IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 93,803 shares; 2025Q1: 78,763 shares; 2025Q2: 81,526 shares; 2025Q3: 85,903 shares; 2025Q4: 91,412 shares; 2026Q1: 93,326 shares; 2026Q2: 94,430 shares; 2026Q3: 101,747 shares 101,747 $77.9M 18.25% +7,317 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 252,213 shares; 2025Q1: 242,114 shares; 2025Q2: 240,511 shares; 2025Q3: 257,616 shares; 2025Q4: 277,899 shares; 2026Q1: 292,556 shares; 2026Q2: 311,828 shares; 2026Q3: 330,827 shares 330,827 $34.4M 8.05% +18,999 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 184,263 shares; 2025Q1: 190,004 shares; 2025Q2: 207,975 shares; 2025Q3: 220,762 shares; 2025Q4: 245,643 shares; 2026Q1: 267,352 shares; 2026Q2: 270,541 shares; 2026Q3: 280,863 shares 280,863 $26.6M 6.22% +10,322 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 246,353 shares; 2025Q1: 239,657 shares; 2025Q2: 250,888 shares; 2025Q3: 273,936 shares; 2025Q4: 294,476 shares; 2026Q1: 304,413 shares; 2026Q2: 315,410 shares; 2026Q3: 337,725 shares 337,725 $22.6M 5.28% +22,315 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 93,457 shares; 2025Q1: 161,058 shares; 2025Q2: 184,450 shares; 2025Q3: 204,446 shares; 2025Q4: 227,132 shares; 2026Q1: 246,092 shares; 2026Q2: 261,214 shares; 2026Q3: 280,456 shares 280,456 $14.1M 3.31% +19,242 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 147,444 shares; 2025Q1: 138,984 shares; 2025Q2: 142,641 shares; 2025Q3: 146,598 shares; 2025Q4: 157,103 shares; 2026Q1: 166,219 shares; 2026Q2: 172,145 shares; 2026Q3: 183,798 shares 183,798 $13.2M 3.1% +11,653 Timeline AAAU GOLDMAN SACHS PHYSICAL GOLD More: the full row for GOLDMAN SACHS PHYSICAL GOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 239,998 shares; 2025Q2: 251,923 shares; 2025Q3: 276,578 shares; 2025Q4: 283,011 shares; 2026Q1: 307,361 shares; 2026Q2: 310,579 shares; 2026Q3: 309,570 shares 309,570 $12.7M 2.97% -1,009 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 27,341 shares; 2025Q1: 26,180 shares; 2025Q2: 26,654 shares; 2025Q3: 27,148 shares; 2025Q4: 28,604 shares; 2026Q1: 29,005 shares; 2026Q2: 32,923 shares; 2026Q3: 36,373 shares 36,373 $12.1M 2.84% +3,450 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,837 shares; 2025Q1: 13,716 shares; 2025Q2: 13,826 shares; 2025Q3: 13,895 shares; 2025Q4: 15,162 shares; 2026Q1: 17,119 shares; 2026Q2: 17,896 shares; 2026Q3: 17,894 shares 17,894 $9.18M 2.15% -2 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 25,564 shares; 2025Q1: 26,534 shares; 2025Q2: 28,807 shares; 2025Q3: 28,232 shares; 2025Q4: 59,010 shares; 2026Q1: 69,567 shares; 2026Q2: 71,701 shares; 2026Q3: 76,830 shares 76,830 $8.36M 1.96% +5,129 Timeline QLTA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 140,983 shares; 2025Q1: 139,823 shares; 2025Q2: 143,928 shares; 2025Q3: 148,498 shares; 2025Q4: 157,587 shares; 2026Q1: 157,783 shares; 2026Q2: 158,695 shares; 2026Q3: 167,672 shares 167,672 $7.54M 1.77% +8,977 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 19,190 shares; 2025Q1: 16,550 shares; 2025Q2: 20,287 shares; 2025Q3: 20,167 shares; 2025Q4: 41,254 shares; 2026Q1: 32,950 shares; 2026Q2: 37,887 shares; 2026Q3: 35,886 shares 35,886 $7.02M 1.65% -2,001 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 63,913 shares; 2025Q1: 59,293 shares; 2025Q2: 49,438 shares; 2025Q3: 48,266 shares; 2025Q4: 48,679 shares; 2026Q1: 50,858 shares; 2026Q2: 54,915 shares; 2026Q3: 59,419 shares 59,419 $6.59M 1.54% +4,504 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 18,711 shares; 2025Q1: 17,821 shares; 2025Q2: 17,301 shares; 2025Q3: 15,621 shares; 2025Q4: 17,400 shares; 2026Q1: 14,690 shares; 2026Q2: 15,458 shares; 2026Q3: 18,240 shares 18,240 $6.41M 1.5% +2,782 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; 2024Q4: 87,778 shares; 2025Q1: 74,208 shares; 2025Q2: 77,245 shares; 2025Q3: 81,878 shares; 2025Q4: 89,302 shares; 2026Q1: 96,319 shares; 2026Q2: 103,019 shares; 2026Q3: 108,955 shares 108,955 $5.76M 1.35% +5,936 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,978 shares; 2025Q1: 2,833 shares; 2025Q2: 2,778 shares; 2025Q3: 2,650 shares; 2025Q4: 2,707 shares; 2026Q1: 2,074 shares; 2026Q2: 20,503 shares; 2026Q3: 28,728 shares 28,728 $5.6M 1.31% +8,225 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 27,872 shares; 2025Q1: 26,482 shares; 2025Q2: 25,679 shares; 2025Q3: 26,564 shares; 2025Q4: 29,360 shares; 2026Q1: 28,995 shares; 2026Q2: 30,524 shares; 2026Q3: 31,653 shares 31,653 $5.29M 1.24% +1,129 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 36,849 shares; 2025Q1: 50,472 shares; 2025Q2: 50,277 shares; 2025Q3: 50,653 shares; 2025Q4: 52,332 shares; 2026Q1: 53,887 shares; 2026Q2: 56,097 shares; 2026Q3: 56,957 shares 56,957 $5.11M 1.2% +860 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 80,215 shares; 2025Q1: 95,735 shares; 2025Q2: 94,543 shares; 2025Q3: 95,218 shares; 2025Q4: 95,651 shares; 2026Q1: 91,569 shares; 2026Q2: 100,769 shares; 2026Q3: 100,103 shares 100,103 $5.03M 1.18% -666 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,016 shares; 2026Q2: 5,474 shares; 2026Q3: 10,871 shares 10,871 $4.96M 1.16% +5,397 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 25,211 shares; 2025Q1: 21,448 shares; 2025Q2: 26,827 shares; 2025Q3: 25,577 shares; 2025Q4: 26,037 shares; 2026Q1: 24,287 shares; 2026Q2: 25,041 shares; 2026Q3: 25,878 shares 25,878 $4.36M 1.02% +837 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; 2024Q4: 53,211 shares; 2025Q1: 41,346 shares; 2025Q2: 41,795 shares; 2025Q3: 40,877 shares; 2025Q4: 37,063 shares; 2026Q1: 36,874 shares; 2026Q2: 35,659 shares; 2026Q3: 34,493 shares 34,493 $4.25M 0.99% -1,166 Timeline EWC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 53,180 shares; 2025Q3: 58,423 shares; 2025Q4: 61,850 shares; 2026Q1: 64,090 shares; 2026Q2: 67,836 shares; 2026Q3: 71,565 shares 71,565 $4.18M 0.98% +3,729 Timeline IBTI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 235,073 shares; 2026Q1: 212,112 shares; 2026Q2: 183,617 shares; 2026Q3: 189,213 shares 189,213 $4.15M 0.97% +5,596 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,932 shares; 2025Q1: 2,872 shares; 2025Q2: 9,690 shares; 2025Q3: 10,385 shares; 2025Q4: 11,063 shares; 2026Q1: 11,305 shares; 2026Q2: 11,366 shares; 2026Q3: 11,871 shares 11,871 $4.08M 0.96% +505 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 32,385 shares; 2025Q1: 31,684 shares; 2025Q2: 33,150 shares; 2025Q3: 34,427 shares; 2025Q4: 36,558 shares; 2026Q1: 40,202 shares; 2026Q2: 40,555 shares; 2026Q3: 41,855 shares 41,855 $3.8M 0.89% +1,300 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 30,028 shares; 2025Q1: 32,951 shares; 2025Q2: 32,372 shares; 2025Q3: 31,854 shares; 2025Q4: 31,812 shares; 2026Q1: 31,437 shares; 2026Q2: 32,877 shares; 2026Q3: 38,344 shares 38,344 $3.71M 0.87% +5,467 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 62,053 shares; 2025Q1: 58,523 shares; 2025Q2: 69,182 shares; 2025Q3: 67,679 shares; 2025Q4: 70,947 shares; 2026Q1: 68,901 shares; 2026Q2: 64,133 shares; 2026Q3: 65,665 shares 65,665 $3.51M 0.82% +1,532 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 57,916 shares; 2025Q1: 69,063 shares; 2025Q2: 70,574 shares; 2025Q3: 70,397 shares; 2025Q4: 69,243 shares; 2026Q1: 68,041 shares; 2026Q2: 64,303 shares; 2026Q3: 62,390 shares 62,390 $3.23M 0.76% -1,913 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,525 shares; 2025Q1: 7,055 shares; 2025Q2: 7,662 shares; 2025Q3: 7,990 shares; 2025Q4: 8,823 shares; 2026Q1: 9,104 shares; 2026Q2: 8,963 shares; 2026Q3: 8,748 shares 8,748 $3.14M 0.74% -215 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 27,415 shares; 2025Q1: 6,140 shares; 2025Q2: 14,190 shares; 2025Q3: 15,415 shares; 2025Q4: 15,140 shares; 2026Q1: 17,715 shares; 2026Q2: 30,025 shares; 2026Q3: 30,205 shares 30,205 $3.05M 0.72% +180 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,805 shares; 2025Q1: 3,612 shares; 2025Q2: 3,627 shares; 2025Q3: 3,953 shares; 2025Q4: 3,863 shares; 2026Q1: 3,785 shares; 2026Q2: 3,895 shares; 2026Q3: 3,862 shares 3,862 $2.86M 0.67% -33 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,073 shares; 2025Q1: 1,831 shares; 2025Q2: 2,002 shares; 2025Q3: 4,947 shares; 2025Q4: 4,947 shares; 2026Q1: 4,266 shares; 2026Q2: 7,444 shares; 2026Q3: 7,444 shares 7,444 $2.79M 0.65% 0 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 21,462 shares; 2025Q1: 15,979 shares; 2025Q2: 16,144 shares; 2025Q3: 16,625 shares; 2025Q4: 37,553 shares; 2026Q1: 38,216 shares; 2026Q2: 41,391 shares; 2026Q3: 44,297 shares 44,297 $2.72M 0.64% +2,906 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 65,284 shares; 2025Q1: 51,385 shares; 2025Q2: 46,850 shares; 2025Q3: 43,642 shares; 2025Q4: 42,668 shares; 2026Q1: 40,042 shares; 2026Q2: 37,361 shares; 2026Q3: 36,596 shares 36,596 $2.24M 0.52% -765 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,026 shares; 2025Q1: 5,496 shares; 2025Q2: 5,603 shares; 2025Q3: 5,686 shares; 2025Q4: 6,202 shares; 2026Q1: 6,334 shares; 2026Q2: 6,856 shares; 2026Q3: 6,619 shares 6,619 $2.19M 0.51% -237 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,199 shares; 2026Q1: 1,199 shares; 2026Q2: 5,507 shares; 2026Q3: 8,274 shares 8,274 $2.16M 0.51% +2,767 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,737 shares; 2025Q1: 9,434 shares; 2025Q2: 12,154 shares; 2025Q3: 13,554 shares; 2025Q4: 14,092 shares; 2026Q1: 14,325 shares; 2026Q2: 19,130 shares; 2026Q3: 13,895 shares 13,895 $2.02M 0.47% -5,235 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 25,571 shares; 2025Q1: 23,831 shares; 2025Q2: 27,765 shares; 2025Q3: 28,450 shares; 2025Q4: 26,181 shares; 2026Q1: 25,394 shares; 2026Q2: 24,965 shares; 2026Q3: 24,206 shares 24,206 $1.95M 0.46% -759 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 921 shares; 2025Q1: 930 shares; 2025Q2: 929 shares; 2025Q3: 1,035 shares; 2025Q4: 2,119 shares; 2026Q1: 2,031 shares; 2026Q2: 3,905 shares; 2026Q3: 3,907 shares 3,907 $1.95M 0.46% +2 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,830 shares; 2025Q1: 4,945 shares; 2025Q2: 5,303 shares; 2025Q3: 5,599 shares; 2025Q4: 6,431 shares; 2026Q1: 6,454 shares; 2026Q2: 6,597 shares; 2026Q3: 7,630 shares 7,630 $1.9M 0.45% +1,033 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,550 shares; 2025Q1: 1,556 shares; 2025Q2: 1,556 shares; 2025Q3: 1,654 shares; 2025Q4: 1,762 shares; 2026Q1: 1,767 shares; 2026Q2: 2,239 shares; 2026Q3: 7,145 shares 7,145 $1.89M 0.44% +4,906 Timeline FEZ SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 36,280 shares; 2025Q3: 39,995 shares; 2025Q4: 42,667 shares; 2026Q1: 46,185 shares; 2026Q2: 46,027 shares; 2026Q3: 27,916 shares 27,916 $1.88M 0.44% -18,111 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 21,555 shares; 2025Q1: 20,441 shares; 2025Q2: 20,771 shares; 2025Q3: 21,604 shares; 2025Q4: 45,071 shares; 2026Q1: 46,856 shares; 2026Q2: 48,032 shares; 2026Q3: 46,523 shares 46,523 $1.83M 0.43% -1,509 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,410 shares; 2026Q3: 4,360 shares 4,360 $1.81M 0.43% -50 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 20,870 shares; 2025Q1: 21,302 shares; 2025Q2: 21,672 shares; 2025Q3: 20,934 shares; 2025Q4: 22,178 shares; 2026Q1: 20,715 shares; 2026Q2: 21,500 shares; 2026Q3: 19,482 shares 19,482 $1.79M 0.42% -2,018 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,841 shares; 2025Q1: 3,601 shares; 2025Q2: 3,486 shares; 2025Q3: 3,513 shares; 2025Q4: 3,626 shares; 2026Q1: 3,802 shares; 2026Q2: 4,049 shares; 2026Q3: 4,086 shares 4,086 $1.76M 0.41% +37 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,746 shares; 2025Q1: 9,443 shares; 2025Q2: 10,018 shares; 2025Q3: 9,558 shares; 2025Q4: 9,042 shares; 2026Q1: 7,776 shares; 2026Q2: 8,066 shares; 2026Q3: 7,807 shares 7,807 $1.74M 0.41% -259 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 16,656 shares; 2025Q1: 14,946 shares; 2025Q2: 15,712 shares; 2025Q3: 15,847 shares; 2025Q4: 16,549 shares; 2026Q1: 16,222 shares; 2026Q2: 16,343 shares; 2026Q3: 16,573 shares 16,573 $1.72M 0.4% +230 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,119 shares; 2025Q1: 1,062 shares; 2025Q2: 1,087 shares; 2025Q3: 1,097 shares; 2025Q4: 1,254 shares; 2026Q1: 1,301 shares; 2026Q2: 1,489 shares; 2026Q3: 1,513 shares 1,513 $1.6M 0.38% +24 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,943 shares; 2025Q1: 5,648 shares; 2025Q2: 5,733 shares; 2025Q3: 5,778 shares; 2025Q4: 6,174 shares; 2026Q1: 6,444 shares; 2026Q2: 6,492 shares; 2026Q3: 6,673 shares 6,673 $1.48M 0.35% +181 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 60,469 shares; 2026Q3: 60,469 shares 60,469 $1.47M 0.34% 0 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 18,120 shares; 2025Q1: 18,326 shares; 2025Q2: 17,542 shares; 2025Q3: 17,332 shares; 2025Q4: 16,137 shares; 2026Q1: 15,867 shares; 2026Q2: 15,955 shares; 2026Q3: 17,591 shares 17,591 $1.43M 0.33% +1,636 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,316 shares; 2025Q1: 12,631 shares; 2025Q2: 11,731 shares; 2025Q3: 12,416 shares; 2025Q4: 14,691 shares; 2026Q1: 14,791 shares; 2026Q2: 12,101 shares; 2026Q3: 13,221 shares 13,221 $1.38M 0.32% +1,120 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,484 shares; 2025Q1: 5,719 shares; 2025Q2: 5,319 shares; 2025Q3: not reported; 2025Q4: 8,369 shares; 2026Q1: 7,494 shares; 2026Q2: 8,919 shares; 2026Q3: 31,666 shares 31,666 $1.3M 0.3% +22,747 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; 2024Q4: 14,607 shares; 2025Q1: 15,302 shares; 2025Q2: 14,343 shares; 2025Q3: 14,393 shares; 2025Q4: 19,078 shares; 2026Q1: 18,023 shares; 2026Q2: 17,883 shares; 2026Q3: 17,884 shares 17,884 $1.26M 0.3% +1 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,130 shares; 2025Q1: 9,315 shares; 2025Q2: 9,735 shares; 2025Q3: 9,975 shares; 2025Q4: 10,975 shares; 2026Q1: 11,351 shares; 2026Q2: 12,886 shares; 2026Q3: 12,760 shares 12,760 $1.25M 0.29% -126 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,872 shares; 2025Q1: 1,872 shares; 2025Q2: 1,872 shares; 2025Q3: 2,003 shares; 2025Q4: 2,265 shares; 2026Q1: 2,066 shares; 2026Q2: 3,055 shares; 2026Q3: 3,050 shares 3,050 $1.16M 0.27% -5 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,419 shares; 2025Q1: 4,327 shares; 2025Q2: 4,607 shares; 2025Q3: 4,792 shares; 2025Q4: 5,633 shares; 2026Q1: 6,590 shares; 2026Q2: 6,702 shares; 2026Q3: 7,239 shares 7,239 $1.12M 0.26% +537 Timeline AIA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 7,409 shares 7,409 $1.05M 0.25% new Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,166 shares; 2025Q1: 8,691 shares; 2025Q2: 7,634 shares; 2025Q3: 7,609 shares; 2025Q4: 7,609 shares; 2026Q1: 7,505 shares; 2026Q2: 7,408 shares; 2026Q3: 7,462 shares 7,462 $1.02M 0.24% +54 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,770 shares; 2025Q1: 1,685 shares; 2025Q2: 1,742 shares; 2025Q3: 1,651 shares; 2025Q4: 2,939 shares; 2026Q1: 2,734 shares; 2026Q2: 2,842 shares; 2026Q3: 2,924 shares 2,924 $996K 0.23% +82 Timeline GMUB 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,405 shares; 2026Q1: 11,805 shares; 2026Q2: 17,730 shares; 2026Q3: 18,940 shares 18,940 $924K 0.22% +1,210 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,642 shares; 2025Q4: 7,134 shares; 2026Q1: 17,575 shares; 2026Q2: 18,559 shares; 2026Q3: 18,651 shares 18,651 $908K 0.21% +92 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,561 shares; 2025Q1: 3,929 shares; 2025Q2: 3,929 shares; 2025Q3: 7,279 shares; 2025Q4: 6,144 shares; 2026Q1: 5,707 shares; 2026Q2: 5,232 shares; 2026Q3: 4,997 shares 4,997 $805K 0.19% -235 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,404 shares; 2026Q3: 6,404 shares 6,404 $802K 0.19% 0 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,793 shares; 2025Q1: 4,108 shares; 2025Q2: 5,246 shares; 2025Q3: 4,867 shares; 2025Q4: 5,605 shares; 2026Q1: 5,855 shares; 2026Q2: 6,197 shares; 2026Q3: 6,232 shares 6,232 $790K 0.18% +35 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,836 shares; 2025Q1: 1,551 shares; 2025Q2: 1,471 shares; 2025Q3: 2,711 shares; 2025Q4: 2,010 shares; 2026Q1: 2,038 shares; 2026Q2: 9,240 shares; 2026Q3: 8,504 shares 8,504 $788K 0.18% -736 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,364 shares; 2025Q1: 6,022 shares; 2025Q2: 6,247 shares; 2025Q3: 6,117 shares; 2025Q4: 6,056 shares; 2026Q1: 5,493 shares; 2026Q2: 5,493 shares; 2026Q3: 5,493 shares 5,493 $781K 0.18% 0 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; 2024Q4: 6,586 shares; 2025Q1: 9,021 shares; 2025Q2: 9,363 shares; 2025Q3: 9,369 shares; 2025Q4: 9,464 shares; 2026Q1: 9,470 shares; 2026Q2: 12,229 shares; 2026Q3: 12,212 shares 12,212 $770K 0.18% -17 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares; 2026Q2: 1 shares; 2026Q3: 1 shares 1 $747K 0.17% 0 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 25,901 shares; 2025Q2: 25,902 shares; 2025Q3: 25,902 shares; 2025Q4: 25,904 shares; 2026Q1: 27,304 shares; 2026Q2: 27,304 shares; 2026Q3: 27,004 shares 27,004 $742K 0.17% -300 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,881 shares; 2025Q1: 1,339 shares; 2025Q2: 1,336 shares; 2025Q3: 1,336 shares; 2025Q4: 1,348 shares; 2026Q1: 1,348 shares; 2026Q2: 8,088 shares; 2026Q3: 8,088 shares 8,088 $729K 0.17% 0 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,468 shares; 2025Q1: 11,385 shares; 2025Q2: 13,768 shares; 2025Q3: 12,484 shares; 2025Q4: 9,607 shares; 2026Q1: 9,088 shares; 2026Q2: 8,069 shares; 2026Q3: 8,006 shares 8,006 $716K 0.17% -63 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 741 shares; 2025Q3: 802 shares; 2025Q4: 1,291 shares; 2026Q1: 1,291 shares; 2026Q2: 1,297 shares; 2026Q3: 1,293 shares 1,293 $713K 0.17% -4 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,841 shares; 2025Q1: 8,364 shares; 2025Q2: 8,688 shares; 2025Q3: 8,951 shares; 2025Q4: 10,269 shares; 2026Q1: 9,480 shares; 2026Q2: 10,532 shares; 2026Q3: 9,420 shares 9,420 $712K 0.17% -1,112 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,937 shares; 2025Q1: 3,937 shares; 2025Q2: 5,125 shares; 2025Q3: 5,161 shares; 2025Q4: 5,330 shares; 2026Q1: 5,280 shares; 2026Q2: 5,348 shares; 2026Q3: 5,348 shares 5,348 $708K 0.17% 0 Timeline XVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,350 shares; 2025Q1: 8,655 shares; 2025Q2: 8,630 shares; 2025Q3: 9,840 shares; 2025Q4: 10,505 shares; 2026Q1: 13,815 shares; 2026Q2: 11,845 shares; 2026Q3: 11,845 shares 11,845 $691K 0.16% 0 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,041 shares; 2025Q1: 464 shares; 2025Q2: 464 shares; 2025Q3: 459 shares; 2025Q4: 440 shares; 2026Q1: 438 shares; 2026Q2: 888 shares; 2026Q3: 888 shares 888 $677K 0.16% 0 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 9,954 shares; 2025Q2: 9,954 shares; 2025Q3: 9,954 shares; 2025Q4: 10,602 shares; 2026Q1: 5,812 shares; 2026Q2: 5,815 shares; 2026Q3: 5,813 shares 5,813 $650K 0.15% -2 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,527 shares; 2025Q1: 2,997 shares; 2025Q2: 1,498 shares; 2025Q3: 2,379 shares; 2025Q4: 2,593 shares; 2026Q1: 2,447 shares; 2026Q2: 2,618 shares; 2026Q3: 2,834 shares 2,834 $647K 0.15% +216 Timeline AGGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 28,943 shares; 2025Q1: 89,456 shares; 2025Q2: 75,512 shares; 2025Q3: 68,042 shares; 2025Q4: 3,296 shares; 2026Q1: 3,296 shares; 2026Q2: 6,353 shares; 2026Q3: 6,325 shares 6,325 $629K 0.15% -28 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; 2024Q4: 3,820 shares; 2025Q1: 3,840 shares; 2025Q2: 3,840 shares; 2025Q3: 4,051 shares; 2025Q4: 3,770 shares; 2026Q1: 3,760 shares; 2026Q2: 3,577 shares; 2026Q3: 3,668 shares 3,668 $597K 0.14% +91 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 19,855 shares; 2025Q2: 19,855 shares; 2025Q3: 19,855 shares; 2025Q4: 19,855 shares; 2026Q1: 19,855 shares; 2026Q2: 19,855 shares; 2026Q3: 19,855 shares 19,855 $596K 0.14% 0 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 876 shares; 2025Q1: 1,006 shares; 2025Q2: 1,006 shares; 2025Q3: 991 shares; 2025Q4: 996 shares; 2026Q1: 848 shares; 2026Q2: 844 shares; 2026Q3: 837 shares 837 $586K 0.14% -7 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 15,950 shares; 2026Q3: 15,677 shares 15,677 $560K 0.13% -273 Timeline ZFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 21,003 shares; 2026Q3: 21,003 shares 21,003 $554K 0.13% 0 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 1,524 shares; 2025Q2: 1,729 shares; 2025Q3: 1,769 shares; 2025Q4: 1,404 shares; 2026Q1: 1,579 shares; 2026Q2: 1,763 shares; 2026Q3: 1,944 shares 1,944 $541K 0.13% +181 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 28,134 shares; 2025Q1: 22,434 shares; 2025Q2: 21,571 shares; 2025Q3: 19,690 shares; 2025Q4: 18,305 shares; 2026Q1: 14,934 shares; 2026Q2: 14,934 shares; 2026Q3: 14,824 shares 14,824 $533K 0.12% -110 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,466 shares; 2026Q3: 10,466 shares 10,466 $528K 0.12% 0 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,280 shares; 2025Q1: 5,789 shares; 2025Q2: 5,789 shares; 2025Q3: 5,929 shares; 2025Q4: 6,111 shares; 2026Q1: 6,111 shares; 2026Q2: 6,198 shares; 2026Q3: 6,119 shares 6,119 $527K 0.12% -79 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,759 shares; 2025Q3: 16,028 shares; 2025Q4: 14,749 shares; 2026Q1: 14,651 shares; 2026Q2: 20,030 shares; 2026Q3: 19,855 shares 19,855 $504K 0.12% -175 Timeline FDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,669 shares; 2026Q3: 8,669 shares 8,669 $486K 0.11% 0 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,117 shares; 2025Q1: 2,643 shares; 2025Q2: 3,412 shares; 2025Q3: 2,316 shares; 2025Q4: 1,894 shares; 2026Q1: 1,808 shares; 2026Q2: 2,499 shares; 2026Q3: 2,302 shares 2,302 $479K 0.11% -197 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,207 shares; 2025Q3: 3,396 shares; 2025Q4: 4,262 shares; 2026Q1: 4,262 shares; 2026Q2: 4,269 shares; 2026Q3: 4,277 shares 4,277 $460K 0.11% +8 Timeline SFST SOUTHERN FIRST BANCSHARES More: the full row for SOUTHERN FIRST BANCSHARES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,675 shares; 2025Q1: 7,675 shares; 2025Q2: 7,675 shares; 2025Q3: 7,675 shares; 2025Q4: 7,675 shares; 2026Q1: 7,675 shares; 2026Q2: 7,675 shares; 2026Q3: 7,675 shares 7,675 $455K 0.11% 0 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,096 shares; 2025Q1: 6,350 shares; 2025Q2: 6,351 shares; 2025Q3: 6,351 shares; 2025Q4: 7,817 shares; 2026Q1: 7,787 shares; 2026Q2: 7,602 shares; 2026Q3: 7,602 shares 7,602 $451K 0.11% 0 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 455 shares; 2025Q3: 508 shares; 2025Q4: 662 shares; 2026Q1: 647 shares; 2026Q2: 608 shares; 2026Q3: 619 shares 619 $449K 0.11% +11 Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 217 shares; 2026Q1: 217 shares; 2026Q2: 217 shares; 2026Q3: 217 shares 217 $447K 0.1% 0 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 405 shares; 2026Q3: 1,667 shares 1,667 $441K 0.1% +1,262 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,185 shares; 2025Q1: 1,840 shares; 2025Q2: 1,840 shares; 2025Q3: 1,840 shares; 2025Q4: 1,840 shares; 2026Q1: 1,840 shares; 2026Q2: 1,969 shares; 2026Q3: 1,840 shares 1,840 $429K 0.1% -129 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,853 shares; 2026Q3: 1,853 shares 1,853 $429K 0.1% 0 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,500 shares; 2025Q3: 4,850 shares; 2025Q4: 5,550 shares; 2026Q1: 5,750 shares; 2026Q2: 16,175 shares; 2026Q3: 9,970 shares 9,970 $426K 0.1% -6,205 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,988 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 5,398 shares 5,398 $422K 0.1% new Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,677 shares; 2025Q1: 1,677 shares; 2025Q2: 1,652 shares; 2025Q3: 1,639 shares; 2025Q4: 2,422 shares; 2026Q1: 2,313 shares; 2026Q2: 2,669 shares; 2026Q3: 2,279 shares 2,279 $420K 0.1% -390 Timeline RVMD REVOLUTION MEDICINES INC More: the full row for REVOLUTION MEDICINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,000 shares; 2026Q3: 2,000 shares 2,000 $411K 0.1% 0 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,253 shares; 2025Q1: 4,278 shares; 2025Q2: 5,221 shares; 2025Q3: 5,421 shares; 2025Q4: 5,581 shares; 2026Q1: 6,109 shares; 2026Q2: 4,494 shares; 2026Q3: 970 shares 970 $409K 0.1% -3,524 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 2,630 shares; 2025Q2: 2,630 shares; 2025Q3: 2,550 shares; 2025Q4: 2,435 shares; 2026Q1: 2,435 shares; 2026Q2: 2,305 shares; 2026Q3: 2,305 shares 2,305 $397K 0.09% 0 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; 2024Q4: 20,056 shares; 2025Q1: 37,400 shares; 2025Q2: 30,920 shares; 2025Q3: 31,120 shares; 2025Q4: 28,845 shares; 2026Q1: 17,615 shares; 2026Q2: 17,840 shares; 2026Q3: 15,840 shares 15,840 $386K 0.09% -2,000 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,882 shares; 2026Q3: 1,868 shares 1,868 $365K 0.09% -14 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,550 shares; 2025Q4: 1,550 shares; 2026Q1: 1,550 shares; 2026Q2: 1,550 shares; 2026Q3: 1,552 shares 1,552 $362K 0.08% +2 Timeline SSB SOUTHSTATE BK CORP More: the full row for SOUTHSTATE BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,600 shares; 2026Q3: 3,600 shares 3,600 $358K 0.08% 0 Timeline CLH CLEAN HARBORS INC More: the full row for CLEAN HARBORS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,100 shares; 2025Q1: 1,100 shares; 2025Q2: 1,100 shares; 2025Q3: 1,100 shares; 2025Q4: 1,100 shares; 2026Q1: 1,100 shares; 2026Q2: 1,100 shares; 2026Q3: 1,100 shares 1,100 $341K 0.08% 0 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,867 shares; 2025Q1: 11,867 shares; 2025Q2: 11,867 shares; 2025Q3: 11,867 shares; 2025Q4: 11,867 shares; 2026Q1: 11,867 shares; 2026Q2: 11,854 shares; 2026Q3: 11,856 shares 11,856 $338K 0.08% +2 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 570 shares; 2025Q2: 570 shares; 2025Q3: 588 shares; 2025Q4: 577 shares; 2026Q1: 417 shares; 2026Q2: 3,202 shares; 2026Q3: 2,628 shares 2,628 $330K 0.08% -574 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,510 shares; 2025Q1: 1,955 shares; 2025Q2: 1,690 shares; 2025Q3: 1,620 shares; 2025Q4: 1,584 shares; 2026Q1: 1,395 shares; 2026Q2: 1,395 shares; 2026Q3: 1,395 shares 1,395 $318K 0.07% 0 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,404 shares; 2025Q1: 2,189 shares; 2025Q2: 2,169 shares; 2025Q3: 2,169 shares; 2025Q4: 1,912 shares; 2026Q1: 1,905 shares; 2026Q2: 1,905 shares; 2026Q3: 1,905 shares 1,905 $317K 0.07% 0 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,091 shares 2,091 $315K 0.07% new Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,045 shares; 2025Q3: 1,045 shares; 2025Q4: 1,045 shares; 2026Q1: 1,045 shares; 2026Q2: 1,045 shares; 2026Q3: 1,045 shares 1,045 $314K 0.07% 0 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 636 shares; 2025Q3: 685 shares; 2025Q4: 685 shares; 2026Q1: 674 shares; 2026Q2: 1,029 shares; 2026Q3: 1,030 shares 1,030 $313K 0.07% +1 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,535 shares; 2025Q1: 3,535 shares; 2025Q2: 3,535 shares; 2025Q3: 3,535 shares; 2025Q4: 3,535 shares; 2026Q1: 3,535 shares; 2026Q2: 3,773 shares; 2026Q3: 3,773 shares 3,773 $313K 0.07% 0 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,680 shares; 2025Q1: not reported; 2025Q2: 3,988 shares; 2025Q3: 3,956 shares; 2025Q4: 3,963 shares; 2026Q1: 3,900 shares; 2026Q2: 3,194 shares; 2026Q3: 3,091 shares 3,091 $301K 0.07% -103 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 570 shares; 2025Q4: 580 shares; 2026Q1: 580 shares; 2026Q2: 580 shares; 2026Q3: 580 shares 580 $300K 0.07% 0 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,922 shares; 2026Q3: 5,488 shares 5,488 $299K 0.07% -434 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,924 shares; 2026Q3: 3,796 shares 3,796 $298K 0.07% -128 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,109 shares; 2025Q1: 1,796 shares; 2025Q2: 1,841 shares; 2025Q3: 1,443 shares; 2025Q4: 1,470 shares; 2026Q1: 1,405 shares; 2026Q2: 1,405 shares; 2026Q3: 1,305 shares 1,305 $282K 0.07% -100 Timeline WASH WASHINGTON TR BANCORP INC More: the full row for WASHINGTON TR BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,390 shares; 2026Q3: 7,390 shares 7,390 $281K 0.07% 0 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 778 shares; 2025Q1: 778 shares; 2025Q2: 778 shares; 2025Q3: 810 shares; 2025Q4: 960 shares; 2026Q1: 975 shares; 2026Q2: 998 shares; 2026Q3: 979 shares 979 $279K 0.07% -19 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,596 shares 2,596 $277K 0.06% new Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,311 shares; 2025Q3: 8,311 shares; 2025Q4: 8,311 shares; 2026Q1: 8,311 shares; 2026Q2: 8,311 shares; 2026Q3: 8,311 shares 8,311 $271K 0.06% 0 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,055 shares; 2025Q1: 1,055 shares; 2025Q2: 1,055 shares; 2025Q3: 1,068 shares; 2025Q4: 998 shares; 2026Q1: 973 shares; 2026Q2: 973 shares; 2026Q3: 973 shares 973 $268K 0.06% 0 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,995 shares; 2025Q1: 1,995 shares; 2025Q2: 1,995 shares; 2025Q3: 1,896 shares; 2025Q4: 1,982 shares; 2026Q1: 1,941 shares; 2026Q2: 1,830 shares; 2026Q3: 1,794 shares 1,794 $261K 0.06% -36 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,495 shares; 2025Q1: 5,515 shares; 2025Q2: 5,690 shares; 2025Q3: 5,595 shares; 2025Q4: 5,595 shares; 2026Q1: 5,645 shares; 2026Q2: 5,660 shares; 2026Q3: 5,660 shares 5,660 $256K 0.06% 0 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; 2024Q4: not reported; 2025Q1: 2,890 shares; 2025Q2: 2,890 shares; 2025Q3: 2,890 shares; 2025Q4: 2,890 shares; 2026Q1: 2,890 shares; 2026Q2: 2,890 shares; 2026Q3: 2,890 shares 2,890 $251K 0.06% 0 Timeline PRK PARK NATL CORP More: the full row for PARK NATL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,376 shares; 2025Q1: 1,376 shares; 2025Q2: 1,376 shares; 2025Q3: 1,376 shares; 2025Q4: 1,376 shares; 2026Q1: 1,376 shares; 2026Q2: 1,376 shares; 2026Q3: 1,376 shares 1,376 $246K 0.06% 0 Timeline EFAX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 4,715 shares; 2025Q2: 5,165 shares; 2025Q3: 5,165 shares; 2025Q4: 5,090 shares; 2026Q1: 5,370 shares; 2026Q2: 5,525 shares; 2026Q3: 4,425 shares 4,425 $237K 0.06% -1,100 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,038 shares; 2026Q3: 1,013 shares 1,013 $234K 0.05% -25 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,709 shares; 2026Q3: 4,709 shares 4,709 $230K 0.05% 0 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,421 shares; 2025Q3: 2,534 shares; 2025Q4: 2,534 shares; 2026Q1: 2,484 shares; 2026Q2: 2,484 shares; 2026Q3: 2,484 shares 2,484 $229K 0.05% 0 Timeline BDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,147 shares; 2026Q3: 4,147 shares 4,147 $227K 0.05% 0 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,160 shares; 2025Q1: 1,105 shares; 2025Q2: 1,105 shares; 2025Q3: 1,105 shares; 2025Q4: 1,021 shares; 2026Q1: 1,000 shares; 2026Q2: 1,023 shares; 2026Q3: 1,026 shares 1,026 $226K 0.05% +3 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,596 shares; 2025Q3: 4,606 shares; 2025Q4: 4,320 shares; 2026Q1: 4,633 shares; 2026Q2: 4,804 shares; 2026Q3: 4,785 shares 4,785 $224K 0.05% -19 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,167 shares; 2025Q1: 7,178 shares; 2025Q2: 7,966 shares; 2025Q3: 8,016 shares; 2025Q4: 7,583 shares; 2026Q1: 6,168 shares; 2026Q2: 5,982 shares; 2026Q3: 5,986 shares 5,986 $224K 0.05% +4 Timeline IGLB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,139 shares; 2026Q2: 4,861 shares; 2026Q3: 4,894 shares 4,894 $223K 0.05% +33 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,052 shares; 2026Q3: 4,052 shares 4,052 $223K 0.05% 0 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 962 shares; 2026Q2: 1,238 shares; 2026Q3: 963 shares 963 $222K 0.05% -275 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 781 shares; 2026Q3: 781 shares 781 $222K 0.05% 0 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,222 shares; 2025Q4: not reported; 2026Q1: 2,222 shares; 2026Q2: 2,671 shares; 2026Q3: 2,674 shares 2,674 $222K 0.05% +3 Timeline USEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,321 shares; 2026Q1: 6,321 shares; 2026Q2: 6,321 shares; 2026Q3: 5,100 shares 5,100 $214K 0.05% -1,221 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,150 shares; 2025Q1: 3,607 shares; 2025Q2: 3,607 shares; 2025Q3: 3,530 shares; 2025Q4: 3,294 shares; 2026Q1: 2,874 shares; 2026Q2: 2,875 shares; 2026Q3: 2,749 shares 2,749 $214K 0.05% -126 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 6,000 shares 6,000 $214K 0.05% new Timeline SVAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,119 shares; 2026Q3: 5,119 shares 5,119 $212K 0.05% 0 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,369 shares; 2025Q1: 8,144 shares; 2025Q2: 7,519 shares; 2025Q3: 7,509 shares; 2025Q4: 6,836 shares; 2026Q1: not reported; 2026Q2: 6,546 shares; 2026Q3: 6,316 shares 6,316 $210K 0.05% -230 Timeline DMXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,485 shares; 2026Q3: 2,485 shares 2,485 $210K 0.05% 0 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 828 shares; 2025Q4: 828 shares; 2026Q1: not reported; 2026Q2: 750 shares; 2026Q3: 750 shares 750 $208K 0.05% 0 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 440 shares; 2025Q1: 400 shares; 2025Q2: 350 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 177 shares 177 $204K 0.05% 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; 2024Q4: 2,331 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,858 shares; 2026Q3: 1,788 shares 1,788 $204K 0.05% -70 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,844 shares 1,844 $202K 0.05% new Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,400 shares 1,400 $202K 0.05% new Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,023 shares; 2026Q2: not reported; 2026Q3: 983 shares 983 $201K 0.05% new Timeline GBDC GOLUB CAP BDC INC More: the full row for GOLUB CAP BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,165 shares; 2025Q3: 11,078 shares; 2025Q4: 11,399 shares; 2026Q1: 12,089 shares; 2026Q2: 13,167 shares; 2026Q3: 13,481 shares 13,481 $170K 0.04% +314 Timeline HYPR HYPERFINE INC More: the full row for HYPERFINE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 14,247 shares 14,247 $11.5K <0.01% new Timeline