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; 2022Q4: 505,777 shares; 2023Q1: 415,964 shares; 2023Q2: 1,665,758 shares; 2023Q3: 1,706,300 shares; 2023Q4: 2,182,484 shares; 2024Q1: 3,722,265 shares; 2024Q2: 3,904,509 shares; 2024Q3: 3,966,741 shares 3,966,741 $269M 29.54% +62,232 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 153,752 shares; 2023Q1: 214,277 shares; 2023Q2: 204,658 shares; 2023Q3: 197,840 shares; 2023Q4: 190,225 shares; 2024Q1: 1,128,581 shares; 2024Q2: 1,183,519 shares; 2024Q3: 1,209,629 shares 1,209,629 $102M 11.22% +26,110 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 4,193 shares; 2023Q1: 4,710 shares; 2023Q2: 5,387 shares; 2023Q3: 5,984 shares; 2023Q4: 6,788 shares; 2024Q1: 285,804 shares; 2024Q2: 301,434 shares; 2024Q3: 306,517 shares 306,517 $67.7M 7.43% +5,083 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 42,978 shares; 2023Q1: 38,172 shares; 2023Q2: 39,634 shares; 2023Q3: 40,736 shares; 2023Q4: 52,334 shares; 2024Q1: 80,006 shares; 2024Q2: 84,678 shares; 2024Q3: 87,635 shares 87,635 $50.5M 5.55% +2,957 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; 2022Q4: 15,722 shares; 2023Q1: 12,835 shares; 2023Q2: 493,399 shares; 2023Q3: 505,739 shares; 2023Q4: 520,465 shares; 2024Q1: 520,503 shares; 2024Q2: 534,944 shares; 2024Q3: 536,443 shares 536,443 $48.5M 5.32% +1,499 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 97,382 shares; 2023Q1: 98,918 shares; 2023Q2: 163,758 shares; 2023Q3: 165,991 shares; 2023Q4: 168,235 shares; 2024Q1: 139,374 shares; 2024Q2: 144,582 shares; 2024Q3: 144,741 shares 144,741 $35.5M 3.9% +159 Timeline XSVN BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 633,978 shares; 2024Q1: 683,309 shares; 2024Q2: 704,061 shares; 2024Q3: 716,622 shares 716,622 $35.2M 3.86% +12,561 Timeline JPIE 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; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 353,455 shares; 2023Q3: 371,979 shares; 2023Q4: 385,051 shares; 2024Q1: 579,962 shares; 2024Q2: 601,177 shares; 2024Q3: 620,213 shares 620,213 $28.8M 3.16% +19,036 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 120,965 shares; 2023Q1: 275,466 shares; 2023Q2: 271,293 shares; 2023Q3: 271,247 shares; 2023Q4: 262,323 shares; 2024Q1: 88,895 shares; 2024Q2: 87,929 shares; 2024Q3: 88,892 shares 88,892 $17.9M 1.96% +963 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 57,880 shares; 2023Q1: 49,059 shares; 2023Q2: 46,622 shares; 2023Q3: 46,990 shares; 2023Q4: 47,326 shares; 2024Q1: 46,915 shares; 2024Q2: 61,608 shares; 2024Q3: 61,209 shares 61,209 $14.3M 1.57% -399 Timeline DCRE DOUBLELINE ETF TRUST More: the full row for DOUBLELINE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 222,306 shares; 2023Q3: 231,474 shares; 2023Q4: 238,221 shares; 2024Q1: 251,218 shares; 2024Q2: 258,663 shares; 2024Q3: 265,527 shares 265,527 $13.8M 1.52% +6,864 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: 2,589 shares; 2023Q2: 6,873 shares; 2023Q3: 6,668 shares; 2023Q4: 6,210 shares; 2024Q1: 5,348 shares; 2024Q2: 111,800 shares; 2024Q3: 114,578 shares 114,578 $11.6M 1.27% +2,778 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 55,402 shares; 2023Q1: 71,907 shares; 2023Q2: 79,719 shares; 2023Q3: 79,818 shares; 2023Q4: 84,546 shares; 2024Q1: 82,416 shares; 2024Q2: 82,585 shares; 2024Q3: 85,901 shares 85,901 $7.46M 0.82% +3,316 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 3,893 shares; 2023Q1: 3,901 shares; 2023Q2: 4,205 shares; 2023Q3: 4,299 shares; 2023Q4: 4,607 shares; 2024Q1: 4,499 shares; 2024Q2: 60,521 shares; 2024Q3: 60,625 shares 60,625 $7.36M 0.81% +104 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 13,391 shares; 2023Q1: 11,637 shares; 2023Q2: 11,509 shares; 2023Q3: 11,944 shares; 2023Q4: 12,732 shares; 2024Q1: 12,500 shares; 2024Q2: 15,837 shares; 2024Q3: 16,003 shares 16,003 $6.89M 0.76% +166 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; 2022Q4: 10,960 shares; 2023Q1: 9,788 shares; 2023Q2: 9,386 shares; 2023Q3: 9,011 shares; 2023Q4: 9,029 shares; 2024Q1: 9,028 shares; 2024Q2: 9,257 shares; 2024Q3: 8,862 shares 8,862 $5.2M 0.57% -395 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 73,850 shares; 2023Q1: 97,815 shares; 2023Q2: 101,095 shares; 2023Q3: 101,396 shares; 2023Q4: 66,669 shares; 2024Q1: 51,601 shares; 2024Q2: 51,879 shares; 2024Q3: 54,137 shares 54,137 $5.04M 0.55% +2,258 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; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 31,348 shares; 2023Q3: 33,649 shares; 2023Q4: 35,088 shares; 2024Q1: 34,013 shares; 2024Q2: 41,961 shares; 2024Q3: 39,170 shares 39,170 $4.59M 0.5% -2,791 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 34,898 shares; 2024Q3: 37,574 shares 37,574 $3.63M 0.4% +2,676 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; 2022Q4: 1,795 shares; 2023Q1: 880 shares; 2023Q2: 880 shares; 2023Q3: 890 shares; 2023Q4: 961 shares; 2024Q1: 775 shares; 2024Q2: 3,949 shares; 2024Q3: 3,948 shares 3,948 $3.5M 0.38% -1 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 37,984 shares; 2024Q3: 41,235 shares 41,235 $3.44M 0.38% +3,251 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; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 75,790 shares; 2024Q3: 82,779 shares 82,779 $3.4M 0.37% +6,989 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 4,498 shares; 2023Q1: 4,763 shares; 2023Q2: 3,543 shares; 2023Q3: 3,168 shares; 2023Q4: 4,005 shares; 2024Q1: 3,325 shares; 2024Q2: 26,951 shares; 2024Q3: 29,963 shares 29,963 $3.25M 0.36% +3,012 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 69,319 shares; 2023Q1: 65,252 shares; 2023Q2: 62,625 shares; 2023Q3: 59,082 shares; 2023Q4: 58,247 shares; 2024Q1: 57,144 shares; 2024Q2: 55,739 shares; 2024Q3: 53,295 shares 53,295 $3.16M 0.35% -2,444 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; 2022Q4: 4,829 shares; 2023Q1: 4,851 shares; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,546 shares; 2024Q2: 10,211 shares; 2024Q3: 11,039 shares 11,039 $3.13M 0.34% +828 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 14,599 shares; 2024Q3: 16,245 shares 16,245 $2.96M 0.32% +1,646 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; 2022Q4: 3,544 shares; 2023Q1: 3,575 shares; 2023Q2: 2,975 shares; 2023Q3: 2,943 shares; 2023Q4: 2,881 shares; 2024Q1: 3,133 shares; 2024Q2: 6,334 shares; 2024Q3: 6,323 shares 6,323 $2.91M 0.32% -11 Timeline PPA 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; 2022Q4: 29,837 shares; 2023Q1: 28,760 shares; 2023Q2: 27,695 shares; 2023Q3: 26,204 shares; 2023Q4: 25,651 shares; 2024Q1: 25,384 shares; 2024Q2: 25,237 shares; 2024Q3: 24,738 shares 24,738 $2.84M 0.31% -499 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 45,756 shares; 2023Q1: 48,932 shares; 2023Q2: 50,503 shares; 2023Q3: 49,989 shares; 2023Q4: 30,995 shares; 2024Q1: 29,334 shares; 2024Q2: 29,744 shares; 2024Q3: 30,240 shares 30,240 $2.76M 0.3% +496 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; 2022Q4: 16,114 shares; 2023Q1: 15,004 shares; 2023Q2: 14,414 shares; 2023Q3: 13,806 shares; 2023Q4: 13,856 shares; 2024Q1: 13,551 shares; 2024Q2: 13,382 shares; 2024Q3: 13,091 shares 13,091 $2.62M 0.29% -291 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 24,752 shares; 2023Q1: 26,017 shares; 2023Q2: 27,617 shares; 2023Q3: 27,817 shares; 2023Q4: 28,367 shares; 2024Q1: 28,381 shares; 2024Q2: 28,920 shares; 2024Q3: 28,986 shares 28,986 $2.61M 0.29% +66 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; 2022Q4: 3,862 shares; 2023Q1: 3,231 shares; 2023Q2: 3,214 shares; 2023Q3: 3,535 shares; 2023Q4: 4,252 shares; 2024Q1: 4,185 shares; 2024Q2: 5,365 shares; 2024Q3: 5,220 shares 5,220 $2.55M 0.28% -145 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; 2022Q4: 5,919 shares; 2023Q1: 6,302 shares; 2023Q2: 5,620 shares; 2023Q3: 5,626 shares; 2023Q4: 5,890 shares; 2024Q1: 5,990 shares; 2024Q2: 6,468 shares; 2024Q3: 6,523 shares 6,523 $2.5M 0.27% +55 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; 2022Q4: 36,814 shares; 2023Q1: 35,220 shares; 2023Q2: 34,336 shares; 2023Q3: 32,505 shares; 2023Q4: 32,440 shares; 2024Q1: 31,376 shares; 2024Q2: 31,138 shares; 2024Q3: 30,018 shares 30,018 $2.49M 0.27% -1,120 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 6,897 shares; 2023Q1: 5,195 shares; 2023Q2: 5,005 shares; 2023Q3: 5,072 shares; 2023Q4: 6,706 shares; 2024Q1: 7,136 shares; 2024Q2: 14,912 shares; 2024Q3: 14,729 shares 14,729 $2.44M 0.27% -183 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; 2022Q4: 9,104 shares; 2023Q1: 7,531 shares; 2023Q2: 7,525 shares; 2023Q3: 8,345 shares; 2023Q4: 9,072 shares; 2024Q1: 9,738 shares; 2024Q2: 11,397 shares; 2024Q3: 11,514 shares 11,514 $2.43M 0.27% +117 Timeline IYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 15,986 shares; 2023Q1: 14,805 shares; 2023Q2: 13,504 shares; 2023Q3: 12,060 shares; 2023Q4: 11,960 shares; 2024Q1: 34,068 shares; 2024Q2: 33,916 shares; 2024Q3: 32,760 shares 32,760 $2.33M 0.26% -1,156 Timeline XMMO 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; 2022Q4: 24,294 shares; 2023Q1: 23,179 shares; 2023Q2: 22,186 shares; 2023Q3: 21,849 shares; 2023Q4: 20,887 shares; 2024Q1: 20,039 shares; 2024Q2: 19,848 shares; 2024Q3: 19,183 shares 19,183 $2.31M 0.25% -665 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 42,563 shares; 2024Q3: 43,746 shares 43,746 $2.27M 0.25% +1,183 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 49,327 shares; 2024Q3: 54,933 shares 54,933 $2.12M 0.23% +5,606 Timeline REET ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 69,127 shares; 2024Q3: 76,619 shares 76,619 $2.04M 0.22% +7,492 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 6,341 shares; 2023Q1: 4,369 shares; 2023Q2: 4,249 shares; 2023Q3: 4,333 shares; 2023Q4: 4,867 shares; 2024Q1: 4,227 shares; 2024Q2: 12,148 shares; 2024Q3: 12,148 shares 12,148 $2.03M 0.22% 0 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; 2022Q4: 8,285 shares; 2023Q1: 6,895 shares; 2023Q2: 6,654 shares; 2023Q3: 7,745 shares; 2023Q4: 7,794 shares; 2024Q1: 7,572 shares; 2024Q2: 10,471 shares; 2024Q3: 10,659 shares 10,659 $1.99M 0.22% +188 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 2,685 shares; 2023Q1: 2,747 shares; 2023Q2: 2,707 shares; 2023Q3: 2,745 shares; 2023Q4: 2,879 shares; 2024Q1: 2,996 shares; 2024Q2: 3,384 shares; 2024Q3: 3,352 shares 3,352 $1.96M 0.22% -32 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; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 58,523 shares; 2024Q3: 64,996 shares 64,996 $1.9M 0.21% +6,473 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 3,986 shares; 2023Q1: 4,015 shares; 2023Q2: 4,027 shares; 2023Q3: 4,036 shares; 2023Q4: 4,057 shares; 2024Q1: 4,082 shares; 2024Q2: 18,377 shares; 2024Q3: 17,075 shares 17,075 $1.86M 0.2% -1,302 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 3,478 shares; 2023Q1: 2,998 shares; 2023Q2: 2,997 shares; 2023Q3: 3,074 shares; 2023Q4: 2,814 shares; 2024Q1: 2,889 shares; 2024Q2: 2,978 shares; 2024Q3: 2,983 shares 2,983 $1.74M 0.19% +5 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; 2022Q4: 3,073 shares; 2023Q1: 3,328 shares; 2023Q2: 3,291 shares; 2023Q3: 3,143 shares; 2023Q4: 3,164 shares; 2024Q1: 3,183 shares; 2024Q2: 3,372 shares; 2024Q3: 3,298 shares 3,298 $1.74M 0.19% -74 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; 2022Q4: 3,460 shares; 2023Q1: 3,468 shares; 2023Q2: 3,403 shares; 2023Q3: 3,403 shares; 2023Q4: 3,292 shares; 2024Q1: 3,608 shares; 2024Q2: 3,911 shares; 2024Q3: 4,180 shares 4,180 $1.69M 0.19% +269 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; 2022Q4: 7,402 shares; 2023Q1: 8,212 shares; 2023Q2: 7,587 shares; 2023Q3: 7,601 shares; 2023Q4: 8,046 shares; 2024Q1: 7,692 shares; 2024Q2: 9,429 shares; 2024Q3: 9,674 shares 9,674 $1.69M 0.19% +245 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; 2022Q4: 2,809 shares; 2023Q1: 2,060 shares; 2023Q2: 1,960 shares; 2023Q3: 1,916 shares; 2023Q4: 1,918 shares; 2024Q1: 1,546 shares; 2024Q2: 3,044 shares; 2024Q3: 2,920 shares 2,920 $1.67M 0.18% -124 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 7,377 shares; 2023Q1: 7,460 shares; 2023Q2: 7,436 shares; 2023Q3: 8,350 shares; 2023Q4: 8,152 shares; 2024Q1: 8,576 shares; 2024Q2: 9,041 shares; 2024Q3: 9,310 shares 9,310 $1.67M 0.18% +269 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 5,460 shares; 2023Q1: 7,747 shares; 2023Q2: 12,208 shares; 2023Q3: 12,567 shares; 2023Q4: 12,705 shares; 2024Q1: 13,233 shares; 2024Q2: 13,646 shares; 2024Q3: 13,773 shares 13,773 $1.48M 0.16% +127 Timeline XLG 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; 2022Q4: 4,512 shares; 2023Q1: 3,743 shares; 2023Q2: 3,404 shares; 2023Q3: 32,324 shares; 2023Q4: 34,348 shares; 2024Q1: 34,089 shares; 2024Q2: 32,316 shares; 2024Q3: 30,792 shares 30,792 $1.46M 0.16% -1,524 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 3,499 shares; 2023Q1: 3,191 shares; 2023Q2: 3,150 shares; 2023Q3: 3,201 shares; 2023Q4: 3,361 shares; 2024Q1: 3,720 shares; 2024Q2: 5,130 shares; 2024Q3: 5,314 shares 5,314 $1.46M 0.16% +184 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 35,706 shares; 2023Q1: 30,303 shares; 2023Q2: 21,317 shares; 2023Q3: 22,268 shares; 2023Q4: 14,490 shares; 2024Q1: 15,789 shares; 2024Q2: 20,942 shares; 2024Q3: 25,421 shares 25,421 $1.46M 0.16% +4,479 Timeline QTEC 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; 2022Q4: 8,755 shares; 2023Q1: 8,757 shares; 2023Q2: 8,499 shares; 2023Q3: 8,293 shares; 2023Q4: 8,293 shares; 2024Q1: 8,045 shares; 2024Q2: 7,818 shares; 2024Q3: 7,558 shares 7,558 $1.45M 0.16% -260 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; 2022Q4: 8,396 shares; 2023Q1: 8,416 shares; 2023Q2: 7,966 shares; 2023Q3: 7,262 shares; 2023Q4: 7,211 shares; 2024Q1: 7,715 shares; 2024Q2: 8,145 shares; 2024Q3: 8,331 shares 8,331 $1.44M 0.16% +186 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 10,425 shares; 2023Q1: 6,941 shares; 2023Q2: 6,934 shares; 2023Q3: 7,867 shares; 2023Q4: 7,972 shares; 2024Q1: 8,273 shares; 2024Q2: 16,852 shares; 2024Q3: 17,793 shares 17,793 $1.39M 0.15% +941 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: 2,370 shares; 2023Q2: 2,376 shares; 2023Q3: 2,376 shares; 2023Q4: 2,394 shares; 2024Q1: 2,277 shares; 2024Q2: 11,561 shares; 2024Q3: 11,506 shares 11,506 $1.38M 0.15% -55 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 7,358 shares; 2023Q1: 6,965 shares; 2023Q2: 6,833 shares; 2023Q3: 6,609 shares; 2023Q4: 6,112 shares; 2024Q1: 6,264 shares; 2024Q2: 7,046 shares; 2024Q3: 6,972 shares 6,972 $1.38M 0.15% -74 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 7,385 shares; 2023Q1: 6,959 shares; 2023Q2: 6,455 shares; 2023Q3: 5,787 shares; 2023Q4: 6,469 shares; 2024Q1: 6,774 shares; 2024Q2: 7,702 shares; 2024Q3: 7,994 shares 7,994 $1.3M 0.14% +292 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; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 2,910 shares; 2024Q1: not reported; 2024Q2: 10,195 shares; 2024Q3: 12,257 shares 12,257 $1.28M 0.14% +2,062 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; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,281 shares; 2024Q1: 1,565 shares; 2024Q2: 4,181 shares; 2024Q3: 5,767 shares 5,767 $1.28M 0.14% +1,586 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 13,998 shares; 2024Q3: 15,043 shares 15,043 $1.27M 0.14% +1,045 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; 2022Q4: 347,392 shares; 2023Q1: 372,079 shares; 2023Q2: 23,207 shares; 2023Q3: 17,804 shares; 2023Q4: 14,176 shares; 2024Q1: 14,033 shares; 2024Q2: 14,050 shares; 2024Q3: 14,372 shares 14,372 $1.26M 0.14% +322 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; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 2,282 shares; 2023Q3: 2,282 shares; 2023Q4: 2,920 shares; 2024Q1: 2,981 shares; 2024Q2: 4,804 shares; 2024Q3: 4,743 shares 4,743 $1.23M 0.14% -61 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; 2022Q4: 18,374 shares; 2023Q1: 17,895 shares; 2023Q2: 17,078 shares; 2023Q3: 16,411 shares; 2023Q4: 16,089 shares; 2024Q1: 15,819 shares; 2024Q2: 15,608 shares; 2024Q3: 15,230 shares 15,230 $1.23M 0.14% -378 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 4,815 shares; 2023Q1: 6,079 shares; 2023Q2: 10,068 shares; 2023Q3: 9,583 shares; 2023Q4: 8,594 shares; 2024Q1: 10,012 shares; 2024Q2: 10,486 shares; 2024Q3: 10,494 shares 10,494 $1.19M 0.13% +8 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; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 3,168 shares; 2024Q1: not reported; 2024Q2: 10,855 shares; 2024Q3: 13,597 shares 13,597 $1.09M 0.12% +2,742 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 2,571 shares; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 10,510 shares; 2024Q3: 11,355 shares 11,355 $1.06M 0.12% +845 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 6,124 shares; 2023Q1: 6,974 shares; 2023Q2: 7,851 shares; 2023Q3: 7,545 shares; 2023Q4: 8,411 shares; 2024Q1: 9,847 shares; 2024Q2: 10,611 shares; 2024Q3: 10,513 shares 10,513 $1.01M 0.11% -98 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 4,661 shares; 2023Q1: 4,677 shares; 2023Q2: 4,143 shares; 2023Q3: 4,198 shares; 2023Q4: 4,665 shares; 2024Q1: 5,167 shares; 2024Q2: 5,689 shares; 2024Q3: 5,819 shares 5,819 $989K 0.11% +130 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 2,994 shares; 2023Q1: 3,001 shares; 2023Q2: 3,001 shares; 2023Q3: 2,932 shares; 2023Q4: 3,058 shares; 2024Q1: 10,754 shares; 2024Q2: 11,254 shares; 2024Q3: 12,210 shares 12,210 $986K 0.11% +956 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 6,672 shares; 2024Q3: 7,375 shares 7,375 $973K 0.11% +703 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 2,976 shares; 2023Q1: 2,185 shares; 2023Q2: 2,240 shares; 2023Q3: 2,240 shares; 2023Q4: 2,504 shares; 2024Q1: 2,902 shares; 2024Q2: 3,023 shares; 2024Q3: 3,114 shares 3,114 $948K 0.1% +91 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; 2022Q4: 5,729 shares; 2023Q1: 5,748 shares; 2023Q2: 5,742 shares; 2023Q3: 6,107 shares; 2023Q4: 6,264 shares; 2024Q1: 6,362 shares; 2024Q2: 8,112 shares; 2024Q3: 8,157 shares 8,157 $926K 0.1% +45 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 6,674 shares; 2024Q3: 7,255 shares 7,255 $915K 0.1% +581 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 4,004 shares; 2023Q1: 1,898 shares; 2023Q2: 1,898 shares; 2023Q3: 2,034 shares; 2023Q4: 2,092 shares; 2024Q1: 2,208 shares; 2024Q2: 2,326 shares; 2024Q3: 2,405 shares 2,405 $903K 0.1% +79 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; 2022Q4: 7,897 shares; 2023Q1: 7,985 shares; 2023Q2: 7,889 shares; 2023Q3: 7,958 shares; 2023Q4: 8,202 shares; 2024Q1: 10,360 shares; 2024Q2: 12,694 shares; 2024Q3: 12,553 shares 12,553 $902K 0.1% -141 Timeline ACIO ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 42,963 shares; 2024Q1: 25,301 shares; 2024Q2: 21,802 shares; 2024Q3: 21,812 shares 21,812 $867K 0.1% +10 Timeline NUBD NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 37,596 shares; 2024Q3: 37,610 shares 37,610 $854K 0.09% +14 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 2,074 shares; 2023Q1: 1,879 shares; 2023Q2: 1,876 shares; 2023Q3: 1,920 shares; 2023Q4: 1,858 shares; 2024Q1: 2,048 shares; 2024Q2: 2,120 shares; 2024Q3: 2,181 shares 2,181 $853K 0.09% +61 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; 2022Q4: 2,921 shares; 2023Q1: 2,954 shares; 2023Q2: 2,774 shares; 2023Q3: 2,848 shares; 2023Q4: 3,029 shares; 2024Q1: 3,084 shares; 2024Q2: 4,193 shares; 2024Q3: 4,207 shares 4,207 $845K 0.09% +14 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 15,130 shares; 2024Q3: 13,403 shares 13,403 $835K 0.09% -1,727 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 395 shares; 2024Q3: 4,751 shares 4,751 $820K 0.09% +4,356 Timeline FDL 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; 2022Q4: 19,574 shares; 2023Q1: 19,574 shares; 2023Q2: 19,224 shares; 2023Q3: 19,224 shares; 2023Q4: 19,224 shares; 2024Q1: 19,398 shares; 2024Q2: 19,398 shares; 2024Q3: 19,398 shares 19,398 $814K 0.09% 0 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; 2022Q4: 40,048 shares; 2023Q1: 11,126 shares; 2023Q2: 6,957 shares; 2023Q3: 8,500 shares; 2023Q4: 12,845 shares; 2024Q1: 17,161 shares; 2024Q2: 23,516 shares; 2024Q3: 15,311 shares 15,311 $809K 0.09% -8,205 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 6,170 shares; 2024Q3: 5,878 shares 5,878 $804K 0.09% -292 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 3,483 shares; 2023Q1: 3,494 shares; 2023Q2: 3,422 shares; 2023Q3: 3,872 shares; 2023Q4: 4,075 shares; 2024Q1: 4,269 shares; 2024Q2: 5,490 shares; 2024Q3: 5,319 shares 5,319 $783K 0.09% -171 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; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 10,668 shares; 2023Q3: 13,837 shares; 2023Q4: 13,610 shares; 2024Q1: 16,342 shares; 2024Q2: 17,974 shares; 2024Q3: 18,911 shares 18,911 $781K 0.09% +937 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; 2022Q4: 6,831 shares; 2023Q1: 8,274 shares; 2023Q2: 8,344 shares; 2023Q3: 10,845 shares; 2023Q4: 12,504 shares; 2024Q1: 11,922 shares; 2024Q2: 20,251 shares; 2024Q3: 19,411 shares 19,411 $770K 0.08% -840 Timeline LEAD SIREN ETF TR More: the full row for SIREN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 13,742 shares; 2023Q1: 12,822 shares; 2023Q2: 12,192 shares; 2023Q3: 11,381 shares; 2023Q4: 11,401 shares; 2024Q1: 11,413 shares; 2024Q2: 11,230 shares; 2024Q3: 10,877 shares 10,877 $754K 0.08% -353 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 2,229 shares; 2023Q1: 2,240 shares; 2023Q2: 2,198 shares; 2023Q3: 5,039 shares; 2023Q4: 4,997 shares; 2024Q1: 5,614 shares; 2024Q2: 6,123 shares; 2024Q3: 6,216 shares 6,216 $740K 0.08% +93 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; 2022Q4: 6,278 shares; 2023Q1: 6,298 shares; 2023Q2: 6,079 shares; 2023Q3: 7,674 shares; 2023Q4: 7,851 shares; 2024Q1: 7,620 shares; 2024Q2: 8,706 shares; 2024Q3: 8,650 shares 8,650 $731K 0.08% -56 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; 2022Q4: 4,140 shares; 2023Q1: 3,313 shares; 2023Q2: 3,311 shares; 2023Q3: 3,006 shares; 2023Q4: 3,006 shares; 2024Q1: 3,008 shares; 2024Q2: 3,008 shares; 2024Q3: 3,008 shares 3,008 $731K 0.08% 0 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 3,314 shares; 2023Q1: 3,318 shares; 2023Q2: 3,314 shares; 2023Q3: 4,014 shares; 2023Q4: 3,714 shares; 2024Q1: 3,692 shares; 2024Q2: 3,795 shares; 2024Q3: 3,795 shares 3,795 $702K 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; 2022Q4: 9,895 shares; 2023Q1: 24,811 shares; 2023Q2: 24,771 shares; 2023Q3: 23,543 shares; 2023Q4: 23,478 shares; 2024Q1: 24,079 shares; 2024Q2: 23,962 shares; 2024Q3: 24,102 shares 24,102 $698K 0.08% +140 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 756 shares; 2023Q1: 756 shares; 2023Q2: 740 shares; 2023Q3: 750 shares; 2023Q4: 782 shares; 2024Q1: 939 shares; 2024Q2: 1,110 shares; 2024Q3: 1,125 shares 1,125 $696K 0.08% +15 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; 2022Q4: 4,353 shares; 2023Q1: not reported; 2023Q2: 3,408 shares; 2023Q3: 3,414 shares; 2023Q4: 3,733 shares; 2024Q1: 8,227 shares; 2024Q2: 8,232 shares; 2024Q3: 8,174 shares 8,174 $678K 0.07% -58 Timeline NUSC NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 15,513 shares; 2024Q3: 15,713 shares 15,713 $673K 0.07% +200 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,301 shares; 2024Q1: 1,386 shares; 2024Q2: 2,412 shares; 2024Q3: 2,539 shares 2,539 $664K 0.07% +127 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 3,480 shares; 2023Q1: 3,190 shares; 2023Q2: 3,090 shares; 2023Q3: 3,092 shares; 2023Q4: 3,096 shares; 2024Q1: 3,097 shares; 2024Q2: 3,097 shares; 2024Q3: 2,996 shares 2,996 $655K 0.07% -101 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 1,773 shares; 2023Q1: 1,490 shares; 2023Q2: 1,433 shares; 2023Q3: 1,434 shares; 2023Q4: 1,487 shares; 2024Q1: 1,469 shares; 2024Q2: 1,771 shares; 2024Q3: 1,844 shares 1,844 $652K 0.07% +73 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 6,331 shares; 2023Q1: 6,331 shares; 2023Q2: 6,027 shares; 2023Q3: 6,027 shares; 2023Q4: 6,027 shares; 2024Q1: 6,027 shares; 2024Q2: 6,027 shares; 2024Q3: 6,092 shares 6,092 $650K 0.07% +65 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; 2022Q4: 3,573 shares; 2023Q1: 3,447 shares; 2023Q2: 3,290 shares; 2023Q3: 3,745 shares; 2023Q4: 3,067 shares; 2024Q1: 3,065 shares; 2024Q2: 2,943 shares; 2024Q3: 2,807 shares 2,807 $634K 0.07% -136 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 5,285 shares; 2023Q1: 6,219 shares; 2023Q2: 6,217 shares; 2023Q3: 6,217 shares; 2023Q4: 6,602 shares; 2024Q1: 6,505 shares; 2024Q2: 7,201 shares; 2024Q3: 7,098 shares 7,098 $633K 0.07% -103 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 16,866 shares; 2024Q3: 15,387 shares 15,387 $625K 0.07% -1,479 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 25,235 shares; 2024Q3: 25,939 shares 25,939 $624K 0.07% +704 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 14,447 shares; 2024Q3: 12,524 shares 12,524 $609K 0.07% -1,923 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 2,189 shares; 2023Q1: 2,194 shares; 2023Q2: 2,015 shares; 2023Q3: 2,010 shares; 2023Q4: 2,693 shares; 2024Q1: 2,718 shares; 2024Q2: 2,927 shares; 2024Q3: 2,931 shares 2,931 $606K 0.07% +4 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; 2022Q4: 1,692 shares; 2023Q1: 1,707 shares; 2023Q2: 1,080 shares; 2023Q3: 1,420 shares; 2023Q4: 1,284 shares; 2024Q1: 1,030 shares; 2024Q2: 1,046 shares; 2024Q3: 1,046 shares 1,046 $600K 0.07% 0 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; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 10,997 shares; 2024Q2: 10,997 shares; 2024Q3: 11,040 shares 11,040 $584K 0.06% +43 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; 2022Q4: 13,464 shares; 2023Q1: 12,676 shares; 2023Q2: 12,491 shares; 2023Q3: 11,785 shares; 2023Q4: 11,693 shares; 2024Q1: 11,910 shares; 2024Q2: 13,808 shares; 2024Q3: 13,833 shares 13,833 $578K 0.06% +25 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; 2022Q4: 6,300 shares; 2023Q1: 6,348 shares; 2023Q2: 6,028 shares; 2023Q3: 5,802 shares; 2023Q4: 6,047 shares; 2024Q1: 6,647 shares; 2024Q2: 6,171 shares; 2024Q3: 5,699 shares 5,699 $548K 0.06% -472 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 995 shares; 2023Q1: 928 shares; 2023Q2: 925 shares; 2023Q3: 1,277 shares; 2023Q4: 1,280 shares; 2024Q1: 1,283 shares; 2024Q2: 1,285 shares; 2024Q3: 1,287 shares 1,287 $545K 0.06% +2 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 2,749 shares; 2023Q1: 2,265 shares; 2023Q2: 2,541 shares; 2023Q3: 2,589 shares; 2023Q4: 2,597 shares; 2024Q1: 2,677 shares; 2024Q2: 3,176 shares; 2024Q3: 3,182 shares 3,182 $542K 0.06% +6 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; 2022Q4: 9,173 shares; 2023Q1: 9,911 shares; 2023Q2: 9,768 shares; 2023Q3: 9,993 shares; 2023Q4: 10,299 shares; 2024Q1: 11,452 shares; 2024Q2: 11,774 shares; 2024Q3: 11,843 shares 11,843 $532K 0.06% +69 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; 2022Q4: 2,596 shares; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,647 shares; 2024Q1: 1,696 shares; 2024Q2: 1,902 shares; 2024Q3: 1,900 shares 1,900 $515K 0.06% -2 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 3,727 shares; 2024Q1: not reported; 2024Q2: 7,071 shares; 2024Q3: 7,226 shares 7,226 $512K 0.06% +155 Timeline SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 21,282 shares; 2024Q3: 21,489 shares 21,489 $511K 0.06% +207 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 6,903 shares; 2023Q1: 6,883 shares; 2023Q2: 6,863 shares; 2023Q3: 6,863 shares; 2023Q4: 8,537 shares; 2024Q1: 7,370 shares; 2024Q2: 12,743 shares; 2024Q3: 12,495 shares 12,495 $507K 0.06% -248 Timeline XBMEX BLACKROCK HEALTH SCIENCES TR More: the full row for BLACKROCK HEALTH SCIENCES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 15,534 shares; 2023Q1: 12,870 shares; 2023Q2: 12,412 shares; 2023Q3: 12,243 shares; 2023Q4: 11,825 shares; 2024Q1: 11,855 shares; 2024Q2: 11,805 shares; 2024Q3: 11,874 shares 11,874 $498K 0.05% +69 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 2,460 shares; 2023Q1: 2,464 shares; 2023Q2: 2,467 shares; 2023Q3: 2,467 shares; 2023Q4: 2,547 shares; 2024Q1: 3,195 shares; 2024Q2: 3,320 shares; 2024Q3: 3,372 shares 3,372 $493K 0.05% +52 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,250 shares; 2024Q3: 2,375 shares 2,375 $491K 0.05% +125 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 26,553 shares; 2023Q1: 27,288 shares; 2023Q2: 16,598 shares; 2023Q3: 16,427 shares; 2023Q4: 13,725 shares; 2024Q1: 13,435 shares; 2024Q2: 13,435 shares; 2024Q3: 11,871 shares 11,871 $489K 0.05% -1,564 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; 2022Q4: 1,284 shares; 2023Q1: 1,287 shares; 2023Q2: 1,268 shares; 2023Q3: 1,310 shares; 2023Q4: 1,298 shares; 2024Q1: 1,284 shares; 2024Q2: 1,729 shares; 2024Q3: 1,799 shares 1,799 $487K 0.05% +70 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,082 shares; 2024Q3: 1,253 shares 1,253 $487K 0.05% +171 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; 2022Q4: not reported; 2023Q1: 11,120 shares; 2023Q2: 11,063 shares; 2023Q3: 11,234 shares; 2023Q4: 12,877 shares; 2024Q1: 15,505 shares; 2024Q2: 22,314 shares; 2024Q3: 21,925 shares 21,925 $482K 0.05% -389 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 11,193 shares; 2024Q3: 13,023 shares 13,023 $474K 0.05% +1,830 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; 2022Q4: 9,315 shares; 2023Q1: 8,335 shares; 2023Q2: 8,309 shares; 2023Q3: 9,091 shares; 2023Q4: 8,757 shares; 2024Q1: 7,897 shares; 2024Q2: 8,678 shares; 2024Q3: 8,662 shares 8,662 $461K 0.05% -16 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 5,173 shares; 2023Q1: 4,798 shares; 2023Q2: 4,794 shares; 2023Q3: 4,786 shares; 2023Q4: 4,104 shares; 2024Q1: 4,010 shares; 2024Q2: 3,979 shares; 2024Q3: 4,018 shares 4,018 $458K 0.05% +39 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 927 shares; 2023Q1: 929 shares; 2023Q2: 902 shares; 2023Q3: 902 shares; 2023Q4: 905 shares; 2024Q1: 1,008 shares; 2024Q2: 705 shares; 2024Q3: 710 shares 710 $449K 0.05% +5 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; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 10,053 shares; 2024Q3: 8,737 shares 8,737 $447K 0.05% -1,316 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 662 shares; 2023Q1: 664 shares; 2023Q2: 662 shares; 2023Q3: 725 shares; 2023Q4: 725 shares; 2024Q1: 888 shares; 2024Q2: 953 shares; 2024Q3: 1,026 shares 1,026 $428K 0.05% +73 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 511 shares; 2024Q3: 480 shares 480 $426K 0.05% -31 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; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,923 shares; 2024Q1: 2,034 shares; 2024Q2: 2,167 shares; 2024Q3: 2,430 shares 2,430 $422K 0.05% +263 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; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 17,055 shares; 2024Q3: 15,921 shares 15,921 $418K 0.05% -1,134 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 2,147 shares; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,307 shares; 2024Q1: 1,549 shares; 2024Q2: 2,096 shares; 2024Q3: 2,058 shares 2,058 $416K 0.05% -38 Timeline FBT 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; 2022Q4: 2,941 shares; 2023Q1: 2,585 shares; 2023Q2: 2,585 shares; 2023Q3: 2,530 shares; 2023Q4: 2,530 shares; 2024Q1: 2,410 shares; 2024Q2: 2,410 shares; 2024Q3: 2,410 shares 2,410 $414K 0.05% 0 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,443 shares; 2024Q3: 1,528 shares 1,528 $409K 0.04% +85 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 984 shares; 2023Q1: 974 shares; 2023Q2: 968 shares; 2023Q3: 968 shares; 2023Q4: 653 shares; 2024Q1: 695 shares; 2024Q2: 798 shares; 2024Q3: 813 shares 813 $399K 0.04% +15 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; 2022Q4: 1,983 shares; 2023Q1: 1,983 shares; 2023Q2: 2,073 shares; 2023Q3: 2,073 shares; 2023Q4: 2,208 shares; 2024Q1: 2,308 shares; 2024Q2: 2,281 shares; 2024Q3: 2,281 shares 2,281 $382K 0.04% 0 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 443 shares; 2024Q2: 713 shares; 2024Q3: 773 shares 773 $382K 0.04% +60 Timeline SUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 15,032 shares; 2024Q3: 15,161 shares 15,161 $381K 0.04% +129 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 4,625 shares; 2023Q1: 3,978 shares; 2023Q2: 3,916 shares; 2023Q3: 3,962 shares; 2023Q4: 3,688 shares; 2024Q1: 3,643 shares; 2024Q2: 4,962 shares; 2024Q3: 4,301 shares 4,301 $380K 0.04% -661 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,526 shares; 2024Q3: 1,525 shares 1,525 $379K 0.04% -1 Timeline IMO IMPERIAL OIL LTD More: the full row for IMPERIAL OIL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 5,320 shares; 2024Q3: 5,320 shares 5,320 $375K 0.04% 0 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 8,184 shares; 2024Q2: 8,184 shares; 2024Q3: 8,184 shares 8,184 $374K 0.04% 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; 2022Q4: 8,605 shares; 2023Q1: 8,357 shares; 2023Q2: 7,882 shares; 2023Q3: 8,997 shares; 2023Q4: 8,312 shares; 2024Q1: 8,312 shares; 2024Q2: 8,482 shares; 2024Q3: 8,232 shares 8,232 $373K 0.04% -250 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 907 shares; 2024Q2: 1,099 shares; 2024Q3: 1,246 shares 1,246 $371K 0.04% +147 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 4,251 shares; 2024Q3: 5,738 shares 5,738 $371K 0.04% +1,487 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 5,758 shares; 2024Q1: 8,760 shares; 2024Q2: 8,486 shares; 2024Q3: 8,528 shares 8,528 $370K 0.04% +42 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 2,494 shares; 2023Q1: 2,974 shares; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 3,241 shares; 2024Q3: 3,469 shares 3,469 $368K 0.04% +228 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 11,204 shares; 2023Q1: 10,994 shares; 2023Q2: 10,394 shares; 2023Q3: 10,394 shares; 2023Q4: 10,519 shares; 2024Q1: 10,874 shares; 2024Q2: 10,874 shares; 2024Q3: 10,659 shares 10,659 $368K 0.04% -215 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; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 6,022 shares; 2024Q1: 6,020 shares; 2024Q2: 6,778 shares; 2024Q3: 6,474 shares 6,474 $366K 0.04% -304 Timeline ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 2,543 shares; 2023Q1: 2,548 shares; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 3,388 shares; 2024Q3: 3,155 shares 3,155 $361K 0.04% -233 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 4,123 shares; 2023Q1: 3,735 shares; 2023Q2: 3,602 shares; 2023Q3: 3,492 shares; 2023Q4: 3,595 shares; 2024Q1: 4,095 shares; 2024Q2: 3,748 shares; 2024Q3: 3,688 shares 3,688 $360K 0.04% -60 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 2,366 shares; 2023Q1: 2,370 shares; 2023Q2: 2,366 shares; 2023Q3: 2,370 shares; 2023Q4: 2,181 shares; 2024Q1: 2,181 shares; 2024Q2: 2,259 shares; 2024Q3: 2,259 shares 2,259 $359K 0.04% 0 Timeline IGPT 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; 2022Q4: 3,841 shares; 2023Q1: 3,407 shares; 2023Q2: 3,164 shares; 2023Q3: 8,457 shares; 2023Q4: 8,457 shares; 2024Q1: 8,457 shares; 2024Q2: 8,457 shares; 2024Q3: 7,763 shares 7,763 $353K 0.04% -694 Timeline PJP 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; 2022Q4: 4,355 shares; 2023Q1: 4,257 shares; 2023Q2: 4,259 shares; 2023Q3: 4,260 shares; 2023Q4: 4,049 shares; 2024Q1: 4,050 shares; 2024Q2: 4,052 shares; 2024Q3: 4,053 shares 4,053 $353K 0.04% +1 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 406 shares; 2024Q2: 642 shares; 2024Q3: 657 shares 657 $340K 0.04% +15 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,011 shares; 2024Q2: 1,163 shares; 2024Q3: 1,323 shares 1,323 $336K 0.04% +160 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 4,405 shares; 2023Q1: 4,352 shares; 2023Q2: 4,290 shares; 2023Q3: 4,429 shares; 2023Q4: 4,206 shares; 2024Q1: 3,839 shares; 2024Q2: 4,213 shares; 2024Q3: 4,249 shares 4,249 $331K 0.04% +36 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 11,728 shares; 2024Q1: 19,668 shares; 2024Q2: 18,243 shares; 2024Q3: 18,243 shares 18,243 $330K 0.04% 0 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 2,541 shares; 2023Q1: 2,646 shares; 2023Q2: 2,320 shares; 2023Q3: 2,867 shares; 2023Q4: 2,520 shares; 2024Q1: 2,573 shares; 2024Q2: 2,779 shares; 2024Q3: 2,996 shares 2,996 $327K 0.04% +217 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,612 shares; 2024Q3: 3,410 shares 3,410 $326K 0.04% +798 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 634 shares; 2023Q1: 634 shares; 2023Q2: 634 shares; 2023Q3: 634 shares; 2023Q4: 634 shares; 2024Q1: 634 shares; 2024Q2: 634 shares; 2024Q3: 641 shares 641 $325K 0.04% +7 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 5,016 shares; 2023Q1: 4,861 shares; 2023Q2: 5,961 shares; 2023Q3: 5,961 shares; 2023Q4: 5,992 shares; 2024Q1: 5,992 shares; 2024Q2: 5,983 shares; 2024Q3: 5,879 shares 5,879 $321K 0.04% -104 Timeline QQQX NUVEEN NASDAQ 100 DYNAMIC OV More: the full row for NUVEEN NASDAQ 100 DYNAMIC OV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 14,535 shares; 2023Q1: 13,896 shares; 2023Q2: 13,974 shares; 2023Q3: 13,167 shares; 2023Q4: 13,194 shares; 2024Q1: 13,264 shares; 2024Q2: 12,848 shares; 2024Q3: 12,705 shares 12,705 $319K 0.04% -143 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,688 shares; 2024Q3: 1,685 shares 1,685 $318K 0.03% -3 Timeline BLACKROCK INC BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 293 shares; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 264 shares; 2024Q1: 267 shares; 2024Q2: 324 shares; 2024Q3: 331 shares 331 $314K 0.03% +7 CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 11,552 shares; 2023Q4: 11,531 shares; 2024Q1: 12,210 shares; 2024Q2: 12,743 shares; 2024Q3: 8,965 shares 8,965 $310K 0.03% -3,778 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; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 825 shares; 2024Q2: 1,116 shares; 2024Q3: 1,116 shares 1,116 $309K 0.03% 0 Timeline CPB THE CAMPBELLS COMPANY More: the full row for THE CAMPBELLS COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 5,667 shares; 2023Q1: 5,676 shares; 2023Q2: 5,565 shares; 2023Q3: 5,566 shares; 2023Q4: 5,566 shares; 2024Q1: 5,590 shares; 2024Q2: 6,068 shares; 2024Q3: 6,200 shares 6,200 $303K 0.03% +132 Timeline FTCS 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; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 6,275 shares; 2024Q2: 6,029 shares; 2024Q3: 3,318 shares 3,318 $301K 0.03% -2,711 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; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,497 shares; 2024Q3: 2,544 shares 2,544 $299K 0.03% +47 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 561 shares; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 482 shares; 2023Q4: 475 shares; 2024Q1: 531 shares; 2024Q2: 638 shares; 2024Q3: 637 shares 637 $293K 0.03% -1 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; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 5,426 shares; 2024Q1: 6,512 shares; 2024Q2: 9,370 shares; 2024Q3: 6,055 shares 6,055 $290K 0.03% -3,315 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 1,161 shares; 2023Q3: 1,182 shares; 2023Q4: 1,188 shares; 2024Q1: 1,391 shares; 2024Q2: 916 shares; 2024Q3: 896 shares 896 $289K 0.03% -20 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 1,972 shares; 2023Q1: 1,632 shares; 2023Q2: 1,632 shares; 2023Q3: 1,632 shares; 2023Q4: 1,559 shares; 2024Q1: 1,443 shares; 2024Q2: 1,443 shares; 2024Q3: 1,363 shares 1,363 $289K 0.03% -80 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: 3,187 shares; 2023Q2: 2,881 shares; 2023Q3: not reported; 2023Q4: 2,889 shares; 2024Q1: 2,890 shares; 2024Q2: 3,013 shares; 2024Q3: 3,015 shares 3,015 $289K 0.03% +2 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; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 853 shares; 2024Q1: 864 shares; 2024Q2: 868 shares; 2024Q3: 868 shares 868 $288K 0.03% 0 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,718 shares; 2024Q3: 2,740 shares 2,740 $286K 0.03% +22 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; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,875 shares; 2024Q3: 3,747 shares 3,747 $281K 0.03% +872 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 1,204 shares; 2023Q1: 1,205 shares; 2023Q2: 1,154 shares; 2023Q3: 1,154 shares; 2023Q4: 1,154 shares; 2024Q1: 1,154 shares; 2024Q2: 1,058 shares; 2024Q3: 1,055 shares 1,055 $277K 0.03% -3 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 851 shares; 2024Q1: 776 shares; 2024Q2: 757 shares; 2024Q3: 763 shares 763 $276K 0.03% +6 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 3,055 shares; 2024Q1: 3,080 shares; 2024Q2: 3,233 shares; 2024Q3: 2,976 shares 2,976 $271K 0.03% -257 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: 3,499 shares; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 4,557 shares; 2024Q3: 4,557 shares 4,557 $268K 0.03% 0 Timeline EOS EATON VANCE ENHANCED EQUITY More: the full row for EATON VANCE ENHANCED EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 22,071 shares; 2023Q1: 17,426 shares; 2023Q2: 14,791 shares; 2023Q3: 13,349 shares; 2023Q4: 13,437 shares; 2024Q1: 13,352 shares; 2024Q2: 13,404 shares; 2024Q3: 12,327 shares 12,327 $268K 0.03% -1,077 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,551 shares; 2024Q3: 1,559 shares 1,559 $265K 0.03% +8 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 4,920 shares; 2023Q1: 4,920 shares; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 4,445 shares; 2024Q1: 5,300 shares; 2024Q2: 5,300 shares; 2024Q3: 5,120 shares 5,120 $262K 0.03% -180 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 2,316 shares; 2023Q1: 2,074 shares; 2023Q2: 2,074 shares; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,019 shares; 2024Q3: 2,130 shares 2,130 $258K 0.03% +111 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 6,216 shares; 2024Q2: 6,216 shares; 2024Q3: 6,216 shares 6,216 $258K 0.03% 0 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 3,009 shares; 2024Q2: 3,189 shares; 2024Q3: 3,209 shares 3,209 $258K 0.03% +20 Timeline HYLS 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; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 6,185 shares; 2024Q1: 6,185 shares; 2024Q2: 6,185 shares; 2024Q3: 6,126 shares 6,126 $257K 0.03% -59 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,854 shares; 2024Q1: 2,176 shares; 2024Q2: 2,228 shares; 2024Q3: 2,428 shares 2,428 $256K 0.03% +200 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 515 shares; 2024Q3: 514 shares 514 $254K 0.03% -1 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 676 shares; 2024Q2: 904 shares; 2024Q3: 929 shares 929 $254K 0.03% +25 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 1,797 shares; 2023Q4: 1,787 shares; 2024Q1: 1,804 shares; 2024Q2: 1,912 shares; 2024Q3: 1,912 shares 1,912 $251K 0.03% 0 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 343 shares; 2024Q3: 343 shares 343 $243K 0.03% 0 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 4,783 shares; 2024Q2: 4,873 shares; 2024Q3: 4,752 shares 4,752 $243K 0.03% -121 Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 4,142 shares; 2024Q3: 4,170 shares 4,170 $242K 0.03% +28 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 14,353 shares; 2023Q1: 11,648 shares; 2023Q2: 11,651 shares; 2023Q3: 11,656 shares; 2023Q4: 11,660 shares; 2024Q1: 10,821 shares; 2024Q2: 10,825 shares; 2024Q3: 6,174 shares 6,174 $238K 0.03% -4,651 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; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 5,218 shares; 2024Q2: 5,218 shares; 2024Q3: 5,219 shares 5,219 $238K 0.03% +1 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,452 shares 1,452 $237K 0.03% new Timeline SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 8,072 shares; 2024Q2: 8,102 shares; 2024Q3: 8,102 shares 8,102 $235K 0.03% 0 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,255 shares; 2024Q3: 2,003 shares 2,003 $234K 0.03% -252 Timeline ETV EATON VANCE TAX-MANAGED BUY- More: the full row for EATON VANCE TAX-MANAGED BUY- Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 20,550 shares; 2023Q1: 19,583 shares; 2023Q2: 19,478 shares; 2023Q3: 18,028 shares; 2023Q4: 18,089 shares; 2024Q1: 18,168 shares; 2024Q2: 17,130 shares; 2024Q3: 16,902 shares 16,902 $233K 0.03% -228 Timeline SPMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 10,288 shares; 2024Q2: 10,337 shares; 2024Q3: 10,337 shares 10,337 $233K 0.03% 0 Timeline IYK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 1,091 shares; 2023Q1: 1,092 shares; 2023Q2: 1,092 shares; 2023Q3: 1,092 shares; 2023Q4: 1,094 shares; 2024Q1: 3,281 shares; 2024Q2: 3,282 shares; 2024Q3: 3,284 shares 3,284 $232K 0.03% +2 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 268 shares; 2024Q3: 277 shares 277 $231K 0.03% +9 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; 2022Q4: 4,370 shares; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 4,687 shares; 2024Q3: 4,699 shares 4,699 $230K 0.03% +12 Timeline SPEU 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; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 5,124 shares; 2024Q2: 5,124 shares; 2024Q3: 5,150 shares 5,150 $229K 0.03% +26 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 2,723 shares; 2024Q2: 2,723 shares; 2024Q3: 2,723 shares 2,723 $225K 0.02% 0 Timeline ABR ARBOR REALTY TRUST INC More: the full row for ARBOR REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 14,309 shares; 2023Q1: 14,309 shares; 2023Q2: 14,280 shares; 2023Q3: 14,280 shares; 2023Q4: 14,280 shares; 2024Q1: 14,280 shares; 2024Q2: 14,280 shares; 2024Q3: 14,280 shares 14,280 $222K 0.02% 0 Timeline FLHY 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; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 9,131 shares; 2023Q3: 10,149 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 8,903 shares; 2024Q3: 9,069 shares 9,069 $222K 0.02% +166 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; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 6,573 shares; 2024Q2: 6,573 shares; 2024Q3: 6,573 shares 6,573 $222K 0.02% 0 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; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 3,276 shares; 2024Q3: 3,281 shares 3,281 $221K 0.02% +5 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,302 shares 1,302 $214K 0.02% new Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 1,356 shares; 2023Q1: 1,364 shares; 2023Q2: 1,349 shares; 2023Q3: 1,410 shares; 2023Q4: 1,410 shares; 2024Q1: 1,421 shares; 2024Q2: 1,552 shares; 2024Q3: 1,530 shares 1,530 $209K 0.02% -22 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 3,267 shares; 2023Q1: 3,289 shares; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 3,201 shares 3,201 $203K 0.02% new Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,948 shares 1,948 $203K 0.02% 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; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 4,391 shares; 2024Q3: 3,928 shares 3,928 $202K 0.02% -463 Timeline EMLC VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 9,997 shares; 2024Q3: 7,953 shares 7,953 $202K 0.02% -2,044 Timeline ETW EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 23,728 shares; 2023Q1: 23,879 shares; 2023Q2: 24,033 shares; 2023Q3: 24,085 shares; 2023Q4: 23,566 shares; 2024Q1: 22,854 shares; 2024Q2: 21,797 shares; 2024Q3: 20,534 shares 20,534 $178K 0.02% -1,263 Timeline FUSB FIRST US BANCSHARES INC More: the full row for FIRST US BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 11,493 shares; 2024Q3: 11,493 shares 11,493 $127K 0.01% 0 Timeline ETJ EATON VANCE RISK-MANAGED DIV More: the full row for EATON VANCE RISK-MANAGED DIV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 23,347 shares; 2023Q1: 17,063 shares; 2023Q2: 15,942 shares; 2023Q3: 15,981 shares; 2023Q4: 14,927 shares; 2024Q1: 15,078 shares; 2024Q2: 15,081 shares; 2024Q3: 13,569 shares 13,569 $125K 0.01% -1,512 Timeline LYRA THERAPEUTICS INC LYRA THERAPEUTICS INC More: the full row for LYRA THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 11,932 shares 11,932 $3.07K <0.01% new