FIXD 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; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: 396,450 shares; 2024Q4: 492,104 shares; 2025Q1: 491,032 shares; 2025Q2: 471,877 shares 471,877 $20.7M 9.39% -19,155 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; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: 33,037 shares; 2024Q4: 33,493 shares; 2025Q1: 33,876 shares; 2025Q2: 32,045 shares 32,045 $18.2M 8.26% -1,831 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; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: 19,802 shares; 2024Q4: 19,221 shares; 2025Q1: 18,340 shares; 2025Q2: 17,301 shares 17,301 $10.7M 4.85% -1,039 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: 112,719 shares; 2024Q4: 112,315 shares; 2025Q1: 112,457 shares; 2025Q2: 112,365 shares 112,365 $10.1M 4.59% -92 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; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: 43,107 shares; 2024Q4: 43,036 shares; 2025Q1: 39,179 shares; 2025Q2: 36,344 shares 36,344 $8.25M 3.74% -2,835 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; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: 75,579 shares; 2024Q4: 80,176 shares; 2025Q1: 82,571 shares; 2025Q2: 90,850 shares 90,850 $6.69M 3.03% +8,279 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: 113,687 shares; 2024Q4: 109,510 shares; 2025Q1: 106,954 shares; 2025Q2: 105,859 shares 105,859 $6.64M 3.01% -1,095 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: 11,079 shares; 2024Q4: 133,795 shares; 2025Q1: 134,143 shares; 2025Q2: 129,184 shares 129,184 $6.35M 2.88% -4,959 Timeline QQEW 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; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: 45,838 shares; 2024Q4: 46,059 shares; 2025Q1: 45,764 shares; 2025Q2: 44,244 shares 44,244 $6.04M 2.74% -1,520 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: 46,731 shares; 2024Q4: 46,759 shares; 2025Q1: 45,614 shares; 2025Q2: 45,591 shares 45,591 $5M 2.27% -23 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; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: 103,472 shares; 2024Q4: 103,162 shares; 2025Q1: 102,074 shares; 2025Q2: 65,389 shares 65,389 $4.75M 2.16% -36,685 Timeline DFAR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: 198,133 shares; 2024Q4: 198,780 shares; 2025Q1: 196,940 shares; 2025Q2: 192,487 shares 192,487 $4.52M 2.05% -4,453 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: 44,171 shares; 2024Q4: 45,189 shares; 2025Q1: 45,761 shares; 2025Q2: 45,829 shares 45,829 $4.18M 1.89% +68 Timeline FMB 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; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: 69,316 shares; 2024Q4: 69,751 shares; 2025Q1: 71,658 shares; 2025Q2: 75,507 shares 75,507 $3.76M 1.71% +3,849 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: 107,482 shares; 2024Q4: 104,123 shares; 2025Q1: 102,069 shares; 2025Q2: 102,815 shares 102,815 $3.63M 1.65% +746 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: 17,377 shares; 2024Q4: 17,405 shares; 2025Q1: 17,850 shares; 2025Q2: 17,528 shares 17,528 $3.6M 1.63% -322 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: 119,434 shares; 2024Q4: 125,974 shares; 2025Q1: 125,708 shares; 2025Q2: 110,896 shares 110,896 $3.26M 1.48% -14,812 Timeline AVLV 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; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: 45,679 shares; 2024Q4: 47,851 shares; 2025Q1: 47,811 shares; 2025Q2: 44,674 shares 44,674 $3.05M 1.38% -3,137 Timeline OMFL INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: 46,013 shares; 2024Q4: 42,730 shares; 2025Q1: 40,078 shares; 2025Q2: 46,093 shares 46,093 $2.66M 1.21% +6,015 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; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: 31,756 shares; 2024Q4: 31,678 shares; 2025Q1: 32,612 shares; 2025Q2: 50,853 shares 50,853 $2.65M 1.2% +18,241 Timeline LCTU BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: 46,679 shares; 2024Q4: 43,212 shares; 2025Q1: 43,077 shares; 2025Q2: 38,239 shares 38,239 $2.57M 1.17% -4,838 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 37,608 shares 37,608 $2.3M 1.04% new Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: 43,803 shares; 2024Q4: 88,827 shares; 2025Q1: 88,177 shares; 2025Q2: 96,021 shares 96,021 $2.23M 1.01% +7,844 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: 4,352 shares; 2024Q4: 4,353 shares; 2025Q1: 4,471 shares; 2025Q2: 4,415 shares 4,415 $2.2M 1% -56 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: 33,719 shares; 2024Q4: 33,742 shares; 2025Q1: 33,914 shares; 2025Q2: 34,857 shares 34,857 $2.13M 0.97% +943 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: 11,712 shares; 2024Q4: 13,464 shares; 2025Q1: 13,944 shares; 2025Q2: 33,425 shares 33,425 $2.12M 0.96% +19,481 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: 9,973 shares; 2024Q4: 9,937 shares; 2025Q1: 10,361 shares; 2025Q2: 11,185 shares 11,185 $2.04M 0.93% +824 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; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: 21,560 shares; 2024Q4: 21,649 shares; 2025Q1: 33,949 shares; 2025Q2: 35,123 shares 35,123 $2M 0.91% +1,174 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: 37,183 shares; 2024Q4: 36,557 shares; 2025Q1: 36,933 shares; 2025Q2: 36,070 shares 36,070 $1.96M 0.89% -863 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: 25,324 shares; 2024Q4: 24,902 shares; 2025Q1: 24,792 shares; 2025Q2: 17,653 shares 17,653 $1.94M 0.88% -7,139 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: 17,245 shares; 2024Q4: 16,259 shares; 2025Q1: 16,250 shares; 2025Q2: 15,037 shares 15,037 $1.75M 0.79% -1,213 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: 50,378 shares; 2024Q4: 49,742 shares; 2025Q1: 49,528 shares; 2025Q2: 36,956 shares 36,956 $1.71M 0.77% -12,572 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; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: 45,742 shares; 2024Q4: 41,779 shares; 2025Q1: 29,338 shares; 2025Q2: 32,093 shares 32,093 $1.68M 0.76% +2,755 Timeline USXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: 36,329 shares; 2024Q4: 35,829 shares; 2025Q1: 36,196 shares; 2025Q2: 29,980 shares 29,980 $1.62M 0.73% -6,216 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; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: 59,746 shares; 2024Q4: 60,341 shares; 2025Q1: 60,547 shares; 2025Q2: 61,692 shares 61,692 $1.58M 0.72% +1,145 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: 5,985 shares; 2024Q4: 5,949 shares; 2025Q1: 6,278 shares; 2025Q2: 8,008 shares 8,008 $1.56M 0.71% +1,730 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; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: 3,140 shares; 2024Q4: 3,145 shares; 2025Q1: 2,923 shares; 2025Q2: 2,770 shares 2,770 $1.53M 0.69% -153 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: 3,782 shares; 2024Q4: 3,978 shares; 2025Q1: 4,467 shares; 2025Q2: 4,221 shares 4,221 $1.45M 0.66% -246 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: 9,041 shares; 2024Q4: 8,882 shares; 2025Q1: 8,900 shares; 2025Q2: 10,615 shares 10,615 $1.44M 0.65% +1,715 Timeline GOVI 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; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: 42,554 shares; 2024Q4: 41,394 shares; 2025Q1: 45,853 shares; 2025Q2: 51,330 shares 51,330 $1.41M 0.64% +5,477 Timeline SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: 63,213 shares; 2024Q4: 60,720 shares; 2025Q1: 60,680 shares; 2025Q2: 59,823 shares 59,823 $1.39M 0.63% -857 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; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: 15,492 shares; 2024Q4: 47,230 shares; 2025Q1: 50,358 shares; 2025Q2: 56,504 shares 56,504 $1.38M 0.63% +6,146 Timeline IMFL INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: 44,221 shares; 2024Q4: 44,242 shares; 2025Q1: 44,773 shares; 2025Q2: 48,717 shares 48,717 $1.35M 0.61% +3,944 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: 9,701 shares; 2024Q4: 9,660 shares; 2025Q1: 9,824 shares; 2025Q2: 21,774 shares 21,774 $1.31M 0.59% +11,950 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: 15,411 shares; 2024Q4: 12,744 shares; 2025Q1: 12,034 shares; 2025Q2: 14,562 shares 14,562 $1.3M 0.59% +2,528 Timeline XTEN BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27,362 shares 27,362 $1.26M 0.57% new Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: 3,061 shares; 2024Q4: 2,646 shares; 2025Q1: 2,650 shares; 2025Q2: 2,651 shares 2,651 $1.24M 0.56% +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; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: 6,193 shares; 2024Q4: 6,248 shares; 2025Q1: 22,716 shares; 2025Q2: 24,783 shares 24,783 $1.23M 0.56% +2,067 Timeline GTO INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: 19,303 shares; 2024Q4: 19,393 shares; 2025Q1: 20,021 shares; 2025Q2: 23,213 shares 23,213 $1.09M 0.49% +3,192 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: 5,201 shares; 2024Q4: 5,201 shares; 2025Q1: 5,202 shares; 2025Q2: 5,203 shares 5,203 $1.08M 0.49% +1 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: 25,215 shares; 2024Q4: 24,021 shares; 2025Q1: 23,273 shares; 2025Q2: 26,718 shares 26,718 $1.05M 0.47% +3,445 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: 3,459 shares; 2024Q4: 3,476 shares; 2025Q1: 3,500 shares; 2025Q2: 3,517 shares 3,517 $1.03M 0.47% +17 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; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: 24,116 shares; 2024Q4: 24,554 shares; 2025Q1: 23,494 shares; 2025Q2: 24,916 shares 24,916 $1.01M 0.46% +1,422 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: 10,395 shares; 2024Q4: 9,295 shares; 2025Q1: 8,879 shares; 2025Q2: 8,784 shares 8,784 $918K 0.42% -95 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: 14,624 shares; 2024Q4: 14,664 shares; 2025Q1: 14,097 shares; 2025Q2: 8,000 shares 8,000 $896K 0.41% -6,097 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; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: 3,091 shares; 2024Q4: 2,982 shares; 2025Q1: 3,009 shares; 2025Q2: 3,012 shares 3,012 $873K 0.4% +3 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: 11,070 shares; 2024Q4: 11,698 shares; 2025Q1: 11,696 shares; 2025Q2: 18,341 shares 18,341 $872K 0.4% +6,645 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; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: 6,999 shares; 2024Q4: 5,147 shares; 2025Q1: 5,179 shares; 2025Q2: 4,861 shares 4,861 $859K 0.39% -318 Timeline DMXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: 12,246 shares; 2024Q4: 13,352 shares; 2025Q1: 13,353 shares; 2025Q2: 11,537 shares 11,537 $859K 0.39% -1,816 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23,267 shares 23,267 $828K 0.38% new Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: 9,652 shares; 2024Q4: 9,567 shares; 2025Q1: 9,594 shares; 2025Q2: 8,549 shares 8,549 $803K 0.36% -1,045 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: 6,727 shares; 2024Q4: 5,077 shares; 2025Q1: 5,337 shares; 2025Q2: 7,838 shares 7,838 $778K 0.35% +2,501 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: 10,744 shares; 2024Q4: 10,827 shares; 2025Q1: 10,243 shares; 2025Q2: 9,926 shares 9,926 $768K 0.35% -317 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: 4,757 shares; 2024Q4: 4,758 shares; 2025Q1: 4,993 shares; 2025Q2: 4,742 shares 4,742 $749K 0.34% -251 Timeline WTMF WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: 17,360 shares; 2024Q4: 17,642 shares; 2025Q1: 17,602 shares; 2025Q2: 20,734 shares 20,734 $732K 0.33% +3,132 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: 1,115 shares; 2024Q4: 1,618 shares; 2025Q1: 2,194 shares; 2025Q2: 2,131 shares 2,131 $677K 0.31% -63 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; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: 23,587 shares; 2024Q4: 23,436 shares; 2025Q1: 23,201 shares; 2025Q2: 23,277 shares 23,277 $674K 0.31% +76 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: 4,422 shares; 2024Q4: 4,430 shares; 2025Q1: 4,496 shares; 2025Q2: 4,380 shares 4,380 $669K 0.3% -116 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: 5,922 shares; 2024Q4: 5,929 shares; 2025Q1: 5,931 shares; 2025Q2: 5,934 shares 5,934 $648K 0.29% +3 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: 4,382 shares; 2024Q4: 4,377 shares; 2025Q1: 4,397 shares; 2025Q2: 3,736 shares 3,736 $647K 0.29% -661 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; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: 2,061 shares; 2024Q4: 2,125 shares; 2025Q1: 2,061 shares; 2025Q2: 2,060 shares 2,060 $626K 0.28% -1 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; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: 13,070 shares; 2024Q4: 26,564 shares; 2025Q1: 25,050 shares; 2025Q2: 27,978 shares 27,978 $618K 0.28% +2,928 Timeline SPMO 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; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,376 shares 5,376 $605K 0.27% new Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: 3,948 shares; 2024Q4: 3,977 shares; 2025Q1: 4,003 shares; 2025Q2: 4,332 shares 4,332 $577K 0.26% +329 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; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: 2,926 shares; 2024Q4: 3,199 shares; 2025Q1: 3,206 shares; 2025Q2: 3,083 shares 3,083 $560K 0.25% -123 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: 3,687 shares; 2024Q4: 3,720 shares; 2025Q1: 3,787 shares; 2025Q2: 4,161 shares 4,161 $559K 0.25% +374 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,874 shares 10,874 $556K 0.25% new 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; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: 2,750 shares; 2024Q4: 2,736 shares; 2025Q1: 2,745 shares; 2025Q2: 2,752 shares 2,752 $530K 0.24% +7 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; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: 8,683 shares; 2024Q4: 8,744 shares; 2025Q1: 9,029 shares; 2025Q2: 10,379 shares 10,379 $527K 0.24% +1,350 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; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: 2,661 shares; 2024Q4: 2,842 shares; 2025Q1: 3,293 shares; 2025Q2: 3,297 shares 3,297 $525K 0.24% +4 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; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: 11,885 shares; 2024Q4: 11,704 shares; 2025Q1: 11,704 shares; 2025Q2: 12,263 shares 12,263 $524K 0.24% +559 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; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: 1,697 shares; 2024Q4: 2,140 shares; 2025Q1: 2,201 shares; 2025Q2: 2,317 shares 2,317 $508K 0.23% +116 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,454 shares 9,454 $500K 0.23% new 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; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: 7,689 shares; 2024Q4: 5,776 shares; 2025Q1: 5,421 shares; 2025Q2: 5,421 shares 5,421 $493K 0.22% 0 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; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: 2,178 shares; 2024Q4: 2,080 shares; 2025Q1: 2,082 shares; 2025Q2: 2,026 shares 2,026 $480K 0.22% -56 Timeline FVD 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; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: 11,406 shares; 2024Q4: 10,691 shares; 2025Q1: 10,691 shares; 2025Q2: 10,693 shares 10,693 $478K 0.22% +2 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: 2,511 shares; 2024Q4: 2,520 shares; 2025Q1: 2,544 shares; 2025Q2: 2,552 shares 2,552 $474K 0.21% +8 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: 6,551 shares; 2024Q4: 6,563 shares; 2025Q1: 6,457 shares; 2025Q2: 7,433 shares 7,433 $461K 0.21% +976 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; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: 9,283 shares; 2024Q4: 8,364 shares; 2025Q1: 8,330 shares; 2025Q2: 8,355 shares 8,355 $454K 0.21% +25 Timeline JMEE 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; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: 6,767 shares; 2024Q4: 6,793 shares; 2025Q1: 6,517 shares; 2025Q2: 7,543 shares 7,543 $447K 0.2% +1,026 Timeline LCTD BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: 8,268 shares; 2024Q4: 8,549 shares; 2025Q1: 8,533 shares; 2025Q2: 8,711 shares 8,711 $443K 0.2% +178 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: 1,314 shares; 2024Q4: 1,318 shares; 2025Q1: 1,322 shares; 2025Q2: 1,324 shares 1,324 $440K 0.2% +2 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: 710 shares; 2024Q4: 749 shares; 2025Q1: 750 shares; 2025Q2: 724 shares 724 $410K 0.19% -26 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: 3,436 shares; 2024Q4: 4,069 shares; 2025Q1: 4,587 shares; 2025Q2: 4,880 shares 4,880 $407K 0.18% +293 Timeline FTA FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: 5,006 shares; 2024Q4: 5,014 shares; 2025Q1: 5,021 shares; 2025Q2: 5,027 shares 5,027 $395K 0.18% +6 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,707 shares; 2025Q2: 2,714 shares 2,714 $370K 0.17% +7 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; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: 489 shares; 2024Q4: 490 shares; 2025Q1: 498 shares; 2025Q2: 465 shares 465 $363K 0.16% -33 Timeline EUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: 6,419 shares; 2024Q4: 7,119 shares; 2025Q1: 6,940 shares; 2025Q2: 8,089 shares 8,089 $352K 0.16% +1,149 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,187 shares 5,187 $340K 0.15% new Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: 2,651 shares; 2024Q4: 3,407 shares; 2025Q1: 3,447 shares; 2025Q2: 3,459 shares 3,459 $338K 0.15% +12 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; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: 8,044 shares; 2024Q4: 8,034 shares; 2025Q1: 7,492 shares; 2025Q2: 6,816 shares 6,816 $337K 0.15% -676 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: 4,841 shares; 2024Q4: 4,863 shares; 2025Q1: 4,637 shares; 2025Q2: 4,247 shares 4,247 $334K 0.15% -390 Timeline BKLN 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; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: 13,756 shares; 2024Q4: 13,879 shares; 2025Q1: 13,286 shares; 2025Q2: 15,584 shares 15,584 $326K 0.15% +2,298 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,092 shares 11,092 $320K 0.15% new Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: 7,925 shares; 2024Q4: 8,044 shares; 2025Q1: 8,071 shares; 2025Q2: 10,398 shares 10,398 $276K 0.13% +2,327 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: 1,260 shares; 2024Q4: 1,401 shares; 2025Q1: 1,501 shares; 2025Q2: 1,534 shares 1,534 $272K 0.12% +33 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; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not reported; 2024Q4: 4,824 shares; 2025Q1: 4,589 shares; 2025Q2: 4,601 shares 4,601 $270K 0.12% +12 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; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: 5,582 shares; 2024Q4: 5,582 shares; 2025Q1: 6,096 shares; 2025Q2: 6,096 shares 6,096 $266K 0.12% 0 Timeline FNX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: 2,323 shares; 2024Q4: 2,326 shares; 2025Q1: 2,285 shares; 2025Q2: 2,282 shares 2,282 $262K 0.12% -3 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; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: 2,042 shares; 2024Q4: 8,230 shares; 2025Q1: 8,232 shares; 2025Q2: 8,932 shares 8,932 $261K 0.12% +700 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: 3,995 shares; 2024Q4: 3,995 shares; 2025Q1: 3,995 shares; 2025Q2: 3,870 shares 3,870 $259K 0.12% -125 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: 5,787 shares; 2024Q4: 12,685 shares; 2025Q1: 12,141 shares; 2025Q2: 9,237 shares 9,237 $246K 0.11% -2,904 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,050 shares 1,050 $230K 0.1% 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; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,911 shares 8,911 $225K 0.1% new Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: 3,145 shares; 2024Q4: 9,029 shares; 2025Q1: 9,038 shares; 2025Q2: 8,984 shares 8,984 $220K 0.1% -54 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; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 721 shares 721 $220K 0.1% new 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; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,519 shares 3,519 $219K 0.1% new Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: 2,484 shares; 2024Q4: 2,493 shares; 2025Q1: 2,510 shares; 2025Q2: 2,537 shares 2,537 $210K 0.1% +27 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; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: 6,109 shares; 2024Q4: 5,047 shares; 2025Q1: 4,986 shares; 2025Q2: 4,911 shares 4,911 $209K 0.09% -75 Timeline SRLN 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; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,882 shares 4,882 $203K 0.09% new Timeline