QGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 68,665 shares; 2024Q4: 99,618 shares; 2025Q1: 174,313 shares; 2025Q2: 225,376 shares; 2025Q3: 251,764 shares; 2025Q4: 285,340 shares; 2026Q1: 294,796 shares; 2026Q2: 297,728 shares 297,728 $19.7M 5.81% +2,932 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 120,898 shares; 2024Q4: 145,778 shares; 2025Q1: 162,205 shares; 2025Q2: 179,814 shares; 2025Q3: 189,235 shares; 2025Q4: 191,301 shares; 2026Q1: 196,364 shares; 2026Q2: 186,600 shares 186,600 $19.4M 5.73% -9,764 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 176,000 shares; 2024Q4: 179,092 shares; 2025Q1: 198,247 shares; 2025Q2: 209,403 shares; 2025Q3: 222,561 shares; 2025Q4: 230,112 shares; 2026Q1: 233,742 shares; 2026Q2: 236,419 shares 236,419 $16.8M 4.98% +2,677 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 81,785 shares; 2024Q4: 102,659 shares; 2025Q1: 110,281 shares; 2025Q2: 253,909 shares; 2025Q3: 414,927 shares; 2025Q4: 422,290 shares; 2026Q1: 361,062 shares; 2026Q2: 319,338 shares 319,338 $16.1M 4.75% -41,724 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,423 shares; 2024Q4: 14,877 shares; 2025Q1: 17,252 shares; 2025Q2: 18,365 shares; 2025Q3: 18,898 shares; 2025Q4: 19,032 shares; 2026Q1: 19,841 shares; 2026Q2: 19,184 shares 19,184 $14.4M 4.25% -657 Timeline UCON 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; 2024Q3: 364,887 shares; 2024Q4: 409,485 shares; 2025Q1: 456,372 shares; 2025Q2: 507,151 shares; 2025Q3: 548,790 shares; 2025Q4: 563,499 shares; 2026Q1: 567,078 shares; 2026Q2: 536,383 shares 536,383 $13.3M 3.94% -30,695 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,259 shares; 2024Q4: 13,350 shares; 2025Q1: 13,443 shares; 2025Q2: 13,794 shares; 2025Q3: 13,864 shares; 2025Q4: 14,255 shares; 2026Q1: 14,432 shares; 2026Q2: 14,375 shares 14,375 $10.7M 3.17% -57 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,236 shares; 2024Q4: 14,970 shares; 2025Q1: 46,247 shares; 2025Q2: 89,134 shares; 2025Q3: 125,687 shares; 2025Q4: 139,427 shares; 2026Q1: 144,560 shares; 2026Q2: 155,815 shares 155,815 $10.6M 3.13% +11,255 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,243 shares; 2024Q4: 33,459 shares; 2025Q1: 31,621 shares; 2025Q2: 31,435 shares; 2025Q3: 30,933 shares; 2025Q4: 30,251 shares; 2026Q1: 30,108 shares; 2026Q2: 28,992 shares 28,992 $8.39M 2.48% -1,116 Timeline JIRE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,622 shares; 2024Q4: 56,336 shares; 2025Q1: 62,377 shares; 2025Q2: 78,431 shares; 2025Q3: 90,021 shares; 2025Q4: 97,931 shares; 2026Q1: 99,968 shares; 2026Q2: 100,509 shares 100,509 $8.29M 2.45% +541 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,562 shares; 2024Q4: 18,528 shares; 2025Q1: 30,151 shares; 2025Q2: 46,341 shares; 2025Q3: 63,745 shares; 2025Q4: 74,953 shares; 2026Q1: 79,641 shares; 2026Q2: 82,399 shares 82,399 $7.24M 2.14% +2,758 Timeline FLXR TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,125 shares; 2025Q3: 69,657 shares; 2025Q4: 103,037 shares; 2026Q1: 149,515 shares; 2026Q2: 183,506 shares 183,506 $7.2M 2.13% +33,991 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; 2024Q3: 29,140 shares; 2024Q4: 39,633 shares; 2025Q1: 66,412 shares; 2025Q2: 125,936 shares; 2025Q3: 148,816 shares; 2025Q4: 149,014 shares; 2026Q1: 151,356 shares; 2026Q2: 151,244 shares 151,244 $6.96M 2.06% -112 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65,067 shares; 2024Q4: 66,040 shares; 2025Q1: 68,973 shares; 2025Q2: 56,986 shares; 2025Q3: 49,938 shares; 2025Q4: 47,866 shares; 2026Q1: 44,717 shares; 2026Q2: 41,603 shares 41,603 $6.17M 1.82% -3,114 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,880 shares; 2024Q4: 2,925 shares; 2025Q1: 4,231 shares; 2025Q2: 4,648 shares; 2025Q3: 5,803 shares; 2025Q4: 13,009 shares; 2026Q1: 19,136 shares; 2026Q2: 27,426 shares 27,426 $6.02M 1.78% +8,290 Timeline FNDE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,239 shares; 2024Q4: 44,420 shares; 2025Q1: 60,291 shares; 2025Q2: 87,350 shares; 2025Q3: 108,233 shares; 2025Q4: 131,928 shares; 2026Q1: 136,959 shares; 2026Q2: 140,455 shares 140,455 $5.57M 1.65% +3,496 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; 2024Q3: 7,040 shares; 2024Q4: 7,078 shares; 2025Q1: 7,078 shares; 2025Q2: 6,887 shares; 2025Q3: 6,612 shares; 2025Q4: 6,612 shares; 2026Q1: 5,639 shares; 2026Q2: 5,631 shares 5,631 $5.27M 1.56% -8 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,403 shares; 2024Q4: 24,029 shares; 2025Q1: 20,900 shares; 2025Q2: 20,545 shares; 2025Q3: 18,703 shares; 2025Q4: 17,803 shares; 2026Q1: 17,876 shares; 2026Q2: 26,249 shares 26,249 $5.25M 1.55% +8,373 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,309 shares; 2024Q4: 7,273 shares; 2025Q1: 7,527 shares; 2025Q2: 7,850 shares; 2025Q3: 7,799 shares; 2025Q4: 7,931 shares; 2026Q1: 7,388 shares; 2026Q2: 7,475 shares 7,475 $5.13M 1.52% +87 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; 2024Q3: not reported; 2024Q4: 5,310 shares; 2025Q1: 5,694 shares; 2025Q2: 6,000 shares; 2025Q3: 12,225 shares; 2025Q4: 18,317 shares; 2026Q1: 24,590 shares; 2026Q2: 32,323 shares 32,323 $5.11M 1.51% +7,733 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,519 shares; 2024Q4: 15,087 shares; 2025Q1: 19,822 shares; 2025Q2: 32,367 shares; 2025Q3: 41,509 shares; 2025Q4: 48,622 shares; 2026Q1: 56,416 shares; 2026Q2: 52,179 shares 52,179 $5.03M 1.49% -4,237 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,770 shares; 2024Q4: 10,819 shares; 2025Q1: 10,713 shares; 2025Q2: 10,603 shares; 2025Q3: 10,487 shares; 2025Q4: 10,431 shares; 2026Q1: 10,028 shares; 2026Q2: 39,756 shares 39,756 $4.94M 1.46% +29,728 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,375 shares; 2024Q4: 13,493 shares; 2025Q1: 14,003 shares; 2025Q2: 13,832 shares; 2025Q3: 12,760 shares; 2025Q4: 12,477 shares; 2026Q1: 12,554 shares; 2026Q2: 12,439 shares 12,439 $4.64M 1.37% -115 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,643 shares; 2024Q4: 21,870 shares; 2025Q1: 21,629 shares; 2025Q2: 21,249 shares; 2025Q3: 20,813 shares; 2025Q4: 20,417 shares; 2026Q1: 20,326 shares; 2026Q2: 19,217 shares 19,217 $4.58M 1.35% -1,109 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; 2024Q3: 73,992 shares; 2024Q4: 84,407 shares; 2025Q1: 81,743 shares; 2025Q2: 79,420 shares; 2025Q3: 81,342 shares; 2025Q4: 83,274 shares; 2026Q1: 86,698 shares; 2026Q2: 85,581 shares 85,581 $4.4M 1.3% -1,117 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; 2024Q3: 3,997 shares; 2024Q4: 3,901 shares; 2025Q1: 3,686 shares; 2025Q2: 3,682 shares; 2025Q3: 3,597 shares; 2025Q4: 3,559 shares; 2026Q1: 3,427 shares; 2026Q2: 3,360 shares 3,360 $4.03M 1.19% -67 Timeline JPIB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,977 shares; 2024Q4: 8,619 shares; 2025Q1: 7,843 shares; 2025Q2: 12,821 shares; 2025Q3: 36,319 shares; 2025Q4: 54,839 shares; 2026Q1: 60,929 shares; 2026Q2: 74,529 shares 74,529 $3.6M 1.07% +13,600 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,773 shares; 2024Q4: 13,377 shares; 2025Q1: 13,177 shares; 2025Q2: 12,529 shares; 2025Q3: 12,306 shares; 2025Q4: 11,970 shares; 2026Q1: 11,639 shares; 2026Q2: 10,931 shares 10,931 $3.58M 1.06% -708 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,654 shares; 2024Q4: 33,231 shares; 2025Q1: 33,146 shares; 2025Q2: 32,822 shares; 2025Q3: 32,542 shares; 2025Q4: 32,555 shares; 2026Q1: 32,572 shares; 2026Q2: 32,418 shares 32,418 $3.37M 1% -154 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; 2024Q3: 19,157 shares; 2024Q4: 19,466 shares; 2025Q1: 19,865 shares; 2025Q2: 22,557 shares; 2025Q3: 23,491 shares; 2025Q4: 25,448 shares; 2026Q1: 25,479 shares; 2026Q2: 26,417 shares 26,417 $3.3M 0.97% +938 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,384 shares; 2024Q4: 8,448 shares; 2025Q1: 8,489 shares; 2025Q2: 8,561 shares; 2025Q3: 8,579 shares; 2025Q4: 8,855 shares; 2026Q1: 8,852 shares; 2026Q2: 8,739 shares 8,739 $3.12M 0.92% -113 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,617 shares; 2024Q4: 18,248 shares; 2025Q1: 21,484 shares; 2025Q2: 23,966 shares; 2025Q3: 29,542 shares; 2025Q4: 29,203 shares; 2026Q1: 30,979 shares; 2026Q2: 31,975 shares 31,975 $3.06M 0.9% +996 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,910 shares; 2024Q4: 32,502 shares; 2025Q1: 31,902 shares; 2025Q2: 28,585 shares; 2025Q3: 27,440 shares; 2025Q4: 27,152 shares; 2026Q1: 26,871 shares; 2026Q2: 25,797 shares 25,797 $2.92M 0.86% -1,074 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,773 shares; 2024Q4: 42,029 shares; 2025Q1: 49,235 shares; 2025Q2: 57,390 shares; 2025Q3: 62,366 shares; 2025Q4: 65,652 shares; 2026Q1: 66,622 shares; 2026Q2: 66,105 shares 66,105 $2.8M 0.83% -517 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 84,634 shares; 2024Q4: 87,346 shares; 2025Q1: 84,085 shares; 2025Q2: 75,247 shares; 2025Q3: 76,731 shares; 2025Q4: 77,139 shares; 2026Q1: 78,339 shares; 2026Q2: 77,017 shares 77,017 $2.79M 0.83% -1,322 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,040 shares; 2024Q4: 5,929 shares; 2025Q1: 5,286 shares; 2025Q2: 6,007 shares; 2025Q3: 8,798 shares; 2025Q4: 18,993 shares; 2026Q1: 22,751 shares; 2026Q2: 28,651 shares 28,651 $2.71M 0.8% +5,900 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,082 shares; 2024Q4: 10,084 shares; 2025Q1: 10,059 shares; 2025Q2: 9,822 shares; 2025Q3: 9,741 shares; 2025Q4: 9,531 shares; 2026Q1: 9,515 shares; 2026Q2: 9,470 shares 9,470 $2.38M 0.7% -45 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,390 shares; 2025Q3: 9,345 shares; 2025Q4: 17,517 shares; 2026Q1: 24,038 shares; 2026Q2: 29,338 shares 29,338 $2.25M 0.66% +5,300 Timeline FTHI FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 76,042 shares; 2025Q4: 75,823 shares; 2026Q1: 89,146 shares; 2026Q2: 90,720 shares 90,720 $2.16M 0.64% +1,574 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,673 shares; 2024Q4: 6,176 shares; 2025Q1: 5,980 shares; 2025Q2: 5,832 shares; 2025Q3: 5,583 shares; 2025Q4: 5,446 shares; 2026Q1: 5,589 shares; 2026Q2: 5,621 shares 5,621 $2.08M 0.61% +32 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; 2024Q3: 147,925 shares; 2024Q4: 128,995 shares; 2025Q1: 138,959 shares; 2025Q2: 133,016 shares; 2025Q3: 130,030 shares; 2025Q4: 130,238 shares; 2026Q1: 127,010 shares; 2026Q2: 116,150 shares 116,150 $2.08M 0.61% -10,860 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,444 shares; 2024Q4: 6,829 shares; 2025Q1: 6,829 shares; 2025Q2: 6,369 shares; 2025Q3: 6,307 shares; 2025Q4: 5,822 shares; 2026Q1: 5,832 shares; 2026Q2: 5,792 shares 5,792 $2.05M 0.6% -40 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,563 shares; 2024Q4: 22,009 shares; 2025Q1: 24,953 shares; 2025Q2: 34,867 shares; 2025Q3: 35,217 shares; 2025Q4: 35,397 shares; 2026Q1: 36,070 shares; 2026Q2: 35,306 shares 35,306 $1.99M 0.59% -764 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,024 shares; 2025Q2: 13,143 shares; 2025Q3: 21,509 shares; 2025Q4: 22,317 shares; 2026Q1: 20,745 shares; 2026Q2: 19,768 shares 19,768 $1.98M 0.59% -977 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,166 shares; 2024Q4: 23,218 shares; 2025Q1: 23,143 shares; 2025Q2: 22,516 shares; 2025Q3: 19,960 shares; 2025Q4: 19,522 shares; 2026Q1: 19,229 shares; 2026Q2: 16,794 shares 16,794 $1.97M 0.58% -2,435 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,077 shares; 2024Q4: 32,147 shares; 2025Q1: 45,444 shares; 2025Q2: 45,520 shares; 2025Q3: 44,393 shares; 2025Q4: 44,830 shares; 2026Q1: 45,704 shares; 2026Q2: 41,786 shares 41,786 $1.96M 0.58% -3,918 Timeline GUNR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,632 shares; 2024Q4: 52,974 shares; 2025Q1: 52,004 shares; 2025Q2: 52,955 shares; 2025Q3: 46,003 shares; 2025Q4: 41,676 shares; 2026Q1: 39,574 shares; 2026Q2: 39,626 shares 39,626 $1.95M 0.58% +52 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,321 shares; 2024Q4: 42,485 shares; 2025Q1: 39,672 shares; 2025Q2: 38,760 shares; 2025Q3: 38,474 shares; 2025Q4: 35,936 shares; 2026Q1: 34,882 shares; 2026Q2: 32,616 shares 32,616 $1.86M 0.55% -2,266 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,971 shares; 2024Q4: 22,630 shares; 2025Q1: 22,648 shares; 2025Q2: 23,974 shares; 2025Q3: 22,026 shares; 2025Q4: 20,325 shares; 2026Q1: 19,297 shares; 2026Q2: 17,291 shares 17,291 $1.67M 0.49% -2,006 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,198 shares; 2024Q4: 15,394 shares; 2025Q1: 17,305 shares; 2025Q2: 24,164 shares; 2025Q3: 23,979 shares; 2025Q4: 23,888 shares; 2026Q1: 25,484 shares; 2026Q2: 25,417 shares 25,417 $1.56M 0.46% -67 Timeline WTV WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,762 shares; 2026Q1: 13,523 shares; 2026Q2: 15,188 shares 15,188 $1.54M 0.46% +1,665 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,677 shares; 2024Q4: 5,621 shares; 2025Q1: 5,602 shares; 2025Q2: 5,486 shares; 2025Q3: 4,895 shares; 2025Q4: 4,719 shares; 2026Q1: 4,584 shares; 2026Q2: 4,470 shares 4,470 $1.53M 0.45% -114 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,231 shares; 2024Q4: 10,048 shares; 2025Q1: 9,915 shares; 2025Q2: 9,869 shares; 2025Q3: 9,723 shares; 2025Q4: 9,468 shares; 2026Q1: 9,049 shares; 2026Q2: 8,795 shares 8,795 $1.46M 0.43% -254 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,202 shares; 2024Q4: 10,202 shares; 2025Q1: 9,986 shares; 2025Q2: 9,257 shares; 2025Q3: 8,030 shares; 2025Q4: 7,836 shares; 2026Q1: 6,922 shares; 2026Q2: 6,490 shares 6,490 $1.46M 0.43% -432 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,759 shares; 2024Q4: 5,437 shares; 2025Q1: 5,336 shares; 2025Q2: 5,276 shares; 2025Q3: 4,652 shares; 2025Q4: 4,647 shares; 2026Q1: 4,498 shares; 2026Q2: 17,440 shares 17,440 $1.41M 0.42% +12,942 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,872 shares; 2024Q4: 7,786 shares; 2025Q1: 7,533 shares; 2025Q2: 7,175 shares; 2025Q3: 6,170 shares; 2025Q4: 5,823 shares; 2026Q1: 5,690 shares; 2026Q2: 5,025 shares 5,025 $1.36M 0.4% -665 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,573 shares; 2024Q4: 6,945 shares; 2025Q1: 6,545 shares; 2025Q2: 5,630 shares; 2025Q3: 5,484 shares; 2025Q4: 5,031 shares; 2026Q1: 4,857 shares; 2026Q2: 4,711 shares 4,711 $1.32M 0.39% -146 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,568 shares; 2024Q4: 12,708 shares; 2025Q1: 12,344 shares; 2025Q2: 11,533 shares; 2025Q3: 11,361 shares; 2025Q4: 11,361 shares; 2026Q1: 10,279 shares; 2026Q2: 9,721 shares 9,721 $1.23M 0.36% -558 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,648 shares; 2024Q4: 2,649 shares; 2025Q1: 2,649 shares; 2025Q2: 2,307 shares; 2025Q3: 2,311 shares; 2025Q4: 2,166 shares; 2026Q1: 2,195 shares; 2026Q2: 2,166 shares 2,166 $1.22M 0.36% -29 Timeline VOTE TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,110 shares; 2024Q4: 6,110 shares; 2025Q1: 8,199 shares; 2025Q2: 10,233 shares; 2025Q3: 11,288 shares; 2025Q4: 12,038 shares; 2026Q1: 13,733 shares; 2026Q2: 13,489 shares 13,489 $1.19M 0.35% -244 Timeline HYGV FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,971 shares; 2024Q4: 19,786 shares; 2025Q1: 21,676 shares; 2025Q2: 29,642 shares; 2025Q3: 30,957 shares; 2025Q4: 30,508 shares; 2026Q1: 30,101 shares; 2026Q2: 29,154 shares 29,154 $1.17M 0.35% -947 Timeline JHPI JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26,135 shares; 2025Q3: 38,887 shares; 2025Q4: 46,563 shares; 2026Q1: 47,304 shares; 2026Q2: 49,408 shares 49,408 $1.12M 0.33% +2,104 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,878 shares; 2024Q4: 9,470 shares; 2025Q1: 9,413 shares; 2025Q2: 9,293 shares; 2025Q3: 8,936 shares; 2025Q4: 8,355 shares; 2026Q1: 7,882 shares; 2026Q2: 7,633 shares 7,633 $1.12M 0.33% -249 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,099 shares; 2024Q4: 47,800 shares; 2025Q1: 45,644 shares; 2025Q2: 44,983 shares; 2025Q3: 43,790 shares; 2025Q4: 39,839 shares; 2026Q1: 39,313 shares; 2026Q2: 36,592 shares 36,592 $1.12M 0.33% -2,721 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,766 shares; 2024Q4: 17,160 shares; 2025Q1: 19,166 shares; 2025Q2: 17,752 shares; 2025Q3: 17,305 shares; 2025Q4: 15,413 shares; 2026Q1: 13,669 shares; 2026Q2: 12,660 shares 12,660 $1.09M 0.32% -1,009 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,373 shares; 2024Q4: 7,619 shares; 2025Q1: 7,914 shares; 2025Q2: 17,670 shares; 2025Q3: 17,146 shares; 2025Q4: 16,430 shares; 2026Q1: 24,933 shares; 2026Q2: 34,090 shares 34,090 $1.08M 0.32% +9,157 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,360 shares; 2024Q4: 7,350 shares; 2025Q1: 6,150 shares; 2025Q2: 6,150 shares; 2025Q3: 6,150 shares; 2025Q4: 6,150 shares; 2026Q1: 6,150 shares; 2026Q2: 6,150 shares 6,150 $1.05M 0.31% 0 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,704 shares; 2024Q4: 36,867 shares; 2025Q1: 35,524 shares; 2025Q2: 32,913 shares; 2025Q3: 29,664 shares; 2025Q4: 28,219 shares; 2026Q1: 23,499 shares; 2026Q2: 22,379 shares 22,379 $1.04M 0.31% -1,120 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; 2024Q3: 33,713 shares; 2024Q4: 28,950 shares; 2025Q1: 19,176 shares; 2025Q2: 16,825 shares; 2025Q3: 15,506 shares; 2025Q4: 14,605 shares; 2026Q1: 14,605 shares; 2026Q2: 11,843 shares 11,843 $1.01M 0.3% -2,762 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,693 shares; 2024Q4: 29,768 shares; 2025Q1: 28,084 shares; 2025Q2: 25,595 shares; 2025Q3: 24,786 shares; 2025Q4: 24,428 shares; 2026Q1: 24,428 shares; 2026Q2: 24,272 shares 24,272 $993K 0.29% -156 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; 2024Q3: 1,508 shares; 2024Q4: 1,468 shares; 2025Q1: 1,468 shares; 2025Q2: 1,441 shares; 2025Q3: 1,342 shares; 2025Q4: 1,280 shares; 2026Q1: 1,048 shares; 2026Q2: 976 shares 976 $987K 0.29% -72 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,058 shares; 2025Q3: 24,967 shares; 2025Q4: 26,133 shares; 2026Q1: 27,188 shares; 2026Q2: 22,735 shares 22,735 $980K 0.29% -4,453 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,719 shares; 2024Q4: 8,442 shares; 2025Q1: 7,410 shares; 2025Q2: 6,804 shares; 2025Q3: 5,839 shares; 2025Q4: 5,780 shares; 2026Q1: 5,532 shares; 2026Q2: 5,102 shares 5,102 $943K 0.28% -430 Timeline PFXF VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,856 shares; 2024Q4: 49,042 shares; 2025Q1: 56,744 shares; 2025Q2: 54,977 shares; 2025Q3: 53,805 shares; 2025Q4: 54,276 shares; 2026Q1: 54,449 shares; 2026Q2: 49,476 shares 49,476 $883K 0.26% -4,973 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,473 shares; 2024Q4: 1,383 shares; 2025Q1: 1,380 shares; 2025Q2: 1,371 shares; 2025Q3: 1,274 shares; 2025Q4: 12,383 shares; 2026Q1: 11,993 shares; 2026Q2: 11,480 shares 11,480 $820K 0.24% -513 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,410 shares; 2024Q4: 2,388 shares; 2025Q1: 2,349 shares; 2025Q2: 2,311 shares; 2025Q3: 1,649 shares; 2025Q4: 1,624 shares; 2026Q1: 1,624 shares; 2026Q2: 1,624 shares 1,624 $813K 0.24% 0 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,793 shares; 2024Q4: 5,657 shares; 2025Q1: 5,657 shares; 2025Q2: 5,607 shares; 2025Q3: 5,604 shares; 2025Q4: 4,629 shares; 2026Q1: 3,484 shares; 2026Q2: 3,399 shares 3,399 $807K 0.24% -85 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,110 shares; 2024Q4: 2,219 shares; 2025Q1: 2,244 shares; 2025Q2: 2,169 shares; 2025Q3: 2,144 shares; 2025Q4: 2,144 shares; 2026Q1: 2,127 shares; 2026Q2: 2,055 shares 2,055 $776K 0.23% -72 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,961 shares; 2024Q4: 11,768 shares; 2025Q1: 11,535 shares; 2025Q2: 10,862 shares; 2025Q3: 9,977 shares; 2025Q4: 9,395 shares; 2026Q1: 8,796 shares; 2026Q2: 8,312 shares 8,312 $754K 0.22% -484 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; 2024Q3: 3,054 shares; 2024Q4: 3,032 shares; 2025Q1: 3,014 shares; 2025Q2: 2,817 shares; 2025Q3: 2,590 shares; 2025Q4: 2,474 shares; 2026Q1: 2,384 shares; 2026Q2: 2,070 shares 2,070 $730K 0.22% -314 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,805 shares; 2024Q4: 8,305 shares; 2025Q1: 7,564 shares; 2025Q2: 7,012 shares; 2025Q3: 6,795 shares; 2025Q4: 6,651 shares; 2026Q1: 6,406 shares; 2026Q2: 6,182 shares 6,182 $725K 0.21% -224 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,028 shares; 2024Q4: 14,537 shares; 2025Q1: 14,537 shares; 2025Q2: 11,414 shares; 2025Q3: 10,967 shares; 2025Q4: 7,448 shares; 2026Q1: 7,386 shares; 2026Q2: 6,478 shares 6,478 $697K 0.21% -908 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,365 shares; 2026Q2: 6,365 shares 6,365 $655K 0.19% 0 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,790 shares; 2024Q4: 5,546 shares; 2025Q1: 4,591 shares; 2025Q2: 3,785 shares; 2025Q3: 2,965 shares; 2025Q4: 2,904 shares; 2026Q1: 2,640 shares; 2026Q2: 2,351 shares 2,351 $597K 0.18% -289 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,404 shares; 2024Q4: 12,547 shares; 2025Q1: 11,602 shares; 2025Q2: 9,834 shares; 2025Q3: 9,834 shares; 2025Q4: 9,896 shares; 2026Q1: 9,671 shares; 2026Q2: 9,397 shares 9,397 $561K 0.17% -274 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,159 shares; 2024Q4: 6,457 shares; 2025Q1: 6,346 shares; 2025Q2: 4,541 shares; 2025Q3: 4,339 shares; 2025Q4: 4,247 shares; 2026Q1: 4,073 shares; 2026Q2: 3,825 shares 3,825 $518K 0.15% -248 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,780 shares; 2024Q4: 6,075 shares; 2025Q1: 5,621 shares; 2025Q2: 5,621 shares; 2025Q3: 5,560 shares; 2025Q4: 4,508 shares; 2026Q1: 3,738 shares; 2026Q2: 3,560 shares 3,560 $487K 0.14% -178 Timeline AVIV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,268 shares; 2024Q4: 6,268 shares; 2025Q1: 6,268 shares; 2025Q2: 6,268 shares; 2025Q3: 6,268 shares; 2025Q4: 6,268 shares; 2026Q1: 6,268 shares; 2026Q2: 6,268 shares 6,268 $485K 0.14% 0 Timeline PGX INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 135,226 shares; 2024Q4: 75,732 shares; 2025Q1: 74,676 shares; 2025Q2: 65,967 shares; 2025Q3: 56,309 shares; 2025Q4: 50,048 shares; 2026Q1: 50,048 shares; 2026Q2: 43,799 shares 43,799 $475K 0.14% -6,249 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,212 shares; 2024Q4: 2,212 shares; 2025Q1: 2,212 shares; 2025Q2: 2,164 shares; 2025Q3: 2,164 shares; 2025Q4: 2,125 shares; 2026Q1: 2,077 shares; 2026Q2: 2,003 shares 2,003 $446K 0.13% -74 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,769 shares; 2024Q4: 2,510 shares; 2025Q1: 2,393 shares; 2025Q2: 2,290 shares; 2025Q3: 1,866 shares; 2025Q4: 1,637 shares; 2026Q1: 1,542 shares; 2026Q2: 1,463 shares 1,463 $443K 0.13% -79 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,695 shares; 2024Q4: 11,695 shares; 2025Q1: 8,214 shares; 2025Q2: 7,023 shares; 2025Q3: 5,978 shares; 2025Q4: 5,978 shares; 2026Q1: 5,619 shares; 2026Q2: 5,501 shares 5,501 $437K 0.13% -118 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,012 shares; 2024Q4: 2,461 shares; 2025Q1: 2,457 shares; 2025Q2: 2,145 shares; 2025Q3: 2,070 shares; 2025Q4: 1,782 shares; 2026Q1: 1,740 shares; 2026Q2: 1,740 shares 1,740 $432K 0.13% 0 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,696 shares; 2025Q2: 2,818 shares; 2025Q3: 3,082 shares; 2025Q4: 3,303 shares; 2026Q1: 3,932 shares; 2026Q2: 4,153 shares 4,153 $427K 0.13% +221 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; 2024Q3: not reported; 2024Q4: 9,313 shares; 2025Q1: 10,297 shares; 2025Q2: 13,867 shares; 2025Q3: 14,223 shares; 2025Q4: 13,050 shares; 2026Q1: 17,468 shares; 2026Q2: 18,549 shares 18,549 $411K 0.12% +1,081 Timeline HYEM VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 98,261 shares; 2024Q4: 66,867 shares; 2025Q1: 52,983 shares; 2025Q2: 48,499 shares; 2025Q3: 43,931 shares; 2025Q4: 36,377 shares; 2026Q1: 25,592 shares; 2026Q2: 20,301 shares 20,301 $408K 0.12% -5,291 Timeline SAIC SCIENCE APPLICATIONS INTL CO More: the full row for SCIENCE APPLICATIONS INTL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,681 shares; 2026Q2: 3,681 shares 3,681 $406K 0.12% 0 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,618 shares; 2024Q4: 4,592 shares; 2025Q1: 4,662 shares; 2025Q2: 4,662 shares; 2025Q3: 4,472 shares; 2025Q4: 4,372 shares; 2026Q1: 4,372 shares; 2026Q2: 4,260 shares 4,260 $395K 0.12% -112 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,241 shares; 2024Q4: 1,241 shares; 2025Q1: 1,241 shares; 2025Q2: 1,241 shares; 2025Q3: 1,241 shares; 2025Q4: 940 shares; 2026Q1: 940 shares; 2026Q2: 940 shares 940 $385K 0.11% 0 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 513 shares; 2026Q2: 513 shares 513 $378K 0.11% 0 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,910 shares; 2024Q4: 4,415 shares; 2025Q1: 3,317 shares; 2025Q2: 3,134 shares; 2025Q3: 1,842 shares; 2025Q4: 1,842 shares; 2026Q1: 1,821 shares; 2026Q2: 1,743 shares 1,743 $377K 0.11% -78 Timeline JPUS J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,617 shares; 2024Q4: 5,143 shares; 2025Q1: 4,802 shares; 2025Q2: 4,693 shares; 2025Q3: 3,969 shares; 2025Q4: 3,250 shares; 2026Q1: 2,809 shares; 2026Q2: 2,659 shares 2,659 $373K 0.11% -150 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; 2024Q3: 1,395 shares; 2024Q4: 1,395 shares; 2025Q1: 1,388 shares; 2025Q2: 1,388 shares; 2025Q3: 1,246 shares; 2025Q4: 1,246 shares; 2026Q1: 1,246 shares; 2026Q2: 1,246 shares 1,246 $371K 0.11% 0 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,242 shares; 2025Q4: not reported; 2026Q1: 2,640 shares; 2026Q2: 2,640 shares 2,640 $363K 0.11% 0 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,200 shares 1,200 $362K 0.11% new Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 657 shares; 2024Q4: 662 shares; 2025Q1: 657 shares; 2025Q2: 657 shares; 2025Q3: 657 shares; 2025Q4: 657 shares; 2026Q1: 474 shares; 2026Q2: 474 shares 474 $358K 0.11% 0 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; 2024Q3: 863 shares; 2024Q4: 863 shares; 2025Q1: 813 shares; 2025Q2: 794 shares; 2025Q3: 786 shares; 2025Q4: 766 shares; 2026Q1: 766 shares; 2026Q2: 702 shares 702 $352K 0.1% -64 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,103 shares; 2024Q4: 2,070 shares; 2025Q1: 2,070 shares; 2025Q2: 2,023 shares; 2025Q3: 1,914 shares; 2025Q4: 1,830 shares; 2026Q1: 1,637 shares; 2026Q2: 1,555 shares 1,555 $348K 0.1% -82 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,297 shares; 2024Q4: 5,055 shares; 2025Q1: 5,038 shares; 2025Q2: 4,907 shares; 2025Q3: 3,861 shares; 2025Q4: 3,339 shares; 2026Q1: 2,341 shares; 2026Q2: 2,208 shares 2,208 $346K 0.1% -133 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 579 shares; 2025Q1: 579 shares; 2025Q2: 540 shares; 2025Q3: 488 shares; 2025Q4: 393 shares; 2026Q1: 393 shares; 2026Q2: 355 shares 355 $341K 0.1% -38 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,273 shares; 2025Q1: 5,225 shares; 2025Q2: 5,372 shares; 2025Q3: 4,025 shares; 2025Q4: 4,025 shares; 2026Q1: 4,025 shares; 2026Q2: 1,988 shares 1,988 $325K 0.1% -2,037 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,770 shares; 2024Q4: 9,571 shares; 2025Q1: 8,926 shares; 2025Q2: 6,386 shares; 2025Q3: 5,652 shares; 2025Q4: 3,957 shares; 2026Q1: 3,814 shares; 2026Q2: 2,958 shares 2,958 $323K 0.1% -856 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 679 shares; 2025Q1: 678 shares; 2025Q2: 678 shares; 2025Q3: 619 shares; 2025Q4: 619 shares; 2026Q1: 623 shares; 2026Q2: 3,672 shares 3,672 $316K 0.09% +3,049 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,604 shares; 2026Q2: 1,883 shares 1,883 $308K 0.09% +279 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,763 shares; 2024Q4: 3,061 shares; 2025Q1: 2,554 shares; 2025Q2: 2,004 shares; 2025Q3: 1,927 shares; 2025Q4: 1,927 shares; 2026Q1: 2,092 shares; 2026Q2: 2,054 shares 2,054 $301K 0.09% -38 Timeline RAAX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,464 shares; 2025Q4: 6,464 shares; 2026Q1: 7,135 shares; 2026Q2: 7,385 shares 7,385 $293K 0.09% +250 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,438 shares; 2024Q4: 3,321 shares; 2025Q1: 3,140 shares; 2025Q2: 2,623 shares; 2025Q3: 2,382 shares; 2025Q4: 2,255 shares; 2026Q1: 2,255 shares; 2026Q2: 1,844 shares 1,844 $289K 0.09% -411 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; 2024Q3: 3,757 shares; 2024Q4: 3,114 shares; 2025Q1: 3,114 shares; 2025Q2: 2,718 shares; 2025Q3: 2,563 shares; 2025Q4: 2,515 shares; 2026Q1: 1,175 shares; 2026Q2: 1,175 shares 1,175 $289K 0.09% 0 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; 2024Q3: 913 shares; 2024Q4: 913 shares; 2025Q1: 870 shares; 2025Q2: not reported; 2025Q3: 580 shares; 2025Q4: 645 shares; 2026Q1: not reported; 2026Q2: 654 shares 654 $272K 0.08% new Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,844 shares; 2026Q1: 4,844 shares; 2026Q2: 4,953 shares 4,953 $271K 0.08% +109 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; 2024Q3: 1,306 shares; 2024Q4: 1,273 shares; 2025Q1: 1,273 shares; 2025Q2: 1,273 shares; 2025Q3: 1,238 shares; 2025Q4: 1,238 shares; 2026Q1: 1,223 shares; 2026Q2: 1,223 shares 1,223 $270K 0.08% 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; 2024Q3: 524 shares; 2024Q4: 524 shares; 2025Q1: 524 shares; 2025Q2: 524 shares; 2025Q3: 524 shares; 2025Q4: 524 shares; 2026Q1: 524 shares; 2026Q2: 524 shares 524 $269K 0.08% 0 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,864 shares; 2025Q2: 3,245 shares; 2025Q3: 3,245 shares; 2025Q4: 3,157 shares; 2026Q1: 3,157 shares; 2026Q2: 3,132 shares 3,132 $257K 0.08% -25 Timeline SMA SMARTSTOP SELF STORAG REIT I More: the full row for SMARTSTOP SELF STORAG REIT I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,673 shares; 2026Q1: 12,643 shares; 2026Q2: 7,903 shares 7,903 $257K 0.08% -4,740 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 218 shares; 2024Q4: 218 shares; 2025Q1: 218 shares; 2025Q2: 3,270 shares; 2025Q3: 3,270 shares; 2025Q4: 2,776 shares; 2026Q1: 2,776 shares; 2026Q2: 2,776 shares 2,776 $256K 0.08% 0 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; 2024Q3: 1,302 shares; 2024Q4: 1,352 shares; 2025Q1: 1,352 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,294 shares 1,294 $247K 0.07% new Timeline NUDM NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,921 shares 5,921 $237K 0.07% new Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,375 shares; 2024Q4: 3,420 shares; 2025Q1: 3,420 shares; 2025Q2: 3,284 shares; 2025Q3: 3,166 shares; 2025Q4: 2,751 shares; 2026Q1: 2,962 shares; 2026Q2: 2,699 shares 2,699 $237K 0.07% -263 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,282 shares; 2026Q2: 4,202 shares 4,202 $235K 0.07% -80 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,807 shares; 2024Q4: 6,081 shares; 2025Q1: 5,336 shares; 2025Q2: 4,516 shares; 2025Q3: 3,749 shares; 2025Q4: 3,477 shares; 2026Q1: 2,234 shares; 2026Q2: 2,137 shares 2,137 $231K 0.07% -97 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,126 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,758 shares; 2026Q2: 2,758 shares 2,758 $224K 0.07% 0 Timeline ANGL VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,536 shares; 2024Q4: 20,093 shares; 2025Q1: 18,131 shares; 2025Q2: 16,038 shares; 2025Q3: 15,691 shares; 2025Q4: 11,289 shares; 2026Q1: 9,910 shares; 2026Q2: 7,527 shares 7,527 $220K 0.07% -2,383 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,993 shares; 2024Q4: 5,640 shares; 2025Q1: 5,083 shares; 2025Q2: 5,111 shares; 2025Q3: 4,296 shares; 2025Q4: 4,316 shares; 2026Q1: 4,335 shares; 2026Q2: 4,204 shares 4,204 $213K 0.06% -131 Timeline VRP INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,905 shares; 2024Q4: 11,353 shares; 2025Q1: 11,362 shares; 2025Q2: 11,351 shares; 2025Q3: 10,782 shares; 2025Q4: 10,393 shares; 2026Q1: 10,312 shares; 2026Q2: 8,670 shares 8,670 $211K 0.06% -1,642 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,200 shares; 2026Q1: 9,350 shares; 2026Q2: 9,350 shares 9,350 $208K 0.06% 0 Timeline BBJP J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,940 shares; 2024Q4: 8,317 shares; 2025Q1: 5,235 shares; 2025Q2: 4,595 shares; 2025Q3: 3,733 shares; 2025Q4: 3,733 shares; 2026Q1: 3,594 shares; 2026Q2: 2,700 shares 2,700 $203K 0.06% -894 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,458 shares; 2024Q4: 8,970 shares; 2025Q1: 8,970 shares; 2025Q2: 8,205 shares; 2025Q3: 5,492 shares; 2025Q4: 3,827 shares; 2026Q1: 3,459 shares; 2026Q2: 2,592 shares 2,592 $203K 0.06% -867 Timeline BILS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,024 shares; 2025Q2: 2,024 shares; 2025Q3: 2,024 shares; 2025Q4: 2,039 shares; 2026Q1: 2,039 shares; 2026Q2: 2,039 shares 2,039 $203K 0.06% 0 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,828 shares; 2026Q2: 4,828 shares 4,828 $200K 0.06% 0 Timeline JPC NUVEEN PFD & INCOME OPPORTUN More: the full row for NUVEEN PFD & INCOME OPPORTUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,000 shares; 2025Q2: 13,000 shares; 2025Q3: 13,000 shares; 2025Q4: 14,000 shares; 2026Q1: 14,500 shares; 2026Q2: 14,500 shares 14,500 $114K 0.03% 0 Timeline OBAI OUR BD INC More: the full row for OUR BD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,000 shares 10,000 $6.46K <0.01% new Timeline