; 2025Q1: 121,301 shares; 2025Q2: 99,869 shares; 2025Q3: 99,291 shares; 2025Q4: 101,083 shares; 2026Q1: 59,872 shares; 2026Q2: 23,058 shares 23,058 $850K 0.01% -36,814 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,390 shares 12,390 $837K 0.01% new Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,708 shares; 2026Q1: 13,817 shares; 2026Q2: 11,070 shares 11,070 $823K 0.01% -2,747 Timeline DMX 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 16,195 shares 16,195 $814K 0.01% new Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,596 shares; 2026Q1: 16,765 shares; 2026Q2: 17,760 shares 17,760 $805K 0.01% +995 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,314 shares; 2026Q1: 11,314 shares; 2026Q2: 11,314 shares 11,314 $791K 0.01% 0 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF 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: 14,382 shares; 2026Q1: 27,635 shares; 2026Q2: 22,715 shares 22,715 $756K 0.01% -4,920 Timeline IBDY 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: 36,116 shares; 2025Q1: not reported; 2025Q2: 35,168 shares; 2025Q3: 37,559 shares; 2025Q4: 38,101 shares; 2026Q1: 39,652 shares; 2026Q2: 28,312 shares 28,312 $729K 0.01% -11,340 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: 17,316 shares; 2024Q4: 18,305 shares; 2025Q1: 14,918 shares; 2025Q2: 14,850 shares; 2025Q3: 12,650 shares; 2025Q4: 10,796 shares; 2026Q1: 12,455 shares; 2026Q2: 13,455 shares 13,455 $710K 0.01% +1,000 Timeline BJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,978 shares; 2026Q2: 11,978 shares 11,978 $705K 0.01% 0 Timeline IBCB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 27,781 shares 27,781 $699K 0.01% new Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,203 shares 10,203 $697K 0.01% new 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: 31,231 shares; 2024Q4: 31,231 shares; 2025Q1: 31,331 shares; 2025Q2: 31,231 shares; 2025Q3: 31,231 shares; 2025Q4: 31,231 shares; 2026Q1: 31,806 shares; 2026Q2: 35,166 shares 35,166 $672K 0.01% +3,360 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: 13,780 shares 13,780 $655K 0.01% new Timeline PJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,229 shares; 2026Q2: 13,229 shares 13,229 $655K 0.01% 0 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 15,455 shares 15,455 $645K 0.01% new Timeline PYLD 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: 23,752 shares 23,752 $630K 0.01% new Timeline SHYG 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: 14,836 shares; 2026Q1: 14,836 shares; 2026Q2: 14,836 shares 14,836 $629K 0.01% 0 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: 665,709 shares; 2024Q4: 709,878 shares; 2025Q1: 21,780 shares; 2025Q2: 19,926 shares; 2025Q3: 19,331 shares; 2025Q4: 10,724 shares; 2026Q1: not reported; 2026Q2: 10,323 shares 10,323 $601K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,517 shares 12,517 $586K 0.01% new Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,626 shares; 2026Q1: 23,926 shares; 2026Q2: 41,038 shares 41,038 $570K 0.01% +17,112 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28,030 shares; 2025Q3: 16,197 shares; 2025Q4: 16,225 shares; 2026Q1: 19,123 shares; 2026Q2: 22,737 shares 22,737 $558K 0.01% +3,614 Timeline NYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,319 shares; 2026Q1: 10,175 shares; 2026Q2: 10,272 shares 10,272 $554K 0.01% +97 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,012 shares 10,012 $532K 0.01% new Timeline XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 118,380 shares; 2024Q4: 109,591 shares; 2025Q1: 102,098 shares; 2025Q2: 66,090 shares; 2025Q3: 51,794 shares; 2025Q4: 44,509 shares; 2026Q1: 45,108 shares; 2026Q2: 44,780 shares 44,780 $526K 0.01% -328 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,308 shares; 2024Q4: 31,172 shares; 2025Q1: 33,014 shares; 2025Q2: 31,171 shares; 2025Q3: 31,237 shares; 2025Q4: 31,367 shares; 2026Q1: 31,117 shares; 2026Q2: 31,117 shares 31,117 $523K 0.01% 0 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,011 shares; 2025Q3: 10,413 shares; 2025Q4: 10,011 shares; 2026Q1: 10,011 shares; 2026Q2: 10,011 shares 10,011 $507K 0.01% 0 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,101 shares; 2024Q4: 10,101 shares; 2025Q1: 10,101 shares; 2025Q2: 10,101 shares; 2025Q3: 10,101 shares; 2025Q4: 10,101 shares; 2026Q1: 10,101 shares; 2026Q2: 10,101 shares 10,101 $474K 0.01% 0 Timeline IBDZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 15,445 shares; 2025Q1: 15,445 shares; 2025Q2: 15,445 shares; 2025Q3: 15,445 shares; 2025Q4: 15,445 shares; 2026Q1: 16,960 shares; 2026Q2: 18,102 shares 18,102 $472K 0.01% +1,142 Timeline IBTO 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: 26,107 shares; 2025Q1: 62,223 shares; 2025Q2: 21,500 shares; 2025Q3: 21,500 shares; 2025Q4: 20,296 shares; 2026Q1: 18,074 shares; 2026Q2: 18,074 shares 18,074 $436K 0.01% 0 Timeline NMZ NUVEEN MUN HIGH INCOME OPPOR More: the full row for NUVEEN MUN HIGH INCOME OPPOR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65,524 shares; 2024Q4: 59,911 shares; 2025Q1: 59,911 shares; 2025Q2: 59,911 shares; 2025Q3: 58,233 shares; 2025Q4: 38,418 shares; 2026Q1: 38,418 shares; 2026Q2: 38,418 shares 38,418 $406K 0.01% 0 Timeline ETHE GRAYSCALE ETHEREUM STAKING E More: the full row for GRAYSCALE ETHEREUM STAKING E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 14,372 shares; 2025Q1: 14,372 shares; 2025Q2: 14,372 shares; 2025Q3: 28,715 shares; 2025Q4: 28,715 shares; 2026Q1: 28,715 shares; 2026Q2: 28,715 shares 28,715 $366K <0.01% 0 Timeline MATW MATTHEWS INTL CORP More: the full row for MATTHEWS INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,771 shares; 2024Q4: 12,771 shares; 2025Q1: 12,771 shares; 2025Q2: 12,771 shares; 2025Q3: 12,771 shares; 2025Q4: 12,771 shares; 2026Q1: 12,771 shares; 2026Q2: 12,771 shares 12,771 $344K <0.01% 0 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 15,991 shares; 2025Q1: 10,634 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,346 shares 10,346 $322K <0.01% new Timeline BMOP BNY MELLON ETF TRUST II More: the full row for BNY MELLON ETF TRUST 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: 12,344 shares; 2026Q2: 12,344 shares 12,344 $311K <0.01% 0 Timeline RQI COHEN & STEERS QUALITY INCOM More: the full row for COHEN & STEERS QUALITY INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,179 shares; 2024Q4: 23,179 shares; 2025Q1: 23,179 shares; 2025Q2: 23,179 shares; 2025Q3: 23,179 shares; 2025Q4: 23,179 shares; 2026Q1: 22,500 shares; 2026Q2: 22,500 shares 22,500 $277K <0.01% 0 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL 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: 10,955 shares; 2026Q1: not reported; 2026Q2: 14,745 shares 14,745 $273K <0.01% new Timeline BKMI BNY MELLON ETF TRUST II More: the full row for BNY MELLON ETF TRUST 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: 10,222 shares; 2026Q2: 10,222 shares 10,222 $270K <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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 24,840 shares 24,840 $268K <0.01% new Timeline VFC V F CORP More: the full row for V F 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: 16,094 shares; 2025Q4: 16,028 shares; 2026Q1: 16,028 shares; 2026Q2: 16,028 shares 16,028 $267K <0.01% 0 Timeline AAL AMERICAN AIRLINES GROUP INC More: the full row for AMERICAN AIRLINES 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: not reported; 2026Q1: not reported; 2026Q2: 13,841 shares 13,841 $250K <0.01% 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: 16,052 shares; 2026Q1: 14,515 shares; 2026Q2: 14,515 shares 14,515 $230K <0.01% 0 Timeline IBTL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 11,498 shares; 2025Q1: 11,498 shares; 2025Q2: 11,489 shares; 2025Q3: 11,489 shares; 2025Q4: 11,489 shares; 2026Q1: 11,327 shares; 2026Q2: 11,327 shares 11,327 $229K <0.01% 0 Timeline IBTM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 10,223 shares; 2025Q1: 10,223 shares; 2025Q2: 10,219 shares; 2025Q3: 10,219 shares; 2025Q4: 10,219 shares; 2026Q1: 10,073 shares; 2026Q2: 10,073 shares 10,073 $229K <0.01% 0 Timeline NCLH NORWEGIAN CRUISE LINE HLDGS More: the full row for NORWEGIAN CRUISE LINE HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,000 shares 10,000 $211K <0.01% new 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 40,122 shares 40,122 $200K <0.01% new Timeline