SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 148,188 shares; 2023Q1: 189,939 shares; 2023Q2: 210,238 shares; 2023Q3: 196,711 shares; 2023Q4: 198,627 shares; 2024Q1: 188,339 shares; 2024Q2: 184,280 shares; 2024Q3: 186,741 shares 186,741 $19.5M 11.7% +2,461 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 18,567 shares; 2023Q1: 33,667 shares; 2023Q2: 39,650 shares; 2023Q3: 40,048 shares; 2023Q4: 44,774 shares; 2024Q1: 50,141 shares; 2024Q2: 54,623 shares; 2024Q3: 57,477 shares 57,477 $10.3M 6.2% +2,854 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 68,078 shares; 2023Q1: 91,698 shares; 2023Q2: 97,917 shares; 2023Q3: 111,528 shares; 2023Q4: 130,119 shares; 2024Q1: 132,856 shares; 2024Q2: 132,840 shares; 2024Q3: 121,874 shares 121,874 $9.51M 5.72% -10,966 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 84,605 shares; 2023Q1: 78,704 shares; 2023Q2: 78,638 shares; 2023Q3: 77,059 shares; 2023Q4: 75,810 shares; 2024Q1: 75,230 shares; 2024Q2: 73,578 shares; 2024Q3: 72,498 shares 72,498 $6.94M 4.18% -1,080 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 91,741 shares; 2023Q1: 78,564 shares; 2023Q2: 92,996 shares; 2023Q3: 90,884 shares; 2023Q4: 72,020 shares; 2024Q1: 76,020 shares; 2024Q2: 75,952 shares; 2024Q3: 104,752 shares 104,752 $6.57M 3.95% +28,800 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 16,738 shares; 2023Q1: 15,516 shares; 2023Q2: 21,416 shares; 2023Q3: 21,025 shares; 2023Q4: 21,373 shares; 2024Q1: 21,146 shares; 2024Q2: 21,111 shares; 2024Q3: 21,111 shares 21,111 $4.92M 2.96% 0 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 55,760 shares; 2023Q1: 59,396 shares; 2023Q2: 59,375 shares; 2023Q3: 58,851 shares; 2023Q4: 57,928 shares; 2024Q1: 57,774 shares; 2024Q2: 56,456 shares; 2024Q3: 54,310 shares 54,310 $4.54M 2.73% -2,146 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 28,227 shares; 2023Q1: 19,900 shares; 2023Q2: 20,879 shares; 2023Q3: 28,851 shares; 2023Q4: 32,536 shares; 2024Q1: 32,956 shares; 2024Q2: 36,893 shares; 2024Q3: 34,943 shares 34,943 $3.95M 2.37% -1,950 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 7,223 shares; 2023Q1: 24,463 shares; 2023Q2: 29,381 shares; 2023Q3: 23,191 shares; 2023Q4: 27,092 shares; 2024Q1: 23,251 shares; 2024Q2: 21,425 shares; 2024Q3: 39,823 shares 39,823 $3.82M 2.3% +18,398 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; 2022Q4: 170,829 shares; 2023Q1: 174,650 shares; 2023Q2: 96,059 shares; 2023Q3: 69,436 shares; 2023Q4: 75,349 shares; 2024Q1: 80,925 shares; 2024Q2: 54,947 shares; 2024Q3: 73,467 shares 73,467 $3.73M 2.24% +18,520 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 22,679 shares; 2023Q1: 21,221 shares; 2023Q2: 21,413 shares; 2023Q3: 20,866 shares; 2023Q4: 19,882 shares; 2024Q1: 19,506 shares; 2024Q2: 18,818 shares; 2024Q3: 18,481 shares 18,481 $3.64M 2.19% -337 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 8,168 shares; 2023Q1: 7,961 shares; 2023Q2: 6,998 shares; 2023Q3: 5,944 shares; 2023Q4: 7,415 shares; 2024Q1: 7,605 shares; 2024Q2: 19,107 shares; 2024Q3: 70,170 shares 70,170 $3.18M 1.91% +51,063 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 10,204 shares; 2023Q1: 29,516 shares; 2023Q2: 42,435 shares; 2023Q3: 46,295 shares; 2023Q4: 33,970 shares; 2024Q1: 23,823 shares; 2024Q2: 26,143 shares; 2024Q3: 51,283 shares 51,283 $3.12M 1.88% +25,140 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; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 14,286 shares; 2024Q1: 57,729 shares; 2024Q2: 75,510 shares; 2024Q3: 56,663 shares 56,663 $3.03M 1.82% -18,847 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 11,362 shares; 2023Q1: 10,256 shares; 2023Q2: 10,066 shares; 2023Q3: 9,603 shares; 2023Q4: 9,329 shares; 2024Q1: 9,295 shares; 2024Q2: 9,295 shares; 2024Q3: 9,094 shares 9,094 $2.97M 1.79% -201 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 876 shares; 2023Q1: 5,825 shares; 2023Q2: 5,708 shares; 2023Q3: 5,632 shares; 2023Q4: 5,621 shares; 2024Q1: 5,574 shares; 2024Q2: 5,459 shares; 2024Q3: 5,320 shares 5,320 $2.6M 1.56% -139 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 86 shares; 2023Q1: 13 shares; 2023Q2: 264,984 shares; 2023Q3: 195,194 shares; 2023Q4: 179,957 shares; 2024Q1: 181,632 shares; 2024Q2: 43,741 shares; 2024Q3: 54,086 shares 54,086 $2.51M 1.51% +10,345 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 17,722 shares; 2023Q1: 19,290 shares; 2023Q2: 15,647 shares; 2023Q3: 16,304 shares; 2023Q4: 22,914 shares; 2024Q1: 18,528 shares; 2024Q2: 28,306 shares; 2024Q3: 26,804 shares 26,804 $2.35M 1.42% -1,502 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 3,900 shares; 2023Q1: 3,919 shares; 2023Q2: 5,090 shares; 2023Q3: 5,069 shares; 2023Q4: 5,164 shares; 2024Q1: 5,195 shares; 2024Q2: 5,289 shares; 2024Q3: 5,288 shares 5,288 $2.28M 1.37% -1 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 581 shares; 2023Q1: 1,335 shares; 2023Q2: 1,120 shares; 2023Q3: 5,724 shares; 2023Q4: 6,516 shares; 2024Q1: 10,558 shares; 2024Q2: 10,878 shares; 2024Q3: 10,804 shares 10,804 $2.16M 1.3% -74 Timeline URTH ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: 11,356 shares; 2023Q2: 10,573 shares; 2023Q3: 11,094 shares; 2023Q4: 10,748 shares; 2024Q1: 10,663 shares; 2024Q2: 13,099 shares; 2024Q3: 12,922 shares 12,922 $2.03M 1.22% -177 Timeline CLOA 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; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 19,547 shares; 2024Q3: 38,358 shares 38,358 $1.99M 1.2% +18,811 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 3,365 shares; 2023Q1: 3,330 shares; 2023Q2: 3,356 shares; 2023Q3: 3,349 shares; 2023Q4: 3,329 shares; 2024Q1: 3,317 shares; 2024Q2: 3,318 shares; 2024Q3: 3,318 shares 3,318 $1.9M 1.14% 0 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 3,144 shares; 2023Q1: 3,031 shares; 2023Q2: 3,014 shares; 2023Q3: 3,013 shares; 2023Q4: 3,040 shares; 2024Q1: 3,036 shares; 2024Q2: 3,378 shares; 2024Q3: 3,206 shares 3,206 $1.85M 1.11% -172 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 6,685 shares; 2023Q1: 4,000 shares; 2023Q2: 3,840 shares; 2023Q3: 5,921 shares; 2023Q4: 5,756 shares; 2024Q1: 10,040 shares; 2024Q2: 10,058 shares; 2024Q3: 11,789 shares 11,789 $1.82M 1.09% +1,731 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 7,402 shares; 2023Q1: 4,515 shares; 2023Q2: 4,115 shares; 2023Q3: 4,334 shares; 2023Q4: 4,052 shares; 2024Q1: 7,078 shares; 2024Q2: 6,878 shares; 2024Q3: 7,543 shares 7,543 $1.7M 1.02% +665 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 30,231 shares; 2023Q1: 27,037 shares; 2023Q2: 23,247 shares; 2023Q3: 14,743 shares; 2023Q4: 14,391 shares; 2024Q1: 13,927 shares; 2024Q2: 12,576 shares; 2024Q3: 12,547 shares 12,547 $1.58M 0.95% -29 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 2,431 shares; 2023Q1: 2,767 shares; 2023Q2: 7,934 shares; 2023Q3: 8,488 shares; 2023Q4: 6,842 shares; 2024Q1: 10,197 shares; 2024Q2: 13,552 shares; 2024Q3: 11,531 shares 11,531 $1.56M 0.94% -2,021 Timeline SPGP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: 27,231 shares; 2023Q2: 37,247 shares; 2023Q3: 48,417 shares; 2023Q4: 52,616 shares; 2024Q1: 54,433 shares; 2024Q2: 47,819 shares; 2024Q3: 14,735 shares 14,735 $1.54M 0.93% -33,084 Timeline IGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 7,324 shares; 2023Q1: 5,525 shares; 2023Q2: 6,552 shares; 2023Q3: 15,854 shares; 2023Q4: 10,681 shares; 2024Q1: 11,823 shares; 2024Q2: 12,266 shares; 2024Q3: 19,646 shares 19,646 $1.47M 0.88% +7,380 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 29 shares; 2023Q1: 382 shares; 2023Q2: 430 shares; 2023Q3: 430 shares; 2023Q4: 11,022 shares; 2024Q1: 8,836 shares; 2024Q2: 8,823 shares; 2024Q3: 8,795 shares 8,795 $1.25M 0.75% -28 Timeline FLDR FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 24,678 shares 24,678 $1.24M 0.75% new 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; 2022Q4: 28,873 shares; 2023Q1: 30,885 shares; 2023Q2: 30,343 shares; 2023Q3: 23,430 shares; 2023Q4: 23,363 shares; 2024Q1: 23,428 shares; 2024Q2: 21,056 shares; 2024Q3: 20,277 shares 20,277 $1.21M 0.73% -779 Timeline FEZ SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 97,442 shares; 2023Q1: 115,954 shares; 2023Q2: 87,394 shares; 2023Q3: 48,428 shares; 2023Q4: 25,051 shares; 2024Q1: 24,489 shares; 2024Q2: 23,927 shares; 2024Q3: 22,495 shares 22,495 $1.2M 0.72% -1,432 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 8,144 shares; 2023Q1: 8,071 shares; 2023Q2: 6,081 shares; 2023Q3: 13,252 shares; 2023Q4: 26,314 shares; 2024Q1: 24,079 shares; 2024Q2: 22,794 shares; 2024Q3: 22,481 shares 22,481 $1.18M 0.71% -313 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 10,402 shares; 2023Q1: 10,347 shares; 2023Q2: 10,347 shares; 2023Q3: 10,347 shares; 2023Q4: 10,346 shares; 2024Q1: 10,346 shares; 2024Q2: 10,345 shares; 2024Q3: 10,797 shares 10,797 $1.11M 0.67% +452 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; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 4,086 shares; 2023Q3: 11,269 shares; 2023Q4: 7,463 shares; 2024Q1: 5,655 shares; 2024Q2: 6,651 shares; 2024Q3: 8,402 shares 8,402 $1.08M 0.65% +1,751 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 11,811 shares; 2023Q1: 6,372 shares; 2023Q2: 4,486 shares; 2023Q3: 25,743 shares; 2023Q4: 36,266 shares; 2024Q1: 35,796 shares; 2024Q2: 22,028 shares; 2024Q3: 20,803 shares 20,803 $1.02M 0.61% -1,225 Timeline QLTA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 19,470 shares 19,470 $957K 0.58% new Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 2,278 shares; 2023Q1: 2,279 shares; 2023Q2: 2,279 shares; 2023Q3: 2,279 shares; 2023Q4: 2,319 shares; 2024Q1: 2,334 shares; 2024Q2: 2,330 shares; 2024Q3: 2,332 shares 2,332 $945K 0.57% +2 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: 2,510 shares; 2023Q2: 3,104 shares; 2023Q3: 2,824 shares; 2023Q4: 3,026 shares; 2024Q1: 5,199 shares; 2024Q2: 5,100 shares; 2024Q3: 4,956 shares 4,956 $923K 0.56% -144 Timeline SON SONOCO PRODS CO More: the full row for SONOCO PRODS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 16,856 shares; 2023Q1: 16,856 shares; 2023Q2: 16,856 shares; 2023Q3: 16,856 shares; 2023Q4: 16,856 shares; 2024Q1: 16,856 shares; 2024Q2: 16,856 shares; 2024Q3: 16,856 shares 16,856 $921K 0.55% 0 Timeline MFA MFA FINL INC More: the full row for MFA FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 104,656 shares; 2023Q1: 100,276 shares; 2023Q2: 98,377 shares; 2023Q3: 93,836 shares; 2023Q4: 93,688 shares; 2024Q1: 90,852 shares; 2024Q2: 74,172 shares; 2024Q3: 72,028 shares 72,028 $916K 0.55% -2,144 Timeline SCHQ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 30,135 shares; 2023Q3: 32,757 shares; 2023Q4: 43,862 shares; 2024Q1: 36,932 shares; 2024Q2: 13,862 shares; 2024Q3: 25,822 shares 25,822 $904K 0.54% +11,960 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 4,255 shares; 2023Q3: 4,255 shares; 2023Q4: 4,244 shares; 2024Q1: 4,244 shares; 2024Q2: 4,244 shares; 2024Q3: 4,244 shares 4,244 $899K 0.54% 0 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 4,726 shares; 2023Q1: 4,683 shares; 2023Q2: 4,742 shares; 2023Q3: 4,743 shares; 2023Q4: 5,165 shares; 2024Q1: 5,190 shares; 2024Q2: 5,190 shares; 2024Q3: 5,282 shares 5,282 $883K 0.53% +92 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: 6,612 shares; 2023Q2: 6,612 shares; 2023Q3: 6,612 shares; 2023Q4: 6,304 shares; 2024Q1: 6,304 shares; 2024Q2: 6,379 shares; 2024Q3: 6,379 shares 6,379 $870K 0.52% 0 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 40,878 shares; 2023Q1: 28,700 shares; 2023Q2: 30,200 shares; 2023Q3: 27,760 shares; 2023Q4: 26,260 shares; 2024Q1: 23,500 shares; 2024Q2: 21,751 shares; 2024Q3: 21,450 shares 21,450 $808K 0.49% -301 Timeline ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: 11,267 shares; 2023Q2: 11,262 shares; 2023Q3: 9,667 shares; 2023Q4: 7,937 shares; 2024Q1: 7,732 shares; 2024Q2: 6,728 shares; 2024Q3: 6,569 shares 6,569 $752K 0.45% -159 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 11,376 shares; 2023Q1: 13,360 shares; 2023Q2: 12,968 shares; 2023Q3: 12,586 shares; 2023Q4: 12,472 shares; 2024Q1: 12,370 shares; 2024Q2: 13,908 shares; 2024Q3: 13,290 shares 13,290 $752K 0.45% -618 Timeline PCY INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 40,680 shares; 2024Q1: 39,876 shares; 2024Q2: 36,508 shares; 2024Q3: 34,540 shares 34,540 $743K 0.45% -1,968 Timeline UBSI UNITED BANKSHARES INC WEST V More: the full row for UNITED BANKSHARES INC WEST V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 41,406 shares; 2023Q1: 40,915 shares; 2023Q2: 40,915 shares; 2023Q3: 40,683 shares; 2023Q4: 40,220 shares; 2024Q1: 19,720 shares; 2024Q2: 19,720 shares; 2024Q3: 19,720 shares 19,720 $732K 0.44% 0 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 50 shares; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 2,304 shares; 2023Q4: 10,309 shares; 2024Q1: 10,331 shares; 2024Q2: 12,898 shares; 2024Q3: 12,502 shares 12,502 $715K 0.43% -396 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 365 shares; 2023Q1: 5,173 shares; 2023Q2: 9,397 shares; 2023Q3: 26,941 shares; 2023Q4: 19,876 shares; 2024Q1: 23,105 shares; 2024Q2: 21,202 shares; 2024Q3: 13,420 shares 13,420 $707K 0.43% -7,782 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 4,681 shares; 2023Q1: 4,652 shares; 2023Q2: 4,639 shares; 2023Q3: 4,626 shares; 2023Q4: 4,522 shares; 2024Q1: 4,389 shares; 2024Q2: 4,344 shares; 2024Q3: 4,344 shares 4,344 $660K 0.4% 0 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 7,915 shares; 2024Q1: 7,849 shares; 2024Q2: 7,875 shares; 2024Q3: 4,063 shares 4,063 $639K 0.38% -3,812 Timeline SCHY SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 23,414 shares; 2024Q2: 24,821 shares; 2024Q3: 24,035 shares 24,035 $629K 0.38% -786 Timeline FXH FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 5,600 shares; 2023Q3: 5,600 shares; 2023Q4: 5,600 shares; 2024Q1: 5,600 shares; 2024Q2: 5,600 shares; 2024Q3: 5,600 shares 5,600 $626K 0.38% 0 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 7,572 shares; 2023Q1: 7,905 shares; 2023Q2: 7,568 shares; 2023Q3: 9,260 shares; 2023Q4: 5,786 shares; 2024Q1: 6,098 shares; 2024Q2: 5,994 shares; 2024Q3: 5,984 shares 5,984 $606K 0.36% -10 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 10,379 shares; 2023Q1: 6,253 shares; 2023Q2: 5,933 shares; 2023Q3: not reported; 2023Q4: 15,294 shares; 2024Q1: 14,513 shares; 2024Q2: 14,515 shares; 2024Q3: 14,515 shares 14,515 $602K 0.36% 0 Timeline FALN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 25,282 shares; 2024Q1: 31,842 shares; 2024Q2: 30,965 shares; 2024Q3: 20,922 shares 20,922 $572K 0.34% -10,043 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: 2,719 shares; 2023Q2: 5,502 shares; 2023Q3: 3,448 shares; 2023Q4: 26,982 shares; 2024Q1: 26,469 shares; 2024Q2: 22,164 shares; 2024Q3: 20,898 shares 20,898 $549K 0.33% -1,266 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 5,366 shares; 2023Q1: 5,305 shares; 2023Q2: 5,390 shares; 2023Q3: 5,021 shares; 2023Q4: 5,030 shares; 2024Q1: 5,023 shares; 2024Q2: 5,027 shares; 2024Q3: 4,648 shares 4,648 $545K 0.33% -379 Timeline TFI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 13,757 shares; 2023Q1: 12,008 shares; 2023Q2: 18,443 shares; 2023Q3: 7,462 shares; 2023Q4: 12,927 shares; 2024Q1: 12,912 shares; 2024Q2: 11,971 shares; 2024Q3: 11,571 shares 11,571 $542K 0.33% -400 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 16,062 shares; 2023Q1: 14,056 shares; 2023Q2: 13,690 shares; 2023Q3: 12,624 shares; 2023Q4: 7,326 shares; 2024Q1: 7,326 shares; 2024Q2: 6,879 shares; 2024Q3: 6,857 shares 6,857 $539K 0.32% -22 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 3,853 shares; 2023Q1: 3,814 shares; 2023Q2: 3,879 shares; 2023Q3: 3,672 shares; 2023Q4: 3,468 shares; 2024Q1: 3,254 shares; 2024Q2: 3,345 shares; 2024Q3: 3,323 shares 3,323 $539K 0.32% -22 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 2,150 shares; 2023Q1: 2,150 shares; 2023Q2: 2,150 shares; 2023Q3: 2,150 shares; 2023Q4: 2,150 shares; 2024Q1: 2,150 shares; 2024Q2: 2,150 shares; 2024Q3: 2,150 shares 2,150 $534K 0.32% 0 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 442 shares; 2024Q1: 432 shares; 2024Q2: 4,210 shares; 2024Q3: 4,336 shares 4,336 $527K 0.32% +126 Timeline FXD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 7,466 shares; 2023Q3: 7,466 shares; 2023Q4: 7,466 shares; 2024Q1: 7,466 shares; 2024Q2: 7,466 shares; 2024Q3: 7,466 shares 7,466 $473K 0.28% 0 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 18,483 shares; 2023Q1: 27,055 shares; 2023Q2: 18,598 shares; 2023Q3: 12,159 shares; 2023Q4: 8,516 shares; 2024Q1: 7,677 shares; 2024Q2: 8,695 shares; 2024Q3: 8,021 shares 8,021 $460K 0.28% -674 Timeline GNMA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 1,121 shares; 2023Q3: 24,684 shares; 2023Q4: 15,425 shares; 2024Q1: 14,693 shares; 2024Q2: 10,252 shares; 2024Q3: 10,176 shares 10,176 $456K 0.27% -76 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 1,994 shares; 2023Q1: 1,879 shares; 2023Q2: 1,879 shares; 2023Q3: 1,793 shares; 2023Q4: 1,793 shares; 2024Q1: 5,432 shares; 2024Q2: 5,435 shares; 2024Q3: 5,387 shares 5,387 $435K 0.26% -48 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 63,921 shares; 2023Q1: 67,704 shares; 2023Q2: 64,176 shares; 2023Q3: 46,649 shares; 2023Q4: 21,046 shares; 2024Q1: 15,755 shares; 2024Q2: 6,687 shares; 2024Q3: 5,402 shares 5,402 $434K 0.26% -1,285 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 16 shares; 2023Q1: 12,662 shares; 2023Q2: 6,999 shares; 2023Q3: 4,717 shares; 2023Q4: 2,329 shares; 2024Q1: 2,275 shares; 2024Q2: 2,227 shares; 2024Q3: 2,136 shares 2,136 $433K 0.26% -91 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 893 shares; 2023Q1: 850 shares; 2023Q2: 850 shares; 2023Q3: 833 shares; 2023Q4: 833 shares; 2024Q1: 833 shares; 2024Q2: 876 shares; 2024Q3: 813 shares 813 $429K 0.26% -63 Timeline SouthState Corp SouthState Corp More: the full row for SouthState Corp Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 4,280 shares; 2023Q1: 4,280 shares; 2023Q2: 4,280 shares; 2023Q3: 4,280 shares; 2023Q4: 4,280 shares; 2024Q1: 4,280 shares; 2024Q2: 4,280 shares; 2024Q3: 4,280 shares 4,280 $416K 0.25% 0 EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 10,093 shares; 2024Q1: 15,784 shares; 2024Q2: 13,886 shares; 2024Q3: 5,696 shares 5,696 $407K 0.25% -8,190 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 1,585 shares; 2023Q1: not reported; 2023Q2: 1,510 shares; 2023Q3: 1,510 shares; 2023Q4: 1,710 shares; 2024Q1: 1,749 shares; 2024Q2: 1,896 shares; 2024Q3: 1,898 shares 1,898 $400K 0.24% +2 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 758 shares; 2023Q1: 750 shares; 2023Q2: 749 shares; 2023Q3: 749 shares; 2023Q4: 840 shares; 2024Q1: 874 shares; 2024Q2: 871 shares; 2024Q3: 837 shares 837 $385K 0.23% -34 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 32,188 shares; 2023Q1: 31,223 shares; 2023Q2: 24,556 shares; 2023Q3: 22,365 shares; 2023Q4: 22,961 shares; 2024Q1: 21,304 shares; 2024Q2: 18,600 shares; 2024Q3: 18,646 shares 18,646 $374K 0.23% +46 Timeline DIVB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: 2,149 shares; 2023Q2: 2,149 shares; 2023Q3: 1,589 shares; 2023Q4: 11,224 shares; 2024Q1: 7,693 shares; 2024Q2: 7,696 shares; 2024Q3: 7,693 shares 7,693 $373K 0.22% -3 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 1,678 shares; 2023Q1: 1,678 shares; 2023Q2: 1,678 shares; 2023Q3: 1,657 shares; 2023Q4: 1,502 shares; 2024Q1: 1,502 shares; 2024Q2: 1,517 shares; 2024Q3: 1,502 shares 1,502 $362K 0.22% -15 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 1,128 shares; 2023Q1: 1,125 shares; 2023Q2: 1,126 shares; 2023Q3: 1,167 shares; 2023Q4: 1,148 shares; 2024Q1: 5,732 shares; 2024Q2: 5,731 shares; 2024Q3: 5,728 shares 5,728 $357K 0.21% -3 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 1,907 shares; 2023Q1: 1,811 shares; 2023Q2: 1,736 shares; 2023Q3: 1,736 shares; 2023Q4: 1,732 shares; 2024Q1: 1,735 shares; 2024Q2: 1,831 shares; 2024Q3: 1,738 shares 1,738 $344K 0.21% -93 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 17,644 shares; 2023Q1: 9,577 shares; 2023Q2: 17,399 shares; 2023Q3: 3,695 shares; 2023Q4: 5,341 shares; 2024Q1: 4,926 shares; 2024Q2: 4,447 shares; 2024Q3: 4,238 shares 4,238 $340K 0.2% -209 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 7,905 shares; 2023Q1: 4,868 shares; 2023Q2: 2,685 shares; 2023Q3: 882 shares; 2023Q4: 115 shares; 2024Q1: 2,112 shares; 2024Q2: 4,131 shares; 2024Q3: 3,139 shares 3,139 $308K 0.19% -992 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 3,652 shares; 2023Q1: 3,652 shares; 2023Q2: 3,652 shares; 2023Q3: 3,652 shares; 2023Q4: 3,402 shares; 2024Q1: 3,402 shares; 2024Q2: 3,402 shares; 2024Q3: 3,402 shares 3,402 $307K 0.18% 0 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 3,959 shares; 2023Q1: 2,246 shares; 2023Q2: 2,004 shares; 2023Q3: 1,974 shares; 2023Q4: 5,987 shares; 2024Q1: 5,141 shares; 2024Q2: 3,162 shares; 2024Q3: 3,022 shares 3,022 $296K 0.18% -140 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 1,402 shares; 2023Q1: 1,402 shares; 2023Q2: 1,402 shares; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 969 shares; 2024Q2: 1,057 shares; 2024Q3: 1,057 shares 1,057 $287K 0.17% 0 Timeline FBT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 1,625 shares; 2023Q3: 1,625 shares; 2023Q4: 1,625 shares; 2024Q1: 1,625 shares; 2024Q2: 1,625 shares; 2024Q3: 1,625 shares 1,625 $279K 0.17% 0 Timeline RXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 1,134 shares; 2023Q1: 1,166 shares; 2023Q2: 1,164 shares; 2023Q3: 1,090 shares; 2023Q4: 1,274 shares; 2024Q1: 1,275 shares; 2024Q2: 1,599 shares; 2024Q3: 1,531 shares 1,531 $272K 0.16% -68 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 7,684 shares; 2023Q3: 7,798 shares; 2023Q4: 7,919 shares; 2024Q1: 8,044 shares; 2024Q2: 7,085 shares; 2024Q3: 6,473 shares 6,473 $266K 0.16% -612 Timeline HESM HESS MIDSTREAM LP More: the full row for HESS MIDSTREAM LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 7,500 shares; 2024Q2: 7,500 shares; 2024Q3: 7,500 shares 7,500 $265K 0.16% 0 Timeline BBUS J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 2,147 shares; 2023Q1: 2,286 shares; 2023Q2: 1,809 shares; 2023Q3: 1,869 shares; 2023Q4: 1,903 shares; 2024Q1: 2,020 shares; 2024Q2: 2,049 shares; 2024Q3: 2,527 shares 2,527 $262K 0.16% +478 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 35 shares; 2023Q1: 45 shares; 2023Q2: 104 shares; 2023Q3: 78 shares; 2023Q4: 132 shares; 2024Q1: 151 shares; 2024Q2: 5,082 shares; 2024Q3: 2,376 shares 2,376 $260K 0.16% -2,706 Timeline EZU ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: 5,872 shares; 2023Q2: 8,410 shares; 2023Q3: 8,310 shares; 2023Q4: 5,459 shares; 2024Q1: 5,210 shares; 2024Q2: 4,946 shares; 2024Q3: 4,667 shares 4,667 $244K 0.15% -279 Timeline IYM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 1,517 shares; 2023Q1: 5,282 shares; 2023Q2: 3,610 shares; 2023Q3: 3,386 shares; 2023Q4: 1,916 shares; 2024Q1: 1,809 shares; 2024Q2: 1,646 shares; 2024Q3: 1,579 shares 1,579 $237K 0.14% -67 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 12,785 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 4,624 shares; 2024Q3: 4,609 shares 4,609 $236K 0.14% -15 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 3,021 shares; 2024Q3: 2,998 shares 2,998 $225K 0.14% -23 Timeline MRCC MONROE CAP CORP More: the full row for MONROE CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 27,340 shares; 2023Q1: 27,340 shares; 2023Q2: 27,340 shares; 2023Q3: 27,340 shares; 2023Q4: 27,340 shares; 2024Q1: 27,340 shares; 2024Q2: 27,340 shares; 2024Q3: 27,340 shares 27,340 $221K 0.13% 0 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 1,067 shares; 2023Q1: 1,046 shares; 2023Q2: 1,046 shares; 2023Q3: 1,034 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 769 shares 769 $213K 0.13% new Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 488 shares; 2023Q1: 492 shares; 2023Q2: 244 shares; 2023Q3: 242 shares; 2023Q4: 218 shares; 2024Q1: 152 shares; 2024Q2: 145 shares; 2024Q3: 1,200 shares 1,200 $207K 0.12% +1,055 Timeline GSEW GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 3,453 shares; 2024Q1: 2,903 shares; 2024Q2: not reported; 2024Q3: 2,585 shares 2,585 $200K 0.12% new 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; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 2,161 shares; 2024Q1: 2,000 shares; 2024Q2: 2,000 shares; 2024Q3: 2,000 shares 2,000 $194K 0.12% 0 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 2,629 shares; 2023Q1: 1,208 shares; 2023Q2: 1,222 shares; 2023Q3: 671 shares; 2023Q4: 642 shares; 2024Q1: 2,895 shares; 2024Q2: 2,855 shares; 2024Q3: 2,645 shares 2,645 $172K 0.1% -210 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 6,910 shares; 2023Q1: 8,526 shares; 2023Q2: 7,055 shares; 2023Q3: 7,000 shares; 2023Q4: 13,774 shares; 2024Q1: 9,435 shares; 2024Q2: 10,102 shares; 2024Q3: 5,464 shares 5,464 $165K 0.1% -4,638 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 1,519 shares; 2023Q1: 40,784 shares; 2023Q2: 17,939 shares; 2023Q3: 14,906 shares; 2023Q4: 5,947 shares; 2024Q1: 5,947 shares; 2024Q2: 5,080 shares; 2024Q3: 4,580 shares 4,580 $162K 0.1% -500 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 161 shares; 2023Q1: 242 shares; 2023Q2: 287 shares; 2023Q3: 290 shares; 2023Q4: 748 shares; 2024Q1: 848 shares; 2024Q2: 935 shares; 2024Q3: 934 shares 934 $155K 0.09% -1 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 702 shares; 2024Q3: 696 shares 696 $153K 0.09% -6 Timeline IYE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 4,804 shares; 2023Q1: 12,533 shares; 2023Q2: 7,494 shares; 2023Q3: 5,054 shares; 2023Q4: 4,008 shares; 2024Q1: 3,847 shares; 2024Q2: 3,478 shares; 2024Q3: 3,270 shares 3,270 $152K 0.09% -208 Timeline IXC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 565 shares; 2024Q1: 645 shares; 2024Q2: 3,990 shares; 2024Q3: 3,709 shares 3,709 $150K 0.09% -281 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 1,285 shares; 2023Q1: 1,387 shares; 2023Q2: 1,263 shares; 2023Q3: 1,278 shares; 2023Q4: 1,274 shares; 2024Q1: 1,339 shares; 2024Q2: 1,378 shares; 2024Q3: 1,270 shares 1,270 $149K 0.09% -108 Timeline EMLC VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: 19,107 shares; 2023Q2: 24,031 shares; 2023Q3: 11,381 shares; 2023Q4: 6,164 shares; 2024Q1: 5,897 shares; 2024Q2: 5,800 shares; 2024Q3: 5,800 shares 5,800 $147K 0.09% 0 Timeline RSPH INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 3,975 shares; 2024Q1: 3,961 shares; 2024Q2: 4,554 shares; 2024Q3: 4,510 shares 4,510 $145K 0.09% -44 Timeline HYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: 8,171 shares; 2023Q2: 6,106 shares; 2023Q3: 11,789 shares; 2023Q4: 5,789 shares; 2024Q1: 4,457 shares; 2024Q2: 3,403 shares; 2024Q3: 2,728 shares 2,728 $145K 0.09% -675 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; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 7,443 shares; 2023Q4: 6,926 shares; 2024Q1: 953 shares; 2024Q2: 891 shares; 2024Q3: 735 shares 735 $132K 0.08% -156 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 5,286 shares; 2023Q1: 5,277 shares; 2023Q2: 9,603 shares; 2023Q3: 16,607 shares; 2023Q4: 7,599 shares; 2024Q1: 2,020 shares; 2024Q2: 1,455 shares; 2024Q3: 1,394 shares 1,394 $130K 0.08% -61 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; 2022Q4: 24 shares; 2023Q1: 24 shares; 2023Q2: 179 shares; 2023Q3: 25 shares; 2023Q4: 1 shares; 2024Q1: 7 shares; 2024Q2: 492 shares; 2024Q3: 492 shares 492 $117K 0.07% 0 Timeline INTF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 3,539 shares; 2024Q3: 3,539 shares 3,539 $111K 0.07% 0 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 102 shares; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 415 shares; 2024Q3: 415 shares 415 $109K 0.07% 0 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 375 shares; 2024Q3: 375 shares 375 $98.7K 0.06% 0 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,121 shares; 2024Q3: 2,121 shares 2,121 $93.3K 0.06% 0 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 9,840 shares; 2023Q1: 5,798 shares; 2023Q2: 5,464 shares; 2023Q3: 2,350 shares; 2023Q4: 597 shares; 2024Q1: 605 shares; 2024Q2: 1,027 shares; 2024Q3: 937 shares 937 $91.6K 0.06% -90 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 1,285 shares; 2023Q1: 2,203 shares; 2023Q2: 1,087 shares; 2023Q3: 832 shares; 2023Q4: 832 shares; 2024Q1: 832 shares; 2024Q2: 832 shares; 2024Q3: 832 shares 832 $86.4K 0.05% 0 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 496 shares; 2024Q2: 546 shares; 2024Q3: 545 shares 545 $81.6K 0.05% -1 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; 2022Q4: 812 shares; 2023Q1: 777 shares; 2023Q2: 892 shares; 2023Q3: 778 shares; 2023Q4: 778 shares; 2024Q1: 775 shares; 2024Q2: 1,619 shares; 2024Q3: 807 shares 807 $78.6K 0.05% -812 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 322 shares; 2023Q1: 297 shares; 2023Q2: 252 shares; 2023Q3: 252 shares; 2023Q4: 252 shares; 2024Q1: 252 shares; 2024Q2: 252 shares; 2024Q3: 252 shares 252 $71.6K 0.04% 0 Timeline IYJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 152 shares; 2023Q1: 178 shares; 2023Q2: 178 shares; 2023Q3: 430 shares; 2023Q4: 196 shares; 2024Q1: 196 shares; 2024Q2: 533 shares; 2024Q3: 533 shares 533 $71.2K 0.04% 0 Timeline IWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 871 shares; 2024Q3: 871 shares 871 $70.8K 0.04% 0 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 5,981 shares; 2023Q1: 1,916 shares; 2023Q2: 1,284 shares; 2023Q3: 776 shares; 2023Q4: 3,163 shares; 2024Q1: 2,316 shares; 2024Q2: 2,937 shares; 2024Q3: 1,381 shares 1,381 $69.9K 0.04% -1,556 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 3,492 shares; 2023Q1: 911 shares; 2023Q2: 908 shares; 2023Q3: 663 shares; 2023Q4: 523 shares; 2024Q1: 523 shares; 2024Q2: 523 shares; 2024Q3: 408 shares 408 $61.9K 0.04% -115 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,219 shares; 2024Q1: 1,519 shares; 2024Q2: 1,519 shares; 2024Q3: 1,519 shares 1,519 $60.5K 0.04% 0 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 1,292 shares; 2023Q1: 1,131 shares; 2023Q2: 10,135 shares; 2023Q3: 9,458 shares; 2023Q4: 6,365 shares; 2024Q1: 9,501 shares; 2024Q2: 2,000 shares; 2024Q3: 1,750 shares 1,750 $58.2K 0.03% -250 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 595 shares; 2023Q1: 711 shares; 2023Q2: 645 shares; 2023Q3: 45 shares; 2023Q4: 861 shares; 2024Q1: 861 shares; 2024Q2: 884 shares; 2024Q3: 1,151 shares 1,151 $54.2K 0.03% +267 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 370 shares; 2024Q1: 371 shares; 2024Q2: 619 shares; 2024Q3: 649 shares 649 $53.8K 0.03% +30 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 2,409 shares; 2023Q1: 3,498 shares; 2023Q2: 3,644 shares; 2023Q3: 1,582 shares; 2023Q4: 31 shares; 2024Q1: 31 shares; 2024Q2: 607 shares; 2024Q3: 486 shares 486 $52.8K 0.03% -121 Timeline JAVA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 924 shares; 2023Q1: 867 shares; 2023Q2: 687 shares; 2023Q3: 742 shares; 2023Q4: 726 shares; 2024Q1: 698 shares; 2024Q2: 711 shares; 2024Q3: 819 shares 819 $52.5K 0.03% +108 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 252 shares; 2024Q3: 252 shares 252 $50.6K 0.03% 0 Timeline ONEY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 443 shares; 2024Q3: 443 shares 443 $49.7K 0.03% 0 Timeline CMBS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: 782 shares; 2023Q2: 788 shares; 2023Q3: 794 shares; 2023Q4: 802 shares; 2024Q1: 1,006 shares; 2024Q2: 1,012 shares; 2024Q3: 1,012 shares 1,012 $49.5K 0.03% 0 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 7,006 shares; 2023Q1: 5,333 shares; 2023Q2: 5,073 shares; 2023Q3: 3,604 shares; 2023Q4: 2,918 shares; 2024Q1: 2,199 shares; 2024Q2: 2,009 shares; 2024Q3: 1,654 shares 1,654 $48.3K 0.03% -355 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; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 926 shares; 2024Q3: 858 shares 858 $46.9K 0.03% -68 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,732 shares; 2024Q3: 833 shares 833 $44.7K 0.03% -1,899 Timeline BBIN J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 1,686 shares; 2023Q1: 1,881 shares; 2023Q2: 1,524 shares; 2023Q3: 1,486 shares; 2023Q4: 1,347 shares; 2024Q1: 886 shares; 2024Q2: 907 shares; 2024Q3: 682 shares 682 $43K 0.03% -225 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 13,857 shares; 2023Q1: 52,691 shares; 2023Q2: 12,487 shares; 2023Q3: 2,055 shares; 2023Q4: 622 shares; 2024Q1: 612 shares; 2024Q2: 1,903 shares; 2024Q3: 1,817 shares 1,817 $42.6K 0.03% -86 Timeline CLOI VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: 750 shares; 2023Q2: 750 shares; 2023Q3: 750 shares; 2023Q4: 750 shares; 2024Q1: 754 shares; 2024Q2: 762 shares; 2024Q3: 762 shares 762 $40.4K 0.02% 0 Timeline FLRN SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: 47,420 shares; 2023Q2: 20,003 shares; 2023Q3: 17,932 shares; 2023Q4: 10,643 shares; 2024Q1: 9,226 shares; 2024Q2: 1,793 shares; 2024Q3: 1,275 shares 1,275 $39.3K 0.02% -518 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 380 shares; 2023Q1: 378 shares; 2023Q2: 378 shares; 2023Q3: 338 shares; 2023Q4: 308 shares; 2024Q1: 308 shares; 2024Q2: 308 shares; 2024Q3: 307 shares 307 $38.7K 0.02% -1 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 388 shares; 2024Q3: 383 shares 383 $36.7K 0.02% -5 Timeline BMVP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: 250 shares; 2023Q2: 250 shares; 2023Q3: 750 shares; 2023Q4: 750 shares; 2024Q1: 750 shares; 2024Q2: 750 shares; 2024Q3: 750 shares 750 $36.2K 0.02% 0 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; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 885 shares; 2024Q3: 885 shares 885 $33.2K 0.02% 0 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 15 shares; 2024Q1: 133 shares; 2024Q2: 133 shares; 2024Q3: 133 shares 133 $29.4K 0.02% 0 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 10,105 shares; 2023Q1: 4,423 shares; 2023Q2: 1,978 shares; 2023Q3: 564 shares; 2023Q4: 488 shares; 2024Q1: 386 shares; 2024Q2: 386 shares; 2024Q3: 401 shares 401 $29.1K 0.02% +15 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 1,991 shares; 2023Q1: 2,566 shares; 2023Q2: 2,670 shares; 2023Q3: 2,086 shares; 2023Q4: 2,092 shares; 2024Q1: 791 shares; 2024Q2: 611 shares; 2024Q3: 561 shares 561 $28.9K 0.02% -50 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; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 400 shares; 2024Q2: 412 shares; 2024Q3: 436 shares 436 $28.8K 0.02% +24 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: 649 shares; 2023Q2: 712 shares; 2023Q3: 688 shares; 2023Q4: 151 shares; 2024Q1: 151 shares; 2024Q2: 151 shares; 2024Q3: 151 shares 151 $28.7K 0.02% 0 Timeline BBEU J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 451 shares; 2023Q1: 451 shares; 2023Q2: 451 shares; 2023Q3: 451 shares; 2023Q4: 451 shares; 2024Q1: 451 shares; 2024Q2: 451 shares; 2024Q3: 451 shares 451 $28.1K 0.02% 0 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: 1,459 shares; 2023Q2: 1,102 shares; 2023Q3: 1,045 shares; 2023Q4: 320 shares; 2024Q1: 320 shares; 2024Q2: 257 shares; 2024Q3: 253 shares 253 $27.6K 0.02% -4 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 777 shares; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 350 shares; 2024Q3: 259 shares 259 $27.5K 0.02% -91 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 5,937 shares; 2023Q1: 5,794 shares; 2023Q2: 4,391 shares; 2023Q3: 3,461 shares; 2023Q4: 3,037 shares; 2024Q1: 1,181 shares; 2024Q2: 525 shares; 2024Q3: 522 shares 522 $23.9K 0.01% -3 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 337 shares; 2023Q3: 6,446 shares; 2023Q4: 1,677 shares; 2024Q1: 1,004 shares; 2024Q2: 705 shares; 2024Q3: 181 shares 181 $21.6K 0.01% -524 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 253 shares; 2023Q1: 180 shares; 2023Q2: 180 shares; 2023Q3: 180 shares; 2023Q4: 180 shares; 2024Q1: 180 shares; 2024Q2: 180 shares; 2024Q3: 180 shares 180 $21.5K 0.01% 0 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 9,613 shares; 2023Q1: 7,468 shares; 2023Q2: 1,478 shares; 2023Q3: 1,455 shares; 2023Q4: 361 shares; 2024Q1: 337 shares; 2024Q2: 337 shares; 2024Q3: 221 shares 221 $21.3K 0.01% -116 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 2,716 shares; 2023Q3: 7 shares; 2023Q4: 7 shares; 2024Q1: 57 shares; 2024Q2: 116 shares; 2024Q3: 116 shares 116 $20.2K 0.01% 0 Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 663 shares; 2023Q1: 663 shares; 2023Q2: 663 shares; 2023Q3: 859 shares; 2023Q4: 859 shares; 2024Q1: 859 shares; 2024Q2: 859 shares; 2024Q3: 643 shares 643 $19K 0.01% -216 Timeline RPG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: 87 shares; 2023Q2: 87 shares; 2023Q3: 435 shares; 2023Q4: 435 shares; 2024Q1: 435 shares; 2024Q2: 435 shares; 2024Q3: 435 shares 435 $17.1K 0.01% 0 Timeline SCHI SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 3,166 shares; 2023Q3: 3,594 shares; 2023Q4: 458 shares; 2024Q1: 456 shares; 2024Q2: 370 shares; 2024Q3: 370 shares 370 $17.1K 0.01% 0 Timeline EWJV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 489 shares; 2024Q3: 489 shares 489 $16.1K 0.01% 0 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 6,347 shares; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 170 shares; 2024Q3: 170 shares 170 $15.6K 0.01% 0 Timeline SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 5,194 shares; 2023Q1: 559 shares; 2023Q2: 509 shares; 2023Q3: 561 shares; 2023Q4: 2,909 shares; 2024Q1: 2,799 shares; 2024Q2: 535 shares; 2024Q3: 535 shares 535 $15.6K 0.01% 0 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 31 shares; 2024Q1: 31 shares; 2024Q2: 604 shares; 2024Q3: 182 shares 182 $15.4K 0.01% -422 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 350 shares; 2024Q3: 350 shares 350 $15.2K 0.01% 0 Timeline JEMA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 768 shares; 2023Q1: 912 shares; 2023Q2: 679 shares; 2023Q3: 555 shares; 2023Q4: 717 shares; 2024Q1: 770 shares; 2024Q2: 556 shares; 2024Q3: 363 shares 363 $14.7K 0.01% -193 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 52 shares 52 $14.4K 0.01% new 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; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 177 shares; 2024Q3: 177 shares 177 $13.9K 0.01% 0 Timeline BBHY J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 159 shares; 2023Q4: 177 shares; 2024Q1: 185 shares; 2024Q2: 232 shares; 2024Q3: 250 shares 250 $11.8K 0.01% +18 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 10 shares; 2023Q1: 10 shares; 2023Q2: 10 shares; 2023Q3: 10 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 513 shares; 2024Q3: 265 shares 265 $11.8K 0.01% -248 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 183 shares; 2023Q1: 193 shares; 2023Q2: 193 shares; 2023Q3: 184 shares; 2023Q4: 100 shares; 2024Q1: 100 shares; 2024Q2: 100 shares; 2024Q3: 100 shares 100 $10.8K 0.01% 0 Timeline JPEM J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 130 shares; 2023Q1: 169 shares; 2023Q2: 169 shares; 2023Q3: 138 shares; 2023Q4: 136 shares; 2024Q1: 175 shares; 2024Q2: 175 shares; 2024Q3: 175 shares 175 $9.91K 0.01% 0 Timeline IYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 21 shares; 2024Q1: 63 shares; 2024Q2: 75 shares; 2024Q3: 132 shares 132 $9.38K 0.01% +57 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 187 shares; 2023Q3: 187 shares; 2023Q4: 179 shares; 2024Q1: 116 shares; 2024Q2: 113 shares; 2024Q3: 120 shares 120 $8.81K 0.01% +7 Timeline LEMB ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: 15,550 shares; 2023Q2: 16,734 shares; 2023Q3: 3,937 shares; 2023Q4: 429 shares; 2024Q1: 340 shares; 2024Q2: 210 shares; 2024Q3: 199 shares 199 $7.65K <0.01% -11 Timeline BBMC J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 88 shares; 2023Q1: 88 shares; 2023Q2: 67 shares; 2023Q3: 67 shares; 2023Q4: 65 shares; 2024Q1: 65 shares; 2024Q2: 68 shares; 2024Q3: 73 shares 73 $6.9K <0.01% +5 Timeline IEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 112 shares 112 $6.53K <0.01% new 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; 2022Q4: 797 shares; 2023Q1: 905 shares; 2023Q2: 477 shares; 2023Q3: 362 shares; 2023Q4: 162 shares; 2024Q1: 107 shares; 2024Q2: 107 shares; 2024Q3: 132 shares 132 $6.37K <0.01% +25 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; 2022Q4: 2,807 shares; 2023Q1: 2,738 shares; 2023Q2: 1,001 shares; 2023Q3: not reported; 2023Q4: 229 shares; 2024Q1: 229 shares; 2024Q2: 217 shares; 2024Q3: 217 shares 217 $6.31K <0.01% 0 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 7,098 shares; 2023Q1: 2,253 shares; 2023Q2: 2,253 shares; 2023Q3: 124 shares; 2023Q4: 88 shares; 2024Q1: 88 shares; 2024Q2: 88 shares; 2024Q3: 63 shares 63 $5.75K <0.01% -25 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 60 shares; 2023Q1: 60 shares; 2023Q2: 60 shares; 2023Q3: 60 shares; 2023Q4: 60 shares; 2024Q1: 60 shares; 2024Q2: 60 shares; 2024Q3: 60 shares 60 $5.52K <0.01% 0 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 1,708 shares; 2023Q1: 1,842 shares; 2023Q2: 1,842 shares; 2023Q3: 55 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 109 shares; 2024Q3: 109 shares 109 $5.12K <0.01% 0 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 266 shares; 2023Q1: 36 shares; 2023Q2: 36 shares; 2023Q3: 36 shares; 2023Q4: 25 shares; 2024Q1: 25 shares; 2024Q2: 25 shares; 2024Q3: 25 shares 25 $3.64K <0.01% 0 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 50 shares; 2023Q4: 44 shares; 2024Q1: 44 shares; 2024Q2: 44 shares; 2024Q3: 44 shares 44 $3.38K <0.01% 0 Timeline EMGF ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 61 shares 61 $3.04K <0.01% new Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 18 shares; 2024Q2: 18 shares; 2024Q3: 18 shares 18 $3.02K <0.01% 0 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 12 shares; 2024Q2: 12 shares; 2024Q3: 12 shares 12 $2.92K <0.01% 0 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 45 shares 45 $2.75K <0.01% new Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 26 shares; 2024Q2: 26 shares; 2024Q3: 26 shares 26 $2.48K <0.01% 0 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 567 shares; 2023Q3: 3 shares; 2023Q4: 3 shares; 2024Q1: 6 shares; 2024Q2: 6 shares; 2024Q3: 6 shares 6 $2.3K <0.01% 0 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 59 shares; 2023Q1: 59 shares; 2023Q2: 59 shares; 2023Q3: 59 shares; 2023Q4: 13 shares; 2024Q1: 13 shares; 2024Q2: 12 shares; 2024Q3: 12 shares 12 $996 <0.01% 0 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 20 shares; 2023Q1: 20 shares; 2023Q2: 20 shares; 2023Q3: 20 shares; 2023Q4: 354 shares; 2024Q1: 20 shares; 2024Q2: 20 shares; 2024Q3: 20 shares 20 $910 <0.01% 0 Timeline BBSC J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 89 shares; 2023Q4: 89 shares; 2024Q1: 13 shares; 2024Q2: 13 shares; 2024Q3: 13 shares 13 $876 <0.01% 0 Timeline BBCA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 11 shares; 2023Q1: 11 shares; 2023Q2: 11 shares; 2023Q3: 11 shares; 2023Q4: 11 shares; 2024Q1: 11 shares; 2024Q2: 11 shares; 2024Q3: 11 shares 11 $795 <0.01% 0 Timeline SPGM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 8 shares; 2024Q3: 8 shares 8 $518 <0.01% 0 Timeline JPIN J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 8 shares; 2024Q1: 8 shares; 2024Q2: 8 shares; 2024Q3: 8 shares 8 $481 <0.01% 0 Timeline ICLN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 3,470 shares; 2023Q1: 3,450 shares; 2023Q2: 3,450 shares; 2023Q3: 3,450 shares; 2023Q4: 3,470 shares; 2024Q1: 20 shares; 2024Q2: 20 shares; 2024Q3: 20 shares 20 $294 <0.01% 0 Timeline JPSE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 16 shares; 2024Q1: 6 shares; 2024Q2: 6 shares; 2024Q3: 6 shares 6 $288 <0.01% 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; 2022Q4: 7,762 shares; 2023Q1: 1,131 shares; 2023Q2: 535 shares; 2023Q3: 276 shares; 2023Q4: 63 shares; 2024Q1: 37 shares; 2024Q2: 3 shares; 2024Q3: 3 shares 3 $252 <0.01% 0 Timeline EWT ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 4 shares; 2023Q1: 4 shares; 2023Q2: 4 shares; 2023Q3: 4 shares; 2023Q4: 4 shares; 2024Q1: 4 shares; 2024Q2: 4 shares; 2024Q3: 4 shares 4 $215 <0.01% 0 Timeline FCOR FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 98,572 shares; 2023Q1: 105,480 shares; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 0 shares 0 $21 <0.01% new Amount filed as zero, left out of ratios. Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 17,053 shares; 2023Q1: 157 shares; 2023Q2: 38 shares; 2023Q3: 38 shares; 2023Q4: 0 shares; 2024Q1: 0 shares; 2024Q2: 0 shares; 2024Q3: 0 shares 0 $8 <0.01% 0 Amount filed as zero, left out of ratios. Timeline